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Retail sales, Consumer Price Index: What to know this week

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Each are likely to have mod","content":"<p>Traders this week will be focused on new data on inflation and spending. Each are likely to have moderated last month after initial reopening surges in demand and price increases earlier this year.</p>\n<p>On the inflation front, the Labor Department's August Consumer Price Index (CPI) is set for release on Tuesday. The print is expected to decelerate on both a monthly and annual basis, suggesting the peak growth rates in prices for consumer goods and service may already have passed during this economic recovery.</p>\n<p>Consensus economists expect the broadest measure of CPI will grow 0.4% in August compared to July, and by 5.3% compared to August 2020. In July, the headline CPI grew 0.5% month-on-month and by 5.4% year-on-year, with the latter representing the fastest annual growth rate since 2008.</p>\n<p>Excluding more volatile food and energy prices, the CPI likely grew 0.3% month-on-month in August to match July's pace. However, on a year-over-year basis, the CPI excluding food and energy prices likely ticked down to a 4.2% rate, or a hair below July's 4.3% rate. That had, in turn, moderated from a 4.5% annual rate in June, which had marked the fastest rise since 1991.</p>\n<p>The multi-year highs in consumer price increases so far this year have coincided with the broadening economic recovery, as more Americans became vaccinated and were more inclined to spend. This especially drove up prices in goods and services closely tied to renewed consumer mobility.</p>\n<p>Used car and truck prices, for instances, rose at least 7.3% in each of April, May and June before decelerating sharply to an only 0.2% rise in July — suggesting an initial wave of demand was finally being unwound as consumers reacclimatized to going back out and companies' supply chains began to catch up with demand. Similar trends have been seen in prices for airline tickets, motor vehicle insurance and apparel prices, which pulled back in July after spiking earlier in late spring and early summer.</p>\n<p>Other categories of consumer prices have seen more sustained increases, especially in food and energy prices. Other services-related areas of consumption have also seen sustained rises, with consumers returning to in-person activities like dining out at bars and restaurants and leisure traveling. The CPI's \"services less energy services\" category has on a monthly basis in every month so far in 2021 except January, mostly recently at a 0.3% clip.</p>\n<p><img src=\"https://static.tigerbbs.com/b3ba3dcdb70c21ee0f288bf7cd56e371\" tg-width=\"4949\" tg-height=\"3345\" referrerpolicy=\"no-referrer\">Muhlenberg, PA - March 18: Redner's Quick Shoppe employee Julie Zezenski and Manager Pete Ostrowski work behind the counter at the Redner's Quick Shoppe on Tuckerton Road in Muhlenberg township Thursday afternoon March 18, 2021. (Photo by Ben Hasty/MediaNews Group/Reading Eagle via Getty Images)MediaNews Group/Reading Eagle via Getty Images via Getty Images</p>\n<p>\"Although the rise in global CPI inflation earlier this year was concentrated in energy and a narrow set of goods prices linked to supply constraints, the acceleration in food prices, alongside a recent pickup in services price inflation, sends a signal that pandemic-related pressures on prices are broadening,\" JPMorgan economists Nora Szentivanyi and Bruce Kasman wrote in a note last week.</p>\n<p>\"While we believe much of this pressure will prove transitory, inflation should remain elevated through early next year, as rising food and services price inflation offsets a moderation in energy and core goods price gains,\" they added.</p>\n<p>The CPI also serves as another metric pointing to the relative stickiness or transience of inflationary pressures in the recovering economy. Its outsized increases earlier this year — along with increases in the Federal Reserve's preferred inflationary gauge, core personal consumption expenditures — have suggested to some economists that the central bank might be prudent to alter its monetary policies to stave off a sustained overheating of the economy.</p>\n<p>Federal Reserve policymakers, however, have largely stuck to the conviction that inflation will prove transitory in this economy. Central bank officials like Fed Chair Jerome Powell further suggested that a premature policy move could actually backfire by cutting short the recovery in the labor market.</p>\n<p>\"The spike in inflation is so far largely the product of a relatively narrow group of goods and services that have been directly affected by the pandemic and the reopening of the economy,\" Powell said during his speech at the central bank's Jackson Hole symposium in late August.</p>\n<p>\"Some prices — for example, for hotel rooms and airplane tickets — declined sharply during the recession and have now moved back up close to pre-pandemic levels,\" he said. \"The 12-month window we use in computing inflation now captures the rebound in prices but not the initial decline, temporarily elevating reported inflation. These effects, which are adding a few tenths to measured inflation, should wash out over time.\"</p>\n<h2>Retail sales</h2>\n<p>Another closely watched economic data report out this week will be Thursday's retail sales print from the U.S. Commerce Department.</p>\n<p>Consumer spending has retreated in recent months as a boost from stimulus checks and other government support faded compared to earlier this year. In July, retail sales fell by a worse-than-expected 1.1%, which was more than three times greater than the drop expected.</p>\n<p>The August retail sales report will capture more of the impact on spending from the latest jump in coronavirus cases, with infections related to the Delta variant's spread having picked up mid-summer. Consensus economists expect to see sales fall for a back-to-back month, dropping by 0.8% for the month.</p>\n<p>Some service-related spending already slowed in July, suggesting consumers were already going out somewhat less frequently as infections mounted. Food services and drinking places sales increase by 1.7% in July, following a 2.4% monthly gain in June.</p>\n<p>The August retail sales report, however, will not capture any impact on spending related to the national expiration of enhanced unemployment benefits. Throughout the summer, about half of U.S. states had ended pandemic-era federal jobless benefits to try and incentivize unemployed individuals to return to work. The other half of states ended these benefits by Sept. 6.</p>\n<p>Future retail sales reports for September and onward may reflect slowing sales as a result of the expiration of this aid, some economists suggested.</p>\n<p>\"Spending by the unemployed, especially low-income households, has been supported by enhanced unemployment benefits,\" Rubeela Farooqi, chief economist at High Frequency Economics, wrote in a note. \"Absent this support, spending outcomes will surely be different, especially if households are less secure about job prospects going forward.\"</p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Monthly budget statement, August (-$302.1 billion during prior month)</p></li>\n <li><p><b>Tuesday: </b>NFIB Small Business Optimism, August (99.7 during prior month); Real Average Weekly Earnings, year-over-year, August (-0.9% during prior month); Consumer Price Index, month-over-month, August (0.4% expected, 0.5% in July); Consumer Price Index excluding food and energy, month-over-month, August (0.3% expected, 0.3% in July); Consumer Price Index, year-over-year, August (5.3% expected, 5.4% in July); Consumer Price Index excluding food and energy, year-over-year (August (4.2% expected, 4.3% in August)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended September 10 (-1.9% during prior week); Empire Manufacturing, September (20.0 expected, 18.3 during prior month); Import Price Index, month-over-month, August (0.3% expected, 0.3% in July); Industrial Production, month-over-month, August (0.6% expected, 0.9% in July); Capacity Utilization, August (76.4% in August, 76.1% in July); Manufacturing Production, August (0.4% expected, 1.4% in July)</p></li>\n <li><p><b>Thursday: </b>Retail Sales Advance, month-over-month, August (-0.8% expected, -1.1% in July); Retail Sales excluding autos and gas, August (-0.5% expected, -0.7% in July); Initial jobless claims, week ended September 11; Continuing Claims, week ended September 4; Philadelphia Fed Business Outlook Index, September (20.0 expected, 19.4 in August); Business inventories, July (0.5% expected, 0.8% in June); Total Net TIC Flows, July ($31.5 billion in June); Total Long-term TIC Flows, July ($110.9 billion in June)</p></li>\n <li><p><b>Friday: </b>University of Michigan Sentiment, September preliminary (72.7 expected, 70.3 in August)</p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Oracle (ORCL) after market close</p></li>\n <li><p><b>Tuesday:</b> Lennar (LEN), FuelCell Energy (FCEL) before market open <b>&nbsp;</b></p></li>\n <li><p><b>Wednesday: </b>Weber (WEBR) before market open</p></li>\n <li><p><b>Thursday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>","source":"yahoofinance_au","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>Retail sales, Consumer Price Index: 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\">\nRetail sales, Consumer Price Index: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/retail-sales-consumer-price-index-what-to-know-this-week-145855567.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders this week will be focused on new data on inflation and spending. Each are likely to have moderated last month after initial reopening surges in demand and price increases earlier this year.\nOn...</p>\n\n<a href=\"https://finance.yahoo.com/news/retail-sales-consumer-price-index-what-to-know-this-week-145855567.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","FCEL":"燃料电池能源","WEBR":"Weber Inc.","LEN":"莱纳建筑公司"},"source_url":"https://finance.yahoo.com/news/retail-sales-consumer-price-index-what-to-know-this-week-145855567.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166303094","content_text":"Traders this week will be focused on new data on inflation and spending. Each are likely to have moderated last month after initial reopening surges in demand and price increases earlier this year.\nOn the inflation front, the Labor Department's August Consumer Price Index (CPI) is set for release on Tuesday. The print is expected to decelerate on both a monthly and annual basis, suggesting the peak growth rates in prices for consumer goods and service may already have passed during this economic recovery.\nConsensus economists expect the broadest measure of CPI will grow 0.4% in August compared to July, and by 5.3% compared to August 2020. In July, the headline CPI grew 0.5% month-on-month and by 5.4% year-on-year, with the latter representing the fastest annual growth rate since 2008.\nExcluding more volatile food and energy prices, the CPI likely grew 0.3% month-on-month in August to match July's pace. However, on a year-over-year basis, the CPI excluding food and energy prices likely ticked down to a 4.2% rate, or a hair below July's 4.3% rate. That had, in turn, moderated from a 4.5% annual rate in June, which had marked the fastest rise since 1991.\nThe multi-year highs in consumer price increases so far this year have coincided with the broadening economic recovery, as more Americans became vaccinated and were more inclined to spend. This especially drove up prices in goods and services closely tied to renewed consumer mobility.\nUsed car and truck prices, for instances, rose at least 7.3% in each of April, May and June before decelerating sharply to an only 0.2% rise in July — suggesting an initial wave of demand was finally being unwound as consumers reacclimatized to going back out and companies' supply chains began to catch up with demand. Similar trends have been seen in prices for airline tickets, motor vehicle insurance and apparel prices, which pulled back in July after spiking earlier in late spring and early summer.\nOther categories of consumer prices have seen more sustained increases, especially in food and energy prices. Other services-related areas of consumption have also seen sustained rises, with consumers returning to in-person activities like dining out at bars and restaurants and leisure traveling. The CPI's \"services less energy services\" category has on a monthly basis in every month so far in 2021 except January, mostly recently at a 0.3% clip.\nMuhlenberg, PA - March 18: Redner's Quick Shoppe employee Julie Zezenski and Manager Pete Ostrowski work behind the counter at the Redner's Quick Shoppe on Tuckerton Road in Muhlenberg township Thursday afternoon March 18, 2021. (Photo by Ben Hasty/MediaNews Group/Reading Eagle via Getty Images)MediaNews Group/Reading Eagle via Getty Images via Getty Images\n\"Although the rise in global CPI inflation earlier this year was concentrated in energy and a narrow set of goods prices linked to supply constraints, the acceleration in food prices, alongside a recent pickup in services price inflation, sends a signal that pandemic-related pressures on prices are broadening,\" JPMorgan economists Nora Szentivanyi and Bruce Kasman wrote in a note last week.\n\"While we believe much of this pressure will prove transitory, inflation should remain elevated through early next year, as rising food and services price inflation offsets a moderation in energy and core goods price gains,\" they added.\nThe CPI also serves as another metric pointing to the relative stickiness or transience of inflationary pressures in the recovering economy. Its outsized increases earlier this year — along with increases in the Federal Reserve's preferred inflationary gauge, core personal consumption expenditures — have suggested to some economists that the central bank might be prudent to alter its monetary policies to stave off a sustained overheating of the economy.\nFederal Reserve policymakers, however, have largely stuck to the conviction that inflation will prove transitory in this economy. Central bank officials like Fed Chair Jerome Powell further suggested that a premature policy move could actually backfire by cutting short the recovery in the labor market.\n\"The spike in inflation is so far largely the product of a relatively narrow group of goods and services that have been directly affected by the pandemic and the reopening of the economy,\" Powell said during his speech at the central bank's Jackson Hole symposium in late August.\n\"Some prices — for example, for hotel rooms and airplane tickets — declined sharply during the recession and have now moved back up close to pre-pandemic levels,\" he said. \"The 12-month window we use in computing inflation now captures the rebound in prices but not the initial decline, temporarily elevating reported inflation. These effects, which are adding a few tenths to measured inflation, should wash out over time.\"\nRetail sales\nAnother closely watched economic data report out this week will be Thursday's retail sales print from the U.S. Commerce Department.\nConsumer spending has retreated in recent months as a boost from stimulus checks and other government support faded compared to earlier this year. In July, retail sales fell by a worse-than-expected 1.1%, which was more than three times greater than the drop expected.\nThe August retail sales report will capture more of the impact on spending from the latest jump in coronavirus cases, with infections related to the Delta variant's spread having picked up mid-summer. Consensus economists expect to see sales fall for a back-to-back month, dropping by 0.8% for the month.\nSome service-related spending already slowed in July, suggesting consumers were already going out somewhat less frequently as infections mounted. Food services and drinking places sales increase by 1.7% in July, following a 2.4% monthly gain in June.\nThe August retail sales report, however, will not capture any impact on spending related to the national expiration of enhanced unemployment benefits. Throughout the summer, about half of U.S. states had ended pandemic-era federal jobless benefits to try and incentivize unemployed individuals to return to work. The other half of states ended these benefits by Sept. 6.\nFuture retail sales reports for September and onward may reflect slowing sales as a result of the expiration of this aid, some economists suggested.\n\"Spending by the unemployed, especially low-income households, has been supported by enhanced unemployment benefits,\" Rubeela Farooqi, chief economist at High Frequency Economics, wrote in a note. \"Absent this support, spending outcomes will surely be different, especially if households are less secure about job prospects going forward.\"\nEconomic calendar\n\nMonday: Monthly budget statement, August (-$302.1 billion during prior month)\nTuesday: NFIB Small Business Optimism, August (99.7 during prior month); Real Average Weekly Earnings, year-over-year, August (-0.9% during prior month); Consumer Price Index, month-over-month, August (0.4% expected, 0.5% in July); Consumer Price Index excluding food and energy, month-over-month, August (0.3% expected, 0.3% in July); Consumer Price Index, year-over-year, August (5.3% expected, 5.4% in July); Consumer Price Index excluding food and energy, year-over-year (August (4.2% expected, 4.3% in August)\nWednesday: MBA Mortgage Applications, week ended September 10 (-1.9% during prior week); Empire Manufacturing, September (20.0 expected, 18.3 during prior month); Import Price Index, month-over-month, August (0.3% expected, 0.3% in July); Industrial Production, month-over-month, August (0.6% expected, 0.9% in July); Capacity Utilization, August (76.4% in August, 76.1% in July); Manufacturing Production, August (0.4% expected, 1.4% in July)\nThursday: Retail Sales Advance, month-over-month, August (-0.8% expected, -1.1% in July); Retail Sales excluding autos and gas, August (-0.5% expected, -0.7% in July); Initial jobless claims, week ended September 11; Continuing Claims, week ended September 4; Philadelphia Fed Business Outlook Index, September (20.0 expected, 19.4 in August); Business inventories, July (0.5% expected, 0.8% in June); Total Net TIC Flows, July ($31.5 billion in June); Total Long-term TIC Flows, July ($110.9 billion in June)\nFriday: University of Michigan Sentiment, September preliminary (72.7 expected, 70.3 in August)\n\nEarnings calendar\n\nMonday: Oracle (ORCL) after market close\nTuesday: Lennar (LEN), FuelCell Energy (FCEL) before market open  \nWednesday: Weber (WEBR) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816237568,"gmtCreate":1630503357554,"gmtModify":1676530322173,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/816237568","repostId":"1164762355","repostType":4,"repost":{"id":"1164762355","pubTimestamp":1630502193,"share":"https://ttm.financial/m/news/1164762355?lang=&edition=fundamental","pubTime":"2021-09-01 21:16","market":"us","language":"en","title":"Apple upgraded at Wolfe Research as former bear praises iPhone demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1164762355","media":"seekingalpha","summary":"Wolfe Research upgrades Applefrom Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this month.Analyst Jeffrey Kvaal says the demand was driven by healthy U.S. operator promotions and Huawei share gains. Additional fuel is coming from the tech giant's supply chain strength, which partially offsets the global component shortage, and the \"elevated\" average selling prices.Kvaal raises Apple's price target ","content":"<ul>\n <li>Wolfe Research upgrades Apple(NASDAQ:AAPL)from Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this month.</li>\n <li>Analyst Jeffrey Kvaal says the demand was driven by healthy U.S. operator promotions and Huawei share gains. Additional fuel is coming from the tech giant's supply chain strength, which partially offsets the global component shortage, and the \"elevated\" average selling prices.</li>\n <li>Kvaal raises Apple's price target from $135 to $155.</li>\n <li>Apple shares are up less than 1% pre-market to $152.46.</li>\n <li>The company's three largest revenue generators are the iPhone, services and wearables. Services sales growth is currently threatened by lawmakers&nbsp;targeting the App Store commission rate.Wearables are a growing segment, but reports yesterday suggested the next-generation Watch Series 7 has&nbsp;run into production delays.</li>\n</ul>","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>Apple upgraded at Wolfe Research as former bear praises iPhone demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple upgraded at Wolfe Research as former bear praises iPhone demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 21:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3736031-apple-upgraded-at-wolfe-research-as-former-bear-praises-iphone-demand><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wolfe Research upgrades Apple(NASDAQ:AAPL)from Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this ...</p>\n\n<a href=\"https://seekingalpha.com/news/3736031-apple-upgraded-at-wolfe-research-as-former-bear-praises-iphone-demand\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3736031-apple-upgraded-at-wolfe-research-as-former-bear-praises-iphone-demand","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1164762355","content_text":"Wolfe Research upgrades Apple(NASDAQ:AAPL)from Underperform to Peer Perform on strong iPhone 12 demand trends that should provide a tailwind for the iPhone 13 lineup expected to launch later this month.\nAnalyst Jeffrey Kvaal says the demand was driven by healthy U.S. operator promotions and Huawei share gains. Additional fuel is coming from the tech giant's supply chain strength, which partially offsets the global component shortage, and the \"elevated\" average selling prices.\nKvaal raises Apple's price target from $135 to $155.\nApple shares are up less than 1% pre-market to $152.46.\nThe company's three largest revenue generators are the iPhone, services and wearables. Services sales growth is currently threatened by lawmakers targeting the App Store commission rate.Wearables are a growing segment, but reports yesterday suggested the next-generation Watch Series 7 has run into production delays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801305325,"gmtCreate":1627481665767,"gmtModify":1703490843405,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801305325","repostId":"1153282663","repostType":4,"repost":{"id":"1153282663","pubTimestamp":1627478554,"share":"https://ttm.financial/m/news/1153282663?lang=&edition=fundamental","pubTime":"2021-07-28 21:22","market":"us","language":"en","title":"2 Reddit-Favorite Stocks That Are More Than A Meme","url":"https://stock-news.laohu8.com/highlight/detail?id=1153282663","media":"TheStreet","summary":"Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both compa","content":"<p>Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.</p>\n<p>Meme stocks are generally characterized by (1) their popularity among retail investors and (2) business fundamentals that are often short of pristine. High short interest along with Reddit popularity, among other reasons, are usually the main forces driving meme mania.</p>\n<p>Today, Wall Street Memes talks about SoFI&nbsp;and ContextLogic, two companies that are cherished by the meme crowd. Beyond mere popularity, however, both have been showcasing decent fundamentals within two growing segments.</p>\n<p><b>$SOFI - SoFi: a profitable fintech</b></p>\n<p>Fintech company SoFi has been standing out among its peers. This emerging industry has been serving as an alternative to large banks and financial institutions. Growth of 25% in the sector is expected by 2022,accordingto third-party data.</p>\n<ul>\n <li><b>Solid results and still growing</b></li>\n</ul>\n<p>SoFi has been delivering the goods. The company has reported revenues of nearly $750 million in the last 12 months, representing 151% year-over-year growth. SoFi also stands out in fintech for being profitable, a hard feat to achieve in the space due to the low-fee model.</p>\n<p>The company has posted positive EBITDA for three consecutive quarters, with the last period showing $70 million year-over-year growth. In B2B, subsidiary Galileo posted triple-digit growth in the last quarter of more than 100% year-over-year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cc16c8213992ed5a1991602e22cfe81\" tg-width=\"918\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>Figure 1: SOFI adjusted EBITDA.</span></p>\n<ul>\n <li><b>What Wall Street has been saying</b></li>\n</ul>\n<p>According to Yahoo Finance, two analysts support a buy recommendation on SOFI with a target price of $27.50. Oppenheimer with a target price of $25seesupside potential at 55%.</p>\n<p>As mentioned by the analyst, customer acquisition, cross-sell and market share capture are opportunities provided by SoFi’s assets. Also, a unique consumer-facing platform is a differentiator in consumer lending.</p>\n<p>Even more optimistic is Rosenblatt Securities. The firm assigns a target price at $30, predicting 86% upside. The reasons for bullishness,according&nbsp;to the analyst, are summarized as \"well positioned to capture a significant amount of value”.</p>\n<p>The most recent take on SOFI stock came from Jim Cramer.According&nbsp;to him, shares are only one dollar away from his own target price.</p>\n<blockquote>\n “I think SoFi should be done going down soon. I mean, stocks stop at zero. This thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.”\n</blockquote>\n<p><b>$WISH - ContextLogic: promising e-commerce</b></p>\n<p>ContextLogic, the company that operates Wish.com, is a low-cost e-commerce marketplace used by more than 1 million merchants. Much of Wish’s business comes from China, the merchants’ main distributor country.</p>\n<ul>\n <li><b>Recent financial performance</b></li>\n</ul>\n<p>In the company's most recent earnings release, ContextLogic reported robust revenue growth of 76% year-over-year, beating analysts’ top line expectations of $743 million. However, high marketing and sales costs led to negative margins and a large net loss: EPS of -0.21 vs. -0.18 estimated by Wall Street.</p>\n<p>As far as the retail space is concerned,a research report suggests&nbsp;that e-commerce is likely to flourish beyond the COVID-19 crisis. It is estimated that US online sales will grow by $865 billion in 2021, a 13% increase over a pandemic year that was already ideal for e-commerce.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9812b44f162e5ea65a862b07e9152aef\" tg-width=\"870\" tg-height=\"282\" width=\"100%\" height=\"auto\"><span>Figure 2: WISH FY21 Q1 Revenue and net loss.</span></p>\n<ul>\n <li><b>What Wall Street has been saying</b></li>\n</ul>\n<p>According to TipRanks, 6 analysts have assigned a moderate buy recommendation on WISH in the past 3 months. The consensus price target is $16, suggesting an upside opportunity of around 70%. Despite overall optimism among analysts, the latest takes have been more cautious.</p>\n<p>Evercore ISI recently&nbsp;downgraded&nbsp;its recommendation from buy to hold. According to the analyst, the resignation of Wish’s tenured CFO after the IPO can be bearish for the stock. However, the analyst still sees 42% of upside potential.</p>\n<p>The latest take came from Bank Of America, and it was another downgrade to neutral. The analyst&nbsp;noted&nbsp;that, in the first couple of quarters since the IPO, the customer acquisition strategy led to lower customer growth relative to prior estimates. Also, he added that U.S. stimulus in the first half of the year did not have the expected benefit on the company’s sales.</p>\n<p>As a side note, WISH currently has a fairly elevated short interest ratio of nearly 14%,according&nbsp;to Yahoo Finance – arguably making it more of a target of meme mania.</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>2 Reddit-Favorite Stocks That Are More Than A Meme</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Reddit-Favorite Stocks That Are More Than A Meme\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.\nMeme stocks are generally characterized by (1) their ...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc."},"source_url":"https://www.thestreet.com/memestocks/other-memes/2-reddit-favorite-stocks-that-are-more-than-a-meme","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153282663","content_text":"Shares of SOFI and WISH are popular among Redditors. But decent fundamentals suggest that both companies are more than meme stock candidates.\nMeme stocks are generally characterized by (1) their popularity among retail investors and (2) business fundamentals that are often short of pristine. High short interest along with Reddit popularity, among other reasons, are usually the main forces driving meme mania.\nToday, Wall Street Memes talks about SoFI and ContextLogic, two companies that are cherished by the meme crowd. Beyond mere popularity, however, both have been showcasing decent fundamentals within two growing segments.\n$SOFI - SoFi: a profitable fintech\nFintech company SoFi has been standing out among its peers. This emerging industry has been serving as an alternative to large banks and financial institutions. Growth of 25% in the sector is expected by 2022,accordingto third-party data.\n\nSolid results and still growing\n\nSoFi has been delivering the goods. The company has reported revenues of nearly $750 million in the last 12 months, representing 151% year-over-year growth. SoFi also stands out in fintech for being profitable, a hard feat to achieve in the space due to the low-fee model.\nThe company has posted positive EBITDA for three consecutive quarters, with the last period showing $70 million year-over-year growth. In B2B, subsidiary Galileo posted triple-digit growth in the last quarter of more than 100% year-over-year.\nFigure 1: SOFI adjusted EBITDA.\n\nWhat Wall Street has been saying\n\nAccording to Yahoo Finance, two analysts support a buy recommendation on SOFI with a target price of $27.50. Oppenheimer with a target price of $25seesupside potential at 55%.\nAs mentioned by the analyst, customer acquisition, cross-sell and market share capture are opportunities provided by SoFi’s assets. Also, a unique consumer-facing platform is a differentiator in consumer lending.\nEven more optimistic is Rosenblatt Securities. The firm assigns a target price at $30, predicting 86% upside. The reasons for bullishness,according to the analyst, are summarized as \"well positioned to capture a significant amount of value”.\nThe most recent take on SOFI stock came from Jim Cramer.According to him, shares are only one dollar away from his own target price.\n\n “I think SoFi should be done going down soon. I mean, stocks stop at zero. This thing has just been a nightmare, and [CEO] Anthony Noto is better than that. It’s at $15. I’m a buyer at the $14 level.”\n\n$WISH - ContextLogic: promising e-commerce\nContextLogic, the company that operates Wish.com, is a low-cost e-commerce marketplace used by more than 1 million merchants. Much of Wish’s business comes from China, the merchants’ main distributor country.\n\nRecent financial performance\n\nIn the company's most recent earnings release, ContextLogic reported robust revenue growth of 76% year-over-year, beating analysts’ top line expectations of $743 million. However, high marketing and sales costs led to negative margins and a large net loss: EPS of -0.21 vs. -0.18 estimated by Wall Street.\nAs far as the retail space is concerned,a research report suggests that e-commerce is likely to flourish beyond the COVID-19 crisis. It is estimated that US online sales will grow by $865 billion in 2021, a 13% increase over a pandemic year that was already ideal for e-commerce.\nFigure 2: WISH FY21 Q1 Revenue and net loss.\n\nWhat Wall Street has been saying\n\nAccording to TipRanks, 6 analysts have assigned a moderate buy recommendation on WISH in the past 3 months. The consensus price target is $16, suggesting an upside opportunity of around 70%. Despite overall optimism among analysts, the latest takes have been more cautious.\nEvercore ISI recently downgraded its recommendation from buy to hold. According to the analyst, the resignation of Wish’s tenured CFO after the IPO can be bearish for the stock. However, the analyst still sees 42% of upside potential.\nThe latest take came from Bank Of America, and it was another downgrade to neutral. The analyst noted that, in the first couple of quarters since the IPO, the customer acquisition strategy led to lower customer growth relative to prior estimates. Also, he added that U.S. stimulus in the first half of the year did not have the expected benefit on the company’s sales.\nAs a side note, WISH currently has a fairly elevated short interest ratio of nearly 14%,according to Yahoo Finance – arguably making it more of a target of meme mania.","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173506944,"gmtCreate":1626666878388,"gmtModify":1703763007842,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173506944","repostId":"1111084715","repostType":4,"repost":{"id":"1111084715","pubTimestamp":1626649255,"share":"https://ttm.financial/m/news/1111084715?lang=&edition=fundamental","pubTime":"2021-07-19 07:00","market":"us","language":"en","title":"Netflix, AT&T, Snap, Chipotle, Twitter, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1111084715","media":"Barrons","summary":"Second-quarter earnings season picks up this week, as 76 S&P 500 companies are scheduled to report. ","content":"<p>Second-quarter earnings season picks up this week, as 76 S&amp;P 500 companies are scheduled to report. <a href=\"https://laohu8.com/S/IBM\">IBM</a> and J.B. Hunt Transport Services will be Monday’s highlights, followed by Netflix, Chipotle Mexican Grill, Halliburton, Intuitive Surgical, and United Airlines Holdings on Tuesday.</p>\n<p>Wednesday will be busy, with SAP, Coca-Cola, Johnson &amp; Johnson, Texas Instruments, and Verizon Communications all releasing results. AT&amp;T, <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>, Biogen, Snap, American Airlines Group, Intel, and Southwest Airlines go next on Thursday, before American <a href=\"https://laohu8.com/S/EXPR\">Express</a>, Honeywell International, and Schlumberger close the week on Friday.</p>\n<p>The economic calendar this week will bring plenty of data on the state of the U.S. housing market. On Monday, the National Association of Home Builders releases its NAHB/ Wells Fargo Housing Market Index for July, followed by the Census Bureau’s new residential construction data for June on Tuesday. Then, on Thursday, the National Association of Realtors reports existing-home sales for June. Economists on average expect a still robust housing market, but one that’s less explosively growing than earlier this year.</p>\n<p><img src=\"https://static.tigerbbs.com/7e83f1e4a91566400a5dd6174a1f8ecc\" tg-width=\"1564\" tg-height=\"662\" referrerpolicy=\"no-referrer\"></p>\n<p>Monday 7/19</p>\n<p>IBM, J.B. Hunt Transport Services, PPG Industries, Prologis, Tractor Supply, and Zions Bancorp report quarterly results.</p>\n<p>L Brands holds a conference call to discuss the spinoff of its Victoria’s Secret brand. The new company, to be called Victoria’s Secret, is expected to trade under the ticker VSCO on the New York Stock Exchange in early August. The remaining company will be renamed Bath &amp; Body Works, and also have a new stock symbol, BBWI.</p>\n<p>The National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for July. Consensus estimate is for an 82 reading, slightly higher than the June data. Home builders remain quite bullish on the housing market, but the June figure was the lowest since August 2020, amid rising materials prices and supply-chain shortages.</p>\n<p>Tuesday 7/20</p>\n<p>Chipotle Mexican Grill, <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a>, Halliburton, HCA Healthcare, Intuitive Surgical, <a href=\"https://laohu8.com/S/KEY\">KeyCorp</a>, Netflix, Philip Morris International, <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a>, Travelers, and United Airlines Holdings announce earnings.</p>\n<p>The Census Bureau reports new residential construction data for June. Economists forecast a seasonally adjusted annual rate of 1.6 million housing starts, slightly more than the June figure.</p>\n<p>Wednesday 7/21</p>\n<p>Anthem, ASML Holding, Baker Hughes, Coca-Cola, Crown Castle International, CSX, Johnson &amp; Johnson, Nasdaq, Northern Trust, Novartis, SAP, Seagate Technology Holdings, Texas Instruments, and Verizon Communications release quarterly results.</p>\n<p>Thursday 7/22</p>\n<p>The NAR reports existing-home sales for June. Economists forecast a seasonally adjusted annual rate of 5.8 million, matching the May figure. Existing-home sales have declined for four consecutive months.</p>\n<p>Abbott Laboratories, American Airlines Group, AT&amp;T, Biogen, Capital One Financial, D.R. Horton, Danaher, Intel, Marsh &amp; McLennan, Newmont, Nucor, Snap, Southwest Airlines, Twitter, and Union Pacific hold conference calls to discuss earnings.</p>\n<p>The Conference Board releases its Leading Economic Index for June. Consensus estimate is for a 1.1% month-over-month increase, after a 1.3% rise in May. The LEI has now surpassed its previous peak from January 2020.</p>\n<p>The European Central Bank announces its monetary-policy decision. The central bank is widely expected to keep its key short-term interest rate unchanged at negative 0.5%. The ECB recently changed its inflation goal to 2% over the medium term instead of targeting inflation of close to, but below, 2%.</p>\n<p>Friday 7/23</p>\n<p>American Express, Honeywell International, Kimberly-Clark, NextEra Energy, and Schlumberger report quarterly results.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix, AT&T, Snap, Chipotle, Twitter, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix, AT&T, Snap, Chipotle, Twitter, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/netflix-at-t-snap-chipotle-twitter-and-other-stocks-for-investors-to-watch-this-week-51626634814?mod=hp_LEAD_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Second-quarter earnings season picks up this week, as 76 S&P 500 companies are scheduled to report. IBM and J.B. Hunt Transport Services will be Monday’s highlights, followed by Netflix, Chipotle ...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-at-t-snap-chipotle-twitter-and-other-stocks-for-investors-to-watch-this-week-51626634814?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","ISBC":"投资者银行",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/netflix-at-t-snap-chipotle-twitter-and-other-stocks-for-investors-to-watch-this-week-51626634814?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111084715","content_text":"Second-quarter earnings season picks up this week, as 76 S&P 500 companies are scheduled to report. IBM and J.B. Hunt Transport Services will be Monday’s highlights, followed by Netflix, Chipotle Mexican Grill, Halliburton, Intuitive Surgical, and United Airlines Holdings on Tuesday.\nWednesday will be busy, with SAP, Coca-Cola, Johnson & Johnson, Texas Instruments, and Verizon Communications all releasing results. AT&T, Twitter, Biogen, Snap, American Airlines Group, Intel, and Southwest Airlines go next on Thursday, before American Express, Honeywell International, and Schlumberger close the week on Friday.\nThe economic calendar this week will bring plenty of data on the state of the U.S. housing market. On Monday, the National Association of Home Builders releases its NAHB/ Wells Fargo Housing Market Index for July, followed by the Census Bureau’s new residential construction data for June on Tuesday. Then, on Thursday, the National Association of Realtors reports existing-home sales for June. Economists on average expect a still robust housing market, but one that’s less explosively growing than earlier this year.\n\nMonday 7/19\nIBM, J.B. Hunt Transport Services, PPG Industries, Prologis, Tractor Supply, and Zions Bancorp report quarterly results.\nL Brands holds a conference call to discuss the spinoff of its Victoria’s Secret brand. The new company, to be called Victoria’s Secret, is expected to trade under the ticker VSCO on the New York Stock Exchange in early August. The remaining company will be renamed Bath & Body Works, and also have a new stock symbol, BBWI.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for July. Consensus estimate is for an 82 reading, slightly higher than the June data. Home builders remain quite bullish on the housing market, but the June figure was the lowest since August 2020, amid rising materials prices and supply-chain shortages.\nTuesday 7/20\nChipotle Mexican Grill, Citizens Financial Group, Halliburton, HCA Healthcare, Intuitive Surgical, KeyCorp, Netflix, Philip Morris International, Synchrony Financial, Travelers, and United Airlines Holdings announce earnings.\nThe Census Bureau reports new residential construction data for June. Economists forecast a seasonally adjusted annual rate of 1.6 million housing starts, slightly more than the June figure.\nWednesday 7/21\nAnthem, ASML Holding, Baker Hughes, Coca-Cola, Crown Castle International, CSX, Johnson & Johnson, Nasdaq, Northern Trust, Novartis, SAP, Seagate Technology Holdings, Texas Instruments, and Verizon Communications release quarterly results.\nThursday 7/22\nThe NAR reports existing-home sales for June. Economists forecast a seasonally adjusted annual rate of 5.8 million, matching the May figure. Existing-home sales have declined for four consecutive months.\nAbbott Laboratories, American Airlines Group, AT&T, Biogen, Capital One Financial, D.R. Horton, Danaher, Intel, Marsh & McLennan, Newmont, Nucor, Snap, Southwest Airlines, Twitter, and Union Pacific hold conference calls to discuss earnings.\nThe Conference Board releases its Leading Economic Index for June. Consensus estimate is for a 1.1% month-over-month increase, after a 1.3% rise in May. The LEI has now surpassed its previous peak from January 2020.\nThe European Central Bank announces its monetary-policy decision. The central bank is widely expected to keep its key short-term interest rate unchanged at negative 0.5%. The ECB recently changed its inflation goal to 2% over the medium term instead of targeting inflation of close to, but below, 2%.\nFriday 7/23\nAmerican Express, Honeywell International, Kimberly-Clark, NextEra Energy, and Schlumberger report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148734478,"gmtCreate":1626015704894,"gmtModify":1703751965515,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148734478","repostId":"1166379040","repostType":4,"repost":{"id":"1166379040","pubTimestamp":1625968800,"share":"https://ttm.financial/m/news/1166379040?lang=&edition=fundamental","pubTime":"2021-07-11 10:00","market":"us","language":"en","title":"Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform","url":"https://stock-news.laohu8.com/highlight/detail?id=1166379040","media":"CNBC","summary":"KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before ne","content":"<div>\n<p>KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1166379040","content_text":"KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s almost impossible to replace the battery at home because AirPods are tiny, packed with components, and hard to take apart.\nA new startup called PodSwap is aiming to make it easier to repair AirPods and keep them out of landfills or recycling plants, but its challenges show the need for right-to-repair laws.\n\nWhen AirPods were first released in 2016, they were a marvel of miniaturization.\nTo ditch cords and go wireless,Apple packed several chips, microphones and speakers into each headphone, which weigh about 4 grams. Without a cord, the earbud gets its power from a tiny cylindrical battery that has about 1% of the capacity of an iPhone’s battery.\nBut lithium-ion batteries, like those used by the AirPods, wear out the more they are used.\nSome owners have noticed that, after a few years, used AirPods eventually will last only an hour or so before needing to be recharged -- a big decay from the four-to-five-hour battery life they have when new. Because each AirPod is so small and so tightly packed into its housing, it’s almost impossible to swap out the old battery for a new one. Most people give up and just buy a new pair.