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Uasbau

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03-21

Hmm, the narrative has started to change? It seems that profits taking have started since 8 trading days ago. Just saying

History Says You'll Regret Buying Nvidia Stock

01-01

Very informative write-up. Thanks

Shoals Technologies: Well-Positioned For Growth In 2024

2023-12-25

Hmm, a new high for S&P500 in 2024? Hope so. Tq

S&P 500 Prediction For 2024: 6,000 By Year End

2023-09-28

Another 2 weeks before boosted by good earnings? (Hope fully)

Stocks Rise as Yields Decline, Dow Tries to Recover from Worst Day since March

2023-09-25

Like

Got $3,000? These 3 Stocks Could Double Your Money by 2030

2023-08-20

Not 'Tqa' but Tqs (Thanks)

Sorry, the original content has been removed

2023-08-20

Interesting article; so if Aapl can dip to $167 shall it be a value buy for long term investment ? Of course Aapl may or may not dip to that level. Tqa

3 Stocks For Total Return That Also Happen To Pay A Dividend

2023-07-02

Congrats! After the bear of 2022 spiked by interest rates hike, all FAANGMT stocks perform great this year. Wonder how shall the 2H2023 be?

@Lionel8383:2023 Mid Year Recap

2023-06-02

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Meta's Zuckerberg Unveils Quest 3 Mixed Reality Headset Starting at $499

2023-05-19

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20 AI Stocks Expected to Post the Highest Compound Annual Sales Growth Through 2025

2023-05-07

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Top Calls on Wall Street: Apple, Amazon, Alphabet, Coinbase, Disney, Western Alliance and More

2023-04-27

Ok

Meta Platforms Delivers Upbeat Guidance As Q1 Results Top Estimates; Shares Soar 11%

2023-04-20

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Sorry, the original content has been removed

2023-04-15

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Sorry, the original content has been removed

2023-04-08

Ok

Why Google Is A Strong Buy Ahead Of Q1 Earnings

2023-04-03

Ok

Here Are the 20 Best Performing Stocks of March — and the 20 Worst in U.S. Stocks

2023-04-02

Ok

Nvidia, Meta Fuel Nasdaq 100 Quarterly Rally With Gains Over 70%

2023-03-24

Ok

Apple to Splash $1 Billion a Year on Films to Break Into Cinemas

2023-03-23

Ok

Google Bard: Too Little Too Late?

