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2022-07-31

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Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?

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09:01","market":"us","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China&#39;s leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1&#39;23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&amp;P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY&#39;s 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China&#39;s increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are &#34;front-running&#34; the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China&#39;s e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi&#39;s (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron&#39;s</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma&#39;s decision to give up his control over Ant Group. It&#39;s hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China&#39;s highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China&#39;s top leadership gave a downbeat assessment of economic growth but didn&#39;t announce new stimulus policies at a key meeting. It stated the country should achieve &#34;the best outcome&#34; possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of &#34;around 5.5%&#34; growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&amp;P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4&#39;s 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn&#39;t be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba&#39;s most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China&#39;s consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024969385,"gmtCreate":1653789553047,"gmtModify":1676535341507,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"&nbsp;Like","listText":"&nbsp;Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024969385","repostId":"2238585689","repostType":4,"repost":{"id":"2238585689","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":1653785130,"share":"https://ttm.financial/m/news/2238585689?lang=&edition=fundamental","pubTime":"2022-05-29 08:45","market":"us","language":"en","title":"$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2238585689","media":"Dow Jones","summary":"While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMo","content":"<html><head></head><body><p>While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan&#39;s equity-research department has churned up yet another bullish note for the bank&#39;s clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&amp;P 500 index was flirting late last week.</p><p>The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank&#39;s clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, &#34;rebalance&#34; by buying stocks and selling bonds to compensate for the latest drop in stocks.</p><p>In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by &#34;balanced&#34; mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).</p><p>But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.</p><p>These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.</p><p>Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway&#39;s massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.</p><p>All told, that&#39;s potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.</p><p>To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn&#39;t quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.</p><p>JPMorgan&#39;s strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.</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>$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan 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\">\n$250 Billion in \"Rebalancing\" Inflows Could Rescue Stocks By the End of June, JPMorgan Says\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\">2022-05-29 08:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan&#39;s equity-research department has churned up yet another bullish note for the bank&#39;s clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&amp;P 500 index was flirting late last week.</p><p>The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank&#39;s clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, &#34;rebalance&#34; by buying stocks and selling bonds to compensate for the latest drop in stocks.</p><p>In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by &#34;balanced&#34; mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).</p><p>But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.</p><p>These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.</p><p>Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway&#39;s massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.</p><p>All told, that&#39;s potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.</p><p>To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn&#39;t quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.</p><p>JPMorgan&#39;s strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238585689","content_text":"While stock-market strategists at Bank of America and Morgan Stanley grow increasingly bearish, JPMorgan's equity-research department has churned up yet another bullish note for the bank's clients, advising them about the potential for massive month- and quarter-end rebalancing flows that could trigger a sustained rebound in stocks, putting even more distance between the U.S. benchmarks and the bear-market territory with which the S&P 500 index was flirting late last week.The team of JPMorgan equity quants, led by Nikolaos Panigirtzoglou, told the bank's clients that potentially more than $250 billion could flow into stocks by the end of June as American mutual funds and pension funds, along with foreign pensions and sovereign-wealth funds, \"rebalance\" by buying stocks and selling bonds to compensate for the latest drop in stocks.In their latest report on equity flows and liquidity, the team said it expects between $34 billion and $56 billion of buying by \"balanced\" mutual funds (that is, funds that aim to maintain a 60/40 weighting of stocks to bonds in accordance with the principles of Modern Portfolio Theory).But even larger than the mutual-fund universe is the world of defined-benefit pension funds, which Panigirtzoglou and his team believe could dump as much as $167 billion into U.S. stocks by the end of June.These funds have an aggregate $7.5 trillion in assets under management, according to JPMorgan, and although pension funds tend to rebalance more slowly than mutual funds, the JPMorgan team suspects that they might be behind the eight-ball on rebalancing for April, leaving more room for buying as we head into the summer months.Finally, the JPMorgan analysts expect an additional $40 billion of inflows from major foreign buyers like the Norges Bank (which controls Norway's massive sovereign-wealth fund), the Swiss National Bank (which maintains a large portfolio of U.S. equities) and Japanese pension funds.All told, that's potentially more than $250 billion in inflows that could bolster Wall Street stocks. Since algorithmic traders like Commodity Trading Advisors often trade based on momentum, the initial move higher in equities caused by these inflows could potentially trigger a virtuous feedback loop that could see stocks erase more than half of their year-to-date losses -- at least, according to JPMorgan.To be sure, the JPMorgan team had expected a significant bump in equity prices due to rebalancing back in March, a call that didn't quite come to pass, although global equities did stage a brief rally, registering a modest gain for the month, their only monthly gain so far this year.JPMorgan's strategists, particularly Panigirtzoglou and his colleague Marko Kolanovic, have been some of the most stridently bullish voices on Wall Street so far this year. But as noted above, other Wall Street strategists are much more bearish: for example, Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management, said in a note to clients published Monday that downward earnings revisions could cause stocks to shed another 5% to 10% of their value.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020700203,"gmtCreate":1652680536002,"gmtModify":1676535140304,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"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/9020700203","repostId":"2235127889","repostType":4,"repost":{"id":"2235127889","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":1652676429,"share":"https://ttm.financial/m/news/2235127889?lang=&edition=fundamental","pubTime":"2022-05-16 12:47","market":"us","language":"en","title":"Fed Hawkishness May Be Near Its Peak, Even if Inflation Isn't","url":"https://stock-news.laohu8.com/highlight/detail?id=2235127889","media":"Dow Jones","summary":"The April consumer price index and ongoing stock market turmoil captured much of investors' attention over the past week. They may be looking in the wrong places, at least when it comes to predicting ","content":"<html><head></head><body><p>The April consumer price index and ongoing stock market turmoil captured much of investors&#39; attention over the past week. They may be looking in the wrong places, at least when it comes to predicting the path of Federal Reserve policy.</p><p>One of the biggest questions investors have lately is whether the so-called Fed put -- the idea that the central bank will backstop financial markets and rescue investors from serious downturns -- is still alive. Many prognosticators say it is dead, because the Fed is so far behind the inflation curve that it has no choice but to tighten even if stocks crumble. The S&amp;P 500 is down about 14% from its January 2022 all-time high, a loss that is approaching the roughly 20% decline that prompted the Fed in January 2019 to stop shrinking its balance sheet. This time, quantitative tightening, or QT, hasn&#39;t even started, and central bankers sound increasingly hawkish, despite the carnage.</p><p>The Fed put probably still exists, if at a much lower strike price than investors have come to expect. The idea is that if stock prices fall far enough, the hit to household wealth would spill over into the broader economy. But while stocks matter, investors may be looking at the wrong market. It is pain in the credit market that will ultimately make the Fed relent, says Joe LaVorgna, chief economist for the Americas at Natixis, pointing in particular to the junkiest of junk bonds. That is where problems tend to originate, threatening a melt-up in the bond market that is akin to collapsing dominoes.</p><p>Relative to U.S. Treasuries, the yield on CCC-rated debt is widening quickly and substantially. That spread grew to about 10% this past week, the highest level since late 2020 and around levels where the Fed has previously eased monetary policy to counter slowing economic growth. LaVorgna pegs the strike price of the Fed put at a yield spread of 1,500 basis points, or 15%, between CCC-rated debt and the five-year U.S. Treasury note.</p><p>&#34;You can get there pretty quickly,&#34; he says, adding that the catalyst for such a move may come as early as next month, when the market has to absorb about $50 billion in extra Treasury and mortgage-backed securities supply as QT begins. &#34;We know it is coming,&#34; LaVorgna says. &#34;But when it actually comes, we need buyers other than the Fed, and that will suck liquidity out. No <a href=\"https://laohu8.com/S/AONE.U\">one</a> knows how to price for this.&#34;</p><p>The idea that the Fed could so quickly pivot flies in the face of recent Fedspeak. Consider Fed Chairman Jerome Powell&#39;s comments on Thursday that the one thing the Fed can&#39;t do is fail to restore price stability, even if it means economic pain. It also belies the latest inflation data. But investors interested in the weeds might find reason to wonder if the Fed already has a cover in the making that will allow it to more quickly shift its focus to weakening growth data.</p><p>First, the latest inflation data. The April CPI report wasn&#39;t good. Ahead of it, expectations ran high that the data would confirm what economists and strategists across Wall Street thought they already knew. But while headline CPI slowed a touch in April to an 8.3% pace from a year earlier, the report lacked evidence that inflation has really peaked, says Jefferies chief economist Aneta Markowska. Consider that the so-called base effect artificially pushed the year-over-year metric lower as a particularly high reading from a year ago fell out of the calculation, as well as the fact that the April decline in energy prices has reversed. Prices at the pump hit a record during the week, while diesel prices extended a streak of daily record highs.</p><p>All of that is before getting to the guts of the CPI report. Service-sector inflation is surging, undermining the conventional wisdom that inflation is mainly about supply-side issues that the Fed can&#39;t affect. Services inflation is rising beyond shelter prices, which represent a third of total CPI and won&#39;t slow soon, as rents lag behind still-rising home prices by about a year. What is more, CPI excluding food and energy doubled from a month earlier to rise a faster-than-expected 0.6% in April. Policy makers favor core measures, and Powell has suggested that month-over-month readings are more important than year-over-year levels as the Fed monitors price changes -- meaning the worst number in the April CPI report was the most important one.</p><p>The April producer price index, released a day after the CPI, didn&#39;t improve the picture. Wholesale prices rose 11% from a year earlier, a fifth consecutive double-digit increase and a sign that companies will continue to push higher prices through to consumers or eat them at their margins&#39; expense.</p><p>Here is where there is some hidden good news. Economists use the details of the CPI and PPI reports to predict the Fed&#39;s favored inflation metric, the core personal-consumption expenditures deflator. Put the latest inflation reports together and the core PCE probably rose at a much more benign pace last month (it is due out on May 27). Citi economist Veronica Clark points particularly to legislated cuts in Medicare payments to medical-services providers, which weighed on medical-services prices. She sees the core PCE rising 0.3% in April from March, matching the prior two gains, and 4.8% from a year earlier, down from a 5.2% pace a month earlier. Economists at Goldman Sachs estimate smaller, 0.2% and 4.7% monthly and annual rates of increase. The former would be the smallest gain since late 2020; the latter would mark the slowest pace this year.</p><p>There are problems focusing on the core PCE. It tends to run about a half-percentage point below the CPI, in part because of differences in how medical and housing costs are treated, and inflation already feels worse to many consumers and businesses than even the CPI shows. But for the purposes of predicting the path of monetary policy, it is the metric that counts most, and it is slowing faster than other inflation figures.</p><p>Consumers and businesses don&#39;t yet feel like price inflation has peaked. But a faster slowdown in the core PCE deflator alongside a brewing storm in the high-yield credit market mean that it&#39;s possible that Fed hawkishness has.</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>Fed Hawkishness May Be Near Its Peak, Even if Inflation Isn't</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Hawkishness May Be Near Its Peak, Even if Inflation Isn't\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\">2022-05-16 12:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The April consumer price index and ongoing stock market turmoil captured much of investors&#39; attention over the past week. They may be looking in the wrong places, at least when it comes to predicting the path of Federal Reserve policy.</p><p>One of the biggest questions investors have lately is whether the so-called Fed put -- the idea that the central bank will backstop financial markets and rescue investors from serious downturns -- is still alive. Many prognosticators say it is dead, because the Fed is so far behind the inflation curve that it has no choice but to tighten even if stocks crumble. The S&amp;P 500 is down about 14% from its January 2022 all-time high, a loss that is approaching the roughly 20% decline that prompted the Fed in January 2019 to stop shrinking its balance sheet. This time, quantitative tightening, or QT, hasn&#39;t even started, and central bankers sound increasingly hawkish, despite the carnage.</p><p>The Fed put probably still exists, if at a much lower strike price than investors have come to expect. The idea is that if stock prices fall far enough, the hit to household wealth would spill over into the broader economy. But while stocks matter, investors may be looking at the wrong market. It is pain in the credit market that will ultimately make the Fed relent, says Joe LaVorgna, chief economist for the Americas at Natixis, pointing in particular to the junkiest of junk bonds. That is where problems tend to originate, threatening a melt-up in the bond market that is akin to collapsing dominoes.</p><p>Relative to U.S. Treasuries, the yield on CCC-rated debt is widening quickly and substantially. That spread grew to about 10% this past week, the highest level since late 2020 and around levels where the Fed has previously eased monetary policy to counter slowing economic growth. LaVorgna pegs the strike price of the Fed put at a yield spread of 1,500 basis points, or 15%, between CCC-rated debt and the five-year U.S. Treasury note.</p><p>&#34;You can get there pretty quickly,&#34; he says, adding that the catalyst for such a move may come as early as next month, when the market has to absorb about $50 billion in extra Treasury and mortgage-backed securities supply as QT begins. &#34;We know it is coming,&#34; LaVorgna says. &#34;But when it actually comes, we need buyers other than the Fed, and that will suck liquidity out. No <a href=\"https://laohu8.com/S/AONE.U\">one</a> knows how to price for this.&#34;</p><p>The idea that the Fed could so quickly pivot flies in the face of recent Fedspeak. Consider Fed Chairman Jerome Powell&#39;s comments on Thursday that the one thing the Fed can&#39;t do is fail to restore price stability, even if it means economic pain. It also belies the latest inflation data. But investors interested in the weeds might find reason to wonder if the Fed already has a cover in the making that will allow it to more quickly shift its focus to weakening growth data.</p><p>First, the latest inflation data. The April CPI report wasn&#39;t good. Ahead of it, expectations ran high that the data would confirm what economists and strategists across Wall Street thought they already knew. But while headline CPI slowed a touch in April to an 8.3% pace from a year earlier, the report lacked evidence that inflation has really peaked, says Jefferies chief economist Aneta Markowska. Consider that the so-called base effect artificially pushed the year-over-year metric lower as a particularly high reading from a year ago fell out of the calculation, as well as the fact that the April decline in energy prices has reversed. Prices at the pump hit a record during the week, while diesel prices extended a streak of daily record highs.</p><p>All of that is before getting to the guts of the CPI report. Service-sector inflation is surging, undermining the conventional wisdom that inflation is mainly about supply-side issues that the Fed can&#39;t affect. Services inflation is rising beyond shelter prices, which represent a third of total CPI and won&#39;t slow soon, as rents lag behind still-rising home prices by about a year. What is more, CPI excluding food and energy doubled from a month earlier to rise a faster-than-expected 0.6% in April. Policy makers favor core measures, and Powell has suggested that month-over-month readings are more important than year-over-year levels as the Fed monitors price changes -- meaning the worst number in the April CPI report was the most important one.</p><p>The April producer price index, released a day after the CPI, didn&#39;t improve the picture. Wholesale prices rose 11% from a year earlier, a fifth consecutive double-digit increase and a sign that companies will continue to push higher prices through to consumers or eat them at their margins&#39; expense.</p><p>Here is where there is some hidden good news. Economists use the details of the CPI and PPI reports to predict the Fed&#39;s favored inflation metric, the core personal-consumption expenditures deflator. Put the latest inflation reports together and the core PCE probably rose at a much more benign pace last month (it is due out on May 27). Citi economist Veronica Clark points particularly to legislated cuts in Medicare payments to medical-services providers, which weighed on medical-services prices. She sees the core PCE rising 0.3% in April from March, matching the prior two gains, and 4.8% from a year earlier, down from a 5.2% pace a month earlier. Economists at Goldman Sachs estimate smaller, 0.2% and 4.7% monthly and annual rates of increase. The former would be the smallest gain since late 2020; the latter would mark the slowest pace this year.</p><p>There are problems focusing on the core PCE. It tends to run about a half-percentage point below the CPI, in part because of differences in how medical and housing costs are treated, and inflation already feels worse to many consumers and businesses than even the CPI shows. But for the purposes of predicting the path of monetary policy, it is the metric that counts most, and it is slowing faster than other inflation figures.</p><p>Consumers and businesses don&#39;t yet feel like price inflation has peaked. But a faster slowdown in the core PCE deflator alongside a brewing storm in the high-yield credit market mean that it&#39;s possible that Fed hawkishness has.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235127889","content_text":"The April consumer price index and ongoing stock market turmoil captured much of investors' attention over the past week. They may be looking in the wrong places, at least when it comes to predicting the path of Federal Reserve policy.One of the biggest questions investors have lately is whether the so-called Fed put -- the idea that the central bank will backstop financial markets and rescue investors from serious downturns -- is still alive. Many prognosticators say it is dead, because the Fed is so far behind the inflation curve that it has no choice but to tighten even if stocks crumble. The S&P 500 is down about 14% from its January 2022 all-time high, a loss that is approaching the roughly 20% decline that prompted the Fed in January 2019 to stop shrinking its balance sheet. This time, quantitative tightening, or QT, hasn't even started, and central bankers sound increasingly hawkish, despite the carnage.The Fed put probably still exists, if at a much lower strike price than investors have come to expect. The idea is that if stock prices fall far enough, the hit to household wealth would spill over into the broader economy. But while stocks matter, investors may be looking at the wrong market. It is pain in the credit market that will ultimately make the Fed relent, says Joe LaVorgna, chief economist for the Americas at Natixis, pointing in particular to the junkiest of junk bonds. That is where problems tend to originate, threatening a melt-up in the bond market that is akin to collapsing dominoes.Relative to U.S. Treasuries, the yield on CCC-rated debt is widening quickly and substantially. That spread grew to about 10% this past week, the highest level since late 2020 and around levels where the Fed has previously eased monetary policy to counter slowing economic growth. LaVorgna pegs the strike price of the Fed put at a yield spread of 1,500 basis points, or 15%, between CCC-rated debt and the five-year U.S. Treasury note.\"You can get there pretty quickly,\" he says, adding that the catalyst for such a move may come as early as next month, when the market has to absorb about $50 billion in extra Treasury and mortgage-backed securities supply as QT begins. \"We know it is coming,\" LaVorgna says. \"But when it actually comes, we need buyers other than the Fed, and that will suck liquidity out. No one knows how to price for this.\"The idea that the Fed could so quickly pivot flies in the face of recent Fedspeak. Consider Fed Chairman Jerome Powell's comments on Thursday that the one thing the Fed can't do is fail to restore price stability, even if it means economic pain. It also belies the latest inflation data. But investors interested in the weeds might find reason to wonder if the Fed already has a cover in the making that will allow it to more quickly shift its focus to weakening growth data.First, the latest inflation data. The April CPI report wasn't good. Ahead of it, expectations ran high that the data would confirm what economists and strategists across Wall Street thought they already knew. But while headline CPI slowed a touch in April to an 8.3% pace from a year earlier, the report lacked evidence that inflation has really peaked, says Jefferies chief economist Aneta Markowska. Consider that the so-called base effect artificially pushed the year-over-year metric lower as a particularly high reading from a year ago fell out of the calculation, as well as the fact that the April decline in energy prices has reversed. Prices at the pump hit a record during the week, while diesel prices extended a streak of daily record highs.All of that is before getting to the guts of the CPI report. Service-sector inflation is surging, undermining the conventional wisdom that inflation is mainly about supply-side issues that the Fed can't affect. Services inflation is rising beyond shelter prices, which represent a third of total CPI and won't slow soon, as rents lag behind still-rising home prices by about a year. What is more, CPI excluding food and energy doubled from a month earlier to rise a faster-than-expected 0.6% in April. Policy makers favor core measures, and Powell has suggested that month-over-month readings are more important than year-over-year levels as the Fed monitors price changes -- meaning the worst number in the April CPI report was the most important one.The April producer price index, released a day after the CPI, didn't improve the picture. Wholesale prices rose 11% from a year earlier, a fifth consecutive double-digit increase and a sign that companies will continue to push higher prices through to consumers or eat them at their margins' expense.Here is where there is some hidden good news. Economists use the details of the CPI and PPI reports to predict the Fed's favored inflation metric, the core personal-consumption expenditures deflator. Put the latest inflation reports together and the core PCE probably rose at a much more benign pace last month (it is due out on May 27). Citi economist Veronica Clark points particularly to legislated cuts in Medicare payments to medical-services providers, which weighed on medical-services prices. She sees the core PCE rising 0.3% in April from March, matching the prior two gains, and 4.8% from a year earlier, down from a 5.2% pace a month earlier. Economists at Goldman Sachs estimate smaller, 0.2% and 4.7% monthly and annual rates of increase. The former would be the smallest gain since late 2020; the latter would mark the slowest pace this year.There are problems focusing on the core PCE. It tends to run about a half-percentage point below the CPI, in part because of differences in how medical and housing costs are treated, and inflation already feels worse to many consumers and businesses than even the CPI shows. But for the purposes of predicting the path of monetary policy, it is the metric that counts most, and it is slowing faster than other inflation figures.Consumers and businesses don't yet feel like price inflation has peaked. But a faster slowdown in the core PCE deflator alongside a brewing storm in the high-yield credit market mean that it's possible that Fed hawkishness has.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020700600,"gmtCreate":1652680521700,"gmtModify":1676535140312,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020700600","repostId":"2235127889","repostType":4,"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020871387,"gmtCreate":1652617439949,"gmtModify":1676535129429,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020871387","repostId":"2235487417","repostType":4,"repost":{"id":"2235487417","pubTimestamp":1652578909,"share":"https://ttm.financial/m/news/2235487417?lang=&edition=fundamental","pubTime":"2022-05-15 09:41","market":"us","language":"en","title":"Is The U.S. Economy Heading Into A Recession?","url":"https://stock-news.laohu8.com/highlight/detail?id=2235487417","media":"seekingalpha","summary":"The Fed takes a potentially aggressive path in an effort to tame inflation. Investors fear a recessi","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/3bc5d75faa18c73540fd4de9e54162dd\" tg-width=\"750\" tg-height=\"498\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The Fed takes a potentially aggressive path in an effort to tame inflation. Investors fear a recession may be on the horizon.</p><p><b>The Fed</b><b> Gets Real About Inflation</b></p><p>For the last two years, inflation has been a bogeyman for the markets — higher and stickier than expected. To combat higher than expected inflation, the Fed has been telegraphing an aggressive position on hiking the fed funds rate. Markets are now expecting nine hikes, bringing the central bank’s overnight rate to 2.00%–2.25% by the end of 2022.</p><p><b>Recession Fears On The Rise</b></p><p>Recession fears became headline news when the yield on the 2-year Treasuries briefly rose above the yield on the 10-year Treasuries. Historically, some yield curve inversions have presaged a recession.</p><p>But a single yield curve inversion on its own is an imperfect recession predictor: an inversion may precede a recession, but not all inversions culminate in a recession. Taking a broader look at the economy, we believe that although the fundamentals remain strong — particularly the labor market — there’s an expanding list of risks to growth, including the ending of fiscal and monetary stimulus, sanctions on Russia and the war in Ukraine.</p><p>With this increased concern about recession, it’s important to recognize that not all recessions are the same. They have different drivers, which can impact their duration and severity.</p><p></p><p><img src=\"https://static.tigerbbs.com/fe75a068a923482f18ea951209f1218e\" tg-width=\"1280\" tg-height=\"549\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p></p><p>In the current environment, calibrating monetary policy precisely enough to slow growth but not to cause a downturn is a significant challenge for central banks given the relatively blunt tools at their disposal. Investors may be concerned that policymakers are playing catch-up and may end up tightening interest rates well above what the economy can handle.</p><p><b>Risk Assets Can Still Do Well, Even When The Yield Curve Is Correct</b></p><p>We’ve looked at how stocks tend to perform in the period between yield curve inversions and the start of a recession (when it has occurred). And while there are only a limited number of periods to consider, we found that frequently equities rise, and sometimes quite strongly.</p><p></p><p><img src=\"https://static.tigerbbs.com/3622db42e9c19dca701a97e6c37b9d7c\" tg-width=\"1280\" tg-height=\"704\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p></p><p><b>Bottom Line: Charting The Course From Here</b></p><p>Given the macroeconomic headwinds, we expect growth to slow to “near trend” levels this year from the very high growth rate in 2021. In fact, first quarter GDP numbers released in late April showed an unexpected decline of 1.4%, but this was mostly due to technical factors and not necessarily recessionary. Underlying trend growth, as measured by private domestic demand, was solid and still above trend. But in the coming quarters, rising rates and declining real incomes could take a bite out of consumer spending and result in further slowdown. Our base case is that we avoid recession, but the risks are rising.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is The U.S. Economy Heading Into A Recession?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs The U.S. Economy Heading Into A Recession?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-15 09:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4511592-is-the-us-economy-heading-into-a-recession><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Fed takes a potentially aggressive path in an effort to tame inflation. Investors fear a recession may be on the horizon.The Fed Gets Real About InflationFor the last two years, inflation has been...</p>\n\n<a href=\"https://seekingalpha.com/article/4511592-is-the-us-economy-heading-into-a-recession\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4139":"生物科技","VIRI":"Virios Therapeutics, LLC"},"source_url":"https://seekingalpha.com/article/4511592-is-the-us-economy-heading-into-a-recession","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2235487417","content_text":"The Fed takes a potentially aggressive path in an effort to tame inflation. Investors fear a recession may be on the horizon.The Fed Gets Real About InflationFor the last two years, inflation has been a bogeyman for the markets — higher and stickier than expected. To combat higher than expected inflation, the Fed has been telegraphing an aggressive position on hiking the fed funds rate. Markets are now expecting nine hikes, bringing the central bank’s overnight rate to 2.00%–2.25% by the end of 2022.Recession Fears On The RiseRecession fears became headline news when the yield on the 2-year Treasuries briefly rose above the yield on the 10-year Treasuries. Historically, some yield curve inversions have presaged a recession.But a single yield curve inversion on its own is an imperfect recession predictor: an inversion may precede a recession, but not all inversions culminate in a recession. Taking a broader look at the economy, we believe that although the fundamentals remain strong — particularly the labor market — there’s an expanding list of risks to growth, including the ending of fiscal and monetary stimulus, sanctions on Russia and the war in Ukraine.With this increased concern about recession, it’s important to recognize that not all recessions are the same. They have different drivers, which can impact their duration and severity.In the current environment, calibrating monetary policy precisely enough to slow growth but not to cause a downturn is a significant challenge for central banks given the relatively blunt tools at their disposal. Investors may be concerned that policymakers are playing catch-up and may end up tightening interest rates well above what the economy can handle.Risk Assets Can Still Do Well, Even When The Yield Curve Is CorrectWe’ve looked at how stocks tend to perform in the period between yield curve inversions and the start of a recession (when it has occurred). And while there are only a limited number of periods to consider, we found that frequently equities rise, and sometimes quite strongly.Bottom Line: Charting The Course From HereGiven the macroeconomic headwinds, we expect growth to slow to “near trend” levels this year from the very high growth rate in 2021. In fact, first quarter GDP numbers released in late April showed an unexpected decline of 1.4%, but this was mostly due to technical factors and not necessarily recessionary. Underlying trend growth, as measured by private domestic demand, was solid and still above trend. But in the coming quarters, rising rates and declining real incomes could take a bite out of consumer spending and result in further slowdown. Our base case is that we avoid recession, but the risks are rising.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066175740,"gmtCreate":1651882248280,"gmtModify":1676534988774,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066175740","repostId":"2233533716","repostType":4,"repost":{"id":"2233533716","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":1651847890,"share":"https://ttm.financial/m/news/2233533716?lang=&edition=fundamental","pubTime":"2022-05-06 22:38","market":"us","language":"en","title":"Peloton Explores Stake Sale as It Attempts Turnaround","url":"https://stock-news.laohu8.com/highlight/detail?id=2233533716","media":"Dow Jones","summary":"Pelton Interactive is considering the sale of a sizeable minority stake in the company as it seeks t","content":"<html><head></head><body><p>Pelton Interactive is considering the sale of a sizeable minority stake in the company as it seeks to turnaround its performance and reverse a decline in its share price.</p><p>The connected fitness company is sounding out potential investors including industry players and private-equity firms that could buy a stake of around 15% to 20%, The Wall Street Journal reported on Thursday, citing people familiar with the matter.</p><p>Talks are at an early stage and there is no certainty Peloton (ticker: PTON) will find a willing buyer or agree to a deal, the report said.</p><p>Peloton did not immediately respond to a Barron&#39;s request for comment.</p><p>Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> is among other potential buyers who have explored a full takeover of Peloton, the Journal reported in February.</p><p>Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> would be a better fit for Peloton than either Amazon or Nike, <a href=\"https://laohu8.com/S/NKE\">$(NKE)$</a>, according to UBS analyst Arpine Kocharyan, who said Peloton could help drive Apple&#39;s services segment and help with customer retention.</p><p>Peloton&#39;s stock soared during the first year of the Covid-pandemic as people bought its bikes and treadmills during government lockdowns. But the company&#39;s shares have have fallen by almost 80% over the past year as gyms have re-opened and competition has increased.</p><p>Shares of Peloton&#39;s were down 10% in morning trading on Friday.</p><p><img src=\"https://static.tigerbbs.com/a2e6e1a912e9aab54c65e403c147cc2e\" tg-width=\"827\" tg-height=\"654\" 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>Peloton Explores Stake Sale as It Attempts Turnaround</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\">\nPeloton Explores Stake Sale as It Attempts Turnaround\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\">2022-05-06 22:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Pelton Interactive is considering the sale of a sizeable minority stake in the company as it seeks to turnaround its performance and reverse a decline in its share price.</p><p>The connected fitness company is sounding out potential investors including industry players and private-equity firms that could buy a stake of around 15% to 20%, The Wall Street Journal reported on Thursday, citing people familiar with the matter.</p><p>Talks are at an early stage and there is no certainty Peloton (ticker: PTON) will find a willing buyer or agree to a deal, the report said.</p><p>Peloton did not immediately respond to a Barron&#39;s request for comment.</p><p>Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> is among other potential buyers who have explored a full takeover of Peloton, the Journal reported in February.</p><p>Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> would be a better fit for Peloton than either Amazon or Nike, <a href=\"https://laohu8.com/S/NKE\">$(NKE)$</a>, according to UBS analyst Arpine Kocharyan, who said Peloton could help drive Apple&#39;s services segment and help with customer retention.</p><p>Peloton&#39;s stock soared during the first year of the Covid-pandemic as people bought its bikes and treadmills during government lockdowns. But the company&#39;s shares have have fallen by almost 80% over the past year as gyms have re-opened and competition has increased.</p><p>Shares of Peloton&#39;s were down 10% in morning trading on Friday.</p><p><img src=\"https://static.tigerbbs.com/a2e6e1a912e9aab54c65e403c147cc2e\" tg-width=\"827\" tg-height=\"654\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4558":"双十一","BK4566":"资本集团","BK4524":"宅经济概念","AAPL":"苹果","BK4535":"淡马锡持仓","BK4575":"芯片概念","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","NKE":"耐克","BK4122":"互联网与直销零售","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4146":"鞋类","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233533716","content_text":"Pelton Interactive is considering the sale of a sizeable minority stake in the company as it seeks to turnaround its performance and reverse a decline in its share price.The connected fitness company is sounding out potential investors including industry players and private-equity firms that could buy a stake of around 15% to 20%, The Wall Street Journal reported on Thursday, citing people familiar with the matter.Talks are at an early stage and there is no certainty Peloton (ticker: PTON) will find a willing buyer or agree to a deal, the report said.Peloton did not immediately respond to a Barron's request for comment.Amazon $(AMZN)$ is among other potential buyers who have explored a full takeover of Peloton, the Journal reported in February.Apple $(AAPL)$ would be a better fit for Peloton than either Amazon or Nike, $(NKE)$, according to UBS analyst Arpine Kocharyan, who said Peloton could help drive Apple's services segment and help with customer retention.Peloton's stock soared during the first year of the Covid-pandemic as people bought its bikes and treadmills during government lockdowns. But the company's shares have have fallen by almost 80% over the past year as gyms have re-opened and competition has increased.Shares of Peloton's were down 10% in morning trading on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061816594,"gmtCreate":1651611934232,"gmtModify":1676534933422,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061816594","repostId":"2232305878","repostType":4,"repost":{"id":"2232305878","pubTimestamp":1651584358,"share":"https://ttm.financial/m/news/2232305878?lang=&edition=fundamental","pubTime":"2022-05-03 21:25","market":"us","language":"en","title":"Sesen Bio Gains 16% on Plans to Explore Strategic Options Including a Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2232305878","media":"seekingalpha","summary":"JuSun/iStock via Getty ImagesThe shares of Sesen Bio (NASDAQ:SESN) have added 16% in the pre-market ","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f4133d165fd1a3872dd4415261977beb\" tg-width=\"750\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>JuSun/iStock via Getty Images</p><p></p><p>The shares of Sesen Bio (NASDAQ:SESN) have added 16% in the pre-market Tuesday after the clinical-stage biotech disclosed it started a review of strategic alternatives that will include a sale of the company.</p><p><img src=\"https://static.tigerbbs.com/b5783201e2cd8e136a3caa6ee0710d7c\" tg-width=\"868\" tg-height=\"646\" width=\"100%\" height=\"auto\"/></p><p>“Our strong cash position provides us the opportunity to carefully consider a wide range of potential strategic alternatives designed to maximize shareholder value,” Chief Executive Thomas Cannell said.</p><p>In addition to an outright sale, the review will include a merger, acquisition, divestiture, or a strategic partnership, the company said, adding that the decision was taken to maximize the shareholder value.</p><p>Until a deal is finalized, Sesen Bio (SESN) plans to continue its ongoing development efforts, including the studies for its lead asset Vicineum in the treatment of non-muscle-invasive bladder cancer. “We plan to request a meeting with the FDA in the coming weeks to align on the remaining outstanding items related to an additional Phase 3 clinical trial,” Cannell added.</p><p>As of March 31, the company reported $169.8 million of cash and cash equivalents with no outstanding debt. The preliminary results are slightly higher than the $162.6 million of cash and cash equivalents reported by Sesen Bio (SESN) at the 2021 year-end.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sesen Bio Gains 16% on Plans to Explore Strategic Options Including a Sale</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\">\nSesen Bio Gains 16% on Plans to Explore Strategic Options Including a Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 21:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3830974-sesn-stock-gains-as-company-plans-a-sale><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JuSun/iStock via Getty ImagesThe shares of Sesen Bio (NASDAQ:SESN) have added 16% in the pre-market Tuesday after the clinical-stage biotech disclosed it started a review of strategic alternatives ...</p>\n\n<a href=\"https://seekingalpha.com/news/3830974-sesn-stock-gains-as-company-plans-a-sale\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4139":"生物科技"},"source_url":"https://seekingalpha.com/news/3830974-sesn-stock-gains-as-company-plans-a-sale","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2232305878","content_text":"JuSun/iStock via Getty ImagesThe shares of Sesen Bio (NASDAQ:SESN) have added 16% in the pre-market Tuesday after the clinical-stage biotech disclosed it started a review of strategic alternatives that will include a sale of the company.