\nThe limited lifespan of AirPods is exactly the kind of problem that the “right-to-repair” movement wants to fix. Repair shops and lobbyists that support repair reform want lawmakers to implement a variety of rules, including increased access to manuals and official parts and consumer protections around warranties.\nBut one of their most important requests is for companies to design products with repair in mind, instead of packing gadgets with unlabeled parts and sticking them together with glue, forcing users to use a knife to take them apart.\nThis desire puts repair advocates at odds with hardware companies like Apple, whose business models depend on customers upgrading to the latest model every few years. When Apple offered cheap iPhone battery repairs a few years ago, it hurt sales as consumers were able to hang on to their old phones for longer instead of upgrading. Apple also charges customers for repairs and extended warranties.\n“We design our products for durability in order to minimize the need for repair,” Apple wrote in an environmental report earlier this year. “But in the instance a repair is needed, we believe our customers should have convenient access to safe and reliable repair services, to get their product back up and running as quickly as possible.”\nThe right-to-repair movement gains steam\nPolicymakers have started to engage more closely with right-to-repair advocates in recent years. State-level bills have been introduced in a majority of states, but electronics companies have lobbied against them and none have passed.\nIn May, the Federal Trade Commission released a 56-page report on repair restrictions, concluding that repair restrictions have “steered consumers into manufacturers’ repair networks or to replace products before the end of their useful lives” — exactly the problem users are running into with their AirPods.\nThe Biden administration on Friday ordered the FTC to write new regulations targeted at limiting manufacturers’ ability to hamper independent or do-it-yourself repairs as part of a sweeping executive order. New repair rules have not yet been drafted.\n“Tech and other companies impose restrictions on self and third-party repairs, making repairs more costly and time-consuming, such as by restricting the distribution of parts, diagnostics, and repair tools,” the White House wrote in a fact sheet about the order on Friday, linking to a story about fixing Apple products. Apple declined to comment on the White House executive order.\nThe FTC has not said what it plans to do, but repair advocates want a few key policy changes, as detailed in its May report. They want companies to be required to make official replacement parts available. They want access to tools that could make repairs easier without reverse-engineering the tools or parts themselves. And ultimately, they want products to be designed with longer lifespans.\nApple is not the only company that would be affected by these policies. Much of the recent pressure is on medical device companies and tractor manufacturers. But given Apple’s ubiquity, it has become a poster child for repair, especially because it promotes its environmental efforts as a corporate value.\nApple has launched a program it calls the “Independent Repair Program” which gives repair shops the option to enter into a certification process and contract with Apple in order to get access to authentic Apple parts, tools and manuals.\nApple has also reduced the price of its battery replacement for iPhones, and recent models have been designed to make it easier to replace a battery or cracked screen, according to iFixit. Plus, compared to other consumer electronics companies, Apple has a large existing network of stores and authorized repair shops.\nStill, many Apple products remain challenging to repair at home or as a business with no contact with Apple.\nThe only AirPods battery replacement company\niFixit, a company that provides disassembly instructions and sells replacement parts for gadgets, gives AirPods models a score of zero out of 10 for repairability. According to iFixit, repairing these earbuds involves soldering, hot air guns and slicing through glue — that is, if replacement battery parts are even available. In the end, a would-be home repairer would have to put the four-gram computer back together again.\nApple provides “battery service” for AirPods, at the cost of $49 per earbud. But functionally, Apple simply gives you a replacement pair, and the old earbuds are recycled. It’s not a repair, it’s a replacement. And it’s expensive. AirPods originally cost $159, so opting for battery service costs more than half of the price of a new pair.\nApple sold about 72.8 million AirPods units in 2020, according to a CounterPoint research estimate, so tens of millions of consumers will face the same lack of choice in the coming years.\nPodSwap is a Miami company founded by Emma Stritzinger and Emily Alpert which aims to keep AirPods “out of the landfill.” They’re not associated with Apple.\nThey believe they’re the only company performing AirPod battery replacements, although other companies “refurbish” old AirPods, the founders told CNBC. The company was formed after the founders experienced dying AirPods themselves and thought that upgrading or replacing them would be wasteful and impractical.\nI recently replaced a pair of AirPods that were only holding a charge for 45 minutes -- too short to complete a phone call. I paid $59 on PodSwap’s Shopify site and a few days later received a replacement pair of AirPods with new batteries. They weren’t my old AirPods, they were another set that had their batteries replaced.\nAlong with those new pods, PodSwap includes a box and a return label. It wants your old AirPods back. It then cleans and sanitizes the old pair, puts in new batteries and sends them out to the next person who wants to change the battery in their old AirPods.\nBut PodSwap faces many challenges that show why repair advocates want new rules. Alpert said the design of the AirPod makes it challenging for repair shops or companies like theirs to do a lot of battery replacements. PodSwap’s process uses both robotics and manual labor, the founders said.\n“The process was developed through trial and error and a large number of units were ‘sacrificed’ and ultimately recycled. One major challenge we faced was overcoming the uniqueness of this product. Each AirPod is assembled with slight differences, which creates complexity in the disassembly,” Alpert said.\nPodSwap plans to soon offer service for the AirPods Pro, a newer model that costs $249 and are, surprisingly, powered by a standard-sized coin battery.\nBut the AirPods Pro have many of the same problems as the first model — tight tolerances, potential damage while taking them apart, a lack of replacement parts, and a design that suggests the product was always designed to last a limited time.\n“We have found the AirPods Pro’s batteries to be more difficult to replace,” Alpert said. “The ergonomic design and tight unforgiving tolerances make it exceptionally challenging to replace the batteries repeatedly, with a high degree of efficiency.”\nPodSwap wasn’t totally seamless for me — I got sent a combination of “first generation” and “second generation” AirPods. They caused my iPhone to send error messages, but I sent an email to PodSwap and a day or two later I got a second replacement set, which worked.\nAfter that, I sent my first replacement set and my old AirPods back. The AirPods I received look and work like new.\nI plan on trying to get another four years out of them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141714255,"gmtCreate":1625891561877,"gmtModify":1703750578450,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/141714255","repostId":"1177397700","repostType":4,"repost":{"id":"1177397700","pubTimestamp":1625876446,"share":"https://ttm.financial/m/news/1177397700?lang=&edition=fundamental","pubTime":"2021-07-10 08:20","market":"us","language":"en","title":"Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177397700","media":"Barrons","summary":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.Now that Facebook  has earned access—its market cap was down slightly by the end of the week, to ","content":"<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.</p>\n<p>Now that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.</p>\n<p>There’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by&nbsp;Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and&nbsp;Visa(V).</p>\n<p>We’ve covered all of those stocks closely at&nbsp;Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review &amp; Preview newsletter.</p>\n<p>A few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and&nbsp;JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While&nbsp;Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.</p>\n<p>I’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.</p>\n<p>The business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.</p>\n<p>While the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.</p>\n<p><img src=\"https://static.tigerbbs.com/ed700f7a7812c0bf7b9b205ad99c33e7\" tg-width=\"872\" tg-height=\"769\" referrerpolicy=\"no-referrer\"></p>\n<p>I asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&amp;P information technology, as a percent of overall S&amp;P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”</p>\n<p>Right now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.</p>\n<p>Tech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&amp;P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&amp;P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).</p>\n<p>Tech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.</p>\n<p>On Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.</p>\n<p>By now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963cb5c585db8df9615cd98e0bbd4bbc\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><span>A room at the F8 Developers Conference in San Jose, Calif.</span></p>\n<p>Privacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.</p>\n<p>For now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.</p>\n<p>It’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.</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\">\nWhich Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the ...</p>\n\n<a href=\"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA\">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","AMZN":"亚马逊","TSM":"台积电","BABA":"阿里巴巴","JPM":"摩根大通","WMT":"沃尔玛","GOOGL":"谷歌A","UNH":"联合健康","V":"Visa","AAPL":"苹果","TSLA":"特斯拉","NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177397700","content_text":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.\nNow that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.\nThere’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and Visa(V).\nWe’ve covered all of those stocks closely at Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review & Preview newsletter.\nA few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.\nI’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.\nThe business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.\nWhile the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.\n\nI asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&P information technology, as a percent of overall S&P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”\nRight now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.\nTech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).\nTech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.\nOn Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.\nBy now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.\nA room at the F8 Developers Conference in San Jose, Calif.\nPrivacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.\nFor now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.\nIt’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141133228,"gmtCreate":1625841371864,"gmtModify":1703749701921,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"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/141133228","repostId":"1166454239","repostType":4,"repost":{"id":"1166454239","pubTimestamp":1625839689,"share":"https://ttm.financial/m/news/1166454239?lang=&edition=fundamental","pubTime":"2021-07-09 22:08","market":"us","language":"en","title":"Tesla raises Model S and Model X prices $5,000 in the U.S.","url":"https://stock-news.laohu8.com/highlight/detail?id=1166454239","media":"seekingalpha","summary":"After launching cheaper version of Model Y cars in China, Tesla has increased the base price of its ","content":"<ul>\n <li>After launching cheaper version of Model Y cars in China, Tesla&nbsp;has increased the base price of its redesigned Model S and Model X vehicles by $5,000 in the U.S.</li>\n <li>The Model S&nbsp;now listed with base price of $84,990 and Model X at $94,990.</li>\n <li>The car maker delivered 1,890 Model S/X vehicles and 199,360 Model 3/Y vehicles in Q2 for a total tally of 201,250.</li>\n <li>Yesterday, the companylauncheda cheaper version of the Model Y in China with a standard driving range at the starting price of ¥276,000 amid increased scrutiny from regulators.</li>\n <li>Tesla had cut its car pricesby up to $5,000 last year in May 2020for its Model S and Model X, bringing their base prices to $74,990 and $79,990&nbsp;to jump-start sales during the pandemic.</li>\n</ul>","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>Tesla raises Model S and Model X prices $5,000 in the U.S.</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 raises Model S and Model X prices $5,000 in the U.S.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3713993-tesla-raises-model-s-and-model-x-prices-5000-in-the-us><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After launching cheaper version of Model Y cars in China, Tesla has increased the base price of its redesigned Model S and Model X vehicles by $5,000 in the U.S.\nThe Model S now listed with base price...</p>\n\n<a href=\"https://seekingalpha.com/news/3713993-tesla-raises-model-s-and-model-x-prices-5000-in-the-us\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3713993-tesla-raises-model-s-and-model-x-prices-5000-in-the-us","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1166454239","content_text":"After launching cheaper version of Model Y cars in China, Tesla has increased the base price of its redesigned Model S and Model X vehicles by $5,000 in the U.S.\nThe Model S now listed with base price of $84,990 and Model X at $94,990.\nThe car maker delivered 1,890 Model S/X vehicles and 199,360 Model 3/Y vehicles in Q2 for a total tally of 201,250.\nYesterday, the companylauncheda cheaper version of the Model Y in China with a standard driving range at the starting price of ¥276,000 amid increased scrutiny from regulators.\nTesla had cut its car pricesby up to $5,000 last year in May 2020for its Model S and Model X, bringing their base prices to $74,990 and $79,990 to jump-start sales during the pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151985500,"gmtCreate":1625061819500,"gmtModify":1703735156774,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":21,"repostSize":0,"link":"https://ttm.financial/post/151985500","repostId":"1148787821","repostType":4,"repost":{"id":"1148787821","pubTimestamp":1625056573,"share":"https://ttm.financial/m/news/1148787821?lang=&edition=fundamental","pubTime":"2021-06-30 20:36","market":"us","language":"en","title":"OPEC Meets Thursday. What It Means for Oil Prices.","url":"https://stock-news.laohu8.com/highlight/detail?id=1148787821","media":"Barrons","summary":"With the Organization of the Petroleum Exporting Countries set to meet Thursday, many expect an incr","content":"<p>With the Organization of the Petroleum Exporting Countries set to meet Thursday, many expect an increase in oil supply to be on the docket.&nbsp;That could make crude prices, which have stalled recently, drop.</p>\n<p>Oil has had a fantastic 2021. WTI Crude, the U.S. benchmark, has gained 50% this year after rising 0.1% to $72.98 on Tuesday, while the Energy Select Sector SPDR ETF (XLE) has returned 44% including reinvested dividends.</p>\n<p>Now OPEC is set to meet—and some see an increase in the supply of oil as the most likely outcome. The cartel is&nbsp;considering boosting production by 500,000 barrels&nbsp;a day, according to a Wall Street Journal report, while analysts at RBC Capital Markets expect OPEC to boost output by between 500,000 and 1 million barrels a day beginning in August.</p>\n<p>Last year, OPEC was cutting production, as oil demand plummeted in the face of the pandemic. OPEC was producing almost 10 million barrels a day in May 2020, though that number fell to 6 million by the end of the year. Now,demand for oil is snapping back&nbsp;quickly, as&nbsp;the economy rebounds, which has been driven by economic stimulus and reopenings. OPEC may be in the midst of shifting its tone to increasing supply as demand comes back. “We think they will opt to continue the process of gradually adding back barrels to the market,” Croft writes.&nbsp;“We believe they will answer the call to put more barrels on the market.”</p>\n<p>More supply could put a dent in the price of oil. While oil has had a great year, it’s recently gotten stuck just below its 52-week high of $74.05, reached on June 25. For over a week, the price has been hovering around $73. “We are seeing some profit taking in oil so far this week,” writes Tom Essaye, founder of Sevens Report Research.</p>\n<p>The question is how much profit taking there will be after the OPEC meeting.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OPEC Meets Thursday. What It Means for Oil Prices.</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\">\nOPEC Meets Thursday. What It Means for Oil Prices.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 20:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/opec-meeting-oil-prices-51625002444?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the Organization of the Petroleum Exporting Countries set to meet Thursday, many expect an increase in oil supply to be on the docket. That could make crude prices, which have stalled recently, ...</p>\n\n<a href=\"https://www.barrons.com/articles/opec-meeting-oil-prices-51625002444?mod=hp_LEAD_4\">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.barrons.com/articles/opec-meeting-oil-prices-51625002444?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148787821","content_text":"With the Organization of the Petroleum Exporting Countries set to meet Thursday, many expect an increase in oil supply to be on the docket. That could make crude prices, which have stalled recently, drop.\nOil has had a fantastic 2021. WTI Crude, the U.S. benchmark, has gained 50% this year after rising 0.1% to $72.98 on Tuesday, while the Energy Select Sector SPDR ETF (XLE) has returned 44% including reinvested dividends.\nNow OPEC is set to meet—and some see an increase in the supply of oil as the most likely outcome. The cartel is considering boosting production by 500,000 barrels a day, according to a Wall Street Journal report, while analysts at RBC Capital Markets expect OPEC to boost output by between 500,000 and 1 million barrels a day beginning in August.\nLast year, OPEC was cutting production, as oil demand plummeted in the face of the pandemic. OPEC was producing almost 10 million barrels a day in May 2020, though that number fell to 6 million by the end of the year. Now,demand for oil is snapping back quickly, as the economy rebounds, which has been driven by economic stimulus and reopenings. OPEC may be in the midst of shifting its tone to increasing supply as demand comes back. “We think they will opt to continue the process of gradually adding back barrels to the market,” Croft writes. “We believe they will answer the call to put more barrels on the market.”\nMore supply could put a dent in the price of oil. While oil has had a great year, it’s recently gotten stuck just below its 52-week high of $74.05, reached on June 25. For over a week, the price has been hovering around $73. “We are seeing some profit taking in oil so far this week,” writes Tom Essaye, founder of Sevens Report Research.\nThe question is how much profit taking there will be after the OPEC meeting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151988796,"gmtCreate":1625061767215,"gmtModify":1703735153840,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/151988796","repostId":"1102107523","repostType":4,"repost":{"id":"1102107523","pubTimestamp":1625058171,"share":"https://ttm.financial/m/news/1102107523?lang=&edition=fundamental","pubTime":"2021-06-30 21:02","market":"us","language":"en","title":"3 Reasons Amazon Could Quadruple Within 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1102107523","media":"seekingalpha","summary":"Summary\n\nImagine a company so wonderful, that a single share bought today, might be able to fund a r","content":"<p><b>Summary</b></p>\n<ul>\n <li>Imagine a company so wonderful, that a single share bought today, might be able to fund a rich retirement decades from now. Amazon is that company.</li>\n <li>Amazon's empire of businesses, including high margin AWS and advertising are expected to drive massive margin expansion leading to 33% annual free cash flow growth through 2026.</li>\n <li>$171 billion in annual free cash flow and $628 billion in cash on the balance sheet, means that Amazon will likely be forced by institutional investors to pay dividends.</li>\n <li>Amazon's 17% discount to fair value, and hyper-growth through 2026, means analysts think it could deliver 290% returns, nearly quadrupling your investment in five years.</li>\n <li>Those 26% CAGR consensus returns are what Amazon has delivered with incredible consistency for over 20 years. Combined with the potential to become the biggest dividend payer in history, Amazon is the ultimate rich retirement dream stock. That's why I've invested almost $250,000 into the best hyper-growth Ultra SWAN on earth, in all of my retirement portfolios. As long as Amazon remains undervalued, and the thesis intact, I'll keep buying my highest conviction recommendation of all time.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26138c41ab0116f0498e205dc805fdac\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>Andrey Maximenko/iStock via Getty Images</span></p>\n<p>Today the market is highly overvalued, that's no secret.</p>\n<p><img src=\"https://static.tigerbbs.com/18e24a9282a0c7af30d401d5ed681a15\" tg-width=\"640\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>That means that future returns are likely to be far lower than the 14% CAGR investors have enjoyed over the last decade.</p>\n<p>For context, here's the return potential of the 32% overvalued S&amp;P 500.</p>\n<p>S&amp;P 500 2023 Consensus Total Return Potential</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/481b800cee26ad73776bc42cf540679d\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>(Source: FAST Graphs, FactSet Research)</span></p>\n<p>S&amp;P 500 2026 Consensus Total Return Potential</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e2b09f0029e80868b3d337a6be1fc31\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"><span>(Source: FAST Graphs, FactSet Research)</span></p>\n<p>Even the venerable dividend aristocrats, which historically outperform the S&amp;P 500 by 2% annually, are only expected to deliver about 6% CAGR total returns over the next five years.</p>\n<p>But fear not, because it's always a market of stocks and not a stock market.</p>\n<p>No matter what kind of investor you are, yield, value, quality, low volatility, maximum returns, ESG, etc., something great is always on sale, if you know where to look.</p>\n<p>Today I wanted to highlight Amazon (AMZN), my highest conviction recommendation ever.</p>\n<p>Not only does Amazon represent a wonderful company at a wonderful price, but there are three reasons why the world's greatest hyper-growth Ultra SWAN could nearly quadruple in the next five years.</p>\n<p>That's right, 26% CAGR consensus return potential, even with the market 32% overvalued.</p>\n<p><b>Amazon Total Returns Since 1998</b></p>\n<p><img src=\"https://static.tigerbbs.com/6c15e1e4749f2958e4c6ceadaa33dc04\" tg-width=\"640\" tg-height=\"122\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5c3c729def2c82b8dcae89d9df47e27d\" tg-width=\"640\" tg-height=\"296\" referrerpolicy=\"no-referrer\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b3df52b3968b654af4d086cd03c49b8\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"><span>(Source: Portfolio Visualizer)</span></p>\n<p>That's actually the returns Amazon investors have seen with clockwork-like regularity over the past 20 years.</p>\n<p>But wait, it gets better. Not only does Amazon have the potential to deliver Buffett-line returns over the next five years, but it's also likely to become one of the greatest dividend growth blue-chips in the world. In fact, Amazon is eventually likely to become the biggest dividend payer in world history.</p>\n<p>So here are the three reasons why I've invested almost $250,000 into Amazon across my retirement portfolios, on the way to eventually investing millions into what I call my \"Jeff Bezos retirement plan\".</p>\n<p><b>Reason 1: Exceptional Quality And Safety</b></p>\n<p>My motto is \"Safety and quality first, and prudent valuation and sound risk management always.\"</p>\n<p>The Dividend King's overall quality scores factor in 188 fundamental metrics covering.</p>\n<ul>\n <li><p>dividend safety</p></li>\n <li><p>balance sheet strength</p></li>\n <li><p>short and long-term bankruptcy risk</p></li>\n <li><p>accounting and corporate fraud risk</p></li>\n <li><p>profitability and business model</p></li>\n <li><p>growth consensus estimates</p></li>\n <li><p>cost of capital</p></li>\n <li><p>long-term sustainability (ESG scores and trends from MSCI, Morningstar, S&amp;P, FactSet, and Reuters'/Refinitiv)</p></li>\n <li><p>management quality</p></li>\n <li><p>dividend friendly corporate culture/income dependability</p></li>\n <li><p>long-term total returns (a Ben Graham sign of quality)</p></li>\n</ul>\n<p>It actually includes over 1,000 metrics if you count everything factored in by nine rating agencies we use to assess fundamental risk.</p>\n<p>How do we know that our safety and quality model works well?</p>\n<p>During the 2 worst recessions in 75 years, our safety model predicted 6 blue-chip dividend cuts on the Phoenix list.</p>\n<p>There were 5, meaning we did very well during the ultimate baptism by fire for any dividend safety model.</p>\n<p>And then there's the confirmation that our quality ratings are very accurate.</p>\n<p>In the past decade, just 42% of all stocks made money, including dividends.</p>\n<p><img src=\"https://static.tigerbbs.com/77887d92a577c923463c57ecaf5e5e13\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\"></p>\n<p>100% Of Phoenix Recs, Past And Present, Have Made Money Over The Last Decade</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9dee2e8b4c6e8be93ea54ae3da22414a\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"><span>(Seeking Alpha)</span></p>\n<p><img src=\"https://static.tigerbbs.com/f2e89af3183b9baba5d0614dfe8b9338\" tg-width=\"640\" tg-height=\"244\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8ec31ba1dd7e5dbd09d18f343d6b9965\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\"></p>\n<p>DK Phoenix: A Great Blue-Chip Stock Picking System</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Metric</b></td>\n   <td><b>US Stocks</b></td>\n   <td><b>Phoenix</b></td>\n  </tr>\n  <tr>\n   <td>Positive Total Returns Over The Last 10 Years</td>\n   <td>42%</td>\n   <td>100%</td>\n  </tr>\n  <tr>\n   <td>Lost Money/Went Bankrupt</td>\n   <td>47%</td>\n   <td>0%</td>\n  </tr>\n  <tr>\n   <td>Outperformed Market</td>\n   <td>36%</td>\n   <td>52%</td>\n  </tr>\n  <tr>\n   <td>Bankruptcies Over The Last 10 Years</td>\n   <td>11%</td>\n   <td>0%</td>\n  </tr>\n  <tr>\n   <td>Permanent 70+% Catastrophic Decline</td>\n   <td>40%</td>\n   <td>0%</td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Sources: Morningstar, JPMorgan Asset Management, FactSet, Seeking Alpha)</i></p>\n<p>Basically, historical market data confirms that the DK safety and quality model is one of the most comprehensive and accurate in the world.</p>\n<p>Picking stocks is hard unless you have a comprehensive and accurate way of measuring risk, valuation, and long-term return potential, which DK Phoenix most certainly does.</p>\n<p>This is why I entrust 100% of my life savings to this model and the DK Phoenix strategy.</p>\n<p><b>Balance Sheet Safety</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Rating</b></td>\n   <td><b>Dividend Kings Safety Score (110 Safety Metric Model)</b></td>\n   <td><b>Approximate Dividend Cut Risk (Average Recession)</b></td>\n   <td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td>\n  </tr>\n  <tr>\n   <td>1 (unsafe)</td>\n   <td>0% to 20%</td>\n   <td>over 4%</td>\n   <td>16+%</td>\n  </tr>\n  <tr>\n   <td>2 (below- average)</td>\n   <td>21% to 40%</td>\n   <td>over 2%</td>\n   <td>8% to 16%</td>\n  </tr>\n  <tr>\n   <td>3 (average)</td>\n   <td>41% to 60%</td>\n   <td>2%</td>\n   <td>4% to 8%</td>\n  </tr>\n  <tr>\n   <td>4 (safe)</td>\n   <td>61% to 80%</td>\n   <td>1%</td>\n   <td>2% to 4%</td>\n  </tr>\n  <tr>\n   <td>5 (very safe)</td>\n   <td>81% to 100%</td>\n   <td>0.5%</td>\n   <td>1% to 2%</td>\n  </tr>\n  <tr>\n   <td><b>AMZN</b></td>\n   <td><b>88%</b></td>\n   <td><b>A+ top AA credit ratings</b></td>\n   <td><b>0.6% to 0.51% 30-year default/bankruptcy risk</b></td>\n  </tr>\n </tbody>\n</table>\n<p><b>Long-Term Dependability</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>DK Long-Term Dependability Score</b></td>\n   <td><b>Interpretation</b></td>\n   <td><b>Points</b></td>\n  </tr>\n  <tr>\n   <td>S&amp;P 500/Industry Average</td>\n   <td>60%</td>\n   <td>Average Dependability</td>\n   <td>2</td>\n  </tr>\n  <tr>\n   <td>Non-Dependable Companies</td>\n   <td>29% or below</td>\n   <td>Poor Dependability</td>\n   <td>1</td>\n  </tr>\n  <tr>\n   <td>Relatively Dependable Companies</td>\n   <td>29% to 64%</td>\n   <td>Below to Above-Average Dependability</td>\n   <td>2</td>\n  </tr>\n  <tr>\n   <td>Very Dependable Companies</td>\n   <td>65% to 79%</td>\n   <td>Very Dependable</td>\n   <td>3</td>\n  </tr>\n  <tr>\n   <td>Exceptionally Dependable Companies</td>\n   <td>80% or higher</td>\n   <td>Exceptional Dependability</td>\n   <td>4</td>\n  </tr>\n  <tr>\n   <td><b>AMZN</b></td>\n   <td><b>80%</b></td>\n   <td><b>Exceptional Dependability</b></td>\n   <td><b>4</b></td>\n  </tr>\n </tbody>\n</table>\n<p><b>Overall Quality</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><b>AMZN</b></td>\n   <td><b>Final Score</b></td>\n   <td><b>Rating</b></td>\n  </tr>\n  <tr>\n   <td>Safety</td>\n   <td>88%</td>\n   <td>5/5</td>\n  </tr>\n  <tr>\n   <td>Business Model</td>\n   <td>80%</td>\n   <td>3/3</td>\n  </tr>\n  <tr>\n   <td>Dependability</td>\n   <td>80%</td>\n   <td>4/4</td>\n  </tr>\n  <tr>\n   <td><b>Total</b></td>\n   <td><b>83%</b></td>\n   <td><b>12/12 Ultra SWAN</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: DK Safety &amp; Quality Tool) updated daily, sorted by overall quality</i></p>\n<p>The DK 500 Master List includes the world's highest quality companies including:</p>\n<ul>\n <li><p>All dividend champions</p></li>\n <li><p>All dividend aristocrats</p></li>\n <li><p>All dividend kings</p></li>\n <li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li>\n <li><p>All 12/12 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li>\n</ul>\n<p>AMZN: 123rd Highest Quality Master List Company (Out of 517) = 76th Percentile</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc4fcd0e53ed517cc20402f12043cb4b\" tg-width=\"640\" tg-height=\"241\" referrerpolicy=\"no-referrer\"><span>(Source: DK Safety &amp; Quality Tool) updated daily, sorted by overall quality</span></p>\n<p>AMZN's 83% quality score means its similar in quality to such 11/12 Super Swans and 12/12 Ultra SWANs as:</p>\n<ul>\n <li>Merck (MRK)</li>\n <li>Cardinal Health (CAH) - dividend aristocrat</li>\n <li>Costco (COST)</li>\n <li>General Mills (GIS)</li>\n <li>Nestle (OTCPK:NSRGY)</li>\n <li>Medtronic (MDT) - dividend aristocrat</li>\n <li>Atmos Energy (ATO) - dividend aristocrat</li>\n <li>BlackRock (BLK)</li>\n <li>Alphabet (GOOG)</li>\n <li>Enbridge (ENB) - global aristocrat</li>\n <li>AbbVie (ABBV) - dividend aristocrat</li>\n <li>Berkshire Hathaway (BRK.B)</li>\n</ul>\n<p>Today AMZN is of higher quality than 76% of the world's most elite companies.</p>\n<p>What makes Amazon so high quality?</p>\n<p>Let's start with its fortress balance sheet.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3642bcde8d34e336b32513a8b667b10\" tg-width=\"590\" tg-height=\"636\" referrerpolicy=\"no-referrer\"><span>(Source: GuruFocus Premium)</span></p>\n<p>Amazon's advanced accounting and solvency metrics all confirm almost zero short and long-term bankruptcy risk. They also confirm a significantly below 17.5% chance of accounting fraud.</p>\n<p>These are numbers we can trust, and that's verified by not one, not two, but all three major credit rating agencies.</p>\n<p>Amazon Consensus Credit Rating</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Rating Agency</b></td>\n   <td><b>Credit Rating</b></td>\n   <td><b>30-Year Default/Bankruptcy Risk</b></td>\n   <td><b>Chance of Losing 100% Of Your Investment 1 In</b></td>\n  </tr>\n  <tr>\n   <td>S&amp;P</td>\n   <td>AA stable outlook</td>\n   <td>0.51%</td>\n   <td>196.1</td>\n  </tr>\n  <tr>\n   <td>Fitch</td>\n   <td>AA- stable outlook</td>\n   <td>0.55%</td>\n   <td>181.8</td>\n  </tr>\n  <tr>\n   <td>Moody's</td>\n   <td>A1 (A+ equivalent) stable outlook</td>\n   <td>0.67%</td>\n   <td>149.3</td>\n  </tr>\n  <tr>\n   <td><b>Consensus</b></td>\n   <td><b>AA- stable outlook</b></td>\n   <td><b>0.58%</b></td>\n   <td><b>173.4</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Sources: S&amp;P, Fitch, Moody's)</i></p>\n<p>Warren Buffett defines fundamental risk as the probability of losing 100% of your investment, because of bankruptcy.</p>\n<p>Jeff Bezos himself has said that his main goal is to push back Amazon's eventual bankruptcy for as long as possible.</p>\n<p>According to the rating agencies, he's done a masterful job of that, because the chance of Amazon going bankrupt over the next 30 years is 1 in 173.</p>\n<p>The Bond Market Absolutely LOVES Amazon</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e8d391ae0a66f0a0a7097c951a829db\" tg-width=\"640\" tg-height=\"641\" referrerpolicy=\"no-referrer\"><span>(Source: FactSet Research Terminal)</span></p>\n<ul>\n <li>$81 billion in liquidity</li>\n <li>1.96% average borrowing cost</li>\n <li>\"smart money\" on Wall Street, bond investors, are willing to lend to Amazon for 40 years at under 3%</li>\n <li>better terms than even the US treasury can get</li>\n</ul>\n<p>But wait, it gets better.</p>\n<p>AMZN Balance Sheet Consensus Forecast</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>Debt/EBITDA (3.0 Or Less Safe According To Rating Agencies)</b></td>\n   <td><b>Net Debt/EBITDA</b></td>\n   <td><p><b>Interest Coverage (8+ Safe)</b></p></td>\n  </tr>\n  <tr>\n   <td>2020</td>\n   <td>0.56</td>\n   <td>-0.09</td>\n   <td>13.90</td>\n  </tr>\n  <tr>\n   <td>2021</td>\n   <td>0.42</td>\n   <td>-0.90</td>\n   <td>21.00</td>\n  </tr>\n  <tr>\n   <td>2022</td>\n   <td>0.33</td>\n   <td>-1.21</td>\n   <td>27.63</td>\n  </tr>\n  <tr>\n   <td>2023</td>\n   <td>0.27</td>\n   <td>-1.52</td>\n   <td>37.61</td>\n  </tr>\n  <tr>\n   <td>2024</td>\n   <td>0.21</td>\n   <td>-1.97</td>\n   <td>47.99</td>\n  </tr>\n  <tr>\n   <td>2025</td>\n   <td>0.17</td>\n   <td>-2.14</td>\n   <td>58.03</td>\n  </tr>\n  <tr>\n   <td>2026</td>\n   <td>0.14</td>\n   <td>-2.24</td>\n   <td>79.57</td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FactSet Research Terminal)</i></p>\n<ul>\n <li>$501 billion consensus net cash by 2026</li>\n</ul>\n<p>Leverage Safety Credit Rating Guidelines For Most Companies</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Credit Rating</b></td>\n   <td><b>Safe Debt/EBITDA For Most Companies</b></td>\n   <td><b>30-Year Default/Bankruptcy Risk</b></td>\n  </tr>\n  <tr>\n   <td>BBB</td>\n   <td>3.0 or less</td>\n   <td>7.50%</td>\n  </tr>\n  <tr>\n   <td>A-</td>\n   <td>2.5 or less</td>\n   <td>2.50%</td>\n  </tr>\n  <tr>\n   <td>A</td>\n   <td>2.0 or less</td>\n   <td>0.66%</td>\n  </tr>\n  <tr>\n   <td>A+</td>\n   <td>1.8 or less</td>\n   <td>0.60%</td>\n  </tr>\n  <tr>\n   <td>AA</td>\n   <td>1.5 or less</td>\n   <td>0.51%</td>\n  </tr>\n  <tr>\n   <td>AAA</td>\n   <td>1.1 or less</td>\n   <td>0.07%</td>\n  </tr>\n </tbody>\n</table>\n<ul>\n <li>S&amp;P recently upgraded AMZN from AA- to AA</li>\n <li>the company is on track to join JNJ and MSFT as the only AAA-rated companies in America</li>\n</ul>\n<p>Within a few years, Amazon could have three AAA-stable credit ratings, tying Microsoft (MSFT) for the strongest balance sheet in corporate America (JNJ has an AAA-negative outlook from Moody's).</p>\n<p>But quality only begins with a strong balance sheet and low fundamental risk.</p>\n<blockquote>\n <b>We assign Amazon an Exemplary Capital Allocation rating.</b>\n</blockquote>\n<blockquote>\n The rating reflects our assessments of a sound balance sheet, exceptional investments, and appropriate shareholder distributions...\n</blockquote>\n<blockquote>\n <b>Management’s track record of investing in areas that investors were initially skeptical of but were ultimately vindicated has been remarkable.</b>..The results have been breathtaking.\n</blockquote>\n<blockquote>\n From humble beginnings, Mr. Bezos has built Amazon into one of the largest companies in the world. On the e-commerce side, the company has evolved from selling books to selling everything, including groceries, delivering purchases the same day they are ordered, and moving into retail categories that were long thought to be beyond the reach of online shopping.\n</blockquote>\n<blockquote>\n The stickiness of Prime members, the financial stability of subscriptions, the tech world shakeup via AWS, the Kindle—the innovation has been dramatic, and shareholders have been rewarded along the way. Ultimately,\n <b>we assess investment as exceptional.</b>\n</blockquote>\n<blockquote>\n Amazon’s capital deployment strategy centers around re-investing in the business and making generally small tuck-in acquisitions.\n <b>The company does not pay a dividend or repurchase shares, nor do we expect them to over the next several years.\"</b>- Morningstar (emphasis added)\n</blockquote>\n<p>I define management quality by long-term capital allocation, as measured by profitability vs peers, as well as the dividend track record (for dividend stocks), and long-term total returns. And on that front, I agree with Morningstar 100% that Amazon has exceptional management quality.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78d42b9bed2737674895bbf058e91e51\" tg-width=\"595\" tg-height=\"597\" referrerpolicy=\"no-referrer\"><span>(Source: GuruFocus Premium)</span></p>\n<p>Amazon's profitability is historically in the top 20% of peers, confirming the wide and stable moat.</p>\n<p><img src=\"https://static.tigerbbs.com/a345405475408a1636a0de9514dd4c7c\" tg-width=\"640\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p>\n<p>And like Morningstar, I expect Amazon to keep plowing its rivers of profits back into more growth. When you're generating 19% cash returns on invested capital the best thing to do is slam the growth pedal to the floor.</p>\n<p>And that's exactly what analysts expect Amazon to do.</p>\n<p>AMZN Growth Spending Consensus Forecast</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>SG&amp;A</b></td>\n   <td><b>R&amp;D</b></td>\n   <td><b>Capex</b></td>\n   <td><b>Total Growth Spending</b></td>\n   <td><b>Sales</b></td>\n   <td><p><b>Growth Spending/Sales</b></p></td>\n  </tr>\n  <tr>\n   <td>2020</td>\n   <td>$28,677</td>\n   <td>$37,677</td>\n   <td>$35,046</td>\n   <td>$72,723</td>\n   <td>$386,064</td>\n   <td>18.84%</td>\n  </tr>\n  <tr>\n   <td>2021</td>\n   <td>$34,316</td>\n   <td>$54,529</td>\n   <td>$38,722</td>\n   <td>$93,251</td>\n   <td>$489,008</td>\n   <td>19.07%</td>\n  </tr>\n  <tr>\n   <td>2022</td>\n   <td>$41,429</td>\n   <td>$60,706</td>\n   <td>$39,328</td>\n   <td>$100,034</td>\n   <td>$580,286</td>\n   <td>17.24%</td>\n  </tr>\n  <tr>\n   <td>2023</td>\n   <td>$48,702</td>\n   <td>$66,794</td>\n   <td>$39,666</td>\n   <td>$106,460</td>\n   <td>$675,490</td>\n   <td>15.76%</td>\n  </tr>\n  <tr>\n   <td>2024</td>\n   <td>$50,575</td>\n   <td>$75,326</td>\n   <td>$45,823</td>\n   <td>$121,149</td>\n   <td>$771,718</td>\n   <td>15.70%</td>\n  </tr>\n  <tr>\n   <td>2025</td>\n   <td>$55,270</td>\n   <td>$81,758</td>\n   <td>$47,416</td>\n   <td>$129,174</td>\n   <td>$870,208</td>\n   <td>14.84%</td>\n  </tr>\n  <tr>\n   <td>2026</td>\n   <td>$60,083</td>\n   <td>$88,553</td>\n   <td>$49,390</td>\n   <td>$137,943</td>\n   <td>$1,010,120</td>\n   <td>13.66%</td>\n  </tr>\n  <tr>\n   <td><b>Annualized Growth</b></td>\n   <td><b>13.12%</b></td>\n   <td><b>15.31%</b></td>\n   <td><b>5.88%</b></td>\n   <td><b>11.26%</b></td>\n   <td><b>17.39%</b></td>\n   <td><b>-5.77%</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FactSet Research Terminal)</i></p>\n<p><img src=\"https://static.tigerbbs.com/7c36f1c1784191679b319b1e3fe6a2ce\" tg-width=\"640\" tg-height=\"390\" referrerpolicy=\"no-referrer\"></p>\n<p>Amazon's hiring binge, which has seen its workforce grow 37% CAGR since 1994, is expected to continue.</p>\n<p>Within a few years, Amazon is likely to surpass Walmart as the largest private employer in America.</p>\n<p>Eventually, it could surpass the Federal Government as the largest employer in America, and one day Amazon could even be the largest employer on earth.</p>\n<p>R&amp;D spending is expected to reach almost $90 billion by 2026. Amazon is already the #1 company on earth when it comes to investing in innovation and new products. And that R&amp;D spending is expected to double within 5 years.</p>\n<p>Growth capex is expected to reach nearly $50 billion by 2026, as Amazon continues maximizing its logistical capabilities. For context, today Amazon has 57 fulfillment centers... in Philadelphia alone!</p>\n<p>Amazon has 77 planes in its Amazon Air businesses and soon it will have85.</p>\n<p>In 2021 Amazon is expected to open a $1.5 billion air hub in Kentucky. For most companies, a $1.5 billion investment would be a huge deal. For Amazon, it's about 5% of its consensus 2021 capex.</p>\n<p>In 2019 Amazon had 60,000 trucks delivering its packages, and the company hasordered 100,000 electric trucks, which would nearly triple its delivery fleet, already one of the largest on earth.</p>\n<p>Globally, Amazon is making inroads into dozens of countries, including India where Bezos says the goal is to create over 1 million direct and indirect jobs by 2025 alone.</p>\n<p>There are few companies on earth as capital intensive as Amazon is today. And yet its returns on capital are still industry-leading and improving rapidly.</p>\n<p>AMZN TTM Profitability Vs Peers</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Metric</b></td>\n   <td><b>Industry Percentile</b></td>\n   <td><b>Major Cyclical Retailers More Profitable Than AMZN (Out of 1058)</b></td>\n  </tr>\n  <tr>\n   <td>Operating Margin</td>\n   <td>66.48</td>\n   <td>355</td>\n  </tr>\n  <tr>\n   <td>Net Margin</td>\n   <td>76.16</td>\n   <td>252</td>\n  </tr>\n  <tr>\n   <td>Return On Equity</td>\n   <td>90.94</td>\n   <td>96</td>\n  </tr>\n  <tr>\n   <td>Return On Assets</td>\n   <td>85.77</td>\n   <td>151</td>\n  </tr>\n  <tr>\n   <td>Return On Capital</td>\n   <td>75.61</td>\n   <td>258</td>\n  </tr>\n  <tr>\n   <td><b>Average</b></td>\n   <td><b>78.99</b></td>\n   <td><b>222</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: GuruFocus Premium)</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae20a3b7d6ae4faf5259f28d2c3b0ec9\" tg-width=\"640\" tg-height=\"287\" referrerpolicy=\"no-referrer\"><span>(Source: GuruFocus Premium)</span></p>\n<p>ROC = Joel Greenblatt's gold standard proxy for quality and moatiness.</p>\n<p>Earnings before interest and taxes/all the money it takes to run the business.</p>\n<p>historically ROC about 2X that of its peers.