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2022-04-28

How does Visa compare with MasterCard?

3 Stocks That Could Be Worth More Than Tesla by 2030

2022-04-26

Stock selection is key during this period of time.

Why Bear Markets Can Help You Create Life-Changing Wealth

2022-04-12

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2022-04-11

Rise further?

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2022-03-29

Front loading will probably create more uncertainty & volatility...

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2022-03-28

Well, it's a decision centered around dollars and cents. The most profitable products get the front shelves.

Walmart Stops Selling Cigarettes in Some Stores

2022-03-27

👍

Alphabet Vs. Meta: One Is The Much Better Buy

2022-03-26

What's the possibility of the 50bps hike come May?

Stock-Market Investors Should Watch the "Best Leading Indicator of Trouble Ahead"

2022-03-25

PayPal has also been down, what's your view?

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Go to Tiger App to see more news

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History has consistently shown that, due to innovation and execution, today&#39;s largest publicly traded companies are unlikely to retain their pedestal position for a significant length of time.</p><p>As an example, just one of the 10 largest publicly traded companies in 1999 is still in the top 10 (<b>Microsoft</b>). Meanwhile, previous giants like <b>Intel</b>, <b>Nokia</b>, and <b>American International Group</b> have fallen far down the pecking order, in terms of market cap.</p><p>Chances are that electric vehicle (EV) kingpin <b>Tesla</b> will also be dethroned as one of the world&#39;s largest publicly traded companies.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fsearching-for-stocks-with-magnifying-glass-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"462\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Tesla is the fifth-largest publicly traded stock... for now</h2><p>As of the closing bell last week, a single share of Tesla would set an investor back more than $1,000, which equates to a hearty market cap of $1.04 trillion. That makes Tesla the fifth-largest publicly traded company in the U.S., and only the sixth to ever reach the $1 trillion valuation plateau.</p><p>There are certainly valid reasons why Tesla&#39;s shares have skyrocketed over the past decade. For instance, it&#39;s the first automaker in over five decades that built itself from the ground up and reached mass production. In the first quarter, Tesla produced more than 305,000 EVs and delivered just north of 310,000 EVs. That puts it on track to easily surpass 1 million EVs produced and delivered in 2022.</p><p>To add to this point, Tesla&#39;s first-quarter operating results featured its largest quarterly profit in history. Despite supply chain challenges, Tesla generated $3.32 billion in net income in Q1 2022, which was a 658% improvement from the prior-year period.</p><p>But there are also plenty of reasons to believe Tesla&#39;s market cap, which is equal to most auto stocks on a <i>combined basis</i>, is due for a reversion. Although the company has been riding competitive advantages with regard to production, power, range, and battery capacity, competition is beginning to catch up. For instance, a handful of EVs offer better range than Tesla&#39;s flagship sedans (the Model 3 and Model S).</p><p>Another point of concern is CEO Elon Musk. While there&#39;s no question he&#39;s a visionary, he&#39;s also an unwanted distraction at times. Musk has a habit of overpromising and under-delivering when it comes to the launch of new technology or new EVs, and his side projects arguably get in the way of overseeing Tesla&#39;s operations.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2F17171920167_b5afce5167_k.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Berkshire Hathaway CEO, Warren Buffett. Image source: The Motley Fool.</span></p><h2>These stocks could surpass Tesla over the next eight years</h2><p>In other words, there&#39;s a very real chance Tesla&#39;s valuation could deflate by 2030 and other publicly traded stocks could surpass it. What follows are three stocks that could be worth more than Tesla by the turn of the decade.</p><h2>The logical choice: Berkshire Hathaway</h2><p>The no-brainer choice to surpass Tesla in market cap by (or well before) 2030 is Warren Buffett&#39;s conglomerate, <b>Berkshire Hathaway</b>. Berkshire would need to gain about $300 billion in market cap to catch Tesla, as of this past weekend.</p><p>Historically, Buffett&#39;s company has been virtually unstoppable. Even though Berkshire Hathaway doesn&#39;t increase in value every year, Buffett has overseen an average annual return of better than 20% since taking the helm as CEO in 1965. Put another way, shareholders have doubled their money holding Berkshire Hathaway stock, on average, every 3.6 years for close to six decades.</p><p>One of the key reasons Berkshire Hathaway is such a success -- aside from being led by Warren Buffett -- is due to its investment portfolio being packed with cyclical companies. Cyclical businesses perform well when the U.S. and global economy are expanding and struggle when recessions arise. The thing is, recessions typically last for a few months or a couple of quarters, whereas economic expansions are often measured in years. Buffett and his investing team are playing a simple numbers game where patience is the not-so-secret ingredient to wealth-building.</p><p>Berkshire Hathaway is also raking in passive income. This year alone, Buffett&#39;s company is on pace to collect well north of $5 billion in dividend income. Over $4 billion in payouts will come from just a half-dozen holdings. This dividend income allows Berkshire to thrive in virtually any economic environment.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fcredit-card-credit-score-debt-consumption-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"531\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>If everything went just right: <a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>A second well-known stock that has all the tools necessary to surpass Tesla&#39;s market cap, but would need things to continue to go its way, is payment processor <b>Visa</b>. To leapfrog Tesla, Visa must make up a nearly $590 billion valuation gap.</p><p>Arguably the biggest challenge is going to be the emergence of blockchain technology, as well as the rise of digital payment platforms. Blockchain offers a way to circumvent banks and financial institutions to process payments quickly and cheaply. Visa is a payment processor on traditional merchant networks and will need payments to continue to flow through those channels if it&#39;s to have any chance of surpassing Tesla&#39;s market cap.</p><p>Similar to Berkshire Hathaway, Visa benefits from the cyclical nature of financial stocks. Since economic expansions last disproportionately longer than contractions and recessions, Visa spends most of its time benefiting from an increase in consumer and enterprise spending. In the U.S., the largest market for consumption in the world, Visa holds a 54% share of credit card network purchase volume, as of 2020.</p><p>Additionally, Visa acts purely as a payment processor and not a lender. Although lending would generate net interest income and fee revenue, it would also expose Visa to loan delinquencies during recessions. Since there&#39;s no loan exposure, there&#39;s no need for the company to set aside capital to cover possible losses during recessions. This is a big reason why Visa&#39;s profit margin is consistently above 50%.</p><p>With the majority of global transactions still being conducted in cash, Visa&#39;s growth runway remains robust.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fsemiconductor-chip-equipment-5g-electronics-fab-wafer-manufacturing-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>The long shot: Broadcom</h2><p>Lastly, the long shot of the group to surpass Tesla&#39;s market cap by 2030 is semiconductor solutions company <b>Broadcom</b>. With a market cap of $240 billion, Broadcom would need to more than quadruple just to catch Tesla at its current valuation.</p><p>The reason I&#39;ve classified Broadcom as a &#34;long shot&#34; is the cyclical nature of the semiconductor industry. Even though periods of expansion handily outlast contractions and recessions, Wall Street has typically kept a low ceiling on price-to-earnings multiples for large chipmakers.</p><p>On the other hand, there are multiple avenues for Broadcom to generate high-single-digit to low-double-digit annual sales growth throughout the decade. Currently, it generates the bulk of its revenue from wireless chips and assorted solutions used in next-generation smartphones. Telecom companies upgrading wireless infrastructure to 5G should lead to a multiyear device replacement cycle that keeps demand and pricing power high for Broadcom&#39;s smartphone solutions.</p><p>However, it&#39;s the company&#39;s ancillary opportunities that could hold the key to surpassing Tesla. For example, Broadcom supplies connectivity and access chips used in data centers. With businesses shifting their data and that of their clients into the cloud at an accelerated pace in the wake of the pandemic, data center demand shouldn&#39;t slow anytime soon. Broadcom supplies chips used in next-gen vehicles, too.</p><p>A final factor working in Broadcom&#39;s favor is its historically high backlog of $14.9 billion. This is a company that&#39;s booking production well into 2023, according to CEO Hock Tan. If Broadcom can maintain a large backlog of orders, its operating cash flow and valuation can steadily increase.</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 Stocks That Could Be Worth More Than Tesla by 2030</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 Stocks That Could Be Worth More Than Tesla by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 20:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today's largest publicly traded companies are unlikely to retain their...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4555":"新能源车","AVGO":"博通","BRK.A":"伯克希尔","TSLA":"特斯拉","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BRK.B":"伯克希尔B","V":"Visa","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230611412","content_text":"The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today's largest publicly traded companies are unlikely to retain their pedestal position for a significant length of time.As an example, just one of the 10 largest publicly traded companies in 1999 is still in the top 10 (Microsoft). Meanwhile, previous giants like Intel, Nokia, and American International Group have fallen far down the pecking order, in terms of market cap.Chances are that electric vehicle (EV) kingpin Tesla will also be dethroned as one of the world's largest publicly traded companies.Image source: Getty Images.Tesla is the fifth-largest publicly traded stock... for nowAs of the closing bell last week, a single share of Tesla would set an investor back more than $1,000, which equates to a hearty market cap of $1.04 trillion. That makes Tesla the fifth-largest publicly traded company in the U.S., and only the sixth to ever reach the $1 trillion valuation plateau.There are certainly valid reasons why Tesla's shares have skyrocketed over the past decade. For instance, it's the first automaker in over five decades that built itself from the ground up and reached mass production. In the first quarter, Tesla produced more than 305,000 EVs and delivered just north of 310,000 EVs. That puts it on track to easily surpass 1 million EVs produced and delivered in 2022.To add to this point, Tesla's first-quarter operating results featured its largest quarterly profit in history. Despite supply chain challenges, Tesla generated $3.32 billion in net income in Q1 2022, which was a 658% improvement from the prior-year period.But there are also plenty of reasons to believe Tesla's market cap, which is equal to most auto stocks on a combined basis, is due for a reversion. Although the company has been riding competitive advantages with regard to production, power, range, and battery capacity, competition is beginning to catch up. For instance, a handful of EVs offer better range than Tesla's flagship sedans (the Model 3 and Model S).Another point of concern is CEO Elon Musk. While there's no question he's a visionary, he's also an unwanted distraction at times. Musk has a habit of overpromising and under-delivering when it comes to the launch of new technology or new EVs, and his side projects arguably get in the way of overseeing Tesla's operations.Berkshire Hathaway CEO, Warren Buffett. Image source: The Motley Fool.These stocks could surpass Tesla over the next eight yearsIn other words, there's a very real chance Tesla's valuation could deflate by 2030 and other publicly traded stocks could surpass it. What follows are three stocks that could be worth more than Tesla by the turn of the decade.The logical choice: Berkshire HathawayThe no-brainer choice to surpass Tesla in market cap by (or well before) 2030 is Warren Buffett's conglomerate, Berkshire Hathaway. Berkshire would need to gain about $300 billion in market cap to catch Tesla, as of this past weekend.Historically, Buffett's company has been virtually unstoppable. Even though Berkshire Hathaway doesn't increase in value every year, Buffett has overseen an average annual return of better than 20% since taking the helm as CEO in 1965. Put another way, shareholders have doubled their money holding Berkshire Hathaway stock, on average, every 3.6 years for close to six decades.One of the key reasons Berkshire Hathaway is such a success -- aside from being led by Warren Buffett -- is due to its investment portfolio being packed with cyclical companies. Cyclical businesses perform well when the U.S. and global economy are expanding and struggle when recessions arise. The thing is, recessions typically last for a few months or a couple of quarters, whereas economic expansions are often measured in years. Buffett and his investing team are playing a simple numbers game where patience is the not-so-secret ingredient to wealth-building.Berkshire Hathaway is also raking in passive income. This year alone, Buffett's company is on pace to collect well north of $5 billion in dividend income. Over $4 billion in payouts will come from just a half-dozen holdings. This dividend income allows Berkshire to thrive in virtually any economic environment.Image source: Getty Images.If everything went just right: VisaA second well-known stock that has all the tools necessary to surpass Tesla's market cap, but would need things to continue to go its way, is payment processor Visa. To leapfrog Tesla, Visa must make up a nearly $590 billion valuation gap.Arguably the biggest challenge is going to be the emergence of blockchain technology, as well as the rise of digital payment platforms. Blockchain offers a way to circumvent banks and financial institutions to process payments quickly and cheaply. Visa is a payment processor on traditional merchant networks and will need payments to continue to flow through those channels if it's to have any chance of surpassing Tesla's market cap.Similar to Berkshire Hathaway, Visa benefits from the cyclical nature of financial stocks. Since economic expansions last disproportionately longer than contractions and recessions, Visa spends most of its time benefiting from an increase in consumer and enterprise spending. In the U.S., the largest market for consumption in the world, Visa holds a 54% share of credit card network purchase volume, as of 2020.Additionally, Visa acts purely as a payment processor and not a lender. Although lending would generate net interest income and fee revenue, it would also expose Visa to loan delinquencies during recessions. Since there's no loan exposure, there's no need for the company to set aside capital to cover possible losses during recessions. This is a big reason why Visa's profit margin is consistently above 50%.With the majority of global transactions still being conducted in cash, Visa's growth runway remains robust.Image source: Getty Images.The long shot: BroadcomLastly, the long shot of the group to surpass Tesla's market cap by 2030 is semiconductor solutions company Broadcom. With a market cap of $240 billion, Broadcom would need to more than quadruple just to catch Tesla at its current valuation.The reason I've classified Broadcom as a \"long shot\" is the cyclical nature of the semiconductor industry. Even though periods of expansion handily outlast contractions and recessions, Wall Street has typically kept a low ceiling on price-to-earnings multiples for large chipmakers.On the other hand, there are multiple avenues for Broadcom to generate high-single-digit to low-double-digit annual sales growth throughout the decade. Currently, it generates the bulk of its revenue from wireless chips and assorted solutions used in next-generation smartphones. Telecom companies upgrading wireless infrastructure to 5G should lead to a multiyear device replacement cycle that keeps demand and pricing power high for Broadcom's smartphone solutions.However, it's the company's ancillary opportunities that could hold the key to surpassing Tesla. For example, Broadcom supplies connectivity and access chips used in data centers. With businesses shifting their data and that of their clients into the cloud at an accelerated pace in the wake of the pandemic, data center demand shouldn't slow anytime soon. Broadcom supplies chips used in next-gen vehicles, too.A final factor working in Broadcom's favor is its historically high backlog of $14.9 billion. This is a company that's booking production well into 2023, according to CEO Hock Tan. If Broadcom can maintain a large backlog of orders, its operating cash flow and valuation can steadily increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087838191,"gmtCreate":1650984217444,"gmtModify":1676534827551,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Stock selection is key during this period of time.","listText":"Stock selection is key during this period of time.","text":"Stock selection is key during this period of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087838191","repostId":"2230462101","repostType":4,"repost":{"id":"2230462101","pubTimestamp":1650958471,"share":"https://www.laohu8.com/m/news/2230462101?lang=&edition=full","pubTime":"2022-04-26 15:34","market":"us","language":"en","title":"Why Bear Markets Can Help You Create Life-Changing Wealth","url":"https://stock-news.laohu8.com/highlight/detail?id=2230462101","media":"Motley Fool","summary":"There's a good chance a bear market helps you more than it hurts you.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Almost everyone loses in the short-term during a bear market.</li><li>But if you are patient enough to invest in the years following a bear market, you could benefit from buying stocks on sale.</li><li>Unemployment is low and real wages are rising for the lower class.</li></ul><p>Bear markets are periods of time when the stock market is down 20% or more from its all-time high. The <b>Nasdaq Composite</b> was briefly in a bear market earlier this year, while the <b>S&amp;P 500</b> entered a correction, which is a drawdown of 10% or more from the high. But the Nasdaq Composite and the S&amp;P 500 were both in a bear market in spring 2020, fall 2018, and, of course, during the 2008 financial crisis.</p><p>Bear markets can be stressful and nerve-racking. But over time, there&#39;s a very good chance that you could benefit from a bear market. Here&#39;s why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78976243dc56a69873e740586860688a\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>What does a bear market really mean?</b></p><p>Bear markets simply mean that equity values are plunging, so they only really hurt people with substantial assets. It&#39;s a simple concept -- so simple, in fact, that we often forget that bear markets impact wealthy people a lot more than the middle class or young investors. The stat that may really shock you is that the wealthiest 10% of Americans own -- wait for it -- 89% of the U.S. stock market.</p><p>The American middle class has most of their net worth in their homes. And if a middle-class family doesn&#39;t plan on moving anytime soon, then it&#39;s O.K. if the property value slips -- especially after the surge in home prices we&#39;ve seen over the last two years.</p><p>As a gross generalization, a bear market is going to negatively impact retirees, net spenders, and anyone in the asset distribution phase. However, a bear market could help first-time homebuyers, those looking to make big purchases (such as a new car), anyone that is a net saver, and anyone that is in the asset accumulation phase of their life.</p><p><b>But what about the real economy?</b></p><p>Granted, bear markets can also come during times of widespread economic hardship, such as rising unemployment. But according to the March 2022 Bureau of Labor Statistics report, the U.S. unemployment rate is currently 3.6%, which is tied with 2019 for the lowest level since 1969.</p><p>What&#39;s more, U.S. workers in the bottom 30% of income earners have seen their real wages rise, while those in the top 70% have seen rises in nominal wages but negative real wage changes due to inflation.</p><p>With income on the rise and unemployment near record lows, it seems as though the lower and middle class stand to benefit the most from a bear market.</p><p><b>Nerves of steel</b></p><p>It&#39;s no secret that bear markets have historically been some of the best times to buy assets. The Dot-com bubble in the early 2000s wiped trillions of dollars in equity value off the market. Those that could buy and hold stocks like <b>Amazon</b>,<b>Microsoft</b>, or <b>Google</b> after the crash would go on to unlock some of the best returns in stock market history. The same thing goes for the 2008 financial crisis.</p><p>Everyone knows in hindsight that stocks like Amazon were great buys. But what you may not know is that in November 2001 Amazon stock was, at its worst, down 93% from its all-time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2018f0b296637c68e2023c92e3fe6aed\" tg-width=\"720\" tg-height=\"465\" width=\"100%\" height=\"auto\"/><span>AMZN DATA BY YCHARTS</span></p><p>Imagine a stock in your portfolio going down 93% and then becoming one of the most valuable companies in the world 20 years later. It&#39;s a level of volatility that most investors simply can&#39;t handle. And that&#39;s why buying and holding stocks over the long-term is an incredible strategy, but also one of the hardest to execute.</p><p><b>Years of benefits</b></p><p>The old saying is that no one has extra dry powder to buy during a bear market. And in the short-term, that&#39;s generally true. But instead of fixating on who was lucky enough to have spare cash to buy great stocks during the absolute bottom of a bear market, it&#39;s more helpful to ask who was able to buy stocks for the next five or 10 years after a bear market.</p><p>If we think back to the 2008 financial crisis, for example, the biggest beneficiaries were folks without a lot of savings who had yet to reach their highest income-earning years. Even better positioned were those who didn&#39;t own homes or have mortgages who could benefit from the collapse in housing prices. This cohort would be anyone who is between the ages of roughly 40 and 55 today. In 2008, there were young adults maybe in their low- to mid-30s. And for the next 13 years, they got to experience one of the greatest bull markets in history.</p><p>Now you may be thinking that the age group of adults that haven&#39;t yet reached their peak earning years, which is age 45 to 54, is a small number and not representative of the U.S. population. It may surprise you to learn that 109.8 million Americans are between the ages of 20 and 44, which is exactly one-third of the total population. But that&#39;s a misleading statistic, because it factors in kids. Of Americans aged 20 or older, 44.2% are between the ages of 20 and 44 -- which is surprising considering the Baby Boomer generation is above that age group.</p><p>However, many Americans above age 44 either don&#39;t own homes or don&#39;t have significant investments in the stock market. This is all to say that, according to the data, most Americans probably stand to benefit from a stock market sell-off.</p><p><b>Staying cautiously optimistic</b></p><p>Navigating a bear market is arguably one of the single hardest things to do as an investor. But it is also one of the most rewarding. The catch is that you must be invested in quality companies with solid fundamentals. All success stories have an element of luck to them. For every Amazon, Microsoft, or Google, there are hundreds of failed companies.</p><p>One of the simplest ways to outlast a bear market is to stick with industry-leading companies that have been through one, two, or maybe even several bear markets in the past. There are several companies out there right now that are down 30% or more from their highs that have done just that and could be worth a look.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Bear Markets Can Help You Create Life-Changing Wealth</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\">\nWhy Bear Markets Can Help You Create Life-Changing Wealth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 15:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/25/why-bear-markets-can-help-you-create-life-changing/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAlmost everyone loses in the short-term during a bear market.But if you are patient enough to invest in the years following a bear market, you could benefit from buying stocks on sale....