“Our strong cash position provides us the opportunity to carefully consider a wide range of potential strategic alternatives designed to maximize shareholder value,” Chief Executive Thomas Cannell said.In addition to an outright sale, the review will include a merger, acquisition, divestiture, or a strategic partnership, the company said, adding that the decision was taken to maximize the shareholder value.Until a deal is finalized, Sesen Bio (SESN) plans to continue its ongoing development efforts, including the studies for its lead asset Vicineum in the treatment of non-muscle-invasive bladder cancer. “We plan to request a meeting with the FDA in the coming weeks to align on the remaining outstanding items related to an additional Phase 3 clinical trial,” Cannell added.As of March 31, the company reported $169.8 million of cash and cash equivalents with no outstanding debt. The preliminary results are slightly higher than the $162.6 million of cash and cash equivalents reported by Sesen Bio (SESN) at the 2021 year-end.","news_type":1},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061398181,"gmtCreate":1651562385404,"gmtModify":1676534927659,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061398181","repostId":"1123693606","repostType":4,"repost":{"id":"1123693606","pubTimestamp":1651560195,"share":"https://ttm.financial/m/news/1123693606?lang=&edition=fundamental","pubTime":"2022-05-03 14:43","market":"us","language":"en","title":"Stellantis to Buy Mercedes and BMW’s Car-Sharing Joint Venture","url":"https://stock-news.laohu8.com/highlight/detail?id=1123693606","media":"Bloomberg","summary":"Stellantis NV will acquire the Share Now car-sharing joint venture formed by BMW AG and Mercedes-Ben","content":"<html><head></head><body><p>Stellantis NV will acquire the Share Now car-sharing joint venture formed by BMW AG and Mercedes-Benz AG, a move aimed at tapping new revenue streams.</p><p>The company said Tuesday its Free2Move mobility service brand would acquire Share Now, without naming a price. Share Now, the European market leader, allows customers to use smartphones for short-term rentals of cars including Minis or Mercedes-Benz A-Class vehicles in cities.</p><p>The sale marks another step in reshaping mobility offerings for BMW AG and Mercedes-Benz AG. The pair combined their respective services in 2018 to take on providers like Uber Technologies Inc. and save costs.</p><p>Free2Move offers app-based parking, leasing and rental services to its around 2 million customers. Share Now provides so-called free-floating car sharing services in 16 European cities and has around 3.4 million customers.</p><p>Over the next decade, Stellantis intends to expand Free2move’s presence worldwide, growing it to 15 million active users and achieve net revenues of 2.8 billion euros ($2.94 billion).</p><p>The targets come a little over a year after the mega-merger between Fiat Chrysler and PSA Group to form a sprawling manufacturer across 14 brands with nameplates like Jeep, Ram and Fiat to add scale in the EV and autonomous driving shift.</p><p>The plan forms part of a goal to maintain double-digit returns through the end of the decade by cutting costs and deriving extra revenue from new services as the automaker shifts toward electric vehicles.</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>Stellantis to Buy Mercedes and BMW’s Car-Sharing Joint Venture</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\">\nStellantis to Buy Mercedes and BMW’s Car-Sharing Joint Venture\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-03 14:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-05-03/stellantis-to-buy-mercedes-and-bmw-s-car-sharing-joint-venture?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stellantis NV will acquire the Share Now car-sharing joint venture formed by BMW AG and Mercedes-Benz AG, a move aimed at tapping new revenue streams.The company said Tuesday its Free2Move mobility ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-05-03/stellantis-to-buy-mercedes-and-bmw-s-car-sharing-joint-venture?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STLA":"Stellantis NV"},"source_url":"https://www.bloomberg.com/news/articles/2022-05-03/stellantis-to-buy-mercedes-and-bmw-s-car-sharing-joint-venture?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123693606","content_text":"Stellantis NV will acquire the Share Now car-sharing joint venture formed by BMW AG and Mercedes-Benz AG, a move aimed at tapping new revenue streams.The company said Tuesday its Free2Move mobility service brand would acquire Share Now, without naming a price. Share Now, the European market leader, allows customers to use smartphones for short-term rentals of cars including Minis or Mercedes-Benz A-Class vehicles in cities.The sale marks another step in reshaping mobility offerings for BMW AG and Mercedes-Benz AG. The pair combined their respective services in 2018 to take on providers like Uber Technologies Inc. and save costs.Free2Move offers app-based parking, leasing and rental services to its around 2 million customers. Share Now provides so-called free-floating car sharing services in 16 European cities and has around 3.4 million customers.Over the next decade, Stellantis intends to expand Free2move’s presence worldwide, growing it to 15 million active users and achieve net revenues of 2.8 billion euros ($2.94 billion).The targets come a little over a year after the mega-merger between Fiat Chrysler and PSA Group to form a sprawling manufacturer across 14 brands with nameplates like Jeep, Ram and Fiat to add scale in the EV and autonomous driving shift.The plan forms part of a goal to maintain double-digit returns through the end of the decade by cutting costs and deriving extra revenue from new services as the automaker shifts toward electric vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063588751,"gmtCreate":1651493873208,"gmtModify":1676534915631,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"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/9063588751","repostId":"1104708452","repostType":4,"repost":{"id":"1104708452","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":1651492325,"share":"https://ttm.financial/m/news/1104708452?lang=&edition=fundamental","pubTime":"2022-05-02 19:52","market":"us","language":"en","title":"Pre-Bell｜Activision Jumped 2.7%; Bilibili Slid 4.2% after Jefferies Cut Its Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1104708452","media":"Tiger Newspress","summary":"At 07:48 a.m. ET, Dow e-minis were up 3 points, or 0.01%, S&P 500 e-minis were down 6.5 points, or 0.16%, and Nasdaq 100 e-minis were down 28.25 points, or 0.22%.Pre-Market MoversActivision Blizzard(A","content":"<html><head></head><body><p>At 07:48 a.m. ET, Dow e-minis were up 3 points, or 0.01%, S&amp;P 500 e-minis were down 6.5 points, or 0.16%, and Nasdaq 100 e-minis were down 28.25 points, or 0.22%.<img src=\"https://static.tigerbbs.com/793bcfd2145a552a5225c566bb814656\" tg-width=\"393\" tg-height=\"182\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p>Activision Blizzard(ATVI) – Activision shares jumped 2.7% in premarket trading after Warren Buffett toldthe Berkshire annual meetingthat the company hadincreased its stakein the videogame maker.</p><p>Bilibili(BILI) – The China-based online gaming company’s stock slid 4.2% in the premarket after Jefferies cut its price target to $51.30 from $61.50 per share, citing Bilibili’s recent cut in its revenue outlook due to the resurgence of Covid cases in China.</p><p>Moody’s(MCO) – The credit ratings company missed estimates by a penny a share, with quarterly profit of $2.89 per share. Revenue was slightly above analysts’ projections. Moody’s also cut its full-year revenue outlook due to its expectation of continued market volatility, and the stock fell 3.6% in the premarket.</p><p>Global Payments(GPN) – The payments technology company reported quarterly profit of $2.07 per share, beating estimates by 3 cents a share. Revenue also topped analysts’ forecasts. The company also said it is making progress with a strategic review of its Netspend consumer business.</p><p>Berkshire Hathaway(BRK.B) – Berkshireposted a mixed quarter, with first-quarter earnings beating estimates as revenue fell short of Wall Street forecasts. Earnings were down from a year ago due to stock market turbulence and an increase in insurance claims.</p><p>HSBC(HSBC) – HSBC is under pressure from its largest shareholder — China-based insurance company Ping An – to break itself up, according to a source familiar with the matter who spoke to Reuters. Ping An is said to have presented its breakup plan to the bank’s board of directors.</p><p>Moderna(MRNA) – Moderna said its Covid-19vaccine for children under 6 years oldwill be ready for review by a Food and Drug Administration panel when it meets in June. Moderna applied for emergency use authorization for the treatment last week.</p><p>China EV Makers –Li Auto(LI) andNio(NIO) both reported a drop in April deliveries compared to a year ago, saying production took a hit from the resurgence of Covid in China. RivalXpeng(XPEV), however, reported an increase in deliveries compared to April 2021. Li Auto fell 1.7% in the premarket while Nio lost 2%.</p><h2><b>Market News</b></h2><h3>Apple Hit with EU Antitrust Charge over Its Payment Technology</h3><p>EU antitrust regulators charged Apple on Monday with restricting rivals&#39; access to its NFC chip technology in a move that could result in a hefty fine for the iPhone maker and force it to open its mobile payment system to competitors.</p><h3>Global Semiconductor Sales in March up 1.1% M/M; Q1 Sales up 23% Y/Y</h3><p>Global semiconductor sales rose 1.1% M/M in March to $50.6B, according to new data from the Semiconductor Industry Association.</p><p>Q1 sales totaled $151.7B, an increase of 23.0% over the first quarter of 2021, but 0.5% less than the fourth quarter of 2021.</p><p>SIA represents 99% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.</p><h3>MGM Resorts Offers to Buy Sweden&#39;s Leovegas for $607 Mln</h3><p>MGM Resorts International on Monday offered to acquire Swedish online gaming company LeoVegas AB for about $607 million, paving the way for the U.S. casino operator to expand its presence in Europe.</p><p>MGM floated a recommended public tender offer for 61 crowns ($6.20) in cash per share, which represents a 44.2% premium to LeoVegas&#39; last closing price of 42.32 crowns.</p><h3>All Blue Capital in $773 Million Bid for Zymeworks</h3><p>Investment firm All Blue Capital has approached Zymeworks Inc, a developer of antibody therapies for cancer, with a $773 million acquisition offer.</p><p>In a regulatory filing late on Thursday, All Blue said it had made a non-binding offer for $10.50 per share in cash, which represents a 116% premium to Wednesday&#39;s closing price of $4.86.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜Activision Jumped 2.7%; Bilibili Slid 4.2% after Jefferies Cut Its Price Target</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜Activision Jumped 2.7%; Bilibili Slid 4.2% after Jefferies Cut Its Price Target\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\">2022-05-02 19:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>At 07:48 a.m. ET, Dow e-minis were up 3 points, or 0.01%, S&amp;P 500 e-minis were down 6.5 points, or 0.16%, and Nasdaq 100 e-minis were down 28.25 points, or 0.22%.<img src=\"https://static.tigerbbs.com/793bcfd2145a552a5225c566bb814656\" tg-width=\"393\" tg-height=\"182\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p>Activision Blizzard(ATVI) – Activision shares jumped 2.7% in premarket trading after Warren Buffett toldthe Berkshire annual meetingthat the company hadincreased its stakein the videogame maker.</p><p>Bilibili(BILI) – The China-based online gaming company’s stock slid 4.2% in the premarket after Jefferies cut its price target to $51.30 from $61.50 per share, citing Bilibili’s recent cut in its revenue outlook due to the resurgence of Covid cases in China.</p><p>Moody’s(MCO) – The credit ratings company missed estimates by a penny a share, with quarterly profit of $2.89 per share. Revenue was slightly above analysts’ projections. Moody’s also cut its full-year revenue outlook due to its expectation of continued market volatility, and the stock fell 3.6% in the premarket.</p><p>Global Payments(GPN) – The payments technology company reported quarterly profit of $2.07 per share, beating estimates by 3 cents a share. Revenue also topped analysts’ forecasts. The company also said it is making progress with a strategic review of its Netspend consumer business.</p><p>Berkshire Hathaway(BRK.B) – Berkshireposted a mixed quarter, with first-quarter earnings beating estimates as revenue fell short of Wall Street forecasts. Earnings were down from a year ago due to stock market turbulence and an increase in insurance claims.</p><p>HSBC(HSBC) – HSBC is under pressure from its largest shareholder — China-based insurance company Ping An – to break itself up, according to a source familiar with the matter who spoke to Reuters. Ping An is said to have presented its breakup plan to the bank’s board of directors.</p><p>Moderna(MRNA) – Moderna said its Covid-19vaccine for children under 6 years oldwill be ready for review by a Food and Drug Administration panel when it meets in June. Moderna applied for emergency use authorization for the treatment last week.</p><p>China EV Makers –Li Auto(LI) andNio(NIO) both reported a drop in April deliveries compared to a year ago, saying production took a hit from the resurgence of Covid in China. RivalXpeng(XPEV), however, reported an increase in deliveries compared to April 2021. Li Auto fell 1.7% in the premarket while Nio lost 2%.</p><h2><b>Market News</b></h2><h3>Apple Hit with EU Antitrust Charge over Its Payment Technology</h3><p>EU antitrust regulators charged Apple on Monday with restricting rivals&#39; access to its NFC chip technology in a move that could result in a hefty fine for the iPhone maker and force it to open its mobile payment system to competitors.</p><h3>Global Semiconductor Sales in March up 1.1% M/M; Q1 Sales up 23% Y/Y</h3><p>Global semiconductor sales rose 1.1% M/M in March to $50.6B, according to new data from the Semiconductor Industry Association.</p><p>Q1 sales totaled $151.7B, an increase of 23.0% over the first quarter of 2021, but 0.5% less than the fourth quarter of 2021.</p><p>SIA represents 99% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.</p><h3>MGM Resorts Offers to Buy Sweden&#39;s Leovegas for $607 Mln</h3><p>MGM Resorts International on Monday offered to acquire Swedish online gaming company LeoVegas AB for about $607 million, paving the way for the U.S. casino operator to expand its presence in Europe.</p><p>MGM floated a recommended public tender offer for 61 crowns ($6.20) in cash per share, which represents a 44.2% premium to LeoVegas&#39; last closing price of 42.32 crowns.</p><h3>All Blue Capital in $773 Million Bid for Zymeworks</h3><p>Investment firm All Blue Capital has approached Zymeworks Inc, a developer of antibody therapies for cancer, with a $773 million acquisition offer.</p><p>In a regulatory filing late on Thursday, All Blue said it had made a non-binding offer for $10.50 per share in cash, which represents a 116% premium to Wednesday&#39;s closing price of $4.86.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104708452","content_text":"At 07:48 a.m. ET, Dow e-minis were up 3 points, or 0.01%, S&P 500 e-minis were down 6.5 points, or 0.16%, and Nasdaq 100 e-minis were down 28.25 points, or 0.22%.Pre-Market MoversActivision Blizzard(ATVI) – Activision shares jumped 2.7% in premarket trading after Warren Buffett toldthe Berkshire annual meetingthat the company hadincreased its stakein the videogame maker.Bilibili(BILI) – The China-based online gaming company’s stock slid 4.2% in the premarket after Jefferies cut its price target to $51.30 from $61.50 per share, citing Bilibili’s recent cut in its revenue outlook due to the resurgence of Covid cases in China.Moody’s(MCO) – The credit ratings company missed estimates by a penny a share, with quarterly profit of $2.89 per share. Revenue was slightly above analysts’ projections. Moody’s also cut its full-year revenue outlook due to its expectation of continued market volatility, and the stock fell 3.6% in the premarket.Global Payments(GPN) – The payments technology company reported quarterly profit of $2.07 per share, beating estimates by 3 cents a share. Revenue also topped analysts’ forecasts. The company also said it is making progress with a strategic review of its Netspend consumer business.Berkshire Hathaway(BRK.B) – Berkshireposted a mixed quarter, with first-quarter earnings beating estimates as revenue fell short of Wall Street forecasts. Earnings were down from a year ago due to stock market turbulence and an increase in insurance claims.HSBC(HSBC) – HSBC is under pressure from its largest shareholder — China-based insurance company Ping An – to break itself up, according to a source familiar with the matter who spoke to Reuters. Ping An is said to have presented its breakup plan to the bank’s board of directors.Moderna(MRNA) – Moderna said its Covid-19vaccine for children under 6 years oldwill be ready for review by a Food and Drug Administration panel when it meets in June. Moderna applied for emergency use authorization for the treatment last week.China EV Makers –Li Auto(LI) andNio(NIO) both reported a drop in April deliveries compared to a year ago, saying production took a hit from the resurgence of Covid in China. RivalXpeng(XPEV), however, reported an increase in deliveries compared to April 2021. Li Auto fell 1.7% in the premarket while Nio lost 2%.Market NewsApple Hit with EU Antitrust Charge over Its Payment TechnologyEU antitrust regulators charged Apple on Monday with restricting rivals' access to its NFC chip technology in a move that could result in a hefty fine for the iPhone maker and force it to open its mobile payment system to competitors.Global Semiconductor Sales in March up 1.1% M/M; Q1 Sales up 23% Y/YGlobal semiconductor sales rose 1.1% M/M in March to $50.6B, according to new data from the Semiconductor Industry Association.Q1 sales totaled $151.7B, an increase of 23.0% over the first quarter of 2021, but 0.5% less than the fourth quarter of 2021.SIA represents 99% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.MGM Resorts Offers to Buy Sweden's Leovegas for $607 MlnMGM Resorts International on Monday offered to acquire Swedish online gaming company LeoVegas AB for about $607 million, paving the way for the U.S. casino operator to expand its presence in Europe.MGM floated a recommended public tender offer for 61 crowns ($6.20) in cash per share, which represents a 44.2% premium to LeoVegas' last closing price of 42.32 crowns.All Blue Capital in $773 Million Bid for ZymeworksInvestment firm All Blue Capital has approached Zymeworks Inc, a developer of antibody therapies for cancer, with a $773 million acquisition offer.In a regulatory filing late on Thursday, All Blue said it had made a non-binding offer for $10.50 per share in cash, which represents a 116% premium to Wednesday's closing price of $4.86.","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069451098,"gmtCreate":1651354556761,"gmtModify":1676534892317,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069451098","repostId":"1124633130","repostType":4,"repost":{"id":"1124633130","pubTimestamp":1651321393,"share":"https://ttm.financial/m/news/1124633130?lang=&edition=fundamental","pubTime":"2022-04-30 20:23","market":"us","language":"en","title":"Berkshire Hathaway Earnings Fall on Investment Losses","url":"https://stock-news.laohu8.com/highlight/detail?id=1124633130","media":"The Wall Street Journal","summary":"Warren Buffett will speak later Saturday at the conglomerate’s first in-person annual meeting since 2019","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway Inc.</a>&#39;s first-quarter earnings fell, hurt by investment losses and weaker results in its insurance-underwriting business.</p><p>Warren Buffett’s company reported net income of $5.46 billion, or $3,702 a Class A share equivalent. That was down from $11.71 billion, or $7,638 a share, a year earlier. Operating earnings, which exclude some investment results, edged up to $7.04 billion from $7.02 billion last year.</p><p>Berkshire’s insurance-underwriting business reported a decrease in operating profits, while its railroad; utilities and energy; and manufacturing, service and retailing businesses posted growth.</p><p>Berkshire’s net income can be volatile from quarter to quarter because the company has large stock investments, and it is required to include unrealized investment gains or losses in the figure. Mr. Buffett, who is Berkshire’s chief executive and chairman, has said he thinks operating earnings are a better measure of how the company is performing.</p><p>Investors curious to hear what Berkshire will do next will get a chance to hear from Mr. Buffett himself later Saturday. The 91-year-old investor—alongside right-hand man Charlie Munger and Vice Chairmen Greg Abel and Ajit Jain—will speak at Berkshire’s first in-person annual shareholder meeting since 2019.</p><p>Based in Omaha, Neb., Berkshire runs a large insurance operation, as well as a railroad, utilities, manufacturers and retailers. Many of its holdings are household names, such as Fruit of the Loom, Geico, Dairy Queen and Benjamin Moore &amp; Co.</p><p>Berkshire also has a massive equity portfolio, which was worth $331 billion at the end of 2021. The company uses billions of dollars of float, or upfront premiums that its insurance customers pay, to make investments for its own gain.</p><p>While most shareholder meetings pass by without much notice, Berkshire’s has been lovingly dubbed the “Woodstock for Capitalists” given its unusually high turnout, festival-like atmosphere and plethora of memorabilia celebrating Mr. Buffett and his investments. In the past, attendees have taken home souvenirs such as Fruit of the Loom boxers with images of Mr. Buffett printed on them and Oriental Trading rubber ducks created in the likeness of Mr. Buffett and Mr. Munger.</p><p>The highlight of the weekend will be an hourslong question-and-answer session during which the executives will field inquiries from randomly selected audience members and CNBC reporter Becky Quick.</p><p>Mr. Buffett has said he won’t discuss what Berkshire is buying or selling, how Berkshire arrived at an investment decision, or politics.</p><p>“Any other subjects are fair game,” he wrote in a program for the event.</p><p>While the company made no major acquisitions in 2021, with Mr. Buffett citing a lack of attractive long-term investment opportunities, it has put more cash to work again this year.</p><p>In March, Berkshire said it had reached a deal to acquire insurer <a href=\"https://laohu8.com/S/Y\">Alleghany Corp.</a> for $11.6 billion. The deal is set to be Berkshire’s biggest in years. The company also unveiled it had built a 14.6% stake in <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a> in March and disclosed an 11% stake in <a href=\"https://laohu8.com/S/HPQ\">HP Inc.</a> in April.</p><p>Shares of <a href=\"https://laohu8.com/S/OXY\">Occidental</a> and <a href=\"https://laohu8.com/S/HPQ\">HP</a> soared following news of Berkshire’s investments.</p><p>Shareholders will pay close attention to Mr. Buffett’s views on the markets and the economy, given his decades of investing experience and the vast scale of Berkshire’s businesses.</p><p>They may also look to hear Mr. Buffett share his views on various Berkshire shareholder proposals. In April, the California Public Employees’ Retirement System, the nation’s largest pension fund, said it was planning to support a proposal that would remove Mr. Buffett as the chairman of Berkshire.</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>Berkshire Hathaway Earnings Fall on Investment Losses</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\">\nBerkshire Hathaway Earnings Fall on Investment Losses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-30 20:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/berkshire-hathaway-earnings-fall-on-investment-losses-11651321042?mod=hp_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway Inc.'s first-quarter earnings fell, hurt by investment losses and weaker results in its insurance-underwriting business.Warren Buffett’s company reported net income of $5.46 billion...</p>\n\n<a href=\"https://www.wsj.com/articles/berkshire-hathaway-earnings-fall-on-investment-losses-11651321042?mod=hp_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.wsj.com/articles/berkshire-hathaway-earnings-fall-on-investment-losses-11651321042?mod=hp_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124633130","content_text":"Berkshire Hathaway Inc.'s first-quarter earnings fell, hurt by investment losses and weaker results in its insurance-underwriting business.Warren Buffett’s company reported net income of $5.46 billion, or $3,702 a Class A share equivalent. That was down from $11.71 billion, or $7,638 a share, a year earlier. Operating earnings, which exclude some investment results, edged up to $7.04 billion from $7.02 billion last year.Berkshire’s insurance-underwriting business reported a decrease in operating profits, while its railroad; utilities and energy; and manufacturing, service and retailing businesses posted growth.Berkshire’s net income can be volatile from quarter to quarter because the company has large stock investments, and it is required to include unrealized investment gains or losses in the figure. Mr. Buffett, who is Berkshire’s chief executive and chairman, has said he thinks operating earnings are a better measure of how the company is performing.Investors curious to hear what Berkshire will do next will get a chance to hear from Mr. Buffett himself later Saturday. The 91-year-old investor—alongside right-hand man Charlie Munger and Vice Chairmen Greg Abel and Ajit Jain—will speak at Berkshire’s first in-person annual shareholder meeting since 2019.Based in Omaha, Neb., Berkshire runs a large insurance operation, as well as a railroad, utilities, manufacturers and retailers. Many of its holdings are household names, such as Fruit of the Loom, Geico, Dairy Queen and Benjamin Moore & Co.Berkshire also has a massive equity portfolio, which was worth $331 billion at the end of 2021. The company uses billions of dollars of float, or upfront premiums that its insurance customers pay, to make investments for its own gain.While most shareholder meetings pass by without much notice, Berkshire’s has been lovingly dubbed the “Woodstock for Capitalists” given its unusually high turnout, festival-like atmosphere and plethora of memorabilia celebrating Mr. Buffett and his investments. In the past, attendees have taken home souvenirs such as Fruit of the Loom boxers with images of Mr. Buffett printed on them and Oriental Trading rubber ducks created in the likeness of Mr. Buffett and Mr. Munger.The highlight of the weekend will be an hourslong question-and-answer session during which the executives will field inquiries from randomly selected audience members and CNBC reporter Becky Quick.Mr. Buffett has said he won’t discuss what Berkshire is buying or selling, how Berkshire arrived at an investment decision, or politics.“Any other subjects are fair game,” he wrote in a program for the event.While the company made no major acquisitions in 2021, with Mr. Buffett citing a lack of attractive long-term investment opportunities, it has put more cash to work again this year.In March, Berkshire said it had reached a deal to acquire insurer Alleghany Corp. for $11.6 billion. The deal is set to be Berkshire’s biggest in years. The company also unveiled it had built a 14.6% stake in Occidental Petroleum in March and disclosed an 11% stake in HP Inc. in April.Shares of Occidental and HP soared following news of Berkshire’s investments.Shareholders will pay close attention to Mr. Buffett’s views on the markets and the economy, given his decades of investing experience and the vast scale of Berkshire’s businesses.They may also look to hear Mr. Buffett share his views on various Berkshire shareholder proposals. In April, the California Public Employees’ Retirement System, the nation’s largest pension fund, said it was planning to support a proposal that would remove Mr. Buffett as the chairman of Berkshire.","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069072005,"gmtCreate":1651210934979,"gmtModify":1676534871630,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"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/9069072005","repostId":"1110857506","repostType":4,"repost":{"id":"1110857506","pubTimestamp":1651202214,"share":"https://ttm.financial/m/news/1110857506?lang=&edition=fundamental","pubTime":"2022-04-29 11:16","market":"us","language":"en","title":"Meta Platforms: A Long-Term Metaverse Leader?","url":"https://stock-news.laohu8.com/highlight/detail?id=1110857506","media":"TipRanks","summary":"Facebook’s parent company, Meta Platforms , turned in its earnings report, and the results ignited a","content":"<div>\n<p>Facebook’s parent company, Meta Platforms , turned in its earnings report, and the results ignited a firestorm of buying from investors. The stock is currently up 18% on the day.Despite the mixed bag ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-platforms-a-long-term-metaverse-leader/\">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>Meta Platforms: A Long-Term Metaverse Leader?</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\">\nMeta Platforms: A Long-Term Metaverse Leader?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-29 11:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/meta-platforms-a-long-term-metaverse-leader/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook’s parent company, Meta Platforms , turned in its earnings report, and the results ignited a firestorm of buying from investors. The stock is currently up 18% on the day.Despite the mixed bag ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/meta-platforms-a-long-term-metaverse-leader/\">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.tipranks.com/news/article/meta-platforms-a-long-term-metaverse-leader/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110857506","content_text":"Facebook’s parent company, Meta Platforms , turned in its earnings report, and the results ignited a firestorm of buying from investors. The stock is currently up 18% on the day.Despite the mixed bag that Meta’s earnings presented, there’s still quite a bit of reason to like Meta. I’m bullish on Meta, thanks to the sheer potential of what it represents and how it may be ready to go well beyond Facebook itself.The last 12 months for Meta share trading showed that it needed a win, and boy did it get one. While spending most of 2021 in the $300-$350 range with some breakout points, an outright collapse kicked off in February. That plunge saw Meta go from a little over $320 on February 1 to just under $170 on April 27.The latest news lit a fire under investors, as the company presented a mixed bag of earnings news. The company turned in $2.72 per share in earnings, which handily beat the $2.56 per share expected by a Refinitiv consensus.The bad news came with revenue, oddly enough, as the $27.91 billion Meta posted proved just shy of the Refinitiv consensus that looked for $28.2 billion in revenue.Wall Street’s TakeTurning to Wall Street, Meta Platforms has a Moderate Buy consensus rating. That’s based on 28 Buys, eight Holds, and one Sell assigned in the past three months. The average Meta Platforms price target of $304.29 implies 47% upside potential.Analyst price targets range from a low of $212 per share to a high of $466 per share.Investor Sentiment Mostly in DeclineInvestor sentiment, however, seems to be turning against Meta Platforms.The biggest indicator against Meta right now is clearly insider trading. Insider transactions have been heavily weighted to the sell side for the last year. The last three months have been a moderate improvement but are still heavily sell-based.For the last year, sell transactions led buy transactions by 193 to 36. The last three months are visibly better, however, with sell transactions leading buys 19 to nine.The TipRanks 13-F Tracker, meanwhile, shows that selling is also a big position for hedge funds. Hedge funds continued a sell-off of Meta Platforms stock that has been going on for most of the last year now.Hedge Funds cut their FB position by 7.1 million shares in the time between September 2021 and December 2021. They also cut their position between March-June 2021 and June-September 2021.As for retail investors, those who hold portfolios on TipRanks showed a willingness to buy in. Those investors are perhaps the only ones particularly interested right now.In the last seven days, Tipranks portfolios holding Meta Platforms have notched up about 0.1%. However, in the last 30 days, portfolios with the stock have added 1.9%. Meta Platforms’ dividend history, meanwhile, is nonexistent.The Early Days of the MetaverseGranted, virtual reality itself is nothing new. We’ve had virtual reality ever since the early 1990s and the blocky polygonal hell that was “Dactyl Nightmare.” The rise of modern computing, however, has elevated the concept substantially.Where 30 years ago, we considered it fine advancement indeed to fire blocky projectiles at equally blocky pterodactyls, today we have such platforms as VRChat, where “blocky” is about the last word used to describe the graphics therein.Many think that Meta Platforms is the generator of the Metaverse, but that’s an incomplete definition at best. The Metaverse commonly includes a range of platforms, not just Meta’s own, but it also includes such things as Minecraft and Roblox (RBLX).Essentially, if you’re confused about just what the Metaverse is, remember this; no one really knows. It’s still under construction. Trying to define it is like trying to define a lump of clay before it’s worked.Meta Platforms, meanwhile, looks to be one of the biggest players therein, and with good reason. This is potentially where the concept of widespread virtual reality starts up in earnest, and Meta Platforms is eager to land a stake in that startup early on. Corporations are also eager to get a slice of Meta.Not so long ago, I talked about Wendy’s (WEN) and its ambitions therein, which featured basketball games played with a Baconator. Nike (NKE) is moving into the Metaverse as well, with lawsuits aimed at stopping the unauthorized trade of its shoe images as non-fungible tokens (NFTs). Disney (DIS) is working on a package of its own for the Metaverse frontier.Yet, Mark Zuckerberg plans to continue frantically spending on Metaverse development. So much so, in fact, that Meta’s Reality Labs division currently has about 17,000 employees on the payroll, and the division lost about $3 billion last quarter. Not “as of” last quarter, but just in that quarter.The demand is there. Major corporations don’t start coding entire environments for something they figure will fizzle out and boil off into a cloud of short-term fad. They’re expecting this to likely become a big part of the frontier, and they want to have a piece of that action.Concluding ViewsThe good news about Meta Platforms is that it’s clearly a long-term proposition. All of these upswings and downdrafts we see today will likely end up as patterns of growth later on. Great, but that growth is still likely a long way off. Years, perhaps. Potentially, decades.Right now, it would be easy to say that Meta Platforms is at a solid entry point position. It’s below even its lowest price target and offers a substantial slice of upside potential. If Meta ultimately becomes the leading platform in the Metaverse, this could put it in an excellent position.If the Metaverse ultimately takes off the way some expect—or perhaps, hope—it will, a position in Meta today could be a position in the biggest virtual reality platform of tomorrow. The sheer amount of insider selling may leave some unnerved, but they’re likely responding to short-term trends as opposed to longer-term matters.I’m bullish on Meta because it may be a speculative buy with a very long-term payback. However, it’s also a speculative buy with a massive potential payoff. This is one for the very patient and the adventurous at the same time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060992572,"gmtCreate":1651085281851,"gmtModify":1676534846097,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060992572","repostId":"2230432994","repostType":4,"repost":{"id":"2230432994","pubTimestamp":1651050041,"share":"https://ttm.financial/m/news/2230432994?lang=&edition=fundamental","pubTime":"2022-04-27 17:00","market":"us","language":"en","title":"Why I Sold Tesla And Bought Ford","url":"https://stock-news.laohu8.com/highlight/detail?id=2230432994","media":"seekingalpha","summary":"SummaryTuesday, I sold out of my Tesla position and used a portion of the proceeds to start a positi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tuesday, I sold out of my Tesla position and used a portion of the proceeds to start a position in Ford.</li><li>Don’t get me wrong, I love Elon Musk and Tesla. Yet, business is business, and my intuition and research is telling me to make this change.</li><li>In the following piece, I will expound on why I have decided to take profits on my Tesla position and start a new position in Ford.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/924d44c1e072e2ad774acb68c4b49fe9\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>jetcityimage/iStock Editorial via Getty Images</span></p><p><b>What Happened?</b></p><p>Today, I took profits on my long-term position in Tesla (NASDAQ:TSLA) and used a portion of the proceeds to start a position in Ford (NYSE:F). In the following sections, I will explain my reasoning for making this move.</p><p><b>You must take profits to make profits</b></p><p>I often quote my father, who was my mentor and an outstanding stockbroker. One of his mantras was &#34;You have to take profits to make profits.&#34; The meaning behind this is the fact it&#39;s all &#34;unrealized&#34; paper gains until you actually sell the security and transfer the proceeds into your checking account and/or into another investment. Further, he was very disciplined regarding when profits should be taken and why. Fortunately, I fell in love with my Tesla position and have held it way longer than my father ever would have, making it one of my most lucrative investments. Nevertheless, I endured several drawdowns over the years. Now, with Musk buying Twitter (TWTR) by pledging an additional $45 billion worth of Tesla shares, I have decided to take profits and sit this one out amongst other reasons. Let me explain.</p><p><b>Musk&#39;s highly leveraged Tesla position increases risk</b></p><p>Elon is buying a majority of Twitter by taking out a $49 billion margin loan against his Tesla shares. He already has pledged a substantial amount of Tesla shares previously, bringing his margin total to $89 billion. Further, Musk is the first lienholder on the Twitter position. He is on the hook for essentially the first $33 billion of Twitter, if by some chance they can&#39;t pay the bills.</p><p>Musk has already stated it&#39;s not about the money to him, so that doesn&#39;t necessarily give me a nice warm fuzzy feeling about the prospects. Further, if for some unforeseen reason Tesla shares fall and Musk gets a margin call, that would be a major debacle. It has happened before. Nearly 10 years ago to the day, Green Mountain Coffee Roasters demoted its founder and chairman, Robert Stiller, and its lead director, William Davis, after the high-flying coffee company&#39;s share-price plunged forced the men into emergency stock sales resulting from margin calls. In fact, many companies have banned the practice at this point. Now, this is definitely a &#34;backburner&#34; type issue as Musk is constantly receiving new shares and options, yet it is there in the back of my mind. Further, I really don&#39;t find the new Cybertruck appealing. I like Ford&#39;s F150 Lightning pickup, which leads me to my next point.</p><p><b>The competition has finally arrived</b></p><p>The Ford F150 Lightning is now officially in production. I have done my research on the truck and I love it. Ford CEO Jim Farley said on Monday:</p><blockquote><i>The company is not joking around by saying the electric F-150 lightning could be as big a product for the automaker as the Model T back in 1908.</i></blockquote><p>I would have to agree. Ford plans to scale production of the F-150 Lightning even faster than competitors, with plans to boost manufacturing of the Lightning at a plant in Dearborn to 150,000 units in the next year, up from an initial target of 40,000 vehicles.</p><p>What&#39;s more, Ford has secured the lithium-ion batteries needed to meet its expected level of production of 150,000 units next year. Moreover, the company plans to prioritize supplies of semiconductor chips toward the F-150 Lightning.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42cd5b5effe20ffbbd01bed01c0e3bc\" tg-width=\"617\" tg-height=\"389\" width=\"100%\" height=\"auto\"/><span>Ford F150 Lightning Pickup (Ford website)</span></p><p>The response has been so overwhelming, Ford is no longer taking retail reservations at this time. Additionally, Ford isn&#39;t the only competition. As I&#39;m sure you are aware, there is a plethora of new EV vehicle entrants into the race. The primary reason I&#39;ve chosen to switch from Tesla to Ford is the product. Secondarily, is valuation. Let me explain.</p><p><b>Two completely different animals when it comes to valuation</b></p><p>Tesla trades at 16 times sales while Ford currently trading at 0.47 times sales. Basically, making Ford the Rodney Dangerfield of EV players – “Ford don&#39;t get no respect!” Ha! Now, Tesla may very well deserve its elevated valuation based on its growth rate trajectory and the value of said future cash flows. Nonetheless, under the current Federal Reserve regime, the value of these future cash flows may be diminished greatly by inflation and increased interest rates. I am making a conscious effort to reduce my exposure to &#34;long-duration assets.&#34; Let me explain why Ford presents a better opportunity under current conditions.</p><p><b>Ford significantly undervalued</b></p><p>First of all, Ford is basically trading for a song at the present valuation. Ford&#39;s forward P/E of 6.57 is just over a third of the current S&amp;P 500 Forward P/E of 19.44. The stock is trading for 1.2 times book of $12.14. If ever there was a bargain basement buying opportunity in Ford, this is it.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ecd5be52cd449328e56f792ebe9ad27\" tg-width=\"467\" tg-height=\"134\" width=\"100%\" height=\"auto\"/><span>Ford Fundamentals (Finviz)</span></p><p>On top of this, management has done an excellent job of cleaning up the balance sheet. The company maintains a fortress balance sheet with $11.63 per share in cash alone. This helps me not just sleep well, but sleep like a baby at night. Furthermore, the stock has sold off substantially since the start of the year and appears to me to be at an inflection point.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5faca498ac9117d6d6aebc61f4c22dea\" tg-width=\"278\" tg-height=\"389\" width=\"100%\" height=\"auto\"/><span>Ford 2022 Performance (Finviz)</span></p><p>With the stock trading for rock bottom pricing and having the weak hands thoroughly shaken out over the last few months by the insipid macro environment, I suggest now is an excellent time to start a position heading into earnings. One of my top investing mentors, Sir John Templeton&#39;s quote of &#34;Buy at the point of maximum pessimism&#34; seems quite apropos. The market just experienced a 7 to 1 advance/decline trading day today with 7 stocks down for every 1 stock up. This qualifies as a substantial washout in my book. The baby has definitely been thrown out with the bath water in my book. Furthermore, the Ford CEO Jim Farley is a salesman extraordinaire.</p><p><b>Ford CEO Jim Farley is special</b></p><p>Ford&#39;s CEO Jim Farley has personality for days and is extremely competitive. His statement that the Ford F150 Lightning will be bigger than the model T is the proof in the pudding of what I say. Not to mention the electrifying Ford Mustang Mach-E which definitely lives up to the hype.</p><p>Farley has captured the attention of all, rivaling the likes of P.T. Barnum in some ways, much like his famous cousin Chris Farley of Saturday Night Live, who I absolutely adored. Yet, don&#39;t get me wrong, he has the wherewithal and business acumen to back it up. His career in automobiles was inspired by his grandfather who began working for Ford in 1914. I have faith that Farley will be able to present the best case for the company on the upcoming earnings call. Ford is due to report earnings on April 27th after the close.</p><p><b>Ford Earnings Preview</b></p><p>The following table details Ford&#39;s expected earnings estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5856ccd7559c4442c6cfac6efae3d8\" tg-width=\"617\" tg-height=\"242\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>You can see that there have been six downward revisions over the last 90 days. With the stock down significantly going into earnings and expectations diminished, I see the company beating estimates and rising. Even so, the real focus will be on guidance, which has already &#34;quasi&#34; been announced with them revealing they will produce 150,000 F150 Lightning pickups rather than the original 40,000. I am expecting Ford to pop on earnings. This is why I made the move to sell Tesla and buy Ford ahead of the announcement. Nonetheless, I have only bought one-third of the position in order to reduce risk. In these situations where I have a positive outlook on earnings, I will divide the buys into thirds. One-third before earnings to gain a foothold, one-third after earnings, and one-third in reserve to buy on any future potential weakness. I always suggest layering into new positions over time to reduce risk. Now let&#39;s wrap it up.