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Eskay_Tew

Eskay_Tew

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2023-09-04

Great ariticle, would you like to share it?

@Mechmathi:AMD basing well; but 102 must hold. - Previous sharing on likely basing between 102 and 95 continues to play out - Fib retracement 78.6 is 102 - Fib retracement 61.8 from 4 may breakout is also 102 - 102 is a key level and has since formed the bottom well - Note still in sell channel or the flag formation. Continued bounce off 102 could still be a bull flag breakout but early days - MA5 close to MA20 My watch / Plays - Sold multiple puts and they are all maturing very well - Will increase puts if 102 gets broken down but stays above 95 - The basing between 102 and 108 does give good confidence of the support formation Look good AMD does, albeit I like the entry levels of 95 down to 85 if possible. Good luck, all. @macroB @LMSunshine @CaptainTiger @TigerStars @Deposit @melson $AMD(A

2022-01-03

Wow

@hengsley:$苹果(AAPL)$👍🏻👍🏻👍🏻

2021-09-17

$American Airlines(AAL)$come on.. Lifting is here

2021-09-12

Look at retail market, gaming, clouding services link to those stocks in up trend

These 2 Meme Stocks Have Legitimate Long-Term Upside

2021-09-12

I was in a cafe closed to mid night washing breaking news reporting.

Timeline: What happened on Sept. 11, 2001

2021-09-11

Wow.. I hope the next Tesla it is

Fisker’s Risky Strategy Makes Them Stand Out in the EV Space

2021-09-10

I bought this at 16

Fisker Vs NIO: Which EV Stock Is The Better Buy?

2021-09-09

Continue hold and buy for long

Wall Street ends lower, weighed down by Big Tech

2021-09-07

Future market trend

3 E-Commerce Stocks to Buy in September

2021-09-06

Market reopening taking place quicker abit

American Airlines: A Lot Better Than It Was In 2020

2021-09-06

As the new market trend kind of business

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2021-09-04

Hurting in short term but be better for long run

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2021-09-03

Watch up closely

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2021-09-02

Something new

Chevron to invest in Bunge soybean crushers to secure renewable feedstock

2021-09-02

Misconduct?

