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07-02

$Tesla Motors(TSLA)$ Sudden surge in price before the announcement sounds suspicious, better be careful of the trend this few days

04-05

Guess the winner，Earn Tiger Coins

Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.

Guess the winner，Earn Tiger Coins

03-08

$Tesla Motors(TSLA)$

2023-12-29

$Tesla Motors(TSLA)$ High chance will go up depending on current market conditions.

2022-11-12

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A $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto

2022-11-10

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Wall Street Ends Lower After Midterm Election, CPI in Focus

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Twitter Is Elon Musk’s Biggest Test—and Tesla’s Biggest Challenge

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Adding $200 to These 4 Stocks Would Be a Genius Move Right Now

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3 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market

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Want to Collect 4% in Dividends Every Month? Buy These 3 Stocks

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Tesla Q3: Watch Out For $175 Entry Opportunity

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Market Sees 60% Chance Musk’s Twitter Deal Makes Oct. 28 Deadline, Cowen Says

2022-10-08

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Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities

2022-10-06

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2022-10-05

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2 Growth Stocks That Could Jump 64.1% to 86.1% Higher, According to Wall Street

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Why Tesla Dropped Over 4% Friday

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Alibaba: The Charlie Munger And Li Lu Divergence

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Disney’s D23 Event Sends Stock on Multi-Day Decline