</p><p><b>Wrap up</b></p><p>I love Elon Musk and all that he has done for the country and the world frankly. Even so, adding Twitter to his endeavors in addition to Tesla, SpaceX, Starlink, The Boring Company, and any others I may have forgotten, I think he may be reaching his limit. Further, he definitely has maxed out his Tesla margin credit card at this point, which gives me pause. Yet, the primary factor that sealed the deal for me was what I believe is Ford&#39;s superior product, the F150 Lightning, which I plan to buy as soon as available. On top of this, Ford&#39;s conservative valuation was a major selling point as well. The valuation factor is of particular import to me based on the recent change in the Federal Reserve&#39;s regime, from Dove to Hawk. And finally, I made this move in order to cash in and &#34;realize&#34; the substantial gains I had with my long-term Tesla position. I have held it in a tax advantaged account, so the capital gains created were not an issue for me. I bring this up because this transaction is particular to my unique situation. It may not be appropriate for all investors. That is why you should always consult a financial advisor before making any decisions regarding your investments. Thank you for your time and consideration in reading this article. I hope I provided some tidbit of value with this effort.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Sold Tesla And Bought Ford</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 I Sold Tesla And Bought Ford\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 17:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4503886-sold-tesla-bought-ford-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTuesday, I sold out of my Tesla position and used a portion of the proceeds to start a position in Ford.Don’t get me wrong, I love Elon Musk and Tesla. Yet, business is business, and my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4503886-sold-tesla-bought-ford-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4503886-sold-tesla-bought-ford-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2230432994","content_text":"SummaryTuesday, I sold out of my Tesla position and used a portion of the proceeds to start a position in Ford.Don’t get me wrong, I love Elon Musk and Tesla. Yet, business is business, and my intuition and research is telling me to make this change.In the following piece, I will expound on why I have decided to take profits on my Tesla position and start a new position in Ford.jetcityimage/iStock Editorial via Getty ImagesWhat Happened?Today, I took profits on my long-term position in Tesla (NASDAQ:TSLA) and used a portion of the proceeds to start a position in Ford (NYSE:F). In the following sections, I will explain my reasoning for making this move.You must take profits to make profitsI often quote my father, who was my mentor and an outstanding stockbroker. One of his mantras was \"You have to take profits to make profits.\" The meaning behind this is the fact it's all \"unrealized\" paper gains until you actually sell the security and transfer the proceeds into your checking account and/or into another investment. Further, he was very disciplined regarding when profits should be taken and why. Fortunately, I fell in love with my Tesla position and have held it way longer than my father ever would have, making it one of my most lucrative investments. Nevertheless, I endured several drawdowns over the years. Now, with Musk buying Twitter (TWTR) by pledging an additional $45 billion worth of Tesla shares, I have decided to take profits and sit this one out amongst other reasons. Let me explain.Musk's highly leveraged Tesla position increases riskElon is buying a majority of Twitter by taking out a $49 billion margin loan against his Tesla shares. He already has pledged a substantial amount of Tesla shares previously, bringing his margin total to $89 billion. Further, Musk is the first lienholder on the Twitter position. He is on the hook for essentially the first $33 billion of Twitter, if by some chance they can't pay the bills.Musk has already stated it's not about the money to him, so that doesn't necessarily give me a nice warm fuzzy feeling about the prospects. Further, if for some unforeseen reason Tesla shares fall and Musk gets a margin call, that would be a major debacle. It has happened before. Nearly 10 years ago to the day, Green Mountain Coffee Roasters demoted its founder and chairman, Robert Stiller, and its lead director, William Davis, after the high-flying coffee company's share-price plunged forced the men into emergency stock sales resulting from margin calls. In fact, many companies have banned the practice at this point. Now, this is definitely a \"backburner\" type issue as Musk is constantly receiving new shares and options, yet it is there in the back of my mind. Further, I really don't find the new Cybertruck appealing. I like Ford's F150 Lightning pickup, which leads me to my next point.The competition has finally arrivedThe Ford F150 Lightning is now officially in production. I have done my research on the truck and I love it. Ford CEO Jim Farley said on Monday:The company is not joking around by saying the electric F-150 lightning could be as big a product for the automaker as the Model T back in 1908.I would have to agree. Ford plans to scale production of the F-150 Lightning even faster than competitors, with plans to boost manufacturing of the Lightning at a plant in Dearborn to 150,000 units in the next year, up from an initial target of 40,000 vehicles.What's more, Ford has secured the lithium-ion batteries needed to meet its expected level of production of 150,000 units next year. Moreover, the company plans to prioritize supplies of semiconductor chips toward the F-150 Lightning.Ford F150 Lightning Pickup (Ford website)The response has been so overwhelming, Ford is no longer taking retail reservations at this time. Additionally, Ford isn't the only competition. As I'm sure you are aware, there is a plethora of new EV vehicle entrants into the race. The primary reason I've chosen to switch from Tesla to Ford is the product. Secondarily, is valuation. Let me explain.Two completely different animals when it comes to valuationTesla trades at 16 times sales while Ford currently trading at 0.47 times sales. Basically, making Ford the Rodney Dangerfield of EV players – “Ford don't get no respect!” Ha! Now, Tesla may very well deserve its elevated valuation based on its growth rate trajectory and the value of said future cash flows. Nonetheless, under the current Federal Reserve regime, the value of these future cash flows may be diminished greatly by inflation and increased interest rates. I am making a conscious effort to reduce my exposure to \"long-duration assets.\" Let me explain why Ford presents a better opportunity under current conditions.Ford significantly undervaluedFirst of all, Ford is basically trading for a song at the present valuation. Ford's forward P/E of 6.57 is just over a third of the current S&P 500 Forward P/E of 19.44. The stock is trading for 1.2 times book of $12.14. If ever there was a bargain basement buying opportunity in Ford, this is it.Ford Fundamentals (Finviz)On top of this, management has done an excellent job of cleaning up the balance sheet. The company maintains a fortress balance sheet with $11.63 per share in cash alone. This helps me not just sleep well, but sleep like a baby at night. Furthermore, the stock has sold off substantially since the start of the year and appears to me to be at an inflection point.Ford 2022 Performance (Finviz)With the stock trading for rock bottom pricing and having the weak hands thoroughly shaken out over the last few months by the insipid macro environment, I suggest now is an excellent time to start a position heading into earnings. One of my top investing mentors, Sir John Templeton's quote of \"Buy at the point of maximum pessimism\" seems quite apropos. The market just experienced a 7 to 1 advance/decline trading day today with 7 stocks down for every 1 stock up. This qualifies as a substantial washout in my book. The baby has definitely been thrown out with the bath water in my book. Furthermore, the Ford CEO Jim Farley is a salesman extraordinaire.Ford CEO Jim Farley is specialFord's CEO Jim Farley has personality for days and is extremely competitive. His statement that the Ford F150 Lightning will be bigger than the model T is the proof in the pudding of what I say. Not to mention the electrifying Ford Mustang Mach-E which definitely lives up to the hype.Farley has captured the attention of all, rivaling the likes of P.T. Barnum in some ways, much like his famous cousin Chris Farley of Saturday Night Live, who I absolutely adored. Yet, don't get me wrong, he has the wherewithal and business acumen to back it up. His career in automobiles was inspired by his grandfather who began working for Ford in 1914. I have faith that Farley will be able to present the best case for the company on the upcoming earnings call. Ford is due to report earnings on April 27th after the close.Ford Earnings PreviewThe following table details Ford's expected earnings estimates.Seeking AlphaYou can see that there have been six downward revisions over the last 90 days. With the stock down significantly going into earnings and expectations diminished, I see the company beating estimates and rising. Even so, the real focus will be on guidance, which has already \"quasi\" been announced with them revealing they will produce 150,000 F150 Lightning pickups rather than the original 40,000. I am expecting Ford to pop on earnings. This is why I made the move to sell Tesla and buy Ford ahead of the announcement. Nonetheless, I have only bought one-third of the position in order to reduce risk. In these situations where I have a positive outlook on earnings, I will divide the buys into thirds. One-third before earnings to gain a foothold, one-third after earnings, and one-third in reserve to buy on any future potential weakness. I always suggest layering into new positions over time to reduce risk. Now let's wrap it up.Wrap upI love Elon Musk and all that he has done for the country and the world frankly. Even so, adding Twitter to his endeavors in addition to Tesla, SpaceX, Starlink, The Boring Company, and any others I may have forgotten, I think he may be reaching his limit. Further, he definitely has maxed out his Tesla margin credit card at this point, which gives me pause. Yet, the primary factor that sealed the deal for me was what I believe is Ford's superior product, the F150 Lightning, which I plan to buy as soon as available. On top of this, Ford's conservative valuation was a major selling point as well. The valuation factor is of particular import to me based on the recent change in the Federal Reserve's regime, from Dove to Hawk. And finally, I made this move in order to cash in and \"realize\" the substantial gains I had with my long-term Tesla position. I have held it in a tax advantaged account, so the capital gains created were not an issue for me. I bring this up because this transaction is particular to my unique situation. It may not be appropriate for all investors. That is why you should always consult a financial advisor before making any decisions regarding your investments. Thank you for your time and consideration in reading this article. I hope I provided some tidbit of value with this effort.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9087872267,"gmtCreate":1651002976969,"gmtModify":1676534829621,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"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/9087872267","repostId":"2230510690","repostType":4,"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084982570,"gmtCreate":1650793835427,"gmtModify":1676534794193,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084982570","repostId":"2229599011","repostType":4,"repost":{"id":"2229599011","pubTimestamp":1650691800,"share":"https://ttm.financial/m/news/2229599011?lang=&edition=fundamental","pubTime":"2022-04-23 13:30","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2229599011","media":"Motley Fool","summary":"The chipmaker nearly joined the twelve-zero club last year, but it could be awhile before it gets back there.","content":"<html><head></head><body><p><b>Nvidia</b>&#39;s stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company.</p><p>But after hitting its all-time high, Nvidia&#39;s stock shed over a third of its value and its market cap dropped to less than $550 billion. The bulls fled amid concerns about a post-COVID-lockdown slowdown in PC sales, while rising interest rates exacerbated that pain by sparking a sell-off in higher-growth stocks.</p><p>Can Nvidia regain its momentum and finally join the twelve-zero club by 2025? Let&#39;s examine its upcoming catalysts and challenges to find out.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F675321%2Frtx-platform-diagram.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Nvidia.</span></p><h2>Nvidia could face a cyclical slowdown</h2><p>Nvidia&#39;s stock hit an all-time high last year as its gaming and data center GPU business generated dazzling growth throughout the pandemic.</p><p>In the 2022 fiscal year, which ended this January, Nvidia&#39;s revenue surged 61% to $26.91 billion as its adjusted earnings per share (EPS) grew 78%. Its adjusted operating margin jumped 640 basis points to 47.2%. It attributed most of that growth to its robust sales of gaming and data center GPUs.</p><p>But over the next three fiscal years, analysts expect Nvidia&#39;s revenue growth to decelerate as that upgrade cycle cools off. On the bright side, they expect its adjusted operating margin to consistently rise as it benefits from improved scale and pricing power in the GPU market.</p><table border=\"1\" width=\"598\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"239\"><p>Metric</p></th><th width=\"104\"><p>FY 2023 Estimate</p></th><th width=\"94\"><p>FY 2024 Estimate</p></th><th width=\"103\"><p>FY 2025 Estimate</p></th></tr><tr valign=\"TOP\"><td width=\"239\"><p><b>Revenue Growth</b></p></td><td width=\"104\"><p>29%</p></td><td width=\"94\"><p>17%</p></td><td width=\"103\"><p>12%</p></td></tr><tr valign=\"TOP\"><td width=\"239\"><p><b>Adjusted operating margin</b></p></td><td width=\"104\"><p>48.3%</p></td><td width=\"94\"><p>49.4%</p></td><td width=\"103\"><p>51%</p></td></tr><tr valign=\"TOP\"><td width=\"239\"><p><b>Adjusted EPS growth </b></p></td><td width=\"104\"><p>15%</p></td><td width=\"94\"><p>34%</p></td><td width=\"103\"><p>11%</p></td></tr></tbody></table><p>Data source: S&amp;P Global Market Intelligence.</p><p>If those expectations are met, Nvidia would generate $45.64 billion in revenue with an adjusted EPS of $6.59 in fiscal 2025.</p><p>Nvidia currently trades at 16 times its revenue and about 50 times its EPS estimate for fiscal 2023. If Nvidia still trades at those forward valuations at the end of fiscal 2024 and hits the estimates, it would have a market cap of about $730 billion.</p><p>However, those valuations would still be too rich for a company that&#39;s growing its revenue and earnings in the low teens. Therefore, I think Nvidia&#39;s market cap might stay between $500 billion and $700 billion over the next three years as it grapples with a cyclical slowdown in the GPU market.</p><h2>The near-term headwinds</h2><p>Investors should take analysts&#39; estimates with a grain of salt, but Nvidia stock likely needs to take a breather after its big growth spurt over the past few years.</p><p>In <b>HP</b>&#39;s (NYSE: HPQ) latest earnings report, it said its sales of consumer PCs fell 1% year-over-year as it faced tough comparisons to the boost it got from remote work and gaming upgrades during the pandemic. That slowdown doesn&#39;t bode well for Nvidia and other PC chipmakers.</p><p>Meanwhile, data center operators might buy fewer Nvidia GPUs for AI tasks as the usage of cloud-based services decelerates in a post-lockdown market. Waning interest in cryptocurrencies, many of which have lost value this year as investors have rotated out of riskier assets, will also curb sales of its gaming GPUs and dedicated mining chips.</p><p>To make matters worse, <b>Intel</b> (NASDAQ: INTC) plans to disrupt Nvidia and <b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>&#39;s (NASDAQ: AMD) duopoly in discrete GPUs with its own chips. These new GPUs, which Intel is bundling with its own CPUs, could cause more headaches for Nvidia and AMD as the broader gaming market slows down.</p><h2>The long-term tailwinds</h2><p>Those challenges seem daunting, but Nvidia has weathered plenty of cyclical downturns and competitive threats since its public debut in 1999. It also remains the dominant discrete GPU maker with an 81% market share, according to JPR&#39;s fourth-quarter numbers, compared to AMD&#39;s 19% share.</p><p>The gaming and data center markets should also keep expanding over the next few years. The gaming PC market could expand at a compound annual growth rate (CAGR) of 14.9% between 2021 and 2027, according to Report Ocean, while Research and Markets expects the data center accelerator market to grow at a CAGR of 36.7% between 2021 and 2026.</p><p>If Nvidia continues to dominate both of those growing markets, its cyclical slowdown could end a lot sooner than expected. Its oft-overlooked automotive chip business -- which generated just 2% of revenue in its latest quarter -- could also gain more traction as the automotive sector gradually recovers and develops new connected and autonomous vehicles.</p><h2>Look beyond Nvidia&#39;s market cap</h2><p>Nvidia probably won&#39;t become a trillion-dollar company by 2025, and investors who were spoiled by its 380% rally over the past three years might be a bit disappointed. However, it&#39;s arguably better for Nvidia&#39;s stock to cool off now and reset the market&#39;s expectations instead of flying off the rails with runaway valuations.</p><p>Nvidia&#39;s stock might generate much lower returns over the next three years, but investors shouldn&#39;t abandon the chipmaker yet. Long-term secular tailwinds could still propel its stock to new all-time highs.</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>Will Nvidia Be a Trillion-Dollar Stock by 2025?</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\">\nWill Nvidia Be a Trillion-Dollar Stock by 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 13:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company....</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/\">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)","BK4579":"人工智能","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4529":"IDC概念","BK4527":"明星科技股","NVDA":"英伟达","BK4554":"元宇宙及AR概念","BK4549":"软银资本持仓","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4543":"AI","BK4567":"ESG概念"},"source_url":"https://www.fool.com/investing/2022/04/22/will-nvidia-be-a-trillion-dollar-stock-by-2025/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229599011","content_text":"Nvidia's stock closed at an all-time high of $333.76 on Nov. 29, 2021, which gave the chipmaker a market cap of $834 billion. At the time, Nvidia seemed destined to become a trillion-dollar company.But after hitting its all-time high, Nvidia's stock shed over a third of its value and its market cap dropped to less than $550 billion. The bulls fled amid concerns about a post-COVID-lockdown slowdown in PC sales, while rising interest rates exacerbated that pain by sparking a sell-off in higher-growth stocks.Can Nvidia regain its momentum and finally join the twelve-zero club by 2025? Let's examine its upcoming catalysts and challenges to find out.Image source: Nvidia.Nvidia could face a cyclical slowdownNvidia's stock hit an all-time high last year as its gaming and data center GPU business generated dazzling growth throughout the pandemic.In the 2022 fiscal year, which ended this January, Nvidia's revenue surged 61% to $26.91 billion as its adjusted earnings per share (EPS) grew 78%. Its adjusted operating margin jumped 640 basis points to 47.2%. It attributed most of that growth to its robust sales of gaming and data center GPUs.But over the next three fiscal years, analysts expect Nvidia's revenue growth to decelerate as that upgrade cycle cools off. On the bright side, they expect its adjusted operating margin to consistently rise as it benefits from improved scale and pricing power in the GPU market.MetricFY 2023 EstimateFY 2024 EstimateFY 2025 EstimateRevenue Growth29%17%12%Adjusted operating margin48.3%49.4%51%Adjusted EPS growth 15%34%11%Data source: S&P Global Market Intelligence.If those expectations are met, Nvidia would generate $45.64 billion in revenue with an adjusted EPS of $6.59 in fiscal 2025.Nvidia currently trades at 16 times its revenue and about 50 times its EPS estimate for fiscal 2023. If Nvidia still trades at those forward valuations at the end of fiscal 2024 and hits the estimates, it would have a market cap of about $730 billion.However, those valuations would still be too rich for a company that's growing its revenue and earnings in the low teens. Therefore, I think Nvidia's market cap might stay between $500 billion and $700 billion over the next three years as it grapples with a cyclical slowdown in the GPU market.The near-term headwindsInvestors should take analysts' estimates with a grain of salt, but Nvidia stock likely needs to take a breather after its big growth spurt over the past few years.In HP's (NYSE: HPQ) latest earnings report, it said its sales of consumer PCs fell 1% year-over-year as it faced tough comparisons to the boost it got from remote work and gaming upgrades during the pandemic. That slowdown doesn't bode well for Nvidia and other PC chipmakers.Meanwhile, data center operators might buy fewer Nvidia GPUs for AI tasks as the usage of cloud-based services decelerates in a post-lockdown market. Waning interest in cryptocurrencies, many of which have lost value this year as investors have rotated out of riskier assets, will also curb sales of its gaming GPUs and dedicated mining chips.To make matters worse, Intel (NASDAQ: INTC) plans to disrupt Nvidia and AMD's (NASDAQ: AMD) duopoly in discrete GPUs with its own chips. These new GPUs, which Intel is bundling with its own CPUs, could cause more headaches for Nvidia and AMD as the broader gaming market slows down.The long-term tailwindsThose challenges seem daunting, but Nvidia has weathered plenty of cyclical downturns and competitive threats since its public debut in 1999. It also remains the dominant discrete GPU maker with an 81% market share, according to JPR's fourth-quarter numbers, compared to AMD's 19% share.The gaming and data center markets should also keep expanding over the next few years. The gaming PC market could expand at a compound annual growth rate (CAGR) of 14.9% between 2021 and 2027, according to Report Ocean, while Research and Markets expects the data center accelerator market to grow at a CAGR of 36.7% between 2021 and 2026.If Nvidia continues to dominate both of those growing markets, its cyclical slowdown could end a lot sooner than expected. Its oft-overlooked automotive chip business -- which generated just 2% of revenue in its latest quarter -- could also gain more traction as the automotive sector gradually recovers and develops new connected and autonomous vehicles.Look beyond Nvidia's market capNvidia probably won't become a trillion-dollar company by 2025, and investors who were spoiled by its 380% rally over the past three years might be a bit disappointed. However, it's arguably better for Nvidia's stock to cool off now and reset the market's expectations instead of flying off the rails with runaway valuations.Nvidia's stock might generate much lower returns over the next three years, but investors shouldn't abandon the chipmaker yet. Long-term secular tailwinds could still propel its stock to new all-time highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085133566,"gmtCreate":1650669444380,"gmtModify":1676534772289,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"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/9085133566","repostId":"2229641491","repostType":4,"repost":{"id":"2229641491","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":1650668840,"share":"https://ttm.financial/m/news/2229641491?lang=&edition=fundamental","pubTime":"2022-04-23 07:07","market":"us","language":"en","title":"Wall St Slumps as Weak Earnings, Rate Hike Clarity Spook Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2229641491","media":"Reuters","summary":"* Healthcare stocks slump on HCA, Intuitive Surgical numbers* Big tech down ahead of earnings next w","content":"<html><head></head><body><p>* Healthcare stocks slump on HCA, Intuitive Surgical numbers</p><p>* Big tech down ahead of earnings next week</p><p>* Dow posts biggest one-day fall since Oct. 2020</p><p>* Weekly falls: Dow 1.9%, S&amp;P 2.8%, Nasdaq 3.8%</p><p>* Indexes down on Friday: Dow 2.82%, S&amp;P 2.77%, Nasdaq 2.55% </p><p>April 22 (Reuters) - Wall Street tumbled more than 2.5% on Friday, ensuring the three main benchmarks ended in negative territory for the week, as surprise earnings news and increased certainty around aggressive near-term interest rate rises took its toll on investors.</p><p>It was the third straight week of losses for both the S&amp;P 500 and the Nasdaq, while the Dow Jones posted its fourth weekly decline in a row.</p><p>For the Dow, its 2.82% drop on Friday was its biggest one-day fall since October 2020.</p><p>Exaggerated trading swings have become more common recently, as traders adjust to new data points from earnings, as well as when rates will rise again. For the Nasdaq, Friday was the eighth session in April, out of 15 trading days this month, where the index either rose or fell by more than 2%.</p><p>&#34;It&#39;s not very common, over the course of my time doing this job, for the market to move 2% in either direction and to think &#39;there&#39;s not too much to read into that&#39;,&#34; said Craig Erlam, senior market analyst at OANDA.</p><p>&#34;That&#39;s not normal, but that&#39;s just how things have been for such a long time now.&#34;</p><p>Concerns about risks from interest rate hikes continued to reverberate after Federal Reserve Chair Jerome Powell&#39;s hawkish pivot on Thursday, where he backed moving more quickly to combat inflation and said a 50-basis-point increase would be &#34;on the table&#34; when the Fed meets in May.</p><p>The idea of &#34;front-end loading&#34; the U.S. central bank&#39;s retreat from super-easy monetary policy, which Powell articulated support for on Thursday, has also forced traders to re-evaluate how aggressive subsequent rate rises would be.</p><p>The CBOE Volatility index, also known as Wall Street&#39;s fear gauge, jumped on Friday, ending at its highest level since mid-March.</p><p>Meanwhile, the latest earnings forecasts to jolt investors came from healthcare, with HCA Healthcare and Intuitive Surgical Inc the worst performers on the S&amp;P 500.</p><p>HCA slumped 21.8% after reporting a downbeat profit view, while other hospital operators felt the contagion: Tenet Healthcare, Community Health Systems and Universal Health Services all tumbled between 14% and 17.9%.</p><p>Surgical robot maker Intuitive Surgical dropped 14.3% after warning of weaker demand from hospitals due to tighter finances.</p><p>All 11 major S&amp;P 500 sectors were down, although the 3.6% slip by healthcare was outdone by materials, which was off 3.7%.</p><p>Materials was weighed down by Nucor Corp - down 8.3% after hitting a record high after posting earnings on Thursday - and Freeport-McMoRan Inc, which slipped 6.8% as investors fretted over how interest rate hikes would impact copper miners.</p><p>The Dow Jones Industrial Average fell 981.36 points, or 2.82%, to 33,811.4, the S&amp;P 500 lost 121.88 points, or 2.77%, to 4,271.78 and the Nasdaq Composite dropped 335.36 points, or 2.55%, to 12,839.29.</p><p>For the week, the Dow dipped 1.9%, the S&amp;P dropped 2.8%, and the Nasdaq declined 3.8%.</p><p>The prospect of a more hawkish Fed has led to a rocky start to the year for equities, with Friday&#39;s sell-off taking declines on both the S&amp;P and Dow since the start of the year beyond 10%.</p><p>The trend is more pronounced in tech and growth shares whose valuations are more vulnerable to rising bond yields. The Nasdaq is down 17.9% in 2022.</p><p>Earnings are due next week for the four biggest U.S. companies by market capitalization: Apple, Microsoft , Amazon and Google parent Alphabet.</p><p>The quartet declined between 2.4% and 4.1% on Friday. Meta Platforms Inc, which also has results on deck for next week, dropped 2.1%, taking its losses in the last three days to 15.3%.</p><p>Investors are worried after streaming giant Netflix Inc&#39;s dismal earnings earlier this week sent shockwaves through big tech and stay-at-home darlings which benefited from pandemic factors such as lockdown measures.</p><p>The volume on U.S. exchanges was 11.66 billion shares, compared with the 11.67 billion average for the full session over the last 20 trading days.</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 St Slumps as Weak Earnings, Rate Hike Clarity Spook Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Slumps as Weak Earnings, Rate Hike Clarity Spook Investors\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\">2022-04-23 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Healthcare stocks slump on HCA, Intuitive Surgical numbers</p><p>* Big tech down ahead of earnings next week</p><p>* Dow posts biggest one-day fall since Oct. 2020</p><p>* Weekly falls: Dow 1.9%, S&amp;P 2.8%, Nasdaq 3.8%</p><p>* Indexes down on Friday: Dow 2.82%, S&amp;P 2.77%, Nasdaq 2.55% </p><p>April 22 (Reuters) - Wall Street tumbled more than 2.5% on Friday, ensuring the three main benchmarks ended in negative territory for the week, as surprise earnings news and increased certainty around aggressive near-term interest rate rises took its toll on investors.</p><p>It was the third straight week of losses for both the S&amp;P 500 and the Nasdaq, while the Dow Jones posted its fourth weekly decline in a row.</p><p>For the Dow, its 2.82% drop on Friday was its biggest one-day fall since October 2020.</p><p>Exaggerated trading swings have become more common recently, as traders adjust to new data points from earnings, as well as when rates will rise again. For the Nasdaq, Friday was the eighth session in April, out of 15 trading days this month, where the index either rose or fell by more than 2%.</p><p>&#34;It&#39;s not very common, over the course of my time doing this job, for the market to move 2% in either direction and to think &#39;there&#39;s not too much to read into that&#39;,&#34; said Craig Erlam, senior market analyst at OANDA.</p><p>&#34;That&#39;s not normal, but that&#39;s just how things have been for such a long time now.&#34;</p><p>Concerns about risks from interest rate hikes continued to reverberate after Federal Reserve Chair Jerome Powell&#39;s hawkish pivot on Thursday, where he backed moving more quickly to combat inflation and said a 50-basis-point increase would be &#34;on the table&#34; when the Fed meets in May.</p><p>The idea of &#34;front-end loading&#34; the U.S. central bank&#39;s retreat from super-easy monetary policy, which Powell articulated support for on Thursday, has also forced traders to re-evaluate how aggressive subsequent rate rises would be.</p><p>The CBOE Volatility index, also known as Wall Street&#39;s fear gauge, jumped on Friday, ending at its highest level since mid-March.</p><p>Meanwhile, the latest earnings forecasts to jolt investors came from healthcare, with HCA Healthcare and Intuitive Surgical Inc the worst performers on the S&amp;P 500.</p><p>HCA slumped 21.8% after reporting a downbeat profit view, while other hospital operators felt the contagion: Tenet Healthcare, Community Health Systems and Universal Health Services all tumbled between 14% and 17.9%.</p><p>Surgical robot maker Intuitive Surgical dropped 14.3% after warning of weaker demand from hospitals due to tighter finances.</p><p>All 11 major S&amp;P 500 sectors were down, although the 3.6% slip by healthcare was outdone by materials, which was off 3.7%.</p><p>Materials was weighed down by Nucor Corp - down 8.3% after hitting a record high after posting earnings on Thursday - and Freeport-McMoRan Inc, which slipped 6.8% as investors fretted over how interest rate hikes would impact copper miners.</p><p>The Dow Jones Industrial Average fell 981.36 points, or 2.82%, to 33,811.4, the S&amp;P 500 lost 121.88 points, or 2.77%, to 4,271.78 and the Nasdaq Composite dropped 335.36 points, or 2.55%, to 12,839.29.</p><p>For the week, the Dow dipped 1.9%, the S&amp;P dropped 2.8%, and the Nasdaq declined 3.8%.</p><p>The prospect of a more hawkish Fed has led to a rocky start to the year for equities, with Friday&#39;s sell-off taking declines on both the S&amp;P and Dow since the start of the year beyond 10%.</p><p>The trend is more pronounced in tech and growth shares whose valuations are more vulnerable to rising bond yields. The Nasdaq is down 17.9% in 2022.</p><p>Earnings are due next week for the four biggest U.S. companies by market capitalization: Apple, Microsoft , Amazon and Google parent Alphabet.</p><p>The quartet declined between 2.4% and 4.1% on Friday. Meta Platforms Inc, which also has results on deck for next week, dropped 2.1%, taking its losses in the last three days to 15.3%.</p><p>Investors are worried after streaming giant Netflix Inc&#39;s dismal earnings earlier this week sent shockwaves through big tech and stay-at-home darlings which benefited from pandemic factors such as lockdown measures.</p><p>The volume on U.S. exchanges was 11.66 billion shares, compared with the 11.67 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HCA":"HCA控股",".DJI":"道琼斯","ISRG":"直觉外科公司",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229641491","content_text":"* Healthcare stocks slump on HCA, Intuitive Surgical numbers* Big tech down ahead of earnings next week* Dow posts biggest one-day fall since Oct. 2020* Weekly falls: Dow 1.9%, S&P 2.8%, Nasdaq 3.8%* Indexes down on Friday: Dow 2.82%, S&P 2.77%, Nasdaq 2.55% April 22 (Reuters) - Wall Street tumbled more than 2.5% on Friday, ensuring the three main benchmarks ended in negative territory for the week, as surprise earnings news and increased certainty around aggressive near-term interest rate rises took its toll on investors.It was the third straight week of losses for both the S&P 500 and the Nasdaq, while the Dow Jones posted its fourth weekly decline in a row.For the Dow, its 2.82% drop on Friday was its biggest one-day fall since October 2020.Exaggerated trading swings have become more common recently, as traders adjust to new data points from earnings, as well as when rates will rise again. For the Nasdaq, Friday was the eighth session in April, out of 15 trading days this month, where the index either rose or fell by more than 2%.\"It's not very common, over the course of my time doing this job, for the market to move 2% in either direction and to think 'there's not too much to read into that',\" said Craig Erlam, senior market analyst at OANDA.\"That's not normal, but that's just how things have been for such a long time now.\"Concerns about risks from interest rate hikes continued to reverberate after Federal Reserve Chair Jerome Powell's hawkish pivot on Thursday, where he backed moving more quickly to combat inflation and said a 50-basis-point increase would be \"on the table\" when the Fed meets in May.The idea of \"front-end loading\" the U.S. central bank's retreat from super-easy monetary policy, which Powell articulated support for on Thursday, has also forced traders to re-evaluate how aggressive subsequent rate rises would be.The CBOE Volatility index, also known as Wall Street's fear gauge, jumped on Friday, ending at its highest level since mid-March.Meanwhile, the latest earnings forecasts to jolt investors came from healthcare, with HCA Healthcare and Intuitive Surgical Inc the worst performers on the S&P 500.HCA slumped 21.8% after reporting a downbeat profit view, while other hospital operators felt the contagion: Tenet Healthcare, Community Health Systems and Universal Health Services all tumbled between 14% and 17.9%.Surgical robot maker Intuitive Surgical dropped 14.3% after warning of weaker demand from hospitals due to tighter finances.All 11 major S&P 500 sectors were down, although the 3.6% slip by healthcare was outdone by materials, which was off 3.7%.Materials was weighed down by Nucor Corp - down 8.3% after hitting a record high after posting earnings on Thursday - and Freeport-McMoRan Inc, which slipped 6.8% as investors fretted over how interest rate hikes would impact copper miners.The Dow Jones Industrial Average fell 981.36 points, or 2.82%, to 33,811.4, the S&P 500 lost 121.88 points, or 2.77%, to 4,271.78 and the Nasdaq Composite dropped 335.36 points, or 2.55%, to 12,839.29.For the week, the Dow dipped 1.9%, the S&P dropped 2.8%, and the Nasdaq declined 3.8%.The prospect of a more hawkish Fed has led to a rocky start to the year for equities, with Friday's sell-off taking declines on both the S&P and Dow since the start of the year beyond 10%.The trend is more pronounced in tech and growth shares whose valuations are more vulnerable to rising bond yields. The Nasdaq is down 17.9% in 2022.Earnings are due next week for the four biggest U.S. companies by market capitalization: Apple, Microsoft , Amazon and Google parent Alphabet.The quartet declined between 2.4% and 4.1% on Friday. Meta Platforms Inc, which also has results on deck for next week, dropped 2.1%, taking its losses in the last three days to 15.3%.Investors are worried after streaming giant Netflix Inc's dismal earnings earlier this week sent shockwaves through big tech and stay-at-home darlings which benefited from pandemic factors such as lockdown measures.The volume on U.S. exchanges was 11.66 billion shares, compared with the 11.67 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085908101,"gmtCreate":1650629441987,"gmtModify":1676534766383,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"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/9085908101","repostId":"1111323126","repostType":4,"repost":{"id":"1111323126","pubTimestamp":1650626723,"share":"https://ttm.financial/m/news/1111323126?lang=&edition=fundamental","pubTime":"2022-04-22 19:25","market":"us","language":"en","title":"Novavax Doses Children With Boosters in Late-Stage Trial for COVID-19 Vaccine","url":"https://stock-news.laohu8.com/highlight/detail?id=1111323126","media":"Seeking Alpha","summary":"Novavax (NASDAQ:NVAX) announced on Friday that the company started the administration of the first b","content":"<html><head></head><body><ul><li>Novavax (NASDAQ:NVAX) announced on Friday that the company started the administration of the first booster doses in the pediatric expansion of a late-stage trial being conducted in the U.S. and Mexico for its COVID-19 vaccineNVX-CoV2373.</li><li>The PREVENT-19 trial, involving nearly 30,000 subjects, is one of the two pivotal trials the company is advancing to study NVX-CoV2373.</li><li>Accordingly, the children aged 12 through 17 years will receive a third dose of the protein-based shot at least five months after the administration of the active vaccine.</li><li>The booster dose will be similar to the active vaccine comprising a two-dose regimen of 5 micrograms of recombinant spike protein combined with 50 micrograms of Matrix-M adjuvant.</li><li>The study designed to evaluate the safety and immunogenicity of the third dose in the age group is expected to generate initial results in 2H 2022, the company said.</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>Novavax Doses Children With Boosters in Late-Stage Trial for COVID-19 Vaccine</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\">\nNovavax Doses Children With Boosters in Late-Stage Trial for COVID-19 Vaccine\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-22 19:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3825695-nvax-stock-higher-on-booster-update-for-covid-19-shot-in-children><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Novavax (NASDAQ:NVAX) announced on Friday that the company started the administration of the first booster doses in the pediatric expansion of a late-stage trial being conducted in the U.S. and Mexico...</p>\n\n<a href=\"https://seekingalpha.com/news/3825695-nvax-stock-higher-on-booster-update-for-covid-19-shot-in-children\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"https://seekingalpha.com/news/3825695-nvax-stock-higher-on-booster-update-for-covid-19-shot-in-children","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111323126","content_text":"Novavax (NASDAQ:NVAX) announced on Friday that the company started the administration of the first booster doses in the pediatric expansion of a late-stage trial being conducted in the U.S. and Mexico for its COVID-19 vaccineNVX-CoV2373.The PREVENT-19 trial, involving nearly 30,000 subjects, is one of the two pivotal trials the company is advancing to study NVX-CoV2373.Accordingly, the children aged 12 through 17 years will receive a third dose of the protein-based shot at least five months after the administration of the active vaccine.The booster dose will be similar to the active vaccine comprising a two-dose regimen of 5 micrograms of recombinant spike protein combined with 50 micrograms of Matrix-M adjuvant.The study designed to evaluate the safety and immunogenicity of the third dose in the age group is expected to generate initial results in 2H 2022, the company said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082367587,"gmtCreate":1650525579400,"gmtModify":1676534744813,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082367587","repostId":"1170634901","repostType":4,"repost":{"id":"1170634901","pubTimestamp":1650518300,"share":"https://ttm.financial/m/news/1170634901?lang=&edition=fundamental","pubTime":"2022-04-21 13:18","market":"us","language":"en","title":"If You’re a Rivian Fan, Consider Buying Ford Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=1170634901","media":"investorplace","summary":"Rivian (RIVN) recently got another analyst to cover RIVN stock.The analyst has set a price target below its current share price.Investors might want to buy Ford (F) instead.On April 11, Exane BNP Pari","content":"<html><head></head><body><ul><li>Rivian (RIVN) recently got another analyst to cover RIVN stock.</li><li>The analyst has set a price target below its current share price.</li><li>Investors might want to buy Ford (F) instead.</li></ul><p>On April 11, Exane BNP Paribas initiated coverage of Rivian Automotive (NASDAQ:RIVN) with an “underperform” rating. As for RIVN stock, it has a target price of $35, more than 6% below where it’s currently trading.</p><p>Barron’s contributor Al Root reported the analyst had good and bad things to say about the electric truck and SUV manufacturer. He believes Rivian is the real deal, but the company’s 20% price increase in early March suggests its products are unprofitable.</p><p>Despite relenting, the company’s shares fell on the news. They’ve since stabilized. However, if you’re considering buying RIVN stock, you might want to opt for Ford (NYSE:F) instead. Here’s why.</p><h2>Buying Ford Gives You RIVN Stock</h2><p>If you’ve got your heart set on buying Rivian stock, it’s important to remember that Ford owns 11.4% of the electric vehicle (EV) startup. At Rivian’s current share price, that’s worth $3.8 billion based on 101.95 million shares. When Ford reported its Q4 2021 results in February, the share price at the end of the year was almost three times higher than today.</p><p>For all of 2021, Ford had a mark-to-market gain of $9.1 billion on its Rivian shares. Unless the share price increases in the months ahead, it will finish 2022 with a mark-to-market loss.</p><p>If Ford and Rivian didn’t call off their plans in November to co-develop an EV together, I’d be a lot more comfortable suggesting Big Blue will hang on to its stake. The company invested $500 million in 2019, so it’s seen significant gains despite the 60% decline year-to-date (YTD).</p><p>“As Ford has scaled its own EV strategy and demand for Rivian vehicles has grown, we’ve mutually decided to focus on our own projects and deliveries. Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future,” CNBC reported the company said in an emailed statement.</p><p>My guess is Ford will take some of its chips off the table in the next couple of quarters, hanging on to about 6% to keep its options open.</p><h2>The F-150 EV Lightning Versus Rivian’s R1T</h2><p>The official launch of the Ford-150 Lightning is on April 26. That is the day CEO Bill Farley takes a victory lap for delivering on the company’s 2019 promise to build an electric version of the iconic vehicle.</p><p>At a starting price under $40,000, America’s favorite pickup truck will become even more popular. It’s sold out for 2022 with more than 200,000 reservations. However, with Ford only making 150,000 per year, if you’re not on the list, don’t expect a vehicle delivery until 2023 or 2024.</p><p>Rivian brings to the competition its R1T pickup truck. While it’s interesting to look at, the electric version of the F-150 has a range of up to 320 miles, six miles more than the R1T. Furthermore, the R1T comes with a starting price of almost $80,000, twice the starting price for the F-150.