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2021-08-31

Higher to highest

3 Reasons to Buy This Cathie Wood Growth Stock, and 1 Reason Not to

2021-08-31

Out performing fund in 5 to 10 years

9 stocks hedge funds and mutual funds really love right now: Goldman

2021-08-31

Looks good.. I have in my portfolio

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2021-08-29

Climbing high

BUZZ-U.S. stocks weekly: Scaling the summit

2021-08-28

I have realized some profit at 25.5

Palantir Stock Will Stay Strong Until the Markets Get Volatile

Go to Tiger App to see more news

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Good luck, all. @macroB @LMSunshine @CaptainTiger @TigerStars @Deposit @melson $AMD(A","images":[{"img":"https://community-static.tradeup.com/news/6453ae74432745a43a29be3e1cb15b9a","width":"1272","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215472930349224","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001851728,"gmtCreate":1641221612109,"gmtModify":1676533584586,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001851728","repostId":"9001824379","repostType":1,"repost":{"id":9001824379,"gmtCreate":1641221046611,"gmtModify":1676533584448,"author":{"id":"4090471494929530","authorId":"4090471494929530","name":"hengsley","avatar":"https://static.tigerbbs.com/1634b1d5cc7918a6f50943478c7e21f5","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090471494929530","authorIdStr":"4090471494929530"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>👍🏻👍🏻👍🏻","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>👍🏻👍🏻👍🏻","text":"$苹果(AAPL)$👍🏻👍🏻👍🏻","images":[{"img":"https://static.itradeup.com/news/e72296106c3438206d11282f7f4fcf58","width":"1242","height":"1968"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001824379","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884829162,"gmtCreate":1631880463956,"gmtModify":1676530660093,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAL\">$American Airlines(AAL)$</a>come on.. Lifting is here","listText":"<a href=\"https://laohu8.com/S/AAL\">$American Airlines(AAL)$</a>come on.. Lifting is here","text":"$American Airlines(AAL)$come on.. Lifting is here","images":[{"img":"https://static.tigerbbs.com/8798d1006b962011a0546224e1a8b579","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/884829162","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":888086426,"gmtCreate":1631413635665,"gmtModify":1676530543325,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Look at retail market, gaming, clouding services link to those stocks in&nbsp;up trend&nbsp;","listText":"Look at retail market, gaming, clouding services link to those stocks in&nbsp;up trend&nbsp;","text":"Look at retail market, gaming, clouding services link to those stocks in up trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/888086426","repostId":"2166378110","repostType":2,"repost":{"id":"2166378110","pubTimestamp":1631277420,"share":"https://ttm.financial/m/news/2166378110?lang=&edition=fundamental","pubTime":"2021-09-10 20:37","market":"us","language":"en","title":"These 2 Meme Stocks Have Legitimate Long-Term Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2166378110","media":"Motley Fool","summary":"Both of these stocks are expensive but growing quickly.","content":"<blockquote>\n <b>Both of these stocks are expensive but growing quickly.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Meme stocks have preoccupied the market in 2021.</li>\n <li>Palantir is a meme stock that offers data insights to large organizations.</li>\n <li>Upstart Holdings is a meme stock trying to disrupt the consumer lending market.</li>\n</ul>\n<p>Meme stocks have taken over the market in 2021. Described loosely as stocks with high short interest and/or gamma squeeze potential that become popular on social platforms like <b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b> and Reddit, meme stocks are a whole new classification of stocks for investors to follow.</p>\n<p>While most meme stocks are downward-trending businesses trading at absurd valuations (like <b>Gamestop</b> and <b>AMC Entertainment</b>), a select few are actually strong companies that could be much larger five to 10 years from now.</p>\n<p><b>Palantir</b> (NYSE:PLTR) and <b>Upstart Holdings</b> (NASDAQ:UPST) are two meme stocks with legitimate long-term upside. Here's why.</p>\n<p><img src=\"https://static.tigerbbs.com/9ee296c9d186c559f34f497acff8cf02\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>1. Palantir</h3>\n<p>Palantir is a software company that helps government agencies (mostly in the U.S.) and companies organize data to make informed decisions. This is a broad mandate but can be very useful for large organizations that have so many data points coming in daily. It only has 169 customers as of the end of the second quarter, but these customers are spending millions with Palantir each year.</p>\n<p>In the second quarter, total revenue grew 49% year over year to $376 million, with U.S. commercial revenue up 90% from 2020. Palantir closed 62 deals of $1 million or higher, including 21 deals north of $10 million. Clearly, organizations are finding value with the Palantir platform. Palantir is also profitable, with $233 million in adjusted operating income in the first half of this year. Investors have a lot of visibility into Palantir's future quarters, with total future deal value increasing 63% through the first half of 2021 to $3.4 billion.</p>\n<p>Palantir stock is expensive, with a market cap of $52 billion versus only $1.3 billion in revenue over the past 12 months. However, if you believe that most large organizations across the globe will use Palantir's data insights, while also factoring in the high amount of future revenue already booked, Palantir's revenue and profits could be much higher a few years from now. This makes the stock a lot smarter to own than other meme stocks.</p>\n<h3>2. Upstart Holdings</h3>\n<p>Upstart, like Palantir, is an artificial intelligence (AI)-focused company. But instead of serving large organizations, it is focused on the consumer lending market. The company has invented a better way to price loan default risk with consumers than traditional credit scores. It then partners with banks as a digital layer between them and the consumer, helping banks improve loss ratios and consumers get more fair access to loans. Upstart takes on minimal lending risks itself.</p>\n<p>So far, Upstart's loan technology seems to be catching on extremely quickly. In the second quarter, total revenue grew 1,018% to $194 million, which shows how much banks are starting to use Upstart's lending algorithm. Upstart's bank partners originated 287,000 loans in the quarter, up 1,605% year over year. Even while growing this quickly, Upstart has been able to stay profitable, with $36.3 million in operating income last quarter. Upstart is also pushing heavily into auto loans with its acquisition of Prodigy. Auto loans are a $635 billion market, giving Upstart a long runway to grow if it can gain traction within the industry.</p>\n<p>Management is guiding for $750 million in revenue this fiscal year. With a market cap of $19.2 billion, that gives the stock a forward price-to-sales (P/S) ratio of 25.6. This is extremely expensive, but as with Palantir, if you believe Upstart can keep up this high rate of growth, this P/S could come down quickly within the next five years. And given the fact that Upstart is already profitable while growing its revenue so quickly, that indicates it can have strong profit margins once its business matures. That makes it a meme stock with real long-term business prospects.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 2 Meme Stocks Have Legitimate Long-Term Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 2 Meme Stocks Have Legitimate Long-Term Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 20:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/10/these-meme-stocks-have-legitimate-long-term-upside/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Both of these stocks are expensive but growing quickly.\n\nKey Points\n\nMeme stocks have preoccupied the market in 2021.\nPalantir is a meme stock that offers data insights to large organizations.\nUpstart...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/10/these-meme-stocks-have-legitimate-long-term-upside/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","UPST":"Upstart Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/09/10/these-meme-stocks-have-legitimate-long-term-upside/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166378110","content_text":"Both of these stocks are expensive but growing quickly.\n\nKey Points\n\nMeme stocks have preoccupied the market in 2021.\nPalantir is a meme stock that offers data insights to large organizations.\nUpstart Holdings is a meme stock trying to disrupt the consumer lending market.\n\nMeme stocks have taken over the market in 2021. Described loosely as stocks with high short interest and/or gamma squeeze potential that become popular on social platforms like Twitter and Reddit, meme stocks are a whole new classification of stocks for investors to follow.\nWhile most meme stocks are downward-trending businesses trading at absurd valuations (like Gamestop and AMC Entertainment), a select few are actually strong companies that could be much larger five to 10 years from now.\nPalantir (NYSE:PLTR) and Upstart Holdings (NASDAQ:UPST) are two meme stocks with legitimate long-term upside. Here's why.\n\nImage source: Getty Images.\n1. Palantir\nPalantir is a software company that helps government agencies (mostly in the U.S.) and companies organize data to make informed decisions. This is a broad mandate but can be very useful for large organizations that have so many data points coming in daily. It only has 169 customers as of the end of the second quarter, but these customers are spending millions with Palantir each year.\nIn the second quarter, total revenue grew 49% year over year to $376 million, with U.S. commercial revenue up 90% from 2020. Palantir closed 62 deals of $1 million or higher, including 21 deals north of $10 million. Clearly, organizations are finding value with the Palantir platform. Palantir is also profitable, with $233 million in adjusted operating income in the first half of this year. Investors have a lot of visibility into Palantir's future quarters, with total future deal value increasing 63% through the first half of 2021 to $3.4 billion.\nPalantir stock is expensive, with a market cap of $52 billion versus only $1.3 billion in revenue over the past 12 months. However, if you believe that most large organizations across the globe will use Palantir's data insights, while also factoring in the high amount of future revenue already booked, Palantir's revenue and profits could be much higher a few years from now. This makes the stock a lot smarter to own than other meme stocks.\n2. Upstart Holdings\nUpstart, like Palantir, is an artificial intelligence (AI)-focused company. But instead of serving large organizations, it is focused on the consumer lending market. The company has invented a better way to price loan default risk with consumers than traditional credit scores. It then partners with banks as a digital layer between them and the consumer, helping banks improve loss ratios and consumers get more fair access to loans. Upstart takes on minimal lending risks itself.\nSo far, Upstart's loan technology seems to be catching on extremely quickly. In the second quarter, total revenue grew 1,018% to $194 million, which shows how much banks are starting to use Upstart's lending algorithm. Upstart's bank partners originated 287,000 loans in the quarter, up 1,605% year over year. Even while growing this quickly, Upstart has been able to stay profitable, with $36.3 million in operating income last quarter. Upstart is also pushing heavily into auto loans with its acquisition of Prodigy. Auto loans are a $635 billion market, giving Upstart a long runway to grow if it can gain traction within the industry.\nManagement is guiding for $750 million in revenue this fiscal year. With a market cap of $19.2 billion, that gives the stock a forward price-to-sales (P/S) ratio of 25.6. This is extremely expensive, but as with Palantir, if you believe Upstart can keep up this high rate of growth, this P/S could come down quickly within the next five years. And given the fact that Upstart is already profitable while growing its revenue so quickly, that indicates it can have strong profit margins once its business matures. That makes it a meme stock with real long-term business prospects.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888016966,"gmtCreate":1631412968755,"gmtModify":1676530543136,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"I was in a cafe closed to mid night washing breaking news reporting.&nbsp;","listText":"I was in a cafe closed to mid night washing breaking news reporting.&nbsp;","text":"I was in a cafe closed to mid night washing breaking news reporting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/888016966","repostId":"2166377199","repostType":2,"repost":{"id":"2166377199","pubTimestamp":1631354820,"share":"https://ttm.financial/m/news/2166377199?lang=&edition=fundamental","pubTime":"2021-09-11 18:07","market":"us","language":"en","title":"Timeline: What happened on Sept. 11, 2001","url":"https://stock-news.laohu8.com/highlight/detail?id=2166377199","media":"StreetInsider","summary":"(Reuters) -     Here is a timeline for Sept. 11, 2001, when commercial airliners crashed into the Ne","content":"<html><body><div>\n<div>\n<div>\n<img src=\"https://www.streetinsider.com/images/news2/189/18929071/resize_LYNXMPEH8A02Q.jpg\"/>\n</div>\n</div>\n<p>(Reuters) -     Here is a timeline for Sept. 11, 2001, when commercial airliners crashed into the New York World Trade Center twin towers, the Pentagon and, after passengers mounted a counterattack, a Pennsylvania field.</p>\n<p>Nearly 3,000 people were killed, including more than 2,600 at the World Trade Center, 125 at the Pentagon, and 265 on the four planes.</p>\n<p>THE HIJACKINGS</p>\n<p>American Airlines Flight 11</p>\n<p>0759 EDT: American Airlines 11 departs from Boston for Los Angeles</p>\n<p>0814: The flight has its last routine communication with the ground</p>\n<p>0819: A flight attendant calls the airline's reservation office in North Carolina via an airphone and reports an emergency </p>\n<p>0841: A duty manager in American Airlines' operations center in Fort Worth, Texas, is told air traffic controllers have declared the flight a hijacking and think the plane is headed toward New York's John F. Kennedy International Airport</p>\n<p>0844: North Carolina airline employee loses phone contact with the flight attendant. Another flight attendant in a phone call to American's office in Boston says: \"Something is wrong. We are in a rapid descent.\" Asked to look out a window to try and determine where they were, flight attendant says: \"We are flying way too low.\" Seconds later she says, \"Oh my God, we are way too low.\"</p>\n<p>0846: Flight 11 crashes into the World Trade Center's North <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a></p>\n<p>1028: North Tower collapses</p>\n<p>United Airlines Flight 175</p>\n<p>0758: United Airlines 175 departs from Boston for Los Angeles</p>\n<p>0842: The flight reports a \"suspicious transmission\" overheard from another plane (American Airlines 11). It is the flight's last communication with the ground</p>\n<p>0852: A flight attendant calls the airline's San Francisco office and reports the plane has been hijacked, both pilots killed, a flight attendant stabbed and hijackers probably flying the plane</p>\n<p>0858: The flight takes a heading toward New York City</p>\n<p>0903: The plane strikes the World Trade Center's South Tower </p>\n<p>0958: South Tower collapses in 10 seconds</p>\n<p>American Airlines Flight 77</p>\n<p>0810: American Airlines 77 departs from Dulles for Los Angeles</p>\n<p>0854: Flight deviates from assigned course. <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> minutes later transponder is turned off</p>\n<p>0900: An American Airlines executive learns communications have been lost with flight, making it American's second plane in trouble. All American Airlines flights in Northeast that have not yet taken off are ordered to remain on the ground. American makes the ground stop nationwide after learning a United Airlines plane is missing</p>\n<p>0929: Flight 77 autopilot disengaged</p>\n<p>0934: Ronald Reagan Washington National Airport advises U.S. Secret Service of unknown aircraft heading in direction of the White House. Plane makes a 330-degree turn and points toward Pentagon and downtown Washington</p>\n<p>0937: Flight 77 crashes into the Pentagon</p>\n<p>United Airlines Flight 93</p>\n<p>0842: United Airlines 93 departs from Newark for San Francisco</p>\n<p>0928: Flight 93 suddenly drops 700 feet (210 meters). Eleven seconds into the descent air traffic control in Cleveland receives the first of two radio transmissions; captain or first officer is heard declaring, \"Mayday\"</p>\n<p>0958: Flight 93 passenger assault on hijackers begins</p>\n<p>1002: Flight 93 plows into field in Shanksville, Pennsylvania </p>\n<p>Federal Aviation Administration acts</p>\n<p>0906: FAA stops departures of all flights bound to or through airspace of airports controlled by New York air traffic control and adjacent control centers</p>\n<p>0908: FAA halts takeoff of all civilian planes nationwide</p>\n<p>0945: FAA orders all civilian aircraft to land at nearest airport as soon as possible; 4,546 flights were airborne </p>\n<p>THE PRESIDENT</p>\n<p>0905: President George W. Bush is seated in a classroom in Sarasota, Florida, when his chief of staff whispers to him, \"A second plane hit the second tower. America is under attack.\" Bush remains in the classroom about five to seven minutes</p>\n<p>0935: President's motorcade departs, arriving at airport between 0942 and 0945</p>\n<p>0954: Air Force One departs without any fixed destination and lands at Barksdale Air Force Base in Louisiana; soldiers encircle the plane before Bush descends. Bush is flown to Washington on a backup Air Force jet </p>\n<p>*Sources: The 9/11 Commission report https://govinfo.library.unt.edu/911/report/911Report_Exec.htm by the National Commission on Terrorist Attacks Upon the United States; the 9/11 Memorial &amp; Museum https://www.911memorial.org/911-faqs; FBI archives on 9/11 investigations https://archives.fbi.gov/archives/about-us/history/famous-cases/9-11-investigation/american-airlines-11; Reuters article https://www.reuters.com/article/us-sept11-bush/witness-with-president-bush-after-the-planes-hit-on-sept-11-idUSTRE78A0O920110911, \"Witness: With President Bush after the planes hit on Sept 11\"</p>\n<p> (Compiled by Leslie Adler; Editing by Jonathan Oatis)</p> </div></body></html>","source":"highlight_streetinsider","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>Timeline: What happened on Sept. 11, 2001</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\">\nTimeline: What happened on Sept. 11, 2001\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 18:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18929071><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -     Here is a timeline for Sept. 11, 2001, when commercial airliners crashed into the New York World Trade Center twin towers, the Pentagon and, after passengers mounted a counterattack, a...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18929071\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空"},"source_url":"https://www.streetinsider.com/dr/news.php?id=18929071","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166377199","content_text":"(Reuters) -     Here is a timeline for Sept. 11, 2001, when commercial airliners crashed into the New York World Trade Center twin towers, the Pentagon and, after passengers mounted a counterattack, a Pennsylvania field.\nNearly 3,000 people were killed, including more than 2,600 at the World Trade Center, 125 at the Pentagon, and 265 on the four planes.\nTHE HIJACKINGS\nAmerican Airlines Flight 11\n0759 EDT: American Airlines 11 departs from Boston for Los Angeles\n0814: The flight has its last routine communication with the ground\n0819: A flight attendant calls the airline's reservation office in North Carolina via an airphone and reports an emergency \n0841: A duty manager in American Airlines' operations center in Fort Worth, Texas, is told air traffic controllers have declared the flight a hijacking and think the plane is headed toward New York's John F. Kennedy International Airport\n0844: North Carolina airline employee loses phone contact with the flight attendant. Another flight attendant in a phone call to American's office in Boston says: \"Something is wrong. We are in a rapid descent.\" Asked to look out a window to try and determine where they were, flight attendant says: \"We are flying way too low.\" Seconds later she says, \"Oh my God, we are way too low.\"\n0846: Flight 11 crashes into the World Trade Center's North Tower\n1028: North Tower collapses\nUnited Airlines Flight 175\n0758: United Airlines 175 departs from Boston for Los Angeles\n0842: The flight reports a \"suspicious transmission\" overheard from another plane (American Airlines 11). It is the flight's last communication with the ground\n0852: A flight attendant calls the airline's San Francisco office and reports the plane has been hijacked, both pilots killed, a flight attendant stabbed and hijackers probably flying the plane\n0858: The flight takes a heading toward New York City\n0903: The plane strikes the World Trade Center's South Tower \n0958: South Tower collapses in 10 seconds\nAmerican Airlines Flight 77\n0810: American Airlines 77 departs from Dulles for Los Angeles\n0854: Flight deviates from assigned course. Two minutes later transponder is turned off\n0900: An American Airlines executive learns communications have been lost with flight, making it American's second plane in trouble. All American Airlines flights in Northeast that have not yet taken off are ordered to remain on the ground. American makes the ground stop nationwide after learning a United Airlines plane is missing\n0929: Flight 77 autopilot disengaged\n0934: Ronald Reagan Washington National Airport advises U.S. Secret Service of unknown aircraft heading in direction of the White House. Plane makes a 330-degree turn and points toward Pentagon and downtown Washington\n0937: Flight 77 crashes into the Pentagon\nUnited Airlines Flight 93\n0842: United Airlines 93 departs from Newark for San Francisco\n0928: Flight 93 suddenly drops 700 feet (210 meters). Eleven seconds into the descent air traffic control in Cleveland receives the first of two radio transmissions; captain or first officer is heard declaring, \"Mayday\"\n0958: Flight 93 passenger assault on hijackers begins\n1002: Flight 93 plows into field in Shanksville, Pennsylvania \nFederal Aviation Administration acts\n0906: FAA stops departures of all flights bound to or through airspace of airports controlled by New York air traffic control and adjacent control centers\n0908: FAA halts takeoff of all civilian planes nationwide\n0945: FAA orders all civilian aircraft to land at nearest airport as soon as possible; 4,546 flights were airborne \nTHE PRESIDENT\n0905: President George W. Bush is seated in a classroom in Sarasota, Florida, when his chief of staff whispers to him, \"A second plane hit the second tower. America is under attack.\" Bush remains in the classroom about five to seven minutes\n0935: President's motorcade departs, arriving at airport between 0942 and 0945\n0954: Air Force One departs without any fixed destination and lands at Barksdale Air Force Base in Louisiana; soldiers encircle the plane before Bush descends. Bush is flown to Washington on a backup Air Force jet \n*Sources: The 9/11 Commission report https://govinfo.library.unt.edu/911/report/911Report_Exec.htm by the National Commission on Terrorist Attacks Upon the United States; the 9/11 Memorial & Museum https://www.911memorial.org/911-faqs; FBI archives on 9/11 investigations https://archives.fbi.gov/archives/about-us/history/famous-cases/9-11-investigation/american-airlines-11; Reuters article https://www.reuters.com/article/us-sept11-bush/witness-with-president-bush-after-the-planes-hit-on-sept-11-idUSTRE78A0O920110911, \"Witness: With President Bush after the planes hit on Sept 11\"\n (Compiled by Leslie Adler; Editing by Jonathan Oatis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881388558,"gmtCreate":1631293081874,"gmtModify":1676530523210,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Wow.. I hope the next Tesla it is","listText":"Wow.. I hope the next Tesla it is","text":"Wow.. I hope the next Tesla it is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881388558","repostId":"1169786564","repostType":2,"repost":{"id":"1169786564","pubTimestamp":1631266317,"share":"https://ttm.financial/m/news/1169786564?lang=&edition=fundamental","pubTime":"2021-09-10 17:31","market":"us","language":"en","title":"Fisker’s Risky Strategy Makes Them Stand Out in the EV Space","url":"https://stock-news.laohu8.com/highlight/detail?id=1169786564","media":"InvestorPlace","summary":"FSR stock is a gambling on an approach rarely seen in the industry.\n\nIs Fisker Inc. biting off more ","content":"<blockquote>\n <b>FSR stock is a gambling on an approach rarely seen in the industry.</b>\n</blockquote>\n<p>Is&nbsp;<b><a href=\"https://laohu8.com/S/FSR\">Fisker Inc.</a> </b>biting off more than it can chew? It’s a fair question, considering FSR stock is down more than 30% over the last six months.</p>\n<p>The fledging electric vehicle (EV) company hasn’t brought in any revenue yet. It hasn’t built or sold a finished vehicle. But Fisker has embarked on a path that even its executives call “quite unique.”</p>\n<p>I get that Fisker is an appealing company, particularly for investors who are looking to get in on the ground floor of the next<b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>). Anyone who buys FSR stock at today’s prices of roughly $14 is hoping for a growth spurt that parallel’s Elon Musk’s powerhouse.</p>\n<p>I mentionedwhen I wrote about Fisker last monththat investors need to have a great deal of faith in the company to buy FSR stock. And they need to have a strong tolerance for risk because this is a ride that will see plenty of ups and downs.</p>\n<p>But if you take the time to look carefully at the risks, you may decide that FSR stock is <a href=\"https://laohu8.com/S/AONE.U\">one</a> for you.</p>\n<p>Let’s take a look at one of those “quite unique” factors that may make Fisker a risk – or set it up for greater rewards.</p>\n<p><b>Fisker’s Twin Approach</b></p>\n<p>One of the most interesting things about Fisker stock is that the company is attempting to build two different vehicles at the same time. Rather than launching one EV and using the lessons learned to refine its processes, it’s jumping in with both feet to build two distinct vehicles at the same time.</p>\n<p>Fisker is working with<b><a href=\"https://laohu8.com/S/MGA\">Magna</a> International</b>(NYSE:<b><u>MGA</u></b>) to build its first vehicle, the Fisker Ocean SUV. The vehicle is beingbuilt in Europewith a starting price of $37,499 – a little upscale for SUV prices. The vehicle is expected to start rolling off assembly lines in Austria in the fourth quarter of 2022.</p>\n<p>“Magna’s proven capabilities, particularly in electric vehicles, form a strong basis to support Fisker with world class engineering and manufacturing of the Fisker Ocean,” said Magna Steyr President Frank Klein.</p>\n<p>At the same time, Fisker launched what it calls Project Pear for its second vehicle. That’s an effort in conjunction with Taiwanese manufacturer<b>Foxconn</b>to mass-produce an electric SUV that will be priced at less than $30,000. If successful, that would open Fisker to a lucrative mid-sized SUV market.</p>\n<p>The Project Pear vehicle is slated for release in late 2023.</p>\n<p><b>A Risk? Or a Chance for Greater Rewards?</b></p>\n<p>It would make more sense for a pre-revenue company like Fisker to focus its efforts on a single vehicle. There are inevitably mistakes, processes to refine and best practices created. All of that makes a learning curve that makes the second, third and fourth vehicles easier to produce.</p>\n<p>Even Tesla worked on one car at a time in its early days. The company, which was founded in 2003,launched its long-awaited Roadsterin 2008. It wasn’t until 2011 before it launched the prototype of its second car, the Model S sedan.</p>\n<p>Of course, there are differences as well. Tesla didn’t become a public company until 2010. It also struggled through some legal issues, and with cash flow and liquidity.</p>\n<p>Fisker went public through a SPAC merger before it made its first car. And while it’s working on two versions of an SUV, it’s also already flirting with other models. It released an image of a pickup truck. And it has hinted at the idea of a coupe crossover and a sedan.</p>\n<p>CEO Henrik Fisker spoke to the company’s multi-pronged approach during the company’sAugust conference call with analysts:</p>\n<blockquote>\n <i>“The ability to actually execute two vehicle platforms, two different vehicle platforms, in this stage as a startup companies is quite unique. I think it really validates our strategy. I don’t think there’s any startup ever, even EV U.S. startup that actually have developed or started to develop two platforms simultaneously, despite probably having some of them having raised more billions of dollars than we have. And I think it really shows the strength of our business model, the strengths of our team, and of course, the strength of our partnership, because we do have two amazing, two different partners and I think that really sets us apart.”</i>\n</blockquote>\n<p><b>The Bottom Line on FSR Stock</b></p>\n<p>Fisker is trying to do something that is rarely, if ever, done. It’s creating two completely different vehicles before bringing in any sales.</p>\n<p>That’s tough. It’s ambitious.</p>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> should prepare for a volatile ride with FSR stock. The company, if its correct on its bet, could see rich rewards.</p>\n<p>You just have to decide if your risk tolerance can stomach the trip.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fisker’s Risky Strategy Makes Them Stand Out in the EV Space</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\">\nFisker’s Risky Strategy Makes Them Stand Out in the EV Space\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/09/fsr-stock-risky-strategy-stand-out-ev-space/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FSR stock is a gambling on an approach rarely seen in the industry.\n\nIs Fisker Inc. biting off more than it can chew? It’s a fair question, considering FSR stock is down more than 30% over the last ...</p>\n\n<a href=\"https://investorplace.com/2021/09/fsr-stock-risky-strategy-stand-out-ev-space/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSR":"菲斯克"},"source_url":"https://investorplace.com/2021/09/fsr-stock-risky-strategy-stand-out-ev-space/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169786564","content_text":"FSR stock is a gambling on an approach rarely seen in the industry.\n\nIs Fisker Inc. biting off more than it can chew? It’s a fair question, considering FSR stock is down more than 30% over the last six months.\nThe fledging electric vehicle (EV) company hasn’t brought in any revenue yet. It hasn’t built or sold a finished vehicle. But Fisker has embarked on a path that even its executives call “quite unique.”\nI get that Fisker is an appealing company, particularly for investors who are looking to get in on the ground floor of the nextTesla(NASDAQ:TSLA). Anyone who buys FSR stock at today’s prices of roughly $14 is hoping for a growth spurt that parallel’s Elon Musk’s powerhouse.\nI mentionedwhen I wrote about Fisker last monththat investors need to have a great deal of faith in the company to buy FSR stock. And they need to have a strong tolerance for risk because this is a ride that will see plenty of ups and downs.\nBut if you take the time to look carefully at the risks, you may decide that FSR stock is one for you.\nLet’s take a look at one of those “quite unique” factors that may make Fisker a risk – or set it up for greater rewards.\nFisker’s Twin Approach\nOne of the most interesting things about Fisker stock is that the company is attempting to build two different vehicles at the same time. Rather than launching one EV and using the lessons learned to refine its processes, it’s jumping in with both feet to build two distinct vehicles at the same time.\nFisker is working withMagna International(NYSE:MGA) to build its first vehicle, the Fisker Ocean SUV. The vehicle is beingbuilt in Europewith a starting price of $37,499 – a little upscale for SUV prices. The vehicle is expected to start rolling off assembly lines in Austria in the fourth quarter of 2022.\n“Magna’s proven capabilities, particularly in electric vehicles, form a strong basis to support Fisker with world class engineering and manufacturing of the Fisker Ocean,” said Magna Steyr President Frank Klein.\nAt the same time, Fisker launched what it calls Project Pear for its second vehicle. That’s an effort in conjunction with Taiwanese manufacturerFoxconnto mass-produce an electric SUV that will be priced at less than $30,000. If successful, that would open Fisker to a lucrative mid-sized SUV market.\nThe Project Pear vehicle is slated for release in late 2023.\nA Risk? Or a Chance for Greater Rewards?\nIt would make more sense for a pre-revenue company like Fisker to focus its efforts on a single vehicle. There are inevitably mistakes, processes to refine and best practices created. All of that makes a learning curve that makes the second, third and fourth vehicles easier to produce.\nEven Tesla worked on one car at a time in its early days. The company, which was founded in 2003,launched its long-awaited Roadsterin 2008. It wasn’t until 2011 before it launched the prototype of its second car, the Model S sedan.\nOf course, there are differences as well. Tesla didn’t become a public company until 2010. It also struggled through some legal issues, and with cash flow and liquidity.\nFisker went public through a SPAC merger before it made its first car. And while it’s working on two versions of an SUV, it’s also already flirting with other models. It released an image of a pickup truck. And it has hinted at the idea of a coupe crossover and a sedan.\nCEO Henrik Fisker spoke to the company’s multi-pronged approach during the company’sAugust conference call with analysts:\n\n“The ability to actually execute two vehicle platforms, two different vehicle platforms, in this stage as a startup companies is quite unique. I think it really validates our strategy. I don’t think there’s any startup ever, even EV U.S. startup that actually have developed or started to develop two platforms simultaneously, despite probably having some of them having raised more billions of dollars than we have. And I think it really shows the strength of our business model, the strengths of our team, and of course, the strength of our partnership, because we do have two amazing, two different partners and I think that really sets us apart.”\n\nThe Bottom Line on FSR Stock\nFisker is trying to do something that is rarely, if ever, done. It’s creating two completely different vehicles before bringing in any sales.\nThat’s tough. It’s ambitious.\nInvestors should prepare for a volatile ride with FSR stock. The company, if its correct on its bet, could see rich rewards.\nYou just have to decide if your risk tolerance can stomach the trip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883637753,"gmtCreate":1631237241472,"gmtModify":1676530504291,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"I bought this at 16&nbsp;","listText":"I bought this at 16&nbsp;","text":"I bought this at 16","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883637753","repostId":"1158905975","repostType":2,"repost":{"id":"1158905975","pubTimestamp":1631160341,"share":"https://ttm.financial/m/news/1158905975?lang=&edition=fundamental","pubTime":"2021-09-09 12:05","market":"us","language":"en","title":"Fisker Vs NIO: Which EV Stock Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158905975","media":"Seeking Alpha","summary":"Summary\n\nImproving battery technology, greater charging infrastructure availability, and increasing ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Improving battery technology, greater charging infrastructure availability, and increasing price parity with ICE vehicles have supercharged electric vehicle (“EV”) adoption in recent years.</li>\n <li>Global EV sales have surged by over 40% in 2020, and are poised to reach newer heights this year, making it an exciting investment opportunity.</li>\n <li>But the growing number of EV stocks, ranging from established EV makers to pre-revenue start-ups, have made it increasingly difficult to determine which makes a better investment.</li>\n <li>A similar investment dilemma applies to NIO and Fisker, with one being a leading EV brand in China, and the other still in pre-revenue and pre-production phase.</li>\n <li>While our outlook remains bullish on both stocks, we believe NIO makes a higher-growth long-term investment due to the increasing value ascribed to its proprietary technology, including battery swaps and autonomous driving.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce9e6240d6fd9622f36cd021340e6c90\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"><span>Andy Feng/iStock Editorial via Getty Images</span></p>\n<p>Improving battery technology, greater charging infrastructure availability, and increasing price parity with ICE vehicles have supercharged electric vehicle (“EV”) adoption in recent years. The EV industry has emerged as one of the fastest-growing segments of the 21stcentury – while global car sales suffered from an unprecedented slump during 2020 due to COVID-related lockdowns and economic uncertainty,EV sales surged by over 40%&nbsp;from 2019. And EV sales are poised to&nbsp;reach newer heights&nbsp;this year, making it an exciting investment opportunity that many have set their eyes on.</p>\n<p>But the growing number of options, ranging from established EV makers to pre-revenue early-stage EV start-ups, have made it increasingly difficult to determine which makes a higher growth investment. A similar investment dilemma applies to NIO (NIO) and Fisker (FSR), where the former has already emerged as one of the leading EV brands in China with ongoing plans for overseas expansion, while the latter is still in testing phase for its first vehicle. In our most recent coverage of&nbsp;NIO&nbsp;and&nbsp;Fisker, we have assigned both companies a buy signal. Although the 12-month price targets we have set for both stocks would indicate that Fisker exhibits similar upside potential in the near-term, we believe NIO would generate a better risk-return tradeoff over the long-run due to the increasing value of its innovative technology developments. NIO also makes a safer investment considering its EVs and proprietary battery swapping technology have already been tried and tested with proven demand in both China and Europe.