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EricChai
2022-01-20
Wow. Nice
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EricChai
2022-01-10
Thanks for the info
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EricChai
2022-01-10
Thanks for the news
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Go to Tiger App to see more news
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One example is found with a list of Bill Gates stocks.</p><p>This article will examine three of our favorite names among the Bill & Melinda Gates Foundation. The portfolio holds just 21 common stocks.</p><p>In this article, we will examine three of our dividend-paying favorites in the portfolio.</p><p>They are:</p><ul><li><b>Microsoft</b>(NYSE:<b><u>MSFT</u></b>)</li><li><b>Walmart</b>(NYSE:<b><u>WMT</u></b>)</li><li><b>Waste Management</b>(NYSE:<b><u>WM</u></b>)</li></ul><p>Bill Gates Stocks: Microsoft (MSFT)</p><p>First up on our list of Bill Gates stocks is the company Gates used to lead, Microsoft, which also happens to be one of the largest companies in the world.</p><p>The company develops, manufactures, and sells software and hardware to businesses and consumers. Microsoft’s products include operating systems, business software, software development tools, cloud services and video games and gaming hardware. The $2.5 trillion company has annual revenues of $168 billion. Microsoft is the seventh largest holding in the Gates Foundation’s portfolio.</p><p>To reach a market capitalization of Microsoft’s size takes multiple competitive advantages to achieve.</p><p>Microsoft’s transition to cloud computing service during the middle of the previous decade has positioned the company as the top name in an expanding industry. Some estimates put the global cloud computing market size at $445 billion for 2021, but the size of the market could more than double by 2026.</p><p>The Covid-19 pandemic probably accelerated the move to cloud as business, schools, government, and other institutions and industries moved online over the last two years. Microsoft’s Azure has had extensive growth as customers seek out the company’s offerings. For context, Microsoft’s cloud business generated nearly $21 billion in revenue in its most recent quarter.</p><p>The company’s personal computing segment also remains a core business, but has expanded beyond just operating systems to include gaming, search, advertising, news and tablets. Microsoft’s Office 365 business has seen impressive growth rates once the product lineup moved to a software-as-a-service system, including a 23% improvement in revenue last quarter. This recurring revenue stream provides Microsoft with an abundance of cash to deploy for acquisitions, share repurchase or dividends.</p><p>Microsoft has one of the best balance sheets in the entire market. The company is one of just two that has a AAA credit rating, the highest credit rating available. Microsoft’s business has been so successful at generating cash that the company had nearly $130 billion of cash and short-term investments on its balance sheet against $50 billion of long-term debt.</p><p>Microsoft has used its abundance of free cash flow to provide 20 consecutive years of dividend growth. The dividend yield is just 0.8%, but the expected payout ratio for the current fiscal year is very low at 28%.</p><p>With strong growth rates, including an earnings-per-share CAGR of close to 27% over the past five fiscal years, and a leadership position in nearly all of its businesses, it is likely that Microsoft will continue to see excellent results as well as raise its dividend going forward.</p><p>Walmart (WMT)</p><p>The next among our Bill Gates stocks is Walmart, which is the largest retail chain in the world. The company opened its first discount store in 1945, but today has operations around the world.</p><p>Walmart has a market capitalization of more than $400 billion and generates annual revenue of $545 billion. Walmart checks in as the fifth largest position in the portfolio.</p><p>Like Microsoft, Walmart benefits from a massive presence in its industry. The company has close to 3,570 supercenters, 800 Neighborhood Markets and 600 Sam’s Clubs in the U.S. alone. Walmart also has a strong international presence as the company has another 6,100 stores spread over 25 different countries around the world.</p><p>It is estimated that Walmart sees 230 million customers each week around the world. This provides the company an extremely large customer base, something that very few, if any, other retailers can claim.</p><p>The reach of the company is one of the primary reasons that Walmart can keep its prices on everyday items low as merchants want access to the customer base. Another factor in keeping prices low is that Walmart’s distribution network reduces the cost of transporting goods to stores.</p><p>Walmart’s low prices are always attractive to consumers, especially under recessionary conditions when budgets become tighter. This helps to shield the company from declines in revenue and earnings-per-share even in the event of an economic downturn. The company’s performance during the Great Recession speaks to this as earnings-per-share grew high single-digits each year during the 2007 to 2009 time period.</p><p>The company also prospered during the worst of the Covid-19 pandemic as revenue climbed higher every quarter during calendar year 2020. Higher demand during the height of the pandemic wasn’t a one-off event either. The two-year stack rates for revenue growth are in the high single-digit to low double-digit range for each of the last four quarters. Comparable sales were up nearly 16% on a two-year stack basis in the most recent quarter. Top-line gains have been abundant over the medium-term as year-over-year revenue has shown improvement every quarter for the past five years.</p><p>Walmart’s most recent focus has been on building its e-commerce business, something that likely will provide meaningful lift to the business. E-commerce really took off in 2020, as sales through this channel were up 79% as consumers used online shopping to meet their needs during the pandemic. Again, this was far from a one-time event as e-commerce sales were higher by 8% in the third-quarter of fiscal year 2022, showing that this channel remains an important avenue for revenue growth.</p><p>Walmart’s successful execution of its business model over the years has enabled the company to grow its dividend for 48 consecutive years, putting the company just two years shy of reaching Dividend King status. The stock offers a market beating dividend yield of 1.6% that looks very safe due to the projected payout ratio of 34% for the year.