2023-03-23

Ok

Meta Platforms: Profit Upside In 2023

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It&nbsp;seems&nbsp; that&nbsp;profits taking have started&nbsp;since 8 trading days ago.&nbsp; Just saying&nbsp;","listText":"Hmm, the narrative has started to change? It&nbsp;seems&nbsp; that&nbsp;profits taking have started&nbsp;since 8 trading days ago.&nbsp; Just saying&nbsp;","text":"Hmm, the narrative has started to change? It seems that profits taking have started since 8 trading days ago. Just saying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/286469456719896","repostId":"2420431357","repostType":4,"repost":{"id":"2420431357","kind":"highlight","pubTimestamp":1710946007,"share":"https://ttm.financial/m/news/2420431357?lang=&edition=fundamental","pubTime":"2024-03-20 22:46","market":"us","language":"en","title":"History Says You'll Regret Buying Nvidia Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2420431357","media":"Motley Fool","summary":"Shortages never last forever.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia stock is flying high as its AI-centric GPUs sell out.</p></li><li><p>The stock&#39;s valuation has exceeded dot-com bubble levels.</p></li><li><p>Competition will eventually ensure that Nvidia&#39;s pricing power doesn&#39;t go unchecked indefinitely.</p></li></ul><p>There&#39;s a shortage of high-powered chips capable of training and running advanced artificial intelligence (AI) models. Mega-tech companies are battling each other for AI supremacy, scooping up boatloads of Nvidia&#39;s data center GPUs along the way, and AI start-ups with rocketing valuations are multiplying.</p><p>There&#39;s little question that AI is a revolutionary technology. There&#39;s also little question, at least in my mind, that AI is fueling a classic bubble. Start-ups founded less than a year ago, like Mistral AI, are already worth billions. Some publicly traded companies, notably server maker Super Micro Computer, have seen their valuations skyrocket to levels that seem illogical. Caution is increasingly being thrown to the wind.</p><h2 id=\"id_315970597\">Nvidia&#39;s GPUs are driving the AI revolution</h2><p>Nvidia and its GPUs are at the center of it all. Not only are the company&#39;s GPUs well suited for the calculations necessary for training and running AI models, but its proprietary CUDA platform has become the <em>de facto</em> standard for accelerated computing over the past 16 years. With companies scrambling to win the AI race, Nvidia&#39;s GPUs are the path of least resistance.</p><p>It&#39;s not surprising then that demand for Nvidia&#39;s AI accelerators has exploded. The company&#39;s data center segment generated $18.4 billion of revenue in its latest quarter, a fivefold increase from the prior-year period. Profits are soaring as well. In the recently completed fiscal 2024, Nvidia earned a net income of $32.3 billion of $60.9 billion of revenue.</p><p>Nvidia stock has more than tripled over the past year, pushing up the company&#39;s market capitalization beyond $2 trillion.</p><h2 id=\"id_3889932868\">Shortages don&#39;t last forever</h2><p>&#34;I&#39;ve seen gluts not followed by shortages, but I&#39;ve never seen a shortage not followed by a glut,&#34; says Nassim Nicholas Taleb, who is regarded as an expert on risk. The inertia behind Nvidia&#39;s CUDA has slowed down competitors, but a tsunami of competing AI accelerators is building. Nvidia&#39;s incredible profits and pricing power won&#39;t survive once supply catches up with demand.</p><p>Advanced Micro Devices launched new AI-centric data center GPUs late last year. Intel will launch the third generation of its capable Gaudi line of AI accelerators this year. OpenAI&#39;s Sam Altman is reportedly seeking vast funding for new semiconductor factories to build AI chips. Cloud giants including Amazon, Alphabet, and Microsoft are designing and installing their own AI chips. The list goes on.</p><p>Here&#39;s how the current shortage turns into a glut. First, insatiable demand and extravagant long-term projections drive a wave of competition. This is what&#39;s happening now. AMD has predicted that the AI chip market will reach $400 billion by 2027. For perspective, global semiconductor sales were just over $500 billion last year.</p><p>Second, future demand inevitably falls short of these wild projections. AI chip demand can still soar in the coming years and miss expectations, given how optimistic industry players have become. Eventually, this leads to a situation where there&#39;s more than enough supply of AI chips.</p><p>At this point, Nvidia&#39;s pricing power would have eroded considerably. CUDA would no longer be dominant as alternatives pop up and gain traction. For big cloud companies, there&#39;s a strong incentive to be able to support AI accelerators from a wide variety of suppliers.</p><h2 id=\"id_125138241\">Look to the dot-com bubble</h2><p>This isn&#39;t the first time Nvidia&#39;s stock has soared thanks to a revolutionary technology. The dot-com bubble of the late 1990s and early 2000s pushed up the company&#39;s valuation to extreme levels as well. The aftermath was a disaster for shareholders.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78816a664191205ca2b95f13cb95533c\" tg-width=\"720\" tg-height=\"441\"/></p><p>NVDA PS Ratio data by YCharts</p><p>Relative to sales, Nvidia stock is far more expensive today than at any point during the dot-com bubble. &#34;This time is different,&#34; you might say. Demand for AI is real, and the company&#39;s revenue is soaring. But you&#39;ve just uttered the four most dangerous words in investing.</p><p>This time <em>might</em> be different. Or the market dynamics that play out during nearly every shortage of anything will play out once again and grind down Nvidia&#39;s pricing power and profits. By investing in Nvidia, you&#39;ll likely be paying a high price to relearn the lessons of the dot-com bubble.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>History Says You'll Regret Buying Nvidia 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\">\nHistory Says You'll Regret Buying Nvidia Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-20 22:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/20/history-says-youll-regret-buying-nvidia-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock is flying high as its AI-centric GPUs sell out.The stock's valuation has exceeded dot-com bubble levels.Competition will eventually ensure that Nvidia's pricing power doesn't go unchecked...