</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Dividend Kings Watchlist</b></td>\n   <td><b>Average ROC</b></td>\n  </tr>\n  <tr>\n   <td>S&amp;P 500</td>\n   <td>13%</td>\n  </tr>\n  <tr>\n   <td>Dividend Champions</td>\n   <td>83%</td>\n  </tr>\n  <tr>\n   <td>Dividend Aristocrats</td>\n   <td>85%</td>\n  </tr>\n  <tr>\n   <td>Dividend Kings</td>\n   <td>87%</td>\n  </tr>\n  <tr>\n   <td>Strong ESG</td>\n   <td>83%</td>\n  </tr>\n  <tr>\n   <td>Ultra SWANs</td>\n   <td>87%</td>\n  </tr>\n  <tr>\n   <td>Low Volatility</td>\n   <td>87%</td>\n  </tr>\n  <tr>\n   <td>DK 500 Master List</td>\n   <td>106%</td>\n  </tr>\n  <tr>\n   <td>Foreign Dividend Stocks</td>\n   <td>125%</td>\n  </tr>\n  <tr>\n   <td>Hyper-Growth</td>\n   <td>154%</td>\n  </tr>\n </tbody>\n</table>\n<p>You'd think that all that growth spending would cause profit margins to shrink, but Amazon's economies of scale are so large, that profitability is expected to explode in the coming years.</p>\n<p>AMZN Profit Margin Consensus Forecast</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>FCF Margin</b></td>\n   <td><b>EBITDA Margin</b></td>\n   <td><b>EBIT (Operating) Margin</b></td>\n   <td><b>Net Margin</b></td>\n  </tr>\n  <tr>\n   <td>2020</td>\n   <td>8.0%</td>\n   <td>14.8%</td>\n   <td>5.9%</td>\n   <td>5.5%</td>\n  </tr>\n  <tr>\n   <td>2021</td>\n   <td>7.7%</td>\n   <td>15.4%</td>\n   <td>7.0%</td>\n   <td>5.8%</td>\n  </tr>\n  <tr>\n   <td>2022</td>\n   <td>10.2%</td>\n   <td>16.2%</td>\n   <td>8.1%</td>\n   <td>6.6%</td>\n  </tr>\n  <tr>\n   <td>2023</td>\n   <td>11.7%</td>\n   <td>17.1%</td>\n   <td>9.6%</td>\n   <td>7.8%</td>\n  </tr>\n  <tr>\n   <td>2024</td>\n   <td>14.2%</td>\n   <td>19.1%</td>\n   <td>11.0%</td>\n   <td>9.1%</td>\n  </tr>\n  <tr>\n   <td>2025</td>\n   <td>16.1%</td>\n   <td>20.7%</td>\n   <td>12.1%</td>\n   <td>10.6%</td>\n  </tr>\n  <tr>\n   <td>2026</td>\n   <td>17.0%</td>\n   <td>22.2%</td>\n   <td>14.7%</td>\n   <td>12.3%</td>\n  </tr>\n  <tr>\n   <td><b>Annualized Growth</b></td>\n   <td><b>13.26%</b></td>\n   <td><b>6.92%</b></td>\n   <td><b>16.27%</b></td>\n   <td><b>14.20%</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FactSet Research Terminal)</i></p>\n<p>FCF margins are expected to more than double. Operating margins are expected to nearly triple.</p>\n<p>Amazon's 2026 consensus ROC is 60% to 68%, which is 8x its industry peers and 5x that of the S&amp;P 500.</p>\n<p>What on earth can have analysts so bullish about Amazon's profitability prospects?</p>\n<p>Amazon Web Services Consensus Profitability Forecast</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>AWS Consensus Sales</b></td>\n   <td><b>AWS Consensus Operating Income</b></td>\n   <td><b>AWS Consensus EBITDA</b></td>\n   <td><b>AWS Consensus Operating Margin</b></td>\n   <td><p><b>AWS Consensus EBITDA Margin</b></p></td>\n  </tr>\n  <tr>\n   <td>2020</td>\n   <td>$45,370</td>\n   <td>$13,531</td>\n   <td>$29,063</td>\n   <td>29.82%</td>\n   <td>64.06%</td>\n  </tr>\n  <tr>\n   <td>2021</td>\n   <td>$58,450</td>\n   <td>$17,450</td>\n   <td>$35,900</td>\n   <td>29.85%</td>\n   <td>61.42%</td>\n  </tr>\n  <tr>\n   <td>2022</td>\n   <td>$72,988</td>\n   <td>$22,285</td>\n   <td>$41,969</td>\n   <td>30.53%</td>\n   <td>57.50%</td>\n  </tr>\n  <tr>\n   <td>2023</td>\n   <td>$91,683</td>\n   <td>$28,743</td>\n   <td>$49,991</td>\n   <td>31.35%</td>\n   <td>54.53%</td>\n  </tr>\n  <tr>\n   <td>2024</td>\n   <td>$110,174</td>\n   <td>$39,370</td>\n   <td>$58,906</td>\n   <td>35.73%</td>\n   <td>53.47%</td>\n  </tr>\n  <tr>\n   <td>2025</td>\n   <td>$131,980</td>\n   <td>$50,362</td>\n   <td>NA</td>\n   <td>38.16%</td>\n   <td>NA</td>\n  </tr>\n  <tr>\n   <td>2026</td>\n   <td>$151,749</td>\n   <td>$63,982</td>\n   <td>NA</td>\n   <td>42.16%</td>\n   <td>NA</td>\n  </tr>\n  <tr>\n   <td><b>Annualized Growth</b></td>\n   <td><b>22.29%</b></td>\n   <td><b>29.56%</b></td>\n   <td><b>19.32%</b></td>\n   <td><b>5.94%</b></td>\n   <td><b>-4.42%</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FactSet Research Terminal)</i></p>\n<p>Amazon Web Services is the largest cloud computing provider on earth, and those sales are expected to grow at over 22% annually through 2026.</p>\n<p>If AWS were its own business in 2021, it would be ranked #53 on the Fortune 500, larger than Boeing.</p>\n<p><img src=\"https://static.tigerbbs.com/ef66bfecf31ba5368e9e483ff2c0b9fc\" tg-width=\"434\" tg-height=\"954\" referrerpolicy=\"no-referrer\"></p>\n<p>By 2026, AWS's $152 billion in sales, would make it #15 on the Fortune 500.</p>\n<p>Operating margins at AWS are expected to increase by 40% in the next five years. And that's despite Amazon steadily reducing cloud computing prices as it has&nbsp;more than 70 times&nbsp;already.</p>\n<p>But there is an even better business Amazon runs, with 70% operating margins according to analyst firm Piper Jaffray.</p>\n<p>Amazon Advertising Consensus Growth Forecast</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>Advertising Revenue</b></td>\n   <td><b>Total Sales</b></td>\n   <td><p><b>Advertising As % Of Sales</b></p></td>\n  </tr>\n  <tr>\n   <td>2020</td>\n   <td>$15,730</td>\n   <td>$386,064</td>\n   <td>4.07%</td>\n  </tr>\n  <tr>\n   <td>2021</td>\n   <td>$25,862</td>\n   <td>$489,008</td>\n   <td>5.29%</td>\n  </tr>\n  <tr>\n   <td>2022</td>\n   <td>$33,809</td>\n   <td>$580,286</td>\n   <td>5.83%</td>\n  </tr>\n  <tr>\n   <td>2023</td>\n   <td>$49,722</td>\n   <td>$675,490</td>\n   <td>7.36%</td>\n  </tr>\n  <tr>\n   <td><b>Annualized Growth</b></td>\n   <td><b>46.76%</b></td>\n   <td><b>17.39%</b></td>\n   <td><b>21.79%</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FactSet Research Terminal)</i></p>\n<p>The Wall Street Journal estimates Amazon generated $16 billion in ad revenue in 2020, #3 in the world behind Alphabet (GOOG) and Facebook (FB). That's 77% growth in advertising revenue in 2020, a terrible year for the advertising industry.</p>\n<p>That ad business is expected to grow like a weed, more than tripling by 2023 alone.</p>\n<p>In fact, by 2023, about 1/15th of Amazon's revenue is expected to be from digital ads.</p>\n<p><img src=\"https://static.tigerbbs.com/0ffdf852b07773d55e7615de35404d3a\" tg-width=\"640\" tg-height=\"508\" referrerpolicy=\"no-referrer\"></p>\n<p>In 2020 Amazon had 10.3% of the digital ad market, up from 7.8% the year before.</p>\n<p><img src=\"https://static.tigerbbs.com/3866ce2e9c2c12dd34acca1982f6a04b\" tg-width=\"609\" tg-height=\"669\" referrerpolicy=\"no-referrer\"></p>\n<p>eMarketer estimates Amazon is already #2 in search ad spending revenue.</p>\n<blockquote>\n This year, Amazon will control 76.2% of the nearly $24 billion e-commerce channel ad market. For comparison, No. 2 Walmart will capture just 6.5% of the market.\" - eMarketer\n</blockquote>\n<p>AWS + Advertising Consensus Growth Forecast</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>Advertising Revenue</b></td>\n   <td><b>AWS Revenue</b></td>\n   <td><b>AWS + Advertising Revenue</b></td>\n   <td><b>Total Sales</b></td>\n   <td><p><b>AWS + Advertising/Sales</b></p></td>\n  </tr>\n  <tr>\n   <td>2020</td>\n   <td>$15,730</td>\n   <td>$45,370</td>\n   <td>$61,100</td>\n   <td>$386,064</td>\n   <td>15.83%</td>\n  </tr>\n  <tr>\n   <td>2021</td>\n   <td>$25,862</td>\n   <td>$58,450</td>\n   <td>$84,312</td>\n   <td>$489,008</td>\n   <td>17.24%</td>\n  </tr>\n  <tr>\n   <td>2022</td>\n   <td>$33,809</td>\n   <td>$72,988</td>\n   <td>$106,797</td>\n   <td>$580,286</td>\n   <td>18.40%</td>\n  </tr>\n  <tr>\n   <td>2023</td>\n   <td>$49,722</td>\n   <td>$91,683</td>\n   <td>$141,405</td>\n   <td>$675,490</td>\n   <td>20.93%</td>\n  </tr>\n  <tr>\n   <td><b>Annualized Growth</b></td>\n   <td><b>46.76%</b></td>\n   <td><b>22.29%</b></td>\n   <td><b>32.27%</b></td>\n   <td><b>17.39%</b></td>\n   <td><b>9.77%</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FactSet Research Terminal)</i></p>\n<p>Advertising and AWS are the most lucrative parts of its business and those are expected to grow at 32% annually through 2023, and makeup 1/5th of company sales.</p>\n<p>And those sales are themselves growing at incredible rates, thanks to Amazon's other businesses.</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>Online Stores</b></td>\n   <td><b>Physical Stores</b></td>\n   <td><b>3rd Party Sellers</b></td>\n   <td><b>Subscription Services</b></td>\n   <td><b>AWS</b></td>\n   <td><b>Advertising</b></td>\n   <td><b>Other</b></td>\n  </tr>\n  <tr>\n   <td>2020</td>\n   <td>$197,349</td>\n   <td>$16,224</td>\n   <td>$80,437</td>\n   <td>$25,207</td>\n   <td>$45,370</td>\n   <td>$15,730</td>\n   <td>$21,477</td>\n  </tr>\n  <tr>\n   <td>2021</td>\n   <td>$247,062</td>\n   <td>$16,271</td>\n   <td>$105,072</td>\n   <td>$32,067</td>\n   <td>$58,450</td>\n   <td>$25,862</td>\n   <td>$32,329</td>\n  </tr>\n  <tr>\n   <td>2022</td>\n   <td>$291,435</td>\n   <td>$16,818</td>\n   <td>$128,177</td>\n   <td>$38,992</td>\n   <td>$72,988</td>\n   <td>$33,809</td>\n   <td>$42,937</td>\n  </tr>\n  <tr>\n   <td>2023</td>\n   <td>$307,114</td>\n   <td>$17,128</td>\n   <td>$155,835</td>\n   <td>$44,961</td>\n   <td>$91,683</td>\n   <td>$49,722</td>\n   <td>$52,000</td>\n  </tr>\n  <tr>\n   <td>2024</td>\n   <td>$318,497</td>\n   <td>$16,750</td>\n   <td>$169,642</td>\n   <td>$52,868</td>\n   <td>$110,174</td>\n   <td>NA</td>\n   <td>$63,637</td>\n  </tr>\n  <tr>\n   <td>2025</td>\n   <td>$473,794</td>\n   <td>$19,738</td>\n   <td>$189,999</td>\n   <td>$58,948</td>\n   <td>$131,980</td>\n   <td>NA</td>\n   <td>$67,563</td>\n  </tr>\n  <tr>\n   <td>2026</td>\n   <td>NA</td>\n   <td>NA</td>\n   <td>NA</td>\n   <td>NA</td>\n   <td>$151,749</td>\n   <td>NA</td>\n   <td>NA</td>\n  </tr>\n  <tr>\n   <td><b>Annual Growth</b></td>\n   <td><b>19.14%</b></td>\n   <td><b>4.00%</b></td>\n   <td><b>18.76%</b></td>\n   <td><b>18.52%</b></td>\n   <td><b>22.29%</b></td>\n   <td><b>46.76%</b></td>\n   <td><b>25.76%</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FactSet Research Terminal)</i></p>\n<p>What's included in Amazon's \"other\" businesses, which are expected to generate almost $68 billion in sales by 2025?</p>\n<p>Amazon is an empire with</p>\n<blockquote>\n over 40 subsidiaries, including Audible, Diapers.com, Goodreads, IMDb, Kiva Systems (now Amazon Robotics), Shopbop, TeachStreet, Twitch, and Zappos. -Wikipedia\n</blockquote>\n<p>That motley collection of companies is growing at 25% and by 2026 would be #46 on the Fortune 500.</p>\n<p>The bottom line is Amazon is a glorious empire that combines into one of the world's highest quality and fundamentally safest companies.</p>\n<p>It's also one of the fastest-growing.</p>\n<p><b>Reason 2: Long-Term Growth Potential To Make Grown Men Weep With Joy</b></p>\n<p>What does 17% organic revenue growth combined with extreme multiple expansion get you?</p>\n<p>AMZN Profit Growth Consensus Forecast</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>Sales</b></td>\n   <td><b>FCF</b></td>\n   <td><b>EBITDA</b></td>\n   <td><b>EBIT (Operating Income)</b></td>\n   <td><b>Net Income</b></td>\n  </tr>\n  <tr>\n   <td>2020</td>\n   <td>$386,064</td>\n   <td>$31,018</td>\n   <td>$57,284</td>\n   <td>$22,899</td>\n   <td>$21,331</td>\n  </tr>\n  <tr>\n   <td>2021</td>\n   <td>$489,008</td>\n   <td>$37,694</td>\n   <td>$75,241</td>\n   <td>$34,341</td>\n   <td>$28,601</td>\n  </tr>\n  <tr>\n   <td>2022</td>\n   <td>$580,286</td>\n   <td>$59,368</td>\n   <td>$94,093</td>\n   <td>$46,944</td>\n   <td>$38,122</td>\n  </tr>\n  <tr>\n   <td>2023</td>\n   <td>$675,490</td>\n   <td>$79,188</td>\n   <td>$115,214</td>\n   <td>$64,923</td>\n   <td>$52,538</td>\n  </tr>\n  <tr>\n   <td>2024</td>\n   <td>$771,718</td>\n   <td>$109,720</td>\n   <td>$147,249</td>\n   <td>$84,987</td>\n   <td>$70,026</td>\n  </tr>\n  <tr>\n   <td>2025</td>\n   <td>$870,208</td>\n   <td>$140,055</td>\n   <td>$180,369</td>\n   <td>$105,028</td>\n   <td>$92,641</td>\n  </tr>\n  <tr>\n   <td>2026</td>\n   <td>$1,010,120</td>\n   <td>$171,309</td>\n   <td>$223,941</td>\n   <td>$148,007</td>\n   <td>$123,781</td>\n  </tr>\n  <tr>\n   <td><b>Annualized Growth</b></td>\n   <td><b>17.39%</b></td>\n   <td><b>32.95%</b></td>\n   <td><b>25.51%</b></td>\n   <td><b>36.48%</b></td>\n   <td><b>34.05%</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FactSet Research Terminal)</i></p>\n<p>How about 33% CAGR FCF growth and 34% CAGR profit growth?</p>\n<p>Worried about higher corporate taxes in 2022? Jeff Bezos isn't and analysts are already baking that into their consensus estimates.</p>\n<p>AMZN Tax Consensus Forecast</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>Operating Income</b></td>\n   <td><b>Tax Costs</b></td>\n   <td><b>Tax Rate</b></td>\n  </tr>\n  <tr>\n   <td>2020</td>\n   <td>$22,899</td>\n   <td>$2,863</td>\n   <td>12.50%</td>\n  </tr>\n  <tr>\n   <td>2021</td>\n   <td>$34,341</td>\n   <td>$6,588</td>\n   <td>19.18%</td>\n  </tr>\n  <tr>\n   <td>2022</td>\n   <td>$46,944</td>\n   <td>$8,364</td>\n   <td>17.82%</td>\n  </tr>\n  <tr>\n   <td>2023</td>\n   <td>$64,923</td>\n   <td>$11,723</td>\n   <td>18.06%</td>\n  </tr>\n  <tr>\n   <td>2024</td>\n   <td>$84,987</td>\n   <td>$15,707</td>\n   <td>18.48%</td>\n  </tr>\n  <tr>\n   <td>2025</td>\n   <td>$105,028</td>\n   <td>$19,933</td>\n   <td>18.98%</td>\n  </tr>\n  <tr>\n   <td>2026</td>\n   <td>$148,007</td>\n   <td>$25,665</td>\n   <td>17.34%</td>\n  </tr>\n  <tr>\n   <td><b>Annualized Growth</b></td>\n   <td><b>36.48%</b></td>\n   <td><b>44.13%</b></td>\n   <td><b>5.60%</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FactSet Research Terminal)</i></p>\n<p>Amazon's extreme growth spending is expected to keep its tax rate far below the 25% or so that most analysts now expect beyond 2021.</p>\n<p>That still means a $26 billion tax bill in 2026. Gone forever are the days of Amazon paying no taxes. But by 2026 Amazon is expected to become the largest single corporate taxpayer in the world, likely neutralizing claims that its \"not paying its fair share\".</p>\n<p>How much should investors fear taxes? Not much, because look at the growth estimates for Amazon for the next few years.</p>\n<p>Amazon's Medium-Term Growth Consensus</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Metric</b></td>\n   <td><b>2021 Growth Consensus</b></td>\n   <td><b>2022 Growth Consensus</b></td>\n   <td><b>2023 Growth Consensus</b></td>\n   <td><b>2024 Growth Consensus</b></td>\n   <td><b>2025 Growth Consensus</b></td>\n   <td><p><b>2026 Growth Consensus</b></p></td>\n  </tr>\n  <tr>\n   <td>Sales</td>\n   <td>27%</td>\n   <td>19%</td>\n   <td>16%</td>\n   <td>14%</td>\n   <td>13%</td>\n   <td>16%</td>\n  </tr>\n  <tr>\n   <td>Earnings</td>\n   <td>33%</td>\n   <td>30%</td>\n   <td>31%</td>\n   <td>35%</td>\n   <td>31%</td>\n   <td>32%</td>\n  </tr>\n  <tr>\n   <td>Owner Earnings (Buffett smoothed out FCF)</td>\n   <td>-13%</td>\n   <td>NA</td>\n   <td>NA</td>\n   <td>NA</td>\n   <td>NA</td>\n   <td>NA</td>\n  </tr>\n  <tr>\n   <td>Operating Cash Flow</td>\n   <td>14%</td>\n   <td>20%</td>\n   <td>17%</td>\n   <td>43%</td>\n   <td>19%</td>\n   <td>16%</td>\n  </tr>\n  <tr>\n   <td>Free Cash Flow</td>\n   <td>26%</td>\n   <td>57%</td>\n   <td>23%</td>\n   <td>54%</td>\n   <td>26%</td>\n   <td>21%</td>\n  </tr>\n  <tr>\n   <td>EBITDA</td>\n   <td>91%</td>\n   <td>23%</td>\n   <td>22%</td>\n   <td>NA</td>\n   <td>NA</td>\n   <td>NA</td>\n  </tr>\n  <tr>\n   <td>EBIT (Operating Income)</td>\n   <td>44%</td>\n   <td>38%</td>\n   <td>32%</td>\n   <td>NA</td>\n   <td>NA</td>\n   <td>NA</td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FAST Graphs, FactSet Research Terminal)</i></p>\n<p>Those are mind-blowing growth rates for any company, much less the 2nd largest by revenue in the world.</p>\n<p>And those hyper-growth rates are coming off one of Amazon's best years ever.</p>\n<p>Amazon Was A Big Pandemic Winner</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Metric</b></td>\n   <td><b>2020 Growth Results</b></td>\n  </tr>\n  <tr>\n   <td>Sales</td>\n   <td>38%</td>\n  </tr>\n  <tr>\n   <td>Earnings</td>\n   <td>82%</td>\n  </tr>\n  <tr>\n   <td>Owner Earnings (Buffett smoothed out FCF)</td>\n   <td>145%</td>\n  </tr>\n  <tr>\n   <td>Operating Cash Flow</td>\n   <td>70%</td>\n  </tr>\n  <tr>\n   <td>Free Cash Flow</td>\n   <td>18%</td>\n  </tr>\n  <tr>\n   <td>EBITDA</td>\n   <td>28%</td>\n  </tr>\n  <tr>\n   <td>EBIT (Operating Income)</td>\n   <td>53%</td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FAST Graphs, FactSet Research Terminal)</i></p>\n<p>But what about beyond 2026?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73a38f645a1608f99cc77e6ec072dc8d\" tg-width=\"640\" tg-height=\"105\" referrerpolicy=\"no-referrer\"><span>(Source: FactSet Research Terminal)</span></p>\n<p>Growth consensus range: 26.7% to 38.1% CAGR</p>\n<p><img src=\"https://static.tigerbbs.com/fa1e01b03bef42c7ed38ac2250cff266\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1150e4a88902c36c95997ca434ba5ba2\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"></p>\n<p>The historical margin of error, smoothing for outliers is 20% to the downside, 30% to the upside.</p>\n<p>The historical margin-of-error adjusted growth consensus range is 21% to 50% CAGR.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa93ca51685a573b23f8374d41368a45\" tg-width=\"640\" tg-height=\"445\" referrerpolicy=\"no-referrer\"><span>(Source: FAST Graphs, FactSet Research)</span></p>\n<p>Amazon's growth consensus means analysts expect the growth rate of the last two decades to continue, courtesy of margin expansion.</p>\n<p><b>Why Amazon Is Likely To Eventually Become The Biggest Dividend Payer In World History</b></p>\n<p>Today Amazon doesn't pay a dividend. Morningstar and analysts don't expect it to through at least 2026.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2179922a283d0c3fe0f5d4a90548a023\" tg-width=\"640\" tg-height=\"136\" referrerpolicy=\"no-referrer\"><span>(Source: FactSet Research Terminal)</span></p>\n<p>But guess what? Simple math tells us that one day if Amazon grows as analysts expect, it will almost have no alternative than massive buybacks and dividends that put Apple's (AAPL) to shame.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c76904335d4c5233f9ea5d4b3f7a2a8f\" tg-width=\"640\" tg-height=\"255\" referrerpolicy=\"no-referrer\"><span>(Source: FactSet Research Terminal)</span></p>\n<ul>\n <li>2026 consensus cash pile of $628 billion</li>\n <li>$501 billion net cash</li>\n <li>Apple began its capital returns at $250 billion</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33e6f4534ab69d845938b2fc376c1db3\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"><span>(Source: Apple)</span></p>\n<p>Apple has so far returned $551 billion in cash to investors. By 2026 Amazon's cash pile is expected to be $77 billion larger than that mind-blowing sum.</p>\n<p>AMZN Potential Dividend Consensus Forecast</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>FCF/Share Consensus</b></td>\n   <td><b>Dividend Per Share (50% Payout Ratio)</b></td>\n   <td><b>Yield On Today's Cost</b></td>\n   <td><b>Consensus Yield Potential</b></td>\n   <td><b>Analyst Consensus Fair Value Price</b></td>\n  </tr>\n  <tr>\n   <td>2020</td>\n   <td>$60.82</td>\n   <td>$30.41</td>\n   <td>0.87%</td>\n   <td>NA</td>\n   <td>NA</td>\n  </tr>\n  <tr>\n   <td>2021</td>\n   <td>$71.13</td>\n   <td>$35.57</td>\n   <td>1.02%</td>\n   <td>0.84%</td>\n   <td>$4,243.20</td>\n  </tr>\n  <tr>\n   <td>2022</td>\n   <td>$99.74</td>\n   <td>$49.87</td>\n   <td>1.42%</td>\n   <td>0.88%</td>\n   <td>$5,643.44</td>\n  </tr>\n  <tr>\n   <td>2023</td>\n   <td>$133.27</td>\n   <td>$66.64</td>\n   <td>1.90%</td>\n   <td>0.98%</td>\n   <td>$6,770.26</td>\n  </tr>\n  <tr>\n   <td>2024</td>\n   <td>$205.74</td>\n   <td>$102.87</td>\n   <td>2.94%</td>\n   <td>1.08%</td>\n   <td>$9,516.45</td>\n  </tr>\n  <tr>\n   <td>2025</td>\n   <td>$259.57</td>\n   <td>$129.79</td>\n   <td>3.70%</td>\n   <td>1.12%</td>\n   <td>$11,567.10</td>\n  </tr>\n  <tr>\n   <td>2026</td>\n   <td>$313.89</td>\n   <td>$156.95</td>\n   <td>4.48%</td>\n   <td>1.15%</td>\n   <td>$13,655.48</td>\n  </tr>\n  <tr>\n   <td><b>Annualized Growth</b></td>\n   <td><b>31.46%</b></td>\n   <td><b>31.46%</b></td>\n   <td><b>31.46%</b></td>\n   <td><b>6.52%</b></td>\n   <td><b>26.33%</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FactSet Research Terminal)</i></p>\n<p>Amazon yielding 1% would be similar to Apple, Microsoft, Visa (V), and Mastercard (MA) today.</p>\n<p>And guess what? If Amazon paid a 50% FCF dividend, then it would still see its cash position grow by almost $200 billion in the next five years.</p>\n<p>AMZN Potential Dividend/Retained Cash Flow Consensus</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>Dividend Consensus</b></td>\n   <td><b>FCF/Share Consensus</b></td>\n   <td><b>Payout Ratio</b></td>\n   <td><b>Retained FCF</b></td>\n   <td><b>Buyback Potential</b></td>\n   <td><b>Debt Repayment Potential</b></td>\n  </tr>\n  <tr>\n   <td>2021</td>\n   <td>$35.57</td>\n   <td>$71.13</td>\n   <td>50.0%</td>\n   <td>$17,925</td>\n   <td>1.01%</td>\n   <td>56.1%</td>\n  </tr>\n  <tr>\n   <td>2022</td>\n   <td>$49.87</td>\n   <td>$99.74</td>\n   <td>50.0%</td>\n   <td>$25,134</td>\n   <td>1.42%</td>\n   <td>79.8%</td>\n  </tr>\n  <tr>\n   <td>2023</td>\n   <td>$66.64</td>\n   <td>$133.27</td>\n   <td>50.0%</td>\n   <td>$33,584</td>\n   <td>1.90%</td>\n   <td>107.3%</td>\n  </tr>\n  <tr>\n   <td>2024</td>\n   <td>$102.87</td>\n   <td>$205.74</td>\n   <td>50.0%</td>\n   <td>$51,846</td>\n   <td>2.93%</td>\n   <td>167.8%</td>\n  </tr>\n  <tr>\n   <td>2025</td>\n   <td>$129.79</td>\n   <td>$259.57</td>\n   <td>50.0%</td>\n   <td>$65,412</td>\n   <td>3.70%</td>\n   <td>214.6%</td>\n  </tr>\n  <tr>\n   <td>2026</td>\n   <td>$156.95</td>\n   <td>$313.89</td>\n   <td>50.0%</td>\n   <td>$79,100</td>\n   <td>4.48%</td>\n   <td>259.5%</td>\n  </tr>\n  <tr>\n   <td><b>Total 2021 Through 2026</b></td>\n   <td><b>$541.67</b></td>\n   <td><b>$1,083.34</b></td>\n   <td><b>50.0%</b></td>\n   <td><b>$193,901.40</b></td>\n   <td><b>10.97%</b></td>\n   <td><b>606.42%</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Source: FactSet Research Terminal)</i></p>\n<p>If Amazon began paying out 100% of FCF as buybacks and dividends starting in 2022, then by 2026 its cash pile would be \"just\" $85.5 billion.</p>\n<p>How does a 32% growing dividend with a 1% starting yield, and 2% annual buybacks sound?</p>\n<p>Like $79 billion in annual dividends to all investors, and $8.0 billion to Jeff Bezos personally, by 2026.</p>\n<p>Bezos spends billions each year on Blue Origin (his rocket company) and philanthropy.</p>\n<p>In fact, if Amazon were to pay a 1% dividend this year, that's $1.8 billion to Bezos (and $17.9 billion to the rest of us), pretty much ensuring he never has to sell a single share ever again.</p>\n<p>Would paying those dividends harm Amazon's growth efforts? Not at all. Free cash flow is what's left over after running the business and investing in future growth.</p>\n<p>$171 billion in FCF that analysts expect in 2026 is AFTER $138 billion in growth spending.</p>\n<p>Within a few years, big institutions will likely insist that Amazon do something with its historic mountain of cash.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9830e84590274c519912b4e405af7fb8\" tg-width=\"640\" tg-height=\"264\" referrerpolicy=\"no-referrer\"><span>(Source: GuruFocus Premium)</span></p>\n<p>63% of Amazon is owned by institutional investors, including 12% Vanguard and BlackRock alone. For context, Jeff Bezos owns 10.1% of the company.</p>\n<p>Collecting cash for its own sake is not prudent capital allocation, which is why these big institutions forced Apple to start buying back stock and paying dividends in 2012.</p>\n<p>And that's likely to happen eventually with Amazon.</p>\n<p><b>If Amazon Keeps Growing FCF At 33% CAGR Through 2030</b></p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>FCF</b></td>\n   <td><p><b>Cash On The Balance Sheet ($ Millions)</b></p></td>\n  </tr>\n  <tr>\n   <td>2026</td>\n   <td>$171,309</td>\n   <td>$627,910</td>\n  </tr>\n  <tr>\n   <td>2027</td>\n   <td>$227,755</td>\n   <td>$855,665</td>\n  </tr>\n  <tr>\n   <td>2028</td>\n   <td>$302,801</td>\n   <td>$1,158,466</td>\n  </tr>\n  <tr>\n   <td>2029</td>\n   <td>$402,574</td>\n   <td>$1,561,040</td>\n  </tr>\n  <tr>\n   <td>2030</td>\n   <td>$535,221</td>\n   <td>$2,096,261</td>\n  </tr>\n </tbody>\n</table>\n<p>Even if Amazon's FCF growth rate slows significantly in 2027, by 2030 it will likely have $1+ trillion in cash, barring massive buybacks and dividends.</p>\n<p>What kind of income could Amazon eventually generate? Sufficient for a single share to potentially fund a rich retirement if your time horizon is long enough.</p>\n<p>Amazon Potential Inflation-Adjusted Future Dividends Per Share</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Year</b></td>\n   <td><b>AMZN Dividend Per Share (10% CAGR Growth)</b></td>\n   <td><b>AMZN Dividend Per Share (12.5% CAGR Growth)</b></td>\n   <td><b>AMZN Dividend Per Share (15% CAGR Growth)</b></td>\n   <td><b>AMZN Dividend Per Share (17.5% CAGR Growth)</b></td>\n   <td><p><b>AMZN Dividend Per Share (20% CAGR Growth)</b></p></td>\n  </tr>\n  <tr>\n   <td>2021</td>\n   <td>$35.57</td>\n   <td>$35.57</td>\n   <td>$35.57</td>\n   <td>$35.57</td>\n   <td>$35.57</td>\n  </tr>\n  <tr>\n   <td>2026</td>\n   <td>$52.26</td>\n   <td>$58.59</td>\n   <td>$65.53</td>\n   <td>$73.10</td>\n   <td>$81.36</td>\n  </tr>\n  <tr>\n   <td>2031</td>\n   <td>$76.78</td>\n   <td>$96.53</td>\n   <td>$120.73</td>\n   <td>$150.26</td>\n   <td>$186.14</td>\n  </tr>\n  <tr>\n   <td>2036</td>\n   <td>$112.82</td>\n   <td>$159.02</td>\n   <td>$222.43</td>\n   <td>$308.85</td>\n   <td>$425.85</td>\n  </tr>\n  <tr>\n   <td>2041</td>\n   <td>$165.77</td>\n   <td>$261.98</td>\n   <td>$409.82</td>\n   <td>$634.84</td>\n   <td>$974.23</td>\n  </tr>\n  <tr>\n   <td>2046</td>\n   <td>$243.57</td>\n   <td>$431.60</td>\n   <td>$755.06</td>\n   <td>$1,304.89</td>\n   <td>$2,228.81</td>\n  </tr>\n  <tr>\n   <td>2051</td>\n   <td>$357.88</td>\n   <td>$711.04</td>\n   <td>$1,391.16</td>\n   <td>$2,682.15</td>\n   <td>$5,098.98</td>\n  </tr>\n  <tr>\n   <td>2056</td>\n   <td>$525.84</td>\n   <td>$1,171.39</td>\n   <td>$2,563.12</td>\n   <td>$5,513.05</td>\n   <td>$11,665.22</td>\n  </tr>\n  <tr>\n   <td>2061</td>\n   <td>$772.63</td>\n   <td>$1,929.81</td>\n   <td>$4,722.38</td>\n   <td>$11,331.89</td>\n   <td>$26,687.21</td>\n  </tr>\n  <tr>\n   <td>2066</td>\n   <td>$1,135.25</td>\n   <td>$3,179.25</td>\n   <td>$8,700.67</td>\n   <td>$23,292.29</td>\n   <td>$61,053.86</td>\n  </tr>\n  <tr>\n   <td>2071</td>\n   <td>$1,668.06</td>\n   <td>$5,237.65</td>\n   <td>$16,030.42</td>\n   <td>$47,876.46</td>\n   <td>$139,676.45</td>\n  </tr>\n </tbody>\n</table>\n<p>A single share of Amazon could, with a long enough time frame, fund a comfortable retirement, with dividends alone.</p>\n<p>For context, the average social security benefit in 2021 is $1,543 per month = $18,516.</p>\n<p>A modest position in Amazon of 14 shares today, under my base case (15% future dividend growth) scenario will equal social security payments within 30 years, adjusted for inflation.</p>\n<p>I own over 73 shares of Amazon and counting which means $1.2 million in potential inflation-adjusted annual dividends in 50 years. This is my Jeff Bezos retirement plan.</p>\n<p><b>Reason 3: A Wonderful Company At A Wonderful Price And The Potential For 290% Returns In The Next 5 Years</b></p>\n<p>With Amazon near its all-time highs, many investors think it must be overvalued. However, its actually 17% undervalued.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d25c26202284b932556a32c78e613d7\" tg-width=\"640\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>(Source: FAST Graphs, FactSet Research)</span></p>\n<ul>\n <li>billions of investors over 20 years have concluded 24 to 26x cash flow is fair value for Amazon</li>\n <li>91% statistical probability this is a reasonable estimate of intrinsic value</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d40651c431f16a1b854c8e11ee99f6ed\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"><span>(Source: FactSet Research Terminal)</span></p>\n<ul>\n <li>23.9x forward cash flow = 0.64 PEG = hyper-growth at a very attractive price</li>\n <li>24.2 EV/EBITDA vs 34.8 13-year median = AMZN potentially 30% undervalued</li>\n</ul>\n<table>\n <tbody>\n  <tr>\n   <td><b>Metric</b></td>\n   <td><b>Historical Fair Value Multiple (13-years)</b></td>\n   <td><b>2021</b></td>\n   <td><b>2022</b></td>\n   <td><b>2023</b></td>\n   <td><b>2024</b></td>\n   <td><b>2025</b></td>\n   <td><b>2026</b></td>\n  </tr>\n  <tr>\n   <td>Owner Earnings (Buffett Smoothed Out FCF)</td>\n   <td>26.10</td>\n   <td>$4,210.22</td>\n   <td>NA</td>\n   <td>NA</td>\n   <td>NA</td>\n   <td>NA</td>\n   <td>NA</td>\n  </tr>\n  <tr>\n   <td>Operating Cash Flow</td>\n   <td>25.10</td>\n   <td>$3,714.47</td>\n   <td>$4,456.98</td>\n   <td>$5,210.94</td>\n   <td>$7,885.17</td>\n   <td>$9,359.29</td>\n   <td>$10,889.13</td>\n  </tr>\n  <tr>\n   <td>Free Cash Flow</td>\n   <td>58.32</td>\n   <td>$3,748.49</td>\n   <td>$5,880.49</td>\n   <td>$7,213.57</td>\n   <td>$11,998.76</td>\n   <td>$15,138.12</td>\n   <td>$18,306.06</td>\n  </tr>\n  <tr>\n   <td>EBITDA</td>\n   <td>39.96</td>\n   <td>$5,911.02</td>\n   <td>$7,290.23</td>\n   <td>$8,882.35</td>\n   <td>NA</td>\n   <td>NA</td>\n   <td>NA</td>\n  </tr>\n  <tr>\n   <td><b>Average</b></td>\n   <td><b>$4,243.20</b></td>\n   <td><b>$5,643.44</b></td>\n   <td><b>$6,770.26</b></td>\n   <td><b>$9,516.45</b></td>\n   <td><b>$11,567.10</b></td>\n   <td>$13,655.48</td>\n  </tr>\n  <tr>\n   <td>Current Price</td>\n   <td>$3,503.82</td>\n  </tr>\n  <tr>\n   <td><p><b>Discount To Fair Value</b></p></td>\n   <td><b>17.43%</b></td>\n   <td><b>37.91%</b></td>\n   <td><b>48.25%</b></td>\n   <td><b>63.18%</b></td>\n   <td><b>69.71%</b></td>\n   <td>74.34%</td>\n  </tr>\n  <tr>\n   <td><b>Upside To Fair Value</b></td>\n   <td><b>21.10%</b></td>\n   <td><b>61.07%</b></td>\n   <td><b>93.23%</b></td>\n   <td><b>171.60%</b></td>\n   <td><b>230.13%</b></td>\n   <td>289.73%</td>\n  </tr>\n </tbody>\n</table>\n<ul>\n <li>290% consensus return potential over the next five years</li>\n <li>$13,655 consensus price in 2026</li>\n <li>$6.6 trillion market cap (assuming no buybacks)</li>\n <li>6.6x sales</li>\n <li>26% CAGR consensus return potential</li>\n</ul>\n<table>\n <tbody>\n  <tr>\n   <td><p><b>Morningstar Fair Value</b></p></td>\n  </tr>\n  <tr>\n   <td>$4,200.00</td>\n  </tr>\n  <tr>\n   <td><p><b>Discount To MS FV Estimate</b></p></td>\n  </tr>\n  <tr>\n   <td><b>16.58%</b></td>\n  </tr>\n  <tr>\n   <td><p>Upside To MS FV</p></td>\n  </tr>\n  <tr>\n   <td>19.87%</td>\n  </tr>\n </tbody>\n</table>\n<table>\n <tbody>\n  <tr>\n   <td><p><b>Analyst Median 12-Month Price Target</b></p></td>\n  </tr>\n  <tr>\n   <td>$4,249.17</td>\n  </tr>\n  <tr>\n   <td><p><b>Discount To Price Target</b></p></td>\n  </tr>\n  <tr>\n   <td><b>17.54%</b></td>\n  </tr>\n  <tr>\n   <td><p>Upside To Price Target</p></td>\n  </tr>\n  <tr>\n   <td>21.27%</td>\n  </tr>\n </tbody>\n</table>\n<p>Basically, all the experts agree, AMZN is modestly undervalued, with significantly short-term upside potential, 100% justified by some of the best fundamentals on Wall Street.</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Rating</b></td>\n   <td><b>Margin Of Safety For 12/12 Ultra SWAN Quality Companies</b></td>\n   <td><b>2020 Price</b></td>\n   <td><b>2021 Price</b></td>\n   <td><b>2022 Price</b></td>\n  </tr>\n  <tr>\n   <td>Potentially Reasonable Buy</td>\n   <td>0%</td>\n   <td>$3,409.22</td>\n   <td>$4,243.20</td>\n   <td>$5,643.44</td>\n  </tr>\n  <tr>\n   <td>Potentially Good Buy</td>\n   <td>5%</td>\n   <td>$3,238.76</td>\n   <td>$4,031.04</td>\n   <td>$5,361.27</td>\n  </tr>\n  <tr>\n   <td><i><b>Potentially Strong Buy</b></i></td>\n   <td><i><b>15%</b></i></td>\n   <td><i><b>$2,897.84</b></i></td>\n   <td><i><b>$3,606.72</b></i></td>\n   <td><i><b>$4,796.92</b></i></td>\n  </tr>\n  <tr>\n   <td>Potentially Very Strong Buy</td>\n   <td>25%</td>\n   <td>$2,429.07</td>\n   <td>$3,182.40</td>\n   <td>$4,232.58</td>\n  </tr>\n  <tr>\n   <td>Potentially Ultra-Value Buy</td>\n   <td>35%</td>\n   <td>$2,216.00</td>\n   <td>$2,758.08</td>\n   <td>$3,668.23</td>\n  </tr>\n  <tr>\n   <td><b>Currently</b></td>\n   <td><b>$3,503.82</b></td>\n   <td><b>-2.77%</b></td>\n   <td><b>17.43%</b></td>\n   <td><b>37.91%</b></td>\n  </tr>\n  <tr>\n   <td><p>Upside To Fair Value (Not Including Dividends)</p></td>\n   <td>-2.70%</td>\n   <td>21.10%</td>\n   <td>61.07%</td>\n  </tr>\n </tbody>\n</table>\n<p>AMZN is a potentially strong buy for anyone comfortable with its risk profile.</p>\n<p>And here's what investors buying AMZN today can reasonably expect as far as total returns are concerned.</p>\n<ul>\n <li>5-year consensus return potential range: 18% to 35% CAGR</li>\n</ul>\n<p>AMZN 2023 Consensus Total Return Potential (Using The Most Conservative Metric)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3caa57b1226a0fc30b132d34d01c01b\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><span>(Source: FAST Graphs, FactSet Research)</span></p>\n<p>AMZN 2026 Consensus Total Return Potential (Using The Most Conservative Metric)</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/258cec5540c56ae6304277f278329aea\" tg-width=\"640\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>(Source: FAST Graphs, FactSet Research)</span></p>\n<p>For context, Cathie Wood at ARKK and private equity strive for 15% CAGR total returns over time.</p>\n<ul>\n <li>double your money every 5 years</li>\n</ul>\n<p>ARK Innovation ETF Valuation: 106x Earnings And Rising By The Day</p>\n<p><i>(Source: Morningstar)</i></p>\n<p>106x forward earnings for companies growing at 17.7% CAGR = 6.0 PEG.</p>\n<p>OCF PEG of 2.4 at ARKK.</p>\n<p>AMZN OCF PEG of 0.64.</p>\n<p>ARKK is paying 4x as much for growth as Amazon investors buying today.</p>\n<p>There is a 91% statistical probability that ARKK investors see terrible returns in the coming 10 to 20 years.</p>\n<p>Over the long-term analysts expect:</p>\n<ul>\n <li>0% yield + 37.2% growth = 37.2% CAGR total return potential</li>\n <li>21% to 50% CAGR range</li>\n <li>vs 7.9% S&amp;P 500 and 11.0% aristocrats and 16.5% Nasdaq</li>\n</ul>\n<p>AMZN has consistently delivered 26% to 27 CAGR long-term returns.</p>\n<p>The low end of the 26.7% to 38.1% CAGR growth consensus range.</p>\n<p>AMZN Vs S&amp;P 500 Vs Aristocrats Inflation-Adjusted Long-Term Return Forecast: $1,000 Initial Investment</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Time Frame (Years)</b></td>\n   <td><b>5.9% LT Inflation-Adjusted Returns (S&amp;P Consensus)</b></td>\n   <td><b>9.0% Inflation-Adjusted Returns (Aristocrat consensus)</b></td>\n   <td><b>24% Inflation-Adjusted Returns (AMZN historical return)</b></td>\n   <td><b>35.2% Inflation-Adjusted Returns (AMZN Consensus)</b></td>\n  </tr>\n  <tr>\n   <td>5</td>\n   <td>$1,331.93</td>\n   <td>$1,538.62</td>\n   <td>$2,931.63</td>\n   <td>$4,517.35</td>\n  </tr>\n  <tr>\n   <td>10</td>\n   <td>$1,774.02</td>\n   <td>$2,367.36</td>\n   <td>$8,594.43</td>\n   <td><b>$20,406.42</b></td>\n  </tr>\n  <tr>\n   <td>15</td>\n   <td>$2,362.87</td>\n   <td>$3,642.48</td>\n   <td><b>$25,195.63</b></td>\n   <td>$92,182.90</td>\n  </tr>\n  <tr>\n   <td>20</td>\n   <td>$3,147.16</td>\n   <td>$5,604.41</td>\n   <td>$73,864.15</td>\n   <td>$416,422.16</td>\n  </tr>\n  <tr>\n   <td>25</td>\n   <td>$4,191.79</td>\n   <td>$8,623.08</td>\n   <td>$216,541.99</td>\n   <td>$1,881,123.42</td>\n  </tr>\n  <tr>\n   <td>30</td>\n   <td>$5,583.14</td>\n   <td>$13,267.68</td>\n   <td>$634,819.93</td>\n   <td>$8,497,687.35</td>\n  </tr>\n  <tr>\n   <td>35</td>\n   <td>$7,436.33</td>\n   <td>$20,413.97</td>\n   <td>$1,861,054.03</td>\n   <td>$38,387,002.96</td>\n  </tr>\n  <tr>\n   <td>40</td>\n   <td>$9,904.63</td>\n   <td>$31,409.42</td>\n   <td>$5,455,912.62</td>\n   <td>$173,407,415.00</td>\n  </tr>\n  <tr>\n   <td>45</td>\n   <td>$13,192.23</td>\n   <td>$48,327.29</td>\n   <td>$15,994,690.19</td>\n   <td>$783,341,476.50</td>\n  </tr>\n  <tr>\n   <td>50</td>\n   <td>$17,571.06</td>\n   <td>$74,357.52</td>\n   <td>$46,890,434.61</td>\n   <td>$3,538,625,316.57</td>\n  </tr>\n </tbody>\n</table>\n<table>\n <tbody>\n  <tr>\n   <td><b>Time Frame (Years)</b></td>\n   <td><b>Ratio S&amp;P vs Aristocrat Consensus</b></td>\n   <td><b>Ratio S&amp;P vs AMZN Historical Return</b></td>\n   <td><p><b>Ratio S&amp;P vs AMZN Consensus</b></p></td>\n  </tr>\n  <tr>\n   <td>5</td>\n   <td>1.16</td>\n   <td>2.20</td>\n   <td>3.39</td>\n  </tr>\n  <tr>\n   <td>10</td>\n   <td>1.33</td>\n   <td>4.84</td>\n   <td><b>11.50</b></td>\n  </tr>\n  <tr>\n   <td>15</td>\n   <td>1.54</td>\n   <td><b>10.66</b></td>\n   <td>39.01</td>\n  </tr>\n  <tr>\n   <td>20</td>\n   <td>1.78</td>\n   <td>23.47</td>\n   <td>132.32</td>\n  </tr>\n  <tr>\n   <td>25</td>\n   <td>2.06</td>\n   <td>51.66</td>\n   <td>448.76</td>\n  </tr>\n  <tr>\n   <td>30</td>\n   <td>2.38</td>\n   <td>113.70</td>\n   <td>1522.03</td>\n  </tr>\n  <tr>\n   <td>35</td>\n   <td>2.75</td>\n   <td>250.27</td>\n   <td>5162.09</td>\n  </tr>\n  <tr>\n   <td>40</td>\n   <td>3.17</td>\n   <td>550.84</td>\n   <td>17507.71</td>\n  </tr>\n  <tr>\n   <td>45</td>\n   <td>3.66</td>\n   <td>1212.43</td>\n   <td>59379.01</td>\n  </tr>\n  <tr>\n   <td>50</td>\n   <td>4.23</td>\n   <td>2668.62</td>\n   <td>201389.38</td>\n  </tr>\n </tbody>\n</table>\n<p>Over the next 10 to 15 years, Amazon, if it grows as expected, it could deliver 10 to 12x the returns of the S&amp;P 500 and turn $1 into about $20 to $25, in inflation-adjusted terms.</p>\n<p>Risk Profile: Why Amazon Isn't Right For Everyone</p>\n<p>No company is right for everyone, and all have complex risk profiles that investors must understand and be comfortable with.</p>\n<p>Fundamental Risk Profile</p>\n<p><b>We believe that the uncertainty for Amazon is high and that despite being an e-commerce leader, the company faces a variety of risks.</b></p>\n<p>Amazon must protect its leading online retailing position, which can be challenging as consumer preferences change, especially post-COVID-19 (as consumers may revert back to prior behaviors), and traditional retailers bolster their online presence.</p>\n<p>Maintaining an e-commerce edge has pushed the company to make investments in non-traditional areas, such as producing content for its Prime Video subscriptions and building out its own transportation network.</p>\n<p>Similarly, the company must also maintain an attractive value proposition for its third-party sellers. Some of these investment areas have raised investor questions in the past, and we expect management to continue to invest according to its strategy, despite periodic margin pressure from increased spending.</p>\n<p>The company must also continue to invest in new offerings. AWS, transportation, and physical stores (both Amazon branded and Whole Foods) are three notable areas of investment. These decisions require capital allocation and management focus and may play out over a period of years rather than quarters.</p>\n<p><b>Continued international expansion will likely require similar investment and management attention but will also increase exposure to different regulatory environments.</b></p>\n<p>Some countries have instituted or may institute protectionist policies. Even domestically over the last several years, lawmakers from both parties have increasingly focused on the amount of market power large technology companies have accrued.</p>\n<p><b>Antitrust, data privacy, and section 230 have been repeatedly invoked.</b></p>\n<p>From an ESG perspective, data breaches and service outages are a concern for any type of cloud service provider. As a retailer, Amazon has personal information for hundreds of millions of consumers around the world, while AWS hosts proprietary mission critical data for enterprises.\" - Morningstar (emphasis added)</p>\n<ul>\n <li>regulatory/political risk (domestic and international)</li>\n <li>disruption risk from major tech competitors (like GOOG, FB, and MSFT)</li>\n <li>complex ESG risk (such as 150% annual turnover at fulfillment centers)</li>\n</ul>\n<p>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</p>\n<ul>\n <li>5 High-Yield ESG Blue-Chips For A Safe And Prosperous Retirement</li>\n</ul>\n<p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p>\n<p>The bottom line is that ESG is NOT about politics or personal ethical opinions.</p>\n<p>Among institutions that factor ESG into their safety models and ratings are:</p>\n<ul>\n <li>BlackRock</li>\n <li>MSCI</li>\n <li>Morningstar</li>\n <li>Reuters</li>\n <li>S&amp;P</li>\n <li>Fitch</li>\n <li>Moody's</li>\n <li>DBRS</li>\n <li>AM Best</li>\n <li>Bank of America</li>\n <li>Bloomberg</li>\n <li>FactSet Research</li>\n <li>Wells Fargo</li>\n <li>NAREIT</li>\n <li>State Street</li>\n <li>and many, many more</li>\n</ul>\n<p>Quality companies have always practiced ESG risk management long before it was popular among investors.</p>\n<blockquote>\n If you use\n <b>ESG scores that inherently tilts a portfolio to quality.</b>\" - NYU study\n <b>The overlap between ESG, especially measures related to the ‘G’ [or governance], and quality is pretty large.</b>” - Research AffiliatesCompanies with strong ESG profiles may be better positioned for future challenges and experience\n <b>fewer instances of bribery, corruption, and fraud.</b>\" - MSCI (Emphasis added)\n</blockquote>\n<p>Bank of America's research finds that ESG metrics also help improve the long-term profitability and outcomes at companies.</p>\n<blockquote>\n We find that companies with greater gender diversity at the board/management level typically see\n <b>higher ROE and lower earnings risk than peers.</b>Moreover, based on disclosure data from ICE, we find gender diversity in management is associated with a ~20% premium on P/E on an overall and sector-neutral basis.Ethnic and racial workforce diversity shows similarly strong results:\n <b>higher ROE, lower risk, and significant premia on P/E</b>and P/BV.\" - Bank of America (emphasis original)\n</blockquote>\n<p>Dividend Aristocrats Are Strong ESG Companies</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ba2655b83e526b8e213206a1ab9198b\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\"><span>(Source: Morningstar)</span></p>\n<p><img src=\"https://static.tigerbbs.com/28a7f31cdc8acde82fce95672b754655\" tg-width=\"1170\" tg-height=\"666\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8bd8a315f9194c3b0d9bcec080ea0bfa\" tg-width=\"900\" tg-height=\"872\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b96207809e8a57c16c394e25bcfeb69f\" tg-width=\"902\" tg-height=\"814\" referrerpolicy=\"no-referrer\"></p>\n<p>Analyst firm McKinsey has done several studies on this topic and concluded that between 25% and 60% of cash flows are affected by ESG risk.</p>\n<p>It also did a meta-analysis of over 2,000 studies and found the ESG risk mitigation was 8X as likely to boost a company’s bottom line as hurt it.</p>\n<p>AMZN's ESG Risk Management Consensus</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Rating Agency</b></td>\n   <td><b>Industry Percentile</b></td>\n   <td><p><b>Rating Agency Classification</b></p></td>\n  </tr>\n  <tr>\n   <td>MSCI</td>\n   <td>62.0%</td>\n   <td>BBB Average</td>\n  </tr>\n  <tr>\n   <td>Morningstar/Sustainalytics</td>\n   <td>0.2%</td>\n   <td><p>30.9/100 High Risk</p></td>\n  </tr>\n  <tr>\n   <td>Reuters'/Refinitiv</td>\n   <td>98.9%</td>\n   <td>Excellent</td>\n  </tr>\n  <tr>\n   <td>S&amp;P</td>\n   <td>21.0%</td>\n   <td>Very Poor</td>\n  </tr>\n  <tr>\n   <td><b>Consensus</b></td>\n   <td><b>45.5%</b></td>\n   <td><b>Average</b></td>\n  </tr>\n </tbody>\n</table>\n<p><i>(Sources: Morningstar, Reuters'/Refinitiv)</i></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/383c86f90f296e1f90c7ee721055c42a\" tg-width=\"640\" tg-height=\"258\" referrerpolicy=\"no-referrer\"><span>(Source: FactSet Research Terminal)</span></p>\n<p><img src=\"https://static.tigerbbs.com/9a3948c69cba266c64b5a3b009bf8bf9\" tg-width=\"640\" tg-height=\"457\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5734b4bb5a582aa664d93b28ff40ac08\" tg-width=\"640\" tg-height=\"288\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/add8dd4cf4f17241a15cf13b0f82bfd1\" tg-width=\"640\" tg-height=\"336\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c6aee376fed18fa80819cb50999f4abc\" tg-width=\"640\" tg-height=\"171\" referrerpolicy=\"no-referrer\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d01e14a5abc80d7e4def3b61dcc45fa\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"><span>(Source: Morningstar)</span></p>\n<ul>\n <li><p>0.2th percentile for its industry (472nd best out of 473 retailers)</p></li>\n <li><p>39th percentile among all rated companies (14,143)</p></li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8f0db304e0b3a9935543e509ab1121a\" tg-width=\"640\" tg-height=\"327\"><span>(Source: Reuters'/Refinitiv)</span></p>\n<ul>\n <li>an industry leader in all long-term risk management metrics</li>\n</ul>\n<p>How We Monitor AMZN's Risk Profile</p>\n<ul>\n <li>51 analysts</li>\n <li>3 credit rating agencies</li>\n <li>7 total risk rating agencies</li>\n <li>58 total experts who collectively know this business better than anyone other than management</li>\n</ul>\n<p>Rest assured that if Amazon's thesis weakens, strengthens, or shatters, we'll know about it and so DK members and my SA readers.