</p><p>With a large footprint worldwide and a growing e-commerce business, Walmart should remain one of the leading retailers in the market place.</p><p>Bill Gates Stocks: Waste Management (WM)</p><p>Last on our list of Bill Gates stocks is Waste Management, a leading provider of waste management services. The company provides a wide range of services, including collection, transfer, disposal and recycling.</p><p>Waste Management produced revenue of $15 billion last year and is valued at $68 billion today. The stock is the second largest position in Gates Foundation’s portfolio.</p><p>Waste Management is the largest provider of waste services in North America. The company owns and operates close to 270 landfills, 348 transformation stations and 103 material recovery facilities.</p><p>In total, the company’s customer list numbers more than 21 million. There are just a few major names in the industry, giving Waste Management an edge on the competition just due to its size. This also provides the company the ability to increase prices while not risking the loss of its customer base.</p><p>Waste Management has also taken steps to augment its business by acquiring smaller companies. For example, the company purchased Advanced Disposal in late October 2020. The transaction enlarged Waste Management’s footprint as Advanced Disposal provides waste management and recycling services to approximately 3 million commercial, industrial, and residential customers in 16 states in the eastern portion of the country.</p><p>Acquisitions, combined with volume growth, led to a more than 20% increase in revenue in the most recent quarter. Earnings-per-share also grew significantly, providing further evidence that Waste Management has recovered from the pandemic.</p><p>The company has seen an impact from wage inflation in its business, but Waste Management is helping to nullify these pressures with price increases across most of its contracts.</p><p>Waste collection has proven to be a good business to be in even in a recession. The company saw relatively stable earnings results during the last recession. Covid-19 was a slight negative impact on results last year. However, Waste Management is expected to see a new high for earnings-per-share for 2021, speaking to the quality and resilient nature of the company’s business.</p><p>Waste Management has a solid dividend growth streak of its own, having raised distributions for the last 18 years. The stock’s yield comes in at 1.4%. Waste Management has a projected payout ratio for 2021 of 47%. The company’s leadership position in its industry coupled with strategic acquisitions should provide ongoing tailwinds to Waste Management’s business, likely leading to future dividend growth.</p><p>Final Thoughts</p><p>Looking at the holdings of well-known investors can provide the average investor with a list of quality companies to choose from.</p><p>Microsoft, Walmart, and Waste Management are three of the largest positions in the Gates Foundation’ portfolio. Each name is blessed with multiple competitive advantages that sets the companies apart from their respective peer group.</p><p>All three stocks have dividend-growth streaks of at least 18 years, which means each has increased its dividend through at least one recession and one Covid-19 impact year.</p><p>The yields for all three stocks are on the low side, but each business appears primed for continued strength, which will likely lead to continued dividend growth.</p></body></html>","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>3 Top Bill Gates Stocks for Dividend Growth Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Bill Gates Stocks for Dividend Growth Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 10:03 GMT+8 <a href=https://investorplace.com/2022/01/3-top-bill-gates-stocks-for-dividend-growth-investors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors looking for high-quality dividend growth stocks to buy for the long term can gain valuable insights by reviewing the holdings of successful investors. One example is found with a list of ...</p>\n\n<a href=\"https://investorplace.com/2022/01/3-top-bill-gates-stocks-for-dividend-growth-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WM":"美国废物管理","WMT":"沃尔玛","MSFT":"微软"},"source_url":"https://investorplace.com/2022/01/3-top-bill-gates-stocks-for-dividend-growth-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124862999","content_text":"Investors looking for high-quality dividend growth stocks to buy for the long term can gain valuable insights by reviewing the holdings of successful investors. One example is found with a list of Bill Gates stocks.This article will examine three of our favorite names among the Bill & Melinda Gates Foundation. The portfolio holds just 21 common stocks.In this article, we will examine three of our dividend-paying favorites in the portfolio.They are:Microsoft(NYSE:MSFT)Walmart(NYSE:WMT)Waste Management(NYSE:WM)Bill Gates Stocks: Microsoft (MSFT)First up on our list of Bill Gates stocks is the company Gates used to lead, Microsoft, which also happens to be one of the largest companies in the world.The company develops, manufactures, and sells software and hardware to businesses and consumers. Microsoft’s products include operating systems, business software, software development tools, cloud services and video games and gaming hardware. The $2.5 trillion company has annual revenues of $168 billion. Microsoft is the seventh largest holding in the Gates Foundation’s portfolio.To reach a market capitalization of Microsoft’s size takes multiple competitive advantages to achieve.Microsoft’s transition to cloud computing service during the middle of the previous decade has positioned the company as the top name in an expanding industry. Some estimates put the global cloud computing market size at $445 billion for 2021, but the size of the market could more than double by 2026.The Covid-19 pandemic probably accelerated the move to cloud as business, schools, government, and other institutions and industries moved online over the last two years. Microsoft’s Azure has had extensive growth as customers seek out the company’s offerings. For context, Microsoft’s cloud business generated nearly $21 billion in revenue in its most recent quarter.The company’s personal computing segment also remains a core