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2022-09-10

Kk

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08:22","market":"us","language":"en","title":"Is Crypto Dead After 2022 Market Crash?","url":"https://stock-news.laohu8.com/highlight/detail?id=2266879811","media":"InvestorPlace","summary":"Is crypto dead? Investors want to know as prices struggle to regain their footing after the big cras","content":"<html><head></head><body><ul><li>Is crypto dead? Investors want to know as prices struggle to regain their footing after the big crash.</li><li>This is a loaded question depending on the type of crypto investor you are, however.</li><li>Crypto will not likely return to its 2021 peak, but that doesn&#39;t mean the asset class is doomed.</li></ul><p><img src=\"https://static.tigerbbs.com/dab89bdd38d6f3240db3b0d1f07740aa\" tg-width=\"1600\" tg-height=\"900\" width=\"100%\" height=\"auto\"/></p><p>This year’s crypto market crash was the worst in the short history of the asset class. That much is true, simply given how many more people were affected in the wake of it as opposed to previous crypto crashes. But is crypto dead as a result? The answer is a bit loaded. What is certain, though, is that a fundamental change will be occurring in the crypto market for years to come.</p><p>The past two years have been great for crypto’s exposure to the mainstream. At this point, everybody and their mother has at least heard of <b>Bitcoin </b>(<b><u>BTC-USD</u></b>). Last fall, countless guides cropped up in response to this, telling people how to navigate crypto questions from family members over the holidays. Celebrities started flocking to non-fungible tokens (NFTs) through <b>Bored Ape Yacht Club</b> as well.</p><p>Throughout 2021, the market capitalization of crypto ebbed and flowed. However, investors can see exactly the point when crypto hit the mainstream via <b>Dogecoin‘s </b>(<u><b>DOGE-USD</b></u>) bull run early that year. At that point, the global crypto market cap shattered through the $1 trillion mark. It then proceeded to climb north of $2 trillion by the end of 2021, aided by BTC’s $67,000 all-time high, the booming success of play-to-earn blockchain games, the foray of NFTs into mainstream art and the speculative wonders of pupcoins like Doge and <b>Shiba Inu</b> (<b><u>SHIB-USD</u></b>).</p><p>Indeed, crypto seemed like an unstoppable force not too long ago. But there’s a major fault line in the industry which was oft overlooked as the asset class continued to make investors rich. Crypto was simply not made to exist like it did during the 2021 gravy train.</p><h2>Crypto: Made for Transactions, Not Gains</h2><p>When Satoshi Nakamoto introduced Bitcoin to the world in 2008, the pseudonymous programmer likely didn’t envision anything like we saw at the height of the crypto bull market. BTC priced in at well over $67,000 apiece and the “hodl” philosophy — buy the dip and never sell — took over. Now, Bitcoin whales collectively own nearly 46% of the coin’s total supply.</p><p>This is just not what Bitcoin was meant to be, however. Sure, the price of BTC was expected to go up some, but that was originally only expected to be through the growth of its practical use cases. At its core, BTC was designed as a mode of transaction for the unbanked. Bitcoin is an alternative to fiat, allowing users to operate outside of the control of central banks.</p><p>Of course, Bitcoin’s not the only crypto like this. Although made as a joke, Dogecoin operates to the same exact ends. Privacy coins like <b>Monero </b>(<b><u>XMR-USD</u></b>) and <b>Zcash</b> (<b><u>ZEC-USD</u></b>) do the same thing as well, with the added goal of making these transactions completely anonymous.</p><p><b>Ethereum</b> (<b><u>ETH-USD</u></b>), the second-largest currency which saw its own price renaissance last year, operates on a different motive. However, ETH is not hell-bent on gains either. Vitalik Buterin and the seven other Ethereum cofounders launched the project with the intention of making a blockchain with a built-in programming language. This created an ecosystem of decentralized apps (dapps) which could be immutable and better-performing in contrast to the World Wide Web we know today.</p><h2>Projects Continue to Innovate After Market Crash</h2><p>Continuing down the list of top cryptos, investors will notice each project was built with a grand vision in mind — ones that never explicitly involve going up in price. Layer-1 projects like <b>Cardano</b> (<b><u>ADA-USD</u></b>), <b>Solana </b>(<b><u>SOL-USD</u></b>) and <b>Polkadot</b> (<b><u>DOT-USD</u></b>) are competitors to Ethereum, sharing the project’s dapp vision. Meanwhile, <b>Tether </b>(<b><u>USDT-USD</u></b>), <b>Binance USD</b> (<b><u>BUSD-USD</u></b>) and <b>USD Coin </b>(<b><u>USDC-USD</u></b>) <i>can’t</i> gain as stablecoins. The list goes on.</p><p>So, is crypto dead in the wake of this recent crash? No, not from an innovation perspective.</p><p>These projects aren’t phased by market volatility, because at the end of the day, they focus on grander visions. The trap investors get caught in when moving from stocks to crypto is believing that crypto developers care about coin prices the same way traditional companies concern themselves with shareholders and stock prices. This isn’t the case. In fact, it’s quite common for projects to forbid talking about price speculation on official channels.</p><p>Developers haven’t ceased innovating since the crypto crash. Investors are still seeing some massive rollouts and upgrades. Ethereum is on the verge of its biggest upgrade ever and Cardano is soon to follow with its own hard fork. <b>Ripple </b>(<b><u>XRP-USD</u></b>) is also working closely with banks on implementing a new worldwide banking communications standard.</p><h2>Is Crypto Dead? To a Certain Demographic, Yes.</h2><p>The question “Is crypto dead?” comes down to simple framing. Are you an investor looking to 10x your investment on some speculative token with no practical use cases? Are you buying an art NFT and banking on some celebrity to pick up their own from the same collection? If so, the answer to the “dead” question is probably <i>yes.</i></p><p>The market crash is sending crypto into capitulation and the chances we see something like 2021 happening again are not very high. Put simply, the industry had caught lightning in a jar. Prices were already on the rise, more investors than ever were participating in the market, the pandemic had created extremely favorable macroeconomic conditions and — most importantly — there were no regulations.</p><p>Nearly every country is regulating crypto now, especially the United States. The U.S. Securities &amp; Exchange Commission is massively clamping down on projects, particularly in the wake of the crash. Moving forward, investigations and legal challenges could hamper even the most innovative projects in the space. There’s not much room, then, for the more speculative plays to crop up and immediately soar like before.</p><p>Crypto investing isn’t completely dead. But it is certainly much less favorable to those only interested in speculative investing and the potential for massive gains. The recent crash brought an end to yet another speculative asset bubble; first there was the Dotcom bubble, then the housing bubble and now here we are. Obviously, web stocks didn’t disappear entirely, nor did housing. But they haven’t looked anything like they did at their peak hype. Neither will crypto.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Crypto Dead After 2022 Market Crash?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Crypto Dead After 2022 Market Crash?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-10 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/is-crypto-dead-after-2022-market-crash/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Is crypto dead? Investors want to know as prices struggle to regain their footing after the big crash.This is a loaded question depending on the type of crypto investor you are, however.Crypto will ...</p>\n\n<a href=\"https://investorplace.com/2022/09/is-crypto-dead-after-2022-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","GBTC":"Grayscale Bitcoin Trust"},"source_url":"https://investorplace.com/2022/09/is-crypto-dead-after-2022-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266879811","content_text":"Is crypto dead? Investors want to know as prices struggle to regain their footing after the big crash.This is a loaded question depending on the type of crypto investor you are, however.Crypto will not likely return to its 2021 peak, but that doesn't mean the asset class is doomed.This year’s crypto market crash was the worst in the short history of the asset class. That much is true, simply given how many more people were affected in the wake of it as opposed to previous crypto crashes. But is crypto dead as a result? The answer is a bit loaded. What is certain, though, is that a fundamental change will be occurring in the crypto market for years to come.The past two years have been great for crypto’s exposure to the mainstream. At this point, everybody and their mother has at least heard of Bitcoin (BTC-USD). Last fall, countless guides cropped up in response to this, telling people how to navigate crypto questions from family members over the holidays. Celebrities started flocking to non-fungible tokens (NFTs) through Bored Ape Yacht Club as well.Throughout 2021, the market capitalization of crypto ebbed and flowed. However, investors can see exactly the point when crypto hit the mainstream via Dogecoin‘s (DOGE-USD) bull run early that year. At that point, the global crypto market cap shattered through the $1 trillion mark. It then proceeded to climb north of $2 trillion by the end of 2021, aided by BTC’s $67,000 all-time high, the booming success of play-to-earn blockchain games, the foray of NFTs into mainstream art and the speculative wonders of pupcoins like Doge and Shiba Inu (SHIB-USD).Indeed, crypto seemed like an unstoppable force not too long ago. But there’s a major fault line in the industry which was oft overlooked as the asset class continued to make investors rich. Crypto was simply not made to exist like it did during the 2021 gravy train.Crypto: Made for Transactions, Not GainsWhen Satoshi Nakamoto introduced Bitcoin to the world in 2008, the pseudonymous programmer likely didn’t envision anything like we saw at the height of the crypto bull market. BTC priced in at well over $67,000 apiece and the “hodl” philosophy — buy the dip and never sell — took over. Now, Bitcoin whales collectively own nearly 46% of the coin’s total supply.This is just not what Bitcoin was meant to be, however. Sure, the price of BTC was expected to go up some, but that was originally only expected to be through the growth of its practical use cases. At its core, BTC was designed as a mode of transaction for the unbanked. Bitcoin is an alternative to fiat, allowing users to operate outside of the control of central banks.Of course, Bitcoin’s not the only crypto like this. Although made as a joke, Dogecoin operates to the same exact ends. Privacy coins like Monero (XMR-USD) and Zcash (ZEC-USD) do the same thing as well, with the added goal of making these transactions completely anonymous.Ethereum (ETH-USD), the second-largest currency which saw its own price renaissance last year, operates on a different motive. However, ETH is not hell-bent on gains either. Vitalik Buterin and the seven other Ethereum cofounders launched the project with the intention of making a blockchain with a built-in programming language. This created an ecosystem of decentralized apps (dapps) which could be immutable and better-performing in contrast to the World Wide Web we know today.Projects Continue to Innovate After Market CrashContinuing down the list of top cryptos, investors will notice each project was built with a grand vision in mind — ones that never explicitly involve going up in price. Layer-1 projects like Cardano (ADA-USD), Solana (SOL-USD) and Polkadot (DOT-USD) are competitors to Ethereum, sharing the project’s dapp vision. Meanwhile, Tether (USDT-USD), Binance USD (BUSD-USD) and USD Coin (USDC-USD) can’t gain as stablecoins. The list goes on.So, is crypto dead in the wake of this recent crash? No, not from an innovation perspective.These projects aren’t phased by market volatility, because at the end of the day, they focus on grander visions. The trap investors get caught in when moving from stocks to crypto is believing that crypto developers care about coin prices the same way traditional companies concern themselves with shareholders and stock prices. This isn’t the case. In fact, it’s quite common for projects to forbid talking about price speculation on official channels.Developers haven’t ceased innovating since the crypto crash. Investors are still seeing some massive rollouts and upgrades. Ethereum is on the verge of its biggest upgrade ever and Cardano is soon to follow with its own hard fork. Ripple (XRP-USD) is also working closely with banks on implementing a new worldwide banking communications standard.Is Crypto Dead? To a Certain Demographic, Yes.The question “Is crypto dead?” comes down to simple framing. Are you an investor looking to 10x your investment on some speculative token with no practical use cases? Are you buying an art NFT and banking on some celebrity to pick up their own from the same collection? If so, the answer to the “dead” question is probably yes.The market crash is sending crypto into capitulation and the chances we see something like 2021 happening again are not very high. Put simply, the industry had caught lightning in a jar. Prices were already on the rise, more investors than ever were participating in the market, the pandemic had created extremely favorable macroeconomic conditions and — most importantly — there were no regulations.Nearly every country is regulating crypto now, especially the United States. The U.S. Securities & Exchange Commission is massively clamping down on projects, particularly in the wake of the crash. Moving forward, investigations and legal challenges could hamper even the most innovative projects in the space. There’s not much room, then, for the more speculative plays to crop up and immediately soar like before.Crypto investing isn’t completely dead. But it is certainly much less favorable to those only interested in speculative investing and the potential for massive gains. The recent crash brought an end to yet another speculative asset bubble; first there was the Dotcom bubble, then the housing bubble and now here we are. Obviously, web stocks didn’t disappear entirely, nor did housing. But they haven’t looked anything like they did at their peak hype. Neither will crypto.","news_type":1},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931583372,"gmtCreate":1662479375497,"gmtModify":1676537070119,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"K lor","listText":"K lor","text":"K lor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931583372","repostId":"1134734468","repostType":4,"repost":{"id":"1134734468","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662477976,"share":"https://ttm.financial/m/news/1134734468?lang=&edition=fundamental","pubTime":"2022-09-06 23:26","market":"us","language":"en","title":"U.S. Stocks Showed a U-Turn in Morning Trading; Both S&P500 and Dow Jones Turned up While Nasdaq Remained Low","url":"https://stock-news.laohu8.com/highlight/detail?id=1134734468","media":"Tiger Newspress","summary":"U.S. stocks mixed in morning trading. Both S&P500 and Dow Jones rose 0.17%, 0.11% separately, while ","content":"<html><head></head><body><p>U.S. stocks mixed in morning trading. Both S&amp;P500 and Dow Jones rose 0.17%, 0.11% separately, while Nasdaq slid 0.11%.<img src=\"https://static.tigerbbs.com/8fb78105ecd5942acf8dedba5fbd2e4d\" tg-width=\"624\" tg-height=\"120\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Showed a U-Turn in Morning Trading; Both S&P500 and Dow Jones Turned up While Nasdaq Remained Low</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Showed a U-Turn in Morning Trading; Both S&P500 and Dow Jones Turned up While Nasdaq Remained Low\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\">2022-09-06 23:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks mixed in morning trading. Both S&amp;P500 and Dow Jones rose 0.17%, 0.11% separately, while Nasdaq slid 0.11%.<img src=\"https://static.tigerbbs.com/8fb78105ecd5942acf8dedba5fbd2e4d\" tg-width=\"624\" tg-height=\"120\" referrerpolicy=\"no-referrer\"/></p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134734468","content_text":"U.S. stocks mixed in morning trading. Both S&P500 and Dow Jones rose 0.17%, 0.11% separately, while Nasdaq slid 0.11%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933269717,"gmtCreate":1662299444639,"gmtModify":1676537032739,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Kk","listText":"Kk","text":"Kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9933269717","repostId":"1114052367","repostType":4,"repost":{"id":"1114052367","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662260377,"share":"https://ttm.financial/m/news/1114052367?lang=&edition=fundamental","pubTime":"2022-09-04 10:59","market":"us","language":"en","title":"Reminder: US Market Will be Closed for Labor Day on Monday, 5 September 2022 EDT","url":"https://stock-news.laohu8.com/highlight/detail?id=1114052367","media":"Tiger Newspress","summary":"Dear Valued Client,US Labor Day is around the corner. The U.S. market will be closed on Monday, 5 Se","content":"<html><head></head><body><p>Dear Valued Client,</p><p>US Labor Day is around the corner. The U.S. market will be closed on Monday, 5 September 2022 EDT. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/617f2a63df7eacd3e0db4c21d33077ea\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>Happy investing!</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>Reminder: US Market Will be Closed for Labor Day on Monday, 5 September 2022 EDT</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: US Market Will be Closed for Labor Day on Monday, 5 September 2022 EDT\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\">2022-09-04 10:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dear Valued Client,</p><p>US Labor Day is around the corner. The U.S. market will be closed on Monday, 5 September 2022 EDT. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/617f2a63df7eacd3e0db4c21d33077ea\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><p>Happy investing!</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114052367","content_text":"Dear Valued Client,US Labor Day is around the corner. The U.S. market will be closed on Monday, 5 September 2022 EDT. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.Happy investing!","news_type":1},"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933912158,"gmtCreate":1662196516775,"gmtModify":1676537017054,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Really&nbsp;","listText":"Really&nbsp;","text":"Really","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9933912158","repostId":"1184784977","repostType":4,"repost":{"id":"1184784977","kind":"news","pubTimestamp":1662174038,"share":"https://ttm.financial/m/news/1184784977?lang=&edition=fundamental","pubTime":"2022-09-03 11:00","market":"other","language":"en","title":"September May Bring The S&P 500 Back To Its June Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=1184784977","media":"Seeking Alpha","summary":"SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500 has fallen sharply in recent days, as the dovish pivot has vanished.</li><li>An FOMC meeting and a slew of economic data will make September very volatile.</li><li>Rising rates and uncertainty could put the June lows in play.</li></ul><p>Stocks are off to a turbulent start in September, as the Fed crushed all hopes of a dovish pivot at the Jackson Hole meeting last Friday. To make matters worse, September will hold several key economic data points and an FOMC meeting which could create even more volatility in a seasonally lousy time.</p><p>Today&#39;s job report appeared a bit weaker on the surface due to the rising unemployment rate. However, the jobs data showed that the pace of hiring in the economy is still strong, and wage growth remains elevated, despite rising slower than inflation.</p><p>The increase in unemployment was driven mainly by the number of workers not in the workforce dropping by 613,000 while the population growth increased by 172,000. This increased the civilian labor force by 786,000, with 442,000 finding work and 344,000 moving into the unemployed column. Unemployment didn&#39;t rise because people were losing jobs; unemployment increased because people were pulled into the labor force, perhaps because of solid wage growth, which increased by 5.2% year-over-year.</p><p><img src=\"https://static.tigerbbs.com/b84ce593ffddaaaf877449fe8aa645d2\" tg-width=\"640\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p><p>BLS.GOV</p><p>More interesting is that the pace of hiring in the household survey accelerated in August and increased at its fastest rate since March 2022. None of the data from the unemployment report would suggest the Fed is likely to do anything different than it has previously indicated.</p><p><img src=\"https://static.tigerbbs.com/791401f8937b11a9c345764a956dbed6\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Meanwhile, CPI is likely still tracking above 8% for August and September, based on the Cleveland Fed estimates. Currently, estimates are for a year-over-year inflation rate of 8.3% for August, and 8.4% for September. Meanwhile, core CPI is forecast to rise by 6.25% in August and 6.6% in September. The increase in CPI for August would be slightly slower than 8.5% for July, while core CPI would be somewhat faster than the 5.9% y/y change.</p><p><img src=\"https://static.tigerbbs.com/f7e19e82ac100d02e922240146dd66a6\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>A rising core CPI and a strong employment report could push the Fed to raise rates by 75 bps in September. While markets are leaning towards a 75 bps rate hike in September, they aren&#39;t convinced, with current odds at just 62%.</p><p><img src=\"https://static.tigerbbs.com/67b0ea44418c49e83255c4d0524d70bb\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>CME Group</p><p>On top of that September tends to be, on average over the past 30 years, the weakest month with an average decline of -0.34%. The declines have been as much as 11%, and the gains have been as much as 8.8%.</p><p><img src=\"https://static.tigerbbs.com/779c427f3192a6ad21f8686b92e742f1\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>S&amp;P 500 Valuation Is Rich Versus Bonds</b></p><p>Data and questions around the next Fed meeting will create a lot of volatility in an already weak time of the year. Interest rates have risen dramatically since Jackson Hole, pushing the S&amp;P 500&#39;s valuation to historically high levels relative to the 10-yr yield, with a current spread between the earnings yield and the 10-yr rate now at 2.47%. But given, that spread should be widening because that is what happens when financial conditions tighten, it tells us that stocks are overvalued currently versus bonds.</p><p><img src=\"https://static.tigerbbs.com/fb5d69d23d8cf6e3e3a3fc0d6ef85286\" tg-width=\"640\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>With a nominal 10-Yr rate hovering around 3.25%, if the spread between the S&amp;P 500 earnings yield and the 10-Yr rate moves up to 3%, it would assume an earnings yield for the S&amp;P 500 of 6.25%, or a PE Ratio of 16, which is about 9% lower than the S&amp;P&#39;s current PE of roughly 17.6. That would equate to a value on the S&amp;P 500 of approximately 3,640 and close to the June lows.</p><p><b>June Lows Are In-Play</b></p><p>The likelihood of the S&amp;P 500 retesting those June lows seems to be increasing, and today&#39;s job data isn&#39;t likely to help. The fact of the matter is that rates are rising, and the August jobs data do not suggest the Fed should slow rate hikes or change its policy path, and the CPI data isn&#39;t likely to either. This means the Fed should remain on course to raise rates to around 4% by the middle of 2023, as the Fed Funds Futures are pricing. Given that, it will be tough for an equity rally to see a sustained advance.</p><p><img src=\"https://static.tigerbbs.com/0df38f9295305d9279da28bfae09f5b1\" tg-width=\"640\" tg-height=\"503\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As rates continue to price higher, not only will nominal rates climb, but so will real rates, and currently, the 5-year and 10-Yr TIP rates have climbed right back to or above their cycle highs. This means that if real rates are rising, shouldn&#39;t the earnings yield of the S&amp;P 500 be rising too? After all, they have followed each other this closely for the past five years; shouldn&#39;t that continue well into the future?</p><p><img src=\"https://static.tigerbbs.com/7d089ca0d6d95c63abe24819e26ed648\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Unless, of course, you still think the Fed will make a dovish pivot.</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>September May Bring The S&P 500 Back To Its June Lows</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\">\nSeptember May Bring The S&P 500 Back To Its June Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeting and a slew of economic data will make September very volatile.Rising rates and uncertainty could ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows\">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","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184784977","content_text":"SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeting and a slew of economic data will make September very volatile.Rising rates and uncertainty could put the June lows in play.Stocks are off to a turbulent start in September, as the Fed crushed all hopes of a dovish pivot at the Jackson Hole meeting last Friday. To make matters worse, September will hold several key economic data points and an FOMC meeting which could create even more volatility in a seasonally lousy time.Today's job report appeared a bit weaker on the surface due to the rising unemployment rate. However, the jobs data showed that the pace of hiring in the economy is still strong, and wage growth remains elevated, despite rising slower than inflation.The increase in unemployment was driven mainly by the number of workers not in the workforce dropping by 613,000 while the population growth increased by 172,000. This increased the civilian labor force by 786,000, with 442,000 finding work and 344,000 moving into the unemployed column. Unemployment didn't rise because people were losing jobs; unemployment increased because people were pulled into the labor force, perhaps because of solid wage growth, which increased by 5.2% year-over-year.BLS.GOVMore interesting is that the pace of hiring in the household survey accelerated in August and increased at its fastest rate since March 2022. None of the data from the unemployment report would suggest the Fed is likely to do anything different than it has previously indicated.BloombergMeanwhile, CPI is likely still tracking above 8% for August and September, based on the Cleveland Fed estimates. Currently, estimates are for a year-over-year inflation rate of 8.3% for August, and 8.4% for September. Meanwhile, core CPI is forecast to rise by 6.25% in August and 6.6% in September. The increase in CPI for August would be slightly slower than 8.5% for July, while core CPI would be somewhat faster than the 5.9% y/y change.BloombergA rising core CPI and a strong employment report could push the Fed to raise rates by 75 bps in September. While markets are leaning towards a 75 bps rate hike in September, they aren't convinced, with current odds at just 62%.CME GroupOn top of that September tends to be, on average over the past 30 years, the weakest month with an average decline of -0.34%. The declines have been as much as 11%, and the gains have been as much as 8.8%.BloombergS&P 500 Valuation Is Rich Versus BondsData and questions around the next Fed meeting will create a lot of volatility in an already weak time of the year. Interest rates have risen dramatically since Jackson Hole, pushing the S&P 500's valuation to historically high levels relative to the 10-yr yield, with a current spread between the earnings yield and the 10-yr rate now at 2.47%. But given, that spread should be widening because that is what happens when financial conditions tighten, it tells us that stocks are overvalued currently versus bonds.BloombergWith a nominal 10-Yr rate hovering around 3.25%, if the spread between the S&P 500 earnings yield and the 10-Yr rate moves up to 3%, it would assume an earnings yield for the S&P 500 of 6.25%, or a PE Ratio of 16, which is about 9% lower than the S&P's current PE of roughly 17.6. That would equate to a value on the S&P 500 of approximately 3,640 and close to the June lows.June Lows Are In-PlayThe likelihood of the S&P 500 retesting those June lows seems to be increasing, and today's job data isn't likely to help. The fact of the matter is that rates are rising, and the August jobs data do not suggest the Fed should slow rate hikes or change its policy path, and the CPI data isn't likely to either. This means the Fed should remain on course to raise rates to around 4% by the middle of 2023, as the Fed Funds Futures are pricing. Given that, it will be tough for an equity rally to see a sustained advance.BloombergAs rates continue to price higher, not only will nominal rates climb, but so will real rates, and currently, the 5-year and 10-Yr TIP rates have climbed right back to or above their cycle highs. This means that if real rates are rising, shouldn't the earnings yield of the S&P 500 be rising too? After all, they have followed each other this closely for the past five years; shouldn't that continue well into the future?BloombergUnless, of course, you still think the Fed will make a dovish pivot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930489815,"gmtCreate":1661993127744,"gmtModify":1676536619600,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"K can","listText":"K can","text":"K can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9930489815","repostId":"2264232068","repostType":4,"repost":{"id":"2264232068","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1661990277,"share":"https://ttm.financial/m/news/2264232068?lang=&edition=fundamental","pubTime":"2022-09-01 07:57","market":"us","language":"en","title":"\"Prepare for an Epic Finale\": Jeremy Grantham Warns \"Tragedy\" Looms as \"Superbubble\" May Burst","url":"https://stock-news.laohu8.com/highlight/detail?id=2264232068","media":"Dow Jones","summary":"Jeremy Grantham, co-founder of GMO, warns that a “superbubble” now appears between its third and fin","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e30283c0fa974f75392c6e017fc03beb\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Jeremy Grantham, co-founder of GMO, warns that a “superbubble” now appears between its third and final act.</span></p><p>A &#34;superbubble&#34; appears dangerously near its &#34;final act&#34; after the recent rally in U.S. stocks lured some investors back into the market just ahead of potential &#34;tragedy,&#34; according to Jeremy Grantham, the legendary co-founder of Boston-based investment firm GMO.</p><p>Grantham, who has repeatedly warned investors of a bubble in markets, said in a paper Wednesday that &#34;superbubbles are events unlike any others&#34; and share some common features.</p><p>&#34;One of those features is the bear-market rally after the initial derating stage of the decline but before the economy has clearly begun to deteriorate, as it always has when superbubbles burst,&#34; said Grantham. &#34;This, in all three previous cases, recovered over half the market&#39;s initial losses, luring unwary investors back just in time for the market to turn down again, only more viciously, and the economy to weaken. This summer&#39;s rally has so far perfectly fit the pattern.&#34;</p><p>The U.S. stock market tumbled during the first half of 2022 as investors anticipated soaring inflation would lead to a hawkish Federal Reserve. The S&amp;P 500 closed at a low this year of 3,666.77 on June 16, before surging over the summer along with other stock benchmarks amid investor optimism over signs that the highest inflation in decades was easing.</p><p>Fed Chair Jerome Powell recently ended that rally with his Aug. 26 speech at the Jackson Hole, Wyo., economic symposium, wiping out this month&#39;s gains as he reiterated that the central bank would keep tightening its monetary policy to tame soaring inflation. He warned that the Fed would battle inflation until the job was done, even as it may bring pain to households and businesses.</p><p>&#34;The U.S. stock market remains very expensive and an increase in inflation like the one this year has always hurt multiples, although more slowly than normal this time,&#34; Grantham said. &#34;But now the fundamentals have also started to deteriorate enormously and surprisingly: Between COVID in China, war in Europe, food and energy crises, record fiscal tightening, and more, the outlook is far grimmer than could have been foreseen in January.&#34;</p><p>Grantham had warned in a January paper that the U.S. was approaching the end of a &#34;superbubble&#34; spanning across stocks, bonds, real estate and commodities following massive stimulus during the COVID-19 pandemic.</p><p>In his paper Wednesday, Grantham said &#34;the current superbubble features an unprecedentedly dangerous mix of cross-asset overvaluation (with bonds, housing, and stocks all critically overpriced and now rapidly losing momentum), commodity shock, and Fed hawkishness.&#34;</p><p>The bursting of superbubbles has multiple stages, according to Grantham.</p><p>First the bubble forms and then a &#34;setback&#34; in valuations -- such as the one seen in the first half of 2022 -- occurs as investors come to realize &#34;perfection&#34; won&#39;t last, he said. &#34;Then there is what we have just seen -- the bear-market rally,&#34; before finally &#34;fundamentals deteriorate&#34; and the market drops to a low.</p><p>&#34;Bear-market rallies in superbubbles are easier and faster than any other rallies,&#34; he said. &#34;Investors surmise, this stock sold for $100 6 months ago, so now at $50, or $60, or $70, it must be cheap.&#34;</p><p>At the intraday peak on Aug. 16, the S&amp;P 500 had made back 58% of its losses since its June low, according to Grantham. That was &#34;eerily similar to these other historic superbubbles.&#34;</p><p>For example, &#34;from the November low in 1929 to the April 1930 high, the market rallied 46% -- a 55% recovery of the loss from the peak,&#34; he said.</p><p>He also highlighted  the &#34;speed and scale&#34; of other bear-market rallies.</p><p>&#34;In 1973, the summer rally after the initial decline recovered 59% of the S&amp;P 500&#39;s total loss from the high,&#34; he wrote. More recently, in 2000, Grantham wrote that &#34;the Nasdaq (which had been the main event of the tech bubble) recovered 60% of its initial losses in just 2 months.&#34;</p><p>U.S. stocks ended lower Wednesday, with all three major benchmarks booking a fourth straight day of declines on the final day of August. The Dow Jones Industrial Average  dropped 0.9%, while the S&amp;P 500  fell 0.8% and the technology-heavy Nasdaq Composite  slid 0.6%.</p><p>&#34;Economic data inevitably lags major turning points in the economy,&#34; said Grantham. &#34;To make matters worse, at the turn of events like 2000 and 2007, data series like corporate profits and employment can subsequently be massively revised downwards.&#34;</p><p>&#34;It is during this lag that the bear-market rally typically occurs,&#34; he said. And now the current superbubble appears to have &#34;paused between the third and final act,&#34; according to Grantham.</p><p>&#34;Prepare for an epic finale,&#34; he said. &#34;If history repeats, the play will once again be a Tragedy. We must hope this time for a minor one.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"Prepare for an Epic Finale\": Jeremy Grantham Warns \"Tragedy\" Looms as \"Superbubble\" May Burst</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\">\n\"Prepare for an Epic Finale\": Jeremy Grantham Warns \"Tragedy\" Looms as \"Superbubble\" May Burst\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-01 07:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e30283c0fa974f75392c6e017fc03beb\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Jeremy Grantham, co-founder of GMO, warns that a “superbubble” now appears between its third and final act.</span></p><p>A &#34;superbubble&#34; appears dangerously near its &#34;final act&#34; after the recent rally in U.S. stocks lured some investors back into the market just ahead of potential &#34;tragedy,&#34; according to Jeremy Grantham, the legendary co-founder of Boston-based investment firm GMO.</p><p>Grantham, who has repeatedly warned investors of a bubble in markets, said in a paper Wednesday that &#34;superbubbles are events unlike any others&#34; and share some common features.</p><p>&#34;One of those features is the bear-market rally after the initial derating stage of the decline but before the economy has clearly begun to deteriorate, as it always has when superbubbles burst,&#34; said Grantham. &#34;This, in all three previous cases, recovered over half the market&#39;s initial losses, luring unwary investors back just in time for the market to turn down again, only more viciously, and the economy to weaken. This summer&#39;s rally has so far perfectly fit the pattern.&#34;</p><p>The U.S. stock market tumbled during the first half of 2022 as investors anticipated soaring inflation would lead to a hawkish Federal Reserve. The S&amp;P 500 closed at a low this year of 3,666.77 on June 16, before surging over the summer along with other stock benchmarks amid investor optimism over signs that the highest inflation in decades was easing.</p><p>Fed Chair Jerome Powell recently ended that rally with his Aug. 26 speech at the Jackson Hole, Wyo., economic symposium, wiping out this month&#39;s gains as he reiterated that the central bank would keep tightening its monetary policy to tame soaring inflation. He warned that the Fed would battle inflation until the job was done, even as it may bring pain to households and businesses.</p><p>&#34;The U.S. stock market remains very expensive and an increase in inflation like the one this year has always hurt multiples, although more slowly than normal this time,&#34; Grantham said. &#34;But now the fundamentals have also started to deteriorate enormously and surprisingly: Between COVID in China, war in Europe, food and energy crises, record fiscal tightening, and more, the outlook is far grimmer than could have been foreseen in January.&#34;</p><p>Grantham had warned in a January paper that the U.S. was approaching the end of a &#34;superbubble&#34; spanning across stocks, bonds, real estate and commodities following massive stimulus during the COVID-19 pandemic.</p><p>In his paper Wednesday, Grantham said &#34;the current superbubble features an unprecedentedly dangerous mix of cross-asset overvaluation (with bonds, housing, and stocks all critically overpriced and now rapidly losing momentum), commodity shock, and Fed hawkishness.&#34;</p><p>The bursting of superbubbles has multiple stages, according to Grantham.</p><p>First the bubble forms and then a &#34;setback&#34; in valuations -- such as the one seen in the first half of 2022 -- occurs as investors come to realize &#34;perfection&#34; won&#39;t last, he said. &#34;Then there is what we have just seen -- the bear-market rally,&#34; before finally &#34;fundamentals deteriorate&#34; and the market drops to a low.</p><p>&#34;Bear-market rallies in superbubbles are easier and faster than any other rallies,&#34; he said. &#34;Investors surmise, this stock sold for $100 6 months ago, so now at $50, or $60, or $70, it must be cheap.&#34;</p><p>At the intraday peak on Aug. 16, the S&amp;P 500 had made back 58% of its losses since its June low, according to Grantham. That was &#34;eerily similar to these other historic superbubbles.&#34;</p><p>For example, &#34;from the November low in 1929 to the April 1930 high, the market rallied 46% -- a 55% recovery of the loss from the peak,&#34; he said.</p><p>He also highlighted  the &#34;speed and scale&#34; of other bear-market rallies.</p><p>&#34;In 1973, the summer rally after the initial decline recovered 59% of the S&amp;P 500&#39;s total loss from the high,&#34; he wrote. More recently, in 2000, Grantham wrote that &#34;the Nasdaq (which had been the main event of the tech bubble) recovered 60% of its initial losses in just 2 months.&#34;</p><p>U.S. stocks ended lower Wednesday, with all three major benchmarks booking a fourth straight day of declines on the final day of August. The Dow Jones Industrial Average  dropped 0.9%, while the S&amp;P 500  fell 0.8% and the technology-heavy Nasdaq Composite  slid 0.6%.</p><p>&#34;Economic data inevitably lags major turning points in the economy,&#34; said Grantham. &#34;To make matters worse, at the turn of events like 2000 and 2007, data series like corporate profits and employment can subsequently be massively revised downwards.&#34;</p><p>&#34;It is during this lag that the bear-market rally typically occurs,&#34; he said. And now the current superbubble appears to have &#34;paused between the third and final act,&#34; according to Grantham.</p><p>&#34;Prepare for an epic finale,&#34; he said. &#34;If history repeats, the play will once again be a Tragedy. We must hope this time for a minor one.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100","SPXU":"三倍做空标普500ETF","UPRO":"三倍做多标普500ETF","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","SPY":"标普500ETF","BK4504":"桥水持仓","SH":"标普500反向ETF","BK4550":"红杉资本持仓","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","IVV":"标普500指数ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264232068","content_text":"Jeremy Grantham, co-founder of GMO, warns that a “superbubble” now appears between its third and final act.A \"superbubble\" appears dangerously near its \"final act\" after the recent rally in U.S. stocks lured some investors back into the market just ahead of potential \"tragedy,\" according to Jeremy Grantham, the legendary co-founder of Boston-based investment firm GMO.Grantham, who has repeatedly warned investors of a bubble in markets, said in a paper Wednesday that \"superbubbles are events unlike any others\" and share some common features.\"One of those features is the bear-market rally after the initial derating stage of the decline but before the economy has clearly begun to deteriorate, as it always has when superbubbles burst,\" said Grantham. \"This, in all three previous cases, recovered over half the market's initial losses, luring unwary investors back just in time for the market to turn down again, only more viciously, and the economy to weaken. This summer's rally has so far perfectly fit the pattern.\"The U.S. stock market tumbled during the first half of 2022 as investors anticipated soaring inflation would lead to a hawkish Federal Reserve. The S&P 500 closed at a low this year of 3,666.77 on June 16, before surging over the summer along with other stock benchmarks amid investor optimism over signs that the highest inflation in decades was easing.Fed Chair Jerome Powell recently ended that rally with his Aug. 26 speech at the Jackson Hole, Wyo., economic symposium, wiping out this month's gains as he reiterated that the central bank would keep tightening its monetary policy to tame soaring inflation. He warned that the Fed would battle inflation until the job was done, even as it may bring pain to households and businesses.\"The U.S. stock market remains very expensive and an increase in inflation like the one this year has always hurt multiples, although more slowly than normal this time,\" Grantham said. \"But now the fundamentals have also started to deteriorate enormously and surprisingly: Between COVID in China, war in Europe, food and energy crises, record fiscal tightening, and more, the outlook is far grimmer than could have been foreseen in January.\"Grantham had warned in a January paper that the U.S. was approaching the end of a \"superbubble\" spanning across stocks, bonds, real estate and commodities following massive stimulus during the COVID-19 pandemic.In his paper Wednesday, Grantham said \"the current superbubble features an unprecedentedly dangerous mix of cross-asset overvaluation (with bonds, housing, and stocks all critically overpriced and now rapidly losing momentum), commodity shock, and Fed hawkishness.\"The bursting of superbubbles has multiple stages, according to Grantham.First the bubble forms and then a \"setback\" in valuations -- such as the one seen in the first half of 2022 -- occurs as investors come to realize \"perfection\" won't last, he said. \"Then there is what we have just seen -- the bear-market rally,\" before finally \"fundamentals deteriorate\" and the market drops to a low.\"Bear-market rallies in superbubbles are easier and faster than any other rallies,\" he said. \"Investors surmise, this stock sold for $100 6 months ago, so now at $50, or $60, or $70, it must be cheap.\"At the intraday peak on Aug. 16, the S&P 500 had made back 58% of its losses since its June low, according to Grantham. That was \"eerily similar to these other historic superbubbles.\"For example, \"from the November low in 1929 to the April 1930 high, the market rallied 46% -- a 55% recovery of the loss from the peak,\" he said.He also highlighted  the \"speed and scale\" of other bear-market rallies.\"In 1973, the summer rally after the initial decline recovered 59% of the S&P 500's total loss from the high,\" he wrote. More recently, in 2000, Grantham wrote that \"the Nasdaq (which had been the main event of the tech bubble) recovered 60% of its initial losses in just 2 months.\"U.S. stocks ended lower Wednesday, with all three major benchmarks booking a fourth straight day of declines on the final day of August. The Dow Jones Industrial Average  dropped 0.9%, while the S&P 500  fell 0.8% and the technology-heavy Nasdaq Composite  slid 0.6%.\"Economic data inevitably lags major turning points in the economy,\" said Grantham. \"To make matters worse, at the turn of events like 2000 and 2007, data series like corporate profits and employment can subsequently be massively revised downwards.\"\"It is during this lag that the bear-market rally typically occurs,\" he said. And now the current superbubble appears to have \"paused between the third and final act,\" according to Grantham.\"Prepare for an epic finale,\" he said. \"If history repeats, the play will once again be a Tragedy. We must hope this time for a minor one.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930620364,"gmtCreate":1661953276160,"gmtModify":1676536610681,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930620364","repostId":"1171897263","repostType":4,"repost":{"id":"1171897263","kind":"news","pubTimestamp":1661950953,"share":"https://ttm.financial/m/news/1171897263?lang=&edition=fundamental","pubTime":"2022-08-31 21:02","market":"us","language":"en","title":"Tesla Improves Delivery Turnaround Time in China for Some Model Ys","url":"https://stock-news.laohu8.com/highlight/detail?id=1171897263","media":"Seeking Alpha","summary":"Tesla is making some process in China in catching up to demand with delivery waiting times for its r","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is making some process in China in catching up to demand with delivery waiting times for its rear-wheel drive Model Ys in China shortened to a period of one week to four weeks.</p><p>The electric vehicle maker confirmed the new expected delivery time on its Chinese website to mark the second improvement in less than a month.</p><p>There is still a waiting period of 12 to 20 weeks for new buyers of other versions of the SUV and Model 3 sedans as Tesla (TSLA) continues to look to ramp up production and see supply chain snarls clear.</p><p>Shares of Tesla (TSLA) tacked on 0.6% in premarket trading on Wednesday to land at $279.</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>Tesla Improves Delivery Turnaround Time in China for Some Model Ys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Improves Delivery Turnaround Time in China for Some Model Ys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3878893-tesla-improves-delivery-turnaround-time-in-china-for-some-model-ys><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla is making some process in China in catching up to demand with delivery waiting times for its rear-wheel drive Model Ys in China shortened to a period of one week to four weeks.The electric ...</p>\n\n<a href=\"https://seekingalpha.com/news/3878893-tesla-improves-delivery-turnaround-time-in-china-for-some-model-ys\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3878893-tesla-improves-delivery-turnaround-time-in-china-for-some-model-ys","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171897263","content_text":"Tesla is making some process in China in catching up to demand with delivery waiting times for its rear-wheel drive Model Ys in China shortened to a period of one week to four weeks.The electric vehicle maker confirmed the new expected delivery time on its Chinese website to mark the second improvement in less than a month.There is still a waiting period of 12 to 20 weeks for new buyers of other versions of the SUV and Model 3 sedans as Tesla (TSLA) continues to look to ramp up production and see supply chain snarls clear.Shares of Tesla (TSLA) tacked on 0.6% in premarket trading on Wednesday to land at $279.","news_type":1},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997424258,"gmtCreate":1661839792085,"gmtModify":1676536589043,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Can","listText":"Can","text":"Can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997424258","repostId":"2263548318","repostType":4,"repost":{"id":"2263548318","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1661814240,"share":"https://ttm.financial/m/news/2263548318?lang=&edition=fundamental","pubTime":"2022-08-30 07:04","market":"us","language":"en","title":"US STOCKS-Wall Street Retreats as Rate Hike Concerns Persist","url":"https://stock-news.laohu8.com/highlight/detail?id=2263548318","media":"Reuters","summary":"* Traders ramp up bets on 75 basis point rate hike in September* Energy shares climb on crude jump* ","content":"<html><head></head><body><p>* Traders ramp up bets on 75 basis point rate hike in September</p><p>* Energy shares climb on crude jump</p><p>* Bristol Myers Squibb slumps on drug trial data</p><p>* Dow down 0.57%, S&amp;P 500 down 0.67%, Nasdaq down 1.02%</p><p>U.S. stocks closed lower on Monday, adding to last week&#39;s sharp losses on nagging concerns about the Federal Reserve&#39;s determination to aggressively hike interest rates to fight inflation even as the economy slows.</p><p>Fed Chair Jerome Powell said on Friday the U.S. economy would need tight monetary policy &#34;for some time&#34; before inflation is under control, dashing hopes the Fed might pivot to more subdued rate hikes after recent data suggested price pressures were peaking.</p><p>The S&amp;P 500 recovered from session lows that put it down 1% at the lowest in a month, but the benchmark index still notched its biggest two-day percentage decline in 2-1/2 months.</p><p>&#34;Friday’s selloff was frankly overdone, I know (Powell) said he was going to play tough with inflation but it is honestly not that much different than what he has been saying for the last several weeks, he was a little more hawkish but I mean, geez, who is surprised by that, really?&#34; said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p><p>&#34;I don’t see a whole lot of up or downside here in the near term, I see a lot of volatility and that is probably going to be the case at the very least until we get past the September 21 rate hike.&#34;</p><p>The Dow Jones Industrial Average fell 184.41 points, or 0.57%, to 32,098.99, the S&amp;P 500 lost 27.05 points, or 0.67%, to 4,030.61 and the Nasdaq Composite dropped 124.04 points, or 1.02%, to 12,017.67.</p><p>Megacap technology and growth stocks such as Apple Inc , off 1.37%, and Microsoft Corp, down 1.07% were among the biggest drags on the index as Treasury yields rose.</p><p>The CBOE&#39;s volatility index, Wall Street&#39;s fear gauge, hit a seven-week high of 27.67 points.</p><p>Money market traders are pricing in a 72.5% chance of a 75-basis-point interest rate hike at the Fed&#39;s September meeting, which would be the third straight hike of that magnitude. They expect the Fed funds rate to end the year at about 3.7%.</p><p>The two-year Treasury yield, which is particularly sensitive to interest rate expectations, briefly touched a 15-year high, while the closely watched yield curve measured by the gap between two and 10-year yields remained firmly inverted.</p><p>An inversion is considered by many to be a reliable signal of a looming recession.</p><p>Economic data this week is highlighted by the August nonfarm payrolls report due on Friday. Any signs of a slowdown in the labor market might take pressure off the Fed to continue with outsized rate hikes.</p><p>The S&amp;P 500 climbed nearly 11% since mid-June through Friday&#39;s close. It recently found support just above its 50-day moving average, although it remains well below its 200-day moving average. Despite the rebound, some investors remain worried as September approaches due to the historical weakness for stocks during the month and the anticipated hike from the Fed.</p><p>Energy stocks, up 1.54% were a bright spot as crude prices jumped about 4% on possible OPEC+ output cuts and conflict in Libya.</p><p>Bristol Myers Squibb slid 6.24% after its drug candidate for preventing ischemia strokes missed the main goal in a mid-stage trial.