</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/25/why-bear-markets-can-help-you-create-life-changing/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4525":"远程办公概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4577":"网络游戏","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","AMZN":"亚马逊","GOOG":"谷歌","BK4514":"搜索引擎","MSFT":"微软","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念",".DJI":"道琼斯","BK4532":"文艺复兴科技持仓",".IXIC":"NASDAQ Composite","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","BK4507":"流媒体概念","BK4576":"AR"},"source_url":"https://www.fool.com/investing/2022/04/25/why-bear-markets-can-help-you-create-life-changing/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230462101","content_text":"KEY POINTSAlmost everyone loses in the short-term during a bear market.But if you are patient enough to invest in the years following a bear market, you could benefit from buying stocks on sale.Unemployment is low and real wages are rising for the lower class.Bear markets are periods of time when the stock market is down 20% or more from its all-time high. The Nasdaq Composite was briefly in a bear market earlier this year, while the S&P 500 entered a correction, which is a drawdown of 10% or more from the high. But the Nasdaq Composite and the S&P 500 were both in a bear market in spring 2020, fall 2018, and, of course, during the 2008 financial crisis.Bear markets can be stressful and nerve-racking. But over time, there's a very good chance that you could benefit from a bear market. Here's why.IMAGE SOURCE: GETTY IMAGES.What does a bear market really mean?Bear markets simply mean that equity values are plunging, so they only really hurt people with substantial assets. It's a simple concept -- so simple, in fact, that we often forget that bear markets impact wealthy people a lot more than the middle class or young investors. The stat that may really shock you is that the wealthiest 10% of Americans own -- wait for it -- 89% of the U.S. stock market.The American middle class has most of their net worth in their homes. And if a middle-class family doesn't plan on moving anytime soon, then it's O.K. if the property value slips -- especially after the surge in home prices we've seen over the last two years.As a gross generalization, a bear market is going to negatively impact retirees, net spenders, and anyone in the asset distribution phase. However, a bear market could help first-time homebuyers, those looking to make big purchases (such as a new car), anyone that is a net saver, and anyone that is in the asset accumulation phase of their life.But what about the real economy?Granted, bear markets can also come during times of widespread economic hardship, such as rising unemployment. But according to the March 2022 Bureau of Labor Statistics report, the U.S. unemployment rate is currently 3.6%, which is tied with 2019 for the lowest level since 1969.What's more, U.S. workers in the bottom 30% of income earners have seen their real wages rise, while those in the top 70% have seen rises in nominal wages but negative real wage changes due to inflation.With income on the rise and unemployment near record lows, it seems as though the lower and middle class stand to benefit the most from a bear market.Nerves of steelIt's no secret that bear markets have historically been some of the best times to buy assets. The Dot-com bubble in the early 2000s wiped trillions of dollars in equity value off the market. Those that could buy and hold stocks like Amazon,Microsoft, or Google after the crash would go on to unlock some of the best returns in stock market history. The same thing goes for the 2008 financial crisis.Everyone knows in hindsight that stocks like Amazon were great buys. But what you may not know is that in November 2001 Amazon stock was, at its worst, down 93% from its all-time.AMZN DATA BY YCHARTSImagine a stock in your portfolio going down 93% and then becoming one of the most valuable companies in the world 20 years later. It's a level of volatility that most investors simply can't handle. And that's why buying and holding stocks over the long-term is an incredible strategy, but also one of the hardest to execute.Years of benefitsThe old saying is that no one has extra dry powder to buy during a bear market. And in the short-term, that's generally true. But instead of fixating on who was lucky enough to have spare cash to buy great stocks during the absolute bottom of a bear market, it's more helpful to ask who was able to buy stocks for the next five or 10 years after a bear market.If we think back to the 2008 financial crisis, for example, the biggest beneficiaries were folks without a lot of savings who had yet to reach their highest income-earning years. Even better positioned were those who didn't own homes or have mortgages who could benefit from the collapse in housing prices. This cohort would be anyone who is between the ages of roughly 40 and 55 today. In 2008, there were young adults maybe in their low- to mid-30s. And for the next 13 years, they got to experience one of the greatest bull markets in history.Now you may be thinking that the age group of adults that haven't yet reached their peak earning years, which is age 45 to 54, is a small number and not representative of the U.S. population. It may surprise you to learn that 109.8 million Americans are between the ages of 20 and 44, which is exactly one-third of the total population. But that's a misleading statistic, because it factors in kids. Of Americans aged 20 or older, 44.2% are between the ages of 20 and 44 -- which is surprising considering the Baby Boomer generation is above that age group.However, many Americans above age 44 either don't own homes or don't have significant investments in the stock market. This is all to say that, according to the data, most Americans probably stand to benefit from a stock market sell-off.Staying cautiously optimisticNavigating a bear market is arguably one of the single hardest things to do as an investor. But it is also one of the most rewarding. The catch is that you must be invested in quality companies with solid fundamentals. All success stories have an element of luck to them. For every Amazon, Microsoft, or Google, there are hundreds of failed companies.One of the simplest ways to outlast a bear market is to stick with industry-leading companies that have been through one, two, or maybe even several bear markets in the past. There are several companies out there right now that are down 30% or more from their highs that have done just that and could be worth a look.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017636819,"gmtCreate":1649771240589,"gmtModify":1676534570615,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tweet tweet","listText":"Tweet tweet","text":"Tweet tweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017636819","repostId":"2226652534","repostType":4,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014400753,"gmtCreate":1649689621930,"gmtModify":1676534551810,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Rise further?","listText":"Rise further?","text":"Rise further?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014400753","repostId":"1128152564","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578476625539127","authorId":"3578476625539127","name":"Justinslh","avatar":"https://static.tigerbbs.com/4aace6371636c60f0a3a97aacd94721c","crmLevel":2,"crmLevelSwitch":0},"content":"up up and up","text":"up up and up","html":"up up and up"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019895435,"gmtCreate":1648568910425,"gmtModify":1676534355679,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Front loading will probably create more uncertainty &amp; volatility...","listText":"Front loading will probably create more uncertainty &amp; volatility...","text":"Front loading will probably create more uncertainty & volatility...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019895435","repostId":"1145232829","repostType":4,"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010783288,"gmtCreate":1648472065101,"gmtModify":1676534341902,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Well, it's a decision centered around dollars and cents. The most profitable products get the front shelves.","listText":"Well, it's a decision centered around dollars and cents. The most profitable products get the front shelves.","text":"Well, it's a decision centered around dollars and cents. The most profitable products get the front shelves.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010783288","repostId":"2222620860","repostType":4,"repost":{"id":"2222620860","pubTimestamp":1648467971,"share":"https://www.laohu8.com/m/news/2222620860?lang=&edition=full","pubTime":"2022-03-28 19:46","market":"us","language":"en","title":"Walmart Stops Selling Cigarettes in Some Stores","url":"https://stock-news.laohu8.com/highlight/detail?id=2222620860","media":"The Wall Street Journal","summary":"After years of internal debate, Walmart is removing tobacco products from select stores in Florida, ","content":"<html><head></head><body><p>After years of internal debate, Walmart is removing tobacco products from select stores in Florida, California and elsewhere</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47700200fcd9e7b9857529d32a900b8e\" tg-width=\"1290\" tg-height=\"860\" width=\"100%\" height=\"auto\"/><span>Walmart’s cigarette sales are generally less profitable than some other items sold near the front of stores.</span></p><p>Walmart Inc. is ending cigarette sales in some U.S. stores after years of debate within the retail company’s leadership ranks about the sale of tobacco products, according to people familiar with the matter.</p><p>Cigarettes are being removed in various markets, including some stores in California, Florida, Arkansas and New Mexico, according to the people and store visits. In some of these stores, Walmart has rolled out a design with more self-checkout registers, as well as other items such as grab-and-go food or candy sold near the front of stores in place of Marlboro, Newport and other tobacco products.</p><p>Walmart, which has more than 4,700 U.S. stores, is removing tobacco products from select locations where the retailer has decided to use the space more efficiently, a spokeswoman said. “We are always looking at ways to meet our customers’ needs while still operating an efficient business,” she said. She declined to say how many locations will continue to sell cigarettes but said Walmart isn’t halting all tobacco sales.</p><p>The shift comes after years of internal debate at Walmart about cigarettes, which U.S. health officials say are linked to 480,000 deaths in the country each year and which are complex for big-box retailers to sell because of regulations. Top Walmart executives decided to start moving out of the category in some locations before the Covid-19 pandemic, some of the people said, a decision now playing out in stores.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c9cf9b4016c263f38b86bb4c66b9377\" tg-width=\"1050\" tg-height=\"700\" width=\"100%\" height=\"auto\"/><span>Tension regarding the issue of cigarette sales has risen as Walmart works to become a larger player in healthcare.</span></p><p>For years Walmart Chief ExecutiveDoug McMillonhas challenged other executives to find a way to stop selling tobacco, without demanding that the company do so, according to people familiar with those discussions.</p><p>Tension around the issue has risen as Walmart works to become a larger player in the healthcare industry, say some of these people. Many top executives argued that cigarettes are legal products that customers want and that Walmart shouldn’t be in the business of morally policing its shoppers, according to some of the people.</p><p>As with tobacco, Walmart has pulled back on sales of firearms in recent years after similar internal discussions. It raised the age to purchase guns to 21 after the 2018 high-school shooting in Parkland, Fla., and discontinued sales of ammunition used in semiautomatic weapons and handguns after a 2019 shooting at a Walmart in El Paso, Texas.</p><p>At Walmart, sales of cigarettes are generally less profitable than some other items sold near the front of stores such as candy, according to the people familiar with the situation. It is also an operationally complex sale, eating into profits. Tobacco is kept in a locked case or blocked from shoppers. Food and Drug Administration regulations require that an employee make the sale. At Walmart, that employee must be over a specific age based on local laws and trained in tobacco sales. Theft is high throughout the supply chain, said some of these people.</p><p>Some retailers stopped selling tobacco products years ago.Target Corp. eliminated all tobacco sales in 1996.CVS Health Corp. said that its decision in 2014 to stop tobacco sales would result in an estimated $2 billion loss in annual revenue but that those sales ran counter to the company’s goals as a healthcare provider.</p><p>U.S. cigarette sales totaled about $95 billion last year, and most of those purchases occur at gas stations and convenience stores, according to data from Euromonitor International. Walmart supercenters and other mixed retailers accounted for 14% of U.S. cigarette sales volume in 2020, according to Euromonitor.</p><p>The volume of cigarettes sold in the U.S. rose in 2020 during the pandemic, reversing a yearslong decline in smoking rates. In 2021, as pandemic restrictions ended and consumer mobility increased, U.S. cigarette industry sales fell 5.5%, according to Marlboro maker Altria Group Inc.</p><p>Walmart has backed away from some tobacco products in recent years. In 2019, Walmart said it would sell tobacco products only to people 21 or older in the midst of regulatory pressure to stop sales to minors. A federal law passed later that year raised the minimum tobacco-purchase age to 21 nationwide. Also that year, Walmart halted its e-cigarette sales, citing regulatory uncertainty around vaping.</p><p>Like other retailers, Walmart doesn’t sell tobacco in municipalities such as New York and parts of Massachusetts that won’t allow locations with retail pharmacies to sell tobacco. Sam’s Club, Walmart’s warehouse chain, started gradually stopping sales of cigarettes in 2018. Sam’s Club now sells tobacco products in fewer than 40 of its approximately 600 U.S. stores, a spokeswoman said.</p><p>In recent years, Walmart has focused on redesigning existing stores rather than building new ones. The redesign often includes adding more self-checkouts to save money on staffing. “When you had mostly self-checkouts, manned by one or two associates, tobacco became really problematic,” said one of the people familiar with Walmart’s business.</p><p>At the same time, Walmart aims to build a larger healthcare business. The company is one of the biggest pharmacy chains in the country. It is opening primary-care clinics, hosting wellness days that offer shoppers free health screenings and has administered millions of Covid-19 vaccines. Last year Walmart boughMeMD, a telehealth provider.</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>Walmart Stops Selling Cigarettes in Some Stores</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\">\nWalmart Stops Selling Cigarettes in Some Stores\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 19:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/walmart-stops-selling-cigarettes-in-some-stores-11648459800?mod=hp_lead_pos6><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After years of internal debate, Walmart is removing tobacco products from select stores in Florida, California and elsewhereWalmart’s cigarette sales are generally less profitable than some other ...</p>\n\n<a href=\"https://www.wsj.com/articles/walmart-stops-selling-cigarettes-in-some-stores-11648459800?mod=hp_lead_pos6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4155":"大卖场与超市","BK4532":"文艺复兴科技持仓","WMT":"沃尔玛","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓"},"source_url":"https://www.wsj.com/articles/walmart-stops-selling-cigarettes-in-some-stores-11648459800?mod=hp_lead_pos6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222620860","content_text":"After years of internal debate, Walmart is removing tobacco products from select stores in Florida, California and elsewhereWalmart’s cigarette sales are generally less profitable than some other items sold near the front of stores.Walmart Inc. is ending cigarette sales in some U.S. stores after years of debate within the retail company’s leadership ranks about the sale of tobacco products, according to people familiar with the matter.Cigarettes are being removed in various markets, including some stores in California, Florida, Arkansas and New Mexico, according to the people and store visits. In some of these stores, Walmart has rolled out a design with more self-checkout registers, as well as other items such as grab-and-go food or candy sold near the front of stores in place of Marlboro, Newport and other tobacco products.Walmart, which has more than 4,700 U.S. stores, is removing tobacco products from select locations where the retailer has decided to use the space more efficiently, a spokeswoman said. “We are always looking at ways to meet our customers’ needs while still operating an efficient business,” she said. She declined to say how many locations will continue to sell cigarettes but said Walmart isn’t halting all tobacco sales.The shift comes after years of internal debate at Walmart about cigarettes, which U.S. health officials say are linked to 480,000 deaths in the country each year and which are complex for big-box retailers to sell because of regulations. Top Walmart executives decided to start moving out of the category in some locations before the Covid-19 pandemic, some of the people said, a decision now playing out in stores.Tension regarding the issue of cigarette sales has risen as Walmart works to become a larger player in healthcare.For years Walmart Chief ExecutiveDoug McMillonhas challenged other executives to find a way to stop selling tobacco, without demanding that the company do so, according to people familiar with those discussions.Tension around the issue has risen as Walmart works to become a larger player in the healthcare industry, say some of these people. Many top executives argued that cigarettes are legal products that customers want and that Walmart shouldn’t be in the business of morally policing its shoppers, according to some of the people.As with tobacco, Walmart has pulled back on sales of firearms in recent years after similar internal discussions. It raised the age to purchase guns to 21 after the 2018 high-school shooting in Parkland, Fla., and discontinued sales of ammunition used in semiautomatic weapons and handguns after a 2019 shooting at a Walmart in El Paso, Texas.At Walmart, sales of cigarettes are generally less profitable than some other items sold near the front of stores such as candy, according to the people familiar with the situation. It is also an operationally complex sale, eating into profits. Tobacco is kept in a locked case or blocked from shoppers. Food and Drug Administration regulations require that an employee make the sale. At Walmart, that employee must be over a specific age based on local laws and trained in tobacco sales. Theft is high throughout the supply chain, said some of these people.Some retailers stopped selling tobacco products years ago.Target Corp. eliminated all tobacco sales in 1996.CVS Health Corp. said that its decision in 2014 to stop tobacco sales would result in an estimated $2 billion loss in annual revenue but that those sales ran counter to the company’s goals as a healthcare provider.U.S. cigarette sales totaled about $95 billion last year, and most of those purchases occur at gas stations and convenience stores, according to data from Euromonitor International. Walmart supercenters and other mixed retailers accounted for 14% of U.S. cigarette sales volume in 2020, according to Euromonitor.The volume of cigarettes sold in the U.S. rose in 2020 during the pandemic, reversing a yearslong decline in smoking rates. In 2021, as pandemic restrictions ended and consumer mobility increased, U.S. cigarette industry sales fell 5.5%, according to Marlboro maker Altria Group Inc.Walmart has backed away from some tobacco products in recent years. In 2019, Walmart said it would sell tobacco products only to people 21 or older in the midst of regulatory pressure to stop sales to minors. A federal law passed later that year raised the minimum tobacco-purchase age to 21 nationwide. Also that year, Walmart halted its e-cigarette sales, citing regulatory uncertainty around vaping.Like other retailers, Walmart doesn’t sell tobacco in municipalities such as New York and parts of Massachusetts that won’t allow locations with retail pharmacies to sell tobacco. Sam’s Club, Walmart’s warehouse chain, started gradually stopping sales of cigarettes in 2018. Sam’s Club now sells tobacco products in fewer than 40 of its approximately 600 U.S. stores, a spokeswoman said.In recent years, Walmart has focused on redesigning existing stores rather than building new ones. The redesign often includes adding more self-checkouts to save money on staffing. “When you had mostly self-checkouts, manned by one or two associates, tobacco became really problematic,” said one of the people familiar with Walmart’s business.At the same time, Walmart aims to build a larger healthcare business. The company is one of the biggest pharmacy chains in the country. It is opening primary-care clinics, hosting wellness days that offer shoppers free health screenings and has administered millions of Covid-19 vaccines. Last year Walmart boughMeMD, a telehealth provider.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010288269,"gmtCreate":1648395427547,"gmtModify":1676534333662,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010288269","repostId":"2221071429","repostType":4,"repost":{"id":"2221071429","pubTimestamp":1648343569,"share":"https://www.laohu8.com/m/news/2221071429?lang=&edition=full","pubTime":"2022-03-27 09:12","market":"us","language":"en","title":"Alphabet Vs. Meta: One Is The Much Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2221071429","media":"seekingalpha","summary":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are fa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f8682b68644fb0e700ccf73bfd598736\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FotoMaximum/iStock via Getty Images</p><p></p><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years.</p><p><b> Alphabet And Meta Returns Since 2013</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c7de1c1120c62c3dad9c49e5d4e5a134\" tg-width=\"640\" tg-height=\"112\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In fact, both have crushed even the red hot Nasdaq during <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad549342543f2ced891f57b6c43bb4fd\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>While the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.</p><p>I&#39;ve bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.</p><p>So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.</p><p>However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.</p><h2>The Challenge Facing Digital Marketers Right Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/a556ac1fd6482c83da2db4af6d5b7540\" tg-width=\"640\" tg-height=\"637\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>eMarketer</p><p></p><p>GOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.</p><p>Both GOOG and FB are losing market share to AMZN because Amazon&#39;s ads are 3X as effective at converting to actual sales.</p><p>That&#39;s because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.</p><p>Apple&#39;s (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.</p><p>This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.</p><p>GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.</p><p>AMZN is the least at risk since it relies far less on cookie tracking than its rivals.</p><p>This kind of business model disruption is part of FB and GOOG&#39;s risk profile, which brings us to our first point of comparison.</p><h2>Long-Term Risk Management: Winner Alphabet</h2><p>How do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.</p><h2>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</h2><ul><li>4 Things You Need To Know To Profit From ESG Investing</li><li>What Investors Need To Know About Company Long-Term Risk Management (Video)</li></ul><p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p><ul><li>ESG is NOT &#34;political or personal ethics based investing&#34;</li><li>it&#39;s total long-term risk management analysis</li></ul><blockquote><i><b>ESG is just normal risk by another name.</b></i><i>&#34; Simon MacMahon, head of ESG and corporate governance research, Sustainalytics&#34; - Morningstar</i></blockquote><blockquote><i>ESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.&#34; - S&amp;P</i></blockquote><p>ESG is a measure of risk, not of ethics, political correctness, or personal opinion.</p><p>S&amp;P, Fitch, Moody&#39;s, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&amp;I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency <b>have been using ESG models in their credit ratings for decades.</b></p><ul><li><b>every credit rating for the last 30 years has included these risk models, you just weren&#39;t aware of it </b></li><li>credit and risk management ratings make up 41% of the DK safety and quality model</li><li>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</li></ul><p>Every major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,</p><ul><li>BlackRock</li><li>MSCI</li><li>JPMorgan</li><li>Wells Fargo</li><li>Bank of America</li><li>Deutsche Bank</li><li>virtually every major financial institution in the world</li></ul><p>We use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.</p><p>For context:</p><ul><li>master list average: 62nd percentile</li><li>dividend kings: 63rd percentile</li><li>dividend aristocrats: 67th percentile</li><li>Ultra SWANs: 71st percentile</li></ul><p>The better a company&#39;s risk management consensus the more likely it will be able to adapt to challenges to its business model, as we&#39;re seeing now with GOOG and FB.</p><h4>Meta Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>26.0%</td><td><p>B Industry Laggard, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>0.7%</td><td><p>32.4/100 High-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>88.9%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>18.0%</td><td><p>Very Poor- Stable Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>50.0%</td><td>Average</td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>30.6%</td><td>Below-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>25.4%</td><td>Poor</td></tr><tr><td><b>Consensus</b></td><td><b>33.7%</b></td><td><p><b>Below-Average (verging on poor) - medium risk</b></p></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>The rating agency consensus is that FB is below-average at managing its risk, verging on poor.</p><p>Now contrast that with GOOG.</p><h4>Alphabet Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>53.0%</td><td><p>BBB Average, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>39.7%</td><td><p>24.3/100 Medium-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>85.88%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>47.0%</td><td><p>Average- Positive Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>100.00%</td><td><p>#1 Industry Leader</p></td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>60.88</td><td>Above-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>100%</td><td><p>#1 Industry Leader, #1 Company In America</p></td></tr><tr><td><b>Consensus</b></td><td><b>64.6%</b></td><td><b>Above-Average - low risk </b></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>GOOG doesn&#39;t just manage its long-term risk better than FB, it&#39;s beating FB by 31%.</p><ul><li>far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business model</li></ul><p>And risk-management isn&#39;t the only factor in which GOOG outshines FB by a wide margin.</p><h2>Overall Quality: Winner, Alphabet</h2><p>The Dividend King&#39;s overall quality scores are based on a 241 point model that includes:</p><ul><li><p>dividend safety</p></li><li><p>balance sheet strength</p></li><li><p>credit ratings</p></li><li><p>credit default swap medium-term bankruptcy risk data</p></li><li><p>short and long-term bankruptcy risk</p></li><li><p>accounting and corporate fraud risk</p></li><li><p>profitability and business model</p></li><li><p>growth consensus estimates</p></li><li><p>management growth guidance</p></li><li><p>historical earnings growth rates</p></li><li><p>historical cash flow growth rates</p></li><li><p>historical dividend growth rates</p></li><li><p>historical sales growth rates</p></li><li><p>cost of capital</p></li><li><p>long-term risk-management scores from MSCI, Morningstar, FactSet, S&amp;P, Reuters&#39;/Refinitiv, and Just Capital</p></li><li><p>management quality</p></li><li><p>dividend friendly corporate culture/income dependability</p></li><li><p>long-term total returns (a Ben Graham sign of quality)</p></li><li><p>analyst consensus long-term return potential</p></li></ul><p>It actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.