</p>\n<p><b>Bottom Line: Amazon Is The Ultimate Rich Retirement Dream Stock</b></p>\n<p>My Real Money Phoenix Retirement Portfolio (Tracked Daily In Our Real Money Phoenix Portfolio Tool)</p>\n<p><img src=\"https://static.tigerbbs.com/b8d6d875cd0b73cdf40d8cc66404c656\" tg-width=\"640\" tg-height=\"249\"></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ac05bb3c7d43680ed5fed99d03a08a2\" tg-width=\"640\" tg-height=\"147\"><span>(Source: Morningstar)</span></p>\n<p>Do you know what ETF or mutual fund offers a 3.5% very safe yield, with 15.5% growth and that's also 13% undervalued? All from a collection of blue-chips that matches the dividend aristocrats for quality and safety?</p>\n<p>None, because only through prudent stock picking and active management can you achieve fundamentals like this.</p>\n<table>\n <colgroup></colgroup>\n <tbody>\n  <tr>\n   <td><b>DS Phoenix Portfolio Fundamentals</b></td>\n  </tr>\n  <tr>\n   <td><b>Yield</b></td>\n   <td><b>3.53%</b></td>\n  </tr>\n  <tr>\n   <td><b>LT Growth Forecast</b></td>\n   <td><b>15.51%</b></td>\n  </tr>\n  <tr>\n   <td>Discount To Fair Value</td>\n   <td>13%</td>\n  </tr>\n  <tr>\n   <td>5-Year Annual Valuation Boost</td>\n   <td>2.82%</td>\n  </tr>\n  <tr>\n   <td><b>5-Year Consensus Total Return Potential</b></td>\n   <td><b>21.86%</b></td>\n  </tr>\n  <tr>\n   <td><b>5-Year Risk-Adjusted Expected Total Return</b></td>\n   <td><b>15.98%</b></td>\n  </tr>\n  <tr>\n   <td><i><b>LT Consensus Total Return Potential</b></i></td>\n   <td><i><b>19.04%</b></i></td>\n  </tr>\n  <tr>\n   <td>S&amp;P 500 5-Year Risk-Adjusted Expected Return</td>\n   <td>3.60%</td>\n  </tr>\n  <tr>\n   <td>DK Video Phoenix Risk-Adjusted Return/S&amp;P 500 Risk-Adjusted Expected Return</td>\n   <td>4.44</td>\n  </tr>\n  <tr>\n   <td>S&amp;P 500 Consensus LT Total Return Potential</td>\n   <td>7.9%</td>\n  </tr>\n  <tr>\n   <td>Dividend Aristocrats Consensus LT Total Return Potential</td>\n   <td>11.0%</td>\n  </tr>\n  <tr>\n   <td>DS Phoenix LT Consensus Total Return Potential/S&amp;P 500 Consensus LT Total Return Potential</td>\n   <td>2.41</td>\n  </tr>\n  <tr>\n   <td>DS Phoenix LT Consensus Total Return Potential/Dividend Aristocrats Consensus LT Total Return Potential</td>\n   <td>1.73</td>\n  </tr>\n </tbody>\n</table>\n<p>Amazon is the heart of my 28% growth allocation, and by combining it with high-yield blue-chips, you can have your cake and eat it too.</p>\n<ul>\n <li>8 Safe Dividend Stocks Yielding Over 6%</li>\n</ul>\n<p>If you buy Amazon in equal amounts with something likeBritish American Tobacco(BTI), here is the synthetic company you create.</p>\n<ul>\n <li>4% safe yield growing about 4.3% over time</li>\n <li>growth consensus of 21% CAGR</li>\n <li>33% discount to fair value</li>\n</ul>\n<p>Does that sound like a good way to combine growth, value, and yield? I think so, and that's why I've invested nearly $350,000 into that specific combination so far.</p>\n<p>Amazon is very likely to eventually have to pay a dividend. That's not speculation, its simple math. Big institutional investors simply won't stand for a company amassing a $1+ trillion cash pile.</p>\n<p>That day may be far into the future, possibly 2030 or so.</p>\n<p>But whenever Amazon finally starts paying dividends and buying back stock by the boatload, doesn't matter.</p>\n<p>Long-term investors buying Amazon today for pure growth, quality, and attractive valuation, are likely to be rolling in safe, and exponentially growing income in the years and decades to come.</p>\n<p>While there are many great hyper-growth stocks to choose from, none offer Amazon's incredible combination of quality, safety, growth, valuation, and future dividend potential that can allow a single share to possibly fund a rich retirement.</p>\n<p>That's why I keep buying Amazon steadily, as long as its undervalued and its thesis remains intact.</p>\n<p>If a small position in Amazon today can lead to a rich retirement in a few decades, then imagine how golden our golden years will be, if we own a large position, constructed over many years, and through several market downturns.</p>\n<p>Because to quote Frasier Crane</p>\n<blockquote>\n If less is more, then imagine how much more, more is.\n</blockquote>","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 Reasons Amazon Could Quadruple Within 5 Years</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 Reasons Amazon Could Quadruple Within 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 21:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4437187-3-reasons-amazon-could-quadruple-within-5-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nImagine a company so wonderful, that a single share bought today, might be able to fund a rich retirement decades from now. Amazon is that company.\nAmazon's empire of businesses, including ...</p>\n\n<a href=\"https://seekingalpha.com/article/4437187-3-reasons-amazon-could-quadruple-within-5-years\">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/4437187-3-reasons-amazon-could-quadruple-within-5-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102107523","content_text":"Summary\n\nImagine a company so wonderful, that a single share bought today, might be able to fund a rich retirement decades from now. Amazon is that company.\nAmazon's empire of businesses, including high margin AWS and advertising are expected to drive massive margin expansion leading to 33% annual free cash flow growth through 2026.\n$171 billion in annual free cash flow and $628 billion in cash on the balance sheet, means that Amazon will likely be forced by institutional investors to pay dividends.\nAmazon's 17% discount to fair value, and hyper-growth through 2026, means analysts think it could deliver 290% returns, nearly quadrupling your investment in five years.\nThose 26% CAGR consensus returns are what Amazon has delivered with incredible consistency for over 20 years. Combined with the potential to become the biggest dividend payer in history, Amazon is the ultimate rich retirement dream stock. That's why I've invested almost $250,000 into the best hyper-growth Ultra SWAN on earth, in all of my retirement portfolios. As long as Amazon remains undervalued, and the thesis intact, I'll keep buying my highest conviction recommendation of all time.\n\nAndrey Maximenko/iStock via Getty Images\nToday the market is highly overvalued, that's no secret.\n\nThat means that future returns are likely to be far lower than the 14% CAGR investors have enjoyed over the last decade.\nFor context, here's the return potential of the 32% overvalued S&P 500.\nS&P 500 2023 Consensus Total Return Potential\n(Source: FAST Graphs, FactSet Research)\nS&P 500 2026 Consensus Total Return Potential\n(Source: FAST Graphs, FactSet Research)\nEven the venerable dividend aristocrats, which historically outperform the S&P 500 by 2% annually, are only expected to deliver about 6% CAGR total returns over the next five years.\nBut fear not, because it's always a market of stocks and not a stock market.\nNo matter what kind of investor you are, yield, value, quality, low volatility, maximum returns, ESG, etc., something great is always on sale, if you know where to look.\nToday I wanted to highlight Amazon (AMZN), my highest conviction recommendation ever.\nNot only does Amazon represent a wonderful company at a wonderful price, but there are three reasons why the world's greatest hyper-growth Ultra SWAN could nearly quadruple in the next five years.\nThat's right, 26% CAGR consensus return potential, even with the market 32% overvalued.\nAmazon Total Returns Since 1998\n\n(Source: Portfolio Visualizer)\nThat's actually the returns Amazon investors have seen with clockwork-like regularity over the past 20 years.\nBut wait, it gets better. Not only does Amazon have the potential to deliver Buffett-line returns over the next five years, but it's also likely to become one of the greatest dividend growth blue-chips in the world. In fact, Amazon is eventually likely to become the biggest dividend payer in world history.\nSo here are the three reasons why I've invested almost $250,000 into Amazon across my retirement portfolios, on the way to eventually investing millions into what I call my \"Jeff Bezos retirement plan\".\nReason 1: Exceptional Quality And Safety\nMy motto is \"Safety and quality first, and prudent valuation and sound risk management always.\"\nThe Dividend King's overall quality scores factor in 188 fundamental metrics covering.\n\ndividend safety\nbalance sheet strength\nshort and long-term bankruptcy risk\naccounting and corporate fraud risk\nprofitability and business model\ngrowth consensus estimates\ncost of capital\nlong-term sustainability (ESG scores and trends from MSCI, Morningstar, S&P, FactSet, and Reuters'/Refinitiv)\nmanagement quality\ndividend friendly corporate culture/income dependability\nlong-term total returns (a Ben Graham sign of quality)\n\nIt actually includes over 1,000 metrics if you count everything factored in by nine rating agencies we use to assess fundamental risk.\nHow do we know that our safety and quality model works well?\nDuring the 2 worst recessions in 75 years, our safety model predicted 6 blue-chip dividend cuts on the Phoenix list.\nThere were 5, meaning we did very well during the ultimate baptism by fire for any dividend safety model.\nAnd then there's the confirmation that our quality ratings are very accurate.\nIn the past decade, just 42% of all stocks made money, including dividends.\n\n100% Of Phoenix Recs, Past And Present, Have Made Money Over The Last Decade\n(Seeking Alpha)\n\nDK Phoenix: A Great Blue-Chip Stock Picking System\n\n\n\nMetric\nUS Stocks\nPhoenix\n\n\nPositive Total Returns Over The Last 10 Years\n42%\n100%\n\n\nLost Money/Went Bankrupt\n47%\n0%\n\n\nOutperformed Market\n36%\n52%\n\n\nBankruptcies Over The Last 10 Years\n11%\n0%\n\n\nPermanent 70+% Catastrophic Decline\n40%\n0%\n\n\n\n(Sources: Morningstar, JPMorgan Asset Management, FactSet, Seeking Alpha)\nBasically, historical market data confirms that the DK safety and quality model is one of the most comprehensive and accurate in the world.\nPicking stocks is hard unless you have a comprehensive and accurate way of measuring risk, valuation, and long-term return potential, which DK Phoenix most certainly does.\nThis is why I entrust 100% of my life savings to this model and the DK Phoenix strategy.\nBalance Sheet Safety\n\n\n\nRating\nDividend Kings Safety Score (110 Safety Metric Model)\nApproximate Dividend Cut Risk (Average Recession)\nApproximate Dividend Cut Risk In Pandemic Level Recession\n\n\n1 (unsafe)\n0% to 20%\nover 4%\n16+%\n\n\n2 (below- average)\n21% to 40%\nover 2%\n8% to 16%\n\n\n3 (average)\n41% to 60%\n2%\n4% to 8%\n\n\n4 (safe)\n61% to 80%\n1%\n2% to 4%\n\n\n5 (very safe)\n81% to 100%\n0.5%\n1% to 2%\n\n\nAMZN\n88%\nA+ top AA credit ratings\n0.6% to 0.51% 30-year default/bankruptcy risk\n\n\n\nLong-Term Dependability\n\n\n\nCompany\nDK Long-Term Dependability Score\nInterpretation\nPoints\n\n\nS&P 500/Industry Average\n60%\nAverage Dependability\n2\n\n\nNon-Dependable Companies\n29% or below\nPoor Dependability\n1\n\n\nRelatively Dependable Companies\n29% to 64%\nBelow to Above-Average Dependability\n2\n\n\nVery Dependable Companies\n65% to 79%\nVery Dependable\n3\n\n\nExceptionally Dependable Companies\n80% or higher\nExceptional Dependability\n4\n\n\nAMZN\n80%\nExceptional Dependability\n4\n\n\n\nOverall Quality\n\n\n\nAMZN\nFinal Score\nRating\n\n\nSafety\n88%\n5/5\n\n\nBusiness Model\n80%\n3/3\n\n\nDependability\n80%\n4/4\n\n\nTotal\n83%\n12/12 Ultra SWAN\n\n\n\n(Source: DK Safety & Quality Tool) updated daily, sorted by overall quality\nThe DK 500 Master List includes the world's highest quality companies including:\n\nAll dividend champions\nAll dividend aristocrats\nAll dividend kings\nAll global aristocrats (such as BTI, ENB, and NVS)\nAll 12/12 Ultra Swans (as close to perfect quality as exists on Wall Street)\n\nAMZN: 123rd Highest Quality Master List Company (Out of 517) = 76th Percentile\n(Source: DK Safety & Quality Tool) updated daily, sorted by overall quality\nAMZN's 83% quality score means its similar in quality to such 11/12 Super Swans and 12/12 Ultra SWANs as:\n\nMerck (MRK)\nCardinal Health (CAH) - dividend aristocrat\nCostco (COST)\nGeneral Mills (GIS)\nNestle (OTCPK:NSRGY)\nMedtronic (MDT) - dividend aristocrat\nAtmos Energy (ATO) - dividend aristocrat\nBlackRock (BLK)\nAlphabet (GOOG)\nEnbridge (ENB) - global aristocrat\nAbbVie (ABBV) - dividend aristocrat\nBerkshire Hathaway (BRK.B)\n\nToday AMZN is of higher quality than 76% of the world's most elite companies.\nWhat makes Amazon so high quality?\nLet's start with its fortress balance sheet.\n(Source: GuruFocus Premium)\nAmazon's advanced accounting and solvency metrics all confirm almost zero short and long-term bankruptcy risk. They also confirm a significantly below 17.5% chance of accounting fraud.\nThese are numbers we can trust, and that's verified by not one, not two, but all three major credit rating agencies.\nAmazon Consensus Credit Rating\n\n\n\nRating Agency\nCredit Rating\n30-Year Default/Bankruptcy Risk\nChance of Losing 100% Of Your Investment 1 In\n\n\nS&P\nAA stable outlook\n0.51%\n196.1\n\n\nFitch\nAA- stable outlook\n0.55%\n181.8\n\n\nMoody's\nA1 (A+ equivalent) stable outlook\n0.67%\n149.3\n\n\nConsensus\nAA- stable outlook\n0.58%\n173.4\n\n\n\n(Sources: S&P, Fitch, Moody's)\nWarren Buffett defines fundamental risk as the probability of losing 100% of your investment, because of bankruptcy.\nJeff Bezos himself has said that his main goal is to push back Amazon's eventual bankruptcy for as long as possible.\nAccording to the rating agencies, he's done a masterful job of that, because the chance of Amazon going bankrupt over the next 30 years is 1 in 173.\nThe Bond Market Absolutely LOVES Amazon\n(Source: FactSet Research Terminal)\n\n$81 billion in liquidity\n1.96% average borrowing cost\n\"smart money\" on Wall Street, bond investors, are willing to lend to Amazon for 40 years at under 3%\nbetter terms than even the US treasury can get\n\nBut wait, it gets better.\nAMZN Balance Sheet Consensus Forecast\n\n\n\nYear\nDebt/EBITDA (3.0 Or Less Safe According To Rating Agencies)\nNet Debt/EBITDA\nInterest Coverage (8+ Safe)\n\n\n2020\n0.56\n-0.09\n13.90\n\n\n2021\n0.42\n-0.90\n21.00\n\n\n2022\n0.33\n-1.21\n27.63\n\n\n2023\n0.27\n-1.52\n37.61\n\n\n2024\n0.21\n-1.97\n47.99\n\n\n2025\n0.17\n-2.14\n58.03\n\n\n2026\n0.14\n-2.24\n79.57\n\n\n\n(Source: FactSet Research Terminal)\n\n$501 billion consensus net cash by 2026\n\nLeverage Safety Credit Rating Guidelines For Most Companies\n\n\n\nCredit Rating\nSafe Debt/EBITDA For Most Companies\n30-Year Default/Bankruptcy Risk\n\n\nBBB\n3.0 or less\n7.50%\n\n\nA-\n2.5 or less\n2.50%\n\n\nA\n2.0 or less\n0.66%\n\n\nA+\n1.8 or less\n0.60%\n\n\nAA\n1.5 or less\n0.51%\n\n\nAAA\n1.1 or less\n0.07%\n\n\n\n\nS&P recently upgraded AMZN from AA- to AA\nthe company is on track to join JNJ and MSFT as the only AAA-rated companies in America\n\nWithin a few years, Amazon could have three AAA-stable credit ratings, tying Microsoft (MSFT) for the strongest balance sheet in corporate America (JNJ has an AAA-negative outlook from Moody's).\nBut quality only begins with a strong balance sheet and low fundamental risk.\n\nWe assign Amazon an Exemplary Capital Allocation rating.\n\n\n The rating reflects our assessments of a sound balance sheet, exceptional investments, and appropriate shareholder distributions...\n\n\nManagement’s track record of investing in areas that investors were initially skeptical of but were ultimately vindicated has been remarkable...The results have been breathtaking.\n\n\n From humble beginnings, Mr. Bezos has built Amazon into one of the largest companies in the world. On the e-commerce side, the company has evolved from selling books to selling everything, including groceries, delivering purchases the same day they are ordered, and moving into retail categories that were long thought to be beyond the reach of online shopping.\n\n\n The stickiness of Prime members, the financial stability of subscriptions, the tech world shakeup via AWS, the Kindle—the innovation has been dramatic, and shareholders have been rewarded along the way. Ultimately,\n we assess investment as exceptional.\n\n\n Amazon’s capital deployment strategy centers around re-investing in the business and making generally small tuck-in acquisitions.\n The company does not pay a dividend or repurchase shares, nor do we expect them to over the next several years.\"- Morningstar (emphasis added)\n\nI define management quality by long-term capital allocation, as measured by profitability vs peers, as well as the dividend track record (for dividend stocks), and long-term total returns. And on that front, I agree with Morningstar 100% that Amazon has exceptional management quality.\n(Source: GuruFocus Premium)\nAmazon's profitability is historically in the top 20% of peers, confirming the wide and stable moat.\n\nAnd like Morningstar, I expect Amazon to keep plowing its rivers of profits back into more growth. When you're generating 19% cash returns on invested capital the best thing to do is slam the growth pedal to the floor.\nAnd that's exactly what analysts expect Amazon to do.\nAMZN Growth Spending Consensus Forecast\n\n\n\nYear\nSG&A\nR&D\nCapex\nTotal Growth Spending\nSales\nGrowth Spending/Sales\n\n\n2020\n$28,677\n$37,677\n$35,046\n$72,723\n$386,064\n18.84%\n\n\n2021\n$34,316\n$54,529\n$38,722\n$93,251\n$489,008\n19.07%\n\n\n2022\n$41,429\n$60,706\n$39,328\n$100,034\n$580,286\n17.24%\n\n\n2023\n$48,702\n$66,794\n$39,666\n$106,460\n$675,490\n15.76%\n\n\n2024\n$50,575\n$75,326\n$45,823\n$121,149\n$771,718\n15.70%\n\n\n2025\n$55,270\n$81,758\n$47,416\n$129,174\n$870,208\n14.84%\n\n\n2026\n$60,083\n$88,553\n$49,390\n$137,943\n$1,010,120\n13.66%\n\n\nAnnualized Growth\n13.12%\n15.31%\n5.88%\n11.26%\n17.39%\n-5.77%\n\n\n\n(Source: FactSet Research Terminal)\n\nAmazon's hiring binge, which has seen its workforce grow 37% CAGR since 1994, is expected to continue.\nWithin a few years, Amazon is likely to surpass Walmart as the largest private employer in America.\nEventually, it could surpass the Federal Government as the largest employer in America, and one day Amazon could even be the largest employer on earth.\nR&D spending is expected to reach almost $90 billion by 2026. Amazon is already the #1 company on earth when it comes to investing in innovation and new products. And that R&D spending is expected to double within 5 years.\nGrowth capex is expected to reach nearly $50 billion by 2026, as Amazon continues maximizing its logistical capabilities. For context, today Amazon has 57 fulfillment centers... in Philadelphia alone!\nAmazon has 77 planes in its Amazon Air businesses and soon it will have85.\nIn 2021 Amazon is expected to open a $1.5 billion air hub in Kentucky. For most companies, a $1.5 billion investment would be a huge deal. For Amazon, it's about 5% of its consensus 2021 capex.\nIn 2019 Amazon had 60,000 trucks delivering its packages, and the company hasordered 100,000 electric trucks, which would nearly triple its delivery fleet, already one of the largest on earth.\nGlobally, Amazon is making inroads into dozens of countries, including India where Bezos says the goal is to create over 1 million direct and indirect jobs by 2025 alone.\nThere are few companies on earth as capital intensive as Amazon is today. And yet its returns on capital are still industry-leading and improving rapidly.\nAMZN TTM Profitability Vs Peers\n\n\n\nMetric\nIndustry Percentile\nMajor Cyclical Retailers More Profitable Than AMZN (Out of 1058)\n\n\nOperating Margin\n66.48\n355\n\n\nNet Margin\n76.16\n252\n\n\nReturn On Equity\n90.94\n96\n\n\nReturn On Assets\n85.77\n151\n\n\nReturn On Capital\n75.61\n258\n\n\nAverage\n78.99\n222\n\n\n\n(Source: GuruFocus Premium)\n(Source: GuruFocus Premium)\nROC = Joel Greenblatt's gold standard proxy for quality and moatiness.\nEarnings before interest and taxes/all the money it takes to run the business.\nhistorically ROC about 2X that of its peers.\n\n\n\nDividend Kings Watchlist\nAverage ROC\n\n\nS&P 500\n13%\n\n\nDividend Champions\n83%\n\n\nDividend Aristocrats\n85%\n\n\nDividend Kings\n87%\n\n\nStrong ESG\n83%\n\n\nUltra SWANs\n87%\n\n\nLow Volatility\n87%\n\n\nDK 500 Master List\n106%\n\n\nForeign Dividend Stocks\n125%\n\n\nHyper-Growth\n154%\n\n\n\nYou'd think that all that growth spending would cause profit margins to shrink, but Amazon's economies of scale are so large, that profitability is expected to explode in the coming years.\nAMZN Profit Margin Consensus Forecast\n\n\n\nYear\nFCF Margin\nEBITDA Margin\nEBIT (Operating) Margin\nNet Margin\n\n\n2020\n8.0%\n14.8%\n5.9%\n5.5%\n\n\n2021\n7.7%\n15.4%\n7.0%\n5.8%\n\n\n2022\n10.2%\n16.2%\n8.1%\n6.6%\n\n\n2023\n11.7%\n17.1%\n9.6%\n7.8%\n\n\n2024\n14.2%\n19.1%\n11.0%\n9.1%\n\n\n2025\n16.1%\n20.7%\n12.1%\n10.6%\n\n\n2026\n17.0%\n22.2%\n14.7%\n12.3%\n\n\nAnnualized Growth\n13.26%\n6.92%\n16.27%\n14.20%\n\n\n\n(Source: FactSet Research Terminal)\nFCF margins are expected to more than double. Operating margins are expected to nearly triple.\nAmazon's 2026 consensus ROC is 60% to 68%, which is 8x its industry peers and 5x that of the S&P 500.\nWhat on earth can have analysts so bullish about Amazon's profitability prospects?\nAmazon Web Services Consensus Profitability Forecast\n\n\n\nYear\nAWS Consensus Sales\nAWS Consensus Operating Income\nAWS Consensus EBITDA\nAWS Consensus Operating Margin\nAWS Consensus EBITDA Margin\n\n\n2020\n$45,370\n$13,531\n$29,063\n29.82%\n64.06%\n\n\n2021\n$58,450\n$17,450\n$35,900\n29.85%\n61.42%\n\n\n2022\n$72,988\n$22,285\n$41,969\n30.53%\n57.50%\n\n\n2023\n$91,683\n$28,743\n$49,991\n31.35%\n54.53%\n\n\n2024\n$110,174\n$39,370\n$58,906\n35.73%\n53.47%\n\n\n2025\n$131,980\n$50,362\nNA\n38.16%\nNA\n\n\n2026\n$151,749\n$63,982\nNA\n42.16%\nNA\n\n\nAnnualized Growth\n22.29%\n29.56%\n19.32%\n5.94%\n-4.42%\n\n\n\n(Source: FactSet Research Terminal)\nAmazon Web Services is the largest cloud computing provider on earth, and those sales are expected to grow at over 22% annually through 2026.\nIf AWS were its own business in 2021, it would be ranked #53 on the Fortune 500, larger than Boeing.\n\nBy 2026, AWS's $152 billion in sales, would make it #15 on the Fortune 500.\nOperating margins at AWS are expected to increase by 40% in the next five years. And that's despite Amazon steadily reducing cloud computing prices as it has more than 70 times already.\nBut there is an even better business Amazon runs, with 70% operating margins according to analyst firm Piper Jaffray.\nAmazon Advertising Consensus Growth Forecast\n\n\n\nYear\nAdvertising Revenue\nTotal Sales\nAdvertising As % Of Sales\n\n\n2020\n$15,730\n$386,064\n4.07%\n\n\n2021\n$25,862\n$489,008\n5.29%\n\n\n2022\n$33,809\n$580,286\n5.83%\n\n\n2023\n$49,722\n$675,490\n7.36%\n\n\nAnnualized Growth\n46.76%\n17.39%\n21.79%\n\n\n\n(Source: FactSet Research Terminal)\nThe Wall Street Journal estimates Amazon generated $16 billion in ad revenue in 2020, #3 in the world behind Alphabet (GOOG) and Facebook (FB). That's 77% growth in advertising revenue in 2020, a terrible year for the advertising industry.\nThat ad business is expected to grow like a weed, more than tripling by 2023 alone.\nIn fact, by 2023, about 1/15th of Amazon's revenue is expected to be from digital ads.\n\nIn 2020 Amazon had 10.3% of the digital ad market, up from 7.8% the year before.\n\neMarketer estimates Amazon is already #2 in search ad spending revenue.\n\n This year, Amazon will control 76.2% of the nearly $24 billion e-commerce channel ad market. For comparison, No. 2 Walmart will capture just 6.5% of the market.\" - eMarketer\n\nAWS + Advertising Consensus Growth Forecast\n\n\n\nYear\nAdvertising Revenue\nAWS Revenue\nAWS + Advertising Revenue\nTotal Sales\nAWS + Advertising/Sales\n\n\n2020\n$15,730\n$45,370\n$61,100\n$386,064\n15.83%\n\n\n2021\n$25,862\n$58,450\n$84,312\n$489,008\n17.24%\n\n\n2022\n$33,809\n$72,988\n$106,797\n$580,286\n18.40%\n\n\n2023\n$49,722\n$91,683\n$141,405\n$675,490\n20.93%\n\n\nAnnualized Growth\n46.76%\n22.29%\n32.27%\n17.39%\n9.77%\n\n\n\n(Source: FactSet Research Terminal)\nAdvertising and AWS are the most lucrative parts of its business and those are expected to grow at 32% annually through 2023, and makeup 1/5th of company sales.\nAnd those sales are themselves growing at incredible rates, thanks to Amazon's other businesses.\n\n\n\nYear\nOnline Stores\nPhysical Stores\n3rd Party Sellers\nSubscription Services\nAWS\nAdvertising\nOther\n\n\n2020\n$197,349\n$16,224\n$80,437\n$25,207\n$45,370\n$15,730\n$21,477\n\n\n2021\n$247,062\n$16,271\n$105,072\n$32,067\n$58,450\n$25,862\n$32,329\n\n\n2022\n$291,435\n$16,818\n$128,177\n$38,992\n$72,988\n$33,809\n$42,937\n\n\n2023\n$307,114\n$17,128\n$155,835\n$44,961\n$91,683\n$49,722\n$52,000\n\n\n2024\n$318,497\n$16,750\n$169,642\n$52,868\n$110,174\nNA\n$63,637\n\n\n2025\n$473,794\n$19,738\n$189,999\n$58,948\n$131,980\nNA\n$67,563\n\n\n2026\nNA\nNA\nNA\nNA\n$151,749\nNA\nNA\n\n\nAnnual Growth\n19.14%\n4.00%\n18.76%\n18.52%\n22.29%\n46.76%\n25.76%\n\n\n\n(Source: FactSet Research Terminal)\nWhat's included in Amazon's \"other\" businesses, which are expected to generate almost $68 billion in sales by 2025?\nAmazon is an empire with\n\n over 40 subsidiaries, including Audible, Diapers.com, Goodreads, IMDb, Kiva Systems (now Amazon Robotics), Shopbop, TeachStreet, Twitch, and Zappos. -Wikipedia\n\nThat motley collection of companies is growing at 25% and by 2026 would be #46 on the Fortune 500.\nThe bottom line is Amazon is a glorious empire that combines into one of the world's highest quality and fundamentally safest companies.\nIt's also one of the fastest-growing.\nReason 2: Long-Term Growth Potential To Make Grown Men Weep With Joy\nWhat does 17% organic revenue growth combined with extreme multiple expansion get you?\nAMZN Profit Growth Consensus Forecast\n\n\n\nYear\nSales\nFCF\nEBITDA\nEBIT (Operating Income)\nNet Income\n\n\n2020\n$386,064\n$31,018\n$57,284\n$22,899\n$21,331\n\n\n2021\n$489,008\n$37,694\n$75,241\n$34,341\n$28,601\n\n\n2022\n$580,286\n$59,368\n$94,093\n$46,944\n$38,122\n\n\n2023\n$675,490\n$79,188\n$115,214\n$64,923\n$52,538\n\n\n2024\n$771,718\n$109,720\n$147,249\n$84,987\n$70,026\n\n\n2025\n$870,208\n$140,055\n$180,369\n$105,028\n$92,641\n\n\n2026\n$1,010,120\n$171,309\n$223,941\n$148,007\n$123,781\n\n\nAnnualized Growth\n17.39%\n32.95%\n25.51%\n36.48%\n34.05%\n\n\n\n(Source: FactSet Research Terminal)\nHow about 33% CAGR FCF growth and 34% CAGR profit growth?\nWorried about higher corporate taxes in 2022? Jeff Bezos isn't and analysts are already baking that into their consensus estimates.\nAMZN Tax Consensus Forecast\n\n\n\nYear\nOperating Income\nTax Costs\nTax Rate\n\n\n2020\n$22,899\n$2,863\n12.50%\n\n\n2021\n$34,341\n$6,588\n19.18%\n\n\n2022\n$46,944\n$8,364\n17.82%\n\n\n2023\n$64,923\n$11,723\n18.06%\n\n\n2024\n$84,987\n$15,707\n18.48%\n\n\n2025\n$105,028\n$19,933\n18.98%\n\n\n2026\n$148,007\n$25,665\n17.34%\n\n\nAnnualized Growth\n36.48%\n44.13%\n5.60%\n\n\n\n(Source: FactSet Research Terminal)\nAmazon's extreme growth spending is expected to keep its tax rate far below the 25% or so that most analysts now expect beyond 2021.\nThat still means a $26 billion tax bill in 2026. Gone forever are the days of Amazon paying no taxes. But by 2026 Amazon is expected to become the largest single corporate taxpayer in the world, likely neutralizing claims that its \"not paying its fair share\".\nHow much should investors fear taxes? Not much, because look at the growth estimates for Amazon for the next few years.\nAmazon's Medium-Term Growth Consensus\n\n\n\nMetric\n2021 Growth Consensus\n2022 Growth Consensus\n2023 Growth Consensus\n2024 Growth Consensus\n2025 Growth Consensus\n2026 Growth Consensus\n\n\nSales\n27%\n19%\n16%\n14%\n13%\n16%\n\n\nEarnings\n33%\n30%\n31%\n35%\n31%\n32%\n\n\nOwner Earnings (Buffett smoothed out FCF)\n-13%\nNA\nNA\nNA\nNA\nNA\n\n\nOperating Cash Flow\n14%\n20%\n17%\n43%\n19%\n16%\n\n\nFree Cash Flow\n26%\n57%\n23%\n54%\n26%\n21%\n\n\nEBITDA\n91%\n23%\n22%\nNA\nNA\nNA\n\n\nEBIT (Operating Income)\n44%\n38%\n32%\nNA\nNA\nNA\n\n\n\n(Source: FAST Graphs, FactSet Research Terminal)\nThose are mind-blowing growth rates for any company, much less the 2nd largest by revenue in the world.\nAnd those hyper-growth rates are coming off one of Amazon's best years ever.\nAmazon Was A Big Pandemic Winner\n\n\n\nMetric\n2020 Growth Results\n\n\nSales\n38%\n\n\nEarnings\n82%\n\n\nOwner Earnings (Buffett smoothed out FCF)\n145%\n\n\nOperating Cash Flow\n70%\n\n\nFree Cash Flow\n18%\n\n\nEBITDA\n28%\n\n\nEBIT (Operating Income)\n53%\n\n\n\n(Source: FAST Graphs, FactSet Research Terminal)\nBut what about beyond 2026?\n(Source: FactSet Research Terminal)\nGrowth consensus range: 26.7% to 38.1% CAGR\n\nThe historical margin of error, smoothing for outliers is 20% to the downside, 30% to the upside.\nThe historical margin-of-error adjusted growth consensus range is 21% to 50% CAGR.\n(Source: FAST Graphs, FactSet Research)\nAmazon's growth consensus means analysts expect the growth rate of the last two decades to continue, courtesy of margin expansion.\nWhy Amazon Is Likely To Eventually Become The Biggest Dividend Payer In World History\nToday Amazon doesn't pay a dividend. Morningstar and analysts don't expect it to through at least 2026.\n(Source: FactSet Research Terminal)\nBut guess what? Simple math tells us that one day if Amazon grows as analysts expect, it will almost have no alternative than massive buybacks and dividends that put Apple's (AAPL) to shame.\n(Source: FactSet Research Terminal)\n\n2026 consensus cash pile of $628 billion\n$501 billion net cash\nApple began its capital returns at $250 billion\n\n(Source: Apple)\nApple has so far returned $551 billion in cash to investors. By 2026 Amazon's cash pile is expected to be $77 billion larger than that mind-blowing sum.\nAMZN Potential Dividend Consensus Forecast\n\n\n\nYear\nFCF/Share Consensus\nDividend Per Share (50% Payout Ratio)\nYield On Today's Cost\nConsensus Yield Potential\nAnalyst Consensus Fair Value Price\n\n\n2020\n$60.82\n$30.41\n0.87%\nNA\nNA\n\n\n2021\n$71.13\n$35.57\n1.02%\n0.84%\n$4,243.20\n\n\n2022\n$99.74\n$49.87\n1.42%\n0.88%\n$5,643.44\n\n\n2023\n$133.27\n$66.64\n1.90%\n0.98%\n$6,770.26\n\n\n2024\n$205.74\n$102.87\n2.94%\n1.08%\n$9,516.45\n\n\n2025\n$259.57\n$129.79\n3.70%\n1.12%\n$11,567.10\n\n\n2026\n$313.89\n$156.95\n4.48%\n1.15%\n$13,655.48\n\n\nAnnualized Growth\n31.46%\n31.46%\n31.46%\n6.52%\n26.33%\n\n\n\n(Source: FactSet Research Terminal)\nAmazon yielding 1% would be similar to Apple, Microsoft, Visa (V), and Mastercard (MA) today.\nAnd guess what? If Amazon paid a 50% FCF dividend, then it would still see its cash position grow by almost $200 billion in the next five years.\nAMZN Potential Dividend/Retained Cash Flow Consensus\n\n\n\nYear\nDividend Consensus\nFCF/Share Consensus\nPayout Ratio\nRetained FCF\nBuyback Potential\nDebt Repayment Potential\n\n\n2021\n$35.57\n$71.13\n50.0%\n$17,925\n1.01%\n56.1%\n\n\n2022\n$49.87\n$99.74\n50.0%\n$25,134\n1.42%\n79.8%\n\n\n2023\n$66.64\n$133.27\n50.0%\n$33,584\n1.90%\n107.3%\n\n\n2024\n$102.87\n$205.74\n50.0%\n$51,846\n2.93%\n167.8%\n\n\n2025\n$129.79\n$259.57\n50.0%\n$65,412\n3.70%\n214.6%\n\n\n2026\n$156.95\n$313.89\n50.0%\n$79,100\n4.48%\n259.5%\n\n\nTotal 2021 Through 2026\n$541.67\n$1,083.34\n50.0%\n$193,901.40\n10.97%\n606.42%\n\n\n\n(Source: FactSet Research Terminal)\nIf Amazon began paying out 100% of FCF as buybacks and dividends starting in 2022, then by 2026 its cash pile would be \"just\" $85.5 billion.\nHow does a 32% growing dividend with a 1% starting yield, and 2% annual buybacks sound?\nLike $79 billion in annual dividends to all investors, and $8.0 billion to Jeff Bezos personally, by 2026.\nBezos spends billions each year on Blue Origin (his rocket company) and philanthropy.\nIn fact, if Amazon were to pay a 1% dividend this year, that's $1.8 billion to Bezos (and $17.9 billion to the rest of us), pretty much ensuring he never has to sell a single share ever again.\nWould paying those dividends harm Amazon's growth efforts? Not at all. Free cash flow is what's left over after running the business and investing in future growth.\n$171 billion in FCF that analysts expect in 2026 is AFTER $138 billion in growth spending.\nWithin a few years, big institutions will likely insist that Amazon do something with its historic mountain of cash.\n(Source: GuruFocus Premium)\n63% of Amazon is owned by institutional investors, including 12% Vanguard and BlackRock alone. For context, Jeff Bezos owns 10.1% of the company.\nCollecting cash for its own sake is not prudent capital allocation, which is why these big institutions forced Apple to start buying back stock and paying dividends in 2012.\nAnd that's likely to happen eventually with Amazon.\nIf Amazon Keeps Growing FCF At 33% CAGR Through 2030\n\n\n\nYear\nFCF\nCash On The Balance Sheet ($ Millions)\n\n\n2026\n$171,309\n$627,910\n\n\n2027\n$227,755\n$855,665\n\n\n2028\n$302,801\n$1,158,466\n\n\n2029\n$402,574\n$1,561,040\n\n\n2030\n$535,221\n$2,096,261\n\n\n\nEven if Amazon's FCF growth rate slows significantly in 2027, by 2030 it will likely have $1+ trillion in cash, barring massive buybacks and dividends.\nWhat kind of income could Amazon eventually generate? Sufficient for a single share to potentially fund a rich retirement if your time horizon is long enough.\nAmazon Potential Inflation-Adjusted Future Dividends Per Share\n\n\n\nYear\nAMZN Dividend Per Share (10% CAGR Growth)\nAMZN Dividend Per Share (12.5% CAGR Growth)\nAMZN Dividend Per Share (15% CAGR Growth)\nAMZN Dividend Per Share (17.5% CAGR Growth)\nAMZN Dividend Per Share (20% CAGR Growth)\n\n\n2021\n$35.57\n$35.57\n$35.57\n$35.57\n$35.57\n\n\n2026\n$52.26\n$58.59\n$65.53\n$73.10\n$81.36\n\n\n2031\n$76.78\n$96.53\n$120.73\n$150.26\n$186.14\n\n\n2036\n$112.82\n$159.02\n$222.43\n$308.85\n$425.85\n\n\n2041\n$165.77\n$261.98\n$409.82\n$634.84\n$974.23\n\n\n2046\n$243.57\n$431.60\n$755.06\n$1,304.89\n$2,228.81\n\n\n2051\n$357.88\n$711.04\n$1,391.16\n$2,682.15\n$5,098.98\n\n\n2056\n$525.84\n$1,171.39\n$2,563.12\n$5,513.05\n$11,665.22\n\n\n2061\n$772.63\n$1,929.81\n$4,722.38\n$11,331.89\n$26,687.21\n\n\n2066\n$1,135.25\n$3,179.25\n$8,700.67\n$23,292.29\n$61,053.86\n\n\n2071\n$1,668.06\n$5,237.65\n$16,030.42\n$47,876.46\n$139,676.45\n\n\n\nA single share of Amazon could, with a long enough time frame, fund a comfortable retirement, with dividends alone.\nFor context, the average social security benefit in 2021 is $1,543 per month = $18,516.\nA modest position in Amazon of 14 shares today, under my base case (15% future dividend growth) scenario will equal social security payments within 30 years, adjusted for inflation.\nI own over 73 shares of Amazon and counting which means $1.2 million in potential inflation-adjusted annual dividends in 50 years. This is my Jeff Bezos retirement plan.\nReason 3: A Wonderful Company At A Wonderful Price And The Potential For 290% Returns In The Next 5 Years\nWith Amazon near its all-time highs, many investors think it must be overvalued. However, its actually 17% undervalued.\n(Source: FAST Graphs, FactSet Research)\n\nbillions of investors over 20 years have concluded 24 to 26x cash flow is fair value for Amazon\n91% statistical probability this is a reasonable estimate of intrinsic value\n\n(Source: FactSet Research Terminal)\n\n23.9x forward cash flow = 0.64 PEG = hyper-growth at a very attractive price\n24.2 EV/EBITDA vs 34.8 13-year median = AMZN potentially 30% undervalued\n\n\n\n\nMetric\nHistorical Fair Value Multiple (13-years)\n2021\n2022\n2023\n2024\n2025\n2026\n\n\nOwner Earnings (Buffett Smoothed Out FCF)\n26.10\n$4,210.22\nNA\nNA\nNA\nNA\nNA\n\n\nOperating Cash Flow\n25.10\n$3,714.47\n$4,456.98\n$5,210.94\n$7,885.17\n$9,359.29\n$10,889.13\n\n\nFree Cash Flow\n58.32\n$3,748.49\n$5,880.49\n$7,213.57\n$11,998.76\n$15,138.12\n$18,306.06\n\n\nEBITDA\n39.96\n$5,911.02\n$7,290.23\n$8,882.35\nNA\nNA\nNA\n\n\nAverage\n$4,243.20\n$5,643.44\n$6,770.26\n$9,516.45\n$11,567.10\n$13,655.48\n\n\nCurrent Price\n$3,503.82\n\n\nDiscount To Fair Value\n17.43%\n37.91%\n48.25%\n63.18%\n69.71%\n74.34%\n\n\nUpside To Fair Value\n21.10%\n61.07%\n93.23%\n171.60%\n230.13%\n289.73%\n\n\n\n\n290% consensus return potential over the next five years\n$13,655 consensus price in 2026\n$6.6 trillion market cap (assuming no buybacks)\n6.6x sales\n26% CAGR consensus return potential\n\n\n\n\nMorningstar Fair Value\n\n\n$4,200.00\n\n\nDiscount To MS FV Estimate\n\n\n16.58%\n\n\nUpside To MS FV\n\n\n19.87%\n\n\n\n\n\n\nAnalyst Median 12-Month Price Target\n\n\n$4,249.17\n\n\nDiscount To Price Target\n\n\n17.54%\n\n\nUpside To Price Target\n\n\n21.27%\n\n\n\nBasically, all the experts agree, AMZN is modestly undervalued, with significantly short-term upside potential, 100% justified by some of the best fundamentals on Wall Street.\n\n\n\nRating\nMargin Of Safety For 12/12 Ultra SWAN Quality Companies\n2020 Price\n2021 Price\n2022 Price\n\n\nPotentially Reasonable Buy\n0%\n$3,409.22\n$4,243.20\n$5,643.44\n\n\nPotentially Good Buy\n5%\n$3,238.76\n$4,031.04\n$5,361.27\n\n\nPotentially Strong Buy\n15%\n$2,897.84\n$3,606.72\n$4,796.92\n\n\nPotentially Very Strong Buy\n25%\n$2,429.07\n$3,182.40\n$4,232.58\n\n\nPotentially Ultra-Value Buy\n35%\n$2,216.00\n$2,758.08\n$3,668.23\n\n\nCurrently\n$3,503.82\n-2.77%\n17.43%\n37.91%\n\n\nUpside To Fair Value (Not Including Dividends)\n-2.70%\n21.10%\n61.07%\n\n\n\nAMZN is a potentially strong buy for anyone comfortable with its risk profile.\nAnd here's what investors buying AMZN today can reasonably expect as far as total returns are concerned.\n\n5-year consensus return potential range: 18% to 35% CAGR\n\nAMZN 2023 Consensus Total Return Potential (Using The Most Conservative Metric)\n(Source: FAST Graphs, FactSet Research)\nAMZN 2026 Consensus Total Return Potential (Using The Most Conservative Metric)\n(Source: FAST Graphs, FactSet Research)\nFor context, Cathie Wood at ARKK and private equity strive for 15% CAGR total returns over time.\n\ndouble your money every 5 years\n\nARK Innovation ETF Valuation: 106x Earnings And Rising By The Day\n(Source: Morningstar)\n106x forward earnings for companies growing at 17.7% CAGR = 6.0 PEG.\nOCF PEG of 2.4 at ARKK.\nAMZN OCF PEG of 0.64.\nARKK is paying 4x as much for growth as Amazon investors buying today.\nThere is a 91% statistical probability that ARKK investors see terrible returns in the coming 10 to 20 years.\nOver the long-term analysts expect:\n\n0% yield + 37.2% growth = 37.2% CAGR total return potential\n21% to 50% CAGR range\nvs 7.9% S&P 500 and 11.0% aristocrats and 16.5% Nasdaq\n\nAMZN has consistently delivered 26% to 27 CAGR long-term returns.\nThe low end of the 26.7% to 38.1% CAGR growth consensus range.\nAMZN Vs S&P 500 Vs Aristocrats Inflation-Adjusted Long-Term Return Forecast: $1,000 Initial Investment\n\n\n\nTime Frame (Years)\n5.9% LT Inflation-Adjusted Returns (S&P Consensus)\n9.0% Inflation-Adjusted Returns (Aristocrat consensus)\n24% Inflation-Adjusted Returns (AMZN historical return)\n35.2% Inflation-Adjusted Returns (AMZN Consensus)\n\n\n5\n$1,331.93\n$1,538.62\n$2,931.63\n$4,517.35\n\n\n10\n$1,774.02\n$2,367.36\n$8,594.43\n$20,406.42\n\n\n15\n$2,362.87\n$3,642.48\n$25,195.63\n$92,182.90\n\n\n20\n$3,147.16\n$5,604.41\n$73,864.15\n$416,422.16\n\n\n25\n$4,191.79\n$8,623.08\n$216,541.99\n$1,881,123.42\n\n\n30\n$5,583.14\n$13,267.68\n$634,819.93\n$8,497,687.35\n\n\n35\n$7,436.33\n$20,413.97\n$1,861,054.03\n$38,387,002.96\n\n\n40\n$9,904.63\n$31,409.42\n$5,455,912.62\n$173,407,415.00\n\n\n45\n$13,192.23\n$48,327.29\n$15,994,690.19\n$783,341,476.50\n\n\n50\n$17,571.06\n$74,357.52\n$46,890,434.61\n$3,538,625,316.57\n\n\n\n\n\n\nTime Frame (Years)\nRatio S&P vs Aristocrat Consensus\nRatio S&P vs AMZN Historical Return\nRatio S&P vs AMZN Consensus\n\n\n5\n1.16\n2.20\n3.39\n\n\n10\n1.33\n4.84\n11.50\n\n\n15\n1.54\n10.66\n39.01\n\n\n20\n1.78\n23.47\n132.32\n\n\n25\n2.06\n51.66\n448.76\n\n\n30\n2.38\n113.70\n1522.03\n\n\n35\n2.75\n250.27\n5162.09\n\n\n40\n3.17\n550.84\n17507.71\n\n\n45\n3.66\n1212.43\n59379.01\n\n\n50\n4.23\n2668.62\n201389.38\n\n\n\nOver the next 10 to 15 years, Amazon, if it grows as expected, it could deliver 10 to 12x the returns of the S&P 500 and turn $1 into about $20 to $25, in inflation-adjusted terms.\nRisk Profile: Why Amazon Isn't Right For Everyone\nNo company is right for everyone, and all have complex risk profiles that investors must understand and be comfortable with.\nFundamental Risk Profile\nWe believe that the uncertainty for Amazon is high and that despite being an e-commerce leader, the company faces a variety of risks.\nAmazon must protect its leading online retailing position, which can be challenging as consumer preferences change, especially post-COVID-19 (as consumers may revert back to prior behaviors), and traditional retailers bolster their online presence.\nMaintaining an e-commerce edge has pushed the company to make investments in non-traditional areas, such as producing content for its Prime Video subscriptions and building out its own transportation network.\nSimilarly, the company must also maintain an attractive value proposition for its third-party sellers. Some of these investment areas have raised investor questions in the past, and we expect management to continue to invest according to its strategy, despite periodic margin pressure from increased spending.\nThe company must also continue to invest in new offerings. AWS, transportation, and physical stores (both Amazon branded and Whole Foods) are three notable areas of investment. These decisions require capital allocation and management focus and may play out over a period of years rather than quarters.\nContinued international expansion will likely require similar investment and management attention but will also increase exposure to different regulatory environments.\nSome countries have instituted or may institute protectionist policies. Even domestically over the last several years, lawmakers from both parties have increasingly focused on the amount of market power large technology companies have accrued.\nAntitrust, data privacy, and section 230 have been repeatedly invoked.\nFrom an ESG perspective, data breaches and service outages are a concern for any type of cloud service provider. As a retailer, Amazon has personal information for hundreds of millions of consumers around the world, while AWS hosts proprietary mission critical data for enterprises.\" - Morningstar (emphasis added)\n\nregulatory/political risk (domestic and international)\ndisruption risk from major tech competitors (like GOOG, FB, and MSFT)\ncomplex ESG risk (such as 150% annual turnover at fulfillment centers)\n\nMaterial Financial ESG Risk Analysis: How Large Institutions Measure Total Risk\n\n5 High-Yield ESG Blue-Chips For A Safe And Prosperous Retirement\n\nHere is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.\nThe bottom line is that ESG is NOT about politics or personal ethical opinions.\nAmong institutions that factor ESG into their safety models and ratings are:\n\nBlackRock\nMSCI\nMorningstar\nReuters\nS&P\nFitch\nMoody's\nDBRS\nAM Best\nBank of America\nBloomberg\nFactSet Research\nWells Fargo\nNAREIT\nState Street\nand many, many more\n\nQuality companies have always practiced ESG risk management long before it was popular among investors.\n\n If you use\n ESG scores that inherently tilts a portfolio to quality.\" - NYU study\n The overlap between ESG, especially measures related to the ‘G’ [or governance], and quality is pretty large.” - Research AffiliatesCompanies with strong ESG profiles may be better positioned for future challenges and experience\n fewer instances of bribery, corruption, and fraud.\" - MSCI (Emphasis added)\n\nBank of America's research finds that ESG metrics also help improve the long-term profitability and outcomes at companies.