</p><p>Volume on U.S. exchanges was 9.36 billion shares, compared with the 10.59 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.19-to-1 ratio; on Nasdaq, a 2.20-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 22 new lows; the Nasdaq Composite recorded 28 new highs and 199 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Retreats as Rate Hike Concerns Persist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Retreats as Rate Hike Concerns Persist\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-08-30 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Traders ramp up bets on 75 basis point rate hike in September</p><p>* Energy shares climb on crude jump</p><p>* Bristol Myers Squibb slumps on drug trial data</p><p>* Dow down 0.57%, S&amp;P 500 down 0.67%, Nasdaq down 1.02%</p><p>U.S. stocks closed lower on Monday, adding to last week&#39;s sharp losses on nagging concerns about the Federal Reserve&#39;s determination to aggressively hike interest rates to fight inflation even as the economy slows.</p><p>Fed Chair Jerome Powell said on Friday the U.S. economy would need tight monetary policy &#34;for some time&#34; before inflation is under control, dashing hopes the Fed might pivot to more subdued rate hikes after recent data suggested price pressures were peaking.</p><p>The S&amp;P 500 recovered from session lows that put it down 1% at the lowest in a month, but the benchmark index still notched its biggest two-day percentage decline in 2-1/2 months.</p><p>&#34;Friday’s selloff was frankly overdone, I know (Powell) said he was going to play tough with inflation but it is honestly not that much different than what he has been saying for the last several weeks, he was a little more hawkish but I mean, geez, who is surprised by that, really?&#34; said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.</p><p>&#34;I don’t see a whole lot of up or downside here in the near term, I see a lot of volatility and that is probably going to be the case at the very least until we get past the September 21 rate hike.&#34;</p><p>The Dow Jones Industrial Average fell 184.41 points, or 0.57%, to 32,098.99, the S&amp;P 500 lost 27.05 points, or 0.67%, to 4,030.61 and the Nasdaq Composite dropped 124.04 points, or 1.02%, to 12,017.67.</p><p>Megacap technology and growth stocks such as Apple Inc , off 1.37%, and Microsoft Corp, down 1.07% were among the biggest drags on the index as Treasury yields rose.</p><p>The CBOE&#39;s volatility index, Wall Street&#39;s fear gauge, hit a seven-week high of 27.67 points.</p><p>Money market traders are pricing in a 72.5% chance of a 75-basis-point interest rate hike at the Fed&#39;s September meeting, which would be the third straight hike of that magnitude. They expect the Fed funds rate to end the year at about 3.7%.</p><p>The two-year Treasury yield, which is particularly sensitive to interest rate expectations, briefly touched a 15-year high, while the closely watched yield curve measured by the gap between two and 10-year yields remained firmly inverted.</p><p>An inversion is considered by many to be a reliable signal of a looming recession.</p><p>Economic data this week is highlighted by the August nonfarm payrolls report due on Friday. Any signs of a slowdown in the labor market might take pressure off the Fed to continue with outsized rate hikes.</p><p>The S&amp;P 500 climbed nearly 11% since mid-June through Friday&#39;s close. It recently found support just above its 50-day moving average, although it remains well below its 200-day moving average. Despite the rebound, some investors remain worried as September approaches due to the historical weakness for stocks during the month and the anticipated hike from the Fed.</p><p>Energy stocks, up 1.54% were a bright spot as crude prices jumped about 4% on possible OPEC+ output cuts and conflict in Libya.</p><p>Bristol Myers Squibb slid 6.24% after its drug candidate for preventing ischemia strokes missed the main goal in a mid-stage trial.</p><p>Volume on U.S. exchanges was 9.36 billion shares, compared with the 10.59 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.19-to-1 ratio; on Nasdaq, a 2.20-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 2 new 52-week highs and 22 new lows; the Nasdaq Composite recorded 28 new highs and 199 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4575":"芯片概念","BK4527":"明星科技股","AAPL":"苹果","BK4501":"段永平概念","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","BK4579":"人工智能","SCHW":"嘉信理财","QID":"纳指两倍做空ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","BK4574":"无人驾驶","BMY":"施贵宝","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4512":"苹果概念","MSFT":"微软","BK4170":"电脑硬件、储存设备及电脑周边","BK4127":"投资银行业与经纪业","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","QQQ":"纳指100ETF","BK4571":"数字音乐概念","BK4507":"流媒体概念","TQQQ":"纳指三倍做多ETF","BK4576":"AR"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263548318","content_text":"* Traders ramp up bets on 75 basis point rate hike in September* Energy shares climb on crude jump* Bristol Myers Squibb slumps on drug trial data* Dow down 0.57%, S&P 500 down 0.67%, Nasdaq down 1.02%U.S. stocks closed lower on Monday, adding to last week's sharp losses on nagging concerns about the Federal Reserve's determination to aggressively hike interest rates to fight inflation even as the economy slows.Fed Chair Jerome Powell said on Friday the U.S. economy would need tight monetary policy \"for some time\" before inflation is under control, dashing hopes the Fed might pivot to more subdued rate hikes after recent data suggested price pressures were peaking.The S&P 500 recovered from session lows that put it down 1% at the lowest in a month, but the benchmark index still notched its biggest two-day percentage decline in 2-1/2 months.\"Friday’s selloff was frankly overdone, I know (Powell) said he was going to play tough with inflation but it is honestly not that much different than what he has been saying for the last several weeks, he was a little more hawkish but I mean, geez, who is surprised by that, really?\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab in Austin, Texas.\"I don’t see a whole lot of up or downside here in the near term, I see a lot of volatility and that is probably going to be the case at the very least until we get past the September 21 rate hike.\"The Dow Jones Industrial Average fell 184.41 points, or 0.57%, to 32,098.99, the S&P 500 lost 27.05 points, or 0.67%, to 4,030.61 and the Nasdaq Composite dropped 124.04 points, or 1.02%, to 12,017.67.Megacap technology and growth stocks such as Apple Inc , off 1.37%, and Microsoft Corp, down 1.07% were among the biggest drags on the index as Treasury yields rose.The CBOE's volatility index, Wall Street's fear gauge, hit a seven-week high of 27.67 points.Money market traders are pricing in a 72.5% chance of a 75-basis-point interest rate hike at the Fed's September meeting, which would be the third straight hike of that magnitude. They expect the Fed funds rate to end the year at about 3.7%.The two-year Treasury yield, which is particularly sensitive to interest rate expectations, briefly touched a 15-year high, while the closely watched yield curve measured by the gap between two and 10-year yields remained firmly inverted.An inversion is considered by many to be a reliable signal of a looming recession.Economic data this week is highlighted by the August nonfarm payrolls report due on Friday. Any signs of a slowdown in the labor market might take pressure off the Fed to continue with outsized rate hikes.The S&P 500 climbed nearly 11% since mid-June through Friday's close. It recently found support just above its 50-day moving average, although it remains well below its 200-day moving average. Despite the rebound, some investors remain worried as September approaches due to the historical weakness for stocks during the month and the anticipated hike from the Fed.Energy stocks, up 1.54% were a bright spot as crude prices jumped about 4% on possible OPEC+ output cuts and conflict in Libya.Bristol Myers Squibb slid 6.24% after its drug candidate for preventing ischemia strokes missed the main goal in a mid-stage trial.Volume on U.S. exchanges was 9.36 billion shares, compared with the 10.59 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 2.19-to-1 ratio; on Nasdaq, a 2.20-to-1 ratio favored decliners.The S&P 500 posted 2 new 52-week highs and 22 new lows; the Nasdaq Composite recorded 28 new highs and 199 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9994751512,"gmtCreate":1661702603039,"gmtModify":1676536563267,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Can","listText":"Can","text":"Can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9994751512","repostId":"1161837457","repostType":4,"repost":{"id":"1161837457","kind":"news","pubTimestamp":1661645647,"share":"https://ttm.financial/m/news/1161837457?lang=&edition=fundamental","pubTime":"2022-08-28 08:14","market":"us","language":"en","title":"Nvidia: Guidance Is A Game-Changer","url":"https://stock-news.laohu8.com/highlight/detail?id=1161837457","media":"Seeking Alpha","summary":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guida","content":"<html><head></head><body><p>Summary</p><ul><li>Massive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.</li><li>Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.</li><li>Nvidia’s FY 2023 revenue estimates are set for a major downward revision.</li></ul><p>Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia&#39;s third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker&#39;s results last year. Because of the size of the expected revenue drop-off in FQ3&#39;23, Nvidia&#39;s shares are likely set to correct further to the downside!</p><p><b>Nvidia&#39;s FQ2&#39;23 earnings card was as expected</b></p><p>Nvidia&#39;s second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia&#39;s FQ2&#39;23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia&#39;s gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia&#39;s graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.</p><p><img src=\"https://static.tigerbbs.com/9690c900cda9585b16d72361723e11ca\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Final FQ2&#39;23 Results</p><p>Nvidia&#39;s Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia&#39;s computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia&#39;s Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia&#39;s Gaming segment regarding revenue generation in FQ2.</p><p>While Nvidia&#39;s Gaming business saw the biggest slowdown, the firm&#39;s &#39;OEM and Other&#39; business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia&#39;s CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).</p><p>Nvidia doesn&#39;t break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don&#39;t see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.</p><p><img src=\"https://static.tigerbbs.com/021fa94ce8462c4eecb6cdfc173dd154\" tg-width=\"1058\" tg-height=\"578\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Segment Revenue Trends</p><p><b>Nightmarish guidance</b></p><p>The most important piece of new information in Nvidia&#39;s release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia&#39;s business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia&#39;s revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.</p><p>I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.</p><h3>My expectations for Nvidia going forward</h3><p>I expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.</p><p>Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia&#39;s revenue potential. I also expect the pricing trend for both NVIDIA&#39;s GeForce RTX 30 and AMD&#39;s Radeon RX 6000 to remain negative, with larger discounts to the manufacturer&#39;s suggested retail price possible. Nvidia&#39;s RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia&#39;s flagship graphics card to trade at even higher discount to the MSRP going forward.</p><p>Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.</p><p><img src=\"https://static.tigerbbs.com/297c23d10b4798c94de6cfa3ff793b91\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Quarterly YoY Growth) data by YCharts</p><p><b>Estimate and valuation risk</b></p><p>Nvidia&#39;s revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia&#39;s FQ3&#39;23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia&#39;s generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia&#39;s shares.</p><p>Nvidia&#39;s shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.</p><p><img src=\"https://static.tigerbbs.com/92263effbea15a27a9d0154ceff211d1\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue Estimates for Current Fiscal Yeardata by YCharts</p><p><b>Other risks/considerations with Nvidia</b></p><p>I see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia&#39;s GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3&#39;23, will reflect a reset of growth expectations which in itself could lead Nvidia&#39;s shares into a new down-leg.</p><p><b>Final thoughts</b></p><p>Shares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia&#39;s period of hyper-growth is ending.</p><p>Nvidia&#39;s outlook for FQ3&#39;23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia&#39;s valuation much more severely going forward. As estimates correct to the downside, Nvidia&#39;s valuation is set to experience more pressure!</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>Nvidia: Guidance Is A Game-Changer</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\">\nNvidia: Guidance Is A Game-Changer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161837457","content_text":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 revenue estimates are set for a major downward revision.Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!Nvidia's FQ2'23 earnings card was as expectedNvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.Nvidia: Final FQ2'23 ResultsNvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.Nvidia: Segment Revenue TrendsNightmarish guidanceThe most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.My expectations for Nvidia going forwardI expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.NVDA Revenue (Quarterly YoY Growth) data by YChartsEstimate and valuation riskNvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.NVDA Revenue Estimates for Current Fiscal Yeardata by YChartsOther risks/considerations with NvidiaI see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.Final thoughtsShares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!","news_type":1},"isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995880184,"gmtCreate":1661440804150,"gmtModify":1676536519378,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995880184","repostId":"2262018006","repostType":4,"repost":{"id":"2262018006","kind":"news","pubTimestamp":1661419523,"share":"https://ttm.financial/m/news/2262018006?lang=&edition=fundamental","pubTime":"2022-08-25 17:25","market":"us","language":"en","title":"Is Tesla's Stock Split Good For Investors?","url":"https://stock-news.laohu8.com/highlight/detail?id=2262018006","media":"Seeking Alpha","summary":"This will be the second time that Tesla splits its stock. Tesla previously did a 5-for-1 stock split on Aug. 31, 2020. Shares have risen over 100% since then.Is Tesla's Stock Split Good For Investors?This is probably the most important question for most investors and also the most difficult to answer.There'ssome evidencethat companies that split their stock outperform in aggregate in the short term, perhaps in part because splitting allows some stocks to be included in indexes like the Dow and i","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>I answer some of the most common questions from investors about stock splits.</li><li>Stock splits don&#39;t matter nearly as much as fundamentals, but they&#39;re certainly not bad for investors.</li><li>I also recap Tesla&#39;s recent Q2 earnings report.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea05668b1422a0e51297e199e4d62ddc\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Ajax9/iStock Editorial via Getty Images</span></p><p><b>Thesis</b></p><p>After Q2 earnings, I updated my price target for Tesla (NASDAQ:TSLA) stock to $765 pre-split, which implies 14% downside from the current price. As I&#39;ve shared in past articles (1,2), the key assumption inmy model is that Tesla grows at a 25% CAGR over the next decade primarily due to growth in electric vehicle sales. While the upcoming Tesla stock split isn&#39;t material to my thesis, investors may have questions about how the split works, and I&#39;ll attempt to answer some of the common ones in this article.</p><p><b>Stock Split FAQs</b></p><p>I covered Tesla&#39;s stock split in my last article, but I&#39;ll recap a few of the key questions and answers about the split here. Those who read my previous article or are experienced with stock splits can skip to the next section.</p><p><b>How Do Stock Splits Impact Your Investment?</b></p><p>The total value of your investment isn&#39;t directly impacted by the stock split because a company&#39;s market cap is unchanged by stock splits. The decrease in price per share is offset by the increase in the number of shares you own.</p><p>For example, say Tesla is worth $900 before the split and you have one share. After the split, you&#39;ll have three shares, but each will be worth $300. Either way, you have $900. Of course, the value of Tesla stock may change as the market rises and falls from day to day, but that happens whether or not there&#39;s a split going on.</p><p>It&#39;s also worth noting that the price per share and price per options contract will be lower after the split, which will make non-fractional shares and options more accessible to small investors.</p><p><b>What Happens If You Buy Tesla Before The Split?</b></p><p>Buying Tesla stock before the split is not very different from buying it after the split or any other day. You&#39;d buy 3x fewer shares before the split as you would after the split in order to keep the total amount invested the same.</p><p><b>When Will Tesla Stock Split?</b></p><p>You will get two additional shares of Tesla stock for each share you already own on Wednesday, Aug. 24, after the market closes. Shares will trade at their post-split price starting on Thursday, Aug. 25.</p><p><b>How Many Times Has Tesla Stock Split?</b></p><p>This will be the second time that Tesla splits its stock. Tesla previously did a 5-for-1 stock split on Aug. 31, 2020. Shares have risen over 100% since then.</p><p><b>Is Tesla&#39;s Stock Split Good For Investors?</b></p><p>In other words, do stock splits impact performance? This is probably the most important question for most investors and also the most difficult to answer.</p><p>There&#39;s some evidence that companies that split their stock outperform in aggregate in the short term, perhaps in part because splitting allows some stocks to be included in indexes like the Dow and increases their accessibility to retail investors. However, looking at individual stocks, there are many cases where a stock declines around the time of its split. Thus, I wouldn&#39;t recommend betting on short-term price appreciation in a single stock because of its split.</p><p>However, splits certainly aren&#39;t bad news. They usually only happen after a stock has increased in value a lot, as Tesla stock has done over the past few years. Winners tend to keep winning, so betting on companies that already have done well can be a successful strategy.</p><p>Also, companies usually won&#39;t split their stock unless they believe that their share price will keep increasing. One reason is that there are minimum share price requirements to be listed on the NYSE and Nasdaq exchanges. That said, even at the post-split price of ~$300, Tesla is a long way from falling to the current $1 per share requirement.</p><p>Relative to more important considerations like earnings growth and valuation multiples, stock splits are essentially a neutral event for long-term investors. But in a vacuum, it&#39;s clear that stock splits are more positive than negative.</p><p><b>Q2 Earnings</b></p><p>Because the stock split doesn&#39;t impact Tesla&#39;s fundamentals, I won&#39;t adjust my target market cap for Tesla as a result of the split. However, I did update my price target for Tesla since my last article in June as a result of Tesla&#39;s Q2 earnings. I shared my updated $767 target with Tech Investing Edge members after Tesla reported.</p><p>I was disappointed by the earnings, mostly because I found slowing revenue growth more disappointing than a 27% EPS beat was impressive. After management constantly talked about Tesla&#39;s ability to maintain &gt;50% revenue growth over the coming quarters, growth fell to 42% in Q2. Considering that most Tesla models are heavily backordered, management correctly blamed the slowdown on production issues rather than a lack of demand. Even so, they admitted that 50% growth would be a more difficult target to attain going forward as they work to ramp up production.</p><p>I&#39;ve never believed Tesla&#39;s 50% growth target, and model them growing at a 25% CAGR over the coming decade. Nevertheless, I did expect them to stay above 50% for at least a few more quarters considering management&#39;s bullishness and my expectation for slower growth in the back half of the decade.</p><p>Despite the slowdown this quarter, I still think that my long-term 25% CAGR target is attainable, as even 42% growth is well above that level and management guided for a re-acceleration this quarter. Thus, despite being disappointed by the earnings, I raised my price target from $714 to $767 to account for Tesla&#39;s now-larger ttm revenue and EPS.</p><p><b>Conclusion</b></p><p>Stock splits tend to get a lot of media coverage, but for long-term investors they&#39;re not a big deal. Tesla has been able to split its stock multiple times because the company and Tesla stock have done very well, but that&#39;s not a guarantee of future performance.</p><p>If Tesla continues beating analysts&#39; expectations and growing quickly, then the company and its investors will likely continue to do well. However, production issues and competition could stop Tesla from reaching this goal, and the current valuation doesn&#39;t leave much room for error. Based on my own growth estimates and profitability model, I think that Tesla is slightly overvalued going into its stock split. Nevertheless, I view Tesla stock as a hold, since ~14% overvaluation isn&#39;t extreme.</p><p><i>This article was written by Kennan Mell. </i></p><p><i>This article is for reference only. You can take what is useful to you.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Tesla's Stock Split Good For Investors?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Tesla's Stock Split Good For Investors?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 17:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536846-tesla-stock-split-good-for-investors><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI answer some of the most common questions from investors about stock splits.Stock splits don't matter nearly as much as fundamentals, but they're certainly not bad for investors.I also recap ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536846-tesla-stock-split-good-for-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4536846-tesla-stock-split-good-for-investors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262018006","content_text":"SummaryI answer some of the most common questions from investors about stock splits.Stock splits don't matter nearly as much as fundamentals, but they're certainly not bad for investors.I also recap Tesla's recent Q2 earnings report.Ajax9/iStock Editorial via Getty ImagesThesisAfter Q2 earnings, I updated my price target for Tesla (NASDAQ:TSLA) stock to $765 pre-split, which implies 14% downside from the current price. As I've shared in past articles (1,2), the key assumption inmy model is that Tesla grows at a 25% CAGR over the next decade primarily due to growth in electric vehicle sales. While the upcoming Tesla stock split isn't material to my thesis, investors may have questions about how the split works, and I'll attempt to answer some of the common ones in this article.Stock Split FAQsI covered Tesla's stock split in my last article, but I'll recap a few of the key questions and answers about the split here. Those who read my previous article or are experienced with stock splits can skip to the next section.How Do Stock Splits Impact Your Investment?The total value of your investment isn't directly impacted by the stock split because a company's market cap is unchanged by stock splits. The decrease in price per share is offset by the increase in the number of shares you own.For example, say Tesla is worth $900 before the split and you have one share. After the split, you'll have three shares, but each will be worth $300. Either way, you have $900. Of course, the value of Tesla stock may change as the market rises and falls from day to day, but that happens whether or not there's a split going on.It's also worth noting that the price per share and price per options contract will be lower after the split, which will make non-fractional shares and options more accessible to small investors.What Happens If You Buy Tesla Before The Split?Buying Tesla stock before the split is not very different from buying it after the split or any other day. You'd buy 3x fewer shares before the split as you would after the split in order to keep the total amount invested the same.When Will Tesla Stock Split?You will get two additional shares of Tesla stock for each share you already own on Wednesday, Aug. 24, after the market closes. Shares will trade at their post-split price starting on Thursday, Aug. 25.How Many Times Has Tesla Stock Split?This will be the second time that Tesla splits its stock. Tesla previously did a 5-for-1 stock split on Aug. 31, 2020. Shares have risen over 100% since then.Is Tesla's Stock Split Good For Investors?In other words, do stock splits impact performance? This is probably the most important question for most investors and also the most difficult to answer.There's some evidence that companies that split their stock outperform in aggregate in the short term, perhaps in part because splitting allows some stocks to be included in indexes like the Dow and increases their accessibility to retail investors. However, looking at individual stocks, there are many cases where a stock declines around the time of its split. Thus, I wouldn't recommend betting on short-term price appreciation in a single stock because of its split.However, splits certainly aren't bad news. They usually only happen after a stock has increased in value a lot, as Tesla stock has done over the past few years. Winners tend to keep winning, so betting on companies that already have done well can be a successful strategy.Also, companies usually won't split their stock unless they believe that their share price will keep increasing. One reason is that there are minimum share price requirements to be listed on the NYSE and Nasdaq exchanges. That said, even at the post-split price of ~$300, Tesla is a long way from falling to the current $1 per share requirement.Relative to more important considerations like earnings growth and valuation multiples, stock splits are essentially a neutral event for long-term investors. But in a vacuum, it's clear that stock splits are more positive than negative.Q2 EarningsBecause the stock split doesn't impact Tesla's fundamentals, I won't adjust my target market cap for Tesla as a result of the split. However, I did update my price target for Tesla since my last article in June as a result of Tesla's Q2 earnings. I shared my updated $767 target with Tech Investing Edge members after Tesla reported.I was disappointed by the earnings, mostly because I found slowing revenue growth more disappointing than a 27% EPS beat was impressive. After management constantly talked about Tesla's ability to maintain >50% revenue growth over the coming quarters, growth fell to 42% in Q2. Considering that most Tesla models are heavily backordered, management correctly blamed the slowdown on production issues rather than a lack of demand. Even so, they admitted that 50% growth would be a more difficult target to attain going forward as they work to ramp up production.I've never believed Tesla's 50% growth target, and model them growing at a 25% CAGR over the coming decade. Nevertheless, I did expect them to stay above 50% for at least a few more quarters considering management's bullishness and my expectation for slower growth in the back half of the decade.Despite the slowdown this quarter, I still think that my long-term 25% CAGR target is attainable, as even 42% growth is well above that level and management guided for a re-acceleration this quarter. Thus, despite being disappointed by the earnings, I raised my price target from $714 to $767 to account for Tesla's now-larger ttm revenue and EPS.ConclusionStock splits tend to get a lot of media coverage, but for long-term investors they're not a big deal. Tesla has been able to split its stock multiple times because the company and Tesla stock have done very well, but that's not a guarantee of future performance.If Tesla continues beating analysts' expectations and growing quickly, then the company and its investors will likely continue to do well. However, production issues and competition could stop Tesla from reaching this goal, and the current valuation doesn't leave much room for error. Based on my own growth estimates and profitability model, I think that Tesla is slightly overvalued going into its stock split. Nevertheless, I view Tesla stock as a hold, since ~14% overvaluation isn't extreme.This article was written by Kennan Mell. This article is for reference only. You can take what is useful to you.","news_type":1},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992688200,"gmtCreate":1661305402601,"gmtModify":1676536493714,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992688200","repostId":"1172549736","repostType":4,"repost":{"id":"1172549736","kind":"news","pubTimestamp":1661299320,"share":"https://ttm.financial/m/news/1172549736?lang=&edition=fundamental","pubTime":"2022-08-24 08:02","market":"us","language":"en","title":"Nvidia: $10B GPU Demand May Be Gone Permanently","url":"https://stock-news.laohu8.com/highlight/detail?id=1172549736","media":"Seeking Alpha","summary":"SummaryEthereum switch away from GPU-based mining will permanently remove over $10 billion in demand","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Ethereum switch away from GPU-based mining will permanently remove over $10 billion in demand for GPUs.</li><li>Nvidia&#39;s revenues, margins, and profits are all going to take a dive.</li><li>With a nosebleed valuation before the crypto demand crunches earnings, NVDA has a long way to fall before the valuation makes sense.</li></ul><p>Nvidia&#39;s (NASDAQ:NVDA) revenues primarily come from GPUs. And GPU market demand is about to drop permanently by perhaps in excess of $10 billion. On top of that, GPU margins are also about to take a big dive. The comments to my recent Nvidia articles, and the NVDA price action following the horrendous Q2 earnings pre-announcement, tell me that the market has no idea what is about to happen. The company&#39;s profits are going to take a big hit, and there is no quick recovery in sight.</p><p><b>GPUs mine Ethereum</b></p><p>Nvidia is the largest producer of discrete GPUs. GPUs purchased to use in cryptocurrency mining has been big business for a few years. Ethereum can be mined by GPUs, and has been valuable enough to make wide scale mining profitable at recent coin prices and elevated GPU prices. From increases in the Ethereum network hash rate we can tell that millions of GPUs were added in the recent past.</p><p><img src=\"https://static.tigerbbs.com/b96cfac3a90268022c80c34292c38b95\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bit Info Charts</p><p>The demand for mining has driven GPU prices to the moon. For example, 3D Center has tracked GPU prices and their data found that NVDA card prices were well over 2x the MSRP during much of 2021.</p><p><img src=\"https://static.tigerbbs.com/7e1d8cb28e7a1a003be1e1709f2a47d9\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>3D Center</p><p><b>Estimating Ethereum GPU Demand</b></p><p>Since Nvidia management has obfuscated the amount of demand for their GPUs coming from crypto mining (something the SEC sanctioned the company for), we can&#39;t know for sure what the actual numbers are. But we can get a ballpark estimate. Obviously a wide variety of cards models were added to the Ethereum network during 2021, with differing MH/s capabilities and pricing. But to keep the math simple we&#39;ll just pick a popular card, the Nvidia RTX 3080 Ti. Its MSRP is $1200, but given that during 2021 NVDA cards routinely sold for well over double the MSRP, we&#39;ll just estimate that the average price during the year was something like $2500. And there are different configurations for how many hashes per second a 3080 Ti can compute, but 110 MH/s isa reasonable estimate.</p><p>BitInfoCharts says the Ethereum hash rate increased from 294 TH/s on December 31, 2020 to 926 TH/s on December 31, 2021. So during calendar year 2021, the Ethereum hash rate increased by about 632 TH/s. If all of that increase were from 110 MH/s Nvidia RTX 3080 Ti cards, it would mean over 6 million 3080 Ti cards were added to the Ethereum mining network on a full time basis. With an MSRP of $1200, if the cards actually sold for $2500 each, they would have totaled $15 billion. And this is on top of any cards purchased to mine other crypto coins besides Ethereum.</p><p>The calculation ignores the increased amount paid for GPUs used only by gamers, and not used to mine Ethereum. Since those cards were selling for over 2x MSRP, the GPU mining demand led to something like a more than doubling of the amount spend on non-mining GPUs as well. This increased cost could easily be in the billions of dollars per year as well.</p><p>Some of those cards may have been purchased anyway for use by gamers. But without the mining demand, the pricing (and NVDA&#39;s margins) would have been MUCH lower. It&#39;s safe to say that the crypto mining demand increased GPU sales by over $10 billion in 2021--and likely closer to $15 billion.</p><p><b>Ethereum Will Stop Using GPUs to Mine</b></p><p>And now that demand is going away permanently. Ethereum is scheduled to switch from Proof of Work (generally GPU-based mining) to Proof of Stake (coin ownership)around September 15th. So no more GPUs will be purchased to mine Ethereum. And all the GPUs recently mining Ethereum will need to find other uses (likely many will be dumped into the used GPU market).</p><p>Since Nvidia sold the supermajority of discrete graphics cards in 2021, they will take the brunt of the permanent reduction in demand. It would not be surprising to see their revenues drop more than $2 billion per quarter going forward.</p><p>AMD (AMD) will also see the effects of this reduction in GPU demand, as forecasted by AMD management on their Q2 earnings call. But it will not affect AMD as much. AMD is in the market share gaining phase and can continue to take share from Nvidia, even while the overall market is getting smaller. Also, discrete GPUs are just a minority of AMD&#39;s business, and all the other business lines are growing rapidly. This is in contrast with Nvidia, which receives nearly all of its revenues from GPUs.</p><p><b>Market Doesn&#39;t Get it Yet</b></p><p>One of the major misconceptions by NVDA bulls is that the Ethereum change is well known and has already been fully priced in by the ~50% decline from the all-time highs. I don&#39;t agree.</p><p>Firstly, that decline was at least significantly due to market-wide multiple compression of high multiple stocks. Many high-multiple stocks, or stock with no earnings, went down over 80%. NVDA had a TTM GAAP PE ratio of over 100 at its highs, and corrected down to a PE ratio around 50. Even without the crypto demand going away, NVDA would still be quite expensive.</p><p>Secondly, as seen in the tweet below, many NVDA bulls and sell side analysts do not realize that the Ethereum change will result in a permanent loss of that revenue. They are thinking about the 2018 crypto crash that caused miners to slow purchasing of GPUs for mining because Ethereum prices dropped so low that mining was not profitable. But within months the Ethereum price began a long run upwards, making mining profitable again. And mining GPU purchases exploded, causing Nvidia GPU sales to increase and the market prices to far exceed MSRP. Nvidia was able to get back to prior revenue levels in only a year. This time is different. The mining demand is gone permanently. The core gamer demand for GPUs is nowhere close to being able to support that level of GPU sales.</p><p><img src=\"https://static.tigerbbs.com/ebc868cb6ccfcedbfba91453d7353144\" tg-width=\"593\" tg-height=\"594\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Twitter</p><p>In addition to losing the revenues, margins are getting squashed, as Nvidia has confirmed. Most gamers are not willing to pay anywhere near recent GPU prices. GPUs in Nvidia&#39;s &#34;Gaming&#34; line, selling for over twice MSRP, had enormous margins. And the MSRP itself was inflated due to the mining demand. And the sales mix was skewed to the higher end cards by the mining demand. Nvidia could charge AIBs (who assemble and market the final GPU cards) much higher prices for cards selling at much higher prices. Going forward, ASPs will decline significantly (as mix shifts), AIBs will require lower prices from Nvidia, and Nvidia&#39;s margins (and profits) will go down significantly.</p><p>The pre-announced disastrous Q2 earnings probably does not fully demonstrate the new reality. In Q2 Nvidia GPU prices stayed well over MSRP and the Ethereum hashrate showed millions of GPUs still being used to mine. By the time Q3 and Q4 numbers arrive, GPU sales will be down further, GPU prices will be down further, and miners will likely have dumped millions of used cards into the market. The bloodbath has only just started.</p><p>Nvidia pre-announced inventory and capacity charges of $1.32 billion for Q2, and GAAP margins of 43.7% (vs 65.1% expected). I think charges at a similar level will likely be needed to move the rest of their inventory in H2 given that the demand collapse has just begun, there is a huge amount of mining GPUs that may get dumped into the market, and NVDA needs to clear out inventory before launching their anticipated new products in H2. As a result of the decreased revenues, and lower margins, and these charges, I estimate Nvidia&#39;s GAAP earnings are probably going be somewhere around zero for perhaps Q2 and Q3 and are not likely to return to prior levels for years, if ever.</p><p>In their FY 2022 (comparable to calendar 2021), Nvidia posted revenues of $26.9 billion. If something like $8 billion of that was from crypto mining demand that is permanently gone, that is a huge hit to their top and bottom lines. And since GPU pricing has dropped from over 2x MSRP to now below MSRP, margins will likely go down heavily as well. Earnings leverage looks great while sales and margins are rising, but it gets very ugly when those reverse downwards. With a current nosebleed TTM PE ratio of around 50, there is a lot of room for multiple compression as the market deals with the reality that Nvidia is a busted growth story with declining revenues, declining margins, and declining earnings.</p><p><b>Valuations and risks</b></p><p>Currently there is not another cryptocurrency that is competitive for GPUs to mine and has a high enough price to make mining profitable with the amount of mining activity that Ethereum supported. Miners generally must pay for the electricity their rigs consume. If the coins earned from mining are not valuable enough to pay the electricity bill, the miner loses money. It&#39;s possible that some GPU-mineable crypto coin suddenly explodes in price and attracts some portion of the flood of GPUs that will be available when they can&#39;t be used for Ethereum. But on the flip side, there will be a lot of pressure on other coins to make their operations more environmentally friendly like Ethereum has. We could see mining for cryptocurrencies going away entirely.</p><p>Even before the Ethereum mining demand went away, NVDA was ridiculously overpriced relative to peers. Now the valuation is going to be increasingly absurd without a massive decline in the stock price. For example, in Q2 AMD has caught up to Nvidia in revenues, is growing faster than NVDA, surpassed Nvidia in margins, and likely surpassed Nvidia in earnings. AMD also has a much more diversified set of business lines. Yet NVDA has a market cap 3x AMD&#39;s. There is going to be strong pressure for that mismatch in fundamentals and stock prices to correct. NVDA could drop below $100 and still be overpriced.</p><p>Q2 comparison</p><p><img src=\"https://static.tigerbbs.com/f3edd2392d8cf1df350db1464096e338\" tg-width=\"609\" tg-height=\"224\" width=\"100%\" height=\"auto\"/>NVDA is a cult stock, and has been driven to unsustainable levels. Many NVDA bulls and sell side analysts paint magical stories of future revenue growth unsupported by the fundamentals. It may take some time before the true believers wake up to reality. But the massive deterioration of the company&#39;s fundamentals will start that process in many minds. As with any stock, shorting is a risky proposition. Stocks with nonsensically high valuations (like NVDA) can be pushed up to even more absurd higher valuations. But at least with NVDA there will be little positive financial news for quite some time to embolden speculative stock traders.</p><p>NVDA is a strong sell.</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>Nvidia: $10B GPU Demand May Be Gone Permanently</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\">\nNvidia: $10B GPU Demand May Be Gone Permanently\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 08:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536320-nvidia-10b-gpu-demand-may-be-gone-permanently?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A41><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEthereum switch away from GPU-based mining will permanently remove over $10 billion in demand for GPUs.Nvidia's revenues, margins, and profits are all going to take a dive.With a nosebleed ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536320-nvidia-10b-gpu-demand-may-be-gone-permanently?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A41\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4536320-nvidia-10b-gpu-demand-may-be-gone-permanently?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A41","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172549736","content_text":"SummaryEthereum switch away from GPU-based mining will permanently remove over $10 billion in demand for GPUs.Nvidia's revenues, margins, and profits are all going to take a dive.With a nosebleed valuation before the crypto demand crunches earnings, NVDA has a long way to fall before the valuation makes sense.Nvidia's (NASDAQ:NVDA) revenues primarily come from GPUs. And GPU market demand is about to drop permanently by perhaps in excess of $10 billion. On top of that, GPU margins are also about to take a big dive. The comments to my recent Nvidia articles, and the NVDA price action following the horrendous Q2 earnings pre-announcement, tell me that the market has no idea what is about to happen. The company's profits are going to take a big hit, and there is no quick recovery in sight.GPUs mine EthereumNvidia is the largest producer of discrete GPUs. GPUs purchased to use in cryptocurrency mining has been big business for a few years. Ethereum can be mined by GPUs, and has been valuable enough to make wide scale mining profitable at recent coin prices and elevated GPU prices. From increases in the Ethereum network hash rate we can tell that millions of GPUs were added in the recent past.Bit Info ChartsThe demand for mining has driven GPU prices to the moon. For example, 3D Center has tracked GPU prices and their data found that NVDA card prices were well over 2x the MSRP during much of 2021.3D CenterEstimating Ethereum GPU DemandSince Nvidia management has obfuscated the amount of demand for their GPUs coming from crypto mining (something the SEC sanctioned the company for), we can't know for sure what the actual numbers are. But we can get a ballpark estimate. Obviously a wide variety of cards models were added to the Ethereum network during 2021, with differing MH/s capabilities and pricing. But to keep the math simple we'll just pick a popular card, the Nvidia RTX 3080 Ti. Its MSRP is $1200, but given that during 2021 NVDA cards routinely sold for well over double the MSRP, we'll just estimate that the average price during the year was something like $2500. And there are different configurations for how many hashes per second a 3080 Ti can compute, but 110 MH/s isa reasonable estimate.BitInfoCharts says the Ethereum hash rate increased from 294 TH/s on December 31, 2020 to 926 TH/s on December 31, 2021. So during calendar year 2021, the Ethereum hash rate increased by about 632 TH/s. If all of that increase were from 110 MH/s Nvidia RTX 3080 Ti cards, it would mean over 6 million 3080 Ti cards were added to the Ethereum mining network on a full time basis. With an MSRP of $1200, if the cards actually sold for $2500 each, they would have totaled $15 billion. And this is on top of any cards purchased to mine other crypto coins besides Ethereum.The calculation ignores the increased amount paid for GPUs used only by gamers, and not used to mine Ethereum. Since those cards were selling for over 2x MSRP, the GPU mining demand led to something like a more than doubling of the amount spend on non-mining GPUs as well. This increased cost could easily be in the billions of dollars per year as well.Some of those cards may have been purchased anyway for use by gamers. But without the mining demand, the pricing (and NVDA's margins) would have been MUCH lower. It's safe to say that the crypto mining demand increased GPU sales by over $10 billion in 2021--and likely closer to $15 billion.Ethereum Will Stop Using GPUs to MineAnd now that demand is going away permanently. Ethereum is scheduled to switch from Proof of Work (generally GPU-based mining) to Proof of Stake (coin ownership)around September 15th. So no more GPUs will be purchased to mine Ethereum. And all the GPUs recently mining Ethereum will need to find other uses (likely many will be dumped into the used GPU market).Since Nvidia sold the supermajority of discrete graphics cards in 2021, they will take the brunt of the permanent reduction in demand. It would not be surprising to see their revenues drop more than $2 billion per quarter going forward.AMD (AMD) will also see the effects of this reduction in GPU demand, as forecasted by AMD management on their Q2 earnings call. But it will not affect AMD as much. AMD is in the market share gaining phase and can continue to take share from Nvidia, even while the overall market is getting smaller. Also, discrete GPUs are just a minority of AMD's business, and all the other business lines are growing rapidly. This is in contrast with Nvidia, which receives nearly all of its revenues from GPUs.Market Doesn't Get it YetOne of the major misconceptions by NVDA bulls is that the Ethereum change is well known and has already been fully priced in by the ~50% decline from the all-time highs. I don't agree.Firstly, that decline was at least significantly due to market-wide multiple compression of high multiple stocks. Many high-multiple stocks, or stock with no earnings, went down over 80%. NVDA had a TTM GAAP PE ratio of over 100 at its highs, and corrected down to a PE ratio around 50. Even without the crypto demand going away, NVDA would still be quite expensive.Secondly, as seen in the tweet below, many NVDA bulls and sell side analysts do not realize that the Ethereum change will result in a permanent loss of that revenue. They are thinking about the 2018 crypto crash that caused miners to slow purchasing of GPUs for mining because Ethereum prices dropped so low that mining was not profitable. But within months the Ethereum price began a long run upwards, making mining profitable again. And mining GPU purchases exploded, causing Nvidia GPU sales to increase and the market prices to far exceed MSRP. Nvidia was able to get back to prior revenue levels in only a year. This time is different. The mining demand is gone permanently. The core gamer demand for GPUs is nowhere close to being able to support that level of GPU sales.TwitterIn addition to losing the revenues, margins are getting squashed, as Nvidia has confirmed. Most gamers are not willing to pay anywhere near recent GPU prices. GPUs in Nvidia's \"Gaming\" line, selling for over twice MSRP, had enormous margins. And the MSRP itself was inflated due to the mining demand. And the sales mix was skewed to the higher end cards by the mining demand. Nvidia could charge AIBs (who assemble and market the final GPU cards) much higher prices for cards selling at much higher prices. Going forward, ASPs will decline significantly (as mix shifts), AIBs will require lower prices from Nvidia, and Nvidia's margins (and profits) will go down significantly.The pre-announced disastrous Q2 earnings probably does not fully demonstrate the new reality. In Q2 Nvidia GPU prices stayed well over MSRP and the Ethereum hashrate showed millions of GPUs still being used to mine. By the time Q3 and Q4 numbers arrive, GPU sales will be down further, GPU prices will be down further, and miners will likely have dumped millions of used cards into the market. The bloodbath has only just started.Nvidia pre-announced inventory and capacity charges of $1.32 billion for Q2, and GAAP margins of 43.7% (vs 65.1% expected). I think charges at a similar level will likely be needed to move the rest of their inventory in H2 given that the demand collapse has just begun, there is a huge amount of mining GPUs that may get dumped into the market, and NVDA needs to clear out inventory before launching their anticipated new products in H2. As a result of the decreased revenues, and lower margins, and these charges, I estimate Nvidia's GAAP earnings are probably going be somewhere around zero for perhaps Q2 and Q3 and are not likely to return to prior levels for years, if ever.In their FY 2022 (comparable to calendar 2021), Nvidia posted revenues of $26.9 billion. If something like $8 billion of that was from crypto mining demand that is permanently gone, that is a huge hit to their top and bottom lines. And since GPU pricing has dropped from over 2x MSRP to now below MSRP, margins will likely go down heavily as well. Earnings leverage looks great while sales and margins are rising, but it gets very ugly when those reverse downwards. With a current nosebleed TTM PE ratio of around 50, there is a lot of room for multiple compression as the market deals with the reality that Nvidia is a busted growth story with declining revenues, declining margins, and declining earnings.Valuations and risksCurrently there is not another cryptocurrency that is competitive for GPUs to mine and has a high enough price to make mining profitable with the amount of mining activity that Ethereum supported. Miners generally must pay for the electricity their rigs consume. If the coins earned from mining are not valuable enough to pay the electricity bill, the miner loses money. It's possible that some GPU-mineable crypto coin suddenly explodes in price and attracts some portion of the flood of GPUs that will be available when they can't be used for Ethereum. But on the flip side, there will be a lot of pressure on other coins to make their operations more environmentally friendly like Ethereum has. We could see mining for cryptocurrencies going away entirely.Even before the Ethereum mining demand went away, NVDA was ridiculously overpriced relative to peers. Now the valuation is going to be increasingly absurd without a massive decline in the stock price. For example, in Q2 AMD has caught up to Nvidia in revenues, is growing faster than NVDA, surpassed Nvidia in margins, and likely surpassed Nvidia in earnings. AMD also has a much more diversified set of business lines. Yet NVDA has a market cap 3x AMD's. There is going to be strong pressure for that mismatch in fundamentals and stock prices to correct. NVDA could drop below $100 and still be overpriced.Q2 comparisonNVDA is a cult stock, and has been driven to unsustainable levels. Many NVDA bulls and sell side analysts paint magical stories of future revenue growth unsupported by the fundamentals. It may take some time before the true believers wake up to reality. But the massive deterioration of the company's fundamentals will start that process in many minds. As with any stock, shorting is a risky proposition. Stocks with nonsensically high valuations (like NVDA) can be pushed up to even more absurd higher valuations. But at least with NVDA there will be little positive financial news for quite some time to embolden speculative stock traders.NVDA is a strong sell.","news_type":1},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992395960,"gmtCreate":1661260809752,"gmtModify":1676536484152,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992395960","repostId":"1126600044","repostType":4,"repost":{"id":"1126600044","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1661255627,"share":"https://ttm.financial/m/news/1126600044?lang=&edition=fundamental","pubTime":"2022-08-23 19:53","market":"us","language":"en","title":"Pre-Bell｜U.S. Futures Edge up; Zoom Shares Tumble 11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126600044","media":"Tiger Newspress","summary":"U.S. stock index futures ticked higher on Tuesday after a steep selloff on Wall Street in the previo","content":"<html><head></head><body><p>U.S. stock index futures ticked higher on Tuesday after a steep selloff on Wall Street in the previous session on concerns about aggressive signals from the Federal Reserve on interest rate increases, with manufacturing and services data on tap.