</p><ul><li><p>credit and risk management ratings make up 41% of the DK safety and quality model</p></li><li><p>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</p></li></ul><p>How do we know that our safety and quality model works well?</p><p>During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.</p><p>That&#39;s because we don&#39;t miss anything important about a company&#39;s fundamental safety and quality.</p><p>So how do GOOG and FB stack up on one of the world&#39;s most comprehensive and accurate safety and quality models?</p><h2>Meta: A Speculative 11/19 Quality Blue-Chip</h2><p><b>Meta Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>FB</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Medium Risk (34th industry percentile risk-management consensus)</td><td>Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk</td><td>2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stock</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>FB</b></td><td><b>67%</b></td><td><b>Average Dependability</b></td><td><b>3</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>FB</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>67%</td><td>3/5 average dependability</td></tr><tr><td><b>Total</b></td><td><b>84%</b></td><td><b>11/13 Speculative Blue-Chip</b></td></tr><tr><td>Risk Rating</td><td><p>2/3 Medium Risk</p></td><td></td></tr><tr><td>2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock</td><td><p>20% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><p>And here&#39;s GOOG.</p><h2>Alphabet: A 13/13 Quality Ultra SWAN</h2><p><b>Alphabet Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>GOOG</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Low Risk (65th industry percentile risk-management consensus)</td><td>AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk</td><td>20% OR LESS Max Risk Cap Recommendation</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>GOOG</b></td><td><b>89%</b></td><td><b>Exceptional Dependability</b></td><td><b>5</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>GOOG</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>89%</td><td>5/5 exceptional</td></tr><tr><td><b>Total</b></td><td><b>95%</b></td><td><b>13/13 Ultra SWAN</b></td></tr><tr><td>Risk Rating</td><td>3/3 Low Risk</td><td></td></tr><tr><td>20% OR LESS Max Risk Cap Rec</td><td><p>5% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><ul><li>Meta: 114th highest quality company on the Masterlist: 78th percentile</li><li>Alphabet: 39th highest quality: 92nd percentile</li></ul><p>Both companies are exceptionally high quality given that our company database is one of the best in the world.</p><p>The DK 500 Master List includes the world&#39;s highest quality companies including:</p><ul><li><p>All dividend champions</p></li><li><p>All dividend aristocrats</p></li><li><p>All dividend kings</p></li><li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li><li><p>All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li><li>48 of the world&#39;s best growth stocks (on its way to 100)</li></ul><p>But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.</p><p>Why is GOOG the hands-down winner in this quality fight with FB?</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Quality Rating (out Of 13)</b></td><td><b>Quality Score (Out Of 100)</b></td><td><b>Dividend/Balance Sheet Safety Rating (out of 5)</b></td><td><b>Safety Score (Out Of 100)</b></td><td><b>Dependability Rating (Out Of 5)</b></td><td><b>Dependability Score (out Of 100)</b></td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></td><td>11 Speculative Blue-Chip</td><td>84%</td><td>5 Very Safe</td><td>100%</td><td>3 average</td><td>67%</td></tr><tr><td>Alphabet</td><td>13 Ultra SWAN</td><td>95%</td><td>5 Very Safe</td><td>100%</td><td>5 exceptional</td><td>89%</td></tr></tbody></table><p><i>(Source: DK Research Terminal)</i></p><p>Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.</p><h4>Alphabet&#39;s Balance Sheet: AA+ Rated By S&amp;P</h4><p></p><p><img src=\"https://static.tigerbbs.com/a13f13c309fa748452dfea0afb27ebdf\" tg-width=\"491\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>GOOG has $140 billion in cash and just $13 billion in debt.</p><p>Its advanced accounting metrics (F, Z, and M-score) are exceptional.</p><ul><li>F-score is a measure of short-term bankruptcy risk</li><li>4+ is safe, 7+ very safe and GOOG&#39;s is 8</li><li>M-score is 84% to 92% accurate at forecasting long-term bankruptcies</li><li>1.81+ is safe, 3+ is very safe and GOOG&#39;s is 13.04</li><li>M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting</li><li>-1.78 or lower is safe and GOOG&#39;s is -2.48</li></ul><h4>Meta&#39;s Balance Sheet: Effectively AAA</h4><p></p><p><img src=\"https://static.tigerbbs.com/68209d14c736c8328e46572200e82060\" tg-width=\"487\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>The only &#34;debt&#34; Meta has is receivables, it actually carries no long-term debt.</p><p>That is why it&#39;s the largest company on earth that doesn&#39;t pay the $500K per year for a credit rating.</p><p>However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I&#39;m highly confident that it would be AAA-rated.</p><ul><li>because it&#39;s literally not possible for FB to default on debt it doesn&#39;t have</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Credit Rating</b></td><td><b>30-Year Bankruptcy Probability</b></td></tr><tr><td>AAA (Meta)</td><td>0.07%</td></tr><tr><td>AA+ (Alphabet)</td><td>0.29%</td></tr><tr><td>AA</td><td>0.51%</td></tr><tr><td>AA-</td><td>0.55%</td></tr><tr><td>A+</td><td>0.60%</td></tr><tr><td>A</td><td>0.66%</td></tr><tr><td>A-</td><td>2.5%</td></tr><tr><td>BBB+</td><td>5%</td></tr><tr><td>BBB</td><td>7.5%</td></tr><tr><td>BBB-</td><td>11%</td></tr><tr><td>BB+</td><td>14%</td></tr><tr><td>BB</td><td>17%</td></tr><tr><td>BB-</td><td>21%</td></tr><tr><td>B+</td><td>25%</td></tr><tr><td>B</td><td>37%</td></tr><tr><td>B-</td><td>45%</td></tr><tr><td>CCC+</td><td>52%</td></tr><tr><td>CCC</td><td>59%</td></tr><tr><td>CCC-</td><td>65%</td></tr><tr><td>CC</td><td>70%</td></tr><tr><td>C</td><td>80%</td></tr><tr><td>D</td><td>100%</td></tr></tbody></table><p><i>(Sources: S&amp;P, University of St. Petersberg)</i></p><p>This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately</p><ul><li>1 in 1,429 for FB</li><li>1 in 345 for GOOG</li></ul><p>And both companies&#39; balance sheets are expected to keep getting stronger over time.</p><p><b>Alphabet: Consensus $441 Billion In Net Cash By 2027 </b></p><p></p><p><img src=\"https://static.tigerbbs.com/76c3a6843c329c2b16d3839e0e124674\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p><b>Meta: Consensus $71 Billion In Net Cash By 2027</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ec44680d5d8318ba8ed74d4b40ae28e9\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>Now let&#39;s consider profitability, Wall Street&#39;s favorite quality proxy.</p><h2>Profitability: Winner, Meta By A Small Amount</h2><p><b>Meta Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/9e2b501a3cd5bb6da5299422362bed67\" tg-width=\"486\" tg-height=\"342\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p><b>Alphabet Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/926a2ab456d218b3ef8cd49552df5565\" tg-width=\"488\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p>Both companies are profit-minting machines.</p><p></p><p><img src=\"https://static.tigerbbs.com/673b7f04eadaf433b4fe704dda171180\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>These are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a1b491d8a76dd73ddc3b2ea13e999c8\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>FB&#39;s free cash flow is expected to keep growing and reach $77 billion in 2027.</p><p>This is expected to result in impressive buybacks in the coming years.</p><ul><li>$219 billion in consensus buybacks through 2027</li><li>38% of shares at current valuations</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/93f9e72220887060384ea19dc975503c\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>GOOG&#39;s annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.</p><ul><li>$380 billion in consensus buybacks through 2027</li><li>21% of shares at current valuations</li></ul><p>Now let&#39;s consider one important profitability metric in particular.</p><p>Return on capital or ROC is Joel Greenblatt&#39;s gold standard proxy for quality and moatiness.</p><p>ROC = pre-tax profit/operating capital (the money it takes to run the business).</p><ul><li>S&amp;P 500&#39;s average in 2021 was 14.6% (average investment pays for itself in 7 years)</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>ROC (Greenblatt)</b></td><td><b>ROC Industry Percentile</b></td><td><b>13-Year Median ROC</b></td><td><b>5-Year ROC Trend (OTC:CAGR)</b></td></tr><tr><td>Meta Platforms</td><td>74%</td><td>65%</td><td>95%</td><td>-16%</td></tr><tr><td>Alphabet</td><td>87%</td><td>67%</td><td>74%</td><td>-7%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In the past year, GOOG&#39;s return on capital was higher than FB&#39;s and it&#39;s also above its 13-year median indicating a more stable moat.</p><p>In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it&#39;s once more the winner.</p><h2>Valuation: Winner, Meta</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Average Fair Value</b></td><td><b>Current Price</b></td><td><b>Discount To Fair Value</b></td><td><b>DK Rating</b></td><td><b>PE 2022</b></td><td><b>PEG 2022</b></td></tr><tr><td>Meta Platforms</td><td>$265.75</td><td>$214.35</td><td>19.6%</td><td>Potentially Reasonable Buy</td><td>17.19</td><td>1.49</td></tr><tr><td>Alphabet</td><td>$3,161.89</td><td>$2,771.92</td><td>12.3%</td><td>Potentially Good Buy</td><td>23.51</td><td>1.67</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.</p><ul><li>20% discount is needed to make FB a potentially good buy given its lower quality and risk profile</li></ul><p>If we back out cash we see that FB is once more the more undervalued company.</p><ul><li>FB EV/EBITDA: 9.5</li><li>GOOG EV/EBITDA: 14.5</li></ul><p>However, both companies are trading at highly attractive valuations.</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>12-Month Consensus Total Return Potential</b></td><td><b>12-Month Fundamentally Justified Upside Total Return Potential</b></td></tr><tr><td>Meta Platforms</td><td>48.47%</td><td>23.98%</td></tr><tr><td>Alphabet</td><td>25.77%</td><td>14.11%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.</p><p>Of course, what happens in the next year doesn&#39;t matter as much as the kind of returns both companies can deliver over the long-term.</p><h2>Long-Term Total Return Potential: Winner, Alphabet</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Yield</b></td><td><b>FactSet Long-Term Consensus Growth Rate</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Risk-Adjusted Expected Return</b></td></tr><tr><td>Meta Platforms</td><td>0.00%</td><td>11.5%</td><td>11.5%</td><td>8.1%</td></tr><tr><td>Alphabet</td><td>0.00%</td><td>14.1%</td><td>14.1%</td><td>9.9%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.</p><table><colgroup></colgroup><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</b></td><td><p><b>10 Year Inflation And Risk-Adjusted Return</b></p></td></tr><tr><td>Europe</td><td>2.6%</td><td>12.8%</td><td>15.4%</td><td>10.7%</td><td>8.6%</td><td>8.4</td><td>2.27</td></tr><tr><td>Value</td><td>2.1%</td><td>12.1%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.3</td><td>2.10</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>14.1%</b></td><td><b>14.1%</b></td><td><b>9.9%</b></td><td><b>7.7%</b></td><td><b>9.4</b></td><td>2.10</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>11.3%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.4</td><td>2.10</td></tr><tr><td>High-Yield + Growth</td><td>1.7%</td><td>11.0%</td><td>12.7%</td><td>8.9%</td><td>6.7%</td><td>10.8</td><td>1.91</td></tr><tr><td>Safe Midstream + Growth</td><td>3.3%</td><td>8.5%</td><td>11.8%</td><td>8.3%</td><td>6.1%</td><td>11.8</td><td>1.80</td></tr><tr><td><b>Meta</b></td><td><b>0.0%</b></td><td><b>11.50%</b></td><td><b>11.5%</b></td><td><b>8.1%</b></td><td><b>5.9%</b></td><td><b>12.3</b></td><td>1.77</td></tr><tr><td>Nasdaq (Growth)</td><td>0.8%</td><td>10.7%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Safe Midstream</td><td>5.5%</td><td>6.0%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Dividend Aristocrats</td><td>2.2%</td><td>8.9%</td><td>11.1%</td><td>7.8%</td><td>5.6%</td><td>12.9</td><td>1.72</td></tr><tr><td>REITs + Growth</td><td>1.8%</td><td>8.9%</td><td>10.6%</td><td>7.4%</td><td>5.2%</td><td>13.7</td><td>1.67</td></tr><tr><td>S&amp;P 500</td><td>1.4%</td><td>8.5%</td><td>9.9%</td><td>7.0%</td><td>4.8%</td><td>15.1</td><td>1.59</td></tr><tr><td>Realty Income</td><td>4.6%</td><td>5.2%</td><td>9.8%</td><td>6.9%</td><td>4.7%</td><td>15.4</td><td>1.58</td></tr><tr><td>Dividend Growth</td><td>1.6%</td><td>8.0%</td><td>9.6%</td><td>6.7%</td><td>4.5%</td><td>15.9</td><td>1.56</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.4%</td><td>16.4</td><td>1.54</td></tr><tr><td>60/40 Retirement Portfolio</td><td>2.1%</td><td>5.1%</td><td>7.2%</td><td>5.1%</td><td>2.9%</td><td>24.9</td><td>1.33</td></tr><tr><td>10-Year US Treasury</td><td>2.3%</td><td>0.0%</td><td>2.3%</td><td>1.6%</td><td>-0.5%</td><td>-131.1</td><td>0.95</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both companies are expected to beat the S&amp;P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.</p><p>What kind of difference does 2.6% per year in potential extra returns actually mean for your life?</p><h4>Inflation-Adjusted Consensus Return Forecast: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.7% CAGR Inflation-Adjusted S&amp;P Consensus</b></td><td><b>11.9% Inflation-Adjusted GOOG Consensus</b></td><td><b>9.3% CAGR Inflation-Adjusted FB Consensus</b></td><td><b>Difference Between Inflation Adjusted GOOG and FB Consensus Returns</b></td></tr><tr><td>5</td><td>$1,449.03</td><td>$1,756.06</td><td>$1,561.34</td><td>$194.71</td></tr><tr><td>10</td><td>$2,099.70</td><td>$3,083.73</td><td>$2,437.79</td><td>$645.95</td></tr><tr><td>15</td><td>$3,042.53</td><td>$5,415.21</td><td>$3,806.22</td><td>$1,608.99</td></tr><tr><td>20</td><td>$4,408.74</td><td>$9,509.42</td><td>$5,942.82</td><td>$3,566.60</td></tr><tr><td>25</td><td>$6,388.41</td><td>$16,699.08</td><td>$9,278.77</td><td>$7,420.31</td></tr><tr><td>30</td><td>$9,257.02</td><td>$29,324.53</td><td>$14,487.34</td><td>$14,837.19</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Inflation-Adjusted GOOG and FB Consensus</b></td></tr><tr><td>5</td><td>1.12</td></tr><tr><td>10</td><td>1.26</td></tr><tr><td>15</td><td>1.42</td></tr><tr><td>20</td><td>1.60</td></tr><tr><td>25</td><td>1.80</td></tr><tr><td>30</td><td>2.02</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In fact, GOOG could potentially double FB&#39;s 30-year returns if both companies grow as analysts currently expect.</p><h2>Short &amp; Medium-Term Total Return Potential: Tie</h2><p><b>Meta 2024 Consensus Return Potential </b></p><p></p><p><img src=\"https://static.tigerbbs.com/5f903c32f63dbb4cfa5efa19492b8a0f\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB growing at 11.5% is worth about 20.5X earnings based on the company&#39;s historical PEG ratio.</p><ul><li>analyst 12-month consensus forecast is for 21.9 PE</li></ul><p>This means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&amp;P 500 is likely to generate.</p><p>What about the next five years?</p><h4>S&amp;P 500 2027 Consensus Return Potential</h4><table><colgroup></colgroup><tbody><tr><td><b>Year</b></td><td><b>Upside Potential By End of That Year</b></td><td><b>Consensus CAGR Return Potential By End of That Year</b></td><td><b>Probability-Weighted Return (Annualized)</b></td><td><p><b>Inflation And Risk-Adjusted Expected Returns</b></p></td></tr><tr><td>2027</td><td>34.75%</td><td>6.15%</td><td>4.61%</td><td>1.27%</td></tr></tbody></table><p><i>(Source: DK S&amp;P 500 Valuation And Total Return Tool)</i></p><p>For context, analysts expect 35% returns from the S&amp;P 500, which adjusted for inflation and risk is 1% compared to the market&#39;s historical 6% to 7% real return.</p><h4><b>Meta 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/66d31fef78452199e2961d8d89d65454\" tg-width=\"275\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB could more than double your money if it grows as analysts expect over the next five years.</p><ul><li>3.2X the S&amp;P 500 consensus</li></ul><h2><b>GOOG 2024 Consensus Return Potential </b></h2><p></p><p><img src=\"https://static.tigerbbs.com/bc664bb22e0ba08e06de0e9bbed286c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>GOOG could deliver 13% annual returns through 2024 if it grows as expected.</p><p>In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.</p><h4><b>GOOG 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/e36d07a6169cb075678d6646bca01679\" tg-width=\"399\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>Thanks to GOOG&#39;s faster growth rate analysts expect both companies to potentially deliver identical returns.</p><ul><li>about 14% annually over the next five years</li><li>also 3.2X better than the S&amp;P 500</li></ul><h2>Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear Winner</h2><p></p><p><img src=\"https://static.tigerbbs.com/5dea4bc19b8951f30e1b2bea40e989b9\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p><img src=\"https://static.tigerbbs.com/507426f09d401e866c66a1f1dd597e4f\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p></p><p>Both Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.</p><ul><li>far superior valuation</li><li>superior quality</li><li>superior long-term return potential to the S&amp;P 500</li></ul><p>However, when we examine both companies in their entirety one fact is clear.</p><ul><li>GOOG is a higher quality company</li><li>GOOG is a faster-growing company (<i>with potentially 2X better long-term return potential than FB</i>)</li><li>GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)</li><li>GOOG has superior return on capital and a more stable moat</li></ul><p>While FB offers superior valuation and potentially double the short-term return potential, it&#39;s a speculative blue-chip currently going through the largest business pivot in the company&#39;s history.</p><p>In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.</p><p>Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that&#39;s why I have it as a core growth position in my correction plan.</p><p>Not just for the next few weeks, but all of 2022 and beyond.</p><p>Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.</p><blockquote>Luck is what happens when preparation meets, opportunity.&#34; - Roman philosopher Seneca the younger</blockquote></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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Meta: One Is The Much Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Vs. Meta: One Is The Much Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4579":"人工智能","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4525":"远程办公概念","BK4507":"流媒体概念","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4524":"宅经济概念","BK4508":"社交媒体","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","BK4573":"虚拟现实"},"source_url":"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2221071429","content_text":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since 2013Portfolio Visualizer PremiumIn fact, both have crushed even the red hot Nasdaq during one of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.YchartsWhile the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.The Challenge Facing Digital Marketers Right NoweMarketerGOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.AMZN is the least at risk since it relies far less on cookie tracking than its rivals.This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.Long-Term Risk Management: Winner AlphabetHow do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk4 Things You Need To Know To Profit From ESG InvestingWhat Investors Need To Know About Company Long-Term Risk Management (Video)Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.ESG is NOT \"political or personal ethics based investing\"it's total long-term risk management analysisESG is just normal risk by another name.\" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics\" - MorningstarESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.\" - S&PESG is a measure of risk, not of ethics, political correctness, or personal opinion.S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency have been using ESG models in their credit ratings for decades.every credit rating for the last 30 years has included these risk models, you just weren't aware of it credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelEvery major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,BlackRockMSCIJPMorganWells FargoBank of AmericaDeutsche Bankvirtually every major financial institution in the worldWe use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.For context:master list average: 62nd percentiledividend kings: 63rd percentiledividend aristocrats: 67th percentileUltra SWANs: 71st percentileThe better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.Meta Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model26.0%B Industry Laggard, Negative TrendMorningstar/Sustainalytics 20 Metric Model0.7%32.4/100 High-RiskReuters'/Refinitiv 500+ Metric Model88.9%GoodS&P 1,000+ Metric Model18.0%Very Poor- Stable TrendJust Capital 19 Metric Model50.0%AverageFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile30.6%Below-AverageJust Capital Global Percentile25.4%PoorConsensus33.7%Below-Average (verging on poor) - medium risk(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)The rating agency consensus is that FB is below-average at managing its risk, verging on poor.Now contrast that with GOOG.Alphabet Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model53.0%BBB Average, Negative TrendMorningstar/Sustainalytics 20 Metric Model39.7%24.3/100 Medium-RiskReuters'/Refinitiv 500+ Metric Model85.88%GoodS&P 1,000+ Metric Model47.0%Average- Positive TrendJust Capital 19 Metric Model100.00%#1 Industry LeaderFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile60.88Above-AverageJust Capital Global Percentile100%#1 Industry Leader, #1 Company In AmericaConsensus64.6%Above-Average - low risk (Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business modelAnd risk-management isn't the only factor in which GOOG outshines FB by a wide margin.Overall Quality: Winner, AlphabetThe Dividend King's overall quality scores are based on a 241 point model that includes:dividend safetybalance sheet strengthcredit ratingscredit default swap medium-term bankruptcy risk datashort and long-term bankruptcy riskaccounting and corporate fraud riskprofitability and business modelgrowth consensus estimatesmanagement growth guidancehistorical earnings growth rateshistorical cash flow growth rateshistorical dividend growth rateshistorical sales growth ratescost of capitallong-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capitalmanagement qualitydividend friendly corporate culture/income dependabilitylong-term total returns (a Ben Graham sign of quality)analyst consensus long-term return potentialIt actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelHow do we know that our safety and quality model works well?During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.That's because we don't miss anything important about a company's fundamental safety and quality.So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?Meta: A Speculative 11/19 Quality Blue-ChipMeta Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%FB100%NANARisk RatingMedium Risk (34th industry percentile risk-management consensus)Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stockLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5FB67%Average Dependability3Overall QualityFBFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability67%3/5 average dependabilityTotal84%11/13 Speculative Blue-ChipRisk Rating2/3 Medium Risk2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock20% Margin of Safety For A Potentially Good BuyAnd here's GOOG.Alphabet: A 13/13 Quality Ultra SWANAlphabet Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%GOOG100%NANARisk RatingLow Risk (65th industry percentile risk-management consensus)AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk20% OR LESS Max Risk Cap RecommendationLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5GOOG89%Exceptional Dependability5Overall QualityGOOGFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability89%5/5 exceptionalTotal95%13/13 Ultra SWANRisk Rating3/3 Low Risk20% OR LESS Max Risk Cap Rec5% Margin of Safety For A Potentially Good BuyMeta: 114th highest quality company on the Masterlist: 78th percentileAlphabet: 39th highest quality: 92nd percentileBoth companies are exceptionally high quality given that our company database is one of the best in the world.The DK 500 Master List includes the world's highest quality companies including:All dividend championsAll dividend aristocratsAll dividend kingsAll global aristocrats (such as BTI, ENB, and NVS)All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)48 of the world's best growth stocks (on its way to 100)But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.Why is GOOG the hands-down winner in this quality fight with FB?CompanyQuality Rating (out Of 13)Quality Score (Out Of 100)Dividend/Balance Sheet Safety Rating (out of 5)Safety Score (Out Of 100)Dependability Rating (Out Of 5)Dependability Score (out Of 100)Meta Platforms11 Speculative Blue-Chip84%5 Very Safe100%3 average67%Alphabet13 Ultra SWAN95%5 Very Safe100%5 exceptional89%(Source: DK Research Terminal)Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.Alphabet's Balance Sheet: AA+ Rated By S&PGuruFocus PremiumGOOG has $140 billion in cash and just $13 billion in debt.Its advanced accounting metrics (F, Z, and M-score) are exceptional.F-score is a measure of short-term bankruptcy risk4+ is safe, 7+ very safe and GOOG's is 8M-score is 84% to 92% accurate at forecasting long-term bankruptcies1.81+ is safe, 3+ is very safe and GOOG's is 13.04M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting-1.78 or lower is safe and GOOG's is -2.48Meta's Balance Sheet: Effectively AAAGuruFocus PremiumThe only \"debt\" Meta has is receivables, it actually carries no long-term debt.That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.because it's literally not possible for FB to default on debt it doesn't haveCredit Rating30-Year Bankruptcy ProbabilityAAA (Meta)0.07%AA+ (Alphabet)0.29%AA0.51%AA-0.55%A+0.60%A0.66%A-2.5%BBB+5%BBB7.5%BBB-11%BB+14%BB17%BB-21%B+25%B37%B-45%CCC+52%CCC59%CCC-65%CC70%C80%D100%(Sources: S&P, University of St. Petersberg)This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately1 in 1,429 for FB1 in 345 for GOOGAnd both companies' balance sheets are expected to keep getting stronger over time.Alphabet: Consensus $441 Billion In Net Cash By 2027 FactSet Research TerminalMeta: Consensus $71 Billion In Net Cash By 2027FactSet Research TerminalNow let's consider profitability, Wall Street's favorite quality proxy.Profitability: Winner, Meta By A Small AmountMeta Profitability Vs PeersGurufocus PremiumAlphabet Profitability Vs PeersGurufocus PremiumBoth companies are profit-minting machines.YchartsThese are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.FactSet Research TerminalFB's free cash flow is expected to keep growing and reach $77 billion in 2027.This is expected to result in impressive buybacks in the coming years.