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href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Sudden surge in price before the announcement sounds suspicious, better be careful of the trend this few days&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Sudden surge in price before the announcement sounds suspicious, better be careful of the trend this few days&nbsp;","text":"$Tesla Motors(TSLA)$ Sudden surge in price before the announcement sounds suspicious, better be careful of the trend this few 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participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=CFCOKHIY&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=5b6d08025417145a08833e31c9d7129f&amp;invite=YHRG97&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/291903572594904","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":281808243564544,"gmtCreate":1709829350837,"gmtModify":1709829354052,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Tesla 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current market conditions.&nbsp;","text":"$Tesla Motors(TSLA)$ High chance will go up depending on current market 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09:27","market":"us","language":"en","title":"A $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto","url":"https://stock-news.laohu8.com/highlight/detail?id=1137748454","media":"Barron's","summary":"How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, a","content":"<html><head></head><body><p>How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, and leave a trail of destruction from Wall Street to Silicon Valley?</p><p>In crypto, about a week.</p><p>The debacle unfolded in real time on Twitter as the crypto empire run by Sam Bankman-Fried collapsed. FTX Group, his conglomerate of 130 entities—including the FTX exchange and Alameda Research, a market maker and trading firm—filed for U.S. bankruptcy protection on Friday.</p><p>Bankman-Fried resigned as CEO from the group, issuing a mea culpa on Twitter. “I’m really sorry, again, that we ended up here,” he said in a stream of tweets. “I’m piecing together all of the details, but I was shocked to see things unravel the way they did earlier this week,” he added.</p><p>Bankman-Fried wasn’t the only one expressing shock. FTX, the world’s second largest crypto exchange, collapsed over a few chaotic days, brought down by a liquidity crisis as customers lost confidence in the exchange. Essentially, it was an old-fashioned run on the bank, with no federal regulator or private entity willing to prop up FTX, unwind the operations, or contain the fallout.</p><p>The collateral damage is likely to be vast. FTX and Alameda played central roles in crypto trading, market making, lending, and bailouts of other firms. FTX had attracted investment from prominent venture-capital firms, pension funds, and hedge funds. Some of them invested in FTX at a valuation of $32 billion just a few months ago. They are now marking down their investments to zero.</p><p>The unraveling has already knocked more than $125 billion in market cap off Bitcoin and other tokens. FTX has frozen customer accounts. Its U.S. entity, FTX US, had said it would probably halt trading within days, though its website was still operational on Friday, including a pitch to “join some of the world’s biggest names who trust FTX,” showing photos of Tom Brady and Stephen Curry.</p><p>Other entities that have paused withdrawals include BlockFi, a crypto lender that FTX bailed out last summer. More entities and counterparties with exposure to FTX are likely to be revealed as the bankruptcy proceedings get rolling.</p><p>Regulators are now under far more pressure to ramp up supervision of an industry that has so far thrived on opacity and a lack of clear rules. “I hope some of these firms take note and actually work with us and get registered, or we’ll certainly be doing what we need to do, being a cop on the beat,” said Securities and Exchange Commission Chair Gary Gensler at a conference on Wednesday.</p><p>It’s unclear how crypto will clean up its latest mess. Indeed, what little credibility crypto had is being tested anew, raising questions about whether the whole edifice will simply crumble under its own weight.</p><p>“Those who were skeptical about crypto will become even more skeptical. They’re not wrong to feel that way,” says Ric Edelman, head of the Digital Assets Council of Financial Professionals.</p><p>Before his empire fell apart, Bankman-Fried had been viewed as a kind of crypto philosopher king. A 30-year-old Californian, educated at Massachusetts Institute of Technology, he built FTX and Alameda into the very fabric of crypto infrastructure, playing a leading role in derivatives, trading, and market-making activity.</p><p><img src=\"https://static.tigerbbs.com/c380e6b530fb0a8f21ae5df380dcfabf\" tg-width=\"939\" tg-height=\"639\" width=\"100%\" height=\"auto\"/></p><p>As FTX and its related entities grew into a multibillion-dollar empire, Bankman-Fried parlayed his wealth and prominence widely. He spent millions on sports, including naming rights to the Miami Heat’s National Basketball Association arena and sponsorship of Formula 1 racing cars. He also promised to donate most of his fortune to charities. And he became a fixture on Capitol Hill, arguing for regulation and donating to political campaigns in a bid to bring crypto into the mainstream.</p><p>Bankman-Fried also built a reputation as a crypto white knight—a banker of last resort. BlockFi and Voyager Digitalboth got bailouts or lines of credit, though Voyager didn’t survive. Bankman-Fried also invested in other crypto platforms, including Robinhood Markets (ticker: HOOD), owning a 7.5% stake in the company worth $570 million at recent prices.</p><p>The collapse of FTX could prove costly, well beyond crypto. FTX’s venture-capital investors included big names like Sequoia Capital, Tiger Global Management, and the Ontario Teachers’ Pension Plan. Sequoia now says that its investment is worth zero.</p><p>Analysts expect more companies to reveal exposures and losses. “There could be other cascading failures that could emerge,” says Lucas Nuzzi, head of research and development at Coin Metrics, a research firm working on a report that may identify additional counterparties to FTX and Alameda.</p><p>One immediate impact, of course, is sheer fear of crypto. Potential investors in start-ups are now more likely to shy away, says Antonio Juliano, CEO of dYdX, one of the largest decentralized-finance, or DeFi, exchanges. “This will decrease interest in crypto for the short to medium term,” he says.</p><p>There may also be a chill on crypto demand as investors question whether their tokens, custodied through brokerages and exchanges, will be accessible in the event of a bankruptcy. FTX used customer assets for trading at Alameda without their knowledge, according to media reports. When Alameda couldn’t meet its obligations, it spilled over to FTX’s customer base.</p><p>Equity brokerages and exchanges regulated by the SEC would never be allowed to use customer assets in that way. Those lines are largely absent in crypto, however. U.S. exchange are licensed by states as money-transfer businesses. And there is no regulatory body supervising operations of global exchanges like Bahamas-based FTX.</p><p>Coinbase Global (COIN), the largest U.S.-based exchange, said this past week that “there can’t be a run on the bank” at the firm and that it lends customer assets only with approval.</p><p>Nonetheless, the collapse of FTX underscores the market’s concentration in a handful of companies. And it reveals how even two of the big players can shake the foundations.</p><p>FTX’s demise started when CoinDesk reported that Alameda’s balance sheet consisted partly of a token called FTT, which is used for trading and commissions on the FTX exchange. Days later, Changpeng Zhao, the leader of Binance—the world’s largest crypto exchange—said he planned to unload more than $500 million worth of FTT that his firm had acquired.</p><p>With that, the run on FTX began. On Sunday, FTX saw $5 billion in customer withdrawals. Bankman-Fried then sought emerging funding to cover shortfalls, estimated at $8 billion. On Tuesday, Binance appeared to be a savior, signing a letter of intent to buy FTX. The next day, Binance pulled out, saying that “the issues are beyond our control or ability to help.”</p><p>Bankman-Fried has said that he thought it likely that Zhao never intended to buy FTX. “Well played; you won,” he said on Twitter, in an apparent allusion to Zhao taking out a rival.</p><p>FTX did not respond to a request for comment. Binance declined to comment.</p><p>The regulatory fallout is just starting. Democrats in Congress are calling for hearings, and the White House has weighed in. “The most recent news...highlights why prudent regulation of cryptocurrencies is indeed needed,” press secretary Karine Jean-Pierre told reporters.</p><p>U.S. enforcement agencies are now expanding inquiries. If the SEC alleges that FTX broke securities laws, it could create liability for the entire industry. “That’s what can really shake the industry,” says Tyler Gellasch, a former SEC senior counsel.</p><p>Representatives for the SEC and the Commodity Futures Trading Commission declined to comment.</p><p>Even if FTX’s troubles seem remote, the damage is likely to keep affecting tokens, brokerages like Coinbase and Robinhood, and the many banks, lenders, and tech companies trying to build crypto businesses.</p><p>“FTX and SBF were these megawatt stars in crypto and had garnered a lot of trust, not just among institutional investors but also among regulators,” says Morningstar’s Madeline Hume, referring to Bankman-Fried. “The risk of contagion has never been higher.”</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>A $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto</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\">\nA $32 Billion Crypto Empire Has Crashed. The Fallout Is Spreading Far Beyond Crypto\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 09:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/ftx-binance-sam-bankman-fried-crypto-bitcoin-solana-price-crash-51668135110><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, and leave a trail of destruction from Wall Street to Silicon Valley?In crypto, about a week.The ...</p>\n\n<a href=\"https://www.barrons.com/articles/ftx-binance-sam-bankman-fried-crypto-bitcoin-solana-price-crash-51668135110\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","COIN":"Coinbase Global, Inc."},"source_url":"https://www.barrons.com/articles/ftx-binance-sam-bankman-fried-crypto-bitcoin-solana-price-crash-51668135110","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137748454","content_text":"How long does it take to wipe out a $32 billion company, shatter confidence in an entire industry, and leave a trail of destruction from Wall Street to Silicon Valley?In crypto, about a week.The debacle unfolded in real time on Twitter as the crypto empire run by Sam Bankman-Fried collapsed. FTX Group, his conglomerate of 130 entities—including the FTX exchange and Alameda Research, a market maker and trading firm—filed for U.S. bankruptcy protection on Friday.Bankman-Fried resigned as CEO from the group, issuing a mea culpa on Twitter. “I’m really sorry, again, that we ended up here,” he said in a stream of tweets. “I’m piecing together all of the details, but I was shocked to see things unravel the way they did earlier this week,” he added.Bankman-Fried wasn’t the only one expressing shock. FTX, the world’s second largest crypto exchange, collapsed over a few chaotic days, brought down by a liquidity crisis as customers lost confidence in the exchange. Essentially, it was an old-fashioned run on the bank, with no federal regulator or private entity willing to prop up FTX, unwind the operations, or contain the fallout.The collateral damage is likely to be vast. FTX and Alameda played central roles in crypto trading, market making, lending, and bailouts of other firms. FTX had attracted investment from prominent venture-capital firms, pension funds, and hedge funds. Some of them invested in FTX at a valuation of $32 billion just a few months ago. They are now marking down their investments to zero.The unraveling has already knocked more than $125 billion in market cap off Bitcoin and other tokens. FTX has frozen customer accounts. Its U.S. entity, FTX US, had said it would probably halt trading within days, though its website was still operational on Friday, including a pitch to “join some of the world’s biggest names who trust FTX,” showing photos of Tom Brady and Stephen Curry.Other entities that have paused withdrawals include BlockFi, a crypto lender that FTX bailed out last summer. More entities and counterparties with exposure to FTX are likely to be revealed as the bankruptcy proceedings get rolling.Regulators are now under far more pressure to ramp up supervision of an industry that has so far thrived on opacity and a lack of clear rules. “I hope some of these firms take note and actually work with us and get registered, or we’ll certainly be doing what we need to do, being a cop on the beat,” said Securities and Exchange Commission Chair Gary Gensler at a conference on Wednesday.It’s unclear how crypto will clean up its latest mess. Indeed, what little credibility crypto had is being tested anew, raising questions about whether the whole edifice will simply crumble under its own weight.“Those who were skeptical about crypto will become even more skeptical. They’re not wrong to feel that way,” says Ric Edelman, head of the Digital Assets Council of Financial Professionals.Before his empire fell apart, Bankman-Fried had been viewed as a kind of crypto philosopher king. A 30-year-old Californian, educated at Massachusetts Institute of Technology, he built FTX and Alameda into the very fabric of crypto infrastructure, playing a leading role in derivatives, trading, and market-making activity.As FTX and its related entities grew into a multibillion-dollar empire, Bankman-Fried parlayed his wealth and prominence widely. He spent millions on sports, including naming rights to the Miami Heat’s National Basketball Association arena and sponsorship of Formula 1 racing cars. He also promised to donate most of his fortune to charities. And he became a fixture on Capitol Hill, arguing for regulation and donating to political campaigns in a bid to bring crypto into the mainstream.Bankman-Fried also built a reputation as a crypto white knight—a banker of last resort. BlockFi and Voyager Digitalboth got bailouts or lines of credit, though Voyager didn’t survive. Bankman-Fried also invested in other crypto platforms, including Robinhood Markets (ticker: HOOD), owning a 7.5% stake in the company worth $570 million at recent prices.The collapse of FTX could prove costly, well beyond crypto. FTX’s venture-capital investors included big names like Sequoia Capital, Tiger Global Management, and the Ontario Teachers’ Pension Plan. Sequoia now says that its investment is worth zero.Analysts expect more companies to reveal exposures and losses. “There could be other cascading failures that could emerge,” says Lucas Nuzzi, head of research and development at Coin Metrics, a research firm working on a report that may identify additional counterparties to FTX and Alameda.One immediate impact, of course, is sheer fear of crypto. Potential investors in start-ups are now more likely to shy away, says Antonio Juliano, CEO of dYdX, one of the largest decentralized-finance, or DeFi, exchanges. “This will decrease interest in crypto for the short to medium term,” he says.There may also be a chill on crypto demand as investors question whether their tokens, custodied through brokerages and exchanges, will be accessible in the event of a bankruptcy. FTX used customer assets for trading at Alameda without their knowledge, according to media reports. When Alameda couldn’t meet its obligations, it spilled over to FTX’s customer base.Equity brokerages and exchanges regulated by the SEC would never be allowed to use customer assets in that way. Those lines are largely absent in crypto, however. U.S. exchange are licensed by states as money-transfer businesses. And there is no regulatory body supervising operations of global exchanges like Bahamas-based FTX.Coinbase Global (COIN), the largest U.S.-based exchange, said this past week that “there can’t be a run on the bank” at the firm and that it lends customer assets only with approval.Nonetheless, the collapse of FTX underscores the market’s concentration in a handful of companies. And it reveals how even two of the big players can shake the foundations.FTX’s demise started when CoinDesk reported that Alameda’s balance sheet consisted partly of a token called FTT, which is used for trading and commissions on the FTX exchange. Days later, Changpeng Zhao, the leader of Binance—the world’s largest crypto exchange—said he planned to unload more than $500 million worth of FTT that his firm had acquired.With that, the run on FTX began. On Sunday, FTX saw $5 billion in customer withdrawals. Bankman-Fried then sought emerging funding to cover shortfalls, estimated at $8 billion. On Tuesday, Binance appeared to be a savior, signing a letter of intent to buy FTX. The next day, Binance pulled out, saying that “the issues are beyond our control or ability to help.”Bankman-Fried has said that he thought it likely that Zhao never intended to buy FTX. “Well played; you won,” he said on Twitter, in an apparent allusion to Zhao taking out a rival.FTX did not respond to a request for comment. Binance declined to comment.The regulatory fallout is just starting. Democrats in Congress are calling for hearings, and the White House has weighed in. “The most recent news...highlights why prudent regulation of cryptocurrencies is indeed needed,” press secretary Karine Jean-Pierre told reporters.U.S. enforcement agencies are now expanding inquiries. If the SEC alleges that FTX broke securities laws, it could create liability for the entire industry. “That’s what can really shake the industry,” says Tyler Gellasch, a former SEC senior counsel.Representatives for the SEC and the Commodity Futures Trading Commission declined to comment.Even if FTX’s troubles seem remote, the damage is likely to keep affecting tokens, brokerages like Coinbase and Robinhood, and the many banks, lenders, and tech companies trying to build crypto businesses.“FTX and SBF were these megawatt stars in crypto and had garnered a lot of trust, not just among institutional investors but also among regulators,” says Morningstar’s Madeline Hume, referring to Bankman-Fried. “The risk of contagion has never been higher.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960303020,"gmtCreate":1668055564761,"gmtModify":1676538005793,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960303020","repostId":"2282353541","repostType":4,"repost":{"id":"2282353541","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":1668047258,"share":"https://ttm.financial/m/news/2282353541?lang=&edition=fundamental","pubTime":"2022-11-10 10:27","market":"us","language":"en","title":"Wall Street Ends Lower After Midterm Election, CPI in Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2282353541","media":"Reuters","summary":"*$Meta Platforms(META)$ gains on decision to cut 11,000 jobs*Disney sees biggest one-day drop since 2001 after report*Indexes: S&P 500 -2.08%, Nasdaq -2.48%, Dow -1.95%Nov 9 (Reuters) - Wall Street en","content":"<html><head></head><body><p>* <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> gains on decision to cut 11,000 jobs</p><p>* Disney sees biggest one-day drop since 2001 after report</p><p>* Indexes: S&amp;P 500 -2.08%, Nasdaq -2.48%, Dow -1.95%</p><p><img src=\"https://static.tigerbbs.com/c7d9dcea179028fdb2feafbd467d08d9\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p><p>Nov 9 (Reuters) - Wall Street ended sharply lower on Wednesday as Republican gains in midterm elections appeared more modest than some expected, with investors also focusing on upcoming inflation data that will provide clues about the severity of future interest rate hikes.</p><p>Republicans were still favored to win control of the House of Representatives but key races were too close to call, with a better-than-expected showing by Democrats diminishing the prospect of a so-called red wave of Republican gains.</p><p>&#34;What was really more expected in the market was a red wave,&#34; said Jay Hatfield, CEO of Infrastructure Capital Management in New York. &#34;I think we were in a unique situation where the more the Republicans won, the better off the market would have been. At least there would have been some stocks strongly rallying, like defense and energy stocks.&#34;</p><p>Also hurting sentiment, Walt Disney Co tumbled 13% - its biggest one-day drop since 2001 - after the entertainment heavyweight reported more losses from its push into streaming video.</p><p>Tesla Inc dropped 7.2% to a two-year low after Chief Executive Elon Musk late on Tuesday disclosed that he sold $3.95 billion worth of shares in the electric-vehicle maker days after he closed the $44 billion deal for Twitter Inc.</p><p>Clean energy shares, which typically benefit under a Democratic leadership, rose, with the Invesco Solar ETF up almost 1%.</p><p>Wednesday&#39;s drop on Wall Street ended a three-day rally in which the S&amp;P 500 had gained almost 3%.</p><p>With the election outcome still uncertain, investors were turning their attention to October inflation data due out on Thursday, which could shed more light on whether the Fed might soften its aggressive stance on interest rate hikes.</p><p>&#34;CPI is one of the more important inputs in terms of the inflation environment. You&#39;d be hard-pressed to find many investors that want to make a big bet in front of (the report),&#34; said Art Hogan, chief market strategist at B. Riley Financial.</p><p>Major indexes added to declines as Treasury yields climbed further after a poor auction of 10-year notes by the U.S. Treasury. Treasury yields reversed and fell later in the day.</p><p>Traders are split over whether the Fed will raise rates by 50 basis points or 75 basis points in December, according to CME Group&#39;s Fedwatch tool.</p><p>The S&amp;P 500 declined 2.08% to end the session at 3,748.57 points.</p><p>The Nasdaq declined 2.48% to 10,353.18 points, while the Dow Jones Industrial Average declined 1.95% to 32,513.94 points.</p><p>Investors also fretted about the health of major cryptocurrency exchange FTX after a deal to buy it collapsed as bigger rival Binance said it was pulling out.</p><p>Meta Platforms Inc jumped about 5% after the Facebook parent said it was cutting 13% of its workforce, or more than 11,000 employees, in one of the biggest tech layoffs this year.</p><p>Wendy&#39;s Co rallied 3% after the hamburger chain reported quarterly sales and profit that beat analysts&#39; estimates.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 11.9-to-one ratio.</p><p>The S&amp;P 500 posted 10 new highs and 16 new lows; the Nasdaq recorded 69 new highs and 463 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 11.6 billion shares traded, compared with an average of 11.8 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Lower After Midterm Election, CPI in Focus</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 Ends Lower After Midterm Election, CPI in Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-10 10:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> gains on decision to cut 11,000 jobs</p><p>* Disney sees biggest one-day drop since 2001 after report</p><p>* Indexes: S&amp;P 500 -2.08%, Nasdaq -2.48%, Dow -1.95%</p><p><img src=\"https://static.tigerbbs.com/c7d9dcea179028fdb2feafbd467d08d9\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p><p>Nov 9 (Reuters) - Wall Street ended sharply lower on Wednesday as Republican gains in midterm elections appeared more modest than some expected, with investors also focusing on upcoming inflation data that will provide clues about the severity of future interest rate hikes.</p><p>Republicans were still favored to win control of the House of Representatives but key races were too close to call, with a better-than-expected showing by Democrats diminishing the prospect of a so-called red wave of Republican gains.</p><p>&#34;What was really more expected in the market was a red wave,&#34; said Jay Hatfield, CEO of Infrastructure Capital Management in New York. &#34;I think we were in a unique situation where the more the Republicans won, the better off the market would have been. At least there would have been some stocks strongly rallying, like defense and energy stocks.&#34;</p><p>Also hurting sentiment, Walt Disney Co tumbled 13% - its biggest one-day drop since 2001 - after the entertainment heavyweight reported more losses from its push into streaming video.</p><p>Tesla Inc dropped 7.2% to a two-year low after Chief Executive Elon Musk late on Tuesday disclosed that he sold $3.95 billion worth of shares in the electric-vehicle maker days after he closed the $44 billion deal for Twitter Inc.</p><p>Clean energy shares, which typically benefit under a Democratic leadership, rose, with the Invesco Solar ETF up almost 1%.</p><p>Wednesday&#39;s drop on Wall Street ended a three-day rally in which the S&amp;P 500 had gained almost 3%.</p><p>With the election outcome still uncertain, investors were turning their attention to October inflation data due out on Thursday, which could shed more light on whether the Fed might soften its aggressive stance on interest rate hikes.</p><p>&#34;CPI is one of the more important inputs in terms of the inflation environment. You&#39;d be hard-pressed to find many investors that want to make a big bet in front of (the report),&#34; said Art Hogan, chief market strategist at B. Riley Financial.</p><p>Major indexes added to declines as Treasury yields climbed further after a poor auction of 10-year notes by the U.S. Treasury. Treasury yields reversed and fell later in the day.</p><p>Traders are split over whether the Fed will raise rates by 50 basis points or 75 basis points in December, according to CME Group&#39;s Fedwatch tool.</p><p>The S&amp;P 500 declined 2.08% to end the session at 3,748.57 points.</p><p>The Nasdaq declined 2.48% to 10,353.18 points, while the Dow Jones Industrial Average declined 1.95% to 32,513.94 points.</p><p>Investors also fretted about the health of major cryptocurrency exchange FTX after a deal to buy it collapsed as bigger rival Binance said it was pulling out.</p><p>Meta Platforms Inc jumped about 5% after the Facebook parent said it was cutting 13% of its workforce, or more than 11,000 employees, in one of the biggest tech layoffs this year.</p><p>Wendy&#39;s Co rallied 3% after the hamburger chain reported quarterly sales and profit that beat analysts&#39; estimates.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 11.9-to-one ratio.</p><p>The S&amp;P 500 posted 10 new highs and 16 new lows; the Nasdaq recorded 69 new highs and 463 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 11.6 billion shares traded, compared with an average of 11.8 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","WEN":"温蒂汉堡",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","TSLA":"特斯拉",".DJI":"道琼斯","META":"Meta Platforms, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282353541","content_text":"* Meta Platforms gains on decision to cut 11,000 jobs* Disney sees biggest one-day drop since 2001 after report* Indexes: S&P 500 -2.08%, Nasdaq -2.48%, Dow -1.95%Nov 9 (Reuters) - Wall Street ended sharply lower on Wednesday as Republican gains in midterm elections appeared more modest than some expected, with investors also focusing on upcoming inflation data that will provide clues about the severity of future interest rate hikes.Republicans were still favored to win control of the House of Representatives but key races were too close to call, with a better-than-expected showing by Democrats diminishing the prospect of a so-called red wave of Republican gains.\"What was really more expected in the market was a red wave,\" said Jay Hatfield, CEO of Infrastructure Capital Management in New York. \"I think we were in a unique situation where the more the Republicans won, the better off the market would have been. At least there would have been some stocks strongly rallying, like defense and energy stocks.\"Also hurting sentiment, Walt Disney Co tumbled 13% - its biggest one-day drop since 2001 - after the entertainment heavyweight reported more losses from its push into streaming video.Tesla Inc dropped 7.2% to a two-year low after Chief Executive Elon Musk late on Tuesday disclosed that he sold $3.95 billion worth of shares in the electric-vehicle maker days after he closed the $44 billion deal for Twitter Inc.Clean energy shares, which typically benefit under a Democratic leadership, rose, with the Invesco Solar ETF up almost 1%.Wednesday's drop on Wall Street ended a three-day rally in which the S&P 500 had gained almost 3%.With the election outcome still uncertain, investors were turning their attention to October inflation data due out on Thursday, which could shed more light on whether the Fed might soften its aggressive stance on interest rate hikes.\"CPI is one of the more important inputs in terms of the inflation environment. You'd be hard-pressed to find many investors that want to make a big bet in front of (the report),\" said Art Hogan, chief market strategist at B. Riley Financial.Major indexes added to declines as Treasury yields climbed further after a poor auction of 10-year notes by the U.S. Treasury. Treasury yields reversed and fell later in the day.Traders are split over whether the Fed will raise rates by 50 basis points or 75 basis points in December, according to CME Group's Fedwatch tool.The S&P 500 declined 2.08% to end the session at 3,748.57 points.The Nasdaq declined 2.48% to 10,353.18 points, while the Dow Jones Industrial Average declined 1.95% to 32,513.94 points.Investors also fretted about the health of major cryptocurrency exchange FTX after a deal to buy it collapsed as bigger rival Binance said it was pulling out.Meta Platforms Inc jumped about 5% after the Facebook parent said it was cutting 13% of its workforce, or more than 11,000 employees, in one of the biggest tech layoffs this year.Wendy's Co rallied 3% after the hamburger chain reported quarterly sales and profit that beat analysts' estimates.Declining stocks outnumbered rising ones within the S&P 500 by a 11.9-to-one ratio.The S&P 500 posted 10 new highs and 16 new lows; the Nasdaq recorded 69 new highs and 463 new lows.Volume on U.S. exchanges was relatively light, with 11.6 billion shares traded, compared with an average of 11.8 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987229980,"gmtCreate":1667923398740,"gmtModify":1676537985491,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987229980","repostId":"2281607077","repostType":4,"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987982565,"gmtCreate":1667793006457,"gmtModify":1676537964499,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987982565","repostId":"1187333009","repostType":4,"repost":{"id":"1187333009","kind":"news","pubTimestamp":1667778659,"share":"https://ttm.financial/m/news/1187333009?lang=&edition=fundamental","pubTime":"2022-11-07 07:50","market":"us","language":"en","title":"Twitter Is Elon Musk’s Biggest Test—and Tesla’s Biggest Challenge","url":"https://stock-news.laohu8.com/highlight/detail?id=1187333009","media":"Barron's","summary":"Elon Musk officially owns Twitter—and now the hand-wringing about his ability to oversee the rest of","content":"<html><head></head><body><p>Elon Musk officially owns Twitter—and now the hand-wringing about his ability to oversee the rest of his empire has begun again. Of all the concerns around Tesla,however, Musk’s ability to manage his time is probably furthest down the list.</p><p>Musk likes to think of himself as a problem solver, and he has a big one to solve in Twitter. The social-media company is far from profitable, and Musk loaded it up with debt to make the acquisition. Finding a way to cut costs while generating new revenue from the largest tech leveraged buyout ever is a challenge that will test his problem-solving skills and pull his attention away from Tesla (ticker: TSLA), SpaceX, The Boring Co., and Neuralink, the four other companies he controls.</p><p>But the days of any one of these companies needing Musk’s full attention are slowly fading. Tesla is now a very profitable auto maker, with less demand for a visionary leader and more for managers who have an operator’s touch. SpaceX has become a dominant, if not the dominant, player in the new space race, while Neuralink and Boring are the rounding errors in Musk’s massive portfolio. What’s more, Musk is a better manager than he has been given credit for, and the culture he has built at his companies should be strong enough to stay the course, even if he’s distracted.</p><p>“This is a tricky tight-wire balancing act for Musk, given how large and diverse his empire has become,” says Wedbush Securities analyst Dan Ives, adding that it “is a near-term storm that will pass.”</p><p>Musk’s empire is huge. There’s Tesla, of course, which is worth some $700 billion based on a stock price of about $220, three times more than the next most-valuable auto maker. SpaceX, which pioneered reusable rockets and space-based high-speed internet, is worth another $125 billion based on its August capital raise, making it one of the five most valuable aerospace companies on the planet. The Boring Co., which is worth $6 billion, aims to solve the problem of urban traffic congestion by digging tunnels faster and cheaper than in the past. Neuralink, meanwhile, is investigating machine-brain interfaces and is worth about $1 billion.</p><p>Add it all up and the companies were worth $832 billion before Musk decided to add Twitter to his domain.</p><p>The market value of Musk’s companies isn’t the only thing that’s large. Tesla employs some 110,000 people, while SpaceX has a payroll of about 12,000. Neuralink and The Boring Co. each have 200 workers on staff. Twitter, even after layoffs that could total half of its pre-Musk employees, would still have almost 4,000 on the payroll. That’s 125,000-plus who work for Musk, nearly as many as the roughly 157,000 General Motors (GM) employs or Boeing’s (BA) 142,000 workers. Tesla’s employees work in places as far-flung as Fremont, Calif.; Nevada; Austin, Texas; Buffalo, N.Y.; Berlin; and Shanghai.</p><p><img src=\"https://static.tigerbbs.com/dcd497bc22ebaa4ea8770a4017305f63\" tg-width=\"893\" tg-height=\"647\" width=\"100%\" height=\"auto\"/></p><p>It’s nearly unprecedented for one person to manage such a large and valuable group of companies. Steve Jobs tackled Pixar and Apple at the same time, though Pixar was relatively small and was bought by Walt Disney (DIS) for $7 billion in 2006.</p><p>Liberty Media’sJohn Malonecontrols more than a few companies via tracking stocks, including Formula One (FWONK), the Atlanta Braves Maj or League Baseballteam (BATRA), satellite-radio company SiriusXM (LSXMA), and home-shopping leader QVC, as well as Liberty’s other media companies. Together, though, they employ roughly 45,000 people and have a combined market capitalization of an estimated $27 billion.</p><p>Warren Buffett’s Berkshire Hathaway (BRK.A) might be a better comparison. Berkshire owns more than 60 companies, employs 370,000 people, and is worth $625 billion. But there is a key difference between Musk and Buffett. Buffett is an investor and a delegator. He buys companies with strong management teams and then lets the managers run the businesses. He also has long had Charlie Munger to help him, and a deep bench of talent to call on—deep enough that investors have spent years speculating about who will run Berkshire once Buffett steps down.</p><p>Musk, on the other hand, doesn’t delegate like Buffett or Malone. When Tesla was smaller, his desk was on the factory floor in Fremont, and he still wades into Tesla technical and engineering decisions. Outside of SpaceX, which is run day-to-day by Gwynne Shotwell, most observers would be hard-pressed to name the executives and managers that are essential to Tesla, Neuralink, and The Boring Co. That makes sense for the smaller, privately held Boring and Neuralink, but Tesla has only three executives listed in its proxy filing—Musk, Chief Financial Officer Zachary Kirkhorn, and engineering chief Drew Baglino.</p><p>The Twitter distraction comes at what looks to be a critical time for Tesla, which is ramping up production at two new assembly plants, in Berlin and Austin. Tesla wants to deliver 50% more vehicles a year on average, which would mean it has to ship some five million cars in 2025.</p><p>Hitting those numbers will probably require a new plant, more company-owned battery capacity, and, very likely, a new low-price model, as well. There’s also the risk that Tesla can deliver those volumes but that demand for its cars just isn’t there as EV alternatives from Ford Motor (F), GM, and just about every other auto maker become available.</p><p>Musk’s full attention, however, might not be as important as it once was. At SpaceX, Shotwell isn’t afraid of making hard decisions and has a reputation for persuasiveness—she sold SpaceX launch services to customers such as NASA before the company had successfully launched a rocket—and for optimism. The Boring Co. and Neuralink are overseen by Jared Birchall, who worked at Merrill Lynch, Morgan Stanley, and Goldman Sachs before taking over Musk’s investments in 2016. He’s someone Musk trusts with everything from managing his considerable pile of money to managing his life.</p><p>And at Tesla, Musk has built a bench—and a culture—that should be able to handle his absences. Musk likes to create cross-functional teams, populated with engineers, to solve problems. It’s a collaborative environment, but Musk also has very high expectations and little patience for excuses. Musk is also an intensely logical person, says an executive at a large industrial firm who once worked with him in an executive capacity at SpaceX. When Musk attacks problems, “there is no guessing; there is no subjectivity. [He] always tries to get to the objective root of [problems].”</p><p>Musk also requires people to work on problems outside their immediate expertise. Many of the engineers hired at SpaceX, for instance, came from outside the aerospace industry. That decision turned out to be a boon for SpaceX, which completely upended the then-current space industry by doing things in a way existing players couldn’t imagine. Likewise, Konstantinos Laskaris, Tesla’s principal motor designer, was the one tapped to explain actuator design for the joints on Tesla’s humanoid robot at the company’s second annual Artificial Intelligence Day.</p><p>In fact, Tesla’s bench may be deeper than it’s given credit for. Kirkhorn, the CFO, is “super competent” and “so smart” as a manager, says Gerber Kawasaki Wealth Management President Ross Gerber. Baglino, whose official title is senior vice president of powertrain and energy engineering, took over for co-founder and former Chief Technology Officer J.B. Straubel in 2019 and has played a prominent role in earnings calls and at Tesla’s 2020 Battery Technology Day, though he remains something of a mystery to investors. Investors and analysts mostly deal with investor-relations head Martin Viecha, who Gerber describes as “almost like a chief of staff.”</p><p>Others who could be tasked with doing more as Musk’s attention turns to Twitter include Franz von Holzhausen, Tesla’s design chief; Ashok Elluswamy, who oversees driver-assistance software; and Lars Moravy, vice president of vehicle engineering, who has been taking apart cars since he was a teenager. They should be able to handle it. “Tesla is now a very big company with a lot of capable talents, executing very autonomously,” says New Street Research analyst Pierre Ferragu. “This makes the Twitter distraction a limited risk to Tesla.”</p><p>Damage to Tesla’s brand from the Twitter acquisition, however, might be a problem. Tesla has become the world’s most valuable car company without spending on traditional advertising. That was possible thanks to Musk’s personal brand as a someone working to save the environment. Now, Musk’s reputation is at risk as he wades into social-media management—and occasionally tweets conspiracy theories. To counteract that, Tesla may need to start considering how to separate its brand from that of its CEO.</p><p>“The best thing Tesla can do right now is to focus on branding Tesla as Tesla,” says Gerber. “Tesla should not just be Elon.”</p><p>Doing so could be expensive if it relies on advertising. GM and Ford spent more than $6 billion on marketing in 2021 combined, while earning roughly $24 billion in operating profit from $253 billion in combined sales. At a similar ratio of sales and earnings, Tesla could spend $3 billion to $4 billion on ads annually, or about 15% of expected 2023 operating profit of $22 billion.</p><p>If investors become convinced that Tesla is just another car company, it could trade at valuations closer to Porsche (P911.Germany) shares, which go for almost 18 times estimated 2023 earnings, or Toyota Motor (TM), at about nine times, rather than the 37 times it currently fetches.</p><p>Of all the risks Tesla faces, maintaining brand strength may be the one to worry about the most.</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>Twitter Is Elon Musk’s Biggest Test—and Tesla’s Biggest Challenge</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\">\nTwitter Is Elon Musk’s Biggest Test—and Tesla’s Biggest Challenge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 07:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-threat-51667599781?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk officially owns Twitter—and now the hand-wringing about his ability to oversee the rest of his empire has begun again. Of all the concerns around Tesla,however, Musk’s ability to manage his ...</p>\n\n<a href=\"https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-threat-51667599781?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":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-threat-51667599781?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187333009","content_text":"Elon Musk officially owns Twitter—and now the hand-wringing about his ability to oversee the rest of his empire has begun again. Of all the concerns around Tesla,however, Musk’s ability to manage his time is probably furthest down the list.Musk likes to think of himself as a problem solver, and he has a big one to solve in Twitter. The social-media company is far from profitable, and Musk loaded it up with debt to make the acquisition. Finding a way to cut costs while generating new revenue from the largest tech leveraged buyout ever is a challenge that will test his problem-solving skills and pull his attention away from Tesla (ticker: TSLA), SpaceX, The Boring Co., and Neuralink, the four other companies he controls.But the days of any one of these companies needing Musk’s full attention are slowly fading. Tesla is now a very profitable auto maker, with less demand for a visionary leader and more for managers who have an operator’s touch. SpaceX has become a dominant, if not the dominant, player in the new space race, while Neuralink and Boring are the rounding errors in Musk’s massive portfolio. What’s more, Musk is a better manager than he has been given credit for, and the culture he has built at his companies should be strong enough to stay the course, even if he’s distracted.“This is a tricky tight-wire balancing act for Musk, given how large and diverse his empire has become,” says Wedbush Securities analyst Dan Ives, adding that it “is a near-term storm that will pass.”Musk’s empire is huge. There’s Tesla, of course, which is worth some $700 billion based on a stock price of about $220, three times more than the next most-valuable auto maker. SpaceX, which pioneered reusable rockets and space-based high-speed internet, is worth another $125 billion based on its August capital raise, making it one of the five most valuable aerospace companies on the planet. The Boring Co., which is worth $6 billion, aims to solve the problem of urban traffic congestion by digging tunnels faster and cheaper than in the past. Neuralink, meanwhile, is investigating machine-brain interfaces and is worth about $1 billion.Add it all up and the companies were worth $832 billion before Musk decided to add Twitter to his domain.The market value of Musk’s companies isn’t the only thing that’s large. Tesla employs some 110,000 people, while SpaceX has a payroll of about 12,000. Neuralink and The Boring Co. each have 200 workers on staff. Twitter, even after layoffs that could total half of its pre-Musk employees, would still have almost 4,000 on the payroll. That’s 125,000-plus who work for Musk, nearly as many as the roughly 157,000 General Motors (GM) employs or Boeing’s (BA) 142,000 workers. Tesla’s employees work in places as far-flung as Fremont, Calif.; Nevada; Austin, Texas; Buffalo, N.Y.; Berlin; and Shanghai.It’s nearly unprecedented for one person to manage such a large and valuable group of companies. Steve Jobs tackled Pixar and Apple at the same time, though Pixar was relatively small and was bought by Walt Disney (DIS) for $7 billion in 2006.Liberty Media’sJohn Malonecontrols more than a few companies via tracking stocks, including Formula One (FWONK), the Atlanta Braves Maj or League Baseballteam (BATRA), satellite-radio company SiriusXM (LSXMA), and home-shopping leader QVC, as well as Liberty’s other media companies. Together, though, they employ roughly 45,000 people and have a combined market capitalization of an estimated $27 billion.Warren Buffett’s Berkshire Hathaway (BRK.A) might be a better comparison. Berkshire owns more than 60 companies, employs 370,000 people, and is worth $625 billion. But there is a key difference between Musk and Buffett. Buffett is an investor and a delegator. He buys companies with strong management teams and then lets the managers run the businesses. He also has long had Charlie Munger to help him, and a deep bench of talent to call on—deep enough that investors have spent years speculating about who will run Berkshire once Buffett steps down.Musk, on the other hand, doesn’t delegate like Buffett or Malone. When Tesla was smaller, his desk was on the factory floor in Fremont, and he still wades into Tesla technical and engineering decisions. Outside of SpaceX, which is run day-to-day by Gwynne Shotwell, most observers would be hard-pressed to name the executives and managers that are essential to Tesla, Neuralink, and The Boring Co. That makes sense for the smaller, privately held Boring and Neuralink, but Tesla has only three executives listed in its proxy filing—Musk, Chief Financial Officer Zachary Kirkhorn, and engineering chief Drew Baglino.The Twitter distraction comes at what looks to be a critical time for Tesla, which is ramping up production at two new assembly plants, in Berlin and Austin. Tesla wants to deliver 50% more vehicles a year on average, which would mean it has to ship some five million cars in 2025.Hitting those numbers will probably require a new plant, more company-owned battery capacity, and, very likely, a new low-price model, as well. There’s also the risk that Tesla can deliver those volumes but that demand for its cars just isn’t there as EV alternatives from Ford Motor (F), GM, and just about every other auto maker become available.Musk’s full attention, however, might not be as important as it once was. At SpaceX, Shotwell isn’t afraid of making hard decisions and has a reputation for persuasiveness—she sold SpaceX launch services to customers such as NASA before the company had successfully launched a rocket—and for optimism. The Boring Co. and Neuralink are overseen by Jared Birchall, who worked at Merrill Lynch, Morgan Stanley, and Goldman Sachs before taking over Musk’s investments in 2016. He’s someone Musk trusts with everything from managing his considerable pile of money to managing his life.And at Tesla, Musk has built a bench—and a culture—that should be able to handle his absences. Musk likes to create cross-functional teams, populated with engineers, to solve problems. It’s a collaborative environment, but Musk also has very high expectations and little patience for excuses. Musk is also an intensely logical person, says an executive at a large industrial firm who once worked with him in an executive capacity at SpaceX. When Musk attacks problems, “there is no guessing; there is no subjectivity. [He] always tries to get to the objective root of [problems].”Musk also requires people to work on problems outside their immediate expertise. Many of the engineers hired at SpaceX, for instance, came from outside the aerospace industry. That decision turned out to be a boon for SpaceX, which completely upended the then-current space industry by doing things in a way existing players couldn’t imagine. Likewise, Konstantinos Laskaris, Tesla’s principal motor designer, was the one tapped to explain actuator design for the joints on Tesla’s humanoid robot at the company’s second annual Artificial Intelligence Day.In fact, Tesla’s bench may be deeper than it’s given credit for. Kirkhorn, the CFO, is “super competent” and “so smart” as a manager, says Gerber Kawasaki Wealth Management President Ross Gerber. Baglino, whose official title is senior vice president of powertrain and energy engineering, took over for co-founder and former Chief Technology Officer J.B. Straubel in 2019 and has played a prominent role in earnings calls and at Tesla’s 2020 Battery Technology Day, though he remains something of a mystery to investors. Investors and analysts mostly deal with investor-relations head Martin Viecha, who Gerber describes as “almost like a chief of staff.”Others who could be tasked with doing more as Musk’s attention turns to Twitter include Franz von Holzhausen, Tesla’s design chief; Ashok Elluswamy, who oversees driver-assistance software; and Lars Moravy, vice president of vehicle engineering, who has been taking apart cars since he was a teenager. They should be able to handle it. “Tesla is now a very big company with a lot of capable talents, executing very autonomously,” says New Street Research analyst Pierre Ferragu. “This makes the Twitter distraction a limited risk to Tesla.”Damage to Tesla’s brand from the Twitter acquisition, however, might be a problem. Tesla has become the world’s most valuable car company without spending on traditional advertising. That was possible thanks to Musk’s personal brand as a someone working to save the environment. Now, Musk’s reputation is at risk as he wades into social-media management—and occasionally tweets conspiracy theories. To counteract that, Tesla may need to start considering how to separate its brand from that of its CEO.“The best thing Tesla can do right now is to focus on branding Tesla as Tesla,” says Gerber. “Tesla should not just be Elon.”Doing so could be expensive if it relies on advertising. GM and Ford spent more than $6 billion on marketing in 2021 combined, while earning roughly $24 billion in operating profit from $253 billion in combined sales. At a similar ratio of sales and earnings, Tesla could spend $3 billion to $4 billion on ads annually, or about 15% of expected 2023 operating profit of $22 billion.If investors become convinced that Tesla is just another car company, it could trade at valuations closer to Porsche (P911.Germany) shares, which go for almost 18 times estimated 2023 earnings, or Toyota Motor (TM), at about nine times, rather than the 37 times it currently fetches.Of all the risks Tesla faces, maintaining brand strength may be the one to worry about the most.","news_type":1},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986316620,"gmtCreate":1666885703961,"gmtModify":1676537824716,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986316620","repostId":"2278050145","repostType":2,"repost":{"id":"2278050145","kind":"highlight","pubTimestamp":1666884010,"share":"https://ttm.financial/m/news/2278050145?lang=&edition=fundamental","pubTime":"2022-10-27 23:20","market":"us","language":"en","title":"Adding $200 to These 4 Stocks Would Be a Genius Move Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2278050145","media":"Motley Fool","summary":"A reasonably small amount of money can go a long way when invested in game-changing companies.","content":"<html><head></head><body><p>Making money on Wall Street has proved exceptionally difficult in 2022. Since each of the major U.S. stock indexes hit their respective all-time highs between the midpoint of November 2021 and the first week of January 2022, they&#39;ve all plunged into a bear market. The <b>Nasdaq Composite</b> has fared the worst, with a peak-to-trough decline of as much as 38%.</p><p>Over short time frames, bear markets can be unnerving. The velocity of downside moves, coupled with unrealized losses, can make even tenured investors question their thesis. Yet history has proved time and again that buying high-quality stocks during double-digit percentage downturns in the broader market is a smart decision.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf019846333724a6e561405f185461be\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><p>Best of all, since most online brokerages have eliminated commissions and minimum-deposit requirements, any amount of money -- even $200 -- can be the right amount to put to work during this downturn.</p><p>If you have $200 ready to invest that won&#39;t be needed to cover emergencies or pay bills, adding it to these four stocks would be a genius move right now.</p><h2>Bank of America</h2><p>The first phenomenal stock that would make for a smart add with $200 is money-center giant <b>Bank of America</b>. Even though bank stocks are cyclical and fears of a recession are brewing in the U.S., BofA has two important trends working in its favor.</p><p>To begin with, no money-center bank is more interest-sensitive than Bank of America. Normally, this would be a bad thing during a bear market, as we&#39;d expect the Federal Reserve to step in with a variety of monetary easing measures. But that&#39;s not the case this time around.</p><p>With inflation running hotter than at any point in the past four decades, the nation&#39;s central bank has no choice but to aggressively raise interest rates. For BofA, this means billions of dollars in added net interest income from its variable-rate outstanding loans. And it doesn&#39;t have to do any extra work to generate this extra income.</p><p>The other oft-overlooked catalyst for Bank of America is its growing digital engagement. Investing heavily in digitization has helped increase its number of active monthly digital users to 43 million as of the end of September. More importantly, 48% of total sales are being completed online or via mobile app, which is up 19 percentage points from the comparable quarter in 2019.  Because digital interactions cost a fraction of what in-person or phone-based interactions run, BofA is able to save money by consolidating some of its physical branches. This is making an already cheap stock that much more attractive.</p><h2>Enterprise Products Partners</h2><p>Another genius stock to buy with $200 is midstream oil and gas company <b>Enterprise Products Partners</b>. While some investors might be leery of energy stocks considering the wild ride they were taken on during the initial stages of the pandemic, Enterprise can easily allay these concerns.</p><p>The important thing for investors to understand about Enterprise Products Partners is that it&#39;s a midstream operator. As such, it&#39;s a middleman that operates more than 50,000 miles of transmission pipelines and can store up to 14 billion cubic feet of natural gas. Companies that move, store, and process oil and natural gas like Enterprise Products Partners work on long-term fixed-fee or volume-based contracts that produce very predictable operating cash flow. So wild fluctuations in the spot price of oil and natural gas have virtually no impact on the company&#39;s cash flow.</p><p>Another key catalyst for Enterprise Products Partners is the globally broken energy supply chain. For more than two years, the pandemic has discouraged major energy companies from putting money to work due to economic uncertainty. And Russia - Ukraine war has put oil and natural gas transmission to parts of Europe in doubt. With no means to quickly boost worldwide oil and gas supply, energy commodity prices should remain elevated. That&#39;ll likely encourage drilling projects in the U.S. and only further increase demand for energy infrastructure.