</p>\n<p><b>NIO’s Advantage with Innovation, Overseas Expansion, and a Differentiated Business Model</b></p>\n<p>In the span of just a little over three years, NIO has grown into one of the largest EV brands in China with more than 130,000 vehicles sold to date. Although delivery volumes have slowed in recent months due to ongoing volatility of global chip supply, NIO has continued to achieve strong double-digit year-over-year sales growth. New orders have also been consistently reaching all-time highs on a monthly basis, underpinning significant sales growth ahead as demand continues to ramp up rapidly.</p>\n<p><b>Sales Boost by Innovation</b></p>\n<p>In addition to its diversified line-up of fully battery-powered EVs, NIO is best known for their development of battery swapping technology, in-vehicle artificial intelligence and autonomous driving.Its innovative accomplishments achieved to date are a testament to its vision of expanding beyond the horizons of just building electric cars, but also a comprehensive ecosystem that is driven by technology.</p>\n<p>Most recently, NIO announced the addition of a&nbsp;150 kWh solid-state battery pack&nbsp;to its current line-up of swappable batteries. NIO currently offers swappable 70 kWh and 100 kWh battery packs, which already enable a range capability of 300 miles and 435 miles, respectively. The newest 150 kWh solid-state battery pack, which is expected to enter commercial use in Q4 2022, will deliver range capability of more than 450 miles for the first-generation ES8 SUVs, and up to 620 miles for the newer and more efficient models. This would top current record-holder&nbsp;Lucid Motors’(LCID) range capability of 517 miles on a single charge. Paired with its proprietary battery swapping technology, which can switch a dead battery out for a fully charged one in under three minutes, NIO answers to two of the biggest roadblocks to global EV adoption – range anxiety and long charge times.</p>\n<p>Although the average commute is typically less than 40 miles per day, most drivers have indicated a&nbsp;preference for EVs with higher range capability&nbsp;to preserve the “peace of mind” they have gotten used to with ICE vehicles. Charge time and charging infrastructure availability have also proven to be other critical considerations in the EV purchasing decision. Most Tesla owners have credited the accessible network of Supercharger fast-charging stations for their respective purchasing decisions, underpinning&nbsp;Tesla’s(TSLA) success in becoming the industry leader over the years. And NIO’s proprietary battery swapping technology enables the same growth prospects. In addition to its network of over 200 fast-charging&nbsp;Power Charger&nbsp;stations across China, NIO has also installed more than 300 Power Swap stations across the country, with a commitment to build&nbsp;4,000 more globally by 2025. NIO also one-ups Tesla by offering “Battery as a Service” (“BaaS”), which is a monthly subscription service that provides NIO owners with flexible options for battery upgrades based on personal budgets and travel needs. The increasing availability of its charging infrastructure, combined with the additional price-friendly and flexible battery options make NIO well-positioned to capture a larger share of the EV market in the long-run.</p>\n<p><b>Increasing Global Market Share</b></p>\n<p>The Chinese EV maker is also on track to making its Norway debut in a few weeks. Its first shipment of the ES8 to the new market has already arrived, and NIO has started offering test drives since August 30th&nbsp;in preparation for the grand opening of its first NIO House and delivery center overseas on&nbsp;September 23rd. The build-out of NIO’s sales and service network in Norway will continue into 2022, with four more locations to open across Bergen, Stavanger, Trondheim and Kristansand. In addition to the NIO House, the EV maker will also be deploying its proprietary swap stations across Norway, staying true to its commitment to offering NIO owners with a range-anxiety-free driving experience.</p>\n<p>NIO’s newest technological developments will also underpin its expansion plans across Europe, as the region continues to be one of the largest EV markets in the world, following closely behind China’s. The European Commission’s recent tightening of theiremissions standardsandemissions reduction targetsis expected to further accelerate mass-market EV adoption across the broader European markets in coming years, making NIO’s recent entry to the region a well-timed move. EV demand in Europe is expected to surge at a compounded annual growth rate (“CAGR”) of 25.4% towards amarket value of more than $143 billionthrough to 2027. And passenger EV makers like NIO are poised to be the largest beneficiaries. The passenger cars segment currently accounts for more than 80% of the European EV market, and is expected remain the leading driver of growth within the industry through to the end of the decade. In order to further its capitalization of the growing opportunities in Europe, NIO has recently hired a new CEO to lead NIO’s European operations, and is currently planning additional expansion into other regions includingGermanyandAmsterdam.</p>\n<p>Following its expansion into Europe, NIO also plans to step foot into the U.S. EV market. A recent interview by NIO’s founder and CEO, William Li, hints at the possibility of materializing its U.S. expansion plans within the ten-year horizon. Although U.S. EV sales currently lag behind China’s and Europe’s by a wide margin, the Biden administration’s recent push for electrification of the transportation sector makes the U.S. an opportunity-filled market with EV adoption rates to surge in the latter half of the decade. Preliminary estimates show that U.S. EV sales could grow at a CAGR of up to 30% towards a total of18 million EVs on American roadsby the end of the decade, representing approximately14% of projected global EV sales. These growth trends make strong tailwinds for NIO, with its potential entry into the U.S. market to coincide with the American EV market’s prime time.</p>\n<p><b>Growing via Horizontal Expansion</b></p>\n<p>The coming year is expected to be pivotal for NIO as it taps into the broader global market with new cars, a separate brand, and strategic investments into rival brands. During the second quarter earnings call, NIO announced the launch of two new EV models in addition to the previously announced ET7 sedan in 2022; one of which will become NIO’s lowest-priced offering. The EV maker also unveiled plans for a separate brand that will offer more affordably priced vehicles to drive higher mass-market appeal. The two newly announced strategies will be complementary to NIO’s near-term plans of expanding its presence in China’s smaller “Tier 3” cities, and competing head-on with Tesla’s best-selling Model Y/3.</p>\n<p>NIO has also recently made aninvestment contribution to Lotus Technology, the EV unit of iconic British sportscar-maker, Lotus. As part of the strategic partnership, both NIO and Lotus will collaborate in developing “high-end intelligent EVs” and facilitate Lotus’ planned roll-out of new EV models over the next five years. It will also enable profit sharing for NIO as competition continues to rise within the sector.</p>\n<p><b>Fisker’s Entry to the Capital-Intensive Sector with an Asset Lite Model</b></p>\n<p>In contrast to NIO’s established operations, Fisker’s production timeline continues to trail behind its peers with the flagship Ocean SUV still in testing phase. The company has recently reiterated its commitment to begin production of the Fisker Ocean in late 2022, with a full marketing campaign to roll-out in November. Aside from repeatedly confirming that the Ocean program is “on time and on budget”, the EV start-up has remained tight-lipped as usual on the vehicle’s technology and specs, with plans to reveal the production version of the vehicle at the LA Auto Show in November.</p>\n<p><b>Pre-Launch Momentum</b></p>\n<p>To date, Fisker has secured over 17,500 reservations for the Ocean SUV. Considering each reservation is priced at $250, and only 90% refundable if cancelled, the volume of reservations acquired to date is a testament of strong public interest in the vehicle, given there has not been any information released on its technological capabilities yet. The pre-revenue EV start-up is aiming to acquire at least 25,000 reservations for the Fisker Ocean by the end of the year, with another 50,000 in 2022 to ensure a sell-out in 2023. The company has also turned to opportunities within the commercial landscape by acquiring fleet orders fromCredit Agricole Consumer Finance,Ontocar subscription services, andViggoride-hailing services. The achievements underscore its ability to ramp effectively once the Ocean SUV enters production phase in about 15 months.</p>\n<p>Like NIO and other rising EV start-ups, Fisker intends to adopt a direct sales strategy to maximize customer experience. Currently, Fisker plans to sell the Ocean in the U.S. and certain countries across Europe, including the U.K., Germany, Denmark, Norway and Sweden, first. And once additional models roll-out, the EV maker will likely make an entry into additional markets across Asia, including thefastest-growing Chinese market and India. Although specific details on its global expansion timeline are limited, Fisker’s international aspirations will be a critical factor to its long-term success.</p>\n<p><b>Asset Lite Business Model</b></p>\n<p>Similar to NIO, Fisker does not produce its vehicles in-house. Instead, the EV start-up implements an “asset lite” business model, which has bolstered its incredible strength in cost management – with the Ocean Program to be fully funded by the $1 billion proceeds from its SPAC merger last year, and only 15 months away from start of production, Fisker’s balance sheet still boasts a cash balance of more than $962 million. The asset lite business model helps Fisker bypass the capital-intensive nature of car-making by requiring it to co-develop its vehicles and platforms with renowned manufacturing partners and suppliers. And to avoid the typical cost inefficiencies that accompany outsourced manufacturing arrangements, Fisker ensures its production partners have “equal skin in the game” by either offering equity stake in the company or ensuring the project is a joint-venture investment. The carmaker has also been highly selective in the process of choosing its strategic partners, and only works with the most reputable and experienced in the industry to ensure quality control.</p>\n<p>The Ocean SUV will be manufactured by Magna, one of the largest auto manufacturers in the world. Together, the two companies have co-developed the FM 29 platform that will drive the Ocean SUV and additional EV models in the future. In exchange, Magna is offered a 6% stake in Fisker, exercisable through achievement of “interrelated performance conditions” (pg. 97 of the2020 10K). Magna has also opened several Fisker-dedicated operational areas at the carbon-neutral facility in Graz, Austria to facilitate theirlong-term manufacturing agreementthrough to 2029. The facilities will allocate annual production capacity of well over 100,000 vehicles at full ramp up to Fisker.</p>\n<p>In addition to the Ocean SUV, Fisker is also working with Foxconn on the production of their second model,PEAR, and its underlying FP 28 platform. The unique deal structure requires Foxconn to provide investments in areas related to the manufacturing process and the technology supply chain, while Fisker will lead on the design process, product development and go-to-market strategies. The PEAR is expected to be a new-segment vehicle that will “revolutionize” the electric vehicle driving experience. The new vehicle is scheduled to enter production in late 2023, with a price tag of $30,000 before tax incentives. Fisker and Foxconn are currently finalizing plans on amanufacturing site in the U.S.that could handle a production capacity of up to 150,000 units annually. And in the long-run, the partners plan to manufacture and sell at least 250,000 units of the PEAR per year globally upon full production ramp up.</p>\n<p>Aside from its production partners, Fisker has also forged strategic partnerships with critical component suppliers and after-sales service providers.Bridgestone Tireshas recently been selected as the exclusive tire partner for the Fisker Ocean, while another undisclosed battery cell manufacturer, who is one of the five largest in the world, will supply the battery packs.Sharphas also been engaged as the designated developer and supplier of interior display systems for up to four Fisker EV models. As for after-sales service partners, Fisker has recently made a $10 million private investment in public equity (“PIPE”) supporting the upcoming reverse merger ofAllego, a European EV charging network, with Spartan Acquisition Corp, III. The strategic investment will pave the way for efficient access to charging infrastructure for Fisker customers in Europe, a critical element in attracting sales and growing its market share. Fisker has also madeElectrify Americaits official charging partner for the U.S. market. The partnership will offer Fisker vehicle owners with exclusive package rates across more than 3,500 Electrify America chargers in the U.S. Other after-sales service partners include theMekonomen GroupandCox Automotive and Rivus Fleet Solutions, which will facilitate Fisker’s logistics and maintenance services in Europe.</p>\n<p><b>Financial ProspectsNIO</b></p>\n<p>Despite NIO’s recent decision to adjust its third-quarter delivery guidance from 23,000 to 25,000 vehicles down to 22,500 to 23,500 vehicles due to ongoing volatility of chip supply, we are expecting the company to keep progressing in line with ourearlier coverage. With close to 56,000 vehicles already delivered this year and new orders reaching an all-time high, NIO is expected to complete approximately 88,000 deliveries by the end of the year. This is expected to yield vehicle sales of RMB 32.6 billion ($5.0 billion) by the end of the year based on average vehicle revenue of RMB 367,000 ($56,635), which is consistent with NIO’s sales mix and pricing strategy observed in recent quarters. The projection also takes into consideration NIO’s upcoming debut in Norway, which will top-up on domestic sales growth expectations in the fourth quarter. Our base-case forecast projects NIO’s vehicle sales to further expand at a CAGR of 30.4% towards RMB 461.4 billion ($71.2 billion) by 2030. The growth assumption is consistent with global EV demand growth trends, as well as NIO’s historical performance and ongoing market share expansion initiatives.</p>\n<p>NIO’s achievements in battery and autonomous driving technology enhancement will also underpin growth in its other sales revenues. Other sales revenues, which are primarily generated from BaaS and “Autonomous Driving as a Service” (“ADaaS”), are expected to grow in line with vehicle sales at a CAGR of 30.0% from RMB 2.3 billion ($352.1 million) by the end of the year to RMB 31.5 billion ($4.9 billion) by 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/18d9287432802922a3c8c4a9e7cfab94\" tg-width=\"640\" tg-height=\"208\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast (NIO_-_Forecasted_Financial_Information.pdf).</span></p>\n<p>NIO’s net losses are expected to further narrow towards 2024 as margins continue to expand with sales ramp up and scale. Nominal profits of RMB 8.2 billion ($1.3 billion) are forecasted for 2025, with growth at a CAGR of 36.8% towards RMB 39.3 billion ($6.1 billion) by the end of the decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38a9a5037c6bb2e491a0d94c890d8f57\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecasts. Please refer to our previous analysis for a detailed breakdown of NIO’s projected cost structure.</span></p>\n<p><i>i. Base Case Financial Forecast:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48d96e680fc2537af9310d2ac9506ddd\" tg-width=\"640\" tg-height=\"179\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast.</span></p>\n<p><b>Fisker</b></p>\n<p>On the other hand, our base-case forecast projects delivery of at least 40,000 Fisker Ocean SUVs across the U.S. and Europe in 2023 following the start of production, which is consistent with management’s original sales guidance and production volume estimates. With the Fisker Ocean’s middle-trim priced between $50,000 to $55,000 expected to be the best-seller, the flagship SUV is forecasted to generate $2.1 billion of revenues for the carmaker in 2023. And based on ramped-up production capacity of at least 5,000 units per month starting in 2023, we are projecting sales of at least 60,000 units of the Fisker Ocean by 2024, totaling $3.3 billion in projected revenues. Ocean sales are forecasted to grow further at a CAGR of 22.5% towards $11.1 billion by 2030. The growth assumption is consistent with Fisker’s intentions to expand into Asia-Pacific regions in the long-run, as well as&nbsp;market expectations on the rise of global EV demand.</p>\n<p>The PEAR model, which is expected to commence production and deliveries in late 2023, is forecasted to add an additional $1.8 billion to revenues in 2024. With aspirations to produce and sellat least 250,000 unitsof the PEAR annually in the long-run, Fisker is expected to generate PEAR revenues of $6.1 billion by the end of the decade. This accordingly translates to PEAR revenue growth at a CAGR of 22.5% from 2024 to 2030, which is consistent with Fisker’s sales guidance per itsInvestor Presentationand global EV market growth trends.</p>\n<p>Fisker also plans to launch two more vehicles in addition to the Ocean and PEAR before 2025. With a planned average sales price of $59,000 and a goal of selling 200,000 to 250,000 vehicles by the end of 2025, our base case forecast projects total revenues of $8.5 billion by then. Total revenues are expected to further expand at a CAGR of 25.6% towards $21.2 billion by 2030. Note that projected total revenues also include nominal merchandise sales of approximately $100,000 per year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6086733e59a4a20b8540494d0e688e2\" tg-width=\"640\" tg-height=\"246\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecast.</span></p>\n<p>With Fisker’s margins to continuously improve after start of productions with cost-efficiencies enabled by its asset lite business model, our base-case forecast projects narrowing net losses from $380.0 million by the end of the year to $290.8 million by 2022. The EV start-up is expected to start realizing profits of $197.9 million starting in 2023, with further growth towards $774.3 million by 2025 when all four anticipated EV models enter production, and towards $1.95 billion by 2030.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9412fb3be94fd83ecc56715bc26b414a\" tg-width=\"640\" tg-height=\"200\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal financial forecasts. Please refer to our previous analysis for a detailed breakdown of Fisker’s projected cost structure.</span></p>\n<p><i>i. Base Case Financial Forecast:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/967dab57068b839e32c04b2d47260942\" tg-width=\"640\" tg-height=\"206\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p>Consistent with our&nbsp;recent&nbsp;analyses&nbsp;performed on both stocks, our 12-month price targets for NIO and Fisker remain at $59.74 and $20.61, respectively. These projections represent upside potential of close to 48% for both stocks based on their last traded share price on September 3rd.</p>\n<p>We have performed a discounted cash flow (“DCF”) analysis to determine the respective 12-month price targets for NIO and Fisker. Specifically, we have used projected free cash flows up to 2025 in the DCF analysis to reflect the valuation expectations on both companies’ near-term growth initiatives.</p>\n<p>For NIO’s valuation analysis, we have applied a WACC of 11.9% to discount the projected free cash flows. The valuation assumption is consistent with the company’s current risk profile, taking into consideration its highly leveraged balance sheet and recent volatility in its price performance given uncertainties over the Chinese regulatory landscape. The valuation analysis also assumes a 90.6x EV/EBITDA multiple, which reflects NIO’s achievements in proprietary technology development in addition to EV sales, as well as ongoing growth initiatives and business outlook. This compares to the EV/EBITDA range of 70.9x to 111.2x observed across its industry peers.</p>\n<p><i>i. Near-Term Valuation Analysis – NIO:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89d32cdceadf5ef5899705290bf42593\" tg-width=\"640\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p>On the other hand, we have applied a WACC of 13.4% to discount the projected free cash flows of Fisker to compute the stock’s 12-month price target. Although the company has largely remained debt-free with sufficient liquidity to complete the Ocean program, the company is a relatively riskier investment compared to NIO considering itisa pre-revenue and pre-production start-up. The WACC also considers Fisker’s recent announcement to fund the PEAR program with a new private debt offering of $625 million at 2.50% due in 2026. The valuation analysis assumes a 13.6x EV/EBITDA multiple, which is consistent with those of EV start-ups that are still in pre-revenue and testing phase, and have recently completed a reverse SPAC merger. The valuation multiple applied also reflects Fisker’s smaller scale of operations in terms of sales capacity, as well as technological developments in comparison to NIO and other established EV makers in the industry.</p>\n<p><i>ii. Near-Term Valuation Analysis – Fisker:</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/844570c70f1d3c319436280658c72dd5\" tg-width=\"640\" tg-height=\"330\" width=\"100%\" height=\"auto\"><span>Source: Author, with data from our internal valuation analysis.</span></p>\n<p>Over the next five years, we foresee NIO and Fisker’s share price to reach as high as$160and$39, respectively. The long-term valuations prescribed reflect both companies’ estimated intrinsic values upon realization of their respective growth aspirations set out for the next five to ten years. For Fisker, these initiatives include full materialization of launching four EV models before 2025 with expansion into Asia-Pacific regions, as well as achieving positive operating cash flow and profits. And for NIO, the projected long-term valuation also captures the additional value generated from its technological advancements, including the global build-out of battery swap stations, development of long-range solid-state batteries, and materialization oflevel four autonomous driving technology.</p>\n<p><b>Conclusion</b></p>\n<p>While accelerated global EV adoption trends underscore high-growth opportunities for both stocks, NIO makes a better long-term investment given its established operations and proprietary technological developments. But near-term catalysts for both stocks should not be overlooked. NIO’s official opening of its Norway operations in two weeks and Fisker’s reveal of the Ocean SUV’s production version in November are expected to underpin additional upsides for their respective price performances in the next twelve months. This makes both stocks attractive options at current price levels for those looking to capitalize on their growth potentials.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fisker Vs NIO: Which EV Stock Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nFisker Vs NIO: Which EV Stock Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 12:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4454103-fisker-vs-nio-ev-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nImproving battery technology, greater charging infrastructure availability, and increasing price parity with ICE vehicles have supercharged electric vehicle (“EV”) adoption in recent years.\n...</p>\n\n<a href=\"https://seekingalpha.com/article/4454103-fisker-vs-nio-ev-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","FSR":"菲斯克"},"source_url":"https://seekingalpha.com/article/4454103-fisker-vs-nio-ev-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158905975","content_text":"Summary\n\nImproving battery technology, greater charging infrastructure availability, and increasing price parity with ICE vehicles have supercharged electric vehicle (“EV”) adoption in recent years.\nGlobal EV sales have surged by over 40% in 2020, and are poised to reach newer heights this year, making it an exciting investment opportunity.\nBut the growing number of EV stocks, ranging from established EV makers to pre-revenue start-ups, have made it increasingly difficult to determine which makes a better investment.\nA similar investment dilemma applies to NIO and Fisker, with one being a leading EV brand in China, and the other still in pre-revenue and pre-production phase.\nWhile our outlook remains bullish on both stocks, we believe NIO makes a higher-growth long-term investment due to the increasing value ascribed to its proprietary technology, including battery swaps and autonomous driving.\n\nAndy Feng/iStock Editorial via Getty Images\nImproving battery technology, greater charging infrastructure availability, and increasing price parity with ICE vehicles have supercharged electric vehicle (“EV”) adoption in recent years. The EV industry has emerged as one of the fastest-growing segments of the 21stcentury – while global car sales suffered from an unprecedented slump during 2020 due to COVID-related lockdowns and economic uncertainty,EV sales surged by over 40% from 2019. And EV sales are poised to reach newer heights this year, making it an exciting investment opportunity that many have set their eyes on.\nBut the growing number of options, ranging from established EV makers to pre-revenue early-stage EV start-ups, have made it increasingly difficult to determine which makes a higher growth investment. A similar investment dilemma applies to NIO (NIO) and Fisker (FSR), where the former has already emerged as one of the leading EV brands in China with ongoing plans for overseas expansion, while the latter is still in testing phase for its first vehicle. In our most recent coverage of NIO and Fisker, we have assigned both companies a buy signal. Although the 12-month price targets we have set for both stocks would indicate that Fisker exhibits similar upside potential in the near-term, we believe NIO would generate a better risk-return tradeoff over the long-run due to the increasing value of its innovative technology developments. NIO also makes a safer investment considering its EVs and proprietary battery swapping technology have already been tried and tested with proven demand in both China and Europe.\nNIO’s Advantage with Innovation, Overseas Expansion, and a Differentiated Business Model\nIn the span of just a little over three years, NIO has grown into one of the largest EV brands in China with more than 130,000 vehicles sold to date. Although delivery volumes have slowed in recent months due to ongoing volatility of global chip supply, NIO has continued to achieve strong double-digit year-over-year sales growth. New orders have also been consistently reaching all-time highs on a monthly basis, underpinning significant sales growth ahead as demand continues to ramp up rapidly.\nSales Boost by Innovation\nIn addition to its diversified line-up of fully battery-powered EVs, NIO is best known for their development of battery swapping technology, in-vehicle artificial intelligence and autonomous driving.Its innovative accomplishments achieved to date are a testament to its vision of expanding beyond the horizons of just building electric cars, but also a comprehensive ecosystem that is driven by technology.\nMost recently, NIO announced the addition of a 150 kWh solid-state battery pack to its current line-up of swappable batteries. NIO currently offers swappable 70 kWh and 100 kWh battery packs, which already enable a range capability of 300 miles and 435 miles, respectively. The newest 150 kWh solid-state battery pack, which is expected to enter commercial use in Q4 2022, will deliver range capability of more than 450 miles for the first-generation ES8 SUVs, and up to 620 miles for the newer and more efficient models. This would top current record-holder Lucid Motors’(LCID) range capability of 517 miles on a single charge. Paired with its proprietary battery swapping technology, which can switch a dead battery out for a fully charged one in under three minutes, NIO answers to two of the biggest roadblocks to global EV adoption – range anxiety and long charge times.\nAlthough the average commute is typically less than 40 miles per day, most drivers have indicated a preference for EVs with higher range capability to preserve the “peace of mind” they have gotten used to with ICE vehicles. Charge time and charging infrastructure availability have also proven to be other critical considerations in the EV purchasing decision. Most Tesla owners have credited the accessible network of Supercharger fast-charging stations for their respective purchasing decisions, underpinning Tesla’s(TSLA) success in becoming the industry leader over the years. And NIO’s proprietary battery swapping technology enables the same growth prospects. In addition to its network of over 200 fast-charging Power Charger stations across China, NIO has also installed more than 300 Power Swap stations across the country, with a commitment to build 4,000 more globally by 2025. NIO also one-ups Tesla by offering “Battery as a Service” (“BaaS”), which is a monthly subscription service that provides NIO owners with flexible options for battery upgrades based on personal budgets and travel needs. The increasing availability of its charging infrastructure, combined with the additional price-friendly and flexible battery options make NIO well-positioned to capture a larger share of the EV market in the long-run.\nIncreasing Global Market Share\nThe Chinese EV maker is also on track to making its Norway debut in a few weeks. Its first shipment of the ES8 to the new market has already arrived, and NIO has started offering test drives since August 30th in preparation for the grand opening of its first NIO House and delivery center overseas on September 23rd. The build-out of NIO’s sales and service network in Norway will continue into 2022, with four more locations to open across Bergen, Stavanger, Trondheim and Kristansand. In addition to the NIO House, the EV maker will also be deploying its proprietary swap stations across Norway, staying true to its commitment to offering NIO owners with a range-anxiety-free driving experience.\nNIO’s newest technological developments will also underpin its expansion plans across Europe, as the region continues to be one of the largest EV markets in the world, following closely behind China’s. The European Commission’s recent tightening of theiremissions standardsandemissions reduction targetsis expected to further accelerate mass-market EV adoption across the broader European markets in coming years, making NIO’s recent entry to the region a well-timed move. EV demand in Europe is expected to surge at a compounded annual growth rate (“CAGR”) of 25.4% towards amarket value of more than $143 billionthrough to 2027. And passenger EV makers like NIO are poised to be the largest beneficiaries. The passenger cars segment currently accounts for more than 80% of the European EV market, and is expected remain the leading driver of growth within the industry through to the end of the decade. In order to further its capitalization of the growing opportunities in Europe, NIO has recently hired a new CEO to lead NIO’s European operations, and is currently planning additional expansion into other regions includingGermanyandAmsterdam.\nFollowing its expansion into Europe, NIO also plans to step foot into the U.S. EV market. A recent interview by NIO’s founder and CEO, William Li, hints at the possibility of materializing its U.S. expansion plans within the ten-year horizon. Although U.S. EV sales currently lag behind China’s and Europe’s by a wide margin, the Biden administration’s recent push for electrification of the transportation sector makes the U.S. an opportunity-filled market with EV adoption rates to surge in the latter half of the decade. Preliminary estimates show that U.S. EV sales could grow at a CAGR of up to 30% towards a total of18 million EVs on American roadsby the end of the decade, representing approximately14% of projected global EV sales. These growth trends make strong tailwinds for NIO, with its potential entry into the U.S. market to coincide with the American EV market’s prime time.\nGrowing via Horizontal Expansion\nThe coming year is expected to be pivotal for NIO as it taps into the broader global market with new cars, a separate brand, and strategic investments into rival brands. During the second quarter earnings call, NIO announced the launch of two new EV models in addition to the previously announced ET7 sedan in 2022; one of which will become NIO’s lowest-priced offering. The EV maker also unveiled plans for a separate brand that will offer more affordably priced vehicles to drive higher mass-market appeal. The two newly announced strategies will be complementary to NIO’s near-term plans of expanding its presence in China’s smaller “Tier 3” cities, and competing head-on with Tesla’s best-selling Model Y/3.\nNIO has also recently made aninvestment contribution to Lotus Technology, the EV unit of iconic British sportscar-maker, Lotus. As part of the strategic partnership, both NIO and Lotus will collaborate in developing “high-end intelligent EVs” and facilitate Lotus’ planned roll-out of new EV models over the next five years. It will also enable profit sharing for NIO as competition continues to rise within the sector.\nFisker’s Entry to the Capital-Intensive Sector with an Asset Lite Model\nIn contrast to NIO’s established operations, Fisker’s production timeline continues to trail behind its peers with the flagship Ocean SUV still in testing phase. The company has recently reiterated its commitment to begin production of the Fisker Ocean in late 2022, with a full marketing campaign to roll-out in November. Aside from repeatedly confirming that the Ocean program is “on time and on budget”, the EV start-up has remained tight-lipped as usual on the vehicle’s technology and specs, with plans to reveal the production version of the vehicle at the LA Auto Show in November.\nPre-Launch Momentum\nTo date, Fisker has secured over 17,500 reservations for the Ocean SUV. Considering each reservation is priced at $250, and only 90% refundable if cancelled, the volume of reservations acquired to date is a testament of strong public interest in the vehicle, given there has not been any information released on its technological capabilities yet. The pre-revenue EV start-up is aiming to acquire at least 25,000 reservations for the Fisker Ocean by the end of the year, with another 50,000 in 2022 to ensure a sell-out in 2023. The company has also turned to opportunities within the commercial landscape by acquiring fleet orders fromCredit Agricole Consumer Finance,Ontocar subscription services, andViggoride-hailing services. The achievements underscore its ability to ramp effectively once the Ocean SUV enters production phase in about 15 months.\nLike NIO and other rising EV start-ups, Fisker intends to adopt a direct sales strategy to maximize customer experience. Currently, Fisker plans to sell the Ocean in the U.S. and certain countries across Europe, including the U.K., Germany, Denmark, Norway and Sweden, first. And once additional models roll-out, the EV maker will likely make an entry into additional markets across Asia, including thefastest-growing Chinese market and India. Although specific details on its global expansion timeline are limited, Fisker’s international aspirations will be a critical factor to its long-term success.\nAsset Lite Business Model\nSimilar to NIO, Fisker does not produce its vehicles in-house. Instead, the EV start-up implements an “asset lite” business model, which has bolstered its incredible strength in cost management – with the Ocean Program to be fully funded by the $1 billion proceeds from its SPAC merger last year, and only 15 months away from start of production, Fisker’s balance sheet still boasts a cash balance of more than $962 million. The asset lite business model helps Fisker bypass the capital-intensive nature of car-making by requiring it to co-develop its vehicles and platforms with renowned manufacturing partners and suppliers. And to avoid the typical cost inefficiencies that accompany outsourced manufacturing arrangements, Fisker ensures its production partners have “equal skin in the game” by either offering equity stake in the company or ensuring the project is a joint-venture investment. The carmaker has also been highly selective in the process of choosing its strategic partners, and only works with the most reputable and experienced in the industry to ensure quality control.\nThe Ocean SUV will be manufactured by Magna, one of the largest auto manufacturers in the world. Together, the two companies have co-developed the FM 29 platform that will drive the Ocean SUV and additional EV models in the future. In exchange, Magna is offered a 6% stake in Fisker, exercisable through achievement of “interrelated performance conditions” (pg. 97 of the2020 10K). Magna has also opened several Fisker-dedicated operational areas at the carbon-neutral facility in Graz, Austria to facilitate theirlong-term manufacturing agreementthrough to 2029. The facilities will allocate annual production capacity of well over 100,000 vehicles at full ramp up to Fisker.\nIn addition to the Ocean SUV, Fisker is also working with Foxconn on the production of their second model,PEAR, and its underlying FP 28 platform. The unique deal structure requires Foxconn to provide investments in areas related to the manufacturing process and the technology supply chain, while Fisker will lead on the design process, product development and go-to-market strategies. The PEAR is expected to be a new-segment vehicle that will “revolutionize” the electric vehicle driving experience. The new vehicle is scheduled to enter production in late 2023, with a price tag of $30,000 before tax incentives. Fisker and Foxconn are currently finalizing plans on amanufacturing site in the U.S.that could handle a production capacity of up to 150,000 units annually. And in the long-run, the partners plan to manufacture and sell at least 250,000 units of the PEAR per year globally upon full production ramp up.\nAside from its production partners, Fisker has also forged strategic partnerships with critical component suppliers and after-sales service providers.Bridgestone Tireshas recently been selected as the exclusive tire partner for the Fisker Ocean, while another undisclosed battery cell manufacturer, who is one of the five largest in the world, will supply the battery packs.Sharphas also been engaged as the designated developer and supplier of interior display systems for up to four Fisker EV models. As for after-sales service partners, Fisker has recently made a $10 million private investment in public equity (“PIPE”) supporting the upcoming reverse merger ofAllego, a European EV charging network, with Spartan Acquisition Corp, III. The strategic investment will pave the way for efficient access to charging infrastructure for Fisker customers in Europe, a critical element in attracting sales and growing its market share. Fisker has also madeElectrify Americaits official charging partner for the U.S. market. The partnership will offer Fisker vehicle owners with exclusive package rates across more than 3,500 Electrify America chargers in the U.S. Other after-sales service partners include theMekonomen GroupandCox Automotive and Rivus Fleet Solutions, which will facilitate Fisker’s logistics and maintenance services in Europe.