$219 billion in consensus buybacks through 202738% of shares at current valuationsFactSet Research TerminalGOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.$380 billion in consensus buybacks through 202721% of shares at current valuationsNow let's consider one important profitability metric in particular.Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.ROC = pre-tax profit/operating capital (the money it takes to run the business).S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)CompanyROC (Greenblatt)ROC Industry Percentile13-Year Median ROC5-Year ROC Trend (OTC:CAGR)Meta Platforms74%65%95%-16%Alphabet87%67%74%-7%(Source: DK Research Terminal, FactSet)In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.Valuation: Winner, MetaCompanyAverage Fair ValueCurrent PriceDiscount To Fair ValueDK RatingPE 2022PEG 2022Meta Platforms$265.75$214.3519.6%Potentially Reasonable Buy17.191.49Alphabet$3,161.89$2,771.9212.3%Potentially Good Buy23.511.67(Source: DK Research Terminal, FactSet)FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.20% discount is needed to make FB a potentially good buy given its lower quality and risk profileIf we back out cash we see that FB is once more the more undervalued company.FB EV/EBITDA: 9.5GOOG EV/EBITDA: 14.5However, both companies are trading at highly attractive valuations.Company12-Month Consensus Total Return Potential12-Month Fundamentally Justified Upside Total Return PotentialMeta Platforms48.47%23.98%Alphabet25.77%14.11%(Source: DK Research Terminal, FactSet)This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.Long-Term Total Return Potential: Winner, AlphabetCompanyYieldFactSet Long-Term Consensus Growth RateLT Consensus Total Return PotentialRisk-Adjusted Expected ReturnMeta Platforms0.00%11.5%11.5%8.1%Alphabet0.00%14.1%14.1%9.9%(Source: DK Research Terminal, FactSet)GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10 Year Inflation And Risk-Adjusted ReturnEurope2.6%12.8%15.4%10.7%8.6%8.42.27Value2.1%12.1%14.1%9.9%7.7%9.32.10Alphabet0.0%14.1%14.1%9.9%7.7%9.42.10High-Yield2.8%11.3%14.1%9.9%7.7%9.42.10High-Yield + Growth1.7%11.0%12.7%8.9%6.7%10.81.91Safe Midstream + Growth3.3%8.5%11.8%8.3%6.1%11.81.80Meta0.0%11.50%11.5%8.1%5.9%12.31.77Nasdaq (Growth)0.8%10.7%11.5%8.1%5.9%12.31.77Safe Midstream5.5%6.0%11.5%8.1%5.9%12.31.77Dividend Aristocrats2.2%8.9%11.1%7.8%5.6%12.91.72REITs + Growth1.8%8.9%10.6%7.4%5.2%13.71.67S&P 5001.4%8.5%9.9%7.0%4.8%15.11.59Realty Income4.6%5.2%9.8%6.9%4.7%15.41.58Dividend Growth1.6%8.0%9.6%6.7%4.5%15.91.56REITs2.9%6.5%9.4%6.6%4.4%16.41.5460/40 Retirement Portfolio2.1%5.1%7.2%5.1%2.9%24.91.3310-Year US Treasury2.3%0.0%2.3%1.6%-0.5%-131.10.95(Source: Morningstar, FactSet, Ycharts)Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.What kind of difference does 2.6% per year in potential extra returns actually mean for your life?Inflation-Adjusted Consensus Return Forecast: $1,000 Initial InvestmentTime Frame (Years)7.7% CAGR Inflation-Adjusted S&P Consensus11.9% Inflation-Adjusted GOOG Consensus9.3% CAGR Inflation-Adjusted FB ConsensusDifference Between Inflation Adjusted GOOG and FB Consensus Returns5$1,449.03$1,756.06$1,561.34$194.7110$2,099.70$3,083.73$2,437.79$645.9515$3,042.53$5,415.21$3,806.22$1,608.9920$4,408.74$9,509.42$5,942.82$3,566.6025$6,388.41$16,699.08$9,278.77$7,420.3130$9,257.02$29,324.53$14,487.34$14,837.19(Source: Morningstar, FactSet, Ycharts)Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.Time Frame (Years)Ratio Inflation-Adjusted GOOG and FB Consensus51.12101.26151.42201.60251.80302.02(Source: DK Research Terminal, FactSet)In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.Short & Medium-Term Total Return Potential: TieMeta 2024 Consensus Return Potential FAST Graphs, FactSet ResearchFB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.analyst 12-month consensus forecast is for 21.9 PEThis means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.What about the next five years?S&P 500 2027 Consensus Return PotentialYearUpside Potential By End of That YearConsensus CAGR Return Potential By End of That YearProbability-Weighted Return (Annualized)Inflation And Risk-Adjusted Expected Returns202734.75%6.15%4.61%1.27%(Source: DK S&P 500 Valuation And Total Return Tool)For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.Meta 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchFB could more than double your money if it grows as analysts expect over the next five years.3.2X the S&P 500 consensusGOOG 2024 Consensus Return Potential FAST Graphs, FactSet ResearchGOOG could deliver 13% annual returns through 2024 if it grows as expected.In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.GOOG 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchThanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.about 14% annually over the next five yearsalso 3.2X better than the S&P 500Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear WinnerDividend Kings Automated Investment Decision ToolDividend Kings Automated Investment Decision ToolBoth Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.far superior valuationsuperior qualitysuperior long-term return potential to the S&P 500However, when we examine both companies in their entirety one fact is clear.GOOG is a higher quality companyGOOG is a faster-growing company (with potentially 2X better long-term return potential than FB)GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)GOOG has superior return on capital and a more stable moatWhile FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.Not just for the next few weeks, but all of 2022 and beyond.Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.Luck is what happens when preparation meets, opportunity.\" - Roman philosopher Seneca the younger","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010156946,"gmtCreate":1648303227219,"gmtModify":1676534326477,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"What's the possibility of the 50bps hike come May?","listText":"What's the possibility of the 50bps hike come May?","text":"What's the possibility of the 50bps hike come May?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010156946","repostId":"1196027616","repostType":4,"repost":{"id":"1196027616","pubTimestamp":1648255536,"share":"https://www.laohu8.com/m/news/1196027616?lang=&edition=full","pubTime":"2022-03-26 08:45","market":"us","language":"en","title":"Stock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1196027616","media":"MarketWatch","summary":"Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of p","content":"<html><head></head><body><p>Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.</p><p>They don’t always agree on which part of the curve is best to watch though.</p><p>“Yield curve inversion, and flatting, has been at the forefront for everyone,” said Pete Duffy, chief investment officer at Penn Capital Management Company, in Philadelphia, by phone.</p><p>“That’s because the Fed is so active and rates suddenly have gone up so quickly.”</p><p>An inversion of the yield curve happens when rates on longer bonds fall below those of shorter-term debt, a sign that investors think economic woes could lie ahead. Fears of an economic slowdown have been mounting as the Federal Reserve starts to tighten financial conditions while Russia’s Ukraine invasion threatens to keep key drivers of U.S. inflation high.</p><p>Lately, the attention has been on the 10-year Treasury yield TMUBMUSD10Y, 2.478% and shorter 2-year yield, where the spread fell to 13 basis points on Tuesday, up from a high of about 130 basis points five months ago.</p><p>Read: The yield curve is speeding toward inversion — here’s what investors need to know</p><p>But that’s not the only plot on the Treasury yield curve investors closely watch. The Treasury Department sells securities that mature in a range from a few days to 30 years, providing a lot of plots on the curve to follow.</p><p>“The focus has been on the 10s and 2s,” said Mark Heppenstall, chief investment officer at Penn Mutual Asset Management, in Horsham, Penn, a northern suburb of Philadelphia.</p><p>“I will hold out until the 10s to 3-month bills inverts before I turn too negative on the economic outlook,” he said, calling it “the best leading indicator of trouble ahead.”</p><h2>Watch 10-year, 3-month</h2><p>Instead of falling, that spread climbed in March, continuing its path higher since turning negative two years ago at the onset of the pandemic (see chart).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fe28818cd1806ee5afd5519332cf483\" tg-width=\"700\" tg-height=\"579\" width=\"100%\" height=\"auto\"/><span>The 3-month to 10-year yield spread is climbing Bloomberg data, Goelzer Investment Management</span></p><p>“The 3-month Treasury bill really tracks the Federal Reserve’s target rate,” said Gavin Stephens, director of portfolio management at Goelzer Investment Management in Indiana, by phone.</p><p>“So it gives you a more immediate picture of if the Federal Reserve has entered a restrictive state in terms of monetary policy and, thus, giving the possibility that economic growth is going to contract, which would be bad for stocks.”</p><p>Stocks were lower Friday, but with the S&amp;P 500 index SPX, +0.51% and the Nasdaq Composite Index COMP, -0.16% still up about 1.2% on the week. The three major indexes were 4.5% to 10.1% lower so far in 2022, according to FactSet.</p><p>By watching the 10s and 2s TMUBMUSD02Y, 2.280% spread, “You are looking at the expectations of where Fed Reserve interest rate policy is going to be over a period of two years,” Stephens said. “So, effectively, it’s working with a lag.”</p><p>On average, from the time the 10s and 2s curve inverts, until “there’s a recession, it’s almost two years,” he said, predicting that with unemployment recently pegged around 3.8% that, “this curve is going to invert when the economy is really strong.”</p><p>The Federal Reserve Bank of San Francisco also called the 3-month TMUBMUSD03M, 0.535% and 10-year curve relationship its “preferred spread measure because it has the strongest predictive power for future recessions,” such as in 2019, back when the yield curve was more regularly flashing recession warning signs.</p><p>“Did it see COVID coming?” Duffy said, of earlier yield curve inversions.</p><p>A more likely catalyst was that investors already were on a recession watch, with the American economy in its longest expansion period on record.</p><p>“There are a number of these curves that you need to look at in totality,” Duffy said. “We’ve always said look at many signals.”</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>Stock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 08:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.They don’t always agree on which part of the curve is best to watch though.“...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?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":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196027616","content_text":"Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.They don’t always agree on which part of the curve is best to watch though.“Yield curve inversion, and flatting, has been at the forefront for everyone,” said Pete Duffy, chief investment officer at Penn Capital Management Company, in Philadelphia, by phone.“That’s because the Fed is so active and rates suddenly have gone up so quickly.”An inversion of the yield curve happens when rates on longer bonds fall below those of shorter-term debt, a sign that investors think economic woes could lie ahead. Fears of an economic slowdown have been mounting as the Federal Reserve starts to tighten financial conditions while Russia’s Ukraine invasion threatens to keep key drivers of U.S. inflation high.Lately, the attention has been on the 10-year Treasury yield TMUBMUSD10Y, 2.478% and shorter 2-year yield, where the spread fell to 13 basis points on Tuesday, up from a high of about 130 basis points five months ago.Read: The yield curve is speeding toward inversion — here’s what investors need to knowBut that’s not the only plot on the Treasury yield curve investors closely watch. The Treasury Department sells securities that mature in a range from a few days to 30 years, providing a lot of plots on the curve to follow.“The focus has been on the 10s and 2s,” said Mark Heppenstall, chief investment officer at Penn Mutual Asset Management, in Horsham, Penn, a northern suburb of Philadelphia.“I will hold out until the 10s to 3-month bills inverts before I turn too negative on the economic outlook,” he said, calling it “the best leading indicator of trouble ahead.”Watch 10-year, 3-monthInstead of falling, that spread climbed in March, continuing its path higher since turning negative two years ago at the onset of the pandemic (see chart).The 3-month to 10-year yield spread is climbing Bloomberg data, Goelzer Investment Management“The 3-month Treasury bill really tracks the Federal Reserve’s target rate,” said Gavin Stephens, director of portfolio management at Goelzer Investment Management in Indiana, by phone.“So it gives you a more immediate picture of if the Federal Reserve has entered a restrictive state in terms of monetary policy and, thus, giving the possibility that economic growth is going to contract, which would be bad for stocks.”Stocks were lower Friday, but with the S&P 500 index SPX, +0.51% and the Nasdaq Composite Index COMP, -0.16% still up about 1.2% on the week. The three major indexes were 4.5% to 10.1% lower so far in 2022, according to FactSet.By watching the 10s and 2s TMUBMUSD02Y, 2.280% spread, “You are looking at the expectations of where Fed Reserve interest rate policy is going to be over a period of two years,” Stephens said. “So, effectively, it’s working with a lag.”On average, from the time the 10s and 2s curve inverts, until “there’s a recession, it’s almost two years,” he said, predicting that with unemployment recently pegged around 3.8% that, “this curve is going to invert when the economy is really strong.”The Federal Reserve Bank of San Francisco also called the 3-month TMUBMUSD03M, 0.535% and 10-year curve relationship its “preferred spread measure because it has the strongest predictive power for future recessions,” such as in 2019, back when the yield curve was more regularly flashing recession warning signs.“Did it see COVID coming?” Duffy said, of earlier yield curve inversions.A more likely catalyst was that investors already were on a recession watch, with the American economy in its longest expansion period on record.“There are a number of these curves that you need to look at in totality,” Duffy said. “We’ve always said look at many signals.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010018308,"gmtCreate":1648203402297,"gmtModify":1676534316750,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"PayPal has also been down, what's your view?","listText":"PayPal has also been down, what's your view?","text":"PayPal has also been down, what's your view?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9010018308","repostId":"2221907148","repostType":4,"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274713852819","authorId":"3479274713852819","name":"feelond","avatar":"https://static.laohu8.com/picture43","crmLevel":1,"crmLevelSwitch":0},"content":"yep I added more at 117.79 and 118.40. if pull back I will buy more. Scaling in is the key . Shorties will cover in mass like gamestop popped 25% today. Expect PYPL 50% pop in one single day due to solid fundamentals years over years","text":"yep I added more at 117.79 and 118.40. if pull back I will buy more. Scaling in is the key . Shorties will cover in mass like gamestop popped 25% today. Expect PYPL 50% pop in one single day due to solid fundamentals years over years","html":"yep I added more at 117.79 and 118.40. if pull back I will buy more. Scaling in is the key . Shorties will cover in mass like gamestop popped 25% today. Expect PYPL 50% pop in one single day due to solid fundamentals years over years"}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9010018308,"gmtCreate":1648203402297,"gmtModify":1676534316750,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"PayPal has also been down, what's your view?","listText":"PayPal has also been down, what's your view?","text":"PayPal has also been down, what's your view?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/9010018308","repostId":"2221907148","repostType":4,"repost":{"id":"2221907148","pubTimestamp":1648222340,"share":"https://www.laohu8.com/m/news/2221907148?lang=&edition=full","pubTime":"2022-03-25 23:32","market":"us","language":"en","title":"3 Sell-Off Stocks That Could Help Set You Up for Life","url":"https://stock-news.laohu8.com/highlight/detail?id=2221907148","media":"Motley Fool","summary":"Short-term headwinds have crushed these stocks, but my investment thesis for each remains strong.","content":"<html><head></head><body><p>Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.</p><p>Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging, holding for the long term, and reframing sell-offs as opportunities, it is possible to remain optimistic when facing a correction.</p><p>Speaking to this third point, let us look at three heavily sold-off stocks that offer the potential to set you up for life.</p><h2>Pinterest</h2><p>Driven by its mission &#34;to help people discover the things they love, and inspire them to do those things in their daily lives,&#34; idea-incubator <b>Pinterest</b> ( PINS 1.01% ) puts a twist on social media.</p><p>In a world facing mental health concerns related to social media usage, Pinterest flips the script by providing hope and inspiration -- even if it&#39;s only on an aspirational level.</p><p>Perhaps thanks to this unique connection to its user base, the company saw its share price reach a high of almost $89 in 2021.</p><p>However, after reaching that high mark, Pinterest saw its monthly active users (MAUs) drop from 478 million in the first quarter of 2021 to 431 million at the end of the year. This drop, paired with <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>&#39;s abandoned acquisition for around $70 per share, has sent the stock down 70% from its peak.</p><p>So what makes Pinterest interesting now?</p><p>First, the fears around this MAU decline seem overstated, considering it grew from 367 million in 2019 to 459 million the following year thanks to a pandemic-aided surge. Its subsequent decline in 2021 was far from surprising in hindsight as most of the world reopened, temporarily setting apps like Pinterest on the back burner.</p><p>Second, despite this pullback in MAUs, its global average revenue per user (ARPU) of $1.93 continues to shine. Up 23% year over year in the fourth quarter, this metric strengthened with a growing ARPU of $7.43 domestically and an international ARPU that was up 62% to $0.57. As Pinterest continues to roll out its shoppable content and advertising base internationally, look for its massive user base to become increasingly profitable to the company.</p><p>Finally, according to Comparably, Pinterest has a Net Promoter Score (NPS) of +50. NPS is rated on a scale of -100 to +100 and captures whether a company&#39;s customers would recommend the product. Generally, a positive score is good, while anything above +30 is excellent, making Pinterest&#39;s score stand out.</p><p>Best yet for investors, businesses with excellent NPS scores tend to outperform the market thanks to happier customers. As a result of this NPS score, its remaining international growth runway, and a meager price to free cash flow ratio of just 23, buying and holding Pinterest at these prices could move your retirement years ahead of schedule.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</h2><p>Like Pinterest, <b>Zoom Video Communications</b> ( ZM -0.46% ) boasts an excellent NPS of +53 thanks to its suite of hybrid work-enabling products. Famous for its video conferencing software that has become a verb, Zoom is creating new products, its most recent being the Zoom Contact Center.</p><p>This new offering will act as a customer engagement solution for Zoom&#39;s clients and highlights the somewhat quiet growth optionality hidden behind the company&#39;s core video product. Whether it&#39;s the Zoom phone, events, meetings, or rooms, and now its contact center, the company&#39;s unified communications platform is poised to evolve to meet the needs of its ever-expanding customer base.</p><p>However, with decelerating growth rates that saw revenue increase only 21% in the fiscal 2022 fourth quarter -- compared to growth of 369% the same time last year -- Zoom has seen its stock punished.</p><p>Now 70% below its 52-week highs, the market is pricing Zoom like it faces an existential crisis, but that couldn&#39;t be further from the truth. After generating $1.5 billion in free cash flow (FCF) over the last year, Zoom now trades at just 25 times FCF.</p><p><img src=\"https://static.tigerbbs.com/63772091fb610dbbf6b87ec55751eb2e\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Any time a company&#39;s price to free cash flow ratio approaches its sales growth rate as is the case here, it catches my attention as reasonably priced growth.</p><p>Zoom&#39;s promising NPS, product optionality, and cheap FCF generation make it a prime sell-off stock to consider holding forever.</p><h2>DocuSign</h2><p>Rounding out our trio of high NPS stocks is <b>DocuSign</b> ( DOCU 1.84% ) and its excellent score of +53. Led by its popular e-signature product, the company now has its eyes on expanding its broader Agreement Cloud offering.</p><p>This Agreement Cloud consists of four key pillars: prepare, sign, act, and manage. As e-signature is by far DocuSign&#39;s most prominent product, it intends to use a land-and-expand business model to grow its sales.</p><p>After getting its foot in the door with nearly 1.2 million customers thanks to its e-signature product, it now aims to build upon these relationships by offering anything and everything related to the agreement space.</p><p>However, with DocuSign seeing its billings growth drop from 56% in fiscal 2021 to 37% in fiscal 2022, the market has sent the stock&#39;s price downward.</p><p>It has also declined nearly 70% from its 52-week high, but this reaction from the market is starting to look overdone. Despite this slowdown in billings growth, DocuSign still posted 45% revenue growth last year and a good net dollar retention rate of 119% in the latest quarter.</p><p>Net dollar retention measures how much DocuSign&#39;s existing customers grew their spending with anything above 100% showing expansion. As time passes, this metric will be vital to investors as it will highlight how the Agreement Cloud&#39;s growth is faring.</p><p>Trading at 44 times free cash flow, DocuSign is the most expensive stock of this trio -- and the fastest growing. However, with its growth rate above its price to free cash flow, the stock still looks attractively priced after its sell-off and could be an excellent holding for long-term investors.</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 Sell-Off Stocks That Could Help Set You Up for Life</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 Sell-Off Stocks That Could Help Set You Up for Life\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-25 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4525":"远程办公概念","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4505":"高瓴资本持仓","BK4528":"SaaS概念","ZM":"Zoom","PINS":"Pinterest, Inc.","DOCU":"Docusign"},"source_url":"https://www.fool.com/investing/2022/03/24/3-sell-off-stocks-that-could-set-you-up-for-life/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221907148","content_text":"Short-term drops in the market can feel brutal -- even for those keeping a long-term focus.Owning a tech-heavy portfolio that has dropped over 25%, I am no exception. However, by dollar-cost averaging, holding for the long term, and reframing sell-offs as opportunities, it is possible to remain optimistic when facing a correction.Speaking to this third point, let us look at three heavily sold-off stocks that offer the potential to set you up for life.PinterestDriven by its mission \"to help people discover the things they love, and inspire them to do those things in their daily lives,\" idea-incubator Pinterest ( PINS 1.01% ) puts a twist on social media.In a world facing mental health concerns related to social media usage, Pinterest flips the script by providing hope and inspiration -- even if it's only on an aspirational level.Perhaps thanks to this unique connection to its user base, the company saw its share price reach a high of almost $89 in 2021.However, after reaching that high mark, Pinterest saw its monthly active users (MAUs) drop from 478 million in the first quarter of 2021 to 431 million at the end of the year. This drop, paired with PayPal's abandoned acquisition for around $70 per share, has sent the stock down 70% from its peak.So what makes Pinterest interesting now?First, the fears around this MAU decline seem overstated, considering it grew from 367 million in 2019 to 459 million the following year thanks to a pandemic-aided surge. Its subsequent decline in 2021 was far from surprising in hindsight as most of the world reopened, temporarily setting apps like Pinterest on the back burner.Second, despite this pullback in MAUs, its global average revenue per user (ARPU) of $1.93 continues to shine. Up 23% year over year in the fourth quarter, this metric strengthened with a growing ARPU of $7.43 domestically and an international ARPU that was up 62% to $0.57. As Pinterest continues to roll out its shoppable content and advertising base internationally, look for its massive user base to become increasingly profitable to the company.Finally, according to Comparably, Pinterest has a Net Promoter Score (NPS) of +50. NPS is rated on a scale of -100 to +100 and captures whether a company's customers would recommend the product. Generally, a positive score is good, while anything above +30 is excellent, making Pinterest's score stand out.Best yet for investors, businesses with excellent NPS scores tend to outperform the market thanks to happier customers. As a result of this NPS score, its remaining international growth runway, and a meager price to free cash flow ratio of just 23, buying and holding Pinterest at these prices could move your retirement years ahead of schedule.Zoom Video CommunicationsLike Pinterest, Zoom Video Communications ( ZM -0.46% ) boasts an excellent NPS of +53 thanks to its suite of hybrid work-enabling products. Famous for its video conferencing software that has become a verb, Zoom is creating new products, its most recent being the Zoom Contact Center.This new offering will act as a customer engagement solution for Zoom's clients and highlights the somewhat quiet growth optionality hidden behind the company's core video product. Whether it's the Zoom phone, events, meetings, or rooms, and now its contact center, the company's unified communications platform is poised to evolve to meet the needs of its ever-expanding customer base.However, with decelerating growth rates that saw revenue increase only 21% in the fiscal 2022 fourth quarter -- compared to growth of 369% the same time last year -- Zoom has seen its stock punished.Now 70% below its 52-week highs, the market is pricing Zoom like it faces an existential crisis, but that couldn't be further from the truth. After generating $1.5 billion in free cash flow (FCF) over the last year, Zoom now trades at just 25 times FCF.Data by YCharts.Any time a company's price to free cash flow ratio approaches its sales growth rate as is the case here, it catches my attention as reasonably priced growth.Zoom's promising NPS, product optionality, and cheap FCF generation make it a prime sell-off stock to consider holding forever.DocuSignRounding out our trio of high NPS stocks is DocuSign ( DOCU 1.84% ) and its excellent score of +53. Led by its popular e-signature product, the company now has its eyes on expanding its broader Agreement Cloud offering.This Agreement Cloud consists of four key pillars: prepare, sign, act, and manage. As e-signature is by far DocuSign's most prominent product, it intends to use a land-and-expand business model to grow its sales.After getting its foot in the door with nearly 1.2 million customers thanks to its e-signature product, it now aims to build upon these relationships by offering anything and everything related to the agreement space.However, with DocuSign seeing its billings growth drop from 56% in fiscal 2021 to 37% in fiscal 2022, the market has sent the stock's price downward.It has also declined nearly 70% from its 52-week high, but this reaction from the market is starting to look overdone. Despite this slowdown in billings growth, DocuSign still posted 45% revenue growth last year and a good net dollar retention rate of 119% in the latest quarter.Net dollar retention measures how much DocuSign's existing customers grew their spending with anything above 100% showing expansion. As time passes, this metric will be vital to investors as it will highlight how the Agreement Cloud's growth is faring.Trading at 44 times free cash flow, DocuSign is the most expensive stock of this trio -- and the fastest growing. However, with its growth rate above its price to free cash flow, the stock still looks attractively priced after its sell-off and could be an excellent holding for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014400753,"gmtCreate":1649689621930,"gmtModify":1676534551810,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Rise further?","listText":"Rise further?","text":"Rise further?