business, but has expanded beyond just operating systems to include gaming, search, advertising, news and tablets. Microsoft’s Office 365 business has seen impressive growth rates once the product lineup moved to a software-as-a-service system, including a 23% improvement in revenue last quarter. This recurring revenue stream provides Microsoft with an abundance of cash to deploy for acquisitions, share repurchase or dividends.Microsoft has one of the best balance sheets in the entire market. The company is one of just two that has a AAA credit rating, the highest credit rating available. Microsoft’s business has been so successful at generating cash that the company had nearly $130 billion of cash and short-term investments on its balance sheet against $50 billion of long-term debt.Microsoft has used its abundance of free cash flow to provide 20 consecutive years of dividend growth. The dividend yield is just 0.8%, but the expected payout ratio for the current fiscal year is very low at 28%.With strong growth rates, including an earnings-per-share CAGR of close to 27% over the past five fiscal years, and a leadership position in nearly all of its businesses, it is likely that Microsoft will continue to see excellent results as well as raise its dividend going forward.Walmart (WMT)The next among our Bill Gates stocks is Walmart, which is the largest retail chain in the world. The company opened its first discount store in 1945, but today has operations around the world.Walmart has a market capitalization of more than $400 billion and generates annual revenue of $545 billion. Walmart checks in as the fifth largest position in the portfolio.Like Microsoft, Walmart benefits from a massive presence in its industry. The company has close to 3,570 supercenters, 800 Neighborhood Markets and 600 Sam’s Clubs in the U.S. alone. Walmart also has a strong international presence as the company has another 6,100 stores spread over 25 different countries around the world.It is estimated that Walmart sees 230 million customers each week around the world. This provides the company an extremely large customer base, something that very few, if any, other retailers can claim.The reach of the company is one of the primary reasons that Walmart can keep its prices on everyday items low as merchants want access to the customer base. Another factor in keeping prices low is that Walmart’s distribution network reduces the cost of transporting goods to stores.Walmart’s low prices are always attractive to consumers, especially under recessionary conditions when budgets become tighter. This helps to shield the company from declines in revenue and earnings-per-share even in the event of an economic downturn. The company’s performance during the Great Recession speaks to this as earnings-per-share grew high single-digits each year during the 2007 to 2009 time period.The company also prospered during the worst of the Covid-19 pandemic as revenue climbed higher every quarter during calendar year 2020. Higher demand during the height of the pandemic wasn’t a one-off event either. The two-year stack rates for revenue growth are in the high single-digit to low double-digit range for each of the last four quarters. Comparable sales were up nearly 16% on a two-year stack basis in the most recent quarter. Top-line gains have been abundant over the medium-term as year-over-year revenue has shown improvement every quarter for the past five years.Walmart’s most recent focus has been on building its e-commerce business, something that likely will provide meaningful lift to the business. E-commerce really took off in 2020, as sales through this channel were up 79% as consumers used online shopping to meet their needs during the pandemic. Again, this was far from a one-time event as e-commerce sales were higher by 8% in the third-quarter of fiscal year 2022, showing that this channel remains an important avenue for revenue growth.Walmart’s successful execution of its business model over the years has enabled the company to grow its dividend for 48 consecutive years, putting the company just two years shy of reaching Dividend King status. The stock offers a market beating dividend yield of 1.6% that looks very safe due to the projected payout ratio of 34% for the year.With a large footprint worldwide and a growing e-commerce business, Walmart should remain one of the leading retailers in the market place.Bill Gates Stocks: Waste Management (WM)Last on our list of Bill Gates stocks is Waste Management, a leading provider of waste management services. The company provides a wide range of services, including collection, transfer, disposal and recycling.Waste Management produced revenue of $15 billion last year and is valued at $68 billion today. The stock is the second largest position in Gates Foundation’s portfolio.Waste Management is the largest provider of waste services in North America. The company owns and operates close to 270 landfills, 348 transformation stations and 103 material recovery facilities.In total, the company’s customer list numbers more than 21 million. There are just a few major names in the industry, giving Waste Management an edge on the competition just due to its size. This also provides the company the ability to increase prices while not risking the loss of its customer base.Waste Management has also taken steps to augment its business by acquiring smaller companies. For example, the company purchased Advanced Disposal in late October 2020. The transaction enlarged Waste Management’s footprint as Advanced Disposal provides waste management and recycling services to approximately 3 million commercial, industrial, and residential customers in 16 states in the eastern portion of the country.Acquisitions, combined with volume growth, led to a more than 20% increase in revenue in the most recent quarter. Earnings-per-share also grew significantly, providing further evidence that Waste Management has recovered from the pandemic.The company has seen an impact from wage inflation in its business, but Waste Management is helping to nullify these pressures with price increases across most of its contracts.Waste collection has proven to be a good business to be in even in a recession. The company saw relatively stable earnings results during the last recession. Covid-19 was a slight negative impact on results last year. However, Waste Management is expected to see a new high for earnings-per-share for 2021, speaking to the quality and resilient nature of the company’s