\nFinancial ProspectsNIO\nDespite NIO’s recent decision to adjust its third-quarter delivery guidance from 23,000 to 25,000 vehicles down to 22,500 to 23,500 vehicles due to ongoing volatility of chip supply, we are expecting the company to keep progressing in line with ourearlier coverage. With close to 56,000 vehicles already delivered this year and new orders reaching an all-time high, NIO is expected to complete approximately 88,000 deliveries by the end of the year. This is expected to yield vehicle sales of RMB 32.6 billion ($5.0 billion) by the end of the year based on average vehicle revenue of RMB 367,000 ($56,635), which is consistent with NIO’s sales mix and pricing strategy observed in recent quarters. The projection also takes into consideration NIO’s upcoming debut in Norway, which will top-up on domestic sales growth expectations in the fourth quarter. Our base-case forecast projects NIO’s vehicle sales to further expand at a CAGR of 30.4% towards RMB 461.4 billion ($71.2 billion) by 2030. The growth assumption is consistent with global EV demand growth trends, as well as NIO’s historical performance and ongoing market share expansion initiatives.\nNIO’s achievements in battery and autonomous driving technology enhancement will also underpin growth in its other sales revenues. Other sales revenues, which are primarily generated from BaaS and “Autonomous Driving as a Service” (“ADaaS”), are expected to grow in line with vehicle sales at a CAGR of 30.0% from RMB 2.3 billion ($352.1 million) by the end of the year to RMB 31.5 billion ($4.9 billion) by 2030.\nSource: Author, with data from our internal financial forecast (NIO_-_Forecasted_Financial_Information.pdf).\nNIO’s net losses are expected to further narrow towards 2024 as margins continue to expand with sales ramp up and scale. Nominal profits of RMB 8.2 billion ($1.3 billion) are forecasted for 2025, with growth at a CAGR of 36.8% towards RMB 39.3 billion ($6.1 billion) by the end of the decade.\nSource: Author, with data from our internal financial forecasts. Please refer to our previous analysis for a detailed breakdown of NIO’s projected cost structure.\ni. Base Case Financial Forecast:\nSource: Author, with data from our internal financial forecast.\nFisker\nOn the other hand, our base-case forecast projects delivery of at least 40,000 Fisker Ocean SUVs across the U.S. and Europe in 2023 following the start of production, which is consistent with management’s original sales guidance and production volume estimates. With the Fisker Ocean’s middle-trim priced between $50,000 to $55,000 expected to be the best-seller, the flagship SUV is forecasted to generate $2.1 billion of revenues for the carmaker in 2023. And based on ramped-up production capacity of at least 5,000 units per month starting in 2023, we are projecting sales of at least 60,000 units of the Fisker Ocean by 2024, totaling $3.3 billion in projected revenues. Ocean sales are forecasted to grow further at a CAGR of 22.5% towards $11.1 billion by 2030. The growth assumption is consistent with Fisker’s intentions to expand into Asia-Pacific regions in the long-run, as well as market expectations on the rise of global EV demand.\nThe PEAR model, which is expected to commence production and deliveries in late 2023, is forecasted to add an additional $1.8 billion to revenues in 2024. With aspirations to produce and sellat least 250,000 unitsof the PEAR annually in the long-run, Fisker is expected to generate PEAR revenues of $6.1 billion by the end of the decade. This accordingly translates to PEAR revenue growth at a CAGR of 22.5% from 2024 to 2030, which is consistent with Fisker’s sales guidance per itsInvestor Presentationand global EV market growth trends.\nFisker also plans to launch two more vehicles in addition to the Ocean and PEAR before 2025. With a planned average sales price of $59,000 and a goal of selling 200,000 to 250,000 vehicles by the end of 2025, our base case forecast projects total revenues of $8.5 billion by then. Total revenues are expected to further expand at a CAGR of 25.6% towards $21.2 billion by 2030. Note that projected total revenues also include nominal merchandise sales of approximately $100,000 per year.\nSource: Author, with data from our internal financial forecast.\nWith Fisker’s margins to continuously improve after start of productions with cost-efficiencies enabled by its asset lite business model, our base-case forecast projects narrowing net losses from $380.0 million by the end of the year to $290.8 million by 2022. The EV start-up is expected to start realizing profits of $197.9 million starting in 2023, with further growth towards $774.3 million by 2025 when all four anticipated EV models enter production, and towards $1.95 billion by 2030.\nSource: Author, with data from our internal financial forecasts. Please refer to our previous analysis for a detailed breakdown of Fisker’s projected cost structure.\ni. Base Case Financial Forecast:\nSource: Author, with data from our internal valuation analysis.\nConsistent with our recent analyses performed on both stocks, our 12-month price targets for NIO and Fisker remain at $59.74 and $20.61, respectively. These projections represent upside potential of close to 48% for both stocks based on their last traded share price on September 3rd.\nWe have performed a discounted cash flow (“DCF”) analysis to determine the respective 12-month price targets for NIO and Fisker. Specifically, we have used projected free cash flows up to 2025 in the DCF analysis to reflect the valuation expectations on both companies’ near-term growth initiatives.\nFor NIO’s valuation analysis, we have applied a WACC of 11.9% to discount the projected free cash flows. The valuation assumption is consistent with the company’s current risk profile, taking into consideration its highly leveraged balance sheet and recent volatility in its price performance given uncertainties over the Chinese regulatory landscape. The valuation analysis also assumes a 90.6x EV/EBITDA multiple, which reflects NIO’s achievements in proprietary technology development in addition to EV sales, as well as ongoing growth initiatives and business outlook. This compares to the EV/EBITDA range of 70.9x to 111.2x observed across its industry peers.\ni. Near-Term Valuation Analysis – NIO:\nSource: Author, with data from our internal valuation analysis.\nOn the other hand, we have applied a WACC of 13.4% to discount the projected free cash flows of Fisker to compute the stock’s 12-month price target. Although the company has largely remained debt-free with sufficient liquidity to complete the Ocean program, the company is a relatively riskier investment compared to NIO considering itisa pre-revenue and pre-production start-up. The WACC also considers Fisker’s recent announcement to fund the PEAR program with a new private debt offering of $625 million at 2.50% due in 2026. The valuation analysis assumes a 13.6x EV/EBITDA multiple, which is consistent with those of EV start-ups that are still in pre-revenue and testing phase, and have recently completed a reverse SPAC merger. The valuation multiple applied also reflects Fisker’s smaller scale of operations in terms of sales capacity, as well as technological developments in comparison to NIO and other established EV makers in the industry.\nii. Near-Term Valuation Analysis – Fisker:\nSource: Author, with data from our internal valuation analysis.\nOver the next five years, we foresee NIO and Fisker’s share price to reach as high as$160and$39, respectively. The long-term valuations prescribed reflect both companies’ estimated intrinsic values upon realization of their respective growth aspirations set out for the next five to ten years. For Fisker, these initiatives include full materialization of launching four EV models before 2025 with expansion into Asia-Pacific regions, as well as achieving positive operating cash flow and profits. And for NIO, the projected long-term valuation also captures the additional value generated from its technological advancements, including the global build-out of battery swap stations, development of long-range solid-state batteries, and materialization oflevel four autonomous driving technology.\nConclusion\nWhile accelerated global EV adoption trends underscore high-growth opportunities for both stocks, NIO makes a better long-term investment given its established operations and proprietary technological developments. But near-term catalysts for both stocks should not be overlooked. NIO’s official opening of its Norway operations in two weeks and Fisker’s reveal of the Ocean SUV’s production version in November are expected to underpin additional upsides for their respective price performances in the next twelve months. This makes both stocks attractive options at current price levels for those looking to capitalize on their growth potentials.","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889214777,"gmtCreate":1631150806699,"gmtModify":1676530480500,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Continue hold and buy for long&nbsp;","listText":"Continue hold and buy for long&nbsp;","text":"Continue hold and buy for long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/889214777","repostId":"2166392072","repostType":4,"repost":{"id":"2166392072","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":1631142328,"share":"https://ttm.financial/m/news/2166392072?lang=&edition=fundamental","pubTime":"2021-09-09 07:05","market":"us","language":"en","title":"Wall Street ends lower, weighed down by Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2166392072","media":"Reuters","summary":"* U.S. Fed should trim pandemic stimulus - Bullard\n* Coinbase slumps after SEC threatens to sue\n* Pa","content":"<p>* U.S. Fed should trim pandemic stimulus - Bullard</p>\n<p>* Coinbase slumps after SEC threatens to sue</p>\n<p>* <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> falls after acquiring Japanese buy now, pay later firm</p>\n<p>* Indexes end: Dow -0.20%, S&amp;P 500 -0.13%, Nasdaq -0.57%</p>\n<p>Sept 8 (Reuters) - Wall Street ended lower on Wednesday, spooked by worries that the Delta coronavirus variant could blunt the economy's recovery and on uncertainty about when the Federal Reserve may pull back its accommodative policies.</p>\n<p>Apple and <a href=\"https://laohu8.com/S/FB\">Facebook</a> fell about 1% after helping push the Nasdaq to record highs in the previous session. The dips in those two Silicon Valley giants contributed more than any other companies to the S&amp;P 500's decline for the session.</p>\n<p>Investors have become more cautious following Friday's weak August payrolls data, while pressures from rising costs, despite the economy slowing, have increased concerns that the Fed could move sooner than expected to scale back massive monetary measures enacted last year to shield the economy from the coronavirus pandemic.</p>\n<p>The U.S. economy \"downshifted slightly\" in August as concerns grew over how the renewed surge of coronavirus cases would affect the economic recovery, the Fed said on Wednesday in its latest Beige Book compendium of anecdotal reports about the economy.</p>\n<p>The S&amp;P 500 has dipped less than 1% from its record closing high last Thursday, and it remains up 20% year to date, buoyed by the Fed's accommodative monetary policy.</p>\n<p>\"Investors are pulling petals from a daisy, saying, 'The economy will grow, the economy won't grow,'\" said Sam Stovall, chief investment strategist at CFRA. \"They can’t make up their minds, so they have not commitment to long-term positions.\"</p>\n<p>St. Louis Federal Reserve Bank President James Bullard told the Financial Times that the Fed should move forward with a plan to trim its pandemic stimulus program despite a slowdown in job growth.</p>\n<p>Six of the 11 S&amp;P 500 sector indexes fell, with materials&nbsp;and energy the deepest decliners, down over 1% each.</p>\n<p>The Dow Jones Industrial Average fell 0.2% to end at 35,031.07 points, while the S&amp;P 500 lost 0.13% to 4,514.07.</p>\n<p>The Nasdaq Composite dropped 0.57% to 15,286.64.</p>\n<p>Perrigo Company Plc jumped 9% after the drugmaker said it plans to buy HRA Pharma from investment firms Astorg and Goldman Sachs Asset Management in a deal valued at 1.8 billion euros ($2.13 billion).</p>\n<p>Cryptocurrency exchange Coinbase Global Inc fell 3.2% after the U.S. securities regulator threatened to sue the firm if it goes ahead with plans to launch a crypto lending scheme.</p>\n<p>U.S. payments giant PayPal Holdings Inc declined 2.7% after it said it would acquire Japanese buy now, pay later firm Paidy in a $2.7 billion largely cash deal.</p>\n<p>Volume on U.S. exchanges was 9.5 billion shares, compared with the 9.1 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.71-to-1 ratio; on Nasdaq, a 2.18-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 32 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 55 new highs and 41 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends lower, weighed down by Big Tech</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 lower, weighed down by Big Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-09 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* U.S. Fed should trim pandemic stimulus - Bullard</p>\n<p>* Coinbase slumps after SEC threatens to sue</p>\n<p>* <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> falls after acquiring Japanese buy now, pay later firm</p>\n<p>* Indexes end: Dow -0.20%, S&amp;P 500 -0.13%, Nasdaq -0.57%</p>\n<p>Sept 8 (Reuters) - Wall Street ended lower on Wednesday, spooked by worries that the Delta coronavirus variant could blunt the economy's recovery and on uncertainty about when the Federal Reserve may pull back its accommodative policies.</p>\n<p>Apple and <a href=\"https://laohu8.com/S/FB\">Facebook</a> fell about 1% after helping push the Nasdaq to record highs in the previous session. The dips in those two Silicon Valley giants contributed more than any other companies to the S&amp;P 500's decline for the session.</p>\n<p>Investors have become more cautious following Friday's weak August payrolls data, while pressures from rising costs, despite the economy slowing, have increased concerns that the Fed could move sooner than expected to scale back massive monetary measures enacted last year to shield the economy from the coronavirus pandemic.</p>\n<p>The U.S. economy \"downshifted slightly\" in August as concerns grew over how the renewed surge of coronavirus cases would affect the economic recovery, the Fed said on Wednesday in its latest Beige Book compendium of anecdotal reports about the economy.</p>\n<p>The S&amp;P 500 has dipped less than 1% from its record closing high last Thursday, and it remains up 20% year to date, buoyed by the Fed's accommodative monetary policy.</p>\n<p>\"Investors are pulling petals from a daisy, saying, 'The economy will grow, the economy won't grow,'\" said Sam Stovall, chief investment strategist at CFRA. \"They can’t make up their minds, so they have not commitment to long-term positions.\"</p>\n<p>St. Louis Federal Reserve Bank President James Bullard told the Financial Times that the Fed should move forward with a plan to trim its pandemic stimulus program despite a slowdown in job growth.</p>\n<p>Six of the 11 S&amp;P 500 sector indexes fell, with materials&nbsp;and energy the deepest decliners, down over 1% each.</p>\n<p>The Dow Jones Industrial Average fell 0.2% to end at 35,031.07 points, while the S&amp;P 500 lost 0.13% to 4,514.07.</p>\n<p>The Nasdaq Composite dropped 0.57% to 15,286.64.</p>\n<p>Perrigo Company Plc jumped 9% after the drugmaker said it plans to buy HRA Pharma from investment firms Astorg and Goldman Sachs Asset Management in a deal valued at 1.8 billion euros ($2.13 billion).</p>\n<p>Cryptocurrency exchange Coinbase Global Inc fell 3.2% after the U.S. securities regulator threatened to sue the firm if it goes ahead with plans to launch a crypto lending scheme.</p>\n<p>U.S. payments giant PayPal Holdings Inc declined 2.7% after it said it would acquire Japanese buy now, pay later firm Paidy in a $2.7 billion largely cash deal.</p>\n<p>Volume on U.S. exchanges was 9.5 billion shares, compared with the 9.1 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.71-to-1 ratio; on Nasdaq, a 2.18-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 32 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 55 new highs and 41 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","TQQQ":"纳指三倍做多ETF","OEF":"标普100指数ETF-iShares","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DJX":"1/100道琼斯","QQQ":"纳指100ETF","AAPL":"苹果","PYPL":"PayPal","IVV":"标普500指数ETF","DXD":"道指两倍做空ETF","SSO":"两倍做多标普500ETF","QID":"纳指两倍做空ETF","COIN":"Coinbase Global, Inc.","SH":"标普500反向ETF",".SPX":"S&P 500 Index","OEX":"标普100","DDM":"道指两倍做多ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","DOG":"道指反向ETF",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","QLD":"纳指两倍做多ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166392072","content_text":"* U.S. Fed should trim pandemic stimulus - Bullard\n* Coinbase slumps after SEC threatens to sue\n* PayPal falls after acquiring Japanese buy now, pay later firm\n* Indexes end: Dow -0.20%, S&P 500 -0.13%, Nasdaq -0.57%\nSept 8 (Reuters) - Wall Street ended lower on Wednesday, spooked by worries that the Delta coronavirus variant could blunt the economy's recovery and on uncertainty about when the Federal Reserve may pull back its accommodative policies.\nApple and Facebook fell about 1% after helping push the Nasdaq to record highs in the previous session. The dips in those two Silicon Valley giants contributed more than any other companies to the S&P 500's decline for the session.\nInvestors have become more cautious following Friday's weak August payrolls data, while pressures from rising costs, despite the economy slowing, have increased concerns that the Fed could move sooner than expected to scale back massive monetary measures enacted last year to shield the economy from the coronavirus pandemic.\nThe U.S. economy \"downshifted slightly\" in August as concerns grew over how the renewed surge of coronavirus cases would affect the economic recovery, the Fed said on Wednesday in its latest Beige Book compendium of anecdotal reports about the economy.\nThe S&P 500 has dipped less than 1% from its record closing high last Thursday, and it remains up 20% year to date, buoyed by the Fed's accommodative monetary policy.\n\"Investors are pulling petals from a daisy, saying, 'The economy will grow, the economy won't grow,'\" said Sam Stovall, chief investment strategist at CFRA. \"They can’t make up their minds, so they have not commitment to long-term positions.\"\nSt. Louis Federal Reserve Bank President James Bullard told the Financial Times that the Fed should move forward with a plan to trim its pandemic stimulus program despite a slowdown in job growth.\nSix of the 11 S&P 500 sector indexes fell, with materials and energy the deepest decliners, down over 1% each.\nThe Dow Jones Industrial Average fell 0.2% to end at 35,031.07 points, while the S&P 500 lost 0.13% to 4,514.07.\nThe Nasdaq Composite dropped 0.57% to 15,286.64.\nPerrigo Company Plc jumped 9% after the drugmaker said it plans to buy HRA Pharma from investment firms Astorg and Goldman Sachs Asset Management in a deal valued at 1.8 billion euros ($2.13 billion).\nCryptocurrency exchange Coinbase Global Inc fell 3.2% after the U.S. securities regulator threatened to sue the firm if it goes ahead with plans to launch a crypto lending scheme.\nU.S. payments giant PayPal Holdings Inc declined 2.7% after it said it would acquire Japanese buy now, pay later firm Paidy in a $2.7 billion largely cash deal.\nVolume on U.S. exchanges was 9.5 billion shares, compared with the 9.1 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.71-to-1 ratio; on Nasdaq, a 2.18-to-1 ratio favored decliners.\nThe S&P 500 posted 32 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 55 new highs and 41 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880381245,"gmtCreate":1631020300687,"gmtModify":1676530443908,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Future market trend","listText":"Future market trend","text":"Future market trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/880381245","repostId":"2165355516","repostType":2,"repost":{"id":"2165355516","pubTimestamp":1631014920,"share":"https://ttm.financial/m/news/2165355516?lang=&edition=fundamental","pubTime":"2021-09-07 19:42","market":"us","language":"en","title":"3 E-Commerce Stocks to Buy in September","url":"https://stock-news.laohu8.com/highlight/detail?id=2165355516","media":"Motley Fool","summary":"With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.","content":"<blockquote>\n <b>With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Amazon stock has flatlined for a year despite booming results.</li>\n <li>Sea Limited looks virtually unstoppable as it enters new markets.</li>\n <li>JD.com could be a net beneficiary of new regulations in China.</li>\n</ul>\n<p>The pandemic definitely benefited e-commerce companies, but the digitization of retail sales was already a long-term trend. With many e-commerce stocks soaring in 2020, many have been also-rans in 2021 as the market has generally turned to reopening and cyclical stocks.</p>\n<p>However, after some malaise, e-commerce stocks could be in for another good period this fall. Unfortunately, some of that is due to the delta variant, which is more contagious and leading to more breakthrough cases of COVID-19. But some of it is also due to new habits developed during the pandemic, and stepped-up capabilities of e-commerce players more broadly.</p>\n<p>In that light, here are three e-commerce stocks that look like great buys heading into the end of the year.</p>\n<p><b>Amazon</b></p>\n<p>Although it outperformed handily in the opening months of the pandemic, over the past 12 months,<b>Amazon</b>'s (NASDAQ:AMZN) stock has badly lagged the<b>S&amp;P 500</b>, to the tune of about 30 percentage points!</p>\n<p><img src=\"https://static.tigerbbs.com/04908d6a13b97943d11d9e5bf9141531\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>AMZN 1 year total returns (daily) data by YCharts.</p>\n<p>That's a long period for the world's largest e-commerce company to underperform, especially since its operating results have generally been solid. Yet while many investors might be used to analyzing Amazon in relation to its main e-commerce segment, which accounts for a majority of sales, it also has some key high-profit segments that benefit from the economic reopening.</p>\n<p>In fact, two of its highest-margin segments, Amazon Web Services (AWS) and digital advertising, should do better as the economy reopens and businesses buy more cloud services and ads. In fact, while e-commerce sales decelerated last quarter, those two segments accelerated. AWS was up 37%, accelerating from 29% in the year-ago quarter, while the company's \"other\" category, which is mostly digital ads, accelerated 83%, up from 41% growth a year ago.</p>\n<p>Though accounting for just 13% of sales, AWS generated over half of Amazon's operating profit last quarter.&nbsp;Digital ads are likely high-profit, too, though management doesn't disclose that segment's stand-alone margins. In fact, these two segments, if they continue their strong performance, could almost account for all of Amazon's current valuation, meaning investors are practically getting the core e-commerce business for free.</p>\n<p>But of course, investors shouldn't discount the core e-commerce business, either, which should become even more efficient. In August, Amazon completed its new state-of-the-art Amazon Air Hub at the Cincinnati/Northern Kentucky International Airport, which will serve as a high-throughput hub for its national delivery network. Operations just started after four years of planning and construction, so the company looks poised to benefit from even faster and more efficient delivery, which could help sales and profitability.</p>\n<p>In any case, Amazon's stock usually doesn't stay dormant for that long. Now may be a good time to add to or reenter this long-term winner.</p>\n<p><b>Sea Limited</b></p>\n<p>In contrast to Amazon, the stock of Singapore's<b>Sea Limited</b> (NYSE:SE) has been positively booming. After nearly quintupling in 2020, the stock has gone up another 77% in 2021, just for good measure.</p>\n<p>However, just because the stock has been on a huge tear doesn't mean you've missed out on further gains. The company's big success in 2020 could be due to the rapid adoption of e-commerce in Sea's home markets of Southeast Asia, where the internet and e-commerce have been much less developed than in the U.S or China prior to the pandemic.</p>\n<p>But it wasn't just a \"right time, right place\" phenomenon; Sea has figured out how to beat established competitors to become the leading e-commerce platform across the region, despite being a late entrant. It has the added benefit of its highly profitable video game division called Garena, anchored by the massive hit<i>Free Fire</i>. Not only does the gaming division give the company the cash flow needed to invest in its money-losing but hypergrowth Shopee e-commerce platform, but the popularity of<i>Free Fire</i> also gives Shopee a quick and efficient way to acquire customers.</p>\n<p>With<i>Free Fire</i>the highest-grossing mobile game not only in Southeast Asia but also Latin America and India, Sea is now launching Shopee in those regions as well, which likely explains the further gains this year. It first landed in Latin America in Brazil in 2019, but reached a milestone of becoming the most-downloaded app in the shopping category in the country last quarter, and also garnering the most time spent on its app. Shopee was second in terms of monthly users.</p>\n<p>In addition to further landfalls in Chile, Colombia, and Mexico this year, Shopee also looks to be setting up operations in India. The country already has established e-commerce companies, but with 1.3 billion people, it has lots of market growth there for the taking. I wouldn't be surprised to see Shopee succeed over the long term in Latin America and India, even if it has to settle for a strong second place to the first-movers there. Both new markets appear big enough to power Sea to a $1 trillion market cap over the long run, should management continue to execute the way it has in the past.</p>\n<p><b>JD.com</b></p>\n<p>Finally, for those looking to go bargain-hunting,<b>JD.com</b> (NASDAQ:JD), like many Chinese stocks, is down significantly from its highs. The Communist Party's ongoing crackdown on China's tech sector has caused widespread selling across large tech names since the spring.</p>\n<p>While the speed and ferocity of the new regulations have caused some investors to panic, new regulations could in fact help some companies more than it hurts. One such company is e-commerce giant JD.com, which, despite a recent bounce, is still down more than 25% off its all-time high set back in February.</p>\n<p>Why might JD.com be a net beneficiary of new regulations? Mainly because new regulations are more likely to hurt its competitors, so JD could be a relative winner in the minds of Chinese consumers. For instance, in April, rival<b>Alibaba</b>was fined $2.8 billion for violating anti-monopoly regulations regarding the practice of \"pick <a href=\"https://laohu8.com/S/AONE.U\">one</a> of two,\" in which Alibaba would force brands into exclusivity contracts for access to its platform. With the practice now forbidden, JD can have access to certain brands it couldn't before.</p>\n<p>In their new draft rules, regulators also sought to limit or forbid the use of aggressive subsidies, or pricing items below cost in order to drive engagement and traffic. That's been a tactic of group-buying upstart<b>Pinduoduo</b>, whose meteoric rise to become a top e-commerce platform was at least partly due to generous subsidies.</p>\n<p>JD is by no means immune from regulations; in fact, in response to concerns over delivery workers' wages and rights, it just formed a union last week. However, the company has always had its own delivery infrastructure and in-house delivery employees. That has been more expensive relative to other e-commerce platforms that offload delivery to third parties. But now that exclusivity and cost subsidies are to be taken away, speedy, efficient delivery could be a main differentiator. Given its heavy past investments at the expense of profits, JD may now be in a better position than rivals.</p>\n<p>One point of evidence is that while Alibaba missed revenue expectations last quarter, JD handily beat its analysts' expectations on both the top and bottom lines, showing little impact from Beijing's crackdown. ARK Investments' Cathie Wood has been buying the stock for her portfolio after mostly exiting Chinese stocks earlier this year. That could be a sign investors are starting to decipher winners and losers in the future Chinese regulatory regime. JD looks to be the former.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 E-Commerce Stocks to Buy in September</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 E-Commerce Stocks to Buy in September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 19:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/07/3-e-commerce-stocks-to-buy-in-september/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.\n\nKey Points\n\nAmazon stock has flatlined for a year despite booming results.\nSea Limited looks virtually ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/07/3-e-commerce-stocks-to-buy-in-september/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","09618":"京东集团-SW","AMZN":"亚马逊","QNETCN":"纳斯达克中美互联网老虎指数","SE":"Sea Ltd","JD":"京东","BABA":"阿里巴巴"},"source_url":"https://www.fool.com/investing/2021/09/07/3-e-commerce-stocks-to-buy-in-september/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165355516","content_text":"With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.\n\nKey Points\n\nAmazon stock has flatlined for a year despite booming results.\nSea Limited looks virtually unstoppable as it enters new markets.\nJD.com could be a net beneficiary of new regulations in China.\n\nThe pandemic definitely benefited e-commerce companies, but the digitization of retail sales was already a long-term trend. With many e-commerce stocks soaring in 2020, many have been also-rans in 2021 as the market has generally turned to reopening and cyclical stocks.\nHowever, after some malaise, e-commerce stocks could be in for another good period this fall. Unfortunately, some of that is due to the delta variant, which is more contagious and leading to more breakthrough cases of COVID-19. But some of it is also due to new habits developed during the pandemic, and stepped-up capabilities of e-commerce players more broadly.\nIn that light, here are three e-commerce stocks that look like great buys heading into the end of the year.\nAmazon\nAlthough it outperformed handily in the opening months of the pandemic, over the past 12 months,Amazon's (NASDAQ:AMZN) stock has badly lagged theS&P 500, to the tune of about 30 percentage points!\n\nAMZN 1 year total returns (daily) data by YCharts.\nThat's a long period for the world's largest e-commerce company to underperform, especially since its operating results have generally been solid. Yet while many investors might be used to analyzing Amazon in relation to its main e-commerce segment, which accounts for a majority of sales, it also has some key high-profit segments that benefit from the economic reopening.\nIn fact, two of its highest-margin segments, Amazon Web Services (AWS) and digital advertising, should do better as the economy reopens and businesses buy more cloud services and ads. In fact, while e-commerce sales decelerated last quarter, those two segments accelerated. AWS was up 37%, accelerating from 29% in the year-ago quarter, while the company's \"other\" category, which is mostly digital ads, accelerated 83%, up from 41% growth a year ago.\nThough accounting for just 13% of sales, AWS generated over half of Amazon's operating profit last quarter. Digital ads are likely high-profit, too, though management doesn't disclose that segment's stand-alone margins. In fact, these two segments, if they continue their strong performance, could almost account for all of Amazon's current valuation, meaning investors are practically getting the core e-commerce business for free.\nBut of course, investors shouldn't discount the core e-commerce business, either, which should become even more efficient. In August, Amazon completed its new state-of-the-art Amazon Air Hub at the Cincinnati/Northern Kentucky International Airport, which will serve as a high-throughput hub for its national delivery network. Operations just started after four years of planning and construction, so the company looks poised to benefit from even faster and more efficient delivery, which could help sales and profitability.\nIn any case, Amazon's stock usually doesn't stay dormant for that long. Now may be a good time to add to or reenter this long-term winner.\nSea Limited\nIn contrast to Amazon, the stock of Singapore'sSea Limited (NYSE:SE) has been positively booming. After nearly quintupling in 2020, the stock has gone up another 77% in 2021, just for good measure.\nHowever, just because the stock has been on a huge tear doesn't mean you've missed out on further gains. The company's big success in 2020 could be due to the rapid adoption of e-commerce in Sea's home markets of Southeast Asia, where the internet and e-commerce have been much less developed than in the U.S or China prior to the pandemic.\nBut it wasn't just a \"right time, right place\" phenomenon; Sea has figured out how to beat established competitors to become the leading e-commerce platform across the region, despite being a late entrant. It has the added benefit of its highly profitable video game division called Garena, anchored by the massive hitFree Fire. Not only does the gaming division give the company the cash flow needed to invest in its money-losing but hypergrowth Shopee e-commerce platform, but the popularity ofFree Fire also gives Shopee a quick and efficient way to acquire customers.\nWithFree Firethe highest-grossing mobile game not only in Southeast Asia but also Latin America and India, Sea is now launching Shopee in those regions as well, which likely explains the further gains this year. It first landed in Latin America in Brazil in 2019, but reached a milestone of becoming the most-downloaded app in the shopping category in the country last quarter, and also garnering the most time spent on its app. Shopee was second in terms of monthly users.\nIn addition to further landfalls in Chile, Colombia, and Mexico this year, Shopee also looks to be setting up operations in India. The country already has established e-commerce companies, but with 1.3 billion people, it has lots of market growth there for the taking. I wouldn't be surprised to see Shopee succeed over the long term in Latin America and India, even if it has to settle for a strong second place to the first-movers there. Both new markets appear big enough to power Sea to a $1 trillion market cap over the long run, should management continue to execute the way it has in the past.\nJD.com\nFinally, for those looking to go bargain-hunting,JD.com (NASDAQ:JD), like many Chinese stocks, is down significantly from its highs. The Communist Party's ongoing crackdown on China's tech sector has caused widespread selling across large tech names since the spring.\nWhile the speed and ferocity of the new regulations have caused some investors to panic, new regulations could in fact help some companies more than it hurts. One such company is e-commerce giant JD.com, which, despite a recent bounce, is still down more than 25% off its all-time high set back in February.\nWhy might JD.com be a net beneficiary of new regulations? Mainly because new regulations are more likely to hurt its competitors, so JD could be a relative winner in the minds of Chinese consumers. For instance, in April, rivalAlibabawas fined $2.8 billion for violating anti-monopoly regulations regarding the practice of \"pick one of two,\" in which Alibaba would force brands into exclusivity contracts for access to its platform. With the practice now forbidden, JD can have access to certain brands it couldn't before.\nIn their new draft rules, regulators also sought to limit or forbid the use of aggressive subsidies, or pricing items below cost in order to drive engagement and traffic. That's been a tactic of group-buying upstartPinduoduo, whose meteoric rise to become a top e-commerce platform was at least partly due to generous subsidies.\nJD is by no means immune from regulations; in fact, in response to concerns over delivery workers' wages and rights, it just formed a union last week. However, the company has always had its own delivery infrastructure and in-house delivery employees. That has been more expensive relative to other e-commerce platforms that offload delivery to third parties. But now that exclusivity and cost subsidies are to be taken away, speedy, efficient delivery could be a main differentiator. Given its heavy past investments at the expense of profits, JD may now be in a better position than rivals.\nOne point of evidence is that while Alibaba missed revenue expectations last quarter, JD handily beat its analysts' expectations on both the top and bottom lines, showing little impact from Beijing's crackdown. ARK Investments' Cathie Wood has been buying the stock for her portfolio after mostly exiting Chinese stocks earlier this year. That could be a sign investors are starting to decipher winners and losers in the future Chinese regulatory regime. JD looks to be the former.","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817827960,"gmtCreate":1630934091750,"gmtModify":1676530423675,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Market&nbsp;reopening taking place quicker abit&nbsp;","listText":"Market&nbsp;reopening taking place quicker abit&nbsp;","text":"Market reopening taking place quicker abit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817827960","repostId":"1104945018","repostType":2,"repost":{"id":"1104945018","pubTimestamp":1630917039,"share":"https://ttm.financial/m/news/1104945018?lang=&edition=fundamental","pubTime":"2021-09-06 16:30","market":"us","language":"en","title":"American Airlines: A Lot Better Than It Was In 2020","url":"https://stock-news.laohu8.com/highlight/detail?id=1104945018","media":"seekingalpha","summary":"Summary\n\nAirlines are recovering from the pandemic more quickly than expected, and AAL forecasts a f","content":"<p><b>Summary</b></p>\n<ul>\n <li>Airlines are recovering from the pandemic more quickly than expected, and AAL forecasts a full recovery by 2022.</li>\n <li>During the pandemic, AAL modernized their fleet and entered several strategic partnerships.</li>\n <li>Our calculations reveal that AAL is undervalued in terms of PE ratio compared to both its pre-pandemic self and to a greater degree the S&amp;P 500.</li>\n <li>AAL currently has over $20 billion of cash on hand, more than enough to meet current debt obligations.