</p><p>Another big negative against Rivian stock is the big about-face it was forced to make in early March when it tried to raise prices on its vehicles. The company was prepared to raise prices across the board until its reservation holders starting canceling their preorders due to the $12,000 increase.</p><p>Due to the backlash, Rivian reversed its decision. Anyone who preordered and canceled was able to get back on the list without paying the extra amount. However, the move tarnished the company’s reputation for transparency and trust. That, ultimately, could reduce the 55,400 preorder backlog as it ratchets up production.</p><p>In the end, Ford has four times the reservations Rivian has. That doesn’t bode well for its future competition with Big Blue.</p><h2>Buy Ford and RIVN Stock if It Sells</h2><p>Compared to Rivian’s 63% decline in 2022, Ford’s 26% drop doesn’t seem nearly as bad. It could be worse. Detroit rival General Motors (NYSE:GM) is down 31% YTD.</p><p>The simple reality is Rivian is still valued at $36.6 billion because it’s a pure-play EV maker. Ford can’t match that kind of appeal. But with recession shock setting in, owning F stock, which is expected to generate as much as $6.5 billion in free cash flow in 2022, is more appealing. The discrete play is to buy Ford and benefit indirectly from any gains RIVN stock can make over the year.</p><p>In addition to the electric version of the F-150, Ford has also stopped taking orders for the Mustang Mach E. That’s a problem every CEO wants. However, once the kinks in the supply chain get worked out, Ford will become a free cash flow gusher.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You’re a Rivian Fan, Consider Buying Ford Instead</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\">\nIf You’re a Rivian Fan, Consider Buying Ford Instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-21 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/if-youre-a-rivian-fan-consider-buying-ford-instead/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rivian (RIVN) recently got another analyst to cover RIVN stock.The analyst has set a price target below its current share price.Investors might want to buy Ford (F) instead.On April 11, Exane BNP ...</p>\n\n<a href=\"https://investorplace.com/2022/04/if-youre-a-rivian-fan-consider-buying-ford-instead/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","F":"福特汽车"},"source_url":"https://investorplace.com/2022/04/if-youre-a-rivian-fan-consider-buying-ford-instead/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170634901","content_text":"Rivian (RIVN) recently got another analyst to cover RIVN stock.The analyst has set a price target below its current share price.Investors might want to buy Ford (F) instead.On April 11, Exane BNP Paribas initiated coverage of Rivian Automotive (NASDAQ:RIVN) with an “underperform” rating. As for RIVN stock, it has a target price of $35, more than 6% below where it’s currently trading.Barron’s contributor Al Root reported the analyst had good and bad things to say about the electric truck and SUV manufacturer. He believes Rivian is the real deal, but the company’s 20% price increase in early March suggests its products are unprofitable.Despite relenting, the company’s shares fell on the news. They’ve since stabilized. However, if you’re considering buying RIVN stock, you might want to opt for Ford (NYSE:F) instead. Here’s why.Buying Ford Gives You RIVN StockIf you’ve got your heart set on buying Rivian stock, it’s important to remember that Ford owns 11.4% of the electric vehicle (EV) startup. At Rivian’s current share price, that’s worth $3.8 billion based on 101.95 million shares. When Ford reported its Q4 2021 results in February, the share price at the end of the year was almost three times higher than today.For all of 2021, Ford had a mark-to-market gain of $9.1 billion on its Rivian shares. Unless the share price increases in the months ahead, it will finish 2022 with a mark-to-market loss.If Ford and Rivian didn’t call off their plans in November to co-develop an EV together, I’d be a lot more comfortable suggesting Big Blue will hang on to its stake. The company invested $500 million in 2019, so it’s seen significant gains despite the 60% decline year-to-date (YTD).“As Ford has scaled its own EV strategy and demand for Rivian vehicles has grown, we’ve mutually decided to focus on our own projects and deliveries. Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future,” CNBC reported the company said in an emailed statement.My guess is Ford will take some of its chips off the table in the next couple of quarters, hanging on to about 6% to keep its options open.The F-150 EV Lightning Versus Rivian’s R1TThe official launch of the Ford-150 Lightning is on April 26. That is the day CEO Bill Farley takes a victory lap for delivering on the company’s 2019 promise to build an electric version of the iconic vehicle.At a starting price under $40,000, America’s favorite pickup truck will become even more popular. It’s sold out for 2022 with more than 200,000 reservations. However, with Ford only making 150,000 per year, if you’re not on the list, don’t expect a vehicle delivery until 2023 or 2024.Rivian brings to the competition its R1T pickup truck. While it’s interesting to look at, the electric version of the F-150 has a range of up to 320 miles, six miles more than the R1T. Furthermore, the R1T comes with a starting price of almost $80,000, twice the starting price for the F-150.Another big negative against Rivian stock is the big about-face it was forced to make in early March when it tried to raise prices on its vehicles. The company was prepared to raise prices across the board until its reservation holders starting canceling their preorders due to the $12,000 increase.Due to the backlash, Rivian reversed its decision. Anyone who preordered and canceled was able to get back on the list without paying the extra amount. However, the move tarnished the company’s reputation for transparency and trust. That, ultimately, could reduce the 55,400 preorder backlog as it ratchets up production.In the end, Ford has four times the reservations Rivian has. That doesn’t bode well for its future competition with Big Blue.Buy Ford and RIVN Stock if It SellsCompared to Rivian’s 63% decline in 2022, Ford’s 26% drop doesn’t seem nearly as bad. It could be worse. Detroit rival General Motors (NYSE:GM) is down 31% YTD.The simple reality is Rivian is still valued at $36.6 billion because it’s a pure-play EV maker. Ford can’t match that kind of appeal. But with recession shock setting in, owning F stock, which is expected to generate as much as $6.5 billion in free cash flow in 2022, is more appealing. The discrete play is to buy Ford and benefit indirectly from any gains RIVN stock can make over the year.In addition to the electric version of the F-150, Ford has also stopped taking orders for the Mustang Mach E. That’s a problem every CEO wants. However, once the kinks in the supply chain get worked out, Ford will become a free cash flow gusher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086004222,"gmtCreate":1650394432959,"gmtModify":1676534712101,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Tough","listText":"Tough","text":"Tough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086004222","repostId":"1134362695","repostType":4,"repost":{"id":"1134362695","pubTimestamp":1650382064,"share":"https://ttm.financial/m/news/1134362695?lang=&edition=fundamental","pubTime":"2022-04-19 23:27","market":"us","language":"en","title":"Alibaba: 3 Reasons To Sell In May And Go Away","url":"https://stock-news.laohu8.com/highlight/detail?id=1134362695","media":"Seeking Alpha","summary":"SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where BABA delivers on its shareholder's high growth expectations.Charlie Munger sold ","content":"<html><head></head><body><p>Summary</p><ul><li>Alibaba is heading towards disastrous quarterly and end-of-year results in May. I can&#39;t imagine a scenario where BABA delivers on its shareholder&#39;s high growth expectations.</li><li>Charlie Munger sold half of his BABA shares, sensing the rough patch ahead.</li><li>BABA&#39;s volatility will sure test the loyalty of Softbank, BABA&#39;s largest shareholder.</li></ul><p>Executive Summary</p><p>This year, Alibaba Group Holding Limited (NYSE:BABA) faces multiple revenue headwinds hampering its growth prospects. Management&#39;s growth initiatives have long-run potential but are too small to make a meaningful difference in the short and medium run. Alibaba&#39;s growth-oriented shareholder base will exacerbate a volatile market reaction over what we see as a disappointing earnings release in May.</p><p>Investment Thesis</p><p>News of Charlie Mungersellingsignificant portions of his Alibaba position doesn&#39;t come as a surprise. My last two articles offered a rebuttal of The Daily Journal (DJCO) mogul&#39;s investment thesis touting Alibaba&#39;s shares on news media, citing competitive advantage, growth, and &#34;value for the dollar invested.&#34; Hearing him, I realized that his investment thesis needed updating and, more importantly, how oblivious Alibaba&#39;s investors are to its new realities.</p><p>Until recently, Alibaba abused its market position to force merchants to sign exclusivity agreements, prohibiting them from marketing products on other platforms. What Charlie Munger thought was &#34;competitive advantage&#34; is, to a large extent, a monopoly that has come to an end after a brutal corruption and regulatory crackdown.</p><p>Munger also mentions a &#34;higher value of a dollar invested&#34; in Alibaba than its US and European counterparts. This hypothesis was true six months ago, but today, there are many western tech companies trading at discounts after the growth-to-value rotation.</p><p>Finally, the growth argument is also no longer helpful because of a maturing core segment and the low revenue base of growth drivers such as Cloud and the international market. The Q3 (December quarter) mediocre revenue growth mirrors these dynamics.</p><p>Revenue Trends</p><p>Alibaba investors should prepare for volatile quarterly results this May. Realizing the rough patch ahead, Munger shrank his position, and you should consider doing the same. As always, be careful using leverage. Contrary to popular opinion, Alibaba is not necessarily at the bottom.</p><p>Last month, growth-hungry shareholders weren&#39;t kind to the ticker after disappointing topline results, pushing shares to multi-year lows. Regardless of how much data and price multiples support your hypothesis, nothing can prevent shares from dipping again. Market prices are determined by supply and demand, and I believe there is a discrepancy between what Alibaba can deliver and what its shareholders expect in terms of growth.</p><p>The company faces three main headwinds:</p><ol><li>Macro-economic challenges</li><li>Maturing Chinese Market</li><li>Rising Competition</li></ol><p>The zero-COVID policy is squeezing China consumers, dragging down consumer confidence. Google &#34;China Lockdown,&#34; and you&#39;ll find chilling videos of desperate Chinese citizens struggling with lockdowns. In this video, Shanghai residents are heard screaming from their balconies in protest of the lockdowns, and they don&#39;t seem in the mood for shopping on Alibaba. Instead, they appear more concerned about increasing prices, lack of income, depleting savings, food shortages, and inadequate food rations. The economic environment is not accommodative for Alibaba to meet Wall Street&#39;s 33% 2022 revenue growth expectations.</p><p><img src=\"https://static.tigerbbs.com/59845a06664129959a3d7afc696f959b\" tg-width=\"640\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>Alibaba Revenue Estimates(Seeking Alpha)</p><p>Alibaba&#39;s macroeconomic challenges are the least of its troubles. One might argue that business cycles are temporary, similar to COVID policies, despite their short-term impact on this year&#39;s revenue. This would make a solid contrarian strategy, especially for those with a stomach to sit on losses for long periods of time, if it wasn&#39;t for the fundamental, long-term revenue disruption impacting Alibaba.</p><p>The China e-commerce &#34;CEC&#34; segment constitutes 70% of Alibaba&#39;s revenue. Annual active users now stand at 937 million against a total population of 1.4 billion, with 260 million below the age of 15, pointing to a saturated market. Last quarter, CEC grew 7%, a disappointing figure given it includes inorganic growth from the Sun Art acquisition, mirroring demographic challenges facing its core segment.</p><p>Management is trying to find growth in rural China. However, sales data from its competitor, Pinduoduo Inc. (PDD), which focuses on this market and posts 900 million annual active users, points to a weak purchasing power that is not enough to create meaningful growth.</p><p>The same goes for cloud computing and international markets, which, together with rural China expansion, represent the company&#39;s official growth strategy. The Cloud and International Segment represent 8% and 7% of total revenue. For these segments to compensate for a 10% decrease in core operations, both need to grow by 50% just for revenue to remain constant, still a hard-to-swallow proposition for a growth-hungry shareholder base.</p><p>I don&#39;t believe that those buying the dip had enough time to analyze and study the company&#39;s revenue trends and drivers. Alibaba&#39;s fall was abrupt, accelerated by a brutal anti-monopoly crackdown that permanently changed the IT competitive landscape in favor of smaller peers. While new investors are showing courage in buying the dip, management is terrified, as reflected in merchant subsidies, which dragged net income 74% last quarter in an unsustainable attempt to maintain revenue and users.</p><p>Cash Flow And Share Buybacks</p><p>Fundamentally, Alibaba&#39;s business model is sound, generating lucrative, scalable operating cash flows that encouraged the e-commerce giant to extend a share buyback program last month. Alibaba&#39;s challenges stem from its inability to manage investors&#39; expectations. Historically, Alibaba attracted a growth-oriented shareholder base, and now that its core operations are maturing, management is finding it hard to communicate its transitionary state to shareholders. Investor presentations still market Alibaba as a growth company.</p><p>The problem is that many are falling for it. A few weeks ago, Kevin O&#39;Leary was touting his new Alibaba position, citing the growth potential of Chinese tech. Munger and O&#39;Leary are representative of this growth-hungry shareholder base.</p><p>How Loyal Is Softbank</p><p>SoftBank Group (OTCPK:SFTBY) owns about a third of Alibaba&#39;s share, rendering the Japanese financial giant its largest shareholder. Softbank is known for its risk-taking and support for emerging tech companies. However, its participation in early capital-raising cycles means the dollar-average price of its position is far less than ordinary investors. For example, in FQ4 2021, Softbank reported a $558 million gain on selling some Alibaba shares, despite the ticker&#39;s selloff.</p><p>Softbank is facing renewed capitalization issues. The Japanese lender might be forced to sell Alibaba stock, especially if shares tumble further after a potentially disappointing earnings release. One thing is for sure, and the current situation is testing Softbank&#39;s loyalty to Alibaba.</p><p>Summary</p><p>Alibaba is heading towards disastrous quarterly and end-of-year results in May. I can&#39;t imagine a scenario where Alibaba delivers on its shareholder&#39;s high growth expectations. The Chinese economy, where Alibaba generates most of its income, struggles with rising COVID cases and rigid lockdown rules. The timing couldn&#39;t be worse for Alibaba, currently toiling with new regulations that stripped it from its &#34;competitive advantage.&#34; The core segment, i.e., China e-commerce, has reached maturity with 973 million users.</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: 3 Reasons To Sell In May And Go Away</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: 3 Reasons To Sell In May And Go Away\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502007-alibaba-3-reasons-to-sell-in-may-and-go-away><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where BABA delivers on its shareholder's high growth expectations.Charlie Munger sold ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502007-alibaba-3-reasons-to-sell-in-may-and-go-away\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4502007-alibaba-3-reasons-to-sell-in-may-and-go-away","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134362695","content_text":"SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where BABA delivers on its shareholder's high growth expectations.Charlie Munger sold half of his BABA shares, sensing the rough patch ahead.BABA's volatility will sure test the loyalty of Softbank, BABA's largest shareholder.Executive SummaryThis year, Alibaba Group Holding Limited (NYSE:BABA) faces multiple revenue headwinds hampering its growth prospects. Management's growth initiatives have long-run potential but are too small to make a meaningful difference in the short and medium run. Alibaba's growth-oriented shareholder base will exacerbate a volatile market reaction over what we see as a disappointing earnings release in May.Investment ThesisNews of Charlie Mungersellingsignificant portions of his Alibaba position doesn't come as a surprise. My last two articles offered a rebuttal of The Daily Journal (DJCO) mogul's investment thesis touting Alibaba's shares on news media, citing competitive advantage, growth, and \"value for the dollar invested.\" Hearing him, I realized that his investment thesis needed updating and, more importantly, how oblivious Alibaba's investors are to its new realities.Until recently, Alibaba abused its market position to force merchants to sign exclusivity agreements, prohibiting them from marketing products on other platforms. What Charlie Munger thought was \"competitive advantage\" is, to a large extent, a monopoly that has come to an end after a brutal corruption and regulatory crackdown.Munger also mentions a \"higher value of a dollar invested\" in Alibaba than its US and European counterparts. This hypothesis was true six months ago, but today, there are many western tech companies trading at discounts after the growth-to-value rotation.Finally, the growth argument is also no longer helpful because of a maturing core segment and the low revenue base of growth drivers such as Cloud and the international market. The Q3 (December quarter) mediocre revenue growth mirrors these dynamics.Revenue TrendsAlibaba investors should prepare for volatile quarterly results this May. Realizing the rough patch ahead, Munger shrank his position, and you should consider doing the same. As always, be careful using leverage. Contrary to popular opinion, Alibaba is not necessarily at the bottom.Last month, growth-hungry shareholders weren't kind to the ticker after disappointing topline results, pushing shares to multi-year lows. Regardless of how much data and price multiples support your hypothesis, nothing can prevent shares from dipping again. Market prices are determined by supply and demand, and I believe there is a discrepancy between what Alibaba can deliver and what its shareholders expect in terms of growth.The company faces three main headwinds:Macro-economic challengesMaturing Chinese MarketRising CompetitionThe zero-COVID policy is squeezing China consumers, dragging down consumer confidence. Google \"China Lockdown,\" and you'll find chilling videos of desperate Chinese citizens struggling with lockdowns. In this video, Shanghai residents are heard screaming from their balconies in protest of the lockdowns, and they don't seem in the mood for shopping on Alibaba. Instead, they appear more concerned about increasing prices, lack of income, depleting savings, food shortages, and inadequate food rations. The economic environment is not accommodative for Alibaba to meet Wall Street's 33% 2022 revenue growth expectations.Alibaba Revenue Estimates(Seeking Alpha)Alibaba's macroeconomic challenges are the least of its troubles. One might argue that business cycles are temporary, similar to COVID policies, despite their short-term impact on this year's revenue. This would make a solid contrarian strategy, especially for those with a stomach to sit on losses for long periods of time, if it wasn't for the fundamental, long-term revenue disruption impacting Alibaba.The China e-commerce \"CEC\" segment constitutes 70% of Alibaba's revenue. Annual active users now stand at 937 million against a total population of 1.4 billion, with 260 million below the age of 15, pointing to a saturated market. Last quarter, CEC grew 7%, a disappointing figure given it includes inorganic growth from the Sun Art acquisition, mirroring demographic challenges facing its core segment.Management is trying to find growth in rural China. However, sales data from its competitor, Pinduoduo Inc. (PDD), which focuses on this market and posts 900 million annual active users, points to a weak purchasing power that is not enough to create meaningful growth.The same goes for cloud computing and international markets, which, together with rural China expansion, represent the company's official growth strategy. The Cloud and International Segment represent 8% and 7% of total revenue. For these segments to compensate for a 10% decrease in core operations, both need to grow by 50% just for revenue to remain constant, still a hard-to-swallow proposition for a growth-hungry shareholder base.I don't believe that those buying the dip had enough time to analyze and study the company's revenue trends and drivers. Alibaba's fall was abrupt, accelerated by a brutal anti-monopoly crackdown that permanently changed the IT competitive landscape in favor of smaller peers. While new investors are showing courage in buying the dip, management is terrified, as reflected in merchant subsidies, which dragged net income 74% last quarter in an unsustainable attempt to maintain revenue and users.Cash Flow And Share BuybacksFundamentally, Alibaba's business model is sound, generating lucrative, scalable operating cash flows that encouraged the e-commerce giant to extend a share buyback program last month. Alibaba's challenges stem from its inability to manage investors' expectations. Historically, Alibaba attracted a growth-oriented shareholder base, and now that its core operations are maturing, management is finding it hard to communicate its transitionary state to shareholders. Investor presentations still market Alibaba as a growth company.The problem is that many are falling for it. A few weeks ago, Kevin O'Leary was touting his new Alibaba position, citing the growth potential of Chinese tech. Munger and O'Leary are representative of this growth-hungry shareholder base.How Loyal Is SoftbankSoftBank Group (OTCPK:SFTBY) owns about a third of Alibaba's share, rendering the Japanese financial giant its largest shareholder. Softbank is known for its risk-taking and support for emerging tech companies. However, its participation in early capital-raising cycles means the dollar-average price of its position is far less than ordinary investors. For example, in FQ4 2021, Softbank reported a $558 million gain on selling some Alibaba shares, despite the ticker's selloff.Softbank is facing renewed capitalization issues. The Japanese lender might be forced to sell Alibaba stock, especially if shares tumble further after a potentially disappointing earnings release. One thing is for sure, and the current situation is testing Softbank's loyalty to Alibaba.SummaryAlibaba is heading towards disastrous quarterly and end-of-year results in May. I can't imagine a scenario where Alibaba delivers on its shareholder's high growth expectations. The Chinese economy, where Alibaba generates most of its income, struggles with rising COVID cases and rigid lockdown rules. The timing couldn't be worse for Alibaba, currently toiling with new regulations that stripped it from its \"competitive advantage.\" The core segment, i.e., China e-commerce, has reached maturity with 973 million users.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088977228,"gmtCreate":1650311097843,"gmtModify":1676534691637,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"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/9088977228","repostId":"1152635116","repostType":4,"repost":{"id":"1152635116","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":1650295415,"share":"https://ttm.financial/m/news/1152635116?lang=&edition=fundamental","pubTime":"2022-04-18 23:23","market":"us","language":"en","title":"U.S. Stocks Mixed in Morning Trading, Dow Jones and S&P 500 Turned Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1152635116","media":"Tiger Newspress","summary":"U.S. stocks mixed in morning trading.Dow Jones, S&P 500 rose 0.09% and 0.01% separately,while Nasdaq","content":"<html><head></head><body><p>U.S. stocks mixed in morning trading.Dow Jones, S&amp;P 500 rose 0.09% and 0.01% separately,while Nasdaq slid 0.22%.<img src=\"https://static.tigerbbs.com/3520b55fe7e5bb20088f54d7a6f890e3\" tg-width=\"515\" tg-height=\"116\" 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>U.S. Stocks Mixed in Morning Trading, Dow Jones and S&P 500 Turned Up</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Mixed in Morning Trading, Dow Jones and S&P 500 Turned Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-18 23:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks mixed in morning trading.Dow Jones, S&amp;P 500 rose 0.09% and 0.01% separately,while Nasdaq slid 0.22%.<img src=\"https://static.tigerbbs.com/3520b55fe7e5bb20088f54d7a6f890e3\" tg-width=\"515\" tg-height=\"116\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152635116","content_text":"U.S. stocks mixed in morning trading.Dow Jones, S&P 500 rose 0.09% and 0.01% separately,while Nasdaq slid 0.22%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083543640,"gmtCreate":1650151912124,"gmtModify":1676534655280,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Tough","listText":"Tough","text":"Tough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083543640","repostId":"2227607209","repostType":4,"repost":{"id":"2227607209","pubTimestamp":1650066145,"share":"https://ttm.financial/m/news/2227607209?lang=&edition=fundamental","pubTime":"2022-04-16 07:42","market":"us","language":"en","title":"3 Risky Stocks With Huge Potential Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2227607209","media":"Motley Fool","summary":"Why risk-tolerant investors want to own Shopify, Silvergate Capital, and Pieris Pharmaceuticals.","content":"<html><head></head><body><p>Many people only want to own &#34;safe,&#34; &#34;mature,&#34; or &#34;boring&#34; stocks, and they ignore the opportunities in the risky side of the stock universe. What this does is create a pool of risky stocks with huge potential upside. And often these stocks can be bought relatively cheaply, which makes the risk/reward ratio very attractive.</p><p>The stock market tries its best to value these investments. And it often fails, miserably. That&#39;s why these stocks can be so incredibly volatile. But if you can withstand the volatility, small investments in risky equities can reward you greatly. Here&#39;s why risk-tolerant investors might want to consider shares of <b>Pieris Pharmaceuticals </b>( PIRS), <b><a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a> </b>( SI ), and <b>Shopify </b>( SHOP ).</p><p><img src=\"https://static.tigerbbs.com/97b9c42e1060ca907388e58b20846552\" tg-width=\"700\" tg-height=\"546\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><h2>1. Shopify is somewhat risky</h2><p>Shopify is my favorite stock. It&#39;s a no-brainer. The company has 63% profit margins, and revenues are jumping 41%. I&#39;ve been in love with Shopify since <b>Amazon</b> ( AMZN -2.46% ) tried to compete with them -- and gave up. Shopify is the back-end solution that every mom-and-pop retailer who wants to engage in internet commerce needs.</p><p>What&#39;s the risk to buying Shopify? The stock might get cheaper in the short term. So the risk here is a valuation risk. Shopify trades for 26 times its earnings. A year ago the company was trading for 400 times its earnings. So right now the market is incredibly negative on Shopify. The stock is down 63% in five months. That&#39;s a crash, my friends.</p><p><img src=\"https://static.tigerbbs.com/7220cd5bb20f51110b05049d5d5b9e5c\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>SHOP data by YCharts</p><p>One &#34;red flag&#34; for Shopify is that the company is investing aggressively in its business, building out warehouses so that internet retailers can subscribe to its offerings and provide Amazon-like service. The internet transformation of our economy is the major trend of my investing lifetime.</p><p>While Shopify&#39;s profit margins will likely take a hit over the next few years, it should cement its lead in this space, giving the company a powerful advantage as its technology becomes more and more essential in internet commerce. Don&#39;t worry about the volatility. This is an amazing business, and it&#39;s on sale right now.</p><h2>2. Silvergate Capital is risky</h2><p>Silvergate Capital, like Shopify, is a very profitable company. This is surprising. Often, if a company is growing revenues by 85% from a year ago, you might expect it to be spending money hand over fist in order to achieve that speed. For instance, <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> </b>has no profits, <b>MongoDB </b>has no profits, and <b>Okta </b>has no profits.</p><p>Yet, here is Silvergate Capital with 45% profit margins. Silvergate pulls this off because it&#39;s not a tech stock but a fintech stock with an emphasis on &#34;financial.&#34; Silvergate Capital is a <i>bank</i>. Many years ago, Silvergate made a risky bet on a new phenomenon called cryptocurrency. The bank wanted to land the new crypto-trading exchanges like <b>Coinbase</b> and Gemini as clients of the bank. So Silvergate tried to solve the pain points these exchanges were having.</p><p>Specifically, crypto trades 24/7. And yet at the time, no banking system could keep up with that schedule. So Silvergate invested in and built out the Silvergate Exchange Network (SEN), a private exchange that allows for bank transfers of dollars regardless of the time of day.</p><p>This gamble paid off. The SEN was a huge hit. As <b>Bitcoin </b>( BTC 1.35% ) and other cryptocurrencies skyrocketed, more and more of these exchanges needed a banking partner. Demand was so high that Silvergate ultimately closed down its traditional banking business and focused on this new crypto market. At the end of 2021, Silvergate had 1,381 banking clients that were made up of the crypto-trading exchanges and institutions interested in this new asset class. Silvergate also had $14.3 billion in deposits, up from $5.2 billion from the prior year.</p><p>In my opinion, the risk for Silvergate from larger banks is minimal. It&#39;s in the catbird seat right now and has earned the trust of its banking clients over almost a decade of service. So what makes this a risky stock? At a macro level, we don&#39;t know what will happen with the crypto universe and how big (or how small) it might become. So that risk remains. But if you want to minimize your risk while profiting from the rise of crypto, Silvergate is arguably the best place to start.</p><h2>3. Pieris Pharma is super risky</h2><p>Unlike Shopify and Silvergate, Pieris has no earnings. It&#39;s a biotech without any drugs on the market. This is actually common in the biotech universe, particularly among small-caps and micro-caps. Every year it seems like the biggest loser in my stock portfolio on a percentage basis is a biotech with bad news.</p><p>So why invest here? Well, sometimes a calculated risk pays off, like my investment in <b>Novavax </b>( NVAX -5.82% ) at $7 (and a double-down at $4). That biotech went on to spike to $330 a share.  I&#39;m invested in Pieris in an attempt to duplicate my Novavax success. Pieris, like Novavax in 2019, is a stock that could go to nothing. So my investment here is tiny (under 1% of my investing assets). But the potential upside is vast.</p><p>Pieris owns the rights to an entire new class of pharmaceuticals called Anticalins. These are protein therapeutics that are similar to antibodies, but  eight times smaller -- so they can go places antibodies can&#39;t reach. For instance, Pieris has an asthma drug candidate that&#39;s similar to an antibody treatment. But since it&#39;s so tiny, the Pieris molecule can reach the lung directly -- something antibodies can&#39;t do.</p><p>Pieris has collaboration agreements with <b>Roche</b>, <b>AstraZeneca</b> ( AZN 0.12% ), and <b>Seagen </b>( SGEN 1.55% ). And those drug companies have made upfront payments to Pieris to acquire rights in some of the biotech&#39;s most advanced drugs. Big Pharma is paying for the early clinical trials, and if the drugs achieve certain milestones, the payouts increase.</p><p>If Pieris hits all of the milestones in these three contracts, the company will have a windfall of $8 billion. For a tiny micro-cap, that&#39;s a huge upside. (And that doesn&#39;t include any future royalty payments.) But what&#39;s really exciting is that Pieris owns the entire library of Anticalin molecules, 100 billion of them. If any of these molecules are successful, then we might see Anticalins start to take a significant chunk of the antibody market (roughly a $145 billion market).</p><p>Right now, the stock market is assuming Pieris&#39; drugs will fail. So the biotech has a minuscule market cap of $229 million. But what if the biotech beats the odds and its Big Pharma partners report any success? The potential upside is phenomenal. We should know more as Pieris reports phase 2 efficacy data later this year.</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 Risky Stocks With Huge Potential Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Risky Stocks With Huge Potential Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-16 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/15/3-risky-stocks-with-huge-potential-upside/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Many people only want to own \"safe,\" \"mature,\" or \"boring\" stocks, and they ignore the opportunities in the risky side of the stock universe. What this does is create a pool of risky stocks with huge ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/15/3-risky-stocks-with-huge-potential-upside/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4116":"互联网服务与基础架构","BK4568":"美国抗疫概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","NVAX":"诺瓦瓦克斯医药","BK4559":"巴菲特持仓","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","BK4538":"云计算","BK4554":"元宇宙及AR概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","AMZN":"亚马逊","SHOP":"Shopify Inc","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股"},"source_url":"https://www.fool.com/investing/2022/04/15/3-risky-stocks-with-huge-potential-upside/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227607209","content_text":"Many people only want to own \"safe,\" \"mature,\" or \"boring\" stocks, and they ignore the opportunities in the risky side of the stock universe. What this does is create a pool of risky stocks with huge potential upside. And often these stocks can be bought relatively cheaply, which makes the risk/reward ratio very attractive.The stock market tries its best to value these investments. And it often fails, miserably. That's why these stocks can be so incredibly volatile. But if you can withstand the volatility, small investments in risky equities can reward you greatly. Here's why risk-tolerant investors might want to consider shares of Pieris Pharmaceuticals ( PIRS), Silvergate Capital ( SI ), and Shopify ( SHOP ).Image source: Getty Images.1. Shopify is somewhat riskyShopify is my favorite stock. It's a no-brainer. The company has 63% profit margins, and revenues are jumping 41%. I've been in love with Shopify since Amazon ( AMZN -2.46% ) tried to compete with them -- and gave up. Shopify is the back-end solution that every mom-and-pop retailer who wants to engage in internet commerce needs.What's the risk to buying Shopify? The stock might get cheaper in the short term. So the risk here is a valuation risk. Shopify trades for 26 times its earnings. A year ago the company was trading for 400 times its earnings. So right now the market is incredibly negative on Shopify. The stock is down 63% in five months. That's a crash, my friends.SHOP data by YChartsOne \"red flag\" for Shopify is that the company is investing aggressively in its business, building out warehouses so that internet retailers can subscribe to its offerings and provide Amazon-like service. The internet transformation of our economy is the major trend of my investing lifetime.While Shopify's profit margins will likely take a hit over the next few years, it should cement its lead in this space, giving the company a powerful advantage as its technology becomes more and more essential in internet commerce. Don't worry about the volatility. This is an amazing business, and it's on sale right now.2. Silvergate Capital is riskySilvergate Capital, like Shopify, is a very profitable company. This is surprising. Often, if a company is growing revenues by 85% from a year ago, you might expect it to be spending money hand over fist in order to achieve that speed. For instance, Snowflake has no profits, MongoDB has no profits, and Okta has no profits.Yet, here is Silvergate Capital with 45% profit margins. Silvergate pulls this off because it's not a tech stock but a fintech stock with an emphasis on \"financial.\" Silvergate Capital is a bank. Many years ago, Silvergate made a risky bet on a new phenomenon called cryptocurrency. The bank wanted to land the new crypto-trading exchanges like Coinbase and Gemini as clients of the bank. So Silvergate tried to solve the pain points these exchanges were having.Specifically, crypto trades 24/7. And yet at the time, no banking system could keep up with that schedule. So Silvergate invested in and built out the Silvergate Exchange Network (SEN), a private exchange that allows for bank transfers of dollars regardless of the time of day.This gamble paid off. The SEN was a huge hit. As Bitcoin ( BTC 1.35% ) and other cryptocurrencies skyrocketed, more and more of these exchanges needed a banking partner. Demand was so high that Silvergate ultimately closed down its traditional banking business and focused on this new crypto market. At the end of 2021, Silvergate had 1,381 banking clients that were made up of the crypto-trading exchanges and institutions interested in this new asset class. Silvergate also had $14.3 billion in deposits, up from $5.2 billion from the prior year.In my opinion, the risk for Silvergate from larger banks is minimal. It's in the catbird seat right now and has earned the trust of its banking clients over almost a decade of service. So what makes this a risky stock? At a macro level, we don't know what will happen with the crypto universe and how big (or how small) it might become. So that risk remains. But if you want to minimize your risk while profiting from the rise of crypto, Silvergate is arguably the best place to start.3. Pieris Pharma is super riskyUnlike Shopify and Silvergate, Pieris has no earnings. It's a biotech without any drugs on the market. This is actually common in the biotech universe, particularly among small-caps and micro-caps. Every year it seems like the biggest loser in my stock portfolio on a percentage basis is a biotech with bad news.So why invest here? Well, sometimes a calculated risk pays off, like my investment in Novavax ( NVAX -5.82% ) at $7 (and a double-down at $4). That biotech went on to spike to $330 a share.  I'm invested in Pieris in an attempt to duplicate my Novavax success. Pieris, like Novavax in 2019, is a stock that could go to nothing. So my investment here is tiny (under 1% of my investing assets). But the potential upside is vast.Pieris owns the rights to an entire new class of pharmaceuticals called Anticalins. These are protein therapeutics that are similar to antibodies, but  eight times smaller -- so they can go places antibodies can't reach. For instance, Pieris has an asthma drug candidate that's similar to an antibody treatment. But since it's so tiny, the Pieris molecule can reach the lung directly -- something antibodies can't do.Pieris has collaboration agreements with Roche, AstraZeneca ( AZN 0.12% ), and Seagen ( SGEN 1.55% ). And those drug companies have made upfront payments to Pieris to acquire rights in some of the biotech's most advanced drugs. Big Pharma is paying for the early clinical trials, and if the drugs achieve certain milestones, the payouts increase.If Pieris hits all of the milestones in these three contracts, the company will have a windfall of $8 billion. For a tiny micro-cap, that's a huge upside. (And that doesn't include any future royalty payments.) But what's really exciting is that Pieris owns the entire library of Anticalin molecules, 100 billion of them. If any of these molecules are successful, then we might see Anticalins start to take a significant chunk of the antibody market (roughly a $145 billion market).Right now, the stock market is assuming Pieris' drugs will fail. So the biotech has a minuscule market cap of $229 million. But what if the biotech beats the odds and its Big Pharma partners report any success? The potential upside is phenomenal. We should know more as Pieris reports phase 2 efficacy data later this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":124108957,"gmtCreate":1624751099579,"gmtModify":1703844308162,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"title":"Tesla Has Disrupted the Auto Industry. What's Next?","htmlText":"In the past year, Elon Musk has declared himself Technoking of Tesla and Imperator of Mars. Under his guidance, Tesla has bought and sold Bitcoin. It also began accepting Bitcoin as payment, and then stopped doing so. Tesla's CEO has run into more trouble with the SEC over his tweeting habits, too.Tesla stock, however, is up more than 200% in the past 12 months, making the company the world's most valuable auto maker. What's more, Musk's space-exploration and technology company, SpaceX, is now the fifth most valuable aerospace and defense franchise in the world. SpaceX's value has increased as the company delivers more astronauts to the International Space Station and more of its Starlink satellites into low Earth orbit. SpaceX plans to offer space-based high-speed internet across the glob","listText":"In the past year, Elon Musk has declared himself Technoking of Tesla and Imperator of Mars. Under his guidance, Tesla has bought and sold Bitcoin. It also began accepting Bitcoin as payment, and then stopped doing so. Tesla's CEO has run into more trouble with the SEC over his tweeting habits, too.Tesla stock, however, is up more than 200% in the past 12 months, making the company the world's most valuable auto maker. What's more, Musk's space-exploration and technology company, SpaceX, is now the fifth most valuable aerospace and defense franchise in the world. SpaceX's value has increased as the company delivers more astronauts to the International Space Station and more of its Starlink satellites into low Earth orbit. SpaceX plans to offer space-based high-speed internet across the glob","text":"In the past year, Elon Musk has declared himself Technoking of Tesla and Imperator of Mars. Under his guidance, Tesla has bought and sold Bitcoin. It also began accepting Bitcoin as payment, and then stopped doing so. Tesla's CEO has run into more trouble with the SEC over his tweeting habits, too.Tesla stock, however, is up more than 200% in the past 12 months, making the company the world's most valuable auto maker. What's more, Musk's space-exploration and technology company, SpaceX, is now the fifth most valuable aerospace and defense franchise in the world. SpaceX's value has increased as the company delivers more astronauts to the International Space Station and more of its Starlink satellites into low Earth orbit. SpaceX plans to offer space-based high-speed internet across the glob","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":777,"commentSize":121,"repostSize":1,"link":"https://ttm.financial/post/124108957","isVote":1,"tweetType":1,"viewCount":10678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099482994818600","authorId":"4099482994818600","authorIdStr":"4099482994818600","name":"tamira","avatar":"https://static.tigerbbs.com/5a5129ff027261b231f25ba9331d86d4","crmLevel":6,"crmLevelSwitch":0,"idStr":"4099482994818600"},"content":"I think tesla price will go higher in 6 months or so. It is time to watch out and buy later","text":"I think tesla price will go higher in 6 months or so. It is time to watch out and buy later","html":"I think tesla price will go higher in 6 months or so. It is time to watch out and buy later"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836641572,"gmtCreate":1629482318596,"gmtModify":1676530056281,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"title":"Big tech won't be held down. The stocks are still a buy.","htmlText":"Over three days in late July, America's tech giants put on an impressive show. Apple, Microsoft, Alphabet, Amazon.com, and Facebook had thrived, and their latest earnings reports hammered home the point. The five companies generated a combined $332 billion in revenue from April to June, up 36% from a year earlier. All of their profits were better than expected. The twist is that all of their stocks, save for Alphabet's, sold off on the news. The negative reaction reflects the paradox surrounding America's Big Tech complex. Their products are being used more than ever, just as the companies have become increasingly disliked. Regulators and lawmakers -- cheered on by a bipartisan mix of constituents -- are scrutinizing each business and threatening significant actions to curtail their power.","listText":"Over three days in late July, America's tech giants put on an impressive show. Apple, Microsoft, Alphabet, Amazon.com, and Facebook had thrived, and their latest earnings reports hammered home the point. The five companies generated a combined $332 billion in revenue from April to June, up 36% from a year earlier. All of their profits were better than expected. The twist is that all of their stocks, save for Alphabet's, sold off on the news. The negative reaction reflects the paradox surrounding America's Big Tech complex. Their products are being used more than ever, just as the companies have become increasingly disliked. Regulators and lawmakers -- cheered on by a bipartisan mix of constituents -- are scrutinizing each business and threatening significant actions to curtail their power.","text":"Over three days in late July, America's tech giants put on an impressive show. Apple, Microsoft, Alphabet, Amazon.com, and Facebook had thrived, and their latest earnings reports hammered home the point. The five companies generated a combined $332 billion in revenue from April to June, up 36% from a year earlier. All of their profits were better than expected. The twist is that all of their stocks, save for Alphabet's, sold off on the news. The negative reaction reflects the paradox surrounding America's Big Tech complex. Their products are being used more than ever, just as the companies have become increasingly disliked. Regulators and lawmakers -- cheered on by a bipartisan mix of constituents -- are scrutinizing each business and threatening significant actions to curtail their power.","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":13,"commentSize":11,"repostSize":0,"link":"https://ttm.financial/post/836641572","isVote":1,"tweetType":1,"viewCount":21100,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000158","authorId":"9000000000000158","authorIdStr":"9000000000000158","name":"哎呀呀小伙子","avatar":"https://static.tigerbbs.com/124ddb27832ad3a5d8aa835fe6bb7572","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000158"},"content":"Apple, Microsoft, Alphabet, Amazon.com and Facebook are booming, and their latest earnings reports fully illustrate this. From April to June, the five companies generated a total of $332 billion in revenue, up 36% from the same period last year. All their profits were better than expected. This shows that they are more and more like a tumor, a tumor of wealth, which is not conducive to social development.","text":"Apple, Microsoft, Alphabet, Amazon.com and Facebook are booming, and their latest earnings reports fully illustrate this. From April to June, the five companies generated a total of $332 billion in revenue, up 36% from the same period last year. All their profits were better than expected. This shows that they are more and more like a tumor, a tumor of wealth, which is not conducive to social development.","html":"Apple, Microsoft, Alphabet, Amazon.com and Facebook are booming, and their latest earnings reports fully illustrate this. From April to June, the five companies generated a total of $332 billion in revenue, up 36% from the same period last year. All their profits were better than expected. This shows that they are more and more like a tumor, a tumor of wealth, which is not conducive to social development."