</p><p>And if that&#39;s still not enough, Enterprise Products Partners is yielding 7.6% and has increased its base annual distribution in each of the past 24 years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a4c15c9186fe5a7cb18a1654fb7cd5\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Upstart Holdings</h2><p>A third stock begging to be bought with $200 is cloud-based lending platform <b>Upstart Holdings</b>. Though you&#39;re right to suspect that a lending platform would run into some struggles with interest rates climbing, Upstart offers competitive advantages that make it a smart buy even in a challenging environment.</p><p>What separates Upstart from its competition is the company&#39;s artificial intelligence (AI) based platform that shuns traditional credit-score metrics in favor of machine learning. All told, nearly three-quarters of Upstart loan applications are fully automated and approved. That saves time and costs for lending institutions.</p><p>Furthermore, as I&#39;ve previously pointed out, Upstart&#39;s AI-driven platform has led to a broader mix of applicants being approved for loans. On average, Upstart-approved loans have a lower credit score than traditionally vetted loans. But when compared to each other, delinquency rates have been similar for both types of loans. The takeaway is that the company can increase the customer pool for banks and credit unions without adversely affecting their credit risk.</p><p>Something else to consider is that Upstart is still <i>very</i> early in its expansion. Throughout most of its young history, it has focused on vetting personal loans. But it&#39;s now engaged in auto-loan originations and small-business loans. On a combined basis, auto and small-business loans represent 10 times the loan market value of just personal loans. Upstart has industry disruptor potential written all over it.</p><h2>CrowdStrike Holdings</h2><p>Finally, cybersecurity company <b>CrowdStrike Holdings</b> would be a genius stock to buy with $200 right now. Although growth stocks with premium valuations have fared poorly in 2022, there are very good reasons CrowdStrike can sustain its premium multiple as it grows.</p><p>For one, cybersecurity has become a basic necessity. It doesn&#39;t matter how well or poorly the U.S. economy is performing; hackers and robots don&#39;t take a day off. This need for businesses to protect sensitive data provides a relatively safe demand floor beneath most cybersecurity companies.</p><p>More specific to CrowdStrike, it has the cloud-native Falcon security platform in its corner. Falcon relies on AI to grow smarter at identifying and responding to potential end-user threats over time. Even though CrowdStrike&#39;s cybersecurity services are costlier than some of its competitors, the company&#39;s gross retention rate has modestly climbed over the trailing-five-year period.  That&#39;s an indication its customers trust the product(s).</p><p>But what makes CrowdStrike such a surefire investment for growth seekers is its ability to get its existing clients to spend more. While its new-customer acquisition has been impressive, growing the percentage of customers that purchased four or more cloud-module subscriptions from less than 10% to over 70% in a five-year stretch is astounding. If add-on purchases continue at this pace, the company will have no trouble eventually surpassing an 80% adjusted subscription gross margin.</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>Adding $200 to These 4 Stocks Would Be a Genius Move 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\">\nAdding $200 to These 4 Stocks Would Be a Genius Move Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/27/adding-200-to-these-4-stocks-genius-move-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Making money on Wall Street has proved exceptionally difficult in 2022. Since each of the major U.S. stock indexes hit their respective all-time highs between the midpoint of November 2021 and the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/27/adding-200-to-these-4-stocks-genius-move-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","CRWD":"CrowdStrike Holdings, Inc.","UPST":"Upstart Holdings, Inc.","EPD":"Enterprise Products Partners L.P"},"source_url":"https://www.fool.com/investing/2022/10/27/adding-200-to-these-4-stocks-genius-move-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278050145","content_text":"Making money on Wall Street has proved exceptionally difficult in 2022. Since each of the major U.S. stock indexes hit their respective all-time highs between the midpoint of November 2021 and the first week of January 2022, they've all plunged into a bear market. The Nasdaq Composite has fared the worst, with a peak-to-trough decline of as much as 38%.Over short time frames, bear markets can be unnerving. The velocity of downside moves, coupled with unrealized losses, can make even tenured investors question their thesis. Yet history has proved time and again that buying high-quality stocks during double-digit percentage downturns in the broader market is a smart decision.Image source: Getty Images.Best of all, since most online brokerages have eliminated commissions and minimum-deposit requirements, any amount of money -- even $200 -- can be the right amount to put to work during this downturn.If you have $200 ready to invest that won't be needed to cover emergencies or pay bills, adding it to these four stocks would be a genius move right now.Bank of AmericaThe first phenomenal stock that would make for a smart add with $200 is money-center giant Bank of America. Even though bank stocks are cyclical and fears of a recession are brewing in the U.S., BofA has two important trends working in its favor.To begin with, no money-center bank is more interest-sensitive than Bank of America. Normally, this would be a bad thing during a bear market, as we'd expect the Federal Reserve to step in with a variety of monetary easing measures. But that's not the case this time around.With inflation running hotter than at any point in the past four decades, the nation's central bank has no choice but to aggressively raise interest rates. For BofA, this means billions of dollars in added net interest income from its variable-rate outstanding loans. And it doesn't have to do any extra work to generate this extra income.The other oft-overlooked catalyst for Bank of America is its growing digital engagement. Investing heavily in digitization has helped increase its number of active monthly digital users to 43 million as of the end of September. More importantly, 48% of total sales are being completed online or via mobile app, which is up 19 percentage points from the comparable quarter in 2019.  Because digital interactions cost a fraction of what in-person or phone-based interactions run, BofA is able to save money by consolidating some of its physical branches. This is making an already cheap stock that much more attractive.Enterprise Products PartnersAnother genius stock to buy with $200 is midstream oil and gas company Enterprise Products Partners. While some investors might be leery of energy stocks considering the wild ride they were taken on during the initial stages of the pandemic, Enterprise can easily allay these concerns.The important thing for investors to understand about Enterprise Products Partners is that it's a midstream operator. As such, it's a middleman that operates more than 50,000 miles of transmission pipelines and can store up to 14 billion cubic feet of natural gas. Companies that move, store, and process oil and natural gas like Enterprise Products Partners work on long-term fixed-fee or volume-based contracts that produce very predictable operating cash flow. So wild fluctuations in the spot price of oil and natural gas have virtually no impact on the company's cash flow.Another key catalyst for Enterprise Products Partners is the globally broken energy supply chain. For more than two years, the pandemic has discouraged major energy companies from putting money to work due to economic uncertainty. And Russia - Ukraine war has put oil and natural gas transmission to parts of Europe in doubt. With no means to quickly boost worldwide oil and gas supply, energy commodity prices should remain elevated. That'll likely encourage drilling projects in the U.S. and only further increase demand for energy infrastructure.And if that's still not enough, Enterprise Products Partners is yielding 7.6% and has increased its base annual distribution in each of the past 24 years.Image source: Getty Images.Upstart HoldingsA third stock begging to be bought with $200 is cloud-based lending platform Upstart Holdings. Though you're right to suspect that a lending platform would run into some struggles with interest rates climbing, Upstart offers competitive advantages that make it a smart buy even in a challenging environment.What separates Upstart from its competition is the company's artificial intelligence (AI) based platform that shuns traditional credit-score metrics in favor of machine learning. All told, nearly three-quarters of Upstart loan applications are fully automated and approved. That saves time and costs for lending institutions.Furthermore, as I've previously pointed out, Upstart's AI-driven platform has led to a broader mix of applicants being approved for loans. On average, Upstart-approved loans have a lower credit score than traditionally vetted loans. But when compared to each other, delinquency rates have been similar for both types of loans. The takeaway is that the company can increase the customer pool for banks and credit unions without adversely affecting their credit risk.Something else to consider is that Upstart is still very early in its expansion. Throughout most of its young history, it has focused on vetting personal loans. But it's now engaged in auto-loan originations and small-business loans. On a combined basis, auto and small-business loans represent 10 times the loan market value of just personal loans. Upstart has industry disruptor potential written all over it.CrowdStrike HoldingsFinally, cybersecurity company CrowdStrike Holdings would be a genius stock to buy with $200 right now. Although growth stocks with premium valuations have fared poorly in 2022, there are very good reasons CrowdStrike can sustain its premium multiple as it grows.For one, cybersecurity has become a basic necessity. It doesn't matter how well or poorly the U.S. economy is performing; hackers and robots don't take a day off. This need for businesses to protect sensitive data provides a relatively safe demand floor beneath most cybersecurity companies.More specific to CrowdStrike, it has the cloud-native Falcon security platform in its corner. Falcon relies on AI to grow smarter at identifying and responding to potential end-user threats over time. Even though CrowdStrike's cybersecurity services are costlier than some of its competitors, the company's gross retention rate has modestly climbed over the trailing-five-year period.  That's an indication its customers trust the product(s).But what makes CrowdStrike such a surefire investment for growth seekers is its ability to get its existing clients to spend more. While its new-customer acquisition has been impressive, growing the percentage of customers that purchased four or more cloud-module subscriptions from less than 10% to over 70% in a five-year stretch is astounding. If add-on purchases continue at this pace, the company will have no trouble eventually surpassing an 80% adjusted subscription gross margin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980200215,"gmtCreate":1665727210637,"gmtModify":1676537656325,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980200215","repostId":"2275086626","repostType":4,"repost":{"id":"2275086626","kind":"highlight","pubTimestamp":1665719467,"share":"https://ttm.financial/m/news/2275086626?lang=&edition=fundamental","pubTime":"2022-10-14 11:51","market":"us","language":"en","title":"3 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2275086626","media":"Motley Fool","summary":"All three companies could stage a dramatic comeback due to the dominance of key niches.","content":"<html><head></head><body><p>Cathie Wood continues to challenge conventional wisdom. She believes the Federal Reserve has tightened too aggressively and will have to reverse course sooner than anticipated.</p><p>She also thinks that innovation leaders will be the first stocks to emerge from this downturn. If she&#39;s correct, <b>Roku</b>, <b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</b>, and <b><a href=\"https://laohu8.com/S/SQ\">Block</a></b> are three top <b>Ark Innovation ETF</b> holdings that should lead the way.</p><h2>1. Roku</h2><p>Television is switching to streaming, and Roku has placed itself in the center of that trend. While it may appear to merely aggregate all the streaming channels on to one platform, its strength from the investor perspective is advertising. Since its site caters most strongly to advertisers, Roku gives programming providers an outlet for revenue generation as broadcast TV transitions to streaming.</p><p>Cathie Wood recently gave Roku a $605 per-share price target by 2026. However, investors seem to feel differently, as they have sold Roku stock amid the bear market, which has fallen nearly 90% from its February 2021 high. Supply chain constraints regarding equipment and slowing growth in ad spending put further pressure on the stock. Roku forecast just 3% revenue growth in Q3, down from 56% in 2021.</p><p>But for all the problems, Roku claims a leading 31% market share in global streaming, according to Conviva. Moreover, for the 2022-23 television season, it received over $1 billion in commitments due to deals with all seven major agency holding companies.</p><p>And investors should note that revenue growth remains positive, rising 23% year over year to $1.5 billion in the first two quarters of 2022.</p><p>Additionally, the 2.5 price-to-sales (P/S) ratio takes its valuation to a record low. Between that valuation and Roku&#39;s increasingly important role in television, buying Roku could become the smartest thing you ever do if it can meet Wood&#39;s price target.</p><h2>2. Zoom</h2><p>Cathie Wood has stood out for her $1,500 per-share price target by 2026 on Zoom. While that could prove aggressive, Zoom has undoubtedly become the platform of choice, as it continues to claim a 74% market share of the online meeting space, according to Datanyze.</p><p>And while that dominance made it a significant Cathie Wood investment, it may be the expanding ecosystem that seals the deal. In addition to Zoom Meetings, offerings such as Zoom Phone, Zoom Contact Center, Zoom Webinars, and others could increasingly coalesce to build a formidable communications ecosystem.</p><p>Zoom Phone, which enables secure voice calls, benefited from record results in its latest quarter (which ended July 31), as accounts of 10,000 or more surged 112% higher year over year. Also, clients such as UCLA and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a> </b>have adopted the Zoom Contact Center.</p><p>Amid this progress, revenue continues to grow -- coming in at $2.2 billion in the first half of the year, up 10%. Also, since the company generated $723 million in free cash flow during the same period, it can continue to invest in itself regardless of interest rates.</p><p>The stock has fallen nearly 90% from its 2020 high, and competition --  particularly from <b>Microsoft</b> -- will continue to loom large. Nonetheless, its P/S ratio of five is at a record low, and if it can build on its dominance in the meeting space, Zoom has a shot at living up to Wood&#39;s expectations.</p><h2>3. Block</h2><p>Jack Dorsey has received a lot of negative reactions from taking Block (formerly known as Square) in a heavily <b>Bitcoin</b>-oriented direction. However, one supporter is Cathie Wood, an early backer of cryptocurrency. Now, with Block eyeing a full-fledged Bitcoin ecosystem, Block could surge much higher if conditions prove Dorsey and Wood right.</p><p>Moreover, Block&#39;s Square ecosystem continues to gain popularity as a financial platform for small and medium-sized businesses in the developed world. This is especially true in the U.S., where it can serve as both a fintech company and traditional bank. Additionally, Cash App has emerged as a popular alternative to <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a></b>&#39;s Venmo social payments platform, growing to more than 80 million users.</p><p>These ecosystems led to a gross profit for the first half of 2022 of almost $2.8 billion, surging 31% compared with the same time frame last year. Still, amid the falling price of Bitcoin and a bear market, Block&#39;s share price has fallen to 2018 levels.</p><p>However, Block&#39;s valuation has also fallen to record lows. While its P/S ratio is just under two, it rises to about three if backing out the 42% of revenue derived from Bitcoin so far this year. That valuation, along with the successes of its Square and Cash App segments, could make it a buy even if one is leery about Wood&#39;s and Dorsey&#39;s predictions for Bitcoin.</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 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market</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 Cathie Wood Stocks That Could Deliver Bigger Gains Than the Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/13/3-cathie-wood-stocks-that-could-deliver-bigger-gai/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood continues to challenge conventional wisdom. She believes the Federal Reserve has tightened too aggressively and will have to reverse course sooner than anticipated.She also thinks that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/13/3-cathie-wood-stocks-that-could-deliver-bigger-gai/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","SQ":"Block","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2022/10/13/3-cathie-wood-stocks-that-could-deliver-bigger-gai/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275086626","content_text":"Cathie Wood continues to challenge conventional wisdom. She believes the Federal Reserve has tightened too aggressively and will have to reverse course sooner than anticipated.She also thinks that innovation leaders will be the first stocks to emerge from this downturn. If she's correct, Roku, Zoom Video Communications, and Block are three top Ark Innovation ETF holdings that should lead the way.1. RokuTelevision is switching to streaming, and Roku has placed itself in the center of that trend. While it may appear to merely aggregate all the streaming channels on to one platform, its strength from the investor perspective is advertising. Since its site caters most strongly to advertisers, Roku gives programming providers an outlet for revenue generation as broadcast TV transitions to streaming.Cathie Wood recently gave Roku a $605 per-share price target by 2026. However, investors seem to feel differently, as they have sold Roku stock amid the bear market, which has fallen nearly 90% from its February 2021 high. Supply chain constraints regarding equipment and slowing growth in ad spending put further pressure on the stock. Roku forecast just 3% revenue growth in Q3, down from 56% in 2021.But for all the problems, Roku claims a leading 31% market share in global streaming, according to Conviva. Moreover, for the 2022-23 television season, it received over $1 billion in commitments due to deals with all seven major agency holding companies.And investors should note that revenue growth remains positive, rising 23% year over year to $1.5 billion in the first two quarters of 2022.Additionally, the 2.5 price-to-sales (P/S) ratio takes its valuation to a record low. Between that valuation and Roku's increasingly important role in television, buying Roku could become the smartest thing you ever do if it can meet Wood's price target.2. ZoomCathie Wood has stood out for her $1,500 per-share price target by 2026 on Zoom. While that could prove aggressive, Zoom has undoubtedly become the platform of choice, as it continues to claim a 74% market share of the online meeting space, according to Datanyze.And while that dominance made it a significant Cathie Wood investment, it may be the expanding ecosystem that seals the deal. In addition to Zoom Meetings, offerings such as Zoom Phone, Zoom Contact Center, Zoom Webinars, and others could increasingly coalesce to build a formidable communications ecosystem.Zoom Phone, which enables secure voice calls, benefited from record results in its latest quarter (which ended July 31), as accounts of 10,000 or more surged 112% higher year over year. Also, clients such as UCLA and Warner Bros. Discovery have adopted the Zoom Contact Center.Amid this progress, revenue continues to grow -- coming in at $2.2 billion in the first half of the year, up 10%. Also, since the company generated $723 million in free cash flow during the same period, it can continue to invest in itself regardless of interest rates.The stock has fallen nearly 90% from its 2020 high, and competition --  particularly from Microsoft -- will continue to loom large. Nonetheless, its P/S ratio of five is at a record low, and if it can build on its dominance in the meeting space, Zoom has a shot at living up to Wood's expectations.3. BlockJack Dorsey has received a lot of negative reactions from taking Block (formerly known as Square) in a heavily Bitcoin-oriented direction. However, one supporter is Cathie Wood, an early backer of cryptocurrency. Now, with Block eyeing a full-fledged Bitcoin ecosystem, Block could surge much higher if conditions prove Dorsey and Wood right.Moreover, Block's Square ecosystem continues to gain popularity as a financial platform for small and medium-sized businesses in the developed world. This is especially true in the U.S., where it can serve as both a fintech company and traditional bank. Additionally, Cash App has emerged as a popular alternative to PayPal's Venmo social payments platform, growing to more than 80 million users.These ecosystems led to a gross profit for the first half of 2022 of almost $2.8 billion, surging 31% compared with the same time frame last year. Still, amid the falling price of Bitcoin and a bear market, Block's share price has fallen to 2018 levels.However, Block's valuation has also fallen to record lows. While its P/S ratio is just under two, it rises to about three if backing out the 42% of revenue derived from Bitcoin so far this year. That valuation, along with the successes of its Square and Cash App segments, could make it a buy even if one is leery about Wood's and Dorsey's predictions for Bitcoin.","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980133402,"gmtCreate":1665670539506,"gmtModify":1676537646652,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980133402","repostId":"2274659158","repostType":2,"repost":{"id":"2274659158","kind":"highlight","pubTimestamp":1665674730,"share":"https://ttm.financial/m/news/2274659158?lang=&edition=fundamental","pubTime":"2022-10-13 23:25","market":"us","language":"en","title":"Want to Collect 4% in Dividends Every Month? Buy These 3 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2274659158","media":"Motley Fool","summary":"These stocks pay at different intervals and collectively can ensure you're collecting a dividend payment each month.","content":"<html><head></head><body><p>Investing in dividend stocks is a good way to combat inflation and a bear market. Collecting a recurring dividend payment can strengthen your financial position and improve your portfolio&#39;s returns.</p><p>And there are plenty of high-yielding stocks out there that pay much more than the <b>S&amp;P 500</b> dividend yield of 1.8%. <b>Gilead Sciences</b>, <b>AT&amp;T</b>, and <b>TC Energy</b> all pay more than <i>double</i> that amount. And if you invest in all three, you can ensure that you&#39;re collecting a high dividend every month of the year.</p><h2>1. Gilead Sciences</h2><p>Healthcare company Gilead Sciences generates the bulk of its money from HIV medicines, although it also has an oncology business that has been growing. Cancer drug Trodelvy has brought in $305 million in sales through the first six months of the year, representing year-over-year growth of 90%. But it&#39;s still in its early stages, as the drug could generate up to $3 billion in revenue at its peak.</p><p>Overall, the company&#39;s revenue after the first two quarters of 2022 has totaled $12.9 billion and is up 2%, thanks to both Trodelvy and HIV sales, which are up 5% year over year. Year-to-date profits of $1.2 billion are down from the $3.3 billion that the company generated a year ago, but that&#39;s largely due to in-process research and development impairment of $2.7 billion that Gilead recorded earlier this year, stemming from an acquisition in 2020. The charge is nonrecurring and shouldn&#39;t detract investors from what&#39;s still a solid business.</p><p>Gilead&#39;s dividend currently yields 4.5%, and the company makes payments every March, June, September, and December.</p><h2>2. AT&amp;T</h2><p>Telecom company AT&amp;T spun off WarnerMedia earlier this year (now part of <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b>) as it sought to simplify its business. Combining streaming with telecom could have made it difficult for the company to balance both its dividend while also pursuing a growth strategy that would have seen it go up against big names like <b>Walt Disney</b> and <b>Netflix</b>.</p><p>As a result of the spinoff, AT&amp;T is in the midst of a transition, and investors may be concerned about the dividend. However, management projects that by the end of the year, it can shave more than $4 billion in annualized costs from its books. That would go a long way in making investors feel comfortable about the dividend, which costs the company over $8 billion during a 12-month period.</p><p>This year, AT&amp;T is projecting a free cash flow of about $14 billion. There is already a buffer between the dividend and free cash flow, but additional cost savings will help make AT&amp;T a more tenable investment for risk-averse investors.</p><p>There is some risk with AT&amp;T&#39;s 7.4% yield, especially after the company said its customers were slower at paying their bills when it last reported earnings in July. But as long as that situation doesn&#39;t deteriorate further and if the company can come through on its cost-saving goals for the year, AT&amp;T could make for an underrated, contrarian buy right now. The telecom giant makes dividend payments in February, May, August, and November.</p><h2>3. TC Energy</h2><p>Energy infrastructure company TC Energy makes for a safe, solid income investment to own. It transports oil and natural gas on its pipelines, which help connect Canada, the U.S., and Mexico. It also has power-generation facilities that power millions of homes.</p><p>The company&#39;s business has been fairly stable, with TC Energy projecting that this year its comparable earnings per share will be in line with what it reported last year. Through the first six months of the year, TC Energy&#39;s comparable earnings total CA$2.1 billion and are down less than 3% from what the business generated a year earlier.</p><p>The consistency in TC Energy&#39;s business makes it a reliable dividend stock to own; in each of the past four years, its annual revenue has been between CA$13 billion and CA$13.7 billion. And at 6.3%, investors can collect a fairly high yield from the stock.</p><p>TC Energy has also increased its dividend for more than 20 years in a row, averaging a compounded annual growth rate of 7% during that time. The company normally makes dividend payments every January, April, July, and October.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Want to Collect 4% in Dividends Every Month? Buy These 3 Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWant to Collect 4% in Dividends Every Month? Buy These 3 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-13 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/12/want-to-collect-4-in-dividends-every-month-buy-the/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing in dividend stocks is a good way to combat inflation and a bear market. Collecting a recurring dividend payment can strengthen your financial position and improve your portfolio's returns....</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/12/want-to-collect-4-in-dividends-every-month-buy-the/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"美国电话电报","GILD":"吉利德科学","TRP":"TC Energy"},"source_url":"https://www.fool.com/investing/2022/10/12/want-to-collect-4-in-dividends-every-month-buy-the/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274659158","content_text":"Investing in dividend stocks is a good way to combat inflation and a bear market. Collecting a recurring dividend payment can strengthen your financial position and improve your portfolio's returns.And there are plenty of high-yielding stocks out there that pay much more than the S&P 500 dividend yield of 1.8%. Gilead Sciences, AT&T, and TC Energy all pay more than double that amount. And if you invest in all three, you can ensure that you're collecting a high dividend every month of the year.1. Gilead SciencesHealthcare company Gilead Sciences generates the bulk of its money from HIV medicines, although it also has an oncology business that has been growing. Cancer drug Trodelvy has brought in $305 million in sales through the first six months of the year, representing year-over-year growth of 90%. But it's still in its early stages, as the drug could generate up to $3 billion in revenue at its peak.Overall, the company's revenue after the first two quarters of 2022 has totaled $12.9 billion and is up 2%, thanks to both Trodelvy and HIV sales, which are up 5% year over year. Year-to-date profits of $1.2 billion are down from the $3.3 billion that the company generated a year ago, but that's largely due to in-process research and development impairment of $2.7 billion that Gilead recorded earlier this year, stemming from an acquisition in 2020. The charge is nonrecurring and shouldn't detract investors from what's still a solid business.Gilead's dividend currently yields 4.5%, and the company makes payments every March, June, September, and December.2. AT&TTelecom company AT&T spun off WarnerMedia earlier this year (now part of Warner Bros. Discovery) as it sought to simplify its business. Combining streaming with telecom could have made it difficult for the company to balance both its dividend while also pursuing a growth strategy that would have seen it go up against big names like Walt Disney and Netflix.As a result of the spinoff, AT&T is in the midst of a transition, and investors may be concerned about the dividend. However, management projects that by the end of the year, it can shave more than $4 billion in annualized costs from its books. That would go a long way in making investors feel comfortable about the dividend, which costs the company over $8 billion during a 12-month period.This year, AT&T is projecting a free cash flow of about $14 billion. There is already a buffer between the dividend and free cash flow, but additional cost savings will help make AT&T a more tenable investment for risk-averse investors.There is some risk with AT&T's 7.4% yield, especially after the company said its customers were slower at paying their bills when it last reported earnings in July. But as long as that situation doesn't deteriorate further and if the company can come through on its cost-saving goals for the year, AT&T could make for an underrated, contrarian buy right now. The telecom giant makes dividend payments in February, May, August, and November.3. TC EnergyEnergy infrastructure company TC Energy makes for a safe, solid income investment to own. It transports oil and natural gas on its pipelines, which help connect Canada, the U.S., and Mexico. It also has power-generation facilities that power millions of homes.The company's business has been fairly stable, with TC Energy projecting that this year its comparable earnings per share will be in line with what it reported last year. Through the first six months of the year, TC Energy's comparable earnings total CA$2.1 billion and are down less than 3% from what the business generated a year earlier.The consistency in TC Energy's business makes it a reliable dividend stock to own; in each of the past four years, its annual revenue has been between CA$13 billion and CA$13.7 billion. And at 6.3%, investors can collect a fairly high yield from the stock.TC Energy has also increased its dividend for more than 20 years in a row, averaging a compounded annual growth rate of 7% during that time. The company normally makes dividend payments every January, April, July, and October.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917563486,"gmtCreate":1665541447645,"gmtModify":1676537624172,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917563486","repostId":"2274509950","repostType":4,"repost":{"id":"2274509950","kind":"news","pubTimestamp":1665527328,"share":"https://ttm.financial/m/news/2274509950?lang=&edition=fundamental","pubTime":"2022-10-12 06:28","market":"us","language":"en","title":"Tesla Q3: Watch Out For $175 Entry Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=2274509950","media":"Seeking Alpha","summary":"SummaryBased on the price movements caused by its 2022 Q3 delivery and AI day, I foresee Tesla stock a $175-$250 trading window in the near future (till the Q4 delivery).This article will detail my an","content":"<html><head></head><body><h2>Summary</h2><ul><li>Based on the price movements caused by its 2022 Q3 delivery and AI day, I foresee Tesla stock a $175-$250 trading window in the near future (till the Q4 delivery).</li><li>This article will detail my analysis of these trigger points so investors can better prepare for its incoming Q3 earnings report.</li><li>I see more downside than upside in the near term.</li><li>Although a $175 price, if reached, would represent an excellent entry point for both swing trading and long-term holding.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f30162e5d01c89f44270126190415d5e\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>peerapong muangjan/iStock via Getty Images</span></p><h2>Thesis</h2><p>Tesla (NASDAQ:TSLA) experienced its largest one-day selloff recently after the company reported Q3 deliveries that missed consensus expectations. Given the magnitude of such price movements, my view is that the market has already fully bakedits incoming Q3 earnings report (scheduled on Oct. 19, 2022) into the current prices. And as such, I foresee the stock to be range bound between $175 and $250 in the near future. I do not see major catalysts to break this range till its Q4 delivery report.</p><p>This article will detail my analysis of these trigger points so investors can better prepare. Overall, I see more downside (about 22%) than upside (about 12%) in the near term. Although a $175 price, if reached, would represent an excellent entry point for both swing trading and long-term holding.</p><p>For swing traders, fundamental valuation metrics may be misleading for extremely volatile stocks like TSLA. It is a well-known fact, for such stocks, bottom valuation can occur at the bottom of their near-term cycle and vice versa. Hence, swing traders might find the first chart below more helpful. The stock is currently 46.6% off its recent high. And in the past since 2017, the stock has suffered corrections as large as this current only 3 times: in 2019, 2020, and most recently in 2022. As you can see, in each case, the stock staged a rapid rebound shortly afterward. And the $175 price, if reached due to jitter caused by its Q3 earnings report, would represent a 57% decline off its recent peak, closest to the largest retraction of 60% only during the COVID fire sale.</p><p>The remainder of this article is more oriented toward long-term holders. A price of $175 would translate into an FW EV/EBITDA of 26.4x, and next, you will see why such an entry valuation creates favorable returns potential in the long term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5603adba6f02bb330db601263275278\" tg-width=\"640\" tg-height=\"373\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha data</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9369ffd7a8e33867fdda6d2103c79cb0\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Author based on Yahoo data</span></p><h2>Long-term growth potential intact</h2><p>I view the Q3 delivery miss only as a short-term speed bump. To wit, Tesla produced 365,923 vehicles in Q3 and delivered 343,830. These numbers still represent remarkable growth (in the range of 40-50% YOY growth and the range of 30-40% QoQ). However, these numbers missed consensus estimates for deliveries by about 4%.</p><p>First, TSLA still enjoys capital allocation flexibility and is still investing aggressively toward growth. The following chart provides a summary of TSLA maintenance and growth capital spending in the recent past since Jan 2020. Its total depreciation and amortization (&#34;TDA&#34;) are $3.4B. Its CAPEX expenditures are at $7.15B, exceeding its total TDA by $3.75B. In relative terms, its CAPEX expenditures are more than 2x of its TDA.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d6622bf64ea483a455c02f54048b2d6\" tg-width=\"640\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha data</span></p><p>And hence, a large part of its CAPEX spending is toward growth CAPEX. If we approximate its maintenance CAPEX by the TDA, then it has been on average $2.57B since 2020 as seen from the top panel above. And its total CAPEX has been on average $4.76B. The difference of $2.19B can then be used to approximate the amount of growth CAPEX it has been reinvesting. In other words, the growth CAPEX is on average about 46% of the total CAPEX spending in recent years. As a result, its owners&#39; earnings (&#34;OE&#34;) are much higher than its accounting EPS because the growth CAPEX should be added back to its owners&#39; earnings, as shown in the chart below.</p><p>The chart below shows TSLA&#39;s true economic earnings compared to its accounting EPS using Greenwald&#39;s method as detailed in my earlier article or his book entitled Value Investing. As seen, TSLA&#39;s OE has systematically exceeded its accounting EPS and also its FCF (free cash flow) since 2018. As of 2021, its OE is about $9 per share compared to an accounting EPS of only ~$2 per share.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f59bb85704ef18293970f72f967ebe74\" tg-width=\"640\" tg-height=\"402\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><h2>Non-linear growth drivers down the road</h2><p>Looking further out, there are longer-term growth drivers that are highly nonlinear. Currently, TSLA is still a &#34;car&#34; company that derives the bulk of its income from manufacturing and selling cars (84.7% of its total revenue as seen in the chart below).</p><p>However, its other segments, the non-manufacturing segments, are growing rapidly. As a notable example, its automotive services now represent 7.06% of its total revenue. With its FSD potential, such services can break all the limitations of hardware manufacturing. It could become totally scalable just like a software platform, and as a result, enjoys higher-order nonlinear growth. As detailed in my earlier article, a few key factors to consider:</p><blockquote><ol><li><i>FSD can lead to more miles driven. For example, researchers at the</i> <i>Institute of Transportationat the University of California began to show that automated or semi-automated vehicles like those TSLA makes, when there are enough of them in operation, can lead to increased vehicle miles traveled (&#34;VMT&#34;).</i></li><li><i>The FSD technology becomes more valuable when more people use it. In the 2022 Annual</i> <i>Meeting of Stockholders</i> <i>(Thursday, August 4, 2022), Musk believes that Tesla&#39;s cumulative production of vehicles will reach 100 million. Meanwhile, its autonomous driving technology is maturing and scaling up rapidly. As of Q2-2022, over 100,000 Tesla drivers in North America had access to Full Self-Driving Beta. And the accumulated miles driven by Full Self-Driving had been expanding exponentially and reached 35 million miles so far.</i></li></ol></blockquote><p>The factors create new strategies for TSLA to monetize in areas like service sales (service income will be proportional to VMT), insurance income (which would be also proportional to VMT but in a different paradigm with large-scale FSD deployment), and also autonomous driving functions and software.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11e8ebcb6136fb0b69bfd3b8abd66973\" tg-width=\"640\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/><span>BofA data and TSLA presentation</span></p><h2>The near-term headwinds</h2><p>Although in the near term, there is no shortage of headwinds to keep the stock price range bound as mentioned above. And the Q3 delivery miss is a symptom of these ongoing headwinds. These headwinds include limited production and shutdowns at its factory in Shanghai for a large part of 1H 2022 and potential disruptions for the rest of the year also. The company still faces challenges associated with ongoing supply-chain disruptions and labor shortages. At the same, other traditional automakers are investing aggressively in their EV development too and competing fiercely for market share. Also, EV adoption is currently driven primarily by government regulations and subsidies, and these regulations and subsidies could change with short notice.</p><p>These uncertainties are encapsulated in the large variance in the consensus estimates. A total of 31 analysts provided earnings revisions for the last 3 months. And the revisions are close to a perfect split between Up Revisions and Down Revisions. A total of 18 analysts submitted an up revision and 13 a down revision. The revised estimates vary widely too. Even for 2022, the lower end of the consensus EPS is $3.75 and the high end is $6.53, a variance of 74%. And the variance widens further to 112% for 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/333c69cc288ac721e338af33d85b6baf\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><h2>The $175-250 trading range again</h2><p>At its current price level, its valuation is still elevated despite the recent correction. To wit, it is currently valued at around 10.2x EV/sales ratio and 47.8x EV/EBITDA. On an FW basis, the multiples are a bit lower but it is at around 8.3x EV/sales ratio and 33.6x EV/EBITDA. It is expensive both in relative terms and absolute terms in my mind. As a reference point, the overall market is valued at about 3.5x EV/sales and 16x EV/EBITDA. On an absolute scale, leading institutions like BofA Global Research model its near-term valuation around 13x EV/Sales and 55x EV/EBITDA. I think these multiples are way too optimistic given the near-term headwinds and the historical volatility.</p><p>My target valuations are provided in the second chart below. As seen, I am essentially assuming ½ of the valuation provided by BofA in the near term. The lower bound of my price range corresponds to 6.5x FW EV/sales ratio and 26.4x EV/EBITDA. The estimates were made using financial data provided by SA as summarized in the lower part of the table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9cbaf099431a293b3dc5d811169c254\" tg-width=\"640\" tg-height=\"405\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha data</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0decb276cfc925bb3c6b0efa8745e5c5\" tg-width=\"640\" tg-height=\"195\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><h2>Risks and final thoughts</h2><p>To reiterate, I see Tesla stock price oscillating in a relatively narrow range of $175-$250 trading range till the Q4 delivery report. With the recent large price movements, the market has baked in the Q3 earnings report already. Overall, I see more downside in the near term than upside due to the near-term headwinds. Its Q3 delivery miss is a symptom of these headwinds, including the lingering effects from its Shanghai factor shutdown, ongoing supply-chain disruptions, labor shortages, et al.</p><p>While there might be some interesting opportunities for both swing traders and long-term investors, the $175 price, if reached, would represent an excellent entry point for both swing trading and long-term holding. A price of $175 would represent a 57% decline off its recent peak, closest to the largest retraction of 60% only during the COVID firesale. For long-term-oriented investors, a price of $175 would translate into a 26.4x EV/EBITDA, leaving a large margin of safety. It is about ½ of the multiples used by leading institutes such as BofA (55x) and close to its multi-year bottom of 23.6x observed in early 2020. Such a margin of safety shortens the timeframe for its nonlinear growth potential such as production ramp-up and FSD to catch up with its current valuations.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Q3: Watch Out For $175 Entry Opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q3: Watch Out For $175 Entry Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 06:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545981-tesla-tsla-watch-out-for-entry-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBased on the price movements caused by its 2022 Q3 delivery and AI day, I foresee Tesla stock a $175-$250 trading window in the near future (till the Q4 delivery).This article will detail my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545981-tesla-tsla-watch-out-for-entry-opportunity\">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/4545981-tesla-tsla-watch-out-for-entry-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274509950","content_text":"SummaryBased on the price movements caused by its 2022 Q3 delivery and AI day, I foresee Tesla stock a $175-$250 trading window in the near future (till the Q4 delivery).This article will detail my analysis of these trigger points so investors can better prepare for its incoming Q3 earnings report.I see more downside than upside in the near term.Although a $175 price, if reached, would represent an excellent entry point for both swing trading and long-term holding.peerapong muangjan/iStock via Getty ImagesThesisTesla (NASDAQ:TSLA) experienced its largest one-day selloff recently after the company reported Q3 deliveries that missed consensus expectations. Given the magnitude of such price movements, my view is that the market has already fully bakedits incoming Q3 earnings report (scheduled on Oct. 19, 2022) into the current prices. And as such, I foresee the stock to be range bound between $175 and $250 in the near future. I do not see major catalysts to break this range till its Q4 delivery report.This article will detail my analysis of these trigger points so investors can better prepare. Overall, I see more downside (about 22%) than upside (about 12%) in the near term. Although a $175 price, if reached, would represent an excellent entry point for both swing trading and long-term holding.For swing traders, fundamental valuation metrics may be misleading for extremely volatile stocks like TSLA. It is a well-known fact, for such stocks, bottom valuation can occur at the bottom of their near-term cycle and vice versa. Hence, swing traders might find the first chart below more helpful. The stock is currently 46.6% off its recent high. And in the past since 2017, the stock has suffered corrections as large as this current only 3 times: in 2019, 2020, and most recently in 2022. As you can see, in each case, the stock staged a rapid rebound shortly afterward. And the $175 price, if reached due to jitter caused by its Q3 earnings report, would represent a 57% decline off its recent peak, closest to the largest retraction of 60% only during the COVID fire sale.The remainder of this article is more oriented toward long-term holders. A price of $175 would translate into an FW EV/EBITDA of 26.4x, and next, you will see why such an entry valuation creates favorable returns potential in the long term.Seeking Alpha dataAuthor based on Yahoo dataLong-term growth potential intactI view the Q3 delivery miss only as a short-term speed bump. To wit, Tesla produced 365,923 vehicles in Q3 and delivered 343,830. These numbers still represent remarkable growth (in the range of 40-50% YOY growth and the range of 30-40% QoQ). However, these numbers missed consensus estimates for deliveries by about 4%.First, TSLA still enjoys capital allocation flexibility and is still investing aggressively toward growth. The following chart provides a summary of TSLA maintenance and growth capital spending in the recent past since Jan 2020. Its total depreciation and amortization (\"TDA\") are $3.4B. Its CAPEX expenditures are at $7.15B, exceeding its total TDA by $3.75B. In relative terms, its CAPEX expenditures are more than 2x of its TDA.Seeking Alpha dataAnd hence, a large part of its CAPEX spending is toward growth CAPEX. If we approximate its maintenance CAPEX by the TDA, then it has been on average $2.57B since 2020 as seen from the top panel above. And its total CAPEX has been on average $4.76B. The difference of $2.19B can then be used to approximate the amount of growth CAPEX it has been reinvesting. In other words, the growth CAPEX is on average about 46% of the total CAPEX spending in recent years. As a result, its owners' earnings (\"OE\") are much higher than its accounting EPS because the growth CAPEX should be added back to its owners' earnings, as shown in the chart below.The chart below shows TSLA's true economic earnings compared to its accounting EPS using Greenwald's method as detailed in my earlier article or his book entitled Value Investing. As seen, TSLA's OE has systematically exceeded its accounting EPS and also its FCF (free cash flow) since 2018. As of 2021, its OE is about $9 per share compared to an accounting EPS of only ~$2 per share.Author based on Seeking Alpha dataNon-linear growth drivers down the roadLooking further out, there are longer-term growth drivers that are highly nonlinear. Currently, TSLA is still a \"car\" company that derives the bulk of its income from manufacturing and selling cars (84.7% of its total revenue as seen in the chart below).However, its other segments, the non-manufacturing segments, are growing rapidly. As a notable example, its automotive services now represent 7.06% of its total revenue. With its FSD potential, such services can break all the limitations of hardware manufacturing. It could become totally scalable just like a software platform, and as a result, enjoys higher-order nonlinear growth. As detailed in my earlier article, a few key factors to consider:FSD can lead to more miles driven. For example, researchers at the Institute of Transportationat the University of California began to show that automated or semi-automated vehicles like those TSLA makes, when there are enough of them in operation, can lead to increased vehicle miles traveled (\"VMT\").The FSD technology becomes more valuable when more people use it. In the 2022 Annual Meeting of Stockholders (Thursday, August 4, 2022), Musk believes that Tesla's cumulative production of vehicles will reach 100 million. Meanwhile, its autonomous driving technology is maturing and scaling up rapidly. As of Q2-2022, over 100,000 Tesla drivers in North America had access to Full Self-Driving Beta. And the accumulated miles driven by Full Self-Driving had been expanding exponentially and reached 35 million miles so far.The factors create new strategies for TSLA to monetize in areas like service sales (service income will be proportional to VMT), insurance income (which would be also proportional to VMT but in a different paradigm with large-scale FSD deployment), and also autonomous driving functions and software.BofA data and TSLA presentationThe near-term headwindsAlthough in the near term, there is no shortage of headwinds to keep the stock price range bound as mentioned above. And the Q3 delivery miss is a symptom of these ongoing headwinds. These headwinds include limited production and shutdowns at its factory in Shanghai for a large part of 1H 2022 and potential disruptions for the rest of the year also. The company still faces challenges associated with ongoing supply-chain disruptions and labor shortages. At the same, other traditional automakers are investing aggressively in their EV development too and competing fiercely for market share. Also, EV adoption is currently driven primarily by government regulations and subsidies, and these regulations and subsidies could change with short notice.These uncertainties are encapsulated in the large variance in the consensus estimates. A total of 31 analysts provided earnings revisions for the last 3 months. And the revisions are close to a perfect split between Up Revisions and Down Revisions. A total of 18 analysts submitted an up revision and 13 a down revision. The revised estimates vary widely too. Even for 2022, the lower end of the consensus EPS is $3.75 and the high end is $6.53, a variance of 74%. And the variance widens further to 112% for 2023.Author based on Seeking Alpha dataThe $175-250 trading range againAt its current price level, its valuation is still elevated despite the recent correction. To wit, it is currently valued at around 10.2x EV/sales ratio and 47.8x EV/EBITDA. On an FW basis, the multiples are a bit lower but it is at around 8.3x EV/sales ratio and 33.6x EV/EBITDA. It is expensive both in relative terms and absolute terms in my mind. As a reference point, the overall market is valued at about 3.5x EV/sales and 16x EV/EBITDA. On an absolute scale, leading institutions like BofA Global Research model its near-term valuation around 13x EV/Sales and 55x EV/EBITDA. I think these multiples are way too optimistic given the near-term headwinds and the historical volatility.My target valuations are provided in the second chart below. As seen, I am essentially assuming ½ of the valuation provided by BofA in the near term. The lower bound of my price range corresponds to 6.5x FW EV/sales ratio and 26.4x EV/EBITDA. The estimates were made using financial data provided by SA as summarized in the lower part of the table.Seeking Alpha dataAuthor based on Seeking Alpha dataRisks and final thoughtsTo reiterate, I see Tesla stock price oscillating in a relatively narrow range of $175-$250 trading range till the Q4 delivery report. With the recent large price movements, the market has baked in the Q3 earnings report already. Overall, I see more downside in the near term than upside due to the near-term headwinds. Its Q3 delivery miss is a symptom of these headwinds, including the lingering effects from its Shanghai factor shutdown, ongoing supply-chain disruptions, labor shortages, et al.While there might be some interesting opportunities for both swing traders and long-term investors, the $175 price, if reached, would represent an excellent entry point for both swing trading and long-term holding. A price of $175 would represent a 57% decline off its recent peak, closest to the largest retraction of 60% only during the COVID firesale. For long-term-oriented investors, a price of $175 would translate into a 26.4x EV/EBITDA, leaving a large margin of safety. It is about ½ of the multiples used by leading institutes such as BofA (55x) and close to its multi-year bottom of 23.6x observed in early 2020. Such a margin of safety shortens the timeframe for its nonlinear growth potential such as production ramp-up and FSD to catch up with its current valuations.This article is written by Envision Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917351557,"gmtCreate":1665445774079,"gmtModify":1676537606218,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917351557","repostId":"2274560692","repostType":4,"repost":{"id":"2274560692","kind":"highlight","pubTimestamp":1665444746,"share":"https://ttm.financial/m/news/2274560692?lang=&edition=fundamental","pubTime":"2022-10-11 07:32","market":"us","language":"en","title":"Market Sees 60% Chance Musk’s Twitter Deal Makes Oct. 28 Deadline, Cowen Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2274560692","media":"Bloomberg","summary":"Stock trading near $50.50 means arbs see higher odds of closeTwitter shares could fall to $45 if dea","content":"<html><head></head><body><ul><li>Stock trading near $50.50 means arbs see higher odds of close</li><li>Twitter shares could fall to $45 if deal goes beyond Oct. 28</li></ul><p>The market is pricing in just a bit more than the odds of a coin toss that Elon Musk’s deal with Twitter Inc. will close by Oct. 28, a court-issued deadline. That’s the calculation from Aaron Glick, a merger arbitrage strategist at Cowen Inc.</p><p>“Based on my informal survey last week, arbitrage traders tend to think Twitter’s price holds up well if we are going back to court,” Glick said. “The average guess of where Twitter trades if the deal is not consummated came out to around $45.”</p><p>With Twitter shares trading around $50.50 intraday Monday, that near-term downside assumption puts the deal’s October closing probability at roughly 60%, he said, which is up from less than 50% as of Friday’s close. Cowen makes markets in, and is long equity options in, Twitter.