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014400753","repostId":"1128152564","repostType":4,"repost":{"id":"1128152564","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649684888,"share":"https://www.laohu8.com/m/news/1128152564?lang=&edition=full","pubTime":"2022-04-11 21:48","market":"us","language":"en","title":"Veru Stock Rocketed 42% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1128152564","media":"Tiger Newspress","summary":"Veru late-stage trial showed its oral COVID-19 treatment reduced deaths","content":"<html><head></head><body><p>MW <a href=\"https://laohu8.com/S/VERU\">Veru</a>&#39;s stock rockets after oral COVID-19 treatment leads to &#39;statistically meaningful&#39; reduction in deaths.<img src=\"https://static.tigerbbs.com/8bf5ce8f4f5cdd1248f5c19a3298e1f2\" tg-width=\"859\" tg-height=\"665\" width=\"100%\" height=\"auto\"/>Shares of <a href=\"https://laohu8.com/S/VERU\">Veru Inc.</a> rocketed 42% in morning trading Monday, after biopharmaceutical company announced positive results from its Phase 3 trial of its oral COVID-19 treatment.</p><p>Veru said patients hospitalized with moderate to severe COVID-19, who were at high risk for adult respiratory distress syndrome ARDS and death, its oral sabizabulin led to a &#34;clinically and statistically meaningful&#34; 55% reduction in deaths.</p><p>The Independent Data Safety Monitoring Committee &#34;unanimously&#34; recommended the Phase 3 trial be halted early because of efficacy, with no safety concerns identified. Veru&#39;s stock, which had closed at a 16-month low on Friday, has tumbled 26.2% year to date through Friday.</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>Veru Stock Rocketed 42% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVeru Stock Rocketed 42% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-11 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>MW <a href=\"https://laohu8.com/S/VERU\">Veru</a>&#39;s stock rockets after oral COVID-19 treatment leads to &#39;statistically meaningful&#39; reduction in deaths.<img src=\"https://static.tigerbbs.com/8bf5ce8f4f5cdd1248f5c19a3298e1f2\" tg-width=\"859\" tg-height=\"665\" width=\"100%\" height=\"auto\"/>Shares of <a href=\"https://laohu8.com/S/VERU\">Veru Inc.</a> rocketed 42% in morning trading Monday, after biopharmaceutical company announced positive results from its Phase 3 trial of its oral COVID-19 treatment.</p><p>Veru said patients hospitalized with moderate to severe COVID-19, who were at high risk for adult respiratory distress syndrome ARDS and death, its oral sabizabulin led to a &#34;clinically and statistically meaningful&#34; 55% reduction in deaths.</p><p>The Independent Data Safety Monitoring Committee &#34;unanimously&#34; recommended the Phase 3 trial be halted early because of efficacy, with no safety concerns identified. Veru&#39;s stock, which had closed at a 16-month low on Friday, has tumbled 26.2% year to date through Friday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VERU":"Veru Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128152564","content_text":"MW Veru's stock rockets after oral COVID-19 treatment leads to 'statistically meaningful' reduction in deaths.Shares of Veru Inc. rocketed 42% in morning trading Monday, after biopharmaceutical company announced positive results from its Phase 3 trial of its oral COVID-19 treatment.Veru said patients hospitalized with moderate to severe COVID-19, who were at high risk for adult respiratory distress syndrome ARDS and death, its oral sabizabulin led to a \"clinically and statistically meaningful\" 55% reduction in deaths.The Independent Data Safety Monitoring Committee \"unanimously\" recommended the Phase 3 trial be halted early because of efficacy, with no safety concerns identified. Veru's stock, which had closed at a 16-month low on Friday, has tumbled 26.2% year to date through Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010156946,"gmtCreate":1648303227219,"gmtModify":1676534326477,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"What's the possibility of the 50bps hike come May?","listText":"What's the possibility of the 50bps hike come May?","text":"What's the possibility of the 50bps hike come May?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010156946","repostId":"1196027616","repostType":4,"repost":{"id":"1196027616","pubTimestamp":1648255536,"share":"https://www.laohu8.com/m/news/1196027616?lang=&edition=full","pubTime":"2022-03-26 08:45","market":"us","language":"en","title":"Stock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1196027616","media":"MarketWatch","summary":"Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of p","content":"<html><head></head><body><p>Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.</p><p>They don’t always agree on which part of the curve is best to watch though.</p><p>“Yield curve inversion, and flatting, has been at the forefront for everyone,” said Pete Duffy, chief investment officer at Penn Capital Management Company, in Philadelphia, by phone.</p><p>“That’s because the Fed is so active and rates suddenly have gone up so quickly.”</p><p>An inversion of the yield curve happens when rates on longer bonds fall below those of shorter-term debt, a sign that investors think economic woes could lie ahead. Fears of an economic slowdown have been mounting as the Federal Reserve starts to tighten financial conditions while Russia’s Ukraine invasion threatens to keep key drivers of U.S. inflation high.</p><p>Lately, the attention has been on the 10-year Treasury yield TMUBMUSD10Y, 2.478% and shorter 2-year yield, where the spread fell to 13 basis points on Tuesday, up from a high of about 130 basis points five months ago.</p><p>Read: The yield curve is speeding toward inversion — here’s what investors need to know</p><p>But that’s not the only plot on the Treasury yield curve investors closely watch. The Treasury Department sells securities that mature in a range from a few days to 30 years, providing a lot of plots on the curve to follow.</p><p>“The focus has been on the 10s and 2s,” said Mark Heppenstall, chief investment officer at Penn Mutual Asset Management, in Horsham, Penn, a northern suburb of Philadelphia.</p><p>“I will hold out until the 10s to 3-month bills inverts before I turn too negative on the economic outlook,” he said, calling it “the best leading indicator of trouble ahead.”</p><h2>Watch 10-year, 3-month</h2><p>Instead of falling, that spread climbed in March, continuing its path higher since turning negative two years ago at the onset of the pandemic (see chart).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fe28818cd1806ee5afd5519332cf483\" tg-width=\"700\" tg-height=\"579\" width=\"100%\" height=\"auto\"/><span>The 3-month to 10-year yield spread is climbing Bloomberg data, Goelzer Investment Management</span></p><p>“The 3-month Treasury bill really tracks the Federal Reserve’s target rate,” said Gavin Stephens, director of portfolio management at Goelzer Investment Management in Indiana, by phone.</p><p>“So it gives you a more immediate picture of if the Federal Reserve has entered a restrictive state in terms of monetary policy and, thus, giving the possibility that economic growth is going to contract, which would be bad for stocks.”</p><p>Stocks were lower Friday, but with the S&amp;P 500 index SPX, +0.51% and the Nasdaq Composite Index COMP, -0.16% still up about 1.2% on the week. The three major indexes were 4.5% to 10.1% lower so far in 2022, according to FactSet.</p><p>By watching the 10s and 2s TMUBMUSD02Y, 2.280% spread, “You are looking at the expectations of where Fed Reserve interest rate policy is going to be over a period of two years,” Stephens said. “So, effectively, it’s working with a lag.”</p><p>On average, from the time the 10s and 2s curve inverts, until “there’s a recession, it’s almost two years,” he said, predicting that with unemployment recently pegged around 3.8% that, “this curve is going to invert when the economy is really strong.”</p><p>The Federal Reserve Bank of San Francisco also called the 3-month TMUBMUSD03M, 0.535% and 10-year curve relationship its “preferred spread measure because it has the strongest predictive power for future recessions,” such as in 2019, back when the yield curve was more regularly flashing recession warning signs.</p><p>“Did it see COVID coming?” Duffy said, of earlier yield curve inversions.</p><p>A more likely catalyst was that investors already were on a recession watch, with the American economy in its longest expansion period on record.</p><p>“There are a number of these curves that you need to look at in totality,” Duffy said. “We’ve always said look at many signals.”</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>Stock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"</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\">\nStock-Market Investors Should Watch the \"Best Leading Indicator of Trouble Ahead\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 08:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.They don’t always agree on which part of the curve is best to watch though.“...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?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":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/why-this-part-of-the-treasury-yield-curve-may-be-the-best-leading-indicator-of-trouble-ahead-11648210025?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196027616","content_text":"Investors have been watching the U.S. Treasury yield curve for inversions, a reliable predictor of past economic downturns.They don’t always agree on which part of the curve is best to watch though.“Yield curve inversion, and flatting, has been at the forefront for everyone,” said Pete Duffy, chief investment officer at Penn Capital Management Company, in Philadelphia, by phone.“That’s because the Fed is so active and rates suddenly have gone up so quickly.”An inversion of the yield curve happens when rates on longer bonds fall below those of shorter-term debt, a sign that investors think economic woes could lie ahead. Fears of an economic slowdown have been mounting as the Federal Reserve starts to tighten financial conditions while Russia’s Ukraine invasion threatens to keep key drivers of U.S. inflation high.Lately, the attention has been on the 10-year Treasury yield TMUBMUSD10Y, 2.478% and shorter 2-year yield, where the spread fell to 13 basis points on Tuesday, up from a high of about 130 basis points five months ago.Read: The yield curve is speeding toward inversion — here’s what investors need to knowBut that’s not the only plot on the Treasury yield curve investors closely watch. The Treasury Department sells securities that mature in a range from a few days to 30 years, providing a lot of plots on the curve to follow.“The focus has been on the 10s and 2s,” said Mark Heppenstall, chief investment officer at Penn Mutual Asset Management, in Horsham, Penn, a northern suburb of Philadelphia.“I will hold out until the 10s to 3-month bills inverts before I turn too negative on the economic outlook,” he said, calling it “the best leading indicator of trouble ahead.”Watch 10-year, 3-monthInstead of falling, that spread climbed in March, continuing its path higher since turning negative two years ago at the onset of the pandemic (see chart).The 3-month to 10-year yield spread is climbing Bloomberg data, Goelzer Investment Management“The 3-month Treasury bill really tracks the Federal Reserve’s target rate,” said Gavin Stephens, director of portfolio management at Goelzer Investment Management in Indiana, by phone.“So it gives you a more immediate picture of if the Federal Reserve has entered a restrictive state in terms of monetary policy and, thus, giving the possibility that economic growth is going to contract, which would be bad for stocks.”Stocks were lower Friday, but with the S&P 500 index SPX, +0.51% and the Nasdaq Composite Index COMP, -0.16% still up about 1.2% on the week. The three major indexes were 4.5% to 10.1% lower so far in 2022, according to FactSet.By watching the 10s and 2s TMUBMUSD02Y, 2.280% spread, “You are looking at the expectations of where Fed Reserve interest rate policy is going to be over a period of two years,” Stephens said. “So, effectively, it’s working with a lag.”On average, from the time the 10s and 2s curve inverts, until “there’s a recession, it’s almost two years,” he said, predicting that with unemployment recently pegged around 3.8% that, “this curve is going to invert when the economy is really strong.”The Federal Reserve Bank of San Francisco also called the 3-month TMUBMUSD03M, 0.535% and 10-year curve relationship its “preferred spread measure because it has the strongest predictive power for future recessions,” such as in 2019, back when the yield curve was more regularly flashing recession warning signs.“Did it see COVID coming?” Duffy said, of earlier yield curve inversions.A more likely catalyst was that investors already were on a recession watch, with the American economy in its longest expansion period on record.“There are a number of these curves that you need to look at in totality,” Duffy said. “We’ve always said look at many signals.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019895435,"gmtCreate":1648568910425,"gmtModify":1676534355679,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Front loading will probably create more uncertainty &amp; volatility...","listText":"Front loading will probably create more uncertainty &amp; volatility...","text":"Front loading will probably create more uncertainty & volatility...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019895435","repostId":"1145232829","repostType":4,"repost":{"id":"1145232829","pubTimestamp":1648567847,"share":"https://www.laohu8.com/m/news/1145232829?lang=&edition=full","pubTime":"2022-03-29 23:30","market":"us","language":"en","title":"Fed’s Harker Says He Is Looking For ‘Methodical’ Hikes This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1145232829","media":"Bloomberg","summary":"Philadelphia Fed chief sees asset holdings being reduced soonSays he’s worried inflation expectation","content":"<html><head></head><body><ul><li>Philadelphia Fed chief sees asset holdings being reduced soon</li><li>Says he’s worried inflation expectations could become unmoored</li></ul><p>Philadelphia Federal Reserve Bank President Patrick Harker said he expects a series of “deliberate, methodical” increases in the benchmark federal funds rate this year while reduction in the U.S. central bank’s holdings of Treasuries and mortgage-backed securities will begin soon.</p><p>“The bottom line is that generous fiscal policies, supply chain disruptions, and accommodative monetary policy have pushed inflation far higher than I -- and my colleagues on the FOMC -- are comfortable with,” Harker said Tuesday, referring to the policy-setting Federal Open Market Committee. “I’m also worried that inflation expectations could become unmoored,” he added in remarks prepared for an event hosted by the Center for Financial Stability in New York.</p><p>Harker is voting as an alternative member of the FOMC in the place of the Boston Fed, which is currently without a president. Its new leader, University of Michigan economist Susan Collins, will take up the post on July 1.</p><p>Fed officials raised their benchmark lending rate off zero this month with a quarter-point increase. Since then, several policy makers have said they are open to hiking by a more aggressive half point at their May 3-4 meeting, including Chair Jerome Powell, if necessary to bring price pressures under control.</p><p>Investors have subsequently increased their bets on the pace of policy tightening, with interest-rate futures pricing in more than eight additional quarter-point increases over the remaining six policy meetings this year, implying that some will be half-point moves.</p><p>Harker implied that he was not currently in favor of front-loading rate increases, noting that he expects “a series of deliberate, methodical hikes as the year continues and the data evolve.”</p><p>He said the economy will post another above-trend growth rate of around 3% to 3.5% this year before falling back to trend of around 2% to 2.5% in the next few years. He said inflation will rise 4% this year before falling back toward the 2% target over the next two years.</p><p>U.S. central bankers have pivoted to a more aggressive posture on raising interest rates following Russia’s invasion of Ukraine, which is putting upward pressure on food and energy costs at a time when inflation is already at a 40-year high. The Fed’s preferred price measure rose 6.1% for the 12-month period ending January, triple its 2% target.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Harker Says He Is Looking For ‘Methodical’ Hikes This Year</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\">\nFed’s Harker Says He Is Looking For ‘Methodical’ Hikes This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-29 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-03-29/fed-s-harker-says-he-is-looking-for-methodical-hikes-this-year?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Philadelphia Fed chief sees asset holdings being reduced soonSays he’s worried inflation expectations could become unmooredPhiladelphia Federal Reserve Bank President Patrick Harker said he expects a ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-03-29/fed-s-harker-says-he-is-looking-for-methodical-hikes-this-year?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-03-29/fed-s-harker-says-he-is-looking-for-methodical-hikes-this-year?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145232829","content_text":"Philadelphia Fed chief sees asset holdings being reduced soonSays he’s worried inflation expectations could become unmooredPhiladelphia Federal Reserve Bank President Patrick Harker said he expects a series of “deliberate, methodical” increases in the benchmark federal funds rate this year while reduction in the U.S. central bank’s holdings of Treasuries and mortgage-backed securities will begin soon.“The bottom line is that generous fiscal policies, supply chain disruptions, and accommodative monetary policy have pushed inflation far higher than I -- and my colleagues on the FOMC -- are comfortable with,” Harker said Tuesday, referring to the policy-setting Federal Open Market Committee. “I’m also worried that inflation expectations could become unmoored,” he added in remarks prepared for an event hosted by the Center for Financial Stability in New York.Harker is voting as an alternative member of the FOMC in the place of the Boston Fed, which is currently without a president. Its new leader, University of Michigan economist Susan Collins, will take up the post on July 1.Fed officials raised their benchmark lending rate off zero this month with a quarter-point increase. Since then, several policy makers have said they are open to hiking by a more aggressive half point at their May 3-4 meeting, including Chair Jerome Powell, if necessary to bring price pressures under control.Investors have subsequently increased their bets on the pace of policy tightening, with interest-rate futures pricing in more than eight additional quarter-point increases over the remaining six policy meetings this year, implying that some will be half-point moves.Harker implied that he was not currently in favor of front-loading rate increases, noting that he expects “a series of deliberate, methodical hikes as the year continues and the data evolve.”He said the economy will post another above-trend growth rate of around 3% to 3.5% this year before falling back to trend of around 2% to 2.5% in the next few years. He said inflation will rise 4% this year before falling back toward the 2% target over the next two years.U.S. central bankers have pivoted to a more aggressive posture on raising interest rates following Russia’s invasion of Ukraine, which is putting upward pressure on food and energy costs at a time when inflation is already at a 40-year high. The Fed’s preferred price measure rose 6.1% for the 12-month period ending January, triple its 2% target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060599399,"gmtCreate":1651160605729,"gmtModify":1676534861675,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"How does Visa compare with MasterCard?","listText":"How does Visa compare with MasterCard?","text":"How does Visa compare with MasterCard?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060599399","repostId":"2230611412","repostType":4,"repost":{"id":"2230611412","pubTimestamp":1651149968,"share":"https://www.laohu8.com/m/news/2230611412?lang=&edition=full","pubTime":"2022-04-28 20:46","market":"us","language":"en","title":"3 Stocks That Could Be Worth More Than Tesla by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2230611412","media":"Motley Fool","summary":"These proven winners could surpass electric vehicle (EV) kingpin Tesla within eight years.","content":"<html><head></head><body><p>The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today&#39;s largest publicly traded companies are unlikely to retain their pedestal position for a significant length of time.</p><p>As an example, just one of the 10 largest publicly traded companies in 1999 is still in the top 10 (<b>Microsoft</b>). Meanwhile, previous giants like <b>Intel</b>, <b>Nokia</b>, and <b>American International Group</b> have fallen far down the pecking order, in terms of market cap.</p><p>Chances are that electric vehicle (EV) kingpin <b>Tesla</b> will also be dethroned as one of the world&#39;s largest publicly traded companies.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fsearching-for-stocks-with-magnifying-glass-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"462\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Tesla is the fifth-largest publicly traded stock... for now</h2><p>As of the closing bell last week, a single share of Tesla would set an investor back more than $1,000, which equates to a hearty market cap of $1.04 trillion. That makes Tesla the fifth-largest publicly traded company in the U.S., and only the sixth to ever reach the $1 trillion valuation plateau.</p><p>There are certainly valid reasons why Tesla&#39;s shares have skyrocketed over the past decade. For instance, it&#39;s the first automaker in over five decades that built itself from the ground up and reached mass production. In the first quarter, Tesla produced more than 305,000 EVs and delivered just north of 310,000 EVs. That puts it on track to easily surpass 1 million EVs produced and delivered in 2022.</p><p>To add to this point, Tesla&#39;s first-quarter operating results featured its largest quarterly profit in history. Despite supply chain challenges, Tesla generated $3.32 billion in net income in Q1 2022, which was a 658% improvement from the prior-year period.</p><p>But there are also plenty of reasons to believe Tesla&#39;s market cap, which is equal to most auto stocks on a <i>combined basis</i>, is due for a reversion. Although the company has been riding competitive advantages with regard to production, power, range, and battery capacity, competition is beginning to catch up. For instance, a handful of EVs offer better range than Tesla&#39;s flagship sedans (the Model 3 and Model S).</p><p>Another point of concern is CEO Elon Musk. While there&#39;s no question he&#39;s a visionary, he&#39;s also an unwanted distraction at times. Musk has a habit of overpromising and under-delivering when it comes to the launch of new technology or new EVs, and his side projects arguably get in the way of overseeing Tesla&#39;s operations.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2F17171920167_b5afce5167_k.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Berkshire Hathaway CEO, Warren Buffett. Image source: The Motley Fool.</span></p><h2>These stocks could surpass Tesla over the next eight years</h2><p>In other words, there&#39;s a very real chance Tesla&#39;s valuation could deflate by 2030 and other publicly traded stocks could surpass it. What follows are three stocks that could be worth more than Tesla by the turn of the decade.</p><h2>The logical choice: Berkshire Hathaway</h2><p>The no-brainer choice to surpass Tesla in market cap by (or well before) 2030 is Warren Buffett&#39;s conglomerate, <b>Berkshire Hathaway</b>. Berkshire would need to gain about $300 billion in market cap to catch Tesla, as of this past weekend.</p><p>Historically, Buffett&#39;s company has been virtually unstoppable. Even though Berkshire Hathaway doesn&#39;t increase in value every year, Buffett has overseen an average annual return of better than 20% since taking the helm as CEO in 1965. Put another way, shareholders have doubled their money holding Berkshire Hathaway stock, on average, every 3.6 years for close to six decades.