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162626013,"gmtCreate":1624062207232,"gmtModify":1703827801304,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"title":"Apple Could Take 50% Bite Out Of Intel's Business In 2021","htmlText":"Apple Inc (NASDAQ:AAPL) announced last year it will transition away from its long-time associate Intel Corporation (NASDAQ:INTC), and begin to focus on its in-house chips.The decision has had its impact on Intel, which is already going through fundamental woes.What Happened: Apple's move away from Intel across all its products will be complete in 2022, McRumors said, citing Digitimes. Thus far, Apple has released only four Macs with the first iteration of its chips, codenamed M1.Due to the four Macs with M1 chips and the upcoming Apple product releases this year, Intel will have lost about 50% of Apple business in 2021, the report said.Eventually, Intel will have no orders from Apple, and Intel's share of the processor market may slip below 80% in 2023, it added.\"Losing Apple's 10% market","listText":"Apple Inc (NASDAQ:AAPL) announced last year it will transition away from its long-time associate Intel Corporation (NASDAQ:INTC), and begin to focus on its in-house chips.The decision has had its impact on Intel, which is already going through fundamental woes.What Happened: Apple's move away from Intel across all its products will be complete in 2022, McRumors said, citing Digitimes. Thus far, Apple has released only four Macs with the first iteration of its chips, codenamed M1.Due to the four Macs with M1 chips and the upcoming Apple product releases this year, Intel will have lost about 50% of Apple business in 2021, the report said.Eventually, Intel will have no orders from Apple, and Intel's share of the processor market may slip below 80% in 2023, it added.\"Losing Apple's 10% market","text":"Apple Inc (NASDAQ:AAPL) announced last year it will transition away from its long-time associate Intel Corporation (NASDAQ:INTC), and begin to focus on its in-house chips.The decision has had its impact on Intel, which is already going through fundamental woes.What Happened: Apple's move away from Intel across all its products will be complete in 2022, McRumors said, citing Digitimes. Thus far, Apple has released only four Macs with the first iteration of its chips, codenamed M1.Due to the four Macs with M1 chips and the upcoming Apple product releases this year, Intel will have lost about 50% of Apple business in 2021, the report said.Eventually, Intel will have no orders from Apple, and Intel's share of the processor market may slip below 80% in 2023, it added.\"Losing Apple's 10% market","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":21,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/162626013","isVote":1,"tweetType":1,"viewCount":22641,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563873670221480","authorId":"3563873670221480","authorIdStr":"3563873670221480","name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","crmLevel":4,"crmLevelSwitch":1,"idStr":"3563873670221480"},"content":"Will AAPL ever get into chip business? [Shy]","text":"Will AAPL ever get into chip business? [Shy]","html":"Will AAPL ever get into chip business? [Shy]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096142656,"gmtCreate":1644337476491,"gmtModify":1676533914493,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096142656","repostId":"1153281093","repostType":4,"repost":{"id":"1153281093","pubTimestamp":1644333754,"share":"https://ttm.financial/m/news/1153281093?lang=&edition=fundamental","pubTime":"2022-02-08 23:22","market":"us","language":"en","title":"7 Best Blue-Chip Stocks to Buy for Safety in This Volatile Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1153281093","media":"InvestorPlace","summary":"Blue-chip stocks present a unique opportunity in volitile markets, and we volatility seems to be the watchword for the start of the year.The stock market took a hammering in January, which turned out ","content":"<html><head></head><body><p>Blue-chip stocks present a unique opportunity in volitile markets, and we volatility seems to be the watchword for the start of the year.</p><p>The stock market took a hammering in January, which turned out to be theworst start to the yearin over a decade. The incredible volatility in the market is attributable to multiple macro-economic factors, which have investors scrambling to safe-haven investments. Hence, it’s best to add a few blue-chip stocks to your portfolio to minimize risks.</p><p>Investors are caught amid a perfect storm in the stock market. The Fed’s hawkish policies, the rising inflation, geopolitical tensions, and the pandemic’s grip over the world have pulverized market returns. Moreover, the Cboe Volatility Index is up over 70% year-to-date.</p><p>Hence, in the current scenario, it’s best to bet on blue-chip stocks with a long track record of top and bottom-line growth. Additionally, these companies also have strong track records of growing shareholder rewards despite the challenges presented by the market.</p><p>Let’s now look at seven of the most attractive blue-chip stocks to buy at this time.</p><ul><li><a href=\"https://laohu8.com/S/AAPL\">Apple </a></li><li><a href=\"https://laohu8.com/S/WMT\">Walmart </a></li><li><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil </a></li><li><a href=\"https://laohu8.com/S/PFE\">Pfizer </a></li><li><a href=\"https://laohu8.com/S/INTC\">Intel Corporation </a></li><li><a href=\"https://laohu8.com/S/COST\">Costco Wholesale </a></li><li><a href=\"https://laohu8.com/S/LMT\">Lockheed Martin </a></li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple </a><img src=\"https://static.tigerbbs.com/76b0e8920e1cdaf131b013159441e138\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: dennizn / Shutterstock.com</p><p>Apple has had a phenomenal run in the past couple of years,crossing $3 trillion in market capitalizationlast month.</p><p>Despite the challenges, AAPL stock has generated solid returns over the past year, driven by staggering growth across all its business segments. The iPhone market boasts a most innovative product lineup with a loyal customer base.</p><p>The free cash flow juggernaut boasts a levered FCF growth of 20%. Its cash flow expansion rate is stunning and will continue to grow with its top-line. Revenue growth is over 28.5% on a year-over-year basis, comfortably ahead of its 5-year average.</p><p>Apple has done incredibly well to leverage several secular megatrends, including 5G, the metaverse, streaming, EVs, and whatnot. Hence, if there’s one blue-chip to buy, you’d want to invest in AAPL.</p><p><a href=\"https://laohu8.com/S/WMT\">Walmart </a><img src=\"https://static.tigerbbs.com/88487d18feee2ea0848e51cea824f5b0\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: fotomak / Shutterstock.com</p><p>Walmart has proven time and being that it’s the template for its sector.</p><p>The retail giant has dominated the brick-and-mortar sector and has significantly expanded its eCommerce wing. Though the pandemic has slightly altered its growth trajectory, its long-term case remains firmly intact.</p><p>During the first nine months of fiscal 2022, Walmart’s $416 billion sales increased by 3% compared with the prior-year period. However, its net income slid 35%.</p><p>Nevertheless, it projects optimism and expects a 6% growth in comparable sales for the year. It has also raised earnings guidancefor the year by 20 cents to $6.40 per share.</p><p>Looking ahead, the company will continue improving its eCommerce productivity and return to winning ways with its brick-and-mortar business.</p><p><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil </a><img src=\"https://static.tigerbbs.com/c6d92e869dea40f536e38a8859e9203f\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Jonathan Weiss / Shutterstock.com</p><p>Exxon Mobil grew its earnings at an astounding pace last year. Year-over-year growth in its EBITDA is at a spectacular 75%.</p><p>The oil and gas giant also is ramping up capital expenditure to explore a clean energy future and offers an attractive 4.37% dividend yield with remarkable consistency.</p><p>Exxon Mobil saw a massive improvement in its top-line due to the robust crude oil prices last year. Revenues grew at a rapid clip while it managed to reduce debt levels by a colossal $20 billion.</p><p>It improved its breakdown significantly by getting a better handle on costs. Additionally, it could spend a truckload of cash on expanding its low carbon efforts.</p><p>With an impressive asset portfolio, outstanding financials and a tremendous outlook ahead, XOM stock is in a fantastic position to grow for the foreseeable future.</p><p><a href=\"https://laohu8.com/S/PFE\">Pfizer </a><img src=\"https://static.tigerbbs.com/04da690c1e0cba1c0f1fa359c6d01e10\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: photobyphm / Shutterstock.com</p><p>Pharmaceutical giant Pfizer has raked in billions from coronavirus vaccines sales, and its vaccines continue to be in high demand with the emergence of new variants of the virus.</p><p>Vaccine salescontributed $36 billionin sales last year, doubling revenues for the company from 2020.</p><p>Pfizer has demonstrated superb execution and scaling capacity, making it a top vaccine manufacturer in the west.</p><p>Moreover, the pandemic is expected to be endemic, and the vaccine maker can still rake in plenty of moolah for the foreseeable future.</p><p>It is also developing new products such as an oral antiviral tablet to treat early-stage Covid 19 symptoms. Hence, PFE stock still has a strong growth runway ahead.</p><p><a href=\"https://laohu8.com/S/INTC\">Intel Corporation </a></p><p>Intel is one of the most powerful tech giants globally, with a market cap of over $180 billion.</p><p>It is a household name in the semi-conductor space possessing superior manufacturing capabilities. In recent years, though, it has ceded a considerable amount of market share to its peers.</p><p>It now looks as if Intel has a clear road to claw back its market share and expand into other profitable verticals.</p><p>As we advance, the company will be looking to source some of its components from <b>TSMC</b>(NYSE:<b><u>TSM</u></b>) in speeding up chip development.</p><p>It also plans to set up its personal chip foundry service, and its acquisition of autonomousdriving solutions provider Mobileyecould potentially unlock $50 billion in value.</p><p>Also, Intel has the organic resources to pursue its developments plans, as it continues to generate unbelievable cash flows.</p><p><a href=\"https://laohu8.com/S/COST\">Costco Wholesale </a><img src=\"https://static.tigerbbs.com/421ee131ed682776013af14e70ffc44e\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: ARTYOORAN / Shutterstock.com</p><p>Retail giant Costco has been one of the most consistent performers in its sector.</p><p>Last year, the company grew its top and bottom lines by double-digits by 17.5% and 25.1%, respectively.</p><p>With its water-tight balance sheet and unique competitive advantages, COST stock has been one of the top growth stocks over the years.</p><p>Costco added 22 new warehouses to expand its outreach and more than 6 million new membersto its subscription service, with a roughly 92% renewal rate.</p><p>Though its membership fees represent a small portion of sales, they contribute immensely to expanding profitability margins.</p><p>The ability to offer low prices fuels membership growth. Hence, there’s plenty to love about COST stock as a long-term bet.</p><p><a href=\"https://laohu8.com/S/LMT\">Lockheed Martin </a><img src=\"https://static.tigerbbs.com/7cfd2e631c6e1f751377f8f3a796fd3c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Ken Wolter / Shutterstock.com</p><p>Lockheed Martin is the leading defense contractor for the United States government.</p><p>It has become a juggernaut in the space by being a provider of the F-35 JSF program.</p><p>The company has been a robust performer with double-digit average revenue growth over the past five years while generating a monstrous 53% return during the same period.</p><p>Last year,the company delivered 142 F-35 jetsto its customers, beating its previous guidance of 139 deliveries. Moreover, it expects to nail its production goal of 151-153 jets next year. The stellar performance has led to a healthy increase in its FCF margin to 7.3%. On top of that, it’s maintained its reputation as a top income stock in the space, with a 2.9% yield and a payout ratio of over 35%.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Best Blue-Chip Stocks to Buy for Safety in This Volatile 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\">\n7 Best Blue-Chip Stocks to Buy for Safety in This Volatile Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-08 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/7-best-blue-chip-stocks-to-buy-for-safety-in-this-volatile-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Blue-chip stocks present a unique opportunity in volitile markets, and we volatility seems to be the watchword for the start of the year.The stock market took a hammering in January, which turned out ...</p>\n\n<a href=\"https://investorplace.com/2022/02/7-best-blue-chip-stocks-to-buy-for-safety-in-this-volatile-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","WMT":"沃尔玛","PFE":"辉瑞","COST":"好市多","XOM":"埃克森美孚","LMT":"洛克希德马丁","INTC":"英特尔"},"source_url":"https://investorplace.com/2022/02/7-best-blue-chip-stocks-to-buy-for-safety-in-this-volatile-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153281093","content_text":"Blue-chip stocks present a unique opportunity in volitile markets, and we volatility seems to be the watchword for the start of the year.The stock market took a hammering in January, which turned out to be theworst start to the yearin over a decade. The incredible volatility in the market is attributable to multiple macro-economic factors, which have investors scrambling to safe-haven investments. Hence, it’s best to add a few blue-chip stocks to your portfolio to minimize risks.Investors are caught amid a perfect storm in the stock market. The Fed’s hawkish policies, the rising inflation, geopolitical tensions, and the pandemic’s grip over the world have pulverized market returns. Moreover, the Cboe Volatility Index is up over 70% year-to-date.Hence, in the current scenario, it’s best to bet on blue-chip stocks with a long track record of top and bottom-line growth. Additionally, these companies also have strong track records of growing shareholder rewards despite the challenges presented by the market.Let’s now look at seven of the most attractive blue-chip stocks to buy at this time.Apple Walmart Exxon Mobil Pfizer Intel Corporation Costco Wholesale Lockheed Martin Apple Source: dennizn / Shutterstock.comApple has had a phenomenal run in the past couple of years,crossing $3 trillion in market capitalizationlast month.Despite the challenges, AAPL stock has generated solid returns over the past year, driven by staggering growth across all its business segments. The iPhone market boasts a most innovative product lineup with a loyal customer base.The free cash flow juggernaut boasts a levered FCF growth of 20%. Its cash flow expansion rate is stunning and will continue to grow with its top-line. Revenue growth is over 28.5% on a year-over-year basis, comfortably ahead of its 5-year average.Apple has done incredibly well to leverage several secular megatrends, including 5G, the metaverse, streaming, EVs, and whatnot. Hence, if there’s one blue-chip to buy, you’d want to invest in AAPL.Walmart Source: fotomak / Shutterstock.comWalmart has proven time and being that it’s the template for its sector.The retail giant has dominated the brick-and-mortar sector and has significantly expanded its eCommerce wing. Though the pandemic has slightly altered its growth trajectory, its long-term case remains firmly intact.During the first nine months of fiscal 2022, Walmart’s $416 billion sales increased by 3% compared with the prior-year period. However, its net income slid 35%.Nevertheless, it projects optimism and expects a 6% growth in comparable sales for the year. It has also raised earnings guidancefor the year by 20 cents to $6.40 per share.Looking ahead, the company will continue improving its eCommerce productivity and return to winning ways with its brick-and-mortar business.Exxon Mobil Source: Jonathan Weiss / Shutterstock.comExxon Mobil grew its earnings at an astounding pace last year. Year-over-year growth in its EBITDA is at a spectacular 75%.The oil and gas giant also is ramping up capital expenditure to explore a clean energy future and offers an attractive 4.37% dividend yield with remarkable consistency.Exxon Mobil saw a massive improvement in its top-line due to the robust crude oil prices last year. Revenues grew at a rapid clip while it managed to reduce debt levels by a colossal $20 billion.It improved its breakdown significantly by getting a better handle on costs. Additionally, it could spend a truckload of cash on expanding its low carbon efforts.With an impressive asset portfolio, outstanding financials and a tremendous outlook ahead, XOM stock is in a fantastic position to grow for the foreseeable future.Pfizer Source: photobyphm / Shutterstock.comPharmaceutical giant Pfizer has raked in billions from coronavirus vaccines sales, and its vaccines continue to be in high demand with the emergence of new variants of the virus.Vaccine salescontributed $36 billionin sales last year, doubling revenues for the company from 2020.Pfizer has demonstrated superb execution and scaling capacity, making it a top vaccine manufacturer in the west.Moreover, the pandemic is expected to be endemic, and the vaccine maker can still rake in plenty of moolah for the foreseeable future.It is also developing new products such as an oral antiviral tablet to treat early-stage Covid 19 symptoms. Hence, PFE stock still has a strong growth runway ahead.Intel Corporation Intel is one of the most powerful tech giants globally, with a market cap of over $180 billion.It is a household name in the semi-conductor space possessing superior manufacturing capabilities. In recent years, though, it has ceded a considerable amount of market share to its peers.It now looks as if Intel has a clear road to claw back its market share and expand into other profitable verticals.As we advance, the company will be looking to source some of its components from TSMC(NYSE:TSM) in speeding up chip development.It also plans to set up its personal chip foundry service, and its acquisition of autonomousdriving solutions provider Mobileyecould potentially unlock $50 billion in value.Also, Intel has the organic resources to pursue its developments plans, as it continues to generate unbelievable cash flows.Costco Wholesale Source: ARTYOORAN / Shutterstock.comRetail giant Costco has been one of the most consistent performers in its sector.Last year, the company grew its top and bottom lines by double-digits by 17.5% and 25.1%, respectively.With its water-tight balance sheet and unique competitive advantages, COST stock has been one of the top growth stocks over the years.Costco added 22 new warehouses to expand its outreach and more than 6 million new membersto its subscription service, with a roughly 92% renewal rate.Though its membership fees represent a small portion of sales, they contribute immensely to expanding profitability margins.The ability to offer low prices fuels membership growth. Hence, there’s plenty to love about COST stock as a long-term bet.Lockheed Martin Source: Ken Wolter / Shutterstock.comLockheed Martin is the leading defense contractor for the United States government.It has become a juggernaut in the space by being a provider of the F-35 JSF program.The company has been a robust performer with double-digit average revenue growth over the past five years while generating a monstrous 53% return during the same period.Last year,the company delivered 142 F-35 jetsto its customers, beating its previous guidance of 139 deliveries. Moreover, it expects to nail its production goal of 151-153 jets next year. The stellar performance has led to a healthy increase in its FCF margin to 7.3%. On top of that, it’s maintained its reputation as a top income stock in the space, with a 2.9% yield and a payout ratio of over 35%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115737831,"gmtCreate":1623030393123,"gmtModify":1704194597965,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Time to buy the dip!!! Like and comment!","listText":"Time to buy the dip!!! Like and comment!","text":"Time to buy the dip!!! Like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/115737831","repostId":"2141926289","repostType":4,"repost":{"id":"2141926289","pubTimestamp":1623020400,"share":"https://ttm.financial/m/news/2141926289?lang=&edition=fundamental","pubTime":"2021-06-07 07:00","market":"us","language":"en","title":"GameStop earnings, consumer inflation data: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2141926289","media":"Yahoo Finance","summary":"This week is set to be a relatively quiet one for investors in terms of economic data releases and e","content":"<p>This week is set to be a relatively quiet&nbsp;one&nbsp;for investors in terms of economic data releases and earnings reports. Officials from the Federal Reserve will also enter their \"blackout period\" ahead of their June policy-setting meeting.</p><p>Still, new data on consumer price inflation will be of interest, since market participants have been looking for signs that the post-pandemic recovery is generating a surge in prices amid supply chain and labor shortages and booming demand.</p><p>The Labor Department's May consumer price index (CPI) on Thursday will show the latest on these price trends for the average American. Consensus economists are looking for the index to register a 0.4% month-on-month increase after a 0.8% surge in April. And over last year, the headline CPI is expected to jump 4.7%, or by the most since 2008.</p><p>The core CPI, or more closely watched measure excluding volatile food and energy prices, is expected to rise 0.4% month-on-month and 3.4% year-on-year. The latter would mark the greatest jump in nearly three decades.</p><p>\"Thursday’s CPI data will be scrutinized after last month’s report sent up a flare on higher inflation,\" David Donabedian, chief investment officer of CIBC Private Wealth, wrote in an email on Friday. \"While the consensus is for a 0.4% monthly increase, the risk is probably to the upside as bottlenecks and other supply constraints push costs higher.\"</p><p>Last month's greater-than-expected surge in the April consumer price index contributed to a 2% selloff in the S&amp;P 500, with concerns over fast-rising and persistent inflation threatening to dampen the growth potential of longer-duration stocks especially. Market participants have also been monitoring inflation data with an eye to its implications for monetary policy, with the Federal Reserve looking for inflation to average above 2% for a period of time before rolling back some of its crisis-era support.</p><p class=\"t-img-caption\"><img src=\"https://s.yimg.com/os/creatr-uploaded-images/2021-06/7b67e850-c568-11eb-8eff-e0f80513b616\" tg-width=\"3928\" tg-height=\"2619\" referrerpolicy=\"no-referrer\"><span>WASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steven Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images</span></p><p>Most Fed officials and outside economists have suggested the jump in inflation reflected in the data for this spring will be transitory, largely reflecting the result of base effects off last year's pandemic-depressed levels. However, consumers have also begun to increasingly expect higher inflation in the future, with this shift in psychology also contributing in part to the Fed's decision-making. In <a href=\"https://laohu8.com/S/AONE.U\">one</a> example, the University of Michigan's final May consumer sentiment index dipped compared to April in part due to concerns that higher inflation would weaken spending power.</p><p>\"Shifting policy language and a small rate increase could douse inflationary psychology; it would be no surprise to consumers, as two-thirds already expect higher interest rates in the year ahead,\" Richard Curtin, chief economist for the University of Michigan's Surveys of Consumers, said in a press statement at the time.</p><p>Still, inflation and price stability represents just one prong of the Federal Reserve's dual mandate, with the other being achieving maximum employment. To that end, Friday's May jobs report suggested the economy remained a ways off from the Fed's goals, with U.S. employers adding back just 559,000 payrolls versus the 675,000 expected and leaving the economy still 7.6 million jobs short of pre-pandemic levels.</p><p>\"The inflation narrative is secondary for the taper discussion, but it is still a consideration. With inflation pressures rising, the risk assessment has likely shifted a bit,\" Michelle Meyer, Bank of America U.S. economist, wrote in a note on Friday. \"The concern for Fed officials is less about strong core CPI prints and more about the drift higher in inflation expectations coupled with signs of a wage-price push. This can make the temporary gains in inflation more persistent.\"</p><h2>GameStop earnings</h2><p>Some fundamental news will be coming out this week for investors in GameStop (GME), one of the original names to be swept up in the \"meme stock\" frenzy at the beginning of this year.</p><p>GameStop is set to report fiscal first-quarter results Wednesday after market close, offering an update on the company's business as retail investor interest in the stock remains heightened.</p><p>Consensus analysts expect GameStop will post adjusted losses of 59 cents per share for the three months ended in April, with this loss narrowing from the $1.61 per share reported in the same three months of last year. Revenue is expected to grow 14% to $1.17 billion.</p><p>Investors on the Reddit forum r/wallstreetbets pushed up shares of GameStop initially in January, flocking en masse to the heavily shorted stock to force short-sellers to cover their positions and push the stock's price even higher. Shares of GameStop have rallied by more than 1,200% for the year-to-date through Friday's close.</p><p>According to data from S3 Partners' Ihor Dusaniwsky, short interest in GameStop totaled $2.99 billion as of Friday's close, with 11.58 million shares shorted for a 20.3% short percent of float. Short sellers in GameStop were down by $294 million last week, he added.</p><p>But in recent weeks, AMC Entertainment (AMC) — another heavily shorted stock — eclipsed GameStop in terms of online interest and in share price appreciation. Shares of AMC have risen by more than 400% over the past one month, compared to a 56% increase in shares of GameStop. And AMC's market capitalization eclipsed that of GameStop last week, with the former's market value jumping above $30 billion.</p><p>The vast majority of the moves in the meme stocks were driven by social media popularity as opposed to traditional measures of stock valuation such as earnings and expected future cash flows. However, some have asserted that there is a fundamental argument to be made for investing in shares of AMC and GameStop, with the consumer-facing, brick-and-mortar businesses benefiting from the same \"reopening trade\" rotation that has lifted airline, cruise line, leisure stocks and retailers.</p><p>Still, most Wall Street analysts remain on the sidelines. Three analysts gave GameStop's shares a sell recommendation and two offered a hold, according to Bloomberg data last week. Likewise, AMC garnered four Sell ratings and five Holds. No analysts rated either stock as a Buy, with the vast majority of analysts suggesting the stocks' prices had outrun the underlying value of the businesses. And last week, major banks including Bank of America, Citigroup and Jefferies tightened rules over which clients could participate in short selling of the meme stocks, in an attempt to limit exposure to the extreme volatility these securities have witnessed recently, Bloomberg reported.</p><p>But given the lasting explosion in meme stocks this year, many have conceded that social media-driven trading represents a paradigm shift in the market.</p><p>“This is no longer our grandparents’, or for that matter, our parents' stock market,” Zephyr Market Strategist Ryan Nauman told Yahoo Finance. “Now, investment professionals need to start focusing more on looking at alternative data sets, rethinking their investment thesis to consider this growing cohort of retail investors.”</p><p>Others suggested the heightened speculative trading among retail investors may begin to dwindle once more investors are pulled back into workplaces in person and time at home for trading becomes scarcer.</p><p>\"Participation of the retail investor in U.S. equities has very, very closely followed inversely the COVID timeline. So one of my favorite charts is looking at an Apple mobility index for the U.S., you invert it, and you overlay whatever your favorite measure of retail participation is ... and there is a very striking correlation,\" Binky Chadha, Deustche Bank chief global strategist, told Yahoo Finance on Thursday. \"So I would argue that the participation is following this ... and the thesis is that as markets reopen, retail participation is going to come down.\"</p><p>\"We tend to think of it as a flash in the pan as opposed to a change in the trend,\" he concluded.</p><h2>Economic Calendar</h2><ul><li><p><b>Monday: </b>Consumer credit ($20.000 billion expected, $25.841 billion in March)</p></li><li><p><b>Tuesday: </b>NFIB Small Business Optimism, May (100.5 expected, 99.8 in April); Trade balance, April (-$69.0 billion expected, -$74.4 billion in March); JOLTS Job Openings, April (8.123 million in March)</p></li><li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended June 4 (-4.0% during prior week); Wholesale inventories, month-over-month, April final (0.8% expected, 0.8% in prior print)</p></li><li><p><b>Thursday: </b>Consumer price index, month-over-month, May (0.4% expected, 0.8% in April); Consumer price index excluding food and energy, month-over-month, May (0.4% expected, 0.9% in April); Consumer price index, year-over-year, May (4.7% expected, 4.2% in April); Consumer price index excluding food and energy, year-over-year, May (3.4% expected, 3.0% in April); Initial jobless claims, week ended June 5 (372,000 expected, 385,000 during prior week); Continuing claims, week ended May 29 (3.771 million during prior week); Household change in net worth, Q1 ($6.93 trillion in Q4); Monthly budget statement, May (-$225.6 billion in April)</p></li><li><p><b>Friday: </b>University of Michigan sentiment, June preliminary (84.0 expected, 82.9 in May)</p></li></ul><h2>Earnings Calendar</h2><ul><li><p><b>Monday: </b>Coupa Software (COUP), StitchFix (SFIX) after market close</p></li><li><p><b>Tuesday: </b>N/A</p></li><li><p><b>Wednesday: </b>RH (RH), GameStop (GME) after market close</p></li><li><p><b>Thursday: </b>FuelCell Energy (FCEL) before market open; Chewy (CHWY), Dave &amp; Buster's Entertainment (PLAY) after market close</p></li><li><p><b>Friday: </b>N/A</p></li></ul>","source":"yahoofinance","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>GameStop earnings, consumer inflation data: What to know 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop earnings, consumer inflation data: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/game-stop-earnings-consumer-inflation-data-what-to-know-this-week-143700353.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This week is set to be a relatively quiet one for investors in terms of economic data releases and earnings reports. Officials from the Federal Reserve will also enter their \"blackout period\" ahead of...</p>\n\n<a href=\"https://finance.yahoo.com/news/game-stop-earnings-consumer-inflation-data-what-to-know-this-week-143700353.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COUP":"Coupa Software Inc","GME":"游戏驿站","ZM":"Zoom"},"source_url":"https://finance.yahoo.com/news/game-stop-earnings-consumer-inflation-data-what-to-know-this-week-143700353.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2141926289","content_text":"This week is set to be a relatively quiet one for investors in terms of economic data releases and earnings reports. Officials from the Federal Reserve will also enter their \"blackout period\" ahead of their June policy-setting meeting.Still, new data on consumer price inflation will be of interest, since market participants have been looking for signs that the post-pandemic recovery is generating a surge in prices amid supply chain and labor shortages and booming demand.The Labor Department's May consumer price index (CPI) on Thursday will show the latest on these price trends for the average American. Consensus economists are looking for the index to register a 0.4% month-on-month increase after a 0.8% surge in April. And over last year, the headline CPI is expected to jump 4.7%, or by the most since 2008.The core CPI, or more closely watched measure excluding volatile food and energy prices, is expected to rise 0.4% month-on-month and 3.4% year-on-year. The latter would mark the greatest jump in nearly three decades.\"Thursday’s CPI data will be scrutinized after last month’s report sent up a flare on higher inflation,\" David Donabedian, chief investment officer of CIBC Private Wealth, wrote in an email on Friday. \"While the consensus is for a 0.4% monthly increase, the risk is probably to the upside as bottlenecks and other supply constraints push costs higher.\"Last month's greater-than-expected surge in the April consumer price index contributed to a 2% selloff in the S&P 500, with concerns over fast-rising and persistent inflation threatening to dampen the growth potential of longer-duration stocks especially. Market participants have also been monitoring inflation data with an eye to its implications for monetary policy, with the Federal Reserve looking for inflation to average above 2% for a period of time before rolling back some of its crisis-era support.WASHINGTON, DC - SEPTEMBER 24: Federal Reserve Board Chairman Jerome Powell testifies during a Senate Banking Committee hearing on Capitol Hill on September 24, 2020 in Washington, DC. Powell and U.S. Treasury Secretary Steven Mnuchin are testifying about the CARES Act and the economic effects of the coronavirus pandemic. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty ImagesMost Fed officials and outside economists have suggested the jump in inflation reflected in the data for this spring will be transitory, largely reflecting the result of base effects off last year's pandemic-depressed levels. However, consumers have also begun to increasingly expect higher inflation in the future, with this shift in psychology also contributing in part to the Fed's decision-making. In one example, the University of Michigan's final May consumer sentiment index dipped compared to April in part due to concerns that higher inflation would weaken spending power.\"Shifting policy language and a small rate increase could douse inflationary psychology; it would be no surprise to consumers, as two-thirds already expect higher interest rates in the year ahead,\" Richard Curtin, chief economist for the University of Michigan's Surveys of Consumers, said in a press statement at the time.Still, inflation and price stability represents just one prong of the Federal Reserve's dual mandate, with the other being achieving maximum employment. To that end, Friday's May jobs report suggested the economy remained a ways off from the Fed's goals, with U.S. employers adding back just 559,000 payrolls versus the 675,000 expected and leaving the economy still 7.6 million jobs short of pre-pandemic levels.\"The inflation narrative is secondary for the taper discussion, but it is still a consideration. With inflation pressures rising, the risk assessment has likely shifted a bit,\" Michelle Meyer, Bank of America U.S. economist, wrote in a note on Friday. \"The concern for Fed officials is less about strong core CPI prints and more about the drift higher in inflation expectations coupled with signs of a wage-price push. This can make the temporary gains in inflation more persistent.\"GameStop earningsSome fundamental news will be coming out this week for investors in GameStop (GME), one of the original names to be swept up in the \"meme stock\" frenzy at the beginning of this year.GameStop is set to report fiscal first-quarter results Wednesday after market close, offering an update on the company's business as retail investor interest in the stock remains heightened.Consensus analysts expect GameStop will post adjusted losses of 59 cents per share for the three months ended in April, with this loss narrowing from the $1.61 per share reported in the same three months of last year. Revenue is expected to grow 14% to $1.17 billion.Investors on the Reddit forum r/wallstreetbets pushed up shares of GameStop initially in January, flocking en masse to the heavily shorted stock to force short-sellers to cover their positions and push the stock's price even higher. Shares of GameStop have rallied by more than 1,200% for the year-to-date through Friday's close.According to data from S3 Partners' Ihor Dusaniwsky, short interest in GameStop totaled $2.99 billion as of Friday's close, with 11.58 million shares shorted for a 20.3% short percent of float. Short sellers in GameStop were down by $294 million last week, he added.But in recent weeks, AMC Entertainment (AMC) — another heavily shorted stock — eclipsed GameStop in terms of online interest and in share price appreciation. Shares of AMC have risen by more than 400% over the past one month, compared to a 56% increase in shares of GameStop. And AMC's market capitalization eclipsed that of GameStop last week, with the former's market value jumping above $30 billion.The vast majority of the moves in the meme stocks were driven by social media popularity as opposed to traditional measures of stock valuation such as earnings and expected future cash flows. However, some have asserted that there is a fundamental argument to be made for investing in shares of AMC and GameStop, with the consumer-facing, brick-and-mortar businesses benefiting from the same \"reopening trade\" rotation that has lifted airline, cruise line, leisure stocks and retailers.Still, most Wall Street analysts remain on the sidelines. Three analysts gave GameStop's shares a sell recommendation and two offered a hold, according to Bloomberg data last week. Likewise, AMC garnered four Sell ratings and five Holds. No analysts rated either stock as a Buy, with the vast majority of analysts suggesting the stocks' prices had outrun the underlying value of the businesses. And last week, major banks including Bank of America, Citigroup and Jefferies tightened rules over which clients could participate in short selling of the meme stocks, in an attempt to limit exposure to the extreme volatility these securities have witnessed recently, Bloomberg reported.But given the lasting explosion in meme stocks this year, many have conceded that social media-driven trading represents a paradigm shift in the market.“This is no longer our grandparents’, or for that matter, our parents' stock market,” Zephyr Market Strategist Ryan Nauman told Yahoo Finance. “Now, investment professionals need to start focusing more on looking at alternative data sets, rethinking their investment thesis to consider this growing cohort of retail investors.”Others suggested the heightened speculative trading among retail investors may begin to dwindle once more investors are pulled back into workplaces in person and time at home for trading becomes scarcer.\"Participation of the retail investor in U.S. equities has very, very closely followed inversely the COVID timeline. So one of my favorite charts is looking at an Apple mobility index for the U.S., you invert it, and you overlay whatever your favorite measure of retail participation is ... and there is a very striking correlation,\" Binky Chadha, Deustche Bank chief global strategist, told Yahoo Finance on Thursday. \"So I would argue that the participation is following this ... and the thesis is that as markets reopen, retail participation is going to come down.\"\"We tend to think of it as a flash in the pan as opposed to a change in the trend,\" he concluded.Economic CalendarMonday: Consumer credit ($20.000 billion expected, $25.841 billion in March)Tuesday: NFIB Small Business Optimism, May (100.5 expected, 99.8 in April); Trade balance, April (-$69.0 billion expected, -$74.4 billion in March); JOLTS Job Openings, April (8.123 million in March)Wednesday: MBA Mortgage Applications, week ended June 4 (-4.0% during prior week); Wholesale inventories, month-over-month, April final (0.8% expected, 0.8% in prior print)Thursday: Consumer price index, month-over-month, May (0.4% expected, 0.8% in April); Consumer price index excluding food and energy, month-over-month, May (0.4% expected, 0.9% in April); Consumer price index, year-over-year, May (4.7% expected, 4.2% in April); Consumer price index excluding food and energy, year-over-year, May (3.4% expected, 3.0% in April); Initial jobless claims, week ended June 5 (372,000 expected, 385,000 during prior week); Continuing claims, week ended May 29 (3.771 million during prior week); Household change in net worth, Q1 ($6.93 trillion in Q4); Monthly budget statement, May (-$225.6 billion in April)Friday: University of Michigan sentiment, June preliminary (84.0 expected, 82.9 in May)Earnings CalendarMonday: Coupa Software (COUP), StitchFix (SFIX) after market closeTuesday: N/AWednesday: RH (RH), GameStop (GME) after market closeThursday: FuelCell Energy (FCEL) before market open; Chewy (CHWY), Dave & Buster's Entertainment (PLAY) after market closeFriday: N/A","news_type":1},"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148105631,"gmtCreate":1625954766723,"gmtModify":1703751091602,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Good reference!","listText":"Good reference!","text":"Good reference!