business.Waste Management has a solid dividend growth streak of its own, having raised distributions for the last 18 years. The stock’s yield comes in at 1.4%. Waste Management has a projected payout ratio for 2021 of 47%. The company’s leadership position in its industry coupled with strategic acquisitions should provide ongoing tailwinds to Waste Management’s business, likely leading to future dividend growth.Final ThoughtsLooking at the holdings of well-known investors can provide the average investor with a list of quality companies to choose from.Microsoft, Walmart, and Waste Management are three of the largest positions in the Gates Foundation’ portfolio. Each name is blessed with multiple competitive advantages that sets the companies apart from their respective peer group.All three stocks have dividend-growth streaks of at least 18 years, which means each has increased its dividend through at least one recession and one Covid-19 impact year.The yields for all three stocks are on the low side, but each business appears primed for continued strength, which will likely lead to continued dividend growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004454243,"gmtCreate":1642674691182,"gmtModify":1676533734268,"author":{"id":"3579341379419755","authorId":"3579341379419755","name":"EricChai","avatar":"https://static.tigerbbs.com/976df587bc49897d4ae311e16b263bd8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Wow. Nice","listText":"Wow. Nice","text":"Wow. Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004454243","repostId":"2204499054","repostType":4,"repost":{"id":"2204499054","pubTimestamp":1642667311,"share":"https://www.laohu8.com/m/news/2204499054?lang=&edition=full","pubTime":"2022-01-20 16:28","market":"us","language":"en","title":"Tesla earnings: News about the Cybertruck and new factories could set the tone for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2204499054","media":"MarketWatch","summary":"Elon Musk expected to return to the earnings call. Does that mean good news?The Tesla Cybertruck at ","content":"<html><head></head><body><p>Elon Musk expected to return to the earnings call. Does that mean good news?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85248f0e05cae6b5d19251bc686448bc\" tg-width=\"700\" tg-height=\"439\" width=\"100%\" height=\"auto\"/><span>The Tesla Cybertruck at its unveiling in November 2019. The electric pickup is a few years behind schedule.</span></p><p>Tesla Inc. is slated to report fourth-quarter earnings next Wednesday, with investors expecting a return of Chief Executive Elon Musk to the post-results call and bracing for what could be worrying news for the Cybertruck and supply-chain snags.</p><p>Musk told Wall Street last year he was unlikely to be on future Tesla earnings "unless there's something important I need to say," and he was not on the EV maker's third-quarter call in October</p><p>The CEO tweeted in late November he'd provide "an updated product road map" on the fourth-quarter call, prefacing that by calling 2021 the year of "a supply chain nightmare & it's not over!"</p><p>There have been reports the Cybertruck, an unconventional-looking electric pickup truck unveiled in 2019, has been delayed.</p><p>The truck, Tesla's first foray into an auto-body style U.S. residents have favored for decades, was expected to start production this year and reach volume production in early 2023, which already would be a few years behind schedule and several months later than electric pickup trucks by General Motors Co., Ford Motor Co., and many other OEMs as well as newcomers such as Rivian Automotive Inc..</p><p>Tesla surprised Wall Street earlier this month with record fourth-quarter sales, which surged nearly 90% from the same period in 2020.</p><p>"All signs point to another strong quarter for Tesla, which has put together an impressive streak of earnings beats (eight of the past nine quarters)," CFRA analysts Garrett Nelson said.</p><p>The record quarterly production and sales give Tesla a "significant bottom-line leverage given the high fixed cost nature of auto manufacturing," he said.</p><p>Focal points for earnings include Tesla's 2022 guidance, timelines for production ramp-ups at new factories going up in Texas and Germany, especially in the face of semiconductor shortages and supply-chain issues, and next steps in its long-term growth plan to increase annual production by a factor of 40 between 2020 and 2030, Nelson said.</p><p><b>Here's what to expect:</b></p><p><b>Earnings:</b> The FactSet consensus calls for Tesla to report adjusted per-share earnings of $2.25 for the quarter. That would compare with adjusted earnings of 80 cents a share in the fourth quarter of 2020.</p><p>Estimize, a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others, is expecting an adjusted profit of $2.53 a share for Tesla.</p><p><b>Revenue:</b> The analysts polled by FactSet are calling for sales of $17.0 billion for Tesla, which would compare with $10.7 billion in the fourth quarter of 2020. Estimize is expecting $17.4 billion in revenue for the quarter.</p><p><b>Stock price: </b>Tesla shares kept up with the broader index, gaining 20% in the past 12 months compared with gains of around 21% for the S&P 500 index.The stock has outperformed the index by a large margin in the past three months, however: a 17% advance compared with a 2% advance for the S&P.</p><p><b>What else to expect: </b>Investors will be keen on hearing Tesla's 2022 guidance, even if the EV maker has chosen to provide scant specifics in its guidance.</p><p>Even without that "direct guidance," Emmanuel Rosner at Deutsche Bank is expecting a "positive update" from Tesla on growth and margins potential for 2022, and "on cadence of new product and technology."</p><p>Other potential highlights for the quarter include timing of the production ramp-up for Tesla's new factories in the Austin, Texas, area, and in Germany, and details about its alternative-energy business, the status of its in-house battery production, and sales in China.</p><p>With the two new factories coming on line, "Tesla should theoretically have enough capacity to exceed" production estimates, Piper Sandler analyst Alexander Potter said in a recent note. "But China's 'zero COVID' policy could threaten operations in Shanghai, so we're trying to keep a level head, he said.</p><p>Analyst Matthew Portillo at Tudor Pickering and Holt said he'll be paying close attention to news around the Tesla Megapack, the large-scale storage system the company launched in 2019.