</p><p>One of the key reasons Berkshire Hathaway is such a success -- aside from being led by Warren Buffett -- is due to its investment portfolio being packed with cyclical companies. Cyclical businesses perform well when the U.S. and global economy are expanding and struggle when recessions arise. The thing is, recessions typically last for a few months or a couple of quarters, whereas economic expansions are often measured in years. Buffett and his investing team are playing a simple numbers game where patience is the not-so-secret ingredient to wealth-building.</p><p>Berkshire Hathaway is also raking in passive income. This year alone, Buffett&#39;s company is on pace to collect well north of $5 billion in dividend income. Over $4 billion in payouts will come from just a half-dozen holdings. This dividend income allows Berkshire to thrive in virtually any economic environment.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fcredit-card-credit-score-debt-consumption-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"531\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>If everything went just right: <a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>A second well-known stock that has all the tools necessary to surpass Tesla&#39;s market cap, but would need things to continue to go its way, is payment processor <b>Visa</b>. To leapfrog Tesla, Visa must make up a nearly $590 billion valuation gap.</p><p>Arguably the biggest challenge is going to be the emergence of blockchain technology, as well as the rise of digital payment platforms. Blockchain offers a way to circumvent banks and financial institutions to process payments quickly and cheaply. Visa is a payment processor on traditional merchant networks and will need payments to continue to flow through those channels if it&#39;s to have any chance of surpassing Tesla&#39;s market cap.</p><p>Similar to Berkshire Hathaway, Visa benefits from the cyclical nature of financial stocks. Since economic expansions last disproportionately longer than contractions and recessions, Visa spends most of its time benefiting from an increase in consumer and enterprise spending. In the U.S., the largest market for consumption in the world, Visa holds a 54% share of credit card network purchase volume, as of 2020.</p><p>Additionally, Visa acts purely as a payment processor and not a lender. Although lending would generate net interest income and fee revenue, it would also expose Visa to loan delinquencies during recessions. Since there&#39;s no loan exposure, there&#39;s no need for the company to set aside capital to cover possible losses during recessions. This is a big reason why Visa&#39;s profit margin is consistently above 50%.</p><p>With the majority of global transactions still being conducted in cash, Visa&#39;s growth runway remains robust.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675971%2Fsemiconductor-chip-equipment-5g-electronics-fab-wafer-manufacturing-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>The long shot: Broadcom</h2><p>Lastly, the long shot of the group to surpass Tesla&#39;s market cap by 2030 is semiconductor solutions company <b>Broadcom</b>. With a market cap of $240 billion, Broadcom would need to more than quadruple just to catch Tesla at its current valuation.</p><p>The reason I&#39;ve classified Broadcom as a &#34;long shot&#34; is the cyclical nature of the semiconductor industry. Even though periods of expansion handily outlast contractions and recessions, Wall Street has typically kept a low ceiling on price-to-earnings multiples for large chipmakers.</p><p>On the other hand, there are multiple avenues for Broadcom to generate high-single-digit to low-double-digit annual sales growth throughout the decade. Currently, it generates the bulk of its revenue from wireless chips and assorted solutions used in next-generation smartphones. Telecom companies upgrading wireless infrastructure to 5G should lead to a multiyear device replacement cycle that keeps demand and pricing power high for Broadcom&#39;s smartphone solutions.</p><p>However, it&#39;s the company&#39;s ancillary opportunities that could hold the key to surpassing Tesla. For example, Broadcom supplies connectivity and access chips used in data centers. With businesses shifting their data and that of their clients into the cloud at an accelerated pace in the wake of the pandemic, data center demand shouldn&#39;t slow anytime soon. Broadcom supplies chips used in next-gen vehicles, too.</p><p>A final factor working in Broadcom&#39;s favor is its historically high backlog of $14.9 billion. This is a company that&#39;s booking production well into 2023, according to CEO Hock Tan. If Broadcom can maintain a large backlog of orders, its operating cash flow and valuation can steadily increase.</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 Stocks That Could Be Worth More Than Tesla by 2030</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 Stocks That Could Be Worth More Than Tesla by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 20:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today's largest publicly traded companies are unlikely to retain their...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4555":"新能源车","AVGO":"博通","BRK.A":"伯克希尔","TSLA":"特斯拉","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BRK.B":"伯克希尔B","V":"Visa","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/04/28/3-stocks-could-be-worth-more-than-tesla-by-2030/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230611412","content_text":"The stock market is more dynamic than you probably realize. History has consistently shown that, due to innovation and execution, today's largest publicly traded companies are unlikely to retain their pedestal position for a significant length of time.As an example, just one of the 10 largest publicly traded companies in 1999 is still in the top 10 (Microsoft). Meanwhile, previous giants like Intel, Nokia, and American International Group have fallen far down the pecking order, in terms of market cap.Chances are that electric vehicle (EV) kingpin Tesla will also be dethroned as one of the world's largest publicly traded companies.Image source: Getty Images.Tesla is the fifth-largest publicly traded stock... for nowAs of the closing bell last week, a single share of Tesla would set an investor back more than $1,000, which equates to a hearty market cap of $1.04 trillion. That makes Tesla the fifth-largest publicly traded company in the U.S., and only the sixth to ever reach the $1 trillion valuation plateau.There are certainly valid reasons why Tesla's shares have skyrocketed over the past decade. For instance, it's the first automaker in over five decades that built itself from the ground up and reached mass production. In the first quarter, Tesla produced more than 305,000 EVs and delivered just north of 310,000 EVs. That puts it on track to easily surpass 1 million EVs produced and delivered in 2022.To add to this point, Tesla's first-quarter operating results featured its largest quarterly profit in history. Despite supply chain challenges, Tesla generated $3.32 billion in net income in Q1 2022, which was a 658% improvement from the prior-year period.But there are also plenty of reasons to believe Tesla's market cap, which is equal to most auto stocks on a combined basis, is due for a reversion. Although the company has been riding competitive advantages with regard to production, power, range, and battery capacity, competition is beginning to catch up. For instance, a handful of EVs offer better range than Tesla's flagship sedans (the Model 3 and Model S).Another point of concern is CEO Elon Musk. While there's no question he's a visionary, he's also an unwanted distraction at times. Musk has a habit of overpromising and under-delivering when it comes to the launch of new technology or new EVs, and his side projects arguably get in the way of overseeing Tesla's operations.Berkshire Hathaway CEO, Warren Buffett. Image source: The Motley Fool.These stocks could surpass Tesla over the next eight yearsIn other words, there's a very real chance Tesla's valuation could deflate by 2030 and other publicly traded stocks could surpass it. What follows are three stocks that could be worth more than Tesla by the turn of the decade.The logical choice: Berkshire HathawayThe no-brainer choice to surpass Tesla in market cap by (or well before) 2030 is Warren Buffett's conglomerate, Berkshire Hathaway. Berkshire would need to gain about $300 billion in market cap to catch Tesla, as of this past weekend.Historically, Buffett's company has been virtually unstoppable. Even though Berkshire Hathaway doesn't increase in value every year, Buffett has overseen an average annual return of better than 20% since taking the helm as CEO in 1965. Put another way, shareholders have doubled their money holding Berkshire Hathaway stock, on average, every 3.6 years for close to six decades.One of the key reasons Berkshire Hathaway is such a success -- aside from being led by Warren Buffett -- is due to its investment portfolio being packed with cyclical companies. Cyclical businesses perform well when the U.S. and global economy are expanding and struggle when recessions arise. The thing is, recessions typically last for a few months or a couple of quarters, whereas economic expansions are often measured in years. Buffett and his investing team are playing a simple numbers game where patience is the not-so-secret ingredient to wealth-building.Berkshire Hathaway is also raking in passive income. This year alone, Buffett's company is on pace to collect well north of $5 billion in dividend income. Over $4 billion in payouts will come from just a half-dozen holdings. This dividend income allows Berkshire to thrive in virtually any economic environment.Image source: Getty Images.If everything went just right: VisaA second well-known stock that has all the tools necessary to surpass Tesla's market cap, but would need things to continue to go its way, is payment processor Visa. To leapfrog Tesla, Visa must make up a nearly $590 billion valuation gap.Arguably the biggest challenge is going to be the emergence of blockchain technology, as well as the rise of digital payment platforms. Blockchain offers a way to circumvent banks and financial institutions to process payments quickly and cheaply. Visa is a payment processor on traditional merchant networks and will need payments to continue to flow through those channels if it's to have any chance of surpassing Tesla's market cap.Similar to Berkshire Hathaway, Visa benefits from the cyclical nature of financial stocks. Since economic expansions last disproportionately longer than contractions and recessions, Visa spends most of its time benefiting from an increase in consumer and enterprise spending. In the U.S., the largest market for consumption in the world, Visa holds a 54% share of credit card network purchase volume, as of 2020.Additionally, Visa acts purely as a payment processor and not a lender. Although lending would generate net interest income and fee revenue, it would also expose Visa to loan delinquencies during recessions. Since there's no loan exposure, there's no need for the company to set aside capital to cover possible losses during recessions. This is a big reason why Visa's profit margin is consistently above 50%.With the majority of global transactions still being conducted in cash, Visa's growth runway remains robust.Image source: Getty Images.The long shot: BroadcomLastly, the long shot of the group to surpass Tesla's market cap by 2030 is semiconductor solutions company Broadcom. With a market cap of $240 billion, Broadcom would need to more than quadruple just to catch Tesla at its current valuation.The reason I've classified Broadcom as a \"long shot\" is the cyclical nature of the semiconductor industry. Even though periods of expansion handily outlast contractions and recessions, Wall Street has typically kept a low ceiling on price-to-earnings multiples for large chipmakers.On the other hand, there are multiple avenues for Broadcom to generate high-single-digit to low-double-digit annual sales growth throughout the decade. Currently, it generates the bulk of its revenue from wireless chips and assorted solutions used in next-generation smartphones. Telecom companies upgrading wireless infrastructure to 5G should lead to a multiyear device replacement cycle that keeps demand and pricing power high for Broadcom's smartphone solutions.However, it's the company's ancillary opportunities that could hold the key to surpassing Tesla. For example, Broadcom supplies connectivity and access chips used in data centers. With businesses shifting their data and that of their clients into the cloud at an accelerated pace in the wake of the pandemic, data center demand shouldn't slow anytime soon. Broadcom supplies chips used in next-gen vehicles, too.A final factor working in Broadcom's favor is its historically high backlog of $14.9 billion. This is a company that's booking production well into 2023, according to CEO Hock Tan. If Broadcom can maintain a large backlog of orders, its operating cash flow and valuation can steadily increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087838191,"gmtCreate":1650984217444,"gmtModify":1676534827551,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Stock selection is key during this period of time.","listText":"Stock selection is key during this period of time.","text":"Stock selection is key during this period of time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9087838191","repostId":"2230462101","repostType":4,"repost":{"id":"2230462101","pubTimestamp":1650958471,"share":"https://www.laohu8.com/m/news/2230462101?lang=&edition=full","pubTime":"2022-04-26 15:34","market":"us","language":"en","title":"Why Bear Markets Can Help You Create Life-Changing Wealth","url":"https://stock-news.laohu8.com/highlight/detail?id=2230462101","media":"Motley Fool","summary":"There's a good chance a bear market helps you more than it hurts you.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Almost everyone loses in the short-term during a bear market.</li><li>But if you are patient enough to invest in the years following a bear market, you could benefit from buying stocks on sale.</li><li>Unemployment is low and real wages are rising for the lower class.</li></ul><p>Bear markets are periods of time when the stock market is down 20% or more from its all-time high. The <b>Nasdaq Composite</b> was briefly in a bear market earlier this year, while the <b>S&amp;P 500</b> entered a correction, which is a drawdown of 10% or more from the high. But the Nasdaq Composite and the S&amp;P 500 were both in a bear market in spring 2020, fall 2018, and, of course, during the 2008 financial crisis.</p><p>Bear markets can be stressful and nerve-racking. But over time, there&#39;s a very good chance that you could benefit from a bear market. Here&#39;s why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78976243dc56a69873e740586860688a\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>What does a bear market really mean?</b></p><p>Bear markets simply mean that equity values are plunging, so they only really hurt people with substantial assets. It&#39;s a simple concept -- so simple, in fact, that we often forget that bear markets impact wealthy people a lot more than the middle class or young investors. The stat that may really shock you is that the wealthiest 10% of Americans own -- wait for it -- 89% of the U.S. stock market.</p><p>The American middle class has most of their net worth in their homes. And if a middle-class family doesn&#39;t plan on moving anytime soon, then it&#39;s O.K. if the property value slips -- especially after the surge in home prices we&#39;ve seen over the last two years.</p><p>As a gross generalization, a bear market is going to negatively impact retirees, net spenders, and anyone in the asset distribution phase. However, a bear market could help first-time homebuyers, those looking to make big purchases (such as a new car), anyone that is a net saver, and anyone that is in the asset accumulation phase of their life.</p><p><b>But what about the real economy?</b></p><p>Granted, bear markets can also come during times of widespread economic hardship, such as rising unemployment. But according to the March 2022 Bureau of Labor Statistics report, the U.S. unemployment rate is currently 3.6%, which is tied with 2019 for the lowest level since 1969.</p><p>What&#39;s more, U.S. workers in the bottom 30% of income earners have seen their real wages rise, while those in the top 70% have seen rises in nominal wages but negative real wage changes due to inflation.</p><p>With income on the rise and unemployment near record lows, it seems as though the lower and middle class stand to benefit the most from a bear market.</p><p><b>Nerves of steel</b></p><p>It&#39;s no secret that bear markets have historically been some of the best times to buy assets. The Dot-com bubble in the early 2000s wiped trillions of dollars in equity value off the market. Those that could buy and hold stocks like <b>Amazon</b>,<b>Microsoft</b>, or <b>Google</b> after the crash would go on to unlock some of the best returns in stock market history. The same thing goes for the 2008 financial crisis.</p><p>Everyone knows in hindsight that stocks like Amazon were great buys. But what you may not know is that in November 2001 Amazon stock was, at its worst, down 93% from its all-time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2018f0b296637c68e2023c92e3fe6aed\" tg-width=\"720\" tg-height=\"465\" width=\"100%\" height=\"auto\"/><span>AMZN DATA BY YCHARTS</span></p><p>Imagine a stock in your portfolio going down 93% and then becoming one of the most valuable companies in the world 20 years later. It&#39;s a level of volatility that most investors simply can&#39;t handle. And that&#39;s why buying and holding stocks over the long-term is an incredible strategy, but also one of the hardest to execute.</p><p><b>Years of benefits</b></p><p>The old saying is that no one has extra dry powder to buy during a bear market. And in the short-term, that&#39;s generally true. But instead of fixating on who was lucky enough to have spare cash to buy great stocks during the absolute bottom of a bear market, it&#39;s more helpful to ask who was able to buy stocks for the next five or 10 years after a bear market.</p><p>If we think back to the 2008 financial crisis, for example, the biggest beneficiaries were folks without a lot of savings who had yet to reach their highest income-earning years. Even better positioned were those who didn&#39;t own homes or have mortgages who could benefit from the collapse in housing prices. This cohort would be anyone who is between the ages of roughly 40 and 55 today. In 2008, there were young adults maybe in their low- to mid-30s. And for the next 13 years, they got to experience one of the greatest bull markets in history.</p><p>Now you may be thinking that the age group of adults that haven&#39;t yet reached their peak earning years, which is age 45 to 54, is a small number and not representative of the U.S. population. It may surprise you to learn that 109.8 million Americans are between the ages of 20 and 44, which is exactly one-third of the total population. But that&#39;s a misleading statistic, because it factors in kids. Of Americans aged 20 or older, 44.2% are between the ages of 20 and 44 -- which is surprising considering the Baby Boomer generation is above that age group.</p><p>However, many Americans above age 44 either don&#39;t own homes or don&#39;t have significant investments in the stock market. This is all to say that, according to the data, most Americans probably stand to benefit from a stock market sell-off.</p><p><b>Staying cautiously optimistic</b></p><p>Navigating a bear market is arguably one of the single hardest things to do as an investor. But it is also one of the most rewarding. The catch is that you must be invested in quality companies with solid fundamentals. All success stories have an element of luck to them. For every Amazon, Microsoft, or Google, there are hundreds of failed companies.</p><p>One of the simplest ways to outlast a bear market is to stick with industry-leading companies that have been through one, two, or maybe even several bear markets in the past. There are several companies out there right now that are down 30% or more from their highs that have done just that and could be worth a look.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Bear Markets Can Help You Create Life-Changing Wealth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Bear Markets Can Help You Create Life-Changing Wealth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 15:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/25/why-bear-markets-can-help-you-create-life-changing/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSAlmost everyone loses in the short-term during a bear market.But if you are patient enough to invest in the years following a bear market, you could benefit from buying stocks on sale....</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/25/why-bear-markets-can-help-you-create-life-changing/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4525":"远程办公概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4577":"网络游戏","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","AMZN":"亚马逊","GOOG":"谷歌","BK4514":"搜索引擎","MSFT":"微软","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念",".DJI":"道琼斯","BK4532":"文艺复兴科技持仓",".IXIC":"NASDAQ Composite","BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","BK4507":"流媒体概念","BK4576":"AR"},"source_url":"https://www.fool.com/investing/2022/04/25/why-bear-markets-can-help-you-create-life-changing/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230462101","content_text":"KEY POINTSAlmost everyone loses in the short-term during a bear market.But if you are patient enough to invest in the years following a bear market, you could benefit from buying stocks on sale.Unemployment is low and real wages are rising for the lower class.Bear markets are periods of time when the stock market is down 20% or more from its all-time high. The Nasdaq Composite was briefly in a bear market earlier this year, while the S&P 500 entered a correction, which is a drawdown of 10% or more from the high. But the Nasdaq Composite and the S&P 500 were both in a bear market in spring 2020, fall 2018, and, of course, during the 2008 financial crisis.Bear markets can be stressful and nerve-racking. But over time, there's a very good chance that you could benefit from a bear market. Here's why.IMAGE SOURCE: GETTY IMAGES.What does a bear market really mean?Bear markets simply mean that equity values are plunging, so they only really hurt people with substantial assets. It's a simple concept -- so simple, in fact, that we often forget that bear markets impact wealthy people a lot more than the middle class or young investors. The stat that may really shock you is that the wealthiest 10% of Americans own -- wait for it -- 89% of the U.S. stock market.The American middle class has most of their net worth in their homes. And if a middle-class family doesn't plan on moving anytime soon, then it's O.K. if the property value slips -- especially after the surge in home prices we've seen over the last two years.As a gross generalization, a bear market is going to negatively impact retirees, net spenders, and anyone in the asset distribution phase. However, a bear market could help first-time homebuyers, those looking to make big purchases (such as a new car), anyone that is a net saver, and anyone that is in the asset accumulation phase of their life.But what about the real economy?Granted, bear markets can also come during times of widespread economic hardship, such as rising unemployment. But according to the March 2022 Bureau of Labor Statistics report, the U.S. unemployment rate is currently 3.6%, which is tied with 2019 for the lowest level since 1969.What's more, U.S. workers in the bottom 30% of income earners have seen their real wages rise, while those in the top 70% have seen rises in nominal wages but negative real wage changes due to inflation.With income on the rise and unemployment near record lows, it seems as though the lower and middle class stand to benefit the most from a bear market.Nerves of steelIt's no secret that bear markets have historically been some of the best times to buy assets. The Dot-com bubble in the early 2000s wiped trillions of dollars in equity value off the market. Those that could buy and hold stocks like Amazon,Microsoft, or Google after the crash would go on to unlock some of the best returns in stock market history. The same thing goes for the 2008 financial crisis.Everyone knows in hindsight that stocks like Amazon were great buys. But what you may not know is that in November 2001 Amazon stock was, at its worst, down 93% from its all-time.AMZN DATA BY YCHARTSImagine a stock in your portfolio going down 93% and then becoming one of the most valuable companies in the world 20 years later. It's a level of volatility that most investors simply can't handle. And that's why buying and holding stocks over the long-term is an incredible strategy, but also one of the hardest to execute.Years of benefitsThe old saying is that no one has extra dry powder to buy during a bear market. And in the short-term, that's generally true. But instead of fixating on who was lucky enough to have spare cash to buy great stocks during the absolute bottom of a bear market, it's more helpful to ask who was able to buy stocks for the next five or 10 years after a bear market.If we think back to the 2008 financial crisis, for example, the biggest beneficiaries were folks without a lot of savings who had yet to reach their highest income-earning years. Even better positioned were those who didn't own homes or have mortgages who could benefit from the collapse in housing prices. This cohort would be anyone who is between the ages of roughly 40 and 55 today. In 2008, there were young adults maybe in their low- to mid-30s. And for the next 13 years, they got to experience one of the greatest bull markets in history.Now you may be thinking that the age group of adults that haven't yet reached their peak earning years, which is age 45 to 54, is a small number and not representative of the U.S. population. It may surprise you to learn that 109.8 million Americans are between the ages of 20 and 44, which is exactly one-third of the total population. But that's a misleading statistic, because it factors in kids. Of Americans aged 20 or older, 44.2% are between the ages of 20 and 44 -- which is surprising considering the Baby Boomer generation is above that age group.However, many Americans above age 44 either don't own homes or don't have significant investments in the stock market. This is all to say that, according to the data, most Americans probably stand to benefit from a stock market sell-off.Staying cautiously optimisticNavigating a bear market is arguably one of the single hardest things to do as an investor. But it is also one of the most rewarding. The catch is that you must be invested in quality companies with solid fundamentals. All success stories have an element of luck to them. For every Amazon, Microsoft, or Google, there are hundreds of failed companies.One of the simplest ways to outlast a bear market is to stick with industry-leading companies that have been through one, two, or maybe even several bear markets in the past. There are several companies out there right now that are down 30% or more from their highs that have done just that and could be worth a look.