</li>\n</ul>\n<p><b>Thesis</b></p>\n<p>As the world continues to emerge from the pandemic, investors are looking to so-called \"recovery plays\" for bargain opportunities. American Airlines (AAL) took the pandemic as an opportunity to modernize its fleet of 737s and A321s, create strategic codesharing partners, and permanently lower operating costs. We believe that AAL will eventually ascend to above pre-pandemic levels to reflect a better than pre-pandemic business model.</p>\n<p><b>Overview</b></p>\n<p>American Airlines is a leading player in the intensely competitive air travel industry. They operate almost entirely passenger flights, although they did briefly dabble in cargo-only flights during the pandemic. AAL operates a fleet of Boeing (BA) 737s and Airbus(OTCPK:EADSF)A321s.</p>\n<p>American Airlines (AAL) stock has been falling nearly constantly for the past 4 years. From highs of ~$60 in late 2017 to a pre-pandemic level of around $30, AAL bottomed at just under $10 in mid-2020 before rebounding to the current price of $19.37 at the time of writing.</p>\n<p><b>Rate of Recovery</b></p>\n<p>The airline industry as a whole is showing strong signs of rapid recovery in 2Q21. Evidenced by a near 100% jump in AAL QoQ revenues, from ~$3.5 billion 1Q21 to ~$6.9 billion 2Q21, people are eager to get back into the air.</p>\n<p>2Q21 resultswere closer than expected to pre-pandemic levels, with revenue totaling ~60% of 2019 levels led by a hike in demand for leisure travel. In theirrecent conference call, AAL claimed that in some aspects, leisure travel has made a full recovery. This is further evidenced bythird-party market research, which indicates that ~80% of Americans have some form of travel plans for the remainder of 2021.</p>\n<p>Demand for business travel is not recovering quite as fast, but recent results from small and medium-sized businesses are promising. AAL's small and medium-sized business travel demand has increased QoQ from 20% of 2019 in Q1 levels to 45% of 2019 levels in Q2. During the call, AAL expressed their expectation of, \"a full business travel recovery in 2022,\" citing the fact that 50% of their corporate customers have lifted their travel restrictions, and ~2/3 of corporate customers intend to be back in the office come year-end 2021.</p>\n<p>Full recovery of their business travel sector in 2022 is quite optimistic, especially considering the politics surrounding a return to normalcy. We think a near-full business recovery by the end of 2022 is more realistic, as vaccination rates continue to rise and people become more comfortable going into public spaces.</p>\n<p>We do expect a slower rate of recovery on the international travel front, as certain countries lag behind in vaccination rates. International travel should not be a major concern for shareholders at the present moment, as attention should be focused on domestic leisure and business flights, but we do expect a near-full return of international travel to pre-pandemic levels by the end of FH23.</p>\n<p><b>Pandemic reset</b></p>\n<p>As mentioned above, AAL took Covid as an opportunity to re-evaluate its business model and make much-needed changes.</p>\n<p><b>Fleet updates</b></p>\n<p>By the end of 2Q21, AAL was entirely done with its Boeing 737 updates and has entered the final stages of its Airbus A321 modernization. The updates include more seats, best-in-industry WiFi, power to every seat, and pre-loaded content for onboard entertainment.</p>\n<p>AAL also noted that because the modernization of their fleet is behind them, they expect a sub $1 billion CapEx figure for FY22 and FY23. For perspective, 2018 and 2019 CapEx was $3.7 billion and $4.3 billion respectively. This should represent a significant increase in net income relative to 2019 in the event of a return to prior levels of demand.</p>\n<p>In the airline industry, comfort is among the top passenger concerns. The high-speed WiFi, as well as personal power outlet, should act to improve the passenger experience, which we believe will improve customer retention.</p>\n<p><b>Strategic partners</b></p>\n<p>AAL is a founding member of Oneworld airline group, an alliance of 14 international airlines that allows members to redeem points earned on any airline with any other airline in the group, work together to achieve climate goals, and give customers a seamless experience when dealing with other airlines in the group.</p>\n<p>AAL also entered into 2 strategic codesharing partnerships with JetBlue (JBLU) and Alaska Airlines (ALK). Codesharing is a term used when 2 airlines market the same flight and then split the profit from the tickets sold, which basically means ALK and JBLU flights can be marketed on AAL's website. While still too early to draw a conclusion on the efficacy of these partnerships, AAL expressed confidence in the early results saying that \"about 20% of our early booking data is from Intrawest customers, the exact customer that we previously were not getting.\" AAL's partnerships also allow passengers shared use of lounges and use of flight miles across airlines.</p>\n<p>We see these partnerships as a unique advantage for AAL, while they likely will not bring on a lot of passengers by themselves, the improvement in passenger experience and increase in the value of frequent flier miles can go a long way in such a competitive industry.</p>\n<p><b>Valuation</b></p>\n<p>To come up with an approximate price target for AAL, what we will do is use the figures to predict a 2023 net income, then adjust it to the PE ratio from pre-pandemic, to come up with an approximate fair value.</p>\n<p>Let's come up with a revenue prediction first. Here is a chart of AAL's revenue over the past 5 years.</p>\n<p><img src=\"https://static.tigerbbs.com/b94389d05a6fd259596f668df19ee0fd\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\">Data byYCharts</p>\n<p>As you can see, revenue was steadily increasing to the eventual 2019 revenue of $45.7 billion.</p>\n<p>We believe strongly that due to their partnerships, inflation, heightened demand for leisure travel, and rebounding business demand that 2023 revenue will be considerably higher than 2019 revenue. However, in the name of being conservative, we will assume a modest 2023 revenue figure of $45 billion.</p>\n<p>Their interest expense in the year 2019 was $1.1 billion. Assuming they hold true to their promise and use the additional cash pile to pay down approximately 1/2 of their debt, this number, in theory, should reduce by 50%. However, this is a generous assumption that relies on a lot of factors, so we will reduce interest expense by just over 25%, to $750 million, representing a savings of $300 million annually.</p>\n<p>Their 2019 cost of revenue plus operating expenses came in at just over $40 billion. They claim to have generated a \"permanent savings of $1.3 billion annually,\" relating to a reduction in headcount and other efficiencies from Covid. We will assume this number will be quite a bit lower at $500 million to account for higher than expected rehiring, demand for higher wages due to inflation, and to be conservative.</p>\n<p>This represents a total savings of $800 million from both operating and interest expenses generated annually.</p>\n<p><b>The calculation</b></p>\n<p>Their net income margin for 2019 was 3.5%. Using a revenue figure of $45 billion leaves us with a net income of ~$1.5 billion. After adding on our $800 million in savings, we are left with a 2023 net income of ~$2.3 billion.</p>\n<p><img src=\"https://static.tigerbbs.com/1119f9613c42788c197c42b08e116a30\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Data byYCharts</p>\n<p>Prior to the pandemic, the PE ratio was ~8. This is considerably lower than the S&amp;P 500 average, and we feel it warrants a higher PE, but let's use 8 to be conservative.</p>\n<p>For a company with a net income of $2.3 billion to have a PE ratio of 8, the market cap must but $18.4 billion. Using AAL's current market cap of $12.34 billion, we arrive at a price target of $28.88 per share.</p>\n<p>We feel that 15 is a more reasonable PE ratio for a company like AAL in the position we expect in 2023. At 15 PE, we get a price target of $54.14.</p>\n<p>Applying the current S&amp;P 500 PE ratio of 35.38, we get a price target of $127.73.</p>\n<p><b>Risks</b>&nbsp;<b>Significant debt levels</b></p>\n<p>As of theirlatest balance sheet report, AAL currently has ~$22.6 billion in current assets, and ~$22.5 billion in current liabilities, ~$2.5 billion of which is made up of debt due in 2022.</p>\n<p>Committed to paying down $8-$10 billion of debt by 2025, AAL paid off $985 million in the 2Q21, not including $950 million that they reportedly prepaid the morning of the conference call, bringing their Q2 debt reduction total to ~$1.93 billion.</p>\n<p>We, along with management, believe that the goal of paying off $8-$10 billion worth of debt by 2025 will come relatively easily. AAL currently holds an elevated liquidity position of over $20 billion to reflect the uncertainty of the pandemic; and plans to lower their liquidity position to $10-$12 billion by year-end 2022, using all excess cash to reduce their leverage. Given that AAL has already generated FCF for the FH21, this cash pile is unlikely to be eaten away by cash burn; in fact, the opposite is true and this pile will most likely grow.</p>\n<p><b>Intense competition</b></p>\n<p>The airline industry is intensely competitive, and AAL faces competition from Southwest (LUV), Delta (DAL), United (UAL), and more. Despite strong competition, airlines are able to gain relative advantages through several strategies. In AAL's case, they offer a popular customer loyalty program, which is back to 80% of the 2019 number of transacting members. AAL is also recently armed with 21st-century amenities, such as high-speed WiFi and power at every seat.</p>\n<p>We do not think that competition will act as a major downward pressure, as AAL has battled competition for years, and now has several additional advantages likely to marginally improve customer retention.</p>\n<p><b>Conclusion</b></p>\n<p>The airline industry faces strict competition, but AAL has been able to survive in the past and is coming out of the pandemic armed with an upgraded fleet and strategic partners, we rate AAL as a buy and a solid recovery play.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>American Airlines: A Lot Better Than It Was In 2020</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\">\nAmerican Airlines: A Lot Better Than It Was In 2020\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 16:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4453689-american-airlines-stock-better-than-in-2020><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAirlines are recovering from the pandemic more quickly than expected, and AAL forecasts a full recovery by 2022.\nDuring the pandemic, AAL modernized their fleet and entered several strategic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4453689-american-airlines-stock-better-than-in-2020\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空"},"source_url":"https://seekingalpha.com/article/4453689-american-airlines-stock-better-than-in-2020","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1104945018","content_text":"Summary\n\nAirlines are recovering from the pandemic more quickly than expected, and AAL forecasts a full recovery by 2022.\nDuring the pandemic, AAL modernized their fleet and entered several strategic partnerships.\nOur calculations reveal that AAL is undervalued in terms of PE ratio compared to both its pre-pandemic self and to a greater degree the S&P 500.\nAAL currently has over $20 billion of cash on hand, more than enough to meet current debt obligations.\n\nThesis\nAs the world continues to emerge from the pandemic, investors are looking to so-called \"recovery plays\" for bargain opportunities. American Airlines (AAL) took the pandemic as an opportunity to modernize its fleet of 737s and A321s, create strategic codesharing partners, and permanently lower operating costs. We believe that AAL will eventually ascend to above pre-pandemic levels to reflect a better than pre-pandemic business model.\nOverview\nAmerican Airlines is a leading player in the intensely competitive air travel industry. They operate almost entirely passenger flights, although they did briefly dabble in cargo-only flights during the pandemic. AAL operates a fleet of Boeing (BA) 737s and Airbus(OTCPK:EADSF)A321s.\nAmerican Airlines (AAL) stock has been falling nearly constantly for the past 4 years. From highs of ~$60 in late 2017 to a pre-pandemic level of around $30, AAL bottomed at just under $10 in mid-2020 before rebounding to the current price of $19.37 at the time of writing.\nRate of Recovery\nThe airline industry as a whole is showing strong signs of rapid recovery in 2Q21. Evidenced by a near 100% jump in AAL QoQ revenues, from ~$3.5 billion 1Q21 to ~$6.9 billion 2Q21, people are eager to get back into the air.\n2Q21 resultswere closer than expected to pre-pandemic levels, with revenue totaling ~60% of 2019 levels led by a hike in demand for leisure travel. In theirrecent conference call, AAL claimed that in some aspects, leisure travel has made a full recovery. This is further evidenced bythird-party market research, which indicates that ~80% of Americans have some form of travel plans for the remainder of 2021.\nDemand for business travel is not recovering quite as fast, but recent results from small and medium-sized businesses are promising. AAL's small and medium-sized business travel demand has increased QoQ from 20% of 2019 in Q1 levels to 45% of 2019 levels in Q2. During the call, AAL expressed their expectation of, \"a full business travel recovery in 2022,\" citing the fact that 50% of their corporate customers have lifted their travel restrictions, and ~2/3 of corporate customers intend to be back in the office come year-end 2021.\nFull recovery of their business travel sector in 2022 is quite optimistic, especially considering the politics surrounding a return to normalcy. We think a near-full business recovery by the end of 2022 is more realistic, as vaccination rates continue to rise and people become more comfortable going into public spaces.\nWe do expect a slower rate of recovery on the international travel front, as certain countries lag behind in vaccination rates. International travel should not be a major concern for shareholders at the present moment, as attention should be focused on domestic leisure and business flights, but we do expect a near-full return of international travel to pre-pandemic levels by the end of FH23.\nPandemic reset\nAs mentioned above, AAL took Covid as an opportunity to re-evaluate its business model and make much-needed changes.\nFleet updates\nBy the end of 2Q21, AAL was entirely done with its Boeing 737 updates and has entered the final stages of its Airbus A321 modernization. The updates include more seats, best-in-industry WiFi, power to every seat, and pre-loaded content for onboard entertainment.\nAAL also noted that because the modernization of their fleet is behind them, they expect a sub $1 billion CapEx figure for FY22 and FY23. For perspective, 2018 and 2019 CapEx was $3.7 billion and $4.3 billion respectively. This should represent a significant increase in net income relative to 2019 in the event of a return to prior levels of demand.\nIn the airline industry, comfort is among the top passenger concerns. The high-speed WiFi, as well as personal power outlet, should act to improve the passenger experience, which we believe will improve customer retention.\nStrategic partners\nAAL is a founding member of Oneworld airline group, an alliance of 14 international airlines that allows members to redeem points earned on any airline with any other airline in the group, work together to achieve climate goals, and give customers a seamless experience when dealing with other airlines in the group.\nAAL also entered into 2 strategic codesharing partnerships with JetBlue (JBLU) and Alaska Airlines (ALK). Codesharing is a term used when 2 airlines market the same flight and then split the profit from the tickets sold, which basically means ALK and JBLU flights can be marketed on AAL's website. While still too early to draw a conclusion on the efficacy of these partnerships, AAL expressed confidence in the early results saying that \"about 20% of our early booking data is from Intrawest customers, the exact customer that we previously were not getting.\" AAL's partnerships also allow passengers shared use of lounges and use of flight miles across airlines.\nWe see these partnerships as a unique advantage for AAL, while they likely will not bring on a lot of passengers by themselves, the improvement in passenger experience and increase in the value of frequent flier miles can go a long way in such a competitive industry.\nValuation\nTo come up with an approximate price target for AAL, what we will do is use the figures to predict a 2023 net income, then adjust it to the PE ratio from pre-pandemic, to come up with an approximate fair value.\nLet's come up with a revenue prediction first. Here is a chart of AAL's revenue over the past 5 years.\nData byYCharts\nAs you can see, revenue was steadily increasing to the eventual 2019 revenue of $45.7 billion.\nWe believe strongly that due to their partnerships, inflation, heightened demand for leisure travel, and rebounding business demand that 2023 revenue will be considerably higher than 2019 revenue. However, in the name of being conservative, we will assume a modest 2023 revenue figure of $45 billion.\nTheir interest expense in the year 2019 was $1.1 billion. Assuming they hold true to their promise and use the additional cash pile to pay down approximately 1/2 of their debt, this number, in theory, should reduce by 50%. However, this is a generous assumption that relies on a lot of factors, so we will reduce interest expense by just over 25%, to $750 million, representing a savings of $300 million annually.\nTheir 2019 cost of revenue plus operating expenses came in at just over $40 billion. They claim to have generated a \"permanent savings of $1.3 billion annually,\" relating to a reduction in headcount and other efficiencies from Covid. We will assume this number will be quite a bit lower at $500 million to account for higher than expected rehiring, demand for higher wages due to inflation, and to be conservative.\nThis represents a total savings of $800 million from both operating and interest expenses generated annually.\nThe calculation\nTheir net income margin for 2019 was 3.5%. Using a revenue figure of $45 billion leaves us with a net income of ~$1.5 billion. After adding on our $800 million in savings, we are left with a 2023 net income of ~$2.3 billion.\nData byYCharts\nPrior to the pandemic, the PE ratio was ~8. This is considerably lower than the S&P 500 average, and we feel it warrants a higher PE, but let's use 8 to be conservative.\nFor a company with a net income of $2.3 billion to have a PE ratio of 8, the market cap must but $18.4 billion. Using AAL's current market cap of $12.34 billion, we arrive at a price target of $28.88 per share.\nWe feel that 15 is a more reasonable PE ratio for a company like AAL in the position we expect in 2023. At 15 PE, we get a price target of $54.14.\nApplying the current S&P 500 PE ratio of 35.38, we get a price target of $127.73.\nRisks Significant debt levels\nAs of theirlatest balance sheet report, AAL currently has ~$22.6 billion in current assets, and ~$22.5 billion in current liabilities, ~$2.5 billion of which is made up of debt due in 2022.\nCommitted to paying down $8-$10 billion of debt by 2025, AAL paid off $985 million in the 2Q21, not including $950 million that they reportedly prepaid the morning of the conference call, bringing their Q2 debt reduction total to ~$1.93 billion.\nWe, along with management, believe that the goal of paying off $8-$10 billion worth of debt by 2025 will come relatively easily. AAL currently holds an elevated liquidity position of over $20 billion to reflect the uncertainty of the pandemic; and plans to lower their liquidity position to $10-$12 billion by year-end 2022, using all excess cash to reduce their leverage. Given that AAL has already generated FCF for the FH21, this cash pile is unlikely to be eaten away by cash burn; in fact, the opposite is true and this pile will most likely grow.\nIntense competition\nThe airline industry is intensely competitive, and AAL faces competition from Southwest (LUV), Delta (DAL), United (UAL), and more. Despite strong competition, airlines are able to gain relative advantages through several strategies. In AAL's case, they offer a popular customer loyalty program, which is back to 80% of the 2019 number of transacting members. AAL is also recently armed with 21st-century amenities, such as high-speed WiFi and power at every seat.\nWe do not think that competition will act as a major downward pressure, as AAL has battled competition for years, and now has several additional advantages likely to marginally improve customer retention.\nConclusion\nThe airline industry faces strict competition, but AAL has been able to survive in the past and is coming out of the pandemic armed with an upgraded fleet and strategic partners, we rate AAL as a buy and a solid recovery play.","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817822851,"gmtCreate":1630933852373,"gmtModify":1676530423614,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"As the new market trend kind of business&nbsp;","listText":"As the new market trend kind of business&nbsp;","text":"As the new market trend kind of business","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/817822851","repostId":"1163522088","repostType":2,"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815794695,"gmtCreate":1630718165617,"gmtModify":1676530382813,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Hurting in short term but be better for long run&nbsp;","listText":"Hurting in short term but be better for long run&nbsp;","text":"Hurting in short term but be better for long run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815794695","repostId":"2164288638","repostType":2,"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815604585,"gmtCreate":1630672553047,"gmtModify":1676530372182,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Watch up closely&nbsp;","listText":"Watch up closely&nbsp;","text":"Watch up closely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/815604585","repostId":"1125740533","repostType":2,"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087911896933810","authorId":"4087911896933810","name":"Pei_jie","avatar":"https://static.tigerbbs.com/b373728bbc2a67fa3c6e741ae5b9caae","crmLevel":2,"crmLevelSwitch":0,"idStr":"4087911896933810","authorIdStr":"4087911896933810"},"content":"Stay tune it means","text":"Stay tune it means","html":"Stay tune it means"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812295293,"gmtCreate":1630589431812,"gmtModify":1676530348612,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Something new","listText":"Something new","text":"Something new","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812295293","repostId":"2164847718","repostType":4,"repost":{"id":"2164847718","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":1630588340,"share":"https://ttm.financial/m/news/2164847718?lang=&edition=fundamental","pubTime":"2021-09-02 21:12","market":"us","language":"en","title":"Chevron to invest in Bunge soybean crushers to secure renewable feedstock","url":"https://stock-news.laohu8.com/highlight/detail?id=2164847718","media":"Reuters","summary":"Sept 2 (Reuters) - Oil major Chevron plans to invest $600 million in two soybean crushing facilities","content":"<p>Sept 2 (Reuters) - Oil major Chevron plans to invest $600 million in two soybean crushing facilities owned by U.S. agricultural commodities trader Bunge Ltd , securing future feedstock for renewable fuels, the two companies said on Thursday.</p>\n<p>The investment will result in a 50/50 joint venture, under the memorandum of understanding the two companies said they reached.</p>\n<p>U.S. refiners have been ramping up their production of renewable fuels, spurred by federal and state financial incentives, and are seeking to secure guaranteed access to vegetable oils, animal fat and used cooking oil, which some refiners say are already difficult to source.</p>\n<p>Chevron would have the right of first refusal for the soybean oil crushed by Bunge, the companies said.</p>\n<p>Refiners are eyeing partnerships with agricultural producers to source and process vegetable oils so they can produce green fuels such as renewable diesel. Oil majors want to use their existing crude refineries and avoid costly retrofits and conversions.</p>\n<p>Chevron and Bunge's proposed joint venture will include expanding Bunge's facilities in Destrehan, Louisiana, and Cairo, Illinois, to nearly double their capacity by 2024. The facilities currently crush 7,000 tons of soybeans per day, which can produce roughly 330,000 to 340,000 gallons of soy-based diesel.</p>\n<p>Vegetable oil can then be treated in refining units such as hydrotreators, which currently yield mainly diesel and jet fuel.</p>\n<p>\"Given Chevron has extensive hydroprocessing capacity, we see the possibility to produce renewable diesel or even sustainable aviation fuel in the future,\" Chevron downstream executive vice president Mark Nelson told Reuters.</p>\n<p>Bunge already supplies soybean oil to Chevron, which co-processes small quantities of renewable diesel at its El Segundo, California, refinery.</p>\n<p>Nelson said the amount of renewable diesel it will produce will be driven by market conditions but expects over time to process renewable feedstocks at its West Coast and Gulf Coast refineries.</p>\n<p>Meanwhile, legislation is currently being considered that would make sustainable aviation fuel <a href=\"https://laohu8.com/S/SAF.UK\">$(SAF.UK)$</a> more economically viable to produce at scale. SAF can be three or four times more expensive than making traditional jet fuel.</p>\n<p>Last month, Marathon Petroleum announced it would build a soybean processing complex with ADM in Spiritwood, North Dakota, as part of a joint venture in which Marathon will receive exclusive access to the soybean oil.</p>\n<p>Unlike other green fuels such as biodiesel, renewable diesel can power auto engines without being blended with diesel derived from crude oil, making it a lower-pollution option.</p>\n<p>\"In terms of the energy transition, our companies can do more working together than either of us individually,\" Bunge chief executive Greg Heckman told Reuters.</p>\n<p>In July Heckman told investors that renewable fuel demand, in particular, has triggered a “structural improvement” in oilseed market and is lifting Bunge’s expectations for earnings.</p>\n<p>Soybean oil prices have more than doubled in the past year, hampering some refiners' plans. Soybean oil is more carbon intense and thus less lucrative than processing used cooking oil and animal tallow, which are in shorter supply. Chevron and Bunge said they will explore low-carbon feedstocks and pretreatment possibilities.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chevron to invest in Bunge soybean crushers to secure renewable feedstock</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\">\nChevron to invest in Bunge soybean crushers to secure renewable feedstock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-02 21:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sept 2 (Reuters) - Oil major Chevron plans to invest $600 million in two soybean crushing facilities owned by U.S. agricultural commodities trader Bunge Ltd , securing future feedstock for renewable fuels, the two companies said on Thursday.</p>\n<p>The investment will result in a 50/50 joint venture, under the memorandum of understanding the two companies said they reached.</p>\n<p>U.S. refiners have been ramping up their production of renewable fuels, spurred by federal and state financial incentives, and are seeking to secure guaranteed access to vegetable oils, animal fat and used cooking oil, which some refiners say are already difficult to source.</p>\n<p>Chevron would have the right of first refusal for the soybean oil crushed by Bunge, the companies said.</p>\n<p>Refiners are eyeing partnerships with agricultural producers to source and process vegetable oils so they can produce green fuels such as renewable diesel. Oil majors want to use their existing crude refineries and avoid costly retrofits and conversions.</p>\n<p>Chevron and Bunge's proposed joint venture will include expanding Bunge's facilities in Destrehan, Louisiana, and Cairo, Illinois, to nearly double their capacity by 2024. The facilities currently crush 7,000 tons of soybeans per day, which can produce roughly 330,000 to 340,000 gallons of soy-based diesel.</p>\n<p>Vegetable oil can then be treated in refining units such as hydrotreators, which currently yield mainly diesel and jet fuel.</p>\n<p>\"Given Chevron has extensive hydroprocessing capacity, we see the possibility to produce renewable diesel or even sustainable aviation fuel in the future,\" Chevron downstream executive vice president Mark Nelson told Reuters.</p>\n<p>Bunge already supplies soybean oil to Chevron, which co-processes small quantities of renewable diesel at its El Segundo, California, refinery.</p>\n<p>Nelson said the amount of renewable diesel it will produce will be driven by market conditions but expects over time to process renewable feedstocks at its West Coast and Gulf Coast refineries.</p>\n<p>Meanwhile, legislation is currently being considered that would make sustainable aviation fuel <a href=\"https://laohu8.com/S/SAF.UK\">$(SAF.UK)$</a> more economically viable to produce at scale. SAF can be three or four times more expensive than making traditional jet fuel.</p>\n<p>Last month, Marathon Petroleum announced it would build a soybean processing complex with ADM in Spiritwood, North Dakota, as part of a joint venture in which Marathon will receive exclusive access to the soybean oil.</p>\n<p>Unlike other green fuels such as biodiesel, renewable diesel can power auto engines without being blended with diesel derived from crude oil, making it a lower-pollution option.</p>\n<p>\"In terms of the energy transition, our companies can do more working together than either of us individually,\" Bunge chief executive Greg Heckman told Reuters.</p>\n<p>In July Heckman told investors that renewable fuel demand, in particular, has triggered a “structural improvement” in oilseed market and is lifting Bunge’s expectations for earnings.</p>\n<p>Soybean oil prices have more than doubled in the past year, hampering some refiners' plans. Soybean oil is more carbon intense and thus less lucrative than processing used cooking oil and animal tallow, which are in shorter supply. Chevron and Bunge said they will explore low-carbon feedstocks and pretreatment possibilities.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BG":"邦吉","CVX":"雪佛龙"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164847718","content_text":"Sept 2 (Reuters) - Oil major Chevron plans to invest $600 million in two soybean crushing facilities owned by U.S. agricultural commodities trader Bunge Ltd , securing future feedstock for renewable fuels, the two companies said on Thursday.\nThe investment will result in a 50/50 joint venture, under the memorandum of understanding the two companies said they reached.\nU.S. refiners have been ramping up their production of renewable fuels, spurred by federal and state financial incentives, and are seeking to secure guaranteed access to vegetable oils, animal fat and used cooking oil, which some refiners say are already difficult to source.\nChevron would have the right of first refusal for the soybean oil crushed by Bunge, the companies said.\nRefiners are eyeing partnerships with agricultural producers to source and process vegetable oils so they can produce green fuels such as renewable diesel. Oil majors want to use their existing crude refineries and avoid costly retrofits and conversions.\nChevron and Bunge's proposed joint venture will include expanding Bunge's facilities in Destrehan, Louisiana, and Cairo, Illinois, to nearly double their capacity by 2024. The facilities currently crush 7,000 tons of soybeans per day, which can produce roughly 330,000 to 340,000 gallons of soy-based diesel.\nVegetable oil can then be treated in refining units such as hydrotreators, which currently yield mainly diesel and jet fuel.\n\"Given Chevron has extensive hydroprocessing capacity, we see the possibility to produce renewable diesel or even sustainable aviation fuel in the future,\" Chevron downstream executive vice president Mark Nelson told Reuters.\nBunge already supplies soybean oil to Chevron, which co-processes small quantities of renewable diesel at its El Segundo, California, refinery.\nNelson said the amount of renewable diesel it will produce will be driven by market conditions but expects over time to process renewable feedstocks at its West Coast and Gulf Coast refineries.\nMeanwhile, legislation is currently being considered that would make sustainable aviation fuel $(SAF.UK)$ more economically viable to produce at scale. SAF can be three or four times more expensive than making traditional jet fuel.\nLast month, Marathon Petroleum announced it would build a soybean processing complex with ADM in Spiritwood, North Dakota, as part of a joint venture in which Marathon will receive exclusive access to the soybean oil.\nUnlike other green fuels such as biodiesel, renewable diesel can power auto engines without being blended with diesel derived from crude oil, making it a lower-pollution option.\n\"In terms of the energy transition, our companies can do more working together than either of us individually,\" Bunge chief executive Greg Heckman told Reuters.\nIn July Heckman told investors that renewable fuel demand, in particular, has triggered a “structural improvement” in oilseed market and is lifting Bunge’s expectations for earnings.\nSoybean oil prices have more than doubled in the past year, hampering some refiners' plans. Soybean oil is more carbon intense and thus less lucrative than processing used cooking oil and animal tallow, which are in shorter supply. Chevron and Bunge said they will explore low-carbon feedstocks and pretreatment possibilities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812295327,"gmtCreate":1630589385569,"gmtModify":1676530348604,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Misconduct?&nbsp;","listText":"Misconduct?&nbsp;","text":"Misconduct?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812295327","repostId":"2164843909","repostType":2,"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818102012,"gmtCreate":1630380894036,"gmtModify":1676530286883,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Higher to highest&nbsp;","listText":"Higher to highest&nbsp;","text":"Higher to highest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818102012","repostId":"1181699797","repostType":2,"repost":{"id":"1181699797","pubTimestamp":1629991501,"share":"https://ttm.financial/m/news/1181699797?lang=&edition=fundamental","pubTime":"2021-08-26 23:25","market":"us","language":"en","title":"3 Reasons to Buy This Cathie Wood Growth Stock, and 1 Reason Not to","url":"https://stock-news.laohu8.com/highlight/detail?id=1181699797","media":"Motley Fool","summary":"Key Points\n\nCathie Wood's ARK Innovation ETF owns $1.2 billion of this growth stock.\nThis beaten-dow","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Cathie Wood's ARK Innovation ETF owns $1.2 billion of this growth stock.</li>\n <li>This beaten-down growth stock is the third-largest holding in the ARK Innovation ETF.</li>\n <li>The stock is down 25% in the last month and is trading at a forward price-to-sales ratio of 17.</li>\n</ul>\n<p>As of this writing,<b>Roku</b>(NASDAQ:ROKU)&nbsp;is the third-largest holding in Cathie Wood's&nbsp;<b>ARK Innovation ETF</b>&nbsp;portfolio of stocks. The popular asset manager's fund holds over 3.2 million shares of the enabler of streaming content. That's a total value of almost $1.2 billion and makes up 5.4% of the portfolio.</p>\n<p>Roku's stock price is down 25% in the last month as the market has turned sour on so-called stay-at-home stocks that benefited during the pandemic. However, that could be a buying opportunity for long-term investors.</p>\n<p>Let's look at three reasons to buy this Cathie Wood favorite and one reason for caution.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60f745a9bfdad7ca6a5f3c3bc1009467\" tg-width=\"2000\" tg-height=\"1334\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>1. More content is shifting to streaming from linear TV</b></p>\n<p>More and more consumers are switching from linear TV connections to streaming content. Still, there is a long way to go before the transition runs its course. One estimate suggests in 18- to 45-year-olds, only 39% of their TV watching is streaming, highlighting that there is plenty of room for the shift to continue.</p>\n<p><b>2. Roku has a great operating system that customers love</b></p>\n<p>Roku enables this transition by selling hardware (streaming players) that connects TVs to its operating system. Additionally, it works with manufacturers to have its operating system built into TVs. Indeed, Roku is the leading operating system in TVs in the U.S. and Canada, and it's making good progress in Brazil and Mexico. Roku's system is proven to be reliable and reduces costs for manufacturers. Those features have helped Roku attract 55.1 million active accounts, up 28% from last year; a figure that is likely to grow as Roku continues its international expansion.</p>\n<p><b>3. Roku is expanding internationally</b></p>\n<p>The next market Roku will enter is Germany later this year. If Roku can match the success it's achieving in existing markets -- and there is no reason to think it won't -- it can continue to attract new customers. Indeed, the plan from management on international expansion is to keep doing more of the same, since it's working so well. During the&nbsp;second-quarter earnings call&nbsp;earlier this month, founder and CEO Anthony Wood commented:</p>\n<blockquote>\n In terms of growing active accounts globally, the strategy we're using is the same that worked for us well in the U.S., which is to focus on building active accounts, well, in terms of our business model internationally, it's to focus on building active accounts, engaging those users and then monetizing those users. And the way we are building active accounts is through selling our streaming players and licensing our operating system to TV manufacturers and coming to market with Roku TVs. Both of those are working well for us.\n</blockquote>\n<p><b>A concern? Roku's valuation is not cheap</b></p>\n<p>The one reason to be hesitant about Roku stock right now is that it isn't cheap, despite falling in value by 25% in the last month. It's trading at a forward price-to-sales ratio of 16.73, down from nearly 25 earlier in the year. To be sure, Roku has excellent long-run prospects. However, that might already be priced into the stock at this price. Furthermore, the company has challenges in the near term, such as the negative effects of economic reopenings and&nbsp;supply chain issues, which are causing shortages in materials and harming profit margins.</p>\n<p>All things considered, it may be prudent for investors to wait for an additional&nbsp;pullback&nbsp;in the stock price before accumulating shares in Roku. Or you could wait for supply chain issues and financial impacts from economic reopenings to play out before buying Roku&nbsp;stock.