</p><p>Tesla's solar products remain "challenged" due to cost of installation, but Megapack "continues to be a part of the portfolio that looks extremely interesting to us with utility-scale batteries being paramount to build-out of renewable capacity infrastructure globally," he said.</p><p>Demand for the product remains "very robust given the backlog of orders with earliest deliveries (late 2022) stretches out for almost a year," he said.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla earnings: News about the Cybertruck and new factories could set the tone for 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla earnings: News about the Cybertruck and new factories could set the tone for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 16:28 GMT+8 <a href=https://www.marketwatch.com/story/tesla-earnings-news-about-the-cybertruck-and-new-factories-could-set-the-tone-for-2022-11642618106?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk expected to return to the earnings call. Does that mean good news?The Tesla Cybertruck at its unveiling in November 2019. The electric pickup is a few years behind schedule.Tesla Inc. is ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-earnings-news-about-the-cybertruck-and-new-factories-could-set-the-tone-for-2022-11642618106?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-earnings-news-about-the-cybertruck-and-new-factories-could-set-the-tone-for-2022-11642618106?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204499054","content_text":"Elon Musk expected to return to the earnings call. Does that mean good news?The Tesla Cybertruck at its unveiling in November 2019. The electric pickup is a few years behind schedule.Tesla Inc. is slated to report fourth-quarter earnings next Wednesday, with investors expecting a return of Chief Executive Elon Musk to the post-results call and bracing for what could be worrying news for the Cybertruck and supply-chain snags.Musk told Wall Street last year he was unlikely to be on future Tesla earnings \"unless there's something important I need to say,\" and he was not on the EV maker's third-quarter call in OctoberThe CEO tweeted in late November he'd provide \"an updated product road map\" on the fourth-quarter call, prefacing that by calling 2021 the year of \"a supply chain nightmare & it's not over!\"There have been reports the Cybertruck, an unconventional-looking electric pickup truck unveiled in 2019, has been delayed.The truck, Tesla's first foray into an auto-body style U.S. residents have favored for decades, was expected to start production this year and reach volume production in early 2023, which already would be a few years behind schedule and several months later than electric pickup trucks by General Motors Co., Ford Motor Co., and many other OEMs as well as newcomers such as Rivian Automotive Inc..Tesla surprised Wall Street earlier this month with record fourth-quarter sales, which surged nearly 90% from the same period in 2020.\"All signs point to another strong quarter for Tesla, which has put together an impressive streak of earnings beats (eight of the past nine quarters),\" CFRA analysts Garrett Nelson said.The record quarterly production and sales give Tesla a \"significant bottom-line leverage given the high fixed cost nature of auto manufacturing,\" he said.Focal points for earnings include Tesla's 2022 guidance, timelines for production ramp-ups at new factories going up in Texas and Germany, especially in the face of semiconductor shortages and supply-chain issues, and next steps in its long-term growth plan to increase annual production by a factor of 40 between 2020 and 2030, Nelson said.Here's what to expect:Earnings: The FactSet consensus calls for Tesla to report adjusted per-share earnings of $2.25 for the quarter. That would compare with adjusted earnings of 80 cents a share in the fourth quarter of 2020.Estimize, a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others, is expecting an adjusted profit of $2.53 a share for Tesla.Revenue: The analysts polled by FactSet are calling for sales of $17.0 billion for Tesla, which would compare with $10.7 billion in the fourth quarter of 2020. Estimize is expecting $17.4 billion in revenue for the quarter.Stock price: Tesla shares kept up with the broader index, gaining 20% in the past 12 months compared with gains of around 21% for the S&P 500 index.The stock has outperformed the index by a large margin in the past three months, however: a 17% advance compared with a 2% advance for the S&P.What else to expect: Investors will be keen on hearing Tesla's 2022 guidance, even if the EV maker has chosen to provide scant specifics in its guidance.Even without that \"direct guidance,\" Emmanuel Rosner at Deutsche Bank is expecting a \"positive update\" from Tesla on growth and margins potential for 2022, and \"on cadence of new product and technology.\"Other potential highlights for the quarter include timing of the production ramp-up for Tesla's new factories in the Austin, Texas, area, and in Germany, and details about its alternative-energy business, the status of its in-house battery production, and sales in China.With the two new factories coming on line, \"Tesla should theoretically have enough capacity to exceed\" production estimates, Piper Sandler analyst Alexander Potter said in a recent note. \"But China's 'zero COVID' policy could threaten operations in Shanghai, so we're trying to keep a level head, he said.Analyst Matthew Portillo at Tudor Pickering and Holt said he'll be paying close attention to news around the Tesla Megapack, the large-scale storage system the company launched in 2019.Tesla's solar products remain \"challenged\" due to cost of installation, but Megapack \"continues to be a part of the portfolio that looks extremely interesting to us with utility-scale batteries being paramount to build-out of renewable capacity infrastructure globally,\" he said.Demand for the product remains \"very robust given the backlog of orders with earliest deliveries (late 2022) stretches out for almost a year,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006582172,"gmtCreate":1641784147506,"gmtModify":1676533647917,"author":{"id":"3579341379419755","authorId":"3579341379419755","name":"EricChai","avatar":"https://static.tigerbbs.com/976df587bc49897d4ae311e16b263bd8","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Thanks for the news","listText":"Thanks for the news","text":"Thanks for the news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006582172","repostId":"2202423102","repostType":4,"repost":{"id":"2202423102","pubTimestamp":1641780957,"share":"https://www.laohu8.com/m/news/2202423102?lang=&edition=full","pubTime":"2022-01-10 10:15","market":"us","language":"en","title":"3 Tech Stocks Down 37% to 60% to Buy for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2202423102","media":"Motley Fool","summary":"These solid companies are getting unfairly punished by the market. Savvy investors should take note.","content":"<html><head></head><body><p>A broad array of tech stocks have been sold off by the market over the last few months. Experienced investors know that this kind of market malaise is temporary. Stocks of strong-growing companies will bounce back as those companies continue to perform.