\n\n We find that companies with greater gender diversity at the board/management level typically see\n higher ROE and lower earnings risk than peers.Moreover, based on disclosure data from ICE, we find gender diversity in management is associated with a ~20% premium on P/E on an overall and sector-neutral basis.Ethnic and racial workforce diversity shows similarly strong results:\n higher ROE, lower risk, and significant premia on P/Eand P/BV.\" - Bank of America (emphasis original)\n\nDividend Aristocrats Are Strong ESG Companies\n(Source: Morningstar)\n\nAnalyst firm McKinsey has done several studies on this topic and concluded that between 25% and 60% of cash flows are affected by ESG risk.\nIt also did a meta-analysis of over 2,000 studies and found the ESG risk mitigation was 8X as likely to boost a company’s bottom line as hurt it.\nAMZN's ESG Risk Management Consensus\n\n\n\nRating Agency\nIndustry Percentile\nRating Agency Classification\n\n\nMSCI\n62.0%\nBBB Average\n\n\nMorningstar/Sustainalytics\n0.2%\n30.9/100 High Risk\n\n\nReuters'/Refinitiv\n98.9%\nExcellent\n\n\nS&P\n21.0%\nVery Poor\n\n\nConsensus\n45.5%\nAverage\n\n\n\n(Sources: Morningstar, Reuters'/Refinitiv)\n(Source: FactSet Research Terminal)\n\n(Source: Morningstar)\n\n0.2th percentile for its industry (472nd best out of 473 retailers)\n39th percentile among all rated companies (14,143)\n\n(Source: Reuters'/Refinitiv)\n\nan industry leader in all long-term risk management metrics\n\nHow We Monitor AMZN's Risk Profile\n\n51 analysts\n3 credit rating agencies\n7 total risk rating agencies\n58 total experts who collectively know this business better than anyone other than management\n\nRest assured that if Amazon's thesis weakens, strengthens, or shatters, we'll know about it and so DK members and my SA readers.\nBottom Line: Amazon Is The Ultimate Rich Retirement Dream Stock\nMy Real Money Phoenix Retirement Portfolio (Tracked Daily In Our Real Money Phoenix Portfolio Tool)\n\n(Source: Morningstar)\nDo you know what ETF or mutual fund offers a 3.5% very safe yield, with 15.5% growth and that's also 13% undervalued? All from a collection of blue-chips that matches the dividend aristocrats for quality and safety?\nNone, because only through prudent stock picking and active management can you achieve fundamentals like this.\n\n\n\n\nDS Phoenix Portfolio Fundamentals\n\n\nYield\n3.53%\n\n\nLT Growth Forecast\n15.51%\n\n\nDiscount To Fair Value\n13%\n\n\n5-Year Annual Valuation Boost\n2.82%\n\n\n5-Year Consensus Total Return Potential\n21.86%\n\n\n5-Year Risk-Adjusted Expected Total Return\n15.98%\n\n\nLT Consensus Total Return Potential\n19.04%\n\n\nS&P 500 5-Year Risk-Adjusted Expected Return\n3.60%\n\n\nDK Video Phoenix Risk-Adjusted Return/S&P 500 Risk-Adjusted Expected Return\n4.44\n\n\nS&P 500 Consensus LT Total Return Potential\n7.9%\n\n\nDividend Aristocrats Consensus LT Total Return Potential\n11.0%\n\n\nDS Phoenix LT Consensus Total Return Potential/S&P 500 Consensus LT Total Return Potential\n2.41\n\n\nDS Phoenix LT Consensus Total Return Potential/Dividend Aristocrats Consensus LT Total Return Potential\n1.73\n\n\n\nAmazon is the heart of my 28% growth allocation, and by combining it with high-yield blue-chips, you can have your cake and eat it too.\n\n8 Safe Dividend Stocks Yielding Over 6%\n\nIf you buy Amazon in equal amounts with something likeBritish American Tobacco(BTI), here is the synthetic company you create.\n\n4% safe yield growing about 4.3% over time\ngrowth consensus of 21% CAGR\n33% discount to fair value\n\nDoes that sound like a good way to combine growth, value, and yield? I think so, and that's why I've invested nearly $350,000 into that specific combination so far.\nAmazon is very likely to eventually have to pay a dividend. That's not speculation, its simple math. Big institutional investors simply won't stand for a company amassing a $1+ trillion cash pile.\nThat day may be far into the future, possibly 2030 or so.\nBut whenever Amazon finally starts paying dividends and buying back stock by the boatload, doesn't matter.\nLong-term investors buying Amazon today for pure growth, quality, and attractive valuation, are likely to be rolling in safe, and exponentially growing income in the years and decades to come.\nWhile there are many great hyper-growth stocks to choose from, none offer Amazon's incredible combination of quality, safety, growth, valuation, and future dividend potential that can allow a single share to possibly fund a rich retirement.\nThat's why I keep buying Amazon steadily, as long as its undervalued and its thesis remains intact.\nIf a small position in Amazon today can lead to a rich retirement in a few decades, then imagine how golden our golden years will be, if we own a large position, constructed over many years, and through several market downturns.\nBecause to quote Frasier Crane\n\n If less is more, then imagine how much more, more is.","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124650292,"gmtCreate":1624763473316,"gmtModify":1703844686686,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124650292","repostId":"2146070550","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122287672,"gmtCreate":1624623431596,"gmtModify":1703841959375,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122287672","repostId":"1116076888","repostType":4,"repost":{"id":"1116076888","pubTimestamp":1624612129,"share":"https://ttm.financial/m/news/1116076888?lang=&edition=fundamental","pubTime":"2021-06-25 17:08","market":"us","language":"en","title":"Why Tesla stock is getting left in Ford's and GM's dust","url":"https://stock-news.laohu8.com/highlight/detail?id=1116076888","media":"cnn","summary":"New York Tesla had a stellar 2020: The electric car maker was added to the S&P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.Tesla  shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand thei","content":"<p>New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&amp;P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.</p>\n<p>Tesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.</p>\n<p>Ford (F) stock is up nearly 75%, putting it in the top 10 of the S&amp;P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.</p>\n<p>And GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.</p>\n<p>It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.</p>\n<p>Tesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.</p>\n<p>Yet Tesla is one of the most polarizing stocks on Wall Street.</p>\n<p>According to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.</p>\n<p><b>Skeptics have many questions about Tesla and Musk</b></p>\n<p>The consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.</p>\n<p>Tesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.</p>\n<p>And Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.</p>\n<p>Still, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.</p>\n<p>For example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.</p>\n<p>The Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.</p>\n<p>The stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.</p>\n<p>So even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.</p>\n<p>Tesla is nothing if not volatile.</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>Why Tesla stock is getting left in Ford's and GM's dust</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla stock is getting left in Ford's and GM's dust\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 17:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/06/24/investing/tesla-stock-ford-gm/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company ...</p>\n\n<a href=\"https://edition.cnn.com/2021/06/24/investing/tesla-stock-ford-gm/index.html\">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://edition.cnn.com/2021/06/24/investing/tesla-stock-ford-gm/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116076888","content_text":"New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.\nTesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.\nFord (F) stock is up nearly 75%, putting it in the top 10 of the S&P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.\nAnd GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.\nIt seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.\nTesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.\nYet Tesla is one of the most polarizing stocks on Wall Street.\nAccording to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.\nSkeptics have many questions about Tesla and Musk\nThe consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.\nTesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.\nAnd Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.\nStill, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.\nFor example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.\nThe Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.\nThe stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.\nSo even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.\nTesla is nothing if not volatile.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121187189,"gmtCreate":1624456794341,"gmtModify":1703837282631,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121187189","repostId":"1119538009","repostType":4,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121188504,"gmtCreate":1624456709008,"gmtModify":1703837280366,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"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/121188504","repostId":"1165465805","repostType":4,"repost":{"id":"1165465805","pubTimestamp":1624456440,"share":"https://ttm.financial/m/news/1165465805?lang=&edition=fundamental","pubTime":"2021-06-23 21:54","market":"us","language":"en","title":"US Services Sector Unexpectedly Plunges In June As Manufacturing Survey Hits Record High","url":"https://stock-news.laohu8.com/highlight/detail?id=1165465805","media":"zerohedge","summary":"Despite the serial disappointment in hard economic data, 'soft' survey data has continued to soar in","content":"<p>Despite the serial disappointment in hard economic data, 'soft' survey data has continued to soar in 2021 but analysts expected today's Markit PMIs to retrace some of those gains. However, reality was notably different with<b>Manufacturing jumping more than expected as Services plunged</b>...</p>\n<ul>\n <li><b>Markit US Manufacturing rose to 62.6</b>(from 62.1) beating expectations of 61.5.</li>\n <li><b>Markit US Services plunged to 64.8</b>(from 70.4) hugely missing expectations of 70.0.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/35b0c420f75ee5896e70db8e0021e0b5\" tg-width=\"500\" tg-height=\"273\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>That is the<b>lowest reading since March for Services</b>and highest reading ever for Manufacturing.</p>\n<p><img src=\"https://static.tigerbbs.com/51111068502f0b7011947e68d4fcef9e\" tg-width=\"500\" tg-height=\"376\" referrerpolicy=\"no-referrer\"><b>Employment issues remained prevalent</b>during June, as numerous panellists mentioned difficulties finding suitably trained candidates for current vacancies.</p>\n<p><b>Price pressures also remained elevated in June.</b>The rate of input price inflation softened slightly but was the second-fastest on record. Manufacturers continued to note rapid increases in raw material and fuel costs, whilst service providers highlighted higher wage bills to attract workers plus greater transportation fees and fuel costs.</p>\n<p>US continues to be the world's \"strongest\" economy based on these soft surveys, even as the US Composite PMI dropped to 63.9...</p>\n<p><img src=\"https://static.tigerbbs.com/84f14abd854febbd1482ff2bb17c56f6\" tg-width=\"500\" tg-height=\"272\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>Commenting on the PMI data, Chris Williamson,Chief Business Economist at IHS Markit, said:</p>\n<blockquote>\n “The early PMI indicators point to further impressive growth of the US economy in June, rounding off an unprecedented growth spurt over the second quarter as a whole.\n</blockquote>\n<blockquote>\n “While both output growth and inflows of new orders have come off their peaks in both manufacturing and services, this is as much due to capacity constraints limiting firms’ abilities to cope with demand rather than any cooling of the economy.\n</blockquote>\n<blockquote>\n “Although price gauges have also slipped from May’s all-time highs, it’s clear that the economy continues to run very hot. Prices charged for goods and services are still rising very sharply,\n <b>record supply shortages are getting worse rather than better, firms are fighting to fill vacancies and manufacturers’ warehouse stocks are being depleted at a worrying rate as firms struggle to meet demand.</b>\n</blockquote>\n<blockquote>\n <b>“While the second quarter will likely represent a peaking in the pace of economic growth, a concomitant peaking of inflation is far less assured.”</b>\n</blockquote>\n<p>So - what happens next? Does all that \"hope\" collapse back to reality? Or is \"hope\" the new strategy?</p>\n<p><img src=\"https://static.tigerbbs.com/8cda4e45787d67eefabc511b96083584\" tg-width=\"500\" tg-height=\"269\"><i>Source: Bloomberg</i></p>\n<p>Get back to work Mr.Powell and make it so!</p>\n<ul></ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Services Sector Unexpectedly Plunges In June As Manufacturing Survey Hits Record High</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Services Sector Unexpectedly Plunges In June As Manufacturing Survey Hits Record High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/economics/us-services-sector-unexpectedly-plunges-june-manufacturing-survey-hits-record-high><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite the serial disappointment in hard economic data, 'soft' survey data has continued to soar in 2021 but analysts expected today's Markit PMIs to retrace some of those gains. However, reality was...</p>\n\n<a href=\"https://www.zerohedge.com/economics/us-services-sector-unexpectedly-plunges-june-manufacturing-survey-hits-record-high\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/economics/us-services-sector-unexpectedly-plunges-june-manufacturing-survey-hits-record-high","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165465805","content_text":"Despite the serial disappointment in hard economic data, 'soft' survey data has continued to soar in 2021 but analysts expected today's Markit PMIs to retrace some of those gains. However, reality was notably different withManufacturing jumping more than expected as Services plunged...\n\nMarkit US Manufacturing rose to 62.6(from 62.1) beating expectations of 61.5.\nMarkit US Services plunged to 64.8(from 70.4) hugely missing expectations of 70.0.\n\nSource: Bloomberg\nThat is thelowest reading since March for Servicesand highest reading ever for Manufacturing.\nEmployment issues remained prevalentduring June, as numerous panellists mentioned difficulties finding suitably trained candidates for current vacancies.\nPrice pressures also remained elevated in June.The rate of input price inflation softened slightly but was the second-fastest on record. Manufacturers continued to note rapid increases in raw material and fuel costs, whilst service providers highlighted higher wage bills to attract workers plus greater transportation fees and fuel costs.\nUS continues to be the world's \"strongest\" economy based on these soft surveys, even as the US Composite PMI dropped to 63.9...\nSource: Bloomberg\nCommenting on the PMI data, Chris Williamson,Chief Business Economist at IHS Markit, said:\n\n “The early PMI indicators point to further impressive growth of the US economy in June, rounding off an unprecedented growth spurt over the second quarter as a whole.\n\n\n “While both output growth and inflows of new orders have come off their peaks in both manufacturing and services, this is as much due to capacity constraints limiting firms’ abilities to cope with demand rather than any cooling of the economy.\n\n\n “Although price gauges have also slipped from May’s all-time highs, it’s clear that the economy continues to run very hot. Prices charged for goods and services are still rising very sharply,\n record supply shortages are getting worse rather than better, firms are fighting to fill vacancies and manufacturers’ warehouse stocks are being depleted at a worrying rate as firms struggle to meet demand.\n\n\n“While the second quarter will likely represent a peaking in the pace of economic growth, a concomitant peaking of inflation is far less assured.”\n\nSo - what happens next? Does all that \"hope\" collapse back to reality? Or is \"hope\" the new strategy?\nSource: Bloomberg\nGet back to work Mr.Powell and make it so!","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182179355,"gmtCreate":1623559945877,"gmtModify":1704206199400,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"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/182179355","repostId":"1185020128","repostType":4,"repost":{"id":"1185020128","pubTimestamp":1623537503,"share":"https://ttm.financial/m/news/1185020128?lang=&edition=fundamental","pubTime":"2021-06-13 06:38","market":"us","language":"en","title":"Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays","url":"https://stock-news.laohu8.com/highlight/detail?id=1185020128","media":"investors","summary":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ","content":"<p>GameStop may be the top holding in SPDR S&amp;P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p>\n<p>The $4.2 billion value fund tracks the S&amp;P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p>\n<p>That more than doubles the return of its growth stock counterpart, SPDR S&amp;P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p>\n<p>Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each.&nbsp;Smaller positions in consumer staples, utilities and communication services made up the rest.</p>\n<p>SPDR S&amp;P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&amp;P 600 Small Cap Growth is not.</p>\n<p><b>GameStop Stock Leads</b></p>\n<p><b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p>\n<p><b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath &amp; Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p>\n<p>GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p>\n<p>Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p>\n<p>Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p>\n<p><b>Second Meme Stock In Top 10</b></p>\n<p>PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p>\n<p>Bed Bath &amp; Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p>\n<p>But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath &amp; Beyond soared 62% before diving 28% the next session.</p>\n<p>The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&amp;P 500 held a 13% gain through Thursday's close.</p>\n<p>SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis.&nbsp;SLYV and SLYG charge a 0.15% expense ratio.</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>Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays</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\">\nMeme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居","PDCE":"PDC Energy"},"source_url":"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185020128","content_text":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.\nThat more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.\nBack to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.\nSPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.\nGameStop Stock Leads\nGameStop(GME),Macy's(M),PDC Energy(PDCE),Resideo Technologies(REZI) andBankUnited(BKU) were the top five holdings as of Wednesday.\nPacific Premier Bancorp(PPBI),Bed Bath & Beyond(BBBY),Ameris Bancorp(ABCB),First Hawaiian(FHB) andInsight Enterprises(NSIT) rounded out the top 10.\nGameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.\nAction had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.\nCould GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.\nSecond Meme Stock In Top 10\nPDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.\nBed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.\nBut the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.\nThe rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.\nSLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186336663,"gmtCreate":1623472733252,"gmtModify":1704204625362,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186336663","repostId":"2142204074","repostType":4,"repost":{"id":"2142204074","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":1623441637,"share":"https://ttm.financial/m/news/2142204074?lang=&edition=fundamental","pubTime":"2021-06-12 04:00","market":"us","language":"en","title":"S&P ekes out gains to close languid week","url":"https://stock-news.laohu8.com/highlight/detail?id=2142204074","media":"Reuters","summary":"NEW YORK, June 11  - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th","content":"<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</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>S&P ekes out gains to close languid week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P ekes out gains to close languid week\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\">2021-06-12 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","OEF":"标普100指数ETF-iShares","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","SDS":"两倍做空标普500ETF",".DJI":"道琼斯","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","DOG":"道指反向ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142204074","content_text":"NEW YORK, June 11 (Reuters) - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.\nEconomically sensitive smallcaps and transports notched solid gains, outperforming the broader market.\nFor the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.\nBut the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.\n\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"\n\"So, investors are going to wait until earnings season.\"\nThe Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.\nInvestors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.\n\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.\nBenchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.\nThe Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's\nAlzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.\nBiogen shares, along with the broader healthcare sector ended the session lower.\nUnofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite added 49.09 points, or 0.35%, to 14,069.42.\nAmong the 11 major sectors in the S&P 500, healthcare suffered the biggest percentage drop.\nMuch of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.\nBut meme stock moves were more muted on Friday, with AMC Entertainment outperforming.\n(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186333528,"gmtCreate":1623472575264,"gmtModify":1704204620989,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Ok ho","listText":"Ok ho","text":"Ok ho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186333528","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180731473,"gmtCreate":1623226217192,"gmtModify":1704198733116,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180731473","repostId":"1132577035","repostType":4,"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180733240,"gmtCreate":1623226158480,"gmtModify":1704198731333,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180733240","repostId":"1133174841","repostType":2,"repost":{"id":"1133174841","pubTimestamp":1623078982,"share":"https://ttm.financial/m/news/1133174841?lang=&edition=fundamental","pubTime":"2021-06-07 23:16","market":"us","language":"en","title":"Palantir Is Sandbagging Growth Projections","url":"https://stock-news.laohu8.com/highlight/detail?id=1133174841","media":"seekingalpha","summary":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth project","content":"<p><b>Summary</b></p>\n<ul>\n <li>First, I look at Palantir's price action this year.</li>\n <li>Second, I examine PLTR's growth projections.</li>\n <li>Third, I provide an overview of price-to-sales in PLTR's peer group.</li>\n <li>Lastly, I give my thoughts on price projections out through 2025.</li>\n</ul>\n<p>First, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.</p>\n<p><b>Rollercoaster</b></p>\n<p>Here's what's happened thus far in 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/8db04b39e358c9cdec5bc2d02251bd13\" tg-width=\"635\" tg-height=\"403\" referrerpolicy=\"no-referrer\">The summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.</p>\n<p>Now, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.</p>\n<p><img src=\"https://static.tigerbbs.com/5563cce1afd961f1fe70a3ad7af88891\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">Here I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?</p>\n<p><img src=\"https://static.tigerbbs.com/804f2c567c89bab14a62ee5b333631bb\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">This is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -<i>like me</i>- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.</p>\n<p>In any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.</p>\n<p>Here's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.</p>\n<p>Nevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.</p>\n<p>There Is a Disturbance in the Force</p>\n<p>I'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:</p>\n<p><img src=\"https://static.tigerbbs.com/56383c3eaaea1d58abb1307e4fde30c6\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\">Source:PLTR Q4 Business Update Presentation</p>\n<p>See the numbers there?<i>Revenue of $4 billion or more in 2025</i>.</p>\n<p>We also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.</p>\n<p>Those numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.</p>\n<p>First, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,040 million (30% growth)</li>\n <li>2023 = $1,350 million (30% growth)</li>\n <li>2024 = $1,760 million (30% growth)</li>\n <li>2025 = $2,300 million (30% growth)</li>\n</ul>\n<p>In other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,120 million (40% growth)</li>\n <li>2023 = $1,570 million (40% growth)</li>\n <li>2024 = $2,195 million (40% growth)</li>\n <li>2025 = $3,070 million (40% growth)</li>\n</ul>\n<p>Once again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.</p>\n<p>What happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,200 million (49% growth)</li>\n <li>2023 = $1,776 million (49% growth)</li>\n <li>2024 = $2,246 million (49% growth)</li>\n <li>2025 = $3,943 million (49% growth)</li>\n</ul>\n<p>Hopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.</p>\n<p>Again, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,<i>PLTR is going to have to grow by 50% every year</i>, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.</p>\n<p>I don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.</p>\n<p>Peers and Price</p>\n<p>Here we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.</p>\n<p>What I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.</p>\n<p>Additionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonable<i>comparisons</i>for the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:</p>\n<ul>\n <li>Snowflake (SNOW)</li>\n <li>Alteryx (AYX)</li>\n <li>Datadog (DDOG)</li>\n <li>Salesforce (CRM)</li>\n <li>Splunk (SPLK)</li>\n</ul>\n<p>It's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer that<i>none of them would be a true direct peer</i>. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.</p>\n<p>Now, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.</p>\n<p><img src=\"https://static.tigerbbs.com/c77f9e680346dc75cdad7e6073ba1c40\" tg-width=\"635\" tg-height=\"487\">Being really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.</p>\n<p>I believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.</p>\n<p>In a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.</p>\n<p>Here's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.</p>\n<p><img src=\"https://static.tigerbbs.com/20e55c201426815f58f411103f705b88\" tg-width=\"635\" tg-height=\"453\">This makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $31 (30% growth)</li>\n <li>2023 = $41 (30% growth)</li>\n <li>2024 = $52 (30% growth)</li>\n <li>2025 = $69 (30% growth)</li>\n</ul>\n<p>Now, let's juice the growth to 40%.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $34 (40% growth)</li>\n <li>2023 = $47 (40% growth)</li>\n <li>2024 = $66 (40% growth)</li>\n <li>2025 = $92 (40% growth)</li>\n</ul>\n<p>I still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $36 (50% growth)</li>\n <li>2023 = $54 (50% growth)</li>\n <li>2024 = $81 (50% growth)</li>\n <li>2025 = $122 (50% growth)</li>\n</ul>\n<p><b>Perspective Is Everything</b></p>\n<p>Clearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.</p>\n<p>In the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.</p>\n<p>And finally, what I'm seeing indicates that<i>PLTR is sandbagging on growth</i>, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.</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>Palantir Is Sandbagging Growth Projections</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 Is Sandbagging Growth Projections\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections\">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."},"source_url":"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1133174841","content_text":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my thoughts on price projections out through 2025.\n\nFirst, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.\nRollercoaster\nHere's what's happened thus far in 2021.\nThe summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.\nNow, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.\nHere I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?\nThis is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -like me- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.\nIn any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.\nHere's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.\nNevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.\nThere Is a Disturbance in the Force\nI'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:\nSource:PLTR Q4 Business Update Presentation\nSee the numbers there?Revenue of $4 billion or more in 2025.\nWe also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.\nThose numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.\nFirst, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.\n\n2021 = $800 million\n2022 = $1,040 million (30% growth)\n2023 = $1,350 million (30% growth)\n2024 = $1,760 million (30% growth)\n2025 = $2,300 million (30% growth)\n\nIn other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.\n\n2021 = $800 million\n2022 = $1,120 million (40% growth)\n2023 = $1,570 million (40% growth)\n2024 = $2,195 million (40% growth)\n2025 = $3,070 million (40% growth)\n\nOnce again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.\nWhat happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.\n\n2021 = $800 million\n2022 = $1,200 million (49% growth)\n2023 = $1,776 million (49% growth)\n2024 = $2,246 million (49% growth)\n2025 = $3,943 million (49% growth)\n\nHopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.\nAgain, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,PLTR is going to have to grow by 50% every year, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.\nI don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.\nPeers and Price\nHere we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.\nWhat I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.\nAdditionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonablecomparisonsfor the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:\n\nSnowflake (SNOW)\nAlteryx (AYX)\nDatadog (DDOG)\nSalesforce (CRM)\nSplunk (SPLK)\n\nIt's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer thatnone of them would be a true direct peer. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.\nNow, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.\nBeing really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.\nI believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.\nIn a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.\nHere's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.\nThis makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.\n\nToday = $24\n2022 = $31 (30% growth)\n2023 = $41 (30% growth)\n2024 = $52 (30% growth)\n2025 = $69 (30% growth)\n\nNow, let's juice the growth to 40%.\n\nToday = $24\n2022 = $34 (40% growth)\n2023 = $47 (40% growth)\n2024 = $66 (40% growth)\n2025 = $92 (40% growth)\n\nI still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:\n\nToday = $24\n2022 = $36 (50% growth)\n2023 = $54 (50% growth)\n2024 = $81 (50% growth)\n2025 = $122 (50% growth)\n\nPerspective Is Everything\nClearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.\nIn the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.\nAnd finally, what I'm seeing indicates thatPLTR is sandbagging on growth, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133361213,"gmtCreate":1621700204532,"gmtModify":1704361591422,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/133361213","repostId":"1111747453","repostType":4,"repost":{"id":"1111747453","pubTimestamp":1621609858,"share":"https://ttm.financial/m/news/1111747453?lang=&edition=fundamental","pubTime":"2021-05-21 23:10","market":"us","language":"en","title":"Tesla’s New Plaid Model Is Ready. That Should Help the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111747453","media":"Barrons","summary":"Tesla’s updated Model S sedan is ready.CEO Elon Musk tweeted out Thursday that his company will host a delivery event for the Plaid model of its Model S electric car on June 3. That is a milestone investors who are bullish on Tesla stock have been waiting for, but it isn’t the most important one.Tesla stock rose 4.1% amid a broad market rally Thursday, but the gain still left shares down for the week. Tesla stock was up another 0.8% in Friday trading, a touch better than the 0.7% gain in the Dow","content":"<p>Tesla’s updated Model S sedan is ready.</p>\n<p>CEO Elon Musk tweeted out Thursday that his company will host a delivery event for the Plaid model of its Model S electric car on June 3. That is a milestone investors who are bullish on Tesla stock have been waiting for, but it isn’t the most important one.</p>\n<p>Beginning deliveries should help the stock—-a little.</p>\n<p>Tesla(ticker: TSLA) stock rose 4.1% amid a broad market rally Thursday, but the gain still left shares down for the week. Tesla stock was up another 0.8% in Friday trading, a touch better than the 0.7% gain in the&nbsp;Dow Jones Industrial Average.The&nbsp;S&amp;P 500&nbsp;was up 0.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/b73c480440da121bd6da538ca389d0ef\" tg-width=\"834\" tg-height=\"414\"></p>\n<p>The Plaid is billed by Tesla as the fastest production car ever, going zero to 60 in under 2 seconds. A&nbsp;Bugatti Chiron, which costs about $2.3 million and is equipped with a 16-cylinder, four-turbocharger engine, can go zero to 60 in about 2.3 seconds.</p>\n<p>Electric motors have better torque at zero revolutions a minute, giving drivers an incredible jolt from their initial acceleration.</p>\n<p>The&nbsp;Plaid edition&nbsp;of the Model S won’t cost anywhere near as much as a Chiron, but it will still run buyers $120,000 or more. Prices like that mean the car won’t sell in the high volumes seen from the Tesla Model 3 or Model Y. Those cars can be had for what a nicely equipped sedan from&nbsp;BMW&nbsp;(BMW.Germany) or evenToyota Motor&nbsp;(TM) or&nbsp;Honda&nbsp;(HMC) can cost.</p>\n<p>Still, the launch highlights Tesla’s ability to update its designs. The first Model S went into production almost a decade ago. Its performance shows Tesla is improving on its technologies for battery management and electric motors.</p>\n<p>All that is important for perceptions about Tesla, but there are bigger things on investors’ minds. Tesla is building new capacity in Austin, Texas, andBerlin. Investors want to see both plants on line by the end of the year, giving Tesla the output capacity needed to increase sales.</p>\n<p>Investors also want updates about the company’s autonomous driving programs. Musk has boasted the company is close to&nbsp;achieving fully autonomous cars&nbsp;with newer versions of its self-driving software. The new versions probably won’t mean drivers can actually leave the driver seat, but better driver-assistance functions are a competitive advantage for auto makers.</p>\n<p>The next version of the Tesla software is due to roll out in coming weeks.</p>\n<p>Capacity and autonomous driving have the potential to lift the stock in coming years. The Model S Plaid can help it in coming quarters.</p>\n<p>Tesla stock is in need of a lift. Shares are down about 35% from their 52-week high of more than $900, reached in January.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s New Plaid Model Is Ready. That Should Help the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s New Plaid Model Is Ready. That Should Help the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-model-s-new-plaid-model-ready-51621608150?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s updated Model S sedan is ready.\nCEO Elon Musk tweeted out Thursday that his company will host a delivery event for the Plaid model of its Model S electric car on June 3. That is a milestone ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-model-s-new-plaid-model-ready-51621608150?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-model-s-new-plaid-model-ready-51621608150?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111747453","content_text":"Tesla’s updated Model S sedan is ready.\nCEO Elon Musk tweeted out Thursday that his company will host a delivery event for the Plaid model of its Model S electric car on June 3. That is a milestone investors who are bullish on Tesla stock have been waiting for, but it isn’t the most important one.\nBeginning deliveries should help the stock—-a little.\nTesla(ticker: TSLA) stock rose 4.1% amid a broad market rally Thursday, but the gain still left shares down for the week. Tesla stock was up another 0.8% in Friday trading, a touch better than the 0.7% gain in the Dow Jones Industrial Average.The S&P 500 was up 0.5%.\n\nThe Plaid is billed by Tesla as the fastest production car ever, going zero to 60 in under 2 seconds. A Bugatti Chiron, which costs about $2.3 million and is equipped with a 16-cylinder, four-turbocharger engine, can go zero to 60 in about 2.3 seconds.\nElectric motors have better torque at zero revolutions a minute, giving drivers an incredible jolt from their initial acceleration.\nThe Plaid edition of the Model S won’t cost anywhere near as much as a Chiron, but it will still run buyers $120,000 or more. Prices like that mean the car won’t sell in the high volumes seen from the Tesla Model 3 or Model Y. Those cars can be had for what a nicely equipped sedan from BMW (BMW.Germany) or evenToyota Motor (TM) or Honda (HMC) can cost.\nStill, the launch highlights Tesla’s ability to update its designs. The first Model S went into production almost a decade ago. Its performance shows Tesla is improving on its technologies for battery management and electric motors.\nAll that is important for perceptions about Tesla, but there are bigger things on investors’ minds. Tesla is building new capacity in Austin, Texas, andBerlin. Investors want to see both plants on line by the end of the year, giving Tesla the output capacity needed to increase sales.\nInvestors also want updates about the company’s autonomous driving programs. Musk has boasted the company is close to achieving fully autonomous cars with newer versions of its self-driving software. The new versions probably won’t mean drivers can actually leave the driver seat, but better driver-assistance functions are a competitive advantage for auto makers.\nThe next version of the Tesla software is due to roll out in coming weeks.\nCapacity and autonomous driving have the potential to lift the stock in coming years. The Model S Plaid can help it in coming quarters.\nTesla stock is in need of a lift. Shares are down about 35% from their 52-week high of more than $900, reached in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":151985500,"gmtCreate":1625061819500,"gmtModify":1703735156774,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":21,"repostSize":0,"link":"https://ttm.financial/post/151985500","repostId":"1148787821","repostType":4,"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133361213,"gmtCreate":1621700204532,"gmtModify":1704361591422,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Like n comment","listText":"Like n comment","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/133361213","repostId":"1111747453","repostType":4,"repost":{"id":"1111747453","pubTimestamp":1621609858,"share":"https://ttm.financial/m/news/1111747453?lang=&edition=fundamental","pubTime":"2021-05-21 23:10","market":"us","language":"en","title":"Tesla’s New Plaid Model Is Ready. That Should Help the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1111747453","media":"Barrons","summary":"Tesla’s updated Model S sedan is ready.CEO Elon Musk tweeted out Thursday that his company will host a delivery event for the Plaid model of its Model S electric car on June 3. That is a milestone investors who are bullish on Tesla stock have been waiting for, but it isn’t the most important one.Tesla stock rose 4.1% amid a broad market rally Thursday, but the gain still left shares down for the week. Tesla stock was up another 0.8% in Friday trading, a touch better than the 0.7% gain in the Dow","content":"<p>Tesla’s updated Model S sedan is ready.</p>\n<p>CEO Elon Musk tweeted out Thursday that his company will host a delivery event for the Plaid model of its Model S electric car on June 3. That is a milestone investors who are bullish on Tesla stock have been waiting for, but it isn’t the most important one.</p>\n<p>Beginning deliveries should help the stock—-a little.</p>\n<p>Tesla(ticker: TSLA) stock rose 4.1% amid a broad market rally Thursday, but the gain still left shares down for the week. Tesla stock was up another 0.8% in Friday trading, a touch better than the 0.7% gain in the&nbsp;Dow Jones Industrial Average.The&nbsp;S&amp;P 500&nbsp;was up 0.5%.</p>\n<p><img src=\"https://static.tigerbbs.com/b73c480440da121bd6da538ca389d0ef\" tg-width=\"834\" tg-height=\"414\"></p>\n<p>The Plaid is billed by Tesla as the fastest production car ever, going zero to 60 in under 2 seconds. A&nbsp;Bugatti Chiron, which costs about $2.3 million and is equipped with a 16-cylinder, four-turbocharger engine, can go zero to 60 in about 2.3 seconds.</p>\n<p>Electric motors have better torque at zero revolutions a minute, giving drivers an incredible jolt from their initial acceleration.</p>\n<p>The&nbsp;Plaid edition&nbsp;of the Model S won’t cost anywhere near as much as a Chiron, but it will still run buyers $120,000 or more. Prices like that mean the car won’t sell in the high volumes seen from the Tesla Model 3 or Model Y. Those cars can be had for what a nicely equipped sedan from&nbsp;BMW&nbsp;(BMW.Germany) or evenToyota Motor&nbsp;(TM) or&nbsp;Honda&nbsp;(HMC) can cost.</p>\n<p>Still, the launch highlights Tesla’s ability to update its designs. The first Model S went into production almost a decade ago. Its performance shows Tesla is improving on its technologies for battery management and electric motors.</p>\n<p>All that is important for perceptions about Tesla, but there are bigger things on investors’ minds. Tesla is building new capacity in Austin, Texas, andBerlin. Investors want to see both plants on line by the end of the year, giving Tesla the output capacity needed to increase sales.</p>\n<p>Investors also want updates about the company’s autonomous driving programs. Musk has boasted the company is close to&nbsp;achieving fully autonomous cars&nbsp;with newer versions of its self-driving software. The new versions probably won’t mean drivers can actually leave the driver seat, but better driver-assistance functions are a competitive advantage for auto makers.</p>\n<p>The next version of the Tesla software is due to roll out in coming weeks.</p>\n<p>Capacity and autonomous driving have the potential to lift the stock in coming years. The Model S Plaid can help it in coming quarters.</p>\n<p>Tesla stock is in need of a lift. Shares are down about 35% from their 52-week high of more than $900, reached in January.