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Reasons to Buy This Cathie Wood Growth Stock, and 1 Reason Not to</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 Reasons to Buy This Cathie Wood Growth Stock, and 1 Reason Not to\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/26/3-reasons-to-buy-this-cathie-wood-growth-stock-and/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nCathie Wood's ARK Innovation ETF owns $1.2 billion of this growth stock.\nThis beaten-down growth stock is the third-largest holding in the ARK Innovation ETF.\nThe stock is down 25% in the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/26/3-reasons-to-buy-this-cathie-wood-growth-stock-and/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","ARKK":"ARK Innovation ETF"},"source_url":"https://www.fool.com/investing/2021/08/26/3-reasons-to-buy-this-cathie-wood-growth-stock-and/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181699797","content_text":"Key Points\n\nCathie Wood's ARK Innovation ETF owns $1.2 billion of this growth stock.\nThis beaten-down growth stock is the third-largest holding in the ARK Innovation ETF.\nThe stock is down 25% in the last month and is trading at a forward price-to-sales ratio of 17.\n\nAs of this writing,Roku(NASDAQ:ROKU) is the third-largest holding in Cathie Wood's ARK Innovation ETF portfolio of stocks. The popular asset manager's fund holds over 3.2 million shares of the enabler of streaming content. That's a total value of almost $1.2 billion and makes up 5.4% of the portfolio.\nRoku's stock price is down 25% in the last month as the market has turned sour on so-called stay-at-home stocks that benefited during the pandemic. However, that could be a buying opportunity for long-term investors.\nLet's look at three reasons to buy this Cathie Wood favorite and one reason for caution.\nIMAGE SOURCE: GETTY IMAGES.\n1. More content is shifting to streaming from linear TV\nMore and more consumers are switching from linear TV connections to streaming content. Still, there is a long way to go before the transition runs its course. One estimate suggests in 18- to 45-year-olds, only 39% of their TV watching is streaming, highlighting that there is plenty of room for the shift to continue.\n2. Roku has a great operating system that customers love\nRoku enables this transition by selling hardware (streaming players) that connects TVs to its operating system. Additionally, it works with manufacturers to have its operating system built into TVs. Indeed, Roku is the leading operating system in TVs in the U.S. and Canada, and it's making good progress in Brazil and Mexico. Roku's system is proven to be reliable and reduces costs for manufacturers. Those features have helped Roku attract 55.1 million active accounts, up 28% from last year; a figure that is likely to grow as Roku continues its international expansion.\n3. Roku is expanding internationally\nThe next market Roku will enter is Germany later this year. If Roku can match the success it's achieving in existing markets -- and there is no reason to think it won't -- it can continue to attract new customers. Indeed, the plan from management on international expansion is to keep doing more of the same, since it's working so well. During the second-quarter earnings call earlier this month, founder and CEO Anthony Wood commented:\n\n In terms of growing active accounts globally, the strategy we're using is the same that worked for us well in the U.S., which is to focus on building active accounts, well, in terms of our business model internationally, it's to focus on building active accounts, engaging those users and then monetizing those users. And the way we are building active accounts is through selling our streaming players and licensing our operating system to TV manufacturers and coming to market with Roku TVs. Both of those are working well for us.\n\nA concern? Roku's valuation is not cheap\nThe one reason to be hesitant about Roku stock right now is that it isn't cheap, despite falling in value by 25% in the last month. It's trading at a forward price-to-sales ratio of 16.73, down from nearly 25 earlier in the year. To be sure, Roku has excellent long-run prospects. However, that might already be priced into the stock at this price. Furthermore, the company has challenges in the near term, such as the negative effects of economic reopenings and supply chain issues, which are causing shortages in materials and harming profit margins.\nAll things considered, it may be prudent for investors to wait for an additional pullback in the stock price before accumulating shares in Roku. Or you could wait for supply chain issues and financial impacts from economic reopenings to play out before buying Roku stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818109431,"gmtCreate":1630380577823,"gmtModify":1676530286783,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Out performing fund in 5 to 10 years","listText":"Out performing fund in 5 to 10 years","text":"Out performing fund in 5 to 10 years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818109431","repostId":"1153871779","repostType":4,"repost":{"id":"1153871779","pubTimestamp":1630375340,"share":"https://ttm.financial/m/news/1153871779?lang=&edition=fundamental","pubTime":"2021-08-31 10:02","market":"us","language":"en","title":"9 stocks hedge funds and mutual funds really love right now: Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=1153871779","media":"Yahoo","summary":"In abull market like the one we have at present, it's unsurprising that money managers at mutual fun","content":"<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p>\n<p>The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p>\n<p>Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&amp;P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p>\n<p>These nine \"shared favorites\" have lagged the S&amp;P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p>\n<p>\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&amp;P 500) and outpaced the S&amp;P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p>\n<p>Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p>\n<p>Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p>\n<p>\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p>\n<p>Both mutual fund and hedge fund managers seem to agree on that take on cash.</p>","source":"lsy1584348713084","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>9 stocks hedge funds and mutual funds really love right now: Goldman</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\">\n9 stocks hedge funds and mutual funds really love right now: Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html><strong>Yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find ...</p>\n\n<a href=\"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","GM":"通用汽车","V":"Visa","LBRDA":"Liberty Broadband Corporation - Class A","TWLO":"Twilio Inc","MA":"万事达","SQ":"Block","WFC":"富国银行"},"source_url":"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153871779","content_text":"In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.\nGoldman Sachs found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.\nBoth mutual fund and hedge fund managers seem to agree on that take on cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818377499,"gmtCreate":1630380401511,"gmtModify":1676530286751,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Looks good.. I have in my portfolio&nbsp;","listText":"Looks good.. I have in my portfolio&nbsp;","text":"Looks good.. I have in my portfolio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818377499","repostId":"1131568820","repostType":2,"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813544876,"gmtCreate":1630220151795,"gmtModify":1676530246440,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"Climbing high","listText":"Climbing high","text":"Climbing high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/813544876","repostId":"2162307887","repostType":2,"repost":{"id":"2162307887","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":1630096245,"share":"https://ttm.financial/m/news/2162307887?lang=&edition=fundamental","pubTime":"2021-08-28 04:30","market":"us","language":"en","title":"BUZZ-U.S. stocks weekly: Scaling the summit","url":"https://stock-news.laohu8.com/highlight/detail?id=2162307887","media":"Reuters","summary":"** S&P 500    finishes week up 1.5%. SPX and the Nasdaq  scale new heights as Powell's remarks at vi","content":"<html><body><p>** S&amp;P 500    finishes week up 1.5%. SPX and the Nasdaq</p><p>  scale new heights as Powell's remarks at virtual Jackson Hole summit sooth taper fears   </p><p>   ** That said, the Dow Industrials Average    lifts, but is unable to join the new highs' party  </p><p>   ** Most sectors climb: Energy and financials soar, while defensive plays lose footing</p><p>   ** Energy    surges 7.3%. Group elevates as Storm Ida approaches Gulf of Mexico    </p><p>   ** Financials    jump 3.5%. Major banks gain ahead of highly anticipated Powell speech   and as Treasury yields lift  . S&amp;P 500 Banks index    leaps 5%</p><p>   ** Industrials    up 2.2%. Airline stocks ascend after Pfizer's    vaccine gets full approval  . NYSE Arca Airline index    rallies 10%</p><p>   ** Tech    up 1.4%. Microchip Tech    gains after chipmaker announces 2-for-1 stock split to help attract retail investors  . <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com    rises on strong Q2 results, upbeat forecast  . Philly chip index    advances 5.5%</p><p>   ** Consumer Staples    slip 1.4%. Worst sector performer J M Smucker   , falls ~6%, as cost inflation, volatile supply chains hit annual profit forecast  </p><p>   ** Meanwhile, investors wait for the whites of inflation's eyes  </p><p>   ** SPX performance YTD:    </p><p>(Lance Tupper and Terence Gabriel are Reuters market analysts. The views expressed are their own)</p><p>((lance.tupper.tr.com@reuters.net lance.tupper@tr.com terence.gabriel.tr.com@reuters.net terence.gabriel@tr.com))</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>BUZZ-U.S. stocks weekly: Scaling the summit</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\">\nBUZZ-U.S. stocks weekly: Scaling the summit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-28 04:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>** S&amp;P 500    finishes week up 1.5%. SPX and the Nasdaq</p><p>  scale new heights as Powell's remarks at virtual Jackson Hole summit sooth taper fears   </p><p>   ** That said, the Dow Industrials Average    lifts, but is unable to join the new highs' party  </p><p>   ** Most sectors climb: Energy and financials soar, while defensive plays lose footing</p><p>   ** Energy    surges 7.3%. Group elevates as Storm Ida approaches Gulf of Mexico    </p><p>   ** Financials    jump 3.5%. Major banks gain ahead of highly anticipated Powell speech   and as Treasury yields lift  . S&amp;P 500 Banks index    leaps 5%</p><p>   ** Industrials    up 2.2%. Airline stocks ascend after Pfizer's    vaccine gets full approval  . NYSE Arca Airline index    rallies 10%</p><p>   ** Tech    up 1.4%. Microchip Tech    gains after chipmaker announces 2-for-1 stock split to help attract retail investors  . <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com    rises on strong Q2 results, upbeat forecast  . Philly chip index    advances 5.5%</p><p>   ** Consumer Staples    slip 1.4%. Worst sector performer J M Smucker   , falls ~6%, as cost inflation, volatile supply chains hit annual profit forecast  </p><p>   ** Meanwhile, investors wait for the whites of inflation's eyes  </p><p>   ** SPX performance YTD:    </p><p>(Lance Tupper and Terence Gabriel are Reuters market analysts. The views expressed are their own)</p><p>((lance.tupper.tr.com@reuters.net lance.tupper@tr.com terence.gabriel.tr.com@reuters.net terence.gabriel@tr.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQQQ":"纳指三倍做空ETF","MCHP":"微芯科技","DOG":"道指反向ETF",".DJI":"道琼斯","PFE":"辉瑞","QLD":"纳指两倍做多ETF",".IXIC":"NASDAQ Composite","CRM":"赛富时",".SPX":"S&P 500 Index","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","UDOW":"道指三倍做多ETF-ProShares","QQQ":"纳指100ETF","AAL":"美国航空","DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","QID":"纳指两倍做空ETF","SJM":"斯马克","UAL":"联合大陆航空","DDM":"道指两倍做多ETF"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162307887","content_text":"** S&P 500    finishes week up 1.5%. SPX and the Nasdaq  scale new heights as Powell's remarks at virtual Jackson Hole summit sooth taper fears      ** That said, the Dow Industrials Average    lifts, but is unable to join the new highs' party     ** Most sectors climb: Energy and financials soar, while defensive plays lose footing   ** Energy    surges 7.3%. Group elevates as Storm Ida approaches Gulf of Mexico       ** Financials    jump 3.5%. Major banks gain ahead of highly anticipated Powell speech   and as Treasury yields lift  . S&P 500 Banks index    leaps 5%   ** Industrials    up 2.2%. Airline stocks ascend after Pfizer's    vaccine gets full approval  . NYSE Arca Airline index    rallies 10%   ** Tech    up 1.4%. Microchip Tech    gains after chipmaker announces 2-for-1 stock split to help attract retail investors  . Salesforce.com    rises on strong Q2 results, upbeat forecast  . Philly chip index    advances 5.5%   ** Consumer Staples    slip 1.4%. Worst sector performer J M Smucker   , falls ~6%, as cost inflation, volatile supply chains hit annual profit forecast     ** Meanwhile, investors wait for the whites of inflation's eyes     ** SPX performance YTD:    (Lance Tupper and Terence Gabriel are Reuters market analysts. The views expressed are their own)((lance.tupper.tr.com@reuters.net lance.tupper@tr.com terence.gabriel.tr.com@reuters.net terence.gabriel@tr.com))","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813079448,"gmtCreate":1630116848284,"gmtModify":1676530228779,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578561972068295","authorIdStr":"3578561972068295"},"themes":[],"htmlText":"I have realized some profit at 25.5","listText":"I have realized some profit at 25.5","text":"I have realized some profit at 25.5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813079448","repostId":"1113000704","repostType":2,"repost":{"id":"1113000704","pubTimestamp":1630076703,"share":"https://ttm.financial/m/news/1113000704?lang=&edition=fundamental","pubTime":"2021-08-27 23:05","market":"us","language":"en","title":"Palantir Stock Will Stay Strong Until the Markets Get Volatile","url":"https://stock-news.laohu8.com/highlight/detail?id=1113000704","media":"InvestorPlace","summary":"PLTR stock may be vulnerable to a market correction caused by the Fed's tightening\nIs going long Pal","content":"<p>PLTR stock may be vulnerable to a market correction caused by the Fed's tightening</p>\n<p>Is going long&nbsp;<b>Palantir</b>(NYSE:<b><u>PLTR</u></b>) stock a bet on the big data dynamo continuing to knock things out of the park? Or is it a bet that the “growth at any price” environment that the market continues to be in will stay intact? The answer is a little bit of Column A, but mostly Column B.</p>\n<p>As shown by its latest earnings report, the company is still knocking the ball out of the park. It beat analysts’ average&nbsp; revenue estimates for the second quarter. And that growth was driven not by its government business, but by its commercial segment. That may signal that the company has more than deep ties with the U.S. federal government on its side.</p>\n<p>Even so, a lot of the stock’s continued strength is derived from the fact that it benefits the most from the U.S. Federal Reserve’s aggressive monetary policy. As a result, its shares will likely remain strong until that policy changes.</p>\n<p>Of course,&nbsp; the Fed’s easy money policies may soon be over, creating a problem for PLTR stock. If the market enters a correction following tightening moves by the central bank, stocks like Palantir could suffer outsized declines.</p>\n<p>But that doesn’t exactly make the shares a sell. Those who believe that the market will experience a soft rather than a hard landing following the Fed’s tightening may think that the long-term potential of Palantir’s&nbsp;“wonderful business”&nbsp; outweighs any possible temporary declines.</p>\n<p><b>Palantir’s Earnings and Why You Shouldn’t Bet Against It</b></p>\n<p>After growing its sales 49% year-over-year&nbsp;in Q2, Palantir remains firmly on the growth train. Not only that, but its success last quarter came from an area that used to be one of its weaknesses. Specifically, its sales to the private sector jumped a stunning 90% year-over-year.</p>\n<p>That stat may put to bed one of the key arguments that bears have made about PLTR stock: their belief that its struggles winning over commercial clients will shorten its growth runway. If the company’s commercial growth continues at similar rates in the upcoming quarters, it could meet or beat its goal of achieving long-term annual revenue growth above 30%.</p>\n<p>One factor that could keep it in high growth mode is its&nbsp;unique strategy of locking in&nbsp; customers over the long-term. That strategy is its PIPE (private investment in public equity) investments in scores of SPACs (special purpose acquisition companies). The SPACs in which it’s invested $310 million purchased just $3 million of its services last quarter. But the company believes that over the long-term, the potential value of the contracts from these clients could be as much as $428 million.</p>\n<p>Palantir’s blowout quarter shows that, despite the hype surrounding the company, no one should bet against. But the stock isn’t&nbsp; bulletproof.</p>\n<p>Again, much of the strong&nbsp; performance of PLTR stock since its debut last fall has been driven by the market’s continued love for high-flying growth names like Palantir. That may be set to change, depending on how the market reacts to the Federal Reserve’s policy changes in the months ahead.</p>\n<p><b>A Correction Could Punish Palantir Stock</b></p>\n<p>Following Palantir’s Q2 earnings, PLTR stock has started to bounce back. In recent weeks, the shares have climbed back from roughly $22 to around $24.87 per share as of yesterday’s market close.</p>\n<p>With&nbsp; the stock’s rich valuation, it may be tough for the shares to make another leap higher. At today’s prices, the stock trades at a forward price-earnings, or P/E, ratio of 153 times. Its forward price-sales ratio&nbsp; of 32 times is sky-high as well.</p>\n<p>Given this factor, the shares may continue to hold steady near their current prices. But while it may be tough for Palantir to add to its gains, a negative catalyst could send it much lower.</p>\n<p>That is the Fed’s likely policy changes, which could soon kick off. As “bond king” Jeffrey Gundlach recently stated in an interview, the start of the Fed’s bond tapering program could&nbsp;put pressure on the stock market. Growth stocks like Palantir would be the most affected by such a development.</p>\n<p>Tightening by the Fed may not push PLTR stock back down to its single-digit lows. Yet even after a 50% drop, its P/E ratio would still be 76.4 times. So it’s best not to shrug off the potential downside risk of PLTR stock.</p>\n<p><b>Despite Its Risks, You May Still Find Palantir Appealing</b></p>\n<p>Not everyone is as bearish as Gundlach on the likely Fed tapering.Depending on the speed of the tapering and when it begins, it may not have that much of an impact on stock prices. So richly priced growth stocks like Palantir may not be at risk of substantial declines.</p>\n<p>If you believe that, at worst, the markets will experience a soft landing once the runaway bull market gives way to a bear market,&nbsp; the long-term potential of PLTR stock may outweigh any upcoming volatility.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Will Stay Strong Until the Markets Get Volatile</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Will Stay Strong Until the Markets Get Volatile\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 23:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/08/pltr-stock-stay-strong-until-markets-get-volatile/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PLTR stock may be vulnerable to a market correction caused by the Fed's tightening\nIs going long Palantir(NYSE:PLTR) stock a bet on the big data dynamo continuing to knock things out of the park? Or ...</p>\n\n<a href=\"https://investorplace.com/2021/08/pltr-stock-stay-strong-until-markets-get-volatile/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2021/08/pltr-stock-stay-strong-until-markets-get-volatile/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113000704","content_text":"PLTR stock may be vulnerable to a market correction caused by the Fed's tightening\nIs going long Palantir(NYSE:PLTR) stock a bet on the big data dynamo continuing to knock things out of the park? Or is it a bet that the “growth at any price” environment that the market continues to be in will stay intact? The answer is a little bit of Column A, but mostly Column B.\nAs shown by its latest earnings report, the company is still knocking the ball out of the park. It beat analysts’ average  revenue estimates for the second quarter. And that growth was driven not by its government business, but by its commercial segment. That may signal that the company has more than deep ties with the U.S. federal government on its side.\nEven so, a lot of the stock’s continued strength is derived from the fact that it benefits the most from the U.S. Federal Reserve’s aggressive monetary policy. As a result, its shares will likely remain strong until that policy changes.\nOf course,  the Fed’s easy money policies may soon be over, creating a problem for PLTR stock. If the market enters a correction following tightening moves by the central bank, stocks like Palantir could suffer outsized declines.\nBut that doesn’t exactly make the shares a sell. Those who believe that the market will experience a soft rather than a hard landing following the Fed’s tightening may think that the long-term potential of Palantir’s “wonderful business”  outweighs any possible temporary declines.\nPalantir’s Earnings and Why You Shouldn’t Bet Against It\nAfter growing its sales 49% year-over-year in Q2, Palantir remains firmly on the growth train. Not only that, but its success last quarter came from an area that used to be one of its weaknesses. Specifically, its sales to the private sector jumped a stunning 90% year-over-year.\nThat stat may put to bed one of the key arguments that bears have made about PLTR stock: their belief that its struggles winning over commercial clients will shorten its growth runway. If the company’s commercial growth continues at similar rates in the upcoming quarters, it could meet or beat its goal of achieving long-term annual revenue growth above 30%.\nOne factor that could keep it in high growth mode is its unique strategy of locking in  customers over the long-term. That strategy is its PIPE (private investment in public equity) investments in scores of SPACs (special purpose acquisition companies). The SPACs in which it’s invested $310 million purchased just $3 million of its services last quarter. But the company believes that over the long-term, the potential value of the contracts from these clients could be as much as $428 million.\nPalantir’s blowout quarter shows that, despite the hype surrounding the company, no one should bet against. But the stock isn’t  bulletproof.\nAgain, much of the strong  performance of PLTR stock since its debut last fall has been driven by the market’s continued love for high-flying growth names like Palantir. That may be set to change, depending on how the market reacts to the Federal Reserve’s policy changes in the months ahead.\nA Correction Could Punish Palantir Stock\nFollowing Palantir’s Q2 earnings, PLTR stock has started to bounce back. In recent weeks, the shares have climbed back from roughly $22 to around $24.87 per share as of yesterday’s market close.\nWith  the stock’s rich valuation, it may be tough for the shares to make another leap higher. At today’s prices, the stock trades at a forward price-earnings, or P/E, ratio of 153 times. Its forward price-sales ratio  of 32 times is sky-high as well.\nGiven this factor, the shares may continue to hold steady near their current prices. But while it may be tough for Palantir to add to its gains, a negative catalyst could send it much lower.\nThat is the Fed’s likely policy changes, which could soon kick off. As “bond king” Jeffrey Gundlach recently stated in an interview, the start of the Fed’s bond tapering program could put pressure on the stock market. Growth stocks like Palantir would be the most affected by such a development.\nTightening by the Fed may not push PLTR stock back down to its single-digit lows. Yet even after a 50% drop, its P/E ratio would still be 76.4 times. So it’s best not to shrug off the potential downside risk of PLTR stock.\nDespite Its Risks, You May Still Find Palantir Appealing\nNot everyone is as bearish as Gundlach on the likely Fed tapering.Depending on the speed of the tapering and when it begins, it may not have that much of an impact on stock prices. So richly priced growth stocks like Palantir may not be at risk of substantial declines.\nIf you believe that, at worst, the markets will experience a soft landing once the runaway bull market gives way to a bear market,  the long-term potential of PLTR stock may outweigh any upcoming volatility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":836598130,"gmtCreate":1629505565320,"gmtModify":1676530059710,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TWOU\">$2U(TWOU)$</a>from +16% to -8.29%&nbsp;","listText":"<a href=\"https://laohu8.com/S/TWOU\">$2U(TWOU)$</a>from +16% to -8.29%&nbsp;","text":"$2U(TWOU)$from +16% to -8.29%","images":[{"img":"https://static.tigerbbs.com/cb45b3d4a56861d041431090e44e1040","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":15,"repostSize":2,"link":"https://ttm.financial/post/836598130","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087911896933810","authorId":"4087911896933810","name":"Pei_jie","avatar":"https://static.tigerbbs.com/b373728bbc2a67fa3c6e741ae5b9caae","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087911896933810","idStr":"4087911896933810"},"content":"Continue dip and dive","text":"Continue dip and dive","html":"Continue dip and dive"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":891621656,"gmtCreate":1628387721275,"gmtModify":1703505627128,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>I have faith on cloud service soaring soon. Time being, bear with it just a short term pain for longer journey battlements&nbsp;","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>I have faith on cloud service soaring soon. Time being, bear with it just a short term pain for longer journey battlements&nbsp;","text":"$Alibaba(BABA)$I have faith on cloud service soaring soon. Time being, bear with it just a short term pain for longer journey battlements","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/891621656","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178773822,"gmtCreate":1626841428866,"gmtModify":1703766231133,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TWOU\">$2U(TWOU)$</a>the new normal way on virtual learning. Big potential for years to go&nbsp;","listText":"<a href=\"https://laohu8.com/S/TWOU\">$2U(TWOU)$</a>the new normal way on virtual learning. Big potential for years to go&nbsp;","text":"$2U(TWOU)$the new normal way on virtual learning. Big potential for years to go","images":[{"img":"https://static.tigerbbs.com/271bd4091d5c554a35fa79403131b74a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/178773822","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087911896933810","authorId":"4087911896933810","name":"Pei_jie","avatar":"https://static.tigerbbs.com/b373728bbc2a67fa3c6e741ae5b9caae","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087911896933810","idStr":"4087911896933810"},"content":"The share plunge dip low now","text":"The share plunge dip low now","html":"The share plunge dip low now"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":889214777,"gmtCreate":1631150806699,"gmtModify":1676530480500,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Continue hold and buy for long&nbsp;","listText":"Continue hold and buy for long&nbsp;","text":"Continue hold and buy for long","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/889214777","repostId":"2166392072","repostType":4,"repost":{"id":"2166392072","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":1631142328,"share":"https://ttm.financial/m/news/2166392072?lang=&edition=fundamental","pubTime":"2021-09-09 07:05","market":"us","language":"en","title":"Wall Street ends lower, weighed down by Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2166392072","media":"Reuters","summary":"* U.S. Fed should trim pandemic stimulus - Bullard\n* Coinbase slumps after SEC threatens to sue\n* Pa","content":"<p>* U.S. Fed should trim pandemic stimulus - Bullard</p>\n<p>* Coinbase slumps after SEC threatens to sue</p>\n<p>* <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> falls after acquiring Japanese buy now, pay later firm</p>\n<p>* Indexes end: Dow -0.20%, S&amp;P 500 -0.13%, Nasdaq -0.57%</p>\n<p>Sept 8 (Reuters) - Wall Street ended lower on Wednesday, spooked by worries that the Delta coronavirus variant could blunt the economy's recovery and on uncertainty about when the Federal Reserve may pull back its accommodative policies.</p>\n<p>Apple and <a href=\"https://laohu8.com/S/FB\">Facebook</a> fell about 1% after helping push the Nasdaq to record highs in the previous session. The dips in those two Silicon Valley giants contributed more than any other companies to the S&amp;P 500's decline for the session.</p>\n<p>Investors have become more cautious following Friday's weak August payrolls data, while pressures from rising costs, despite the economy slowing, have increased concerns that the Fed could move sooner than expected to scale back massive monetary measures enacted last year to shield the economy from the coronavirus pandemic.</p>\n<p>The U.S. economy \"downshifted slightly\" in August as concerns grew over how the renewed surge of coronavirus cases would affect the economic recovery, the Fed said on Wednesday in its latest Beige Book compendium of anecdotal reports about the economy.</p>\n<p>The S&amp;P 500 has dipped less than 1% from its record closing high last Thursday, and it remains up 20% year to date, buoyed by the Fed's accommodative monetary policy.</p>\n<p>\"Investors are pulling petals from a daisy, saying, 'The economy will grow, the economy won't grow,'\" said Sam Stovall, chief investment strategist at CFRA. \"They can’t make up their minds, so they have not commitment to long-term positions.\"</p>\n<p>St. Louis Federal Reserve Bank President James Bullard told the Financial Times that the Fed should move forward with a plan to trim its pandemic stimulus program despite a slowdown in job growth.</p>\n<p>Six of the 11 S&amp;P 500 sector indexes fell, with materials&nbsp;and energy the deepest decliners, down over 1% each.</p>\n<p>The Dow Jones Industrial Average fell 0.2% to end at 35,031.07 points, while the S&amp;P 500 lost 0.13% to 4,514.07.</p>\n<p>The Nasdaq Composite dropped 0.57% to 15,286.64.</p>\n<p>Perrigo Company Plc jumped 9% after the drugmaker said it plans to buy HRA Pharma from investment firms Astorg and Goldman Sachs Asset Management in a deal valued at 1.8 billion euros ($2.13 billion).</p>\n<p>Cryptocurrency exchange Coinbase Global Inc fell 3.2% after the U.S. securities regulator threatened to sue the firm if it goes ahead with plans to launch a crypto lending scheme.</p>\n<p>U.S. payments giant PayPal Holdings Inc declined 2.7% after it said it would acquire Japanese buy now, pay later firm Paidy in a $2.7 billion largely cash deal.</p>\n<p>Volume on U.S. exchanges was 9.5 billion shares, compared with the 9.1 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.71-to-1 ratio; on Nasdaq, a 2.18-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 32 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 55 new highs and 41 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends lower, weighed down by Big Tech</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 lower, weighed down by Big Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-09 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* U.S. Fed should trim pandemic stimulus - Bullard</p>\n<p>* Coinbase slumps after SEC threatens to sue</p>\n<p>* <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> falls after acquiring Japanese buy now, pay later firm</p>\n<p>* Indexes end: Dow -0.20%, S&amp;P 500 -0.13%, Nasdaq -0.57%</p>\n<p>Sept 8 (Reuters) - Wall Street ended lower on Wednesday, spooked by worries that the Delta coronavirus variant could blunt the economy's recovery and on uncertainty about when the Federal Reserve may pull back its accommodative policies.</p>\n<p>Apple and <a href=\"https://laohu8.com/S/FB\">Facebook</a> fell about 1% after helping push the Nasdaq to record highs in the previous session. The dips in those two Silicon Valley giants contributed more than any other companies to the S&amp;P 500's decline for the session.</p>\n<p>Investors have become more cautious following Friday's weak August payrolls data, while pressures from rising costs, despite the economy slowing, have increased concerns that the Fed could move sooner than expected to scale back massive monetary measures enacted last year to shield the economy from the coronavirus pandemic.</p>\n<p>The U.S. economy \"downshifted slightly\" in August as concerns grew over how the renewed surge of coronavirus cases would affect the economic recovery, the Fed said on Wednesday in its latest Beige Book compendium of anecdotal reports about the economy.</p>\n<p>The S&amp;P 500 has dipped less than 1% from its record closing high last Thursday, and it remains up 20% year to date, buoyed by the Fed's accommodative monetary policy.</p>\n<p>\"Investors are pulling petals from a daisy, saying, 'The economy will grow, the economy won't grow,'\" said Sam Stovall, chief investment strategist at CFRA. \"They can’t make up their minds, so they have not commitment to long-term positions.\"</p>\n<p>St. Louis Federal Reserve Bank President James Bullard told the Financial Times that the Fed should move forward with a plan to trim its pandemic stimulus program despite a slowdown in job growth.</p>\n<p>Six of the 11 S&amp;P 500 sector indexes fell, with materials&nbsp;and energy the deepest decliners, down over 1% each.</p>\n<p>The Dow Jones Industrial Average fell 0.2% to end at 35,031.07 points, while the S&amp;P 500 lost 0.13% to 4,514.07.</p>\n<p>The Nasdaq Composite dropped 0.57% to 15,286.64.</p>\n<p>Perrigo Company Plc jumped 9% after the drugmaker said it plans to buy HRA Pharma from investment firms Astorg and Goldman Sachs Asset Management in a deal valued at 1.8 billion euros ($2.13 billion).</p>\n<p>Cryptocurrency exchange Coinbase Global Inc fell 3.2% after the U.S. securities regulator threatened to sue the firm if it goes ahead with plans to launch a crypto lending scheme.</p>\n<p>U.S. payments giant PayPal Holdings Inc declined 2.7% after it said it would acquire Japanese buy now, pay later firm Paidy in a $2.7 billion largely cash deal.</p>\n<p>Volume on U.S. exchanges was 9.5 billion shares, compared with the 9.1 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.71-to-1 ratio; on Nasdaq, a 2.18-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 32 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 55 new highs and 41 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","TQQQ":"纳指三倍做多ETF","OEF":"标普100指数ETF-iShares","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","DJX":"1/100道琼斯","QQQ":"纳指100ETF","AAPL":"苹果","PYPL":"PayPal","IVV":"标普500指数ETF","DXD":"道指两倍做空ETF","SSO":"两倍做多标普500ETF","QID":"纳指两倍做空ETF","COIN":"Coinbase Global, Inc.","SH":"标普500反向ETF",".SPX":"S&P 500 Index","OEX":"标普100","DDM":"道指两倍做多ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯","DOG":"道指反向ETF",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","QLD":"纳指两倍做多ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166392072","content_text":"* U.S. Fed should trim pandemic stimulus - Bullard\n* Coinbase slumps after SEC threatens to sue\n* PayPal falls after acquiring Japanese buy now, pay later firm\n* Indexes end: Dow -0.20%, S&P 500 -0.13%, Nasdaq -0.57%\nSept 8 (Reuters) - Wall Street ended lower on Wednesday, spooked by worries that the Delta coronavirus variant could blunt the economy's recovery and on uncertainty about when the Federal Reserve may pull back its accommodative policies.\nApple and Facebook fell about 1% after helping push the Nasdaq to record highs in the previous session. The dips in those two Silicon Valley giants contributed more than any other companies to the S&P 500's decline for the session.\nInvestors have become more cautious following Friday's weak August payrolls data, while pressures from rising costs, despite the economy slowing, have increased concerns that the Fed could move sooner than expected to scale back massive monetary measures enacted last year to shield the economy from the coronavirus pandemic.\nThe U.S. economy \"downshifted slightly\" in August as concerns grew over how the renewed surge of coronavirus cases would affect the economic recovery, the Fed said on Wednesday in its latest Beige Book compendium of anecdotal reports about the economy.\nThe S&P 500 has dipped less than 1% from its record closing high last Thursday, and it remains up 20% year to date, buoyed by the Fed's accommodative monetary policy.\n\"Investors are pulling petals from a daisy, saying, 'The economy will grow, the economy won't grow,'\" said Sam Stovall, chief investment strategist at CFRA. \"They can’t make up their minds, so they have not commitment to long-term positions.\"\nSt. Louis Federal Reserve Bank President James Bullard told the Financial Times that the Fed should move forward with a plan to trim its pandemic stimulus program despite a slowdown in job growth.\nSix of the 11 S&P 500 sector indexes fell, with materials and energy the deepest decliners, down over 1% each.\nThe Dow Jones Industrial Average fell 0.2% to end at 35,031.07 points, while the S&P 500 lost 0.13% to 4,514.07.\nThe Nasdaq Composite dropped 0.57% to 15,286.64.\nPerrigo Company Plc jumped 9% after the drugmaker said it plans to buy HRA Pharma from investment firms Astorg and Goldman Sachs Asset Management in a deal valued at 1.8 billion euros ($2.13 billion).\nCryptocurrency exchange Coinbase Global Inc fell 3.2% after the U.S. securities regulator threatened to sue the firm if it goes ahead with plans to launch a crypto lending scheme.\nU.S. payments giant PayPal Holdings Inc declined 2.7% after it said it would acquire Japanese buy now, pay later firm Paidy in a $2.7 billion largely cash deal.\nVolume on U.S. exchanges was 9.5 billion shares, compared with the 9.1 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.71-to-1 ratio; on Nasdaq, a 2.18-to-1 ratio favored decliners.