</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/20/history-says-youll-regret-buying-nvidia-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0557290698.USD":"施罗德环球可持续增长基金","BK4567":"ESG概念","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4538":"云计算","BK4554":"元宇宙及AR概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4141":"半导体产品","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4550":"红杉资本持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4551":"寇图资本持仓","BK4566":"资本集团","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","NVDA":"英伟达","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4548":"巴美列捷福持仓","LU0109392836.USD":"富兰克林科技股A","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4514":"搜索引擎","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H"},"source_url":"https://www.fool.com/investing/2024/03/20/history-says-youll-regret-buying-nvidia-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420431357","content_text":"Nvidia stock is flying high as its AI-centric GPUs sell out.The stock's valuation has exceeded dot-com bubble levels.Competition will eventually ensure that Nvidia's pricing power doesn't go unchecked indefinitely.There's a shortage of high-powered chips capable of training and running advanced artificial intelligence (AI) models. Mega-tech companies are battling each other for AI supremacy, scooping up boatloads of Nvidia's data center GPUs along the way, and AI start-ups with rocketing valuations are multiplying.There's little question that AI is a revolutionary technology. There's also little question, at least in my mind, that AI is fueling a classic bubble. Start-ups founded less than a year ago, like Mistral AI, are already worth billions. Some publicly traded companies, notably server maker Super Micro Computer, have seen their valuations skyrocket to levels that seem illogical. Caution is increasingly being thrown to the wind.Nvidia's GPUs are driving the AI revolutionNvidia and its GPUs are at the center of it all. Not only are the company's GPUs well suited for the calculations necessary for training and running AI models, but its proprietary CUDA platform has become the de facto standard for accelerated computing over the past 16 years. With companies scrambling to win the AI race, Nvidia's GPUs are the path of least resistance.It's not surprising then that demand for Nvidia's AI accelerators has exploded. The company's data center segment generated $18.4 billion of revenue in its latest quarter, a fivefold increase from the prior-year period. Profits are soaring as well. In the recently completed fiscal 2024, Nvidia earned a net income of $32.3 billion of $60.9 billion of revenue.Nvidia stock has more than tripled over the past year, pushing up the company's market capitalization beyond $2 trillion.Shortages don't last forever\"I've seen gluts not followed by shortages, but I've never seen a shortage not followed by a glut,\" says Nassim Nicholas Taleb, who is regarded as an expert on risk. The inertia behind Nvidia's CUDA has slowed down competitors, but a tsunami of competing AI accelerators is building. Nvidia's incredible profits and pricing power won't survive once supply catches up with demand.Advanced Micro Devices launched new AI-centric data center GPUs late last year. Intel will launch the third generation of its capable Gaudi line of AI accelerators this year. OpenAI's Sam Altman is reportedly seeking vast funding for new semiconductor factories to build AI chips. Cloud giants including Amazon, Alphabet, and Microsoft are designing and installing their own AI chips. The list goes on.Here's how the current shortage turns into a glut. First, insatiable demand and extravagant long-term projections drive a wave of competition. This is what's happening now. AMD has predicted that the AI chip market will reach $400 billion by 2027. For perspective, global semiconductor sales were just over $500 billion last year.Second, future demand inevitably falls short of these wild projections. AI chip demand can still soar in the coming years and miss expectations, given how optimistic industry players have become. Eventually, this leads to a situation where there's more than enough supply of AI chips.At this point, Nvidia's pricing power would have eroded considerably. CUDA would no longer be dominant as alternatives pop up and gain traction. For big cloud companies, there's a strong incentive to be able to support AI accelerators from a wide variety of suppliers.Look to the dot-com bubbleThis isn't the first time Nvidia's stock has soared thanks to a revolutionary technology. The dot-com bubble of the late 1990s and early 2000s pushed up the company's valuation to extreme levels as well. The aftermath was a disaster for shareholders.NVDA PS Ratio data by YChartsRelative to sales, Nvidia stock is far more expensive today than at any point during the dot-com bubble. \"This time is different,\" you might say. Demand for AI is real, and the company's revenue is soaring. But you've just uttered the four most dangerous words in investing.This time might be different. Or the market dynamics that play out during nearly every shortage of anything will play out once again and grind down Nvidia's pricing power and profits. By investing in Nvidia, you'll likely be paying a high price to relearn the lessons of the dot-com bubble.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258398724972640,"gmtCreate":1704119522068,"gmtModify":1704119526327,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Very informative write-up. Thanks&nbsp;","listText":"Very informative write-up. Thanks&nbsp;","text":"Very informative write-up. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258398724972640","repostId":"2395422704","repostType":2,"repost":{"id":"2395422704","kind":"highlight","pubTimestamp":1703836845,"share":"https://ttm.financial/m/news/2395422704?lang=&edition=fundamental","pubTime":"2023-12-29 16:00","market":"us","language":"en","title":"Shoals Technologies: Well-Positioned For Growth In 2024","url":"https://stock-news.laohu8.com/highlight/detail?id=2395422704","media":"seekingalpha","summary":"Shoals’ current share price does not appropriately reflect its business fundamentals, enabling Shoals to outperform in 2024 with a 25% to 50% upside likely.Shoals is the leading EBOS provider in the U","content":"<html><body><ul><li>Shoals’ current share price does not appropriately reflect its business fundamentals, enabling Shoals to outperform in 2024 with a 25% to 50% upside likely.</li><li>Shoals is the leading <a href=\"https://laohu8.com/S/EBO.AU\">EBOS</a> provider in the United States with 50% market share, but they have only begun expanding into the international solar market.</li><li>While other solar players have seen sales decline, Shoals' backlog set a record high at $633M, which is almost 5 quarters of revenue.