</p><p>Given the market conditions, three longtime investors selected stocks that have taken it on the chin lately but are great buys for the coming year. They chose <b><a href=\"https://laohu8.com/S/HUBS\">HubSpot</a></b> (NYSE:HUBS), <b>Snap</b> (NASDAQ:SNAP), and <b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</b> (NASDAQ:ZM), which are off their highs from 37% to 60%.</p><h2>Caught in the wicked tech undertow</h2><p><b>Danny Vena (HubSpot):</b> It wasn't terribly long ago that investors were singing the praises of HubSpot, driving the software-as-a-service (SaaS) stock to a new all-time high. Now, just two months later, the company has suffered a reversal of fortune, with the stock down almost 40%. What changed during that time? In a word: nothing.</p><p>From an investing standpoint, HubSpot has continued to execute on its vision, with no company-specific news driving the decline. The company is expanding beyond its inbound marketing roots on its journey to becoming a full-service customer relationship management (CRM) platform.</p><p>That's not to say that HubSpot has abandoned the inbound marketing that it pioneered, changing the way advertisers attract potential customers. The company continues to focus on brand awareness and marketing automation, meeting customers where they are. This includes providing helpful content on social media, blogs, and events, developing effective content marketing, search engine optimization, and more.</p><p>However, HubSpot also continues to follow the playbook employed so effectively by <b><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com</b>, rapidly expanding its suite of services, which now includes marketing, sales, service support, content management, and operations solutions.</p><p>The company recently announced an important addition in its large and growing ecosystem, debuting the Operations Hub for Enterprise. Perhaps more illustrative of its future prospects was the introduction of HubSpot Payments, its proprietary, end-to-end, digital payment tool, which is integrated directly into the other tools on its platform. By providing a payments solution developed specifically for enterprise and serving the needs of business-to-business commerce, HubSpot has made its solution even stickier.</p><p>HubSpot's impressive growth rate continued last year. During the first nine months of 2021, revenue grew 48% year over year, with subscription revenue also climbing 48%. Growth accelerated in the third quarter to 53%, showing the resilience and enduring prospects of its business. Profits are still elusive as HubSpot chases market share, but the writing is on the wall, as free cash flow surged 275% compared to the prior-year period, illustrating the ability to leverage its platform.</p><p>The company's customer metrics are equally compelling. HubSpot grew its total customer base to 128,144, up 34% year over year, while the average subscription revenue per customer increased 9%. This is a drop in the bucket compared to its total addressable market (TAM) of more than 3 million small to medium-sized businesses with a website.</p><p>With each expansion into an adjacent business, HubSpot has gradually increased its TAM, which <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst now estimates at nearly $87 billion. Compared with its 2020 revenue of $883 million, the company currently addresses less than 1% of its market opportunity, leaving a vast runway for growth.</p><p>Recently, HubSpot has fallen victim to the undertow that has punished many high-growth and technology stocks, giving in-the-know investors the chance to buy this impressive growth at a 40% discount. Get shares while they're hot. This sale won't last long.</p><h2>At a lower price point, this social media stock should Snap back</h2><p><b>Will Healy</b> <b>(Snap): </b>Snap continues to drop after benefiting from a massive surge during the pandemic. The stock rallied more than tenfold between March 2020 and November 2021.</p><p>However, some red flags for Snap's future and a Q3 revenue miss led to a drop of nearly 50% since late September. Since <b>Apple</b>'s iOS update made tracking the success of ad campaigns more difficult, uncertainty about the stock increased. Also, revenue for Q3 was $1.067 billion, 57% higher than year-ago levels. Despite that huge increase, revenue came in about $32 million below consensus estimates.</p><p>However, the current price-to-sales ratio now stands at 18, its lowest level since the fall of 2020. While that may still seem high, Snap stock could justify that growth for two reasons. First, Snap appears positioned to maintain considerable growth rates. Analysts expect 60% revenue growth in 2021 though they also believe it will slow to 39% in 2022 with the iOS-related issues.</p><p>Second, Snap revived its business amid intense competition from sites operated by <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b> when it figured out how to monetize that platform. Thanks to these efforts, this has funded user growth and allowed it to enhance its vision of computing overlaid on its camera.</p><p>These efforts have revived its once-stagnant user growth. As of Q3, its daily active user count reached 306 million, growing more than 20% year over year for the fourth consecutive quarter.</p><p>Moreover, these efforts have positioned Snap stock to become a notable metaverse stock. So strong is its potential that Jefferies analyst Brent Thill argued in an interview with Yahoo! that Snap was "way ahead" of Facebook in the metaverse. Thill cited technology that allows users to create and manipulate virtual emoji characters when making that claim.