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/148105631","repostId":"2150370120","repostType":4,"repost":{"id":"2150370120","pubTimestamp":1625879410,"share":"https://ttm.financial/m/news/2150370120?lang=&edition=fundamental","pubTime":"2021-07-10 09:10","market":"us","language":"en","title":"Top 10 Cloud Stocks to Buy on the Next Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2150370120","media":"Motley Fool","summary":"How can you capitalize on secular growth trends like digital transformation, artificial intelligence (AI), cybersecurity, analytics, video streaming, work from anywhere, the gig economy, and more? Last time, I covered stocks six through 10 on the list, and today I cover my top five!","content":"<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.</p>\n<p>If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.</p>\n<p>Cloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?</p>\n<p>I'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.</p>\n<p>#10.<b>salesforce.com</b>&nbsp;(NYSE:CRM) is the leader in customer relationship management (CRM). <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiring<b>Slack</b> (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.</p>\n<p>#9.<b>DocuSign</b>(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.</p>\n<p>#8.<b>Twilio</b> (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:</p>\n<ul>\n <li><b>Messaging:</b> You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.</li>\n <li><b>Customer engagement:</b>Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.</li>\n <li><b>Marketing:</b>Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.</li>\n <li><b>Business email services:</b> Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.</li>\n</ul>\n<p>#7<b>The Trade Desk</b> (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. Think<b>Roku</b> (NASDAQ:ROKU), YouTube, part of<b>Alphabet</b> (NASDAQ:GOOGL),<b>Amazon</b> Prime (NASDAQ:AMZN),<b>Disney</b>'s Disney+&nbsp;(NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.</p>\n<p>#6.<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b> (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.</p>\n<p>In case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.&nbsp;</p>\n<p><i>Cloud computing</i> refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.&nbsp;</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?&nbsp;</p>\n<p>#5. <b>Zscaler</b> (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion.&nbsp;</p>\n<p>#4. <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions.&nbsp;</p>\n<p>Datadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with <b>Microsoft</b> (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> to provide real-time monitoring and threat detection across the <b>Salesforce</b> (NASDAQ:DDOG)&nbsp;platform.</p>\n<p>From a product perspective, here are the highlights:</p>\n<ul>\n <li><b>Application performance monitoring (APM) </b>provides visibility into application functionality and health.&nbsp;</li>\n <li><b>Infrastructure monitoring </b>allows businesses to monitor IT infrastructure.</li>\n <li><b>Log management </b>provides visualization and data for any performance problems.</li>\n <li><b>User experience monitoring </b>includes both synthetics and real user monitoring (RUM).</li>\n <li><b>Network performance monitoring </b>allows insights and analysis into network traffic flow from both hybrid and cloud environments.</li>\n <li><b>Incident management and continuous profiler </b>improves workflows.&nbsp;</li>\n <li><b>Security monitoring </b>provides threat detection.</li>\n</ul>\n<p>#3. <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b> (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform.&nbsp;</p>\n<p>As you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's <b>Berkshire Hathaway</b> (NYSE:BRK.A). Snowflake's clients include <b>Apple</b> (NASDAQ:AAPL), <b>Nike</b> (NYSE:NKE), <b>Mastercard</b> (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list.&nbsp;</p>\n<p>#2. <b>Cloudflare</b>'s (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's <a href=\"https://laohu8.com/S/AONE\">one</a> of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment.&nbsp;</p>\n<p>#1 <b>Crowdstrike</b> (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution.&nbsp;</p>\n<p>Cyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.</p>\n<p>If you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Cloud Stocks to Buy on the Next Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop 10 Cloud Stocks to Buy on the Next Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCU":"Docusign","DDOG":"Datadog","CRWD":"CrowdStrike Holdings, Inc.","TTD":"Trade Desk Inc.","ZM":"Zoom","ZS":"Zscaler Inc.","CRM":"赛富时","TWLO":"Twilio Inc","SNOW":"Snowflake","NET":"Cloudflare, Inc."},"source_url":"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150370120","content_text":"Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.\nIf you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.\nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.\nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?\nI'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.\n#10.salesforce.com (NYSE:CRM) is the leader in customer relationship management (CRM). Salesforce is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiringSlack (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.\n#9.DocuSign(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.\n#8.Twilio (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:\n\nMessaging: You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.\nCustomer engagement:Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.\nMarketing:Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.\nBusiness email services: Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.\n\n#7The Trade Desk (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. ThinkRoku (NASDAQ:ROKU), YouTube, part ofAlphabet (NASDAQ:GOOGL),Amazon Prime (NASDAQ:AMZN),Disney's Disney+ (NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.\n#6.Zoom Video (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.\nIn case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective. \nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines. \nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio? \n#5. Zscaler (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion. \n#4. Datadog (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions. \nDatadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with Microsoft (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with Salesforce to provide real-time monitoring and threat detection across the Salesforce (NASDAQ:DDOG) platform.\nFrom a product perspective, here are the highlights:\n\nApplication performance monitoring (APM) provides visibility into application functionality and health. \nInfrastructure monitoring allows businesses to monitor IT infrastructure.\nLog management provides visualization and data for any performance problems.\nUser experience monitoring includes both synthetics and real user monitoring (RUM).\nNetwork performance monitoring allows insights and analysis into network traffic flow from both hybrid and cloud environments.\nIncident management and continuous profiler improves workflows. \nSecurity monitoring provides threat detection.\n\n#3. Snowflake (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. \nAs you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's Berkshire Hathaway (NYSE:BRK.A). Snowflake's clients include Apple (NASDAQ:AAPL), Nike (NYSE:NKE), Mastercard (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list. \n#2. Cloudflare's (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's one of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment. \n#1 Crowdstrike (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution. \nCyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.\nIf you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131338057,"gmtCreate":1621826154679,"gmtModify":1704362879385,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"NIO is a long term investment which will go a long long way! Buy buy buy! Like and comment please :)","listText":"NIO is a long term investment which will go a long long way! Buy buy buy! Like and comment please :)","text":"NIO is a long term investment which will go a long long way! Buy buy buy! Like and comment please :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/131338057","repostId":"1112775099","repostType":4,"repost":{"id":"1112775099","pubTimestamp":1621824648,"share":"https://ttm.financial/m/news/1112775099?lang=&edition=fundamental","pubTime":"2021-05-24 10:50","market":"us","language":"en","title":"NIO Is Well-Positioned In A Booming Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=1112775099","media":"seekingalpha","summary":"NIO is building an increasingly strong product line.China's support for domestic EV players is one of NIO's key competitive advantages.Despite the tailwinds bolstering NIO, the company still faces major competitive challenges from Tesla and traditional automakers.NIO is one of the few companies that has a real chance at establishing a strong foothold in the booming EV market. The company has done a great job of remaining relevant despite Tesla's seemingly unstoppable momentum. Given that even we","content":"<p><b>Summary</b></p><ul><li>NIO is building an increasingly strong product line.</li><li>China's support for domestic EV players is one of NIO's key competitive advantages.</li><li>Despite the tailwinds bolstering NIO, the company still faces major competitive challenges from Tesla and traditional automakers.</li></ul><p>The EV industry has gained some seriousmomentumover the past few years. While Tesla (TSLA) is unquestionably dominating the space, NIO (NIO) is making a solid case for itself as a credible long-term competitor. NIO is growing at an incredibly rapid rate and is cultivating a loyal and enthusiastic fanbase similar to that of Tesla.</p><p>NIO is one of the few companies that has a real chance at establishing a strong foothold in the booming EV market. The company has done a great job of remaining relevant despite Tesla's seemingly unstoppable momentum. Given that even well-established auto companies have been struggling to keep pace with Tesla, NIO's success thus far is impressive.</p><p><i>NIO has seen its shares skyrocket over the past year as a result of its explosive growth. While NIO's valuation has cooled down in recent months, the company is still performing well.</i></p><p><img src=\"https://static.tigerbbs.com/571871ff7d07a7c04a78354c53f5c6aa\" tg-width=\"635\" tg-height=\"403\" referrerpolicy=\"no-referrer\">Data byYChartsStrong Product Line</p><p>NIO has developed impressive lineup of electric SUVs. This has led to growing enthusiasm around the company as the first viable competitor to Tesla. In fact, NIOdelivered20,060 ES8, ES6, and EC6 units in Q1, which translates into an astonishing 422.7% YOY growth rate. NIO's EV models, which boasts features even Tesla models do not have, are clearly capturing the attention of consumers.</p><p>While Tesla is still the most dominant player in the industry, NIO is starting to catch up. The quality, range, and software behind NIO's vehicles actually make them a compelling alternative to Tesla's vehicles. NIO has managed to cultivate a highly devoted following and is strengthening its growing ecosystem through unique concepts like theNIO House.</p><p><i>While Tesla is known for being ahead of the curve, NIO is making innovative moves as well. For instance, NIO has its own in-carAI assistantto aid drivers in a variety of tasks.</i></p><p><img src=\"https://static.tigerbbs.com/78f998ffaf9fd0a56fe49f1c3a72580e\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"><i>Source: NIO</i></p><p>Governmental Support</p><p>One of the, if not the, most important advantages NIO holds is the support it receives from the Chinese government. While China is also supporting competitors like Tesla, there is little doubt that the government favors its homegrown companies. NIO would arguably be bankrupt if it were not for a$1 billiongovernment investment last year.</p><p>China's support of Tesla is almost certainly motivated by the government's desire to further develop its own EV companies like NIO. By allowing Tesla to build a giant EV manufacturing ecosystem in China, the Chinese government will have access to state-of-the-art EV manufacturing techniques and EV technologies.</p><p>Moreover, China has made it known that it intends to be aleaderin the EV space through subsidies and other means. This bodes incredibly well for NIO given that the company is China's flagship EV company. For instance, the Chinese government appears to be supporting the creation of more battery swapping stations, which just happens to be a major area of focus and differentiation for NIO.</p><p><b>Major Risks Remain</b></p><p>The EV industry is becoming far more competitive as a result of Tesla's success. Traditional auto companies like Ford (F) and even technology companies like Apple (AAPL) are starting to invest heavily into the space. While NIO has already established itself as a leading player in the massive China market, the company is still competing against automotive giants with decades of experience, not to mention the juggernaut that is Tesla.</p><p>NIO will also have to compete with domestic competitors likeXPeng(XPEV) for governmental favor. Although NIO currently appears to be favored by the Chinese government, this could easily change in such a fast-paced industry. Moreover, it is questionable if NIO can keep up with Tesla even with the backing of the Chinese government.</p><p><i>Competition in the EV space is heating up dramatically. Ford recently showcased its F-150 Lightning to great anticipation.</i></p><p><img src=\"https://static.tigerbbs.com/5d8a5e87b651245062c3404499ba863f\" tg-width=\"624\" tg-height=\"549\" referrerpolicy=\"no-referrer\"><i>Source: Ford</i></p><p><b>Conclusion</b></p><p>Investors clearly view NIO as a legitimate EV competitor given its $56 billion valuation. While NIO may appear overvalued considering the fact that the company only reported a Q1 revenue of $283.6 million, NIO still has more upside. The company has already established itself as a leader in the largest EV market in the world and only appears to be gaining more market share.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Is Well-Positioned In A Booming Industry</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\">\nNIO Is Well-Positioned In A Booming Industry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 10:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4430769-nio-is-well-positioned-in-a-booming-industry><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO is building an increasingly strong product line.China's support for domestic EV players is one of NIO's key competitive advantages.Despite the tailwinds bolstering NIO, the company still ...</p>\n\n<a href=\"https://seekingalpha.com/article/4430769-nio-is-well-positioned-in-a-booming-industry\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4430769-nio-is-well-positioned-in-a-booming-industry","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1112775099","content_text":"SummaryNIO is building an increasingly strong product line.China's support for domestic EV players is one of NIO's key competitive advantages.Despite the tailwinds bolstering NIO, the company still faces major competitive challenges from Tesla and traditional automakers.The EV industry has gained some seriousmomentumover the past few years. While Tesla (TSLA) is unquestionably dominating the space, NIO (NIO) is making a solid case for itself as a credible long-term competitor. NIO is growing at an incredibly rapid rate and is cultivating a loyal and enthusiastic fanbase similar to that of Tesla.NIO is one of the few companies that has a real chance at establishing a strong foothold in the booming EV market. The company has done a great job of remaining relevant despite Tesla's seemingly unstoppable momentum. Given that even well-established auto companies have been struggling to keep pace with Tesla, NIO's success thus far is impressive.NIO has seen its shares skyrocket over the past year as a result of its explosive growth. While NIO's valuation has cooled down in recent months, the company is still performing well.Data byYChartsStrong Product LineNIO has developed impressive lineup of electric SUVs. This has led to growing enthusiasm around the company as the first viable competitor to Tesla. In fact, NIOdelivered20,060 ES8, ES6, and EC6 units in Q1, which translates into an astonishing 422.7% YOY growth rate. NIO's EV models, which boasts features even Tesla models do not have, are clearly capturing the attention of consumers.While Tesla is still the most dominant player in the industry, NIO is starting to catch up. The quality, range, and software behind NIO's vehicles actually make them a compelling alternative to Tesla's vehicles. NIO has managed to cultivate a highly devoted following and is strengthening its growing ecosystem through unique concepts like theNIO House.While Tesla is known for being ahead of the curve, NIO is making innovative moves as well. For instance, NIO has its own in-carAI assistantto aid drivers in a variety of tasks.Source: NIOGovernmental SupportOne of the, if not the, most important advantages NIO holds is the support it receives from the Chinese government. While China is also supporting competitors like Tesla, there is little doubt that the government favors its homegrown companies. NIO would arguably be bankrupt if it were not for a$1 billiongovernment investment last year.China's support of Tesla is almost certainly motivated by the government's desire to further develop its own EV companies like NIO. By allowing Tesla to build a giant EV manufacturing ecosystem in China, the Chinese government will have access to state-of-the-art EV manufacturing techniques and EV technologies.Moreover, China has made it known that it intends to be aleaderin the EV space through subsidies and other means. This bodes incredibly well for NIO given that the company is China's flagship EV company. For instance, the Chinese government appears to be supporting the creation of more battery swapping stations, which just happens to be a major area of focus and differentiation for NIO.Major Risks RemainThe EV industry is becoming far more competitive as a result of Tesla's success. Traditional auto companies like Ford (F) and even technology companies like Apple (AAPL) are starting to invest heavily into the space. While NIO has already established itself as a leading player in the massive China market, the company is still competing against automotive giants with decades of experience, not to mention the juggernaut that is Tesla.NIO will also have to compete with domestic competitors likeXPeng(XPEV) for governmental favor. Although NIO currently appears to be favored by the Chinese government, this could easily change in such a fast-paced industry. Moreover, it is questionable if NIO can keep up with Tesla even with the backing of the Chinese government.Competition in the EV space is heating up dramatically. Ford recently showcased its F-150 Lightning to great anticipation.Source: FordConclusionInvestors clearly view NIO as a legitimate EV competitor given its $56 billion valuation. While NIO may appear overvalued considering the fact that the company only reported a Q1 revenue of $283.6 million, NIO still has more upside. The company has already established itself as a leader in the largest EV market in the world and only appears to be gaining more market share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018402518,"gmtCreate":1649074642098,"gmtModify":1676534445243,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018402518","repostId":"1166573354","repostType":4,"repost":{"id":"1166573354","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":1649067720,"share":"https://ttm.financial/m/news/1166573354?lang=&edition=fundamental","pubTime":"2022-04-04 18:22","market":"us","language":"en","title":"Twitter Shares Soar More Than 25% after Elon Musk Takes 9% Stake in It","url":"https://stock-news.laohu8.com/highlight/detail?id=1166573354","media":"Tiger Newspress","summary":"Twitter shares soar more than 25% after Elon Musk takes 9% stake in it.Musk owns 73,486,938 shares o","content":"<html><head></head><body><p>Twitter shares soar more than 25% after Elon Musk takes 9% stake in it.<img src=\"https://static.tigerbbs.com/cd2c43c961af5ab3897095b5affaf2c9\" tg-width=\"866\" tg-height=\"875\" referrerpolicy=\"no-referrer\"/>Musk owns 73,486,938 shares of Twitter, which represents a 9.2% stake in the company, according to the Securities and Exchange Commission filing.</p><p>The stake is worth more than $2.8 billion, based Twitter’s closing price on Friday.</p><p>Musk is a frequent user of Twitter and has more than 80 million followers on the platform. However, some of his tweets have gotten the Tesla chief into hot water over the years.</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 Shares Soar More Than 25% after Elon Musk Takes 9% Stake in It</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 Shares Soar More Than 25% after Elon Musk Takes 9% Stake in It\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-04 18:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Twitter shares soar more than 25% after Elon Musk takes 9% stake in it.<img src=\"https://static.tigerbbs.com/cd2c43c961af5ab3897095b5affaf2c9\" tg-width=\"866\" tg-height=\"875\" referrerpolicy=\"no-referrer\"/>Musk owns 73,486,938 shares of Twitter, which represents a 9.2% stake in the company, according to the Securities and Exchange Commission filing.</p><p>The stake is worth more than $2.8 billion, based Twitter’s closing price on Friday.</p><p>Musk is a frequent user of Twitter and has more than 80 million followers on the platform. However, some of his tweets have gotten the Tesla chief into hot water over the years.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166573354","content_text":"Twitter shares soar more than 25% after Elon Musk takes 9% stake in it.Musk owns 73,486,938 shares of Twitter, which represents a 9.2% stake in the company, according to the Securities and Exchange Commission filing.The stake is worth more than $2.8 billion, based Twitter’s closing price on Friday.Musk is a frequent user of Twitter and has more than 80 million followers on the platform. However, some of his tweets have gotten the Tesla chief into hot water over the years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013562654,"gmtCreate":1648762262093,"gmtModify":1676534390976,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"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/9013562654","repostId":"1120657937","repostType":4,"repost":{"id":"1120657937","pubTimestamp":1648739580,"share":"https://ttm.financial/m/news/1120657937?lang=&edition=fundamental","pubTime":"2022-03-31 23:13","market":"us","language":"en","title":"AMC Entertainment Stock Continues to Baffle with Latest Move into Mining","url":"https://stock-news.laohu8.com/highlight/detail?id=1120657937","media":"InvestorPlace","summary":"AMC Entertainment is entertaining for sure, investment worthy, no.","content":"<html><head></head><body><ul><li><b>AMC</b>(<b><u>AMC</u></b>) stock doesn’t gain much from odd miner acquisition based on warrants.</li><li>The commodities narrative is questionable.</li><li>Remains fundamentally unappealing and volatile</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5abbc32a213e7baf7e099a14e14e6ef5\" tg-width=\"1600\" tg-height=\"900\" width=\"100%\" height=\"auto\"/><span>Source: Ian Dewar Photography / Shutterstock</span></p><p>The investment case for <b>AMC Entertainment</b>(NYSE:<b><u>AMC</u></b>) stock has not changed following its 22% purchase of <b>Hycroft Mining Holding Corporation</b>(NASDAQ:<b><u>HYMC</u></b>). It wasn’t a worthwhile investment before, and it isn’t a worthwhile investment now.</p><p>The acquisition was indeed a very strange decision. Most of my<i>InvestorPlace</i>colleagues have come to the same conclusion in that the move isn’t accretive to AMC moving forward. The purchase isn’t going to provide AMC with a lot of financial leeway. Moreover, the fundamental turnaround narrative remains clouded for AMC although its business has been diversified.</p><table><tbody><tr><td><b><u>AMC</u></b></td><td>AMC Entertainment</td><td>$27.24</td></tr></tbody></table><p><b>Interesting Development</b></p><p>AMC’s decision to purchase a 22% stake in gold and silver miner Hycroft Mining Holding Corporation was certainly a surprise. Companies regularly diversify their holdings after all. Therefore, it wouldn’t have been surprising to see AMC, a movie theater chain, diversify by purchasing a related business.</p><p>That’s what’s puzzling here: Why would a movie theater be interested in a gold and silver mining firm? CEO Adam Aron explained that he believes his firm has the ability to help steer Hycroft Mining through liquidity challenges, capital raises, and effectively communicate with retail investors.</p><p>So if AMC can help guide Hycroft Mining higher, what does it mean in terms of capital and when might that happen? That’s the real question AMC investors should be asking themselves if this move is making them consider share purchases.</p><p><b>Warrants</b></p><p>One way AMC can benefit from this transaction is through the warrants it received in the deal. It received 23.4 million warrants priced at $1.07 per share.</p><p>HYMC stock currently trades at $1.28 as of this writing. Let’s say hypothetically that AMC simply exercised those warrants immediately. It could buy 23.4 million HYMC shares at $1.07, sell them all for $1.28, and net the difference of less than $5 million. AMC almost certainly isn’t going to do that.</p><p>Let’s assume that HYMC rockets up to the $10 levels it traded at pre-pandemic. That would be a much more interesting scenario. AMC would then have an asset in the warrants worth roughly $200 million.</p><p>Let’s assume the value of those warrants is somewhere in the middle, around $100 million. AMC suffered a $1.269 billion net loss in 2021. $100 million doesn’t change much. It also lost $149 million in 2019. In the case that AMC reverts to its pre-pandemic form $100 million wouldn’t even bring it into the black.</p><p><b>What About Silver &amp; Gold?</b></p><p>The 71,000 acre Hycroft Mine in Nevada holds 15 million ounces of gold and 600 million ounces of silver. AMC now owns 22% of that.</p><p>Just running some quick numbers it seems AMC has a significant asset on its hands. It holds rights over 3.3 million ounces of gold and 132 million ounces of silver. The current value based on gold’s spot price of $1,950 per ounce is roughly $6.5 billion and $3.5 for the silver, priced at $26 per ounce.</p><p>Those metals require time and money to extract. By the time all is said and done that current spot price value becomes significantly less. And again, it requires years to extract gold. All in all, it just seems like a bizarre change of course for AMC to have taken.</p><p>That leads investors back to AMC’s fundamental investment case.</p><p><b>Fundamentally Unappealing</b></p><p>AMC lost $4.589 billion in 2020 and $1.269 billion in 2021. Yes, those were exceptional years and the pandemic deserves part of the blame. But let’s not forget that it lost $487.2 million in 2017, posted a net gain of $110.1 million in 2018, and then lost $149 million in 2019. It is volatile but trending in the wrong direction overall.</p><p>So even once AMC makes a comeback, investors have to ask themselves if they want any part of it. AMC is a leader in a business that isn’t what it once was. It seems to be adept at finding ways to entice retail investors to provide it with liquidity. I hope those retail investors see AMC stock for the troubled business that it represents moving forward.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC Entertainment Stock Continues to Baffle with Latest Move into Mining</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\">\nAMC Entertainment Stock Continues to Baffle with Latest Move into Mining\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-31 23:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/amc-entertainment-stock-continues-to-baffle-with-latest-move-into-mining/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC(AMC) stock doesn’t gain much from odd miner acquisition based on warrants.The commodities narrative is questionable.Remains fundamentally unappealing and volatileSource: Ian Dewar Photography / ...</p>\n\n<a href=\"https://investorplace.com/2022/03/amc-entertainment-stock-continues-to-baffle-with-latest-move-into-mining/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://investorplace.com/2022/03/amc-entertainment-stock-continues-to-baffle-with-latest-move-into-mining/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120657937","content_text":"AMC(AMC) stock doesn’t gain much from odd miner acquisition based on warrants.The commodities narrative is questionable.Remains fundamentally unappealing and volatileSource: Ian Dewar Photography / ShutterstockThe investment case for AMC Entertainment(NYSE:AMC) stock has not changed following its 22% purchase of Hycroft Mining Holding Corporation(NASDAQ:HYMC). It wasn’t a worthwhile investment before, and it isn’t a worthwhile investment now.The acquisition was indeed a very strange decision. Most of myInvestorPlacecolleagues have come to the same conclusion in that the move isn’t accretive to AMC moving forward. The purchase isn’t going to provide AMC with a lot of financial leeway. Moreover, the fundamental turnaround narrative remains clouded for AMC although its business has been diversified.AMCAMC Entertainment$27.24Interesting DevelopmentAMC’s decision to purchase a 22% stake in gold and silver miner Hycroft Mining Holding Corporation was certainly a surprise. Companies regularly diversify their holdings after all. Therefore, it wouldn’t have been surprising to see AMC, a movie theater chain, diversify by purchasing a related business.That’s what’s puzzling here: Why would a movie theater be interested in a gold and silver mining firm? CEO Adam Aron explained that he believes his firm has the ability to help steer Hycroft Mining through liquidity challenges, capital raises, and effectively communicate with retail investors.So if AMC can help guide Hycroft Mining higher, what does it mean in terms of capital and when might that happen? That’s the real question AMC investors should be asking themselves if this move is making them consider share purchases.WarrantsOne way AMC can benefit from this transaction is through the warrants it received in the deal. It received 23.4 million warrants priced at $1.07 per share.HYMC stock currently trades at $1.28 as of this writing. Let’s say hypothetically that AMC simply exercised those warrants immediately. It could buy 23.4 million HYMC shares at $1.07, sell them all for $1.28, and net the difference of less than $5 million. AMC almost certainly isn’t going to do that.Let’s assume that HYMC rockets up to the $10 levels it traded at pre-pandemic. That would be a much more interesting scenario. AMC would then have an asset in the warrants worth roughly $200 million.Let’s assume the value of those warrants is somewhere in the middle, around $100 million. AMC suffered a $1.269 billion net loss in 2021. $100 million doesn’t change much. It also lost $149 million in 2019. In the case that AMC reverts to its pre-pandemic form $100 million wouldn’t even bring it into the black.What About Silver & Gold?The 71,000 acre Hycroft Mine in Nevada holds 15 million ounces of gold and 600 million ounces of silver. AMC now owns 22% of that.Just running some quick numbers it seems AMC has a significant asset on its hands. It holds rights over 3.3 million ounces of gold and 132 million ounces of silver. The current value based on gold’s spot price of $1,950 per ounce is roughly $6.5 billion and $3.5 for the silver, priced at $26 per ounce.Those metals require time and money to extract. By the time all is said and done that current spot price value becomes significantly less. And again, it requires years to extract gold. All in all, it just seems like a bizarre change of course for AMC to have taken.That leads investors back to AMC’s fundamental investment case.Fundamentally UnappealingAMC lost $4.589 billion in 2020 and $1.269 billion in 2021. Yes, those were exceptional years and the pandemic deserves part of the blame. But let’s not forget that it lost $487.2 million in 2017, posted a net gain of $110.1 million in 2018, and then lost $149 million in 2019. It is volatile but trending in the wrong direction overall.So even once AMC makes a comeback, investors have to ask themselves if they want any part of it. AMC is a leader in a business that isn’t what it once was. It seems to be adept at finding ways to entice retail investors to provide it with liquidity. I hope those retail investors see AMC stock for the troubled business that it represents moving forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806638217,"gmtCreate":1627652934639,"gmtModify":1703494164296,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806638217","repostId":"2155415366","repostType":4,"repost":{"id":"2155415366","pubTimestamp":1627652749,"share":"https://ttm.financial/m/news/2155415366?lang=&edition=fundamental","pubTime":"2021-07-30 21:45","market":"us","language":"en","title":"Why Coinbase's Moon Mission Could Come Crashing Back to Earth","url":"https://stock-news.laohu8.com/highlight/detail?id=2155415366","media":"Motley Fool","summary":"This popular cryptocurrency stock isn't about to take investors to the promised land anytime soon.","content":"<p>Down nearly 30% since getting publicly listed about three months ago, <b>Coinbase Global</b>&nbsp;(NASDAQ:COIN) quickly became <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most disappointing IPOs of the year. The much-anticipated offering was a victim of poor timing, as the price of cryptocurrencies like <b>Bitcoin&nbsp;</b>(CRYPTO:BTC) lost nearly half of their value in the face of regulatory crackdowns. It's safe to say that Coinbase had botched its moonshot mission, that is, the hopes of the stock appreciating rapidly within a very short period of time. </p>\n<p>All is well when we look at Coinbase's past financials -- but they say nothing about the significant risks it is facing again. So let's examine why Coinbase stock is more likely to fall back down to earth rather than ascend and recover to its highs.&nbsp;</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/603768ec3ae971cfc1a0eae8a8af5c38\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Fundamentals don't look so good&nbsp;</h2>\n<p>Unfortunately, investors just aren't so eager about trading in bear markets. Slangs primarily used in the used in the&nbsp; describe their emotions perfectly. Fear, uncertainty, and doubt (FUD)&nbsp;cause many to simply hold on for dear life (HODL), that is, refusing to sell no matter what happens, with their coins while the flow of new capital dries up. All of this is very bad news for brokerage exchanges like Coinbase. In the first quarter of 2021, Coinbase recognized $1.8 billion in revenue by facilitating over $335 billion in cryptocurrency trading volume, which is almost twice the amount it saw for the entirety of 2020.&nbsp;</p>\n<p>However, cryptocurrency trading volume plunged over 40% month over month in June. Factors like China banning crypto mining and skyrocketing power costs to process digital currency transactions led to unprecedented liquidations. In July, crypto trading levels have plunged further to about $65.8 billion a day -- essentially unchanged from July 2019.&nbsp;</p>\n<h2>The business model isn't so viable either</h2>\n<p>Coinbase doesn't really have many distinguishing features from the 381 other exchanges out there. Usually, brokerages can solicit more customers by lowering fees, skipping know-your-customer verification for privacy reasons (and operate as a crypto-to-crypto only exchange), or offering a greater selection of coins, especially initial coin offerings. That's not really the case with Coinbase. The exchanges still charge a number of deposit, withdrawal, buy/sell, and blockchain transaction fees (in addition to network fees). Customers also have to go through a lengthy ID verification process in order to purchase crypto with fiat money. &nbsp;</p>\n<p>What's more, the company only provides market information for 50 currencies and has an even smaller subset for trading. It's not a suitable place to invest in more than 10,900 other popular cryptos and altcoins out there. As a side note, Binance US offers more competitive pricing for cryptocurrency purchases. There are a lot of options out there for investors who just want to buy Bitcoin or <b>Ethereum</b> for the sole purpose of sending them into another exchange to buy a wider selection of coins. </p>\n<h2>Valuation is a major problem&nbsp;</h2>\n<p>Even after the sell-off, Coinbase stock is incredibly overvalued compared to the other crypto stocks. The company currently has a market cap of $63.5 billion. That's huge, considering it may not surpass the $4 billion revenue benchmark this year. In addition, crypto bubbles could deflate for a prolonged period of time just as they inflated, so I'm anticipating both Coinbase's sales and earnings will decline in 2022 compared to 2021. Overall, due to a continued crypto bear market, lack of innovative features, and overvaluation, Coinbase stock is one I would avoid for the time being.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Coinbase's Moon Mission Could Come Crashing Back to Earth</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 Coinbase's Moon Mission Could Come Crashing Back to Earth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 21:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/30/why-coinbases-moon-mission-could-come-crashing-bac/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Down nearly 30% since getting publicly listed about three months ago, Coinbase Global (NASDAQ:COIN) quickly became one of the most disappointing IPOs of the year. The much-anticipated offering was a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/30/why-coinbases-moon-mission-could-come-crashing-bac/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.fool.com/investing/2021/07/30/why-coinbases-moon-mission-could-come-crashing-bac/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155415366","content_text":"Down nearly 30% since getting publicly listed about three months ago, Coinbase Global (NASDAQ:COIN) quickly became one of the most disappointing IPOs of the year. The much-anticipated offering was a victim of poor timing, as the price of cryptocurrencies like Bitcoin (CRYPTO:BTC) lost nearly half of their value in the face of regulatory crackdowns. It's safe to say that Coinbase had botched its moonshot mission, that is, the hopes of the stock appreciating rapidly within a very short period of time. \nAll is well when we look at Coinbase's past financials -- but they say nothing about the significant risks it is facing again. So let's examine why Coinbase stock is more likely to fall back down to earth rather than ascend and recover to its highs. \nImage source: Getty Images.\nFundamentals don't look so good \nUnfortunately, investors just aren't so eager about trading in bear markets. Slangs primarily used in the used in the  describe their emotions perfectly. Fear, uncertainty, and doubt (FUD) cause many to simply hold on for dear life (HODL), that is, refusing to sell no matter what happens, with their coins while the flow of new capital dries up. All of this is very bad news for brokerage exchanges like Coinbase. In the first quarter of 2021, Coinbase recognized $1.8 billion in revenue by facilitating over $335 billion in cryptocurrency trading volume, which is almost twice the amount it saw for the entirety of 2020. \nHowever, cryptocurrency trading volume plunged over 40% month over month in June. Factors like China banning crypto mining and skyrocketing power costs to process digital currency transactions led to unprecedented liquidations. In July, crypto trading levels have plunged further to about $65.8 billion a day -- essentially unchanged from July 2019. \nThe business model isn't so viable either\nCoinbase doesn't really have many distinguishing features from the 381 other exchanges out there. Usually, brokerages can solicit more customers by lowering fees, skipping know-your-customer verification for privacy reasons (and operate as a crypto-to-crypto only exchange), or offering a greater selection of coins, especially initial coin offerings. That's not really the case with Coinbase. The exchanges still charge a number of deposit, withdrawal, buy/sell, and blockchain transaction fees (in addition to network fees). Customers also have to go through a lengthy ID verification process in order to purchase crypto with fiat money.  \nWhat's more, the company only provides market information for 50 currencies and has an even smaller subset for trading. It's not a suitable place to invest in more than 10,900 other popular cryptos and altcoins out there. As a side note, Binance US offers more competitive pricing for cryptocurrency purchases. There are a lot of options out there for investors who just want to buy Bitcoin or Ethereum for the sole purpose of sending them into another exchange to buy a wider selection of coins. \nValuation is a major problem \nEven after the sell-off, Coinbase stock is incredibly overvalued compared to the other crypto stocks. The company currently has a market cap of $63.5 billion. That's huge, considering it may not surpass the $4 billion revenue benchmark this year. In addition, crypto bubbles could deflate for a prolonged period of time just as they inflated, so I'm anticipating both Coinbase's sales and earnings will decline in 2022 compared to 2021. Overall, due to a continued crypto bear market, lack of innovative features, and overvaluation, Coinbase stock is one I would avoid for the time being.","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":131707296,"gmtCreate":1621893668315,"gmtModify":1704363820757,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Nothing is gonna stop Musk! Let’s buy the dip and go for it! Like and comment please. Thanks everyone!","listText":"Nothing is gonna stop Musk! Let’s buy the dip and go for it! Like and comment please. Thanks everyone!","text":"Nothing is gonna stop Musk! Let’s buy the dip and go for it! Like and comment please. Thanks everyone!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/131707296","repostId":"2137155484","repostType":4,"repost":{"id":"2137155484","pubTimestamp":1621869900,"share":"https://ttm.financial/m/news/2137155484?lang=&edition=fundamental","pubTime":"2021-05-24 23:25","market":"us","language":"en","title":"Tesla Slapped With a Fine in Norway for Reducing Battery Capacities and Charging Speeds","url":"https://stock-news.laohu8.com/highlight/detail?id=2137155484","media":"StreetInsider","summary":"Norway has ordered Tesla  to pay 136,000 kroner  each to thousands of customers in the country for issuing a software update that slowed down charging speeds, according to the local online newspaper Nettavisen.In 2019, the U.S. electric carmaker launched a software update for Tesla Model S cars produced between 2013 and 2015, resulting in dozens of complaints among Tesla owners in Norway. More specifically, the owners of these vehicles were reported to have reduced range and slower charging spee","content":"<p>Norway has ordered Tesla (NASDAQ: TSLA) to pay 136,000 kroner ($16,000) each to thousands of customers in the country for issuing a software update that slowed down charging speeds, according to the local online newspaper Nettavisen.</p>\n<p>In 2019, the U.S. electric carmaker launched a software update for Tesla Model S cars produced between 2013 and 2015, resulting in dozens of complaints among Tesla owners in Norway. More specifically, the owners of these vehicles were reported to have reduced range and slower charging speeds at Tesla’s Supercharger network.</p>\n<p>The automaker is now ordered to pay about $16,000 to each customer to resolve the case. According to Nettavisen, around 10,000 Model S vehicles have been sold during that period, which would result in a hefty fine for Tesla.</p>\n<p>The order was issued on May 17th and Tesla was instructed to pay the fine until May 30th. Else, the carmaker can file an appeal with the Oslo council.</p>\n<p>But this is not the first time Tesla customers have reported this kind of issue. The carmaker is also facing similar complaints in the United States where consumers have filed a class-action lawsuit against the carmaker for affecting charging speeds in older Tesla cars. The lawsuit alleges that Tesla has reduced range among older vehicles by as much as 40 miles, in some cases.</p>\n<p>Despite this news, shares of Tesla are up 3% on the day to trade around the $600.00 mark again.</p>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Slapped With a Fine in Norway for Reducing Battery Capacities and Charging Speeds</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 Slapped With a Fine in Norway for Reducing Battery Capacities and Charging Speeds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=18463881><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Norway has ordered Tesla (NASDAQ: TSLA) to pay 136,000 kroner ($16,000) each to thousands of customers in the country for issuing a software update that slowed down charging speeds, according to the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=18463881\">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.streetinsider.com/dr/news.php?id=18463881","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137155484","content_text":"Norway has ordered Tesla (NASDAQ: TSLA) to pay 136,000 kroner ($16,000) each to thousands of customers in the country for issuing a software update that slowed down charging speeds, according to the local online newspaper Nettavisen.