</li><li>Shoals recently opened a new manufacturing facility, increasing their production capacity by 75% to 35 GW. This factory will allow for significantly greater revenue while also providing production cost efficiencies.</li><li>Shoals is well-positioned to handle the large warranty claims associated with the wire insulation shrinkback failure caused by their supplier. Additionally, they have begun litigation against the supplier to recover their warranty expenses.</li></ul><p><figure><picture><img height=\"1023px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1155899168/image_1155899168.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1155899168/image_1155899168.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1155899168/image_1155899168.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1155899168/image_1155899168.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1155899168/image_1155899168.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1155899168/image_1155899168.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1155899168/image_1155899168.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1155899168/image_1155899168.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1155899168/image_1155899168.jpg?io=getty-c-w240 240w\" width=\"1536px\"/></picture><figcaption><p>Nikada/E+ via Getty Images</p></figcaption></figure></p> <h2>Investment Thesis</h2> <p><a href=\"https://laohu8.com/S/SHLS\">Shoals Technologies Group</a> (<span>NASDAQ:SHLS</span>) is the leading utility scale electrical balance of systems (EBOS) manufacturer for solar, energy storage, and eMobility. Shoals has consistently achieved 50% to 60% year-over-year revenue growth since going public and is increasing their exposure to<span> international markets. Shoals has incorrectly been sold off by the market alongside other solar stocks. While the general solar market sell-off is justified by lower sales and poor outlooks, Shoals has not experienced any sales pressure and their backlog has continued to increase; they even set a quarterly record in Q3.</span></p> <p>Shoals faced pressure following the announcement of a large warranty expense associated with their BLA system. The issue stems from wire insulation shrinkback caused by defective wire made by their supplier. Shoals is well-positioned to manage the warranty claim and has begun litigation against the<span> supplier to recover expenses.</span></p> <p>Shoals can rally 25% to 50% next year from market improvement alone. In the long term, solar demand will continue to increase, and Shoals has a track record of producing high quality products and capturing increased market share.</p> <h2>About Shoals</h2> <p>Shoals specializes in electrical balance of systems (EBOS) solutions. EBOS encompasses all the electrical components between the solar panels, inverters, batteries, and grid. This includes wiring, junctions, electrical disconnects, and monitoring systems. Shoals has also expanded into EV charging stations specifically designed for easy installation at commercial sites. Finally, in July they launched their PV health monitoring system, \"Snapshot I-V\" which enables remote monitoring and performance tracking on a per string level.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/27/56592440-1703715617168659.png\"/></span><figcaption><p>Shoals' product overview (Shoals - 2Q23 Earnings Presentation)</p></figcaption></figure></p> <p>Shoals started as an automotive component manufacturer before transitioning to the solar industry. They have continued to use automotive component quality control standards to ensure they produce high quality, durable parts. Shoals designs and manufactures their parts in the United States which gives them supply chain advantages and the potential to benefit from government incentives such as the Inflation Reduction Act.</p> <p>Shoals' products are unique compared to industry alternatives because they can be installed above ground and their components are pushed to connect rather than custom made in the field. Traditional wiring for solar panels, called homerun wiring, entails running a wire from every row of panels to a combiner box which combines the power generated from multiple rows into a single wire. This uses lots of redundant wiring because many wires travel the same path from the combiner box. Additionally, the homerun system requires electricians to make thousands of custom connections. Shoals' system uses a push to connect connector that eliminates the need for field made connections, does not require electricians to install, and can connect many rows into a single wire by combining at the connector. Additionally, homerun systems are generally buried underground while Shoals' BLA and BLA plus are designed to be suspended above ground, making installation and maintenance faster and cheaper.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/27/56592440-17037156169334764.png\"/></span><figcaption><p>EBOS portion of total solar installation cost (Shoals - 2Q23 Earnings Presentation)</p></figcaption></figure></p> <p>The chart above shows the estimated costs associated with utility scale solar installations in H2 2022. EBOS materials are approximately 6% of the total project cost, but labor to install the components is 9% of total cost. This cost structure benefits Shoals because their product reduces costs in both categories, which allows them to charge higher prices. In their 2022 ESG report, Shoals reported their customers on average saw 43% lower installation costs and 20% lower material costs (due to less wiring and no trenching). The large savings potential has enabled Shoals to capture a 50% market share in US based solar projects and by the end of 2022, they were working with 14 of the 15 largest solar Engineering, Procurement, and Construction (EPCs) companies.</p> <h2>Strong and Growing Rapidly</h2> <p>Shoals has consistently grown their business every quarter since their IPO. Their annualized revenue growth rate has been between 50% to 60%. At the same time, their profit margins have trended upward to 47% in the last quarter. Their revenue growth is backed by a strong order book and their margins have continued to improve as the company invests in new production capacity and better material usage efficiency.</p> <p>At Q3 earnings, Shoals announced the completion of their third Tennessee based factory which adds 15 GW of new capacity for the production of BLA and BLA plus. The factory increases their capacity by 75% to 35 GW per year. Additionally, they can expand existing factories to 42 GW of annual production. Management believes their current capacity will be sufficient through 2025, while the new factory will boost efficiency and margins going forward.