</p><p>Still, Snap faces challenges. At a market cap of $69 billion, Snap remains a small fraction of Meta's $920 billion market cap. Also, the challenges with Apple remain a headwind. Nonetheless, with its considerable user and revenue growth, the stock can still command a premium. If investors increasingly see Snap as a metaverse play, its 18 P/S ratio could look like a buying opportunity.</p><h2><b>A stellar operator at a great price</b></h2><p><b>Brian Withers (Zoom): </b>Zoom's video communication platform has been a go-to during the coronavirus pandemic. We've turned to Zoom's software for just about any social interaction, whether it be for work or fun. As popular as it's been, the stock is down over 60% off its high. Today, this looks to be a great value for long-term-minded investors. Let's take a look at why.</p><table><thead><tr><th><p><b>Metric</b></p></th><th><p><b>Q3 FY20</b></p></th><th><p><b>Q3 FY21</b></p></th><th><p><b>Change (YOY)</b></p></th><th><p><b>Q3 FY22</b></p></th><th><p><b>Change (YOY) </b></p></th></tr></thead><tbody><tr><td><p>Revenue</p></td><td><p>$167 million</p></td><td><p>$777 million</p></td><td><p>365%</p></td><td><p>$1,051 million</p></td><td><p>35%</p></td></tr><tr><td><p>>$100,000 ARR customers</p></td><td><p>546</p></td><td><p>1,289</p></td><td><p>136%</p></td><td><p>2,507</p></td><td><p>94%</p></td></tr><tr><td><p>Remaining performance obligations</p></td><td><p>$517 million</p></td><td><p>$1,631 million</p></td><td><p>215%</p></td><td><p>$2,456 million</p></td><td><p>51%</p></td></tr></tbody></table><p>Data source: Company earnings releases and presentations. ARR = annual recurring revenue.</p><p>First, the business is executing well. The company put up solid growth numbers for its top line, large customers, and remaining performance obligations. These gains were on top of even more massive gains the previous year. Additionally, it's in a much better cash and profitability position than it was two years ago. Cash and marketable securities are $5.4 billion, up almost sevenfold from Q3 FY20's number of $811 million. Operational cash flow has grown to $395 million from $62 million over the same two years, a sixfold increase. Lastly, operation margins have improved considerably to 28% from a negative 1% the same quarter two years ago.</p><p>Looking ahead, investors aren't going to see triple-digit year-over-year top-line growth numbers they saw during the height of the pandemic. For the upcoming quarter ending Jan. 31, 2022, management is projecting 19% year-over-year revenue growth. It's likely that this revenue growth of around 20% year over year is more representative of the new normal. These are solid growth numbers for a $4 billion annual run-rate business.</p><p>This reminds me of another software stalwart, <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b>. The creative cloud and document management company has similar growth, profitability, and price-to-sales numbers. Over the last five years, Adobe has put up annual growth of around 20%, is solidly profitable, and currently has a price-to-sales ratio of 18. Over the last five years, Adobe's stock has grown 390%, soundly beating the market.</p><p>Today, Zoom's P/S ratio is sitting at an all-time low of 14. With hybrid work and virtual events here to stay, it's likely that Zoom can follow in Adobe's footsteps and put up 15% to 20% annual growth over the next five years. Investors would do well to pick up a few shares of this video communications platform today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Tech Stocks Down 37% to 60% to Buy for 2022</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 Tech Stocks Down 37% to 60% to Buy for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 10:15 GMT+8 <a href=https://www.fool.com/investing/2022/01/09/3-tech-stocks-down-37-to-59-to-buy-for-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A broad array of tech stocks have been sold off by the market over the last few months. Experienced investors know that this kind of market malaise is temporary. Stocks of strong-growing companies ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/09/3-tech-stocks-down-37-to-59-to-buy-for-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","HUBS":"HubSpot","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4534":"瑞士信贷持仓","BK4538":"云计算","BK4527":"明星科技股","BK4567":"ESG概念","BK4505":"高瓴资本持仓","CRM":"赛富时","BK4561":"索罗斯持仓","BK4528":"SaaS概念","BK4550":"红杉资本持仓","BK4525":"远程办公概念","BK4023":"应用软件","ZM":"Zoom","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2022/01/09/3-tech-stocks-down-37-to-59-to-buy-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202423102","content_text":"A broad array of tech stocks have been sold off by the market over the last few months. Experienced investors know that this kind of market malaise is temporary. Stocks of strong-growing companies will bounce back as those companies continue to perform.Given the market conditions, three longtime investors selected stocks that have taken it on the chin lately but are great buys for the coming year. They chose HubSpot (NYSE:HUBS), Snap (NASDAQ:SNAP), and Zoom Video Communications (NASDAQ:ZM), which are off their highs from 37% to 60%.Caught in the wicked tech undertowDanny Vena (HubSpot): It wasn't terribly long ago that investors were singing the praises of HubSpot, driving the software-as-a-service (SaaS) stock to a new all-time high. Now, just two months later, the company has suffered a reversal of fortune, with the stock down almost 40%. What changed during that time? In a word: nothing.From an investing standpoint, HubSpot has continued to execute on its vision, with no company-specific news driving the decline. The company is expanding beyond its inbound marketing roots on its journey to becoming a full-service customer relationship management (CRM) platform.That's not to say that HubSpot has abandoned the inbound marketing that it pioneered, changing the way advertisers attract potential customers. The company continues to focus on brand awareness and marketing automation, meeting customers where they are. This includes providing helpful content on social media, blogs, and events, developing effective content marketing, search engine optimization, and more.However, HubSpot also continues to follow the playbook employed so effectively by Salesforce.com, rapidly expanding its suite of services, which now includes marketing, sales, service support, content management, and operations solutions.The company recently announced an important addition in its large and growing ecosystem, debuting the Operations