</p><p>The S&amp;P flash composite Purchasing Managers&#39; Index (PMI) due at 9:45 a.m. ET, which would provide clues on the strength of the U.S. economy, will follow weak readings from Europe earlier in the day that compounded expectations of a recession in the region and pressured global markets.</p><p><b>Market Snapshot</b></p><p>At 07:50 a.m. ET, Dow e-minis were up 24 points, or 0.07%, S&amp;P 500 e-minis were up 4.25 points, or 0.10%, and Nasdaq 100 e-minis were up 21.25 points, or 0.16%.</p><p><img src=\"https://static.tigerbbs.com/d5f9f60d2d62deda5bc07250387d1d10\" tg-width=\"416\" tg-height=\"188\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b>Zoom Video Communications (ZM)</b> – Zoom tumbled 11.2% in the premarket after the videoconferencing company cut its full-year forecast. Zoom reported better-than-expected earnings for its latest quarter, but revenue fell short of forecasts. Zoom’s CFO said the company is having some difficulty attracting new, paying subscribers, although he added that enterprise sales are strong.</p><p><b>Palo Alto Networks (PANW)</b> – Palo Alto rallied 9.6% in premarket trading after the cybersecurity company reported better-than-expected quarterly results and issued an upbeat forecast. Palo Alto also announced its board of directors had approved a 3-for-1 stock split.</p><p><b>Macy’s (M)</b> – The retailer’s shares added 2.6% in premarket trading after it beat sales and profit forecasts for its second quarter, and comparable store sales fell less than expected. Macy’s lowered full-year guidance, however, to incorporate risks from a slowing economy.</p><p><b>Dick’s Sporting Goods </b><b>(DKS)</b> – The sporting goods retailer beat top and bottom line estimates for the second quarter and raised its full-year forecast. Comparable store sales sank by 5.1% during the quarter, but that was smaller than the 6.9% decline expected by analysts. The stock gained 0.6% in the premarket.</p><p><b>Medtronic (MDT)</b> – Medtronic gained 1% in the premarket after reporting quarterly profit and revenue that exceeded analysts’ forecasts. Revenue fell from a year ago as the medical products maker was impacted by supply chain challenges.</p><p><b>JD.com (JD)</b> – The China-based e-commerce company reported better-than-expected quarterly results and saw a 9.2% increase in active customer accounts. JD.com jumped 3.4% in premarket action.</p><p><b>XPeng (XPEV) </b>– XPeng fell 4.8% in premarket action after the China-based electric vehicle maker reported a wider-than-expected quarterly loss, although revenue exceeded analysts’ forecasts as total deliveries nearly doubled from a year earlier.</p><p><b>Pinduoduo (PDD)</b> – Pinduoduo plans to launch an international e-commerce platform next month, according to a source with direct knowledge of the matter who spoke to Reuters. Pinduoduo rose 2.8% in premarket trading.</p><p><b>Warner Bros. Discovery (WBD) </b>– Nearly 10 million viewers watched the “Game of Thrones” prequel “House of the Dragon” on the company’s HBO Max service, a record for an HBO series debut. Warner Bros. Discovery gained 1.5% in the premarket.</p><p><b>J.M. Smucker (SJM)</b> – The food producer’s stock added 1.8% in premarket trading after it reported better-than-expected quarterly profit and raised its full-year outlook.</p><p><b>Market News</b></p><p><b>Musk Seeks Documents From Jack Dorsey in Fight Over Twitter Deal</b></p><p>Billionaire entrepreneur Elon Musk is seeking documents from Twitter Inc co-founder Jack Dorsey as the CEO of Tesla and SpaceX pursues his legal fight to walk away from his $44 billion deal for the social media company, according to a court filing.</p><p>Dorsey, who resigned as Twitter&#39;s chief executive in November and left the board in May, was asked for documents and communications about Musk&#39;s April agreement to buy the company and about spam accounts on the platform, according to a copy of the subpoena.</p><p><b>Apple’s New iPhone 14 to Show India Closing Tech Gap With China</b></p><p>Apple Inc. plans to begin manufacturing the iPhone 14 in India about two months after the product’s initial release out of China, narrowing the gap between the two countries but not closing it completely as some had anticipated.</p><p>The company has been working with suppliers to ramp up manufacturing in India and shorten the lag in production of the new iPhone from the typical six to nine months for previous launches, according to people familiar with the matter.</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>Pre-Bell｜U.S. Futures Edge up; Zoom Shares Tumble 11%</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\">\nPre-Bell｜U.S. Futures Edge up; Zoom Shares Tumble 11%\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\">2022-08-23 19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures ticked higher on Tuesday after a steep selloff on Wall Street in the previous session on concerns about aggressive signals from the Federal Reserve on interest rate increases, with manufacturing and services data on tap.</p><p>The S&amp;P flash composite Purchasing Managers&#39; Index (PMI) due at 9:45 a.m. ET, which would provide clues on the strength of the U.S. economy, will follow weak readings from Europe earlier in the day that compounded expectations of a recession in the region and pressured global markets.</p><p><b>Market Snapshot</b></p><p>At 07:50 a.m. ET, Dow e-minis were up 24 points, or 0.07%, S&amp;P 500 e-minis were up 4.25 points, or 0.10%, and Nasdaq 100 e-minis were up 21.25 points, or 0.16%.</p><p><img src=\"https://static.tigerbbs.com/d5f9f60d2d62deda5bc07250387d1d10\" tg-width=\"416\" tg-height=\"188\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b>Zoom Video Communications (ZM)</b> – Zoom tumbled 11.2% in the premarket after the videoconferencing company cut its full-year forecast. Zoom reported better-than-expected earnings for its latest quarter, but revenue fell short of forecasts. Zoom’s CFO said the company is having some difficulty attracting new, paying subscribers, although he added that enterprise sales are strong.</p><p><b>Palo Alto Networks (PANW)</b> – Palo Alto rallied 9.6% in premarket trading after the cybersecurity company reported better-than-expected quarterly results and issued an upbeat forecast. Palo Alto also announced its board of directors had approved a 3-for-1 stock split.</p><p><b>Macy’s (M)</b> – The retailer’s shares added 2.6% in premarket trading after it beat sales and profit forecasts for its second quarter, and comparable store sales fell less than expected. Macy’s lowered full-year guidance, however, to incorporate risks from a slowing economy.</p><p><b>Dick’s Sporting Goods </b><b>(DKS)</b> – The sporting goods retailer beat top and bottom line estimates for the second quarter and raised its full-year forecast. Comparable store sales sank by 5.1% during the quarter, but that was smaller than the 6.9% decline expected by analysts. The stock gained 0.6% in the premarket.</p><p><b>Medtronic (MDT)</b> – Medtronic gained 1% in the premarket after reporting quarterly profit and revenue that exceeded analysts’ forecasts. Revenue fell from a year ago as the medical products maker was impacted by supply chain challenges.</p><p><b>JD.com (JD)</b> – The China-based e-commerce company reported better-than-expected quarterly results and saw a 9.2% increase in active customer accounts. JD.com jumped 3.4% in premarket action.</p><p><b>XPeng (XPEV) </b>– XPeng fell 4.8% in premarket action after the China-based electric vehicle maker reported a wider-than-expected quarterly loss, although revenue exceeded analysts’ forecasts as total deliveries nearly doubled from a year earlier.</p><p><b>Pinduoduo (PDD)</b> – Pinduoduo plans to launch an international e-commerce platform next month, according to a source with direct knowledge of the matter who spoke to Reuters. Pinduoduo rose 2.8% in premarket trading.</p><p><b>Warner Bros. Discovery (WBD) </b>– Nearly 10 million viewers watched the “Game of Thrones” prequel “House of the Dragon” on the company’s HBO Max service, a record for an HBO series debut. Warner Bros. Discovery gained 1.5% in the premarket.</p><p><b>J.M. Smucker (SJM)</b> – The food producer’s stock added 1.8% in premarket trading after it reported better-than-expected quarterly profit and raised its full-year outlook.</p><p><b>Market News</b></p><p><b>Musk Seeks Documents From Jack Dorsey in Fight Over Twitter Deal</b></p><p>Billionaire entrepreneur Elon Musk is seeking documents from Twitter Inc co-founder Jack Dorsey as the CEO of Tesla and SpaceX pursues his legal fight to walk away from his $44 billion deal for the social media company, according to a court filing.</p><p>Dorsey, who resigned as Twitter&#39;s chief executive in November and left the board in May, was asked for documents and communications about Musk&#39;s April agreement to buy the company and about spam accounts on the platform, according to a copy of the subpoena.</p><p><b>Apple’s New iPhone 14 to Show India Closing Tech Gap With China</b></p><p>Apple Inc. plans to begin manufacturing the iPhone 14 in India about two months after the product’s initial release out of China, narrowing the gap between the two countries but not closing it completely as some had anticipated.</p><p>The company has been working with suppliers to ramp up manufacturing in India and shorten the lag in production of the new iPhone from the typical six to nine months for previous launches, according to people familiar with the matter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WBD":"Warner Bros. Discovery",".DJI":"道琼斯","ZM":"Zoom","M":"梅西百货","MDT":"美敦力","XPEV":"小鹏汽车",".IXIC":"NASDAQ Composite","PDD":"拼多多","DKS":"迪克体育用品","JD":"京东","PANW":"Palo Alto Networks",".SPX":"S&P 500 Index","SJM":"斯马克"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126600044","content_text":"U.S. stock index futures ticked higher on Tuesday after a steep selloff on Wall Street in the previous session on concerns about aggressive signals from the Federal Reserve on interest rate increases, with manufacturing and services data on tap.The S&P flash composite Purchasing Managers' Index (PMI) due at 9:45 a.m. ET, which would provide clues on the strength of the U.S. economy, will follow weak readings from Europe earlier in the day that compounded expectations of a recession in the region and pressured global markets.Market SnapshotAt 07:50 a.m. ET, Dow e-minis were up 24 points, or 0.07%, S&P 500 e-minis were up 4.25 points, or 0.10%, and Nasdaq 100 e-minis were up 21.25 points, or 0.16%.Pre-Market MoversZoom Video Communications (ZM) – Zoom tumbled 11.2% in the premarket after the videoconferencing company cut its full-year forecast. Zoom reported better-than-expected earnings for its latest quarter, but revenue fell short of forecasts. Zoom’s CFO said the company is having some difficulty attracting new, paying subscribers, although he added that enterprise sales are strong.Palo Alto Networks (PANW) – Palo Alto rallied 9.6% in premarket trading after the cybersecurity company reported better-than-expected quarterly results and issued an upbeat forecast. Palo Alto also announced its board of directors had approved a 3-for-1 stock split.Macy’s (M) – The retailer’s shares added 2.6% in premarket trading after it beat sales and profit forecasts for its second quarter, and comparable store sales fell less than expected. Macy’s lowered full-year guidance, however, to incorporate risks from a slowing economy.Dick’s Sporting Goods (DKS) – The sporting goods retailer beat top and bottom line estimates for the second quarter and raised its full-year forecast. Comparable store sales sank by 5.1% during the quarter, but that was smaller than the 6.9% decline expected by analysts. The stock gained 0.6% in the premarket.Medtronic (MDT) – Medtronic gained 1% in the premarket after reporting quarterly profit and revenue that exceeded analysts’ forecasts. Revenue fell from a year ago as the medical products maker was impacted by supply chain challenges.JD.com (JD) – The China-based e-commerce company reported better-than-expected quarterly results and saw a 9.2% increase in active customer accounts. JD.com jumped 3.4% in premarket action.XPeng (XPEV) – XPeng fell 4.8% in premarket action after the China-based electric vehicle maker reported a wider-than-expected quarterly loss, although revenue exceeded analysts’ forecasts as total deliveries nearly doubled from a year earlier.Pinduoduo (PDD) – Pinduoduo plans to launch an international e-commerce platform next month, according to a source with direct knowledge of the matter who spoke to Reuters. Pinduoduo rose 2.8% in premarket trading.Warner Bros. Discovery (WBD) – Nearly 10 million viewers watched the “Game of Thrones” prequel “House of the Dragon” on the company’s HBO Max service, a record for an HBO series debut. Warner Bros. Discovery gained 1.5% in the premarket.J.M. Smucker (SJM) – The food producer’s stock added 1.8% in premarket trading after it reported better-than-expected quarterly profit and raised its full-year outlook.Market NewsMusk Seeks Documents From Jack Dorsey in Fight Over Twitter DealBillionaire entrepreneur Elon Musk is seeking documents from Twitter Inc co-founder Jack Dorsey as the CEO of Tesla and SpaceX pursues his legal fight to walk away from his $44 billion deal for the social media company, according to a court filing.Dorsey, who resigned as Twitter's chief executive in November and left the board in May, was asked for documents and communications about Musk's April agreement to buy the company and about spam accounts on the platform, according to a copy of the subpoena.Apple’s New iPhone 14 to Show India Closing Tech Gap With ChinaApple Inc. plans to begin manufacturing the iPhone 14 in India about two months after the product’s initial release out of China, narrowing the gap between the two countries but not closing it completely as some had anticipated.The company has been working with suppliers to ramp up manufacturing in India and shorten the lag in production of the new iPhone from the typical six to nine months for previous launches, according to people familiar with the matter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996243128,"gmtCreate":1661179913666,"gmtModify":1676536468400,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Ohh","listText":"Ohh","text":"Ohh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996243128","repostId":"2261515445","repostType":4,"repost":{"id":"2261515445","kind":"highlight","pubTimestamp":1661177189,"share":"https://ttm.financial/m/news/2261515445?lang=&edition=fundamental","pubTime":"2022-08-22 22:06","market":"us","language":"en","title":"Here's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=2261515445","media":"Motley Fool","summary":"Tesla's stock split will take place after the close of trading on Aug. 24, but don't expect to wake up to riches overnight.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Tesla shareholders voted in favor of a 3-for-1 stock split at the company&#39;s annual meeting on Aug. 4.</li><li>Shareholders will see more shares of Tesla stock in their account after the stock split takes place on Aug. 24.</li><li>The shares will trade at a split-adjusted price on Aug. 25.</li></ul><p><b>Tesla</b> is moving forward with its second stock split on Aug. 24. Shareholders approved the 3-for-1 stock split at the company&#39;s annual meeting this month.</p><p>If you&#39;re confused about stock splits, below is a breakdown of how they work, so you can set your expectations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae15e6e1d3574d71df0833be714bce02\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p><b>Stock splits are taking over headlines in 2022</b></p><p>Large tech companies have been dominating stock-split news this year. <b>Amazon</b> pursued its first stock split since the dot-com boom, completing a 20-for-1 stock split on June 3. E-commerce giant <b>Shopify</b> completed a 10-for-1 split of its common stock on June 28. Then, the parent company of Google, <b>Alphabet</b>, wrapped up a 20-for-1 stock split on July 15.</p><p>Now, Tesla is back in the spotlight after completing a 5-for-1 stock split in 2020. The electric vehicle maker hinted at a stock split earlier this year, and now the big day is taking place this month. If you haven&#39;t been following Tesla this year, here&#39;s a look at the company&#39;s stock-split timeline.</p><ul><li><b>March 28, 2022:</b> Tesla informed the SEC about its stock-split intentions via Form 8-K.</li><li><b>June 6, 2022:</b> If you were a shareholder as of close of business on this date, you received an invitation to Tesla&#39;s annual shareholders meeting.</li><li><b>June 10, 2022:</b> Tesla filed another form with the SEC, announcing a proposed 3-for-1 stock split.</li><li><b>Aug. 4, 2022:</b> Shareholders voted in favor of the 3-for-1 stock split at the 2022 Annual Meeting of Shareholders.</li><li><b>Aug. 17, 2022:</b> Stockholders of record on this date will receive two new shares for every one share they own.</li><li><b>Aug. 24, 2022:</b> The stock split will take place after the close of trading on this date.</li><li><b>Aug. 25, 2022:</b> Tesla shares will trade at a split-adjusted price on this date.</li></ul><p>As you can see, a stock split doesn&#39;t happen overnight. A company needs to file paperwork with the SEC to express its intentions, and then shareholders must give the company the green light to move forward with the stock split.</p><p><b>What happens when a stock splits?</b></p><p>A stock split may be popular, but that doesn&#39;t mean it&#39;s profitable. A stock split in itself won&#39;t make a company&#39;s market capitalization rise or change its intrinsic value. But it does increase the number of a company&#39;s outstanding shares. You&#39;ll notice more shares of a company stock in your account, but the overall value of your shares won&#39;t change. That&#39;s why a stock split is not a taxable event in itself. It doesn&#39;t leave you with more money in your pockets.</p><p>Let&#39;s dive into Tesla&#39;s stock split. The company is doing a 3-for-1 split. That means investors will receive two extra shares of Tesla for every one share they own.</p><p>If you own five shares of Tesla, you&#39;ll wake up to 15 shares of the company after the stock split. If you own 10 shares of Tesla, you&#39;ll have 30 shares later. If you own fractional shares, you&#39;ll still have a chance to participate in the stock split. You&#39;ll just have to do the math to see how your fractional shares will multiply after the stock split.</p><p>You can think of a stock split like getting slices of pizza. If you have a whole pizza, you can slice it into three equal parts like a 3-for-1 stock split. The amount of pizza you have is still the same. When you slice it, you break it up into bite-sized pieces so it&#39;s easier to consume.</p><p>A stock split makes it easier for investors to buy whole shares of a company stock by lowering the price tag. If shares of Tesla stock are $900 before the stock split, the shares will drop to $300 after the 3-for-1 stock split.</p><p><b>Is a stock split a positive sign for a company?</b></p><p>A stock split helps make a stock with a high price tag more affordable to retail investors. But that&#39;s not a big deal in this era since many investors can get their hands on stocks by purchasing fractional shares. However, there are some investors who like the idea of grabbing a whole share of Tesla without breaking the bank. Stock splits open the doors for more investors to accumulate whole shares of a company stock in their portfolio.</p><p>Although stock splits sound fancy, they are more of a cosmetic change. It doesn&#39;t determine the long-term potential of a company. Don&#39;t fall into the trap of believing that stock splits automatically lead to profitability. Do your research before you invest in any stock -- even if the company has a stock split coming up. Review the fundamentals, evaluate management&#39;s leadership style, and do a competitor analysis to see if a company deserves a spot in your portfolio.</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>Here's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's What You Should Know About the 3-for-1 Stock Split Approved By Tesla Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/21/heres-what-you-should-know-about-the-3-for-1-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSTesla shareholders voted in favor of a 3-for-1 stock split at the company's annual meeting on Aug. 4.Shareholders will see more shares of Tesla stock in their account after the stock split ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/21/heres-what-you-should-know-about-the-3-for-1-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/08/21/heres-what-you-should-know-about-the-3-for-1-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261515445","content_text":"KEY POINTSTesla shareholders voted in favor of a 3-for-1 stock split at the company's annual meeting on Aug. 4.Shareholders will see more shares of Tesla stock in their account after the stock split takes place on Aug. 24.The shares will trade at a split-adjusted price on Aug. 25.Tesla is moving forward with its second stock split on Aug. 24. Shareholders approved the 3-for-1 stock split at the company's annual meeting this month.If you're confused about stock splits, below is a breakdown of how they work, so you can set your expectations.Image source: Getty Images.Stock splits are taking over headlines in 2022Large tech companies have been dominating stock-split news this year. Amazon pursued its first stock split since the dot-com boom, completing a 20-for-1 stock split on June 3. E-commerce giant Shopify completed a 10-for-1 split of its common stock on June 28. Then, the parent company of Google, Alphabet, wrapped up a 20-for-1 stock split on July 15.Now, Tesla is back in the spotlight after completing a 5-for-1 stock split in 2020. The electric vehicle maker hinted at a stock split earlier this year, and now the big day is taking place this month. If you haven't been following Tesla this year, here's a look at the company's stock-split timeline.March 28, 2022: Tesla informed the SEC about its stock-split intentions via Form 8-K.June 6, 2022: If you were a shareholder as of close of business on this date, you received an invitation to Tesla's annual shareholders meeting.June 10, 2022: Tesla filed another form with the SEC, announcing a proposed 3-for-1 stock split.Aug. 4, 2022: Shareholders voted in favor of the 3-for-1 stock split at the 2022 Annual Meeting of Shareholders.Aug. 17, 2022: Stockholders of record on this date will receive two new shares for every one share they own.Aug. 24, 2022: The stock split will take place after the close of trading on this date.Aug. 25, 2022: Tesla shares will trade at a split-adjusted price on this date.As you can see, a stock split doesn't happen overnight. A company needs to file paperwork with the SEC to express its intentions, and then shareholders must give the company the green light to move forward with the stock split.What happens when a stock splits?A stock split may be popular, but that doesn't mean it's profitable. A stock split in itself won't make a company's market capitalization rise or change its intrinsic value. But it does increase the number of a company's outstanding shares. You'll notice more shares of a company stock in your account, but the overall value of your shares won't change. That's why a stock split is not a taxable event in itself. It doesn't leave you with more money in your pockets.Let's dive into Tesla's stock split. The company is doing a 3-for-1 split. That means investors will receive two extra shares of Tesla for every one share they own.If you own five shares of Tesla, you'll wake up to 15 shares of the company after the stock split. If you own 10 shares of Tesla, you'll have 30 shares later. If you own fractional shares, you'll still have a chance to participate in the stock split. You'll just have to do the math to see how your fractional shares will multiply after the stock split.You can think of a stock split like getting slices of pizza. If you have a whole pizza, you can slice it into three equal parts like a 3-for-1 stock split. The amount of pizza you have is still the same. When you slice it, you break it up into bite-sized pieces so it's easier to consume.A stock split makes it easier for investors to buy whole shares of a company stock by lowering the price tag. If shares of Tesla stock are $900 before the stock split, the shares will drop to $300 after the 3-for-1 stock split.Is a stock split a positive sign for a company?A stock split helps make a stock with a high price tag more affordable to retail investors. But that's not a big deal in this era since many investors can get their hands on stocks by purchasing fractional shares. However, there are some investors who like the idea of grabbing a whole share of Tesla without breaking the bank. Stock splits open the doors for more investors to accumulate whole shares of a company stock in their portfolio.Although stock splits sound fancy, they are more of a cosmetic change. It doesn't determine the long-term potential of a company. Don't fall into the trap of believing that stock splits automatically lead to profitability. Do your research before you invest in any stock -- even if the company has a stock split coming up. Review the fundamentals, evaluate management's leadership style, and do a competitor analysis to see if a company deserves a spot in your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998816130,"gmtCreate":1660964065222,"gmtModify":1676536431747,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Dun think so","listText":"Dun think so","text":"Dun think so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998816130","repostId":"2260323630","repostType":4,"repost":{"id":"2260323630","kind":"highlight","pubTimestamp":1660952700,"share":"https://ttm.financial/m/news/2260323630?lang=&edition=fundamental","pubTime":"2022-08-20 07:45","market":"us","language":"en","title":"3 Top Stocks to Buy During a Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2260323630","media":"Motley Fool","summary":"Oracle, General Mills, and LVMH are all good defensive plays.","content":"<html><head></head><body><p>The <b>S&amp;P 500</b> has rallied about 10% over the past month as declining gas prices and signs of supply chain improvements have suggested that brighter days are ahead. However, the benchmark index remains down about 10% year to date -- and rising interest rates could still trigger even steeper declines.</p><p>So instead of going all-in on the market&#39;s wobbly rebound, investors should still keep an eye on defensive stocks that can withstand its next downturn. I believe three resilient stocks fit that description: <b>Oracle</b>, <b>General Mills</b>, and <b>LVMH</b>.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48194a71051ee875b3af642e7fd4455\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Oracle</h2><p>Oracle, the world&#39;s top database management software company, had once been considered an also-ran of the tech sector. Its sales of on-premise software had been cooling off across the saturated market, and cloud-based challengers like <b>Amazon</b> and <b>Microsoft </b>were threatening to disrupt its aging business.</p><p>But instead of sitting still and becoming obsolete, Oracle transformed its on-premise software into cloud-based services. It also expanded that sticky ecosystem with enterprise resource planning (ERP) tools through several big acquisitions. Those efforts were costly, but they enabled Oracle to consistently grow its revenues again and avoid becoming the next <b>IBM</b>.</p><p>Oracle&#39;s revenue growth stalled out in fiscal 2019 and 2020 (which ended in May of the calendar year) as it implemented those turnaround strategies. But its revenue subsequently rose 4% in fiscal 2021 and 5% in fiscal 2022. It expects its cloud revenues to grow 30% organically in fiscal 2023, accelerating from its 22% growth in fiscal 2022, while analysts expect its total revenue (including its recent acquisition of Cerner) to rise 17%.</p><p>Oracle&#39;s earnings per share have also risen consistently, partly driven by buybacks, and analysts expect its earnings (including Cerner) to grow 67% this year. That&#39;s an impressive growth rate for a stock that trades at less than 20 times forward earnings. It&#39;s also reduced its share count by 45% over the past 10 years and pays a decent forward dividend yield of 1.6%.</p><h2>2. General Mills</h2><p>General Mills sells over 100 brands of packaged food products, including Cheerios, Yoplait, Häagen-Dazs, Betty Crocker, Green Giant, and Pillsbury. It also sells premium pet products through its Blue Buffalo subsidiary.</p><p>General Mills is a great stock to own during a downturn for three reasons. First, its business is resistant to inflation, recessions, and other macroeconomic headwinds because people (and their pets) need to eat. For fiscal 2023 (which started this May), General Mills expects its organic sales to increase 4% to 5% and for its adjusted earnings per share (EPS) to grow 0% to 3% in constant currency terms. That stable outlook suggests it can comfortably pass on some of its inflationary costs to consumers with price hikes while protecting its bottom-line growth with tighter cost-cutting measures.</p><p>Second, it&#39;s firmly profitable and pays out nearly half its earnings to fund its forward dividend yield of 2.8%. The company and its predecessor have also paid out uninterrupted dividends for more than a century. Lastly, General Mills&#39; stock is still cheap at 19 times forward earnings. That low valuation arguably makes it more attractive than comparable packaged foods stalwarts like <b>Coca-Cola</b> and <b>PepsiCo</b>, which currently trade at 26 and 27 times forward earnings, respectively.</p><h2>3. LVMH</h2><p>Lastly, high-end luxury stocks are good defensive plays during market downturns because affluent customers are more resistant to macro headwinds. My favorite play in that sector is LVMH, the world&#39;s largest luxury company. The French conglomerate owns 75 houses across five markets -- wines and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelry, and selective retailing -- and its top brands include Louis Vuitton, Dior, Fendi, Loewe, Bvlgari, Tiffany &amp; Co., Hennessy, and Sephora.</p><p>LVMH experienced a slowdown during the pandemic as it temporarily closed many of its stores. But in 2021, its revenue surged 44% as its net profit soared 156%. Relative to 2019 (which skips the pandemic-related disruptions), its revenue and profit rose 20% and 68%, respectively.</p><p>LVMH faces some near-term challenges -- including supply chain disruptions, the Russo-Ukrainian war, and intermittent COVID lockdowns in China -- but inflation shouldn&#39;t pose much of a threat because it can easily pass on its higher costs to its well-heeled consumers.</p><p>That&#39;s why analysts expect LVMH&#39;s revenue and net profit to rise 18% and 17%, respectively, this year. Its stock is reasonably valued at 25 times next year&#39;s earnings -- especially considering that its rival <b>Hermès</b> trades at 50 times forward earnings -- and it pays a decent forward yield of 1.7%.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Stocks to Buy During a Sell-Off</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Stocks to Buy During a Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/19/3-top-stocks-to-buy-during-a-sell-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 has rallied about 10% over the past month as declining gas prices and signs of supply chain improvements have suggested that brighter days are ahead. However, the benchmark index remains ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/19/3-top-stocks-to-buy-during-a-sell-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GIS":"通用磨坊","ORCL":"甲骨文","LVMUY":"路易威登"},"source_url":"https://www.fool.com/investing/2022/08/19/3-top-stocks-to-buy-during-a-sell-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260323630","content_text":"The S&P 500 has rallied about 10% over the past month as declining gas prices and signs of supply chain improvements have suggested that brighter days are ahead. However, the benchmark index remains down about 10% year to date -- and rising interest rates could still trigger even steeper declines.So instead of going all-in on the market's wobbly rebound, investors should still keep an eye on defensive stocks that can withstand its next downturn. I believe three resilient stocks fit that description: Oracle, General Mills, and LVMH.Image source: Getty Images.1. OracleOracle, the world's top database management software company, had once been considered an also-ran of the tech sector. Its sales of on-premise software had been cooling off across the saturated market, and cloud-based challengers like Amazon and Microsoft were threatening to disrupt its aging business.But instead of sitting still and becoming obsolete, Oracle transformed its on-premise software into cloud-based services. It also expanded that sticky ecosystem with enterprise resource planning (ERP) tools through several big acquisitions. Those efforts were costly, but they enabled Oracle to consistently grow its revenues again and avoid becoming the next IBM.Oracle's revenue growth stalled out in fiscal 2019 and 2020 (which ended in May of the calendar year) as it implemented those turnaround strategies. But its revenue subsequently rose 4% in fiscal 2021 and 5% in fiscal 2022. It expects its cloud revenues to grow 30% organically in fiscal 2023, accelerating from its 22% growth in fiscal 2022, while analysts expect its total revenue (including its recent acquisition of Cerner) to rise 17%.Oracle's earnings per share have also risen consistently, partly driven by buybacks, and analysts expect its earnings (including Cerner) to grow 67% this year. That's an impressive growth rate for a stock that trades at less than 20 times forward earnings. It's also reduced its share count by 45% over the past 10 years and pays a decent forward dividend yield of 1.6%.2. General MillsGeneral Mills sells over 100 brands of packaged food products, including Cheerios, Yoplait, Häagen-Dazs, Betty Crocker, Green Giant, and Pillsbury. It also sells premium pet products through its Blue Buffalo subsidiary.General Mills is a great stock to own during a downturn for three reasons. First, its business is resistant to inflation, recessions, and other macroeconomic headwinds because people (and their pets) need to eat. For fiscal 2023 (which started this May), General Mills expects its organic sales to increase 4% to 5% and for its adjusted earnings per share (EPS) to grow 0% to 3% in constant currency terms. That stable outlook suggests it can comfortably pass on some of its inflationary costs to consumers with price hikes while protecting its bottom-line growth with tighter cost-cutting measures.Second, it's firmly profitable and pays out nearly half its earnings to fund its forward dividend yield of 2.8%. The company and its predecessor have also paid out uninterrupted dividends for more than a century. Lastly, General Mills' stock is still cheap at 19 times forward earnings. That low valuation arguably makes it more attractive than comparable packaged foods stalwarts like Coca-Cola and PepsiCo, which currently trade at 26 and 27 times forward earnings, respectively.3. LVMHLastly, high-end luxury stocks are good defensive plays during market downturns because affluent customers are more resistant to macro headwinds. My favorite play in that sector is LVMH, the world's largest luxury company. The French conglomerate owns 75 houses across five markets -- wines and spirits, fashion and leather goods, perfumes and cosmetics, watches and jewelry, and selective retailing -- and its top brands include Louis Vuitton, Dior, Fendi, Loewe, Bvlgari, Tiffany & Co., Hennessy, and Sephora.LVMH experienced a slowdown during the pandemic as it temporarily closed many of its stores. But in 2021, its revenue surged 44% as its net profit soared 156%. Relative to 2019 (which skips the pandemic-related disruptions), its revenue and profit rose 20% and 68%, respectively.LVMH faces some near-term challenges -- including supply chain disruptions, the Russo-Ukrainian war, and intermittent COVID lockdowns in China -- but inflation shouldn't pose much of a threat because it can easily pass on its higher costs to its well-heeled consumers.That's why analysts expect LVMH's revenue and net profit to rise 18% and 17%, respectively, this year. Its stock is reasonably valued at 25 times next year's earnings -- especially considering that its rival Hermès trades at 50 times forward earnings -- and it pays a decent forward yield of 1.7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991862620,"gmtCreate":1660808337262,"gmtModify":1676536403565,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Really","listText":"Really","text":"Really","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991862620","repostId":"2260780888","repostType":4,"repost":{"id":"2260780888","kind":"highlight","pubTimestamp":1660795309,"share":"https://ttm.financial/m/news/2260780888?lang=&edition=fundamental","pubTime":"2022-08-18 12:01","market":"us","language":"en","title":"Did the Stock Market \"Misinterpret\" Fed Again? What Strategists Say About the Reaction to the July Minutes","url":"https://stock-news.laohu8.com/highlight/detail?id=2260780888","media":"MarketWatch","summary":"Minutes from the July FOMC were ‘overall balanced’: CitiDid investors misinterpret the Fed? DREW ANG","content":"<html><head></head><body><p>Minutes from the July FOMC were ‘overall balanced’: Citi</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21c7cb7ec9a1c43fcf22ca32317c45ae\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Did investors misinterpret the Fed? DREW ANGERER/GETTY IMAGES</span></p><p>Minutes from the Federal Reserve’s meeting in July — at which policy makers hiked the benchmark interest rate by 75 basis points, indicate stock-market participants were too quick to price in a “less hawkish” policy outlook, some strategists argued Wednesday.</p><p>Federal Reserve officials in July agreed that it was necessary to move their benchmark interest rate high enough to slow the economy to combat stickier inflation, according to minutes of the Federal Open Market Committee’s July 26-27 meeting released Wednesday.</p><p>Fed officials agreed that “moving to an appropriately restrictive stance of policy was essential for avoiding an unanchoring of inflation expectations,” while some indicated that the policy rate would have to reach a “sufficiently restrictive” level to ensure that inflation is firmly on a path back to 2 percent, and maintain that level for some time.</p><p>The minutes, however, also showed “many officials” said they were worried about the risk that the Fed could tighten the stance of monetary policy by more than necessary.</p><p>U.S. stocks finished lower on Wednesday after trimming losses. The S&amp;P 500 declined 31.16 points, or 0.7%, to end at 4,274.04. The Dow Jones Industrial Average snapped a five-day winning streak, falling 171.69 points, or 0.5%, to end at 33,980.32, after declining 324 points at its session low. The Nasdaq Composite dropped 164.43 points, or 1.3%, closing at 12,938.12.</p><p>As investors parsed the summary of the meeting, economists at Citi argued that rather than being suggestive of more dovish policy, the minutes were merely “calls to remain data dependent in an uncertain and rapidly evolving environment.”</p><p>“Minutes from the July FOMC were overall balanced, reflecting a committee worried they might provide too little restriction to bring down inflation, but also concerned they might tighten by too much leading to an unnecessarily negative growth outcome,” said Citi economists Andrew Hollenhorst and Veronica Clark in a note. “Subsequent to the meeting, stronger activity data, concerningly high and persistent wage and price inflation and looser financial conditions suggest Chair Powell will find himself once again making a hawkish push to maintain the ‘resolve’ and ‘credibility’ minutes indicate the committee intends to reflect through their ‘forceful policy’ actions.”</p><p>David Petrosinelli, a senior trader at InspereX in New York, also argued that investors were too optimistic and misinterpreted the minutes.</p><p>“This surely wouldn’t be the first time the general market misinterpreted the minutes…The perception that this was less hawkish, but that’s not what I read when I read the minutes.” Petrosinelli told MarketWatch in a phone interview on Wednesday. “I just think at the end of the day, the Fed knows that they have an inflation problem. I think they know that they’re not anywhere near restrictive yet in rates, and I think they’re going to get there.”</p><p>U.S. stocks have rallied off their mid-June lows, with the Nasdaq Composite exiting bear-market territory last week, while the Dow Jones Industrial Average and S&amp;P 500 also experienced renewed upward momentum. Yet, strategists said the market’s optimistic reaction to Chairman Powell’s July press conference and July economic reports was premature.</p><p>“I think we’re not out of the woods yet. We believe a rally in technology was hopeful and that we’re kind of near the end of the interest rate tightening cycle,” Andy Tepper, managing director at BNY Mellon Wealth Management said via phone. “Quite frankly, we think that may be a little bit premature, that there still is some worrisome stickier inflation that the Federal Reserve needs to deal with.”</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>Did the Stock Market \"Misinterpret\" Fed Again? What Strategists Say About the Reaction to the July Minutes</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\">\nDid the Stock Market \"Misinterpret\" Fed Again? What Strategists Say About the Reaction to the July Minutes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-18 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/did-the-stock-market-misinterpret-fed-again-what-strategists-say-about-the-reaction-to-the-july-minutes-11660774228?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1660792212><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Minutes from the July FOMC were ‘overall balanced’: CitiDid investors misinterpret the Fed? DREW ANGERER/GETTY IMAGESMinutes from the Federal Reserve’s meeting in July — at which policy makers hiked ...</p>\n\n<a href=\"https://www.marketwatch.com/story/did-the-stock-market-misinterpret-fed-again-what-strategists-say-about-the-reaction-to-the-july-minutes-11660774228?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1660792212\">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/did-the-stock-market-misinterpret-fed-again-what-strategists-say-about-the-reaction-to-the-july-minutes-11660774228?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1660792212","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260780888","content_text":"Minutes from the July FOMC were ‘overall balanced’: CitiDid investors misinterpret the Fed? DREW ANGERER/GETTY IMAGESMinutes from the Federal Reserve’s meeting in July — at which policy makers hiked the benchmark interest rate by 75 basis points, indicate stock-market participants were too quick to price in a “less hawkish” policy outlook, some strategists argued Wednesday.Federal Reserve officials in July agreed that it was necessary to move their benchmark interest rate high enough to slow the economy to combat stickier inflation, according to minutes of the Federal Open Market Committee’s July 26-27 meeting released Wednesday.Fed officials agreed that “moving to an appropriately restrictive stance of policy was essential for avoiding an unanchoring of inflation expectations,” while some indicated that the policy rate would have to reach a “sufficiently restrictive” level to ensure that inflation is firmly on a path back to 2 percent, and maintain that level for some time.The minutes, however, also showed “many officials” said they were worried about the risk that the Fed could tighten the stance of monetary policy by more than necessary.U.S. stocks finished lower on Wednesday after trimming losses. The S&P 500 declined 31.16 points, or 0.7%, to end at 4,274.04. The Dow Jones Industrial Average snapped a five-day winning streak, falling 171.69 points, or 0.5%, to end at 33,980.32, after declining 324 points at its session low. The Nasdaq Composite dropped 164.43 points, or 1.3%, closing at 12,938.12.As investors parsed the summary of the meeting, economists at Citi argued that rather than being suggestive of more dovish policy, the minutes were merely “calls to remain data dependent in an uncertain and rapidly evolving environment.”“Minutes from the July FOMC were overall balanced, reflecting a committee worried they might provide too little restriction to bring down inflation, but also concerned they might tighten by too much leading to an unnecessarily negative growth outcome,” said Citi economists Andrew Hollenhorst and Veronica Clark in a note. “Subsequent to the meeting, stronger activity data, concerningly high and persistent wage and price inflation and looser financial conditions suggest Chair Powell will find himself once again making a hawkish push to maintain the ‘resolve’ and ‘credibility’ minutes indicate the committee intends to reflect through their ‘forceful policy’ actions.”David Petrosinelli, a senior trader at InspereX in New York, also argued that investors were too optimistic and misinterpreted the minutes.“This surely wouldn’t be the first time the general market misinterpreted the minutes…The perception that this was less hawkish, but that’s not what I read when I read the minutes.” Petrosinelli told MarketWatch in a phone interview on Wednesday. “I just think at the end of the day, the Fed knows that they have an inflation problem. I think they know that they’re not anywhere near restrictive yet in rates, and I think they’re going to get there.”U.S. stocks have rallied off their mid-June lows, with the Nasdaq Composite exiting bear-market territory last week, while the Dow Jones Industrial Average and S&P 500 also experienced renewed upward momentum. Yet, strategists said the market’s optimistic reaction to Chairman Powell’s July press conference and July economic reports was premature.“I think we’re not out of the woods yet. We believe a rally in technology was hopeful and that we’re kind of near the end of the interest rate tightening cycle,” Andy Tepper, managing director at BNY Mellon Wealth Management said via phone. “Quite frankly, we think that may be a little bit premature, that there still is some worrisome stickier inflation that the Federal Reserve needs to deal with.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991013117,"gmtCreate":1660747279340,"gmtModify":1676536391208,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Swee","listText":"Swee","text":"Swee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991013117","repostId":"1140971503","repostType":4,"repost":{"id":"1140971503","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660743519,"share":"https://ttm.financial/m/news/1140971503?lang=&edition=fundamental","pubTime":"2022-08-17 21:38","market":"us","language":"en","title":"Sea Shares Slumped 7% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1140971503","media":"Tiger Newspress","summary":"Sea shares slumped 7% in morning trading.Sea Ltd. posted a bigger loss than expected and withdrew it","content":"<html><head></head><body><p>Sea shares slumped 7% in morning trading.<img src=\"https://static.tigerbbs.com/d317314b04672b9ccfafd814a3c2ca40\" tg-width=\"826\" tg-height=\"837\" width=\"100%\" height=\"auto\"/>Sea Ltd. posted a bigger loss than expected and withdrew its 2022 e-commerce forecast, joining other online giants struggling to gauge an increasingly uncertain global economic outlook.</p><p>The Singapore-based company posted an adjusted loss before interest, taxes, depreciation and amortization of $506.3 million in the June quarter, surpassing the average projection for $482.3 million. Its net loss more than doubled to over $931 million in the June quarter.</p><p>The downbeat result came after Sea cut its full-year e-commerce revenue outlook in May, to a low of $8.5 billion versus $8.9 billion previously. Shoppers emerging from pandemic lockdowns are cutting back on online purchases, shifting toward essentials during a potential recession.</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>Sea Shares Slumped 7% 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\">\nSea Shares Slumped 7% 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\">2022-08-17 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea shares slumped 7% in morning trading.<img src=\"https://static.tigerbbs.com/d317314b04672b9ccfafd814a3c2ca40\" tg-width=\"826\" tg-height=\"837\" width=\"100%\" height=\"auto\"/>Sea Ltd. posted a bigger loss than expected and withdrew its 2022 e-commerce forecast, joining other online giants struggling to gauge an increasingly uncertain global economic outlook.</p><p>The Singapore-based company posted an adjusted loss before interest, taxes, depreciation and amortization of $506.3 million in the June quarter, surpassing the average projection for $482.3 million. Its net loss more than doubled to over $931 million in the June quarter.</p><p>The downbeat result came after Sea cut its full-year e-commerce revenue outlook in May, to a low of $8.5 billion versus $8.9 billion previously. Shoppers emerging from pandemic lockdowns are cutting back on online purchases, shifting toward essentials during a potential recession.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140971503","content_text":"Sea shares slumped 7% in morning trading.Sea Ltd. posted a bigger loss than expected and withdrew its 2022 e-commerce forecast, joining other online giants struggling to gauge an increasingly uncertain global economic outlook.The Singapore-based company posted an adjusted loss before interest, taxes, depreciation and amortization of $506.3 million in the June quarter, surpassing the average projection for $482.3 million. Its net loss more than doubled to over $931 million in the June quarter.The downbeat result came after Sea cut its full-year e-commerce revenue outlook in May, to a low of $8.5 billion versus $8.9 billion previously. Shoppers emerging from pandemic lockdowns are cutting back on online purchases, shifting toward essentials during a potential recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993184254,"gmtCreate":1660647497188,"gmtModify":1676536371498,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Can","listText":"Can","text":"Can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993184254","repostId":"2259889841","repostType":4,"repost":{"id":"2259889841","kind":"highlight","pubTimestamp":1660643563,"share":"https://ttm.financial/m/news/2259889841?lang=&edition=fundamental","pubTime":"2022-08-16 17:52","market":"us","language":"en","title":"Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259889841","media":"Motley Fool","summary":"Among Amazon, Shopify, and Tesla stands one company that's simply never been cheaper and is begging to be bought.","content":"<html><head></head><body><p>Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark <b>S&amp;P 500</b>, which is often Wall Street&#39;s favorite barometer of stock market health, turned in its worst first-half return in 52 years. Meanwhile, the technology-dependent <b>Nasdaq Composite</b> has been even worse, with a peak-to-trough decline of as much as 34% since November.</p><p>But in spite of this turmoil, investors have been absolutely enamored with the dozens of companies announcing stock splits this year.</p><p><img src=\"https://static.tigerbbs.com/428021cbfd3168c84c60e0a8d38b75c6\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>A stock split allows a publicly traded company to alter its share price and outstanding share count without impacting its market cap or operations. It&#39;s the perfect tool for businesses to use to make their shares more affordable for everyday investors who might not otherwise have access to fractional-share purchases through their online brokerages.</p><p>Thus far in 2022, a number of exceptionally popular, high-profile stocks have announced and/or enacted stock splits. This includes:</p><ul><li><b>Amazon</b> (AMZN -0.26%), which declared and enacted a 20-for-1 stock split.</li><li><b>Shopify</b> (SHOP -2.26%), which announced and moved forward with a 10-for-1 stock split.</li><li><b>Tesla</b> (TSLA 3.10%), which announced a 3-for-1 split in June and gained approval from its shareholders on August 4 to conduct its split on Aug. 25, 2022.</li></ul><p>The $64,000 question is, &#34;Which stock-split stock makes for the better buy right now?&#34;</p><h2>Is Amazon the perfect stock to add to your shopping cart?</h2><p>First up is e-commerce giant Amazon, whose share price fell from a peak of $3,700 pre-split to the $140s on a post-split basis. It was the company&#39;s first stock split in more than two decades.</p><p>When most people hear the word &#34;Amazon,&#34; they immediately think of the company&#39;s leading online marketplace. This year, Amazon is expected to bring in about $0.40 of every $1 spent in online retail sales in the United States.  But this top-tier revenue segment typically generates low operating margins.</p><p>The far bigger story for Amazon is what&#39;s happening with its higher-margin initiatives, such as subscription services, advertising, and cloud services. For instance, the greater than 200 million people signed up for Prime worldwide bring in tens of billions of dollars in predictable, high-margin revenue for Amazon every year.