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/27/56592440-17037156172440698.png\"/></span><figcaption><p>Post IPO financial results (Shoals - 3Q23 Earnings Presentation)</p></figcaption></figure></p> <p>Shoals' backlog set a record last quarter at $633.3M after they added $220M in new orders and saw quoting volume increase 69% year over year. The new orders are equal to 164% of revenue ($134M) in the quarter. At their current production rate, it would take 5 quarters to produce products for all outstanding orders. With their new factory, I expect revenue to increase meaningfully through 2024 because there is ample demand for their products.</p> <p>Shoals has historically focused on projects within the United States, while international projects were few and far between, largely driven by US based multinationals. Shoals has begun to get traction on international solar projects. For the first time, more than 10% of their backlog was international (11.6% as of September). Management is keen on growing international demand because the market is twice as large as the US market (where Shoals has a 50% market share) and the market is predicted to grow at a 9% CAGR. Management believes they will be able to capture significant market share internationally, but they expect customers will require education on the benefits of Shoals above ground systems instead of buried systems which are standard.</p> <p>Shoals is also looking to boost their domestic market penetration by expanding availability to smaller scale solar projects. Shoals has focused on grid scale installations greater than 75 MW. By serving smaller projects they expect to increase their TAM by 10%. Another growth driver will be energy storage. The global battery storage market is expected to increase 44x by 2030 from 2022 levels, to a total installed capacity of 680 GW of storage. Shoals doesn't make batteries, but their EBOS products include the components needed to connect batteries to the grid. Finally, in April, Shoals announced a partnership with Brookfield (BEP, BEPC) where Brookfield will provide charging as a service using Shoals' EV charging system.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/27/56592440-1703715616991424.png\"/></span><figcaption><p>Backlog &amp; awarded orders (Shoals - 3Q23 Earnings Presentation)</p></figcaption></figure></p> <h2>Balance Sheet</h2> <p>Shoals' balance sheet has improved over the past year as they deployed their free cash flow into debt reduction. In the last quarter they fully paid off their revolving line of credit and reduced their total debt to under $200M. Their remaining debt is associated with a term loan. The prepayment penalty for the loan expired in November and during the last earnings call the CFO mentioned that they are considering paying it off early and moving some of the debt to the LOC which has a lower interest rate.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/27/56592440-1703715617161671.png\"/></span><figcaption><p>Debt &amp; free cash flow (Shoals - 3Q23 Earnings Presentation)</p></figcaption></figure></p> <p>Their total liquidity (cash + lines of credit) increased to $159M at the end of the quarter. The CFO stated that they may need to use their LOC for warranty expenses associated with wire insulation shrinkback.</p> <h2>Wire Insulation Shrinkback Litigation</h2> <p>On October 31st, Shoals filed a lawsuit against Prysmian Cables and Systems USA, LLC, the US arm of Prysmian Group (OTCPK:PRYMF). From the earnings call, the suit seeks to recover cost associated with the \"identification, repair, and replacement of defective wire and is seeking full recovery from Prysmian for those, as well as future expenses related to the issue.\"</p> <p>The suit is based on defective wire provided by Prysmian between 2020 and 2022. The wire insulation (plastic coating around the wire) was incorrectly applied, causing it to shrink over time. This results in failures near connectors as the insulation pulls back, exposing the wire. Shoals believes up to 300 sites are impacted and as many as 30% of all BLA harnesses produced during this time period used the Prysmian wire. The estimated warranty cost is between $59M and $185M. Shoals plans to cover this expense as it works with customers to ensure their solar farms continue to operate without interruption.</p> <p>Prysmian is one of the largest wire providers for power systems with sales in excess of €10B per year and generated €729M in FCF in the last twelve months. If Shoals can prove their case, then Prysmian is capable of covering the costs associated with the failure. Shoals' management believes it will take several quarters for all warranty related remediation and expenses to pass.</p> <h2>2024 Valuation</h2> <p>The first part of my valuation analysis is for 2024. Solar stocks have had a rough 2023 as the impact from higher interest rates has led to reduced demand and missed sales targets. Solar companies had been priced for high growth but missed guidance and contracting sales have resulted in plummeting share prices. Shoals has traded in sympathy with the solar industry at large despite consistently improving sales and no negative guidance.</p> <p>Shoals' share price over the past year has been defined by three events. First was the sale of 24.5M shares by the company's founder, Dean Solon, in March, representing 15% of shares outstanding. Shoals share price was also impacted by his selling in 2021 and 2022. The March offering represented all of his remaining shares. Therefore, the risk of large insider selling is no longer present. Second was the solar sell off beginning in August. Solar companies had been bleeding all year, but the rapid rise in treasury yields and spike in interest rates did the market in. Third was brief worry surrounding the wire insulation shrinkback warranty claim that was announced at Q3 earnings, but the share price has since recovered.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/27/56592440-17037156170500927.png\"/></span><figcaption><p>Shoals charting (By Author, Webull)</p></figcaption></figure></p> <p>Shoals charting (By Author, Webull)</p> <p>I expect the share price to increase throughout 2024 due to improved economic conditions, lower interest rates, and continued revenue growth by the company. Shoals has a large backlog and longer lead times due to high demand. Orders placed in 2024 will most likely be fulfilled in 2025 or 2026. Therefore, when considering the impact economic conditions and interest rates will have, we must look forward several years. The Federal Reserve has indicated they expect to cut rates 3 times in 2024, and inflation continues to drop with CPI rising 3.1% and PPI rising only 0.9% for the last twelve months. I see no reason to expect runaway inflation ahead of us, and the ballooning government debt will incentivize the Federal Reserve to cut rates faster. This will result in lower interest rates, which will enable the construction of more solar projects leading to more opportunities for Shoals.