\nIn 2019, the U.S. electric carmaker launched a software update for Tesla Model S cars produced between 2013 and 2015, resulting in dozens of complaints among Tesla owners in Norway. More specifically, the owners of these vehicles were reported to have reduced range and slower charging speeds at Tesla’s Supercharger network.\nThe automaker is now ordered to pay about $16,000 to each customer to resolve the case. According to Nettavisen, around 10,000 Model S vehicles have been sold during that period, which would result in a hefty fine for Tesla.\nThe order was issued on May 17th and Tesla was instructed to pay the fine until May 30th. Else, the carmaker can file an appeal with the Oslo council.\nBut this is not the first time Tesla customers have reported this kind of issue. The carmaker is also facing similar complaints in the United States where consumers have filed a class-action lawsuit against the carmaker for affecting charging speeds in older Tesla cars. The lawsuit alleges that Tesla has reduced range among older vehicles by as much as 40 miles, in some cases.\nDespite this news, shares of Tesla are up 3% on the day to trade around the $600.00 mark again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037327028,"gmtCreate":1648037917189,"gmtModify":1676534295459,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Tough&nbsp;","listText":"Tough&nbsp;","text":"Tough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037327028","repostId":"1115359079","repostType":4,"repost":{"id":"1115359079","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":1648036619,"share":"https://ttm.financial/m/news/1115359079?lang=&edition=fundamental","pubTime":"2022-03-23 19:56","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Dropped to Give Back Some Gains; Gamestop Surged Over 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115359079","media":"Tiger Newspress","summary":"U.S. Stock futures fell Wednesday morning after rising a day earlier, as investors contemplated the ","content":"<html><head></head><body><p>U.S. Stock futures fell Wednesday morning after rising a day earlier, as investors contemplated the potential for the Federal Reserve to take an even more aggressive approach to rein in inflation.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were down 107 points, or 0.31%, S&amp;P 500 e-minis were down 17.75 points, or 0.39%, and Nasdaq 100 e-minis were down 93 points, or 0.63%.</p><p><img src=\"https://static.tigerbbs.com/4ec43a12b156bed399c218b8a54931f8\" tg-width=\"314\" tg-height=\"124\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/GIS\">General Mills</a></b> – General Mills gained 1.6% in the premarket after reporting better-than-expected quarterly earnings and raising its full-year outlook. The food maker earned an adjusted 84 cents per share, 6 cents above estimates, with revenue essentially in line with analyst forecasts. General Mills said demand for food at home continues to be elevated.</p><p><b><a href=\"https://laohu8.com/S/WGO\">Winnebago</a></b> – The recreational vehicle maker reported adjusted quarterly earnings of $3.14 per share, beating the $2.94 consensus estimate, and revenue also topped Street forecasts. Results were helped by strong consumer demand and higher prices. However, Winnebago shares lost 2.4% in premarket action.</p><p><b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> – GameStop soared 12.4% in premarket trading after an SEC filing showed that Chairman Ryan Cohen had bought 100,000 additional shares, raising his stake in the videogame retailer to 11.9%.</p><p><b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> – Adobe beat estimates by 3 cents with adjusted quarterly earnings of $3.37 per share. The software maker’s revenue was slightly above estimates. However, Adobe cut its forecast for a key subscription revenue measure, expecting a $75 million hit for existing business in Russia and Belarus. Adobe slid 2.7% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/TLRY\">Tilray Inc.</a></b>,<b><a href=\"https://laohu8.com/S/CGC\">Canopy Growth Corporation</a></b>,<b><a href=\"https://laohu8.com/S/ACB\">Aurora Cannabis Inc</a></b>,<b><a href=\"https://laohu8.com/S/SNDL\">Sundial Growers Inc.</a></b> – U.S.-listed marijuana stocks jumped in the premarket following news of two takeover deals in the industry. Cresco Labs is buying Columbia Care for $2 billion in stock, while Aurora Cannabis is acquiring Thrive Cannabis parent TerraFarma for C$38 billion in cash and stock plus certain incentives. Tilray jumped 10.9% in the premarket, with Canopy Growth up 4%, Aurora Cannabis rallying 7.6% and Sundial surging 8.6%.</p><p><b><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a></b> – Okta said a preliminary investigation found no evidence of ongoing malicious activity, following news of a hacker breach. The digital authentication company said up to 366 customers may have been impacted by the breach, but noted hackers gained only limited access. Okta dropped 3.6% in premarket action.</p><p><b><a href=\"https://laohu8.com/S/NLSN\">Nielsen Holdings PLC</a></b> – Private equity firms Brookfield Asset Management and Elliott Investment Management are considering raising their offer for Nielsen, according to people familiar with the matter who spoke to Bloomberg. Nielsen had rejected a prior offer of $25.40 per share, saying it undervalued the company.</p><p><b><a href=\"https://laohu8.com/S/POSH\">Poshmark, Inc.</a></b> – Poshmark slid 9.4% in the premarket after the operator of a new and used clothing marketplace gave weaker-than-expected guidance for the current quarter. Poshmark reported better-than-expected revenue for its most recent quarter, along with a slightly smaller-than-expected loss.</p><p><b>Market News</b></p><p><b><a href=\"https://laohu8.com/S/00700\">TENCENT</a></b> on Wednesday posted an 8 percent rise in fourth-quarter revenue in its slowest growth since going public in 2004, revenue rose to 144.2 billion yuan ($22.63 billion) from 133.7 billion</p><p>Elon Musk’s tweets about <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> will remain a valid subject for government investigation even if a court decides to throw out a 2018 agreement between the billionaire and the U.S. Securities and Exchange Commission, the agency told a judge.</p><p>Boston Consulting Group claims it hasn’t been paid about $30 million in fees for its work “setting the company on a more sustainable path” 2 1/2 years ago.<b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> said it will fight the suit, which it said lacks merit and reflects BCG’s “prioritization of excessive fees over clients’ interests.”</p><p><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b> said that the hacker group Lapsus$ gained “limited access” to its systems, following a claim by the group that it obtained source code for the Bing search engine and Cortana voice assistant.</p><p>House Speaker Nancy Pelosi (D-Calif.) disclosed her financier husband purchased more than $2 million in <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> stock last week, marking one of the lawmaker&#39;s biggest equity investments this year</p><p><b><a href=\"https://laohu8.com/S/TM\">Toyota</a></b> announced a 100 billion yen ($826 million) stock buyback, with its shares trading more than 10% off recent highs. It will repurchase the shares between Thursday and May 10, around the time it typically announces full-year earnings.</p><p>Hundreds of customers of digital authentication firm <b><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a></b> have possibly been affected by a security breach caused by a hacking group known as Lapsus$, the company said on Tuesday.</p><p><b><a href=\"https://laohu8.com/S/VLKAF\">Volkswagen AG</a></b> said it will invest more than 7 billion euros ($7.7 billion) in Spain including a battery plant alongside a range of suppliers to establish an electric-vehicle supply chain in the country.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜U.S. Stock Futures Dropped to Give Back Some Gains; Gamestop Surged Over 12%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜U.S. Stock Futures Dropped to Give Back Some Gains; Gamestop Surged Over 12%\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\">2022-03-23 19:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Stock futures fell Wednesday morning after rising a day earlier, as investors contemplated the potential for the Federal Reserve to take an even more aggressive approach to rein in inflation.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were down 107 points, or 0.31%, S&amp;P 500 e-minis were down 17.75 points, or 0.39%, and Nasdaq 100 e-minis were down 93 points, or 0.63%.</p><p><img src=\"https://static.tigerbbs.com/4ec43a12b156bed399c218b8a54931f8\" tg-width=\"314\" tg-height=\"124\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/GIS\">General Mills</a></b> – General Mills gained 1.6% in the premarket after reporting better-than-expected quarterly earnings and raising its full-year outlook. The food maker earned an adjusted 84 cents per share, 6 cents above estimates, with revenue essentially in line with analyst forecasts. General Mills said demand for food at home continues to be elevated.</p><p><b><a href=\"https://laohu8.com/S/WGO\">Winnebago</a></b> – The recreational vehicle maker reported adjusted quarterly earnings of $3.14 per share, beating the $2.94 consensus estimate, and revenue also topped Street forecasts. Results were helped by strong consumer demand and higher prices. However, Winnebago shares lost 2.4% in premarket action.</p><p><b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> – GameStop soared 12.4% in premarket trading after an SEC filing showed that Chairman Ryan Cohen had bought 100,000 additional shares, raising his stake in the videogame retailer to 11.9%.</p><p><b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> – Adobe beat estimates by 3 cents with adjusted quarterly earnings of $3.37 per share. The software maker’s revenue was slightly above estimates. However, Adobe cut its forecast for a key subscription revenue measure, expecting a $75 million hit for existing business in Russia and Belarus. Adobe slid 2.7% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/TLRY\">Tilray Inc.</a></b>,<b><a href=\"https://laohu8.com/S/CGC\">Canopy Growth Corporation</a></b>,<b><a href=\"https://laohu8.com/S/ACB\">Aurora Cannabis Inc</a></b>,<b><a href=\"https://laohu8.com/S/SNDL\">Sundial Growers Inc.</a></b> – U.S.-listed marijuana stocks jumped in the premarket following news of two takeover deals in the industry. Cresco Labs is buying Columbia Care for $2 billion in stock, while Aurora Cannabis is acquiring Thrive Cannabis parent TerraFarma for C$38 billion in cash and stock plus certain incentives. Tilray jumped 10.9% in the premarket, with Canopy Growth up 4%, Aurora Cannabis rallying 7.6% and Sundial surging 8.6%.</p><p><b><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a></b> – Okta said a preliminary investigation found no evidence of ongoing malicious activity, following news of a hacker breach. The digital authentication company said up to 366 customers may have been impacted by the breach, but noted hackers gained only limited access. Okta dropped 3.6% in premarket action.</p><p><b><a href=\"https://laohu8.com/S/NLSN\">Nielsen Holdings PLC</a></b> – Private equity firms Brookfield Asset Management and Elliott Investment Management are considering raising their offer for Nielsen, according to people familiar with the matter who spoke to Bloomberg. Nielsen had rejected a prior offer of $25.40 per share, saying it undervalued the company.</p><p><b><a href=\"https://laohu8.com/S/POSH\">Poshmark, Inc.</a></b> – Poshmark slid 9.4% in the premarket after the operator of a new and used clothing marketplace gave weaker-than-expected guidance for the current quarter. Poshmark reported better-than-expected revenue for its most recent quarter, along with a slightly smaller-than-expected loss.</p><p><b>Market News</b></p><p><b><a href=\"https://laohu8.com/S/00700\">TENCENT</a></b> on Wednesday posted an 8 percent rise in fourth-quarter revenue in its slowest growth since going public in 2004, revenue rose to 144.2 billion yuan ($22.63 billion) from 133.7 billion</p><p>Elon Musk’s tweets about <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> will remain a valid subject for government investigation even if a court decides to throw out a 2018 agreement between the billionaire and the U.S. Securities and Exchange Commission, the agency told a judge.</p><p>Boston Consulting Group claims it hasn’t been paid about $30 million in fees for its work “setting the company on a more sustainable path” 2 1/2 years ago.<b><a href=\"https://laohu8.com/S/GME\">GameStop</a></b> said it will fight the suit, which it said lacks merit and reflects BCG’s “prioritization of excessive fees over clients’ interests.”</p><p><b><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></b> said that the hacker group Lapsus$ gained “limited access” to its systems, following a claim by the group that it obtained source code for the Bing search engine and Cortana voice assistant.</p><p>House Speaker Nancy Pelosi (D-Calif.) disclosed her financier husband purchased more than $2 million in <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> stock last week, marking one of the lawmaker&#39;s biggest equity investments this year</p><p><b><a href=\"https://laohu8.com/S/TM\">Toyota</a></b> announced a 100 billion yen ($826 million) stock buyback, with its shares trading more than 10% off recent highs. It will repurchase the shares between Thursday and May 10, around the time it typically announces full-year earnings.</p><p>Hundreds of customers of digital authentication firm <b><a href=\"https://laohu8.com/S/OKTA\">Okta Inc.</a></b> have possibly been affected by a security breach caused by a hacking group known as Lapsus$, the company said on Tuesday.</p><p><b><a href=\"https://laohu8.com/S/VLKAF\">Volkswagen AG</a></b> said it will invest more than 7 billion euros ($7.7 billion) in Spain including a battery plant alongside a range of suppliers to establish an electric-vehicle supply chain in the country.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115359079","content_text":"U.S. Stock futures fell Wednesday morning after rising a day earlier, as investors contemplated the potential for the Federal Reserve to take an even more aggressive approach to rein in inflation.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were down 107 points, or 0.31%, S&P 500 e-minis were down 17.75 points, or 0.39%, and Nasdaq 100 e-minis were down 93 points, or 0.63%.Pre-Market MoversGeneral Mills – General Mills gained 1.6% in the premarket after reporting better-than-expected quarterly earnings and raising its full-year outlook. The food maker earned an adjusted 84 cents per share, 6 cents above estimates, with revenue essentially in line with analyst forecasts. General Mills said demand for food at home continues to be elevated.Winnebago – The recreational vehicle maker reported adjusted quarterly earnings of $3.14 per share, beating the $2.94 consensus estimate, and revenue also topped Street forecasts. Results were helped by strong consumer demand and higher prices. However, Winnebago shares lost 2.4% in premarket action.GameStop – GameStop soared 12.4% in premarket trading after an SEC filing showed that Chairman Ryan Cohen had bought 100,000 additional shares, raising his stake in the videogame retailer to 11.9%.Adobe – Adobe beat estimates by 3 cents with adjusted quarterly earnings of $3.37 per share. The software maker’s revenue was slightly above estimates. However, Adobe cut its forecast for a key subscription revenue measure, expecting a $75 million hit for existing business in Russia and Belarus. Adobe slid 2.7% in the premarket.Tilray Inc.,Canopy Growth Corporation,Aurora Cannabis Inc,Sundial Growers Inc. – U.S.-listed marijuana stocks jumped in the premarket following news of two takeover deals in the industry. Cresco Labs is buying Columbia Care for $2 billion in stock, while Aurora Cannabis is acquiring Thrive Cannabis parent TerraFarma for C$38 billion in cash and stock plus certain incentives. Tilray jumped 10.9% in the premarket, with Canopy Growth up 4%, Aurora Cannabis rallying 7.6% and Sundial surging 8.6%.Okta Inc. – Okta said a preliminary investigation found no evidence of ongoing malicious activity, following news of a hacker breach. The digital authentication company said up to 366 customers may have been impacted by the breach, but noted hackers gained only limited access. Okta dropped 3.6% in premarket action.Nielsen Holdings PLC – Private equity firms Brookfield Asset Management and Elliott Investment Management are considering raising their offer for Nielsen, according to people familiar with the matter who spoke to Bloomberg. Nielsen had rejected a prior offer of $25.40 per share, saying it undervalued the company.Poshmark, Inc. – Poshmark slid 9.4% in the premarket after the operator of a new and used clothing marketplace gave weaker-than-expected guidance for the current quarter. Poshmark reported better-than-expected revenue for its most recent quarter, along with a slightly smaller-than-expected loss.Market NewsTENCENT on Wednesday posted an 8 percent rise in fourth-quarter revenue in its slowest growth since going public in 2004, revenue rose to 144.2 billion yuan ($22.63 billion) from 133.7 billionElon Musk’s tweets about Tesla Motors will remain a valid subject for government investigation even if a court decides to throw out a 2018 agreement between the billionaire and the U.S. Securities and Exchange Commission, the agency told a judge.Boston Consulting Group claims it hasn’t been paid about $30 million in fees for its work “setting the company on a more sustainable path” 2 1/2 years ago.GameStop said it will fight the suit, which it said lacks merit and reflects BCG’s “prioritization of excessive fees over clients’ interests.”Microsoft said that the hacker group Lapsus$ gained “limited access” to its systems, following a claim by the group that it obtained source code for the Bing search engine and Cortana voice assistant.House Speaker Nancy Pelosi (D-Calif.) disclosed her financier husband purchased more than $2 million in Tesla Motors stock last week, marking one of the lawmaker's biggest equity investments this yearToyota announced a 100 billion yen ($826 million) stock buyback, with its shares trading more than 10% off recent highs. It will repurchase the shares between Thursday and May 10, around the time it typically announces full-year earnings.Hundreds of customers of digital authentication firm Okta Inc. have possibly been affected by a security breach caused by a hacking group known as Lapsus$, the company said on Tuesday.Volkswagen AG said it will invest more than 7 billion euros ($7.7 billion) in Spain including a battery plant alongside a range of suppliers to establish an electric-vehicle supply chain in the country.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031821778,"gmtCreate":1646526381119,"gmtModify":1676534136219,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031821778","repostId":"1178979994","repostType":4,"repost":{"id":"1178979994","pubTimestamp":1646440407,"share":"https://ttm.financial/m/news/1178979994?lang=&edition=fundamental","pubTime":"2022-03-05 08:33","market":"us","language":"en","title":"3 Top MLPs to Buy For High Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=1178979994","media":"InvestorPlace","summary":"We believe that investors searching for income consider owning master limited partnerships, or MLPs.","content":"<html><head></head><body><p>We believe that investors searching for income consider owning master limited partnerships, or MLPs. These stocks typically provide very high yields, often in the high single- to low double-digit range.</p><p>Of course, high yields often come with high risk, so investors need to identify high-quality MLPs that are likely to continue to at least maintain, if not raise, their distribution.</p><p>Three of our top high-yield MLPs that we believe will continue to pay high yields to shareholders include:</p><ul><li><b>Enterprise Products Partners</b>(NYSE:<b><u>EPD</u></b>)</li><li><b>KNOT Offshore Partners</b>(NYSE:<b><u>KNOP</u></b>)</li><li><b>Magellan Midstream Partners</b>(NYSE:<b><u>MMP</u></b>)</li></ul><p>Enterprise Products Partners (EPD)</p><p>Our first name for consideration is Enterprise Products Partners, one of the largest MLPs in the industry. The $54.5 billion partnership generates annual revenue of close to $41 billion.</p><p>Enterprise Products Partners stores and transports oil and gas through its massive pipeline system. In total, the partnership has nearly 50,000 miles of pipeline that transport natural gas, natural gas liquids, crude oil, and refined products. Enterprise Products Partners has storage facilities that can hold more than 250 million barrels.</p><p>The partnership’s extensive network of pipeline grants it a diversity of asset and geographic reach. Enterprise Products Partners is also able to pivot its pipeline system to move whatever energy product it wishes. This gives Enterprise Products Partners an asset base that few other in the industry can match. It would be cost prohibitive and maybe even politically impossible for another partnership to try to replicate what the partnership has created.</p><p>Enterprise Products Partners’ collects fees on the materials that it transports and stores, making the partnership a toll road for those wishing to move energy products. This helps to insulate the business from the ups and downs of the energy price cycle.</p><p>Enterprise Products Partners is also well positioned to take advantage of the growing demand for liquefied natural gas and liquefied petroleum gas. The partnership has a number of terminals that will aid the business as the U.S. exports grow in size over the next few years.</p><p>A credit rating of BBB+ and Baa1 from Standard &amp; Poor’s and Moody’s, respectively, means that the partnership has a better balance sheet than the vast majority of MLPs.</p><p>The business is been very successful over the years, which has allowed Enterprise Products Partners to raise its dividend for 23 consecutive years. This includes a 3.3% increase for the February 11th, 2022 payment. Enterprise Products Partners differs from most other companies in that it often raises its dividend every quarter, except for 2021, where the dividend was held constant all four payments. Using the new annualized dividend, distributions have a CAGR of more than 4% over the last decade.</p><p>Shares yield 7.4%, more than five times the average yield of the S&amp;P 500 Index. The dividend also looks to be in very sound ground, as Enterprise Products Partners has an average distributable cash flow per unit payout ratio of 57% over the last decade. Combining this reasonable payout ratio with a distribution coverage ratio of more than 1.6x, Enterprise Products Partners is poised to continue to raise its already generous dividend.</p><p>KNOT Offshore Partners (KNOP)</p><p>Our next pick of MLPs is KNOT Offshore Partners, which owns and operates shuttle tankers in the North Sea and Brazil. The partnership has a market capitalization of $525 million and revenue of $279 million last year.</p><p>Knutsen NYK Offshore tankers AS, which is the sponsor for the partnership, has the responsibility of finding, purchasing, and dropping down of ships to KNOT Offshore Partners. As a result, the business is extremely efficient and has just one employee, its CEO.</p><p>The partnership provides loading, transportation, and storage of crude oil under time charters and bareboat charters. Currently, there are seventeen shuttle tankers in service, most of which has long-term and fixed contracts that must be paid regardless of the price of energy. KNOT Offshore Partners’ shuttle tankers have an average age of just under 8 years, which means that the partnership could see several decades of use from its present fleet.</p><p>Due to its business model, KNOT Offshore Partners hasn’t seen the fluctuations in distributable cash flow per unit that many of its peers have experienced. This is due to its contractual agreements and its ability to see higher rental rates when the price of energy is higher. This pattern is likely to continue as the sponsor could drop down as many as three new shuttle tankers through the end of the year.</p><p>At the time of its most recent quarterly report, KNOT Offshore Partners had a utilization rate of 91.9%. This was below the prior year’s result, but this was due mostly to the timing of a charter contract and mechanical issues with another shuttle.</p><p>KNOT Offshore Partners has maintained the same quarterly distribution of $0.52 per share since the November 13th, 2015 payment. The expected coverage ratio for last year is just 1.2, lower than it has been in recent years. The expected distributable cash flow payout ratio is also higher than normal at 84% for 2021. Historically, the payout ratio has been near 70%. Therefore, we do not anticipate that the partnership will raise its dividend in the near future. The tradeoff to this lack of growth is that shareholders are receiving a 13.4% yield today.</p><p>Even with a high payout ratio and lack of dividend growth, we remain confident that KNOT Offshore Partners will be able to continue making its payments to shareholders. The business model has proven successful at navigating other difficult operating environments and will energy prices surging, KNOT Offshore Partners is expected continuing to see high demand for shuttle tankers.</p><p>Magellan Midstream Partners (MMP)</p><p>Our final pick among MLPs is Magellan Midstream Partners, which operates a vast pipeline network. The partnership is valued at $10.4 billion and has annual revenue of $2.8 billion.</p><p>Like Enterprise Products Partners, Magellan Midstream Partners operates one of the longest pipeline systems of refined products in the country. The partnership operates 9,800 miles of pipeline and 54 terminals used in the transportation of refined products. Two storage facilities can hold 18 million barrels of product as well. The partnership also has 2,200 miles of crude oil pipeline and can store 37 million barrels. Magellan Midstream Partners connects to nearly half of the refining capacity in the U.S., giving it a size and scale that few, if any, are able to compete with.</p><p>Given the breadth of Magellan Midstream Partners’ pipeline and storage network, the partnership is able to offer customers connection between refineries and gas stations and railroads throughout much of the country. As a result, Magellan Midstream Partners’ contracts often include inflation adjusted increases in fees, which is almost certainly benefiting the partnership given the rise in inflation.</p><p>Magellan Midstream Partners has a fee-based model. Less than 10% of operating income is sensitive to energy prices, helping to insulate the partnership against downturns in the market. This could limit some upside potential, but this business model offers some stability in an industry where stability is rare.</p><p>Magellan Midstream Partners had raised its dividend 70 consecutive quarters prior to freezing it due to the Covid-19 pandemic. The partnership last raised its dividend 1% for the November 12th, 2021 payment date. The payout ratio is expected to be 80% for 2021, in-line with the average of the last five years. Leadership also has a coverage ratio target of at least 1.2. Our expected coverage ratio for 2022 of 1.25 is ahead of this target.  Shares of the partnership yield 8.5%.</p><p>Final Thoughts</p><p>Investors searching for sources of high yields that are secure don’t often have too many options to choose from. Enterprise Products Partners, KNOT Offshore Partners, and Magellan Midstream Partners are three names we believe can continue to offer investors generous yields that appear safe from a dividend cut.</p><p>Each of these MLPs has competitive advantages that help separate it from the rest of the industry, leading to the generous yields that each offers. Each partnership also has sufficient coverage that a dividend cut does not appear to be imminent.</p><p>This suggests that investors looking for safe and high yields consider adding Enterprise Products Partners, KNOT Offshore Partners, or Magellan Midstream Partners to their portfolio.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top MLPs to Buy For High Yields</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top MLPs to Buy For High Yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-05 08:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/3-top-mlps-to-buy-for-high-yields/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We believe that investors searching for income consider owning master limited partnerships, or MLPs. These stocks typically provide very high yields, often in the high single- to low double-digit ...</p>\n\n<a href=\"https://investorplace.com/2022/03/3-top-mlps-to-buy-for-high-yields/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EPD":"Enterprise Products Partners L.P","KNOP":"KNOT Offshore Partners LP Common"},"source_url":"https://investorplace.com/2022/03/3-top-mlps-to-buy-for-high-yields/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178979994","content_text":"We believe that investors searching for income consider owning master limited partnerships, or MLPs. These stocks typically provide very high yields, often in the high single- to low double-digit range.Of course, high yields often come with high risk, so investors need to identify high-quality MLPs that are likely to continue to at least maintain, if not raise, their distribution.Three of our top high-yield MLPs that we believe will continue to pay high yields to shareholders include:Enterprise Products Partners(NYSE:EPD)KNOT Offshore Partners(NYSE:KNOP)Magellan Midstream Partners(NYSE:MMP)Enterprise Products Partners (EPD)Our first name for consideration is Enterprise Products Partners, one of the largest MLPs in the industry. The $54.5 billion partnership generates annual revenue of close to $41 billion.Enterprise Products Partners stores and transports oil and gas through its massive pipeline system. In total, the partnership has nearly 50,000 miles of pipeline that transport natural gas, natural gas liquids, crude oil, and refined products. Enterprise Products Partners has storage facilities that can hold more than 250 million barrels.The partnership’s extensive network of pipeline grants it a diversity of asset and geographic reach. Enterprise Products Partners is also able to pivot its pipeline system to move whatever energy product it wishes. This gives Enterprise Products Partners an asset base that few other in the industry can match. It would be cost prohibitive and maybe even politically impossible for another partnership to try to replicate what the partnership has created.Enterprise Products Partners’ collects fees on the materials that it transports and stores, making the partnership a toll road for those wishing to move energy products. This helps to insulate the business from the ups and downs of the energy price cycle.Enterprise Products Partners is also well positioned to take advantage of the growing demand for liquefied natural gas and liquefied petroleum gas. The partnership has a number of terminals that will aid the business as the U.S. exports grow in size over the next few years.A credit rating of BBB+ and Baa1 from Standard & Poor’s and Moody’s, respectively, means that the partnership has a better balance sheet than the vast majority of MLPs.The business is been very successful over the years, which has allowed Enterprise Products Partners to raise its dividend for 23 consecutive years. This includes a 3.3% increase for the February 11th, 2022 payment. Enterprise Products Partners differs from most other companies in that it often raises its dividend every quarter, except for 2021, where the dividend was held constant all four payments. Using the new annualized dividend, distributions have a CAGR of more than 4% over the last decade.Shares yield 7.4%, more than five times the average yield of the S&P 500 Index. The dividend also looks to be in very sound ground, as Enterprise Products Partners has an average distributable cash flow per unit payout ratio of 57% over the last decade. Combining this reasonable payout ratio with a distribution coverage ratio of more than 1.6x, Enterprise Products Partners is poised to continue to raise its already generous dividend.KNOT Offshore Partners (KNOP)Our next pick of MLPs is KNOT Offshore Partners, which owns and operates shuttle tankers in the North Sea and Brazil. The partnership has a market capitalization of $525 million and revenue of $279 million last year.Knutsen NYK Offshore tankers AS, which is the sponsor for the partnership, has the responsibility of finding, purchasing, and dropping down of ships to KNOT Offshore Partners. As a result, the business is extremely efficient and has just one employee, its CEO.The partnership provides loading, transportation, and storage of crude oil under time charters and bareboat charters. Currently, there are seventeen shuttle tankers in service, most of which has long-term and fixed contracts that must be paid regardless of the price of energy. KNOT Offshore Partners’ shuttle tankers have an average age of just under 8 years, which means that the partnership could see several decades of use from its present fleet.Due to its business model, KNOT Offshore Partners hasn’t seen the fluctuations in distributable cash flow per unit that many of its peers have experienced. This is due to its contractual agreements and its ability to see higher rental rates when the price of energy is higher. This pattern is likely to continue as the sponsor could drop down as many as three new shuttle tankers through the end of the year.At the time of its most recent quarterly report, KNOT Offshore Partners had a utilization rate of 91.9%. This was below the prior year’s result, but this was due mostly to the timing of a charter contract and mechanical issues with another shuttle.KNOT Offshore Partners has maintained the same quarterly distribution of $0.52 per share since the November 13th, 2015 payment. The expected coverage ratio for last year is just 1.2, lower than it has been in recent years. The expected distributable cash flow payout ratio is also higher than normal at 84% for 2021. Historically, the payout ratio has been near 70%. Therefore, we do not anticipate that the partnership will raise its dividend in the near future. The tradeoff to this lack of growth is that shareholders are receiving a 13.4% yield today.Even with a high payout ratio and lack of dividend growth, we remain confident that KNOT Offshore Partners will be able to continue making its payments to shareholders. The business model has proven successful at navigating other difficult operating environments and will energy prices surging, KNOT Offshore Partners is expected continuing to see high demand for shuttle tankers.Magellan Midstream Partners (MMP)Our final pick among MLPs is Magellan Midstream Partners, which operates a vast pipeline network. The partnership is valued at $10.4 billion and has annual revenue of $2.8 billion.Like Enterprise Products Partners, Magellan Midstream Partners operates one of the longest pipeline systems of refined products in the country. The partnership operates 9,800 miles of pipeline and 54 terminals used in the transportation of refined products. Two storage facilities can hold 18 million barrels of product as well. The partnership also has 2,200 miles of crude oil pipeline and can store 37 million barrels. Magellan Midstream Partners connects to nearly half of the refining capacity in the U.S., giving it a size and scale that few, if any, are able to compete with.Given the breadth of Magellan Midstream Partners’ pipeline and storage network, the partnership is able to offer customers connection between refineries and gas stations and railroads throughout much of the country. As a result, Magellan Midstream Partners’ contracts often include inflation adjusted increases in fees, which is almost certainly benefiting the partnership given the rise in inflation.Magellan Midstream Partners has a fee-based model. Less than 10% of operating income is sensitive to energy prices, helping to insulate the partnership against downturns in the market. This could limit some upside potential, but this business model offers some stability in an industry where stability is rare.Magellan Midstream Partners had raised its dividend 70 consecutive quarters prior to freezing it due to the Covid-19 pandemic. The partnership last raised its dividend 1% for the November 12th, 2021 payment date. The payout ratio is expected to be 80% for 2021, in-line with the average of the last five years. Leadership also has a coverage ratio target of at least 1.2. Our expected coverage ratio for 2022 of 1.25 is ahead of this target.  Shares of the partnership yield 8.5%.Final ThoughtsInvestors searching for sources of high yields that are secure don’t often have too many options to choose from. Enterprise Products Partners, KNOT Offshore Partners, and Magellan Midstream Partners are three names we believe can continue to offer investors generous yields that appear safe from a dividend cut.Each of these MLPs has competitive advantages that help separate it from the rest of the industry, leading to the generous yields that each offers. Each partnership also has sufficient coverage that a dividend cut does not appear to be imminent.This suggests that investors looking for safe and high yields consider adding Enterprise Products Partners, KNOT Offshore Partners, or Magellan Midstream Partners to their portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007393064,"gmtCreate":1642764936156,"gmtModify":1676533743940,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Yep","listText":"Yep","text":"Yep","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007393064","repostId":"1171199849","repostType":4,"repost":{"id":"1171199849","pubTimestamp":1642753679,"share":"https://ttm.financial/m/news/1171199849?lang=&edition=fundamental","pubTime":"2022-01-21 16:27","market":"us","language":"en","title":"Want $1 Million? 2 Monster Growth Stocks to Buy Now and Hold for the Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1171199849","media":"Motley Fool","summary":"$250,000 invested in these high-growth companies could be worth $1 million in 10 years.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>A long-term mindset and a diversified portfolio can help you build life-changing wealth.</li><li>Shopify’s portfolio of software and services simplifies commerce for small businesses.</li><li>Upstart’s AI models help banks lend money to more people without taking on additional risk.</li></ul><p>Legendary investor Peter Lynch once told investors: &#34;All you need for a lifetime of successful investing is a few big winners.&#34; He reasoned that the monster returns generated by a few investments would more than make up for any losses. And that makes sense. If you invest $10 in a stock, the worst outcome is a loss of $10. But there is no limit on the upside. That $10 could grow several-fold in value.</p><p>Unfortunately, there is no single formula or valuation metric that will help you pick big winners with absolute certainty. That&#39;s why it&#39;s important to build a diversified portfolio. Put another way, investors should aim to own at least 25 high-quality stocks. Doing so minimizes your exposure to any single business or industry, which helps reduce downside risk.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/308a08a13a8526eef208d44429525a7a\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p>With that in mind, <b>Shopify</b> and <b>Upstart Holdings</b> look like good building blocks for a market-beating portfolio. In fact, I think both stocks could grow fourfold over the next 10 years, a pace that would turn $250,000 into $1 million.</p><p>Here&#39;s why.</p><p><b>1. Shopify</b></p><p>Shopify has become the retail operating system for over 1.7 million businesses. Its portfolio of software and services helps merchants manage sales across physical and digital storefronts, including websites, social platforms, and online marketplaces. Additionally, the Shopify App Store offers thousands of additional software solutions, such as tools for marketing and enterprise resource planning.</p><p>Of particular note, the company&#39;s business model differentiates it from rivals like <b>Amazon</b>. Specifically, Shopify helps merchants grow their brands and build lasting relationships with customers -- the company doesn&#39;t pull sellers onto a common marketplace then compete against them by selling similar products at cheaper prices.</p><p>Not surprisingly, Shopify&#39;s merchant-centric business model and broad product portfolio have it made quite popular with small- and medium-sized businesses, as evidenced by the company&#39;s impressive sales growth over the past 12 months.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6fc34234732afb814af64bed5b0a367\" tg-width=\"1149\" tg-height=\"161\" width=\"100%\" height=\"auto\"/><span>SOURCE: YCHARTS. TTM = TRAILING-12-MONTHS.</span></p><p>Impressively, Shopify has grown its bottom line even more quickly, as free cash flow surged 150% to $458 million over the past year. And the company is well-positioned to maintain that momentum, as its founder-led management team is executing on a robust growth strategy.</p><p>For instance, the Shopify Fulfillment Network leans on artificial intelligence and collaborative robots to help merchants ship orders more quickly and cost-effectively. And the Shop mobile app aims to drive buyer engagement and boost repeat purchases by making relevant product recommendations. In fact, despite launching in April 2020, the Shop app surpassed 118 million registered users in the second quarter of 2021, and that number continued to rise in the third quarter.</p><p>Shopify is currently the most popular e-commerce software platform on the market, powering 27% of all online storefronts. In short, the company has a strong competitive position, and management&#39;s ambitious vision should help Shopify capitalize on its $153 billion market opportunity. That&#39;s why I think this company could grow fourfold over the next 10 years, achieving a market cap of $550 billion.</p><p><b>2. Upstart Holdings</b></p><p>Upstart is a fintech company on a mission to modernize the consumer credit industry. Traditionally, banks have made lending decisions using relatively small data sets -- even the most sophisticated credit models incorporate just 30 variables. In turn, lenders frequently make the wrong decisions. That means some creditworthy borrowers are rejected, and those that are approved often pay too much in interest.</p><p>Upstart uses big data and artificial intelligence to make that system more efficient. Specifically, its platform captures over 1,600 data points per applicant and measures those variables against repayment events. Put another way, each time a borrower makes or misses a payment, Upstart&#39;s AI models get a little smarter, creating a flywheel effect: More data means better AI, and better AI means more lending partners (and more data).</p><p>Despite being a relatively young company, the early results are promising. Internal studies have shown that Upstart&#39;s AI models can reduce loss rates by 75%, while keeping approval rates constant. Alternatively, Upstart can boost approval rates by 173% while keeping loss rates constant.</p><p>Given those results, lenders like banks, credit unions, and auto dealerships are adopting Upstart&#39;s platform at a rapid pace, and that has fueled an impressive top-line performance over the past year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7fc6ec87c6a0aa6498067565dacf08e\" tg-width=\"1150\" tg-height=\"162\" width=\"100%\" height=\"auto\"/><span>SOURCE: YCHARTS. TTM = TRAILING-12-MONTHS.</span></p><p>Of particular note, unlike many high-growth companies, Upstart is profitable on a GAAP basis, as net income reached $77.5 million over the past 12 months. Even so, this fintech has hardly scratched the surface of its potential. In fact, Upstart powered $8.9 billion in loans in the last year, less than 2% of its $753 billion market opportunity, a figure that comprises both personal loan originations and auto loan originations in the U.S.</p><p>However, Upstart&#39;s market opportunity will likely continue to grow over the coming decade, as management has expressed interest in the $4.5 trillion mortgage origination industry. To that end, I wouldn&#39;t be surprised to see Upstart&#39;s market cap climb from $9 billion today to $36 billion in 10 years&#39; time. That&#39;s why this growth stock looks like a smart long-term investment.</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>Want $1 Million? 2 Monster Growth Stocks to Buy Now and Hold for the Next Decade</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 $1 Million? 2 Monster Growth Stocks to Buy Now and Hold for the Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-21 16:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/20/want-1-million-2-monster-growth-stocks-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsA long-term mindset and a diversified portfolio can help you build life-changing wealth.Shopify’s portfolio of software and services simplifies commerce for small businesses.Upstart’s AI ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/20/want-1-million-2-monster-growth-stocks-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","UPST":"Upstart Holdings, Inc."