</p><p>Amazon Web Services (AWS) should play an even more important role in growing Amazon&#39;s operating cash flow in the years that lie ahead. I say &#34;cash flow&#34; and not earnings given that Amazon loves to reinvest a significant portion of its operating cash flow into its logistics network and various growth initiatives. With AWS accounting for a third of global cloud-service spending in the first quarter, and this segment providing the bulk of Amazon&#39;s operating income, it could send Amazon&#39;s share price significantly higher.</p><h2>Should you checkout with Shopify?</h2><p>Another possibility for investors is to put their money to work in cloud-based e-commerce platform Shopify. After peaking at more than $1,700 prior to its split, shares of this beaten-down tech stock can be had for around $40 on a post-split basis.</p><p>What makes Shopify such an intriguing company from the standpoint of long-term investors is its addressable market. A presentation from 2021 estimated that Shopify&#39;s e-commerce platform has a $153 billion addressable market just from small businesses (i.e., it&#39;s bread-and-butter target). This doesn&#39;t even take into account the larger businesses that have begun utilizing Shopify&#39;s tools and data analytics. With Shopify on pace to bring in over $7 billion in revenue this year, the implication is that growth is still in the very early innings.</p><p>Innovation is another tool that should excite investors. Last year, Shopify launched Shop Pay, its very own buy now, pay later (BNPL) service designed to give merchants and their consumers more payment options. Although BNPL operators have been hammered recently by domestic and global economic weakness, it should ultimately be a positive for Shopify&#39;s vast network of merchants over the long run.</p><p>Shopify is using bolt-on acquisitions to its advantage, too. Last month, it completed the $2.1 billion cash-and-stock buyout of e-commerce fulfillment company Deliverr.  Buying Deliverr further compliments Shopify&#39;s Fulfillment Network and should give merchants more peace of mind when managing their inventory and direct-to-consumer sales.</p><h2>Can investors burn rubber with Tesla?</h2><p>The third potential stock-split stock to buy is electric-vehicle (EV) manufacturer Tesla. The company&#39;s upcoming split will mark its second in two years.</p><p>The reason investors gravitate to Tesla is because of the company&#39;s competitive advantages. It&#39;s the first automaker to build itself from the ground up to mass production in more than five decades. Even with semiconductor chip shortages hurting production, and the company&#39;s Shanghai gigafactory being adversely impacted by COVID-19 lockdowns, Tesla looks to be well on its way to surpassing 1 million EV deliveries in a year for the first time.</p><p>In addition to production, Tesla has turned the corner to recurring profitability. Whereas the company had relied heavily on selling renewable energy credits (RECs) to other automakers prior to 2020, it&#39;s been generating generally accepted accounting principles (GAAP) profits without the need for RECs to push it to a sizable profit. In each of the past five quarters, Tesla has delivered a GAAP profit ranging from $1.14 billion to $3.32 billion.</p><p>Tesla&#39;s success is also a reflection of investors&#39; belief in CEO Elon Musk as an innovator. As CEO, Musk has helped diversify his company&#39;s operations -- e.g., Tesla provides energy storage systems and installs solar panels via subsidiaries -- and has kept the company&#39;s user base excited about upcoming innovations, such as Tesla Bot, a robotic humanoid that could serve a variety of purposes.</p><p><img src=\"https://static.tigerbbs.com/a3d04332f26103c280e356ba7a8e2d51\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>The better stock-split stock to buy right now is...</h2><p>Ultimately, Amazon, Shopify, and Tesla wouldn&#39;t have announced stock splits if their respective share prices hadn&#39;t significantly risen following great execution. But only one of these three stock-split stocks stands out as the clear better buy right now.</p><p>In my view, it&#39;s certainly <i>not</i> Tesla. The biggest issue with Tesla just might be Elon Musk. Aside from drawing the ire of the Securities and Exchange Commission on multiple occasions, Musk has continually overpromised and underdelivered as CEO. While the company&#39;s share price would say others, we&#39;ve seen delays to practically every major project or innovation proposed by Musk, including robotaxis and the Cybertruck, among others.</p><p>Tesla is also quite expensive. Whereas most auto stocks trade at single-digit forward price-to-earnings (P/E) ratios, Tesla will have investors paying about 54 times Wall Street&#39;s forecast earnings in 2023 for a company that&#39;ll likely see its competitive advantages wane over time.</p><p>Despite it being a popular buy right now, I don&#39;t believe Shopify is the answer, either. This is a retail-driven company that&#39;s susceptible to slower growth from rapidly rising interest rates and contracting U.S. gross domestic product. While there&#39;s no question Shopify has a delectably large addressable market, the company has a lot of work to do on its bottom-line to attract long-term investors.</p><p>The stock-split stock that&#39;s the absolute best buy of the three right now is Amazon.</p><p>Although its P/E ratio is an eye-popper for all the wrong reasons, the P/E ratio is a poor way to measure value with Amazon. As noted, because Amazon reinvests most of its operating cash flow back into its business, price-to-cash-flow is a far better measure of value.</p><p>Between 2010 and 2019, investors paid a year-end multiple of 23 to 37 times year-end cash flow. Based on Wall Street&#39;s 2025 forecast, which takes into account AWS growing into a larger percentage of total sales, Amazon is valued at just 10 times cash flow. If Amazon hits this estimate, it would be the cheapest shares have ever been. Valuation and innovation give Amazon the clear edge over Shopify and Tesla right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","AMZN":"亚马逊","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4116":"互联网服务与基础架构","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4532":"文艺复兴科技持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","SHOP":"Shopify Inc","BK4528":"SaaS概念","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259889841","content_text":"Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst first-half return in 52 years. Meanwhile, the technology-dependent Nasdaq Composite has been even worse, with a peak-to-trough decline of as much as 34% since November.But in spite of this turmoil, investors have been absolutely enamored with the dozens of companies announcing stock splits this year.Image source: Getty Images.A stock split allows a publicly traded company to alter its share price and outstanding share count without impacting its market cap or operations. It's the perfect tool for businesses to use to make their shares more affordable for everyday investors who might not otherwise have access to fractional-share purchases through their online brokerages.Thus far in 2022, a number of exceptionally popular, high-profile stocks have announced and/or enacted stock splits. This includes:Amazon (AMZN -0.26%), which declared and enacted a 20-for-1 stock split.Shopify (SHOP -2.26%), which announced and moved forward with a 10-for-1 stock split.Tesla (TSLA 3.10%), which announced a 3-for-1 split in June and gained approval from its shareholders on August 4 to conduct its split on Aug. 25, 2022.The $64,000 question is, \"Which stock-split stock makes for the better buy right now?\"Is Amazon the perfect stock to add to your shopping cart?First up is e-commerce giant Amazon, whose share price fell from a peak of $3,700 pre-split to the $140s on a post-split basis. It was the company's first stock split in more than two decades.When most people hear the word \"Amazon,\" they immediately think of the company's leading online marketplace. This year, Amazon is expected to bring in about $0.40 of every $1 spent in online retail sales in the United States.  But this top-tier revenue segment typically generates low operating margins.The far bigger story for Amazon is what's happening with its higher-margin initiatives, such as subscription services, advertising, and cloud services. For instance, the greater than 200 million people signed up for Prime worldwide bring in tens of billions of dollars in predictable, high-margin revenue for Amazon every year.Amazon Web Services (AWS) should play an even more important role in growing Amazon's operating cash flow in the years that lie ahead. I say \"cash flow\" and not earnings given that Amazon loves to reinvest a significant portion of its operating cash flow into its logistics network and various growth initiatives. With AWS accounting for a third of global cloud-service spending in the first quarter, and this segment providing the bulk of Amazon's operating income, it could send Amazon's share price significantly higher.Should you checkout with Shopify?Another possibility for investors is to put their money to work in cloud-based e-commerce platform Shopify. After peaking at more than $1,700 prior to its split, shares of this beaten-down tech stock can be had for around $40 on a post-split basis.What makes Shopify such an intriguing company from the standpoint of long-term investors is its addressable market. A presentation from 2021 estimated that Shopify's e-commerce platform has a $153 billion addressable market just from small businesses (i.e., it's bread-and-butter target). This doesn't even take into account the larger businesses that have begun utilizing Shopify's tools and data analytics. With Shopify on pace to bring in over $7 billion in revenue this year, the implication is that growth is still in the very early innings.Innovation is another tool that should excite investors. Last year, Shopify launched Shop Pay, its very own buy now, pay later (BNPL) service designed to give merchants and their consumers more payment options. Although BNPL operators have been hammered recently by domestic and global economic weakness, it should ultimately be a positive for Shopify's vast network of merchants over the long run.Shopify is using bolt-on acquisitions to its advantage, too. Last month, it completed the $2.1 billion cash-and-stock buyout of e-commerce fulfillment company Deliverr.  Buying Deliverr further compliments Shopify's Fulfillment Network and should give merchants more peace of mind when managing their inventory and direct-to-consumer sales.Can investors burn rubber with Tesla?The third potential stock-split stock to buy is electric-vehicle (EV) manufacturer Tesla. The company's upcoming split will mark its second in two years.The reason investors gravitate to Tesla is because of the company's competitive advantages. It's the first automaker to build itself from the ground up to mass production in more than five decades. Even with semiconductor chip shortages hurting production, and the company's Shanghai gigafactory being adversely impacted by COVID-19 lockdowns, Tesla looks to be well on its way to surpassing 1 million EV deliveries in a year for the first time.In addition to production, Tesla has turned the corner to recurring profitability. Whereas the company had relied heavily on selling renewable energy credits (RECs) to other automakers prior to 2020, it's been generating generally accepted accounting principles (GAAP) profits without the need for RECs to push it to a sizable profit. In each of the past five quarters, Tesla has delivered a GAAP profit ranging from $1.14 billion to $3.32 billion.Tesla's success is also a reflection of investors' belief in CEO Elon Musk as an innovator. As CEO, Musk has helped diversify his company's operations -- e.g., Tesla provides energy storage systems and installs solar panels via subsidiaries -- and has kept the company's user base excited about upcoming innovations, such as Tesla Bot, a robotic humanoid that could serve a variety of purposes.Image source: Getty Images.The better stock-split stock to buy right now is...Ultimately, Amazon, Shopify, and Tesla wouldn't have announced stock splits if their respective share prices hadn't significantly risen following great execution. But only one of these three stock-split stocks stands out as the clear better buy right now.In my view, it's certainly not Tesla. The biggest issue with Tesla just might be Elon Musk. Aside from drawing the ire of the Securities and Exchange Commission on multiple occasions, Musk has continually overpromised and underdelivered as CEO. While the company's share price would say others, we've seen delays to practically every major project or innovation proposed by Musk, including robotaxis and the Cybertruck, among others.Tesla is also quite expensive. Whereas most auto stocks trade at single-digit forward price-to-earnings (P/E) ratios, Tesla will have investors paying about 54 times Wall Street's forecast earnings in 2023 for a company that'll likely see its competitive advantages wane over time.Despite it being a popular buy right now, I don't believe Shopify is the answer, either. This is a retail-driven company that's susceptible to slower growth from rapidly rising interest rates and contracting U.S. gross domestic product. While there's no question Shopify has a delectably large addressable market, the company has a lot of work to do on its bottom-line to attract long-term investors.The stock-split stock that's the absolute best buy of the three right now is Amazon.Although its P/E ratio is an eye-popper for all the wrong reasons, the P/E ratio is a poor way to measure value with Amazon. As noted, because Amazon reinvests most of its operating cash flow back into its business, price-to-cash-flow is a far better measure of value.Between 2010 and 2019, investors paid a year-end multiple of 23 to 37 times year-end cash flow. Based on Wall Street's 2025 forecast, which takes into account AWS growing into a larger percentage of total sales, Amazon is valued at just 10 times cash flow. If Amazon hits this estimate, it would be the cheapest shares have ever been. Valuation and innovation give Amazon the clear edge over Shopify and Tesla right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999846906,"gmtCreate":1660521251507,"gmtModify":1676533483612,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999846906","repostId":"1190520604","repostType":4,"repost":{"id":"1190520604","kind":"news","pubTimestamp":1660550029,"share":"https://ttm.financial/m/news/1190520604?lang=&edition=fundamental","pubTime":"2022-08-15 15:53","market":"us","language":"en","title":"Market Rebound Draws Wary Eye From Some Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1190520604","media":"The Wall Street Journal","summary":"Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising more ","content":"<html><head></head><body><p>Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising more than 20% from its mid-June low to end its longest bear market since 2008.</p><p>The rally has stirred a familiar debate: Will the rebound continue?</p><p>Some investors are starting to believe the worst of this year’s rout might be behind them. Data last week showed gauges of both consumer and producer prices falling in July, offering some hope that inflation might be at or close to a peak.</p><p>The labor market also remains robust. Employers added more than half a million jobs in July, while the unemployment rate ticked down to close to a half-century low—hardly things investors would expect to see if the economy were in or on the brink of a recession.</p><p><img src=\"https://static.tigerbbs.com/8a9a8d2b0f531fdd62e661d3c33d436b\" tg-width=\"845\" tg-height=\"585\" referrerpolicy=\"no-referrer\"/>On the flip side, the Federal Reserve isn’t done raising interest rates, leaving richly valued parts of the market vulnerable.</p><p>Much of what has surged the past several weeks is precisely what led the market lower during its punishing selloff in the first half of the year. Meme stocks such as AMC Entertainment Holdings Inc. and Bed Bath &amp; Beyond Inc. have climbed 107% and 111%, respectively, since markets bottomed for the year on June 16. Shares of cryptocurrency-related companies such as Coinbase Global Inc. and triple-leveraged exchange-traded funds tracking the technology-heavy Nasdaq Composite Index have also soared.</p><p>The S&amp;P 500 is up 17% over the same period but remains down 10% for the year.</p><p>With inflation remaining near multiyear highs, some investors worry parts of the market are in for another punishing selloff, especially if the Fed has to raise interest rates for longer than expected. When interest rates were at historic lows, investors got big returns from piling into shares of richly valued, often unprofitable companies. The fact that bond yields were so low made even the riskiest stocks—as well as other investments, like cryptocurrencies—look like an attractive proposition for many investors. Rising rates reverse that dynamic.</p><p>“I can’t argue that this pace [of market gains] is going to continue,” said Nancy Tengler, chief investment officer of Laffer Tengler Investments. “Whether we are in recession now or are going to be in one in the third or fourth quarter, you know economic growth is going to slow.”</p><p>That means it is prudent to be even more selective about what types of companies the firm is putting money into, she said.</p><p><img src=\"https://static.tigerbbs.com/f851214d93db89d4b56bd502f9981850\" tg-width=\"863\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/>One factor that has clouded investors’ outlook is debate over how far into the future the Fed will have to keep raising interest rates.</p><p>Since the Fed’s July policy meeting, some investors have bet the central bank will pivot from raising interest rates to lowering them next year to boost economic activity again. That has helped spark a rebound in not just stock but also bond prices. The 10-year U.S. Treasury yield, which falls as bond prices rise, fell to 2.848% Friday, down from its mid-June peak of 3.482%.<img src=\"https://static.tigerbbs.com/995cb42840b965a3a7dd93b573d9a02c\" tg-width=\"869\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>Skeptics, however, warn that it might be too early to assume that the Fed will change tacks in 2023. July’s CPI and PPI readings were good news for the markets. And they certainly gave wind to the idea that the Fed will raise interest rates by half a point at its September meeting, instead of three-quarters of a point as initially expected.</p><p><img src=\"https://static.tigerbbs.com/1733782d24e80ed8d6a664db5142a233\" tg-width=\"904\" tg-height=\"612\" referrerpolicy=\"no-referrer\"/></p><p>But just one or two lower inflation readings won’t suffice in convincing the Fed that inflation is dissipating, said Nicholas Colas, co-founder of DataTrek Research.</p><p>Some factors driving inflation higher have also yet to ease. Last week’s CPI report showed grocery prices rose 13.1% in July from a year ago, the fastest pace since 1979. Housing prices also increased.</p><p>Given the way the Fed typically likes to see multiple consecutive economic readings before changing tack on policy, markets might be running ahead of themselves, Mr. Colas said.</p><p>Many investors are skeptical the recent rebound in more speculative investments will shake out differently this time.</p><p>“When something goes down 80% and then comes back up 20%, it still doesn’t get you much,” said Rick Lear, chief investment officer of Lear Investment Management. “It’s just bouncing off its lows.</p><p>Rather than arguing semantics—whether the S&amp;P 500 is about to break out into a bull market or is stuck in a bear market rally, or whether the economy is in a recession now or will be later—Mr. Lear says he is choosing to focus on picking companies that can weather a tough economic environment.</p><p>He is also steering clear of many of the stocks that have surged the most during the market’s comeback, wary of the possibility of being burned by stocks that appear to be trading mostly off momentum, instead of their earnings.</p><p>“This could be a real reset of the bull market,” Mr. Lear said. “But we don’t know. And it really doesn’t matter to us.”</p></body></html>","source":"wsj_highlight","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>Market Rebound Draws Wary Eye From Some Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMarket Rebound Draws Wary Eye From Some Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 15:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/market-rebound-draws-wary-eye-from-some-investors-11660469378?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising more than 20% from its mid-June low to end its longest bear market since 2008.The rally has stirred a ...</p>\n\n<a href=\"https://www.wsj.com/articles/market-rebound-draws-wary-eye-from-some-investors-11660469378?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/market-rebound-draws-wary-eye-from-some-investors-11660469378?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190520604","content_text":"Stocks reached another milestone in their comeback last week, with the Nasdaq Composite rising more than 20% from its mid-June low to end its longest bear market since 2008.The rally has stirred a familiar debate: Will the rebound continue?Some investors are starting to believe the worst of this year’s rout might be behind them. Data last week showed gauges of both consumer and producer prices falling in July, offering some hope that inflation might be at or close to a peak.The labor market also remains robust. Employers added more than half a million jobs in July, while the unemployment rate ticked down to close to a half-century low—hardly things investors would expect to see if the economy were in or on the brink of a recession.On the flip side, the Federal Reserve isn’t done raising interest rates, leaving richly valued parts of the market vulnerable.Much of what has surged the past several weeks is precisely what led the market lower during its punishing selloff in the first half of the year. Meme stocks such as AMC Entertainment Holdings Inc. and Bed Bath & Beyond Inc. have climbed 107% and 111%, respectively, since markets bottomed for the year on June 16. Shares of cryptocurrency-related companies such as Coinbase Global Inc. and triple-leveraged exchange-traded funds tracking the technology-heavy Nasdaq Composite Index have also soared.The S&P 500 is up 17% over the same period but remains down 10% for the year.With inflation remaining near multiyear highs, some investors worry parts of the market are in for another punishing selloff, especially if the Fed has to raise interest rates for longer than expected. When interest rates were at historic lows, investors got big returns from piling into shares of richly valued, often unprofitable companies. The fact that bond yields were so low made even the riskiest stocks—as well as other investments, like cryptocurrencies—look like an attractive proposition for many investors. Rising rates reverse that dynamic.“I can’t argue that this pace [of market gains] is going to continue,” said Nancy Tengler, chief investment officer of Laffer Tengler Investments. “Whether we are in recession now or are going to be in one in the third or fourth quarter, you know economic growth is going to slow.”That means it is prudent to be even more selective about what types of companies the firm is putting money into, she said.One factor that has clouded investors’ outlook is debate over how far into the future the Fed will have to keep raising interest rates.Since the Fed’s July policy meeting, some investors have bet the central bank will pivot from raising interest rates to lowering them next year to boost economic activity again. That has helped spark a rebound in not just stock but also bond prices. The 10-year U.S. Treasury yield, which falls as bond prices rise, fell to 2.848% Friday, down from its mid-June peak of 3.482%.Skeptics, however, warn that it might be too early to assume that the Fed will change tacks in 2023. July’s CPI and PPI readings were good news for the markets. And they certainly gave wind to the idea that the Fed will raise interest rates by half a point at its September meeting, instead of three-quarters of a point as initially expected.But just one or two lower inflation readings won’t suffice in convincing the Fed that inflation is dissipating, said Nicholas Colas, co-founder of DataTrek Research.Some factors driving inflation higher have also yet to ease. Last week’s CPI report showed grocery prices rose 13.1% in July from a year ago, the fastest pace since 1979. Housing prices also increased.Given the way the Fed typically likes to see multiple consecutive economic readings before changing tack on policy, markets might be running ahead of themselves, Mr. Colas said.Many investors are skeptical the recent rebound in more speculative investments will shake out differently this time.“When something goes down 80% and then comes back up 20%, it still doesn’t get you much,” said Rick Lear, chief investment officer of Lear Investment Management. “It’s just bouncing off its lows.Rather than arguing semantics—whether the S&P 500 is about to break out into a bull market or is stuck in a bear market rally, or whether the economy is in a recession now or will be later—Mr. Lear says he is choosing to focus on picking companies that can weather a tough economic environment.He is also steering clear of many of the stocks that have surged the most during the market’s comeback, wary of the possibility of being burned by stocks that appear to be trading mostly off momentum, instead of their earnings.“This could be a real reset of the bull market,” Mr. Lear said. “But we don’t know. And it really doesn’t matter to us.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999977055,"gmtCreate":1660457379980,"gmtModify":1676533474993,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999977055","repostId":"1110057750","repostType":4,"repost":{"id":"1110057750","kind":"news","pubTimestamp":1660446286,"share":"https://ttm.financial/m/news/1110057750?lang=&edition=fundamental","pubTime":"2022-08-14 11:04","market":"us","language":"en","title":"Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger","url":"https://stock-news.laohu8.com/highlight/detail?id=1110057750","media":"seekingalpha","summary":"SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to fo","content":"<html><head></head><body><p>Summary</p><ul><li>I explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank&#39;s CEO, Masayoshi Son.</li><li>Mr. Son has decided to reduce his stake in Alibaba from 23.7% to 14.6% - in my opinion, this may create headwinds for BABA in the medium term.</li><li>Investors shouldn&#39;t be fooled by Alibaba&#39;s &#34;low multiples&#34; but to take a broader look at this company and consider all the risks involved.</li><li>Based on a fairly optimistic DCF model, there is a downside of 14% for Alibaba stock.</li><li>The desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.</li></ul><p>Introduction &amp; Thesis</p><p>On March 24, 2020, Bloomberg wrote about Softbank CEO Masayoshi Son&#39;s plans to sell $14 billion worth of Alibaba shares (NYSE:BABA) to shore up the bank&#39;s businesses, which had been battered by the coronavirus pandemic. This was not the first news of attempts by Masayoshi Son, who was one of the first investors in BABA in 2000, to get rid of the company&#39;s shares - according to a press release from the bank, derivative tradeshave been made since 2016. However, $14 billion in 2020 was quite a large amount, and in the medium term, BABA shares began to correct more than the main benchmarks:</p><p><img src=\"https://static.tigerbbs.com/96b0ceefb3d3bed3af27a07fdd9d3a81\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Now we see that Softbank faced the problem of deflating the bubble in high-growth companies after the Corona crisis, and will now further reduce its stake in Alibaba stock (from the current 23.7% to 14.6% after settling $34 billion in prepaid forward contracts).</p><p>As from the very beginning of my coverage of Alibaba stock here on Seeking Alpha, I still believe that investors should not follow on the heels of Charlie Munger - there are too many risks in buying this stock, both geopolitical (U.S.-China tensions, Taiwan) and economic (China&#39;s GDP growth slowdown and housing crisis). The pressure on BABA&#39;s quotes is likely to continue due to these two factors, and Softbank&#39;s sale of forward contracts for such a large amount may add to the headwinds for shareholders.</p><p>Masayoshi Son vs. Charlie Munger</p><p>One of the most frequently cited arguments for buying BABA after its phenomenal &gt;50% off high dip is the fact that one of the most famous Western investors, Charlie Munger, bought and held the stock. According to the 13-F filings by his Daily Journal Corp, the 98-year-old investor began buying BABA in the first quarter of 2021 and gradually increased his position throughout 2021 (from 165,320 shares in the first quarter to 602,060 shares in the fourth quarter) until he decided to sell half of the position in the first quarter of 2022 and has not touched BABA since (which is interpreted by some as a bullish sign).</p><p>In my subjective opinion, a 50% reduction of BABA&#39;s position in Daily Journal Corp. in the first quarter is already a sign of Mr. Munger&#39;s capitulation, as this act is not typical of his position in BofA (BAC) or Wells Fargo (WFC) - compare the position size as of the last reporting date [link above] with the portfolio at the end of 2013 to see for yourself.</p><p>Concerning the unchanged amount of BABA shares in the last reporting quarter, it should be noted that other positions have also remained unchanged - Munger has simply decided not to buy or sell anything. The great investor of the 20th century will likely continue to get rid of his position in Alibaba stock, in my view, if the risks in China escalate. Remember what he said about Russian stocks many years ago (emphasis added):</p><blockquote>When asked about Russia, Charlie Munger, Warren Buffett’s partner at Berkshire Hathaway (BRK.A) (BRK.B), harrumphed: &#34;<i>We don’t invest in kleptocracies.</i>&#34; One investor famously declared after the market’s meltdown in 1998: &#34;I’d rather eat nuclear waste than invest in Russia.&#34;</blockquote><blockquote>[Source]</blockquote><p>If you have been buying BABA solely on Munger&#39;s moves, then I must warn you: if you look at the performance of his Daily Journal Corp [based on Fintel data from 13-Fs], he has not been able to boast of excessive returns for many years:</p><p><img src=\"https://static.tigerbbs.com/f172b8f0ac1e4673cf5741f21754470d\" tg-width=\"640\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/><b>Important note:</b>the reported value (RV) above should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.However, RV depletion is also an important criterion to consider.</p><p>I think the risks of investing in the Chinese market are becoming more evident every year. While the country&#39;s GDP grew 6-10% annually from the early 1990s until the pandemic began, these risks were ignored by many Western investors. We saw it even more positively when the Chinese GDP began to recover sharply after the 2020 lockdowns. Now, however, the prospects for similar growth rates are vague, as the real estate market, which has largely allowed China to report huge GDP growth rates in the past, is highly leveraged and in crisis, and the country&#39;s overall population is likely to start shrinking due to the low birth rate (which largely precludes the growth of the economy extensively).</p><blockquote>As recently as 2019 the China Academy of Social Sciences expected the population to peak in 2029, at 1.44 billion. The 2019 United Nations Population Prospects report expected the peak later still, in 2031-32, at 1.46 billion.</blockquote><blockquote>The Shanghai Academy of Social Sciences team predicts an annual average decline of 1.1% after 2021, pushing China&#39;s population down to 587 million in 2100, less than half of what it is today.</blockquote><blockquote>[Source]</blockquote><p>The accumulated problems of the Chinese regime drive Xi to continue trying to expand his sole power, because at first glance it seems more reliable to keep everything in one hand. Given the level of corruption in the country, we are dealing with a kleptocratic state - the reason why Munger avoided investing in Russia after 1998.</p><p>Aside from Masayoshi Son being forced to sell his shares in Alibaba, I think Softbank would have dumped its high stake in the company anyway, feeling the pressure from the Communist Party.</p><p>Exactly one year ago, Nikkei Asia published an article citing Son as to how he sees the pressure on China&#39;s tech sector.</p><blockquote>&#34;I strongly believe that China&#39;s AI technology and business model will continue to innovate,&#34; Son said in a news conference. &#34;However, in investment activities, various new regulations have begun, so I want to wait and see what kind of regulations are implemented and what kind of impact they have on the stock market.&#34;</blockquote><blockquote>[Source]</blockquote><p>A year later, he waited, looked around, and decided to reduce his stake in Alibaba from 23.7% to 14.6%.</p><p>This is a smart move that is not about flooding the market with shares all at once - under the terms of the forward contract, Mr. Son will have the right to buy back his BABA shares. However, it is unlikely that he will do so - in any case, we have not seen this happen since 2016. So, in the coming months, there will be a greater supply of Alibaba shares on the market, which will put additional pressure on prices against the backdrop of geopolitical and macroeconomic risks specific to China.</p><p>The company&#39;s financial profile doesn&#39;t help</p><p>The low multiples that made BABA&#39;s stock seem undervalued compared to U.S. tech giants have gotten even lower over the past six months - in line with the stock price:</p><p><img src=\"https://static.tigerbbs.com/a100fa0a41ade258d26db19f27c2313b\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>However, it turned out that this underestimation was evidence of the value trap - the slowdown in economic growth and regulatory problems were making themselves felt. Margins continued their downward trend, and the ratio of EBITDA to sales did not return to the level seen before COVID.</p><p><img src=\"https://static.tigerbbs.com/ceb0944814657934f262b18db7db4ec2\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\"/>Sales and earnings growth did not improve as investors expected, so the denominators for most valuation metrics became smaller than the numerators - Seeking Alpha&#39;s factor grade system changed the valuation metric in a negative direction for the company:</p><p>Readers will rightly wonder why the &#34;Profitability&#34; criterion is still rated &#34;A+&#34; against a backdrop of declining business margins and less than stellar ROE / ROA / ROIC indicators. The answer to this question lies in the elements of this criterion - the company&#39;s cash flow from operations (CFO) is the only reason for this superiority over the rest of the sector:</p><p><img src=\"https://static.tigerbbs.com/9f0ad942e9b19cfbee3de08d1b1b2009\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/98d0b575ede1cd3f09a1e124dd313777\" tg-width=\"360\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/>Indeed, in the Internet and direct marketing retail industry, of which Alibaba is a part, only 58.62% of companies have a positive CFO. Such companies have a CFO to TTM ratio of 7% (median), while BABA has a similar ratio of 17%, making it a true cash cow. However, for a cash cow, the margin of safety of BABA is highly controversial in terms of DCF modeling:</p><p><img src=\"https://static.tigerbbs.com/e33ef5864117b63096db2166e004e764\" tg-width=\"594\" tg-height=\"557\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Even with a fairly optimistic discount rate (10% is low given the risks for the Chinese tech giant) and a very generous assumption of a 15% growth rate over the next 10 years (which is already not the case), there is a downside of 14%, even when adding the tangible book value to the final share price.</p><p>Of course, I could be wrong and the listing of BABA&#39;s shares on the Hong Kong Stock Exchange will create additional demand from investors in mainland China, but it&#39;s not entirely clear what U.S. investors with their ADRs will actually get out of it.</p><p>From this, I conclude that investors shouldn&#39;t be fooled by Alibaba&#39;s &#34;low multiples&#34; but to take a broader look at this company and consider all the risks involved. Then, the desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger</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\">\nAlibaba Stock: Follow Masayoshi Son, Not Charlie Munger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-14 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank's CEO, Masayoshi Son.Mr. Son has decided to reduce his stake in Alibaba from 23.7% to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1110057750","content_text":"SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank's CEO, Masayoshi Son.Mr. Son has decided to reduce his stake in Alibaba from 23.7% to 14.6% - in my opinion, this may create headwinds for BABA in the medium term.Investors shouldn't be fooled by Alibaba's \"low multiples\" but to take a broader look at this company and consider all the risks involved.Based on a fairly optimistic DCF model, there is a downside of 14% for Alibaba stock.The desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.Introduction & ThesisOn March 24, 2020, Bloomberg wrote about Softbank CEO Masayoshi Son's plans to sell $14 billion worth of Alibaba shares (NYSE:BABA) to shore up the bank's businesses, which had been battered by the coronavirus pandemic. This was not the first news of attempts by Masayoshi Son, who was one of the first investors in BABA in 2000, to get rid of the company's shares - according to a press release from the bank, derivative tradeshave been made since 2016. However, $14 billion in 2020 was quite a large amount, and in the medium term, BABA shares began to correct more than the main benchmarks:Now we see that Softbank faced the problem of deflating the bubble in high-growth companies after the Corona crisis, and will now further reduce its stake in Alibaba stock (from the current 23.7% to 14.6% after settling $34 billion in prepaid forward contracts).As from the very beginning of my coverage of Alibaba stock here on Seeking Alpha, I still believe that investors should not follow on the heels of Charlie Munger - there are too many risks in buying this stock, both geopolitical (U.S.-China tensions, Taiwan) and economic (China's GDP growth slowdown and housing crisis). The pressure on BABA's quotes is likely to continue due to these two factors, and Softbank's sale of forward contracts for such a large amount may add to the headwinds for shareholders.Masayoshi Son vs. Charlie MungerOne of the most frequently cited arguments for buying BABA after its phenomenal >50% off high dip is the fact that one of the most famous Western investors, Charlie Munger, bought and held the stock. According to the 13-F filings by his Daily Journal Corp, the 98-year-old investor began buying BABA in the first quarter of 2021 and gradually increased his position throughout 2021 (from 165,320 shares in the first quarter to 602,060 shares in the fourth quarter) until he decided to sell half of the position in the first quarter of 2022 and has not touched BABA since (which is interpreted by some as a bullish sign).In my subjective opinion, a 50% reduction of BABA's position in Daily Journal Corp. in the first quarter is already a sign of Mr. Munger's capitulation, as this act is not typical of his position in BofA (BAC) or Wells Fargo (WFC) - compare the position size as of the last reporting date [link above] with the portfolio at the end of 2013 to see for yourself.Concerning the unchanged amount of BABA shares in the last reporting quarter, it should be noted that other positions have also remained unchanged - Munger has simply decided not to buy or sell anything. The great investor of the 20th century will likely continue to get rid of his position in Alibaba stock, in my view, if the risks in China escalate. Remember what he said about Russian stocks many years ago (emphasis added):When asked about Russia, Charlie Munger, Warren Buffett’s partner at Berkshire Hathaway (BRK.A) (BRK.B), harrumphed: \"We don’t invest in kleptocracies.\" One investor famously declared after the market’s meltdown in 1998: \"I’d rather eat nuclear waste than invest in Russia.\"[Source]If you have been buying BABA solely on Munger's moves, then I must warn you: if you look at the performance of his Daily Journal Corp [based on Fintel data from 13-Fs], he has not been able to boast of excessive returns for many years:Important note:the reported value (RV) above should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.However, RV depletion is also an important criterion to consider.I think the risks of investing in the Chinese market are becoming more evident every year. While the country's GDP grew 6-10% annually from the early 1990s until the pandemic began, these risks were ignored by many Western investors. We saw it even more positively when the Chinese GDP began to recover sharply after the 2020 lockdowns. Now, however, the prospects for similar growth rates are vague, as the real estate market, which has largely allowed China to report huge GDP growth rates in the past, is highly leveraged and in crisis, and the country's overall population is likely to start shrinking due to the low birth rate (which largely precludes the growth of the economy extensively).As recently as 2019 the China Academy of Social Sciences expected the population to peak in 2029, at 1.44 billion. The 2019 United Nations Population Prospects report expected the peak later still, in 2031-32, at 1.46 billion.The Shanghai Academy of Social Sciences team predicts an annual average decline of 1.1% after 2021, pushing China's population down to 587 million in 2100, less than half of what it is today.[Source]The accumulated problems of the Chinese regime drive Xi to continue trying to expand his sole power, because at first glance it seems more reliable to keep everything in one hand. Given the level of corruption in the country, we are dealing with a kleptocratic state - the reason why Munger avoided investing in Russia after 1998.Aside from Masayoshi Son being forced to sell his shares in Alibaba, I think Softbank would have dumped its high stake in the company anyway, feeling the pressure from the Communist Party.Exactly one year ago, Nikkei Asia published an article citing Son as to how he sees the pressure on China's tech sector.\"I strongly believe that China's AI technology and business model will continue to innovate,\" Son said in a news conference. \"However, in investment activities, various new regulations have begun, so I want to wait and see what kind of regulations are implemented and what kind of impact they have on the stock market.\"[Source]A year later, he waited, looked around, and decided to reduce his stake in Alibaba from 23.7% to 14.6%.This is a smart move that is not about flooding the market with shares all at once - under the terms of the forward contract, Mr. Son will have the right to buy back his BABA shares. However, it is unlikely that he will do so - in any case, we have not seen this happen since 2016. So, in the coming months, there will be a greater supply of Alibaba shares on the market, which will put additional pressure on prices against the backdrop of geopolitical and macroeconomic risks specific to China.The company's financial profile doesn't helpThe low multiples that made BABA's stock seem undervalued compared to U.S. tech giants have gotten even lower over the past six months - in line with the stock price:However, it turned out that this underestimation was evidence of the value trap - the slowdown in economic growth and regulatory problems were making themselves felt. Margins continued their downward trend, and the ratio of EBITDA to sales did not return to the level seen before COVID.Sales and earnings growth did not improve as investors expected, so the denominators for most valuation metrics became smaller than the numerators - Seeking Alpha's factor grade system changed the valuation metric in a negative direction for the company:Readers will rightly wonder why the \"Profitability\" criterion is still rated \"A+\" against a backdrop of declining business margins and less than stellar ROE / ROA / ROIC indicators. The answer to this question lies in the elements of this criterion - the company's cash flow from operations (CFO) is the only reason for this superiority over the rest of the sector:Indeed, in the Internet and direct marketing retail industry, of which Alibaba is a part, only 58.62% of companies have a positive CFO. Such companies have a CFO to TTM ratio of 7% (median), while BABA has a similar ratio of 17%, making it a true cash cow. However, for a cash cow, the margin of safety of BABA is highly controversial in terms of DCF modeling:Even with a fairly optimistic discount rate (10% is low given the risks for the Chinese tech giant) and a very generous assumption of a 15% growth rate over the next 10 years (which is already not the case), there is a downside of 14%, even when adding the tangible book value to the final share price.Of course, I could be wrong and the listing of BABA's shares on the Hong Kong Stock Exchange will create additional demand from investors in mainland China, but it's not entirely clear what U.S. investors with their ADRs will actually get out of it.From this, I conclude that investors shouldn't be fooled by Alibaba's \"low multiples\" but to take a broader look at this company and consider all the risks involved. Then, the desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907415227,"gmtCreate":1660230951571,"gmtModify":1703504839687,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907415227","repostId":"1129307754","repostType":4,"repost":{"id":"1129307754","kind":"news","pubTimestamp":1660318260,"share":"https://ttm.financial/m/news/1129307754?lang=&edition=fundamental","pubTime":"2022-08-12 23:31","market":"us","language":"en","title":"The 7 Most Overrated Stocks on Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=1129307754","media":"InvestorPlace","summary":"The names on our stocks-to-avoid list are some of the most overrated stocks in the market right now.","content":"<html><head></head><body><ul><li>The names on our stocks-to-avoid list are some of the most overrated stocks in the market right now.</li><li><b>Zoom Video Communications</b>(<b>ZM</b>): Zoom doesn&#39;t have a competitive edge over its competition.</li><li><b>Canoo</b>(<b>GOEV</b>): The company is burning through cash reserves at an alarming pace.</li><li><b>Rivian</b>(<b>RIVN</b>): Supply-chain struggles are widening its bear case.</li><li><b>Alarm.com Holdings</b>(<b><u>ALRM</u></b>): Trades at 54 times cash flows, which hardly justifies its performance.</li><li><b>Match Group</b>(<b>MTCH</b>): A series of negative events has Match at a crossroads.</li><li><b>Bumble</b>(<b><u>BMBL</u></b>): Re-opening headwinds have proven to be a handful.</li><li><b>Boston Beer</b>(<b>SAM</b>): Slashed guidance amidst a volatile economic environment.</li></ul><p>Overrated stocks generate interest beyond the numbers, somehow blinding investors into overvaluing them even when the evidence is weak.</p><p>The S&amp;P 500 has had its worst start in years as the equities market continues to find form. Several stocks trading at frothy valuations have faced massive corrections and are trading at more rational prices. Despite the pull-back, though, many overrated stocks continue to trade unattractively.</p><p>Overvalued stocks typically trade at prices that are divorced from their fundamentals and near-term outlooks. Their price metrics, including their price-to-earnings (P/E), price-to-sales (P/S) ratio, and other related metrics, are normally much higher than their sector averages.</p><p>The current bear market has created several buying opportunities for investors, but Wall Street has taken a liking to several overrated stocks, which should be avoided. Having said that, let’s look at seven of them that you should probably avoid investing in now.</p><p><b>Zoom Video Communications</b>(ZM)</p><p>Video conferencing giant <b>Zoom Video Communications</b> (NASDAQ:<b>ZM</b>)  was one of the tech companies that benefitted immensely from the pandemic.</p><p>Zoom’s video conferencing services greatly advance the remote working trend, with millions confined to their homes. However, the pandemic boom is over, and despite having a great product, the company’s muddled outlook makes it an unattractive pick at current prices.</p><p>Zoom’s software is incredibly robust, but with the emergence of multiple competitors in its niche, it’s not irreplicable. We are seeing the cracks already, with top-line growth slowing down in the past few quarters.</p><p>Its first-quarter results for fiscal 2023 showed a 12.30% revenue bump, which pales in comparison to the 191.40% it posted in the same period last year. Moreover, Zoom isn’t like Microsoft, which could potentially offset losses from Teams with other more profitable products and services, which makes it one of the overrated stocks out there.</p><p><b>Canoo</b>(GOEV)</p><p><b>Canoo</b> (NASDAQ:<b>GOEV</b>)  is a pre-revenue electric vehicle startup that is burning through its cash balances at an aggressive pace.</p><p>It warned investors that it has enough funds for six months to a year in its first quarter results. Though its stock price has lost most of its post-SPAC gains, it’s still trading at close to eight times forward sales estimates, which makes it among the overrated stocks to avoid.</p><p>Its first-quarter results showed a massive increase in operational expenses from $140.8 million to $97.1 million in the same quarter last year.Net losses came in at $125.4 million, while free cash flows were at a negative $148.8 million.</p><p>On top of that, management sounded the alarm over the company’s financial flexibility. These negative developments come at a time when Canoo is looking to ramp up production to meet its pre-orders.</p><p><b>Rivian</b>(RIVN)</p><p><b>Rivian</b> (NASDAQ:<b>RIVN</b>)  is another emerging EV company that captured Wall Street’s attention with its SUVs and electric pickup trucks.</p><p>It went public via a reverse merger with a shell company in November last year and was soon valued at a whopping $83 billion. However, the stock has now lost its luster in line with the broader market. Nevertheless, it still trades at a nosebleed valuation, which its murky outlook can hardly justify.</p><p>Rivian has run into familiar territory, as have many EV companies. The firm is struggling with its supply chain while burning through its cash reserves at a frantic pace.</p><p>It is likely to squander its first-mover advantage in its niche as it looks to navigate through the delay in order deliveries and workforce reductions.</p><p><b>Alarm.com Holdings</b>(ALRM)</p><p><b>Alarm.com Holdings</b> (NASDAQ:<b><u>ALRM</u></b>) is one of the top smart home/property platforms.</p><p>Over the past several years, its stock has performed exceedingly well in line with its fundamentals.</p><p>Its operational metrics, including earnings and sales, have grown at double-digits. It operates a sticky business that continues to generate healthy cash flows.</p><p>So where’s the problem? For starters, its performances of late have been relatively unimpressive compared to the past five years. Its growth rates are slowing down while its peers are still in line with their historical averages.</p><p>Moreover, the stock trades at a lofty valuation, and its price metrics are all over the place. It trades at almost 54 times its cash flows, significantly higher than its five-year average. Though it has an exciting outlook, it’s one of the overrates stocks that’s likely to get worse before it gets better.</p><p><b>Match Group</b>(MTCH)</p><p><b>Match Group</b> (NASDAQ:<b>MTCH</b>) operates multiple online dating sites and has established itself as a leader in the niche. It benefitted from the pandemic-led tailwinds, which have now faded away for its businesses.</p><p>Hence, it finds itself at a crossroads with a slowdown in top-line growth. Paid users have dropped considerably of late as the business looks to revitalize its growth rates in the post-pandemic world.</p><p>The company’s much-acclaimed CEO, Shar Dubey, parted ways with the company during the first quarter. Dubey had been instrumental in launching Match’s most successful product, Tinder.</p><p>Moreover, recently released results have slowed down dramatically as its management looks to launch new features to boost engagement. It would be tough to buck the long-term trend and achieve pandemic-era numbers. However, its stock price paints a different story altogether.</p><p><b>Bumble</b>(<b>BMBL</b>)</p><p><b>Bumble</b> (NASDAQ:<b><u>BMBL</u></b>) is a top social media enterprise focusing on social networking and online dating.</p><p>Similar to Match, Bumble’s business flourished during the pandemic but now faces multiple challenges. Competitive pressures and a challenging macro-economic position are to blame for the company’s current predicament.</p><p>Recessionary pressures are likely to cripple spending on its dating applications, hurting its near-term prospects. Though it’s been an excellent performer over the past few years, BMBL stock’s price is trading at unjustifiable levels. Given the current risk-off environment, it’s best to avoid BMBL and other growth stocks that are still trading at high valuations.</p><p><b>Boston Beer</b>(SAM)</p><p>During the pandemic, beer brewer (<b>Boston Beer</b> (NYSE:<b>SAM</b>) saw a strong uptick in operating results. Its sales numbers improved by double-digits for the bulk of the pandemic years. However, since the fourth quarter of last year, it has witnessed a massive reversion in revenue and earnings.