</p> <p>Prior to the solar market sell-off, Shoals was trading between $20 and $25 per share. Returning to this trading range will result in a 25% to 50% increase in the share price. Additionally, the upper end of this range is justified by my discounted cash flow analysis to come.</p> <h2>Long-term Valuation</h2> <p>To determine a fair value for Shoals let's return to their performance and see how they have improved over time. As shown in the plot below, revenue has increased every quarter, but the key takeaway is the change in free cash flow. Shoals didn't have positive FCF until Q4 2022. Since then, FCF as a percentage of revenue has increased from a low of -10% to 19.5% in the latest quarter.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/27/56592440-17037156181103218.png\"/></span><figcaption><p>Revenue vs cash flow (By Author, Shoals - 3Q23 Earnings Presentation)</p></figcaption></figure></p> <p>I have calculated a discounted cash flow analysis to determine a fair value and a market share analysis to validate the DCF. For the near-term growth rate, I am using 50%, which is consistent with the past two years, and is well supported by the existing backlog and increased production capacity. I am using a linear reduction in growth to the perpetual (long-term) growth rate because Shoals will eventually reach market saturation and their growth will be limited by the solar market. Management expects the solar market to grow at a 9% CAGR, while Wood Mackenzie (the leading data provider for energy and natural resources) expects the solar market to grow at an 8% CAGR. I am using a 6% perpetual growth rate because the rate of expansion will eventually decline, but replacements will help offset lower growth in new solar farms.</p> <p>The DCF analysis yields a present value of $25.53 per share using a 10% discount rate. I have also included the present values using other discount rates in the table directly below the DCF calculation.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/27/56592440-17037156182039757.png\"/></span><figcaption><p>Discounted cash flow analysis (By Author)</p></figcaption></figure></p> <p>To validate the DCF analysis, I have estimated the total market share Shoals will have in 2030. Currently, Shoals' products are used in approximately 50% of all grid scale solar projects. Shoals sells their products as components or systems. The exact mix varies by quarter, but systems sales (all EBOS components) are larger than component sales (individual pieces). If the product mix trends toward more system sales, then my calculations below will be conservative; the calculations assume no change in product mix. Additionally, the analysis does not account for other growth factors such as electric car charging, battery storage, or future products.</p> <p>Total revenue for the last twelve months was $453M. I am using a domestic market share of 50% and an estimated international market share of 1% (no information on the US/International split is provided). Shoals has consistently converted new clients to their products because of the value they provide. Their products are patent protected and cheaper than alternatives, therefore near monopoly market share is possible. I am forecasting three scenarios for their long-term market share, ranging from minimal growth to global market dominance.</p> <p>Revenue generation calculates what Shoals' revenue would be at the forecast market share using today's solar market. To coordinate with the DCF analysis, the 2030 estimate adjusts total estimated revenue using a 9% CAGR. Finally, FCF/Revenue calculates what FCF percentage is required to match the $710M FCF estimated by the DCF at the end of 2029.</p> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/12/27/56592440-17037156181352513.png\"/></picture><figcaption><p>Market share forecast (By Author)</p></figcaption></figure></p> <p>I believe the medium forecast is most likely to occur. Shoals will need FCF to be 31.3% of revenue for the DCF target to be valid. This is reasonable because they have increased the FCF rate from negative to 20% in the last two years, and their new factory is expected to increase efficiency while reducing costs.</p> <h2>Conclusion &amp; Risks</h2> <p>Shoals faces competitor, demand, and warranty risks. Shoals remains largely unchallenged but the chance that competitors will be formed always exists. They are also suing two firms for producing knockoffs of their patented BLA systems. Shoals' growth will ultimately be limited by the solar market size. Eventually they will convert all willing EPCs, and their long-term growth necessitates expansion into international markets. The warranty costs associated with the wire insulation shrinkback will hurt earnings and cash flow for several quarters, but Shoals is looking to recover all costs associated with warranty issues from Prysmian. Investors who only read top line results are likely to miss the cause for lower earnings, leading to more selling pressure and a lower near-term stock price. For investors paying attention, this is an opportunity.</p> <p>Shoals is well-positioned to benefit from the growing solar market. Despite industry headwinds caused by elevated interest rates, Shoals has continued to grow and avoided the demand declines of other industry players. Declining interest rates will lead to a recovery in solar demand. At the same time, the new factory will enable Shoals to increase their revenue significantly throughout 2024. Shoals is well-positioned for dip buyers to see outsized returns in 2024 while providing an opportunity for long-term exposure to a growing market with strong government support. I am rating Shoals a strong buy because their $15-$16 per share range provides substantial upside. I would shift to a buy rating once the stock price nears $18 per share and hold above $23 per share. In the event of a euphoric rally into the $30's, take your profits and move on.</p> <div></div> <p><em>Editor's Note: This article was submitted as part of Seeking Alpha's</em> <em>Top 2024 Long/Short Pick investment competition</em><em>, which runs through December 31. With cash prizes, this competition -- open to all contributors -- is one you don't want to miss. If you are interested in becoming a contributor and taking part in the competition,</em> <em>click here</em> <em>to find out more and submit your article today!