</p><p>Twitter shares climbed 2.4% during the session to close at $50.36 and snapped a three-day losing streak, after Bloomberg News reported that Musk appears to be running out of ways to evade his original $44 billion contract to buy the social media company. The stock has been trading at a more than 7% discount to the $54.20 offer price over the past few days, as funding uncertainties keep investors on edge about the deal’s outcome and timing.</p><p><img src=\"https://static.tigerbbs.com/706171c42d1321d39b331df2459978a1\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Last week, a Delaware judge said that if the transaction isn’t done by Oct. 28, she will set a new trial date for Twitter and Musk in November.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Market Sees 60% Chance Musk’s Twitter Deal Makes Oct. 28 Deadline, Cowen Says</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 Sees 60% Chance Musk’s Twitter Deal Makes Oct. 28 Deadline, Cowen Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-10/market-prices-a-60-chance-twitter-deal-closes-this-month-cowen?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock trading near $50.50 means arbs see higher odds of closeTwitter shares could fall to $45 if deal goes beyond Oct. 28The market is pricing in just a bit more than the odds of a coin toss that Elon...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-10/market-prices-a-60-chance-twitter-deal-closes-this-month-cowen?srnd=markets-vp\">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","TWTR":"Twitter"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-10/market-prices-a-60-chance-twitter-deal-closes-this-month-cowen?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274560692","content_text":"Stock trading near $50.50 means arbs see higher odds of closeTwitter shares could fall to $45 if deal goes beyond Oct. 28The market is pricing in just a bit more than the odds of a coin toss that Elon Musk’s deal with Twitter Inc. will close by Oct. 28, a court-issued deadline. That’s the calculation from Aaron Glick, a merger arbitrage strategist at Cowen Inc.“Based on my informal survey last week, arbitrage traders tend to think Twitter’s price holds up well if we are going back to court,” Glick said. “The average guess of where Twitter trades if the deal is not consummated came out to around $45.”With Twitter shares trading around $50.50 intraday Monday, that near-term downside assumption puts the deal’s October closing probability at roughly 60%, he said, which is up from less than 50% as of Friday’s close. Cowen makes markets in, and is long equity options in, Twitter.Twitter shares climbed 2.4% during the session to close at $50.36 and snapped a three-day losing streak, after Bloomberg News reported that Musk appears to be running out of ways to evade his original $44 billion contract to buy the social media company. The stock has been trading at a more than 7% discount to the $54.20 offer price over the past few days, as funding uncertainties keep investors on edge about the deal’s outcome and timing.Last week, a Delaware judge said that if the transaction isn’t done by Oct. 28, she will set a new trial date for Twitter and Musk in November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914110617,"gmtCreate":1665198423639,"gmtModify":1676537572061,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914110617","repostId":"2273833362","repostType":4,"repost":{"id":"2273833362","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":1665186683,"share":"https://ttm.financial/m/news/2273833362?lang=&edition=fundamental","pubTime":"2022-10-08 07:51","market":"us","language":"en","title":"Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=2273833362","media":"Dow Jones","summary":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his in","content":"<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></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>Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities</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\">\nTwitter-Elon Musk Deal Has Offered Investors Several Big Opportunities\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\">2022-10-08 07:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行","BK4508":"社交媒体","BK4527":"明星科技股","BK4550":"红杉资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4551":"寇图资本持仓","ISBC":"投资者银行","TWTR":"Twitter","BK4511":"特斯拉概念","TSLA":"特斯拉","BK4099":"汽车制造商","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4579":"人工智能","BK4555":"新能源车","BK4516":"特朗普概念","BK4077":"互动媒体与服务","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273833362","content_text":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.The outcome of the deal remains in doubt, even after Mr. Musk's surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it'll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.\"Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,\" Mr. Ricks said.At one point, the difference between Twitter's stock price and Mr. Musk's original offer was 66%, below the 76% record set by Blackstone Group's 2019 purchase of Tallgrass Energy.The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.Investors like Carl Icahn, Daniel Loeb's Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter's low-yielding convertible bonds, which could be changed into stock if Musk's deal went through.-- Ionic's trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915631486,"gmtCreate":1665019260045,"gmtModify":1676537545012,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915631486","repostId":"1185723829","repostType":4,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912784433,"gmtCreate":1664903118522,"gmtModify":1676537526318,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912784433","repostId":"2272078402","repostType":4,"repost":{"id":"2272078402","kind":"highlight","pubTimestamp":1664896628,"share":"https://ttm.financial/m/news/2272078402?lang=&edition=fundamental","pubTime":"2022-10-04 23:17","market":"us","language":"en","title":"2 Growth Stocks That Could Jump 64.1% to 86.1% Higher, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2272078402","media":"Motley Fool","summary":"Investment bank analysts think both of these stocks have what they need to deliver big gains in the foreseeable future.","content":"<html><head></head><body><p>Look out below. For months on end, bears have been running loose through the streets of lower Manhattan. They&#39;re swinging great big bloody paws down on the price of any stock that tries to rise, and there isn&#39;t much that anyone can do about it.</p><p>A bear market may be pushing down all your favorite stocks right now but that doesn&#39;t mean they&#39;ll never recover. In fact, analysts who follow these two stocks think their prices could soar 64.1% to 86.1% higher once the rest of the stock market considers the opportunities in front of their underlying businesses.</p><h2>1. Moderna</h2><p>Shares of <b>Moderna</b> got way ahead of themselves when the biopharmaceutical company&#39;s COVID-19 vaccine was relatively new. Unfortunately, the stock has collapsed by around 75% from the peak it reached in 2021.</p><p>Moderna briefly had one of the highest market values in the entire biopharmaceutical industry. Now that its market cap has receded to around $48 billion, Wall Street analysts think it can outperform. The average price target on this stock represents an 86.1% premium at the moment.</p><p>Sales of Spikevax, Moderna&#39;s COVID-19 vaccine slid from $5.9 billion in the first quarter of 2022 to $4.5 billion during the second. We could see coronavirus vaccine sales stabilize in the last half of the year. In August, the FDA authorized Moderna&#39;s omicron-targeting booster shot for emergency use.</p><p>In addition to COVID-vaccine revenue, Moderna has a chance to launch additional products over the next couple of years. For example, the company has a cytomegalovirus (CMV) vaccine in late clinical-stage testing that could be a very big deal. CMV is a widely prevalent form of herpesvirus that causes severe problems for immunocompromised people everywhere. There aren&#39;t any available vaccines to protect against CMV infections. If Moderna&#39;s becomes the first it could generate billions in annual revenue.</p><h2>2. Pubmatic</h2><p><b>Pubmatic</b> operates a sell-side platform for publishers and application developers that want to maximize the monetization of their online content. The stock soared in 2021, but it&#39;s since fallen around 58% from its all-time high.</p><p>Shares of Pubmatic have been under pressure lately because investors are worried that a global economic slowdown will limit demand for advertising across the board. Analysts on Wall Street aren&#39;t nearly as concerned. The consensus price target on Pubmatic right now suggests a 64.1% gain could be around the corner.</p><p>Analysts aren&#39;t too worried about a global economic slowdown pinching Pubmatic&#39;s ability to grow because the company&#39;s share of the digital advertising business is currently small and rising rapidly. At the end of 2021, the company thinks it had just 3% to 4% of the market for programmatic advertising.</p><p>Pubmatic owns a cloud-based platform that is built from the ground up to handle every imaginable digital ad format, including connected television (CTV). This June, the company&#39;s platform processed 409 billion ad impressions per day and video-related ads are driving growth. CVT revenue in the second quarter soared 150% year over year.</p><p>Investors worried a potential recession will lower overall demand for advertising will be glad to know that Pubmatic&#39;s clients keep coming back for more. The company posted a 130% net-dollar retention rate for the 12 months that ended June 30, 2022.</p><p>It&#39;s easy to see why Pubmatic is pulling market share away from the digital advertising industry&#39;s largest players. Google and Facebook are losing ground to companies like Pubmatic because they operate what industry experts refer to as walled gardens. Instead of partnering with either publishers or advertisers, Facebook and Google are active on both sides of the advertising equation. With a better operating model than its enormous competitors, Pubmatic&#39;s business, and its stock price could rise dramatically once the present fear of recession gives way to enthusiasm for a subsequent recovery period.</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 Growth Stocks That Could Jump 64.1% to 86.1% Higher, According to 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; 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 Growth Stocks That Could Jump 64.1% to 86.1% Higher, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-04 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/03/2-growth-stocks-that-could-jump-641-to-861-higher/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Look out below. For months on end, bears have been running loose through the streets of lower Manhattan. They're swinging great big bloody paws down on the price of any stock that tries to rise, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/03/2-growth-stocks-that-could-jump-641-to-861-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PUBM":"PubMatic, Inc.","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2022/10/03/2-growth-stocks-that-could-jump-641-to-861-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272078402","content_text":"Look out below. For months on end, bears have been running loose through the streets of lower Manhattan. They're swinging great big bloody paws down on the price of any stock that tries to rise, and there isn't much that anyone can do about it.A bear market may be pushing down all your favorite stocks right now but that doesn't mean they'll never recover. In fact, analysts who follow these two stocks think their prices could soar 64.1% to 86.1% higher once the rest of the stock market considers the opportunities in front of their underlying businesses.1. ModernaShares of Moderna got way ahead of themselves when the biopharmaceutical company's COVID-19 vaccine was relatively new. Unfortunately, the stock has collapsed by around 75% from the peak it reached in 2021.Moderna briefly had one of the highest market values in the entire biopharmaceutical industry. Now that its market cap has receded to around $48 billion, Wall Street analysts think it can outperform. The average price target on this stock represents an 86.1% premium at the moment.Sales of Spikevax, Moderna's COVID-19 vaccine slid from $5.9 billion in the first quarter of 2022 to $4.5 billion during the second. We could see coronavirus vaccine sales stabilize in the last half of the year. In August, the FDA authorized Moderna's omicron-targeting booster shot for emergency use.In addition to COVID-vaccine revenue, Moderna has a chance to launch additional products over the next couple of years. For example, the company has a cytomegalovirus (CMV) vaccine in late clinical-stage testing that could be a very big deal. CMV is a widely prevalent form of herpesvirus that causes severe problems for immunocompromised people everywhere. There aren't any available vaccines to protect against CMV infections. If Moderna's becomes the first it could generate billions in annual revenue.2. PubmaticPubmatic operates a sell-side platform for publishers and application developers that want to maximize the monetization of their online content. The stock soared in 2021, but it's since fallen around 58% from its all-time high.Shares of Pubmatic have been under pressure lately because investors are worried that a global economic slowdown will limit demand for advertising across the board. Analysts on Wall Street aren't nearly as concerned. The consensus price target on Pubmatic right now suggests a 64.1% gain could be around the corner.Analysts aren't too worried about a global economic slowdown pinching Pubmatic's ability to grow because the company's share of the digital advertising business is currently small and rising rapidly. At the end of 2021, the company thinks it had just 3% to 4% of the market for programmatic advertising.Pubmatic owns a cloud-based platform that is built from the ground up to handle every imaginable digital ad format, including connected television (CTV). This June, the company's platform processed 409 billion ad impressions per day and video-related ads are driving growth. CVT revenue in the second quarter soared 150% year over year.Investors worried a potential recession will lower overall demand for advertising will be glad to know that Pubmatic's clients keep coming back for more. The company posted a 130% net-dollar retention rate for the 12 months that ended June 30, 2022.It's easy to see why Pubmatic is pulling market share away from the digital advertising industry's largest players. Google and Facebook are losing ground to companies like Pubmatic because they operate what industry experts refer to as walled gardens. Instead of partnering with either publishers or advertisers, Facebook and Google are active on both sides of the advertising equation. With a better operating model than its enormous competitors, Pubmatic's business, and its stock price could rise dramatically once the present fear of recession gives way to enthusiasm for a subsequent recovery period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913203145,"gmtCreate":1663985817687,"gmtModify":1676537375480,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913203145","repostId":"2269457821","repostType":2,"repost":{"id":"2269457821","kind":"highlight","pubTimestamp":1663983319,"share":"https://ttm.financial/m/news/2269457821?lang=&edition=fundamental","pubTime":"2022-09-24 09:35","market":"us","language":"en","title":"Why Tesla Dropped Over 4% Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=2269457821","media":"Motley Fool","summary":"A widely reported recall isn't the reason investors are selling today.","content":"<html><head></head><body><h3>KEY POINTS</h3><ul><li>Investors get excited about Tesla&#39;s future potential, but its high valuation still can&#39;t be ignored.</li><li>The stock has a P/E above 60 based on expectations for 2022 earnings.</li><li>The tech sector is getting hit hard right now, and high-valuation stocks will likely be taken down the most.</li></ul><h3>What happened</h3><p>Word spread quickly yesterday that almost 1.1 million <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> vehicles were being recalled. But that&#39;s likely not why the stock tumbled today. Tesla stock closed down 4.6% on Friday.</p><h3>So what</h3><p>The stock market isn&#39;t always efficient, but simple math indicates that the recall isn&#39;t the reason Tesla shares have dropped for a second straight day. Tesla&#39;s market cap has dropped by $75 billion over just the last two trading sessions, and the recall isn&#39;t even going to require vehicles be returned to service centers.</p><p>So what has caused more than an 8% decline in Tesla shares over two days? It may have a more simple explanation.</p><h3>Now what</h3><p>The recall of almost 1.1 million Tesla EVs was to correct the automated window system from potentially failing to detect obstruction, causing a potential pinch hazard. It covers some Model 3s from as far back as 2017 and newer versions of Models X, S, and Y. Tesla CEO Elon Musk took to <b>Twitter</b> to add a little more color to what the National Highway Traffic Safety Administration (NHTSA) published.</p><p>The company said it wasn&#39;t aware of any warranty claims, let alone injuries, from the problem. Musk noted the vehicles will all be fixed with what he called &#34;a tiny over-the-air software update,&#34; and questioned whether the terminology from the NHTSA should change for vehicle software updates. He didn&#39;t want to even use the term &#34;recall,&#34; calling it &#34;outdated &amp; inaccurate&#34; with a fix that doesn&#39;t require the car be physically serviced.</p><p>Though the recall had the headlines, Tesla shares are more likely lower over the past two days in line with the tech sector of the market in general. With the Federal Reserve interest rate hike this week, some investors see the risks of recession increasing. A stock like Tesla with a valuation representing a forward price-to-earnings ratio of about 65 is a prime candidate to get hit the hardest.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla Dropped Over 4% Friday</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 Tesla Dropped Over 4% Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/23/why-tesla-dropped-as-much-as-5-friday/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSInvestors get excited about Tesla's future potential, but its high valuation still can't be ignored.The stock has a P/E above 60 based on expectations for 2022 earnings.The tech sector is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/23/why-tesla-dropped-as-much-as-5-friday/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4555":"新能源车"},"source_url":"https://www.fool.com/investing/2022/09/23/why-tesla-dropped-as-much-as-5-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269457821","content_text":"KEY POINTSInvestors get excited about Tesla's future potential, but its high valuation still can't be ignored.The stock has a P/E above 60 based on expectations for 2022 earnings.The tech sector is getting hit hard right now, and high-valuation stocks will likely be taken down the most.What happenedWord spread quickly yesterday that almost 1.1 million Tesla  vehicles were being recalled. But that's likely not why the stock tumbled today. Tesla stock closed down 4.6% on Friday.So whatThe stock market isn't always efficient, but simple math indicates that the recall isn't the reason Tesla shares have dropped for a second straight day. Tesla's market cap has dropped by $75 billion over just the last two trading sessions, and the recall isn't even going to require vehicles be returned to service centers.So what has caused more than an 8% decline in Tesla shares over two days? It may have a more simple explanation.Now whatThe recall of almost 1.1 million Tesla EVs was to correct the automated window system from potentially failing to detect obstruction, causing a potential pinch hazard. It covers some Model 3s from as far back as 2017 and newer versions of Models X, S, and Y. Tesla CEO Elon Musk took to Twitter to add a little more color to what the National Highway Traffic Safety Administration (NHTSA) published.The company said it wasn't aware of any warranty claims, let alone injuries, from the problem. Musk noted the vehicles will all be fixed with what he called \"a tiny over-the-air software update,\" and questioned whether the terminology from the NHTSA should change for vehicle software updates. He didn't want to even use the term \"recall,\" calling it \"outdated & inaccurate\" with a fix that doesn't require the car be physically serviced.Though the recall had the headlines, Tesla shares are more likely lower over the past two days in line with the tech sector of the market in general. With the Federal Reserve interest rate hike this week, some investors see the risks of recession increasing. A stock like Tesla with a valuation representing a forward price-to-earnings ratio of about 65 is a prime candidate to get hit the hardest.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913392901,"gmtCreate":1663906086203,"gmtModify":1676537361246,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913392901","repostId":"2269207122","repostType":4,"repost":{"id":"2269207122","kind":"news","pubTimestamp":1663895275,"share":"https://ttm.financial/m/news/2269207122?lang=&edition=fundamental","pubTime":"2022-09-23 09:07","market":"us","language":"en","title":"Google Vs. Tesla: Which Stock Has A Better Forecast?","url":"https://stock-news.laohu8.com/highlight/detail?id=2269207122","media":"Seeking Alpha","summary":"SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Mega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.</li><li>Both have done a stock split recently and both compete in the self-driving automobile space. How do they compare?</li><li>What about their valuations, recession resilience, balance sheet strength, and cash flow? Which company looks like the better choice at current prices?</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/812c50e2c662e1a9de13588ada8420bf\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gorodenkoff</span></p><h2>Article Thesis</h2><p>Mega-caps have been popular among investors, and rightfully so. They have offered compelling returns in the past and are highly liquid. Two of those are active in the emerging autonomous driving space: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) via its Waymo subsidiary, and Tesla (NASDAQ:TSLA), via its Autopilot/FSD program. In this article, we&#39;ll look at the opportunities and risks of both companies to see which one is a more promising investment at current prices.</p><h2>How Did Tesla And Google Perform Following Their Recent Stock Splits?</h2><p>Both companies split their shares not too long ago, in a bid to bring down their share prices to a more &#34;normal&#34; level. Potential index inclusion in the Dow Jones, which is price-weighted, likely also played a role in their decisions to split their shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caa75f6003a8a5d8ae349b6c8fe75231\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>So far this year, both companies have seen their shares drop, with TSLA being down 12% while GOOG is down almost 30% in 2022. Alphabet split its shares in mid-July and has declined slightly since then, while Tesla split its shares in early August. Prior to that stock split, Tesla&#39;s shares experienced a run-up, but since then, they moved mostly sideways. From a near-term share price perspective, these stock splits were thus not successful, but buying purely due to a stock split isn&#39;t a great investment approach anyway.</p><h2>Competitors In The Self-Driving Automobile Realm</h2><p>The two companies aren&#39;t competitors with everything they do, as Alphabet is mostly an online advertising company, while Tesla primarily is a car manufacturer. Nevertheless, the two compete in a prominent, fast-growing, and potentially very promising (in an economic sense) area, which is self-driving automobile technology.</p><p>Alphabet has been active in this space for quite some time via its Waymo subsidiary. Tesla has ambitious goals in this space as well, which it pursues via its self-driving tech program Autopilot/FSD.</p><p>No one knows when the first automobile with Level 5 self-driving technology will be available, or which company will produce it. But it is pretty clear that there are some companies that are in strong positions today and that could be important contenders for that title.</p><p>The following image shows a list of companies that have been approved for testing their vehicles in California without a driver. Some of those companies are even allowed to deploy their tech in the state:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b26f22348c751bc1e1839280d47756\" tg-width=\"640\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/><span>ca.gov</span></p><p>We see that Google&#39;s Waymo holds the permit in both groups, as do Nuro and GM&#39;s (GM) Cruise. It seems reasonable to me to assume that the companies with the most advantaged permits are the companies with the most advantaged tech. A couple of other companies are allowed to test their tech in vehicles without a driver, including WeRide and Zoox. Notably, Tesla is not among these companies. It holds a permit to test its technology in California, but only in vehicles with a driver. A total of 50 companies hold that permit according to the government website, thus we can say that holding this permit is &#34;nothing special&#34;. Many of Tesla&#39;s peers, including Mercedes-Benz (OTCPK:MBGYY) and NIO (NIO), hold the same permit.</p><p>From a regulatory viewpoint, Alphabet&#39;s offering in this space seems way more advantaged -- it stands out among the dozens of companies that are active in self-driving tech, while Tesla seems to be in the middle of the pack. The same holds true when we look at commercialization.</p><p>While Tesla demands money from buyers of its tech even though that is only in beta testing, it is not allowed to commercialize it in a robo-taxi way. Waymo, on the other hand, has deployed its self-driving taxis in several cities including San Francisco, where riders can book rides via Alphabet&#39;s apps.</p><p>Of course, there is no guarantee that Alphabet&#39;s lead will hold. It is possible that Tesla eventually manages to hit a home run with its tech. But to me, it does not look like this is the most likely scenario -- it seems more reasonable (to me) to assume that the current leaders with the most advantaged projects will continue to hold their leadership position in this space.</p><h2>Alphabet And Tesla Stock Key Metrics</h2><p>Both companies have seen their shares drop back this year, which means that their valuations have compressed. In other words, both stocks are cheaper today than they were at the beginning of the year, although that does not necessarily mean that they are cheap in absolute terms.</p><p>Looking at the earnings multiple for the current year, Alphabet seems quite inexpensive, while Tesla still trades at a premium valuation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c39d06b8d89aa8f183775878ff7fc9d\" tg-width=\"1280\" tg-height=\"892\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Alphabet is trading at less than 20x forward net profit, for an earnings yield of 5%. Tesla is trading at around 3.5x that valuation, as its earnings yield is in the 1.5% range as its earnings multiple still is north of 70. Of course, one can argue that free cash flows are even more important than net profits. After all, dividends and buybacks are financed with (free) cash, and debt reduction, acquisitions, etc. also depend on a company&#39;s ability to throw off cash. In that regard, Alphabet looks even better relative to Tesla. Alphabet&#39;s free cash flows are relatively comparable to its net profits, as the trailing free cash flow yield is in the 5% range as well.</p><p>The same does not hold true for Tesla, as its free cash flow yield of not even 0.7% is just half as high as its earnings yield. The big discrepancy can be explained by the capital-intense nature of the automobile industry. Factories need to be built and retooled regularly, the companies in this space need large amounts of working capital for unfinished products, raw materials, and so on. That&#39;s why free cash generation generally is weak in the automobile space, thus this is not a Tesla-specific issue. Instead, Tesla is just performing in line with other automobile companies that have weak cash generation. Alphabet does not need to spend heavily on raw materials, factories, factory retooling, and so on. Its business model is much more shareholder-friendly as operations can be scaled up efficiently without large capital expenditure requirements -- letting users stream one more video on YouTube or see one more ad on Google does not require any meaningful cash outlays on Alphabet&#39;s side.</p><p>Not only does Alphabet look much cheaper than Tesla, but its way stronger free cash generation has also resulted in a way better balance sheet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/674770fc1359e36cc518d1501437fa47\" tg-width=\"1280\" tg-height=\"892\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Tesla has a $16 billion net cash position, which is quite solid. But that&#39;s less than 2% of Tesla&#39;s market capitalization. Meanwhile, GOOG has a net cash position of $112 billion, which is 7x as much as what Tesla has, and which is equal to more than 8% of Alphabet&#39;s market capitalization. Alphabet thus has much more financial firepower for shareholder returns, e.g. via buybacks, for acquisitions, and last but not least, its huge net cash position reduces risks considerably. In case we see a steep global economic downturn, Alphabet&#39;s more than $100 billion in net cash insulates the company very well from financial troubles, while Tesla would be more exposed -- not only is its cash &#34;safety net&#34; much smaller, but the automobile industry is also more cyclical and vulnerable to recessions relative to the software and communication services industries. In recent weeks we possibly got a glimpse of that, as delivery times for many of Tesla&#39;s models declined to just a couple of weeks -- that could be the result of increasing reluctance by consumers to spend heavily on a new vehicle in the current economic climate.</p><p>When we account for the net cash positions of both companies, Alphabet&#39;s undemanding valuation drops to an even lower level:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52a566129c9826a9725931bb8bff600d\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>At just 12x trailing EBITDA, Alphabet trades at a pretty undemanding valuation, especially when we account for its market leadership and healthy growth. Tesla is trading at 5x Alphabet&#39;s EV/EBITDA multiple. It has pretty strong growth as well, at least in the past (see the aforementioned backlog decline and vulnerability to an economic downturn). But with its way weaker cash generation, lower margins, intensifying competitive pressures, and weaker self-driving tech, the current valuation does not seem attractive. One can argue that Tesla would be very attractive at a 12x EBITDA multiple, but at 5x the valuation of Alphabet, Alphabet looks like a significantly more compelling choice to me.</p><h2>Is Alphabet Or Tesla The Better Long-Term Buy?</h2><p>Some Tesla bulls mainly are in it for Tesla&#39;s self-driving potential. I don&#39;t think Tesla is in a leadership position here, but it is of course possible that the company becomes more successful over time. In case it manages to solve true self-driving anywhere before anyone else, that would result in a lot of earnings potential. But betting on that is not my investment style, and Tesla wouldn&#39;t be my first choice even if I wanted to bet on any company solely for its autonomous driving tech.</p><p>The software/communication services industries offer great margins, strong free cash generation, and long-term growth potential. It also isn&#39;t very cyclical. All these things hold true for Alphabet, and the company is an absolute leader in its space. The automobile industry as a whole is significantly less attractive, due to weak margins, high capital intensity, and so on. These things hold true for Tesla as well, even though it&#39;s not a legacy automobile company. Tesla has a strong brand in the EV space, but competitive pressures are rising, and BYD (OTCPK:BYDDY) has overtaken it already in total EV sales (including plug-in hybrids). Due to these reasons, I believe that Alphabet is more suitable for a long-term investment. Since it is also way cheaper than Tesla while being one of just a few companies with self-driving cars deployed commercially, I favor it over Tesla.</p><p>This article is written by Jonathan Weber for reference only.</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>Google Vs. Tesla: Which Stock Has A Better Forecast?</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\">\nGoogle Vs. Tesla: Which Stock Has A Better Forecast?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both have done a stock split recently and both compete in the self-driving automobile space. How do they ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269207122","content_text":"SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both have done a stock split recently and both compete in the self-driving automobile space. How do they compare?What about their valuations, recession resilience, balance sheet strength, and cash flow? Which company looks like the better choice at current prices?gorodenkoffArticle ThesisMega-caps have been popular among investors, and rightfully so. They have offered compelling returns in the past and are highly liquid. Two of those are active in the emerging autonomous driving space: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) via its Waymo subsidiary, and Tesla (NASDAQ:TSLA), via its Autopilot/FSD program. In this article, we'll look at the opportunities and risks of both companies to see which one is a more promising investment at current prices.How Did Tesla And Google Perform Following Their Recent Stock Splits?Both companies split their shares not too long ago, in a bid to bring down their share prices to a more \"normal\" level. Potential index inclusion in the Dow Jones, which is price-weighted, likely also played a role in their decisions to split their shares.Data by YChartsSo far this year, both companies have seen their shares drop, with TSLA being down 12% while GOOG is down almost 30% in 2022. Alphabet split its shares in mid-July and has declined slightly since then, while Tesla split its shares in early August. Prior to that stock split, Tesla's shares experienced a run-up, but since then, they moved mostly sideways. From a near-term share price perspective, these stock splits were thus not successful, but buying purely due to a stock split isn't a great investment approach anyway.Competitors In The Self-Driving Automobile RealmThe two companies aren't competitors with everything they do, as Alphabet is mostly an online advertising company, while Tesla primarily is a car manufacturer. Nevertheless, the two compete in a prominent, fast-growing, and potentially very promising (in an economic sense) area, which is self-driving automobile technology.Alphabet has been active in this space for quite some time via its Waymo subsidiary. Tesla has ambitious goals in this space as well, which it pursues via its self-driving tech program Autopilot/FSD.No one knows when the first automobile with Level 5 self-driving technology will be available, or which company will produce it. But it is pretty clear that there are some companies that are in strong positions today and that could be important contenders for that title.The following image shows a list of companies that have been approved for testing their vehicles in California without a driver. Some of those companies are even allowed to deploy their tech in the state:ca.govWe see that Google's Waymo holds the permit in both groups, as do Nuro and GM's (GM) Cruise. It seems reasonable to me to assume that the companies with the most advantaged permits are the companies with the most advantaged tech. A couple of other companies are allowed to test their tech in vehicles without a driver, including WeRide and Zoox. Notably, Tesla is not among these companies. It holds a permit to test its technology in California, but only in vehicles with a driver. A total of 50 companies hold that permit according to the government website, thus we can say that holding this permit is \"nothing special\". Many of Tesla's peers, including Mercedes-Benz (OTCPK:MBGYY) and NIO (NIO), hold the same permit.From a regulatory viewpoint, Alphabet's offering in this space seems way more advantaged -- it stands out among the dozens of companies that are active in self-driving tech, while Tesla seems to be in the middle of the pack. The same holds true when we look at commercialization.While Tesla demands money from buyers of its tech even though that is only in beta testing, it is not allowed to commercialize it in a robo-taxi way. Waymo, on the other hand, has deployed its self-driving taxis in several cities including San Francisco, where riders can book rides via Alphabet's apps.Of course, there is no guarantee that Alphabet's lead will hold. It is possible that Tesla eventually manages to hit a home run with its tech. But to me, it does not look like this is the most likely scenario -- it seems more reasonable (to me) to assume that the current leaders with the most advantaged projects will continue to hold their leadership position in this space.Alphabet And Tesla Stock Key MetricsBoth companies have seen their shares drop back this year, which means that their valuations have compressed. In other words, both stocks are cheaper today than they were at the beginning of the year, although that does not necessarily mean that they are cheap in absolute terms.Looking at the earnings multiple for the current year, Alphabet seems quite inexpensive, while Tesla still trades at a premium valuation:Data by YChartsAlphabet is trading at less than 20x forward net profit, for an earnings yield of 5%. Tesla is trading at around 3.5x that valuation, as its earnings yield is in the 1.5% range as its earnings multiple still is north of 70. Of course, one can argue that free cash flows are even more important than net profits. After all, dividends and buybacks are financed with (free) cash, and debt reduction, acquisitions, etc. also depend on a company's ability to throw off cash. In that regard, Alphabet looks even better relative to Tesla. Alphabet's free cash flows are relatively comparable to its net profits, as the trailing free cash flow yield is in the 5% range as well.The same does not hold true for Tesla, as its free cash flow yield of not even 0.7% is just half as high as its earnings yield. The big discrepancy can be explained by the capital-intense nature of the automobile industry. Factories need to be built and retooled regularly, the companies in this space need large amounts of working capital for unfinished products, raw materials, and so on. That's why free cash generation generally is weak in the automobile space, thus this is not a Tesla-specific issue. Instead, Tesla is just performing in line with other automobile companies that have weak cash generation. Alphabet does not need to spend heavily on raw materials, factories, factory retooling, and so on. Its business model is much more shareholder-friendly as operations can be scaled up efficiently without large capital expenditure requirements -- letting users stream one more video on YouTube or see one more ad on Google does not require any meaningful cash outlays on Alphabet's side.Not only does Alphabet look much cheaper than Tesla, but its way stronger free cash generation has also resulted in a way better balance sheet.Data by YChartsTesla has a $16 billion net cash position, which is quite solid. But that's less than 2% of Tesla's market capitalization. Meanwhile, GOOG has a net cash position of $112 billion, which is 7x as much as what Tesla has, and which is equal to more than 8% of Alphabet's market capitalization. Alphabet thus has much more financial firepower for shareholder returns, e.g. via buybacks, for acquisitions, and last but not least, its huge net cash position reduces risks considerably. In case we see a steep global economic downturn, Alphabet's more than $100 billion in net cash insulates the company very well from financial troubles, while Tesla would be more exposed -- not only is its cash \"safety net\" much smaller, but the automobile industry is also more cyclical and vulnerable to recessions relative to the software and communication services industries. In recent weeks we possibly got a glimpse of that, as delivery times for many of Tesla's models declined to just a couple of weeks -- that could be the result of increasing reluctance by consumers to spend heavily on a new vehicle in the current economic climate.When we account for the net cash positions of both companies, Alphabet's undemanding valuation drops to an even lower level:Data by YChartsAt just 12x trailing EBITDA, Alphabet trades at a pretty undemanding valuation, especially when we account for its market leadership and healthy growth. Tesla is trading at 5x Alphabet's EV/EBITDA multiple. It has pretty strong growth as well, at least in the past (see the aforementioned backlog decline and vulnerability to an economic downturn). But with its way weaker cash generation, lower margins, intensifying competitive pressures, and weaker self-driving tech, the current valuation does not seem attractive. One can argue that Tesla would be very attractive at a 12x EBITDA multiple, but at 5x the valuation of Alphabet, Alphabet looks like a significantly more compelling choice to me.Is Alphabet Or Tesla The Better Long-Term Buy?Some Tesla bulls mainly are in it for Tesla's self-driving potential. I don't think Tesla is in a leadership position here, but it is of course possible that the company becomes more successful over time. In case it manages to solve true self-driving anywhere before anyone else, that would result in a lot of earnings potential. But betting on that is not my investment style, and Tesla wouldn't be my first choice even if I wanted to bet on any company solely for its autonomous driving tech.The software/communication services industries offer great margins, strong free cash generation, and long-term growth potential. It also isn't very cyclical. All these things hold true for Alphabet, and the company is an absolute leader in its space. The automobile industry as a whole is significantly less attractive, due to weak margins, high capital intensity, and so on. These things hold true for Tesla as well, even though it's not a legacy automobile company. Tesla has a strong brand in the EV space, but competitive pressures are rising, and BYD (OTCPK:BYDDY) has overtaken it already in total EV sales (including plug-in hybrids). Due to these reasons, I believe that Alphabet is more suitable for a long-term investment. Since it is also way cheaper than Tesla while being one of just a few companies with self-driving cars deployed commercially, I favor it over Tesla.This article is written by Jonathan Weber for reference only.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919101101,"gmtCreate":1663743019303,"gmtModify":1676537327760,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9919101101","repostId":"2268917780","repostType":4,"repost":{"id":"2268917780","kind":"news","pubTimestamp":1663732800,"share":"https://ttm.financial/m/news/2268917780?lang=&edition=fundamental","pubTime":"2022-09-21 12:00","market":"us","language":"en","title":"Alibaba: The Charlie Munger And Li Lu Divergence","url":"https://stock-news.laohu8.com/highlight/detail?id=2268917780","media":"Seeking Alpha","summary":"SummaryGreat minds think alike. But what is even more interesting is when they do not.Two of the mos","content":"<html><head></head><body><h2>Summary</h2><ul><li>Great minds think alike. But what is even more interesting is when they do not.</li><li>Two of the most successful investors of our time, Charlie Munger and Li Lu, diverge starkly on Alibaba.</li><li>A comparison of their views and actions best illustrates the opportunities and risks associated with the investment.</li><li>Risks commonly mentioned (VIE, delisting, etc.) are all symptoms to me, while Li Lu’s Civilization 2.5 theory offers a more fundamental explanation of the underlying cause.</li><li>Both bears and bulls can benefit from them and make more informed decisions.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0942ec404ebc02752e62408a90fefc89\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/><span>JuSun</span></p><h2>The investment thesis</h2><p>Charlie Munger needs no introduction, but some readers may need a bit more information on Li Lu. They have been close friends for almost 2 decades. Charlie Munger described Li Lu as the “Chinese Warren Buffett.” And to Li Lu, Munger has been a &#34;mentor and good friend&#34; (in Li Lu&#39;s own words). The following brief bio taken from Wikipedia provides a bit more info on Li Lu (slightly edited by me):</p><blockquote>Li Lu (born April 6, 1966) is a Chinese-born American value investor, businessman, and philanthropist. In 1997, he founded Himalaya Capital Management, known for its disciplined and value-oriented approach to investing. Li met Charlie Munger on Thanksgiving 2003 and they have been friends since. With Munger&#39;s help, Li transformed his hedge fund into a long-only investment vehicle which is currently focused on global investment opportunities. Munger has stated that Li Lu is the only outside manager he’s ever invested with and he’s described him as the “Chinese Warren Buffett.” Li Lu has been known as the man who introduced the Chinese battery and electric car maker BYD Company to Charlie Munger and Warren Buffett.</blockquote><p>It is interesting to observe that these two investors, who share both close friendship and also investing principles, diverge starkly on Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF). Munger has a large position in BABA, but Li Lu does not. And this leads us to the main topic of today. You will see a comparison of their views and actions best illustrates the opportunities and risks associated with the BABA investment. On the one side, the current BABA situation presents an opportunity to buy a good business on the operation table, a hallmark investment strategy from Munger. On the other hand, this article will also dive into the view of Li Lu, especially his view on the civilization 2.5 status in China, as elaborated immediately below.</p><h2>Li Lu, BABA, and Civilization 2.5</h2><p>Li Lu’s current holdings in his Himalaya Capital Management are shown in the chart below. As mentioned above, Munger described him as the “Chinese Warren Buffett.” But from his holdings, he is more Buffett than Buffett himself in terms of concentration. His portfolio consists of a total of 6 positions only and the largest position - Micron (MU) - represents almost 34% of the total portfolio size.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0cfbdc8a33a6b476b854ac581dd6f60\" tg-width=\"640\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/><span>Source: dataroma.com</span></p><p>You can also see that half of his picks overlap with Munger and Warren Buffett. All three of them like Bank of America (BAC), Apple (AAPL), and of course Berkshire Hathaway (BRK.A,BRK.B).</p><p>However, BABA is where he and Munger diverge. As to be detailed in the next Section, Munger holds a sizeable BABA position, but Li Lu does not. So naturally, it triggers the question: Why? Seeking Alpha authors have detailed many risks such as VIE, delisting, et al. To me, these are symptoms. In my view, Li Lu’s following Civilization 2.5 theory offers a more fundamental explanation of the underlying cause. The theory was presented in a lecture he gave in 2015, and I think it is worth quoting in full (the emphases were added by me). And readers are highly encouraged to read the transcript in its entirety:</p><blockquote>I believe China is at interim stage between Civilization 2.0 and Civilization 3.0.<i>Let’s call it Civilization 2.5. China has come a long way but still has a long road ahead.</i>Therefore, <i>I think there is a high probability that China will continue on the main track of Civilization 3.0, as the cost of deviation is very high.</i>If you have a good understanding of China’s culture, people and history, you will agree that China will forge forward. This is particularly the case now that you have a better understanding of the essence of modern civilization. There is almost no chance of China leaving the common market, and the probability of China changing its market rules is also very small. Thus, it is highly probable that, in the next 2 to 3 decades, China will remain in the global market system, and adhere to free market principles, in addition to promoting science &amp; technology development.</blockquote><p>It will take time to go from Civilization 2.5 to 3.0. And surprises and setbacks like VIE and delisting are likely (plus a bunch more that we cannot even imagine today). So, given the timeframe and uncertainties, it is an understandable decision that some investors, Li Lu himself included, decided to stay on the sideline.</p><p>While Munger, apparently focused more on the opportunity side of the coin given that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” And we will elaborate on Munger&#39;s thinking and actions immediately below.</p><h2>Munger and BABA</h2><p>The following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancellation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3, and then again in 2021 Q4.</p><p>There are certainly good reasons for Munger’s decision. In the near term, the market reacted too quickly to a series of short-term events based on perception (based on the information available at that time). And there is no lack of major events in the past 1 or 2 years as summarized in the chart (including a war, specifically the Russian/Ukraine war). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth.</p><p>In the longer term, as just mentioned, not only China will continue to upgrade to Civilization 3.0, but also other countries in the Asian Pacific region. And such an upgrade will present spectacular growth opportunities, and BABA is well-positioned to benefit from such an upgrade, as to be discussed next.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f64d51b9956d82d5a712c375aa004d1\" tg-width=\"640\" tg-height=\"266\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Yahoo data</span></p><h2>The upgrade to civilization 3.0 and BABA</h2><p>It is an unstopped trend that our world is moving toward e-commerce, and the epicenter of the remaining movement will be China and the Asian-Pacific region. Even though many of us are already impressed by the success of e-commerce giants like BABA and Amazon (AMZN), the movement toward e-commerce has just actually gotten started and the bulk of the growth is yet to come. The global e-commerce market size was valued at USD 9.09 trillion in 2019 and is expected to grow at a compound annual growth rate (&#34;CAGR&#34;) of 14.7% from 2020 to 2027. The secular support is even stronger for BABA as the Asia Pacific region is already dominating the market for e-commerce with a share of 55.3% in 2019. Furthermore, this region is expected to witness the fastest growth from 2020 to 2027 as seen below. Even by as early as 2023 – in about 2 years that is - retail e-commerce sales in Asia-Pacific are projected to be greater than the rest of the world combined.</p><p><img src=\"https://static.tigerbbs.com/3e1c49046f66ec88ec7e79914feb0658\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/></p><p>And BABA stands best poised to benefit from this upgrade, especially from the Asian-Pacific momentum. As argued in my earlier article:</p><blockquote><i>Capitalizing on the continued e-commerce growth requires a combination of scale and reach, government support, and technology. And also, finally, geographical proximity and cultural compatibility certainly help. And BABA has all these stars aligned for its further expansion – especially in the Asian-Pacific region. The China government might be tightening its regulations on its domestic market, but it certainly encourages the overseas expansion of its tech giants like BABA. And BABA has already accomplished a substantial lead in capturing overseas markets, with its close neighbors such as Indonesia and Vietnam posting revenue growth of over 100% YoY recently.</i></blockquote><p>Risks and final thoughts</p><p>To recap, the current BABA situation is a textbook example of high-risk and high-return investment opportunities. There are plenty of risks in the near term and also in the long term. There has been no lack of major events in the past 1- or 2-years surrounding BABA (Ant IPO, fine, VEI, delisting, et al). In the near term, the China-U.S. trade tension and global geopolitical frictions will keep the stock prices in a highly volatile state. And I am sure there be more hiccups and surprises that investors have not thought about yet showing up in the near future.</p><p>In the long term, China is going through an upgrade from civilization 2.5 to 3.0. I agree with Li Lu’s view that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” But at the same time, the path of the upgrade will be long and full of setbacks. Independent thinkers like Munger and Li, despite their opposite actions, are essentially betting on the two sides of the same coin.