</p><p>Managing its rapid growth has been remarkably tough in the face of stiff competition and supply chain issues.</p><p>Boston has proven to be more volatile than other brewers, given its focus on specialty categories. The rising inflation rates and competitive pressures have resulted in margin contraction and general uncertainty about the business outlook.</p><p>Its recently released second-quarter results showed a modest improvement in sales, but despite a reasonable quarter, it had to slash its full-year guidance significantly.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 7 Most Overrated Stocks on Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nThe 7 Most Overrated Stocks on Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/most-overrated-stocks-on-wall-street/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The names on our stocks-to-avoid list are some of the most overrated stocks in the market right now.Zoom Video Communications(ZM): Zoom doesn't have a competitive edge over its competition.Canoo(GOEV)...</p>\n\n<a href=\"https://investorplace.com/2022/08/most-overrated-stocks-on-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","ALRM":"Alarm.com Holdings, Inc.","BMBL":"Bumble Inc.","GOEV":"Canoo Inc.","MTCH":"Match Group, Inc.","SAM":"波斯顿啤酒","RIVN":"Rivian Automotive, Inc."},"source_url":"https://investorplace.com/2022/08/most-overrated-stocks-on-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129307754","content_text":"The names on our stocks-to-avoid list are some of the most overrated stocks in the market right now.Zoom Video Communications(ZM): Zoom doesn't have a competitive edge over its competition.Canoo(GOEV): The company is burning through cash reserves at an alarming pace.Rivian(RIVN): Supply-chain struggles are widening its bear case.Alarm.com Holdings(ALRM): Trades at 54 times cash flows, which hardly justifies its performance.Match Group(MTCH): A series of negative events has Match at a crossroads.Bumble(BMBL): Re-opening headwinds have proven to be a handful.Boston Beer(SAM): Slashed guidance amidst a volatile economic environment.Overrated stocks generate interest beyond the numbers, somehow blinding investors into overvaluing them even when the evidence is weak.The S&P 500 has had its worst start in years as the equities market continues to find form. Several stocks trading at frothy valuations have faced massive corrections and are trading at more rational prices. Despite the pull-back, though, many overrated stocks continue to trade unattractively.Overvalued stocks typically trade at prices that are divorced from their fundamentals and near-term outlooks. Their price metrics, including their price-to-earnings (P/E), price-to-sales (P/S) ratio, and other related metrics, are normally much higher than their sector averages.The current bear market has created several buying opportunities for investors, but Wall Street has taken a liking to several overrated stocks, which should be avoided. Having said that, let’s look at seven of them that you should probably avoid investing in now.Zoom Video Communications(ZM)Video conferencing giant Zoom Video Communications (NASDAQ:ZM)  was one of the tech companies that benefitted immensely from the pandemic.Zoom’s video conferencing services greatly advance the remote working trend, with millions confined to their homes. However, the pandemic boom is over, and despite having a great product, the company’s muddled outlook makes it an unattractive pick at current prices.Zoom’s software is incredibly robust, but with the emergence of multiple competitors in its niche, it’s not irreplicable. We are seeing the cracks already, with top-line growth slowing down in the past few quarters.Its first-quarter results for fiscal 2023 showed a 12.30% revenue bump, which pales in comparison to the 191.40% it posted in the same period last year. Moreover, Zoom isn’t like Microsoft, which could potentially offset losses from Teams with other more profitable products and services, which makes it one of the overrated stocks out there.Canoo(GOEV)Canoo (NASDAQ:GOEV)  is a pre-revenue electric vehicle startup that is burning through its cash balances at an aggressive pace.It warned investors that it has enough funds for six months to a year in its first quarter results. Though its stock price has lost most of its post-SPAC gains, it’s still trading at close to eight times forward sales estimates, which makes it among the overrated stocks to avoid.Its first-quarter results showed a massive increase in operational expenses from $140.8 million to $97.1 million in the same quarter last year.Net losses came in at $125.4 million, while free cash flows were at a negative $148.8 million.On top of that, management sounded the alarm over the company’s financial flexibility. These negative developments come at a time when Canoo is looking to ramp up production to meet its pre-orders.Rivian(RIVN)Rivian (NASDAQ:RIVN)  is another emerging EV company that captured Wall Street’s attention with its SUVs and electric pickup trucks.It went public via a reverse merger with a shell company in November last year and was soon valued at a whopping $83 billion. However, the stock has now lost its luster in line with the broader market. Nevertheless, it still trades at a nosebleed valuation, which its murky outlook can hardly justify.Rivian has run into familiar territory, as have many EV companies. The firm is struggling with its supply chain while burning through its cash reserves at a frantic pace.It is likely to squander its first-mover advantage in its niche as it looks to navigate through the delay in order deliveries and workforce reductions.Alarm.com Holdings(ALRM)Alarm.com Holdings (NASDAQ:ALRM) is one of the top smart home/property platforms.Over the past several years, its stock has performed exceedingly well in line with its fundamentals.Its operational metrics, including earnings and sales, have grown at double-digits. It operates a sticky business that continues to generate healthy cash flows.So where’s the problem? For starters, its performances of late have been relatively unimpressive compared to the past five years. Its growth rates are slowing down while its peers are still in line with their historical averages.Moreover, the stock trades at a lofty valuation, and its price metrics are all over the place. It trades at almost 54 times its cash flows, significantly higher than its five-year average. Though it has an exciting outlook, it’s one of the overrates stocks that’s likely to get worse before it gets better.Match Group(MTCH)Match Group (NASDAQ:MTCH) operates multiple online dating sites and has established itself as a leader in the niche. It benefitted from the pandemic-led tailwinds, which have now faded away for its businesses.Hence, it finds itself at a crossroads with a slowdown in top-line growth. Paid users have dropped considerably of late as the business looks to revitalize its growth rates in the post-pandemic world.The company’s much-acclaimed CEO, Shar Dubey, parted ways with the company during the first quarter. Dubey had been instrumental in launching Match’s most successful product, Tinder.Moreover, recently released results have slowed down dramatically as its management looks to launch new features to boost engagement. It would be tough to buck the long-term trend and achieve pandemic-era numbers. However, its stock price paints a different story altogether.Bumble(BMBL)Bumble (NASDAQ:BMBL) is a top social media enterprise focusing on social networking and online dating.Similar to Match, Bumble’s business flourished during the pandemic but now faces multiple challenges. Competitive pressures and a challenging macro-economic position are to blame for the company’s current predicament.Recessionary pressures are likely to cripple spending on its dating applications, hurting its near-term prospects. Though it’s been an excellent performer over the past few years, BMBL stock’s price is trading at unjustifiable levels. Given the current risk-off environment, it’s best to avoid BMBL and other growth stocks that are still trading at high valuations.Boston Beer(SAM)During the pandemic, beer brewer (Boston Beer (NYSE:SAM) saw a strong uptick in operating results. Its sales numbers improved by double-digits for the bulk of the pandemic years. However, since the fourth quarter of last year, it has witnessed a massive reversion in revenue and earnings.Managing its rapid growth has been remarkably tough in the face of stiff competition and supply chain issues.Boston has proven to be more volatile than other brewers, given its focus on specialty categories. The rising inflation rates and competitive pressures have resulted in margin contraction and general uncertainty about the business outlook.Its recently released second-quarter results showed a modest improvement in sales, but despite a reasonable quarter, it had to slash its full-year guidance significantly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904240109,"gmtCreate":1660058785403,"gmtModify":1703477428092,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"No","listText":"No","text":"No","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904240109","repostId":"1115772826","repostType":4,"repost":{"id":"1115772826","kind":"news","pubTimestamp":1660145520,"share":"https://ttm.financial/m/news/1115772826?lang=&edition=fundamental","pubTime":"2022-08-10 23:32","market":"us","language":"en","title":"3 Dividend Stocks to Buy to Beat Runaway Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1115772826","media":"InvestorPlace","summary":"These dividend stocks to buy all represent solid companies with a yield of 2% or more.Johnson & John","content":"<html><head></head><body><ul><li>These dividend stocks to buy all represent solid companies with a yield of 2% or more.</li><li><b>Johnson &amp; Johnson</b>(<b><u>JNJ</u></b>): Johnson &amp; Johnson products will continue to do well during inflation because it has a large portfolio of non-discretionary goods.</li><li><b>3M Company</b>(<b><u>MMM</u></b>): 3M&#39;s status as a Dividend King makes it a next-level dividend buy.</li><li><b>Dicks Sporting Goods</b>(<b><u>DKS</u></b>): Dick&#39;s has beaten analysts&#39; expectations in the last four quarters, a sign that it has the potential to weather the storm.</li></ul><p>Inflation has encouraged investors to look for solid dividend stocks to buy, and it makes sense. Strong dividends usually mean that management is taking care to generate profits.</p><p>Searching for the best dividend stocks to buy as a hedge during times of inflation has several advantages.</p><p>First, dividend stocks are less volatile. Second, dividend stocks provide a steady income stream that can help offset the rising costs of goods and services. Lastly, dividend stocks are often considered “all-weather” investments, meaning they perform well in both good and bad economic conditions.</p><p>The stocks on this list are some of the best dividend stocks to buy during periods of inflation. These established companies have strong operating models and are trading at a discount. Now is the time to invest in these companies.</p><p><b>Johnson &amp; Johnson (JNJ)</b></p><p><b>Johnson &amp; Johnson</b>(NYSE:<b><u>JNJ</u></b>) is a diversified company with a strong track record of financial stability. Plus it is a reliable dividend payer. It has increased its dividend for 60 consecutive years, making it an attractive choice among the best dividend stocks to buy.</p><p>Johnson &amp; Johnson offers investors a fair amount of downside protection.</p><p>In particular, the company’s focus on essential goods is often viewed as a “recession-resistant” business. Consumers still need Johnson &amp; Johnson’s products even when spending is tight. With its broad range of products, this company has a competitive edge and is growing steadily. There are many benefits to investing in it, such as stability and growth.</p><p>Johnson &amp; Johnson also happens to be trading at a huge discount after reporting its second-quarter results. The company’s sales were up 3.0%– beating analyst estimates. The company’s adjusted operational growth grew 8.1%.</p><p>Plus, its adjusted earnings per share increased 4.4% from last year even as the company decided to lower its profitability outlook for the full year. In the current climate, cutting guidance has an outsized effect on any stock. However, on the positive side, shares of the multinational conglomerate are trading at a nice discount to their 52-week high.</p><p>For all these reasons, Johnson &amp; Johnson is an ideal dividend stock for long-term investors.</p><p><b>3M Company (MMM)</b></p><p><b>3M Company</b>(NYSE:<b><u>MMM</u></b>) is a household name in many countries, with operations spanning the globe. It is best known for its health care products like bandages and masks, but they also produce consumer goods such as Post-It notes that you can find at your local grocery store or gas station.</p><p>3M also produces other valuable surgical products, such as drapes, gowns, and masks. In addition, the company manufactures various products for the electronics and energy industries, including batteries, solar panels, and LCD screens. 3M is a global innovation leader and has more than 60,000 products to its name.</p><p>During times of inflation, the companies that will do well tend to be diversified conglomerates. 3M ticks that box because it has a product range that users will demand regardless of economic circumstances.</p><p>3M has the distinction of being a Dividend King. This is a select group of companies that have raised dividends yearly for at least the past 50 years, which makes this among the more reliable dividend stocks to buy. 3M has increased its annual dividend payout formore than 64 consecutive yearsof increases, which places it in an elite category.</p><p><b>Dicks Sporting Goods (DKS)</b></p><p><b>Dick’s Sporting Goods</b>(NYSE:<b><u>DKS</u></b>) has been a consistent performer for investors over the past few years. In these difficult economic times, it has managed to post strong numbers, showing the robustness of its business model. Dick’s has staying power making it one of the dividend stocks to buy and hold in the long term.</p><p>The stock is down almost 15% in the year thus far. The economy is slowing down, the inflation rate is rising and people are worrying more about their investments. This, in turn, causes pressure on stocks like Dick’s Sporting Goods.</p><p>The pandemic was a boon for sporting goods companies. Therefore, the company now faces tough year-over-year comparisons. However, Dick’s Sporting Goods is doing well considering the macro-economic environment.</p><p>In the last four quarters, it has consistently beat analyst expectations. Yes, revenues are declining; in the latest quarter, the top line shrank by 7.49%, and EPS fell 27.57% year on year. Also, the company is projecting comps to decline between 2% and 8%versus earlier guidance of flat to down 4%. However, management deserves credit for navigating the ship in troubled waters.</p><p>Besides, the company’s yearly dividend payout is a great way to shield yourself from the effects of volatility during these times. DKS has increased its dividend regularly, and its latest offering of 49 cents translates into an excellent yield.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dividend Stocks to Buy to Beat Runaway Inflation</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 Dividend Stocks to Buy to Beat Runaway Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-10 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/dividend-stocks-to-buy-to-beat-runaway-inflation/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These dividend stocks to buy all represent solid companies with a yield of 2% or more.Johnson & Johnson(JNJ): Johnson & Johnson products will continue to do well during inflation because it has a ...</p>\n\n<a href=\"https://investorplace.com/2022/08/dividend-stocks-to-buy-to-beat-runaway-inflation/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKS":"迪克体育用品","JNJ":"强生","MMM":"3M"},"source_url":"https://investorplace.com/2022/08/dividend-stocks-to-buy-to-beat-runaway-inflation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115772826","content_text":"These dividend stocks to buy all represent solid companies with a yield of 2% or more.Johnson & Johnson(JNJ): Johnson & Johnson products will continue to do well during inflation because it has a large portfolio of non-discretionary goods.3M Company(MMM): 3M's status as a Dividend King makes it a next-level dividend buy.Dicks Sporting Goods(DKS): Dick's has beaten analysts' expectations in the last four quarters, a sign that it has the potential to weather the storm.Inflation has encouraged investors to look for solid dividend stocks to buy, and it makes sense. Strong dividends usually mean that management is taking care to generate profits.Searching for the best dividend stocks to buy as a hedge during times of inflation has several advantages.First, dividend stocks are less volatile. Second, dividend stocks provide a steady income stream that can help offset the rising costs of goods and services. Lastly, dividend stocks are often considered “all-weather” investments, meaning they perform well in both good and bad economic conditions.The stocks on this list are some of the best dividend stocks to buy during periods of inflation. These established companies have strong operating models and are trading at a discount. Now is the time to invest in these companies.Johnson & Johnson (JNJ)Johnson & Johnson(NYSE:JNJ) is a diversified company with a strong track record of financial stability. Plus it is a reliable dividend payer. It has increased its dividend for 60 consecutive years, making it an attractive choice among the best dividend stocks to buy.Johnson & Johnson offers investors a fair amount of downside protection.In particular, the company’s focus on essential goods is often viewed as a “recession-resistant” business. Consumers still need Johnson & Johnson’s products even when spending is tight. With its broad range of products, this company has a competitive edge and is growing steadily. There are many benefits to investing in it, such as stability and growth.Johnson & Johnson also happens to be trading at a huge discount after reporting its second-quarter results. The company’s sales were up 3.0%– beating analyst estimates. The company’s adjusted operational growth grew 8.1%.Plus, its adjusted earnings per share increased 4.4% from last year even as the company decided to lower its profitability outlook for the full year. In the current climate, cutting guidance has an outsized effect on any stock. However, on the positive side, shares of the multinational conglomerate are trading at a nice discount to their 52-week high.For all these reasons, Johnson & Johnson is an ideal dividend stock for long-term investors.3M Company (MMM)3M Company(NYSE:MMM) is a household name in many countries, with operations spanning the globe. It is best known for its health care products like bandages and masks, but they also produce consumer goods such as Post-It notes that you can find at your local grocery store or gas station.3M also produces other valuable surgical products, such as drapes, gowns, and masks. In addition, the company manufactures various products for the electronics and energy industries, including batteries, solar panels, and LCD screens. 3M is a global innovation leader and has more than 60,000 products to its name.During times of inflation, the companies that will do well tend to be diversified conglomerates. 3M ticks that box because it has a product range that users will demand regardless of economic circumstances.3M has the distinction of being a Dividend King. This is a select group of companies that have raised dividends yearly for at least the past 50 years, which makes this among the more reliable dividend stocks to buy. 3M has increased its annual dividend payout formore than 64 consecutive yearsof increases, which places it in an elite category.Dicks Sporting Goods (DKS)Dick’s Sporting Goods(NYSE:DKS) has been a consistent performer for investors over the past few years. In these difficult economic times, it has managed to post strong numbers, showing the robustness of its business model. Dick’s has staying power making it one of the dividend stocks to buy and hold in the long term.The stock is down almost 15% in the year thus far. The economy is slowing down, the inflation rate is rising and people are worrying more about their investments. This, in turn, causes pressure on stocks like Dick’s Sporting Goods.The pandemic was a boon for sporting goods companies. Therefore, the company now faces tough year-over-year comparisons. However, Dick’s Sporting Goods is doing well considering the macro-economic environment.In the last four quarters, it has consistently beat analyst expectations. Yes, revenues are declining; in the latest quarter, the top line shrank by 7.49%, and EPS fell 27.57% year on year. Also, the company is projecting comps to decline between 2% and 8%versus earlier guidance of flat to down 4%. However, management deserves credit for navigating the ship in troubled waters.Besides, the company’s yearly dividend payout is a great way to shield yourself from the effects of volatility during these times. DKS has increased its dividend regularly, and its latest offering of 49 cents translates into an excellent yield.","news_type":1},"isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9038634718,"gmtCreate":1646810415184,"gmtModify":1676534165063,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038634718","repostId":"2217471255","repostType":4,"repost":{"id":"2217471255","kind":"highlight","pubTimestamp":1646784131,"share":"https://ttm.financial/m/news/2217471255?lang=&edition=fundamental","pubTime":"2022-03-09 08:02","market":"us","language":"en","title":"2 Stocks to Buy With Dividends Yielding More Than 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2217471255","media":"Motley Fool","summary":"These dividend stocks combine high yields with great stability.","content":"<html><head></head><body><p>Investors looking for great dividend stocks are having a tough time these days. Yields are low, and most of the stocks paying higher yields come with more risk, as well. Risk is usually a no-go for income investors, especially retirees. These two dividend stocks are flying under the radar with healthy yields and stable cash flows.</p><h2>Newell Brands</h2><p><b>Newell Brands</b> (NASDAQ:NWL) is a great dividend stock that&#39;s being overlooked by the market. For most income investors, stability and cash flow are the two most important characteristics that a stock can have. That&#39;s exactly where this <a href=\"https://laohu8.com/S/AONE.U\">one</a> shines.</p><p>The name Newell Brands might not be familiar to many consumers, but the company has a portfolio absolutely full of iconic brands. Newell produces a vast array of consumer and commercial products under brand names that include Rubbermaid, Oster, Sunbeam, Crock Pot, Elmer&#39;s, Expo, Sharpie, Paper Mate, Coleman, Marmot, Graco, and Yankee Candle. Newell&#39;s products are sold on six continents, with 35% of its revenue coming from international sources. Its largest customer is <b>Walmart</b> (NYSE:WMT), which only accounts for 15% of sales.</p><p>Newell is a diversified leader in consumer staples. It&#39;s unlikely that the market for its portfolio of products will change drastically in any short time frame. That creates long-term stability, and it also makes the business fairly resilient across economic cycles. It&#39;s never going to be an exciting high-growth stock, but that&#39;s not the priority for income investing.</p><p>Newell Brands also passes the tests for dividend sustainability. Last year, the company&#39;s cash distributions to shareholders were around $400 million. Newell produced roughly $600 million in free cash flow during the period. That included an abnormally large $350 million in cash spent on an inventory buildup, which the company attributed to preparation for sales growth. With a dividend payout ratio below 70%, Newell seems to generate plenty of cash to support its dividend.</p><p>It&#39;s also reasonable. The company&#39;s long-term debt-to-equity ratio is 1.2, which is completely manageable and normal for this sort of mature, diversified company. Newell reduced its financial leverage during 2021, and its net debt is down to $4.4 billion -- only $3 million of which is due in 2022. In a pinch, Newell has an additional $2 billion in liquidity available. This level of financial health suggests that the dividend won&#39;t be jeopardized if unexpected disruptions hit the business.</p><p>Newell&#39;s 3.97% dividend yield is strong in today&#39;s market. The market could be favoring Dividend Aristocrats and other blue chips that have a more consistent history of dividend growth. Newell Brands hasn&#39;t increased its quarterly distribution since 2017. It still represents a great opportunity for immediate investment income, and there&#39;s certainly potential for those dividends to grow in the next few years.</p><h2>Greif</h2><p><b>Greif</b> (NYSE:GEF) is an industrial packaging leader that makes products such as barrels, drums, corrugated boxes, bulk containers, bags, adhesives, and rolls. It also provides some packaging services, which contributes roughly 40% of the company&#39;s total revenue. Greif operates in 40 different countries all over the world, and its customers include businesses of all sizes.</p><p>Greif&#39;s product line is just about completely commoditized, so the opportunity for growth is limited. What it lacks in growth opportunities, it makes up for in stability. This is a highly diversified company that provides basic products and services that will always be demanded by manufacturing, industrial, and basic material businesses. Greif needs to contend with competitors, but it fills a market niche with extreme staying power.</p><p>Unlike Newell Brands, Grief&#39;s financial results are influenced more heavily by economic cycles. Its sales tend to be weak when its customers pull back on capital spending during recessions. However, cyclicality is a short-term issue. The long-term trend has been consistently positive.</p><p><img src=\"https://static.tigerbbs.com/0cf5a51bae2ca149e7c0659c83affa04\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GEF Revenue (TTM) data by YCharts</p><p>Greif is paying a 3% dividend yield right now, which is roughly $27 million in quarterly distributions to shareholders. The company is forecasting free cash flow around $400 million for the full year, so that should be more than enough to cover the dividend -- its payout ratio is under 30%. Greif reported a 35% increase in sales and gross margin last quarter, but earnings are expected to rise around 3% this year. There&#39;s room for the dividend to grow modestly over the next few years.</p><p>Greif&#39;s long-term debt-to-equity ratio is around 1.4. Its short-term debt is around $170 million, which is manageable, based on the company&#39;s cash and projected cash flows. That&#39;s strong enough financial health to feel confident about its dividend stability.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stocks to Buy With Dividends Yielding More Than 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks to Buy With Dividends Yielding More Than 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-09 08:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/08/2-stocks-to-buy-with-dividends-yielding-more-than/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors looking for great dividend stocks are having a tough time these days. Yields are low, and most of the stocks paying higher yields come with more risk, as well. Risk is usually a no-go for ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/08/2-stocks-to-buy-with-dividends-yielding-more-than/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GEF":"格瑞夫","BK4523":"印度概念","BK4534":"瑞士信贷持仓","BK4155":"大卖场与超市","NWL":"纽威","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","WMT":"沃尔玛","BK4126":"金属与玻璃容器","BK4532":"文艺复兴科技持仓","BK4099":"汽车制造商","BK4180":"家用器具与特殊消费品","TTM":"塔塔汽车"},"source_url":"https://www.fool.com/investing/2022/03/08/2-stocks-to-buy-with-dividends-yielding-more-than/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217471255","content_text":"Investors looking for great dividend stocks are having a tough time these days. Yields are low, and most of the stocks paying higher yields come with more risk, as well. Risk is usually a no-go for income investors, especially retirees. These two dividend stocks are flying under the radar with healthy yields and stable cash flows.Newell BrandsNewell Brands (NASDAQ:NWL) is a great dividend stock that's being overlooked by the market. For most income investors, stability and cash flow are the two most important characteristics that a stock can have. That's exactly where this one shines.The name Newell Brands might not be familiar to many consumers, but the company has a portfolio absolutely full of iconic brands. Newell produces a vast array of consumer and commercial products under brand names that include Rubbermaid, Oster, Sunbeam, Crock Pot, Elmer's, Expo, Sharpie, Paper Mate, Coleman, Marmot, Graco, and Yankee Candle. Newell's products are sold on six continents, with 35% of its revenue coming from international sources. Its largest customer is Walmart (NYSE:WMT), which only accounts for 15% of sales.Newell is a diversified leader in consumer staples. It's unlikely that the market for its portfolio of products will change drastically in any short time frame. That creates long-term stability, and it also makes the business fairly resilient across economic cycles. It's never going to be an exciting high-growth stock, but that's not the priority for income investing.Newell Brands also passes the tests for dividend sustainability. Last year, the company's cash distributions to shareholders were around $400 million. Newell produced roughly $600 million in free cash flow during the period. That included an abnormally large $350 million in cash spent on an inventory buildup, which the company attributed to preparation for sales growth. With a dividend payout ratio below 70%, Newell seems to generate plenty of cash to support its dividend.It's also reasonable. The company's long-term debt-to-equity ratio is 1.2, which is completely manageable and normal for this sort of mature, diversified company. Newell reduced its financial leverage during 2021, and its net debt is down to $4.4 billion -- only $3 million of which is due in 2022. In a pinch, Newell has an additional $2 billion in liquidity available. This level of financial health suggests that the dividend won't be jeopardized if unexpected disruptions hit the business.Newell's 3.97% dividend yield is strong in today's market. The market could be favoring Dividend Aristocrats and other blue chips that have a more consistent history of dividend growth. Newell Brands hasn't increased its quarterly distribution since 2017. It still represents a great opportunity for immediate investment income, and there's certainly potential for those dividends to grow in the next few years.GreifGreif (NYSE:GEF) is an industrial packaging leader that makes products such as barrels, drums, corrugated boxes, bulk containers, bags, adhesives, and rolls. It also provides some packaging services, which contributes roughly 40% of the company's total revenue. Greif operates in 40 different countries all over the world, and its customers include businesses of all sizes.Greif's product line is just about completely commoditized, so the opportunity for growth is limited. What it lacks in growth opportunities, it makes up for in stability. This is a highly diversified company that provides basic products and services that will always be demanded by manufacturing, industrial, and basic material businesses. Greif needs to contend with competitors, but it fills a market niche with extreme staying power.Unlike Newell Brands, Grief's financial results are influenced more heavily by economic cycles. Its sales tend to be weak when its customers pull back on capital spending during recessions. However, cyclicality is a short-term issue. The long-term trend has been consistently positive.GEF Revenue (TTM) data by YChartsGreif is paying a 3% dividend yield right now, which is roughly $27 million in quarterly distributions to shareholders. The company is forecasting free cash flow around $400 million for the full year, so that should be more than enough to cover the dividend -- its payout ratio is under 30%. Greif reported a 35% increase in sales and gross margin last quarter, but earnings are expected to rise around 3% this year. There's room for the dividend to grow modestly over the next few years.Greif's long-term debt-to-equity ratio is around 1.4. Its short-term debt is around $170 million, which is manageable, based on the company's cash and projected cash flows. That's strong enough financial health to feel confident about its dividend stability.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089574092,"gmtCreate":1650013436935,"gmtModify":1676534629317,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089574092","repostId":"1133070824","repostType":4,"repost":{"id":"1133070824","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649399100,"share":"https://ttm.financial/m/news/1133070824?lang=&edition=fundamental","pubTime":"2022-04-08 14:25","market":"us","language":"en","title":"Reminder: Holiday Trading Hours during Good Friday and Easter","url":"https://stock-news.laohu8.com/highlight/detail?id=1133070824","media":"Tiger Newspress","summary":"U.S. stock markets will be closed Friday, April 15in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financi","content":"<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</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>Reminder: Holiday Trading Hours during Good Friday and Easter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: Holiday Trading Hours during Good Friday and Easter\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\">2022-04-08 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.</p><p>The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.</p><p>The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.</p><p>U.S. commodities markets including gold and oil futures also won&#39;t be open for trading Friday.</p><p>Singapore stock markets will also close on Good Friday.</p><p>Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.</p><p>A-shares (Northbound) will be closed to April 18 from April 14.</p><p><img src=\"https://static.tigerbbs.com/8d9bbb655e7216a0c27a0cb94e0d0875\" tg-width=\"1482\" tg-height=\"1328\" width=\"100%\" height=\"auto\"/></p><p>Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133070824","content_text":"U.S. stock markets will be closed Friday, April 15 in observance of Good Friday.The New York Stock Exchange and the Nasdaq will resume normal trading hours on Monday.The Securities Industry and Financial Markets Association recommended the U.S. bond market close Friday. It also advised that the bond market shutter early on Thursday, April14 at 2 p.m. Eastern.U.S. commodities markets including gold and oil futures also won't be open for trading Friday.Singapore stock markets will also close on Good Friday.Stock markets in Europe, Hong Kong and Australia will close on Good Friday and on Monday in observance of Easter.A-shares (Northbound) will be closed to April 18 from April 14.Good Friday commemorates the crucifixion of Jesus Christ. It isn’t a federal holiday, which means businesses often stay open. Good Friday is the only time U.S. markets close for the day outside of federal holidays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903822750,"gmtCreate":1659007271370,"gmtModify":1676536242840,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Really","listText":"Really","text":"Really","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903822750","repostId":"1132613679","repostType":4,"repost":{"id":"1132613679","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1659006586,"share":"https://ttm.financial/m/news/1132613679?lang=&edition=fundamental","pubTime":"2022-07-28 19:09","market":"us","language":"en","title":"Tiger Chart | Nasdaq Was Always the Biggest Winner in 4 Fed's Rate Hikes; but Wall Streets Showed Mixed Views","url":"https://stock-news.laohu8.com/highlight/detail?id=1132613679","media":"Tiger Newspress","summary":"Looking back on 4 Fed’s rate hikes in 2022, investors might be surprised at U.S. stock markets’ dail","content":"<html><head></head><body><p>Looking back on 4 Fed’s rate hikes in 2022, investors might be surprised at U.S. stock markets’ daily performance after Powell’s meetings began, because U.S. stock indexes can rebound strongly. According to the pictures below, Nasdaq was the biggest winner, which can gain over 2% when the Fed’s meeting took place in March, May, June and July.</p><p><img src=\"https://static.tigerbbs.com/795a1cdb56c7d8e54a2cf92fe425088c\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\"/></p><p>Except for the daily performance, let’s have a brief review of Powell’s meetings in 2022</p><p><b>Powell’s Comments: From Raising Rates in March to Slowing Pace of Rate Hikes</b></p><p>In January, the Federal Reserve announced it would hold its benchmark interest rate near zero and maintain its current pace for tapering emergency asset purchases. The purchase program is slated to end in early March, opening the door for the Fed to raise the benchmark rate as early as that month.</p><p>On March 16, the Federal Reserve raised rates for the first time since 2018, by a quarter percentage point, or 25 basis points. It said in a statement that the invasion of Ukraine by Russia is causing tremendous human and economic hardship, the implications for the U.S. economy are highly uncertain, but in the near term the invasion and related events are likely to create additional upward pressure on inflation and weigh on economic activity. The Fed added that it anticipates that ongoing increases in the 0.25% to 0.5% target range will be appropriate.</p><p>In May, the Federal Reserve raised interest rates Wednesday by half a percentage point and scaled back other pandemic-era economic supports, strengthening its efforts to fight the highest inflation in 40 years and vowing to keep up the pressure as Americans continue to struggle. Except for inflation, Powell added that additional interest rate hikes as high as 0.5 percentage points are “on the table” in the coming months but said policymakers had not seriously discussed even sharper hikes.</p><p>In June, the Federal Reserve raised its benchmark interest rate by 75-basis points for the first time since 1994. Powell said another 75 basis-point hike, or a 50 basis-point move, was likely at the next meeting of policy makers. They estimated interest rates would rise even further this year, to 3.4% by December and 3.8% by the end of 2023. That was a big upgrade from the 1.9% and 2.8% that they penciled in for their March projections.</p><p>Yesterday, it enacted its second consecutive 0.75 percentage point interest rate increase. Powell said the Fed could hike by 0.75 percentage point again in September, but that it would be dependent on the data. He added, “As the stance of monetary policy tightens further, it likely will become appropriate to slow the pace of increases.”</p><p>So how did Wall Street think of the latest meeting? As a whole, they had mixed views, Allianz remained optimistic about slowing the pace of increases while Morgan Stanley stayed pessimistic about the fear of economic recession.</p><p><b>Wall Street’s Mixed Views About the Latest Meeting</b></p><p>“With inflation rising again in June, a 75 basis point hike was certainly warranted, and the Fed has done it,” said Charlie Ripley, senior investment strategist at Allianz Investment Management. “That said, recent economic data is introducing a greater degree of uncertainty around the path of policy as we go from here.”</p><p>Art Hogan, chief market strategist at B. Riley Wealth said, “First and foremost, the market got very much what they expected in terms of the rate hike, that’s a sigh of relief. The second is, that Jerome Powell and the FOMC are really walking away from forwarding guidance. That’s something that he wanted to do for a year and now it appears as though they’re not going to stick their neck out and try to let us know the order of magnitude of the next rate hike. As a matter of fact, he leaned into the fact that, at some point in time, the size of the rate increases likely would go down -- that comment in and of itself felt like the money ball.”</p><p>However, Morgan Stanley analyst Mike Wilson said Wall Street’s excitement over the idea that interest rate hikes may slow sooner than expected is premature and problematic.“The market always rallies once the Fed stops hiking until the recession begins. …it’s unlikely there’s going to be much of a gap this time between the end of the Fed hiking campaign and the recession,″ he said. “Ultimately, this will be a trap.”</p><p>Jimmy Chang, chief investment officer at Rockefeller Global Family Office said, “The only messaging here, if there’s any slight pivot, is that they open with the line, recent indicators of spending and productions have softened. So it’s kind of acknowledging they’re seeing some softness, but they quickly follow that with nonetheless job gains have been robust. So again, to me, that’s the message that what they’re focused on is the job market. That the job market really has to deteriorate materially for them to pivot.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Chart | Nasdaq Was Always the Biggest Winner in 4 Fed's Rate Hikes; but Wall Streets Showed Mixed Views</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\">\nTiger Chart | Nasdaq Was Always the Biggest Winner in 4 Fed's Rate Hikes; but Wall Streets Showed Mixed Views\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-28 19:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Looking back on 4 Fed’s rate hikes in 2022, investors might be surprised at U.S. stock markets’ daily performance after Powell’s meetings began, because U.S. stock indexes can rebound strongly. According to the pictures below, Nasdaq was the biggest winner, which can gain over 2% when the Fed’s meeting took place in March, May, June and July.</p><p><img src=\"https://static.tigerbbs.com/795a1cdb56c7d8e54a2cf92fe425088c\" tg-width=\"1500\" tg-height=\"1700\" referrerpolicy=\"no-referrer\"/></p><p>Except for the daily performance, let’s have a brief review of Powell’s meetings in 2022</p><p><b>Powell’s Comments: From Raising Rates in March to Slowing Pace of Rate Hikes</b></p><p>In January, the Federal Reserve announced it would hold its benchmark interest rate near zero and maintain its current pace for tapering emergency asset purchases. The purchase program is slated to end in early March, opening the door for the Fed to raise the benchmark rate as early as that month.</p><p>On March 16, the Federal Reserve raised rates for the first time since 2018, by a quarter percentage point, or 25 basis points. It said in a statement that the invasion of Ukraine by Russia is causing tremendous human and economic hardship, the implications for the U.S. economy are highly uncertain, but in the near term the invasion and related events are likely to create additional upward pressure on inflation and weigh on economic activity. The Fed added that it anticipates that ongoing increases in the 0.25% to 0.5% target range will be appropriate.</p><p>In May, the Federal Reserve raised interest rates Wednesday by half a percentage point and scaled back other pandemic-era economic supports, strengthening its efforts to fight the highest inflation in 40 years and vowing to keep up the pressure as Americans continue to struggle. Except for inflation, Powell added that additional interest rate hikes as high as 0.5 percentage points are “on the table” in the coming months but said policymakers had not seriously discussed even sharper hikes.</p><p>In June, the Federal Reserve raised its benchmark interest rate by 75-basis points for the first time since 1994. Powell said another 75 basis-point hike, or a 50 basis-point move, was likely at the next meeting of policy makers. They estimated interest rates would rise even further this year, to 3.4% by December and 3.8% by the end of 2023. That was a big upgrade from the 1.9% and 2.8% that they penciled in for their March projections.</p><p>Yesterday, it enacted its second consecutive 0.75 percentage point interest rate increase. Powell said the Fed could hike by 0.75 percentage point again in September, but that it would be dependent on the data. He added, “As the stance of monetary policy tightens further, it likely will become appropriate to slow the pace of increases.”</p><p>So how did Wall Street think of the latest meeting? As a whole, they had mixed views, Allianz remained optimistic about slowing the pace of increases while Morgan Stanley stayed pessimistic about the fear of economic recession.</p><p><b>Wall Street’s Mixed Views About the Latest Meeting</b></p><p>“With inflation rising again in June, a 75 basis point hike was certainly warranted, and the Fed has done it,” said Charlie Ripley, senior investment strategist at Allianz Investment Management. “That said, recent economic data is introducing a greater degree of uncertainty around the path of policy as we go from here.”</p><p>Art Hogan, chief market strategist at B. Riley Wealth said, “First and foremost, the market got very much what they expected in terms of the rate hike, that’s a sigh of relief. The second is, that Jerome Powell and the FOMC are really walking away from forwarding guidance. That’s something that he wanted to do for a year and now it appears as though they’re not going to stick their neck out and try to let us know the order of magnitude of the next rate hike. As a matter of fact, he leaned into the fact that, at some point in time, the size of the rate increases likely would go down -- that comment in and of itself felt like the money ball.”</p><p>However, Morgan Stanley analyst Mike Wilson said Wall Street’s excitement over the idea that interest rate hikes may slow sooner than expected is premature and problematic.“The market always rallies once the Fed stops hiking until the recession begins. …it’s unlikely there’s going to be much of a gap this time between the end of the Fed hiking campaign and the recession,″ he said. “Ultimately, this will be a trap.”</p><p>Jimmy Chang, chief investment officer at Rockefeller Global Family Office said, “The only messaging here, if there’s any slight pivot, is that they open with the line, recent indicators of spending and productions have softened. So it’s kind of acknowledging they’re seeing some softness, but they quickly follow that with nonetheless job gains have been robust. So again, to me, that’s the message that what they’re focused on is the job market. That the job market really has to deteriorate materially for them to pivot.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132613679","content_text":"Looking back on 4 Fed’s rate hikes in 2022, investors might be surprised at U.S. stock markets’ daily performance after Powell’s meetings began, because U.S. stock indexes can rebound strongly. According to the pictures below, Nasdaq was the biggest winner, which can gain over 2% when the Fed’s meeting took place in March, May, June and July.Except for the daily performance, let’s have a brief review of Powell’s meetings in 2022Powell’s Comments: From Raising Rates in March to Slowing Pace of Rate HikesIn January, the Federal Reserve announced it would hold its benchmark interest rate near zero and maintain its current pace for tapering emergency asset purchases. The purchase program is slated to end in early March, opening the door for the Fed to raise the benchmark rate as early as that month.On March 16, the Federal Reserve raised rates for the first time since 2018, by a quarter percentage point, or 25 basis points. It said in a statement that the invasion of Ukraine by Russia is causing tremendous human and economic hardship, the implications for the U.S. economy are highly uncertain, but in the near term the invasion and related events are likely to create additional upward pressure on inflation and weigh on economic activity. The Fed added that it anticipates that ongoing increases in the 0.25% to 0.5% target range will be appropriate.In May, the Federal Reserve raised interest rates Wednesday by half a percentage point and scaled back other pandemic-era economic supports, strengthening its efforts to fight the highest inflation in 40 years and vowing to keep up the pressure as Americans continue to struggle. Except for inflation, Powell added that additional interest rate hikes as high as 0.5 percentage points are “on the table” in the coming months but said policymakers had not seriously discussed even sharper hikes.In June, the Federal Reserve raised its benchmark interest rate by 75-basis points for the first time since 1994. Powell said another 75 basis-point hike, or a 50 basis-point move, was likely at the next meeting of policy makers. They estimated interest rates would rise even further this year, to 3.4% by December and 3.8% by the end of 2023. That was a big upgrade from the 1.9% and 2.8% that they penciled in for their March projections.Yesterday, it enacted its second consecutive 0.75 percentage point interest rate increase. Powell said the Fed could hike by 0.75 percentage point again in September, but that it would be dependent on the data. He added, “As the stance of monetary policy tightens further, it likely will become appropriate to slow the pace of increases.”So how did Wall Street think of the latest meeting? As a whole, they had mixed views, Allianz remained optimistic about slowing the pace of increases while Morgan Stanley stayed pessimistic about the fear of economic recession.Wall Street’s Mixed Views About the Latest Meeting“With inflation rising again in June, a 75 basis point hike was certainly warranted, and the Fed has done it,” said Charlie Ripley, senior investment strategist at Allianz Investment Management. “That said, recent economic data is introducing a greater degree of uncertainty around the path of policy as we go from here.”Art Hogan, chief market strategist at B. Riley Wealth said, “First and foremost, the market got very much what they expected in terms of the rate hike, that’s a sigh of relief. The second is, that Jerome Powell and the FOMC are really walking away from forwarding guidance. That’s something that he wanted to do for a year and now it appears as though they’re not going to stick their neck out and try to let us know the order of magnitude of the next rate hike. As a matter of fact, he leaned into the fact that, at some point in time, the size of the rate increases likely would go down -- that comment in and of itself felt like the money ball.”However, Morgan Stanley analyst Mike Wilson said Wall Street’s excitement over the idea that interest rate hikes may slow sooner than expected is premature and problematic.“The market always rallies once the Fed stops hiking until the recession begins. …it’s unlikely there’s going to be much of a gap this time between the end of the Fed hiking campaign and the recession,″ he said. “Ultimately, this will be a trap.”Jimmy Chang, chief investment officer at Rockefeller Global Family Office said, “The only messaging here, if there’s any slight pivot, is that they open with the line, recent indicators of spending and productions have softened. So it’s kind of acknowledging they’re seeing some softness, but they quickly follow that with nonetheless job gains have been robust. So again, to me, that’s the message that what they’re focused on is the job market. That the job market really has to deteriorate materially for them to pivot.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097454834,"gmtCreate":1645540778446,"gmtModify":1676534037497,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Oright","listText":"Oright","text":"Oright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097454834","repostId":"1101814218","repostType":4,"repost":{"id":"1101814218","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645540367,"share":"https://ttm.financial/m/news/1101814218?lang=&edition=fundamental","pubTime":"2022-02-22 22:32","market":"us","language":"en","title":"U.S. Stocks Fall as Wall Street Assesses Rising Tensions between Russia and Ukraine","url":"https://stock-news.laohu8.com/highlight/detail?id=1101814218","media":"Tiger Newspress","summary":"The major averages dipped on Tuesday as traders continue to monitor brewing tensions between Russia ","content":"<html><head></head><body><p>The major averages dipped on Tuesday as traders continue to monitor brewing tensions between Russia and Ukraine.</p><p>The Dow Jones Industrial Average dropped 90 points or 0.25%. The S&amp;P 500 was off just 0.15%, and the Nasdaq Composite slipped by 0.45%. The U.S. stock market was closed Monday due to the President’s Day holiday.</p><p>Oil prices rose, with West Texas Intermediate futures jumping 4.5% to $95.19 per barrel. Energy stocks jumped in premarket trading with Exxon Mobil rising 1.8% and ConocoPhillips adding 2.8%.</p><p>Russian President Vladimir Putin said Monday that he would recognize the independence of two breakaway regions in Ukraine, potentially undercutting peace talks with President Joe Biden. That announcement was followed by news that Biden was set to order sanctions on separatist regions of Ukraine, with the European Union vowing to take additional measures.</p><p>Putin later ordered forces into the two breakaway regions.</p><p>U.K. Health Minister Sajid Javid said Tuesday that “the invasion of Ukraine has begun.” U.S. President Joe Biden has not yet used the word “invasion” to describe the current activity. The nation has also started targeted economic sanctions against five Russian banks and three wealthy individuals.