},"source_url":"https://www.fool.com/investing/2022/01/20/want-1-million-2-monster-growth-stocks-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171199849","content_text":"Key PointsA long-term mindset and a diversified portfolio can help you build life-changing wealth.Shopify’s portfolio of software and services simplifies commerce for small businesses.Upstart’s AI models help banks lend money to more people without taking on additional risk.Legendary investor Peter Lynch once told investors: \"All you need for a lifetime of successful investing is a few big winners.\" He reasoned that the monster returns generated by a few investments would more than make up for any losses. And that makes sense. If you invest $10 in a stock, the worst outcome is a loss of $10. But there is no limit on the upside. That $10 could grow several-fold in value.Unfortunately, there is no single formula or valuation metric that will help you pick big winners with absolute certainty. That's why it's important to build a diversified portfolio. Put another way, investors should aim to own at least 25 high-quality stocks. Doing so minimizes your exposure to any single business or industry, which helps reduce downside risk.IMAGE SOURCE: GETTY IMAGES.With that in mind, Shopify and Upstart Holdings look like good building blocks for a market-beating portfolio. In fact, I think both stocks could grow fourfold over the next 10 years, a pace that would turn $250,000 into $1 million.Here's why.1. ShopifyShopify has become the retail operating system for over 1.7 million businesses. Its portfolio of software and services helps merchants manage sales across physical and digital storefronts, including websites, social platforms, and online marketplaces. Additionally, the Shopify App Store offers thousands of additional software solutions, such as tools for marketing and enterprise resource planning.Of particular note, the company's business model differentiates it from rivals like Amazon. Specifically, Shopify helps merchants grow their brands and build lasting relationships with customers -- the company doesn't pull sellers onto a common marketplace then compete against them by selling similar products at cheaper prices.Not surprisingly, Shopify's merchant-centric business model and broad product portfolio have it made quite popular with small- and medium-sized businesses, as evidenced by the company's impressive sales growth over the past 12 months.SOURCE: YCHARTS. TTM = TRAILING-12-MONTHS.Impressively, Shopify has grown its bottom line even more quickly, as free cash flow surged 150% to $458 million over the past year. And the company is well-positioned to maintain that momentum, as its founder-led management team is executing on a robust growth strategy.For instance, the Shopify Fulfillment Network leans on artificial intelligence and collaborative robots to help merchants ship orders more quickly and cost-effectively. And the Shop mobile app aims to drive buyer engagement and boost repeat purchases by making relevant product recommendations. In fact, despite launching in April 2020, the Shop app surpassed 118 million registered users in the second quarter of 2021, and that number continued to rise in the third quarter.Shopify is currently the most popular e-commerce software platform on the market, powering 27% of all online storefronts. In short, the company has a strong competitive position, and management's ambitious vision should help Shopify capitalize on its $153 billion market opportunity. That's why I think this company could grow fourfold over the next 10 years, achieving a market cap of $550 billion.2. Upstart HoldingsUpstart is a fintech company on a mission to modernize the consumer credit industry. Traditionally, banks have made lending decisions using relatively small data sets -- even the most sophisticated credit models incorporate just 30 variables. In turn, lenders frequently make the wrong decisions. That means some creditworthy borrowers are rejected, and those that are approved often pay too much in interest.Upstart uses big data and artificial intelligence to make that system more efficient. Specifically, its platform captures over 1,600 data points per applicant and measures those variables against repayment events. Put another way, each time a borrower makes or misses a payment, Upstart's AI models get a little smarter, creating a flywheel effect: More data means better AI, and better AI means more lending partners (and more data).Despite being a relatively young company, the early results are promising. Internal studies have shown that Upstart's AI models can reduce loss rates by 75%, while keeping approval rates constant. Alternatively, Upstart can boost approval rates by 173% while keeping loss rates constant.Given those results, lenders like banks, credit unions, and auto dealerships are adopting Upstart's platform at a rapid pace, and that has fueled an impressive top-line performance over the past year.SOURCE: YCHARTS. TTM = TRAILING-12-MONTHS.Of particular note, unlike many high-growth companies, Upstart is profitable on a GAAP basis, as net income reached $77.5 million over the past 12 months. Even so, this fintech has hardly scratched the surface of its potential. In fact, Upstart powered $8.9 billion in loans in the last year, less than 2% of its $753 billion market opportunity, a figure that comprises both personal loan originations and auto loan originations in the U.S.However, Upstart's market opportunity will likely continue to grow over the coming decade, as management has expressed interest in the $4.5 trillion mortgage origination industry. To that end, I wouldn't be surprised to see Upstart's market cap climb from $9 billion today to $36 billion in 10 years' time. That's why this growth stock looks like a smart long-term investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186429839,"gmtCreate":1623532574721,"gmtModify":1704205482492,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Trust the wise old man! Like and comment :)","listText":"Trust the wise old man! Like and comment :)","text":"Trust the wise old man! Like and comment :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/186429839","repostId":"1148565686","repostType":4,"repost":{"id":"1148565686","pubTimestamp":1623514343,"share":"https://ttm.financial/m/news/1148565686?lang=&edition=fundamental","pubTime":"2021-06-13 00:12","market":"us","language":"en","title":"This Is The Ultimate Warren Buffett Stock, But Should You Buy It?","url":"https://stock-news.laohu8.com/highlight/detail?id=1148565686","media":"investors","summary":"Warren Buffett is widely regarded as one of the greatest investors of all time. One way to share in his success is to invest in his firm,Berkshire Hathaway. Berkshire stock has cleared a buy zone, but is it a good buy for you now?Let's take a close look at the fundamental and technical performance of the ultimate Warren Buffett stock.Berkshire Hathaway is a conglomerate that owns some of America's most famous firms. It wholly owns the likes of Geico, Duracell, Dairy Queen, Fruit of the Loom and ","content":"<p>Warren Buffett is widely regarded as one of the greatest investors of all time. One way to share in his success is to invest in his firm,<b>Berkshire Hathaway</b>(BRKB). Berkshire stock has cleared a buy zone, but is it a good buy for you now? Let's take a close look at the fundamental and technical performance of the ultimate Warren Buffett stock.</p>\n<p>Berkshire Hathaway is a conglomerate that owns some of America's most famous firms. It wholly owns the likes of Geico, Duracell, Dairy Queen, Fruit of the Loom and railroad operator BNSF.</p>\n<p>Berkshire Hathaway is perhaps more famous for serving as an investment vehicle for Warren Buffett and his top lieutenant, Charlie Munger. Following their value investing philosophy,the company owns huge stakesin&nbsp;<b>American Express</b>(AXP),&nbsp;<b>Coca-Cola</b>(KO) and other heavy hitters.</p>\n<p>But the definition of a Warren Buffett stock has evolved in recent years.&nbsp;Warren Buffett became a big investor in airlines such as<b>Delta Air Lines</b>(DAL). But he was left to rue his decision to go against his own long-held views about that industry's lack of profitability. The move blew up in his face as airline stocks were decimated due to the global coronavirus pandemic.</p>\n<p>Under investment managers Todd Combs and Ted Weschler, Berkshire Hathaway has been increasingly sinking money into tech. It's taken large positions in established giants like<b>Apple</b>(AAPL), as well as younger companies like Brazilian payments company<b>StoneCo</b>(STNE) and new software IPO<b>Snowflake</b>(SNOW). Berkshire also snapped up a stake in<b>Amazon.com</b>(AMZN).</p>\n<p><b>Warren Buffett Anoints Successor</b></p>\n<p>One of the biggest questions around the future of Berkshire Hathaway in recent years was who would take over the mantle of CEO from Buffett.</p>\n<p>The Oracle of Omahahas finally gave the answer. He said Greg Abel, who runs the noninsurance businesses, will take over in his stead.</p>\n<p>\"The directors are in agreement that if something were to happen to me tonight, it would be Greg who'd take over tomorrow morning,\" the legendary investor told CNBC.</p>\n<p>Berkshire's Vice Chairman Charlie Munger dropped a massive hint during the&nbsp;company's annual meeting in Los Angeles, mentioning that \"Greg will keep the culture.\"</p>\n<p>Abel, 58, has been a Berkshire vice chairman since 2018, and had long been viewed by analysts as a possible successor. The Canadian is chairman and CEO of Berkshire Hathaway Energy. He has also been vice chairman of Berkshire's noninsurance operations since January 2018.</p>\n<p><b>Buffett Snaps Up Berkshire Stock</b></p>\n<p>Berkshire Hathaway revealed in its Q1 earnings report that it had snapped up $6.6 billion more of its shares. It comesafter a record $27.4 billion in repurchaseslast year. This was down from the $9 billion in stock it had purchased in each of the previous two quarters however.</p>\n<p>After historically shying away from repurchases, Berkshire Hathaway stock has become one of Buffett's top purchases.&nbsp;Berkshire's aggressive share repurchases contrasts with the M&amp;A deals spun by the investor during and after the 2008 financial crash.</p>\n<p>While he has historically been reluctant to splurge on stock repurchases, he explained his change of heart in his latest annual letter to shareholders.</p>\n<p>\"The math of repurchases grinds away slowly, but can be powerful over time,\" he wrote. \"The process offers a simple way for investors to own an ever-expanding portion of exceptional businesses.\"</p>\n<p>Berkshire loosened rules for Buffett to buy back shares in 2018. With Berkshire steadfastly cautious on M&amp;A in recent years, investors have been clamoring for more repurchases.</p>\n<p><b>Berkshire Hathaway Tweaks Portfolio</b></p>\n<p>Warren Buffett took a huge stake in<b>Verizon</b>(VZ) stock while dumping JPMorgan (JPM) stock entirely, according to thefirm's latest regulatory filing.</p>\n<p>Its new Verizon stake is massive, with Berkshire paying $8.62 billion for 147 million shares. It now accounts for 3% of the portfolio, making it the No. 6 stock by number of shares held.</p>\n<p>Buffett also opened new stakes in<b>Chevron</b>(CVX),<b>Marsh &amp; McLennan</b>(MMC) and<b>EW Scripps</b>(SSP) in Q4.</p>\n<p>Berkshire dumped entirely<b>Pfizer</b>(PFE),<b>JPMorgan Chase</b>(JPM),<b>Barrick Gold</b>(GOLD),<b>M&amp;T Bank</b>(MTB) and<b>PNC Financial</b>(PNC).</p>\n<p>The conglomerate grew stakes by 117% in<b>T-Mobile</b>(TMUS), 34% in<b>Kroger</b>(KR), 28% in<b>Merck</b>(MRK), 20% in<b>AbbVie</b>(ABBV), 11% in<b>Bristol-Myers Squibb</b>(BMY), and 1% in<b>RH</b>(RH).</p>\n<p>Buffett cut Berkshire's stake in Apple stock by 6%. It remains the No. 1 stock in his portfolio by market value and No. 2 stock by number of shares held, at 10.6% of the portfolio. He kept an Amazon stake steady.</p>\n<p>During its most recent earnings report, the firm revealed it had sold $6.45 billion in stock in Q1 and bought $2.57 billion in stock.</p>\n<p><b>Warren Buffett Funds Media Deal</b></p>\n<p>Berkshire Hathaway is a key backer in a deal disclosed Sept. 24 that will see TV station owner<b>E.W. Scripps</b>(SSP) purchase privately held cable network ION Media for $2.65 billion. The latter firm's flagship, ION Television, is a top 5-ranked U.S. general entertainment network.</p>\n<p>Warren Buffett's firm is snapping up $600 million of Scripps preferred shares to help fund the deal. Scripps stock surged on on the news.</p>\n<p>Berkshire will also receive a warrant that allows it to snap up up to 23.1 million more shares at a price of $13. This adds up to an additional investment of $300 million. Scripps' common shares currently trade at more than 21 each.</p>\n<p><b>Berkshire Hathaway Coronavirus Exposure</b></p>\n<p>As well as its status as an investment vehicle, Berkshire Hathaway is a conglomerate in its own right. It has interests in segments such as railroads, utilities and energy.</p>\n<p>Those sectors, along with other \"real economy\" companies that are Warren Buffett staples, have been hard hit by the coronavirus shutdowns and massive economic contraction. However they should benefit as the economy opens up again.</p>\n<p>Berkshire owns Geico, the No. 2 U.S. auto insurer after State Farm. Currently, states such as California are ordering insurers to give partial credits or refunds of premiums in lines such as private passenger automobile insurance.</p>\n<p>Berkshire also owns BNSF Railway Company, the largest freight railroad network in North America. Rail operators such as<b>Union Pacific</b>(UNP) and<b>CSX</b>(CSX) have seen business suffer during the pandemic. But rail operators and other transportation companies are seeing business pick up again.</p>\n<p>Other wholly owned businesses such as Dairy Queen and multilevel marketing company Pampered Chef also struggled during coronavirus restrictions, though those are easing.</p>\n<p><b>Warren Buffett's Big Gas Bill</b></p>\n<p>Warren Buffett has been criticized for the size of his cash pile. But last July he madehis biggest acquisition in yearswith a $10 billion deal for<b>Dominion Energy</b>'s (D) assets.</p>\n<p>Berkshire seized the chance to secure Dominion's gas pipeline network after the utility giant and<b>Duke Energy</b>(DUK) unexpectedly aborted plans to build the Atlantic Coast Pipeline.</p>\n<p>Berkshire Hathaway Energy will buy about 7,700 miles of natural gas transmission pipelines and 900 billion cubic feet of gas storage. The all-cash deal includes $4 billion of equity and $5.7 billion of debt. It's set to close in the fourth quarter.</p>\n<p>\"We are very proud to be adding such a great portfolio of natural gas assets to our already strong energy business,\" Buffett said in a statement.</p>\n<p>Energy has been doing well so far in 2021. For example, the Vanguard Energy ETF (VDE) is up almost 40% since the start of the year.</p>\n<p><b>Berkshire Hathaway Stock Technical Analysis</b></p>\n<p>Berkshire Hathaway stock is in a profit-taking zone after breaking out of aflat base, according toMarketSmith analysis. Theideal buy pointwas 235.09. Shares offered a follow-on buy point around 246 in late March after a test of the 10-week line, but are extended from here as well.</p>\n<p>It could go on to form a new base with an entry point of 295.18, it can continue to consolidate below this level.</p>\n<p>BRKB stock is well clear after pulling away from its50-day moving average, though the key technical benchmark is beginning to catch up. This is a positive sign for holders of the stock.</p>\n<p>Therelative strength lineof Berkshire Hathaway stock has been slippi8ng somewhat of late after a spell of progress that kicked off in mid-March. BRKB stock is outperforming in 2021. So far this year, it is up around 23%, which beats the broader S&amp;P 500's return of almost 13%.</p>\n<p>ItsIBD Composite Ratingnow sits at 69 out of 99. This is not ideal, but puts it in the top 31% of stocks tracked overall.</p>\n<p>Earnings are&nbsp; improving, with EPS accelerating for the past two quarters. However earnings have only grown by an average of 5% over the past three quarters, with coronavirus pandemic lockdowns having an impact.&nbsp;The CAN SLIM systemrecommends investors look for companies with average EPS growth of at least 25% over this time period.</p>\n<p>Wall Street is becoming more optimistic for Berkshire Hathaway earnings growth going forward. Analysts are projecting annual earnings will rise 24% 2021, before moderating to 7% growth in 2022.</p>\n<p><b>Warren Buffett Recommendation</b></p>\n<p>Berkshire stock had been lagging the S&amp;P 500 index since the end of 2018. Before that, BRKB stock at best moved with the market for a decade. An investor could have bought an index fund or ETF like the SPDR S&amp;P 500 ETF (SPY), and generated similar or higher returns with less stock-specific risk.</p>\n<p>\"In my view, for most people, the best thing to do is owning the S&amp;P 500 index fund, Buffett himself previously said at a Berkshire annual meeting. \"If you bet on America and sustain that position for decades, you'd do far better than buying Treasury securities, or far better than following people. Perhaps with a bias, I don't believe anyone knows what the market is going to do tomorrow, next week, next month, next year.\"</p>\n<p>Nevertheless, BRKB stock has been outperforming the S&amp;P 500 so far this year. It could now finally be set for a decent period of outperformance.</p>\n<p><b>Berkshire Hathaway Earnings Improve</b></p>\n<p>Berkshire Hathaway earnings per share popped 27% in Q1, rising to $3.05. This was well clear of analyst views for EPS of $2.57. Its operating profit, which excludes some investment results, came in at $7 billion.</p>\n<p>The conglomerate's total revenue came in at $64.6 billion last quarter, which was also more than analysts expected.</p>\n<p>The firm's wheeling and dealing on the stock market also saw the firm turn in good gains, increasing approximately $4.69 billion last quarter. However the firm stresses that gains and losses in any particular quarter are \"usually meaningless.\" This fits in with Buffett's longer-term investment philosophy.</p>\n<p><b>Buffett's Cash Mountain Still Mighty</b></p>\n<p>Berkshire's cash pile grew to $145.4 billion in Q1 from $138.3 billion in Q4. It is creeping back up to record level it reached in the third quarter of last year. This has raised expectations that Buffett would make a big acquisition, but he has preferred to sit on the sidelines amid spiraling stock prices.</p>\n<p>Having such a large supply of cash protects the Warren Buffett stock during tough times. It also mean Berkshire Hathaway is able to deploy capital when desirable businesses become available for purchase.</p>\n<p>The more aggressive buying of Berkshire's own shares of late contrasts with Buffett's deals during and after the Great Recession. This indicates he believes that the latest economic downturn and recovery, so far, offer none of the bargains he has historically pounced on.</p>\n<p><b>Analyst Backs Berkshire Stock</b></p>\n<p>CFRA analyst Catherine Seifert is rating BRKB stock as a hold with a 295 price target. She pointed out the mixed nature of the firm's recent earnings report.</p>\n<p>\"Results reflected a doubling of underwriting profits and 12% higher rail/energy/utility profits, despite 13% lower in investment income,\" she said in a May 3 research note. \"We applaud the 33% rise in energy revenues amid contributions from an acquisition, but rail revenues declined fractionally and insurance premium growth of 4.3% lagged peers.</p>\n<p>Nevertheless, she said the shares are currently \"fairly valued versus historical levels.\" The analyst also believes there could be changes afoot once he firm's legendary CEO steps down.</p>\n<p>\"We are disappointed climate change and diversity initiatives failed to be approved at the annual meeting, and think this increases the likelihood of activism in a post-Buffet era,\" she said.</p>\n<p><b>Difference Between BRKA Stock And BRKB Stock</b></p>\n<p>The most obvious difference between Berkshire Hathaway's A class and B class shares is the price. While — at over 200 a share — BRKB stock may be considered relatively expensive, BRKA stock is the most expensive on the market, currently trading near $430,000 a share.</p>\n<p>Warren Buffett decided to introduce the BRKB shares to allow investors to purchase stock directly. Big demand for Berkshire Hathaway stock forced less-moneyed players to plow cash into unit trusts or mutual funds that mirrored his company's holdings.</p>\n<p><b>Berkshire Hathaway Today</b></p>\n<p>Berkshire Hathaway operates in four main sectors.</p>\n<p>Its insurance group is one of its biggest cash cows. One of the most famous jewels in the crown is Geico. Other parts of this business include multinational property/casualty and life/health reinsurance company General Re and Berkshire Hathaway Reinsurance Group. The latter underwrites excess-of-loss reinsurance and quota-share coverage globally.</p>\n<p>Insurance operations are a big reason why Berkshire Hathaway earnings can be lumpy.</p>\n<p>Its Regulated Utility Business group includes Berkshire Hathaway Energy, formerly known as MidAmerican Energy. It also includes railway services arm BNSF, North America's largest freight railroad network.</p>\n<p>Meanwhile, the Manufacturing, Service &amp; Retailing group includes Acme Building Brands, Fruit of the Loom and Justin Brands. The likes of Buffalo News, Business Wire, Dairy Queen and NetJets fall under the service subsector. Retailers include See's Candies, Ben Bridge Jeweler, Helzberg Diamond Shops and Star Furniture.</p>\n<p>Finally, the Finance &amp; Financial Products segment includes: Hathaway Credit Corporation, transportation equipment and furniture leasing specialists XTRA and CORT, and BH Finance whose main interest is in proprietary investing strategies.</p>\n<p><b>Is Berkshire Hathaway Stock A Buy Now?</b></p>\n<p>While Berkshire Hathaway stock has been lagging the S&amp;P 500 index since late 2018, it has been handily outperforming in 2021. However, Berkshire stock is now well clear of its most recent buy zone. Investors keen on the stock could add it to their watchlist, and wait for a new buying opportunity to emerge.</p>\n<p>While its Composite Rating is still not up to scratch, it has improved on this front as well. This makes it an option worth watching for investors seeking to add to their portfolio a well established stock with a diversified portfolio of businesses.</p>\n<p>However, it is worth remember that, after a late-2018 burst, Berkshire Hathaway earnings growth has been modest and uneven. While Wall Street sees solid EPS growth ahead for Berkshire in 2021 and 2022, it still remains shy of the rates sought by CAN SLIM investors.</p>\n<p>Bottom line: Berkshire Hathaway stock is not a buy at the moment. Those interested in buying the ultimate Warren Buffett stock should add it to their watchlist, and wait to see if it forms a new base.</p>","source":"lsy1610449120050","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>This Is The Ultimate Warren Buffett Stock, But Should You Buy It?</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\">\nThis Is The Ultimate Warren Buffett Stock, But Should You Buy It?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 00:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/research/berkshire-hathaway-stock-buy-now-warren-buffett-stock/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett is widely regarded as one of the greatest investors of all time. One way to share in his success is to invest in his firm,Berkshire Hathaway(BRKB). Berkshire stock has cleared a buy ...</p>\n\n<a href=\"https://www.investors.com/research/berkshire-hathaway-stock-buy-now-warren-buffett-stock/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.investors.com/research/berkshire-hathaway-stock-buy-now-warren-buffett-stock/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148565686","content_text":"Warren Buffett is widely regarded as one of the greatest investors of all time. One way to share in his success is to invest in his firm,Berkshire Hathaway(BRKB). Berkshire stock has cleared a buy zone, but is it a good buy for you now? Let's take a close look at the fundamental and technical performance of the ultimate Warren Buffett stock.\nBerkshire Hathaway is a conglomerate that owns some of America's most famous firms. It wholly owns the likes of Geico, Duracell, Dairy Queen, Fruit of the Loom and railroad operator BNSF.\nBerkshire Hathaway is perhaps more famous for serving as an investment vehicle for Warren Buffett and his top lieutenant, Charlie Munger. Following their value investing philosophy,the company owns huge stakesin American Express(AXP), Coca-Cola(KO) and other heavy hitters.\nBut the definition of a Warren Buffett stock has evolved in recent years. Warren Buffett became a big investor in airlines such asDelta Air Lines(DAL). But he was left to rue his decision to go against his own long-held views about that industry's lack of profitability. The move blew up in his face as airline stocks were decimated due to the global coronavirus pandemic.\nUnder investment managers Todd Combs and Ted Weschler, Berkshire Hathaway has been increasingly sinking money into tech. It's taken large positions in established giants likeApple(AAPL), as well as younger companies like Brazilian payments companyStoneCo(STNE) and new software IPOSnowflake(SNOW). Berkshire also snapped up a stake inAmazon.com(AMZN).\nWarren Buffett Anoints Successor\nOne of the biggest questions around the future of Berkshire Hathaway in recent years was who would take over the mantle of CEO from Buffett.\nThe Oracle of Omahahas finally gave the answer. He said Greg Abel, who runs the noninsurance businesses, will take over in his stead.\n\"The directors are in agreement that if something were to happen to me tonight, it would be Greg who'd take over tomorrow morning,\" the legendary investor told CNBC.\nBerkshire's Vice Chairman Charlie Munger dropped a massive hint during the company's annual meeting in Los Angeles, mentioning that \"Greg will keep the culture.\"\nAbel, 58, has been a Berkshire vice chairman since 2018, and had long been viewed by analysts as a possible successor. The Canadian is chairman and CEO of Berkshire Hathaway Energy. He has also been vice chairman of Berkshire's noninsurance operations since January 2018.\nBuffett Snaps Up Berkshire Stock\nBerkshire Hathaway revealed in its Q1 earnings report that it had snapped up $6.6 billion more of its shares. It comesafter a record $27.4 billion in repurchaseslast year. This was down from the $9 billion in stock it had purchased in each of the previous two quarters however.\nAfter historically shying away from repurchases, Berkshire Hathaway stock has become one of Buffett's top purchases. Berkshire's aggressive share repurchases contrasts with the M&A deals spun by the investor during and after the 2008 financial crash.\nWhile he has historically been reluctant to splurge on stock repurchases, he explained his change of heart in his latest annual letter to shareholders.\n\"The math of repurchases grinds away slowly, but can be powerful over time,\" he wrote. \"The process offers a simple way for investors to own an ever-expanding portion of exceptional businesses.\"\nBerkshire loosened rules for Buffett to buy back shares in 2018. With Berkshire steadfastly cautious on M&A in recent years, investors have been clamoring for more repurchases.\nBerkshire Hathaway Tweaks Portfolio\nWarren Buffett took a huge stake inVerizon(VZ) stock while dumping JPMorgan (JPM) stock entirely, according to thefirm's latest regulatory filing.\nIts new Verizon stake is massive, with Berkshire paying $8.62 billion for 147 million shares. It now accounts for 3% of the portfolio, making it the No. 6 stock by number of shares held.\nBuffett also opened new stakes inChevron(CVX),Marsh & McLennan(MMC) andEW Scripps(SSP) in Q4.\nBerkshire dumped entirelyPfizer(PFE),JPMorgan Chase(JPM),Barrick Gold(GOLD),M&T Bank(MTB) andPNC Financial(PNC).\nThe conglomerate grew stakes by 117% inT-Mobile(TMUS), 34% inKroger(KR), 28% inMerck(MRK), 20% inAbbVie(ABBV), 11% inBristol-Myers Squibb(BMY), and 1% inRH(RH).\nBuffett cut Berkshire's stake in Apple stock by 6%. It remains the No. 1 stock in his portfolio by market value and No. 2 stock by number of shares held, at 10.6% of the portfolio. He kept an Amazon stake steady.\nDuring its most recent earnings report, the firm revealed it had sold $6.45 billion in stock in Q1 and bought $2.57 billion in stock.\nWarren Buffett Funds Media Deal\nBerkshire Hathaway is a key backer in a deal disclosed Sept. 24 that will see TV station ownerE.W. Scripps(SSP) purchase privately held cable network ION Media for $2.65 billion. The latter firm's flagship, ION Television, is a top 5-ranked U.S. general entertainment network.\nWarren Buffett's firm is snapping up $600 million of Scripps preferred shares to help fund the deal. Scripps stock surged on on the news.\nBerkshire will also receive a warrant that allows it to snap up up to 23.1 million more shares at a price of $13. This adds up to an additional investment of $300 million. Scripps' common shares currently trade at more than 21 each.\nBerkshire Hathaway Coronavirus Exposure\nAs well as its status as an investment vehicle, Berkshire Hathaway is a conglomerate in its own right. It has interests in segments such as railroads, utilities and energy.\nThose sectors, along with other \"real economy\" companies that are Warren Buffett staples, have been hard hit by the coronavirus shutdowns and massive economic contraction. However they should benefit as the economy opens up again.\nBerkshire owns Geico, the No. 2 U.S. auto insurer after State Farm. Currently, states such as California are ordering insurers to give partial credits or refunds of premiums in lines such as private passenger automobile insurance.\nBerkshire also owns BNSF Railway Company, the largest freight railroad network in North America. Rail operators such asUnion Pacific(UNP) andCSX(CSX) have seen business suffer during the pandemic. But rail operators and other transportation companies are seeing business pick up again.\nOther wholly owned businesses such as Dairy Queen and multilevel marketing company Pampered Chef also struggled during coronavirus restrictions, though those are easing.\nWarren Buffett's Big Gas Bill\nWarren Buffett has been criticized for the size of his cash pile. But last July he madehis biggest acquisition in yearswith a $10 billion deal forDominion Energy's (D) assets.\nBerkshire seized the chance to secure Dominion's gas pipeline network after the utility giant andDuke Energy(DUK) unexpectedly aborted plans to build the Atlantic Coast Pipeline.\nBerkshire Hathaway Energy will buy about 7,700 miles of natural gas transmission pipelines and 900 billion cubic feet of gas storage. The all-cash deal includes $4 billion of equity and $5.7 billion of debt. It's set to close in the fourth quarter.\n\"We are very proud to be adding such a great portfolio of natural gas assets to our already strong energy business,\" Buffett said in a statement.\nEnergy has been doing well so far in 2021. For example, the Vanguard Energy ETF (VDE) is up almost 40% since the start of the year.\nBerkshire Hathaway Stock Technical Analysis\nBerkshire Hathaway stock is in a profit-taking zone after breaking out of aflat base, according toMarketSmith analysis. Theideal buy pointwas 235.09. Shares offered a follow-on buy point around 246 in late March after a test of the 10-week line, but are extended from here as well.\nIt could go on to form a new base with an entry point of 295.18, it can continue to consolidate below this level.\nBRKB stock is well clear after pulling away from its50-day moving average, though the key technical benchmark is beginning to catch up. This is a positive sign for holders of the stock.\nTherelative strength lineof Berkshire Hathaway stock has been slippi8ng somewhat of late after a spell of progress that kicked off in mid-March. BRKB stock is outperforming in 2021. So far this year, it is up around 23%, which beats the broader S&P 500's return of almost 13%.\nItsIBD Composite Ratingnow sits at 69 out of 99. This is not ideal, but puts it in the top 31% of stocks tracked overall.\nEarnings are  improving, with EPS accelerating for the past two quarters. However earnings have only grown by an average of 5% over the past three quarters, with coronavirus pandemic lockdowns having an impact. The CAN SLIM systemrecommends investors look for companies with average EPS growth of at least 25% over this time period.\nWall Street is becoming more optimistic for Berkshire Hathaway earnings growth going forward. Analysts are projecting annual earnings will rise 24% 2021, before moderating to 7% growth in 2022.\nWarren Buffett Recommendation\nBerkshire stock had been lagging the S&P 500 index since the end of 2018. Before that, BRKB stock at best moved with the market for a decade. An investor could have bought an index fund or ETF like the SPDR S&P 500 ETF (SPY), and generated similar or higher returns with less stock-specific risk.\n\"In my view, for most people, the best thing to do is owning the S&P 500 index fund, Buffett himself previously said at a Berkshire annual meeting. \"If you bet on America and sustain that position for decades, you'd do far better than buying Treasury securities, or far better than following people. Perhaps with a bias, I don't believe anyone knows what the market is going to do tomorrow, next week, next month, next year.\"\nNevertheless, BRKB stock has been outperforming the S&P 500 so far this year. It could now finally be set for a decent period of outperformance.\nBerkshire Hathaway Earnings Improve\nBerkshire Hathaway earnings per share popped 27% in Q1, rising to $3.05. This was well clear of analyst views for EPS of $2.57. Its operating profit, which excludes some investment results, came in at $7 billion.\nThe conglomerate's total revenue came in at $64.6 billion last quarter, which was also more than analysts expected.\nThe firm's wheeling and dealing on the stock market also saw the firm turn in good gains, increasing approximately $4.69 billion last quarter. However the firm stresses that gains and losses in any particular quarter are \"usually meaningless.\" This fits in with Buffett's longer-term investment philosophy.\nBuffett's Cash Mountain Still Mighty\nBerkshire's cash pile grew to $145.4 billion in Q1 from $138.3 billion in Q4. It is creeping back up to record level it reached in the third quarter of last year. This has raised expectations that Buffett would make a big acquisition, but he has preferred to sit on the sidelines amid spiraling stock prices.\nHaving such a large supply of cash protects the Warren Buffett stock during tough times. It also mean Berkshire Hathaway is able to deploy capital when desirable businesses become available for purchase.\nThe more aggressive buying of Berkshire's own shares of late contrasts with Buffett's deals during and after the Great Recession. This indicates he believes that the latest economic downturn and recovery, so far, offer none of the bargains he has historically pounced on.\nAnalyst Backs Berkshire Stock\nCFRA analyst Catherine Seifert is rating BRKB stock as a hold with a 295 price target. She pointed out the mixed nature of the firm's recent earnings report.\n\"Results reflected a doubling of underwriting profits and 12% higher rail/energy/utility profits, despite 13% lower in investment income,\" she said in a May 3 research note. \"We applaud the 33% rise in energy revenues amid contributions from an acquisition, but rail revenues declined fractionally and insurance premium growth of 4.3% lagged peers.\nNevertheless, she said the shares are currently \"fairly valued versus historical levels.\" The analyst also believes there could be changes afoot once he firm's legendary CEO steps down.\n\"We are disappointed climate change and diversity initiatives failed to be approved at the annual meeting, and think this increases the likelihood of activism in a post-Buffet era,\" she said.\nDifference Between BRKA Stock And BRKB Stock\nThe most obvious difference between Berkshire Hathaway's A class and B class shares is the price. While — at over 200 a share — BRKB stock may be considered relatively expensive, BRKA stock is the most expensive on the market, currently trading near $430,000 a share.\nWarren Buffett decided to introduce the BRKB shares to allow investors to purchase stock directly. Big demand for Berkshire Hathaway stock forced less-moneyed players to plow cash into unit trusts or mutual funds that mirrored his company's holdings.\nBerkshire Hathaway Today\nBerkshire Hathaway operates in four main sectors.\nIts insurance group is one of its biggest cash cows. One of the most famous jewels in the crown is Geico. Other parts of this business include multinational property/casualty and life/health reinsurance company General Re and Berkshire Hathaway Reinsurance Group. The latter underwrites excess-of-loss reinsurance and quota-share coverage globally.\nInsurance operations are a big reason why Berkshire Hathaway earnings can be lumpy.\nIts Regulated Utility Business group includes Berkshire Hathaway Energy, formerly known as MidAmerican Energy. It also includes railway services arm BNSF, North America's largest freight railroad network.\nMeanwhile, the Manufacturing, Service & Retailing group includes Acme Building Brands, Fruit of the Loom and Justin Brands. The likes of Buffalo News, Business Wire, Dairy Queen and NetJets fall under the service subsector. Retailers include See's Candies, Ben Bridge Jeweler, Helzberg Diamond Shops and Star Furniture.\nFinally, the Finance & Financial Products segment includes: Hathaway Credit Corporation, transportation equipment and furniture leasing specialists XTRA and CORT, and BH Finance whose main interest is in proprietary investing strategies.\nIs Berkshire Hathaway Stock A Buy Now?\nWhile Berkshire Hathaway stock has been lagging the S&P 500 index since late 2018, it has been handily outperforming in 2021. However, Berkshire stock is now well clear of its most recent buy zone. Investors keen on the stock could add it to their watchlist, and wait for a new buying opportunity to emerge.\nWhile its Composite Rating is still not up to scratch, it has improved on this front as well. This makes it an option worth watching for investors seeking to add to their portfolio a well established stock with a diversified portfolio of businesses.\nHowever, it is worth remember that, after a late-2018 burst, Berkshire Hathaway earnings growth has been modest and uneven. While Wall Street sees solid EPS growth ahead for Berkshire in 2021 and 2022, it still remains shy of the rates sought by CAN SLIM investors.\nBottom line: Berkshire Hathaway stock is not a buy at the moment. Those interested in buying the ultimate Warren Buffett stock should add it to their watchlist, and wait to see if it forms a new base.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":132341302,"gmtCreate":1622073756206,"gmtModify":1704178819821,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Like seriously… It’s Tesla we are talking about..: Elon Musk, the real life Iron Man :) Like and Comment, please :)","listText":"Like seriously… It’s Tesla we are talking about..: Elon Musk, the real life Iron Man :) Like and Comment, please :)","text":"Like seriously… It’s Tesla we are talking about..: Elon Musk, the real life Iron Man :) Like and Comment, please :)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/132341302","repostId":"2138141099","repostType":4,"repost":{"id":"2138141099","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":1622072506,"share":"https://ttm.financial/m/news/2138141099?lang=&edition=fundamental","pubTime":"2021-05-27 07:41","market":"us","language":"en","title":"U.S. agency briefed on Tesla radar sensor removal","url":"https://stock-news.laohu8.com/highlight/detail?id=2138141099","media":"Reuters","summary":"WASHINGTON, May 26 (Reuters) - The National Highway Traffic Safety Administration (NHTSA) said on We","content":"<p>WASHINGTON, May 26 (Reuters) - The National Highway Traffic Safety Administration (NHTSA) said on Wednesday that Tesla Inc</p>\n<p>had briefed it on the automaker's production change to Model 3 and Model Y vehicles to remove radar and transition to a camera-based system.</p>\n<p>The U.S. regulator said as a result it updated its Five-Star Ratings website to show Tesla Model 3 and Model Y vehicles produced on or after April 27 \"do not have NHTSA’s check mark for recommended safety technologies: forward collision warning, lane departure warning, crash imminent braking and dynamic brake support.\"</p>\n<p>Tesla disclosed the change Tuesday in a blog post.</p>\n<p><img src=\"https://static.tigerbbs.com/6a1dc3d9f379e3cc33a4d331e080e8df\" tg-width=\"662\" tg-height=\"466\"></p>\n<p>(Reporting by David Shepardson Editing by Chris Reese)</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. agency briefed on Tesla radar sensor removal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. agency briefed on Tesla radar sensor removal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-05-27 07:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WASHINGTON, May 26 (Reuters) - The National Highway Traffic Safety Administration (NHTSA) said on Wednesday that Tesla Inc</p>\n<p>had briefed it on the automaker's production change to Model 3 and Model Y vehicles to remove radar and transition to a camera-based system.</p>\n<p>The U.S. regulator said as a result it updated its Five-Star Ratings website to show Tesla Model 3 and Model Y vehicles produced on or after April 27 \"do not have NHTSA’s check mark for recommended safety technologies: forward collision warning, lane departure warning, crash imminent braking and dynamic brake support.\"</p>\n<p>Tesla disclosed the change Tuesday in a blog post.</p>\n<p><img src=\"https://static.tigerbbs.com/6a1dc3d9f379e3cc33a4d331e080e8df\" tg-width=\"662\" tg-height=\"466\"></p>\n<p>(Reporting by David Shepardson Editing by Chris Reese)</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138141099","content_text":"WASHINGTON, May 26 (Reuters) - The National Highway Traffic Safety Administration (NHTSA) said on Wednesday that Tesla Inc\nhad briefed it on the automaker's production change to Model 3 and Model Y vehicles to remove radar and transition to a camera-based system.\nThe U.S. regulator said as a result it updated its Five-Star Ratings website to show Tesla Model 3 and Model Y vehicles produced on or after April 27 \"do not have NHTSA’s check mark for recommended safety technologies: forward collision warning, lane departure warning, crash imminent braking and dynamic brake support.\"\nTesla disclosed the change Tuesday in a blog post.\n\n(Reporting by David Shepardson Editing by Chris Reese)","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104664572,"gmtCreate":1620386315096,"gmtModify":1704342911053,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/104664572","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","pubTimestamp":1620360165,"share":"https://ttm.financial/m/news/1157328258?lang=&edition=fundamental","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul><p>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p>#1 Price vs. Growth</p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><i>Source: VisualizedAnalytics.com</i></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p>#2 Comparative Valuation</p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p>#3 Discounted Cash Flow Model</p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p>Some explanations:</p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul><p>Here is the model itself:</p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><i>Source: Author</i></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p>Final thoughts</p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon: The Most Clearly Undervalued Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon: The Most Clearly Undervalued Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 12:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company><strong>Seeking alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-...</p>\n\n<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">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"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580090660642631","authorId":"3580090660642631","authorIdStr":"3580090660642631","name":"JJames","avatar":"https://static.tigerbbs.com/eff7769cacb93c6579fd52e64856b684","crmLevel":2,"crmLevelSwitch":0,"idStr":"3580090660642631"},"content":"done, help reply comment","text":"done, help reply comment","html":"done, help reply comment"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015454915,"gmtCreate":1649549147927,"gmtModify":1676534527051,"author":{"id":"3581579780416432","authorId":"3581579780416432","authorIdStr":"3581579780416432","name":"MachineGun","avatar":"https://static.tigerbbs.com/b2a731c3f57f68f2ebe7e41ebb718913","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581579780416432"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015454915","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</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>Palantir Vs. Snowflake Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","SNOW":"Snowflake"},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}