</p><p>I am siding with Munger there and betting on the opportunity side. All the risks and opportunities mentioned above should apply equally to major China tech firms. However, I think the market now overly exaggerates the risk side for BABA and underestimates the opportunity side, creating an asymmetric opportunity. As you can see from the following chart, both the valuation of BABA and JD.com (JD) has been compressed substantially in the past two years. You can see that by the downward trend of the three-year medium of their price to CFO multiple. Despite the common risks/opportunities and also comparable (or even superior profitability as argued in our recent article), BABA was so much more compressed than JD. Its current P/CFO stands at only 10.55x, about 25% below JD’s 13,.98x, and a whopping 43% below its 3-year median of 18.44x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c588d4b31a546d6b45775d98e8bd545b\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>This article was written by</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Charlie Munger And Li Lu Divergence</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Charlie Munger And Li Lu Divergence\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541883-alibaba-the-charlie-munger-and-li-lu-divergence><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGreat minds think alike. But what is even more interesting is when they do not.Two of the most successful investors of our time, Charlie Munger and Li Lu, diverge starkly on Alibaba.A ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541883-alibaba-the-charlie-munger-and-li-lu-divergence\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4541883-alibaba-the-charlie-munger-and-li-lu-divergence","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268917780","content_text":"SummaryGreat minds think alike. But what is even more interesting is when they do not.Two of the most successful investors of our time, Charlie Munger and Li Lu, diverge starkly on Alibaba.A comparison of their views and actions best illustrates the opportunities and risks associated with the investment.Risks commonly mentioned (VIE, delisting, etc.) are all symptoms to me, while Li Lu’s Civilization 2.5 theory offers a more fundamental explanation of the underlying cause.Both bears and bulls can benefit from them and make more informed decisions.JuSunThe investment thesisCharlie Munger needs no introduction, but some readers may need a bit more information on Li Lu. They have been close friends for almost 2 decades. Charlie Munger described Li Lu as the “Chinese Warren Buffett.” And to Li Lu, Munger has been a \"mentor and good friend\" (in Li Lu's own words). The following brief bio taken from Wikipedia provides a bit more info on Li Lu (slightly edited by me):Li Lu (born April 6, 1966) is a Chinese-born American value investor, businessman, and philanthropist. In 1997, he founded Himalaya Capital Management, known for its disciplined and value-oriented approach to investing. Li met Charlie Munger on Thanksgiving 2003 and they have been friends since. With Munger's help, Li transformed his hedge fund into a long-only investment vehicle which is currently focused on global investment opportunities. Munger has stated that Li Lu is the only outside manager he’s ever invested with and he’s described him as the “Chinese Warren Buffett.” Li Lu has been known as the man who introduced the Chinese battery and electric car maker BYD Company to Charlie Munger and Warren Buffett.It is interesting to observe that these two investors, who share both close friendship and also investing principles, diverge starkly on Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF). Munger has a large position in BABA, but Li Lu does not. And this leads us to the main topic of today. You will see a comparison of their views and actions best illustrates the opportunities and risks associated with the BABA investment. On the one side, the current BABA situation presents an opportunity to buy a good business on the operation table, a hallmark investment strategy from Munger. On the other hand, this article will also dive into the view of Li Lu, especially his view on the civilization 2.5 status in China, as elaborated immediately below.Li Lu, BABA, and Civilization 2.5Li Lu’s current holdings in his Himalaya Capital Management are shown in the chart below. As mentioned above, Munger described him as the “Chinese Warren Buffett.” But from his holdings, he is more Buffett than Buffett himself in terms of concentration. His portfolio consists of a total of 6 positions only and the largest position - Micron (MU) - represents almost 34% of the total portfolio size.Source: dataroma.comYou can also see that half of his picks overlap with Munger and Warren Buffett. All three of them like Bank of America (BAC), Apple (AAPL), and of course Berkshire Hathaway (BRK.A,BRK.B).However, BABA is where he and Munger diverge. As to be detailed in the next Section, Munger holds a sizeable BABA position, but Li Lu does not. So naturally, it triggers the question: Why? Seeking Alpha authors have detailed many risks such as VIE, delisting, et al. To me, these are symptoms. In my view, Li Lu’s following Civilization 2.5 theory offers a more fundamental explanation of the underlying cause. The theory was presented in a lecture he gave in 2015, and I think it is worth quoting in full (the emphases were added by me). And readers are highly encouraged to read the transcript in its entirety:I believe China is at interim stage between Civilization 2.0 and Civilization 3.0.Let’s call it Civilization 2.5. China has come a long way but still has a long road ahead.Therefore, I think there is a high probability that China will continue on the main track of Civilization 3.0, as the cost of deviation is very high.If you have a good understanding of China’s culture, people and history, you will agree that China will forge forward. This is particularly the case now that you have a better understanding of the essence of modern civilization. There is almost no chance of China leaving the common market, and the probability of China changing its market rules is also very small. Thus, it is highly probable that, in the next 2 to 3 decades, China will remain in the global market system, and adhere to free market principles, in addition to promoting science & technology development.It will take time to go from Civilization 2.5 to 3.0. And surprises and setbacks like VIE and delisting are likely (plus a bunch more that we cannot even imagine today). So, given the timeframe and uncertainties, it is an understandable decision that some investors, Li Lu himself included, decided to stay on the sideline.While Munger, apparently focused more on the opportunity side of the coin given that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” And we will elaborate on Munger's thinking and actions immediately below.Munger and BABAThe following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancellation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3, and then again in 2021 Q4.There are certainly good reasons for Munger’s decision. In the near term, the market reacted too quickly to a series of short-term events based on perception (based on the information available at that time). And there is no lack of major events in the past 1 or 2 years as summarized in the chart (including a war, specifically the Russian/Ukraine war). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth.In the longer term, as just mentioned, not only China will continue to upgrade to Civilization 3.0, but also other countries in the Asian Pacific region. And such an upgrade will present spectacular growth opportunities, and BABA is well-positioned to benefit from such an upgrade, as to be discussed next.Source: Author based on Yahoo dataThe upgrade to civilization 3.0 and BABAIt is an unstopped trend that our world is moving toward e-commerce, and the epicenter of the remaining movement will be China and the Asian-Pacific region. Even though many of us are already impressed by the success of e-commerce giants like BABA and Amazon (AMZN), the movement toward e-commerce has just actually gotten started and the bulk of the growth is yet to come. The global e-commerce market size was valued at USD 9.09 trillion in 2019 and is expected to grow at a compound annual growth rate (\"CAGR\") of 14.7% from 2020 to 2027. The secular support is even stronger for BABA as the Asia Pacific region is already dominating the market for e-commerce with a share of 55.3% in 2019. Furthermore, this region is expected to witness the fastest growth from 2020 to 2027 as seen below. Even by as early as 2023 – in about 2 years that is - retail e-commerce sales in Asia-Pacific are projected to be greater than the rest of the world combined.And BABA stands best poised to benefit from this upgrade, especially from the Asian-Pacific momentum. As argued in my earlier article:Capitalizing on the continued e-commerce growth requires a combination of scale and reach, government support, and technology. And also, finally, geographical proximity and cultural compatibility certainly help. And BABA has all these stars aligned for its further expansion – especially in the Asian-Pacific region. The China government might be tightening its regulations on its domestic market, but it certainly encourages the overseas expansion of its tech giants like BABA. And BABA has already accomplished a substantial lead in capturing overseas markets, with its close neighbors such as Indonesia and Vietnam posting revenue growth of over 100% YoY recently.Risks and final thoughtsTo recap, the current BABA situation is a textbook example of high-risk and high-return investment opportunities. There are plenty of risks in the near term and also in the long term. There has been no lack of major events in the past 1- or 2-years surrounding BABA (Ant IPO, fine, VEI, delisting, et al). In the near term, the China-U.S. trade tension and global geopolitical frictions will keep the stock prices in a highly volatile state. And I am sure there be more hiccups and surprises that investors have not thought about yet showing up in the near future.In the long term, China is going through an upgrade from civilization 2.5 to 3.0. I agree with Li Lu’s view that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” But at the same time, the path of the upgrade will be long and full of setbacks. Independent thinkers like Munger and Li, despite their opposite actions, are essentially betting on the two sides of the same coin.I am siding with Munger there and betting on the opportunity side. All the risks and opportunities mentioned above should apply equally to major China tech firms. However, I think the market now overly exaggerates the risk side for BABA and underestimates the opportunity side, creating an asymmetric opportunity. As you can see from the following chart, both the valuation of BABA and JD.com (JD) has been compressed substantially in the past two years. You can see that by the downward trend of the three-year medium of their price to CFO multiple. Despite the common risks/opportunities and also comparable (or even superior profitability as argued in our recent article), BABA was so much more compressed than JD. Its current P/CFO stands at only 10.55x, about 25% below JD’s 13,.98x, and a whopping 43% below its 3-year median of 18.44x.This article was written by","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910933849,"gmtCreate":1663546027282,"gmtModify":1676537286171,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580287392112193","idStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9910933849","repostId":"1116071481","repostType":4,"repost":{"id":"1116071481","kind":"news","pubTimestamp":1663544963,"share":"https://ttm.financial/m/news/1116071481?lang=&edition=fundamental","pubTime":"2022-09-19 07:49","market":"us","language":"en","title":"Disney’s D23 Event Sends Stock on Multi-Day Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=1116071481","media":"TipRanks","summary":"Story HighlightsBad news for Disney’s release schedule sends the company down for two days running. ","content":"<div>\n<p>Story HighlightsBad news for Disney’s release schedule sends the company down for two days running. Demand recovery seems to be strong, but with prices rising and attractions in decline, it’ll be ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/disneys-nysedis-d23-event-sends-stock-on-multi-day-decline\">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>Disney’s D23 Event Sends Stock on Multi-Day Decline</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney’s D23 Event Sends Stock on Multi-Day Decline\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-19 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/disneys-nysedis-d23-event-sends-stock-on-multi-day-decline><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsBad news for Disney’s release schedule sends the company down for two days running. Demand recovery seems to be strong, but with prices rising and attractions in decline, it’ll be ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/disneys-nysedis-d23-event-sends-stock-on-multi-day-decline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.tipranks.com/news/article/disneys-nysedis-d23-event-sends-stock-on-multi-day-decline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116071481","content_text":"Story HighlightsBad news for Disney’s release schedule sends the company down for two days running. Demand recovery seems to be strong, but with prices rising and attractions in decline, it’ll be interesting to see how long this trend holds out.Entertainment magnate Disney (NYSE:DIS) recently put on its D23 event, revealing upcoming dates and events on the Disney release calendar. However, several unexpected holes emerged and left fans scratching their heads. Most of Disney’s recent losses seem connected to the D23 event. The event revealed that the release of “Star Wars” spin-off movie “Rogue Squadron” had been removed from the slate altogether.Streaming releases of “Star Wars” properties are all still in play. One upcoming release will feature relative newcomer Ahsoka Tano. However, the confirmation that “Rogue Squadron” is out of the running left fans, and investors, clearly disappointed.Disney shares have been declining over the past 12 months until recently. The company is still well below its highs for the year. Last year at this time, Disney shares were just over $183. They spent most of June and July under $100 per share. As July gave way to August, shares began an uncertain rise that has since backed off. Shares currently are just over $108.Disney’s shaky release schedule is doing it few favors. Pushing highly-anticipated content back to the nether realm of “maybe coming eventually” isn’t a great plan. Especially when the planned replacement is “not much.”Back in May, I was bullish on Disney. Now, however, the termites in the House of Mouse seem to be winning. That’s not a good sign for its long-term prospects, so I’m pulling back to neutral.Disney Stock’s Overall Investor Sentiment Trend is Fairly ConfidentInvestors are moving away from Disney based on the declining share price. However, that sentiment isn’t the case everywhere. In fact, much of Disney’s investor sentiment metrics seem to be quiet. Disney has a Smart Score of seven out of 10 on TipRanks currently, which puts it at the highest level of Neutral. That suggests a slightly better than even chance Disney will ultimately outperform the broader market.Disney’s insider trading figures, however, display at least some confidence in the firm. Insider trading at Disney in the last three months is almost entirely buying. For the last three completed months, Disney insiders staged 10 buying transactions and just one selling transaction. However, none of these transactions were informative.To find an informative transaction, you have to go back over a year. Thus, we can only proceed in terms of the aggregate, which does show a marked interest in buying.Over the last 12 months, Disney insiders staged 53 buying transactions and 24 selling transactions. Buyers leading sellers better than two to one demonstrate a clear interest in buying.Dissatisfied and Tight-Fisted Customers Pose Risks for Disney StockDisney’s biggest problem in the near term is that it is almost exclusively a discretionary operation. Granted, the kids will be woefully disappointed if a planned Disney vacation is canceled. Yet, they will not die from a lack of Vitamin Disney. That means Disney-related expenses are likely to be among the first cut in households looking to save money. Especially as gas prices remain high—though somewhat lowered in recent days—and food prices remain catastrophically high.That’s bad enough for Disney. Yet Disney’s response to this is perhaps the most bewildering of all: it’s raising prices almost universally. Just back in August, Disney announced a price hike for Disney+, going from $7.99 per month to $10.99 per month.The company plans to release an ad-supported tier. Yet this is almost a cruel irony; the ad-supported version will cost $7.99 per month. That’s what it previously cost for a version with no ads. The price hikes may be all right here, however, as Disney has clear plans to keep content rolling out.The D23 event revealed several new releases either arriving soon or in the future. Sadly for those waiting for a “Rogue Squadron” spin-off, that movie seems to be pretty much off the table. Multiple scheduling conflicts seem to have emerged, keeping the lid on that one.However, several other Disney releases will land. “Haunted Mansion” is on the list, though it moved from March to August. Meanwhile, Disney’s “Wish” will hit just ahead of Thanksgiving 2023.That’s not all; reports suggest that a Disney vacation will cost “thousands more in 2023.”. As noted by CEO Bob Chapek: “For all visibility we have into the future, we’re not seeing any softening of our demand.” With reports noting that ticket demand is actually above capacity, price hikes are a reasonable response.Disney rolling out new extras like MagicBand+ systems allows for entirely new ways to charge customers to get the “full” experience. Issues of the supply chain hit food prices in the parks every bit as hard—or harder—than they do at the grocery store.However, increasingly disgruntled customers may derail this strategy. Demand will likely fall if this level of dissatisfaction keeps up.Disney guests are increasingly hitting social media to describe troubles at the parks. One report related the nightmarish experience of being stuck on one ride for over an hour. The ride? “It’s a Small World.” Perhaps worst of all, reports note the accompanying song played during that entire hour.That’s hardly the only case, either. Back in July, a car at Splash Mountain reportedly started sinking and required emergency evacuation. Increasingly expensive food is declining in quality, with one report comparing it to “prison food.”It does seem that there’s a resurgence of demand as lockdowns fade and COVID-19 related countermeasures shut down. However, Disney’s combination of rising prices and declining quality doesn’t seem to be a good plan to keep that stratospheric demand high.What is the Target Price for DIS Stock?Turning to Wall Street, Disney has a Strong Buy consensus rating. That’s based on 17 Buys and three Holds assigned in the past three months. The averageDisney price target of $143.94 implies 33.65% upside potential. Analyst price targets range from a low of $120 per share to a high of $229 per share.Conclusion: Disney Stock Looks Attractive, but Discretionary Spending Likely to FallDisney is an attractive buy right now. It’s currently trading just off its lows for the year and significantly under its lowest price targets. That makes its upside potential very attractive. The problem is that Disney needs to be able to achieve that upside potential. Disney is a largely discretionary operation. Current macroeconomic conditions all but assure discretionary funds will be under pressure for some time. That’s not good news for the company.With Disney also relying on suppressed demand to drive performance—even in the face of declining quality—its ability to hike prices on worsening experiences is likely also minimal.That’s why I’m neutral overall on Disney; it’s got a good thing going right now, but how long that good thing can continue is anyone’s guess.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9936068788,"gmtCreate":1662684360344,"gmtModify":1676537116869,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9936068788","repostId":"1157666494","repostType":2,"repost":{"id":"1157666494","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":1662684002,"share":"https://ttm.financial/m/news/1157666494?lang=&edition=fundamental","pubTime":"2022-09-09 08:40","market":"sg","language":"en","title":"Singapore Stocks to Watch: Frasers Property, Del Monte, Oxley, Aspen, Lian Beng","url":"https://stock-news.laohu8.com/highlight/detail?id=1157666494","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Friday (","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Sep 9):</p><p><b>Frasers Property (TQ5):</b> Frasers Property is proposing to offer up to $375 million of five-year fixed rate green notes under its $5 billion multicurrency debt issuance programme. The offer comes with an upsize option of up to $650 million.</p><p>The notes, which are intended to be listed on the Mainboard of the SGX-ST, will be issued by the group’s wholly-owned subsidiary, Frasers Property Treasury and guaranteed by Frasers Property.</p><p>The proposed offer includes a placement to institutional investors and relevant persons, as well as a public offer tranche that will be open to retail investors in Singapore.</p><p><b>Del Monte (D03):</b> Canned food brand Del Monte Pacific on Thursday (Sep 8) posted a net loss of US$30.5 million for the first quarter ended Jul 31, compared to a net profit of US$18.3 million a year ago, after a one-off US$71.9 million expense for the redemption of notes.</p><p>The company said US$26.3 million of the redemption cost was non-cash. Excluding the one-off cost, Del Monte would have generated a 7.2 per cent increase in net profit to US$19.6 million, after US subsidiary Del Monte Foods Inc’s (DMFI) 67 per cent rise in net profit on lower interest expense.</p><p>The company posted a loss per share of 1.65 US cents, compared with an earnings per share of 0.69 US cent a year ago.</p><p><b>Oxley (5UX),</b> <b>Aspen (1F3):</b> Oxley Holdings is proposing to distribute a dividend in specie of shares in Aspen (Group) Holdings held by Oxley, with shareholders receiving 23 Aspen shares for every 1,000 shares they hold.</p><p>Aspen, listed on the Singapore Exchange’s mainboard, is based in Malaysia and engages in property development, glove manufacturing and the restaurant business. Its market capitalisation was S$53.1 million as at Sep 2.</p><p>Oxley currently holds 101.3 million Aspen shares, representing about 9.4 per cent of the total number of issued shares.</p><p><b>Lian Beng (L03):</b> Lian Beng on Thursday (Sep 8) said its wholly owned subsidiary Lian Beng (Joo Chiat) has granted an option to sell a commercial property at 381 Joo Chiat Road to an unrelated third party.</p><p>The option is exercisable by the purchaser within 14 days from the date of the option. The aggregate sale consideration is S$42 million.</p><p>Lian Beng said the disposal is expected to have a postitive impact on the net earnings per share and net tangible assets per share of the group for the current financial year ending May 31, 2023.</p><p>The counter closed flat at S$0.53 on Thursday.</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>Singapore Stocks to Watch: Frasers Property, Del Monte, Oxley, Aspen, Lian Beng</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\">\nSingapore Stocks to Watch: Frasers Property, Del Monte, Oxley, Aspen, Lian Beng\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\">2022-09-09 08:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Friday (Sep 9):</p><p><b>Frasers Property (TQ5):</b> Frasers Property is proposing to offer up to $375 million of five-year fixed rate green notes under its $5 billion multicurrency debt issuance programme. The offer comes with an upsize option of up to $650 million.</p><p>The notes, which are intended to be listed on the Mainboard of the SGX-ST, will be issued by the group’s wholly-owned subsidiary, Frasers Property Treasury and guaranteed by Frasers Property.</p><p>The proposed offer includes a placement to institutional investors and relevant persons, as well as a public offer tranche that will be open to retail investors in Singapore.</p><p><b>Del Monte (D03):</b> Canned food brand Del Monte Pacific on Thursday (Sep 8) posted a net loss of US$30.5 million for the first quarter ended Jul 31, compared to a net profit of US$18.3 million a year ago, after a one-off US$71.9 million expense for the redemption of notes.</p><p>The company said US$26.3 million of the redemption cost was non-cash. Excluding the one-off cost, Del Monte would have generated a 7.2 per cent increase in net profit to US$19.6 million, after US subsidiary Del Monte Foods Inc’s (DMFI) 67 per cent rise in net profit on lower interest expense.</p><p>The company posted a loss per share of 1.65 US cents, compared with an earnings per share of 0.69 US cent a year ago.</p><p><b>Oxley (5UX),</b> <b>Aspen (1F3):</b> Oxley Holdings is proposing to distribute a dividend in specie of shares in Aspen (Group) Holdings held by Oxley, with shareholders receiving 23 Aspen shares for every 1,000 shares they hold.</p><p>Aspen, listed on the Singapore Exchange’s mainboard, is based in Malaysia and engages in property development, glove manufacturing and the restaurant business. Its market capitalisation was S$53.1 million as at Sep 2.</p><p>Oxley currently holds 101.3 million Aspen shares, representing about 9.4 per cent of the total number of issued shares.</p><p><b>Lian Beng (L03):</b> Lian Beng on Thursday (Sep 8) said its wholly owned subsidiary Lian Beng (Joo Chiat) has granted an option to sell a commercial property at 381 Joo Chiat Road to an unrelated third party.</p><p>The option is exercisable by the purchaser within 14 days from the date of the option. The aggregate sale consideration is S$42 million.</p><p>Lian Beng said the disposal is expected to have a postitive impact on the net earnings per share and net tangible assets per share of the group for the current financial year ending May 31, 2023.</p><p>The counter closed flat at S$0.53 on Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQ5.SI":"星狮地产有限公司","5UX.SI":"豪利","1F3.SI":"Aspen","D03.SI":"德蒙特"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157666494","content_text":"THE following companies saw new developments that may affect trading of their securities on Friday (Sep 9):Frasers Property (TQ5): Frasers Property is proposing to offer up to $375 million of five-year fixed rate green notes under its $5 billion multicurrency debt issuance programme. The offer comes with an upsize option of up to $650 million.The notes, which are intended to be listed on the Mainboard of the SGX-ST, will be issued by the group’s wholly-owned subsidiary, Frasers Property Treasury and guaranteed by Frasers Property.The proposed offer includes a placement to institutional investors and relevant persons, as well as a public offer tranche that will be open to retail investors in Singapore.Del Monte (D03): Canned food brand Del Monte Pacific on Thursday (Sep 8) posted a net loss of US$30.5 million for the first quarter ended Jul 31, compared to a net profit of US$18.3 million a year ago, after a one-off US$71.9 million expense for the redemption of notes.The company said US$26.3 million of the redemption cost was non-cash. Excluding the one-off cost, Del Monte would have generated a 7.2 per cent increase in net profit to US$19.6 million, after US subsidiary Del Monte Foods Inc’s (DMFI) 67 per cent rise in net profit on lower interest expense.The company posted a loss per share of 1.65 US cents, compared with an earnings per share of 0.69 US cent a year ago.Oxley (5UX), Aspen (1F3): Oxley Holdings is proposing to distribute a dividend in specie of shares in Aspen (Group) Holdings held by Oxley, with shareholders receiving 23 Aspen shares for every 1,000 shares they hold.Aspen, listed on the Singapore Exchange’s mainboard, is based in Malaysia and engages in property development, glove manufacturing and the restaurant business. Its market capitalisation was S$53.1 million as at Sep 2.Oxley currently holds 101.3 million Aspen shares, representing about 9.4 per cent of the total number of issued shares.Lian Beng (L03): Lian Beng on Thursday (Sep 8) said its wholly owned subsidiary Lian Beng (Joo Chiat) has granted an option to sell a commercial property at 381 Joo Chiat Road to an unrelated third party.The option is exercisable by the purchaser within 14 days from the date of the option. The aggregate sale consideration is S$42 million.Lian Beng said the disposal is expected to have a postitive impact on the net earnings per share and net tangible assets per share of the group for the current financial year ending May 31, 2023.The counter closed flat at S$0.53 on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906716778,"gmtCreate":1659588833096,"gmtModify":1705981980062,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906716778","repostId":"2256999219","repostType":4,"repost":{"id":"2256999219","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":1659576660,"share":"https://ttm.financial/m/news/2256999219?lang=&edition=fundamental","pubTime":"2022-08-04 09:31","market":"us","language":"en","title":"Why the U.S. Stock Rally Is Starting to a Look like a New Bull Market, According to These Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=2256999219","media":"Dow Jones","summary":"Gains haven't yet ticked all the bull-market boxesBroader is better when it comes to the stock marke","content":"<html><head></head><body><p><b>Gains haven&#39;t yet ticked all the bull-market boxes</b></p><p>Broader is better when it comes to the stock market rally and some analysts see technical signs that gains may be signaling the end of the 2022 bear market, though it&#39;s too early to say for sure.</p><p>&#34;The risk that the recent advance is merely a bear market rally has not been eliminated. But...the technical improvement up to this point is more akin to a new cyclical bull market than a bear market rally,&#34; said Ed Clissold and Thanh Nguyen of Ned Davis Research, in a Tuesday note.</p><p>Technical analysts pay close attention to various measures of market breadth -- or how many stocks are participating in a move up or down.</p><p>Clissold and Nguyen noted that the rally that followed Federal Reserve Chair Jerome Powell&#39;s July 27 news conference produced a pair of rare &#34;breadth thrust&#34; signals: first, the percentage of stocks hitting 20-day new highs rose above 55% for the first time since June 2020; second, the ratio of 10-day advances to 10-day declines rose to 1.9 for the first time since 2021. The moves came after a 10:1 up day for S&amp;P 500 stocks earlier in July.</p><p><img src=\"https://static.tigerbbs.com/cc602f4b86d96cc57e7d38df0ec969f5\" tg-width=\"523\" tg-height=\"1239\" width=\"100%\" height=\"auto\"/>The S&amp;P 500 through Wednesday’s close had bounced 13.3% from its June 16 low. The S&amp;P 500 rose 1.6% on Wednesday, while the Dow Jones Industrial Average finished with a gain of more than 400 points, or 1.3%.</p><p>Breadth-thrust indicators are designed to be rare, but the growing role of exchange-traded funds, algorithmic trading and other factors have increased their frequency in the last 13 years, the analysts noted. Clissold and Nguyen said they still offer useful signals but require a &#34;trust but verify&#34; approach.</p><p>As for the latest moves, they noted that earlier rallies off the March and May lows triggered two other breadth thrust signals each. &#34;The fact that each of the three indicators that fired in July did not earlier in 2022 is a change worth noting,&#34; the analysts wrote.</p><p>Those earlier rallies, of course, proved to be head fakes. That means the abiding question for investors is whether the recent gains is just another in a series of failed rallies in a cyclical bear market or the early stages of a new bull market, the analysts acknowledged.</p><p>They found that three indicators -- the percentage of stocks at 21-day new highs, percentage of stocks at 63-day new highs, and the percentage of stocks above their 50-day moving averages, are higher than not only bear market rally medians, but the new bull market medians as well.</p><p>Clissold and Nguyen said NDR&#39;s &#34;Big Mo Tape,&#34; a measure of the percentage of subindustries in uptrends, stands in between the bear-rally median and the new bull market median.</p><p>Overall, the current market setup trails the technical improvement that was seen after lows in 2009, 2011 and 2016, but is stronger than the start of several bull markets from the late 1980s through the early 2000s for most breadth measures, they said.</p><p>The Big Mo Tape is the one to watch for additional technical confirmation, the analysts said. A continued climb in coming weeks would see it join other technical gauges in being &#34;clearly more consistent with a cyclical bull than a bear-market rally,&#34; they wrote.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the U.S. Stock Rally Is Starting to a Look like a New Bull Market, According to These Analysts</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 the U.S. Stock Rally Is Starting to a Look like a New Bull Market, According to These Analysts\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\">2022-08-04 09:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Gains haven&#39;t yet ticked all the bull-market boxes</b></p><p>Broader is better when it comes to the stock market rally and some analysts see technical signs that gains may be signaling the end of the 2022 bear market, though it&#39;s too early to say for sure.</p><p>&#34;The risk that the recent advance is merely a bear market rally has not been eliminated. But...the technical improvement up to this point is more akin to a new cyclical bull market than a bear market rally,&#34; said Ed Clissold and Thanh Nguyen of Ned Davis Research, in a Tuesday note.</p><p>Technical analysts pay close attention to various measures of market breadth -- or how many stocks are participating in a move up or down.</p><p>Clissold and Nguyen noted that the rally that followed Federal Reserve Chair Jerome Powell&#39;s July 27 news conference produced a pair of rare &#34;breadth thrust&#34; signals: first, the percentage of stocks hitting 20-day new highs rose above 55% for the first time since June 2020; second, the ratio of 10-day advances to 10-day declines rose to 1.9 for the first time since 2021. The moves came after a 10:1 up day for S&amp;P 500 stocks earlier in July.</p><p><img src=\"https://static.tigerbbs.com/cc602f4b86d96cc57e7d38df0ec969f5\" tg-width=\"523\" tg-height=\"1239\" width=\"100%\" height=\"auto\"/>The S&amp;P 500 through Wednesday’s close had bounced 13.3% from its June 16 low. The S&amp;P 500 rose 1.6% on Wednesday, while the Dow Jones Industrial Average finished with a gain of more than 400 points, or 1.3%.</p><p>Breadth-thrust indicators are designed to be rare, but the growing role of exchange-traded funds, algorithmic trading and other factors have increased their frequency in the last 13 years, the analysts noted. Clissold and Nguyen said they still offer useful signals but require a &#34;trust but verify&#34; approach.</p><p>As for the latest moves, they noted that earlier rallies off the March and May lows triggered two other breadth thrust signals each. &#34;The fact that each of the three indicators that fired in July did not earlier in 2022 is a change worth noting,&#34; the analysts wrote.</p><p>Those earlier rallies, of course, proved to be head fakes. That means the abiding question for investors is whether the recent gains is just another in a series of failed rallies in a cyclical bear market or the early stages of a new bull market, the analysts acknowledged.</p><p>They found that three indicators -- the percentage of stocks at 21-day new highs, percentage of stocks at 63-day new highs, and the percentage of stocks above their 50-day moving averages, are higher than not only bear market rally medians, but the new bull market medians as well.</p><p>Clissold and Nguyen said NDR&#39;s &#34;Big Mo Tape,&#34; a measure of the percentage of subindustries in uptrends, stands in between the bear-rally median and the new bull market median.</p><p>Overall, the current market setup trails the technical improvement that was seen after lows in 2009, 2011 and 2016, but is stronger than the start of several bull markets from the late 1980s through the early 2000s for most breadth measures, they said.</p><p>The Big Mo Tape is the one to watch for additional technical confirmation, the analysts said. A continued climb in coming weeks would see it join other technical gauges in being &#34;clearly more consistent with a cyclical bull than a bear-market rally,&#34; they wrote.</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","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","BK4504":"桥水持仓","BK4550":"红杉资本持仓","SSO":"两倍做多标普500ETF","UPRO":"三倍做多标普500ETF","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","IVV":"标普500指数ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","OEX":"标普100"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256999219","content_text":"Gains haven't yet ticked all the bull-market boxesBroader is better when it comes to the stock market rally and some analysts see technical signs that gains may be signaling the end of the 2022 bear market, though it's too early to say for sure.\"The risk that the recent advance is merely a bear market rally has not been eliminated. But...the technical improvement up to this point is more akin to a new cyclical bull market than a bear market rally,\" said Ed Clissold and Thanh Nguyen of Ned Davis Research, in a Tuesday note.Technical analysts pay close attention to various measures of market breadth -- or how many stocks are participating in a move up or down.Clissold and Nguyen noted that the rally that followed Federal Reserve Chair Jerome Powell's July 27 news conference produced a pair of rare \"breadth thrust\" signals: first, the percentage of stocks hitting 20-day new highs rose above 55% for the first time since June 2020; second, the ratio of 10-day advances to 10-day declines rose to 1.9 for the first time since 2021. The moves came after a 10:1 up day for S&P 500 stocks earlier in July.The S&P 500 through Wednesday’s close had bounced 13.3% from its June 16 low. The S&P 500 rose 1.6% on Wednesday, while the Dow Jones Industrial Average finished with a gain of more than 400 points, or 1.3%.Breadth-thrust indicators are designed to be rare, but the growing role of exchange-traded funds, algorithmic trading and other factors have increased their frequency in the last 13 years, the analysts noted. Clissold and Nguyen said they still offer useful signals but require a \"trust but verify\" approach.As for the latest moves, they noted that earlier rallies off the March and May lows triggered two other breadth thrust signals each. \"The fact that each of the three indicators that fired in July did not earlier in 2022 is a change worth noting,\" the analysts wrote.Those earlier rallies, of course, proved to be head fakes. That means the abiding question for investors is whether the recent gains is just another in a series of failed rallies in a cyclical bear market or the early stages of a new bull market, the analysts acknowledged.They found that three indicators -- the percentage of stocks at 21-day new highs, percentage of stocks at 63-day new highs, and the percentage of stocks above their 50-day moving averages, are higher than not only bear market rally medians, but the new bull market medians as well.Clissold and Nguyen said NDR's \"Big Mo Tape,\" a measure of the percentage of subindustries in uptrends, stands in between the bear-rally median and the new bull market median.Overall, the current market setup trails the technical improvement that was seen after lows in 2009, 2011 and 2016, but is stronger than the start of several bull markets from the late 1980s through the early 2000s for most breadth measures, they said.The Big Mo Tape is the one to watch for additional technical confirmation, the analysts said. A continued climb in coming weeks would see it join other technical gauges in being \"clearly more consistent with a cyclical bull than a bear-market rally,\" they wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901484268,"gmtCreate":1659245723754,"gmtModify":1676536277154,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901484268","repostId":"2254034642","repostType":4,"repost":{"id":"2254034642","kind":"highlight","pubTimestamp":1659226925,"share":"https://ttm.financial/m/news/2254034642?lang=&edition=fundamental","pubTime":"2022-07-31 08:22","market":"us","language":"en","title":"2 Stock-Split Stocks That Are Historically Cheap and Begging to Be Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2254034642","media":"Motley Fool","summary":"Stock-split euphoria has taken hold of Wall Street, with a select few stock-split stocks standing out as incredible bargains.","content":"<html><head></head><body><p>It&#39;s been quite the year for Wall Street. The broad-based <b>S&amp;P 500</b> produced its worst first-half to a year in more than a half-century, while the growth stock-driven <b>Nasdaq Composite</b> tumbled by more than 30%. Consumers are dealing with historically high inflation (9.1% in June 2022), as well as the ripple effects on the energy supply chain of Ukraine war. To top things off, the COVID-19 pandemic is still ongoing and adversely impacting supply chains globally.</p><p>Yet amid this chaos, investors have developed a case of stock-split euphoria. A stock split is a way for a publicly traded company to alter its share price and outstanding share count without having an effect on its market cap or operating performance. A forward stock split, which is what tends to get investors most excited, reduces the nominal share price of a stock and makes it more affordable for retail investors.</p><p><img src=\"https://static.tigerbbs.com/e2daa6e9727c19deaf0363e0545334e0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Forward stock splits are almost always viewed as bullish events. The thinking here is that a company wouldn&#39;t need to split in the first place if it wasn&#39;t executing on its growth strategy and hadn&#39;t seen its share price rise as a result.</p><p>But among this veritable sea of stock-split stocks in 2022 stands two widely held companies that are historically cheaper than they&#39;ve ever been and are begging to be bought by patient investors.</p><h2>Alphabet</h2><p>Without question, the no-brainer buy among this year&#39;s stock-split stocks is <b>Alphabet</b>, parent company of internet search engine Google and streaming platform YouTube.</p><p>Alphabet actually kicked off stock-split mania by announcing in February that, with the approval of its shareholders, it would split its shares 20-for-1. The company ultimately gained the requisite approval of its shareholders and began trading at its post-split price on July 18.</p><p>Like most FAANG stocks, Alphabet has been put through the wringer this year. There appears to be growing evidence that a recession is brewing or possibly already here. Since the lion&#39;s share of the company&#39;s sales is derived from advertising, and ad revenue is among the first things to be hit during a recession or economic contraction, there&#39;s genuine worry that Alphabet could be fighting an uphill battle in coming quarters.</p><p>However, analyzing Alphabet&#39;s operating performance over one or two quarters isn&#39;t the correct approach. If investors widen the lens and take into account its numerous sustainable competitive advantages and long-winded growth opportunities, they&#39;d likely realize it&#39;s one of Wall Street&#39;s top bargains.</p><p>Take the company&#39;s foundational internet search engine segment as a perfect example. For the past two years, Google has practically been a monopoly. Data from GlobalStats shows that it&#39;s held between 91% and 93% of global internet search market share. This virtually insurmountable market share lead is what affords the company such impressive ad-pricing power. It also explains why Google has grown by a double-digit annual percentage (save for the initial stages of the COVID-19 pandemic) for two decades.</p><p>There&#39;s also YouTube, which has blossomed into the second most-visited social media site on the planet (2.56 billion monthly active users). Although ad sales have slowed in recent quarters as recession worries mount, YouTube appears to be pacing close to $30 billion in annual ad sales. Additionally, don&#39;t overlook YouTube&#39;s premium subscriptions as a growth driver.</p><p>But it&#39;s Alphabet&#39;s cloud service infrastructure segment, Google Cloud, which is most impressive. Google Cloud is the world&#39;s No. 3 cloud service provider by total revenue, and it&#39;s been consistently growing by 40% to 50% on an annual basis. Although it&#39;s a bottom-line drag for the moment as Alphabet invests aggressively in cloud, it could easily become the company&#39;s leading operating cash flow driver by mid-decade.</p><p>Over the past five years, Alphabet has traded at an average of 26.4 times Wall Street&#39;s forward-year earnings forecast for the company, as well as 19.2 times cash flow. You can pick up shares of Alphabet right now for less than 17 times Wall Street&#39;s forecast earnings for 2023 and less than 9 times forecast cash flow for 2025. It&#39;s a screaming buy at these levels.</p><p><img src=\"https://static.tigerbbs.com/658dab36fafe7be882565f7cd199cc1b\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/></p><h2>Amazon</h2><p>Perhaps unsurprisingly, the second stock-split stock that&#39;s historically cheap and begging to be bought by opportunistic long-term investors is FAANG stock <b>Amazon</b>.</p><p>Amazon rode Alphabet&#39;s coattails and announced its intention to conduct a 20-for-1 forward stock split in March. However, it beat Alphabet to the punch by gaining shareholder approval and executing its split on June 6.</p><p>Consistent with prevailing recessionary fears, Amazon&#39;s shares have come under pressure in 2022. As a company that generates the bulk of its revenue from e-commerce sales, historically high inflation and a potential economic slowdown represent a worrisome combination. It also doesn&#39;t help that retail giant <b>Walmart</b> issued a profit warning following the closing bell on July 25.</p><p>But just as with Alphabet, examining a one- or-two-quarter performance for Amazon won&#39;t tell you a lot about where this company is headed. If you really dig in and look at the big picture, you&#39;ll see a company where practically everything is going right, even in the wake of historically high inflation.</p><p>Most people are familiar with Amazon because of its leading online marketplace. In March, eMarketer released a study estimating that Amazon would collect just shy of 40% of all online retail sales in the U.S. in 2022. By comparison, the company&#39;s 14 closest competitors are only expected to account for 31% of e-commerce sales in the U.S. on a combined basis.</p><p>Yet retail sales are a capital-intensive and generally low-margin segment for Amazon. Though e-commerce is responsible for most of the company&#39;s sales, it&#39;s the ancillary opportunities created from e-commerce, as well as Amazon&#39;s other operating segments, that are key to its success.</p><p>As an example, Amazon&#39;s online marketplace has helped the company sign up more than 200 million Prime members worldwide. That&#39;s tens of billions of dollars in annual fees the company collects from Prime, which it&#39;s able to use to support its vast logistics network, undercut brick-and-mortar retailers on price, or perhaps reinvest in other high-growth initiatives.</p><p>The fascinating aspect about Amazon is that its leading online retail segment could generate no growth or modestly negative growth, and the company&#39;s operating cash flow can still soar. That&#39;s because it&#39;s generating considerably juicier operating margins from advertising, subscriptions, and cloud services.</p><p>Whereas Google Cloud chimes in as the world&#39;s No. 3 cloud-service provider with 8% share, Amazon Web Services (AWS) accounted for 33% of global cloud service sales in the first quarter, according to Canalys. AWS has been growing by 30% to 40% annually. Even though AWS only accounts for roughly an eighth of Amazon&#39;s net sales, it&#39;s consistently been the company&#39;s leading generator of operating income.</p><p>Over the trailing five-year period, Amazon has averaged a multiple of 31.1 times its operating cash flow. This is a premium that Wall Street and investors have been comfortable paying for shares of Amazon since 2010. Yet based on Wall Street&#39;s consensus, Amazon could more than triple its cash flow by 2025 (relative to 2021), and it would be valued at a multiple of 8.6 times cash flow. That makes it historically cheap and an ideal stock-split stock for long-term investors to 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>2 Stock-Split Stocks That Are Historically Cheap and Begging to Be 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\">\n2 Stock-Split Stocks That Are Historically Cheap and Begging to Be Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been quite the year for Wall Street. The broad-based S&P 500 produced its worst first-half to a year in more than a half-century, while the growth stock-driven Nasdaq Composite tumbled by more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254034642","content_text":"It's been quite the year for Wall Street. The broad-based S&P 500 produced its worst first-half to a year in more than a half-century, while the growth stock-driven Nasdaq Composite tumbled by more than 30%. Consumers are dealing with historically high inflation (9.1% in June 2022), as well as the ripple effects on the energy supply chain of Ukraine war. To top things off, the COVID-19 pandemic is still ongoing and adversely impacting supply chains globally.Yet amid this chaos, investors have developed a case of stock-split euphoria. A stock split is a way for a publicly traded company to alter its share price and outstanding share count without having an effect on its market cap or operating performance. A forward stock split, which is what tends to get investors most excited, reduces the nominal share price of a stock and makes it more affordable for retail investors.Forward stock splits are almost always viewed as bullish events. The thinking here is that a company wouldn't need to split in the first place if it wasn't executing on its growth strategy and hadn't seen its share price rise as a result.But among this veritable sea of stock-split stocks in 2022 stands two widely held companies that are historically cheaper than they've ever been and are begging to be bought by patient investors.AlphabetWithout question, the no-brainer buy among this year's stock-split stocks is Alphabet, parent company of internet search engine Google and streaming platform YouTube.Alphabet actually kicked off stock-split mania by announcing in February that, with the approval of its shareholders, it would split its shares 20-for-1. The company ultimately gained the requisite approval of its shareholders and began trading at its post-split price on July 18.Like most FAANG stocks, Alphabet has been put through the wringer this year. There appears to be growing evidence that a recession is brewing or possibly already here. Since the lion's share of the company's sales is derived from advertising, and ad revenue is among the first things to be hit during a recession or economic contraction, there's genuine worry that Alphabet could be fighting an uphill battle in coming quarters.However, analyzing Alphabet's operating performance over one or two quarters isn't the correct approach. If investors widen the lens and take into account its numerous sustainable competitive advantages and long-winded growth opportunities, they'd likely realize it's one of Wall Street's top bargains.Take the company's foundational internet search engine segment as a perfect example. For the past two years, Google has practically been a monopoly. Data from GlobalStats shows that it's held between 91% and 93% of global internet search market share. This virtually insurmountable market share lead is what affords the company such impressive ad-pricing power. It also explains why Google has grown by a double-digit annual percentage (save for the initial stages of the COVID-19 pandemic) for two decades.There's also YouTube, which has blossomed into the second most-visited social media site on the planet (2.56 billion monthly active users). Although ad sales have slowed in recent quarters as recession worries mount, YouTube appears to be pacing close to $30 billion in annual ad sales. Additionally, don't overlook YouTube's premium subscriptions as a growth driver.But it's Alphabet's cloud service infrastructure segment, Google Cloud, which is most impressive. Google Cloud is the world's No. 3 cloud service provider by total revenue, and it's been consistently growing by 40% to 50% on an annual basis. Although it's a bottom-line drag for the moment as Alphabet invests aggressively in cloud, it could easily become the company's leading operating cash flow driver by mid-decade.Over the past five years, Alphabet has traded at an average of 26.4 times Wall Street's forward-year earnings forecast for the company, as well as 19.2 times cash flow. You can pick up shares of Alphabet right now for less than 17 times Wall Street's forecast earnings for 2023 and less than 9 times forecast cash flow for 2025. It's a screaming buy at these levels.AmazonPerhaps unsurprisingly, the second stock-split stock that's historically cheap and begging to be bought by opportunistic long-term investors is FAANG stock Amazon.Amazon rode Alphabet's coattails and announced its intention to conduct a 20-for-1 forward stock split in March. However, it beat Alphabet to the punch by gaining shareholder approval and executing its split on June 6.Consistent with prevailing recessionary fears, Amazon's shares have come under pressure in 2022. As a company that generates the bulk of its revenue from e-commerce sales, historically high inflation and a potential economic slowdown represent a worrisome combination. It also doesn't help that retail giant Walmart issued a profit warning following the closing bell on July 25.But just as with Alphabet, examining a one- or-two-quarter performance for Amazon won't tell you a lot about where this company is headed. If you really dig in and look at the big picture, you'll see a company where practically everything is going right, even in the wake of historically high inflation.Most people are familiar with Amazon because of its leading online marketplace. In March, eMarketer released a study estimating that Amazon would collect just shy of 40% of all online retail sales in the U.S. in 2022. By comparison, the company's 14 closest competitors are only expected to account for 31% of e-commerce sales in the U.S. on a combined basis.Yet retail sales are a capital-intensive and generally low-margin segment for Amazon. Though e-commerce is responsible for most of the company's sales, it's the ancillary opportunities created from e-commerce, as well as Amazon's other operating segments, that are key to its success.As an example, Amazon's online marketplace has helped the company sign up more than 200 million Prime members worldwide. That's tens of billions of dollars in annual fees the company collects from Prime, which it's able to use to support its vast logistics network, undercut brick-and-mortar retailers on price, or perhaps reinvest in other high-growth initiatives.The fascinating aspect about Amazon is that its leading online retail segment could generate no growth or modestly negative growth, and the company's operating cash flow can still soar. That's because it's generating considerably juicier operating margins from advertising, subscriptions, and cloud services.Whereas Google Cloud chimes in as the world's No. 3 cloud-service provider with 8% share, Amazon Web Services (AWS) accounted for 33% of global cloud service sales in the first quarter, according to Canalys. AWS has been growing by 30% to 40% annually. Even though AWS only accounts for roughly an eighth of Amazon's net sales, it's consistently been the company's leading generator of operating income.Over the trailing five-year period, Amazon has averaged a multiple of 31.1 times its operating cash flow. This is a premium that Wall Street and investors have been comfortable paying for shares of Amazon since 2010. Yet based on Wall Street's consensus, Amazon could more than triple its cash flow by 2025 (relative to 2021), and it would be valued at a multiple of 8.6 times cash flow. That makes it historically cheap and an ideal stock-split stock for long-term investors to buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914110617,"gmtCreate":1665198423639,"gmtModify":1676537572061,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914110617","repostId":"2273833362","repostType":4,"repost":{"id":"2273833362","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":1665186683,"share":"https://ttm.financial/m/news/2273833362?lang=&edition=fundamental","pubTime":"2022-10-08 07:51","market":"us","language":"en","title":"Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=2273833362","media":"Dow Jones","summary":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his in","content":"<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></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>Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities</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\">\nTwitter-Elon Musk Deal Has Offered Investors Several Big Opportunities\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\">2022-10-08 07:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4211":"区域性银行","BK4508":"社交媒体","BK4527":"明星科技股","BK4550":"红杉资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4551":"寇图资本持仓","ISBC":"投资者银行","TWTR":"Twitter","BK4511":"特斯拉概念","TSLA":"特斯拉","BK4099":"汽车制造商","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4579":"人工智能","BK4555":"新能源车","BK4516":"特朗普概念","BK4077":"互动媒体与服务","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273833362","content_text":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.The outcome of the deal remains in doubt, even after Mr. Musk's surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it'll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.\"Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,\" Mr. Ricks said.At one point, the difference between Twitter's stock price and Mr. Musk's original offer was 66%, below the 76% record set by Blackstone Group's 2019 purchase of Tallgrass Energy.The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.Investors like Carl Icahn, Daniel Loeb's Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter's low-yielding convertible bonds, which could be changed into stock if Musk's deal went through.