</p><p>The news came after the White House said Sunday that Biden has accepted “in principle”to meet with Putin in yet another effort to deescalate the Russia-Ukraine situation via diplomacy. White House press secretary Jen Psaki said the summit between the two leaders would occur after a meeting between Secretary of State Antony Blinken and his Russian counterpart Sergey Lavrov.</p><p>The Russia-Ukraine conflict has put pressure on market sentiment recently, with the major averages posting back-to-back weekly losses. The Dow fell 1.9% last week, and the S&amp;P 500 and Nasdaq Composite slid 1.6% and 1.8%, respectively.</p><p>“While Monday’s episode will have important implications for Russia’s political relations with foreign partners, a significant market event is likely avoided for the time being, but the trajectory in the coming weeks will be important to monitor from a rising market risk perspective,” said Ed Mills of Raymond James.</p><p>In early earnings action,Home Depotreported quarterlyprofit of $3.21 a share, three cents better than estimates, and said it sees earnings and revenue growth this year. Shares rose 1.4% in premarket trading.</p><p>Macy’spopped more than 7% in premarket trading after beating on the top and bottom lines of its quarterly results. Macy’s also authorized a new $2 billion share buyback program and announced a 5% dividend increase</p><p>In deal news,Houghton Mifflin Harcourtshares surged 14.4% after the company said it would be taken private by Veritas Capital in a deal worth $21 a share, representing a nearly 16% premium from Friday’s close. The deal is expected to be completed in the second quarter.</p><p>Traders are also keeping an eye on the Federal Reserve, as the U.S. central bank is expected to raise rates multiple times starting next month. Traders are betting that there is a 100% chance of a Fed rate hike after the March 15-16 meeting, with expectations tilting toward a 0.25 percentage point move,according to the CME Group’s FedWatch tool.</p><p>Expectations of tighter monetary policy have put pressure on stocks, particularly those in rate-sensitive sectors like tech, and have sent Treasury yield sharply higher to start 2022. The benchmark 10-year Treasury yield ended last week around 1.93% after briefly breaking above 2%. The 10-year began 2022 trading at around 1.51%.</p><p>“All eyes are on the Fed,” Strategas investment strategist Ryan Grabinski wrote in a note released Friday evening. “As of today, the market is expecting the Fed to raise interest rates at nearly every meeting this year. Despite that, we left Monetary Policy as Favorable for now because the Fed is continuing to purchase Treasuries (an accommodative policy action).”</p><p>Meanwhile, Wall Street is preparing for the tail-end of the corporate earnings season, with Home Depot and eBay among the companies set to report this week. It has been a solid earnings season thus far: Of the more than 400 S&amp;P 500 companies that have posted fourth-quarter earnings, 77.7% have beaten analyst expectations, according to FactSet.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Fall as Wall Street Assesses Rising Tensions between Russia and Ukraine</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Fall as Wall Street Assesses Rising Tensions between Russia and Ukraine\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\">2022-02-22 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The major averages dipped on Tuesday as traders continue to monitor brewing tensions between Russia and Ukraine.</p><p>The Dow Jones Industrial Average dropped 90 points or 0.25%. The S&amp;P 500 was off just 0.15%, and the Nasdaq Composite slipped by 0.45%. The U.S. stock market was closed Monday due to the President’s Day holiday.</p><p>Oil prices rose, with West Texas Intermediate futures jumping 4.5% to $95.19 per barrel. Energy stocks jumped in premarket trading with Exxon Mobil rising 1.8% and ConocoPhillips adding 2.8%.</p><p>Russian President Vladimir Putin said Monday that he would recognize the independence of two breakaway regions in Ukraine, potentially undercutting peace talks with President Joe Biden. That announcement was followed by news that Biden was set to order sanctions on separatist regions of Ukraine, with the European Union vowing to take additional measures.</p><p>Putin later ordered forces into the two breakaway regions.</p><p>U.K. Health Minister Sajid Javid said Tuesday that “the invasion of Ukraine has begun.” U.S. President Joe Biden has not yet used the word “invasion” to describe the current activity. The nation has also started targeted economic sanctions against five Russian banks and three wealthy individuals.</p><p>The news came after the White House said Sunday that Biden has accepted “in principle”to meet with Putin in yet another effort to deescalate the Russia-Ukraine situation via diplomacy. White House press secretary Jen Psaki said the summit between the two leaders would occur after a meeting between Secretary of State Antony Blinken and his Russian counterpart Sergey Lavrov.</p><p>The Russia-Ukraine conflict has put pressure on market sentiment recently, with the major averages posting back-to-back weekly losses. The Dow fell 1.9% last week, and the S&amp;P 500 and Nasdaq Composite slid 1.6% and 1.8%, respectively.</p><p>“While Monday’s episode will have important implications for Russia’s political relations with foreign partners, a significant market event is likely avoided for the time being, but the trajectory in the coming weeks will be important to monitor from a rising market risk perspective,” said Ed Mills of Raymond James.</p><p>In early earnings action,Home Depotreported quarterlyprofit of $3.21 a share, three cents better than estimates, and said it sees earnings and revenue growth this year. Shares rose 1.4% in premarket trading.</p><p>Macy’spopped more than 7% in premarket trading after beating on the top and bottom lines of its quarterly results. Macy’s also authorized a new $2 billion share buyback program and announced a 5% dividend increase</p><p>In deal news,Houghton Mifflin Harcourtshares surged 14.4% after the company said it would be taken private by Veritas Capital in a deal worth $21 a share, representing a nearly 16% premium from Friday’s close. The deal is expected to be completed in the second quarter.</p><p>Traders are also keeping an eye on the Federal Reserve, as the U.S. central bank is expected to raise rates multiple times starting next month. Traders are betting that there is a 100% chance of a Fed rate hike after the March 15-16 meeting, with expectations tilting toward a 0.25 percentage point move,according to the CME Group’s FedWatch tool.</p><p>Expectations of tighter monetary policy have put pressure on stocks, particularly those in rate-sensitive sectors like tech, and have sent Treasury yield sharply higher to start 2022. The benchmark 10-year Treasury yield ended last week around 1.93% after briefly breaking above 2%. The 10-year began 2022 trading at around 1.51%.</p><p>“All eyes are on the Fed,” Strategas investment strategist Ryan Grabinski wrote in a note released Friday evening. “As of today, the market is expecting the Fed to raise interest rates at nearly every meeting this year. Despite that, we left Monetary Policy as Favorable for now because the Fed is continuing to purchase Treasuries (an accommodative policy action).”</p><p>Meanwhile, Wall Street is preparing for the tail-end of the corporate earnings season, with Home Depot and eBay among the companies set to report this week. It has been a solid earnings season thus far: Of the more than 400 S&amp;P 500 companies that have posted fourth-quarter earnings, 77.7% have beaten analyst expectations, according to FactSet.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101814218","content_text":"The major averages dipped on Tuesday as traders continue to monitor brewing tensions between Russia and Ukraine.The Dow Jones Industrial Average dropped 90 points or 0.25%. The S&P 500 was off just 0.15%, and the Nasdaq Composite slipped by 0.45%. The U.S. stock market was closed Monday due to the President’s Day holiday.Oil prices rose, with West Texas Intermediate futures jumping 4.5% to $95.19 per barrel. Energy stocks jumped in premarket trading with Exxon Mobil rising 1.8% and ConocoPhillips adding 2.8%.Russian President Vladimir Putin said Monday that he would recognize the independence of two breakaway regions in Ukraine, potentially undercutting peace talks with President Joe Biden. That announcement was followed by news that Biden was set to order sanctions on separatist regions of Ukraine, with the European Union vowing to take additional measures.Putin later ordered forces into the two breakaway regions.U.K. Health Minister Sajid Javid said Tuesday that “the invasion of Ukraine has begun.” U.S. President Joe Biden has not yet used the word “invasion” to describe the current activity. The nation has also started targeted economic sanctions against five Russian banks and three wealthy individuals.The news came after the White House said Sunday that Biden has accepted “in principle”to meet with Putin in yet another effort to deescalate the Russia-Ukraine situation via diplomacy. White House press secretary Jen Psaki said the summit between the two leaders would occur after a meeting between Secretary of State Antony Blinken and his Russian counterpart Sergey Lavrov.The Russia-Ukraine conflict has put pressure on market sentiment recently, with the major averages posting back-to-back weekly losses. The Dow fell 1.9% last week, and the S&P 500 and Nasdaq Composite slid 1.6% and 1.8%, respectively.“While Monday’s episode will have important implications for Russia’s political relations with foreign partners, a significant market event is likely avoided for the time being, but the trajectory in the coming weeks will be important to monitor from a rising market risk perspective,” said Ed Mills of Raymond James.In early earnings action,Home Depotreported quarterlyprofit of $3.21 a share, three cents better than estimates, and said it sees earnings and revenue growth this year. Shares rose 1.4% in premarket trading.Macy’spopped more than 7% in premarket trading after beating on the top and bottom lines of its quarterly results. Macy’s also authorized a new $2 billion share buyback program and announced a 5% dividend increaseIn deal news,Houghton Mifflin Harcourtshares surged 14.4% after the company said it would be taken private by Veritas Capital in a deal worth $21 a share, representing a nearly 16% premium from Friday’s close. The deal is expected to be completed in the second quarter.Traders are also keeping an eye on the Federal Reserve, as the U.S. central bank is expected to raise rates multiple times starting next month. Traders are betting that there is a 100% chance of a Fed rate hike after the March 15-16 meeting, with expectations tilting toward a 0.25 percentage point move,according to the CME Group’s FedWatch tool.Expectations of tighter monetary policy have put pressure on stocks, particularly those in rate-sensitive sectors like tech, and have sent Treasury yield sharply higher to start 2022. The benchmark 10-year Treasury yield ended last week around 1.93% after briefly breaking above 2%. The 10-year began 2022 trading at around 1.51%.“All eyes are on the Fed,” Strategas investment strategist Ryan Grabinski wrote in a note released Friday evening. “As of today, the market is expecting the Fed to raise interest rates at nearly every meeting this year. Despite that, we left Monetary Policy as Favorable for now because the Fed is continuing to purchase Treasuries (an accommodative policy action).”Meanwhile, Wall Street is preparing for the tail-end of the corporate earnings season, with Home Depot and eBay among the companies set to report this week. It has been a solid earnings season thus far: Of the more than 400 S&P 500 companies that have posted fourth-quarter earnings, 77.7% have beaten analyst expectations, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050660609,"gmtCreate":1654183536201,"gmtModify":1676535408594,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"No comments","listText":"No comments","text":"No comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050660609","repostId":"2240258916","repostType":4,"repost":{"id":"2240258916","kind":"highlight","pubTimestamp":1654181937,"share":"https://ttm.financial/m/news/2240258916?lang=&edition=fundamental","pubTime":"2022-06-02 22:58","market":"us","language":"en","title":"Down 80% From Their Highs, Are These 2 Pandemic Darlings Bargain Buys?","url":"https://stock-news.laohu8.com/highlight/detail?id=2240258916","media":"Motley Fool","summary":"Should you buy these incredibly steep dips?","content":"<html><head></head><body><p>Fears about the pandemic are subsiding. As a result, many stocks that did well during that period have been crashing heavily. Some businesses did well due to stay-at-home orders and a surge in online shopping. However, now that there&#39;s been a return to normal, investors are less willing to pay a premium for those stocks.</p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> examples of that trend are <b>Novavax </b>(NVAX -4.04%) and<b> Shopify </b>(SHOP 5.17%). Novavax went from a relatively unknown stock to a popular COVID-19 vaccine maker that investors saw as having great potential. Shopify, meanwhile, hit record-breaking numbers that boosted it&#39;s already strong growth numbers.</p><p>Today, however, their share prices are both down some 80% from their 52-week highs. Are these stocks deals at their current prices?</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F682315%2Fdoctor-putting-a-needle-in-a-patient_Wkdg44X.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"472\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Novavax</h2><p>Novavax didn&#39;t have any products authorized for use before the pandemic. In 2019, its revenue totaled just $18.7 million from grants and royalties alone. As the company began working on a COVID-19 vaccine, those figures jumped significantly.</p><p>In 2020, revenue skyrocketed to $475.6 million -- and to $1.1 billion in 2021. In Novavax&#39;s most recent quarter for the three-month period ended March 31, the company finally began reporting sales from its COVID-19 vaccine, NVX-CoV2373. Sales of $585.6 million made up the bulk of the company&#39;s top line, which totaled $704 million.</p><p>However, the vaccine hasn&#39;t yet obtained approval from the Food and Drug Administration. The revenue it&#39;s generating today comes from other countries that have approved the vaccine.</p><p>A lack of approval in the U.S. has generated some bearishness in the stock, with investors doubtful whether the vaccine will get approved. And even if it does, there may be limited potential for it to generate revenue with vaccination rates high and the economy looking to return to normal. Demand simply may not be as strong as it was during the omicron surge earlier this year.</p><p>Shares of Novavax have fallen 61% this year, which is far steeper than the <b>S&amp;P 500</b>&#39;s 13% decline. Although the healthcare stock is now 85% away from its 52-week high, it&#39;s still not an overwhelming buy. That&#39;s because there&#39;s likely to be a sharp drop-off in vaccine-related revenue beyond this year as demand wanes.</p><p>The company has products that are in phase 3 trials that could make up for the loss in revenue, including its vaccine for respiratory syncytial virus ResVax, which could hit $2 billion in sales at its peak. But it still hasn&#39;t crossed the finish line, and there isn&#39;t any guarantee it will.</p><p>While Novavax isn&#39;t a no-brainer buy, it&#39;s still far-less riskier than other biotech stocks as it has $1.6 billion in cash and cash equivalents on its books. That helps buy it some time to develop products. If you&#39;re OK with taking on some risk, Novavax could be a worthwhile investment at its more modest valuation.</p><h2>2. Shopify</h2><p>Shopify&#39;s growth rate in 2020 exploded. The company, which gives anyone the opportunity to easily setup an online store and sell their goods online, reported sales of $2.9 billion that year. That was a massive 86% increase in revenue compared to 2019. Previously, its growth rate was slower with 2019&#39;s sales of $1.6 billion rising at a more modest rate of 47%. Even this past year, revenue totaled $4.6 billion and still grew at a higher rate of 57%.</p><p>The company&#39;s management announced earlier this year that its growth rate will be lower in 2022, which led to a sell-off in the stock&#39;s price. However, the reality is that it wasn&#39;t likely for Shopify to continue growing at these high rates after amassing such impressive gains over the past two years due to lockdowns and more people buying online.</p><p>Down 73% in 2022, the stock has effectively given back all the gains it generated during the past two years. It&#39;s now trading around where it was in March 2020, when the World Health Organization officially declared it a pandemic.</p><p>Shopify&#39;s first-quarter results this year weren&#39;t great with the company growing at a rate of just 22% for the period ended March 31. The earnings report definitely spooked some investors, especially with the company posting a mammoth $1.5 billion loss during the period. However, Shopify&#39;s still a stock that can rebound from recent results in the long run because online shopping will continue to grow, regardless of what happens in the short term.</p><p>Down close to 80% from its 52-week high, Shopify could be a bargain of a buy right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 80% From Their Highs, Are These 2 Pandemic Darlings Bargain 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\">\nDown 80% From Their Highs, Are These 2 Pandemic Darlings Bargain Buys?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-02 22:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/02/down-80-from-their-highs-are-these-2-pandemic-darl/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fears about the pandemic are subsiding. As a result, many stocks that did well during that period have been crashing heavily. Some businesses did well due to stay-at-home orders and a surge in online ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/02/down-80-from-their-highs-are-these-2-pandemic-darl/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","NVAX":"诺瓦瓦克斯医药","BK4535":"淡马锡持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4566":"资本集团","BNTX":"BioNTech SE","BK4139":"生物科技","BK4116":"互联网服务与基础架构","BK4528":"SaaS概念","BK4568":"美国抗疫概念","BK4532":"文艺复兴科技持仓","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/06/02/down-80-from-their-highs-are-these-2-pandemic-darl/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240258916","content_text":"Fears about the pandemic are subsiding. As a result, many stocks that did well during that period have been crashing heavily. Some businesses did well due to stay-at-home orders and a surge in online shopping. However, now that there's been a return to normal, investors are less willing to pay a premium for those stocks.Two examples of that trend are Novavax (NVAX -4.04%) and Shopify (SHOP 5.17%). Novavax went from a relatively unknown stock to a popular COVID-19 vaccine maker that investors saw as having great potential. Shopify, meanwhile, hit record-breaking numbers that boosted it's already strong growth numbers.Today, however, their share prices are both down some 80% from their 52-week highs. Are these stocks deals at their current prices?Image source: Getty Images.1. NovavaxNovavax didn't have any products authorized for use before the pandemic. In 2019, its revenue totaled just $18.7 million from grants and royalties alone. As the company began working on a COVID-19 vaccine, those figures jumped significantly.In 2020, revenue skyrocketed to $475.6 million -- and to $1.1 billion in 2021. In Novavax's most recent quarter for the three-month period ended March 31, the company finally began reporting sales from its COVID-19 vaccine, NVX-CoV2373. Sales of $585.6 million made up the bulk of the company's top line, which totaled $704 million.However, the vaccine hasn't yet obtained approval from the Food and Drug Administration. The revenue it's generating today comes from other countries that have approved the vaccine.A lack of approval in the U.S. has generated some bearishness in the stock, with investors doubtful whether the vaccine will get approved. And even if it does, there may be limited potential for it to generate revenue with vaccination rates high and the economy looking to return to normal. Demand simply may not be as strong as it was during the omicron surge earlier this year.Shares of Novavax have fallen 61% this year, which is far steeper than the S&P 500's 13% decline. Although the healthcare stock is now 85% away from its 52-week high, it's still not an overwhelming buy. That's because there's likely to be a sharp drop-off in vaccine-related revenue beyond this year as demand wanes.The company has products that are in phase 3 trials that could make up for the loss in revenue, including its vaccine for respiratory syncytial virus ResVax, which could hit $2 billion in sales at its peak. But it still hasn't crossed the finish line, and there isn't any guarantee it will.While Novavax isn't a no-brainer buy, it's still far-less riskier than other biotech stocks as it has $1.6 billion in cash and cash equivalents on its books. That helps buy it some time to develop products. If you're OK with taking on some risk, Novavax could be a worthwhile investment at its more modest valuation.2. ShopifyShopify's growth rate in 2020 exploded. The company, which gives anyone the opportunity to easily setup an online store and sell their goods online, reported sales of $2.9 billion that year. That was a massive 86% increase in revenue compared to 2019. Previously, its growth rate was slower with 2019's sales of $1.6 billion rising at a more modest rate of 47%. Even this past year, revenue totaled $4.6 billion and still grew at a higher rate of 57%.The company's management announced earlier this year that its growth rate will be lower in 2022, which led to a sell-off in the stock's price. However, the reality is that it wasn't likely for Shopify to continue growing at these high rates after amassing such impressive gains over the past two years due to lockdowns and more people buying online.Down 73% in 2022, the stock has effectively given back all the gains it generated during the past two years. It's now trading around where it was in March 2020, when the World Health Organization officially declared it a pandemic.Shopify's first-quarter results this year weren't great with the company growing at a rate of just 22% for the period ended March 31. The earnings report definitely spooked some investors, especially with the company posting a mammoth $1.5 billion loss during the period. However, Shopify's still a stock that can rebound from recent results in the long run because online shopping will continue to grow, regardless of what happens in the short term.Down close to 80% from its 52-week high, Shopify could be a bargain of a buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037186042,"gmtCreate":1648049681836,"gmtModify":1676534297663,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037186042","repostId":"2221037062","repostType":4,"repost":{"id":"2221037062","kind":"highlight","pubTimestamp":1648049400,"share":"https://ttm.financial/m/news/2221037062?lang=&edition=fundamental","pubTime":"2022-03-23 23:30","market":"us","language":"en","title":"Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2221037062","media":"Motley Fool","summary":"There are always stocks to buy if you're Ark Invest's ace stock picker.","content":"<html><head></head><body><p>Cathie Wood did an interesting thing last week as stocks were rallying. The CEO, co-founder, and ace stock picker for the Ark Invest family of exchange-traded funds (<a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s) stood pat on her buying urges. She lightened a few positions last week, but she failed to execute a buy order in any of the final three trading days of last week.</p><p>The streak ended on Monday. <b>Shopify</b>, <b>Twilio</b>, and <b>Adaptive Biotechnologies</b> are the three stocks that Ark Invest bought. What does Wood see in these three fast-growing companies? Let&#39;s take a closer look.</p><h2>Shopify</h2><p>It&#39;s been a rough few months for Shopify investors. The fast-growing e-commerce specialist has seen its stock plunge more than 60% since peaking in November. Shopify stock came back to life with last week&#39;s market rally in growth stocks, but a 12% slide on Monday to kick off this new trading week shows that shareholders are still looking to take profits following sharp upticks.</p><p>Revenue growth is slowing at Shopify. Its top line surged 86% in 2020, slowing to a 57% pace in 2021. Growth has decelerated sharply the last three quarters. Shopify itself was vague about its guidance, but analysts are holding out for a 31% increase in 2022. Shopify continues to stand out for its ability to arm merchants of all sizes with the tools to establish an online presence that plays nice with most popular e-commerce and social media platforms.</p><h2>Twilio</h2><p>There is a lot to like about Twilio, the undisputed leader of in-app communication solutions. Twilio&#39;s cloud-based tools help many of the most popular apps be more effective by providing two-way communication with users -- for everything from service notifications to verification -- without having to leave an app.</p><p>It&#39;s growing briskly. Revenue rose 61% in 2021, including a 54% year-over-year uptick for its latest quarter. Acquisitions have helped pad Twilio&#39;s growth over the years. Organic revenue rose a more modest 44% clip last year if you back out the bump in political election season revenue from late 2020, but the appeal of the platform remains strong. Retention rates are still healthy, and Twilio continues to successfully expand its offerings.</p><h2>Adaptive Biotechnologies</h2><p>It&#39;s been a rough year for Adaptive Biotechnologies. Its CFO resigned in January, and earlier this month the biotech upstart announced that it would be laying off 12% of its staff. The reorganization is part of Adaptive narrowing the focus of its immune system genetic sequencing technology to key in on minimal residual disease and immune medicine.</p><p>The stock has been cut by more than half so far in 2022, and it&#39;s down 82% since peaking 14 months ago. The technology is promising, and Adaptive Biotechnologies is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the stocks that Wood was buying earlier last week before she took a three-day break from purchases. Analysts don&#39;t see the company turning a profit for several more years, but that&#39;s not necessarily a deal breaker for biotech stocks as long as they have the liquidity in place to hold out for a medical breakthrough.</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>Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/22/cathie-wood-goes-bargain-hunting-3-stocks-she-just/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood did an interesting thing last week as stocks were rallying. The CEO, co-founder, and ace stock picker for the Ark Invest family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETF|...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/22/cathie-wood-goes-bargain-hunting-3-stocks-she-just/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","ADPT":"Adaptive Biotechnologies Corp","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2022/03/22/cathie-wood-goes-bargain-hunting-3-stocks-she-just/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221037062","content_text":"Cathie Wood did an interesting thing last week as stocks were rallying. The CEO, co-founder, and ace stock picker for the Ark Invest family of exchange-traded funds (Pacer Swan SOS Fund of Funds ETF|ETFs) stood pat on her buying urges. She lightened a few positions last week, but she failed to execute a buy order in any of the final three trading days of last week.The streak ended on Monday. Shopify, Twilio, and Adaptive Biotechnologies are the three stocks that Ark Invest bought. What does Wood see in these three fast-growing companies? Let's take a closer look.ShopifyIt's been a rough few months for Shopify investors. The fast-growing e-commerce specialist has seen its stock plunge more than 60% since peaking in November. Shopify stock came back to life with last week's market rally in growth stocks, but a 12% slide on Monday to kick off this new trading week shows that shareholders are still looking to take profits following sharp upticks.Revenue growth is slowing at Shopify. Its top line surged 86% in 2020, slowing to a 57% pace in 2021. Growth has decelerated sharply the last three quarters. Shopify itself was vague about its guidance, but analysts are holding out for a 31% increase in 2022. Shopify continues to stand out for its ability to arm merchants of all sizes with the tools to establish an online presence that plays nice with most popular e-commerce and social media platforms.TwilioThere is a lot to like about Twilio, the undisputed leader of in-app communication solutions. Twilio's cloud-based tools help many of the most popular apps be more effective by providing two-way communication with users -- for everything from service notifications to verification -- without having to leave an app.It's growing briskly. Revenue rose 61% in 2021, including a 54% year-over-year uptick for its latest quarter. Acquisitions have helped pad Twilio's growth over the years. Organic revenue rose a more modest 44% clip last year if you back out the bump in political election season revenue from late 2020, but the appeal of the platform remains strong. Retention rates are still healthy, and Twilio continues to successfully expand its offerings.Adaptive BiotechnologiesIt's been a rough year for Adaptive Biotechnologies. Its CFO resigned in January, and earlier this month the biotech upstart announced that it would be laying off 12% of its staff. The reorganization is part of Adaptive narrowing the focus of its immune system genetic sequencing technology to key in on minimal residual disease and immune medicine.The stock has been cut by more than half so far in 2022, and it's down 82% since peaking 14 months ago. The technology is promising, and Adaptive Biotechnologies is one of the stocks that Wood was buying earlier last week before she took a three-day break from purchases. Analysts don't see the company turning a profit for several more years, but that's not necessarily a deal breaker for biotech stocks as long as they have the liquidity in place to hold out for a medical breakthrough.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869061963,"gmtCreate":1632229485252,"gmtModify":1676530729230,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Okk","listText":"Okk","text":"Okk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/869061963","repostId":"1152381132","repostType":4,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833403808,"gmtCreate":1629252732204,"gmtModify":1676529980375,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/833403808","repostId":"2160880977","repostType":4,"repost":{"id":"2160880977","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1629240675,"share":"https://ttm.financial/m/news/2160880977?lang=&edition=fundamental","pubTime":"2021-08-18 06:51","market":"us","language":"en","title":"Wall Street slumps after weak retail sales, Home Depot results","url":"https://stock-news.laohu8.com/highlight/detail?id=2160880977","media":"Reuters","summary":"* Home Depot falls as U.S. same-store sales miss estimates\n* Auto shortages, spend shift to services","content":"<p>* Home Depot falls as U.S. same-store sales miss estimates</p>\n<p>* Auto shortages, spend shift to services tank U.S. retail sales</p>\n<p>* Walmart flat after it raises sales forecast</p>\n<p>* Indexes down: Dow 0.79%, S&amp;P 0.71%, Nasdaq 0.93%</p>\n<p>Aug 17 (Reuters) - Wall Street's main indexes slid on Tuesday, with the S&amp;P 500 logging its biggest one-day percentage fall in about a month, weighed down by a drop in U.S. retail sales that raised concerns about the economic recovery, as well as by disappointing results from Home Depot.</p>\n<p>Most of the S&amp;P 500's sectors finished lower, with consumer discretionary the weakest performer, falling 2.3%.</p>\n<p>Home Depot shares fell 4.3% after the company's U.S. same-store sales fell short of estimates for the first time in nearly two years as pandemic-fueled do-it-yourself projects tapered off. Shares of rival Lowe's Companies dropped 5.8%.</p>\n<p>A report showed that U.S. retail sales fell more than expected in July, as supply shortages depressed motor vehicle purchases and the boost to spending from the economy's reopening and stimulus checks faded, suggesting a slowdown in growth early in the third quarter.</p>\n<p>“The retail sales drop I think clarified for investors that COVID may well be a big problem going into the fall,” said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p>\n<p>Prior to Tuesday's drops, the S&amp;P 500 and the Dow Jones Industrial Average had closed at record highs for five straight sessions.</p>\n<p>“The (market) backdrop remains really solid,\" said Katie Nixon, chief investment officer at Northern Trust Wealth Management. \"At this point, when you have some of these negative macro indicators coming in and you have markets that are selling at all-time highs with pretty expensive valuations by any measure, there is just going to be more vulnerability to that kind of bad news.”</p>\n<p>The Dow Jones Industrial Average fell 282.12 points, or 0.79%, to 35,343.28, the S&amp;P 500 lost 31.63 points, or 0.71%, to 4,448.08 and the Nasdaq Composite dropped 137.58 points, or 0.93%, to 14,656.18.</p>\n<p>The S&amp;P 500 healthcare sector was a bright spot, ending up 1.1% on the day.</p>\n<p>With the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&amp;P 500 yet to experience a 5% pullback this year. On Monday, the S&amp;P 500 closed 100% above its March 2020 low.</p>\n<p>Still, market watchers have said that huge amounts of cash held by investors and companies could protect stocks from severe declines, as buyers are quick to look for opportunities to scoop up cheaper shares. Indeed, the indexes ended well above their session lows on Tuesday as stocks partially recovered late in the day.</p>\n<p>In an encouraging sign about the economic rebound, a Federal Reserve report showed production at U.S. factories surged in July.</p>\n<p>Investors are looking for signs about when the Fed will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday, and are watching the resurgence in COVID-19 cases and its impact on the economy.</p>\n<p>In other company news, Walmart Inc shares ended little changed after the retailer increased its annual U.S. same-store sales forecast after beating analysts' estimates.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 2.51-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 39 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 44 new highs and 318 new lows.</p>\n<p>About 9.5 billion shares changed hands in U.S. exchanges, above the 9.2 billion daily average over the last 20 sessions.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street slumps after weak retail sales, Home Depot results</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\">\nWall Street slumps after weak retail sales, Home Depot results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-18 06:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>* Home Depot falls as U.S. same-store sales miss estimates</p>\n<p>* Auto shortages, spend shift to services tank U.S. retail sales</p>\n<p>* Walmart flat after it raises sales forecast</p>\n<p>* Indexes down: Dow 0.79%, S&amp;P 0.71%, Nasdaq 0.93%</p>\n<p>Aug 17 (Reuters) - Wall Street's main indexes slid on Tuesday, with the S&amp;P 500 logging its biggest one-day percentage fall in about a month, weighed down by a drop in U.S. retail sales that raised concerns about the economic recovery, as well as by disappointing results from Home Depot.</p>\n<p>Most of the S&amp;P 500's sectors finished lower, with consumer discretionary the weakest performer, falling 2.3%.</p>\n<p>Home Depot shares fell 4.3% after the company's U.S. same-store sales fell short of estimates for the first time in nearly two years as pandemic-fueled do-it-yourself projects tapered off. Shares of rival Lowe's Companies dropped 5.8%.</p>\n<p>A report showed that U.S. retail sales fell more than expected in July, as supply shortages depressed motor vehicle purchases and the boost to spending from the economy's reopening and stimulus checks faded, suggesting a slowdown in growth early in the third quarter.</p>\n<p>“The retail sales drop I think clarified for investors that COVID may well be a big problem going into the fall,” said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p>\n<p>Prior to Tuesday's drops, the S&amp;P 500 and the Dow Jones Industrial Average had closed at record highs for five straight sessions.</p>\n<p>“The (market) backdrop remains really solid,\" said Katie Nixon, chief investment officer at Northern Trust Wealth Management. \"At this point, when you have some of these negative macro indicators coming in and you have markets that are selling at all-time highs with pretty expensive valuations by any measure, there is just going to be more vulnerability to that kind of bad news.”</p>\n<p>The Dow Jones Industrial Average fell 282.12 points, or 0.79%, to 35,343.28, the S&amp;P 500 lost 31.63 points, or 0.71%, to 4,448.08 and the Nasdaq Composite dropped 137.58 points, or 0.93%, to 14,656.18.</p>\n<p>The S&amp;P 500 healthcare sector was a bright spot, ending up 1.1% on the day.</p>\n<p>With the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&amp;P 500 yet to experience a 5% pullback this year. On Monday, the S&amp;P 500 closed 100% above its March 2020 low.</p>\n<p>Still, market watchers have said that huge amounts of cash held by investors and companies could protect stocks from severe declines, as buyers are quick to look for opportunities to scoop up cheaper shares. Indeed, the indexes ended well above their session lows on Tuesday as stocks partially recovered late in the day.</p>\n<p>In an encouraging sign about the economic rebound, a Federal Reserve report showed production at U.S. factories surged in July.</p>\n<p>Investors are looking for signs about when the Fed will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday, and are watching the resurgence in COVID-19 cases and its impact on the economy.</p>\n<p>In other company news, Walmart Inc shares ended little changed after the retailer increased its annual U.S. same-store sales forecast after beating analysts' estimates.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 2.51-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 39 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 44 new highs and 318 new lows.</p>\n<p>About 9.5 billion shares changed hands in U.S. exchanges, above the 9.2 billion daily average over the last 20 sessions.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","HD":"家得宝",".SPX":"S&P 500 Index","HBCP":"Home合众银行"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160880977","content_text":"* Home Depot falls as U.S. same-store sales miss estimates\n* Auto shortages, spend shift to services tank U.S. retail sales\n* Walmart flat after it raises sales forecast\n* Indexes down: Dow 0.79%, S&P 0.71%, Nasdaq 0.93%\nAug 17 (Reuters) - Wall Street's main indexes slid on Tuesday, with the S&P 500 logging its biggest one-day percentage fall in about a month, weighed down by a drop in U.S. retail sales that raised concerns about the economic recovery, as well as by disappointing results from Home Depot.\nMost of the S&P 500's sectors finished lower, with consumer discretionary the weakest performer, falling 2.3%.\nHome Depot shares fell 4.3% after the company's U.S. same-store sales fell short of estimates for the first time in nearly two years as pandemic-fueled do-it-yourself projects tapered off. Shares of rival Lowe's Companies dropped 5.8%.\nA report showed that U.S. retail sales fell more than expected in July, as supply shortages depressed motor vehicle purchases and the boost to spending from the economy's reopening and stimulus checks faded, suggesting a slowdown in growth early in the third quarter.\n“The retail sales drop I think clarified for investors that COVID may well be a big problem going into the fall,” said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.\nPrior to Tuesday's drops, the S&P 500 and the Dow Jones Industrial Average had closed at record highs for five straight sessions.\n“The (market) backdrop remains really solid,\" said Katie Nixon, chief investment officer at Northern Trust Wealth Management. \"At this point, when you have some of these negative macro indicators coming in and you have markets that are selling at all-time highs with pretty expensive valuations by any measure, there is just going to be more vulnerability to that kind of bad news.”\nThe Dow Jones Industrial Average fell 282.12 points, or 0.79%, to 35,343.28, the S&P 500 lost 31.63 points, or 0.71%, to 4,448.08 and the Nasdaq Composite dropped 137.58 points, or 0.93%, to 14,656.18.\nThe S&P 500 healthcare sector was a bright spot, ending up 1.1% on the day.\nWith the market in a period that has seasonally been weak historically, investors have said stocks may be due for a significant drop, with the S&P 500 yet to experience a 5% pullback this year. On Monday, the S&P 500 closed 100% above its March 2020 low.\nStill, market watchers have said that huge amounts of cash held by investors and companies could protect stocks from severe declines, as buyers are quick to look for opportunities to scoop up cheaper shares. Indeed, the indexes ended well above their session lows on Tuesday as stocks partially recovered late in the day.\nIn an encouraging sign about the economic rebound, a Federal Reserve report showed production at U.S. factories surged in July.\nInvestors are looking for signs about when the Fed will rein in its easy money policies, with minutes from the central bank's latest meeting due on Wednesday, and are watching the resurgence in COVID-19 cases and its impact on the economy.\nIn other company news, Walmart Inc shares ended little changed after the retailer increased its annual U.S. same-store sales forecast after beating analysts' estimates.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.92-to-1 ratio; on Nasdaq, a 2.51-to-1 ratio favored decliners.\nThe S&P 500 posted 39 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 44 new highs and 318 new lows.\nAbout 9.5 billion shares changed hands in U.S. exchanges, above the 9.2 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172405176,"gmtCreate":1626969596195,"gmtModify":1703481699998,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Really.... Ok","listText":"Really.... Ok","text":"Really.... Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/172405176","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://ttm.financial/m/news/1154266565?lang=&edition=fundamental","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p>\n<p>But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p>\n<p>Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p>\n<p>If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p>\n<p>\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p>\n<p>\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p>\n<p>Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p>\n<p>She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p>\n<p>The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p>\n<p><b>Not the time to bail on the market</b></p>\n<p>So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p>\n<p>\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p>\n<p>Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p>\n<p>\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p>\n<p>Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p>\n<p><b>Buy the dips</b></p>\n<p>Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p>\n<p>\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p>\n<p>He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p>\n<p>\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to invest as the Delta variant takes hold</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow to invest as the Delta variant takes hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow ...</p>\n\n<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155106210,"gmtCreate":1625382624230,"gmtModify":1703741110353,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/155106210","repostId":"1189605893","repostType":4,"repost":{"id":"1189605893","kind":"news","pubTimestamp":1625363433,"share":"https://ttm.financial/m/news/1189605893?lang=&edition=fundamental","pubTime":"2021-07-04 09:50","market":"us","language":"en","title":"When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189605893","media":"Barron's","summary":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—m","content":"<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.</p>\n<p>Owning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.</p>\n<p>Together, the five companies account for almost 22% of theS&amp;P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&amp;T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&amp;P 500 last year at about 7%, higher than IBM’s in its heyday.</p>\n<p>There are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&amp;P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.</p>\n<p><b>When Less May Be More</b></p>\n<p>These funds are more diversified than the S&amp;P 500, and could be more resilient if the tech megacaps stumble.</p>\n<p><img src=\"https://static.tigerbbs.com/d308adf067ef3205da5f7c1bddb75e77\" tg-width=\"697\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>Investors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&amp;P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&amp;P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.</p>\n<p>A global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.</p>\n<p>With the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.</p>\n<p>It isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.</p>\n<p>High active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.</p>\n<p><i>Barron’s</i>looked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.</p>\n<p><b>A Concentrated Approach</b></p>\n<p>The Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.</p>\n<p>The past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”</p>\n<p>The tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.</p>\n<p>Many of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”</p>\n<p><b>Underappreciated Growth</b></p>\n<p>The $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.</p>\n<p>That underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.</p>\n<p>The fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.</p>\n<p>About 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).</p>\n<p><b>Lean Profit Machines</b></p>\n<p>The $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.</p>\n<p>Schoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&amp;P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.</p>\n<p>Lately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.</p>\n<p>While offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.</p>\n<p><img src=\"https://static.tigerbbs.com/81aeb359e30f7394a363f00feb8ce0cf\" tg-width=\"707\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>Insurance is another area that Schoenstein has been adding to, with companies like Marsh &amp; McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.</p>\n<p>Another recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”</p>\n<p><b>Multiple Managers</b></p>\n<p>Unlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.</p>\n<p>But the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.</p>\n<p>Managers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.</p>\n<p>“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”</p>\n<p><b>Growth on the Cheap</b></p>\n<p>The $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.</p>\n<p>The fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.</p>\n<p>Instead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.</p>\n<p>Also attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.</p>\n<p>Another recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>When Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhen Big Tech Stumbles, the Market Can Fall Hard. These 5 Funds Can Help.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 09:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a...</p>\n\n<a href=\"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/big-tech-stocks-risk-funds-51625257865?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189605893","content_text":"It is possible to have too much of a good thing. After riding five megacap technology stocks to new highs after new highs, investors’ portfolios may be uncomfortably concentrated in these winners at a time that some strategists see a potential turn ahead in the markets.\nOwning the Big Five—Apple(ticker: AAPL),Microsoft(MSFT),Amazon.com(AMZN),Facebook(FB), andAlphabet’sGoogle (GOOGL)—has been lucrative: These companies have logged gains of 125% to 245% since the beginning of 2019. These stocks are widely held, not just by index investors, but also among all kinds of active fund managers—including those who don’t typically own growth companies.\nTogether, the five companies account for almost 22% of theS&P 500index. Of course, the Nifty Fifty stocks dominated the 1970s, and blue-chip stalwarts such asIBM(IBM) andAT&T(T) ruled the 1980s. Those companies may have wielded even more influence over the broad economy than today’s biggest companies do, but the level of market concentration is higher now, and the Big Five’s impact on the broad market is much greater because of their size, according to Howard Silverblatt, senior index analyst at S&P Dow Jones Indices. Apple and Microsoft are the first U.S. stocks whose market values have soared past $2 trillion. Though it has slipped a bit this year, Apple hit peak concentration for a single stock in the S&P 500 last year at about 7%, higher than IBM’s in its heyday.\nThere are signs that investor appetite for risk is waning, which could hurt the prospects for the growth of Big Tech. There has beena selloff in speculative cornersof the market, such as cryptocurrencies and special purpose acquisition companies, better known as SPACs. And, of course, there is therising consternationabout both inflation andinterest ratesmoving higher. If the Big Fiveslow downor tumble, the entire market—including all index investors—will feel it. If these stocks decline by 10%, for instance, in order for the S&P 500 to keep trading flat, the bottom 100 stocks in the index would have to rise by a collective 75%, according toGoldman Sachs.This dynamic explains why narrow market breadth has often preceded big losses.\nWhen Less May Be More\nThese funds are more diversified than the S&P 500, and could be more resilient if the tech megacaps stumble.\n\nInvestors’ portfolios are chock-full of these stocks, leaving them less diversified for a possible turn in the market. These companies are already beginning to slow down. Take Amazon, which accounts for roughly 4% of the S&P 500—more than the energy, real estate, materials, or utilities sectors. Amazon hasn’t hit an all-time high this year, and has underperformed the S&P 500 by 25 percentage points since September 2020 amid questions about the company’s e-commerce growth. Add in regulatory pressure, which could make the path ahead for these companies rockier, such as a House panel’s approval of sweeping legislation last month that could curb the dominance of companies like Google and Facebook.\nA global recovery could also make the Big Five stocks less special. “The story line with megacap tech stocks has been that economic growth has been hard to find and rates so low that you wanted to own powerful growth stocks,” says Scott Opsal, director of research at Leuthold Group. “But for those who think the economy has room to run, you don’t have to pay up for the growth that investors were willing to pay for in 2018 or 2019.” For Opsal, the changing backdrop is reason for a barbell approach, owning some of the technology winners but also diversifying into a wider array of more value-oriented and smaller stocks.\nWith the market so concentrated in a handful of megacap tech stocks, Opsal says that investors may want the type of funds that do what the fund consultants advise against: be willing to drift out of their lane, and be willing to not fit neatly into a growth or value category.\nIt isn’t easy finding good fund managers with the acumen to pick the right stocks beyond the other 495, the grit to avoid the crowd, and the track record that demonstrates to investors that they can be different and correct. Performance doesn’t look all that great for managers whose wariness led them to own less of the technology darlings that drove the market to highs over the past several years. And the decision to not own any—or even just less—of these companies sometimes pushed managers out of theirMorningstarcategory into areas like large-cap blend.\nHigh active share has often been a go-to gauge for finding fund managers who look different than their benchmarks. That’s a good place to start, but different doesn’t always lead to outperformance, so Morningstar strategist Alec Lucas recommends understanding what is in the managers’ portfolios and the thinking behind the picks—as well as when they buy or sell the stocks.\nBarron’slooked for large-cap growth-oriented managers that don’t usually stick too close to an index and have long, and strong, track records. We turned up both diversified and concentrated funds; some didn’t own any of the Big Five, while some owned a bit, albeit less than their peers. All may offer investors a way to tweak rather than overhaul their portfolios, giving them some more diversification while still tapping into large, growing companies.