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017636819,"gmtCreate":1649771240589,"gmtModify":1676534570615,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tweet tweet","listText":"Tweet tweet","text":"Tweet tweet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017636819","repostId":"2226652534","repostType":4,"repost":{"id":"2226652534","pubTimestamp":1649777099,"share":"https://www.laohu8.com/m/news/2226652534?lang=&edition=full","pubTime":"2022-04-12 23:24","market":"us","language":"en","title":"Looking for Tech Stocks? These 3 Are Great Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2226652534","media":"Motley Fool","summary":"Tech stocks' drop this year drove many investors from the space. Now could be the time to get back in.","content":"<html><head></head><body><p>The tech sector has left a bad taste in the mouths of investors over the past six months as a 13-year-long bull run came to an unceremonious end. The market began rotating out of previously high-flying tech stocks into more defensive consumer-oriented ones, causing the tech-heavy <b>Nasdaq-100</b> to lose more than 20% of its value -- official bear market territory.</p><p>Since that low point a month ago, the index has rallied again, rising almost 12%. It hasn&#39;t reached the levels it started the year at, but investors seem comfortable buying cheap tech stocks again. For those ready to get their feet wet again, these three tech stocks are great buys.</p><h2>1. <a href=\"https://laohu8.com/S/FSLY\">Fastly</a></h2><p>Ever since last summer&#39;s internet outage, edge cloud-services provider <b>Fastly</b> ( FSLY ) has been on one long, sometimes dramatic, decline. Shares of the content delivery network (CDN) are down 75% from their highs as growth has slowed and losses persist.</p><p>Yet like the tech index itself, Fastly has bounced off its lows and is 40% above last month&#39;s nadir. There&#39;s good reason to believe it can continue growing from here on out.</p><p>Fastly ended 2021 on a high note, growing revenue beyond guidance to $97.7 million. This came as its dollar-based net expansion rate, or how much more money the same group of customers from last year is spending on the platform this year, increased to 121% in the fourth quarter versus a 118% increase in the third. And the number of customers grew 34% to over 2,800 as the number of enterprise-level customers jumped 37% year over year.</p><p>Because more businesses continue to move increasing amounts of data online and into the cloud, it will be Fastly they turn to access content quickly and securely. Particularly with the advent of the metaverse -- the virtual world being created where people, companies, and brands can interact with one another -- Fastly ought to be able to capitalize on the need for enhanced computing power to design, build, and operate those virtual worlds. This could explain why analysts estimate the company will grow 30% annually for the next five years.</p><h2>2. <a href=\"https://laohu8.com/S/SHOP\">Shopify</a></h2><p>The drop in price e-commerce platform provider <b>Shopify</b> ( SHOP ) has suffered since November seems to be short-sighted. While the market transitioned out of previous high-flying names, particularly those like Shopify that benefited from the lockdown portion of the pandemic. We saw people flock to the internet to start their own online businesses during that time, but contrary to expectations, the market opportunity is still there. Growth may be slightly slower than the meteoric pace previously set, but it&#39;s still meaningfully above its pre-pandemic level.</p><p>Fourth-quarter revenue north of $1.3 billion was 41% greater than the prior year and was 173% more than it reported in 2019 when revenue grew to $505 million, a 47% year-over-year increase. Yet the stock is priced now as though all the growth and improvements to its business over the last two years never happened.</p><p>As the premier provider of tools for entrepreneurs and larger, more established businesses, Shopify is pivoting to assert more control over its operations by becoming a vertically integrated, one-stop shop. It launched Shopify Balance, a merchant money management account; Shopify Capital, a small business loan boutique; Shopify Plus, a fully hosted, enterprise e-commerce platform for fast-growing brands; and non-fungible tokens, or NFTs, will soon be available to help businesses and brands better connect with customers.</p><p>One of the effects of the pandemic was it not only gave people the incentive to strike out on their own, but it cemented in the minds of consumers how critical e-commerce is to their lives. Shopify will benefit from both forces moving forward.</p><h2>3. <a href=\"https://laohu8.com/S/TWTR\">Twitter</a></h2><p>I have a confession to make: I dislike <b>Twitter</b> ( TWTR ). Not the stock, per se, but the platform, which has evolved over time to provide heat, but little light on social discourse. But I&#39;m hopeful effective change can be made that allows the short-form message platform to return to its more youthful promise and can grow meaningful revenue and profits.</p><p><b>Tesla </b>CEO Elon Musk buying a massive $2.8 billion stake to become the company&#39;s largest shareholder, and then being appointed to Twitter&#39;s board of directors (which he then ultimately decided against doing) is one of the catalysts for change, one which the market liked as well. Twitter&#39;s stock rocketed 30% higher on the news, though it&#39;s still down from its 52-week high.</p><p>Still, Musk is only one person and it&#39;s the business underneath that remains key to recovery. Fourth-quarter revenue grew 22% year over year as monetizable daily active users (mDAU) rose 13% year over year to 217 million. It added 1 million DAU in the U.S. and 5 million internationally last quarter. That&#39;s key because Twitter&#39;s business model, which is online advertising, is primarily driven by increases in mDAU. And unlike <b>Meta Platform</b>, which said <b>Apple</b>&#39;s privacy rule changes greatly impacted Facebook&#39;s ad business, Twitter said there was little effect on its own.</p><p>Twitter plans to grow rapidly over the next two years to hit 315 million daily active users (DAU) and $7.5 billion in revenue by the end of 2023. It also authorized the repurchase of $4 billion worth of stock, a move CFO Ned Segal says &#34;represents confidence in our strategy and execution.&#34;</p><p>With analysts expecting the company to grow around 80% per year for the next few years, Twitter ought to be considered a good, long-term bet.</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>Looking for Tech Stocks? These 3 Are Great Buys</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\">\nLooking for Tech Stocks? These 3 Are Great Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/12/looking-for-tech-stocks-these-3-are-great-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The tech sector has left a bad taste in the mouths of investors over the past six months as a 13-year-long bull run came to an unceremonious end. The market began rotating out of previously high-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/12/looking-for-tech-stocks-these-3-are-great-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","FSLY":"Fastly, Inc.","BK4511":"特斯拉概念","BK4581":"高盛持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","TWTR":"Twitter","BK4534":"瑞士信贷持仓","SHOP":"Shopify Inc","BK4528":"SaaS概念","TSLA":"特斯拉","BK4566":"资本集团","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4532":"文艺复兴科技持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/04/12/looking-for-tech-stocks-these-3-are-great-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226652534","content_text":"The tech sector has left a bad taste in the mouths of investors over the past six months as a 13-year-long bull run came to an unceremonious end. The market began rotating out of previously high-flying tech stocks into more defensive consumer-oriented ones, causing the tech-heavy Nasdaq-100 to lose more than 20% of its value -- official bear market territory.Since that low point a month ago, the index has rallied again, rising almost 12%. It hasn't reached the levels it started the year at, but investors seem comfortable buying cheap tech stocks again. For those ready to get their feet wet again, these three tech stocks are great buys.1. FastlyEver since last summer's internet outage, edge cloud-services provider Fastly ( FSLY ) has been on one long, sometimes dramatic, decline. Shares of the content delivery network (CDN) are down 75% from their highs as growth has slowed and losses persist.Yet like the tech index itself, Fastly has bounced off its lows and is 40% above last month's nadir. There's good reason to believe it can continue growing from here on out.Fastly ended 2021 on a high note, growing revenue beyond guidance to $97.7 million. This came as its dollar-based net expansion rate, or how much more money the same group of customers from last year is spending on the platform this year, increased to 121% in the fourth quarter versus a 118% increase in the third. And the number of customers grew 34% to over 2,800 as the number of enterprise-level customers jumped 37% year over year.Because more businesses continue to move increasing amounts of data online and into the cloud, it will be Fastly they turn to access content quickly and securely. Particularly with the advent of the metaverse -- the virtual world being created where people, companies, and brands can interact with one another -- Fastly ought to be able to capitalize on the need for enhanced computing power to design, build, and operate those virtual worlds. This could explain why analysts estimate the company will grow 30% annually for the next five years.2. ShopifyThe drop in price e-commerce platform provider Shopify ( SHOP ) has suffered since November seems to be short-sighted. While the market transitioned out of previous high-flying names, particularly those like Shopify that benefited from the lockdown portion of the pandemic. We saw people flock to the internet to start their own online businesses during that time, but contrary to expectations, the market opportunity is still there. Growth may be slightly slower than the meteoric pace previously set, but it's still meaningfully above its pre-pandemic level.Fourth-quarter revenue north of $1.3 billion was 41% greater than the prior year and was 173% more than it reported in 2019 when revenue grew to $505 million, a 47% year-over-year increase. Yet the stock is priced now as though all the growth and improvements to its business over the last two years never happened.As the premier provider of tools for entrepreneurs and larger, more established businesses, Shopify is pivoting to assert more control over its operations by becoming a vertically integrated, one-stop shop. It launched Shopify Balance, a merchant money management account; Shopify Capital, a small business loan boutique; Shopify Plus, a fully hosted, enterprise e-commerce platform for fast-growing brands; and non-fungible tokens, or NFTs, will soon be available to help businesses and brands better connect with customers.One of the effects of the pandemic was it not only gave people the incentive to strike out on their own, but it cemented in the minds of consumers how critical e-commerce is to their lives. Shopify will benefit from both forces moving forward.3. TwitterI have a confession to make: I dislike Twitter ( TWTR ). Not the stock, per se, but the platform, which has evolved over time to provide heat, but little light on social discourse. But I'm hopeful effective change can be made that allows the short-form message platform to return to its more youthful promise and can grow meaningful revenue and profits.Tesla CEO Elon Musk buying a massive $2.8 billion stake to become the company's largest shareholder, and then being appointed to Twitter's board of directors (which he then ultimately decided against doing) is one of the catalysts for change, one which the market liked as well. Twitter's stock rocketed 30% higher on the news, though it's still down from its 52-week high.Still, Musk is only one person and it's the business underneath that remains key to recovery. Fourth-quarter revenue grew 22% year over year as monetizable daily active users (mDAU) rose 13% year over year to 217 million. It added 1 million DAU in the U.S. and 5 million internationally last quarter. That's key because Twitter's business model, which is online advertising, is primarily driven by increases in mDAU. And unlike Meta Platform, which said Apple's privacy rule changes greatly impacted Facebook's ad business, Twitter said there was little effect on its own.Twitter plans to grow rapidly over the next two years to hit 315 million daily active users (DAU) and $7.5 billion in revenue by the end of 2023. It also authorized the repurchase of $4 billion worth of stock, a move CFO Ned Segal says \"represents confidence in our strategy and execution.\"With analysts expecting the company to grow around 80% per year for the next few years, Twitter ought to be considered a good, long-term bet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010288269,"gmtCreate":1648395427547,"gmtModify":1676534333662,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010288269","repostId":"2221071429","repostType":4,"repost":{"id":"2221071429","pubTimestamp":1648343569,"share":"https://www.laohu8.com/m/news/2221071429?lang=&edition=full","pubTime":"2022-03-27 09:12","market":"us","language":"en","title":"Alphabet Vs. Meta: One Is The Much Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2221071429","media":"seekingalpha","summary":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are fa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f8682b68644fb0e700ccf73bfd598736\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FotoMaximum/iStock via Getty Images</p><p></p><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years.</p><p><b> Alphabet And Meta Returns Since 2013</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c7de1c1120c62c3dad9c49e5d4e5a134\" tg-width=\"640\" tg-height=\"112\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In fact, both have crushed even the red hot Nasdaq during <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad549342543f2ced891f57b6c43bb4fd\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>While the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.</p><p>I&#39;ve bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.</p><p>So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.</p><p>However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.</p><h2>The Challenge Facing Digital Marketers Right Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/a556ac1fd6482c83da2db4af6d5b7540\" tg-width=\"640\" tg-height=\"637\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>eMarketer</p><p></p><p>GOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.</p><p>Both GOOG and FB are losing market share to AMZN because Amazon&#39;s ads are 3X as effective at converting to actual sales.</p><p>That&#39;s because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.</p><p>Apple&#39;s (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.</p><p>This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.</p><p>GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.</p><p>AMZN is the least at risk since it relies far less on cookie tracking than its rivals.</p><p>This kind of business model disruption is part of FB and GOOG&#39;s risk profile, which brings us to our first point of comparison.</p><h2>Long-Term Risk Management: Winner Alphabet</h2><p>How do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.</p><h2>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</h2><ul><li>4 Things You Need To Know To Profit From ESG Investing</li><li>What Investors Need To Know About Company Long-Term Risk Management (Video)</li></ul><p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p><ul><li>ESG is NOT &#34;political or personal ethics based investing&#34;</li><li>it&#39;s total long-term risk management analysis</li></ul><blockquote><i><b>ESG is just normal risk by another name.</b></i><i>&#34; Simon MacMahon, head of ESG and corporate governance research, Sustainalytics&#34; - Morningstar</i></blockquote><blockquote><i>ESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.&#34; - S&amp;P</i></blockquote><p>ESG is a measure of risk, not of ethics, political correctness, or personal opinion.</p><p>S&amp;P, Fitch, Moody&#39;s, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&amp;I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency <b>have been using ESG models in their credit ratings for decades.</b></p><ul><li><b>every credit rating for the last 30 years has included these risk models, you just weren&#39;t aware of it </b></li><li>credit and risk management ratings make up 41% of the DK safety and quality model</li><li>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</li></ul><p>Every major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,</p><ul><li>BlackRock</li><li>MSCI</li><li>JPMorgan</li><li>Wells Fargo</li><li>Bank of America</li><li>Deutsche Bank</li><li>virtually every major financial institution in the world</li></ul><p>We use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.</p><p>For context:</p><ul><li>master list average: 62nd percentile</li><li>dividend kings: 63rd percentile</li><li>dividend aristocrats: 67th percentile</li><li>Ultra SWANs: 71st percentile</li></ul><p>The better a company&#39;s risk management consensus the more likely it will be able to adapt to challenges to its business model, as we&#39;re seeing now with GOOG and FB.</p><h4>Meta Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>26.0%</td><td><p>B Industry Laggard, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>0.7%</td><td><p>32.4/100 High-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>88.9%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>18.0%</td><td><p>Very Poor- Stable Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>50.0%</td><td>Average</td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>30.6%</td><td>Below-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>25.4%</td><td>Poor</td></tr><tr><td><b>Consensus</b></td><td><b>33.7%</b></td><td><p><b>Below-Average (verging on poor) - medium risk</b></p></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>The rating agency consensus is that FB is below-average at managing its risk, verging on poor.</p><p>Now contrast that with GOOG.</p><h4>Alphabet Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>53.0%</td><td><p>BBB Average, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>39.7%</td><td><p>24.3/100 Medium-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>85.88%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>47.0%</td><td><p>Average- Positive Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>100.00%</td><td><p>#1 Industry Leader</p></td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>60.88</td><td>Above-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>100%</td><td><p>#1 Industry Leader, #1 Company In America</p></td></tr><tr><td><b>Consensus</b></td><td><b>64.6%</b></td><td><b>Above-Average - low risk </b></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>GOOG doesn&#39;t just manage its long-term risk better than FB, it&#39;s beating FB by 31%.</p><ul><li>far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business model</li></ul><p>And risk-management isn&#39;t the only factor in which GOOG outshines FB by a wide margin.</p><h2>Overall Quality: Winner, Alphabet</h2><p>The Dividend King&#39;s overall quality scores are based on a 241 point model that includes:</p><ul><li><p>dividend safety</p></li><li><p>balance sheet strength</p></li><li><p>credit ratings</p></li><li><p>credit default swap medium-term bankruptcy risk data</p></li><li><p>short and long-term bankruptcy risk</p></li><li><p>accounting and corporate fraud risk</p></li><li><p>profitability and business model</p></li><li><p>growth consensus estimates</p></li><li><p>management growth guidance</p></li><li><p>historical earnings growth rates</p></li><li><p>historical cash flow growth rates</p></li><li><p>historical dividend growth rates</p></li><li><p>historical sales growth rates</p></li><li><p>cost of capital</p></li><li><p>long-term risk-management scores from MSCI, Morningstar, FactSet, S&amp;P, Reuters&#39;/Refinitiv, and Just Capital</p></li><li><p>management quality</p></li><li><p>dividend friendly corporate culture/income dependability</p></li><li><p>long-term total returns (a Ben Graham sign of quality)</p></li><li><p>analyst consensus long-term return potential</p></li></ul><p>It actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.</p><ul><li><p>credit and risk management ratings make up 41% of the DK safety and quality model</p></li><li><p>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</p></li></ul><p>How do we know that our safety and quality model works well?</p><p>During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.</p><p>That&#39;s because we don&#39;t miss anything important about a company&#39;s fundamental safety and quality.</p><p>So how do GOOG and FB stack up on one of the world&#39;s most comprehensive and accurate safety and quality models?</p><h2>Meta: A Speculative 11/19 Quality Blue-Chip</h2><p><b>Meta Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>FB</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Medium Risk (34th industry percentile risk-management consensus)</td><td>Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk</td><td>2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stock</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>FB</b></td><td><b>67%</b></td><td><b>Average Dependability</b></td><td><b>3</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>FB</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>67%</td><td>3/5 average dependability</td></tr><tr><td><b>Total</b></td><td><b>84%</b></td><td><b>11/13 Speculative Blue-Chip</b></td></tr><tr><td>Risk Rating</td><td><p>2/3 Medium Risk</p></td><td></td></tr><tr><td>2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock</td><td><p>20% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><p>And here&#39;s GOOG.</p><h2>Alphabet: A 13/13 Quality Ultra SWAN</h2><p><b>Alphabet Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>GOOG</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Low Risk (65th industry percentile risk-management consensus)</td><td>AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk</td><td>20% OR LESS Max Risk Cap Recommendation</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>GOOG</b></td><td><b>89%</b></td><td><b>Exceptional Dependability</b></td><td><b>5</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>GOOG</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>89%</td><td>5/5 exceptional</td></tr><tr><td><b>Total</b></td><td><b>95%</b></td><td><b>13/13 Ultra SWAN</b></td></tr><tr><td>Risk Rating</td><td>3/3 Low Risk</td><td></td></tr><tr><td>20% OR LESS Max Risk Cap Rec</td><td><p>5% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><ul><li>Meta: 114th highest quality company on the Masterlist: 78th percentile</li><li>Alphabet: 39th highest quality: 92nd percentile</li></ul><p>Both companies are exceptionally high quality given that our company database is one of the best in the world.</p><p>The DK 500 Master List includes the world&#39;s highest quality companies including:</p><ul><li><p>All dividend champions</p></li><li><p>All dividend aristocrats</p></li><li><p>All dividend kings</p></li><li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li><li><p>All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li><li>48 of the world&#39;s best growth stocks (on its way to 100)</li></ul><p>But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.</p><p>Why is GOOG the hands-down winner in this quality fight with FB?</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Quality Rating (out Of 13)</b></td><td><b>Quality Score (Out Of 100)</b></td><td><b>Dividend/Balance Sheet Safety Rating (out of 5)</b></td><td><b>Safety Score (Out Of 100)</b></td><td><b>Dependability Rating (Out Of 5)</b></td><td><b>Dependability Score (out Of 100)</b></td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></td><td>11 Speculative Blue-Chip</td><td>84%</td><td>5 Very Safe</td><td>100%</td><td>3 average</td><td>67%</td></tr><tr><td>Alphabet</td><td>13 Ultra SWAN</td><td>95%</td><td>5 Very Safe</td><td>100%</td><td>5 exceptional</td><td>89%</td></tr></tbody></table><p><i>(Source: DK Research Terminal)</i></p><p>Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.</p><h4>Alphabet&#39;s Balance Sheet: AA+ Rated By S&amp;P</h4><p></p><p><img src=\"https://static.tigerbbs.com/a13f13c309fa748452dfea0afb27ebdf\" tg-width=\"491\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>GOOG has $140 billion in cash and just $13 billion in debt.</p><p>Its advanced accounting metrics (F, Z, and M-score) are exceptional.</p><ul><li>F-score is a measure of short-term bankruptcy risk</li><li>4+ is safe, 7+ very safe and GOOG&#39;s is 8</li><li>M-score is 84% to 92% accurate at forecasting long-term bankruptcies</li><li>1.81+ is safe, 3+ is very safe and GOOG&#39;s is 13.04</li><li>M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting</li><li>-1.78 or lower is safe and GOOG&#39;s is -2.48</li></ul><h4>Meta&#39;s Balance Sheet: Effectively AAA</h4><p></p><p><img src=\"https://static.tigerbbs.com/68209d14c736c8328e46572200e82060\" tg-width=\"487\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>The only &#34;debt&#34; Meta has is receivables, it actually carries no long-term debt.</p><p>That is why it&#39;s the largest company on earth that doesn&#39;t pay the $500K per year for a credit rating.</p><p>However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I&#39;m highly confident that it would be AAA-rated.</p><ul><li>because it&#39;s literally not possible for FB to default on debt it doesn&#39;t have</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Credit Rating</b></td><td><b>30-Year Bankruptcy Probability</b></td></tr><tr><td>AAA (Meta)</td><td>0.07%</td></tr><tr><td>AA+ (Alphabet)</td><td>0.29%</td></tr><tr><td>AA</td><td>0.51%</td></tr><tr><td>AA-</td><td>0.55%</td></tr><tr><td>A+</td><td>0.60%</td></tr><tr><td>A</td><td>0.66%</td></tr><tr><td>A-</td><td>2.5%</td></tr><tr><td>BBB+</td><td>5%</td></tr><tr><td>BBB</td><td>7.5%</td></tr><tr><td>BBB-</td><td>11%</td></tr><tr><td>BB+</td><td>14%</td></tr><tr><td>BB</td><td>17%</td></tr><tr><td>BB-</td><td>21%</td></tr><tr><td>B+</td><td>25%</td></tr><tr><td>B</td><td>37%</td></tr><tr><td>B-</td><td>45%</td></tr><tr><td>CCC+</td><td>52%</td></tr><tr><td>CCC</td><td>59%</td></tr><tr><td>CCC-</td><td>65%</td></tr><tr><td>CC</td><td>70%</td></tr><tr><td>C</td><td>80%</td></tr><tr><td>D</td><td>100%</td></tr></tbody></table><p><i>(Sources: S&amp;P, University of St. Petersberg)</i></p><p>This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately</p><ul><li>1 in 1,429 for FB</li><li>1 in 345 for GOOG</li></ul><p>And both companies&#39; balance sheets are expected to keep getting stronger over time.</p><p><b>Alphabet: Consensus $441 Billion In Net Cash By 2027 </b></p><p></p><p><img src=\"https://static.tigerbbs.com/76c3a6843c329c2b16d3839e0e124674\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p><b>Meta: Consensus $71 Billion In Net Cash By 2027</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ec44680d5d8318ba8ed74d4b40ae28e9\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>Now let&#39;s consider profitability, Wall Street&#39;s favorite quality proxy.