-- Ionic's trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987982565,"gmtCreate":1667793006457,"gmtModify":1676537964499,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987982565","repostId":"1187333009","repostType":4,"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915631486,"gmtCreate":1665019260045,"gmtModify":1676537545012,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915631486","repostId":"1185723829","repostType":4,"repost":{"id":"1185723829","kind":"news","pubTimestamp":1665016296,"share":"https://ttm.financial/m/news/1185723829?lang=&edition=fundamental","pubTime":"2022-10-06 08:31","market":"us","language":"en","title":"Oil Extends Rally on OPEC+ Output Cut and Russian Supply Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=1185723829","media":"Bloomberg","summary":"OPEC+ agrees to reduce production by 2 million barrels a dayWTI futures have advanced 10% over the p","content":"<html><head></head><body><ul><li>OPEC+ agrees to reduce production by 2 million barrels a day</li><li>WTI futures have advanced 10% over the past three sessions</li></ul><p>Oil rose for a fourth session after the OPEC+ alliance agreed to the biggest production cut since 2020 and Russia reiterated a warning that it won’t sell crude to any countries that adopt a price cap.</p><p>West Texas Intermediate futures traded over $88 a barrel after jumping 10% over the previous three sessions. OPEC+said it would reduce its output by 2 million barrels a day from November, a move that drew a swift rebuke from the US. The Biden administration has previously sought more supply from producers as it battles energy-driven inflation.</p><p>Goldman Sachs Group Inc.raisedits fourth quarter price forecast for Brent crude to $110 a barrel after the OPEC+ action and said the reduction could prompt the International Energy Agency to coordinate a release of oil reserves. The cut has halted a prolonged slide in crude prices, with the US benchmark capping a 25% loss in the previous quarter.</p><p><img src=\"https://static.tigerbbs.com/782c69d4bb588b60749267266b5afb1e\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Saudi Arabia’s energy minister said the real-world impact of the cuts will likely be around 1 million to 1.1 million barrels a day given some alliance members are already pumping well below their quotas. That stillequatesto the biggest reduction since the start of the pandemic.</p><p>Speaking after the OPEC+ announcement, Russian Deputy Prime Minister Alexander Novak said moves to cap the price of his country’s oil will backfire and could lead to a temporary reduction in its output. The European Union on Wednesday approved a fresh package ofsanctionson Moscow that includes the US-led measure to put a price limit on Russian oil.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Extends Rally on OPEC+ Output Cut and Russian Supply Warning</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\">\nOil Extends Rally on OPEC+ Output Cut and Russian Supply Warning\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-05/oil-extends-rally-on-opec-output-cut-and-russian-supply-warning><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OPEC+ agrees to reduce production by 2 million barrels a dayWTI futures have advanced 10% over the past three sessionsOil rose for a fourth session after the OPEC+ alliance agreed to the biggest ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-05/oil-extends-rally-on-opec-output-cut-and-russian-supply-warning\">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.bloomberg.com/news/articles/2022-10-05/oil-extends-rally-on-opec-output-cut-and-russian-supply-warning","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185723829","content_text":"OPEC+ agrees to reduce production by 2 million barrels a dayWTI futures have advanced 10% over the past three sessionsOil rose for a fourth session after the OPEC+ alliance agreed to the biggest production cut since 2020 and Russia reiterated a warning that it won’t sell crude to any countries that adopt a price cap.West Texas Intermediate futures traded over $88 a barrel after jumping 10% over the previous three sessions. OPEC+said it would reduce its output by 2 million barrels a day from November, a move that drew a swift rebuke from the US. The Biden administration has previously sought more supply from producers as it battles energy-driven inflation.Goldman Sachs Group Inc.raisedits fourth quarter price forecast for Brent crude to $110 a barrel after the OPEC+ action and said the reduction could prompt the International Energy Agency to coordinate a release of oil reserves. The cut has halted a prolonged slide in crude prices, with the US benchmark capping a 25% loss in the previous quarter.Saudi Arabia’s energy minister said the real-world impact of the cuts will likely be around 1 million to 1.1 million barrels a day given some alliance members are already pumping well below their quotas. That stillequatesto the biggest reduction since the start of the pandemic.Speaking after the OPEC+ announcement, Russian Deputy Prime Minister Alexander Novak said moves to cap the price of his country’s oil will backfire and could lead to a temporary reduction in its output. The European Union on Wednesday approved a fresh package ofsanctionson Moscow that includes the US-led measure to put a price limit on Russian oil.","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908911963,"gmtCreate":1659311723752,"gmtModify":1676536284096,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908911963","repostId":"2256011225","repostType":4,"repost":{"id":"2256011225","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":1659308889,"share":"https://ttm.financial/m/news/2256011225?lang=&edition=fundamental","pubTime":"2022-08-01 07:08","market":"hk","language":"en","title":"AMD, PayPal, Starbucks, Uber, Paramount, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2256011225","media":"Dow Jones","summary":"Brands release earnings.The ISM releases its Services PMI for July. The consensus call is for a 53.3 reading, two points less than in June. The Services PMI has fallen for three consecutive months and is at its lowest","content":"<html><head></head><body><p>It&#39;s the peak stretch of second-quarter earnings season, with roughly 150 S&amp;P 500 firms scheduled to report this week. The highlights on the economic calendar will be a pair of purchasing managers&#39; index readings and jobs Friday.</p><p>Devon Energy and Simon Property Group will get the ball rolling on Monday before a busy Tuesday: Advanced Micro Devices, Airbnb, Caterpillar, Electronic Arts, Marathon Petroleum, Marriott International, Occidental Petroleum, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Starbucks, and Uber Technologies all report.</p><p>Wednesday&#39;s earnings highlights will be <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, CVS Health, <a href=\"https://laohu8.com/S/EBAY\">eBay</a>, and Moderna. Thursday will bring results from Alibaba Group Holding, <a href=\"https://laohu8.com/S/SQ\">Block</a>, ConocoPhillips, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, and <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a>, before EOG Resources and Western Digital close the week on Friday.</p><p>Economic data out this week will include the Institute for Supply Management&#39;s Manufacturing Purchasing Managers&#39; Index for July on Monday, followed by the Services PMI on Wednesday. Both measures of activity are seen declining from June.</p><p>On Tuesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey for June. Then, on Thursday, the Bank of England will announce a monetary-policy decision. An interest-rate hike is likely to be in store.</p><p>Finally, the highlight of the week will be the Bureau of Labor Statistics&#39; jobs report for July on Friday morning. Economists&#39; consensus calls for growth of 250,000 nonfarm payrolls and for the unemployment rate to remain at 3.6%.</p><p><img src=\"https://static.tigerbbs.com/1c866f9d2a2e4a047e5dea410b8fc868\" tg-width=\"2024\" tg-height=\"1427\" referrerpolicy=\"no-referrer\"/></p><h2>Monday 8/1</h2><p>Arista Networks, DaVita, Devon Energy, Global Payments, SBA Communications, Simon Property Group, and Williams Cos. report earnings.</p><p>The Census Bureau reports construction spending statistics for June. Consensus estimate is for a 0.2% monthly rise in total construction outlays, to a seasonally adjusted annual rate of $1.78 trillion.</p><p>The Institute for Supply Management releases its Manufacturing Purchasing Managers&#39; Index for July. Economists forecast a 52.2 reading, slightly lower than June&#39;s 53, which was the lowest in two years.</p><h2>Tuesday 8/2</h2><p>The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Expectations are for 11.1 million job openings on the last business day for June, 154,000 fewer than in May.</p><p>Advanced Micro Devices, Airbnb, BP, Caterpillar, Cummins, DuPont, Eaton, Electronic Arts, Gilead Sciences, Marathon Petroleum, Marriott International, Occidental Petroleum, PayPal Holdings, Prudential Financial, S&amp;P Global, SolarEdge Technologies, Starbucks, and Uber Technologies announce quarterly results.</p><h2>Wednesday 8/3</h2><p>AmerisourceBergen, Booking Holdings, Clorox, CVS Health, eBay, Entergy, Exelon, Fortinet, Ingersoll Rand, McKesson, MetLife, Moderna, Regeneron Pharmaceuticals, and Yum! Brands release earnings.</p><p>The ISM releases its Services PMI for July. The consensus call is for a 53.3 reading, two points less than in June. The Services PMI has fallen for three consecutive months and is at its lowest level since May of 2020.</p><h2>Thursday 8/4</h2><p>Alibaba Group Holding, Amgen, Becton Dickinson, Block, Cigna, ConocoPhillips, <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Energy, Eli Lilly, <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group, Fidelity National Information Services, Intercontinental Exchange, Kellogg, Novo Nordisk, <a href=\"https://laohu8.com/S/PARAA\">Paramount Global</a>, Sempra, Vertex Pharmaceuticals, Warner Bros. Discovery, and Zoetis hold calls to discuss quarterly results.</p><p>The Bank of England announces its monetary-policy decision. Traders are pricing in a 50% chance that the central bank will raise its key interest rate by a half-percentage point, to 1.75%.</p><p>The Department of Labor reports initial jobless claims for the week ending on July 30. The four-week average for claims is 249,250 -- the highest level since late last year.</p><h2>Friday 8/5</h2><p>Western Digital and Westinghouse Air Brake Technologies report earnings.</p><p>The Bureau of Labor Statistics releases the jobs report for July. Economists think the economy added 250,000 jobs, after a 372,000 increase in June. The unemployment rate is forecast to remain unchanged near a half-century low of 3.6%.</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>AMD, PayPal, Starbucks, Uber, Paramount, and Other Stocks for Investors to Watch This Week</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\">\nAMD, PayPal, Starbucks, Uber, Paramount, and Other Stocks for Investors to Watch This Week\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\">2022-08-01 07:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It&#39;s the peak stretch of second-quarter earnings season, with roughly 150 S&amp;P 500 firms scheduled to report this week. The highlights on the economic calendar will be a pair of purchasing managers&#39; index readings and jobs Friday.</p><p>Devon Energy and Simon Property Group will get the ball rolling on Monday before a busy Tuesday: Advanced Micro Devices, Airbnb, Caterpillar, Electronic Arts, Marathon Petroleum, Marriott International, Occidental Petroleum, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Starbucks, and Uber Technologies all report.</p><p>Wednesday&#39;s earnings highlights will be <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a>, CVS Health, <a href=\"https://laohu8.com/S/EBAY\">eBay</a>, and Moderna. Thursday will bring results from Alibaba Group Holding, <a href=\"https://laohu8.com/S/SQ\">Block</a>, ConocoPhillips, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, and <a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a>, before EOG Resources and Western Digital close the week on Friday.</p><p>Economic data out this week will include the Institute for Supply Management&#39;s Manufacturing Purchasing Managers&#39; Index for July on Monday, followed by the Services PMI on Wednesday. Both measures of activity are seen declining from June.</p><p>On Tuesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey for June. Then, on Thursday, the Bank of England will announce a monetary-policy decision. An interest-rate hike is likely to be in store.</p><p>Finally, the highlight of the week will be the Bureau of Labor Statistics&#39; jobs report for July on Friday morning. Economists&#39; consensus calls for growth of 250,000 nonfarm payrolls and for the unemployment rate to remain at 3.6%.</p><p><img src=\"https://static.tigerbbs.com/1c866f9d2a2e4a047e5dea410b8fc868\" tg-width=\"2024\" tg-height=\"1427\" referrerpolicy=\"no-referrer\"/></p><h2>Monday 8/1</h2><p>Arista Networks, DaVita, Devon Energy, Global Payments, SBA Communications, Simon Property Group, and Williams Cos. report earnings.</p><p>The Census Bureau reports construction spending statistics for June. Consensus estimate is for a 0.2% monthly rise in total construction outlays, to a seasonally adjusted annual rate of $1.78 trillion.</p><p>The Institute for Supply Management releases its Manufacturing Purchasing Managers&#39; Index for July. Economists forecast a 52.2 reading, slightly lower than June&#39;s 53, which was the lowest in two years.</p><h2>Tuesday 8/2</h2><p>The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Expectations are for 11.1 million job openings on the last business day for June, 154,000 fewer than in May.</p><p>Advanced Micro Devices, Airbnb, BP, Caterpillar, Cummins, DuPont, Eaton, Electronic Arts, Gilead Sciences, Marathon Petroleum, Marriott International, Occidental Petroleum, PayPal Holdings, Prudential Financial, S&amp;P Global, SolarEdge Technologies, Starbucks, and Uber Technologies announce quarterly results.</p><h2>Wednesday 8/3</h2><p>AmerisourceBergen, Booking Holdings, Clorox, CVS Health, eBay, Entergy, Exelon, Fortinet, Ingersoll Rand, McKesson, MetLife, Moderna, Regeneron Pharmaceuticals, and Yum! Brands release earnings.</p><p>The ISM releases its Services PMI for July. The consensus call is for a 53.3 reading, two points less than in June. The Services PMI has fallen for three consecutive months and is at its lowest level since May of 2020.</p><h2>Thursday 8/4</h2><p>Alibaba Group Holding, Amgen, Becton Dickinson, Block, Cigna, ConocoPhillips, <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Energy, Eli Lilly, <a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group, Fidelity National Information Services, Intercontinental Exchange, Kellogg, Novo Nordisk, <a href=\"https://laohu8.com/S/PARAA\">Paramount Global</a>, Sempra, Vertex Pharmaceuticals, Warner Bros. Discovery, and Zoetis hold calls to discuss quarterly results.</p><p>The Bank of England announces its monetary-policy decision. Traders are pricing in a 50% chance that the central bank will raise its key interest rate by a half-percentage point, to 1.75%.</p><p>The Department of Labor reports initial jobless claims for the week ending on July 30. The four-week average for claims is 249,250 -- the highest level since late last year.</p><h2>Friday 8/5</h2><p>Western Digital and Westinghouse Air Brake Technologies report earnings.</p><p>The Bureau of Labor Statistics releases the jobs report for July. Economists think the economy added 250,000 jobs, after a 372,000 increase in June. The unemployment rate is forecast to remain unchanged near a half-century low of 3.6%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4022":"陆运","MPC":"马拉松原油","BK4573":"虚拟现实","PGRE":"Paramount Group","BK4505":"高瓴资本持仓","CVS":"西维斯健康","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4512":"苹果概念","BK4209":"餐馆","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc.","BK4529":"IDC概念","BK4554":"元宇宙及AR概念","BK4106":"数据处理与外包服务","BK4532":"文艺复兴科技持仓","BK4194":"办公房地产投资信托","BK4534":"瑞士信贷持仓","ISBC":"投资者银行","BK4533":"AQR资本管理(全球第二大对冲基金)","WBD":"Warner Bros. Discovery","BK4575":"芯片概念","BK4211":"区域性银行","BK4566":"资本集团","BK4536":"外卖概念","UBER":"优步","BK4535":"淡马锡持仓","BK4524":"宅经济概念","SBUX":"星巴克","BK4527":"明星科技股","BK4550":"红杉资本持仓","PYPL":"PayPal","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256011225","content_text":"It's the peak stretch of second-quarter earnings season, with roughly 150 S&P 500 firms scheduled to report this week. The highlights on the economic calendar will be a pair of purchasing managers' index readings and jobs Friday.Devon Energy and Simon Property Group will get the ball rolling on Monday before a busy Tuesday: Advanced Micro Devices, Airbnb, Caterpillar, Electronic Arts, Marathon Petroleum, Marriott International, Occidental Petroleum, PayPal Holdings, Starbucks, and Uber Technologies all report.Wednesday's earnings highlights will be Booking Holdings, CVS Health, eBay, and Moderna. Thursday will bring results from Alibaba Group Holding, Block, ConocoPhillips, Paramount Global, and Warner Bros. Discovery, before EOG Resources and Western Digital close the week on Friday.Economic data out this week will include the Institute for Supply Management's Manufacturing Purchasing Managers' Index for July on Monday, followed by the Services PMI on Wednesday. Both measures of activity are seen declining from June.On Tuesday, the Bureau of Labor Statistics will release the Job Openings and Labor Turnover Survey for June. Then, on Thursday, the Bank of England will announce a monetary-policy decision. An interest-rate hike is likely to be in store.Finally, the highlight of the week will be the Bureau of Labor Statistics' jobs report for July on Friday morning. Economists' consensus calls for growth of 250,000 nonfarm payrolls and for the unemployment rate to remain at 3.6%.Monday 8/1Arista Networks, DaVita, Devon Energy, Global Payments, SBA Communications, Simon Property Group, and Williams Cos. report earnings.The Census Bureau reports construction spending statistics for June. Consensus estimate is for a 0.2% monthly rise in total construction outlays, to a seasonally adjusted annual rate of $1.78 trillion.The Institute for Supply Management releases its Manufacturing Purchasing Managers' Index for July. Economists forecast a 52.2 reading, slightly lower than June's 53, which was the lowest in two years.Tuesday 8/2The Bureau of Labor Statistics releases the Job Openings and Labor Turnover Survey. Expectations are for 11.1 million job openings on the last business day for June, 154,000 fewer than in May.Advanced Micro Devices, Airbnb, BP, Caterpillar, Cummins, DuPont, Eaton, Electronic Arts, Gilead Sciences, Marathon Petroleum, Marriott International, Occidental Petroleum, PayPal Holdings, Prudential Financial, S&P Global, SolarEdge Technologies, Starbucks, and Uber Technologies announce quarterly results.Wednesday 8/3AmerisourceBergen, Booking Holdings, Clorox, CVS Health, eBay, Entergy, Exelon, Fortinet, Ingersoll Rand, McKesson, MetLife, Moderna, Regeneron Pharmaceuticals, and Yum! Brands release earnings.The ISM releases its Services PMI for July. The consensus call is for a 53.3 reading, two points less than in June. The Services PMI has fallen for three consecutive months and is at its lowest level since May of 2020.Thursday 8/4Alibaba Group Holding, Amgen, Becton Dickinson, Block, Cigna, ConocoPhillips, Duke Energy, Eli Lilly, Expedia Group, Fidelity National Information Services, Intercontinental Exchange, Kellogg, Novo Nordisk, Paramount Global, Sempra, Vertex Pharmaceuticals, Warner Bros. Discovery, and Zoetis hold calls to discuss quarterly results.The Bank of England announces its monetary-policy decision. Traders are pricing in a 50% chance that the central bank will raise its key interest rate by a half-percentage point, to 1.75%.The Department of Labor reports initial jobless claims for the week ending on July 30. The four-week average for claims is 249,250 -- the highest level since late last year.Friday 8/5Western Digital and Westinghouse Air Brake Technologies report earnings.The Bureau of Labor Statistics releases the jobs report for July. Economists think the economy added 250,000 jobs, after a 372,000 increase in June. The unemployment rate is forecast to remain unchanged near a half-century low of 3.6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074399469,"gmtCreate":1658290700451,"gmtModify":1676536136169,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Please like","listText":"Please like","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074399469","repostId":"2252224581","repostType":4,"repost":{"id":"2252224581","kind":"highlight","pubTimestamp":1658298067,"share":"https://ttm.financial/m/news/2252224581?lang=&edition=fundamental","pubTime":"2022-07-20 14:21","market":"us","language":"en","title":"3 Chip Stocks to Buy on CHIPS Act Boost","url":"https://stock-news.laohu8.com/highlight/detail?id=2252224581","media":"InvestorPlace","summary":"Advanced Micro Devices (AMD): Semiconductor name with some of the strongest leadership in the indust","content":"<html><head></head><body><ul><li><b>Advanced Micro Devices</b> (<b><u>AMD</u></b>): Semiconductor name with some of the strongest leadership in the industry.</li><li><b>Intel</b> (<b><u>INTC</u></b>): U.S. chip maker that may benefit most from the CHIPS Act because it does its own manufacturing.</li><li><b>Nvidia</b> (<b><u>NVDA</u></b>): Recent Wall Street darling also noted for its potential metaverse applications.</li></ul><p>Chip stocks may be about to receive a significant boon from Capitol Hill. Currently, officials are considering a substantial spending package aimed at revitalizing the U.S. semiconductor industry. The $52 billion bill is called the Creating Helpful Incentives to Produce Semiconductors for America (CHIPS) Act.</p><p>If the CHIPS Act passes, it will help U.S. companies remain competitive as China moves to dominate the chip market. According to Senate Majority Leader Chuck Schumer, lawmakers could vote on the bill as soon as today. That has semiconductor stocks rising on momentum for the legislation.</p><p>Still, this bill has also garnered considerable opposition. Some members have spoken out against it, including Senate Minority Leader Mitch McConnell.</p><p>Adding to the uncertainty is the fact that some chipmakers feel the bill “disproportionately benefits” companies like <b>Intel</b> (NASDAQ:<b><u>INTC</u></b>). Intel produces its own chips rather than outsourcing to manufacturers. <i>Seeking Alpha</i> reports that companies like <b>Advanced Micro Devices</b> (NASDAQ:<b><u>AMD</u></b>) and <b>Nvidia</b> (NASDAQ:<b><u>NVDA</u></b>) would not benefit from the bill in the same way. However, Intel argues that even chip companies that manufacture offshore “stand to gain a wider range of cost-competitive, US-based manufacturing options.”</p><p>By that logic, the passing of the CHIPS Act will — even if slimmed-down — help propel all chip stocks forward. As such, investors may want to stock up on some of the best companies in the industry.</p><table border=\"1\"><tbody><tr><td><b><u>AMD</u></b></td><td>Advanced Micro Devices</td><td>$84.75</td></tr><tr><td><b><u>INTC</u></b></td><td>Intel</td><td>$40.19</td></tr><tr><td><b><u>NVDA</u></b></td><td>Nvidia</td><td>$166.61</td></tr></tbody></table><h2>Chip Stocks to Buy: Advanced Micro Devices (AMD)</h2><p>After a difficult month, AMD stock is finally enjoying some growth. Despite dipping yesterday in after hours trading, shares are up 8% for the past five days.</p><p>This recent momentum has been driven by both CHIPS Act hype and a positive earnings report from <b>Taiwan Semiconductor</b> (NYSE:<b><u>TSM</u></b>). The success of TSM has already helped restore some investor confidence in the semiconductor industry. Now, the CHIPS act is poised to do the same on an even larger scale.</p><p><i>InvestorPlace</i> contributor Nicolas Chahine likes AMD stock in part because of the company’s leadership. Chahine also believes that, once markets stabilize, a more positive narrative will carry chip stocks back to profitable levels. The CHIPS Act could be the perfect catalyst to accomplish something like that.</p><h2>Intel (INTC)</h2><p>If the CHIPS Act issues a new chip stocks boom, Intel will more than likely lead the charge. As the leading U.S. chip manufacturer, the tech giant certainly stands to gain from the legislation. What’s more, even as INTC stock rises on mounting anticipation, Intel is still significantly undervalued for a blue-chip stock, making it a highly tempting play.</p><p>The reasons to bet on Intel don’t stop at the pending bill, either. Intel is also expanding rapidly. <i>InvestorPlace</i> contributor Faisal Humayun notes that, for 2022, “Intel has guided for net capital expenditure of $27 billion.” Humayun also points out that the company recently “acquired land to build a manufacturing plant in Ohio.” Lastly, back in March, Intel announced a 33 billion euro expansion in Europe.</p><h2>Chip Stocks to Buy: Nvidia (NVDA)</h2><p>Nvidia tends to dominate coverage of chip stocks. In part, the company has risen to prominence for its metaverse applications. Now, though, the potential chip boom may push this Wall Street darling up even further.</p><p>Recently, Nvidia received a significant endorsement; Paul Pelosi, the husband of House Speaker Nancy Pelosi, purchased 20,000 shares of NVDA stock. Given the timing, this implies he has reason to believe Nvidia may benefit from the bill. That’s even despite arguments that names like Nvidia will <i>not</i> benefit nearly as much from the CHIPS Act.</p><p>Experts have also speculated that NVDA stock is a buy ahead of its upcoming earnings report. The stock has tremendous potential due to its applications for both metaverse tech and data centers. While it has been a difficult quarter for all high-growth tech stocks, the CHIPS Act may generate the type of momentum that NVDA needs to make up lost ground.</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>3 Chip Stocks to Buy on CHIPS Act Boost</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 Chip Stocks to Buy on CHIPS Act Boost\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 14:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/3-chip-stocks-to-buy-on-chips-act-boost/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (AMD): Semiconductor name with some of the strongest leadership in the industry.Intel (INTC): U.S. chip maker that may benefit most from the CHIPS Act because it does its own ...</p>\n\n<a href=\"https://investorplace.com/2022/07/3-chip-stocks-to-buy-on-chips-act-boost/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔"},"source_url":"https://investorplace.com/2022/07/3-chip-stocks-to-buy-on-chips-act-boost/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252224581","content_text":"Advanced Micro Devices (AMD): Semiconductor name with some of the strongest leadership in the industry.Intel (INTC): U.S. chip maker that may benefit most from the CHIPS Act because it does its own manufacturing.Nvidia (NVDA): Recent Wall Street darling also noted for its potential metaverse applications.Chip stocks may be about to receive a significant boon from Capitol Hill. Currently, officials are considering a substantial spending package aimed at revitalizing the U.S. semiconductor industry. The $52 billion bill is called the Creating Helpful Incentives to Produce Semiconductors for America (CHIPS) Act.If the CHIPS Act passes, it will help U.S. companies remain competitive as China moves to dominate the chip market. According to Senate Majority Leader Chuck Schumer, lawmakers could vote on the bill as soon as today. That has semiconductor stocks rising on momentum for the legislation.Still, this bill has also garnered considerable opposition. Some members have spoken out against it, including Senate Minority Leader Mitch McConnell.Adding to the uncertainty is the fact that some chipmakers feel the bill “disproportionately benefits” companies like Intel (NASDAQ:INTC). Intel produces its own chips rather than outsourcing to manufacturers. Seeking Alpha reports that companies like Advanced Micro Devices (NASDAQ:AMD) and Nvidia (NASDAQ:NVDA) would not benefit from the bill in the same way. However, Intel argues that even chip companies that manufacture offshore “stand to gain a wider range of cost-competitive, US-based manufacturing options.”By that logic, the passing of the CHIPS Act will — even if slimmed-down — help propel all chip stocks forward. As such, investors may want to stock up on some of the best companies in the industry.AMDAdvanced Micro Devices$84.75INTCIntel$40.19NVDANvidia$166.61Chip Stocks to Buy: Advanced Micro Devices (AMD)After a difficult month, AMD stock is finally enjoying some growth. Despite dipping yesterday in after hours trading, shares are up 8% for the past five days.This recent momentum has been driven by both CHIPS Act hype and a positive earnings report from Taiwan Semiconductor (NYSE:TSM). The success of TSM has already helped restore some investor confidence in the semiconductor industry. Now, the CHIPS act is poised to do the same on an even larger scale.InvestorPlace contributor Nicolas Chahine likes AMD stock in part because of the company’s leadership. Chahine also believes that, once markets stabilize, a more positive narrative will carry chip stocks back to profitable levels. The CHIPS Act could be the perfect catalyst to accomplish something like that.Intel (INTC)If the CHIPS Act issues a new chip stocks boom, Intel will more than likely lead the charge. As the leading U.S. chip manufacturer, the tech giant certainly stands to gain from the legislation. What’s more, even as INTC stock rises on mounting anticipation, Intel is still significantly undervalued for a blue-chip stock, making it a highly tempting play.The reasons to bet on Intel don’t stop at the pending bill, either. Intel is also expanding rapidly. InvestorPlace contributor Faisal Humayun notes that, for 2022, “Intel has guided for net capital expenditure of $27 billion.” Humayun also points out that the company recently “acquired land to build a manufacturing plant in Ohio.” Lastly, back in March, Intel announced a 33 billion euro expansion in Europe.Chip Stocks to Buy: Nvidia (NVDA)Nvidia tends to dominate coverage of chip stocks. In part, the company has risen to prominence for its metaverse applications. Now, though, the potential chip boom may push this Wall Street darling up even further.Recently, Nvidia received a significant endorsement; Paul Pelosi, the husband of House Speaker Nancy Pelosi, purchased 20,000 shares of NVDA stock. Given the timing, this implies he has reason to believe Nvidia may benefit from the bill. That’s even despite arguments that names like Nvidia will not benefit nearly as much from the CHIPS Act.Experts have also speculated that NVDA stock is a buy ahead of its upcoming earnings report. The stock has tremendous potential due to its applications for both metaverse tech and data centers. While it has been a difficult quarter for all high-growth tech stocks, the CHIPS Act may generate the type of momentum that NVDA needs to make up lost ground.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048385762,"gmtCreate":1656140324356,"gmtModify":1676535775905,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Thx","listText":"Thx","text":"Thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048385762","repostId":"2246204202","repostType":4,"repost":{"id":"2246204202","kind":"highlight","pubTimestamp":1656132843,"share":"https://ttm.financial/m/news/2246204202?lang=&edition=fundamental","pubTime":"2022-06-25 12:54","market":"us","language":"en","title":"China Electric-Vehicle Stocks Are All the Rage, Trouncing Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=2246204202","media":"Bloomberg","summary":"(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader Tesla ","content":"<html><head></head><body><p>(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a>, bolstered by Beijing’s consumption incentives and heavy dip-buying from investors.</p><p>American depository receipts of <a href=\"https://laohu8.com/S/NIO\">Nio Inc.</a>, <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a> and <a href=\"https://laohu8.com/S/LI\">Li Auto Inc.</a> have surged at least 64% each over the past month to be among the top gainers in Chinese stocks traded in the US. The sharp rally reflects improving sentiment following a monthslong slump due to worries over high valuation and supply bottlenecks.</p><p>Their gains easily beat Tesla’s 17% advance, with investor jitters over how Elon Musk will fund a potential <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc. deal weighing on the EV giant’s share price.</p><p>China’s EV industry hit a trough during Shanghai’s lockdown -- when not even one car was sold in the city in April and factories were forced to shut down or operate under heavy restrictions. Authorities have since unveiled a slew of stimulus measures to revive the sector, including subsidies, higher quota for car ownership in Shanghai and Guangdong, and a possible extension of purchase tax exemption for new energy vehicles.</p><p>“There are fund flows buying the dip and capturing the sector’s bounce,” said Andy Wong, fund manager at LW Asset Management Advisors Ltd. in Hong Kong. However, short-term upside potential has narrowed following the recent surge, he noted.</p><p>Meanwhile, Tesla’s shares have seen huge swings and are down about 36% from this quarter’s high in April, even though the firm has staged a remarkable comeback in terms of its production in China. The US automaker’s looming job cuts, uncertainty over Musk’s Twitter deal, and his latest comments about new factories in Germany and Texas losing money are keeping the stock in check.</p><h3>Priced In</h3><p>Year to date, the Nasdaq Golden Dragon China Index has fared better than the broader Nasdaq gauge by almost 18 percentage points</p><p>Yet after such heady gains in China’s EV stocks, investors are in search for further catalysts that can sustain the momentum. Li Auto’s 14-day relative strength index is at 84, well past the 70 level that signals to some investors that the stock is overbought. Readings for XPeng and Nio are also around 70.</p><p>Improving delivery figures offer some comfort as China’s economy gradually heals from the damage inflicted by Covid-19 lockdowns. Li Auto, the largest by market cap among the Chinese trio, delivered 11,496 units in May, up 176% from April and more than double last year’s level.</p><p>“Looking forward, we think catalysts would need to come from earnings and the economy improving” as most of good news for the Chinese auto sector has been priced in, Eason Cui, an analyst with Sunwah Kingsway Capital Holdings Ltd., wrote in a note earlier this month.</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>China Electric-Vehicle Stocks Are All the Rage, Trouncing 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\">\nChina Electric-Vehicle Stocks Are All the Rage, Trouncing Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-25 12:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/china-electric-vehicle-stocks-rage-010001191.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader Tesla Inc., bolstered by Beijing’s consumption incentives and heavy dip-buying from investors.American ...</p>\n\n<a href=\"https://finance.yahoo.com/news/china-electric-vehicle-stocks-rage-010001191.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","NIO":"蔚来","BK4527":"明星科技股","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","XPEV":"小鹏汽车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LI":"理想汽车"},"source_url":"https://finance.yahoo.com/news/china-electric-vehicle-stocks-rage-010001191.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246204202","content_text":"(Bloomberg) -- Shares of China’s electric-vehicle makers are trouncing global industry leader Tesla Inc., bolstered by Beijing’s consumption incentives and heavy dip-buying from investors.American depository receipts of Nio Inc., XPeng Inc. and Li Auto Inc. have surged at least 64% each over the past month to be among the top gainers in Chinese stocks traded in the US. The sharp rally reflects improving sentiment following a monthslong slump due to worries over high valuation and supply bottlenecks.Their gains easily beat Tesla’s 17% advance, with investor jitters over how Elon Musk will fund a potential Twitter Inc. deal weighing on the EV giant’s share price.China’s EV industry hit a trough during Shanghai’s lockdown -- when not even one car was sold in the city in April and factories were forced to shut down or operate under heavy restrictions. Authorities have since unveiled a slew of stimulus measures to revive the sector, including subsidies, higher quota for car ownership in Shanghai and Guangdong, and a possible extension of purchase tax exemption for new energy vehicles.“There are fund flows buying the dip and capturing the sector’s bounce,” said Andy Wong, fund manager at LW Asset Management Advisors Ltd. in Hong Kong. However, short-term upside potential has narrowed following the recent surge, he noted.Meanwhile, Tesla’s shares have seen huge swings and are down about 36% from this quarter’s high in April, even though the firm has staged a remarkable comeback in terms of its production in China. The US automaker’s looming job cuts, uncertainty over Musk’s Twitter deal, and his latest comments about new factories in Germany and Texas losing money are keeping the stock in check.Priced InYear to date, the Nasdaq Golden Dragon China Index has fared better than the broader Nasdaq gauge by almost 18 percentage pointsYet after such heady gains in China’s EV stocks, investors are in search for further catalysts that can sustain the momentum. Li Auto’s 14-day relative strength index is at 84, well past the 70 level that signals to some investors that the stock is overbought. Readings for XPeng and Nio are also around 70.Improving delivery figures offer some comfort as China’s economy gradually heals from the damage inflicted by Covid-19 lockdowns. Li Auto, the largest by market cap among the Chinese trio, delivered 11,496 units in May, up 176% from April and more than double last year’s level.“Looking forward, we think catalysts would need to come from earnings and the economy improving” as most of good news for the Chinese auto sector has been priced in, Eason Cui, an analyst with Sunwah Kingsway Capital Holdings Ltd., wrote in a note earlier this month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912784433,"gmtCreate":1664903118522,"gmtModify":1676537526318,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912784433","repostId":"2272078402","repostType":4,"repost":{"id":"2272078402","kind":"highlight","pubTimestamp":1664896628,"share":"https://ttm.financial/m/news/2272078402?lang=&edition=fundamental","pubTime":"2022-10-04 23:17","market":"us","language":"en","title":"2 Growth Stocks That Could Jump 64.1% to 86.1% Higher, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2272078402","media":"Motley Fool","summary":"Investment bank analysts think both of these stocks have what they need to deliver big gains in the foreseeable future.","content":"<html><head></head><body><p>Look out below. For months on end, bears have been running loose through the streets of lower Manhattan. They&#39;re swinging great big bloody paws down on the price of any stock that tries to rise, and there isn&#39;t much that anyone can do about it.</p><p>A bear market may be pushing down all your favorite stocks right now but that doesn&#39;t mean they&#39;ll never recover. In fact, analysts who follow these two stocks think their prices could soar 64.1% to 86.1% higher once the rest of the stock market considers the opportunities in front of their underlying businesses.</p><h2>1. Moderna</h2><p>Shares of <b>Moderna</b> got way ahead of themselves when the biopharmaceutical company&#39;s COVID-19 vaccine was relatively new. Unfortunately, the stock has collapsed by around 75% from the peak it reached in 2021.</p><p>Moderna briefly had one of the highest market values in the entire biopharmaceutical industry. Now that its market cap has receded to around $48 billion, Wall Street analysts think it can outperform. The average price target on this stock represents an 86.1% premium at the moment.</p><p>Sales of Spikevax, Moderna&#39;s COVID-19 vaccine slid from $5.9 billion in the first quarter of 2022 to $4.5 billion during the second. We could see coronavirus vaccine sales stabilize in the last half of the year. In August, the FDA authorized Moderna&#39;s omicron-targeting booster shot for emergency use.</p><p>In addition to COVID-vaccine revenue, Moderna has a chance to launch additional products over the next couple of years. For example, the company has a cytomegalovirus (CMV) vaccine in late clinical-stage testing that could be a very big deal. CMV is a widely prevalent form of herpesvirus that causes severe problems for immunocompromised people everywhere. There aren&#39;t any available vaccines to protect against CMV infections. If Moderna&#39;s becomes the first it could generate billions in annual revenue.</p><h2>2. Pubmatic</h2><p><b>Pubmatic</b> operates a sell-side platform for publishers and application developers that want to maximize the monetization of their online content. The stock soared in 2021, but it&#39;s since fallen around 58% from its all-time high.</p><p>Shares of Pubmatic have been under pressure lately because investors are worried that a global economic slowdown will limit demand for advertising across the board. Analysts on Wall Street aren&#39;t nearly as concerned. The consensus price target on Pubmatic right now suggests a 64.1% gain could be around the corner.</p><p>Analysts aren&#39;t too worried about a global economic slowdown pinching Pubmatic&#39;s ability to grow because the company&#39;s share of the digital advertising business is currently small and rising rapidly. At the end of 2021, the company thinks it had just 3% to 4% of the market for programmatic advertising.</p><p>Pubmatic owns a cloud-based platform that is built from the ground up to handle every imaginable digital ad format, including connected television (CTV). This June, the company&#39;s platform processed 409 billion ad impressions per day and video-related ads are driving growth. CVT revenue in the second quarter soared 150% year over year.</p><p>Investors worried a potential recession will lower overall demand for advertising will be glad to know that Pubmatic&#39;s clients keep coming back for more. The company posted a 130% net-dollar retention rate for the 12 months that ended June 30, 2022.</p><p>It&#39;s easy to see why Pubmatic is pulling market share away from the digital advertising industry&#39;s largest players. Google and Facebook are losing ground to companies like Pubmatic because they operate what industry experts refer to as walled gardens. Instead of partnering with either publishers or advertisers, Facebook and Google are active on both sides of the advertising equation. With a better operating model than its enormous competitors, Pubmatic&#39;s business, and its stock price could rise dramatically once the present fear of recession gives way to enthusiasm for a subsequent recovery period.</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 Growth Stocks That Could Jump 64.1% to 86.1% Higher, According to 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; 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 Growth Stocks That Could Jump 64.1% to 86.1% Higher, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-04 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/03/2-growth-stocks-that-could-jump-641-to-861-higher/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Look out below. For months on end, bears have been running loose through the streets of lower Manhattan. They're swinging great big bloody paws down on the price of any stock that tries to rise, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/03/2-growth-stocks-that-could-jump-641-to-861-higher/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PUBM":"PubMatic, Inc.","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2022/10/03/2-growth-stocks-that-could-jump-641-to-861-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272078402","content_text":"Look out below. For months on end, bears have been running loose through the streets of lower Manhattan. They're swinging great big bloody paws down on the price of any stock that tries to rise, and there isn't much that anyone can do about it.A bear market may be pushing down all your favorite stocks right now but that doesn't mean they'll never recover. In fact, analysts who follow these two stocks think their prices could soar 64.1% to 86.1% higher once the rest of the stock market considers the opportunities in front of their underlying businesses.1. ModernaShares of Moderna got way ahead of themselves when the biopharmaceutical company's COVID-19 vaccine was relatively new. Unfortunately, the stock has collapsed by around 75% from the peak it reached in 2021.Moderna briefly had one of the highest market values in the entire biopharmaceutical industry. Now that its market cap has receded to around $48 billion, Wall Street analysts think it can outperform. The average price target on this stock represents an 86.1% premium at the moment.Sales of Spikevax, Moderna's COVID-19 vaccine slid from $5.9 billion in the first quarter of 2022 to $4.5 billion during the second. We could see coronavirus vaccine sales stabilize in the last half of the year. In August, the FDA authorized Moderna's omicron-targeting booster shot for emergency use.In addition to COVID-vaccine revenue, Moderna has a chance to launch additional products over the next couple of years. For example, the company has a cytomegalovirus (CMV) vaccine in late clinical-stage testing that could be a very big deal. CMV is a widely prevalent form of herpesvirus that causes severe problems for immunocompromised people everywhere. There aren't any available vaccines to protect against CMV infections. If Moderna's becomes the first it could generate billions in annual revenue.2. PubmaticPubmatic operates a sell-side platform for publishers and application developers that want to maximize the monetization of their online content. The stock soared in 2021, but it's since fallen around 58% from its all-time high.Shares of Pubmatic have been under pressure lately because investors are worried that a global economic slowdown will limit demand for advertising across the board. Analysts on Wall Street aren't nearly as concerned. The consensus price target on Pubmatic right now suggests a 64.1% gain could be around the corner.Analysts aren't too worried about a global economic slowdown pinching Pubmatic's ability to grow because the company's share of the digital advertising business is currently small and rising rapidly. At the end of 2021, the company thinks it had just 3% to 4% of the market for programmatic advertising.Pubmatic owns a cloud-based platform that is built from the ground up to handle every imaginable digital ad format, including connected television (CTV). This June, the company's platform processed 409 billion ad impressions per day and video-related ads are driving growth. CVT revenue in the second quarter soared 150% year over year.Investors worried a potential recession will lower overall demand for advertising will be glad to know that Pubmatic's clients keep coming back for more. The company posted a 130% net-dollar retention rate for the 12 months that ended June 30, 2022.It's easy to see why Pubmatic is pulling market share away from the digital advertising industry's largest players. Google and Facebook are losing ground to companies like Pubmatic because they operate what industry experts refer to as walled gardens. Instead of partnering with either publishers or advertisers, Facebook and Google are active on both sides of the advertising equation. With a better operating model than its enormous competitors, Pubmatic's business, and its stock price could rise dramatically once the present fear of recession gives way to enthusiasm for a subsequent recovery period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938938750,"gmtCreate":1662538994370,"gmtModify":1676537083480,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938938750","repostId":"2265067759","repostType":4,"repost":{"id":"2265067759","kind":"highlight","pubTimestamp":1662564242,"share":"https://ttm.financial/m/news/2265067759?lang=&edition=fundamental","pubTime":"2022-09-07 23:24","market":"us","language":"en","title":"Prediction: These 2 Growth Stocks Could Soar 500% by 2032","url":"https://stock-news.laohu8.com/highlight/detail?id=2265067759","media":"Motley Fool","summary":"These growth stocks dominate their respective industries, and that could translate into monster returns for shareholders.","content":"<html><head></head><body><p>The stock market has not been kind to investors this year. The <b>S&amp;P 500</b> had its worst first half since 1970, and the <b>Nasdaq Composite</b> is currently 28% off its high. But the market has recovered from worse in the past, and there is no reason to believe this situation is any different. Eventually, the next bull market will erase those losses.</p><p>In the meantime, many beaten-down stocks are brimming with potential, and that creates a buying opportunity for patient investors. For instance, <b>Roku</b> and <b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b> could both grow sixfold over the next decade, meaning shareholders could see a 500% return by 2032.</p><p>Here&#39;s why.</p><h2>Roku: The top streaming platform in North America</h2><p>Streaming pioneer Roku struggled in the second quarter as the macroeconomic environment continued to deteriorate. High inflation blunted consumer spending, especially on smart TVs and other discretionary electronics, and many brands cut their ad budgets to compensate for that softness. However, those headwinds are temporary, and the long-term investment thesis is still intact.</p><p>Roku is the top streaming platform in the U.S., Canada, and Mexico in terms of engagement, and engagement is a critical metric for marketers. As a result, Roku captured nearly 45% of programmatic connected TV (CTV) ad spending in North America in June 2022, while second-place <b>Samsung </b>and third-place <b>Amazon</b> held just 17% and 12% market share, respectively.</p><p>Roku is working to strengthen that sizable lead with The Roku Channel, an ad-supported streaming service that features free movies, TV shows, and live linear channels dedicated to news and sports. Roku began adding original content to the mix last year, and the reception has been quite positive so far. In the second quarter, The Roku Channel once again ranked among the top five channels on the platform in the U.S.</p><p>Despite its disappointing performance of late, Roku has still delivered solid financial results over the last three years.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q2 2019</p></th><th><p>Q2 2022</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$905.9 million</p></td><td width=\"156\"><p>$3 billion</p></td><td width=\"156\"><p>50%</p></td></tr><tr><td width=\"156\"><p>Cash from operations (TTM)</p></td><td width=\"156\"><p>$39.4 million</p></td><td width=\"156\"><p>$73.4 million</p></td><td width=\"156\"><p>23%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.</p><p>Looking ahead, The Roku Channel could be the source of a powerful network effect. As the most popular streaming platform in North America and Mexico, Roku should naturally capture an outsized portion of CTV ad spend in those geographies. That, in turn, should enhance its ability to license and create high-quality content for The Roku Channel, which should result in greater viewer engagement, bringing more ad dollars to its platform.</p><p>Building on that, CTV ad spend is poised for dramatic growth, both because viewers are moving away from traditional TV and because CTV ads can be targeted more effectively. In fact, CTV ad spend in the U.S. alone could reach $100 billion by 2030, up from $21 billion in 2021, according to BMO Capital Markets.</p><p>With that in mind, if Roku can deliver revenue growth of 20% per year over the next decade, its market cap could increase sixfold by 2032 (assuming a reasonable price-to-sale ratio of 2.9). That&#39;s why investors should consider buying this growth stock today.</p><h2>MercadoLibre: The e-commerce leader in Latin America</h2><p>MercadoLibre is the largest e-commerce marketplace in Latin America, and it ranks as the market leader in each of the major countries in which it operates. It has reinforced that edge with value-added services like logistics, financing, digital advertising, and digital payments. That makes MercadoLibre a one-stop shop for merchants.</p><p>Its logistics business (Mercado Envíos) and its fintech business (Mercado Pago) have been particularly instrumental in its success. Mercado Envíos handled 91% of shipping volume in the most recent quarter, and nearly 80% of that volume was delivered within 48 hours. That makes for a great consumer experience, and merchants wouldn&#39;t be able to achieve that on their own.</p><p>Additionally, Mercado Pago supports digital payments both on and off the MercadoLibre marketplace, a particularly important role given that many Latin Americans lack access to a bank account and debit card. In the most recent quarter, digital wallet users rose 42% to 21.4 million, and total payment volume skyrocketed 72% to $30.2 billion.</p><p>Not surprisingly, MercadoLibre has delivered impressive financial results over the past three years.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q2 2019</p></th><th><p>Q2 2022</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$1.8 billion</p></td><td width=\"156\"><p>$8.8 billion</p></td><td width=\"156\"><p>70%</p></td></tr><tr><td width=\"156\"><p>Cash from operations (TTM)</p></td><td width=\"156\"><p>$289.7 million</p></td><td width=\"156\"><p>$1.6 billion</p></td><td width=\"156\"><p>78%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing-12-months. CAGR = compound annual growth rate.</p><p>Investors have good reason to believe MercadoLibre can maintain that momentum. The vast majority of its revenue comes from Argentina, Brazil, and Mexico, and all three countries rank among the 10 fastest-growing e-commerce markets in the world. More broadly, Latin America itself has one of the fastest-growing internet penetration rates in the world, and that should drive adoption of online shopping and digital payments in the years ahead.</p><p>According to Statista, e-commerce sales across all countries in which MercadoLibre operates will grow at 18% per year to reach $260 billion by 2025, and digital payments volume will grow at 15% per year to reach $510 billion by 2027. That leaves plenty of room for growth.