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s New Plaid Model Is Ready. That Should Help the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s New Plaid Model Is Ready. That Should Help the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-model-s-new-plaid-model-ready-51621608150?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s updated Model S sedan is ready.\nCEO Elon Musk tweeted out Thursday that his company will host a delivery event for the Plaid model of its Model S electric car on June 3. That is a milestone ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-model-s-new-plaid-model-ready-51621608150?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-model-s-new-plaid-model-ready-51621608150?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111747453","content_text":"Tesla’s updated Model S sedan is ready.\nCEO Elon Musk tweeted out Thursday that his company will host a delivery event for the Plaid model of its Model S electric car on June 3. That is a milestone investors who are bullish on Tesla stock have been waiting for, but it isn’t the most important one.\nBeginning deliveries should help the stock—-a little.\nTesla(ticker: TSLA) stock rose 4.1% amid a broad market rally Thursday, but the gain still left shares down for the week. Tesla stock was up another 0.8% in Friday trading, a touch better than the 0.7% gain in the Dow Jones Industrial Average.The S&P 500 was up 0.5%.\n\nThe Plaid is billed by Tesla as the fastest production car ever, going zero to 60 in under 2 seconds. A Bugatti Chiron, which costs about $2.3 million and is equipped with a 16-cylinder, four-turbocharger engine, can go zero to 60 in about 2.3 seconds.\nElectric motors have better torque at zero revolutions a minute, giving drivers an incredible jolt from their initial acceleration.\nThe Plaid edition of the Model S won’t cost anywhere near as much as a Chiron, but it will still run buyers $120,000 or more. Prices like that mean the car won’t sell in the high volumes seen from the Tesla Model 3 or Model Y. Those cars can be had for what a nicely equipped sedan from BMW (BMW.Germany) or evenToyota Motor (TM) or Honda (HMC) can cost.\nStill, the launch highlights Tesla’s ability to update its designs. The first Model S went into production almost a decade ago. Its performance shows Tesla is improving on its technologies for battery management and electric motors.\nAll that is important for perceptions about Tesla, but there are bigger things on investors’ minds. Tesla is building new capacity in Austin, Texas, andBerlin. Investors want to see both plants on line by the end of the year, giving Tesla the output capacity needed to increase sales.\nInvestors also want updates about the company’s autonomous driving programs. Musk has boasted the company is close to achieving fully autonomous cars with newer versions of its self-driving software. The new versions probably won’t mean drivers can actually leave the driver seat, but better driver-assistance functions are a competitive advantage for auto makers.\nThe next version of the Tesla software is due to roll out in coming weeks.\nCapacity and autonomous driving have the potential to lift the stock in coming years. The Model S Plaid can help it in coming quarters.\nTesla stock is in need of a lift. Shares are down about 35% from their 52-week high of more than $900, reached in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886053736,"gmtCreate":1631540543725,"gmtModify":1676530570105,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/886053736","repostId":"2166303094","repostType":4,"repost":{"id":"2166303094","pubTimestamp":1631488015,"share":"https://ttm.financial/m/news/2166303094?lang=&edition=fundamental","pubTime":"2021-09-13 07:06","market":"us","language":"en","title":"Retail sales, Consumer Price Index: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2166303094","media":"Yahoo Finance","summary":"Traders this week will be focused on new data on inflation and spending. Each are likely to have mod","content":"<p>Traders this week will be focused on new data on inflation and spending. Each are likely to have moderated last month after initial reopening surges in demand and price increases earlier this year.</p>\n<p>On the inflation front, the Labor Department's August Consumer Price Index (CPI) is set for release on Tuesday. The print is expected to decelerate on both a monthly and annual basis, suggesting the peak growth rates in prices for consumer goods and service may already have passed during this economic recovery.</p>\n<p>Consensus economists expect the broadest measure of CPI will grow 0.4% in August compared to July, and by 5.3% compared to August 2020. In July, the headline CPI grew 0.5% month-on-month and by 5.4% year-on-year, with the latter representing the fastest annual growth rate since 2008.</p>\n<p>Excluding more volatile food and energy prices, the CPI likely grew 0.3% month-on-month in August to match July's pace. However, on a year-over-year basis, the CPI excluding food and energy prices likely ticked down to a 4.2% rate, or a hair below July's 4.3% rate. That had, in turn, moderated from a 4.5% annual rate in June, which had marked the fastest rise since 1991.</p>\n<p>The multi-year highs in consumer price increases so far this year have coincided with the broadening economic recovery, as more Americans became vaccinated and were more inclined to spend. This especially drove up prices in goods and services closely tied to renewed consumer mobility.</p>\n<p>Used car and truck prices, for instances, rose at least 7.3% in each of April, May and June before decelerating sharply to an only 0.2% rise in July — suggesting an initial wave of demand was finally being unwound as consumers reacclimatized to going back out and companies' supply chains began to catch up with demand. Similar trends have been seen in prices for airline tickets, motor vehicle insurance and apparel prices, which pulled back in July after spiking earlier in late spring and early summer.</p>\n<p>Other categories of consumer prices have seen more sustained increases, especially in food and energy prices. Other services-related areas of consumption have also seen sustained rises, with consumers returning to in-person activities like dining out at bars and restaurants and leisure traveling. The CPI's \"services less energy services\" category has on a monthly basis in every month so far in 2021 except January, mostly recently at a 0.3% clip.</p>\n<p><img src=\"https://static.tigerbbs.com/b3ba3dcdb70c21ee0f288bf7cd56e371\" tg-width=\"4949\" tg-height=\"3345\" referrerpolicy=\"no-referrer\">Muhlenberg, PA - March 18: Redner's Quick Shoppe employee Julie Zezenski and Manager Pete Ostrowski work behind the counter at the Redner's Quick Shoppe on Tuckerton Road in Muhlenberg township Thursday afternoon March 18, 2021. (Photo by Ben Hasty/MediaNews Group/Reading Eagle via Getty Images)MediaNews Group/Reading Eagle via Getty Images via Getty Images</p>\n<p>\"Although the rise in global CPI inflation earlier this year was concentrated in energy and a narrow set of goods prices linked to supply constraints, the acceleration in food prices, alongside a recent pickup in services price inflation, sends a signal that pandemic-related pressures on prices are broadening,\" JPMorgan economists Nora Szentivanyi and Bruce Kasman wrote in a note last week.</p>\n<p>\"While we believe much of this pressure will prove transitory, inflation should remain elevated through early next year, as rising food and services price inflation offsets a moderation in energy and core goods price gains,\" they added.</p>\n<p>The CPI also serves as another metric pointing to the relative stickiness or transience of inflationary pressures in the recovering economy. Its outsized increases earlier this year — along with increases in the Federal Reserve's preferred inflationary gauge, core personal consumption expenditures — have suggested to some economists that the central bank might be prudent to alter its monetary policies to stave off a sustained overheating of the economy.</p>\n<p>Federal Reserve policymakers, however, have largely stuck to the conviction that inflation will prove transitory in this economy. Central bank officials like Fed Chair Jerome Powell further suggested that a premature policy move could actually backfire by cutting short the recovery in the labor market.</p>\n<p>\"The spike in inflation is so far largely the product of a relatively narrow group of goods and services that have been directly affected by the pandemic and the reopening of the economy,\" Powell said during his speech at the central bank's Jackson Hole symposium in late August.</p>\n<p>\"Some prices — for example, for hotel rooms and airplane tickets — declined sharply during the recession and have now moved back up close to pre-pandemic levels,\" he said. \"The 12-month window we use in computing inflation now captures the rebound in prices but not the initial decline, temporarily elevating reported inflation. These effects, which are adding a few tenths to measured inflation, should wash out over time.\"</p>\n<h2>Retail sales</h2>\n<p>Another closely watched economic data report out this week will be Thursday's retail sales print from the U.S. Commerce Department.</p>\n<p>Consumer spending has retreated in recent months as a boost from stimulus checks and other government support faded compared to earlier this year. In July, retail sales fell by a worse-than-expected 1.1%, which was more than three times greater than the drop expected.</p>\n<p>The August retail sales report will capture more of the impact on spending from the latest jump in coronavirus cases, with infections related to the Delta variant's spread having picked up mid-summer. Consensus economists expect to see sales fall for a back-to-back month, dropping by 0.8% for the month.</p>\n<p>Some service-related spending already slowed in July, suggesting consumers were already going out somewhat less frequently as infections mounted. Food services and drinking places sales increase by 1.7% in July, following a 2.4% monthly gain in June.</p>\n<p>The August retail sales report, however, will not capture any impact on spending related to the national expiration of enhanced unemployment benefits. Throughout the summer, about half of U.S. states had ended pandemic-era federal jobless benefits to try and incentivize unemployed individuals to return to work. The other half of states ended these benefits by Sept. 6.</p>\n<p>Future retail sales reports for September and onward may reflect slowing sales as a result of the expiration of this aid, some economists suggested.</p>\n<p>\"Spending by the unemployed, especially low-income households, has been supported by enhanced unemployment benefits,\" Rubeela Farooqi, chief economist at High Frequency Economics, wrote in a note. \"Absent this support, spending outcomes will surely be different, especially if households are less secure about job prospects going forward.\"</p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Monthly budget statement, August (-$302.1 billion during prior month)</p></li>\n <li><p><b>Tuesday: </b>NFIB Small Business Optimism, August (99.7 during prior month); Real Average Weekly Earnings, year-over-year, August (-0.9% during prior month); Consumer Price Index, month-over-month, August (0.4% expected, 0.5% in July); Consumer Price Index excluding food and energy, month-over-month, August (0.3% expected, 0.3% in July); Consumer Price Index, year-over-year, August (5.3% expected, 5.4% in July); Consumer Price Index excluding food and energy, year-over-year (August (4.2% expected, 4.3% in August)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended September 10 (-1.9% during prior week); Empire Manufacturing, September (20.0 expected, 18.3 during prior month); Import Price Index, month-over-month, August (0.3% expected, 0.3% in July); Industrial Production, month-over-month, August (0.6% expected, 0.9% in July); Capacity Utilization, August (76.4% in August, 76.1% in July); Manufacturing Production, August (0.4% expected, 1.4% in July)</p></li>\n <li><p><b>Thursday: </b>Retail Sales Advance, month-over-month, August (-0.8% expected, -1.1% in July); Retail Sales excluding autos and gas, August (-0.5% expected, -0.7% in July); Initial jobless claims, week ended September 11; Continuing Claims, week ended September 4; Philadelphia Fed Business Outlook Index, September (20.0 expected, 19.4 in August); Business inventories, July (0.5% expected, 0.8% in June); Total Net TIC Flows, July ($31.5 billion in June); Total Long-term TIC Flows, July ($110.9 billion in June)</p></li>\n <li><p><b>Friday: </b>University of Michigan Sentiment, September preliminary (72.7 expected, 70.3 in August)</p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Oracle (ORCL) after market close</p></li>\n <li><p><b>Tuesday:</b> Lennar (LEN), FuelCell Energy (FCEL) before market open <b>&nbsp;</b></p></li>\n <li><p><b>Wednesday: </b>Weber (WEBR) before market open</p></li>\n <li><p><b>Thursday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release</i></p></li>\n</ul>","source":"yahoofinance_au","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>Retail sales, Consumer Price Index: 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\">\nRetail sales, Consumer Price Index: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 07:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/retail-sales-consumer-price-index-what-to-know-this-week-145855567.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders this week will be focused on new data on inflation and spending. Each are likely to have moderated last month after initial reopening surges in demand and price increases earlier this year.\nOn...</p>\n\n<a href=\"https://finance.yahoo.com/news/retail-sales-consumer-price-index-what-to-know-this-week-145855567.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","FCEL":"燃料电池能源","WEBR":"Weber Inc.","LEN":"莱纳建筑公司"},"source_url":"https://finance.yahoo.com/news/retail-sales-consumer-price-index-what-to-know-this-week-145855567.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166303094","content_text":"Traders this week will be focused on new data on inflation and spending. Each are likely to have moderated last month after initial reopening surges in demand and price increases earlier this year.\nOn the inflation front, the Labor Department's August Consumer Price Index (CPI) is set for release on Tuesday. The print is expected to decelerate on both a monthly and annual basis, suggesting the peak growth rates in prices for consumer goods and service may already have passed during this economic recovery.\nConsensus economists expect the broadest measure of CPI will grow 0.4% in August compared to July, and by 5.3% compared to August 2020. In July, the headline CPI grew 0.5% month-on-month and by 5.4% year-on-year, with the latter representing the fastest annual growth rate since 2008.\nExcluding more volatile food and energy prices, the CPI likely grew 0.3% month-on-month in August to match July's pace. However, on a year-over-year basis, the CPI excluding food and energy prices likely ticked down to a 4.2% rate, or a hair below July's 4.3% rate. That had, in turn, moderated from a 4.5% annual rate in June, which had marked the fastest rise since 1991.\nThe multi-year highs in consumer price increases so far this year have coincided with the broadening economic recovery, as more Americans became vaccinated and were more inclined to spend. This especially drove up prices in goods and services closely tied to renewed consumer mobility.\nUsed car and truck prices, for instances, rose at least 7.3% in each of April, May and June before decelerating sharply to an only 0.2% rise in July — suggesting an initial wave of demand was finally being unwound as consumers reacclimatized to going back out and companies' supply chains began to catch up with demand. Similar trends have been seen in prices for airline tickets, motor vehicle insurance and apparel prices, which pulled back in July after spiking earlier in late spring and early summer.\nOther categories of consumer prices have seen more sustained increases, especially in food and energy prices. Other services-related areas of consumption have also seen sustained rises, with consumers returning to in-person activities like dining out at bars and restaurants and leisure traveling. The CPI's \"services less energy services\" category has on a monthly basis in every month so far in 2021 except January, mostly recently at a 0.3% clip.\nMuhlenberg, PA - March 18: Redner's Quick Shoppe employee Julie Zezenski and Manager Pete Ostrowski work behind the counter at the Redner's Quick Shoppe on Tuckerton Road in Muhlenberg township Thursday afternoon March 18, 2021. (Photo by Ben Hasty/MediaNews Group/Reading Eagle via Getty Images)MediaNews Group/Reading Eagle via Getty Images via Getty Images\n\"Although the rise in global CPI inflation earlier this year was concentrated in energy and a narrow set of goods prices linked to supply constraints, the acceleration in food prices, alongside a recent pickup in services price inflation, sends a signal that pandemic-related pressures on prices are broadening,\" JPMorgan economists Nora Szentivanyi and Bruce Kasman wrote in a note last week.\n\"While we believe much of this pressure will prove transitory, inflation should remain elevated through early next year, as rising food and services price inflation offsets a moderation in energy and core goods price gains,\" they added.\nThe CPI also serves as another metric pointing to the relative stickiness or transience of inflationary pressures in the recovering economy. Its outsized increases earlier this year — along with increases in the Federal Reserve's preferred inflationary gauge, core personal consumption expenditures — have suggested to some economists that the central bank might be prudent to alter its monetary policies to stave off a sustained overheating of the economy.\nFederal Reserve policymakers, however, have largely stuck to the conviction that inflation will prove transitory in this economy. Central bank officials like Fed Chair Jerome Powell further suggested that a premature policy move could actually backfire by cutting short the recovery in the labor market.\n\"The spike in inflation is so far largely the product of a relatively narrow group of goods and services that have been directly affected by the pandemic and the reopening of the economy,\" Powell said during his speech at the central bank's Jackson Hole symposium in late August.\n\"Some prices — for example, for hotel rooms and airplane tickets — declined sharply during the recession and have now moved back up close to pre-pandemic levels,\" he said. \"The 12-month window we use in computing inflation now captures the rebound in prices but not the initial decline, temporarily elevating reported inflation. These effects, which are adding a few tenths to measured inflation, should wash out over time.\"\nRetail sales\nAnother closely watched economic data report out this week will be Thursday's retail sales print from the U.S. Commerce Department.\nConsumer spending has retreated in recent months as a boost from stimulus checks and other government support faded compared to earlier this year. In July, retail sales fell by a worse-than-expected 1.1%, which was more than three times greater than the drop expected.\nThe August retail sales report will capture more of the impact on spending from the latest jump in coronavirus cases, with infections related to the Delta variant's spread having picked up mid-summer. Consensus economists expect to see sales fall for a back-to-back month, dropping by 0.8% for the month.\nSome service-related spending already slowed in July, suggesting consumers were already going out somewhat less frequently as infections mounted. Food services and drinking places sales increase by 1.7% in July, following a 2.4% monthly gain in June.\nThe August retail sales report, however, will not capture any impact on spending related to the national expiration of enhanced unemployment benefits. Throughout the summer, about half of U.S. states had ended pandemic-era federal jobless benefits to try and incentivize unemployed individuals to return to work. The other half of states ended these benefits by Sept. 6.\nFuture retail sales reports for September and onward may reflect slowing sales as a result of the expiration of this aid, some economists suggested.\n\"Spending by the unemployed, especially low-income households, has been supported by enhanced unemployment benefits,\" Rubeela Farooqi, chief economist at High Frequency Economics, wrote in a note. \"Absent this support, spending outcomes will surely be different, especially if households are less secure about job prospects going forward.\"\nEconomic calendar\n\nMonday: Monthly budget statement, August (-$302.1 billion during prior month)\nTuesday: NFIB Small Business Optimism, August (99.7 during prior month); Real Average Weekly Earnings, year-over-year, August (-0.9% during prior month); Consumer Price Index, month-over-month, August (0.4% expected, 0.5% in July); Consumer Price Index excluding food and energy, month-over-month, August (0.3% expected, 0.3% in July); Consumer Price Index, year-over-year, August (5.3% expected, 5.4% in July); Consumer Price Index excluding food and energy, year-over-year (August (4.2% expected, 4.3% in August)\nWednesday: MBA Mortgage Applications, week ended September 10 (-1.9% during prior week); Empire Manufacturing, September (20.0 expected, 18.3 during prior month); Import Price Index, month-over-month, August (0.3% expected, 0.3% in July); Industrial Production, month-over-month, August (0.6% expected, 0.9% in July); Capacity Utilization, August (76.4% in August, 76.1% in July); Manufacturing Production, August (0.4% expected, 1.4% in July)\nThursday: Retail Sales Advance, month-over-month, August (-0.8% expected, -1.1% in July); Retail Sales excluding autos and gas, August (-0.5% expected, -0.7% in July); Initial jobless claims, week ended September 11; Continuing Claims, week ended September 4; Philadelphia Fed Business Outlook Index, September (20.0 expected, 19.4 in August); Business inventories, July (0.5% expected, 0.8% in June); Total Net TIC Flows, July ($31.5 billion in June); Total Long-term TIC Flows, July ($110.9 billion in June)\nFriday: University of Michigan Sentiment, September preliminary (72.7 expected, 70.3 in August)\n\nEarnings calendar\n\nMonday: Oracle (ORCL) after market close\nTuesday: Lennar (LEN), FuelCell Energy (FCEL) before market open  \nWednesday: Weber (WEBR) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816237568,"gmtCreate":1630503357554,"gmtModify":1676530322173,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/816237568","repostId":"1164762355","repostType":4,"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141714255,"gmtCreate":1625891561877,"gmtModify":1703750578450,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/141714255","repostId":"1177397700","repostType":4,"repost":{"id":"1177397700","pubTimestamp":1625876446,"share":"https://ttm.financial/m/news/1177397700?lang=&edition=fundamental","pubTime":"2021-07-10 08:20","market":"us","language":"en","title":"Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177397700","media":"Barrons","summary":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.Now that Facebook  has earned access—its market cap was down slightly by the end of the week, to ","content":"<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.</p>\n<p>Now that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.</p>\n<p>There’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by&nbsp;Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and&nbsp;Visa(V).</p>\n<p>We’ve covered all of those stocks closely at&nbsp;Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review &amp; Preview newsletter.</p>\n<p>A few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and&nbsp;JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While&nbsp;Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.</p>\n<p>I’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.</p>\n<p>The business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.</p>\n<p>While the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.</p>\n<p><img src=\"https://static.tigerbbs.com/ed700f7a7812c0bf7b9b205ad99c33e7\" tg-width=\"872\" tg-height=\"769\" referrerpolicy=\"no-referrer\"></p>\n<p>I asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&amp;P information technology, as a percent of overall S&amp;P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”</p>\n<p>Right now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.</p>\n<p>Tech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&amp;P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&amp;P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).</p>\n<p>Tech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.</p>\n<p>On Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.</p>\n<p>By now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963cb5c585db8df9615cd98e0bbd4bbc\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><span>A room at the F8 Developers Conference in San Jose, Calif.</span></p>\n<p>Privacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.</p>\n<p>For now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.</p>\n<p>It’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.</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\">\nWhich Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the ...</p>\n\n<a href=\"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA\">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","AMZN":"亚马逊","TSM":"台积电","BABA":"阿里巴巴","JPM":"摩根大通","WMT":"沃尔玛","GOOGL":"谷歌A","UNH":"联合健康","V":"Visa","AAPL":"苹果","TSLA":"特斯拉","NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177397700","content_text":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.\nNow that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.\nThere’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and Visa(V).\nWe’ve covered all of those stocks closely at Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review & Preview newsletter.\nA few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.\nI’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.\nThe business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.\nWhile the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.\n\nI asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&P information technology, as a percent of overall S&P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”\nRight now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.\nTech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).\nTech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.\nOn Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.\nBy now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.\nA room at the F8 Developers Conference in San Jose, Calif.\nPrivacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.\nFor now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.\nIt’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151988796,"gmtCreate":1625061767215,"gmtModify":1703735153840,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/151988796","repostId":"1102107523","repostType":4,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173506944,"gmtCreate":1626666878388,"gmtModify":1703763007842,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173506944","repostId":"1111084715","repostType":4,"repost":{"id":"1111084715","pubTimestamp":1626649255,"share":"https://ttm.financial/m/news/1111084715?lang=&edition=fundamental","pubTime":"2021-07-19 07:00","market":"us","language":"en","title":"Netflix, AT&T, Snap, Chipotle, Twitter, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1111084715","media":"Barrons","summary":"Second-quarter earnings season picks up this week, as 76 S&P 500 companies are scheduled to report. ","content":"<p>Second-quarter earnings season picks up this week, as 76 S&amp;P 500 companies are scheduled to report. <a href=\"https://laohu8.com/S/IBM\">IBM</a> and J.B. Hunt Transport Services will be Monday’s highlights, followed by Netflix, Chipotle Mexican Grill, Halliburton, Intuitive Surgical, and United Airlines Holdings on Tuesday.</p>\n<p>Wednesday will be busy, with SAP, Coca-Cola, Johnson &amp; Johnson, Texas Instruments, and Verizon Communications all releasing results. AT&amp;T, <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>, Biogen, Snap, American Airlines Group, Intel, and Southwest Airlines go next on Thursday, before American <a href=\"https://laohu8.com/S/EXPR\">Express</a>, Honeywell International, and Schlumberger close the week on Friday.</p>\n<p>The economic calendar this week will bring plenty of data on the state of the U.S. housing market. On Monday, the National Association of Home Builders releases its NAHB/ Wells Fargo Housing Market Index for July, followed by the Census Bureau’s new residential construction data for June on Tuesday. Then, on Thursday, the National Association of Realtors reports existing-home sales for June. Economists on average expect a still robust housing market, but one that’s less explosively growing than earlier this year.</p>\n<p><img src=\"https://static.tigerbbs.com/7e83f1e4a91566400a5dd6174a1f8ecc\" tg-width=\"1564\" tg-height=\"662\" referrerpolicy=\"no-referrer\"></p>\n<p>Monday 7/19</p>\n<p>IBM, J.B. Hunt Transport Services, PPG Industries, Prologis, Tractor Supply, and Zions Bancorp report quarterly results.</p>\n<p>L Brands holds a conference call to discuss the spinoff of its Victoria’s Secret brand. The new company, to be called Victoria’s Secret, is expected to trade under the ticker VSCO on the New York Stock Exchange in early August. The remaining company will be renamed Bath &amp; Body Works, and also have a new stock symbol, BBWI.</p>\n<p>The National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for July. Consensus estimate is for an 82 reading, slightly higher than the June data. Home builders remain quite bullish on the housing market, but the June figure was the lowest since August 2020, amid rising materials prices and supply-chain shortages.</p>\n<p>Tuesday 7/20</p>\n<p>Chipotle Mexican Grill, <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a>, Halliburton, HCA Healthcare, Intuitive Surgical, <a href=\"https://laohu8.com/S/KEY\">KeyCorp</a>, Netflix, Philip Morris International, <a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a>, Travelers, and United Airlines Holdings announce earnings.</p>\n<p>The Census Bureau reports new residential construction data for June. Economists forecast a seasonally adjusted annual rate of 1.6 million housing starts, slightly more than the June figure.</p>\n<p>Wednesday 7/21</p>\n<p>Anthem, ASML Holding, Baker Hughes, Coca-Cola, Crown Castle International, CSX, Johnson &amp; Johnson, Nasdaq, Northern Trust, Novartis, SAP, Seagate Technology Holdings, Texas Instruments, and Verizon Communications release quarterly results.</p>\n<p>Thursday 7/22</p>\n<p>The NAR reports existing-home sales for June. Economists forecast a seasonally adjusted annual rate of 5.8 million, matching the May figure. Existing-home sales have declined for four consecutive months.</p>\n<p>Abbott Laboratories, American Airlines Group, AT&amp;T, Biogen, Capital One Financial, D.R. Horton, Danaher, Intel, Marsh &amp; McLennan, Newmont, Nucor, Snap, Southwest Airlines, Twitter, and Union Pacific hold conference calls to discuss earnings.</p>\n<p>The Conference Board releases its Leading Economic Index for June. Consensus estimate is for a 1.1% month-over-month increase, after a 1.3% rise in May. The LEI has now surpassed its previous peak from January 2020.</p>\n<p>The European Central Bank announces its monetary-policy decision. The central bank is widely expected to keep its key short-term interest rate unchanged at negative 0.5%. The ECB recently changed its inflation goal to 2% over the medium term instead of targeting inflation of close to, but below, 2%.</p>\n<p>Friday 7/23</p>\n<p>American Express, Honeywell International, Kimberly-Clark, NextEra Energy, and Schlumberger report quarterly results.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Netflix, AT&T, Snap, Chipotle, Twitter, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNetflix, AT&T, Snap, Chipotle, Twitter, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/netflix-at-t-snap-chipotle-twitter-and-other-stocks-for-investors-to-watch-this-week-51626634814?mod=hp_LEAD_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Second-quarter earnings season picks up this week, as 76 S&P 500 companies are scheduled to report. IBM and J.B. Hunt Transport Services will be Monday’s highlights, followed by Netflix, Chipotle ...</p>\n\n<a href=\"https://www.barrons.com/articles/netflix-at-t-snap-chipotle-twitter-and-other-stocks-for-investors-to-watch-this-week-51626634814?mod=hp_LEAD_3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","ISBC":"投资者银行",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/netflix-at-t-snap-chipotle-twitter-and-other-stocks-for-investors-to-watch-this-week-51626634814?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111084715","content_text":"Second-quarter earnings season picks up this week, as 76 S&P 500 companies are scheduled to report. IBM and J.B. Hunt Transport Services will be Monday’s highlights, followed by Netflix, Chipotle Mexican Grill, Halliburton, Intuitive Surgical, and United Airlines Holdings on Tuesday.\nWednesday will be busy, with SAP, Coca-Cola, Johnson & Johnson, Texas Instruments, and Verizon Communications all releasing results. AT&T, Twitter, Biogen, Snap, American Airlines Group, Intel, and Southwest Airlines go next on Thursday, before American Express, Honeywell International, and Schlumberger close the week on Friday.\nThe economic calendar this week will bring plenty of data on the state of the U.S. housing market. On Monday, the National Association of Home Builders releases its NAHB/ Wells Fargo Housing Market Index for July, followed by the Census Bureau’s new residential construction data for June on Tuesday. Then, on Thursday, the National Association of Realtors reports existing-home sales for June. Economists on average expect a still robust housing market, but one that’s less explosively growing than earlier this year.\n\nMonday 7/19\nIBM, J.B. Hunt Transport Services, PPG Industries, Prologis, Tractor Supply, and Zions Bancorp report quarterly results.\nL Brands holds a conference call to discuss the spinoff of its Victoria’s Secret brand. The new company, to be called Victoria’s Secret, is expected to trade under the ticker VSCO on the New York Stock Exchange in early August. The remaining company will be renamed Bath & Body Works, and also have a new stock symbol, BBWI.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for July. Consensus estimate is for an 82 reading, slightly higher than the June data. Home builders remain quite bullish on the housing market, but the June figure was the lowest since August 2020, amid rising materials prices and supply-chain shortages.\nTuesday 7/20\nChipotle Mexican Grill, Citizens Financial Group, Halliburton, HCA Healthcare, Intuitive Surgical, KeyCorp, Netflix, Philip Morris International, Synchrony Financial, Travelers, and United Airlines Holdings announce earnings.\nThe Census Bureau reports new residential construction data for June. Economists forecast a seasonally adjusted annual rate of 1.6 million housing starts, slightly more than the June figure.\nWednesday 7/21\nAnthem, ASML Holding, Baker Hughes, Coca-Cola, Crown Castle International, CSX, Johnson & Johnson, Nasdaq, Northern Trust, Novartis, SAP, Seagate Technology Holdings, Texas Instruments, and Verizon Communications release quarterly results.\nThursday 7/22\nThe NAR reports existing-home sales for June. Economists forecast a seasonally adjusted annual rate of 5.8 million, matching the May figure. Existing-home sales have declined for four consecutive months.\nAbbott Laboratories, American Airlines Group, AT&T, Biogen, Capital One Financial, D.R. Horton, Danaher, Intel, Marsh & McLennan, Newmont, Nucor, Snap, Southwest Airlines, Twitter, and Union Pacific hold conference calls to discuss earnings.\nThe Conference Board releases its Leading Economic Index for June. Consensus estimate is for a 1.1% month-over-month increase, after a 1.3% rise in May. The LEI has now surpassed its previous peak from January 2020.\nThe European Central Bank announces its monetary-policy decision. The central bank is widely expected to keep its key short-term interest rate unchanged at negative 0.5%. The ECB recently changed its inflation goal to 2% over the medium term instead of targeting inflation of close to, but below, 2%.\nFriday 7/23\nAmerican Express, Honeywell International, Kimberly-Clark, NextEra Energy, and Schlumberger report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186336663,"gmtCreate":1623472733252,"gmtModify":1704204625362,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/186336663","repostId":"2142204074","repostType":4,"repost":{"id":"2142204074","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":1623441637,"share":"https://ttm.financial/m/news/2142204074?lang=&edition=fundamental","pubTime":"2021-06-12 04:00","market":"us","language":"en","title":"S&P ekes out gains to close languid week","url":"https://stock-news.laohu8.com/highlight/detail?id=2142204074","media":"Reuters","summary":"NEW YORK, June 11  - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th","content":"<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</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>S&P ekes out gains to close languid week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P ekes out gains to close languid week\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\">2021-06-12 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, June 11 (Reuters) - The S&amp;P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.</p>\n<p>Economically sensitive smallcaps and transports&nbsp;notched solid gains, outperforming the broader market.</p>\n<p>For the week, the S&amp;P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.</p>\n<p>But the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.</p>\n<p>\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"</p>\n<p>\"So, investors are going to wait until earnings season.\"</p>\n<p>The Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.</p>\n<p>Investors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.</p>\n<p>\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.</p>\n<p>Benchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.</p>\n<p>The Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's</p>\n<p>Alzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.</p>\n<p>Biogen shares, along with the broader healthcare sector&nbsp;ended the session lower.</p>\n<p>Unofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&amp;P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite&nbsp;added 49.09 points, or 0.35%, to 14,069.42.</p>\n<p>Among the 11 major sectors in the S&amp;P 500, healthcare suffered the biggest percentage drop.</p>\n<p>Much of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.</p>\n<p>But meme stock moves were more muted on Friday, with AMC Entertainment outperforming.</p>\n<p>(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","QID":"纳指两倍做空ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","PSQ":"纳指反向ETF","OEF":"标普100指数ETF-iShares","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","SDS":"两倍做空标普500ETF",".DJI":"道琼斯","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","DOG":"道指反向ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142204074","content_text":"NEW YORK, June 11 (Reuters) - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.\nEconomically sensitive smallcaps and transports notched solid gains, outperforming the broader market.\nFor the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.\nBut the indexes have been range-bound, with few catalysts to move investor sentiment. Much of the focus centered on Thursday's consumer price data, which eased jitters over the duration of the current inflation wave.\n\"It’s a muted day today,\" Oliver Pursche, senior vice president at Wealthspire Advisors, in New York. \"The summer is settling in, people are slipping out of work early and there’s nothing in the news that’s going to materially drive the market in either direction.\"\n\"So, investors are going to wait until earnings season.\"\nThe Federal Reserve has repeatedly said that near-term price surges will not metastasize into lasting inflation, an assertion reflected in the University of Michigan's Consumer Sentiment report released on Friday, which showed inflation expectations easing from last month's spike.\nInvestors now turn their attention to the Fed's statement at the conclusion of next week's two-day monetary policy meeting, which will be parsed for clues regarding the central bank's timetable for raising key interest rates.\n\"Our view continues to be that inflationary data is transient and we will be around the 2% mark for the year,\" Pursche added.\nBenchmark U.S. Treasury yields posted their biggest weekly drop in nearly a year, weighing on the interest-sensitive financial sector in recent sessions.\nThe Food and Drug Administration is facing mounting criticism over its \"accelerated approval\" of Biogen Inc's\nAlzheimer's drug Aduhelm without strong evidence of its ability to combat the disease.\nBiogen shares, along with the broader healthcare sector ended the session lower.\nUnofficially, the Dow Jones Industrial Average rose 14.41 points, or 0.04%, to 34,480.65, the S&P 500 gained 8.29 points, or 0.20%, to 4,247.47 and the Nasdaq Composite added 49.09 points, or 0.35%, to 14,069.42.\nAmong the 11 major sectors in the S&P 500, healthcare suffered the biggest percentage drop.\nMuch of the trading volume this week was attributable to the ongoing social media-driven \"meme stock\" phenomenon, in which retail investors swarm around heavily shorted stocks.\nBut meme stock moves were more muted on Friday, with AMC Entertainment outperforming.\n(Reporting by Stephen Culp in New York Additional reporting by Ambar Warrick and Devik Jain in Bengaluru Editing by Matthew Lewis and Cynthia Osterman)","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148734478,"gmtCreate":1626015704894,"gmtModify":1703751965515,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148734478","repostId":"1166379040","repostType":4,"repost":{"id":"1166379040","pubTimestamp":1625968800,"share":"https://ttm.financial/m/news/1166379040?lang=&edition=fundamental","pubTime":"2021-07-11 10:00","market":"us","language":"en","title":"Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform","url":"https://stock-news.laohu8.com/highlight/detail?id=1166379040","media":"CNBC","summary":"KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before ne","content":"<div>\n<p>KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple AirPod batteries are almost impossible to replace, showing the need for right-to-repair reform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-11 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/07/10/apple-airpod-battery-life-problem-shows-need-for-right-to-repair-laws.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1166379040","content_text":"KEY POINTS\n\nOwners have noticed that Apple AirPods eventually will last only an hour or so before needing to be recharged, compared to their four-to-five-hour battery life out of the box.\nBut it’s almost impossible to replace the battery at home because AirPods are tiny, packed with components, and hard to take apart.\nA new startup called PodSwap is aiming to make it easier to repair AirPods and keep them out of landfills or recycling plants, but its challenges show the need for right-to-repair laws.\n\nWhen AirPods were first released in 2016, they were a marvel of miniaturization.\nTo ditch cords and go wireless,Apple packed several chips, microphones and speakers into each headphone, which weigh about 4 grams. Without a cord, the earbud gets its power from a tiny cylindrical battery that has about 1% of the capacity of an iPhone’s battery.\nBut lithium-ion batteries, like those used by the AirPods, wear out the more they are used.\nSome owners have noticed that, after a few years, used AirPods eventually will last only an hour or so before needing to be recharged -- a big decay from the four-to-five-hour battery life they have when new. Because each AirPod is so small and so tightly packed into its housing, it’s almost impossible to swap out the old battery for a new one. Most people give up and just buy a new pair.