</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shoals Technologies: Well-Positioned For Growth In 2024</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\">\nShoals Technologies: Well-Positioned For Growth In 2024\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-29 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4660266-shoals-technologies-well-positioned-for-growth-in-2024><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shoals’ current share price does not appropriately reflect its business fundamentals, enabling Shoals to outperform in 2024 with a 25% to 50% upside likely.Shoals is the leading EBOS provider in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4660266-shoals-technologies-well-positioned-for-growth-in-2024\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1155899168/image_1155899168.jpg","relate_stocks":{"PRYMF":"Prysmian S.P.A.","LU0823414478.USD":"法巴经典能源转换基金","BK4585":"ETF&股票定投概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","SHLS":"Shoals Technologies Group","BK4588":"碎股","BK4096":"电气部件与设备"},"source_url":"https://seekingalpha.com/article/4660266-shoals-technologies-well-positioned-for-growth-in-2024","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2395422704","content_text":"Shoals’ current share price does not appropriately reflect its business fundamentals, enabling Shoals to outperform in 2024 with a 25% to 50% upside likely.Shoals is the leading EBOS provider in the United States with 50% market share, but they have only begun expanding into the international solar market.While other solar players have seen sales decline, Shoals' backlog set a record high at $633M, which is almost 5 quarters of revenue.Shoals recently opened a new manufacturing facility, increasing their production capacity by 75% to 35 GW. This factory will allow for significantly greater revenue while also providing production cost efficiencies.Shoals is well-positioned to handle the large warranty claims associated with the wire insulation shrinkback failure caused by their supplier. Additionally, they have begun litigation against the supplier to recover their warranty expenses.Nikada/E+ via Getty Images Investment Thesis Shoals Technologies Group (NASDAQ:SHLS) is the leading utility scale electrical balance of systems (EBOS) manufacturer for solar, energy storage, and eMobility. Shoals has consistently achieved 50% to 60% year-over-year revenue growth since going public and is increasing their exposure to international markets. Shoals has incorrectly been sold off by the market alongside other solar stocks. While the general solar market sell-off is justified by lower sales and poor outlooks, Shoals has not experienced any sales pressure and their backlog has continued to increase; they even set a quarterly record in Q3. Shoals faced pressure following the announcement of a large warranty expense associated with their BLA system. The issue stems from wire insulation shrinkback caused by defective wire made by their supplier. Shoals is well-positioned to manage the warranty claim and has begun litigation against the supplier to recover expenses. Shoals can rally 25% to 50% next year from market improvement alone. In the long term, solar demand will continue to increase, and Shoals has a track record of producing high quality products and capturing increased market share. About Shoals Shoals specializes in electrical balance of systems (EBOS) solutions. EBOS encompasses all the electrical components between the solar panels, inverters, batteries, and grid. This includes wiring, junctions, electrical disconnects, and monitoring systems. Shoals has also expanded into EV charging stations specifically designed for easy installation at commercial sites. Finally, in July they launched their PV health monitoring system, \"Snapshot I-V\" which enables remote monitoring and performance tracking on a per string level. Shoals' product overview (Shoals - 2Q23 Earnings Presentation) Shoals started as an automotive component manufacturer before transitioning to the solar industry. They have continued to use automotive component quality control standards to ensure they produce high quality, durable parts. Shoals designs and manufactures their parts in the United States which gives them supply chain advantages and the potential to benefit from government incentives such as the Inflation Reduction Act. Shoals' products are unique compared to industry alternatives because they can be installed above ground and their components are pushed to connect rather than custom made in the field. Traditional wiring for solar panels, called homerun wiring, entails running a wire from every row of panels to a combiner box which combines the power generated from multiple rows into a single wire. This uses lots of redundant wiring because many wires travel the same path from the combiner box. Additionally, the homerun system requires electricians to make thousands of custom connections. Shoals' system uses a push to connect connector that eliminates the need for field made connections, does not require electricians to install, and can connect many rows into a single wire by combining at the connector. Additionally, homerun systems are generally buried underground while Shoals' BLA and BLA plus are designed to be suspended above ground, making installation and maintenance faster and cheaper. EBOS portion of total solar installation cost (Shoals - 2Q23 Earnings Presentation) The chart above shows the estimated costs associated with utility scale solar installations in H2 2022. EBOS materials are approximately 6% of the total project cost, but labor to install the components is 9% of total cost. This cost structure benefits Shoals because their product reduces costs in both categories, which allows them to charge higher prices. In their 2022 ESG report, Shoals reported their customers on average saw 43% lower installation costs and 20% lower material costs (due to less wiring and no trenching). The large savings potential has enabled Shoals to capture a 50% market share in US based solar projects and by the end of 2022, they were working with 14 of the 15 largest solar Engineering, Procurement, and Construction (EPCs) companies. Strong and Growing Rapidly Shoals has consistently grown their business every quarter since their IPO. Their annualized revenue growth rate has been between 50% to 60%. At the same time, their profit margins have trended upward to 47% in the last quarter. Their revenue growth is backed by a strong order book and their margins have continued to improve as the company invests in new production capacity and better material usage efficiency. At Q3 earnings, Shoals announced the completion of their third Tennessee based factory which adds 15 GW of new capacity for the production of BLA and BLA