</p><p>On that note, if MercadoLibre can grow revenue at 25% per year over the next decade, its market cap could easily increase sixfold (assuming a reasonable price-to-sales ratio of 3.1) in that time. That&#39;s why this growth stock is a smart buy for long-term investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: These 2 Growth Stocks Could Soar 500% by 2032</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\">\nPrediction: These 2 Growth Stocks Could Soar 500% by 2032\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MELI":"MercadoLibre","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265067759","content_text":"The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from worse in the past, and there is no reason to believe this situation is any different. Eventually, the next bull market will erase those losses.In the meantime, many beaten-down stocks are brimming with potential, and that creates a buying opportunity for patient investors. For instance, Roku and MercadoLibre could both grow sixfold over the next decade, meaning shareholders could see a 500% return by 2032.Here's why.Roku: The top streaming platform in North AmericaStreaming pioneer Roku struggled in the second quarter as the macroeconomic environment continued to deteriorate. High inflation blunted consumer spending, especially on smart TVs and other discretionary electronics, and many brands cut their ad budgets to compensate for that softness. However, those headwinds are temporary, and the long-term investment thesis is still intact.Roku is the top streaming platform in the U.S., Canada, and Mexico in terms of engagement, and engagement is a critical metric for marketers. As a result, Roku captured nearly 45% of programmatic connected TV (CTV) ad spending in North America in June 2022, while second-place Samsung and third-place Amazon held just 17% and 12% market share, respectively.Roku is working to strengthen that sizable lead with The Roku Channel, an ad-supported streaming service that features free movies, TV shows, and live linear channels dedicated to news and sports. Roku began adding original content to the mix last year, and the reception has been quite positive so far. In the second quarter, The Roku Channel once again ranked among the top five channels on the platform in the U.S.Despite its disappointing performance of late, Roku has still delivered solid financial results over the last three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$905.9 million$3 billion50%Cash from operations (TTM)$39.4 million$73.4 million23%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.Looking ahead, The Roku Channel could be the source of a powerful network effect. As the most popular streaming platform in North America and Mexico, Roku should naturally capture an outsized portion of CTV ad spend in those geographies. That, in turn, should enhance its ability to license and create high-quality content for The Roku Channel, which should result in greater viewer engagement, bringing more ad dollars to its platform.Building on that, CTV ad spend is poised for dramatic growth, both because viewers are moving away from traditional TV and because CTV ads can be targeted more effectively. In fact, CTV ad spend in the U.S. alone could reach $100 billion by 2030, up from $21 billion in 2021, according to BMO Capital Markets.With that in mind, if Roku can deliver revenue growth of 20% per year over the next decade, its market cap could increase sixfold by 2032 (assuming a reasonable price-to-sale ratio of 2.9). That's why investors should consider buying this growth stock today.MercadoLibre: The e-commerce leader in Latin AmericaMercadoLibre is the largest e-commerce marketplace in Latin America, and it ranks as the market leader in each of the major countries in which it operates. It has reinforced that edge with value-added services like logistics, financing, digital advertising, and digital payments. That makes MercadoLibre a one-stop shop for merchants.Its logistics business (Mercado Envíos) and its fintech business (Mercado Pago) have been particularly instrumental in its success. Mercado Envíos handled 91% of shipping volume in the most recent quarter, and nearly 80% of that volume was delivered within 48 hours. That makes for a great consumer experience, and merchants wouldn't be able to achieve that on their own.Additionally, Mercado Pago supports digital payments both on and off the MercadoLibre marketplace, a particularly important role given that many Latin Americans lack access to a bank account and debit card. In the most recent quarter, digital wallet users rose 42% to 21.4 million, and total payment volume skyrocketed 72% to $30.2 billion.Not surprisingly, MercadoLibre has delivered impressive financial results over the past three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$1.8 billion$8.8 billion70%Cash from operations (TTM)$289.7 million$1.6 billion78%Data source: YCharts. TTM = trailing-12-months. CAGR = compound annual growth rate.Investors have good reason to believe MercadoLibre can maintain that momentum. The vast majority of its revenue comes from Argentina, Brazil, and Mexico, and all three countries rank among the 10 fastest-growing e-commerce markets in the world. More broadly, Latin America itself has one of the fastest-growing internet penetration rates in the world, and that should drive adoption of online shopping and digital payments in the years ahead.According to Statista, e-commerce sales across all countries in which MercadoLibre operates will grow at 18% per year to reach $260 billion by 2025, and digital payments volume will grow at 15% per year to reach $510 billion by 2027. That leaves plenty of room for growth.On that note, if MercadoLibre can grow revenue at 25% per year over the next decade, its market cap could easily increase sixfold (assuming a reasonable price-to-sales ratio of 3.1) in that time. That's why this growth stock is a smart buy for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996339790,"gmtCreate":1661124304612,"gmtModify":1676536454967,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996339790","repostId":"2260785313","repostType":4,"repost":{"id":"2260785313","kind":"highlight","pubTimestamp":1661045446,"share":"https://ttm.financial/m/news/2260785313?lang=&edition=fundamental","pubTime":"2022-08-21 09:30","market":"us","language":"en","title":"No, There Is No New Short-Selling Champion in Tesla Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2260785313","media":"Barrons","summary":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manag","content":"<html><head></head><body><p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.</p><p>A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.</p><p>A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.</p><p>But that isn&#39;t really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.</p><p>Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That&#39;s a long way from $4.3 billion.</p><p>It wouldn&#39;t be a good idea, though. There isn&#39;t high probability that Tesla stock will drop about $100 in the final hour of trading Friday.</p><p>(There isn&#39;t much trading volume in those contracts. It&#39;s just an example.)</p><p>Deer Park Chief Investment Officer Scott Burg told Barron&#39;s the Tesla put-options position amounted to 0.1% of his portfolio. That isn&#39;t all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.</p><p>That isn&#39;t a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn&#39;t get into contract specifics, but said the position was closed profitably. The tiny position is already gone.</p><p>Profits aren&#39;t hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.</p><p>Burg doesn&#39;t consider himself a big Tesla bear. He&#39;s says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.</p><p>The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.</p><p>Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.</p><p>What&#39;s more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn&#39;t pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It&#39;s a bearish bet.)</p><p>A Tesla holder selling a $900 call option that expires in September gets about $44. That&#39;s almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.</p><p>There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.</p><p>However, options don&#39;t indicate with certainty how someone feels about the stock that underlies the options contract.</p></body></html>","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>No, There Is No New Short-Selling Champion in Tesla Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNo, There Is No New Short-Selling Champion in Tesla Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260785313","content_text":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.But that isn't really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That's a long way from $4.3 billion.It wouldn't be a good idea, though. There isn't high probability that Tesla stock will drop about $100 in the final hour of trading Friday.(There isn't much trading volume in those contracts. It's just an example.)Deer Park Chief Investment Officer Scott Burg told Barron's the Tesla put-options position amounted to 0.1% of his portfolio. That isn't all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.That isn't a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn't get into contract specifics, but said the position was closed profitably. The tiny position is already gone.Profits aren't hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.Burg doesn't consider himself a big Tesla bear. He's says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.What's more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn't pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It's a bearish bet.)A Tesla holder selling a $900 call option that expires in September gets about $44. That's almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.However, options don't indicate with certainty how someone feels about the stock that underlies the options contract.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906134351,"gmtCreate":1659494053175,"gmtModify":1705980986895,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906134351","repostId":"1136550734","repostType":4,"repost":{"id":"1136550734","kind":"news","pubTimestamp":1659491750,"share":"https://ttm.financial/m/news/1136550734?lang=&edition=fundamental","pubTime":"2022-08-03 09:55","market":"us","language":"en","title":"S&P 500: This Rally Is Real And Can Go On Further (Technical Analysis)","url":"https://stock-news.laohu8.com/highlight/detail?id=1136550734","media":"Seeking Alpha","summary":"SummaryOver the past two weeks, the S&P 500 shrugged off a series of bad news from record CPI print,","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Over the past two weeks, the S&amp;P 500 shrugged off a series of bad news from record CPI print, weaker GDP growth data, and a still hawkish Fed.</li><li>Furthermore, relatively weak earnings from the leading companies didn&#39;t bother the market as it continued its recovery. As a result, the market has continued to rally on bad news.</li><li>We also noted robust long-term bottoming signals in Technology, Financials, and Healthcare, which are the most critical sectors in the VOO.</li><li>Therefore, we believe the medium-term bottom in VOO is robust and should sustain its recovery from here. Notwithstanding, it&#39;s technically near-term overbought and should see near-term downside volatility.</li><li>Therefore, we rate VOO as a medium-term Buy. Investors can consider a short-term pullback first before adding exposure.</li></ul><p><b>Thesis</b></p><p>The Vanguard S&amp;P 500 ETF (NYSEARCA:VOO) is at a critical juncture after staging a remarkable recovery from its July lows. Our analysis suggests that it should also form VOO&#39;s medium-term bottom and sustain a robust medium-term recovery for the market.</p><p>The past two weeks of Q2 earnings releases have also demonstrated that the market confidently shrugged off relatively weak performances, as the market is forward-looking.</p><p>Furthermore, the record CPI inflation print of 9.1% YoY in July didn&#39;t dampen the market sentiments further. The market also seems nonchalant about the increasing possibility of a recession. The recent US GDP data indicated that we are arguably already in a technical recession, even though the National Bureau of Economic Research (NBER) has yet to call for one.</p><p>Therefore, the market has &#34;dismissed&#34; these headwinds as it held its July bottom. Consequently, we believe the market had already priced in a significant level of pessimism.</p><p>However, VOO&#39;s price action suggests that it&#39;s technically near-term overbought and testing a critical resistance zone. Therefore, investors should consider waiting for a pullback before adding exposure.</p><p>Notwithstanding, we are confident of the robustness of its July bottom, and therefore, rate VOO as a medium-term Buy.</p><p><b>FANMAG&#39;s Q2 Earnings Demonstrate The Market&#39;s Confidence</b></p><p>The FANMAG collection of companies has completed the release of their Q2 earnings by the end of last week. Were they good? We don&#39;t think so. Were they awful? Meta&#39;s (META) earnings leave much to be desired, as it struggled to cope with weak Reels monetization, cannibalization of Stories, ad industry downturn, and Apple&#39;s (AAPL) IDFA changes. Apple&#39;s earnings suggest that the company&#39;s iPhone growth remains robust, but everything else was relatively weak.</p><p>Amazon (AMZN) is still trying to recover its profitability cadence amid ongoing e-commerce headwinds. Despite robust growth by its AWS segment, we believe the market would have pummeled AMZN in February or April.</p><p>Microsoft&#39;s earnings were robust, as management committed to solid guidance. But, its consumer print was weak, suggesting challenging macro headwinds impacting consumer spending. Likewise, Google&#39;s (GOOGL) (GOOG) card was uninspiring, as growth slowed tremendously while lapping difficult comps.</p><p>Netflix&#39;s (NFLX) earnings suggest that its subscriber churn was &#34;less bad&#34; than expected. The market reaction would have been markedly different on another day in January.</p><p>But, despite a relatively languid Q2 release by the FANMAG group, the market continued its recovery. Why?</p><p><b>The Market Has Been Looking Ahead Since Mid-July</b></p><p>Renowned UC Berkeley economist Barry Eichengreen emphasized that data corroborating a weakening economy provides the necessary impetus for the Fed to consider turning less hawkish moving ahead. He articulated (edited):</p><blockquote>The idea that, in these recessionary circumstances, inflation will remain in the high single digits and the Fed will therefore be forced to continue its tightening cycle is quite daft. So if the economy and inflation weaken, the Fed will pause, and the dollar will reverse direction. -Insider</blockquote><p>Fundstrat&#39;s Tom Lee is even more sanguine, as he projected the S&amp;P 500 to reach new highs by the end of 2022. He accentuated (edited):</p><blockquote>The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence that the bottom is in — the 2022 bear market is over. When bad news doesn&#39;t take down markets, it is time for investors to assess. During Volcker&#39;s war on inflation, equities bottomed on August 1982. This is two months before Volcker abandoned anti-inflation measures. More importantly, stocks recovered the entire 36 month bear market loss in 4 months. -Insider</blockquote><table><tbody><tr><td>Sector</td><td>VOO ETF weighting (as of July 29)</td></tr><tr><td>Tech</td><td>26.8%</td></tr><tr><td>Healthcare</td><td>15.2%</td></tr><tr><td>Financials</td><td>10.8%</td></tr><tr><td>Consumer Discretionary</td><td>10.5%</td></tr><tr><td>Communications Services</td><td>8.9%</td></tr></tbody></table><p><i>VOO ETF sector exposure. Data source: Vanguard</i></p><p>Does the commentary from the macro strategists make sense? We encourage investors to use independent analysis to assess their thesis. Notably, we must first pay attention to Vanguard Tech ETF (VGT), as tech accounted for 26.8% of VOO&#39;s exposure.</p><p><img src=\"https://static.tigerbbs.com/c584f4d0945405ff029e1779b25263bc\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>VGT price chart (monthly)(TradingView)</p><p>On VGT&#39;s long-term chart, we observed a bear trap re-entry price action in July, which is a potent bullish signal. Note that the market uses bear traps to ensnare bearish/pessimistic investors/traders into bearish setups before reversing the selling downside decisively, creating a &#34;false break to the downside&#34; price structure.</p><p>A re-entry signal suggests that such a false break occurred in May but was initially invalidated. A subsequent upside reversal occurred in July and was validated by the end of July&#39;s trading on July 29, corroborating the initial signal. Therefore, we believe VOO&#39;s most critical sector has formed a robust long-term bottom, giving us confidence in VOO&#39;s July bear trap.</p><p><img src=\"https://static.tigerbbs.com/1d66f7aeeeba0e3b4dc332bbb2e3b09a\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>VHT price chart (monthly)(TradingView)</p><p><img src=\"https://static.tigerbbs.com/30a23e0bea42381e808a83ce9937268a\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>VFH price chart (monthly)(TradingView)</p><p>How about the Healthcare ETF (VHT) and Financials ETF (VFH), given the importance of their sectors to VOO&#39;s exposure?</p><p>We also noticed a bear trap re-entry signal in July on VHT&#39;s long-term chart. Notwithstanding, we didn&#39;t observe the potent bullish signal in VFH&#39;s price chart.</p><p>However, we observed that VFH has tested its long-term 50-month moving average (blue line) and saw robust buying support. Therefore, we believe the price action is constructive for Financials as well.</p><p>Hence, we believe the underlying sector ETFs also broadly support the VOO&#39;s buying momentum. Notwithstanding, we must highlight that VOO and its leading sector ETFs are overbought in the near term.</p><p><b>Is VOO ETF A Buy, Sell, Or Hold?</b></p><p><i>We rate VOO as a Buy.</i></p><p>We believe that VOO&#39;s medium-term bottom in July is robust, even though we expect near-term downside volatility as it&#39;s technically overbought.</p><p>Therefore, investors should expect a retracement, which would proffer them an excellent opportunity to add exposure if they missed July&#39;s bottom.</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>S&P 500: This Rally Is Real And Can Go On Further (Technical Analysis)</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\">\nS&P 500: This Rally Is Real And Can Go On Further (Technical Analysis)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-03 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528450-sp-500-this-rally-is-real-and-can-go-on-technical-analysis><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOver the past two weeks, the S&P 500 shrugged off a series of bad news from record CPI print, weaker GDP growth data, and a still hawkish Fed.Furthermore, relatively weak earnings from the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528450-sp-500-this-rally-is-real-and-can-go-on-technical-analysis\">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","VOO":"Vanguard标普500ETF"},"source_url":"https://seekingalpha.com/article/4528450-sp-500-this-rally-is-real-and-can-go-on-technical-analysis","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136550734","content_text":"SummaryOver the past two weeks, the S&P 500 shrugged off a series of bad news from record CPI print, weaker GDP growth data, and a still hawkish Fed.Furthermore, relatively weak earnings from the leading companies didn't bother the market as it continued its recovery. As a result, the market has continued to rally on bad news.We also noted robust long-term bottoming signals in Technology, Financials, and Healthcare, which are the most critical sectors in the VOO.Therefore, we believe the medium-term bottom in VOO is robust and should sustain its recovery from here. Notwithstanding, it's technically near-term overbought and should see near-term downside volatility.Therefore, we rate VOO as a medium-term Buy. Investors can consider a short-term pullback first before adding exposure.ThesisThe Vanguard S&P 500 ETF (NYSEARCA:VOO) is at a critical juncture after staging a remarkable recovery from its July lows. Our analysis suggests that it should also form VOO's medium-term bottom and sustain a robust medium-term recovery for the market.The past two weeks of Q2 earnings releases have also demonstrated that the market confidently shrugged off relatively weak performances, as the market is forward-looking.Furthermore, the record CPI inflation print of 9.1% YoY in July didn't dampen the market sentiments further. The market also seems nonchalant about the increasing possibility of a recession. The recent US GDP data indicated that we are arguably already in a technical recession, even though the National Bureau of Economic Research (NBER) has yet to call for one.Therefore, the market has \"dismissed\" these headwinds as it held its July bottom. Consequently, we believe the market had already priced in a significant level of pessimism.However, VOO's price action suggests that it's technically near-term overbought and testing a critical resistance zone. Therefore, investors should consider waiting for a pullback before adding exposure.Notwithstanding, we are confident of the robustness of its July bottom, and therefore, rate VOO as a medium-term Buy.FANMAG's Q2 Earnings Demonstrate The Market's ConfidenceThe FANMAG collection of companies has completed the release of their Q2 earnings by the end of last week. Were they good? We don't think so. Were they awful? Meta's (META) earnings leave much to be desired, as it struggled to cope with weak Reels monetization, cannibalization of Stories, ad industry downturn, and Apple's (AAPL) IDFA changes. Apple's earnings suggest that the company's iPhone growth remains robust, but everything else was relatively weak.Amazon (AMZN) is still trying to recover its profitability cadence amid ongoing e-commerce headwinds. Despite robust growth by its AWS segment, we believe the market would have pummeled AMZN in February or April.Microsoft's earnings were robust, as management committed to solid guidance. But, its consumer print was weak, suggesting challenging macro headwinds impacting consumer spending. Likewise, Google's (GOOGL) (GOOG) card was uninspiring, as growth slowed tremendously while lapping difficult comps.Netflix's (NFLX) earnings suggest that its subscriber churn was \"less bad\" than expected. The market reaction would have been markedly different on another day in January.But, despite a relatively languid Q2 release by the FANMAG group, the market continued its recovery. Why?The Market Has Been Looking Ahead Since Mid-JulyRenowned UC Berkeley economist Barry Eichengreen emphasized that data corroborating a weakening economy provides the necessary impetus for the Fed to consider turning less hawkish moving ahead. He articulated (edited):The idea that, in these recessionary circumstances, inflation will remain in the high single digits and the Fed will therefore be forced to continue its tightening cycle is quite daft. So if the economy and inflation weaken, the Fed will pause, and the dollar will reverse direction. -InsiderFundstrat's Tom Lee is even more sanguine, as he projected the S&P 500 to reach new highs by the end of 2022. He accentuated (edited):The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence that the bottom is in — the 2022 bear market is over. When bad news doesn't take down markets, it is time for investors to assess. During Volcker's war on inflation, equities bottomed on August 1982. This is two months before Volcker abandoned anti-inflation measures. More importantly, stocks recovered the entire 36 month bear market loss in 4 months. -InsiderSectorVOO ETF weighting (as of July 29)Tech26.8%Healthcare15.2%Financials10.8%Consumer Discretionary10.5%Communications Services8.9%VOO ETF sector exposure. Data source: VanguardDoes the commentary from the macro strategists make sense? We encourage investors to use independent analysis to assess their thesis. Notably, we must first pay attention to Vanguard Tech ETF (VGT), as tech accounted for 26.8% of VOO's exposure.VGT price chart (monthly)(TradingView)On VGT's long-term chart, we observed a bear trap re-entry price action in July, which is a potent bullish signal. Note that the market uses bear traps to ensnare bearish/pessimistic investors/traders into bearish setups before reversing the selling downside decisively, creating a \"false break to the downside\" price structure.A re-entry signal suggests that such a false break occurred in May but was initially invalidated. A subsequent upside reversal occurred in July and was validated by the end of July's trading on July 29, corroborating the initial signal. Therefore, we believe VOO's most critical sector has formed a robust long-term bottom, giving us confidence in VOO's July bear trap.VHT price chart (monthly)(TradingView)VFH price chart (monthly)(TradingView)How about the Healthcare ETF (VHT) and Financials ETF (VFH), given the importance of their sectors to VOO's exposure?We also noticed a bear trap re-entry signal in July on VHT's long-term chart. Notwithstanding, we didn't observe the potent bullish signal in VFH's price chart.However, we observed that VFH has tested its long-term 50-month moving average (blue line) and saw robust buying support. Therefore, we believe the price action is constructive for Financials as well.Hence, we believe the underlying sector ETFs also broadly support the VOO's buying momentum. Notwithstanding, we must highlight that VOO and its leading sector ETFs are overbought in the near term.Is VOO ETF A Buy, Sell, Or Hold?We rate VOO as a Buy.We believe that VOO's medium-term bottom in July is robust, even though we expect near-term downside volatility as it's technically overbought.Therefore, investors should expect a retracement, which would proffer them an excellent opportunity to add exposure if they missed July's bottom.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903777482,"gmtCreate":1659087155646,"gmtModify":1676536255990,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903777482","repostId":"1103274740","repostType":4,"repost":{"id":"1103274740","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1659084092,"share":"https://ttm.financial/m/news/1103274740?lang=&edition=fundamental","pubTime":"2022-07-29 16:41","market":"us","language":"en","title":"Apple, Amazon And Exxon Mobil: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1103274740","media":"Benzinga","summary":"Wall Street expects The Procter & Gamble Company to report quarterly earnings at $1.23 per share on ","content":"<html><head></head><body><ul><li>Wall Street expects The <a href=\"https://laohu8.com/S/PG\">Procter &amp; Gamble Company</a> to report quarterly earnings at $1.23 per share on revenue of $19.37 billion before the opening bell. Procter &amp; Gamble shares rose 0.4% to $148.65 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> reported better-than-expected results for its fiscal year third-quarter, helped by strong iPhone and iPad sales. iPhone revenue of $40.67 billion came in better than analysts’ estimates of $39.2 billion. Apple shares gained 3% to $162.02 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil Corporation</a> to have earned $3.74 per share on revenue of $132.70 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 1.6% to $94.13 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> reported better-than-expected results for its second quarter. The company said it expects-third quarter net sales to be in a range of $125 billion to $130 billion, up 13% to 17% year-over-year. Amazon shares jumped 13.6% to $138.94 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/CHTR\">Charter Communications, Inc.</a> to report quarterly earnings at $6.84 per share on revenue of $13.42 billion before the opening bell. Charter Communications shares fell 8.5% to close at $435.58 on Thursday.</li><li><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> reported weaker-than-expected financial results for its second quarter and withdrew its full-year revenue growth guidance. Roku said it expects third-quarter revenue to increase about 3% year-over-year to $700 million. Total gross profit is expected to be around $325 million. Roku shares dipped 25.9% to $63.15 in the after-hours trading session.</li><li>Before the opening bell, <a href=\"https://laohu8.com/S/SONY\">Sony Group Corporation</a> is projected to post quarterly earnings at $1.28 per share on revenue of $18.04 billion. Sony shares rose 1.7% to $89.07 in after-hours trading.</li></ul></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, Amazon And Exxon Mobil: U.S. Stocks To Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Amazon And Exxon Mobil: U.S. Stocks To Watch\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-07-29 16:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Wall Street expects The <a href=\"https://laohu8.com/S/PG\">Procter &amp; Gamble Company</a> to report quarterly earnings at $1.23 per share on revenue of $19.37 billion before the opening bell. Procter &amp; Gamble shares rose 0.4% to $148.65 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a> reported better-than-expected results for its fiscal year third-quarter, helped by strong iPhone and iPad sales. iPhone revenue of $40.67 billion came in better than analysts’ estimates of $39.2 billion. Apple shares gained 3% to $162.02 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil Corporation</a> to have earned $3.74 per share on revenue of $132.70 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 1.6% to $94.13 in after-hours trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/AMZN\">Amazon.com, Inc.</a> reported better-than-expected results for its second quarter. The company said it expects-third quarter net sales to be in a range of $125 billion to $130 billion, up 13% to 17% year-over-year. Amazon shares jumped 13.6% to $138.94 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/CHTR\">Charter Communications, Inc.</a> to report quarterly earnings at $6.84 per share on revenue of $13.42 billion before the opening bell. Charter Communications shares fell 8.5% to close at $435.58 on Thursday.</li><li><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a> reported weaker-than-expected financial results for its second quarter and withdrew its full-year revenue growth guidance. Roku said it expects third-quarter revenue to increase about 3% year-over-year to $700 million. Total gross profit is expected to be around $325 million. Roku shares dipped 25.9% to $63.15 in the after-hours trading session.</li><li>Before the opening bell, <a href=\"https://laohu8.com/S/SONY\">Sony Group Corporation</a> is projected to post quarterly earnings at $1.28 per share on revenue of $18.04 billion. Sony shares rose 1.7% to $89.07 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103274740","content_text":"Wall Street expects The Procter & Gamble Company to report quarterly earnings at $1.23 per share on revenue of $19.37 billion before the opening bell. Procter & Gamble shares rose 0.4% to $148.65 in after-hours trading.Apple Inc reported better-than-expected results for its fiscal year third-quarter, helped by strong iPhone and iPad sales. iPhone revenue of $40.67 billion came in better than analysts’ estimates of $39.2 billion. Apple shares gained 3% to $162.02 in the after-hours trading session.Analysts are expecting Exxon Mobil Corporation to have earned $3.74 per share on revenue of $132.70 billion for the latest quarter. The company will release earnings before the markets open. Exxon Mobil shares rose 1.6% to $94.13 in after-hours trading.Amazon.com, Inc. reported better-than-expected results for its second quarter. The company said it expects-third quarter net sales to be in a range of $125 billion to $130 billion, up 13% to 17% year-over-year. Amazon shares jumped 13.6% to $138.94 in the after-hours trading session.Analysts expect Charter Communications, Inc. to report quarterly earnings at $6.84 per share on revenue of $13.42 billion before the opening bell. Charter Communications shares fell 8.5% to close at $435.58 on Thursday.Roku Inc reported weaker-than-expected financial results for its second quarter and withdrew its full-year revenue growth guidance. Roku said it expects third-quarter revenue to increase about 3% year-over-year to $700 million. Total gross profit is expected to be around $325 million. Roku shares dipped 25.9% to $63.15 in the after-hours trading session.Before the opening bell, Sony Group Corporation is projected to post quarterly earnings at $1.28 per share on revenue of $18.04 billion. Sony shares rose 1.7% to $89.07 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909434750,"gmtCreate":1658901727770,"gmtModify":1676536226867,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909434750","repostId":"2254584635","repostType":4,"repost":{"id":"2254584635","kind":"highlight","pubTimestamp":1658881714,"share":"https://ttm.financial/m/news/2254584635?lang=&edition=fundamental","pubTime":"2022-07-27 08:28","market":"us","language":"en","title":"2 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2254584635","media":"Motley Fool","summary":"Money managers were buying these stocks even as the market was sinking in the first quarter.","content":"<html><head></head><body><p>Currently, the <b>Nasdaq Composite</b> is 26% off its all-time high, putting the index in a bear market. That downward slide started in the fourth quarter when investors began to worry inflation was more persistent than the Federal Reserve acknowledged, and the losses accelerated in the first quarter when the Fed outlined a series of rate hikes.</p><p>Despite that turbulence, some of the world&#39;s wealthiest investors have continued to put money into the market. Here are two growth stocks that millionaires have been buying hand over fist.</p><h2><b>1. Datadog</b></h2><p>John Overdeck of Two Sigma Investments has a sizable stake in <b>Datadog</b>. He first bought shares in Q1 2020, and last added to his position in Q1 2022. The stock currently ranks as the seventh-largest holding in his hedge fund.</p><p>Datadog is an industry-leading vendor of monitoring and observability software. Its platform ingests data from applications, networks, and infrastructure, processing over 10 trillion signals each day. Using those signals, Datadog leans on artificial intelligence to predict and identify problems, alert the appropriate team members, and help businesses prevent or quickly resolve performance and security issues.</p><p>Datadog simplifies customer adoption with more than 500 built-in integrations, and its broad portfolio of observability and security software has enabled a successful land-and-expand growth strategy, which has made its customer relationships stickier over time.</p><p>In the past year, Datadog saw its customer base increase by 30%, and average spending per customer climbed by more than 30%. That led to strong first-quarter financial results. Revenue soared 83% to $363 million and free cash flow (FCF) skyrocketed 192% to $130 million. That works out to a monster FCF margin of 36%.</p><p>In the years ahead, businesses will pump out ever-growing streams of data as cloud adoption and other digital transformation projects continue. Monitoring that data for performance and security problems will become increasingly complicated but also increasingly critical. Datadog believes that will create a $53 billion addressable market by 2025, leaving the company with plenty of room to grow.</p><p>Currently, shares trade at 25 times sales, which certainly isn&#39;t cheap. But it is less expensive than the three-year average of 39 times sales. More importantly, it seems like a tolerable valuation for a company of this caliber. Investors should consider buying this growth stock right now.</p><h2>2. Salesforce</h2><p>Robert Shafir of Sculptor Capital has amassed a sizable stake in <b>Salesforce</b>. He first bought shares in Q4 2019, and he last added to the position in Q1 2022. The stock currently ranks as the fifth-largest holding in his hedge fund.</p><p>Salesforce is the fastest-growing enterprise software company in history. Its suite of customer relationship management (CRM) applications drives productivity across sales, customer service, marketing, and commerce. Its platform also includes solutions for low-code application development, data analytics, and workflow automation. Collectively, those tools help businesses provide a high-quality experience during all stages of the customer lifecycle.</p><p>CRM software has become mission critical as digital transformation has made the world more connected, and Salesforce has led the CRM industry for nine consecutive years. Better yet, the company continued to pull away from the pack in 2021, capturing 24% market share, up from 20% in 2020. That strong market position has led to impressive financial results.</p><p>In the last quarter, revenue jumped 24% to $7.4 billion and FCF climbed 14% to $3.5 billion. That works out to an astounding FCF margin of 47%. Better yet, Salesforce is well-positioned to maintain that momentum in the coming years.</p><p>Management puts its total addressable market at $248 billion by 2025, and the company&#39;s capacity for innovation should keep it at the forefront of the CRM industry. Salesforce has introduced 12 industry-specific CRM clouds in recent years, and it just added new tools for consumer goods companies and financial-service providers. Those tailored solutions contributed to seven of the top 10 deals in the last quarter.</p><p>Currently, Salesforce trades at 6.3 times sales, a good deal cheaper than the three-year average of 9.1. That means now is a good time for investors to follow Shafir&#39;s lead and buy this growth stock.</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 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist</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 Incredible Growth Stocks Millionaire Investors Are Buying Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 08:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Currently, the Nasdaq Composite is 26% off its all-time high, putting the index in a bear market. That downward slide started in the fourth quarter when investors began to worry inflation was more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDOG":"Datadog","CRM":"赛富时"},"source_url":"https://www.fool.com/investing/2022/07/26/2-growth-stocks-millionaire-investors-are-buying/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254584635","content_text":"Currently, the Nasdaq Composite is 26% off its all-time high, putting the index in a bear market. That downward slide started in the fourth quarter when investors began to worry inflation was more persistent than the Federal Reserve acknowledged, and the losses accelerated in the first quarter when the Fed outlined a series of rate hikes.Despite that turbulence, some of the world's wealthiest investors have continued to put money into the market. Here are two growth stocks that millionaires have been buying hand over fist.1. DatadogJohn Overdeck of Two Sigma Investments has a sizable stake in Datadog. He first bought shares in Q1 2020, and last added to his position in Q1 2022. The stock currently ranks as the seventh-largest holding in his hedge fund.Datadog is an industry-leading vendor of monitoring and observability software. Its platform ingests data from applications, networks, and infrastructure, processing over 10 trillion signals each day. Using those signals, Datadog leans on artificial intelligence to predict and identify problems, alert the appropriate team members, and help businesses prevent or quickly resolve performance and security issues.Datadog simplifies customer adoption with more than 500 built-in integrations, and its broad portfolio of observability and security software has enabled a successful land-and-expand growth strategy, which has made its customer relationships stickier over time.In the past year, Datadog saw its customer base increase by 30%, and average spending per customer climbed by more than 30%. That led to strong first-quarter financial results. Revenue soared 83% to $363 million and free cash flow (FCF) skyrocketed 192% to $130 million. That works out to a monster FCF margin of 36%.In the years ahead, businesses will pump out ever-growing streams of data as cloud adoption and other digital transformation projects continue. Monitoring that data for performance and security problems will become increasingly complicated but also increasingly critical. Datadog believes that will create a $53 billion addressable market by 2025, leaving the company with plenty of room to grow.Currently, shares trade at 25 times sales, which certainly isn't cheap. But it is less expensive than the three-year average of 39 times sales. More importantly, it seems like a tolerable valuation for a company of this caliber. Investors should consider buying this growth stock right now.2. SalesforceRobert Shafir of Sculptor Capital has amassed a sizable stake in Salesforce. He first bought shares in Q4 2019, and he last added to the position in Q1 2022. The stock currently ranks as the fifth-largest holding in his hedge fund.Salesforce is the fastest-growing enterprise software company in history. Its suite of customer relationship management (CRM) applications drives productivity across sales, customer service, marketing, and commerce. Its platform also includes solutions for low-code application development, data analytics, and workflow automation. Collectively, those tools help businesses provide a high-quality experience during all stages of the customer lifecycle.CRM software has become mission critical as digital transformation has made the world more connected, and Salesforce has led the CRM industry for nine consecutive years. Better yet, the company continued to pull away from the pack in 2021, capturing 24% market share, up from 20% in 2020. That strong market position has led to impressive financial results.In the last quarter, revenue jumped 24% to $7.4 billion and FCF climbed 14% to $3.5 billion. That works out to an astounding FCF margin of 47%. Better yet, Salesforce is well-positioned to maintain that momentum in the coming years.Management puts its total addressable market at $248 billion by 2025, and the company's capacity for innovation should keep it at the forefront of the CRM industry. Salesforce has introduced 12 industry-specific CRM clouds in recent years, and it just added new tools for consumer goods companies and financial-service providers. Those tailored solutions contributed to seven of the top 10 deals in the last quarter.Currently, Salesforce trades at 6.3 times sales, a good deal cheaper than the three-year average of 9.1. That means now is a good time for investors to follow Shafir's lead and buy this growth stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257179657015360,"gmtCreate":1703821886897,"gmtModify":1703821889410,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>High chance will go up depending on current market conditions.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>High chance will go up depending on current market conditions.&nbsp;","text":"$Tesla Motors(TSLA)$ High chance will go up depending on current market conditions.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/257179657015360","isVote":1,"tweetType":1,"viewCount":1145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919101101,"gmtCreate":1663743019303,"gmtModify":1676537327760,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9919101101","repostId":"2268917780","repostType":4,"repost":{"id":"2268917780","kind":"news","pubTimestamp":1663732800,"share":"https://ttm.financial/m/news/2268917780?lang=&edition=fundamental","pubTime":"2022-09-21 12:00","market":"us","language":"en","title":"Alibaba: The Charlie Munger And Li Lu Divergence","url":"https://stock-news.laohu8.com/highlight/detail?id=2268917780","media":"Seeking Alpha","summary":"SummaryGreat minds think alike. But what is even more interesting is when they do not.Two of the mos","content":"<html><head></head><body><h2>Summary</h2><ul><li>Great minds think alike. But what is even more interesting is when they do not.</li><li>Two of the most successful investors of our time, Charlie Munger and Li Lu, diverge starkly on Alibaba.</li><li>A comparison of their views and actions best illustrates the opportunities and risks associated with the investment.</li><li>Risks commonly mentioned (VIE, delisting, etc.) are all symptoms to me, while Li Lu’s Civilization 2.5 theory offers a more fundamental explanation of the underlying cause.</li><li>Both bears and bulls can benefit from them and make more informed decisions.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0942ec404ebc02752e62408a90fefc89\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/><span>JuSun</span></p><h2>The investment thesis</h2><p>Charlie Munger needs no introduction, but some readers may need a bit more information on Li Lu. They have been close friends for almost 2 decades. Charlie Munger described Li Lu as the “Chinese Warren Buffett.” And to Li Lu, Munger has been a &#34;mentor and good friend&#34; (in Li Lu&#39;s own words). The following brief bio taken from Wikipedia provides a bit more info on Li Lu (slightly edited by me):</p><blockquote>Li Lu (born April 6, 1966) is a Chinese-born American value investor, businessman, and philanthropist. In 1997, he founded Himalaya Capital Management, known for its disciplined and value-oriented approach to investing. Li met Charlie Munger on Thanksgiving 2003 and they have been friends since. With Munger&#39;s help, Li transformed his hedge fund into a long-only investment vehicle which is currently focused on global investment opportunities. Munger has stated that Li Lu is the only outside manager he’s ever invested with and he’s described him as the “Chinese Warren Buffett.” Li Lu has been known as the man who introduced the Chinese battery and electric car maker BYD Company to Charlie Munger and Warren Buffett.</blockquote><p>It is interesting to observe that these two investors, who share both close friendship and also investing principles, diverge starkly on Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF). Munger has a large position in BABA, but Li Lu does not. And this leads us to the main topic of today. You will see a comparison of their views and actions best illustrates the opportunities and risks associated with the BABA investment. On the one side, the current BABA situation presents an opportunity to buy a good business on the operation table, a hallmark investment strategy from Munger. On the other hand, this article will also dive into the view of Li Lu, especially his view on the civilization 2.5 status in China, as elaborated immediately below.</p><h2>Li Lu, BABA, and Civilization 2.5</h2><p>Li Lu’s current holdings in his Himalaya Capital Management are shown in the chart below. As mentioned above, Munger described him as the “Chinese Warren Buffett.” But from his holdings, he is more Buffett than Buffett himself in terms of concentration. His portfolio consists of a total of 6 positions only and the largest position - Micron (MU) - represents almost 34% of the total portfolio size.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0cfbdc8a33a6b476b854ac581dd6f60\" tg-width=\"640\" tg-height=\"157\" referrerpolicy=\"no-referrer\"/><span>Source: dataroma.com</span></p><p>You can also see that half of his picks overlap with Munger and Warren Buffett. All three of them like Bank of America (BAC), Apple (AAPL), and of course Berkshire Hathaway (BRK.A,BRK.B).</p><p>However, BABA is where he and Munger diverge. As to be detailed in the next Section, Munger holds a sizeable BABA position, but Li Lu does not. So naturally, it triggers the question: Why? Seeking Alpha authors have detailed many risks such as VIE, delisting, et al. To me, these are symptoms. In my view, Li Lu’s following Civilization 2.5 theory offers a more fundamental explanation of the underlying cause. The theory was presented in a lecture he gave in 2015, and I think it is worth quoting in full (the emphases were added by me). And readers are highly encouraged to read the transcript in its entirety:</p><blockquote>I believe China is at interim stage between Civilization 2.0 and Civilization 3.0.<i>Let’s call it Civilization 2.5. China has come a long way but still has a long road ahead.</i>Therefore, <i>I think there is a high probability that China will continue on the main track of Civilization 3.0, as the cost of deviation is very high.</i>If you have a good understanding of China’s culture, people and history, you will agree that China will forge forward. This is particularly the case now that you have a better understanding of the essence of modern civilization. There is almost no chance of China leaving the common market, and the probability of China changing its market rules is also very small. Thus, it is highly probable that, in the next 2 to 3 decades, China will remain in the global market system, and adhere to free market principles, in addition to promoting science &amp; technology development.</blockquote><p>It will take time to go from Civilization 2.5 to 3.0. And surprises and setbacks like VIE and delisting are likely (plus a bunch more that we cannot even imagine today). So, given the timeframe and uncertainties, it is an understandable decision that some investors, Li Lu himself included, decided to stay on the sideline.</p><p>While Munger, apparently focused more on the opportunity side of the coin given that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” And we will elaborate on Munger&#39;s thinking and actions immediately below.</p><h2>Munger and BABA</h2><p>The following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancellation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3, and then again in 2021 Q4.</p><p>There are certainly good reasons for Munger’s decision. In the near term, the market reacted too quickly to a series of short-term events based on perception (based on the information available at that time). And there is no lack of major events in the past 1 or 2 years as summarized in the chart (including a war, specifically the Russian/Ukraine war). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth.</p><p>In the longer term, as just mentioned, not only China will continue to upgrade to Civilization 3.0, but also other countries in the Asian Pacific region. And such an upgrade will present spectacular growth opportunities, and BABA is well-positioned to benefit from such an upgrade, as to be discussed next.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f64d51b9956d82d5a712c375aa004d1\" tg-width=\"640\" tg-height=\"266\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Yahoo data</span></p><h2>The upgrade to civilization 3.0 and BABA</h2><p>It is an unstopped trend that our world is moving toward e-commerce, and the epicenter of the remaining movement will be China and the Asian-Pacific region. Even though many of us are already impressed by the success of e-commerce giants like BABA and Amazon (AMZN), the movement toward e-commerce has just actually gotten started and the bulk of the growth is yet to come. The global e-commerce market size was valued at USD 9.09 trillion in 2019 and is expected to grow at a compound annual growth rate (&#34;CAGR&#34;) of 14.7% from 2020 to 2027. The secular support is even stronger for BABA as the Asia Pacific region is already dominating the market for e-commerce with a share of 55.3% in 2019. Furthermore, this region is expected to witness the fastest growth from 2020 to 2027 as seen below. Even by as early as 2023 – in about 2 years that is - retail e-commerce sales in Asia-Pacific are projected to be greater than the rest of the world combined.</p><p><img src=\"https://static.tigerbbs.com/3e1c49046f66ec88ec7e79914feb0658\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/></p><p>And BABA stands best poised to benefit from this upgrade, especially from the Asian-Pacific momentum. As argued in my earlier article:</p><blockquote><i>Capitalizing on the continued e-commerce growth requires a combination of scale and reach, government support, and technology. And also, finally, geographical proximity and cultural compatibility certainly help. And BABA has all these stars aligned for its further expansion – especially in the Asian-Pacific region. The China government might be tightening its regulations on its domestic market, but it certainly encourages the overseas expansion of its tech giants like BABA. And BABA has already accomplished a substantial lead in capturing overseas markets, with its close neighbors such as Indonesia and Vietnam posting revenue growth of over 100% YoY recently.</i></blockquote><p>Risks and final thoughts</p><p>To recap, the current BABA situation is a textbook example of high-risk and high-return investment opportunities. There are plenty of risks in the near term and also in the long term. There has been no lack of major events in the past 1- or 2-years surrounding BABA (Ant IPO, fine, VEI, delisting, et al). In the near term, the China-U.S. trade tension and global geopolitical frictions will keep the stock prices in a highly volatile state. And I am sure there be more hiccups and surprises that investors have not thought about yet showing up in the near future.</p><p>In the long term, China is going through an upgrade from civilization 2.5 to 3.0. I agree with Li Lu’s view that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” But at the same time, the path of the upgrade will be long and full of setbacks. Independent thinkers like Munger and Li, despite their opposite actions, are essentially betting on the two sides of the same coin.</p><p>I am siding with Munger there and betting on the opportunity side. All the risks and opportunities mentioned above should apply equally to major China tech firms. However, I think the market now overly exaggerates the risk side for BABA and underestimates the opportunity side, creating an asymmetric opportunity. As you can see from the following chart, both the valuation of BABA and JD.com (JD) has been compressed substantially in the past two years. You can see that by the downward trend of the three-year medium of their price to CFO multiple. Despite the common risks/opportunities and also comparable (or even superior profitability as argued in our recent article), BABA was so much more compressed than JD. Its current P/CFO stands at only 10.55x, about 25% below JD’s 13,.98x, and a whopping 43% below its 3-year median of 18.44x.