</p><h2>Profitability: Winner, Meta By A Small Amount</h2><p><b>Meta Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/9e2b501a3cd5bb6da5299422362bed67\" tg-width=\"486\" tg-height=\"342\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p><b>Alphabet Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/926a2ab456d218b3ef8cd49552df5565\" tg-width=\"488\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p>Both companies are profit-minting machines.</p><p></p><p><img src=\"https://static.tigerbbs.com/673b7f04eadaf433b4fe704dda171180\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>These are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a1b491d8a76dd73ddc3b2ea13e999c8\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>FB&#39;s free cash flow is expected to keep growing and reach $77 billion in 2027.</p><p>This is expected to result in impressive buybacks in the coming years.</p><ul><li>$219 billion in consensus buybacks through 2027</li><li>38% of shares at current valuations</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/93f9e72220887060384ea19dc975503c\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>GOOG&#39;s annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.</p><ul><li>$380 billion in consensus buybacks through 2027</li><li>21% of shares at current valuations</li></ul><p>Now let&#39;s consider one important profitability metric in particular.</p><p>Return on capital or ROC is Joel Greenblatt&#39;s gold standard proxy for quality and moatiness.</p><p>ROC = pre-tax profit/operating capital (the money it takes to run the business).</p><ul><li>S&amp;P 500&#39;s average in 2021 was 14.6% (average investment pays for itself in 7 years)</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>ROC (Greenblatt)</b></td><td><b>ROC Industry Percentile</b></td><td><b>13-Year Median ROC</b></td><td><b>5-Year ROC Trend (OTC:CAGR)</b></td></tr><tr><td>Meta Platforms</td><td>74%</td><td>65%</td><td>95%</td><td>-16%</td></tr><tr><td>Alphabet</td><td>87%</td><td>67%</td><td>74%</td><td>-7%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In the past year, GOOG&#39;s return on capital was higher than FB&#39;s and it&#39;s also above its 13-year median indicating a more stable moat.</p><p>In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it&#39;s once more the winner.</p><h2>Valuation: Winner, Meta</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Average Fair Value</b></td><td><b>Current Price</b></td><td><b>Discount To Fair Value</b></td><td><b>DK Rating</b></td><td><b>PE 2022</b></td><td><b>PEG 2022</b></td></tr><tr><td>Meta Platforms</td><td>$265.75</td><td>$214.35</td><td>19.6%</td><td>Potentially Reasonable Buy</td><td>17.19</td><td>1.49</td></tr><tr><td>Alphabet</td><td>$3,161.89</td><td>$2,771.92</td><td>12.3%</td><td>Potentially Good Buy</td><td>23.51</td><td>1.67</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.</p><ul><li>20% discount is needed to make FB a potentially good buy given its lower quality and risk profile</li></ul><p>If we back out cash we see that FB is once more the more undervalued company.</p><ul><li>FB EV/EBITDA: 9.5</li><li>GOOG EV/EBITDA: 14.5</li></ul><p>However, both companies are trading at highly attractive valuations.</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>12-Month Consensus Total Return Potential</b></td><td><b>12-Month Fundamentally Justified Upside Total Return Potential</b></td></tr><tr><td>Meta Platforms</td><td>48.47%</td><td>23.98%</td></tr><tr><td>Alphabet</td><td>25.77%</td><td>14.11%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.</p><p>Of course, what happens in the next year doesn&#39;t matter as much as the kind of returns both companies can deliver over the long-term.</p><h2>Long-Term Total Return Potential: Winner, Alphabet</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Yield</b></td><td><b>FactSet Long-Term Consensus Growth Rate</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Risk-Adjusted Expected Return</b></td></tr><tr><td>Meta Platforms</td><td>0.00%</td><td>11.5%</td><td>11.5%</td><td>8.1%</td></tr><tr><td>Alphabet</td><td>0.00%</td><td>14.1%</td><td>14.1%</td><td>9.9%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.</p><table><colgroup></colgroup><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</b></td><td><p><b>10 Year Inflation And Risk-Adjusted Return</b></p></td></tr><tr><td>Europe</td><td>2.6%</td><td>12.8%</td><td>15.4%</td><td>10.7%</td><td>8.6%</td><td>8.4</td><td>2.27</td></tr><tr><td>Value</td><td>2.1%</td><td>12.1%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.3</td><td>2.10</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>14.1%</b></td><td><b>14.1%</b></td><td><b>9.9%</b></td><td><b>7.7%</b></td><td><b>9.4</b></td><td>2.10</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>11.3%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.4</td><td>2.10</td></tr><tr><td>High-Yield + Growth</td><td>1.7%</td><td>11.0%</td><td>12.7%</td><td>8.9%</td><td>6.7%</td><td>10.8</td><td>1.91</td></tr><tr><td>Safe Midstream + Growth</td><td>3.3%</td><td>8.5%</td><td>11.8%</td><td>8.3%</td><td>6.1%</td><td>11.8</td><td>1.80</td></tr><tr><td><b>Meta</b></td><td><b>0.0%</b></td><td><b>11.50%</b></td><td><b>11.5%</b></td><td><b>8.1%</b></td><td><b>5.9%</b></td><td><b>12.3</b></td><td>1.77</td></tr><tr><td>Nasdaq (Growth)</td><td>0.8%</td><td>10.7%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Safe Midstream</td><td>5.5%</td><td>6.0%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Dividend Aristocrats</td><td>2.2%</td><td>8.9%</td><td>11.1%</td><td>7.8%</td><td>5.6%</td><td>12.9</td><td>1.72</td></tr><tr><td>REITs + Growth</td><td>1.8%</td><td>8.9%</td><td>10.6%</td><td>7.4%</td><td>5.2%</td><td>13.7</td><td>1.67</td></tr><tr><td>S&amp;P 500</td><td>1.4%</td><td>8.5%</td><td>9.9%</td><td>7.0%</td><td>4.8%</td><td>15.1</td><td>1.59</td></tr><tr><td>Realty Income</td><td>4.6%</td><td>5.2%</td><td>9.8%</td><td>6.9%</td><td>4.7%</td><td>15.4</td><td>1.58</td></tr><tr><td>Dividend Growth</td><td>1.6%</td><td>8.0%</td><td>9.6%</td><td>6.7%</td><td>4.5%</td><td>15.9</td><td>1.56</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.4%</td><td>16.4</td><td>1.54</td></tr><tr><td>60/40 Retirement Portfolio</td><td>2.1%</td><td>5.1%</td><td>7.2%</td><td>5.1%</td><td>2.9%</td><td>24.9</td><td>1.33</td></tr><tr><td>10-Year US Treasury</td><td>2.3%</td><td>0.0%</td><td>2.3%</td><td>1.6%</td><td>-0.5%</td><td>-131.1</td><td>0.95</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both companies are expected to beat the S&amp;P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.</p><p>What kind of difference does 2.6% per year in potential extra returns actually mean for your life?</p><h4>Inflation-Adjusted Consensus Return Forecast: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.7% CAGR Inflation-Adjusted S&amp;P Consensus</b></td><td><b>11.9% Inflation-Adjusted GOOG Consensus</b></td><td><b>9.3% CAGR Inflation-Adjusted FB Consensus</b></td><td><b>Difference Between Inflation Adjusted GOOG and FB Consensus Returns</b></td></tr><tr><td>5</td><td>$1,449.03</td><td>$1,756.06</td><td>$1,561.34</td><td>$194.71</td></tr><tr><td>10</td><td>$2,099.70</td><td>$3,083.73</td><td>$2,437.79</td><td>$645.95</td></tr><tr><td>15</td><td>$3,042.53</td><td>$5,415.21</td><td>$3,806.22</td><td>$1,608.99</td></tr><tr><td>20</td><td>$4,408.74</td><td>$9,509.42</td><td>$5,942.82</td><td>$3,566.60</td></tr><tr><td>25</td><td>$6,388.41</td><td>$16,699.08</td><td>$9,278.77</td><td>$7,420.31</td></tr><tr><td>30</td><td>$9,257.02</td><td>$29,324.53</td><td>$14,487.34</td><td>$14,837.19</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Inflation-Adjusted GOOG and FB Consensus</b></td></tr><tr><td>5</td><td>1.12</td></tr><tr><td>10</td><td>1.26</td></tr><tr><td>15</td><td>1.42</td></tr><tr><td>20</td><td>1.60</td></tr><tr><td>25</td><td>1.80</td></tr><tr><td>30</td><td>2.02</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In fact, GOOG could potentially double FB&#39;s 30-year returns if both companies grow as analysts currently expect.</p><h2>Short &amp; Medium-Term Total Return Potential: Tie</h2><p><b>Meta 2024 Consensus Return Potential </b></p><p></p><p><img src=\"https://static.tigerbbs.com/5f903c32f63dbb4cfa5efa19492b8a0f\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB growing at 11.5% is worth about 20.5X earnings based on the company&#39;s historical PEG ratio.</p><ul><li>analyst 12-month consensus forecast is for 21.9 PE</li></ul><p>This means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&amp;P 500 is likely to generate.</p><p>What about the next five years?</p><h4>S&amp;P 500 2027 Consensus Return Potential</h4><table><colgroup></colgroup><tbody><tr><td><b>Year</b></td><td><b>Upside Potential By End of That Year</b></td><td><b>Consensus CAGR Return Potential By End of That Year</b></td><td><b>Probability-Weighted Return (Annualized)</b></td><td><p><b>Inflation And Risk-Adjusted Expected Returns</b></p></td></tr><tr><td>2027</td><td>34.75%</td><td>6.15%</td><td>4.61%</td><td>1.27%</td></tr></tbody></table><p><i>(Source: DK S&amp;P 500 Valuation And Total Return Tool)</i></p><p>For context, analysts expect 35% returns from the S&amp;P 500, which adjusted for inflation and risk is 1% compared to the market&#39;s historical 6% to 7% real return.</p><h4><b>Meta 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/66d31fef78452199e2961d8d89d65454\" tg-width=\"275\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB could more than double your money if it grows as analysts expect over the next five years.</p><ul><li>3.2X the S&amp;P 500 consensus</li></ul><h2><b>GOOG 2024 Consensus Return Potential </b></h2><p></p><p><img src=\"https://static.tigerbbs.com/bc664bb22e0ba08e06de0e9bbed286c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>GOOG could deliver 13% annual returns through 2024 if it grows as expected.</p><p>In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.</p><h4><b>GOOG 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/e36d07a6169cb075678d6646bca01679\" tg-width=\"399\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>Thanks to GOOG&#39;s faster growth rate analysts expect both companies to potentially deliver identical returns.</p><ul><li>about 14% annually over the next five years</li><li>also 3.2X better than the S&amp;P 500</li></ul><h2>Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear Winner</h2><p></p><p><img src=\"https://static.tigerbbs.com/5dea4bc19b8951f30e1b2bea40e989b9\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p><img src=\"https://static.tigerbbs.com/507426f09d401e866c66a1f1dd597e4f\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p></p><p>Both Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.</p><ul><li>far superior valuation</li><li>superior quality</li><li>superior long-term return potential to the S&amp;P 500</li></ul><p>However, when we examine both companies in their entirety one fact is clear.</p><ul><li>GOOG is a higher quality company</li><li>GOOG is a faster-growing company (<i>with potentially 2X better long-term return potential than FB</i>)</li><li>GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)</li><li>GOOG has superior return on capital and a more stable moat</li></ul><p>While FB offers superior valuation and potentially double the short-term return potential, it&#39;s a speculative blue-chip currently going through the largest business pivot in the company&#39;s history.</p><p>In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.</p><p>Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that&#39;s why I have it as a core growth position in my correction plan.</p><p>Not just for the next few weeks, but all of 2022 and beyond.</p><p>Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.</p><blockquote>Luck is what happens when preparation meets, opportunity.&#34; - Roman philosopher Seneca the younger</blockquote></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Vs. Meta: One Is The Much Better Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Vs. Meta: One Is The Much Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4579":"人工智能","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4525":"远程办公概念","BK4507":"流媒体概念","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4524":"宅经济概念","BK4508":"社交媒体","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","BK4573":"虚拟现实"},"source_url":"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2221071429","content_text":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since 2013Portfolio Visualizer PremiumIn fact, both have crushed even the red hot Nasdaq during one of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.YchartsWhile the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.The Challenge Facing Digital Marketers Right NoweMarketerGOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.AMZN is the least at risk since it relies far less on cookie tracking than its rivals.This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.Long-Term Risk Management: Winner AlphabetHow do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk4 Things You Need To Know To Profit From ESG InvestingWhat Investors Need To Know About Company Long-Term Risk Management (Video)Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.ESG is NOT \"political or personal ethics based investing\"it's total long-term risk management analysisESG is just normal risk by another name.\" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics\" - MorningstarESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.\" - S&PESG is a measure of risk, not of ethics, political correctness, or personal opinion.S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency have been using ESG models in their credit ratings for decades.every credit rating for the last 30 years has included these risk models, you just weren't aware of it credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelEvery major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,BlackRockMSCIJPMorganWells FargoBank of AmericaDeutsche Bankvirtually every major financial institution in the worldWe use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.For context:master list average: 62nd percentiledividend kings: 63rd percentiledividend aristocrats: 67th percentileUltra SWANs: 71st percentileThe better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.Meta Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model26.0%B Industry Laggard, Negative TrendMorningstar/Sustainalytics 20 Metric Model0.7%32.4/100 High-RiskReuters'/Refinitiv 500+ Metric Model88.9%GoodS&P 1,000+ Metric Model18.0%Very Poor- Stable TrendJust Capital 19 Metric Model50.0%AverageFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile30.6%Below-AverageJust Capital Global Percentile25.4%PoorConsensus33.7%Below-Average (verging on poor) - medium risk(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)The rating agency consensus is that FB is below-average at managing its risk, verging on poor.Now contrast that with GOOG.Alphabet Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model53.0%BBB Average, Negative TrendMorningstar/Sustainalytics 20 Metric Model39.7%24.3/100 Medium-RiskReuters'/Refinitiv 500+ Metric Model85.88%GoodS&P 1,000+ Metric Model47.0%Average- Positive TrendJust Capital 19 Metric Model100.00%#1 Industry LeaderFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile60.88Above-AverageJust Capital Global Percentile100%#1 Industry Leader, #1 Company In AmericaConsensus64.6%Above-Average - low risk (Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business modelAnd risk-management isn't the only factor in which GOOG outshines FB by a wide margin.Overall Quality: Winner, AlphabetThe Dividend King's overall quality scores are based on a 241 point model that includes:dividend safetybalance sheet strengthcredit ratingscredit default swap medium-term bankruptcy risk datashort and long-term bankruptcy riskaccounting and corporate fraud riskprofitability and business modelgrowth consensus estimatesmanagement growth guidancehistorical earnings growth rateshistorical cash flow growth rateshistorical dividend growth rateshistorical sales growth ratescost of capitallong-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capitalmanagement qualitydividend friendly corporate culture/income dependabilitylong-term total returns (a Ben Graham sign of quality)analyst consensus long-term return potentialIt actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelHow do we know that our safety and quality model works well?During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.That's because we don't miss anything important about a company's fundamental safety and quality.So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?Meta: A Speculative 11/19 Quality Blue-ChipMeta Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%FB100%NANARisk RatingMedium Risk (34th industry percentile risk-management consensus)Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stockLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5FB67%Average Dependability3Overall QualityFBFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability67%3/5 average dependabilityTotal84%11/13 Speculative Blue-ChipRisk Rating2/3 Medium Risk2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock20% Margin of Safety For A Potentially Good BuyAnd here's GOOG.Alphabet: A 13/13 Quality Ultra SWANAlphabet Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%GOOG100%NANARisk RatingLow Risk (65th industry percentile risk-management consensus)AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk20% OR LESS Max Risk Cap RecommendationLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5GOOG89%Exceptional Dependability5Overall QualityGOOGFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability89%5/5 exceptionalTotal95%13/13 Ultra SWANRisk Rating3/3 Low Risk20% OR LESS Max Risk Cap Rec5% Margin of Safety For A Potentially Good BuyMeta: 114th highest quality company on the Masterlist: 78th percentileAlphabet: 39th highest quality: 92nd percentileBoth companies are exceptionally high quality given that our company database is one of the best in the world.The DK 500 Master List includes the world's highest quality companies including:All dividend championsAll dividend aristocratsAll dividend kingsAll global aristocrats (such as BTI, ENB, and NVS)All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)48 of the world's best growth stocks (on its way to 100)But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.Why is GOOG the hands-down winner in this quality fight with FB?CompanyQuality Rating (out Of 13)Quality Score (Out Of 100)Dividend/Balance Sheet Safety Rating (out of 5)Safety Score (Out Of 100)Dependability Rating (Out Of 5)Dependability Score (out Of 100)Meta Platforms11 Speculative Blue-Chip84%5 Very Safe100%3 average67%Alphabet13 Ultra SWAN95%5 Very Safe100%5 exceptional89%(Source: DK Research Terminal)Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.Alphabet's Balance Sheet: AA+ Rated By S&PGuruFocus PremiumGOOG has $140 billion in cash and just $13 billion in debt.Its advanced accounting metrics (F, Z, and M-score) are exceptional.F-score is a measure of short-term bankruptcy risk4+ is safe, 7+ very safe and GOOG's is 8M-score is 84% to 92% accurate at forecasting long-term bankruptcies1.81+ is safe, 3+ is very safe and GOOG's is 13.04M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting-1.78 or lower is safe and GOOG's is -2.48Meta's Balance Sheet: Effectively AAAGuruFocus PremiumThe only \"debt\" Meta has is receivables, it actually carries no long-term debt.That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.because it's literally not possible for FB to default on debt it doesn't haveCredit Rating30-Year Bankruptcy ProbabilityAAA (Meta)0.07%AA+ (Alphabet)0.29%AA0.51%AA-0.55%A+0.60%A0.66%A-2.5%BBB+5%BBB7.5%BBB-11%BB+14%BB17%BB-21%B+25%B37%B-45%CCC+52%CCC59%CCC-65%CC70%C80%D100%(Sources: S&P, University of St. Petersberg)This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately1 in 1,429 for FB1 in 345 for GOOGAnd both companies' balance sheets are expected to keep getting stronger over time.Alphabet: Consensus $441 Billion In Net Cash By 2027 FactSet Research TerminalMeta: Consensus $71 Billion In Net Cash By 2027FactSet Research TerminalNow let's consider profitability, Wall Street's favorite quality proxy.Profitability: Winner, Meta By A Small AmountMeta Profitability Vs PeersGurufocus PremiumAlphabet Profitability Vs PeersGurufocus PremiumBoth companies are profit-minting machines.YchartsThese are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.FactSet Research TerminalFB's free cash flow is expected to keep growing and reach $77 billion in 2027.This is expected to result in impressive buybacks in the coming years.$219 billion in consensus buybacks through 202738% of shares at current valuationsFactSet Research TerminalGOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.$380 billion in consensus buybacks through 202721% of shares at current valuationsNow let's consider one important profitability metric in particular.Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.ROC = pre-tax profit/operating capital (the money it takes to run the business).S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)CompanyROC (Greenblatt)ROC Industry Percentile13-Year Median ROC5-Year ROC Trend (OTC:CAGR)Meta Platforms74%65%95%-16%Alphabet87%67%74%-7%(Source: DK Research Terminal, FactSet)In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.Valuation: Winner, MetaCompanyAverage Fair ValueCurrent PriceDiscount To Fair ValueDK RatingPE 2022PEG 2022Meta Platforms$265.75$214.3519.6%Potentially Reasonable Buy17.191.49Alphabet$3,161.89$2,771.9212.3%Potentially Good Buy23.511.67(Source: DK Research Terminal, FactSet)FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.20% discount is needed to make FB a potentially good buy given its lower quality and risk profileIf we back out cash we see that FB is once more the more undervalued company.FB EV/EBITDA: 9.5GOOG EV/EBITDA: 14.5However, both companies are trading at highly attractive valuations.Company12-Month Consensus Total Return Potential12-Month Fundamentally Justified Upside Total Return PotentialMeta Platforms48.47%23.98%Alphabet25.77%14.11%(Source: DK Research Terminal, FactSet)This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.Long-Term Total Return Potential: Winner, AlphabetCompanyYieldFactSet Long-Term Consensus Growth RateLT Consensus Total Return PotentialRisk-Adjusted Expected ReturnMeta Platforms0.00%11.5%11.5%8.1%Alphabet0.00%14.1%14.1%9.9%(Source: DK Research Terminal, FactSet)GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10 Year Inflation And Risk-Adjusted ReturnEurope2.6%12.8%15.4%10.7%8.6%8.42.27Value2.1%12.1%14.1%9.9%7.7%9.32.10Alphabet0.0%14.1%14.1%9.9%7.7%9.42.10High-Yield2.8%11.3%14.1%9.9%7.7%9.42.10High-Yield + Growth1.7%11.0%12.7%8.9%6.7%10.81.91Safe Midstream + Growth3.3%8.5%11.8%8.3%6.1%11.81.80Meta0.0%11.50%11.5%8.1%5.9%12.31.77Nasdaq (Growth)0.8%10.7%11.5%8.1%5.9%12.31.77Safe Midstream5.5%6.0%11.5%8.1%5.9%12.31.77Dividend Aristocrats2.2%8.9%11.1%7.8%5.6%12.91.72REITs + Growth1.8%8.9%10.6%7.4%5.2%13.71.67S&P 5001.4%8.5%9.9%7.0%4.8%15.11.59Realty Income4.6%5.2%9.8%6.9%4.7%15.41.58Dividend Growth1.6%8.0%9.6%6.7%4.5%15.91.56REITs2.9%6.5%9.4%6.6%4.4%16.41.5460/40 Retirement Portfolio2.1%5.1%7.2%5.1%2.9%24.91.3310-Year US Treasury2.3%0.0%2.3%1.6%-0.5%-131.10.95(Source: Morningstar, FactSet, Ycharts)Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.What kind of difference does 2.6% per year in potential extra returns actually mean for your life?Inflation-Adjusted Consensus Return Forecast: $1,000 Initial InvestmentTime Frame (Years)7.7% CAGR Inflation-Adjusted S&P Consensus11.9% Inflation-Adjusted GOOG Consensus9.3% CAGR Inflation-Adjusted FB ConsensusDifference Between Inflation Adjusted GOOG and FB Consensus Returns5$1,449.03$1,756.06$1,561.34$194.7110$2,099.70$3,083.73$2,437.79$645.9515$3,042.53$5,415.21$3,806.22$1,608.9920$4,408.74$9,509.42$5,942.82$3,566.6025$6,388.41$16,699.08$9,278.77$7,420.3130$9,257.02$29,324.53$14,487.34$14,837.19(Source: Morningstar, FactSet, Ycharts)Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.Time Frame (Years)Ratio Inflation-Adjusted GOOG and FB Consensus51.12101.26151.42201.60251.80302.02(Source: DK Research Terminal, FactSet)In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.Short & Medium-Term Total Return Potential: TieMeta 2024 Consensus Return Potential FAST Graphs, FactSet ResearchFB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.analyst 12-month consensus forecast is for 21.9 PEThis means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.What about the next five years?S&P 500 2027 Consensus Return PotentialYearUpside Potential By End of That YearConsensus CAGR Return Potential By End of That YearProbability-Weighted Return (Annualized)Inflation And Risk-Adjusted Expected Returns202734.75%6.15%4.61%1.27%(Source: DK S&P 500 Valuation And Total Return Tool)For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.Meta 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchFB could more than double your money if it grows as analysts expect over the next five years.3.2X the S&P 500 consensusGOOG 2024 Consensus Return Potential FAST Graphs, FactSet ResearchGOOG could deliver 13% annual returns through 2024 if it grows as expected.In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.GOOG 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchThanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.about 14% annually over the next five yearsalso 3.2X better than the S&P 500Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear WinnerDividend Kings Automated Investment Decision ToolDividend Kings Automated Investment Decision ToolBoth Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.far superior valuationsuperior qualitysuperior long-term return potential to the S&P 500However, when we examine both companies in their entirety one fact is clear.GOOG is a higher quality companyGOOG is a faster-growing company (with potentially 2X better long-term return potential than FB)GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)GOOG has superior return on capital and a more stable moatWhile FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.Not just for the next few weeks, but all of 2022 and beyond.Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.Luck is what happens when preparation meets, opportunity.\" - Roman philosopher Seneca the younger","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010783288,"gmtCreate":1648472065101,"gmtModify":1676534341902,"author":{"id":"3579423477100705","authorId":"3579423477100705","name":"YGLim","avatar":"https://community-static.tradeup.com/news/1a30aba1b358ca42700f11dc26bfcd5e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Well, it's a decision centered around dollars and cents. The most profitable products get the front shelves.","listText":"Well, it's a decision centered around dollars and cents. The most profitable products get the front shelves.","text":"Well, it's a decision centered around dollars and cents. The most profitable products get the front shelves.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010783288","repostId":"2222620860","repostType":4,"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}