\nA Concentrated Approach\nThe Akre Focus fund (AKREX) falls into the concentrated bucket. It owns about 20 well-managed companies that the managers, John Neff and Chris Cerrone, think are superior businesses and adept at reinvesting in the companies. The fund has just a 4% turnover, so it holds on to its investments for years. That has been a winning long-term strategy: Akre Focus has an 18% average annual return over the past decade, beating 84% of its peers.\nThe past few years have been tough, though: The fund hasn’t owned the Big Five, and has just 13% of its assets in any kind of technology company, whereas most of its peers have close to a third in tech. It has averaged 22% annually over the past three years; not too shabby on an absolute basis, but landing it midpack among competitors. The managers are resolute in finding growth elsewhere. “They are tremendous businesses, but how many more times can they double in value, given their current size? Maybe many times, but it’s an important question,” says Neff. “We’ve generally focused on smaller businesses with ostensibly longer runways with which to compound.”\nThe tech investments that the managers have made are largely in software companies like Constellation Software (CSU.Canada),Adobe(ADBE), andCoStar Group(CSGP) that have long paths to growth ahead of them as more companies rely on their products. The fund also looks for companies with the type of “network effect” that makes Google and Amazon attractive—the business model gets stronger as more people use it, and makes the company that much harder to replace. Top holdings like Mastercard (MA) andVisa(V) fit that description.\nMany of the companies the duo favors are positioned to hold up, stand out, or even benefit from difficult times, like auto-parts retailerO’Reilly Automotive(ORLY), which recently reported its best comparable same-store sales in 25 years. Given the market backdrop, co-manager Cerrone says they aren’t finding that many bargains today—and they are willing to hold cash if that continues. Today, cash sits at just 2%. “We frankly wish we had more cash than we do today,” Cerrone says. “We’re not bearish, but we think we will be presented with better opportunities.”\nUnderappreciated Growth\nThe $10.1 billionPrimecap Odyssey Growthfund (POGRX) hunts for companies with above-average earnings growth, but not one of the Big Five tech stocks can be spotted in their top 10 holdings.\nThat underweight has been painful; the fund’s 19.6% annual average return over the past five years puts it in the bottom third of large growth funds. But the managers’ willingness to stick with companies with above-average growth for the long haul, often adding to their shares in downturns, wins them fans.\nThe fund’s managers are investing in some of the broad trends driving the Big Five—like e-commerce and cloud computing—but doing it differently, says Morningstar’s Lucas. For example, the fund owns Alibaba Group Holding (BABA) instead of Amazon, opting for China’s version of an e-commerce and cloud-computing giant that also trades at a meaningful discount to the U.S. company, Lucas says. Primecap declined to comment.\nAbout 18% of the fund is invested outside the U.S. and its average price/earnings ratio is 20, cheaper than the 29 for the large growth category, according to Morningstar. Though the fund isn’t concentrated in the Big Five tech stocks, it has double the stake in healthcare, almost 30% of assets, than other large growth funds. Its top 10 positions includeEli Lilly(LLY),Biogen(BIIB),Abiomed(ABMD), andAmgen(AMGN).\nLean Profit Machines\nThe $10.3 billionJensen Quality Growth(JENSX) focuses on companies that generate 15% return on equity for 10 consecutive years—a metric that co-manager Eric Schoenstein sees as a gauge forfoundational excellenceand fortress-like competitive advantages. Amazon and Facebook don’t make the cut. Alphabet, Microsoft, and Apple rank among the top holdings, but Schoenstein holds roughly a third less than in the Russell 1000 Growth index. Schoenstein says he is trying to be conscious of the risk of concentration if the momentum trade reverts or regulation puts a target on these companies’ backs.\nSchoenstein’s caution and a focus on quality companies have pushed the fund toward the bottom decile of the large blend Morningstar category year to date, with a return of 11.6%. But the fund’s 17.3% average return over the past five years puts it in the top 35% of large-blend funds tracked by Morningstar. Plus, the fund’s risk-adjusted, long-term performance stands out, losing about 77% as much as the S&P 500 and Russell 1000 Growth indexes when stocks have fallen since Schoenstein began co-managing the fund in 2004, according to Morningstar.\nLately, Schoenstein has been adding to quality stocks that may not be growing as fast but are more attractively priced as investors have left them behind, such asStarbucks(SBUX)—a stock that had been too pricey until the pandemic hit. “What better business is there to be in than branded addiction?” Schoenstein asks.\nWhile offices in New York City may not get to 100% occupancy, Schoenstein sees hybrid work situations continuing to drive business to Starbucks, potentially with fewer customers but higher sales, as one person buys for multiple people. The company is also closing stores to become more efficient and moving more toward quick-serve and grab-and-go in some locations rather than an all-day café experience.\n\nInsurance is another area that Schoenstein has been adding to, with companies like Marsh & McLennan (MMC), which is dominant in multiple businesses—insurance brokerage, health benefits, and retirement asset management with Mercer. Switching costs are high in the world of insurance, and the company benefits from new trends in cybersecurity and data privacy, as well.\nAnother recent purchase: Data-analytics providerVerisk Analytics(VRSK), which serves property and casualty insurers and gets about 80% of its revenue from subscriptions and long-term agreements. The company helps take raw data and analyze it to help insurers, for example, underwrite policies. Says Schoenstein: “Some recovery is still needed because business has struggled over the past year, with business failures and companies putting [projects] on hold. So, it’s a small position, but I think about companies that are super-entrenched with their customers.”\nMultiple Managers\nUnlike the Jensen and Akre funds, which typically own 20 to 30 stocks, the $87 billionAmerican Funds Amcapfund (AMCPX) is well diversified, with more than 200 holdings, as managers hunt for the best ideas regardless of size.Abbott Laboratories(ABT),Broadcom(AVGO),EOG Resources(EOG), and Mastercard are top holdings along with four of the megacap tech quintuplets.\nBut the fund is valuation-sensitive, and its allocation to the Big Five is lower than other growth managers, hurting its performance over the past five years; its average annual return of 17.3% puts it in the bottom decile of performance. For investors looking for diversification, the fund is a relatively cheap option—charging an expense ratio of 0.68%—that isn’t beholden to a benchmark and is run by multiple managers who can hunt for their highest-conviction ideas.\nManagers favor companies with strong competitive positioning, which can allow companies to boost prices and better weather near-term inflationary periods. While that includes a healthy helping of healthcare and technology stocks, managers have also gravitated toward cyclical growth companies, including semiconductor firms, travel-related companies, auto suppliers, retailers, and financials benefiting from secular growth as well as getting an additional boost from the Covid recovery.\n“It’s very consistent, and a good core fund with a lot of good stockpickers behind it,” says Russel Kinnel, Morningstar’s director of manager research. “You want a fund to have some good technology exposure because it’s a dynamic sector.”\nGrowth on the Cheap\nThe $357 million Cambiar Opportunity fund (CAMOX) is a concentrated fund that owns roughly 40 stocks. The fund looks for relative values among industry winners that boast strong long-term demand prospects and pricing power that differentiate it from some of its peers. The fund’s 16% average annual return over the past five years helped it beat 94% of its large-value peers.\nThe fund holds Amazon, which it bought for the first time in early 2020 when the market wasn’t giving the e-commerce behemoth much value for its cloud business. It has been harder to own other megacap technology stocks, says Ania Aldrich, an investment principal at Cambiar. That’s in part because of their high valuations, but especially as exchange-traded funds continue to receive record-high inflows—$400 billion in the first half of 2021, versus $507 billion for all of last year, according to ETF.com—which contributes to the market concentration.\nInstead, the fund has focused on areas such as financials, including JPMorgan Chase (JPM) and Charles Schwab (SCHW), that can grow in this economic environment. Both would benefit from higher interest rates, but Aldrich says that wasn’t the reason to buy the stocks. Schwab, for example, is taking market share in wealth management, and its recent acquisition of Ameritrade gives it more heft and the ability to be more cost-efficient.\nAlso attractive are companies that haven’t yet seen a full reopening of their businesses, like casino operatorPenn National Gaming(PENN), which Aldrich says is well positioned as states look for more revenue andallow online gambling, and food distributorSysco(SYY), which has yet to benefit from colleges and conferences getting back into full swing. While Sysco’s shares are up 43% in the past year, Aldrich sees more room for gains, noting that the company is a market leader and can take market share as smaller firms consolidate. Plus, it has pricing power to pass on higher commodity costs since it is a distributor.\nAnother recent addition:Uber Technologies(UBER), which Aldrich says isn’t just a reopening beneficiary but also has increased the reach of its platform by moving into food delivery and opening the door to other services. “In the past, it was hard to outperform when you weren’t involved in the [concentrated stocks], but we see these trends as transitory. As growth normalizes, the value of other stocks should be recognized.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034176798,"gmtCreate":1647838502115,"gmtModify":1676534270603,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Can","listText":"Can","text":"Can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034176798","repostId":"1173921394","repostType":4,"repost":{"id":"1173921394","kind":"news","pubTimestamp":1647819269,"share":"https://ttm.financial/m/news/1173921394?lang=&edition=fundamental","pubTime":"2022-03-21 07:34","market":"us","language":"en","title":"U.S. Stocks Poised to Open Slightly Higher on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1173921394","media":"Barron's","summary":"U.S. stocks are set to open Monday slightly up. On Sunday night, Dow Jones Industrial Average futures gained 18 points, or 0.05%, while the S&P 500 futures gained 0.09% and Nasdaq Composite futures we","content":"<html><head></head><body><p>U.S. stocks are set to open Monday slightly up. On Sunday night, Dow Jones Industrial Average futures gained 18 points, or 0.05%, while the S&amp;P 500 futures gained 0.09% and Nasdaq Composite futures were flat.</p><p>West Texas Intermediate, the U.S. crude oil benchmark, rose 0.5%, to around $105.25 a barrel.</p><p>Diplomacy is in focus this week as President Joe Biden heads to Brussels for a two-day meeting with allies from the North Atlantic Treaty Organization and European nations. They will talk about the West’s response to Russia’s invasion of Ukraine.</p><p>In addition, this week, the Senate Judiciary Committee will start its hearings on the nomination of Judge Ketanji Brown Jackson to the Supreme Court.</p><p>This week’s earnings include: Nike on Monday; Adobe on Tuesday; Cintas, General Mills, KB Home on Wednesday; and Darden Restaurants, FactSet Research Systems, and NIO on Thursday.</p><p>This week’s notable economic events include: On Wednesday, the Census Bureau releases new-home sales data for February. On Thursday, the Census Bureau will release February’s durable goods report—often seen as a proxy for business investment, and the Department of Labor reports initial jobless claims for the week ended March 19. On Friday, the National Association of Realtors will release the Pending Home Sales Index for February.</p><h2>Nvidia, Moderna, Nike, Adobe, and Other Stocks for Investors to Watch This Week</h2><p>Earnings highlights this week include Nike on Monday, Adobe on Tuesday, General Mills on Wednesday, and Darden Restaurants on Thursday. Nvidia will hold an investor day on Tuesday and Moderna will host an event Thursday to discuss its vaccine pipeline.</p><p>Economic data out this week will include the Census Bureau’s new-home sales data for February on Wednesday, followed by the National Association of Realtors’ Pending Home Sales Index for February on Friday.</p><p>The Census Bureau will also release the durable goods report for February on Thursday—often seen as a proxy for business investment. Total new orders are expected to decline 0.5% from January, but when excluding transportation, they are seen rising 0.5%.</p><p>Geopolitics will also be in focus this week. U.S. President Joe Biden will travel to Brussels for a two-day meeting with NATO and EU leaders. The focus will be Western allies’ response to Russia’s invasion of Ukraine.</p><h2>Monday 3/21</h2><p>Nike reports third-quarter fiscal-2022 results.</p><p>The Federal Reserve Bank of Chicago releases its National Activity Index for February. Economists forecast a 0.55 reading, slightly lower than the January data. The index has had four consecutive positive monthly readings, which is associated with the economy growing faster than historical trends.</p><h2>Tuesday 3/22</h2><p>Adobe announces first-quarter fiscal-2022 earnings.</p><p>NetApp and Nvidia hold their 2022 investor days.</p><h2>Wednesday 3/23</h2><p>Cintas and General Mills report quarterly results.</p><p>Occidental Petroleum holds an investor meeting to discuss its low-carbon strategy. Shares of the upstream oil-and-gas company are up 94% this year, making it the best performer in the S&amp;P 500 index.</p><p>The Census Bureau reports new-home sales data for February. Consensus estimate is for a seasonally adjusted annual rate of 810,000 new single-family houses sold, roughly even with the January figure. The average selling price for a new home was a record $496,900 in January, while the median price was $422,300.</p><h2>Thursday 3/24</h2><p>President Biden meets with NATO and EU leaders to discuss Russia’s invasion of Ukraine. The two-day summit will be held at NATO headquarters in Brussels.</p><p>Darden Restaurants, FactSet Research Systems, and NIO hold conference calls to discuss quarterly results.</p><p>Moderna hosts its third annual Vaccines Day virtually. The mRNA-therapeutics pioneer will discuss the progress of its vaccines pipeline.</p><p>The Census Bureau releases the durable goods report for February. New orders for manufactured durable goods are expected to decline 0.5% month over month to $277 billion. Excluding transportation, orders for durable goods are seen rising 0.5%, after increasing 0.7% in January.</p><p>The Department of Labor reports initial jobless claims for the week ending on March 19. Claims have averaged 223,000 for the past four weeks and have normalized to roughly prepandemic levels. Continuing claims—the number of people receiving benefits under regular state unemployment-insurance programs—totaled 1.42 million as of March 5. That is the lowest figure in more than five decades, underscoring the tight labor market as job openings continue to outpace job seekers.</p><h2>Friday 3/25</h2><p>The National Association of Realtors reports its Pending Home Sales Index for February. Economists forecast a 1% increase in pending home sales, after a 5.7% drop in January.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Poised to Open Slightly Higher on Monday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Poised to Open Slightly Higher on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-21 07:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/u-s-stocks-poised-to-open-slightly-higher-on-monday-51647816432?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks are set to open Monday slightly up. On Sunday night, Dow Jones Industrial Average futures gained 18 points, or 0.05%, while the S&P 500 futures gained 0.09% and Nasdaq Composite futures ...</p>\n\n<a href=\"https://www.barrons.com/articles/u-s-stocks-poised-to-open-slightly-higher-on-monday-51647816432?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","NKE":"耐克","NVDA":"英伟达","MRNA":"Moderna, Inc."},"source_url":"https://www.barrons.com/articles/u-s-stocks-poised-to-open-slightly-higher-on-monday-51647816432?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173921394","content_text":"U.S. stocks are set to open Monday slightly up. On Sunday night, Dow Jones Industrial Average futures gained 18 points, or 0.05%, while the S&P 500 futures gained 0.09% and Nasdaq Composite futures were flat.West Texas Intermediate, the U.S. crude oil benchmark, rose 0.5%, to around $105.25 a barrel.Diplomacy is in focus this week as President Joe Biden heads to Brussels for a two-day meeting with allies from the North Atlantic Treaty Organization and European nations. They will talk about the West’s response to Russia’s invasion of Ukraine.In addition, this week, the Senate Judiciary Committee will start its hearings on the nomination of Judge Ketanji Brown Jackson to the Supreme Court.This week’s earnings include: Nike on Monday; Adobe on Tuesday; Cintas, General Mills, KB Home on Wednesday; and Darden Restaurants, FactSet Research Systems, and NIO on Thursday.This week’s notable economic events include: On Wednesday, the Census Bureau releases new-home sales data for February. On Thursday, the Census Bureau will release February’s durable goods report—often seen as a proxy for business investment, and the Department of Labor reports initial jobless claims for the week ended March 19. On Friday, the National Association of Realtors will release the Pending Home Sales Index for February.Nvidia, Moderna, Nike, Adobe, and Other Stocks for Investors to Watch This WeekEarnings highlights this week include Nike on Monday, Adobe on Tuesday, General Mills on Wednesday, and Darden Restaurants on Thursday. Nvidia will hold an investor day on Tuesday and Moderna will host an event Thursday to discuss its vaccine pipeline.Economic data out this week will include the Census Bureau’s new-home sales data for February on Wednesday, followed by the National Association of Realtors’ Pending Home Sales Index for February on Friday.The Census Bureau will also release the durable goods report for February on Thursday—often seen as a proxy for business investment. Total new orders are expected to decline 0.5% from January, but when excluding transportation, they are seen rising 0.5%.Geopolitics will also be in focus this week. U.S. President Joe Biden will travel to Brussels for a two-day meeting with NATO and EU leaders. The focus will be Western allies’ response to Russia’s invasion of Ukraine.Monday 3/21Nike reports third-quarter fiscal-2022 results.The Federal Reserve Bank of Chicago releases its National Activity Index for February. Economists forecast a 0.55 reading, slightly lower than the January data. The index has had four consecutive positive monthly readings, which is associated with the economy growing faster than historical trends.Tuesday 3/22Adobe announces first-quarter fiscal-2022 earnings.NetApp and Nvidia hold their 2022 investor days.Wednesday 3/23Cintas and General Mills report quarterly results.Occidental Petroleum holds an investor meeting to discuss its low-carbon strategy. Shares of the upstream oil-and-gas company are up 94% this year, making it the best performer in the S&P 500 index.The Census Bureau reports new-home sales data for February. Consensus estimate is for a seasonally adjusted annual rate of 810,000 new single-family houses sold, roughly even with the January figure. The average selling price for a new home was a record $496,900 in January, while the median price was $422,300.Thursday 3/24President Biden meets with NATO and EU leaders to discuss Russia’s invasion of Ukraine. The two-day summit will be held at NATO headquarters in Brussels.Darden Restaurants, FactSet Research Systems, and NIO hold conference calls to discuss quarterly results.Moderna hosts its third annual Vaccines Day virtually. The mRNA-therapeutics pioneer will discuss the progress of its vaccines pipeline.The Census Bureau releases the durable goods report for February. New orders for manufactured durable goods are expected to decline 0.5% month over month to $277 billion. Excluding transportation, orders for durable goods are seen rising 0.5%, after increasing 0.7% in January.The Department of Labor reports initial jobless claims for the week ending on March 19. Claims have averaged 223,000 for the past four weeks and have normalized to roughly prepandemic levels. Continuing claims—the number of people receiving benefits under regular state unemployment-insurance programs—totaled 1.42 million as of March 5. That is the lowest figure in more than five decades, underscoring the tight labor market as job openings continue to outpace job seekers.Friday 3/25The National Association of Realtors reports its Pending Home Sales Index for February. Economists forecast a 1% increase in pending home sales, after a 5.7% drop in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005940883,"gmtCreate":1642156326894,"gmtModify":1676533687349,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005940883","repostId":"1190793424","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886319071,"gmtCreate":1631550146193,"gmtModify":1676530574298,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/886319071","repostId":"2167630550","repostType":4,"repost":{"id":"2167630550","kind":"highlight","pubTimestamp":1631516701,"share":"https://ttm.financial/m/news/2167630550?lang=&edition=fundamental","pubTime":"2021-09-13 15:05","market":"us","language":"en","title":"Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=2167630550","media":"MarketWatch","summary":"Apple looks to refocus on the iPhone after App Store legal blow. Apple is set to unveil new devices at a Tuesday event.Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days af","content":"<p>Apple looks to refocus on the iPhone after App Store legal blow</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1306d1e47e19f9fe4f1d6a24c7e3ba44\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Apple is set to unveil new devices at a Tuesday event.</span></p>\n<p>Fresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.</p>\n<p>The smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days after a federal judge ruled that Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> could no longer prohibit app developers from offering alternate payment options beyond Apple's own in-app payment service, in a signal of the increasing backlash against the dominance of big technology companies.</p>\n<p>But the average iPhone user is likely unconcerned with the machinations of in-app payments, and they will be Apple's target audience as the company rolls out its new lineup. The phones are expected to feature improvements to camera and video functions but have a similar design to last year's models.</p>\n<p>The rumored upgrades mark perhaps more incremental improvements to the iPhone, unlike a year ago, when Apple brought 5G connectivity to its handsets for the first time and changed the phone's design. The iPhone 12 lineup has been selling well, and analysts seem generally upbeat about potential demand for the iPhone 13 family as well, despite what could be a lack of blockbuster feature upgrades.</p>\n<p>\"Given an improved economy, expanded 5G coverage, and low 5G smartphone ownership, we expect the iPhone 13 family to receive an enthusiastic reception,\" wrote Monness, Crespi, Hardt &amp; Co. analyst Brian White.</p>\n<p>Here's what to watch for at Tuesday's event, which kicks off virtually at 1 p.m. ET.</p>\n<p><b>iPhone</b></p>\n<p>The iPhone has been the centerpiece of Apple's fall events and should be again this year.</p>\n<p>The company is expected to roll out four new phones, just as it did last year, featuring a similar design. One possible change from a visual standpoint is a smaller notch on the top of the phones, but otherwise the devices shouldn't look too different from their predecessors. MacRumors predicts that some rumored changes, like the disappearance of the Lightning charging port or the return of a fingerprint sensor, won't actually manifest in the upcoming models.</p>\n<p>Apple isn't likely to change the sizes of its phones this year, according to MacRumors, which is looking for the company to roll out a 5.4-inch iPhone mini, a 6.1-inch iPhone, a 6.1-inch iPhone Pro and a 6.7-inch iPhone Pro Max.</p>\n<p>The biggest improvements could come to the camera. Apple is reportedly planning to introduce a video version of its Portrait Mode setting, according to Bloomberg News, which would let users capture videos with blurred backgrounds. The company is also looking to add a ProRes recording capability that would allow for high-resolution footage as well as new photo-diting functions that would let people make pictures warmer or cooler, without affecting the white tones, per the report.</p>\n<p>There's also been talk of potential satellite capabilities in the next iPhones. Shares of satellite-communications company Globalstar Inc. surged after a report indicated that Apple was including low-earth orbit <a href=\"https://laohu8.com/S/LEO\">$(LEO)$</a> satellite communications so that users would be able to place calls or send messages without 4G or 5G cellular connections, but a second report suggested that Apple may limit this feature to emergency communications.</p>\n<p><b>Augmented reality</b></p>\n<p>Apple's landing page for the Sept. 14 event contained an Easter egg for iPhone users, allowing them to click on the Apple logo and view it in augmented reality on top of their surroundings. That suggests to <a href=\"https://laohu8.com/S/EFFE\">Global X</a> research analyst Pedro Palandrani that the company could be planning a significant AR announcement.</p>\n<p>The \"easy answer\" is that Apple would introduce a new AR feature for the iPhone, but there's \"not much to do there at this point,\" Palandrani told MarketWatch. \"I wouldn't be surprised if we get to see some Apple glasses,\" he continued, referring to the oft-discussed possibility that Apple would develop a form of AR glasses. <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc. (FB) recently unveiled its own pair of smart glasses.</p>\n<p>Whether Apple would be able to sell the hypothetical smart glasses immediately remains a question for Palandrani, given supply constraints impacting the broader consumer-electronics industry.</p>\n<p>\"Maybe they don't have the ability at this time to mass manufacture that type of device,\" he said, but in the near term, it's \"certainly a possibility.\"</p>\n<p>Evercore ISI analyst Amit Daryanani wrote that he sees \"a LONG SHOT that we finally get an AR/VR product announcement.\"</p>\n<p><b>Apple Watch</b></p>\n<p>Apple could be planning a design change to its next Apple Watch, as rumors indicate the company is looking to slightly increase its screen sizes and make the casing style more similar to what's seen on the iPhone 12 line.</p>\n<p>The Apple Watch 7 could come in 41-millimeter and 45-millimeter screen sizes, according to Bloomberg News, up from 40 millimeters and 44 millimeters currently. Bloomberg isn't anticipating any meaningful health upgrades, noting that a body-temperature scanner may not show up until next year's models come out.</p>\n<p>The devices are expected to have a flat-edged look, according to MacRumors, similar to what the iPhone 12 line sports. There were indications that Apple faced production issues with the Apple Watch 7, mainly due to the new design, but MacRumors cited a recent report from noted Apple analyst Ming-Chi Kuo, who said that Apple has resolved its issues and still looks to be on track with its planned launch.</p>\n<p><b>AirPods</b></p>\n<p>Apple could also be set to launch a refreshed version of its entry-level AirPods headphones. Beyond the base model, Apple offers a Pro version of the earbuds and a set of high-quality, over-the-ear headphones, and Apple may borrow some features from those as it jazzes up its regular AirPods.</p>\n<p>To start, the company is expected to change up the design a bit, putting a shorter stem on the new AirPods, similar to what's seen on the AirPods Pro. A CNet roundup notes that Apple is rumored to be planning for the introduction of spatial-audio technology to the basic AirPods.</p>\n<p>Apple may intend to leave out noise-cancelling functions on this upcoming AirPods model, per a report from Bloomberg News that came out late last year.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here's what Apple is expected to announce at its iPhone 13 launch event Tuesday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's what Apple is expected to announce at its iPhone 13 launch event Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 15:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple looks to refocus on the iPhone after App Store legal blow\nApple is set to unveil new devices at a Tuesday event.\nFresh off a legal sting in its battle over App Store payment practices, Apple Inc...</p>\n\n<a href=\"https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?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":{},"source_url":"https://www.marketwatch.com/story/heres-what-apple-is-expected-to-announce-at-its-iphone-13-launch-event-tuesday-11631480093?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167630550","content_text":"Apple looks to refocus on the iPhone after App Store legal blow\nApple is set to unveil new devices at a Tuesday event.\nFresh off a legal sting in its battle over App Store payment practices, Apple Inc. will be looking to refocus attention back on its technology with its upcoming iPhone reveal.\nThe smartphone giant is expected to unveil its iPhone 13 lineup -- as well as new smartwatches, headphones and possibly more -- during its annual fall event Tuesday. The announcements will come just days after a federal judge ruled that Apple $(AAPL)$ could no longer prohibit app developers from offering alternate payment options beyond Apple's own in-app payment service, in a signal of the increasing backlash against the dominance of big technology companies.\nBut the average iPhone user is likely unconcerned with the machinations of in-app payments, and they will be Apple's target audience as the company rolls out its new lineup. The phones are expected to feature improvements to camera and video functions but have a similar design to last year's models.\nThe rumored upgrades mark perhaps more incremental improvements to the iPhone, unlike a year ago, when Apple brought 5G connectivity to its handsets for the first time and changed the phone's design. The iPhone 12 lineup has been selling well, and analysts seem generally upbeat about potential demand for the iPhone 13 family as well, despite what could be a lack of blockbuster feature upgrades.\n\"Given an improved economy, expanded 5G coverage, and low 5G smartphone ownership, we expect the iPhone 13 family to receive an enthusiastic reception,\" wrote Monness, Crespi, Hardt & Co. analyst Brian White.\nHere's what to watch for at Tuesday's event, which kicks off virtually at 1 p.m. ET.\niPhone\nThe iPhone has been the centerpiece of Apple's fall events and should be again this year.\nThe company is expected to roll out four new phones, just as it did last year, featuring a similar design. One possible change from a visual standpoint is a smaller notch on the top of the phones, but otherwise the devices shouldn't look too different from their predecessors. MacRumors predicts that some rumored changes, like the disappearance of the Lightning charging port or the return of a fingerprint sensor, won't actually manifest in the upcoming models.\nApple isn't likely to change the sizes of its phones this year, according to MacRumors, which is looking for the company to roll out a 5.4-inch iPhone mini, a 6.1-inch iPhone, a 6.1-inch iPhone Pro and a 6.7-inch iPhone Pro Max.\nThe biggest improvements could come to the camera. Apple is reportedly planning to introduce a video version of its Portrait Mode setting, according to Bloomberg News, which would let users capture videos with blurred backgrounds. The company is also looking to add a ProRes recording capability that would allow for high-resolution footage as well as new photo-diting functions that would let people make pictures warmer or cooler, without affecting the white tones, per the report.\nThere's also been talk of potential satellite capabilities in the next iPhones. Shares of satellite-communications company Globalstar Inc. surged after a report indicated that Apple was including low-earth orbit $(LEO)$ satellite communications so that users would be able to place calls or send messages without 4G or 5G cellular connections, but a second report suggested that Apple may limit this feature to emergency communications.\nAugmented reality\nApple's landing page for the Sept. 14 event contained an Easter egg for iPhone users, allowing them to click on the Apple logo and view it in augmented reality on top of their surroundings. That suggests to Global X research analyst Pedro Palandrani that the company could be planning a significant AR announcement.\nThe \"easy answer\" is that Apple would introduce a new AR feature for the iPhone, but there's \"not much to do there at this point,\" Palandrani told MarketWatch. \"I wouldn't be surprised if we get to see some Apple glasses,\" he continued, referring to the oft-discussed possibility that Apple would develop a form of AR glasses. Facebook Inc. (FB) recently unveiled its own pair of smart glasses.\nWhether Apple would be able to sell the hypothetical smart glasses immediately remains a question for Palandrani, given supply constraints impacting the broader consumer-electronics industry.\n\"Maybe they don't have the ability at this time to mass manufacture that type of device,\" he said, but in the near term, it's \"certainly a possibility.\"\nEvercore ISI analyst Amit Daryanani wrote that he sees \"a LONG SHOT that we finally get an AR/VR product announcement.\"\nApple Watch\nApple could be planning a design change to its next Apple Watch, as rumors indicate the company is looking to slightly increase its screen sizes and make the casing style more similar to what's seen on the iPhone 12 line.\nThe Apple Watch 7 could come in 41-millimeter and 45-millimeter screen sizes, according to Bloomberg News, up from 40 millimeters and 44 millimeters currently. Bloomberg isn't anticipating any meaningful health upgrades, noting that a body-temperature scanner may not show up until next year's models come out.\nThe devices are expected to have a flat-edged look, according to MacRumors, similar to what the iPhone 12 line sports. There were indications that Apple faced production issues with the Apple Watch 7, mainly due to the new design, but MacRumors cited a recent report from noted Apple analyst Ming-Chi Kuo, who said that Apple has resolved its issues and still looks to be on track with its planned launch.\nAirPods\nApple could also be set to launch a refreshed version of its entry-level AirPods headphones. Beyond the base model, Apple offers a Pro version of the earbuds and a set of high-quality, over-the-ear headphones, and Apple may borrow some features from those as it jazzes up its regular AirPods.\nTo start, the company is expected to change up the design a bit, putting a shorter stem on the new AirPods, similar to what's seen on the AirPods Pro. A CNet roundup notes that Apple is rumored to be planning for the introduction of spatial-audio technology to the basic AirPods.\nApple may intend to leave out noise-cancelling functions on this upcoming AirPods model, per a report from Bloomberg News that came out late last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881282741,"gmtCreate":1631344690683,"gmtModify":1676530533395,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881282741","repostId":"1147045390","repostType":4,"repost":{"id":"1147045390","kind":"news","pubTimestamp":1631321547,"share":"https://ttm.financial/m/news/1147045390?lang=&edition=fundamental","pubTime":"2021-09-11 08:52","market":"us","language":"en","title":"Why Apple’s Risk Is Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1147045390","media":"Barrons","summary":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple  to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30%","content":"<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.</p>\n<p>In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.</p>\n<p>Data from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.</p>\n<p>SensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.</p>\n<p>Gene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.</p>\n<p>Munster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.</p>\n<p>“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”</p>\n<p>Evercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.</p>\n<p>Wedbush analyst Dan Ives told&nbsp;<i>Barron’s</i>&nbsp;he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.</p>\n<p>The ruling is more a positive for companies like&nbsp;Spotify Technology&nbsp;and&nbsp;Match Group&nbsp;than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97&nbsp;on&nbsp;Friday, while Spotify and March gained 0.7% and&nbsp;4.2%, respectively.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple’s Risk Is Limited</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 Apple’s Risk Is Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147045390","content_text":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.\nIn a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.\nData from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.\nSensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.\nGene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.\nMunster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.\n“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”\nEvercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.\nWedbush analyst Dan Ives told Barron’s he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.\nThe ruling is more a positive for companies like Spotify Technology and Match Group than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97 on Friday, while Spotify and March gained 0.7% and 4.2%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804810667,"gmtCreate":1627949289259,"gmtModify":1703498295826,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Thank you&nbsp;","listText":"Thank you&nbsp;","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804810667","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993184254,"gmtCreate":1660647497188,"gmtModify":1676536371498,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Can","listText":"Can","text":"Can","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993184254","repostId":"2259889841","repostType":4,"repost":{"id":"2259889841","kind":"highlight","pubTimestamp":1660643563,"share":"https://ttm.financial/m/news/2259889841?lang=&edition=fundamental","pubTime":"2022-08-16 17:52","market":"us","language":"en","title":"Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259889841","media":"Motley Fool","summary":"Among Amazon, Shopify, and Tesla stands one company that's simply never been cheaper and is begging to be bought.","content":"<html><head></head><body><p>Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark <b>S&amp;P 500</b>, which is often Wall Street&#39;s favorite barometer of stock market health, turned in its worst first-half return in 52 years. Meanwhile, the technology-dependent <b>Nasdaq Composite</b> has been even worse, with a peak-to-trough decline of as much as 34% since November.</p><p>But in spite of this turmoil, investors have been absolutely enamored with the dozens of companies announcing stock splits this year.</p><p><img src=\"https://static.tigerbbs.com/428021cbfd3168c84c60e0a8d38b75c6\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>A stock split allows a publicly traded company to alter its share price and outstanding share count without impacting its market cap or operations. It&#39;s the perfect tool for businesses to use to make their shares more affordable for everyday investors who might not otherwise have access to fractional-share purchases through their online brokerages.</p><p>Thus far in 2022, a number of exceptionally popular, high-profile stocks have announced and/or enacted stock splits. This includes:</p><ul><li><b>Amazon</b> (AMZN -0.26%), which declared and enacted a 20-for-1 stock split.</li><li><b>Shopify</b> (SHOP -2.26%), which announced and moved forward with a 10-for-1 stock split.</li><li><b>Tesla</b> (TSLA 3.10%), which announced a 3-for-1 split in June and gained approval from its shareholders on August 4 to conduct its split on Aug. 25, 2022.</li></ul><p>The $64,000 question is, &#34;Which stock-split stock makes for the better buy right now?&#34;</p><h2>Is Amazon the perfect stock to add to your shopping cart?</h2><p>First up is e-commerce giant Amazon, whose share price fell from a peak of $3,700 pre-split to the $140s on a post-split basis. It was the company&#39;s first stock split in more than two decades.</p><p>When most people hear the word &#34;Amazon,&#34; they immediately think of the company&#39;s leading online marketplace. This year, Amazon is expected to bring in about $0.40 of every $1 spent in online retail sales in the United States.  But this top-tier revenue segment typically generates low operating margins.</p><p>The far bigger story for Amazon is what&#39;s happening with its higher-margin initiatives, such as subscription services, advertising, and cloud services. For instance, the greater than 200 million people signed up for Prime worldwide bring in tens of billions of dollars in predictable, high-margin revenue for Amazon every year.</p><p>Amazon Web Services (AWS) should play an even more important role in growing Amazon&#39;s operating cash flow in the years that lie ahead. I say &#34;cash flow&#34; and not earnings given that Amazon loves to reinvest a significant portion of its operating cash flow into its logistics network and various growth initiatives. With AWS accounting for a third of global cloud-service spending in the first quarter, and this segment providing the bulk of Amazon&#39;s operating income, it could send Amazon&#39;s share price significantly higher.</p><h2>Should you checkout with Shopify?</h2><p>Another possibility for investors is to put their money to work in cloud-based e-commerce platform Shopify. After peaking at more than $1,700 prior to its split, shares of this beaten-down tech stock can be had for around $40 on a post-split basis.</p><p>What makes Shopify such an intriguing company from the standpoint of long-term investors is its addressable market. A presentation from 2021 estimated that Shopify&#39;s e-commerce platform has a $153 billion addressable market just from small businesses (i.e., it&#39;s bread-and-butter target). This doesn&#39;t even take into account the larger businesses that have begun utilizing Shopify&#39;s tools and data analytics. With Shopify on pace to bring in over $7 billion in revenue this year, the implication is that growth is still in the very early innings.</p><p>Innovation is another tool that should excite investors. Last year, Shopify launched Shop Pay, its very own buy now, pay later (BNPL) service designed to give merchants and their consumers more payment options. Although BNPL operators have been hammered recently by domestic and global economic weakness, it should ultimately be a positive for Shopify&#39;s vast network of merchants over the long run.</p><p>Shopify is using bolt-on acquisitions to its advantage, too. Last month, it completed the $2.1 billion cash-and-stock buyout of e-commerce fulfillment company Deliverr.  Buying Deliverr further compliments Shopify&#39;s Fulfillment Network and should give merchants more peace of mind when managing their inventory and direct-to-consumer sales.</p><h2>Can investors burn rubber with Tesla?</h2><p>The third potential stock-split stock to buy is electric-vehicle (EV) manufacturer Tesla. The company&#39;s upcoming split will mark its second in two years.</p><p>The reason investors gravitate to Tesla is because of the company&#39;s competitive advantages. It&#39;s the first automaker to build itself from the ground up to mass production in more than five decades. Even with semiconductor chip shortages hurting production, and the company&#39;s Shanghai gigafactory being adversely impacted by COVID-19 lockdowns, Tesla looks to be well on its way to surpassing 1 million EV deliveries in a year for the first time.</p><p>In addition to production, Tesla has turned the corner to recurring profitability. Whereas the company had relied heavily on selling renewable energy credits (RECs) to other automakers prior to 2020, it&#39;s been generating generally accepted accounting principles (GAAP) profits without the need for RECs to push it to a sizable profit. In each of the past five quarters, Tesla has delivered a GAAP profit ranging from $1.14 billion to $3.32 billion.</p><p>Tesla&#39;s success is also a reflection of investors&#39; belief in CEO Elon Musk as an innovator. As CEO, Musk has helped diversify his company&#39;s operations -- e.g., Tesla provides energy storage systems and installs solar panels via subsidiaries -- and has kept the company&#39;s user base excited about upcoming innovations, such as Tesla Bot, a robotic humanoid that could serve a variety of purposes.</p><p><img src=\"https://static.tigerbbs.com/a3d04332f26103c280e356ba7a8e2d51\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>The better stock-split stock to buy right now is...</h2><p>Ultimately, Amazon, Shopify, and Tesla wouldn&#39;t have announced stock splits if their respective share prices hadn&#39;t significantly risen following great execution. But only one of these three stock-split stocks stands out as the clear better buy right now.</p><p>In my view, it&#39;s certainly <i>not</i> Tesla. The biggest issue with Tesla just might be Elon Musk. Aside from drawing the ire of the Securities and Exchange Commission on multiple occasions, Musk has continually overpromised and underdelivered as CEO. While the company&#39;s share price would say others, we&#39;ve seen delays to practically every major project or innovation proposed by Musk, including robotaxis and the Cybertruck, among others.</p><p>Tesla is also quite expensive. Whereas most auto stocks trade at single-digit forward price-to-earnings (P/E) ratios, Tesla will have investors paying about 54 times Wall Street&#39;s forecast earnings in 2023 for a company that&#39;ll likely see its competitive advantages wane over time.</p><p>Despite it being a popular buy right now, I don&#39;t believe Shopify is the answer, either. This is a retail-driven company that&#39;s susceptible to slower growth from rapidly rising interest rates and contracting U.S. gross domestic product. While there&#39;s no question Shopify has a delectably large addressable market, the company has a lot of work to do on its bottom-line to attract long-term investors.</p><p>The stock-split stock that&#39;s the absolute best buy of the three right now is Amazon.</p><p>Although its P/E ratio is an eye-popper for all the wrong reasons, the P/E ratio is a poor way to measure value with Amazon. As noted, because Amazon reinvests most of its operating cash flow back into its business, price-to-cash-flow is a far better measure of value.</p><p>Between 2010 and 2019, investors paid a year-end multiple of 23 to 37 times year-end cash flow. Based on Wall Street&#39;s 2025 forecast, which takes into account AWS growing into a larger percentage of total sales, Amazon is valued at just 10 times cash flow. If Amazon hits this estimate, it would be the cheapest shares have ever been. Valuation and innovation give Amazon the clear edge over Shopify and Tesla right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","AMZN":"亚马逊","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4116":"互联网服务与基础架构","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4532":"文艺复兴科技持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","SHOP":"Shopify Inc","BK4528":"SaaS概念","BK4554":"元宇宙及AR概念"},"source_url":"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259889841","content_text":"Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst first-half return in 52 years. Meanwhile, the technology-dependent Nasdaq Composite has been even worse, with a peak-to-trough decline of as much as 34% since November.But in spite of this turmoil, investors have been absolutely enamored with the dozens of companies announcing stock splits this year.Image source: Getty Images.A stock split allows a publicly traded company to alter its share price and outstanding share count without impacting its market cap or operations. It's the perfect tool for businesses to use to make their shares more affordable for everyday investors who might not otherwise have access to fractional-share purchases through their online brokerages.Thus far in 2022, a number of exceptionally popular, high-profile stocks have announced and/or enacted stock splits. This includes:Amazon (AMZN -0.26%), which declared and enacted a 20-for-1 stock split.Shopify (SHOP -2.26%), which announced and moved forward with a 10-for-1 stock split.Tesla (TSLA 3.10%), which announced a 3-for-1 split in June and gained approval from its shareholders on August 4 to conduct its split on Aug. 25, 2022.The $64,000 question is, \"Which stock-split stock makes for the better buy right now?\"Is Amazon the perfect stock to add to your shopping cart?First up is e-commerce giant Amazon, whose share price fell from a peak of $3,700 pre-split to the $140s on a post-split basis. It was the company's first stock split in more than two decades.When most people hear the word \"Amazon,\" they immediately think of the company's leading online marketplace. This year, Amazon is expected to bring in about $0.40 of every $1 spent in online retail sales in the United States.  But this top-tier revenue segment typically generates low operating margins.The far bigger story for Amazon is what's happening with its higher-margin initiatives, such as subscription services, advertising, and cloud services. For instance, the greater than 200 million people signed up for Prime worldwide bring in tens of billions of dollars in predictable, high-margin revenue for Amazon every year.Amazon Web Services (AWS) should play an even more important role in growing Amazon's operating cash flow in the years that lie ahead. I say \"cash flow\" and not earnings given that Amazon loves to reinvest a significant portion of its operating cash flow into its logistics network and various growth initiatives. With AWS accounting for a third of global cloud-service spending in the first quarter, and this segment providing the bulk of Amazon's operating income, it could send Amazon's share price significantly higher.Should you checkout with Shopify?Another possibility for investors is to put their money to work in cloud-based e-commerce platform Shopify. After peaking at more than $1,700 prior to its split, shares of this beaten-down tech stock can be had for around $40 on a post-split basis.What makes Shopify such an intriguing company from the standpoint of long-term investors is its addressable market. A presentation from 2021 estimated that Shopify's e-commerce platform has a $153 billion addressable market just from small businesses (i.e., it's bread-and-butter target). This doesn't even take into account the larger businesses that have begun utilizing Shopify's tools and data analytics. With Shopify on pace to bring in over $7 billion in revenue this year, the implication is that growth is still in the very early innings.Innovation is another tool that should excite investors. Last year, Shopify launched Shop Pay, its very own buy now, pay later (BNPL) service designed to give merchants and their consumers more payment options. Although BNPL operators have been hammered recently by domestic and global economic weakness, it should ultimately be a positive for Shopify's vast network of merchants over the long run.Shopify is using bolt-on acquisitions to its advantage, too. Last month, it completed the $2.1 billion cash-and-stock buyout of e-commerce fulfillment company Deliverr.  