\nThe S&P 500 posted 32 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 55 new highs and 41 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815604585,"gmtCreate":1630672553047,"gmtModify":1676530372182,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Watch up closely&nbsp;","listText":"Watch up closely&nbsp;","text":"Watch up closely","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/815604585","repostId":"1125740533","repostType":2,"repost":{"id":"1125740533","pubTimestamp":1630654544,"share":"https://ttm.financial/m/news/1125740533?lang=&edition=fundamental","pubTime":"2021-09-03 15:35","market":"us","language":"en","title":"Chinese EV Startup Iconiq Said to Mull $4 Billion U.S. SPAC Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1125740533","media":"Bloomberg","summary":"Iconiq Motors, a Chinese electric vehicle firm, is considering going public in the U.S. through a me","content":"<p>Iconiq Motors, a Chinese electric vehicle firm, is considering going public in the U.S. through a merger with a blank-check company, according to people familiar with the matter.</p>\n<p>The startup is working with an adviser on a potential deal that could value the combined company at about $4 billion, according to one of the people.</p>\n<p>Iconiq could become publicly traded through the special purpose acquisition company as soon as the end of this year, another person said, asking not to be identified as the details are private.</p>\n<p>Discussions are at an early stage and there is no guarantee that a deal with a SPAC will be reached, the people said. A representative for Iconiq declined to comment.</p>\n<p>Founded in 2016 by Chinese entrepreneur Alan Wu, Iconiq Motors has offices in Tianjin, Shanghai and Dubai according to its&nbsp;website. Its partners include auto supplier Magna Steyr and Microsoft Corp. The company, which targets the high end of the EV market, aims to launch the Iconiq Seven series multi-purpose vehicle by end of 2023. It counts Amer International Group Co. among its investors, according to apress release&nbsp;in March.</p>\n<p>Encouraged by domestic carmakers&nbsp;NIO Inc.and&nbsp;Xpeng Inc.’s successful share sales in the U.S., Chinese EV startups have sought to tap the market there to meet the demands of their capital-intensive manufacturing processes. Acrackdownby Chinese authorities on its companies listing overseas has thrown those plans into doubt, particularly those that collate large amounts of user data, which means they could be subject to reviews before being allowed to go public.</p>\n<p>Tim Hortons China, one of the first firms based in the country to announce a SPAC merger since the crackdown began,said&nbsp;in August that as part of the deal it would create an independent entity incorporated in China to safeguard customer data, a move viewed as a bid to satisfy Chinese regulators. Tims China will not own any equity in the entity and will provide its services to the parent at cost.</p>\n<p>Several EV makers have already gone public through mergers with blank-check firms, including&nbsp;Faraday Future Intelligent Electric Inc.,Canoo Inc.and&nbsp;Fisker Inc.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese EV Startup Iconiq Said to Mull $4 Billion U.S. SPAC Deal</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\">\nChinese EV Startup Iconiq Said to Mull $4 Billion U.S. SPAC Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 15:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-09-03/chinese-ev-startup-iconiq-said-to-mull-4-billion-u-s-spac-deal><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Iconiq Motors, a Chinese electric vehicle firm, is considering going public in the U.S. through a merger with a blank-check company, according to people familiar with the matter.\nThe startup is ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-09-03/chinese-ev-startup-iconiq-said-to-mull-4-billion-u-s-spac-deal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOEV":"Canoo Inc.","FSR":"菲斯克","FFIE":"Faraday Future","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"https://www.bloomberg.com/news/articles/2021-09-03/chinese-ev-startup-iconiq-said-to-mull-4-billion-u-s-spac-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125740533","content_text":"Iconiq Motors, a Chinese electric vehicle firm, is considering going public in the U.S. through a merger with a blank-check company, according to people familiar with the matter.\nThe startup is working with an adviser on a potential deal that could value the combined company at about $4 billion, according to one of the people.\nIconiq could become publicly traded through the special purpose acquisition company as soon as the end of this year, another person said, asking not to be identified as the details are private.\nDiscussions are at an early stage and there is no guarantee that a deal with a SPAC will be reached, the people said. A representative for Iconiq declined to comment.\nFounded in 2016 by Chinese entrepreneur Alan Wu, Iconiq Motors has offices in Tianjin, Shanghai and Dubai according to its website. Its partners include auto supplier Magna Steyr and Microsoft Corp. The company, which targets the high end of the EV market, aims to launch the Iconiq Seven series multi-purpose vehicle by end of 2023. It counts Amer International Group Co. among its investors, according to apress release in March.\nEncouraged by domestic carmakers NIO Inc.and Xpeng Inc.’s successful share sales in the U.S., Chinese EV startups have sought to tap the market there to meet the demands of their capital-intensive manufacturing processes. Acrackdownby Chinese authorities on its companies listing overseas has thrown those plans into doubt, particularly those that collate large amounts of user data, which means they could be subject to reviews before being allowed to go public.\nTim Hortons China, one of the first firms based in the country to announce a SPAC merger since the crackdown began,said in August that as part of the deal it would create an independent entity incorporated in China to safeguard customer data, a move viewed as a bid to satisfy Chinese regulators. Tims China will not own any equity in the entity and will provide its services to the parent at cost.\nSeveral EV makers have already gone public through mergers with blank-check firms, including Faraday Future Intelligent Electric Inc.,Canoo Inc.and Fisker Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087911896933810","authorId":"4087911896933810","name":"Pei_jie","avatar":"https://static.tigerbbs.com/b373728bbc2a67fa3c6e741ae5b9caae","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087911896933810","idStr":"4087911896933810"},"content":"Stay tune it means","text":"Stay tune it means","html":"Stay tune it means"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818109431,"gmtCreate":1630380577823,"gmtModify":1676530286783,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Out performing fund in 5 to 10 years","listText":"Out performing fund in 5 to 10 years","text":"Out performing fund in 5 to 10 years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/818109431","repostId":"1153871779","repostType":4,"repost":{"id":"1153871779","pubTimestamp":1630375340,"share":"https://ttm.financial/m/news/1153871779?lang=&edition=fundamental","pubTime":"2021-08-31 10:02","market":"us","language":"en","title":"9 stocks hedge funds and mutual funds really love right now: Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=1153871779","media":"Yahoo","summary":"In abull market like the one we have at present, it's unsurprising that money managers at mutual fun","content":"<p>In abull market like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> , <a href=\"https://laohu8.com/S/FISV\">Fiserv</a> (FISV), <a href=\"https://laohu8.com/S/GM\">General Motors</a> , <a href=\"https://laohu8.com/S/LBRDA\">Liberty Broadband</a> , Mastercard (MA), <a href=\"https://laohu8.com/S/SQ\">Square</a> , <a href=\"https://laohu8.com/S/TWLO\">Twilio</a>, <a href=\"https://laohu8.com/S/V\">Visa</a> (V) and <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> .</p>\n<p>The stocks — mostly of the growth variety (save for Wells Fargoand <a href=\"https://laohu8.com/S/BGC\">General</a> Motors) aren't cheap from a valuation perspective, however.</p>\n<p>Goldman notes these nine stocks trade at a stiff 63% valuation premium to the S&amp;P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.</p>\n<p>These nine \"shared favorites\" have lagged the S&amp;P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.</p>\n<p>\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&amp;P 500) and outpaced the S&amp;P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.</p>\n<p>Where there appears to be further agreement is on the outlook for stocks headed into year-end.</p>\n<p>Mutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.</p>\n<p>\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.</p>\n<p>Both mutual fund and hedge fund managers seem to agree on that take on cash.</p>","source":"lsy1584348713084","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>9 stocks hedge funds and mutual funds really love right now: Goldman</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\">\n9 stocks hedge funds and mutual funds really love right now: Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html><strong>Yahoo</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find ...</p>\n\n<a href=\"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","GM":"通用汽车","V":"Visa","LBRDA":"Liberty Broadband Corporation - Class A","TWLO":"Twilio Inc","MA":"万事达","SQ":"Block","WFC":"富国银行"},"source_url":"https://finance.yahoo.com/news/9-stocks-hedge-funds-and-mutual-funds-really-love-right-now-goldman-102913244.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153871779","content_text":"In abull market like the one we have at present, it's unsurprising that money managers at mutual funds and hedge funds — often with starkly opposing approaches to investing clients' cash — could find a bit of common ground on the best names to own.\nGoldman Sachs found in a new analysis of 813 hedge funds with $2.9 trillion in gross equity exposure and 573 mutual funds with $3 trillion in assets under management, there are nine stocks both view bullishly right now. They include: Adobe , Fiserv (FISV), General Motors , Liberty Broadband , Mastercard (MA), Square , Twilio, Visa (V) and Wells Fargo .\nThe stocks — mostly of the growth variety (save for Wells Fargoand General Motors) aren't cheap from a valuation perspective, however.\nGoldman notes these nine stocks trade at a stiff 63% valuation premium to the S&P 500 (^GSPC). The robust relative premiums on these mostly growth stocks likely explains why their performance has been subpar in a market that has tilted more toward value sectors for a good portion of 2021.\nThese nine \"shared favorites\" have lagged the S&P 500 by 14 percentage points this year (6% gain vs. 20% appreciation), according to Goldman's findings.\n\"The strategy of owning shared favorites has a historical track record of outperformance. Since 2013, an equal-weighted list of shared favorites has generated an annualized return of 20% (vs. 16% for S&P 500) and outpaced the S&P 500 in 62% of months,\" saidGoldman's chief U.S. equity strategist David Kostin.\nWhere there appears to be further agreement is on the outlook for stocks headed into year-end.\nMutual fund cash allocation as a percent of assets under management sits at a record low of 1.6%, compared to a historical average of 2.5%. Meanwhile, leverage — or using debt to boost returns on investment — for hedge funds remains elevated to history, Goldman's work shows.\n\"The dominant feature of the landscape today in investing is that it has never been more punitive to hold cash,\". PGIM manages more than $1.5 trillion in assets.\nBoth mutual fund and hedge fund managers seem to agree on that take on cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819810131,"gmtCreate":1630053420723,"gmtModify":1676530211560,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Pretty hope it is true&nbsp;","listText":"Pretty hope it is true&nbsp;","text":"Pretty hope it is true","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/819810131","repostId":"1131568820","repostType":2,"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888016966,"gmtCreate":1631412968755,"gmtModify":1676530543136,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"I was in a cafe closed to mid night washing breaking news reporting.&nbsp;","listText":"I was in a cafe closed to mid night washing breaking news reporting.&nbsp;","text":"I was in a cafe closed to mid night washing breaking news reporting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/888016966","repostId":"2166377199","repostType":2,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145982043,"gmtCreate":1626186282482,"gmtModify":1703755131888,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PWFL\">$PowerFleet, Inc.(PWFL)$</a>I stay tune&nbsp;","listText":"<a href=\"https://laohu8.com/S/PWFL\">$PowerFleet, Inc.(PWFL)$</a>I stay tune&nbsp;","text":"$PowerFleet, Inc.(PWFL)$I stay tune","images":[{"img":"https://static.tigerbbs.com/31fce17714006e23ae7e092ab5829803","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/145982043","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087911896933810","authorId":"4087911896933810","name":"Pei_jie","avatar":"https://static.tigerbbs.com/b373728bbc2a67fa3c6e741ae5b9caae","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4087911896933810","idStr":"4087911896933810"},"content":"On the way","text":"On the way","html":"On the way"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148403832,"gmtCreate":1625997924726,"gmtModify":1703751787046,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Worth to buy in discounted price&nbsp;","listText":"Worth to buy in discounted price&nbsp;","text":"Worth to buy in discounted price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148403832","repostId":"2150370120","repostType":4,"repost":{"id":"2150370120","pubTimestamp":1625879410,"share":"https://ttm.financial/m/news/2150370120?lang=&edition=fundamental","pubTime":"2021-07-10 09:10","market":"us","language":"en","title":"Top 10 Cloud Stocks to Buy on the Next Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2150370120","media":"Motley Fool","summary":"How can you capitalize on secular growth trends like digital transformation, artificial intelligence (AI), cybersecurity, analytics, video streaming, work from anywhere, the gig economy, and more? Last time, I covered stocks six through 10 on the list, and today I cover my top five!","content":"<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.</p>\n<p>If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.</p>\n<p>Cloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?</p>\n<p>I'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.</p>\n<p>#10.<b>salesforce.com</b>&nbsp;(NYSE:CRM) is the leader in customer relationship management (CRM). <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiring<b>Slack</b> (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.</p>\n<p>#9.<b>DocuSign</b>(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.</p>\n<p>#8.<b>Twilio</b> (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:</p>\n<ul>\n <li><b>Messaging:</b> You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.</li>\n <li><b>Customer engagement:</b>Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.</li>\n <li><b>Marketing:</b>Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.</li>\n <li><b>Business email services:</b> Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.</li>\n</ul>\n<p>#7<b>The Trade Desk</b> (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. Think<b>Roku</b> (NASDAQ:ROKU), YouTube, part of<b>Alphabet</b> (NASDAQ:GOOGL),<b>Amazon</b> Prime (NASDAQ:AMZN),<b>Disney</b>'s Disney+&nbsp;(NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.</p>\n<p>#6.<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b> (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.</p>\n<p>In case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.&nbsp;</p>\n<p><i>Cloud computing</i> refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.&nbsp;</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?&nbsp;</p>\n<p>#5. <b>Zscaler</b> (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion.&nbsp;</p>\n<p>#4. <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions.&nbsp;</p>\n<p>Datadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with <b>Microsoft</b> (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> to provide real-time monitoring and threat detection across the <b>Salesforce</b> (NASDAQ:DDOG)&nbsp;platform.</p>\n<p>From a product perspective, here are the highlights:</p>\n<ul>\n <li><b>Application performance monitoring (APM) </b>provides visibility into application functionality and health.&nbsp;</li>\n <li><b>Infrastructure monitoring </b>allows businesses to monitor IT infrastructure.</li>\n <li><b>Log management </b>provides visualization and data for any performance problems.</li>\n <li><b>User experience monitoring </b>includes both synthetics and real user monitoring (RUM).</li>\n <li><b>Network performance monitoring </b>allows insights and analysis into network traffic flow from both hybrid and cloud environments.</li>\n <li><b>Incident management and continuous profiler </b>improves workflows.&nbsp;</li>\n <li><b>Security monitoring </b>provides threat detection.</li>\n</ul>\n<p>#3. <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b> (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform.&nbsp;</p>\n<p>As you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's <b>Berkshire Hathaway</b> (NYSE:BRK.A). Snowflake's clients include <b>Apple</b> (NASDAQ:AAPL), <b>Nike</b> (NYSE:NKE), <b>Mastercard</b> (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list.&nbsp;</p>\n<p>#2. <b>Cloudflare</b>'s (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's <a href=\"https://laohu8.com/S/AONE\">one</a> of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment.&nbsp;</p>\n<p>#1 <b>Crowdstrike</b> (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution.&nbsp;</p>\n<p>Cyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.</p>\n<p>If you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Cloud Stocks to Buy on the Next Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop 10 Cloud Stocks to Buy on the Next Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCU":"Docusign","ZS":"Zscaler Inc.","CRM":"赛富时","DDOG":"Datadog","TWLO":"Twilio Inc","NET":"Cloudflare, Inc.","CRWD":"CrowdStrike Holdings, Inc.","SNOW":"Snowflake","ZM":"Zoom","TTD":"Trade Desk Inc."},"source_url":"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150370120","content_text":"Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.\nIf you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.\nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.\nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?\nI'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.\n#10.salesforce.com (NYSE:CRM) is the leader in customer relationship management (CRM). Salesforce is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiringSlack (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.\n#9.DocuSign(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.\n#8.Twilio (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:\n\nMessaging: You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.\nCustomer engagement:Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.\nMarketing:Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.\nBusiness email services: Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.\n\n#7The Trade Desk (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. ThinkRoku (NASDAQ:ROKU), YouTube, part ofAlphabet (NASDAQ:GOOGL),Amazon Prime (NASDAQ:AMZN),Disney's Disney+ (NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.\n#6.Zoom Video (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.\nIn case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective. \nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines. \nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio? \n#5. Zscaler (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion. \n#4. Datadog (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions. \nDatadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with Microsoft (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with Salesforce to provide real-time monitoring and threat detection across the Salesforce (NASDAQ:DDOG) platform.\nFrom a product perspective, here are the highlights:\n\nApplication performance monitoring (APM) provides visibility into application functionality and health. \nInfrastructure monitoring allows businesses to monitor IT infrastructure.\nLog management provides visualization and data for any performance problems.\nUser experience monitoring includes both synthetics and real user monitoring (RUM).\nNetwork performance monitoring allows insights and analysis into network traffic flow from both hybrid and cloud environments.\nIncident management and continuous profiler improves workflows. \nSecurity monitoring provides threat detection.\n\n#3. Snowflake (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. \nAs you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's Berkshire Hathaway (NYSE:BRK.A). Snowflake's clients include Apple (NASDAQ:AAPL), Nike (NYSE:NKE), Mastercard (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list. \n#2. Cloudflare's (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's one of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment. \n#1 Crowdstrike (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution. \nCyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.\nIf you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802326334,"gmtCreate":1627721074928,"gmtModify":1703495214620,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"What's next? Realize some profit?&nbsp;","listText":"What's next? Realize some profit?&nbsp;","text":"What's next? Realize some profit?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/802326334","repostId":"1121501806","repostType":2,"repost":{"id":"1121501806","pubTimestamp":1627687085,"share":"https://ttm.financial/m/news/1121501806?lang=&edition=fundamental","pubTime":"2021-07-31 07:18","market":"us","language":"en","title":"Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.","url":"https://stock-news.laohu8.com/highlight/detail?id=1121501806","media":"Barron's","summary":"Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s fiv","content":"<p>Big tech stocks keep getting bigger. Their market caps, not so much.</p>\n<p>This past week, the world’s five largest tech companies—<a href=\"https://laohu8.com/S/AAPL\">Apple</a>(ticker: AAPL),<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT),<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>(AMZN),<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>(GOOGL), andFacebook(FB)—all reported quarterly results. Their collective performance was astonishing. As a group, their revenue increased 36%, to $332 billion. These companies spent the pandemic making gobs of money.</p>\n<p>Butinvestors were unimpressed. While <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> inched 1.3% higher for the week, the others were all down. Amazongot the worst reception; its stock fell 7.6% on Friday. With all five hovering near all-time highs, investors are taking profits, worried that growth rates are going to slow from here. Beneath the surface, the concerns are well founded. Here are the key takeaways from Big Tech’s huge earnings:</p>\n<p><b>The pandemic boom is over.</b>That’s not to say the pandemic itself is over—the Delta variant is wreaking havoc—but Americans have already made changes in their behavior, and those adjustments are having a major impact on the tech giants.</p>\n<p>It starts with e-commerce. Amazon Chief Financial Officer Brian Olsavsky said on the company’s earnings call that starting in mid-May, growth in e-commerce sales dropped into the midteens from the 30%-to-40% range. People are getting vaccines and leaving the house to buy things that just a few months ago they would have bought online. They’re also shifting some disposable income from online shopping to travel, restaurants, and even events. Olsavsky sees continued tough comparisons for Amazon—and midteens growth rates—for the next few quarters.</p>\n<p>Applebeat expectations in all of its segments, but growth is slowing there, too. Mac sales were up 16% in the June quarter, down from 70% growth three months earlier. iPad sales were up 12%, versus 79% in the March period. This is all still better than before the pandemic, but it suggests that the furious shopping spree for home offices and virtual schooling is coming to an end.Logitech(LOGI), which makes PC peripherals like mice and webcams, had 66% revenue growth in the June quarter, but it sees flat revenue for its fiscal year ending in March 2022.</p>\n<p><b>Component shortages continue.</b>The market’s biggest issue with <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s quarter was its warning that the chip supply shortage has worsened since the end of June—and that the issue will affect the availability of iPads and, even worse, iPhones. In September, Apple is expected torelease the iPhone 13—and there’s a risk that Apple might not be able to meet demand.<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>(QCOM) this past week warned that the chip shortage could drag into 2022. This could take a while to fix.</p>\n<p>Meanwhile, Apple CEO Tim Cook said on the company’s earnings call that shipping costs are higher, too. I saw evidence of that from my seat at a San Francisco Giants game this past week. Looking past McCovey Cove toward San Francisco <a href=\"https://laohu8.com/S/BYBK\">Bay</a>, there were at least a dozen container ships lined up to get into the Port of Oakland, which saw an 11% increase in cargo volume in the first half. The port is backed up in part due to a shortage of dockworkers. Freight rates are at record levels, and the holiday merchandising season is fast approaching, adding to demand for freight capacity.</p>\n<p><b>Online advertising is blazing hot.</b>On a brighter note for investors, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>’sad business grew 68% in the latest quarter, including an 84% jump in advertising at YouTube. <a href=\"https://laohu8.com/S/FB\">Facebook</a>’sad business grew 56%, driven by a 47% year-over-year increase in ad pricing. Amazon’s “other” revenue category, mostly ads, was up 87%, to $7.9 billion, nearly $1 billion better than Wall Street estimates. Apple doesn’t break out advertising, but ad strength contributed to the 33% growth in the company’s services business. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> saw a53% jump in search ads(remember Bing?) and a 97% jump in advertising at <a href=\"https://laohu8.com/S/LNKD\">LinkedIn</a>. It all stems from the reopening of the economy. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> told analysts that the biggest driver of ad growth was retail, with strong contributions from travel, financial services, and media and entertainment. People are shopping, eating out, and going on vacation, and that’s driving ads.</p>\n<p><b>Cloud adoption is accelerating.</b>The digital transformation trend that everyone in enterprise computing talks about is the real deal. For Amazon, the slowdown in e-commerce growth overshadowed a fantastic quarter for its Amazon Web Services cloud unit, which grew 37%—accelerating from 32% in the March quarter— to $14.8 billion. That was $500 million better than estimates. Microsoft Azure revenue was up 51%, beating the Wall Street consensus by nine percentage points. Alphabet posted 54% growth in its Google Cloud business, accelerating from 46% growth in the March quarter. Google Cloud is rapidly approaching a $20 billion annual revenue run rate. Give it a cloud-like sales multiple of 20 times and the business is worth $400 billion, constituting more than 20% of Alphabet’s current market value.</p>\n<p><b>The wild card.</b>Regulators and legislators scrutinizing Big Tech are surely looking at the latest results and finding a new sense of purpose. The big are getting bigger. And the regulatory risks are getting riskier.</p>","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>Big Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.</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\">\nBig Tech Earnings Sparkled. There’s Reason to Worry About What Comes Next.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s five largest tech companies—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Alphabet(GOOGL), ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?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","AMZN":"亚马逊","MSFT":"微软","AAPL":"苹果","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/articles/big-tech-earnings-stocks-51627680068?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121501806","content_text":"Big tech stocks keep getting bigger. Their market caps, not so much.\nThis past week, the world’s five largest tech companies—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Alphabet(GOOGL), andFacebook(FB)—all reported quarterly results. Their collective performance was astonishing. As a group, their revenue increased 36%, to $332 billion. These companies spent the pandemic making gobs of money.\nButinvestors were unimpressed. While Alphabet inched 1.3% higher for the week, the others were all down. Amazongot the worst reception; its stock fell 7.6% on Friday. With all five hovering near all-time highs, investors are taking profits, worried that growth rates are going to slow from here. Beneath the surface, the concerns are well founded. Here are the key takeaways from Big Tech’s huge earnings:\nThe pandemic boom is over.That’s not to say the pandemic itself is over—the Delta variant is wreaking havoc—but Americans have already made changes in their behavior, and those adjustments are having a major impact on the tech giants.\nIt starts with e-commerce. Amazon Chief Financial Officer Brian Olsavsky said on the company’s earnings call that starting in mid-May, growth in e-commerce sales dropped into the midteens from the 30%-to-40% range. People are getting vaccines and leaving the house to buy things that just a few months ago they would have bought online. They’re also shifting some disposable income from online shopping to travel, restaurants, and even events. Olsavsky sees continued tough comparisons for Amazon—and midteens growth rates—for the next few quarters.\nApplebeat expectations in all of its segments, but growth is slowing there, too. Mac sales were up 16% in the June quarter, down from 70% growth three months earlier. iPad sales were up 12%, versus 79% in the March period. This is all still better than before the pandemic, but it suggests that the furious shopping spree for home offices and virtual schooling is coming to an end.Logitech(LOGI), which makes PC peripherals like mice and webcams, had 66% revenue growth in the June quarter, but it sees flat revenue for its fiscal year ending in March 2022.\nComponent shortages continue.The market’s biggest issue with Apple’s quarter was its warning that the chip supply shortage has worsened since the end of June—and that the issue will affect the availability of iPads and, even worse, iPhones. In September, Apple is expected torelease the iPhone 13—and there’s a risk that Apple might not be able to meet demand.Qualcomm(QCOM) this past week warned that the chip shortage could drag into 2022. This could take a while to fix.\nMeanwhile, Apple CEO Tim Cook said on the company’s earnings call that shipping costs are higher, too. I saw evidence of that from my seat at a San Francisco Giants game this past week. Looking past McCovey Cove toward San Francisco Bay, there were at least a dozen container ships lined up to get into the Port of Oakland, which saw an 11% increase in cargo volume in the first half. The port is backed up in part due to a shortage of dockworkers. Freight rates are at record levels, and the holiday merchandising season is fast approaching, adding to demand for freight capacity.\nOnline advertising is blazing hot.On a brighter note for investors, Alphabet’sad business grew 68% in the latest quarter, including an 84% jump in advertising at YouTube. Facebook’sad business grew 56%, driven by a 47% year-over-year increase in ad pricing. Amazon’s “other” revenue category, mostly ads, was up 87%, to $7.9 billion, nearly $1 billion better than Wall Street estimates. Apple doesn’t break out advertising, but ad strength contributed to the 33% growth in the company’s services business. Microsoft saw a53% jump in search ads(remember Bing?) and a 97% jump in advertising at LinkedIn. It all stems from the reopening of the economy. Alphabet told analysts that the biggest driver of ad growth was retail, with strong contributions from travel, financial services, and media and entertainment. People are shopping, eating out, and going on vacation, and that’s driving ads.\nCloud adoption is accelerating.The digital transformation trend that everyone in enterprise computing talks about is the real deal. For Amazon, the slowdown in e-commerce growth overshadowed a fantastic quarter for its Amazon Web Services cloud unit, which grew 37%—accelerating from 32% in the March quarter— to $14.8 billion. That was $500 million better than estimates. Microsoft Azure revenue was up 51%, beating the Wall Street consensus by nine percentage points. Alphabet posted 54% growth in its Google Cloud business, accelerating from 46% growth in the March quarter. Google Cloud is rapidly approaching a $20 billion annual revenue run rate. Give it a cloud-like sales multiple of 20 times and the business is worth $400 billion, constituting more than 20% of Alphabet’s current market value.\nThe wild card.Regulators and legislators scrutinizing Big Tech are surely looking at the latest results and finding a new sense of purpose. The big are getting bigger. And the regulatory risks are getting riskier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884829162,"gmtCreate":1631880463956,"gmtModify":1676530660093,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAL\">$American Airlines(AAL)$</a>come on.. Lifting is here","listText":"<a href=\"https://laohu8.com/S/AAL\">$American Airlines(AAL)$</a>come on.. Lifting is here","text":"$American Airlines(AAL)$come on.. Lifting is here","images":[{"img":"https://static.tigerbbs.com/8798d1006b962011a0546224e1a8b579","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/884829162","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":880381245,"gmtCreate":1631020300687,"gmtModify":1676530443908,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Future market trend","listText":"Future market trend","text":"Future market trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/880381245","repostId":"2165355516","repostType":2,"repost":{"id":"2165355516","pubTimestamp":1631014920,"share":"https://ttm.financial/m/news/2165355516?lang=&edition=fundamental","pubTime":"2021-09-07 19:42","market":"us","language":"en","title":"3 E-Commerce Stocks to Buy in September","url":"https://stock-news.laohu8.com/highlight/detail?id=2165355516","media":"Motley Fool","summary":"With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.","content":"<blockquote>\n <b>With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Amazon stock has flatlined for a year despite booming results.</li>\n <li>Sea Limited looks virtually unstoppable as it enters new markets.</li>\n <li>JD.com could be a net beneficiary of new regulations in China.</li>\n</ul>\n<p>The pandemic definitely benefited e-commerce companies, but the digitization of retail sales was already a long-term trend. With many e-commerce stocks soaring in 2020, many have been also-rans in 2021 as the market has generally turned to reopening and cyclical stocks.</p>\n<p>However, after some malaise, e-commerce stocks could be in for another good period this fall. Unfortunately, some of that is due to the delta variant, which is more contagious and leading to more breakthrough cases of COVID-19. But some of it is also due to new habits developed during the pandemic, and stepped-up capabilities of e-commerce players more broadly.</p>\n<p>In that light, here are three e-commerce stocks that look like great buys heading into the end of the year.</p>\n<p><b>Amazon</b></p>\n<p>Although it outperformed handily in the opening months of the pandemic, over the past 12 months,<b>Amazon</b>'s (NASDAQ:AMZN) stock has badly lagged the<b>S&amp;P 500</b>, to the tune of about 30 percentage points!</p>\n<p><img src=\"https://static.tigerbbs.com/04908d6a13b97943d11d9e5bf9141531\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"></p>\n<p>AMZN 1 year total returns (daily) data by YCharts.</p>\n<p>That's a long period for the world's largest e-commerce company to underperform, especially since its operating results have generally been solid. Yet while many investors might be used to analyzing Amazon in relation to its main e-commerce segment, which accounts for a majority of sales, it also has some key high-profit segments that benefit from the economic reopening.</p>\n<p>In fact, two of its highest-margin segments, Amazon Web Services (AWS) and digital advertising, should do better as the economy reopens and businesses buy more cloud services and ads. In fact, while e-commerce sales decelerated last quarter, those two segments accelerated. AWS was up 37%, accelerating from 29% in the year-ago quarter, while the company's \"other\" category, which is mostly digital ads, accelerated 83%, up from 41% growth a year ago.</p>\n<p>Though accounting for just 13% of sales, AWS generated over half of Amazon's operating profit last quarter.&nbsp;Digital ads are likely high-profit, too, though management doesn't disclose that segment's stand-alone margins. In fact, these two segments, if they continue their strong performance, could almost account for all of Amazon's current valuation, meaning investors are practically getting the core e-commerce business for free.</p>\n<p>But of course, investors shouldn't discount the core e-commerce business, either, which should become even more efficient. In August, Amazon completed its new state-of-the-art Amazon Air Hub at the Cincinnati/Northern Kentucky International Airport, which will serve as a high-throughput hub for its national delivery network. Operations just started after four years of planning and construction, so the company looks poised to benefit from even faster and more efficient delivery, which could help sales and profitability.</p>\n<p>In any case, Amazon's stock usually doesn't stay dormant for that long. Now may be a good time to add to or reenter this long-term winner.</p>\n<p><b>Sea Limited</b></p>\n<p>In contrast to Amazon, the stock of Singapore's<b>Sea Limited</b> (NYSE:SE) has been positively booming. After nearly quintupling in 2020, the stock has gone up another 77% in 2021, just for good measure.</p>\n<p>However, just because the stock has been on a huge tear doesn't mean you've missed out on further gains. The company's big success in 2020 could be due to the rapid adoption of e-commerce in Sea's home markets of Southeast Asia, where the internet and e-commerce have been much less developed than in the U.S or China prior to the pandemic.</p>\n<p>But it wasn't just a \"right time, right place\" phenomenon; Sea has figured out how to beat established competitors to become the leading e-commerce platform across the region, despite being a late entrant. It has the added benefit of its highly profitable video game division called Garena, anchored by the massive hit<i>Free Fire</i>. Not only does the gaming division give the company the cash flow needed to invest in its money-losing but hypergrowth Shopee e-commerce platform, but the popularity of<i>Free Fire</i> also gives Shopee a quick and efficient way to acquire customers.