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c588d4b31a546d6b45775d98e8bd545b\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/><span>This article was written by</span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Charlie Munger And Li Lu Divergence</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Charlie Munger And Li Lu Divergence\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541883-alibaba-the-charlie-munger-and-li-lu-divergence><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGreat minds think alike. But what is even more interesting is when they do not.Two of the most successful investors of our time, Charlie Munger and Li Lu, diverge starkly on Alibaba.A ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541883-alibaba-the-charlie-munger-and-li-lu-divergence\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4541883-alibaba-the-charlie-munger-and-li-lu-divergence","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268917780","content_text":"SummaryGreat minds think alike. But what is even more interesting is when they do not.Two of the most successful investors of our time, Charlie Munger and Li Lu, diverge starkly on Alibaba.A comparison of their views and actions best illustrates the opportunities and risks associated with the investment.Risks commonly mentioned (VIE, delisting, etc.) are all symptoms to me, while Li Lu’s Civilization 2.5 theory offers a more fundamental explanation of the underlying cause.Both bears and bulls can benefit from them and make more informed decisions.JuSunThe investment thesisCharlie Munger needs no introduction, but some readers may need a bit more information on Li Lu. They have been close friends for almost 2 decades. Charlie Munger described Li Lu as the “Chinese Warren Buffett.” And to Li Lu, Munger has been a \"mentor and good friend\" (in Li Lu's own words). The following brief bio taken from Wikipedia provides a bit more info on Li Lu (slightly edited by me):Li Lu (born April 6, 1966) is a Chinese-born American value investor, businessman, and philanthropist. In 1997, he founded Himalaya Capital Management, known for its disciplined and value-oriented approach to investing. Li met Charlie Munger on Thanksgiving 2003 and they have been friends since. With Munger's help, Li transformed his hedge fund into a long-only investment vehicle which is currently focused on global investment opportunities. Munger has stated that Li Lu is the only outside manager he’s ever invested with and he’s described him as the “Chinese Warren Buffett.” Li Lu has been known as the man who introduced the Chinese battery and electric car maker BYD Company to Charlie Munger and Warren Buffett.It is interesting to observe that these two investors, who share both close friendship and also investing principles, diverge starkly on Alibaba Group Holding Limited (NYSE:BABA,OTCPK:BABAF). Munger has a large position in BABA, but Li Lu does not. And this leads us to the main topic of today. You will see a comparison of their views and actions best illustrates the opportunities and risks associated with the BABA investment. On the one side, the current BABA situation presents an opportunity to buy a good business on the operation table, a hallmark investment strategy from Munger. On the other hand, this article will also dive into the view of Li Lu, especially his view on the civilization 2.5 status in China, as elaborated immediately below.Li Lu, BABA, and Civilization 2.5Li Lu’s current holdings in his Himalaya Capital Management are shown in the chart below. As mentioned above, Munger described him as the “Chinese Warren Buffett.” But from his holdings, he is more Buffett than Buffett himself in terms of concentration. His portfolio consists of a total of 6 positions only and the largest position - Micron (MU) - represents almost 34% of the total portfolio size.Source: dataroma.comYou can also see that half of his picks overlap with Munger and Warren Buffett. All three of them like Bank of America (BAC), Apple (AAPL), and of course Berkshire Hathaway (BRK.A,BRK.B).However, BABA is where he and Munger diverge. As to be detailed in the next Section, Munger holds a sizeable BABA position, but Li Lu does not. So naturally, it triggers the question: Why? Seeking Alpha authors have detailed many risks such as VIE, delisting, et al. To me, these are symptoms. In my view, Li Lu’s following Civilization 2.5 theory offers a more fundamental explanation of the underlying cause. The theory was presented in a lecture he gave in 2015, and I think it is worth quoting in full (the emphases were added by me). And readers are highly encouraged to read the transcript in its entirety:I believe China is at interim stage between Civilization 2.0 and Civilization 3.0.Let’s call it Civilization 2.5. China has come a long way but still has a long road ahead.Therefore, I think there is a high probability that China will continue on the main track of Civilization 3.0, as the cost of deviation is very high.If you have a good understanding of China’s culture, people and history, you will agree that China will forge forward. This is particularly the case now that you have a better understanding of the essence of modern civilization. There is almost no chance of China leaving the common market, and the probability of China changing its market rules is also very small. Thus, it is highly probable that, in the next 2 to 3 decades, China will remain in the global market system, and adhere to free market principles, in addition to promoting science & technology development.It will take time to go from Civilization 2.5 to 3.0. And surprises and setbacks like VIE and delisting are likely (plus a bunch more that we cannot even imagine today). So, given the timeframe and uncertainties, it is an understandable decision that some investors, Li Lu himself included, decided to stay on the sideline.While Munger, apparently focused more on the opportunity side of the coin given that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” And we will elaborate on Munger's thinking and actions immediately below.Munger and BABAThe following chart summarizes the key events that led to Munger’s actions. As you can see from the chart below, he started buying BABA shares in 2021 Q1, after a large correction in its share price caused by the cancellation of the highly anticipated Ant Group IPO. He then doubled down his stake in Alibaba twice: first in 2021 Q3, and then again in 2021 Q4.There are certainly good reasons for Munger’s decision. In the near term, the market reacted too quickly to a series of short-term events based on perception (based on the information available at that time). And there is no lack of major events in the past 1 or 2 years as summarized in the chart (including a war, specifically the Russian/Ukraine war). As a result, even though BABA’s core business is intact, its valuation became too compressed when Munger pulled the trigger to double down his bets. It is a textbook reflection of his wisdom of buying a good business on the operating table. At the prices he bought into BABA, it was valued as a terminally cheap and stagnating business, while its core fundamentals not only remain intact but also well-positioned for growth.In the longer term, as just mentioned, not only China will continue to upgrade to Civilization 3.0, but also other countries in the Asian Pacific region. And such an upgrade will present spectacular growth opportunities, and BABA is well-positioned to benefit from such an upgrade, as to be discussed next.Source: Author based on Yahoo dataThe upgrade to civilization 3.0 and BABAIt is an unstopped trend that our world is moving toward e-commerce, and the epicenter of the remaining movement will be China and the Asian-Pacific region. Even though many of us are already impressed by the success of e-commerce giants like BABA and Amazon (AMZN), the movement toward e-commerce has just actually gotten started and the bulk of the growth is yet to come. The global e-commerce market size was valued at USD 9.09 trillion in 2019 and is expected to grow at a compound annual growth rate (\"CAGR\") of 14.7% from 2020 to 2027. The secular support is even stronger for BABA as the Asia Pacific region is already dominating the market for e-commerce with a share of 55.3% in 2019. Furthermore, this region is expected to witness the fastest growth from 2020 to 2027 as seen below. Even by as early as 2023 – in about 2 years that is - retail e-commerce sales in Asia-Pacific are projected to be greater than the rest of the world combined.And BABA stands best poised to benefit from this upgrade, especially from the Asian-Pacific momentum. As argued in my earlier article:Capitalizing on the continued e-commerce growth requires a combination of scale and reach, government support, and technology. And also, finally, geographical proximity and cultural compatibility certainly help. And BABA has all these stars aligned for its further expansion – especially in the Asian-Pacific region. The China government might be tightening its regulations on its domestic market, but it certainly encourages the overseas expansion of its tech giants like BABA. And BABA has already accomplished a substantial lead in capturing overseas markets, with its close neighbors such as Indonesia and Vietnam posting revenue growth of over 100% YoY recently.Risks and final thoughtsTo recap, the current BABA situation is a textbook example of high-risk and high-return investment opportunities. There are plenty of risks in the near term and also in the long term. There has been no lack of major events in the past 1- or 2-years surrounding BABA (Ant IPO, fine, VEI, delisting, et al). In the near term, the China-U.S. trade tension and global geopolitical frictions will keep the stock prices in a highly volatile state. And I am sure there be more hiccups and surprises that investors have not thought about yet showing up in the near future.In the long term, China is going through an upgrade from civilization 2.5 to 3.0. I agree with Li Lu’s view that China will have no choice but to keep upgrading to 3.0 because “the cost of deviation is very high.” But at the same time, the path of the upgrade will be long and full of setbacks. Independent thinkers like Munger and Li, despite their opposite actions, are essentially betting on the two sides of the same coin.I am siding with Munger there and betting on the opportunity side. All the risks and opportunities mentioned above should apply equally to major China tech firms. However, I think the market now overly exaggerates the risk side for BABA and underestimates the opportunity side, creating an asymmetric opportunity. As you can see from the following chart, both the valuation of BABA and JD.com (JD) has been compressed substantially in the past two years. You can see that by the downward trend of the three-year medium of their price to CFO multiple. Despite the common risks/opportunities and also comparable (or even superior profitability as argued in our recent article), BABA was so much more compressed than JD. Its current P/CFO stands at only 10.55x, about 25% below JD’s 13,.98x, and a whopping 43% below its 3-year median of 18.44x.This article was written by","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934470766,"gmtCreate":1663294110855,"gmtModify":1676537246188,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934470766","repostId":"1119199835","repostType":4,"repost":{"id":"1119199835","kind":"news","pubTimestamp":1663292610,"share":"https://ttm.financial/m/news/1119199835?lang=&edition=fundamental","pubTime":"2022-09-16 09:43","market":"us","language":"en","title":"Buying Microsoft At Today's Improved Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=1119199835","media":"Seeking Alpha","summary":"SummaryMicrosoft  has sold off as growth stocks have substantially underperformed over the past year","content":"<html><head></head><body><p>Summary</p><ul><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> has sold off as growth stocks have substantially underperformed over the past year.</li><li>MSFT&#39;s valuation has gotten much more attractive.</li><li>The Wall Street consensus outlook is for a 30% gain over the next 12 months.</li><li>The market-implied outlook (calculated from options prices) is bullish, with moderate volatility.</li></ul><p>Over the past 12 months, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> has returned a total of -14.3%, worse than the total return for the S&amp;P 500, -10.7%, but better than the total return for the NASDAQ 100 (QQQ), at -21.5%. On September 13th, after inflation came in higher than expected, MSFT dropped by 5.5%, the worst day for MSFT since September of 2020.</p><p><img src=\"https://static.tigerbbs.com/424cacee51b0b0a92d2c1e353f8e4f49\" tg-width=\"1280\" tg-height=\"381\" referrerpolicy=\"no-referrer\"/>12-Month price history and basic statistics for MSFT above.</p><p>It is not surprising that MSFT has done better than QQQ, or that both have performed worse than the S&amp;P 500, over the past year. Both MSFT and QQQ have a growth tilt (negative loadings on the Fama-French value factor), and growth has substantially underperformed value over the past 12 months. In addition, QQQ has a larger beta in the 3-factor model than MSFT, so we would expect QQQ to perform worse in a market decline.</p><p><img src=\"https://static.tigerbbs.com/2f9db8616bdbe727ac4b74ea0653a962\" tg-width=\"756\" tg-height=\"227\" referrerpolicy=\"no-referrer\"/>3-Factor Fama-French loadings using 36 months of history above.</p><p>To get a sense of just how much worse growth has performed vs. value over the past year, the iShares S&amp;P 500 Growth ETF (IVW) has returned a total of-17.4%vs.-3.7%for the iShares S&amp;P 500 Value ETF (IVE).</p><p>With rising interest rates, we expect value to have an edge of growth because higher rates correspond to higher discount factors applied to future earnings. Growth stocks valuations rely more on earnings that are predicted to occur further into the future, so the effects of compounding disproportionately impact the net present value of growth stocks vs. value stocks. Rising interest rates reduce the net present value of growth stocks more than value stocks.</p><p>Microsoft’s falling share price in 2022 is partly attributable to the fact that earnings in FY Q3 and Q4 were below the Q2 EPS. FY Q3 had the largest quarterly decline in EPS in years, breaking a run of quarters for which EPS was at or above the previous quarter. Even so, it is worth noting that FY Q4 EPS, reported on July 26, 2022, was 2.8% higher than Q4 of last year and Q3 EPS beat Q3 of last year by 9.4%.</p><p><img src=\"https://static.tigerbbs.com/6750add1757035ae15cc4e9670679213\" tg-width=\"1280\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Historical (4 years) and estimated future quarterly EPS for MSFT. Green (red) values are amounts by which EPS beat (missed) the consensus expected value above.</p><p>The consensus outlook for EPS growth is13.2% per yearover the next 3 to 5 years. The TTM and forward P/E ratios arebelow the 5-year averagesand the forward PEG ratio is below its5-year average. MSFT’s P/E is in thehigh range of values over the past 10-12 years, largely due to an upward trend over this period. Earnings haveincreased rapidly, but the share price has gone up even faster. In short, MSFT is not cheap but neither does it look especially expensive given the company’s growth trajectory.</p><p>I last wrote about MSFT onSeptember 15, 2021, a year ago, and I assigned a buy rating to the shares. At that time, the valuation was getting somewhat stretched (forward P/E of 33.8), but the company’s success in growing the cloud segment was encouraging. The Wall Street consensus rating for MSFT was a buy, and the consensus 12-month price target was 10.65% above the share price at that time, for an expected total return of 11.4% over the next year. In analyzing a stock, I also rely on a probabilistic outlook calculated from the prices of call and put options, themarket-implied outlook. As of mid-September, the market-implied outlook for MSFT was bullish to early- and mid-2022. The expected volatility calculated from the market-implied outlook was about 27%-28% (annualized). As a rule of thumb for a buy rating, I look for an expected total return that is at least ½ the expected volatility. Taking the Wall Street consensus price target at face value, MSFT did not meet this threshold (11.4% total return vs. 27%-28% volatility), but the bullish orientation of the market-implied outlooks convinced me to go with a buy rating. As noted earlier, MSFT has underperformed the S&amp;P 500 over the past year but substantially beaten the NASDAQ 100.</p><p>For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommendthis monographpublished by the CFA Institute.</p><p>With a year since my last post on MSFT, I have calculated updated market-implied outlooks and I have compared these with the current Wall Street consensus outlooks in revisiting my rating.</p><h3>Wall Street Consensus Outlook for MSFT</h3><p>ETrade calculates the Wall Street consensus outlook for MSFT by combining the views of 29 ranked analysts who have published ratings and price targets over the past 3 months. The consensus rating is a buy and the consensus 12-month price target is 29.8% above the current share price. This is a dramatic increase in the annual return compared to a year ago.</p><p>Wall Street analyst consensus rating and 12-month price target for MSFT above.</p><p>Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 49 analysts who have published ratings and price targets over the past 90 days. The consensus rating is a buy and the consensus 12-month price target is 32.3% above the current share price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33839ddaede55a84bb293e57211fe7a9\" tg-width=\"1280\" tg-height=\"879\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>Wall Street analyst consensus rating and 12-month price target for MSFT above.</p><p>Given the large number of analysts who follow MSFT, it is not surprising that the consensus price targets from ETrade and Seeking Alpha are so similar. That said, there is a fair amount of spread in the individual analyst price targets. The consensus price target has predictive value as long as the dispersion in the individual price targets isnot too high. I tend to discount the consensus price target when the ratio of the highest and lowest individual price targets exceeds a factor of 2. MSFT is well below this threshold, with a ratio of 1.5.</p><h3>Market-Implied Outlook for MSFT</h3><p>I have calculated the market-implied outlook for MSFT for the 4.2-month period from now until January 20, 2023 and for the 9-month period from now until June 16, 2023. I selected these two dates to provide a view to the start and middle of 2023, as well as because the options expiring in January and June tend to be among the most liquid.</p><p>The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e45d9ee3560d5d993310c82610d18192\" tg-width=\"966\" tg-height=\"557\" width=\"100%\" height=\"auto\"/><span>Geoff Considine</span></p><p>Market-implied price return probabilities for MSFT for the 4.2-month period from now until January 20, 2023 above.</p><p>The market-implied outlook for the next 4 months has the peak in probability tilted to favor positive returns. The maximum probability corresponds to a price return of +4% over this period. The expected volatility calculated from this distribution is 32% (annualized). This is a reasonable level of volatility, albeit slightly higher than in my analysis from a year ago.</p><p>To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e32e334aa378a488a8651d6e3d772ca8\" tg-width=\"896\" tg-height=\"557\" width=\"100%\" height=\"auto\"/><span>Geoff Considine</span></p><p>Market-implied price return probabilities for MSFT for the 4.2-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>This view makes it easier to see that the probabilities of positive returns are consistently higher than for negative returns of the same magnitude, across a wide range of the most-probable outcomes (the solid blue line is above the dashed red line over the left ⅔ of the chart above). This is a bullish outlook for MSFT for the next 4 months.</p><p>Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias reinforces the bullish interpretation of this outlook.</p><p>The market-implied outlook for the 9-month period from now until June 16, 2023 is slightly less bullish than the 4.2-month outlook. The expected volatility for the 9-month outlook is 32% (annualized), equal to the value calculated for the next 4.2 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d10024f6ea13346c5e9ea9cfe205fb1\" tg-width=\"896\" tg-height=\"557\" width=\"100%\" height=\"auto\"/><span>Geoff Considine</span></p><p>Market-implied price return probabilities for MSFT for the 9.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>The market-implied outlooks to mid-January and to mid-June of 2023 tell a consistent story. The outlook to mid-January is bullish, with expected volatility of 32%. The outlook to mid-June is also bullish, with expected volatility of 32%. These outlooks are similar to those from a year ago, although the current outlook to June of 2023 is slightly more bullish than last-year’s outlook to June of 2022.</p><h3>Summary</h3><p>I started this post by noting that MSFT would be expected to underperform the S&amp;P 500 in the current market conditions because MSFT is a growth stock. This begs the question as to the degree to which the sell-off in MSFT is a reflection of the company’s actual performance, as opposed being pulled down by the broad declines for growth stocks. Granted, MSFT’s valuation was somewhat stretched last year. With the current lower price (as compared to late in 2021), the case for MSFT is considerably stronger. The prevailing view is that the company can maintain earnings growth, albeit at a lower rate than over the past couple of years. </p><p>The Wall Street consensus rating continues to be bullish, and the consensus 12-month price target is now 30% above the current share price. As noted earlier, one of my criteria for a buy rating is an expected 12-month total return than is at least ½ the expected volatility (32% from the market-implied outlook). Even giving the analyst consensus price target a considerable haircut, MSFT will come in above this threshold. The market-implied outlooks to the start and middle of 2023 are consistently bullish. I am maintaining a buy rating on MSFT.</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>Buying Microsoft At Today's Improved Valuation</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\">\nBuying Microsoft At Today's Improved Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 09:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4541097-microsoft-stock-improved-valuation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMicrosoft  has sold off as growth stocks have substantially underperformed over the past year.MSFT's valuation has gotten much more attractive.The Wall Street consensus outlook is for a 30% ...</p>\n\n<a href=\"https://seekingalpha.com/article/4541097-microsoft-stock-improved-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4541097-microsoft-stock-improved-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119199835","content_text":"SummaryMicrosoft  has sold off as growth stocks have substantially underperformed over the past year.MSFT's valuation has gotten much more attractive.The Wall Street consensus outlook is for a 30% gain over the next 12 months.The market-implied outlook (calculated from options prices) is bullish, with moderate volatility.Over the past 12 months, Microsoft has returned a total of -14.3%, worse than the total return for the S&P 500, -10.7%, but better than the total return for the NASDAQ 100 (QQQ), at -21.5%. On September 13th, after inflation came in higher than expected, MSFT dropped by 5.5%, the worst day for MSFT since September of 2020.12-Month price history and basic statistics for MSFT above.It is not surprising that MSFT has done better than QQQ, or that both have performed worse than the S&P 500, over the past year. Both MSFT and QQQ have a growth tilt (negative loadings on the Fama-French value factor), and growth has substantially underperformed value over the past 12 months. In addition, QQQ has a larger beta in the 3-factor model than MSFT, so we would expect QQQ to perform worse in a market decline.3-Factor Fama-French loadings using 36 months of history above.To get a sense of just how much worse growth has performed vs. value over the past year, the iShares S&P 500 Growth ETF (IVW) has returned a total of-17.4%vs.-3.7%for the iShares S&P 500 Value ETF (IVE).With rising interest rates, we expect value to have an edge of growth because higher rates correspond to higher discount factors applied to future earnings. Growth stocks valuations rely more on earnings that are predicted to occur further into the future, so the effects of compounding disproportionately impact the net present value of growth stocks vs. value stocks. Rising interest rates reduce the net present value of growth stocks more than value stocks.Microsoft’s falling share price in 2022 is partly attributable to the fact that earnings in FY Q3 and Q4 were below the Q2 EPS. FY Q3 had the largest quarterly decline in EPS in years, breaking a run of quarters for which EPS was at or above the previous quarter. Even so, it is worth noting that FY Q4 EPS, reported on July 26, 2022, was 2.8% higher than Q4 of last year and Q3 EPS beat Q3 of last year by 9.4%.Historical (4 years) and estimated future quarterly EPS for MSFT. Green (red) values are amounts by which EPS beat (missed) the consensus expected value above.The consensus outlook for EPS growth is13.2% per yearover the next 3 to 5 years. The TTM and forward P/E ratios arebelow the 5-year averagesand the forward PEG ratio is below its5-year average. MSFT’s P/E is in thehigh range of values over the past 10-12 years, largely due to an upward trend over this period. Earnings haveincreased rapidly, but the share price has gone up even faster. In short, MSFT is not cheap but neither does it look especially expensive given the company’s growth trajectory.I last wrote about MSFT onSeptember 15, 2021, a year ago, and I assigned a buy rating to the shares. At that time, the valuation was getting somewhat stretched (forward P/E of 33.8), but the company’s success in growing the cloud segment was encouraging. The Wall Street consensus rating for MSFT was a buy, and the consensus 12-month price target was 10.65% above the share price at that time, for an expected total return of 11.4% over the next year. In analyzing a stock, I also rely on a probabilistic outlook calculated from the prices of call and put options, themarket-implied outlook. As of mid-September, the market-implied outlook for MSFT was bullish to early- and mid-2022. The expected volatility calculated from the market-implied outlook was about 27%-28% (annualized). As a rule of thumb for a buy rating, I look for an expected total return that is at least ½ the expected volatility. Taking the Wall Street consensus price target at face value, MSFT did not meet this threshold (11.4% total return vs. 27%-28% volatility), but the bullish orientation of the market-implied outlooks convinced me to go with a buy rating. As noted earlier, MSFT has underperformed the S&P 500 over the past year but substantially beaten the NASDAQ 100.For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommendthis monographpublished by the CFA Institute.With a year since my last post on MSFT, I have calculated updated market-implied outlooks and I have compared these with the current Wall Street consensus outlooks in revisiting my rating.Wall Street Consensus Outlook for MSFTETrade calculates the Wall Street consensus outlook for MSFT by combining the views of 29 ranked analysts who have published ratings and price targets over the past 3 months. The consensus rating is a buy and the consensus 12-month price target is 29.8% above the current share price. This is a dramatic increase in the annual return compared to a year ago.Wall Street analyst consensus rating and 12-month price target for MSFT above.Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 49 analysts who have published ratings and price targets over the past 90 days. The consensus rating is a buy and the consensus 12-month price target is 32.3% above the current share price.Seeking AlphaWall Street analyst consensus rating and 12-month price target for MSFT above.Given the large number of analysts who follow MSFT, it is not surprising that the consensus price targets from ETrade and Seeking Alpha are so similar. That said, there is a fair amount of spread in the individual analyst price targets. The consensus price target has predictive value as long as the dispersion in the individual price targets isnot too high. I tend to discount the consensus price target when the ratio of the highest and lowest individual price targets exceeds a factor of 2. MSFT is well below this threshold, with a ratio of 1.5.Market-Implied Outlook for MSFTI have calculated the market-implied outlook for MSFT for the 4.2-month period from now until January 20, 2023 and for the 9-month period from now until June 16, 2023. I selected these two dates to provide a view to the start and middle of 2023, as well as because the options expiring in January and June tend to be among the most liquid.The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.Geoff ConsidineMarket-implied price return probabilities for MSFT for the 4.2-month period from now until January 20, 2023 above.The market-implied outlook for the next 4 months has the peak in probability tilted to favor positive returns. The maximum probability corresponds to a price return of +4% over this period. The expected volatility calculated from this distribution is 32% (annualized). This is a reasonable level of volatility, albeit slightly higher than in my analysis from a year ago.To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).Geoff ConsidineMarket-implied price return probabilities for MSFT for the 4.2-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.This view makes it easier to see that the probabilities of positive returns are consistently higher than for negative returns of the same magnitude, across a wide range of the most-probable outcomes (the solid blue line is above the dashed red line over the left ⅔ of the chart above). This is a bullish outlook for MSFT for the next 4 months.Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias reinforces the bullish interpretation of this outlook.The market-implied outlook for the 9-month period from now until June 16, 2023 is slightly less bullish than the 4.2-month outlook. The expected volatility for the 9-month outlook is 32% (annualized), equal to the value calculated for the next 4.2 months.Geoff ConsidineMarket-implied price return probabilities for MSFT for the 9.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.The market-implied outlooks to mid-January and to mid-June of 2023 tell a consistent story. The outlook to mid-January is bullish, with expected volatility of 32%. The outlook to mid-June is also bullish, with expected volatility of 32%. These outlooks are similar to those from a year ago, although the current outlook to June of 2023 is slightly more bullish than last-year’s outlook to June of 2022.SummaryI started this post by noting that MSFT would be expected to underperform the S&P 500 in the current market conditions because MSFT is a growth stock. This begs the question as to the degree to which the sell-off in MSFT is a reflection of the company’s actual performance, as opposed being pulled down by the broad declines for growth stocks. Granted, MSFT’s valuation was somewhat stretched last year. With the current lower price (as compared to late in 2021), the case for MSFT is considerably stronger. The prevailing view is that the company can maintain earnings growth, albeit at a lower rate than over the past couple of years. The Wall Street consensus rating continues to be bullish, and the consensus 12-month price target is now 30% above the current share price. As noted earlier, one of my criteria for a buy rating is an expected 12-month total return than is at least ½ the expected volatility (32% from the market-implied outlook). Even giving the analyst consensus price target a considerable haircut, MSFT will come in above this threshold. The market-implied outlooks to the start and middle of 2023 are consistently bullish. I am maintaining a buy rating on MSFT.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992970459,"gmtCreate":1661255409873,"gmtModify":1676536483320,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992970459","repostId":"2261680510","repostType":4,"repost":{"id":"2261680510","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":1661247675,"share":"https://ttm.financial/m/news/2261680510?lang=&edition=fundamental","pubTime":"2022-08-23 17:41","market":"us","language":"en","title":"Explainer: How Meme Stock Darling AMC's New Preferred Shares Work","url":"https://stock-news.laohu8.com/highlight/detail?id=2261680510","media":"Reuters","summary":"Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have tu","content":"<html><head></head><body><p>Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have turned into a meme stock, completed the listing of its new preferred shares on Monday, setting the stage for a potential capital raise.</p><p>The novel move allows AMC to sell potentially billions of dollars worth of shares without requiring approval from its shareholders, as it seeks to capitalize on the popularity of meme stocks - shares traded mostly based on social media hype rather than their economic fundamentals.</p><p>Here is what you need to know about AMC&#39;s new preferred shares.</p><p><b>WHAT ARE THE PREFERRED SHARES?</b></p><p>The preferred shares are a new class of shares that were given to holders of AMC&#39;s common stock this month as a dividend. One preferred share was issued for each common share.</p><p>The preferred shares have the same voting power and right to a dividend as common shares. They can be converted into common shares on a one-to-one basis, but only if AMC&#39;s board proposes this and AMC shareholders vote in favor of raising the number of authorized common shares to allow for the move.</p><p><b>WHY DID AMC ISSUE THE PREFERRED SHARES?</b></p><p>AMC said the new shares will be a &#34;currency&#34; that will allow it to raise money to pay down debt and carry out acquisitions and investments.</p><p>While it did not gain any proceeds from the issuance, AMC said it may sell preferred shares from now on, using the current listed preferred shares&#39; trading price as a benchmark.</p><p>AMC said its board can authorize the issuance of up to 5 billion preferred shares but it has so far approved only 1 billion. It has issued 516.8 million preferred shares this month, leaving it with 483.2 million it may sell in the near term.</p><p>The Leawood, Kansas-based company has declined to comment on when it might sell preferred shares to raise money. If it were to sell the 483.2 million at the listed preferred shares&#39; Monday closing price of $6, it would raise $2.9 billion.</p><p><b>CAN&#39;T AMC RAISE MONEY BY SELLING COMMON SHARES INSTEAD?</b></p><p>AMC could sell common shares but it requires shareholder approval to do so. It did not need to seek shareholder approval for the preferred share issue because it relied on an authorization granted to its board by its former owner, China&#39;s Dalian Wanda Group when it listed in 2013. Wanda is no longer an AMC shareholder.</p><p>In July 2021, AMC retracted a proposal for shareholders to approve the issuance of more common shares after it raised $1.8 billion by capitalizing on the meme stock frenzy. CEO Adam Aron cited investor opposition to more common stock sales, and AMC has not sought shareholder approval for a sale since.</p><p><b>WHY DID AMC COMMON SHARES PLUNGE WHEN PREFERRED SHARES STARTED TRADING?</b></p><p>AMC had warned that its common shares would drop as soon its preferred shares started trading on Monday because the stock dividend that delivered the preferred shares to investors acted as a stock split.</p><p>AMC&#39;s common shares ended down 42% at $10.46 on Monday. This fall - equivalent to a $7.56 per share decline - was more than the $6 that the preferred shares ended trading at, reflecting concerns about the company&#39;s future in the wake of peer Cineworld Group Plc&#39;s warning of a possible bankruptcy.</p><p>AMC tried to boost the popularity of the preferred shares with investors ahead of their launch. It listed them in New York under the ticker &#39;APE&#39;, a popular social media reference to meme stock enthusiasts. It also gave investors a free &#34;I OWN APE&#34; non-fungible token (NFT).</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>Explainer: How Meme Stock Darling AMC's New Preferred Shares Work</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\">\nExplainer: How Meme Stock Darling AMC's New Preferred Shares Work\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\">2022-08-23 17:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have turned into a meme stock, completed the listing of its new preferred shares on Monday, setting the stage for a potential capital raise.</p><p>The novel move allows AMC to sell potentially billions of dollars worth of shares without requiring approval from its shareholders, as it seeks to capitalize on the popularity of meme stocks - shares traded mostly based on social media hype rather than their economic fundamentals.</p><p>Here is what you need to know about AMC&#39;s new preferred shares.</p><p><b>WHAT ARE THE PREFERRED SHARES?</b></p><p>The preferred shares are a new class of shares that were given to holders of AMC&#39;s common stock this month as a dividend. One preferred share was issued for each common share.</p><p>The preferred shares have the same voting power and right to a dividend as common shares. They can be converted into common shares on a one-to-one basis, but only if AMC&#39;s board proposes this and AMC shareholders vote in favor of raising the number of authorized common shares to allow for the move.</p><p><b>WHY DID AMC ISSUE THE PREFERRED SHARES?</b></p><p>AMC said the new shares will be a &#34;currency&#34; that will allow it to raise money to pay down debt and carry out acquisitions and investments.</p><p>While it did not gain any proceeds from the issuance, AMC said it may sell preferred shares from now on, using the current listed preferred shares&#39; trading price as a benchmark.</p><p>AMC said its board can authorize the issuance of up to 5 billion preferred shares but it has so far approved only 1 billion. It has issued 516.8 million preferred shares this month, leaving it with 483.2 million it may sell in the near term.</p><p>The Leawood, Kansas-based company has declined to comment on when it might sell preferred shares to raise money. If it were to sell the 483.2 million at the listed preferred shares&#39; Monday closing price of $6, it would raise $2.9 billion.</p><p><b>CAN&#39;T AMC RAISE MONEY BY SELLING COMMON SHARES INSTEAD?</b></p><p>AMC could sell common shares but it requires shareholder approval to do so. It did not need to seek shareholder approval for the preferred share issue because it relied on an authorization granted to its board by its former owner, China&#39;s Dalian Wanda Group when it listed in 2013. Wanda is no longer an AMC shareholder.</p><p>In July 2021, AMC retracted a proposal for shareholders to approve the issuance of more common shares after it raised $1.8 billion by capitalizing on the meme stock frenzy. CEO Adam Aron cited investor opposition to more common stock sales, and AMC has not sought shareholder approval for a sale since.</p><p><b>WHY DID AMC COMMON SHARES PLUNGE WHEN PREFERRED SHARES STARTED TRADING?</b></p><p>AMC had warned that its common shares would drop as soon its preferred shares started trading on Monday because the stock dividend that delivered the preferred shares to investors acted as a stock split.</p><p>AMC&#39;s common shares ended down 42% at $10.46 on Monday. This fall - equivalent to a $7.56 per share decline - was more than the $6 that the preferred shares ended trading at, reflecting concerns about the company&#39;s future in the wake of peer Cineworld Group Plc&#39;s warning of a possible bankruptcy.</p><p>AMC tried to boost the popularity of the preferred shares with investors ahead of their launch. It listed them in New York under the ticker &#39;APE&#39;, a popular social media reference to meme stock enthusiasts. It also gave investors a free &#34;I OWN APE&#34; non-fungible token (NFT).</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","APE":"AMC Entertainment Preferred"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261680510","content_text":"Aug 23 (Reuters) - AMC Entertainment Holdings Inc, the movie theater operator that investors have turned into a meme stock, completed the listing of its new preferred shares on Monday, setting the stage for a potential capital raise.The novel move allows AMC to sell potentially billions of dollars worth of shares without requiring approval from its shareholders, as it seeks to capitalize on the popularity of meme stocks - shares traded mostly based on social media hype rather than their economic fundamentals.Here is what you need to know about AMC's new preferred shares.WHAT ARE THE PREFERRED SHARES?The preferred shares are a new class of shares that were given to holders of AMC's common stock this month as a dividend. One preferred share was issued for each common share.The preferred shares have the same voting power and right to a dividend as common shares. They can be converted into common shares on a one-to-one basis, but only if AMC's board proposes this and AMC shareholders vote in favor of raising the number of authorized common shares to allow for the move.WHY DID AMC ISSUE THE PREFERRED SHARES?AMC said the new shares will be a \"currency\" that will allow it to raise money to pay down debt and carry out acquisitions and investments.While it did not gain any proceeds from the issuance, AMC said it may sell preferred shares from now on, using the current listed preferred shares' trading price as a benchmark.AMC said its board can authorize the issuance of up to 5 billion preferred shares but it has so far approved only 1 billion. It has issued 516.8 million preferred shares this month, leaving it with 483.2 million it may sell in the near term.The Leawood, Kansas-based company has declined to comment on when it might sell preferred shares to raise money. If it were to sell the 483.2 million at the listed preferred shares' Monday closing price of $6, it would raise $2.9 billion.CAN'T AMC RAISE MONEY BY SELLING COMMON SHARES INSTEAD?AMC could sell common shares but it requires shareholder approval to do so. It did not need to seek shareholder approval for the preferred share issue because it relied on an authorization granted to its board by its former owner, China's Dalian Wanda Group when it listed in 2013. Wanda is no longer an AMC shareholder.In July 2021, AMC retracted a proposal for shareholders to approve the issuance of more common shares after it raised $1.8 billion by capitalizing on the meme stock frenzy. CEO Adam Aron cited investor opposition to more common stock sales, and AMC has not sought shareholder approval for a sale since.WHY DID AMC COMMON SHARES PLUNGE WHEN PREFERRED SHARES STARTED TRADING?AMC had warned that its common shares would drop as soon its preferred shares started trading on Monday because the stock dividend that delivered the preferred shares to investors acted as a stock split.AMC's common shares ended down 42% at $10.46 on Monday. This fall - equivalent to a $7.56 per share decline - was more than the $6 that the preferred shares ended trading at, reflecting concerns about the company's future in the wake of peer Cineworld Group Plc's warning of a possible bankruptcy.AMC tried to boost the popularity of the preferred shares with investors ahead of their launch. It listed them in New York under the ticker 'APE', a popular social media reference to meme stock enthusiasts. It also gave investors a free \"I OWN APE\" non-fungible token (NFT).","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993371229,"gmtCreate":1660635686264,"gmtModify":1676536369821,"author":{"id":"3580287392112193","authorId":"3580287392112193","name":"Silver36","avatar":"https://static.tigerbbs.com/ea5a4a1ccca1fe1dae7bcad4f70147ad","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580287392112193","authorIdStr":"3580287392112193"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993371229","repostId":"1186715007","repostType":4,"repost":{"id":"1186715007","kind":"news","pubTimestamp":1660627290,"share":"https://ttm.financial/m/news/1186715007?lang=&edition=fundamental","pubTime":"2022-08-16 13:21","market":"us","language":"en","title":"What Are Single Stock & Bond ETFs? Should You Consider Buying Them","url":"https://stock-news.laohu8.com/highlight/detail?id=1186715007","media":"The Street","summary":"While ETFs are known as a great way to get broad diversification in your portfolio at rock bottom prices, the latest industry trend goes decidedly in the opposite direction.ETFs targeting just a single stock have become all the rage lately. As I write this, 20 such ETFs have been launched in just the past two months with the potential for hundreds more coming down the line.The obvious question may be “why would somebody invest in a single stock ETF when they can just buy the stock?”","content":"<html><head></head><body><p>While ETFs are known as a great way to get broad diversification in your portfolio at rock bottom prices, the latest industry trend goes decidedly in the opposite direction.</p><p>ETFs targeting just a single stock have become all the rage lately. As I write this, 20 such ETFs have been launched in just the past two months with the potential for hundreds more coming down the line.</p><p>The obvious question may be “why would somebody invest in a single stock ETF when they can just buy the stock?” The answer is that they layer something on top of the single stock exposure. Some use an inverse strategy and the short the underlying stock. Others provide leveraged exposure. At least one uses a “hedged” strategy that adds options to limit the potential range of returns, much like the buffer ETFs that are already out there.</p><p>The SEC has gone on record with their concerns about the potential risks of single stock ETFs. In my opinion, it’s tough to argue why the SEC should reject them when it’s already approved a slew of triple-leveraged oil ETFs and other products. They have, however, limited the leverage that is being used in these ETFs. You won’t find any triple-leveraged funds here. The most we’ve seen so far is 2x exposure on Pfizer and Nike, but we’ll see if that changes down the road.</p><p>For the record, I don’t think there’s a market for these outside of short-term traders. Longer-term investors probably don’t need them since the expense ratios and the cost of leverage and need to roll over derivatives exposure on a daily basis could negate a lot of the upside of the leverage in the first place. But there are always folks who want to add a little juice to a short-term trade and these could be ideal for that purpose.</p><p>Let’s break down where we stand today with the list of available single stock ETFs.</p><p>Leveraged Single Stock ETFs</p><ul><li><b>AXS 1.5X PYPL Bull Daily ETF (PYPT)</b></li><li><b>AXS 2X NKE Bull Daily ETF (NKEL)</b></li><li><b>AXS 2X PFE Bull Daily ETF (PFEL)</b></li><li><b>GraniteShares 1.25X Long Tesla Daily ETF (TSL)</b></li><li><b>GraniteShares 1.5X Long Coinbase Daily ETF (CONL)</b></li><li><b>GraniteShares 1.75X Long AAPL Daily ETF (AAPB)</b></li><li><b>Direxion Daily TSLA Bull 1.5X Shares ETF (TSLL)</b></li><li><b>Direxion Daily AAPL Bull 1.5X Shares ETF (AAPU)</b></li></ul><p>So far, interest in these ETFs has been minor at best. TSLL is the largest of the group, but it’s gained only $7 million in assets. Most are still just starting off with $1-2 million. Even the 1.5X Coinbase ETF hasn’t really gotten any traction, which I find a little surprising. The stock itself has had a rough go of it lately, so I imagine that could perhaps make investors a little gun-shy. It’s still very early on and some of these ETFs are only a week old. It’s too early to draw any conclusions and these may take off yet.</p><p>You can see the relative comfort level of the SEC in approving these ETFs based on the amount of leverage allowed. Nike and Pfizer are more established blue chip names and, therefore, got a higher degree of leverage for NKEL and PFEL. Apple and PayPal being slightly more volatile tech names got a little less. I’m a little surprised that CONL and TSSL got approved for 1.5X exposure given how volatile they are. The expense ratios on the Direxion and GraniteShares ETFs are 0.97% and 1.15%, respectively, so these products are not necessarily cheap to own and hold.</p><p>Inverse Single Stock ETFs</p><ul><li><b>AXS 1.5X PYPL Bear Daily ETF (PYPS)</b></li><li><b>AXS 2X NKE Bear Daily ETF (NKEQ)</b></li><li><b>AXS 2X PFE Bear Daily ETF (PFES)</b></li><li><b>AXS TSLA Bear Daily ETF (TSLQ)</b></li><li><b>AXS 1.25X NVDA Bear Daily ETF (NVDS)</b></li><li><b>GraniteShares 1X Short Tesla Daily ETF (TSLI)</b></li><li><b>Direxion Daily TSLA Bear 1X Shares ETF (TSLS)</b></li><li><b>Direxion Daily AAPL Bear 1X Shares ETF (AAPD)</b></li></ul><p>Most of the long ETFs listed above have short counterparts. AXS opted for short-only versions of their Tesla and NVIDIA ETFs. TSLQ, TSLI and TSLS are essentially identical in their exposures. NVDS has just a little bit of short leverage to provide some extra downside. The AXS funds are really the only ones that offer more meaningful leverage on the inverse side.</p><p>Hedged Single Stock ETFs</p><ul><li><b>Innovator Hedged TSLA Strategy ETF (TSLH)</b></li></ul><p>As mentioned earlier, TSLH is the more unique ETF of the group in that it combines an options strategy on top of Tesla to put a cap on gains and a floor on returns. On a quarterly basis, the cap on positive returns is 9.29% with the floor on losses set at 10%. Tesla can obviously have swings like that on a daily basis, but for people who want to take a swing at owning Tesla but also protect themselves from severe losses, this could be an option.</p><p>The buffer ETFs (also offered by Innovator among others) have built up more than $16 billion in assets, so there’s definitely a market for these products. We’ll see if the buffer ETF concept for indexes translates over to a similar strategy for single stocks, but there’s reason to think it might.</p><p>Single Bond ETFs</p><ul><li><b>U.S. Treasury 3 Month Bill ETF (TBIL)</b></li><li><b>U.S. Treasury 2 Year Note ETF (UTWO)</b></li><li><b>U.S. Treasury 10 Year Note ETF (UTEN)</b></li></ul><p>These ETFs I find really interesting. Whereas a lot of fixed income funds hold potentially thousands of different bonds, these hold one single bond - the latest issue of U.S. government bonds at these maturities. It’s as close as you’ll get to owning the actual bond without actually owning it.</p><p>The benefit of these, using UTEN as an example, is that they will own the most recent 10-year note, but then roll it over into the newest 10-year note when it’s issued. You’re essentially getting consistent 10-year note exposure. If you buy an individual government bond, the remaining maturity changes over time as does its interest rate risk. These ETFs will maintain ongoing exposure to the newest issued bonds and shareholders won’t have to do a thing.</p><p>Each comes with an expense ratio of 0.15%, so they’re relatively cheap to own as well. Investors have already responded positively with TBIL and UTEN already having more than $20 million in assets each.</p><p>Conclusion</p><p>I can see two things happening with single stock ETFs - 1) dozens, if not hundreds, of these ETFs could eventually be launched and 2) most of them will gain almost no interest. The only ones that are likely going to be winners in terms of assets are going to be the ones based on “buzzy” stocks, such as Tesla or Netflix or Twitter or some of the FAAMG names. Anything else is probably going to be DOA. Is anybody really looking for leveraged exposure on Pfizer in an ETF?</p><p>I see single stock ETFs going in four directions - leveraged, inverse, buffer and covered calls. The first three have been launched already. The fourth one has yet to debut, but I think it’s coming. An ETF that owns Microsoft, for example, and writes calls based on Microsoft stock I think could be an interesting strategy. High yield investors could be intrigued with capturing a 5%+ yield with equity exposure much like they have with other covered call ETFs.</p><p>In short, I think these are certainly unique and probably fill a gap or some investors, but not many. These will be for traders, but longer-term investors probably won’t have much use for them. I think a lot of these could eventually be closed due to lack of interest. It’s only been two months and we’ve already got 6 ETFs based on Tesla. Not all of them are going to survive and this space could get watered down quickly.</p></body></html>","source":"lsy1610613172068","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>What Are Single Stock & Bond ETFs? Should You Consider Buying Them</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\">\nWhat Are Single Stock & Bond ETFs? Should You Consider Buying Them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/etffocus/trade-ideas/investing-strategy-single-stock-bond-etfs-what-are-they-should-you-consider-buying-them><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While ETFs are known as a great way to get broad diversification in your portfolio at rock bottom prices, the latest industry trend goes decidedly in the opposite direction.ETFs targeting just a ...</p>\n\n<a href=\"https://www.thestreet.com/etffocus/trade-ideas/investing-strategy-single-stock-bond-etfs-what-are-they-should-you-consider-buying-them\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLQ":"Tradr 2X Short TSLA Daily ETF","AAPD":"Direxion Daily AAPL Bear 1X Shares","PYPT":"PayPal 1.5倍做多ETF-AXS"},"source_url":"https://www.thestreet.com/etffocus/trade-ideas/investing-strategy-single-stock-bond-etfs-what-are-they-should-you-consider-buying-them","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186715007","content_text":"While ETFs are known as a great way to get broad diversification in your portfolio at rock bottom prices, the latest industry trend goes decidedly in the opposite direction.ETFs targeting just a single stock have become all the rage lately. As I write this, 20 such ETFs have been launched in just the past two months with the potential for hundreds more coming down the line.The obvious question may be “why would somebody invest in a single stock ETF when they can just buy the stock?” The answer is that they layer something on top of the single stock exposure. Some use an inverse strategy and the short the underlying stock. Others provide leveraged exposure. At least one uses a “hedged” strategy that adds options to limit the potential range of returns, much like the buffer ETFs that are already out there.The SEC has gone on record with their concerns about the potential risks of single stock ETFs. In my opinion, it’s tough to argue why the SEC should reject them when it’s already approved a slew of triple-leveraged oil ETFs and other products. They have, however, limited the leverage that is being used in these ETFs. You won’t find any triple-leveraged funds here. The most we’ve seen so far is 2x exposure on Pfizer and Nike, but we’ll see if that changes down the road.For the record, I don’t think there’s a market for these outside of short-term traders. Longer-term investors probably don’t need them since the expense ratios and the cost of leverage and need to roll over derivatives exposure on a daily basis could negate a lot of the upside of the leverage in the first place. But there are always folks who want to add a little juice to a short-term trade and these could be ideal for that purpose.Let’s break down where we stand today with the list of available single stock ETFs.Leveraged Single Stock ETFsAXS 1.5X PYPL Bull Daily ETF (PYPT)AXS 2X NKE Bull Daily ETF (NKEL)AXS 2X PFE Bull Daily ETF (PFEL)GraniteShares 1.25X Long Tesla Daily ETF (TSL)GraniteShares 1.5X Long Coinbase Daily ETF (CONL)GraniteShares 1.75X Long AAPL Daily ETF (AAPB)Direxion Daily TSLA Bull 1.5X Shares ETF (TSLL)Direxion Daily AAPL Bull 1.5X Shares ETF (AAPU)So far, interest in these ETFs has been minor at best. TSLL is the largest of the group, but it’s gained only $7 million in assets. Most are still just starting off with $1-2 million. Even the 1.5X Coinbase ETF hasn’t really gotten any traction, which I find a little surprising. The stock itself has had a rough go of it lately, so I imagine that could perhaps make investors a little gun-shy. It’s still very early on and some of these ETFs are only a week old. It’s too early to draw any conclusions and these may take off yet.You can see the relative comfort level of the SEC in approving these ETFs based on the amount of leverage allowed. Nike and Pfizer are more established blue chip names and, therefore, got a higher degree of leverage for NKEL and PFEL. Apple and PayPal being slightly more volatile tech names got a little less. I’m a little surprised that CONL and TSSL got approved for 1.5X exposure given how volatile they are. The expense ratios on the Direxion and GraniteShares ETFs are 0.97% and 1.15%, respectively, so these products are not necessarily cheap to own and hold.Inverse Single Stock ETFsAXS 1.5X PYPL Bear Daily ETF (PYPS)AXS 2X NKE Bear Daily ETF (NKEQ)AXS 2X PFE Bear Daily ETF (PFES)AXS TSLA Bear Daily ETF (TSLQ)AXS 1.25X NVDA Bear Daily ETF (NVDS)GraniteShares 1X Short Tesla Daily ETF (TSLI)Direxion Daily TSLA Bear 1X Shares ETF (TSLS)Direxion Daily AAPL Bear 1X Shares ETF (AAPD)Most of the long ETFs listed above have short counterparts. AXS opted for short-only versions of their Tesla and NVIDIA ETFs. TSLQ, TSLI and TSLS are essentially identical in their exposures. NVDS has just a little bit of short leverage to provide some extra downside. The AXS funds are really the only ones that offer more meaningful leverage on the inverse side.Hedged Single Stock ETFsInnovator Hedged TSLA Strategy ETF (TSLH)As mentioned earlier, TSLH is the more unique ETF of the group in that it combines an options strategy on top of Tesla to put a cap on gains and a floor on returns. On a quarterly basis, the cap on positive returns is 9.29% with the floor on losses set at 10%. Tesla can obviously have swings like that on a daily basis, but for people who want to take a swing at owning Tesla but also protect themselves from severe losses, this could be an option.The buffer ETFs (also offered by Innovator among others) have built up more than $16 billion in assets, so there’s definitely a market for these products. We’ll see if the buffer ETF concept for indexes translates over to a similar strategy for single stocks, but there’s reason to think it might.Single Bond ETFsU.S. Treasury 3 Month Bill ETF (TBIL)U.S. Treasury 2 Year Note ETF (UTWO)U.S. Treasury 10 Year Note ETF (UTEN)These ETFs I find really interesting. Whereas a lot of fixed income funds hold potentially thousands of different bonds, these hold one single bond - the latest issue of U.S. government bonds at these maturities. It’s as close as you’ll get to owning the actual bond without actually owning it.The benefit of these, using UTEN as an example, is that they will own the most recent 10-year note, but then roll it over into the newest 10-year note when it’s issued. You’re essentially getting consistent 10-year note exposure. If you buy an individual government bond, the remaining maturity changes over time as does its interest rate risk. These ETFs will maintain ongoing exposure to the newest issued bonds and shareholders won’t have to do a thing.Each comes with an expense ratio of 0.15%, so they’re relatively cheap to own as well. Investors have already responded positively with TBIL and UTEN already having more than $20 million in assets each.ConclusionI can see two things happening with single stock ETFs - 1) dozens, if not hundreds, of these ETFs could eventually be launched and 2) most of them will gain almost no interest. The only ones that are likely going to be winners in terms of assets are going to be the ones based on “buzzy” stocks, such as Tesla or Netflix or Twitter or some of the FAAMG names. Anything else is probably going to be DOA. Is anybody really looking for leveraged exposure on Pfizer in an ETF?I see single stock ETFs going in four directions - leveraged, inverse, buffer and covered calls. The first three have been launched already. The fourth one has yet to debut, but I think it’s coming. An ETF that owns Microsoft, for example, and writes calls based on Microsoft stock I think could be an interesting strategy. High yield investors could be intrigued with capturing a 5%+ yield with equity exposure much like they have with other covered call ETFs.In short, I think these are certainly unique and probably fill a gap or some investors, but not many. These will be for traders, but longer-term investors probably won’t have much use for them. I think a lot of these could eventually be closed due to lack of interest. It’s only been two months and we’ve already got 6 ETFs based on Tesla. Not all of them are going to survive and this space could get watered down quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}