Hub for Enterprise. Perhaps more illustrative of its future prospects was the introduction of HubSpot Payments, its proprietary, end-to-end, digital payment tool, which is integrated directly into the other tools on its platform. By providing a payments solution developed specifically for enterprise and serving the needs of business-to-business commerce, HubSpot has made its solution even stickier.HubSpot's impressive growth rate continued last year. During the first nine months of 2021, revenue grew 48% year over year, with subscription revenue also climbing 48%. Growth accelerated in the third quarter to 53%, showing the resilience and enduring prospects of its business. Profits are still elusive as HubSpot chases market share, but the writing is on the wall, as free cash flow surged 275% compared to the prior-year period, illustrating the ability to leverage its platform.The company's customer metrics are equally compelling. HubSpot grew its total customer base to 128,144, up 34% year over year, while the average subscription revenue per customer increased 9%. This is a drop in the bucket compared to its total addressable market (TAM) of more than 3 million small to medium-sized businesses with a website.With each expansion into an adjacent business, HubSpot has gradually increased its TAM, which one analyst now estimates at nearly $87 billion. Compared with its 2020 revenue of $883 million, the company currently addresses less than 1% of its market opportunity, leaving a vast runway for growth.Recently, HubSpot has fallen victim to the undertow that has punished many high-growth and technology stocks, giving in-the-know investors the chance to buy this impressive growth at a 40% discount. Get shares while they're hot. This sale won't last long.At a lower price point, this social media stock should Snap backWill Healy (Snap): Snap continues to drop after benefiting from a massive surge during the pandemic. The stock rallied more than tenfold between March 2020 and November 2021.However, some red flags for Snap's future and a Q3 revenue miss led to a drop of nearly 50% since late September. Since Apple's iOS update made tracking the success of ad campaigns more difficult, uncertainty about the stock increased. Also, revenue for Q3 was $1.067 billion, 57% higher than year-ago levels. Despite that huge increase, revenue came in about $32 million below consensus estimates.However, the current price-to-sales ratio now stands at 18, its lowest level since the fall of 2020. While that may still seem high, Snap stock could justify that growth for two reasons. First, Snap appears positioned to maintain considerable growth rates. Analysts expect 60% revenue growth in 2021 though they also believe it will slow to 39% in 2022 with the iOS-related issues.Second, Snap revived its business amid intense competition from sites operated by Meta Platforms when it figured out how to monetize that platform. Thanks to these efforts, this has funded user growth and allowed it to enhance its vision of computing overlaid on its camera.These efforts have revived its once-stagnant user growth. As of Q3, its daily active user count reached 306 million, growing more than 20% year over year for the fourth consecutive quarter.Moreover, these efforts have positioned Snap stock to become a notable metaverse stock. So strong is its potential that Jefferies analyst Brent Thill argued in an interview with Yahoo! that Snap was \"way ahead\" of Facebook in the metaverse. Thill cited technology that allows users to create and manipulate virtual emoji characters when making that claim.Still, Snap faces challenges. At a market cap of $69 billion, Snap remains a small fraction of Meta's $920 billion market cap. Also, the challenges with Apple remain a headwind. Nonetheless, with its considerable user and revenue growth, the stock can still command a premium. If investors increasingly see Snap as a metaverse play, its 18 P/S ratio could look like a buying opportunity.A stellar operator at a great priceBrian Withers (Zoom): Zoom's video communication platform has been a go-to during the coronavirus pandemic. We've turned to Zoom's software for just about any social interaction, whether it be for work or fun. As popular as it's been, the stock is down over 60% off its high. Today, this looks to be a great value for long-term-minded investors. Let's take a look at why.MetricQ3 FY20Q3 FY21Change (YOY)Q3 FY22Change (YOY) Revenue$167 million$777 million365%$1,051 million35%>$100,000 ARR customers5461,289136%2,50794%Remaining performance obligations$517 million$1,631 million215%$2,456 million51%Data source: Company earnings releases and presentations. ARR = annual recurring revenue.First, the business is executing well. The company put up solid growth numbers for its top line, large customers, and remaining performance obligations. These gains were on top of even more massive gains the previous year. Additionally, it's in a much better cash and profitability position than it was two years ago. Cash and marketable securities are $5.4 billion, up almost sevenfold from Q3 FY20's number of $811 million. Operational cash flow has grown to $395 million from $62 million over the same two years, a sixfold increase. Lastly, operation margins have improved considerably to 28% from a negative 1% the same quarter two years ago.Looking ahead, investors aren't going to see triple-digit year-over-year top-line growth numbers they saw during the height of the pandemic. For the upcoming quarter ending Jan. 31, 2022, management is projecting 19% year-over-year revenue growth. It's likely that this revenue growth of around 20% year over year is more representative of the new normal. These are solid growth numbers for a $4 billion annual run-rate business.This reminds me of another software stalwart, Adobe. The creative cloud and document management company has similar growth, profitability, and price-to-sales numbers. Over the last five years, Adobe has put up annual growth of around 20%, is solidly profitable, and currently has a price-to-sales ratio of 18. Over the last five years, Adobe's stock has grown 390%, soundly beating the market.Today, Zoom's P/S ratio is sitting at an all-time low of 14. With hybrid work and virtual events here to stay, it's likely that Zoom can follow in Adobe's footsteps and put up 15% to 20% annual growth over the next five years. Investors would do well to pick up a few shares of this video communications platform today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