\nThe limited lifespan of AirPods is exactly the kind of problem that the “right-to-repair” movement wants to fix. Repair shops and lobbyists that support repair reform want lawmakers to implement a variety of rules, including increased access to manuals and official parts and consumer protections around warranties.\nBut one of their most important requests is for companies to design products with repair in mind, instead of packing gadgets with unlabeled parts and sticking them together with glue, forcing users to use a knife to take them apart.\nThis desire puts repair advocates at odds with hardware companies like Apple, whose business models depend on customers upgrading to the latest model every few years. When Apple offered cheap iPhone battery repairs a few years ago, it hurt sales as consumers were able to hang on to their old phones for longer instead of upgrading. Apple also charges customers for repairs and extended warranties.\n“We design our products for durability in order to minimize the need for repair,” Apple wrote in an environmental report earlier this year. “But in the instance a repair is needed, we believe our customers should have convenient access to safe and reliable repair services, to get their product back up and running as quickly as possible.”\nThe right-to-repair movement gains steam\nPolicymakers have started to engage more closely with right-to-repair advocates in recent years. State-level bills have been introduced in a majority of states, but electronics companies have lobbied against them and none have passed.\nIn May, the Federal Trade Commission released a 56-page report on repair restrictions, concluding that repair restrictions have “steered consumers into manufacturers’ repair networks or to replace products before the end of their useful lives” — exactly the problem users are running into with their AirPods.\nThe Biden administration on Friday ordered the FTC to write new regulations targeted at limiting manufacturers’ ability to hamper independent or do-it-yourself repairs as part of a sweeping executive order. New repair rules have not yet been drafted.\n“Tech and other companies impose restrictions on self and third-party repairs, making repairs more costly and time-consuming, such as by restricting the distribution of parts, diagnostics, and repair tools,” the White House wrote in a fact sheet about the order on Friday, linking to a story about fixing Apple products. Apple declined to comment on the White House executive order.\nThe FTC has not said what it plans to do, but repair advocates want a few key policy changes, as detailed in its May report. They want companies to be required to make official replacement parts available. They want access to tools that could make repairs easier without reverse-engineering the tools or parts themselves. And ultimately, they want products to be designed with longer lifespans.\nApple is not the only company that would be affected by these policies. Much of the recent pressure is on medical device companies and tractor manufacturers. But given Apple’s ubiquity, it has become a poster child for repair, especially because it promotes its environmental efforts as a corporate value.\nApple has launched a program it calls the “Independent Repair Program” which gives repair shops the option to enter into a certification process and contract with Apple in order to get access to authentic Apple parts, tools and manuals.\nApple has also reduced the price of its battery replacement for iPhones, and recent models have been designed to make it easier to replace a battery or cracked screen, according to iFixit. Plus, compared to other consumer electronics companies, Apple has a large existing network of stores and authorized repair shops.\nStill, many Apple products remain challenging to repair at home or as a business with no contact with Apple.\nThe only AirPods battery replacement company\niFixit, a company that provides disassembly instructions and sells replacement parts for gadgets, gives AirPods models a score of zero out of 10 for repairability. According to iFixit, repairing these earbuds involves soldering, hot air guns and slicing through glue — that is, if replacement battery parts are even available. In the end, a would-be home repairer would have to put the four-gram computer back together again.\nApple provides “battery service” for AirPods, at the cost of $49 per earbud. But functionally, Apple simply gives you a replacement pair, and the old earbuds are recycled. It’s not a repair, it’s a replacement. And it’s expensive. AirPods originally cost $159, so opting for battery service costs more than half of the price of a new pair.\nApple sold about 72.8 million AirPods units in 2020, according to a CounterPoint research estimate, so tens of millions of consumers will face the same lack of choice in the coming years.\nPodSwap is a Miami company founded by Emma Stritzinger and Emily Alpert which aims to keep AirPods “out of the landfill.” They’re not associated with Apple.\nThey believe they’re the only company performing AirPod battery replacements, although other companies “refurbish” old AirPods, the founders told CNBC. The company was formed after the founders experienced dying AirPods themselves and thought that upgrading or replacing them would be wasteful and impractical.\nI recently replaced a pair of AirPods that were only holding a charge for 45 minutes -- too short to complete a phone call. I paid $59 on PodSwap’s Shopify site and a few days later received a replacement pair of AirPods with new batteries. They weren’t my old AirPods, they were another set that had their batteries replaced.\nAlong with those new pods, PodSwap includes a box and a return label. It wants your old AirPods back. It then cleans and sanitizes the old pair, puts in new batteries and sends them out to the next person who wants to change the battery in their old AirPods.\nBut PodSwap faces many challenges that show why repair advocates want new rules. Alpert said the design of the AirPod makes it challenging for repair shops or companies like theirs to do a lot of battery replacements. PodSwap’s process uses both robotics and manual labor, the founders said.\n“The process was developed through trial and error and a large number of units were ‘sacrificed’ and ultimately recycled. One major challenge we faced was overcoming the uniqueness of this product. Each AirPod is assembled with slight differences, which creates complexity in the disassembly,” Alpert said.\nPodSwap plans to soon offer service for the AirPods Pro, a newer model that costs $249 and are, surprisingly, powered by a standard-sized coin battery.\nBut the AirPods Pro have many of the same problems as the first model — tight tolerances, potential damage while taking them apart, a lack of replacement parts, and a design that suggests the product was always designed to last a limited time.\n“We have found the AirPods Pro’s batteries to be more difficult to replace,” Alpert said. “The ergonomic design and tight unforgiving tolerances make it exceptionally challenging to replace the batteries repeatedly, with a high degree of efficiency.”\nPodSwap wasn’t totally seamless for me — I got sent a combination of “first generation” and “second generation” AirPods. They caused my iPhone to send error messages, but I sent an email to PodSwap and a day or two later I got a second replacement set, which worked.\nAfter that, I sent my first replacement set and my old AirPods back. The AirPods I received look and work like new.\nI plan on trying to get another four years out of them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141133228,"gmtCreate":1625841371864,"gmtModify":1703749701921,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"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/141133228","repostId":"1166454239","repostType":4,"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9000645939,"gmtCreate":1640179754214,"gmtModify":1676533505081,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Okygtjdyfyhdt","listText":"Okygtjdyfyhdt","text":"Okygtjdyfyhdt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9000645939","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124650292,"gmtCreate":1624763473316,"gmtModify":1703844686686,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124650292","repostId":"2146070550","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122287672,"gmtCreate":1624623431596,"gmtModify":1703841959375,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122287672","repostId":"1116076888","repostType":4,"repost":{"id":"1116076888","pubTimestamp":1624612129,"share":"https://ttm.financial/m/news/1116076888?lang=&edition=fundamental","pubTime":"2021-06-25 17:08","market":"us","language":"en","title":"Why Tesla stock is getting left in Ford's and GM's dust","url":"https://stock-news.laohu8.com/highlight/detail?id=1116076888","media":"cnn","summary":"New York Tesla had a stellar 2020: The electric car maker was added to the S&P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.Tesla  shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand thei","content":"<p>New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&amp;P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.</p>\n<p>Tesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.</p>\n<p>Ford (F) stock is up nearly 75%, putting it in the top 10 of the S&amp;P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.</p>\n<p>And GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.</p>\n<p>It seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.</p>\n<p>Tesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.</p>\n<p>Yet Tesla is one of the most polarizing stocks on Wall Street.</p>\n<p>According to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.</p>\n<p><b>Skeptics have many questions about Tesla and Musk</b></p>\n<p>The consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.</p>\n<p>Tesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.</p>\n<p>And Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.</p>\n<p>Still, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.</p>\n<p>For example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.</p>\n<p>The Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.</p>\n<p>The stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.</p>\n<p>So even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.</p>\n<p>Tesla is nothing if not volatile.</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>Why Tesla stock is getting left in Ford's and GM's dust</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla stock is getting left in Ford's and GM's dust\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 17:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/06/24/investing/tesla-stock-ford-gm/index.html><strong>cnn</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company ...</p>\n\n<a href=\"https://edition.cnn.com/2021/06/24/investing/tesla-stock-ford-gm/index.html\">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://edition.cnn.com/2021/06/24/investing/tesla-stock-ford-gm/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116076888","content_text":"New York (CNN Business)Tesla had a stellar 2020: The electric car maker was added to the S&P 500 and the stock surged an electrifying 743%. But some investors have pulled the plug on the company lately.\nTesla (TSLA) shares are nearly 25% below their all-time high set earlier in the year, and down 2% for 2021 to date -— a time when traditional automakers are surging as they ramp up electric vehicle ambitions.\nFord (F) stock is up nearly 75%, putting it in the top 10 of the S&P 500 in 2021. The company unveiled its electric F-150 Lightning truck last month and also told investors that it now expects electric vehicles to account for 40% of global sales by 2030.\nAnd GM (GM) is up more than 40% as well. The Chevrolet, Buick and Cadillac maker said this month that it's looking to spend a whopping $35 billion on EVs by 2025.\nIt seems investors are a bit infatuated with these legacy Big 3 automakers as they look to rapidly expand their electric car offerings to catch up with Tesla.\nTesla is still growing incredibly quickly. Analysts expect earnings per share to more than double this year and increase at an average rate of about 45% annually over the next few years.\nYet Tesla is one of the most polarizing stocks on Wall Street.\nAccording to Refinitiv, 14 analysts have the stock rated a \"buy,\" 13 a \"hold\" and 10 a \"sell.\" Contrast that with GM, which has 20 buy ratings, two holds and no sells.\nSkeptics have many questions about Tesla and Musk\nThe consensus target price for Tesla stock from analysts is $652, about 6% lower than its current price.\nTesla critics have a pile of worries to point to. A notable short seller who was featured in \"The Big Short\" is betting against the company. Concerns about Tesla's management bench sprung up after longtime executive Jerome Guillen abruptly left earlier this month — especially since CEO Elon Musk is also busy running SpaceX.\nAnd Musk's obsession with bitcoin and dogecoin, along with other extracurricular activities like hosting Saturday Night Live and constantly tweeting, might be a turnoff for some investors and analysts.\nStill, there is no denying that the company has plenty of ardent fans, and its vehicles have grabbed plenty of positive headlines this week alone.\nFor example, Cars.com (CARS) announced earlier this week that Tesla's Model 3 was ranked first in its American-Made Index, which measures how much a vehicle contributes to the US economy based on factors such as domestic factory jobs, manufacturing plants and parts sourcing.\nThe Model 3 edged out Ford's Mustang for the top spot, and Tesla's Model Y also ranked third on the list. Shares of Tesla rallied more than 5% Wednesday following the news.\nThe stock gained even more ground Thursday after Musk tweeted the night before that Tesla investors might get preferential treatment to buy shares of SpaceX-owned Starlink if SpaceX eventually decides to spin off the satellite internet service in a few years.\nSo even though Tesla's stock is still in the red this year, shares have quickly clawed back much of their 2021 losses after a more than 12% surge in the past five days.\nTesla is nothing if not volatile.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180733240,"gmtCreate":1623226158480,"gmtModify":1704198731333,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180733240","repostId":"1133174841","repostType":2,"repost":{"id":"1133174841","pubTimestamp":1623078982,"share":"https://ttm.financial/m/news/1133174841?lang=&edition=fundamental","pubTime":"2021-06-07 23:16","market":"us","language":"en","title":"Palantir Is Sandbagging Growth Projections","url":"https://stock-news.laohu8.com/highlight/detail?id=1133174841","media":"seekingalpha","summary":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth project","content":"<p><b>Summary</b></p>\n<ul>\n <li>First, I look at Palantir's price action this year.</li>\n <li>Second, I examine PLTR's growth projections.</li>\n <li>Third, I provide an overview of price-to-sales in PLTR's peer group.</li>\n <li>Lastly, I give my thoughts on price projections out through 2025.</li>\n</ul>\n<p>First, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.</p>\n<p><b>Rollercoaster</b></p>\n<p>Here's what's happened thus far in 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/8db04b39e358c9cdec5bc2d02251bd13\" tg-width=\"635\" tg-height=\"403\" referrerpolicy=\"no-referrer\">The summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.</p>\n<p>Now, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.</p>\n<p><img src=\"https://static.tigerbbs.com/5563cce1afd961f1fe70a3ad7af88891\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">Here I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?</p>\n<p><img src=\"https://static.tigerbbs.com/804f2c567c89bab14a62ee5b333631bb\" tg-width=\"635\" tg-height=\"419\" referrerpolicy=\"no-referrer\">This is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -<i>like me</i>- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.</p>\n<p>In any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.</p>\n<p>Here's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.</p>\n<p>Nevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.</p>\n<p>There Is a Disturbance in the Force</p>\n<p>I'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:</p>\n<p><img src=\"https://static.tigerbbs.com/56383c3eaaea1d58abb1307e4fde30c6\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\">Source:PLTR Q4 Business Update Presentation</p>\n<p>See the numbers there?<i>Revenue of $4 billion or more in 2025</i>.</p>\n<p>We also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.</p>\n<p>Those numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.</p>\n<p>First, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,040 million (30% growth)</li>\n <li>2023 = $1,350 million (30% growth)</li>\n <li>2024 = $1,760 million (30% growth)</li>\n <li>2025 = $2,300 million (30% growth)</li>\n</ul>\n<p>In other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,120 million (40% growth)</li>\n <li>2023 = $1,570 million (40% growth)</li>\n <li>2024 = $2,195 million (40% growth)</li>\n <li>2025 = $3,070 million (40% growth)</li>\n</ul>\n<p>Once again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.</p>\n<p>What happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.</p>\n<ul>\n <li>2021 = $800 million</li>\n <li>2022 = $1,200 million (49% growth)</li>\n <li>2023 = $1,776 million (49% growth)</li>\n <li>2024 = $2,246 million (49% growth)</li>\n <li>2025 = $3,943 million (49% growth)</li>\n</ul>\n<p>Hopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.</p>\n<p>Again, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,<i>PLTR is going to have to grow by 50% every year</i>, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.</p>\n<p>I don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.</p>\n<p>Peers and Price</p>\n<p>Here we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.</p>\n<p>What I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.</p>\n<p>Additionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonable<i>comparisons</i>for the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:</p>\n<ul>\n <li>Snowflake (SNOW)</li>\n <li>Alteryx (AYX)</li>\n <li>Datadog (DDOG)</li>\n <li>Salesforce (CRM)</li>\n <li>Splunk (SPLK)</li>\n</ul>\n<p>It's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer that<i>none of them would be a true direct peer</i>. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.</p>\n<p>Now, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.</p>\n<p><img src=\"https://static.tigerbbs.com/c77f9e680346dc75cdad7e6073ba1c40\" tg-width=\"635\" tg-height=\"487\">Being really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.</p>\n<p>I believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.</p>\n<p>In a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.</p>\n<p>Here's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.</p>\n<p><img src=\"https://static.tigerbbs.com/20e55c201426815f58f411103f705b88\" tg-width=\"635\" tg-height=\"453\">This makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $31 (30% growth)</li>\n <li>2023 = $41 (30% growth)</li>\n <li>2024 = $52 (30% growth)</li>\n <li>2025 = $69 (30% growth)</li>\n</ul>\n<p>Now, let's juice the growth to 40%.</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $34 (40% growth)</li>\n <li>2023 = $47 (40% growth)</li>\n <li>2024 = $66 (40% growth)</li>\n <li>2025 = $92 (40% growth)</li>\n</ul>\n<p>I still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:</p>\n<ul>\n <li>Today = $24</li>\n <li>2022 = $36 (50% growth)</li>\n <li>2023 = $54 (50% growth)</li>\n <li>2024 = $81 (50% growth)</li>\n <li>2025 = $122 (50% growth)</li>\n</ul>\n<p><b>Perspective Is Everything</b></p>\n<p>Clearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.</p>\n<p>In the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.</p>\n<p>And finally, what I'm seeing indicates that<i>PLTR is sandbagging on growth</i>, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.</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>Palantir Is Sandbagging Growth Projections</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 Is Sandbagging Growth Projections\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections\">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."},"source_url":"https://seekingalpha.com/article/4433292-palantir-sandbagging-growth-projections","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1133174841","content_text":"Summary\n\nFirst, I look at Palantir's price action this year.\nSecond, I examine PLTR's growth projections.\nThird, I provide an overview of price-to-sales in PLTR's peer group.\nLastly, I give my thoughts on price projections out through 2025.\n\nFirst, I look at Palantir's(NYSE:PLTR)price action this year. I provide some quick thoughts on what I've seen. Second, I look into PLTR's growth projections. I believe the aggression is hidden and I reveal why I feel that way. Third, I provide an overview of price-to-sales in PLTR's peer group, and what that means going forward, especially in light of revenue growth into 2025. Lastly, I revisit the topic of price but also price projections for investors.\nRollercoaster\nHere's what's happened thus far in 2021.\nThe summary is simple. We are back where we started in January. If you bought and then closed your eyes, you would have gone absolutely nowhere. And, if your eyes were wide open, you would have experienced rather significant volatility, bouncing up against $39 but also muddling through $18. It goes without saying that PLTR has moved 50% top to bottom. But, importantly, we are back where we started.\nNow, here's where it gets interesting, because just putting money into the NASDAQ (QQQ) would give you superior returns with far less stomach-churning volatility. I'm not concerned with owning QQQ. I'm more than happy to own PLTR because, as I'll show later, it's likely to 5x my investment from this point in time. In any case, take a look at the relative calm of QQQ.\nHere I want to add another layer of paint. We started with PLTR itself, then added QQQ. What happens when we go back in time to PLTR's direct listing?\nThis is the picture that matters most to me. Here's what this means in simple terms, which is what works best in my mind. If you bought early, nothing really happened for a few weeks but then PLTR really took off. Therefore, early investors -like me- took the risk and have benefitted greatly despite all volatility after the directly public offering. With a long view, volatility is not a threat or a \"risk\", but instead, it's an opportunity to buy low.\nIn any case, if you started buying in 2021, then you're slightly behind versus the market but your investment certainly isn't trash. Furthermore, if you literally bought in the early part of 2021, and you held, then nothing bad has occurred. You are up. Again, volatility shakes out the weak hands. Long term, volatility is just noise - the price gets more and more smooth, year by year.\nHere's the insight. Buying and holding PLTR has worked out fine, even spectacularly, unless you bought during the big spikes in January, February, and March. Of course, if you traded against PLTR by shorting and buying puts during those times, you did fine. That's not my game, but I can see why it appeals to traders.\nNevertheless, here's the key: For long-term buy-and-hold investors, PLTR is moving along just fine. Perhaps it's not winning like crazy in terms of price, but it's not exactly losing either. Our horizon is long and strong.\nThere Is a Disturbance in the Force\nI'm rather surprised that there hasn't been more focus on PLTR's big picture projections. Specifically, I am talking about this:\nSource:PLTR Q4 Business Update Presentation\nSee the numbers there?Revenue of $4 billion or more in 2025.\nWe also know that PLTR grew Q1 2021 revenue by49% year-over-year, generating $341 million across government and commercial segments. That's above the 45% revenue growth previously projected. That's a run rate of $800 million for 2021. And, for Q2 2021, revenue growth is expected to be 43%, which translates to $360 million.\nThose numbers for 2021 are fine and dandy and useful to hear. However, what I like more is that PLTR expects 30% growth in 2021 and the next four years. Yes, there's an implication of growth slowing in H2 of 2021, I see that too. However, we can run some pretty simple calculus with these numbers.\nFirst, we can start with the $800 million projection for 2021, check it against the 30% growth expectations. Here's how it lines up.\n\n2021 = $800 million\n2022 = $1,040 million (30% growth)\n2023 = $1,350 million (30% growth)\n2024 = $1,760 million (30% growth)\n2025 = $2,300 million (30% growth)\n\nIn other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapssandbaggingto keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. Let's run these numbers again with 40% growth.\n\n2021 = $800 million\n2022 = $1,120 million (40% growth)\n2023 = $1,570 million (40% growth)\n2024 = $2,195 million (40% growth)\n2025 = $3,070 million (40% growth)\n\nOnce again, even with 40% year-over-year growth, we do not reach the $4 billion projected for 2025. Now, here's the first thing I want to point out about this oddity. My numbers might be wrong. My math might be too simple. I understand that possibility, but what this tells me is that PLTR has a different view of growth than my \"straight line\" projections. They are predators, but they are cautious too.\nWhat happens if we go a little crazy and use 49%, which is what PLTR achieved in Q1 2021. That's nearly 50% growth, of course. Here's how it looks using the same approach I've been using above.\n\n2021 = $800 million\n2022 = $1,200 million (49% growth)\n2023 = $1,776 million (49% growth)\n2024 = $2,246 million (49% growth)\n2025 = $3,943 million (49% growth)\n\nHopefully, now it's clear why I'm so surprised that this hasn't been given more attention. While I realize I'm using \"straight line\" projections year-over-year, I'm kind of shocked that these assumptions and projections haven't been better analyzed until now. The numbers are obvious and simple, and coming straight from PLTR.\nAgain, maybe I've got something wrong here, but to achieve $4 billion in revenue in 2025,PLTR is going to have to grow by 50% every year, from 2022 through 2025. That's an empirical necessity. Therefore, either PLTR is dead wrong and cannot achieve $4 billion in revenue, or perhaps they expect growth to be 50% year-over-year, or maybe that growth will be 40%, then 50%, then even higher. That is, they expect growth to accelerate.\nI don't believe that PLTR would knowingly publish expectations of $4 billion in 2025 without strong conviction. That is to say, it doesn't appear to be aspirational given their relatively cautious and conservative leadership. After all, theywaited 17 years to go public. Plus, with their load of government customers, it's not like they can fly by the seat of their pants. It is not in their DNA or the culture of the business from what I've seen.\nPeers and Price\nHere we take an interesting turn. Although I've written about PLTR many times, I haven't revealed something publicly before. Specifically, I have direct experience with a defense contractor. To be even more precise, I worked inside a defense contractor in a privileged position with access to an amazing crew of programmers, engineers, and technicians. That experience gave me a direct, hands-on, real-world view of how government contracting works, how the government embraces technology, and how the pieces and parts are all stitched together. I'll stop short at this point; I can't provide more details.\nWhat I can tell you is that my previous work experience has helped me take a long view on PLTR. To wit, I bought PLTR early and I haven't sold a single share. Furthermore, as you might know already, I've boughtPLTR LEAPS.\nAdditionally, I've had several people reach out to me 1-to-1 about PLTR, including their experiences and their views. During one of these exchanges, a high ranking official and I came to agree on PLTR's peer group. I'm certainly not talking about true competitors here. I'm very specifically talking about reasonablecomparisonsfor the sake of valuation. I'm talking about the general vibe of data analytics at enterprise scale, user behavior analytics, data frameworks, and so on, and so forth. Here's the list:\n\nSnowflake (SNOW)\nAlteryx (AYX)\nDatadog (DDOG)\nSalesforce (CRM)\nSplunk (SPLK)\n\nIt's not necessary to agree on all of these. Instead, these are merely a reasonable cluster of companies that have similar characteristics to PLTR, although I would offer thatnone of them would be a true direct peer. I do not see even a single company that is as rich and robust as PLTR, nevertheless, we need something of a \"peer group\" to move forward.\nNow, with this in mind, here's how we'll proceed. Since PLTR is so newly listed and it's relatively young on the public market, I will keep things simple. I'm very interested in earnings and profits, of course, but here I want to simply compare PLTR on the basis of sales. Therefore, I feel it's somewhat rational to compare PLTR using price-to-sales. Here's how PLTR stacks up.\nBeing really simple here, PLTR gets just 30-35% the P/S of SNOW. However, it gets triple that of CRM. That's quite a spread. Then again, SNOW is expecting 120% revenue growth in 2021 and86% in 2022. Right now, on the high end, SNOW has the growth edge. I am unclear about how that growth plays out into 2023, 2024, and 2025. I suspect the law of large numbers will kick in, and growth will slow. We'll see. Meanwhile, CRM is a large yet fast-growing company, clocking in with an impressive24% year-over-year revenue gain.\nI believe that SNOW's high growth rate will fall, as I hinted at above. Perhaps down into the 50-60% range over the next few years. We'll see. And, I believe that CRM will likely maintain a 22-25% growth rate. However, per PLTR's projections of $4 billion, I see growth above 30%. In fact, I see compound annual growth at 45-50%.\nIn a funny way, all that doesn't even matter much. That's because the story I see is that PLTR doesn't need to massively grow beyond what we're already seeing. If we merely assume that PLTR can basically hang on to the growth it's getting right now - without any slowdown or acceleration - we can do some fun back-of-the-napkin math. The P/S ratios give us an indication that PLTR is trading at a price that is about right given its peers at this point in time. I'm not interested in SNOW vs. PLTR, or CRM vs. PLTR. I'm merely pointing out that PLTR's P/S is relatively rational given its growth. We can pivot a bit now.\nHere's another picture in my mind. If you take CRM and AYX, for example, both of which have a longer history than SNOW or PLTR, you can see that growing revenues translate to strongly growing stock prices. Furthermore, and more importantly, price growth roughly stays around revenue growth. Clearly, it's not perfect, but it sure looks highly correlated to me; 400% growth in AYX, and 150% growth in CRM. Timing matters here, of course, but the general trends here are telling.\nThis makes me feel comfortable making some broad generalizations. I'm going to give year-by-year price ranges for PLTR given 30-50% growth rates. This is supported by what I've seen in PLTR's peer group, whereby P/S makes sense given growth rates, and the revenue growth vs. share price growth seems to mirror each other fairly well. I'm not trying to be exactly right here. I'm looking for potentiality, given publicly available information.\n\nToday = $24\n2022 = $31 (30% growth)\n2023 = $41 (30% growth)\n2024 = $52 (30% growth)\n2025 = $69 (30% growth)\n\nNow, let's juice the growth to 40%.\n\nToday = $24\n2022 = $34 (40% growth)\n2023 = $47 (40% growth)\n2024 = $66 (40% growth)\n2025 = $92 (40% growth)\n\nI still don't think that's accurate per my discussion up above. To achieve $4 billion in revenue, PLTR needs to hit about 50% growth every year. I'm going \"straight line\" again, with no assumptions about increasing or decreasing growth along the way. Again, I'm keeping this simple and easy. Here's how the price looks at that level of growth:\n\nToday = $24\n2022 = $36 (50% growth)\n2023 = $54 (50% growth)\n2024 = $81 (50% growth)\n2025 = $122 (50% growth)\n\nPerspective Is Everything\nClearly, it's possible to be happy or sad about PLTR's price depending on when you bought. It would be understandable to be frustrated with PLTR if you bought around in the $35-45 range. On the other hand, if you bought down around $10-15, then you're probably feeling just fine. This isn't just how it works with PLTR, of course. Nevertheless, it's a healthy reminder.\nIn the past, I've said I believe that PLTR will hit $75 by 2023. Even my relatively aggressive numbers above with 50% growth do not hit $75 in 2023, and in fact, I'm seeing $54 in 2023. However, here's the critical point. I still believe that PLTR is likely to hit $70-75 in 2023. I don't expect it to hold that price for long, but I do think because it's a growth company and because news and contacts are \"lumpy\" that we'll see spikes into the $70-75 range. Yet, since I don't trade, I'm fine sticking with my $50-55 normalized target. After all, I'm still doubling my money from this point. And it'll actually be about 5x my original investment in 2023 and 8-10x by 2025. I'm looking ahead about 3-4 years, and I'm seeing a 10-bagger for myself, given my cost basis. For most investors, PLTR appears to be an easy hold, and in fact, I think at $22-25, PLTR is a rational buy right now. I'd be far less interested in buying if the price spiked to $35 or above unless I was trading short-term options.\nAnd finally, what I'm seeing indicates thatPLTR is sandbagging on growth, otherwise, its $4 billion in 2023 would have been revised downward. Therefore, given that large revenue target, I think it's safe to assume that PLTR actually must expect 45-50% growth, not the lower projection of 30%+ revenue growth as they have indicated in theQ4 2020andQ1 2021Earnings Call presentations. In short, I place my bets on more growth, not less. If that's true, the price will easily hold. Or, more likely, the price moves upward more aggressively over the coming years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121187189,"gmtCreate":1624456794341,"gmtModify":1703837282631,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121187189","repostId":"1119538009","repostType":4,"repost":{"id":"1119538009","pubTimestamp":1624452059,"share":"https://ttm.financial/m/news/1119538009?lang=&edition=fundamental","pubTime":"2021-06-23 20:40","market":"us","language":"en","title":"Here are Wednesday's biggest analyst calls of the day: Netflix, Amazon, FedEx, McDonald's & more","url":"https://stock-news.laohu8.com/highlight/detail?id=1119538009","media":"cnbc","summary":"KEY POINTS\n\nJPMorgan downgrades Carvana to neutral from overweight.\nCiti upgrades United Rentals to ","content":"<div>\n<p>KEY POINTS\n\nJPMorgan downgrades Carvana to neutral from overweight.\nCiti upgrades United Rentals to buy from neutral.\nCiti opens a positive catalyst watch on Verizon.\nWells Fargo reiterates Netflix as...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/23/wednesdays-stock-analyst-calls-netflix-amazon-fedex-mcdonalds-.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are Wednesday's biggest analyst calls of the day: Netflix, Amazon, FedEx, McDonald's & more</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are Wednesday's biggest analyst calls of the day: Netflix, Amazon, FedEx, McDonald's & more\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 20:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/06/23/wednesdays-stock-analyst-calls-netflix-amazon-fedex-mcdonalds-.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTS\n\nJPMorgan downgrades Carvana to neutral from overweight.\nCiti upgrades United Rentals to buy from neutral.\nCiti opens a positive catalyst watch on Verizon.\nWells Fargo reiterates Netflix as...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/23/wednesdays-stock-analyst-calls-netflix-amazon-fedex-mcdonalds-.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAA":"安德玛公司A类股","SCHW":"嘉信理财","UA.C":"Under Armour Class C","CVNA":"Carvana Co.","NFLX":"奈飞","PH":"汉尼汾","PLUG":"普拉格能源","UA":"安德玛公司C类股","AMZN":"亚马逊","PTON":"Peloton Interactive, Inc.","ICE":"洲际交易所","AA":"美国铝业","URI":"联合租赁","MCD":"麦当劳","CAHI":"Carrier Alliance Holdings, Inc.","FDX":"联邦快递","MU":"美光科技","VZ":"威瑞森"},"source_url":"https://www.cnbc.com/2021/06/23/wednesdays-stock-analyst-calls-netflix-amazon-fedex-mcdonalds-.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1119538009","content_text":"KEY POINTS\n\nJPMorgan downgrades Carvana to neutral from overweight.\nCiti upgrades United Rentals to buy from neutral.\nCiti opens a positive catalyst watch on Verizon.\nWells Fargo reiterates Netflix as overweight.\nWells Fargo reiterates McDonald's as overweight.\nMorgan Stanley names Alcoa a top pick.\nTelsey reiterates Amazon as overweight.\nCanaccord downgrades Plug Power to hold from buy.\nKeyBanc upgrades Parker-Hannifin to overweight from sector weight.\nDeutsche Bank initiates Carrier as buy.\nCowen names Under Armour a best idea.\nGoldman Sachs adds Intercontinental Exchange to the conviction buy list.\nBarclays reiterates FedEx as overweight.\nJefferies reiterates Charles Schwab as buy.\nTelsey reiterates Peloton as outperform.\nGoldman Sachs reiterates Micron as buy.\n\nHere are the biggest calls on Wall Street on Wednesday:\nJPMorgan downgrades Carvana to neutral from overweight\nJPMorgan said in its downgrade of the stock that the risk/reward is “less favorable.”\n\n “While we continue to likeCVNA’s disruptive business model and related L-T growth potential, we believe the recent rebound in shares coupled with a meaningful pull back in brick & mortar auto retailers, makes the near-term relative risk-reward less favorable.”\n\nCiti upgrades United Rentals to buy from neutral\nCiti said in its upgrade of the equipment rental company that it saw “further upside.”\n\n “Our outlook has become more balanced, but we conclude it is too early to call for an end of the upcycle and would be selectively leaning in to the sector on the back of this sharp pullback. We addURIto our list of Buys as we think positive estimate revisions can support further upside to the stock.”\n\nCiti opens a positive catalyst watch on Verizon\nCiti reiterated its neutral rating on shares of Verizon but said it had a “positive view” of the company’s next earnings report.\n\n “Net-net, we believe the potential forVerizonto exceed the current consensus on phone net adds and EPS should provide a positive catalyst for VZ shares over the near-term. We are adding the stock to Citi’s positive catalyst watch list (30-days). We maintain our Neutral view on a 12-month basis, largely on valuation.”\n\nWells Fargo reiterates Netflix as overweight\nWells Fargo reiterated its overweight rating on shares of the streaming giant and said it saw an an attractive entry point.\n\n “We seeNFLXtransitioning from Growth to GARP as the stock sheds its net add past and reemerges as an earnings growth company. We think bottom-line performance is becoming steady enough that the company could even provide longer-term EPS growth guidance.”\n\nWells Fargo reiterates McDonald’s as overweight\nWells Fargo said Europe’s reopening could be “dynamite” forMcDonald’sstock.\n“With shares trading at 1.1x the S&P 500′s EV/EBITDA, or near the 5-year floor, we see little room to absorb positive estimate revisions without moving higher, and we continue to view the stock’s next twelve months risk-reward favorably at current levels. On the back of accelerating vaccinations, key international operated markets are rapidly reducing restrictions, and consumers are quickly responding.”\nMorgan Stanley names Alcoa a top pick\nMorgan Stanley named the industrial aluminum producer a top pick and said it had an “attractive” valuation.\n\n “AAis our top pick... as we expect the company to benefit from a structural shift in the aluminum market led by China’s decarbonization policies (~5% of country’s carbon emissions) and the 45Mt capacity cap leading demand to outpace supply by 2023. AA is trading at 2.7x EV/EBITDA on our new 2022 estimates well below its historical average of 7.5x, and we see material upside risk to consensus estimates.”\n\nTelsey reiterates Amazon as overweight\nTelsey reiterated its overweight rating on shares of Amazon and said the e-commerce company’s Prime day was a success.\n“We believeAmazonhad a solid Prime Day, likely in line with our sales forecast of $11B-$12B, up 6%-16% over Prime Day 2020, with US sales of $8.0B- $8.5B. We believe the 2021 Prime Day benefited from a favorable macro environment, including the ongoing shift toward online, strong discretionary demand, a larger global Prime member base, a wider product assortment, particularly private brands, and an increase in participation by small businesses.”\nCanaccord downgrades Plug Power to hold from buy\nCanaccord downgraded the hydrogen fuel cell company mainly on valuation.\n\n “We believePLUGis transitioning to more of an operational phase and will need to demonstrate profitability improvements to justify its healthy valuation. Given the dynamics, we are moving to a HOLD rating and $31 price target, which is based on applying a 12.5x multiple (previously 25x) to our ’24 sales estimates of $1.7B.”\n\nKeyBanc upgrades Parker-Hannifin to overweight from sector weight\nKeyBanc said in its upgrade of the motion and control tech company that the share underperformance was “overdone.”\n\n “In short, we still believePHis early in a multiyear upcycle, with continued room to push margins more clearly into the top quartile of its peer group, further supported by additional value-creating acquisitions that improve PH’s profitability mix while balancing cyclicality.”\n\nDeutsche Bank initiates Carrier as buy\nDeutsche Bank began coverage of the multinational home appliance company and said it had an “improving” balance sheet.\n\n “Carrierticks a lot of the boxes that investors care about right now: 1) Significant non-residential construction exposure, 2) Exposed to the secular theme of indoor air quality/decarbonization, 3) Self-help margin story, as management executes on Carrier 700, 4) Portfolio change, and 5) An improving balance sheet that creates increasing optionality in future years.”\n\nCowen names Under Armour a best idea\nCowen called the sports apparel and equipment company a top idea and said it saw upside to consensus.\n\n “The sector’s recent valuation contraction creates an improved risk/reward opportunity, particularly forUAAwhich is down 20% since beating Q1 earnings. We see upside to management’s guidance and consensus estimates into FY23. Improved marketing and go to market processes create a path to significant improvement in growth and returns on capital.”\n\nGoldman Sachs adds Intercontinental Exchange to the conviction buy list\nGoldman added the stock to its conviction buy list and said it sees “upside” from current levels.\n\n “Based on ICE’s business mix, today’s valuation is at a record 24% discount to the implied SOTP, which we think (a) overly discounts risks from decline in mortgage refi activity (b) ignores momentum in the rest of ICE – particularly in Energy trading amid structural tailwinds in clean energy markets, and (c) doesn’t reflect increasing likelihood of resumptions in share repurchases in the next 2-3 quarters.”\n\nBarclays reiterates FedEx as overweight\nBarclays reiterated its overweight rating on shares of the shipping giant ahead of its earnings report and said it sees a “post-pandemic opportunity.”\n\n “We expect strong results and a likely resumption of favorable forward guidance should help liftFedExshares later this week. ... .Nonetheless, with UPS committing to improving pricing and customer mix in the US package business along with a lower capital spending outlook, we see favorable market dynamics for the more growth- oriented FedEx.”\n\nJefferies reiterates Charles Schwab as buy\nJefferies kept its buy rating on the financial services company and said it sees healthy retail engagement continuing.