</p>\n<p>With<i>Free Fire</i>the highest-grossing mobile game not only in Southeast Asia but also Latin America and India, Sea is now launching Shopee in those regions as well, which likely explains the further gains this year. It first landed in Latin America in Brazil in 2019, but reached a milestone of becoming the most-downloaded app in the shopping category in the country last quarter, and also garnering the most time spent on its app. Shopee was second in terms of monthly users.</p>\n<p>In addition to further landfalls in Chile, Colombia, and Mexico this year, Shopee also looks to be setting up operations in India. The country already has established e-commerce companies, but with 1.3 billion people, it has lots of market growth there for the taking. I wouldn't be surprised to see Shopee succeed over the long term in Latin America and India, even if it has to settle for a strong second place to the first-movers there. Both new markets appear big enough to power Sea to a $1 trillion market cap over the long run, should management continue to execute the way it has in the past.</p>\n<p><b>JD.com</b></p>\n<p>Finally, for those looking to go bargain-hunting,<b>JD.com</b> (NASDAQ:JD), like many Chinese stocks, is down significantly from its highs. The Communist Party's ongoing crackdown on China's tech sector has caused widespread selling across large tech names since the spring.</p>\n<p>While the speed and ferocity of the new regulations have caused some investors to panic, new regulations could in fact help some companies more than it hurts. One such company is e-commerce giant JD.com, which, despite a recent bounce, is still down more than 25% off its all-time high set back in February.</p>\n<p>Why might JD.com be a net beneficiary of new regulations? Mainly because new regulations are more likely to hurt its competitors, so JD could be a relative winner in the minds of Chinese consumers. For instance, in April, rival<b>Alibaba</b>was fined $2.8 billion for violating anti-monopoly regulations regarding the practice of \"pick <a href=\"https://laohu8.com/S/AONE.U\">one</a> of two,\" in which Alibaba would force brands into exclusivity contracts for access to its platform. With the practice now forbidden, JD can have access to certain brands it couldn't before.</p>\n<p>In their new draft rules, regulators also sought to limit or forbid the use of aggressive subsidies, or pricing items below cost in order to drive engagement and traffic. That's been a tactic of group-buying upstart<b>Pinduoduo</b>, whose meteoric rise to become a top e-commerce platform was at least partly due to generous subsidies.</p>\n<p>JD is by no means immune from regulations; in fact, in response to concerns over delivery workers' wages and rights, it just formed a union last week. However, the company has always had its own delivery infrastructure and in-house delivery employees. That has been more expensive relative to other e-commerce platforms that offload delivery to third parties. But now that exclusivity and cost subsidies are to be taken away, speedy, efficient delivery could be a main differentiator. Given its heavy past investments at the expense of profits, JD may now be in a better position than rivals.</p>\n<p>One point of evidence is that while Alibaba missed revenue expectations last quarter, JD handily beat its analysts' expectations on both the top and bottom lines, showing little impact from Beijing's crackdown. ARK Investments' Cathie Wood has been buying the stock for her portfolio after mostly exiting Chinese stocks earlier this year. That could be a sign investors are starting to decipher winners and losers in the future Chinese regulatory regime. JD looks to be the former.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 E-Commerce Stocks to Buy in September</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 E-Commerce Stocks to Buy in September\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 19:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/07/3-e-commerce-stocks-to-buy-in-september/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.\n\nKey Points\n\nAmazon stock has flatlined for a year despite booming results.\nSea Limited looks virtually ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/07/3-e-commerce-stocks-to-buy-in-september/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","09618":"京东集团-SW","AMZN":"亚马逊","QNETCN":"纳斯达克中美互联网老虎指数","SE":"Sea Ltd","JD":"京东","BABA":"阿里巴巴"},"source_url":"https://www.fool.com/investing/2021/09/07/3-e-commerce-stocks-to-buy-in-september/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165355516","content_text":"With the delta variant raging and cold weather upon us, e-commerce stocks could take off again.\n\nKey Points\n\nAmazon stock has flatlined for a year despite booming results.\nSea Limited looks virtually unstoppable as it enters new markets.\nJD.com could be a net beneficiary of new regulations in China.\n\nThe pandemic definitely benefited e-commerce companies, but the digitization of retail sales was already a long-term trend. With many e-commerce stocks soaring in 2020, many have been also-rans in 2021 as the market has generally turned to reopening and cyclical stocks.\nHowever, after some malaise, e-commerce stocks could be in for another good period this fall. Unfortunately, some of that is due to the delta variant, which is more contagious and leading to more breakthrough cases of COVID-19. But some of it is also due to new habits developed during the pandemic, and stepped-up capabilities of e-commerce players more broadly.\nIn that light, here are three e-commerce stocks that look like great buys heading into the end of the year.\nAmazon\nAlthough it outperformed handily in the opening months of the pandemic, over the past 12 months,Amazon's (NASDAQ:AMZN) stock has badly lagged theS&P 500, to the tune of about 30 percentage points!\n\nAMZN 1 year total returns (daily) data by YCharts.\nThat's a long period for the world's largest e-commerce company to underperform, especially since its operating results have generally been solid. Yet while many investors might be used to analyzing Amazon in relation to its main e-commerce segment, which accounts for a majority of sales, it also has some key high-profit segments that benefit from the economic reopening.\nIn fact, two of its highest-margin segments, Amazon Web Services (AWS) and digital advertising, should do better as the economy reopens and businesses buy more cloud services and ads. In fact, while e-commerce sales decelerated last quarter, those two segments accelerated. AWS was up 37%, accelerating from 29% in the year-ago quarter, while the company's \"other\" category, which is mostly digital ads, accelerated 83%, up from 41% growth a year ago.\nThough accounting for just 13% of sales, AWS generated over half of Amazon's operating profit last quarter. Digital ads are likely high-profit, too, though management doesn't disclose that segment's stand-alone margins. In fact, these two segments, if they continue their strong performance, could almost account for all of Amazon's current valuation, meaning investors are practically getting the core e-commerce business for free.\nBut of course, investors shouldn't discount the core e-commerce business, either, which should become even more efficient. In August, Amazon completed its new state-of-the-art Amazon Air Hub at the Cincinnati/Northern Kentucky International Airport, which will serve as a high-throughput hub for its national delivery network. Operations just started after four years of planning and construction, so the company looks poised to benefit from even faster and more efficient delivery, which could help sales and profitability.\nIn any case, Amazon's stock usually doesn't stay dormant for that long. Now may be a good time to add to or reenter this long-term winner.\nSea Limited\nIn contrast to Amazon, the stock of Singapore'sSea Limited (NYSE:SE) has been positively booming. After nearly quintupling in 2020, the stock has gone up another 77% in 2021, just for good measure.\nHowever, just because the stock has been on a huge tear doesn't mean you've missed out on further gains. The company's big success in 2020 could be due to the rapid adoption of e-commerce in Sea's home markets of Southeast Asia, where the internet and e-commerce have been much less developed than in the U.S or China prior to the pandemic.\nBut it wasn't just a \"right time, right place\" phenomenon; Sea has figured out how to beat established competitors to become the leading e-commerce platform across the region, despite being a late entrant. It has the added benefit of its highly profitable video game division called Garena, anchored by the massive hitFree Fire. Not only does the gaming division give the company the cash flow needed to invest in its money-losing but hypergrowth Shopee e-commerce platform, but the popularity ofFree Fire also gives Shopee a quick and efficient way to acquire customers.\nWithFree Firethe highest-grossing mobile game not only in Southeast Asia but also Latin America and India, Sea is now launching Shopee in those regions as well, which likely explains the further gains this year. It first landed in Latin America in Brazil in 2019, but reached a milestone of becoming the most-downloaded app in the shopping category in the country last quarter, and also garnering the most time spent on its app. Shopee was second in terms of monthly users.\nIn addition to further landfalls in Chile, Colombia, and Mexico this year, Shopee also looks to be setting up operations in India. The country already has established e-commerce companies, but with 1.3 billion people, it has lots of market growth there for the taking. I wouldn't be surprised to see Shopee succeed over the long term in Latin America and India, even if it has to settle for a strong second place to the first-movers there. Both new markets appear big enough to power Sea to a $1 trillion market cap over the long run, should management continue to execute the way it has in the past.\nJD.com\nFinally, for those looking to go bargain-hunting,JD.com (NASDAQ:JD), like many Chinese stocks, is down significantly from its highs. The Communist Party's ongoing crackdown on China's tech sector has caused widespread selling across large tech names since the spring.\nWhile the speed and ferocity of the new regulations have caused some investors to panic, new regulations could in fact help some companies more than it hurts. One such company is e-commerce giant JD.com, which, despite a recent bounce, is still down more than 25% off its all-time high set back in February.\nWhy might JD.com be a net beneficiary of new regulations? Mainly because new regulations are more likely to hurt its competitors, so JD could be a relative winner in the minds of Chinese consumers. For instance, in April, rivalAlibabawas fined $2.8 billion for violating anti-monopoly regulations regarding the practice of \"pick one of two,\" in which Alibaba would force brands into exclusivity contracts for access to its platform. With the practice now forbidden, JD can have access to certain brands it couldn't before.\nIn their new draft rules, regulators also sought to limit or forbid the use of aggressive subsidies, or pricing items below cost in order to drive engagement and traffic. That's been a tactic of group-buying upstartPinduoduo, whose meteoric rise to become a top e-commerce platform was at least partly due to generous subsidies.\nJD is by no means immune from regulations; in fact, in response to concerns over delivery workers' wages and rights, it just formed a union last week. However, the company has always had its own delivery infrastructure and in-house delivery employees. That has been more expensive relative to other e-commerce platforms that offload delivery to third parties. But now that exclusivity and cost subsidies are to be taken away, speedy, efficient delivery could be a main differentiator. Given its heavy past investments at the expense of profits, JD may now be in a better position than rivals.\nOne point of evidence is that while Alibaba missed revenue expectations last quarter, JD handily beat its analysts' expectations on both the top and bottom lines, showing little impact from Beijing's crackdown. ARK Investments' Cathie Wood has been buying the stock for her portfolio after mostly exiting Chinese stocks earlier this year. That could be a sign investors are starting to decipher winners and losers in the future Chinese regulatory regime. JD looks to be the former.","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813079448,"gmtCreate":1630116848284,"gmtModify":1676530228779,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"I have realized some profit at 25.5","listText":"I have realized some profit at 25.5","text":"I have realized some profit at 25.5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813079448","repostId":"1113000704","repostType":2,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810934237,"gmtCreate":1629938692029,"gmtModify":1676530176894,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Nasdaq I let go at 370. Might come in again September&nbsp;","listText":"Nasdaq I let go at 370. Might come in again September&nbsp;","text":"Nasdaq I let go at 370. Might come in again September","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810934237","repostId":"1197778368","repostType":4,"repost":{"id":"1197778368","pubTimestamp":1629932731,"share":"https://ttm.financial/m/news/1197778368?lang=&edition=fundamental","pubTime":"2021-08-26 07:05","market":"us","language":"en","title":"S&P 500, Nasdaq notch all-time closing highs ahead of Jackson Hole","url":"https://stock-news.laohu8.com/highlight/detail?id=1197778368","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street gained ground again on Wednesday, with chipmakers and financials he","content":"<p>NEW YORK (Reuters) - Wall Street gained ground again on Wednesday, with chipmakers and financials helping to push the S&amp;P 500 and the Nasdaq to record closing highs as investors look to the upcoming Jackson Hole Symposium for assurances that Federal Reserve’s timeline for policy tightening remains intact.</p>\n<p>With few negative catalysts to sour the risk-on sentiment, all three major U.S. indexes ended the session modestly higher.</p>\n<p>“Positive news on vaccination approvals, and expectations that the Fed won’t shock markets at Jackson Hole, are helping to keep equity prices higher,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York, who added “it’s a very quiet market as many investors are sitting on the beach this week.”</p>\n<p>Rising U.S. Treasury yields boosted rate sensitive financials, and sectors that stand to gain most from economic revival - smallcaps, chips and transports - were outperforming the broader market.</p>\n<p>Days after the Food and Drug Administration gave full approval to the Pfizer-BioNTech COVID-19 vaccine, companies and institutions are moving toward either mandated inoculation, or penalization for those who forego the shot.</p>\n<p>The Pentagon and Delta Air Lines are the latest to enact such measures, with Ford Motor Co and others potentially following suit.</p>\n<p>For an interactive graphic on global vaccine deployment and new infection rates, click here.</p>\n<p>The session marked the S&amp;P 500’s 51st record high close so far this year.</p>\n<p>Analysts polled by Reuters, however, see the stock market staying rangebound for the remainder of 2021, with the S&amp;P 500 ending the year little changed as the pandemic recovery, along with corporate earnings growth, lose steam.</p>\n<p>“Following a long run, equity indexes have cooled off as the next engine of growth is unclear,” Carter at Lenox Wealth Advisors added. “Fiscal and monetary stimulus may have lost their oomph to push markets higher still.”</p>\n<p>Tame economic data, including flat new orders for core capital goods, reinforced the notion that Fed Chairman Jerome Powell is unlikely to hint at a shortened timeline for policy tightening at the virtual Jackson Hole Symposium, due to get underway on Friday.</p>\n<p>“(The) expectation is that Fed won’t scare markets, and will announce only a cautious tapering,” Carter said.</p>\n<p>The Dow Jones Industrial Average rose 39.24 points, or 0.11%, to 35,405.5, the S&amp;P 500 gained 9.96 points, or 0.22%, to 4,496.19 and the Nasdaq Composite added 22.06 points, or 0.15%, to 15,041.86.</p>\n<p>Financials were the clear winners among 11 major sectors in the S&amp;P 500, gaining more than 1%. Healthcare stocks suffered the largest percentage decline.</p>\n<p>Chipmakers Nvidia Corp and Applied Materials rose 1.9% and 1.2%, respectively, and along with mega-cap growth stocks Alphabet Inc, Tesla Inc and Facebook Inc, provided the biggest boost to the Nasdaq.</p>\n<p>Nordstrom Inc tumbled 17.6% after the department store operator posted a 6% decline in quarterly revenue from pre-pandemic levels.</p>\n<p>Dick’s Sporting Goods Inc announced a special dividend and raised its annual sales and profit forecast, sending its shares surging 13.3%.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.31-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 63 new 52-week highs and one new low; the Nasdaq Composite recorded 125 new highs and 33 new lows.</p>\n<p>Volume on U.S. exchanges was 8.29 billion shares, compared with the 9.00 billion average over the last 20 trading days.</p>","source":"lsy1601381805984","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>S&P 500, Nasdaq notch all-time closing highs ahead of Jackson Hole</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Nasdaq notch all-time closing highs ahead of Jackson Hole\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 07:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-stocks/sp-500-nasdaq-notch-all-time-closing-highs-ahead-of-jackson-hole-idUSKBN2FQ0Y4><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK (Reuters) - Wall Street gained ground again on Wednesday, with chipmakers and financials helping to push the S&P 500 and the Nasdaq to record closing highs as investors look to the upcoming ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-nasdaq-notch-all-time-closing-highs-ahead-of-jackson-hole-idUSKBN2FQ0Y4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","JWN":"诺德斯特龙",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/us-usa-stocks/sp-500-nasdaq-notch-all-time-closing-highs-ahead-of-jackson-hole-idUSKBN2FQ0Y4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197778368","content_text":"NEW YORK (Reuters) - Wall Street gained ground again on Wednesday, with chipmakers and financials helping to push the S&P 500 and the Nasdaq to record closing highs as investors look to the upcoming Jackson Hole Symposium for assurances that Federal Reserve’s timeline for policy tightening remains intact.\nWith few negative catalysts to sour the risk-on sentiment, all three major U.S. indexes ended the session modestly higher.\n“Positive news on vaccination approvals, and expectations that the Fed won’t shock markets at Jackson Hole, are helping to keep equity prices higher,” said David Carter, chief investment officer at Lenox Wealth Advisors in New York, who added “it’s a very quiet market as many investors are sitting on the beach this week.”\nRising U.S. Treasury yields boosted rate sensitive financials, and sectors that stand to gain most from economic revival - smallcaps, chips and transports - were outperforming the broader market.\nDays after the Food and Drug Administration gave full approval to the Pfizer-BioNTech COVID-19 vaccine, companies and institutions are moving toward either mandated inoculation, or penalization for those who forego the shot.\nThe Pentagon and Delta Air Lines are the latest to enact such measures, with Ford Motor Co and others potentially following suit.\nFor an interactive graphic on global vaccine deployment and new infection rates, click here.\nThe session marked the S&P 500’s 51st record high close so far this year.\nAnalysts polled by Reuters, however, see the stock market staying rangebound for the remainder of 2021, with the S&P 500 ending the year little changed as the pandemic recovery, along with corporate earnings growth, lose steam.\n“Following a long run, equity indexes have cooled off as the next engine of growth is unclear,” Carter at Lenox Wealth Advisors added. “Fiscal and monetary stimulus may have lost their oomph to push markets higher still.”\nTame economic data, including flat new orders for core capital goods, reinforced the notion that Fed Chairman Jerome Powell is unlikely to hint at a shortened timeline for policy tightening at the virtual Jackson Hole Symposium, due to get underway on Friday.\n“(The) expectation is that Fed won’t scare markets, and will announce only a cautious tapering,” Carter said.\nThe Dow Jones Industrial Average rose 39.24 points, or 0.11%, to 35,405.5, the S&P 500 gained 9.96 points, or 0.22%, to 4,496.19 and the Nasdaq Composite added 22.06 points, or 0.15%, to 15,041.86.\nFinancials were the clear winners among 11 major sectors in the S&P 500, gaining more than 1%. Healthcare stocks suffered the largest percentage decline.\nChipmakers Nvidia Corp and Applied Materials rose 1.9% and 1.2%, respectively, and along with mega-cap growth stocks Alphabet Inc, Tesla Inc and Facebook Inc, provided the biggest boost to the Nasdaq.\nNordstrom Inc tumbled 17.6% after the department store operator posted a 6% decline in quarterly revenue from pre-pandemic levels.\nDick’s Sporting Goods Inc announced a special dividend and raised its annual sales and profit forecast, sending its shares surging 13.3%.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.49-to-1 ratio; on Nasdaq, a 1.31-to-1 ratio favored advancers.\nThe S&P 500 posted 63 new 52-week highs and one new low; the Nasdaq Composite recorded 125 new highs and 33 new lows.\nVolume on U.S. exchanges was 8.29 billion shares, compared with the 9.00 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155182827,"gmtCreate":1625388441669,"gmtModify":1703741171172,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Roll up more..&nbsp;","listText":"Roll up more..&nbsp;","text":"Roll up more..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155182827","repostId":"1189605893","repostType":4,"repost":{"id":"1189605893","pubTimestamp":1625363433,"share":"https://ttm.financial/m/news/1189605893?lang=&edition=fundamental","pubTime":"2021-07-04 09:50","market":"us","language":"en","title":"When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189605893","media":"Barron's","summary":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—m","content":"<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.</p>\n<p>Owning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.</p>\n<p>Together, the five companies account for almost 22% of theS&amp;P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&amp;T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&amp;P 500 last year at about 7%, higher than IBM’s in its heyday.</p>\n<p>There are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&amp;P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.</p>\n<p><b>When Less May Be More</b></p>\n<p>These funds are more diversified than the S&amp;P 500, and could be more resilient if the tech megacaps stumble.</p>\n<p><img src=\"https://static.tigerbbs.com/d308adf067ef3205da5f7c1bddb75e77\" tg-width=\"697\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&amp;P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&amp;P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.</p>\n<p>A global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.</p>\n<p>With the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.</p>\n<p>It isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.</p>\n<p>High active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.</p>\n<p><i>Barron’s</i>looked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.</p>\n<p><b>A Concentrated Approach</b></p>\n<p>The Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.</p>\n<p>The past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”</p>\n<p>The tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.</p>\n<p>Many of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”</p>\n<p><b>Underappreciated Growth</b></p>\n<p>The $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.</p>\n<p>That underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.</p>\n<p>The fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.</p>\n<p>About 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).</p>\n<p><b>Lean Profit Machines</b></p>\n<p>The $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.</p>\n<p>Schoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&amp;P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.</p>\n<p>Lately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.</p>\n<p>While offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.</p>\n<p><img src=\"https://static.tigerbbs.com/81aeb359e30f7394a363f00feb8ce0cf\" tg-width=\"707\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Insurance is another area that Schoenstein has been adding to, with companies like Marsh &amp; McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.</p>\n<p>Another recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”</p>\n<p><b>Multiple Managers</b></p>\n<p>Unlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.</p>\n<p>But the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.</p>\n<p>Managers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.</p>\n<p>“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”</p>\n<p><b>Growth on the Cheap</b></p>\n<p>The $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.</p>\n<p>The fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.</p>\n<p>Instead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.</p>\n<p>Also attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.</p>\n<p>Another recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”</p>","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>When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.</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\">\nWhen Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a...</p>\n\n<a href=\"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189605893","content_text":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.\nOwning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.\nTogether, the five companies account for almost 22% of theS&P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&P 500 last year at about 7%, higher than IBM’s in its heyday.\nThere are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.\nWhen Less May Be More\nThese funds are more diversified than the S&P 500, and could be more resilient if the tech megacaps stumble.\n\nInvestors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.\nA global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.\nWith the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.\nIt isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.\nHigh active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.\nBarron’slooked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.\nA Concentrated Approach\nThe Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.\nThe past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”\nThe tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.\nMany of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”\nUnderappreciated Growth\nThe $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.\nThat underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.\nThe fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.\nAbout 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).\nLean Profit Machines\nThe $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.\nSchoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.\nLately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.\nWhile offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.\n\nInsurance is another area that Schoenstein has been adding to, with companies like Marsh & McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.\nAnother recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”\nMultiple Managers\nUnlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.\nBut the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.\nManagers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.\n“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”\nGrowth on the Cheap\nThe $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.\nThe fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.\nInstead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.\nAlso attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.\nAnother recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888086426,"gmtCreate":1631413635665,"gmtModify":1676530543325,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Look at retail market, gaming, clouding services link to those stocks in&nbsp;up trend&nbsp;","listText":"Look at retail market, gaming, clouding services link to those stocks in&nbsp;up trend&nbsp;","text":"Look at retail market, gaming, clouding services link to those stocks in up trend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/888086426","repostId":"2166378110","repostType":2,"repost":{"id":"2166378110","pubTimestamp":1631277420,"share":"https://ttm.financial/m/news/2166378110?lang=&edition=fundamental","pubTime":"2021-09-10 20:37","market":"us","language":"en","title":"These 2 Meme Stocks Have Legitimate Long-Term Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2166378110","media":"Motley Fool","summary":"Both of these stocks are expensive but growing quickly.","content":"<blockquote>\n <b>Both of these stocks are expensive but growing quickly.</b>\n</blockquote>\n<p><b>Key Points</b></p>\n<ul>\n <li>Meme stocks have preoccupied the market in 2021.</li>\n <li>Palantir is a meme stock that offers data insights to large organizations.</li>\n <li>Upstart Holdings is a meme stock trying to disrupt the consumer lending market.</li>\n</ul>\n<p>Meme stocks have taken over the market in 2021. Described loosely as stocks with high short interest and/or gamma squeeze potential that become popular on social platforms like <b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b> and Reddit, meme stocks are a whole new classification of stocks for investors to follow.</p>\n<p>While most meme stocks are downward-trending businesses trading at absurd valuations (like <b>Gamestop</b> and <b>AMC Entertainment</b>), a select few are actually strong companies that could be much larger five to 10 years from now.</p>\n<p><b>Palantir</b> (NYSE:PLTR) and <b>Upstart Holdings</b> (NASDAQ:UPST) are two meme stocks with legitimate long-term upside. Here's why.</p>\n<p><img src=\"https://static.tigerbbs.com/9ee296c9d186c559f34f497acff8cf02\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>1. Palantir</h3>\n<p>Palantir is a software company that helps government agencies (mostly in the U.S.) and companies organize data to make informed decisions. This is a broad mandate but can be very useful for large organizations that have so many data points coming in daily. It only has 169 customers as of the end of the second quarter, but these customers are spending millions with Palantir each year.</p>\n<p>In the second quarter, total revenue grew 49% year over year to $376 million, with U.S. commercial revenue up 90% from 2020. Palantir closed 62 deals of $1 million or higher, including 21 deals north of $10 million. Clearly, organizations are finding value with the Palantir platform. Palantir is also profitable, with $233 million in adjusted operating income in the first half of this year. Investors have a lot of visibility into Palantir's future quarters, with total future deal value increasing 63% through the first half of 2021 to $3.4 billion.</p>\n<p>Palantir stock is expensive, with a market cap of $52 billion versus only $1.3 billion in revenue over the past 12 months. However, if you believe that most large organizations across the globe will use Palantir's data insights, while also factoring in the high amount of future revenue already booked, Palantir's revenue and profits could be much higher a few years from now. This makes the stock a lot smarter to own than other meme stocks.</p>\n<h3>2. Upstart Holdings</h3>\n<p>Upstart, like Palantir, is an artificial intelligence (AI)-focused company. But instead of serving large organizations, it is focused on the consumer lending market. The company has invented a better way to price loan default risk with consumers than traditional credit scores. It then partners with banks as a digital layer between them and the consumer, helping banks improve loss ratios and consumers get more fair access to loans. Upstart takes on minimal lending risks itself.</p>\n<p>So far, Upstart's loan technology seems to be catching on extremely quickly. In the second quarter, total revenue grew 1,018% to $194 million, which shows how much banks are starting to use Upstart's lending algorithm. Upstart's bank partners originated 287,000 loans in the quarter, up 1,605% year over year. Even while growing this quickly, Upstart has been able to stay profitable, with $36.3 million in operating income last quarter. Upstart is also pushing heavily into auto loans with its acquisition of Prodigy. Auto loans are a $635 billion market, giving Upstart a long runway to grow if it can gain traction within the industry.</p>\n<p>Management is guiding for $750 million in revenue this fiscal year. With a market cap of $19.2 billion, that gives the stock a forward price-to-sales (P/S) ratio of 25.6. This is extremely expensive, but as with Palantir, if you believe Upstart can keep up this high rate of growth, this P/S could come down quickly within the next five years. And given the fact that Upstart is already profitable while growing its revenue so quickly, that indicates it can have strong profit margins once its business matures. That makes it a meme stock with real long-term business prospects.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 2 Meme Stocks Have Legitimate Long-Term Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 2 Meme Stocks Have Legitimate Long-Term Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 20:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/10/these-meme-stocks-have-legitimate-long-term-upside/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Both of these stocks are expensive but growing quickly.\n\nKey Points\n\nMeme stocks have preoccupied the market in 2021.\nPalantir is a meme stock that offers data insights to large organizations.\nUpstart...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/10/these-meme-stocks-have-legitimate-long-term-upside/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","UPST":"Upstart Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/09/10/these-meme-stocks-have-legitimate-long-term-upside/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166378110","content_text":"Both of these stocks are expensive but growing quickly.\n\nKey Points\n\nMeme stocks have preoccupied the market in 2021.\nPalantir is a meme stock that offers data insights to large organizations.\nUpstart Holdings is a meme stock trying to disrupt the consumer lending market.\n\nMeme stocks have taken over the market in 2021. Described loosely as stocks with high short interest and/or gamma squeeze potential that become popular on social platforms like Twitter and Reddit, meme stocks are a whole new classification of stocks for investors to follow.\nWhile most meme stocks are downward-trending businesses trading at absurd valuations (like Gamestop and AMC Entertainment), a select few are actually strong companies that could be much larger five to 10 years from now.\nPalantir (NYSE:PLTR) and Upstart Holdings (NASDAQ:UPST) are two meme stocks with legitimate long-term upside. Here's why.\n\nImage source: Getty Images.\n1. Palantir\nPalantir is a software company that helps government agencies (mostly in the U.S.) and companies organize data to make informed decisions. This is a broad mandate but can be very useful for large organizations that have so many data points coming in daily. It only has 169 customers as of the end of the second quarter, but these customers are spending millions with Palantir each year.\nIn the second quarter, total revenue grew 49% year over year to $376 million, with U.S. commercial revenue up 90% from 2020. Palantir closed 62 deals of $1 million or higher, including 21 deals north of $10 million. Clearly, organizations are finding value with the Palantir platform. Palantir is also profitable, with $233 million in adjusted operating income in the first half of this year. Investors have a lot of visibility into Palantir's future quarters, with total future deal value increasing 63% through the first half of 2021 to $3.4 billion.\nPalantir stock is expensive, with a market cap of $52 billion versus only $1.3 billion in revenue over the past 12 months. However, if you believe that most large organizations across the globe will use Palantir's data insights, while also factoring in the high amount of future revenue already booked, Palantir's revenue and profits could be much higher a few years from now. This makes the stock a lot smarter to own than other meme stocks.\n2. Upstart Holdings\nUpstart, like Palantir, is an artificial intelligence (AI)-focused company. But instead of serving large organizations, it is focused on the consumer lending market. The company has invented a better way to price loan default risk with consumers than traditional credit scores. It then partners with banks as a digital layer between them and the consumer, helping banks improve loss ratios and consumers get more fair access to loans. Upstart takes on minimal lending risks itself.\nSo far, Upstart's loan technology seems to be catching on extremely quickly. In the second quarter, total revenue grew 1,018% to $194 million, which shows how much banks are starting to use Upstart's lending algorithm. Upstart's bank partners originated 287,000 loans in the quarter, up 1,605% year over year. Even while growing this quickly, Upstart has been able to stay profitable, with $36.3 million in operating income last quarter. Upstart is also pushing heavily into auto loans with its acquisition of Prodigy. Auto loans are a $635 billion market, giving Upstart a long runway to grow if it can gain traction within the industry.\nManagement is guiding for $750 million in revenue this fiscal year. With a market cap of $19.2 billion, that gives the stock a forward price-to-sales (P/S) ratio of 25.6. This is extremely expensive, but as with Palantir, if you believe Upstart can keep up this high rate of growth, this P/S could come down quickly within the next five years. And given the fact that Upstart is already profitable while growing its revenue so quickly, that indicates it can have strong profit margins once its business matures. That makes it a meme stock with real long-term business prospects.","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881388558,"gmtCreate":1631293081874,"gmtModify":1676530523210,"author":{"id":"3578561972068295","authorId":"3578561972068295","name":"Eskay_Tew","avatar":"https://static.tigerbbs.com/c955d556458f3e647eb3cbf75c2f8f54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578561972068295","idStr":"3578561972068295"},"themes":[],"htmlText":"Wow.. I hope the next Tesla it is","listText":"Wow.. I hope the next Tesla it is","text":"Wow.. I hope the next Tesla it is","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881388558","repostId":"1169786564","repostType":2,"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}