Buying Deliverr further compliments Shopify's Fulfillment Network and should give merchants more peace of mind when managing their inventory and direct-to-consumer sales.Can investors burn rubber with Tesla?The third potential stock-split stock to buy is electric-vehicle (EV) manufacturer Tesla. The company's upcoming split will mark its second in two years.The reason investors gravitate to Tesla is because of the company's competitive advantages. It's the first automaker to build itself from the ground up to mass production in more than five decades. Even with semiconductor chip shortages hurting production, and the company's Shanghai gigafactory being adversely impacted by COVID-19 lockdowns, Tesla looks to be well on its way to surpassing 1 million EV deliveries in a year for the first time.In addition to production, Tesla has turned the corner to recurring profitability. Whereas the company had relied heavily on selling renewable energy credits (RECs) to other automakers prior to 2020, it's been generating generally accepted accounting principles (GAAP) profits without the need for RECs to push it to a sizable profit. In each of the past five quarters, Tesla has delivered a GAAP profit ranging from $1.14 billion to $3.32 billion.Tesla's success is also a reflection of investors' belief in CEO Elon Musk as an innovator. As CEO, Musk has helped diversify his company's operations -- e.g., Tesla provides energy storage systems and installs solar panels via subsidiaries -- and has kept the company's user base excited about upcoming innovations, such as Tesla Bot, a robotic humanoid that could serve a variety of purposes.Image source: Getty Images.The better stock-split stock to buy right now is...Ultimately, Amazon, Shopify, and Tesla wouldn't have announced stock splits if their respective share prices hadn't significantly risen following great execution. But only one of these three stock-split stocks stands out as the clear better buy right now.In my view, it's certainly not Tesla. The biggest issue with Tesla just might be Elon Musk. Aside from drawing the ire of the Securities and Exchange Commission on multiple occasions, Musk has continually overpromised and underdelivered as CEO. While the company's share price would say others, we've seen delays to practically every major project or innovation proposed by Musk, including robotaxis and the Cybertruck, among others.Tesla is also quite expensive. Whereas most auto stocks trade at single-digit forward price-to-earnings (P/E) ratios, Tesla will have investors paying about 54 times Wall Street's forecast earnings in 2023 for a company that'll likely see its competitive advantages wane over time.Despite it being a popular buy right now, I don't believe Shopify is the answer, either. This is a retail-driven company that's susceptible to slower growth from rapidly rising interest rates and contracting U.S. gross domestic product. While there's no question Shopify has a delectably large addressable market, the company has a lot of work to do on its bottom-line to attract long-term investors.The stock-split stock that's the absolute best buy of the three right now is Amazon.Although its P/E ratio is an eye-popper for all the wrong reasons, the P/E ratio is a poor way to measure value with Amazon. As noted, because Amazon reinvests most of its operating cash flow back into its business, price-to-cash-flow is a far better measure of value.Between 2010 and 2019, investors paid a year-end multiple of 23 to 37 times year-end cash flow. Based on Wall Street's 2025 forecast, which takes into account AWS growing into a larger percentage of total sales, Amazon is valued at just 10 times cash flow. If Amazon hits this estimate, it would be the cheapest shares have ever been. Valuation and innovation give Amazon the clear edge over Shopify and Tesla right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908816736,"gmtCreate":1659358231425,"gmtModify":1705979441426,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"You sure","listText":"You sure","text":"You sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908816736","repostId":"1136914958","repostType":4,"repost":{"id":"1136914958","kind":"news","pubTimestamp":1659362449,"share":"https://ttm.financial/m/news/1136914958?lang=&edition=fundamental","pubTime":"2022-08-01 22:00","market":"us","language":"en","title":"Apple: Why Bears Should Give In And Own This Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1136914958","media":"Seeking Alpha","summary":"SummaryMany continue to be skeptical of a richly valued stock like Apple in the face of macroeconomi","content":"<html><head></head><body><p>Summary</p><ul><li>Many continue to be skeptical of a richly valued stock like Apple in the face of macroeconomic challenges. But I think the fears are overblown.</li><li>Quality trumps risk during periods of uncertainty. AAPL checks many of the boxes that earn it the status of very high-quality stock.</li><li>In this article, I touch on Apple&#39;s consistent execution of the C-suite; cash generation; working capital and inventory management.</li></ul><p>One day after <a href=\"https://laohu8.com/S/AAPL\">Apple</a> delivered yet another consensus-beating set of results, one CNBC poll caught my attention. When asked which July winner investors might want to &#34;fade&#34;, nearly one in four Twitter respondents suggestedthat Apple stock should be the one sold into strength. Mind you, skepticism towards shares of the Cupertino company is nothing new.</p><p>Despite the stock being richly valued relative to the broad market and its own history, which may explain why some may fear that the recent rally could be short-lived, I believe that many continue to underestimate the appeal of AAPL amid a deteriorating macroeconomic environment. Below, I explain why.</p><h3>Apple&#39;s earnings beats are not a coincidence</h3><p>According to Seeking Alpha, Apple has met or topped EPS consensus in each of the past 20 quarters, if not longer. The average beat has been 15 cents per quarter since the start of the COVID-19 crisis, compared to only 3 cents per quarter in the previous ten periods.</p><p>To be clear, part of the reason why Apple has managed to impress Wall Street as much as it has lately is the lack of full guidance, coupled with high levels of uncertainty that probably caused analysts to be overly conservative at projecting financial results. Still, I think it would be a mistake to discount Apple&#39;s pristine execution during this very challenging COVID-19 period.</p><p>Since 2019, the company&#39;s revenues have grown by an annualized 19% through the end of last year (see chart below), while operating margin has expanded by a whopping 600 bps over the period ⁠- partly due to operating leverage, but also as a result of much better gross margin. Mere industry-wide tailwinds driven by the stay-at-home and work-from-home phenomena are not enough to explain such strong results, in my opinion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afb2742fd8ae8e5a411958ec5fc95545\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>AAPL Revenue(TTM) data by YCharts</span></p><p>In my view, it is about time that Apple&#39;s management team be credited for the stock&#39;s resilient valuations. If 25 times 2022 earnings may seem rich for a moderate growth stock like AAPL when the S&amp;P 500trades at only 17 timesinstead, maybe the premium is properly justified by Tim Cook and the team&#39;s ability to pull rabbits out of a hat when few other companies seem capable of doing so in 2022.</p><h3>Now is the time for quality</h3><p>It has become somewhat of a consensus view that investing in high-quality companies in the face of macroeconomic uncertainty may be the best strategy today. The graph below seems to support the idea.</p><p>Notice the price behavior of the iShares MSCI USA Quality Factor ETF (QUAL), whichleans toward companieswith &#34;high return on equity, stable year-over-year earnings growth, and low financial leverage&#34;, compared to the Invesco S&amp;P 500 High Beta ETF (SPHB) composed of stocks that are most sensitive to market-wide movements. The former did particularly well relative to the latter in 2015-2016 (the start of the US Presidential election cycle), late 2018 (the quasi-bear of Q4 driven by monetary policy jitters), and the start of the pandemic. The reverse was true during the late 2020 recovery that was unleashed by the release of the first COVID-19 vaccines and the end of the election period in the US. In other words: quality tends to trump risk in times of distress.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01f3c87901c47437471d368f12649ed6\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>QUAL data by YCharts</span></p><p>Those that fear stock market softness in the face of high inflation, rising interest rates, and the first signs ofan economic slowdownmight be better served by holding Apple. In addition to the competence of the management team mentioned above, the following points suggest to me that the Cupertino company checks the &#34;high quality&#34; boxes better than most other companies and stocks in the market:</p><ul><li>The Apple brand, as qualitative a measure as it may be, continues to be a great asset for the company. During a time when established consumer companies have struggled to sell inventory and meet expectations on financial results - think Walmart (WMT) and Target (TGT) in thepast couple of months- CEO Tim Cook said, during Apple&#39;smost recent earnings call, that &#34;there was no obvious evidence of macroeconomic impact during the June quarter besides FX&#34; within the iPhone and possibly Mac and iPad segments. A weakening economy, so far, has not meant soft demand for Apple&#39;s core products.</li><li>Cash is a desirable asset during tough times, and Apple has proven to be very effective at producing and keeping it. Despite a still aggressive cash return program (see historical share repurchases and dividends below, the latter represented as a negative), Apple continues to hold over $70 billion in cash net of debt. This is more than 20% of total assets due, in part, to very tight working capital management helping to produce $93 billion in free cash flow last fiscal year, or about 25% of total revenues. On the point of working capital dynamics, Apple&#39;s negativenet operating cycle(i.e., working capital liabilities like payables are larger than working capital assets) is a rare and impressive feat that effectively means that the company&#39;s operations are financed mostly by its suppliers.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/837ee02ac7376cb964a3f8038fd5393b\" tg-width=\"1280\" tg-height=\"840\" referrerpolicy=\"no-referrer\"/><span>AAPL Stock Buybacks (Quarterly)data by YCharts</span></p><ul><li>When supply chains are as constrained as they have been, it helps to be theking of inventory management. Apple has substantial control over its suppliers, allowing the company to operate a very lean business model.In fiscal 2021, the total inventory balance amounted to an astonishingly low 3.4% of annual COGS. This is impressive for a consumer company that is still heavily dependent on the sale of physical products - 81% of the top line last year.</li></ul><h3>AAPL is a buy and hold stock</h3><p>Make no mistake: Apple is an expensive stock by almost any measure. But because of the quality of the business and the management team, I believe that shares of the Cupertino-based company can both (1) continue to rise in the foreseeable future and (2) weather the deterioration of the global economies better than most of its peers.</p><p>Being an Apple bear has never been too easy. More so now, I believe that skeptics might want to rethink their stance towards this stock and consider owning it for the long haul.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Why Bears Should Give In And Own This Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Why Bears Should Give In And Own This Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-01 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528106-apple-bears-rethink-stance-own-aapl-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMany continue to be skeptical of a richly valued stock like Apple in the face of macroeconomic challenges. But I think the fears are overblown.Quality trumps risk during periods of uncertainty....</p>\n\n<a href=\"https://seekingalpha.com/article/4528106-apple-bears-rethink-stance-own-aapl-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4528106-apple-bears-rethink-stance-own-aapl-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136914958","content_text":"SummaryMany continue to be skeptical of a richly valued stock like Apple in the face of macroeconomic challenges. But I think the fears are overblown.Quality trumps risk during periods of uncertainty. AAPL checks many of the boxes that earn it the status of very high-quality stock.In this article, I touch on Apple's consistent execution of the C-suite; cash generation; working capital and inventory management.One day after Apple delivered yet another consensus-beating set of results, one CNBC poll caught my attention. When asked which July winner investors might want to \"fade\", nearly one in four Twitter respondents suggestedthat Apple stock should be the one sold into strength. Mind you, skepticism towards shares of the Cupertino company is nothing new.Despite the stock being richly valued relative to the broad market and its own history, which may explain why some may fear that the recent rally could be short-lived, I believe that many continue to underestimate the appeal of AAPL amid a deteriorating macroeconomic environment. Below, I explain why.Apple's earnings beats are not a coincidenceAccording to Seeking Alpha, Apple has met or topped EPS consensus in each of the past 20 quarters, if not longer. The average beat has been 15 cents per quarter since the start of the COVID-19 crisis, compared to only 3 cents per quarter in the previous ten periods.To be clear, part of the reason why Apple has managed to impress Wall Street as much as it has lately is the lack of full guidance, coupled with high levels of uncertainty that probably caused analysts to be overly conservative at projecting financial results. Still, I think it would be a mistake to discount Apple's pristine execution during this very challenging COVID-19 period.Since 2019, the company's revenues have grown by an annualized 19% through the end of last year (see chart below), while operating margin has expanded by a whopping 600 bps over the period ⁠- partly due to operating leverage, but also as a result of much better gross margin. Mere industry-wide tailwinds driven by the stay-at-home and work-from-home phenomena are not enough to explain such strong results, in my opinion.AAPL Revenue(TTM) data by YChartsIn my view, it is about time that Apple's management team be credited for the stock's resilient valuations. If 25 times 2022 earnings may seem rich for a moderate growth stock like AAPL when the S&P 500trades at only 17 timesinstead, maybe the premium is properly justified by Tim Cook and the team's ability to pull rabbits out of a hat when few other companies seem capable of doing so in 2022.Now is the time for qualityIt has become somewhat of a consensus view that investing in high-quality companies in the face of macroeconomic uncertainty may be the best strategy today. The graph below seems to support the idea.Notice the price behavior of the iShares MSCI USA Quality Factor ETF (QUAL), whichleans toward companieswith \"high return on equity, stable year-over-year earnings growth, and low financial leverage\", compared to the Invesco S&P 500 High Beta ETF (SPHB) composed of stocks that are most sensitive to market-wide movements. The former did particularly well relative to the latter in 2015-2016 (the start of the US Presidential election cycle), late 2018 (the quasi-bear of Q4 driven by monetary policy jitters), and the start of the pandemic. The reverse was true during the late 2020 recovery that was unleashed by the release of the first COVID-19 vaccines and the end of the election period in the US. In other words: quality tends to trump risk in times of distress.QUAL data by YChartsThose that fear stock market softness in the face of high inflation, rising interest rates, and the first signs ofan economic slowdownmight be better served by holding Apple. In addition to the competence of the management team mentioned above, the following points suggest to me that the Cupertino company checks the \"high quality\" boxes better than most other companies and stocks in the market:The Apple brand, as qualitative a measure as it may be, continues to be a great asset for the company. During a time when established consumer companies have struggled to sell inventory and meet expectations on financial results - think Walmart (WMT) and Target (TGT) in thepast couple of months- CEO Tim Cook said, during Apple'smost recent earnings call, that \"there was no obvious evidence of macroeconomic impact during the June quarter besides FX\" within the iPhone and possibly Mac and iPad segments. A weakening economy, so far, has not meant soft demand for Apple's core products.Cash is a desirable asset during tough times, and Apple has proven to be very effective at producing and keeping it. Despite a still aggressive cash return program (see historical share repurchases and dividends below, the latter represented as a negative), Apple continues to hold over $70 billion in cash net of debt. This is more than 20% of total assets due, in part, to very tight working capital management helping to produce $93 billion in free cash flow last fiscal year, or about 25% of total revenues. On the point of working capital dynamics, Apple's negativenet operating cycle(i.e., working capital liabilities like payables are larger than working capital assets) is a rare and impressive feat that effectively means that the company's operations are financed mostly by its suppliers.AAPL Stock Buybacks (Quarterly)data by YChartsWhen supply chains are as constrained as they have been, it helps to be theking of inventory management. Apple has substantial control over its suppliers, allowing the company to operate a very lean business model.In fiscal 2021, the total inventory balance amounted to an astonishingly low 3.4% of annual COGS. This is impressive for a consumer company that is still heavily dependent on the sale of physical products - 81% of the top line last year.AAPL is a buy and hold stockMake no mistake: Apple is an expensive stock by almost any measure. But because of the quality of the business and the management team, I believe that shares of the Cupertino-based company can both (1) continue to rise in the foreseeable future and (2) weather the deterioration of the global economies better than most of its peers.Being an Apple bear has never been too easy. More so now, I believe that skeptics might want to rethink their stance towards this stock and consider owning it for the long haul.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900139960,"gmtCreate":1658657106850,"gmtModify":1676536188352,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Dun think so&nbsp;","listText":"Dun think so&nbsp;","text":"Dun think so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9900139960","repostId":"2253060728","repostType":4,"repost":{"id":"2253060728","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1658631601,"share":"https://ttm.financial/m/news/2253060728?lang=&edition=fundamental","pubTime":"2022-07-24 11:00","market":"us","language":"en","title":"Amazon Is Ready To Rise Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2253060728","media":"Dow Jones","summary":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For invest","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it&#39;s time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon&#39;s worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon&#39;s streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That&#39;s a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company&#39;s longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon&#39;s profits, with the cost of deliveries and returns on the rise.</p><p>Amazon&#39;s profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors&#39; preoccupation with Amazon&#39;s retail operations overlooks the company&#39;s transformation. This year, the Amazon Web Services cloud business will be about 15% of the company&#39;s total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That&#39;s nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it&#39;s a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There&#39;s also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It&#39;s worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn&#39;t be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he&#39;s convinced that in the long run, &#34;no one is going to compete with Amazon&#34; in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company&#39;s current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: &#34;It&#39;s hard not to like Amazon at this valuation.&#34;</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth&#39;s best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon&#39;s dominant market position was clear evidence that U.S. antitrust laws weren&#39;t effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There&#39;s also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won&#39;t be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon&#39;s slice of the pie remains vast, at about 40%. There&#39;s still room for additional market share gains, too.</p><p>The company&#39;s advertising business, meanwhile, is on the rise. Given Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon&#39;s case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon&#39;s ad market is a gold mine.</p><p>And then there&#39;s Amazon Web Services, the company&#39;s mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon&#39;s operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon&#39;s operating income.</p><p>With revenue close to $82 billion, AWS is one of the world&#39;s largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It&#39;s no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street&#39;s favorite strategies for assessing corporate value is a &#34;sum of the parts&#34; approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon&#39;s businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon&#39;s ad business is valuable, but it&#39;s linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there&#39;s Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company&#39;s financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron&#39;s found at least four different attempts by Wall Street analysts to suss out the company&#39;s true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon&#39;s parts add up to a lot more than its current market value.</p><p>Let&#39;s start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon&#39;s value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon&#39;s current market value. That doesn&#39;t include e-commerce, which Martin&#39;s calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon&#39;s &#34;third-party retail&#34; services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for &#34;first party&#34; retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company&#39;s subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon&#39;s retail business has &#34;meaningfully higher&#34; growth, meriting a higher multiple. For Anmuth, that&#39;s a total Amazon value of $2 trillion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Is Ready To Rise Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Is Ready To Rise Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-24 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it&#39;s time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon&#39;s worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon&#39;s streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That&#39;s a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company&#39;s longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon&#39;s profits, with the cost of deliveries and returns on the rise.</p><p>Amazon&#39;s profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors&#39; preoccupation with Amazon&#39;s retail operations overlooks the company&#39;s transformation. This year, the Amazon Web Services cloud business will be about 15% of the company&#39;s total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That&#39;s nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it&#39;s a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There&#39;s also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It&#39;s worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn&#39;t be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he&#39;s convinced that in the long run, &#34;no one is going to compete with Amazon&#34; in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company&#39;s current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: &#34;It&#39;s hard not to like Amazon at this valuation.&#34;</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth&#39;s best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon&#39;s dominant market position was clear evidence that U.S. antitrust laws weren&#39;t effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There&#39;s also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won&#39;t be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon&#39;s slice of the pie remains vast, at about 40%. There&#39;s still room for additional market share gains, too.</p><p>The company&#39;s advertising business, meanwhile, is on the rise. Given Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon&#39;s case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon&#39;s ad market is a gold mine.</p><p>And then there&#39;s Amazon Web Services, the company&#39;s mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon&#39;s operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon&#39;s operating income.</p><p>With revenue close to $82 billion, AWS is one of the world&#39;s largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It&#39;s no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street&#39;s favorite strategies for assessing corporate value is a &#34;sum of the parts&#34; approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon&#39;s businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon&#39;s ad business is valuable, but it&#39;s linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there&#39;s Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company&#39;s financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron&#39;s found at least four different attempts by Wall Street analysts to suss out the company&#39;s true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon&#39;s parts add up to a lot more than its current market value.</p><p>Let&#39;s start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon&#39;s value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon&#39;s current market value. That doesn&#39;t include e-commerce, which Martin&#39;s calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon&#39;s &#34;third-party retail&#34; services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for &#34;first party&#34; retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company&#39;s subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon&#39;s retail business has &#34;meaningfully higher&#34; growth, meriting a higher multiple. For Anmuth, that&#39;s a total Amazon value of $2 trillion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253060728","content_text":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it's time to refocus. Amazon shares have never looked more attractive than they do right now.Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon's worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon's streak may be coming to an end.When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That's a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.The company's longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon's profits, with the cost of deliveries and returns on the rise.Amazon's profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.And yet none of that should matter. Investors' preoccupation with Amazon's retail operations overlooks the company's transformation. This year, the Amazon Web Services cloud business will be about 15% of the company's total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That's nearly four times the size of Twitter (TWTR) and Snap $(SNAP)$ combined. And it's a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast $(CMCSA)$, Fox $(FOXA)$, Paramount Global (PARA), and Walt Disney $(DIS)$ . There's also a growing logistics operation that increasingly rivals FedEx $(FDX.AU)$ and United Parcel Service $(UPS)$.The challenge for investors is that the sprawling operation has made Amazon difficult to value. It's worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn't be brighter.Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he's convinced that in the long run, \"no one is going to compete with Amazon\" in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company's current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.Says Munster: \"It's hard not to like Amazon at this valuation.\"To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth's best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon's dominant market position was clear evidence that U.S. antitrust laws weren't effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.There's also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won't be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon's slice of the pie remains vast, at about 40%. There's still room for additional market share gains, too.The company's advertising business, meanwhile, is on the rise. Given Apple's $(AAPL)$ tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond Meta Platforms' $(META.UK)$ Facebook, Alphabet's $(GOOGL)$ YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon's case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon's ad market is a gold mine.And then there's Amazon Web Services, the company's mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon's operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon's operating income.With revenue close to $82 billion, AWS is one of the world's largest software and services companies -- bigger than Oracle $(ORCL)$, IBM $(IBM)$, or SAP $(SAP)$, and more than twice the size of Salesforce $(CRM.AU)$, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It's no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)One of Wall Street's favorite strategies for assessing corporate value is a \"sum of the parts\" approach: Make a list of what the company owns, put a value on each part, then add it all up.For some of Amazon's businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft $(MSFT)$ Azure and Google Cloud -- are likewise buried inside large businesses. Amazon's ad business is valuable, but it's linked to the core e-commerce business and therefore defies an easy value.Then there's Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company's financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.In reporting this story, Barron's found at least four different attempts by Wall Street analysts to suss out the company's true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon's parts add up to a lot more than its current market value.Let's start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon's value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon's current market value. That doesn't include e-commerce, which Martin's calculations currently ignore.Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon's \"third-party retail\" services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for \"first party\" retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company's subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart $(WMT)$ trades at about one times GMV, while Amazon's retail business has \"meaningfully higher\" growth, meriting a higher multiple. For Anmuth, that's a total Amazon value of $2 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077853943,"gmtCreate":1658495700782,"gmtModify":1676536167739,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"You sure","listText":"You sure","text":"You sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9077853943","repostId":"2253498728","repostType":4,"repost":{"id":"2253498728","kind":"highlight","pubTimestamp":1658478385,"share":"https://ttm.financial/m/news/2253498728?lang=&edition=fundamental","pubTime":"2022-07-22 16:26","market":"us","language":"en","title":"The Best Stocks to Invest $50,000 in Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2253498728","media":"Motley Fool","summary":"These five stocks look like great long-term values in a bear market.","content":"<html><head></head><body><p>Bear markets are a great time to buy if you&#39;re a long-term investor. With the market punishing stocks indiscriminately, there are deals to be had for those with the patience to wait out elevated volatility. Buying (and holding) during times like 2022 is easier said than done, but the payoff can be substantial once the bear market gives way to the next bull market.</p><p>If you have $50,000 (or another sizable chunk of change to put to work), I think <b>Alphabet</b>, <b>Nvidia</b>, <b>Block</b>, <b>Twilio</b>, and <b>Crocs</b> are compelling stocks to buy right now. Here&#39;s why I&#39;m bullish.</p><h2>Alphabet: A boring name with serious market-beating potential</h2><p>I like big old boring Google parent Alphabet. If you&#39;re looking for a company to start building a portfolio around, Alphabet is about as good as it gets. It&#39;s benefiting from multiple secular growth trends (digital ads, online video content consumption via YouTube, and cloud computing via Google Cloud), so this should be a steady growth story for many years.</p><p>Alphabet is also highly profitable, exactly the type of stock that should rebound quickly from the current bear market. Inflation and interest rates are on the rise, but Google&#39;s profit margins provide plenty of cushion. So does $125 billion in net cash and short-term investments, which Alphabet is using to repurchase shares.</p><p>Working from a position of technological and financial strength also gives Alphabet the ability to invest in things like its Waymo subsidiary. Self-driving cars could reshape the global economy, and Waymo is a leader in this bleeding-edge technology. Trading for just 22 times trailing-12-month free cash flow, Alphabet is a value right now -- especially when considering its long-term potential.</p><h2>Nvidia: The top platform for building AI</h2><p>I believe Nvidia will be the next business to join the trillion-dollar club: that exclusive group of stocks (Alphabet included) with a market cap of at least $1 trillion. Currently valued at $445 billion, the semiconductor giant is already almost halfway there.</p><p>Nvidia&#39;s GPUs, historically the realm of high-end video game PCs, are finding use in data centers creating and running artificial intelligence software. AI is in the early stages of deployment, just now reaching that convergence of usefulness and affordability that makes it compelling for industries of all sorts. Building on its lead here, Nvidia has launched new chip types outside of GPUs to address other parts of the modern business data center.</p><p>If its impressive hardware weren&#39;t enough, Nvidia is also early on in developing a cloud-based software business too. AI software won&#39;t only help Nvidia sustain its growth momentum but could also lift profit margins higher as well. This is a premium-priced stock at 57 times trailing 12-month free cash flow, but this is a great company to buy and hold for the next decade if you&#39;re looking for a way to bet on the AI industry.</p><h2>Block: A depressed fintech name with international potential</h2><p>Block (formerly Square) was a high-flying financial technology leader just a year ago. Now, it trades for just over seven times enterprise value (just over $35 billion as of this writing) to trailing-12-month gross profit ($4.75 billion). The market is feeling particularly ho-hum on Block.</p><p>The punishment isn&#39;t completely unwarranted. Block is trying to develop the <b>Bitcoin </b>blockchain network, and it isn&#39;t clear if Bitcoin will ever have a future as a means of enabling transactions on the internet. It also paid a pretty penny for buy-now-pay-later company Afterpay early this year, and it will take time to see if the combined fintechs are worth more together than they would have been on their own.</p><p>Personally, though, I like Block&#39;s plan of attack with Afterpay. Block needs a way to connect its Square merchant services ecosystem with the more consumer-facing Cash App. Afterpay could act as the rails between the two and create a truly two-sided network that keeps merchants and individuals highly engaged -- and makes Block more profitable over time. And at 39 times trailing-12-month free cash flow, Block&#39;s growth potential looks severely underappreciated right now.</p><h2>Twilio: Communications head for the cloud</h2><p>The pandemic accelerated large organizations&#39; migration to the cloud, which was especially apparent with cloud-based communications tools. <b>Zoom Video Communications </b>got all the early attention, but Twilio has been the more enduring growth story as Zoom&#39;s expansion has decelerated.</p><p>Twilio&#39;s secret is it has a wide range of tools available for businesses to integrate into their operations -- from text and email to website chatbots to internet-based phone and video calling. Twilio&#39;s latest efforts have been to add customer data analytics to its platform, helping businesses understand when and how to stay in touch with customers.</p><p>Twilio thinks it can sustain about a 30% organic growth rate (which excludes acquisitions) for the foreseeable future. The only problem is that Twilio hasn&#39;t generated a profit yet. This is partially by design as the company spends heavily to maximize its rate of expansion, but a rising interest rate environment doesn&#39;t look favorably on stocks like this.</p><p>Nevertheless, Twilio expects to generate adjusted operating profit by 2023 and currently trades for a meager 3.6 times enterprise value to trailing-12-month revenue. If the business continues to grow at a rapid pace and reaches profitability next year, there is a lot of upside here.</p><h2>Crocs: Get a top-trending brand among young generations for a steal</h2><p>To mix up the tech-heavy stock list above, I also really like Crocs stock right now. Yes, Crocs, the maker of the goofy foam clogs. Whether or not you like them, this is a popular brand among young people. Crocs ranked in the top 10 shoe brands among Generation Z (early 20-somethings), according to <b>Piper Sandler</b>&#39;s &#34;Taking Stock With Teens&#34; Spring 2022 report. And seemingly out of nowhere came Hey Dude, also now a Top 10 shoe brand among teens according to Piper Sandler&#39;s report. Hey Dude is the casual shoe brand Crocs just acquired.</p><p>Crocs&#39; comfy kicks are growing fast (sales have more than doubled over the last three years), but the stock has been beaten down some 55% so far in 2022. Inflation is hurting profits in the short term, and Crocs had to take on significant debt to purchase Hey Dude. The company reported nearly $2.9 billion in debt at the end of the first quarter.</p><p>But if Crocs can maintain its shoe industry-best operating profit margin and keep growing, this stock is a deep value. It trades for just 5.97 times current year expected earnings. If you&#39;re looking for a bet on a resilient consumer, Crocs could create lots of rewards for the present risks right now. I&#39;m a buyer.</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>The Best Stocks to Invest $50,000 in Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Best Stocks to Invest $50,000 in Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 16:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/21/the-best-stocks-to-invest-50000-in-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bear markets are a great time to buy if you're a long-term investor. With the market punishing stocks indiscriminately, there are deals to be had for those with the patience to wait out elevated ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/21/the-best-stocks-to-invest-50000-in-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CROX":"卡骆驰","TWLO":"Twilio Inc","SQ":"Block","NVDA":"英伟达","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/07/21/the-best-stocks-to-invest-50000-in-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253498728","content_text":"Bear markets are a great time to buy if you're a long-term investor. With the market punishing stocks indiscriminately, there are deals to be had for those with the patience to wait out elevated volatility. Buying (and holding) during times like 2022 is easier said than done, but the payoff can be substantial once the bear market gives way to the next bull market.If you have $50,000 (or another sizable chunk of change to put to work), I think Alphabet, Nvidia, Block, Twilio, and Crocs are compelling stocks to buy right now. Here's why I'm bullish.Alphabet: A boring name with serious market-beating potentialI like big old boring Google parent Alphabet. If you're looking for a company to start building a portfolio around, Alphabet is about as good as it gets. It's benefiting from multiple secular growth trends (digital ads, online video content consumption via YouTube, and cloud computing via Google Cloud), so this should be a steady growth story for many years.Alphabet is also highly profitable, exactly the type of stock that should rebound quickly from the current bear market. Inflation and interest rates are on the rise, but Google's profit margins provide plenty of cushion. So does $125 billion in net cash and short-term investments, which Alphabet is using to repurchase shares.Working from a position of technological and financial strength also gives Alphabet the ability to invest in things like its Waymo subsidiary. Self-driving cars could reshape the global economy, and Waymo is a leader in this bleeding-edge technology. Trading for just 22 times trailing-12-month free cash flow, Alphabet is a value right now -- especially when considering its long-term potential.Nvidia: The top platform for building AII believe Nvidia will be the next business to join the trillion-dollar club: that exclusive group of stocks (Alphabet included) with a market cap of at least $1 trillion. Currently valued at $445 billion, the semiconductor giant is already almost halfway there.Nvidia's GPUs, historically the realm of high-end video game PCs, are finding use in data centers creating and running artificial intelligence software. AI is in the early stages of deployment, just now reaching that convergence of usefulness and affordability that makes it compelling for industries of all sorts. Building on its lead here, Nvidia has launched new chip types outside of GPUs to address other parts of the modern business data center.If its impressive hardware weren't enough, Nvidia is also early on in developing a cloud-based software business too. AI software won't only help Nvidia sustain its growth momentum but could also lift profit margins higher as well. This is a premium-priced stock at 57 times trailing 12-month free cash flow, but this is a great company to buy and hold for the next decade if you're looking for a way to bet on the AI industry.Block: A depressed fintech name with international potentialBlock (formerly Square) was a high-flying financial technology leader just a year ago. Now, it trades for just over seven times enterprise value (just over $35 billion as of this writing) to trailing-12-month gross profit ($4.75 billion). The market is feeling particularly ho-hum on Block.The punishment isn't completely unwarranted. Block is trying to develop the Bitcoin blockchain network, and it isn't clear if Bitcoin will ever have a future as a means of enabling transactions on the internet. It also paid a pretty penny for buy-now-pay-later company Afterpay early this year, and it will take time to see if the combined fintechs are worth more together than they would have been on their own.Personally, though, I like Block's plan of attack with Afterpay. Block needs a way to connect its Square merchant services ecosystem with the more consumer-facing Cash App. Afterpay could act as the rails between the two and create a truly two-sided network that keeps merchants and individuals highly engaged -- and makes Block more profitable over time. And at 39 times trailing-12-month free cash flow, Block's growth potential looks severely underappreciated right now.Twilio: Communications head for the cloudThe pandemic accelerated large organizations' migration to the cloud, which was especially apparent with cloud-based communications tools. Zoom Video Communications got all the early attention, but Twilio has been the more enduring growth story as Zoom's expansion has decelerated.Twilio's secret is it has a wide range of tools available for businesses to integrate into their operations -- from text and email to website chatbots to internet-based phone and video calling. Twilio's latest efforts have been to add customer data analytics to its platform, helping businesses understand when and how to stay in touch with customers.Twilio thinks it can sustain about a 30% organic growth rate (which excludes acquisitions) for the foreseeable future. The only problem is that Twilio hasn't generated a profit yet. This is partially by design as the company spends heavily to maximize its rate of expansion, but a rising interest rate environment doesn't look favorably on stocks like this.Nevertheless, Twilio expects to generate adjusted operating profit by 2023 and currently trades for a meager 3.6 times enterprise value to trailing-12-month revenue. If the business continues to grow at a rapid pace and reaches profitability next year, there is a lot of upside here.Crocs: Get a top-trending brand among young generations for a stealTo mix up the tech-heavy stock list above, I also really like Crocs stock right now. Yes, Crocs, the maker of the goofy foam clogs. Whether or not you like them, this is a popular brand among young people. Crocs ranked in the top 10 shoe brands among Generation Z (early 20-somethings), according to Piper Sandler's \"Taking Stock With Teens\" Spring 2022 report. And seemingly out of nowhere came Hey Dude, also now a Top 10 shoe brand among teens according to Piper Sandler's report. Hey Dude is the casual shoe brand Crocs just acquired.Crocs' comfy kicks are growing fast (sales have more than doubled over the last three years), but the stock has been beaten down some 55% so far in 2022. Inflation is hurting profits in the short term, and Crocs had to take on significant debt to purchase Hey Dude. The company reported nearly $2.9 billion in debt at the end of the first quarter.But if Crocs can maintain its shoe industry-best operating profit margin and keep growing, this stock is a deep value. It trades for just 5.97 times current year expected earnings. If you're looking for a bet on a resilient consumer, Crocs could create lots of rewards for the present risks right now. I'm a buyer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063102358,"gmtCreate":1651419365070,"gmtModify":1676534903748,"author":{"id":"3579950492873390","authorId":"3579950492873390","name":"calbee_lwh","avatar":"https://static.tigerbbs.com/2c71feed0eaf38825c4f2fc86cd7a84d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579950492873390","authorIdStr":"3579950492873390"},"themes":[],"htmlText":"Really","listText":"Really","text":"Really","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063102358","repostId":"1121912264","repostType":4,"repost":{"id":"1121912264","kind":"news","pubTimestamp":1651390417,"share":"https://ttm.financial/m/news/1121912264?lang=&edition=fundamental","pubTime":"2022-05-01 15:33","market":"us","language":"en","title":"Apple Stock: Still Solid Despite Lackluster Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=1121912264","media":"TipRanks","summary":"Apple manufactures and sells a range of technology products, including smartphones, personal compute","content":"<div>\n<p>Apple manufactures and sells a range of technology products, including smartphones, personal computers, tablets, and headphones. I am bullish on the stock.When Apple reports its quarterly data, it’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-stock-still-solid-despite-lackluster-outlook/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Still Solid Despite Lackluster Outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Still Solid Despite Lackluster Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-01 15:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/apple-stock-still-solid-despite-lackluster-outlook/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple manufactures and sells a range of technology products, including smartphones, personal computers, tablets, and headphones. I am bullish on the stock.When Apple reports its quarterly data, it’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/apple-stock-still-solid-despite-lackluster-outlook/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.tipranks.com/news/article/apple-stock-still-solid-despite-lackluster-outlook/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121912264","content_text":"Apple manufactures and sells a range of technology products, including smartphones, personal computers, tablets, and headphones. I am bullish on the stock.When Apple reports its quarterly data, it’s one of the most important events of any earnings season. After all, Apple is a giant in the technology sector.Yet, even an industry giant is bound to have an earnings miss from time to time. The question is: how should investors define a miss? To a large extent, it depends on one’s interpretation of the results.Investors weren’t too happy with Apple’s most recently reported earnings results, but actually, the quarterly data wasn’t bad. Nevertheless, the investing community found some pain points they didn’t like in the conference call.Still, the overall financial picture looks positive for Apple. If the stock price slides further down, this could present an opportunity to pick up some shares at a nice discount.A Company Record$180 has been a stubborn resistance level for AAPL stock since December of 2021. Perhaps the bulls had hoped that Apple’s Fiscal 2022 second-quarter results would be the catalyst to push the stock above $180.However, that didn’t happen, and AAPL stock actually fell moderately after the release of the earnings data. It wasn’t a catastrophic decline, but evidently, investors weren’t pleased.Were the results really all that bad, though? Don’t just look at the price action of AAPL stock and jump to a negative conclusion. It’s important to always read both the press release and the conference call transcript whenever they’re available and form your own conclusions.With all of that in mind, let’s start off with the top-line results for Apple’s second fiscal quarter of 2022. Right at the top of the company’s press release, Apple proudly announced that its quarterly revenue was up 9% year-over-year. Apple also announced that the revenue of $97.3 billion represented a March-quarter revenue record for the company.So far, so good, as they say. Apple CFO Luca Maestri further observed that the company set fresh March-quarter company revenue records for its iPhone, Mac, Wearables, Home, and Accessories segments. Maestri also pointed out, “Continued strong customer demand for our products helped us achieve an all-time high for our installed base of active devices.”In Apple’s conference call, Maestri touted Apple’s 15% year-over-year growth in Mac revenue, driven by strong demand for the company’s M1-powered MacBook Pro. This is great news, as it indicates that Apple isn’t entirely reliant on iPhone sales in the 2020s.Acknowledging the ProblemJudging from these top-line results, it sure sounds like Apple was firing on all cylinders during the fiscal second quarter. What about the company’s bottom-line results, though?No worries there – Apple did just fine. A quarterly datasheet reveals that during the company’s fiscal second quarter of 2022, Apple reported earnings per share (EPS) of $1.52 (diluted). That’s an improvement over the $1.40 recorded in the year-earlier quarter.So, if Apple reported record performance in revenue generation, as well as a year-over-year improvement in EPS, what could investors possibly fret about?Apparently, the issue had to do with Apple’s outlook regarding supply shortages. This is a problem for many technology hardware companies, and Apple is no exception to the rule.In Apple’s conference call, Maestri acknowledged the painful truth concerning tech-component shortages and their likely impact on Apple’s future financial results.“We’re having supply constraints that are caused by the COVID-related disruptions and by the silicon shortages, and that is what is creating the constraints,” Maestri admitted. “We expect them to be in the range of $4 billion to $8 billion. This is substantially larger than what we’ve had during the March quarter,” the CFO added.Sometimes, honesty gets punished in the financial markets. Maestri couldn’t hide what everybody already knows: supply-chain bottlenecks will likely continue to weigh on Apple’s top and bottom lines. Investors might choose to send AAPL stock lower in the short term, but soon they should come back to their senses and return the share price to where I believe it belongs: much higher.Wall Street’s TakeTurning to Wall Street, AAPL is a Strong Buy, based on 20 Buys and four Hold ratings assigned in the past three months. The average Apple price target is $194.05, implying 21.4% upside potential.The TakeawayIt’s a shame that investors will sometimes punish a company just for admitting what people already know. Really, though, honesty is still the best policy, and it’s fine that Apple is acknowledging the likely fiscal impact of supply-chain constraints.AAPL stock immediately fell in after-hours trading following the data release and conference call, and it is currently down 2% on the day. This is a short-term result and doesn’t reflect Apple’s true value as a company.Just remember, the stock market is a weighing machine in the long term, so Apple’s solid fundamentals should be reflected in the share price eventually.Therefore, don’t let short-term price moves shake you out of the trade when it comes to AAPL stock. Apple is still making progress in its revenue and profits and remains a technology-market icon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}