\n\n “We recently surveyed ~500 individuals in the US regarding their brokerage activity (stocks, crypto, etc). The results confirm our view that retail engagement is likely to remain well above pre-pandemic levels. Recent weekly data from SCHW indicates some stabilization of engagement. While regulatory scrutiny has grown with the record retail activity, any changes we believe will still favor scale players like IBKR andSCHWin the long run.”\n\nTelsey reiterates Peloton as outperform\nTelsey said it was bullish on the company’ corporate wellness program which it announced on Tuesday.\n\n “Peloton’scommercial business has been a small percentage of sales at 1% and has largely consisted of sales of bikes and memberships to hotels. With the acquisition of Precor, Peloton also gained access to Precor’s commercial customers in hospitality (e.g., hotels), education (e.g., universities), and other industries. The corporate program is another way to acquire new members and increase the affordability of its products.”\n\nGoldman Sachs reiterates Micron as buy\nGoldman Sachs lowered its price target on shares ofMicronto $108 from $122 but said it was bullish on the stock ahead of its third quarter earnings report.\n\n “Consistent with the company’s positive pre-announcement on May 25, we expect FY3Q (May) revenue to come in marginally above the company’s original guided range.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186333528,"gmtCreate":1623472575264,"gmtModify":1704204620989,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Ok ho","listText":"Ok ho","text":"Ok ho","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186333528","isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180731473,"gmtCreate":1623226217192,"gmtModify":1704198733116,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180731473","repostId":"1132577035","repostType":4,"repost":{"id":"1132577035","pubTimestamp":1623224841,"share":"https://ttm.financial/m/news/1132577035?lang=&edition=fundamental","pubTime":"2021-06-09 15:47","market":"us","language":"en","title":"Apple’s Moves to Tighten Flow of User Data Leave Advertisers Anxious","url":"https://stock-news.laohu8.com/highlight/detail?id=1132577035","media":"The Wall Street Journal","summary":"Brands and ad-tech firms say tech giant’s push to limit how users are tracked will hurt business, wi","content":"<blockquote>\n <b>Brands and ad-tech firms say tech giant’s push to limit how users are tracked will hurt business, with some questioning privacy rationale.</b>\n</blockquote>\n<p>Digital advertisers are studying newAppleInc.AAPL0.67%measures that they fear will limit access to data about users, changes industry participants see as an escalation of the tech giant’s crackdown in the name of consumer privacy.</p>\n<p>Apple’s changes, unveiledduring its developer conference Monday, threaten to restrict companies’ abilities to track users’ web behavior and gather information on them from third parties such as data brokers. The announcement comes months afterApple’s curbson in-app tracking roiled the digital-ad industry, and the changes will be part of a new version of Apple’s operating system this fall.</p>\n<p>While the earlier moves affected only apps within Apple’s iOS operating system, the latest changes impact a broader array of web traffic on Apple devices, leading advertisers, email marketers, publishers and ad-tech companies to anticipate broader ramifications.</p>\n<p>Apple’s changes mark “a massive step to increase the walls in the garden by making sure all access to the external world would be proxy by them,” said Tal Chalozin, chief technology officer of ad-tech company Innovid Inc.</p>\n<p>Craig Federighi, Apple senior vice president of software engineering, described the moves Monday as shielding users against data-gathering practices that many aren’t aware of. “We believe in protecting your privacy and giving you transparency and control over your information,” he said at the conference.</p>\n<p><img src=\"https://static.tigerbbs.com/7d12f3e249c54fcde3d0e592acba4b3d\" tg-width=\"319\" tg-height=\"416\">Apple will by default block users’ internet protocol addresses from being transmitted to websites visited in its Safari browser. Many companies collect a user’s IP address and combine it with other data to “fingerprint” and recognize a user’s repeat visits, often to support personalized ads. Apple has banned fingerprinting in Safari for years but left users’ IP addresses visible. Blocking those will let Apple better enforce its ban, depriving fingerprinters of a unique data point identifying Safari users.</p>\n<p>Safari enjoys browser market share of about 19% world-wide, according to a March survey by Statista, making the browser second only to Google’s Chrome.</p>\n<p>“IP blocking for trackers is a monumental development that is likely the nail in the coffin for user-centric profiling. Without an IP address to latch onto, tracking companies simply won’t be able to uniquely identify users in a way that is commercially reliable,” said Eric Seufert, a digital-marketing strategist and consultant.</p>\n<p>Industry watchers are already wondering whether Apple’s change could pressureAlphabetInc.’sGoogle to take the same step. A Google spokeswoman confirmed that the search giant has been considering a similar move to block IP addresses in its Chrome browser.</p>\n<p>Apple is also offering heightened IP blocking through a paid service that will cover the IP addresses on all of a user’s devices. A new, premium version of its existing iCloud storage service, called iCloud+, includes a features called “Private Relay,” which redirects a user’s web traffic through multiple servers to obfuscate the user’s IP address and prevent fingerprinting. That product—which won’t be available in several countries, including China—will anonymize internet traffic much as virtual private networks do.</p>\n<p>The VPN market is expected to reach $31.1 billion in 2021, according to Statista. Corporations often employ VPNs—which create a tunnel of sorts between a user’s device and the online services it accesses—to keep connections direct and private. Consumers often use them to view streaming content that isn’t available in their home regions.</p>\n<p>Users of iCloud who already pay for extra storage or other features on the service will receive iCloud+ at no additional cost, Apple said.</p>\n<p>Alex Austin, chief executive of mobile ad-measurement firm Branch Metrics Inc., said that “Private Relay could be vastly more damaging to the advertising ecosystem” than Apple’s curbs on apps earlier this year. He cautioned that some details remain unknown, however. “If IP were to go away entirely, it would be very challenging for a lot of companies to operate,” he said.</p>\n<p>Apple is also cracking down on email tracking. Most marketing emails contain hidden pixels that can identify when a recipient has opened an email. These trackers also collect information including users’ IP addresses that can tell marketers when and where their messages were opened.</p>\n<p>Even with chatbots and social-media influencers on the scene, email has remained a core tool for many companies to communicate with loyal customers, acquire new ones and build brand awareness. Apple’s changes could blunt its usefulness, ad executives said, and some voiced surprise that the tech giant extended its data-tracking curbs to users’ inboxes.</p>\n<p>“It will be a lot tougher for brands to know if their emails are working or not,” said Nii Ahene, chief strategy officer at digital ad firm Tinuiti Inc., who added that he didn’t see the move as addressing a burning privacy issue. “There are no winners here. The only winner is Apple.”</p>\n<p>Apple has said that users benefit by increased transparency and control over how data on their online behavior is used.</p>\n<p>Email marketing has also become a critical technique for retailers, public-relations firms, publishers and political candidates, among others. Companies are expected to spend $535.6 million on email ads in the U.S. this year, up 10% from 2020, according to eMarketer.</p>\n<p>Publishers have pursued new audiences and revenue streams through editorial newsletters, with many media companies commanding high prices for ads appearing there. Publishers use the tracking pixels to gather information such as how many subscribers open a newsletter. Advertisers often refer to open rates in negotiating sponsorship deals.</p>\n<p>While some public-relations executives said Apple’s new rule would make it harder to show clients that their efforts to get media coverage worked, others oppose using trackers.</p>\n<p>“This is something we have long felt is a poor practice since it only sows distrust,” said Richard Edelman, chief executive of public-relations firm Edelman.</p>\n<p><b>Corrections &amp; Amplifications</b></p>\n<p>Apple’s latest changes impact a broader array of web traffic on its devices, and Private Relay won’t be available in several countries, including China. An earlier version of this article incorrectly said the changes encompass all forms of web traffic on Apple devices and that Private Relay will be available everywhere except China. (Corrected on June 8.)</p>\n<p>Apple’s latest changes impact a broader array of web traffic on its devices, and Private Relay won’t be available in several countries, including China. An earlier version of this article incorrectly said the changes encompass all forms of web traffic on Apple devices and that Private Relay will be available everywhere except China. (Corrected on June 8.)</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>Apple’s Moves to Tighten Flow of User Data Leave Advertisers Anxious</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple’s Moves to Tighten Flow of User Data Leave Advertisers Anxious\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-09 15:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/apples-moves-to-tighten-flow-of-user-data-leave-advertisers-anxious-11623189903?mod=tech_lead_pos4><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Brands and ad-tech firms say tech giant’s push to limit how users are tracked will hurt business, with some questioning privacy rationale.\n\nDigital advertisers are studying newAppleInc.AAPL0.67%...</p>\n\n<a href=\"https://www.wsj.com/articles/apples-moves-to-tighten-flow-of-user-data-leave-advertisers-anxious-11623189903?mod=tech_lead_pos4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/apples-moves-to-tighten-flow-of-user-data-leave-advertisers-anxious-11623189903?mod=tech_lead_pos4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132577035","content_text":"Brands and ad-tech firms say tech giant’s push to limit how users are tracked will hurt business, with some questioning privacy rationale.\n\nDigital advertisers are studying newAppleInc.AAPL0.67%measures that they fear will limit access to data about users, changes industry participants see as an escalation of the tech giant’s crackdown in the name of consumer privacy.\nApple’s changes, unveiledduring its developer conference Monday, threaten to restrict companies’ abilities to track users’ web behavior and gather information on them from third parties such as data brokers. The announcement comes months afterApple’s curbson in-app tracking roiled the digital-ad industry, and the changes will be part of a new version of Apple’s operating system this fall.\nWhile the earlier moves affected only apps within Apple’s iOS operating system, the latest changes impact a broader array of web traffic on Apple devices, leading advertisers, email marketers, publishers and ad-tech companies to anticipate broader ramifications.\nApple’s changes mark “a massive step to increase the walls in the garden by making sure all access to the external world would be proxy by them,” said Tal Chalozin, chief technology officer of ad-tech company Innovid Inc.\nCraig Federighi, Apple senior vice president of software engineering, described the moves Monday as shielding users against data-gathering practices that many aren’t aware of. “We believe in protecting your privacy and giving you transparency and control over your information,” he said at the conference.\nApple will by default block users’ internet protocol addresses from being transmitted to websites visited in its Safari browser. Many companies collect a user’s IP address and combine it with other data to “fingerprint” and recognize a user’s repeat visits, often to support personalized ads. Apple has banned fingerprinting in Safari for years but left users’ IP addresses visible. Blocking those will let Apple better enforce its ban, depriving fingerprinters of a unique data point identifying Safari users.\nSafari enjoys browser market share of about 19% world-wide, according to a March survey by Statista, making the browser second only to Google’s Chrome.\n“IP blocking for trackers is a monumental development that is likely the nail in the coffin for user-centric profiling. Without an IP address to latch onto, tracking companies simply won’t be able to uniquely identify users in a way that is commercially reliable,” said Eric Seufert, a digital-marketing strategist and consultant.\nIndustry watchers are already wondering whether Apple’s change could pressureAlphabetInc.’sGoogle to take the same step. A Google spokeswoman confirmed that the search giant has been considering a similar move to block IP addresses in its Chrome browser.\nApple is also offering heightened IP blocking through a paid service that will cover the IP addresses on all of a user’s devices. A new, premium version of its existing iCloud storage service, called iCloud+, includes a features called “Private Relay,” which redirects a user’s web traffic through multiple servers to obfuscate the user’s IP address and prevent fingerprinting. That product—which won’t be available in several countries, including China—will anonymize internet traffic much as virtual private networks do.\nThe VPN market is expected to reach $31.1 billion in 2021, according to Statista. Corporations often employ VPNs—which create a tunnel of sorts between a user’s device and the online services it accesses—to keep connections direct and private. Consumers often use them to view streaming content that isn’t available in their home regions.\nUsers of iCloud who already pay for extra storage or other features on the service will receive iCloud+ at no additional cost, Apple said.\nAlex Austin, chief executive of mobile ad-measurement firm Branch Metrics Inc., said that “Private Relay could be vastly more damaging to the advertising ecosystem” than Apple’s curbs on apps earlier this year. He cautioned that some details remain unknown, however. “If IP were to go away entirely, it would be very challenging for a lot of companies to operate,” he said.\nApple is also cracking down on email tracking. Most marketing emails contain hidden pixels that can identify when a recipient has opened an email. These trackers also collect information including users’ IP addresses that can tell marketers when and where their messages were opened.\nEven with chatbots and social-media influencers on the scene, email has remained a core tool for many companies to communicate with loyal customers, acquire new ones and build brand awareness. Apple’s changes could blunt its usefulness, ad executives said, and some voiced surprise that the tech giant extended its data-tracking curbs to users’ inboxes.\n“It will be a lot tougher for brands to know if their emails are working or not,” said Nii Ahene, chief strategy officer at digital ad firm Tinuiti Inc., who added that he didn’t see the move as addressing a burning privacy issue. “There are no winners here. The only winner is Apple.”\nApple has said that users benefit by increased transparency and control over how data on their online behavior is used.\nEmail marketing has also become a critical technique for retailers, public-relations firms, publishers and political candidates, among others. Companies are expected to spend $535.6 million on email ads in the U.S. this year, up 10% from 2020, according to eMarketer.\nPublishers have pursued new audiences and revenue streams through editorial newsletters, with many media companies commanding high prices for ads appearing there. Publishers use the tracking pixels to gather information such as how many subscribers open a newsletter. Advertisers often refer to open rates in negotiating sponsorship deals.\nWhile some public-relations executives said Apple’s new rule would make it harder to show clients that their efforts to get media coverage worked, others oppose using trackers.\n“This is something we have long felt is a poor practice since it only sows distrust,” said Richard Edelman, chief executive of public-relations firm Edelman.\nCorrections & Amplifications\nApple’s latest changes impact a broader array of web traffic on its devices, and Private Relay won’t be available in several countries, including China. An earlier version of this article incorrectly said the changes encompass all forms of web traffic on Apple devices and that Private Relay will be available everywhere except China. (Corrected on June 8.)\nApple’s latest changes impact a broader array of web traffic on its devices, and Private Relay won’t be available in several countries, including China. An earlier version of this article incorrectly said the changes encompass all forms of web traffic on Apple devices and that Private Relay will be available everywhere except China. (Corrected on June 8.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121188504,"gmtCreate":1624456709008,"gmtModify":1703837280366,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"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/121188504","repostId":"1165465805","repostType":4,"repost":{"id":"1165465805","pubTimestamp":1624456440,"share":"https://ttm.financial/m/news/1165465805?lang=&edition=fundamental","pubTime":"2021-06-23 21:54","market":"us","language":"en","title":"US Services Sector Unexpectedly Plunges In June As Manufacturing Survey Hits Record High","url":"https://stock-news.laohu8.com/highlight/detail?id=1165465805","media":"zerohedge","summary":"Despite the serial disappointment in hard economic data, 'soft' survey data has continued to soar in","content":"<p>Despite the serial disappointment in hard economic data, 'soft' survey data has continued to soar in 2021 but analysts expected today's Markit PMIs to retrace some of those gains. However, reality was notably different with<b>Manufacturing jumping more than expected as Services plunged</b>...</p>\n<ul>\n <li><b>Markit US Manufacturing rose to 62.6</b>(from 62.1) beating expectations of 61.5.</li>\n <li><b>Markit US Services plunged to 64.8</b>(from 70.4) hugely missing expectations of 70.0.</li>\n</ul>\n<p><img src=\"https://static.tigerbbs.com/35b0c420f75ee5896e70db8e0021e0b5\" tg-width=\"500\" tg-height=\"273\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>That is the<b>lowest reading since March for Services</b>and highest reading ever for Manufacturing.</p>\n<p><img src=\"https://static.tigerbbs.com/51111068502f0b7011947e68d4fcef9e\" tg-width=\"500\" tg-height=\"376\" referrerpolicy=\"no-referrer\"><b>Employment issues remained prevalent</b>during June, as numerous panellists mentioned difficulties finding suitably trained candidates for current vacancies.</p>\n<p><b>Price pressures also remained elevated in June.</b>The rate of input price inflation softened slightly but was the second-fastest on record. Manufacturers continued to note rapid increases in raw material and fuel costs, whilst service providers highlighted higher wage bills to attract workers plus greater transportation fees and fuel costs.</p>\n<p>US continues to be the world's \"strongest\" economy based on these soft surveys, even as the US Composite PMI dropped to 63.9...</p>\n<p><img src=\"https://static.tigerbbs.com/84f14abd854febbd1482ff2bb17c56f6\" tg-width=\"500\" tg-height=\"272\" referrerpolicy=\"no-referrer\"><i>Source: Bloomberg</i></p>\n<p>Commenting on the PMI data, Chris Williamson,Chief Business Economist at IHS Markit, said:</p>\n<blockquote>\n “The early PMI indicators point to further impressive growth of the US economy in June, rounding off an unprecedented growth spurt over the second quarter as a whole.\n</blockquote>\n<blockquote>\n “While both output growth and inflows of new orders have come off their peaks in both manufacturing and services, this is as much due to capacity constraints limiting firms’ abilities to cope with demand rather than any cooling of the economy.\n</blockquote>\n<blockquote>\n “Although price gauges have also slipped from May’s all-time highs, it’s clear that the economy continues to run very hot. Prices charged for goods and services are still rising very sharply,\n <b>record supply shortages are getting worse rather than better, firms are fighting to fill vacancies and manufacturers’ warehouse stocks are being depleted at a worrying rate as firms struggle to meet demand.</b>\n</blockquote>\n<blockquote>\n <b>“While the second quarter will likely represent a peaking in the pace of economic growth, a concomitant peaking of inflation is far less assured.”</b>\n</blockquote>\n<p>So - what happens next? Does all that \"hope\" collapse back to reality? Or is \"hope\" the new strategy?</p>\n<p><img src=\"https://static.tigerbbs.com/8cda4e45787d67eefabc511b96083584\" tg-width=\"500\" tg-height=\"269\"><i>Source: Bloomberg</i></p>\n<p>Get back to work Mr.Powell and make it so!</p>\n<ul></ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Services Sector Unexpectedly Plunges In June As Manufacturing Survey Hits Record High</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Services Sector Unexpectedly Plunges In June As Manufacturing Survey Hits Record High\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/economics/us-services-sector-unexpectedly-plunges-june-manufacturing-survey-hits-record-high><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Despite the serial disappointment in hard economic data, 'soft' survey data has continued to soar in 2021 but analysts expected today's Markit PMIs to retrace some of those gains. However, reality was...</p>\n\n<a href=\"https://www.zerohedge.com/economics/us-services-sector-unexpectedly-plunges-june-manufacturing-survey-hits-record-high\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/economics/us-services-sector-unexpectedly-plunges-june-manufacturing-survey-hits-record-high","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165465805","content_text":"Despite the serial disappointment in hard economic data, 'soft' survey data has continued to soar in 2021 but analysts expected today's Markit PMIs to retrace some of those gains. However, reality was notably different withManufacturing jumping more than expected as Services plunged...\n\nMarkit US Manufacturing rose to 62.6(from 62.1) beating expectations of 61.5.\nMarkit US Services plunged to 64.8(from 70.4) hugely missing expectations of 70.0.\n\nSource: Bloomberg\nThat is thelowest reading since March for Servicesand highest reading ever for Manufacturing.\nEmployment issues remained prevalentduring June, as numerous panellists mentioned difficulties finding suitably trained candidates for current vacancies.\nPrice pressures also remained elevated in June.The rate of input price inflation softened slightly but was the second-fastest on record. Manufacturers continued to note rapid increases in raw material and fuel costs, whilst service providers highlighted higher wage bills to attract workers plus greater transportation fees and fuel costs.\nUS continues to be the world's \"strongest\" economy based on these soft surveys, even as the US Composite PMI dropped to 63.9...\nSource: Bloomberg\nCommenting on the PMI data, Chris Williamson,Chief Business Economist at IHS Markit, said:\n\n “The early PMI indicators point to further impressive growth of the US economy in June, rounding off an unprecedented growth spurt over the second quarter as a whole.\n\n\n “While both output growth and inflows of new orders have come off their peaks in both manufacturing and services, this is as much due to capacity constraints limiting firms’ abilities to cope with demand rather than any cooling of the economy.\n\n\n “Although price gauges have also slipped from May’s all-time highs, it’s clear that the economy continues to run very hot. Prices charged for goods and services are still rising very sharply,\n record supply shortages are getting worse rather than better, firms are fighting to fill vacancies and manufacturers’ warehouse stocks are being depleted at a worrying rate as firms struggle to meet demand.\n\n\n“While the second quarter will likely represent a peaking in the pace of economic growth, a concomitant peaking of inflation is far less assured.”\n\nSo - what happens next? Does all that \"hope\" collapse back to reality? Or is \"hope\" the new strategy?\nSource: Bloomberg\nGet back to work Mr.Powell and make it so!","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182179355,"gmtCreate":1623559945877,"gmtModify":1704206199400,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"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/182179355","repostId":"1185020128","repostType":4,"repost":{"id":"1185020128","pubTimestamp":1623537503,"share":"https://ttm.financial/m/news/1185020128?lang=&edition=fundamental","pubTime":"2021-06-13 06:38","market":"us","language":"en","title":"Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays","url":"https://stock-news.laohu8.com/highlight/detail?id=1185020128","media":"investors","summary":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ","content":"<p>GameStop may be the top holding in SPDR S&amp;P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.</p>\n<p>The $4.2 billion value fund tracks the S&amp;P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.</p>\n<p>That more than doubles the return of its growth stock counterpart, SPDR S&amp;P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.</p>\n<p>Back to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each.&nbsp;Smaller positions in consumer staples, utilities and communication services made up the rest.</p>\n<p>SPDR S&amp;P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&amp;P 600 Small Cap Growth is not.</p>\n<p><b>GameStop Stock Leads</b></p>\n<p><b>GameStop</b>(GME),<b>Macy's</b>(M),<b>PDC Energy</b>(PDCE),<b>Resideo Technologies</b>(REZI) and<b>BankUnited</b>(BKU) were the top five holdings as of Wednesday.</p>\n<p><b>Pacific Premier Bancorp</b>(PPBI),<b>Bed Bath &amp; Beyond</b>(BBBY),<b>Ameris Bancorp</b>(ABCB),<b>First Hawaiian</b>(FHB) and<b>Insight Enterprises</b>(NSIT) rounded out the top 10.</p>\n<p>GameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.</p>\n<p>Action had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.</p>\n<p>Could GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.</p>\n<p><b>Second Meme Stock In Top 10</b></p>\n<p>PDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.</p>\n<p>Bed Bath &amp; Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.</p>\n<p>But the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath &amp; Beyond soared 62% before diving 28% the next session.</p>\n<p>The rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&amp;P 500 held a 13% gain through Thursday's close.</p>\n<p>SLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis.&nbsp;SLYV and SLYG charge a 0.15% expense ratio.</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>Meme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays</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\">\nMeme Stock Soars 1,000% To Lead These Two Top Small Cap Stock Plays\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-13 06:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220><strong>investors</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600...</p>\n\n<a href=\"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居","PDCE":"PDC Energy"},"source_url":"https://www.investors.com/etfs-and-funds/etf-leaders/gamestop-stock-soars-1000-percent-lead-two-top-small-cap-stock-plays/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185020128","content_text":"GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the ETF is beating its growth-stock counterpart.\nThe $4.2 billion value fund tracks the S&P SmallCap 600 Value Index (SLYV), composed of stocks with the strongest value traits based on book value to price ratio, earnings to price ratio, and sales to price ratio. SLYV rallied 32% this year through Thursday's close.\nThat more than doubles the return of its growth stock counterpart, SPDR S&P 600 Small Cap Growth (SLYG), which is up 15%. The index SLYG tracks includes stocks with the strongest growth traits based on sales growth, earnings change to price and momentum.\nBack to SLYV, financials accounted for the biggest sector weight at 24% of assets. Industrials weighed in at about 17%, consumer discretionary 15% and real estate 10%. Information technology was next at 8% and materials, energy and health care, 6% each. Smaller positions in consumer staples, utilities and communication services made up the rest.\nSPDR S&P 600 Small Cap Value is in IBD's ETF Leaders, but SPDR S&P 600 Small Cap Growth is not.\nGameStop Stock Leads\nGameStop(GME),Macy's(M),PDC Energy(PDCE),Resideo Technologies(REZI) andBankUnited(BKU) were the top five holdings as of Wednesday.\nPacific Premier Bancorp(PPBI),Bed Bath & Beyond(BBBY),Ameris Bancorp(ABCB),First Hawaiian(FHB) andInsight Enterprises(NSIT) rounded out the top 10.\nGameStop has undergone wide swings this year. It rocketed about 2,500% early this year amid theshort-squeeze rallyfueled by the Reddit/WallStreetBets crowd.GME stockthen crashed 92% from a Jan. 28 high to its mid-February low. That was followed by an 805% surge the next three weeks, and a 66% drop over the next two weeks.\nAction had been relatively subdued since, until Thursday's 27% dive. Even after that, GameStop stock was up 1,070% year to date through Thursday's close.\nCould GME be inflating SLYV's performance? Certainly, given its quadruple-digit gain. But a look at SLYG's portfolio is interesting. GameStop stock is also the top holding in the growth stock ETF, though the rest of the top 10 differ vastly.\nSecond Meme Stock In Top 10\nPDC Energy, up 130%, saw the next biggest gain in the top 10. The Colorado-based oil and gas explorer has a 97Relative Strength Rating, which mean it's in the top 3% of all stocks. Its relative strength line is at a 52-week high, a bullish sign.\nBed Bath & Beyond, another meme stock, is up 78% this year. Shares surged more than 200% in January, amid a spate of wild double-digit swings. BBBY stock then gave back the bulk of its gains.\nBut the home goods retailer appears to be back on the radar of the WallStreetBets discussion group. On June 2, Bed Bath & Beyond soared 62% before diving 28% the next session.\nThe rest of the top 10 stocks have also outperformed the broader market. Macy's is up 68% year to date, while Resideo, Pacific Premier and Ameris have risen more than 40% each. The lowest gainer, bank holding company First Hawaiian, has advanced 20%. The S&P 500 held a 13% gain through Thursday's close.\nSLYV remains in potential buy range from an 87.29entryof acup with handle, according toMarketSmithchart analysis. SLYV and SLYG charge a 0.15% expense ratio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":133361002,"gmtCreate":1621700100406,"gmtModify":1704361590264,"author":{"id":"3581663751997329","authorId":"3581663751997329","name":"Walnutdoge","avatar":"https://static.tigerbbs.com/f0dffb9b619f95780fbd693bae0b0ae9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581663751997329","authorIdStr":"3581663751997329"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/133361002","repostId":"2137990425","repostType":4,"repost":{"id":"2137990425","pubTimestamp":1621610466,"share":"https://ttm.financial/m/news/2137990425?lang=&edition=fundamental","pubTime":"2021-05-21 23:21","market":"us","language":"en","title":"Tech Stock Crash -- Buy These 2 Growth Stocks on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2137990425","media":"Motley Fool","summary":"Tech stocks have taken a hit. Now looks like a good time to buy a few growth stocks with great potential.","content":"<p>If you're a tech investor, you've probably seen some red in your portfolio recently. Fears over inflation have sparked a sell-off, dragging many growth stocks down in the process. Of course, it's natural to panic, but that's not very productive.</p>\n<p>Instead, think of this as a buying opportunity. For instance, <b>Cloudflare</b> (NYSE:NET) and <b>Shopify</b> (NYSE:SHOP) have each fallen over 20% from their 52-week highs, but both look like good long-term investments. Here's why you should consider buying these two growth stocks on the dip.</p>\n<h2>1. Cloudflare: Cloud computing</h2>\n<p>Cloudflare is a cloud services provider that makes the internet faster, more reliable, and more secure. Its global network spans 200 cities, and supports nearly 17%&nbsp;of the internet as of April 2021, according to W3Techs. Those are incredible statistics, but they mean more in context. So let's look at a recent product launch.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e55778fa4732da24b1a14ed4fcaafa2\" tg-width=\"700\" tg-height=\"478\"><span>Image source: Getty Images.</span></p>\n<p>Traditionally, corporations have taken a castle-and-moat approach&nbsp;to networks: All resources were stored on-site, all employees worked in the office, and all incoming and outgoing connections were filtered through central hardware (e.g. firewall boxes, internet gateways). But this model is no longer efficient or effective, since more employees are working remotely and more enterprises rely on cloud computing.</p>\n<p>In 2020, Cloudflare launched Cloudflare for Teams to solve this problem. This product is built around Cloudflare Access and Cloudflare Gateway, enabling employees to securely access corporate resources and the open internet whether they are in the office or working remotely.</p>\n<p>Moreover, Cloudflare's global network offers performance at a scale that would be impossible for most enterprises to achieve on their own. It also eliminates the need for costly on-site hardware. Put another way, Cloudflare for Teams is faster and cheaper than legacy network security solutions.</p>\n<p>Beyond this example, Cloudflare offers a range of other products -- everything from serverless computing to streaming video platforms -- all of which are designed to enhance performance and security.</p>\n<p>In total, management believes the company's market opportunity will grow at 9% per year, rising from $72 billion in 2020 to $100 billion by 2024. But Cloudflare's revenue is growing <i>much</i> faster, meaning the company is gaining market share.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Metric</p></th>\n   <th><p>2017</p></th>\n   <th><p>Q1 2021 (TTM)</p></th>\n   <th><p>CAGR</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"156\"><p>Customers</p></td>\n   <td width=\"156\"><p>49,309</p></td>\n   <td width=\"156\"><p>119,206</p></td>\n   <td width=\"156\"><p>31%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Revenue</p></td>\n   <td width=\"156\"><p>$135 million</p></td>\n   <td width=\"156\"><p>$478 million</p></td>\n   <td width=\"156\"><p>48%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Cloudflare&nbsp;SEC filings. TTM = trailing-12-months. CAGR = compound annual growth rate.</p>\n<p>Going forward, investors should pay attention to Cloudflare's ability to maintain its momentum. The company faces competition from legacy providers like <b>Akamai</b>&nbsp;and public cloud titans like <b>Amazon</b> Web Services. However, Cloudflare is currently growing more quickly than both. That's why this growth stock is a buy for long-term investors.</p>\n<h2>2. Shopify: E-commerce</h2>\n<p>Creating an e-commerce website is complicated, especially if you're not a software developer. And managing a business is even more complicated since you need a way to process payments, manage inventory, fulfill and ship orders, and run ad campaigns.</p>\n<p>Shopify removes all of this complexity, simplifying commerce. Using its&nbsp;software-as-a-service (SaaS) platform, anyone can easily build an online storefront and manage a business across physical and digital locations.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff4a35f99c16648b52d7b3f448eb34e1\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Shopify.</span></p>\n<p>Not surprisingly, Shopify's business has grown at an incredible pace as e-commerce has gained traction around the world. In 2016 the company had 377,500&nbsp;customers, but that figure double by 2018&nbsp;and doubled again by 2020, reaching 1.7 million.</p>\n<p>At the same time, Shopify has seen strong adoption of its payment processing and shipping services. In 2016 Shopify Payments handled 39% of gross merchandise volume&nbsp;(GMV), but that figure hit 45% in 2020. Likewise, less than 40% of U.S. and Canadian merchants&nbsp;used Shopify Shipping in 2018, but that figure hit 52% in 2020.</p>\n<p>Here's the takeaway: Shopify's quickly growing customer base has powered soaring subscription sales, but increasing adoption of Shopify Payments and Shopify Shipping has driven even faster sales growth in merchant solutions.</p>\n<table>\n <thead>\n  <tr>\n   <th><p>Shopify Revenue</p></th>\n   <th><p>2016</p></th>\n   <th><p>2020</p></th>\n   <th><p>CAGR</p></th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td width=\"156\"><p>Subscription</p></td>\n   <td width=\"156\"><p>$188.6 million</p></td>\n   <td width=\"156\"><p>$908.8 million</p></td>\n   <td width=\"156\"><p>48%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Merchant Solutions</p></td>\n   <td width=\"156\"><p>$200.7 million</p></td>\n   <td width=\"156\"><p>$2.0 billion</p></td>\n   <td width=\"156\"><p>78%</p></td>\n  </tr>\n  <tr>\n   <td width=\"156\"><p>Total</p></td>\n   <td width=\"156\"><p>$389.3 million</p></td>\n   <td width=\"156\"><p>$2.9 billion</p></td>\n   <td width=\"156\"><p>66%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Data source: Shopify&nbsp;SEC filings. CAGR = compound annual growth rate.</p>\n<p>In Q1 2021, Shopify's business continued to gain speed. Subscription sales growth accelerated to 71% and merchant solutions sales growth accelerated to 137%. In total, Q1 revenue came in at $989 million -- more than double its full-year revenue in 2016.</p>\n<p>This supercharged financial performance can't last forever, but even as growth slows, I believe Shopify will be an important player in the e-commerce industry for decades to come. That's why this tech stock looks like a buy.</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>Tech Stock Crash -- Buy These 2 Growth Stocks on the 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\">\nTech Stock Crash -- Buy These 2 Growth Stocks on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/21/tech-stock-crash-buy-these-2-growth-stocks-on-dip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're a tech investor, you've probably seen some red in your portfolio recently. Fears over inflation have sparked a sell-off, dragging many growth stocks down in the process. Of course, it's ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/21/tech-stock-crash-buy-these-2-growth-stocks-on-dip/\">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","NET":"Cloudflare, Inc."},"source_url":"https://www.fool.com/investing/2021/05/21/tech-stock-crash-buy-these-2-growth-stocks-on-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137990425","content_text":"If you're a tech investor, you've probably seen some red in your portfolio recently. Fears over inflation have sparked a sell-off, dragging many growth stocks down in the process. Of course, it's natural to panic, but that's not very productive.\nInstead, think of this as a buying opportunity. For instance, Cloudflare (NYSE:NET) and Shopify (NYSE:SHOP) have each fallen over 20% from their 52-week highs, but both look like good long-term investments. Here's why you should consider buying these two growth stocks on the dip.\n1. Cloudflare: Cloud computing\nCloudflare is a cloud services provider that makes the internet faster, more reliable, and more secure. Its global network spans 200 cities, and supports nearly 17% of the internet as of April 2021, according to W3Techs. Those are incredible statistics, but they mean more in context. So let's look at a recent product launch.\nImage source: Getty Images.\nTraditionally, corporations have taken a castle-and-moat approach to networks: All resources were stored on-site, all employees worked in the office, and all incoming and outgoing connections were filtered through central hardware (e.g. firewall boxes, internet gateways). But this model is no longer efficient or effective, since more employees are working remotely and more enterprises rely on cloud computing.\nIn 2020, Cloudflare launched Cloudflare for Teams to solve this problem. This product is built around Cloudflare Access and Cloudflare Gateway, enabling employees to securely access corporate resources and the open internet whether they are in the office or working remotely.\nMoreover, Cloudflare's global network offers performance at a scale that would be impossible for most enterprises to achieve on their own. It also eliminates the need for costly on-site hardware. Put another way, Cloudflare for Teams is faster and cheaper than legacy network security solutions.\nBeyond this example, Cloudflare offers a range of other products -- everything from serverless computing to streaming video platforms -- all of which are designed to enhance performance and security.\nIn total, management believes the company's market opportunity will grow at 9% per year, rising from $72 billion in 2020 to $100 billion by 2024. But Cloudflare's revenue is growing much faster, meaning the company is gaining market share.\n\n\n\nMetric\n2017\nQ1 2021 (TTM)\nCAGR\n\n\n\n\nCustomers\n49,309\n119,206\n31%\n\n\nRevenue\n$135 million\n$478 million\n48%\n\n\n\nData source: Cloudflare SEC filings. TTM = trailing-12-months. CAGR = compound annual growth rate.\nGoing forward, investors should pay attention to Cloudflare's ability to maintain its momentum. The company faces competition from legacy providers like Akamai and public cloud titans like Amazon Web Services. However, Cloudflare is currently growing more quickly than both. That's why this growth stock is a buy for long-term investors.\n2. Shopify: E-commerce\nCreating an e-commerce website is complicated, especially if you're not a software developer. And managing a business is even more complicated since you need a way to process payments, manage inventory, fulfill and ship orders, and run ad campaigns.\nShopify removes all of this complexity, simplifying commerce. Using its software-as-a-service (SaaS) platform, anyone can easily build an online storefront and manage a business across physical and digital locations.\nImage source: Shopify.\nNot surprisingly, Shopify's business has grown at an incredible pace as e-commerce has gained traction around the world. In 2016 the company had 377,500 customers, but that figure double by 2018 and doubled again by 2020, reaching 1.7 million.\nAt the same time, Shopify has seen strong adoption of its payment processing and shipping services. In 2016 Shopify Payments handled 39% of gross merchandise volume (GMV), but that figure hit 45% in 2020. Likewise, less than 40% of U.S. and Canadian merchants used Shopify Shipping in 2018, but that figure hit 52% in 2020.\nHere's the takeaway: Shopify's quickly growing customer base has powered soaring subscription sales, but increasing adoption of Shopify Payments and Shopify Shipping has driven even faster sales growth in merchant solutions.\n\n\n\nShopify Revenue\n2016\n2020\nCAGR\n\n\n\n\nSubscription\n$188.6 million\n$908.8 million\n48%\n\n\nMerchant Solutions\n$200.7 million\n$2.0 billion\n78%\n\n\nTotal\n$389.3 million\n$2.9 billion\n66%\n\n\n\nData source: Shopify SEC filings. CAGR = compound annual growth rate.\nIn Q1 2021, Shopify's business continued to gain speed. Subscription sales growth accelerated to 71% and merchant solutions sales growth accelerated to 137%. In total, Q1 revenue came in at $989 million -- more than double its full-year revenue in 2016.\nThis supercharged financial performance can't last forever, but even as growth slows, I believe Shopify will be an important player in the e-commerce industry for decades to come. That's why this tech stock looks like a buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}