plus. The factory increases their capacity by 75% to 35 GW per year. Additionally, they can expand existing factories to 42 GW of annual production. Management believes their current capacity will be sufficient through 2025, while the new factory will boost efficiency and margins going forward. Post IPO financial results (Shoals - 3Q23 Earnings Presentation) Shoals' backlog set a record last quarter at $633.3M after they added $220M in new orders and saw quoting volume increase 69% year over year. The new orders are equal to 164% of revenue ($134M) in the quarter. At their current production rate, it would take 5 quarters to produce products for all outstanding orders. With their new factory, I expect revenue to increase meaningfully through 2024 because there is ample demand for their products. Shoals has historically focused on projects within the United States, while international projects were few and far between, largely driven by US based multinationals. Shoals has begun to get traction on international solar projects. For the first time, more than 10% of their backlog was international (11.6% as of September). Management is keen on growing international demand because the market is twice as large as the US market (where Shoals has a 50% market share) and the market is predicted to grow at a 9% CAGR. Management believes they will be able to capture significant market share internationally, but they expect customers will require education on the benefits of Shoals above ground systems instead of buried systems which are standard. Shoals is also looking to boost their domestic market penetration by expanding availability to smaller scale solar projects. Shoals has focused on grid scale installations greater than 75 MW. By serving smaller projects they expect to increase their TAM by 10%. Another growth driver will be energy storage. The global battery storage market is expected to increase 44x by 2030 from 2022 levels, to a total installed capacity of 680 GW of storage. Shoals doesn't make batteries, but their EBOS products include the components needed to connect batteries to the grid. Finally, in April, Shoals announced a partnership with Brookfield (BEP, BEPC) where Brookfield will provide charging as a service using Shoals' EV charging system. Backlog & awarded orders (Shoals - 3Q23 Earnings Presentation) Balance Sheet Shoals' balance sheet has improved over the past year as they deployed their free cash flow into debt reduction. In the last quarter they fully paid off their revolving line of credit and reduced their total debt to under $200M. Their remaining debt is associated with a term loan. The prepayment penalty for the loan expired in November and during the last earnings call the CFO mentioned that they are considering paying it off early and moving some of the debt to the LOC which has a lower interest rate. Debt & free cash flow (Shoals - 3Q23 Earnings Presentation) Their total liquidity (cash + lines of credit) increased to $159M at the end of the quarter. The CFO stated that they may need to use their LOC for warranty expenses associated with wire insulation shrinkback. Wire Insulation Shrinkback Litigation On October 31st, Shoals filed a lawsuit against Prysmian Cables and Systems USA, LLC, the US arm of Prysmian Group (OTCPK:PRYMF). From the earnings call, the suit seeks to recover cost associated with the \"identification, repair, and replacement of defective wire and is seeking full recovery from Prysmian for those, as well as future expenses related to the issue.\" The suit is based on defective wire provided by Prysmian between 2020 and 2022. The wire insulation (plastic coating around the wire) was incorrectly applied, causing it to shrink over time. This results in failures near connectors as the insulation pulls back, exposing the wire. Shoals believes up to 300 sites are impacted and as many as 30% of all BLA harnesses produced during this time period used the Prysmian wire. The estimated warranty cost is between $59M and $185M. Shoals plans to cover this expense as it works with customers to ensure their solar farms continue to operate without interruption. Prysmian is one of the largest wire providers for power systems with sales in excess of €10B per year and generated €729M in FCF in the last twelve months. If Shoals can prove their case, then Prysmian is capable of covering the costs associated with the failure. Shoals' management believes it will take several quarters for all warranty related remediation and expenses to pass. 2024 Valuation The first part of my valuation analysis is for 2024. Solar stocks have had a rough 2023 as the impact from higher interest rates has led to reduced demand and missed sales targets. Solar companies had been priced for high growth but missed guidance and contracting sales have resulted in plummeting share prices. Shoals has traded in sympathy with the solar industry at large despite consistently improving sales and no negative guidance. Shoals' share price over the past year has been defined by three events. First was the sale of 24.5M shares by the company's founder, Dean Solon, in March, representing 15% of shares outstanding. Shoals share price was also impacted by his selling in 2021 and 2022. The March offering represented all of his remaining shares. Therefore, the risk of large insider selling is no longer present. Second was the solar sell off beginning in August. Solar companies had been bleeding all year, but the rapid rise in treasury yields and spike in interest rates did the market in. Third was brief worry surrounding the wire insulation shrinkback warranty claim that was announced at Q3 earnings, but the share price has since recovered. Shoals charting (By Author, Webull) Shoals charting (By Author, Webull) I expect the share price to increase throughout 2024 due to improved economic conditions, lower interest rates, and continued revenue growth by the company. Shoals has a large backlog and longer lead times due to high demand. Orders placed in 2024 will most likely be fulfilled in 2025 or 2026. Therefore, when considering the impact economic conditions and interest rates will have, we must look forward several years. The Federal Reserve has indicated they expect to cut rates 3 times in 2024, and inflation continues to drop with CPI rising 3.1% and PPI rising only 0.9% for the last twelve months. I see no reason to expect runaway inflation ahead of us, and the ballooning government debt will incentivize the Federal Reserve to cut rates faster. This will result in lower interest rates, which will enable the construction of more solar projects leading to more opportunities for Shoals. Prior to the solar market sell-off, Shoals was trading between $20 and $25 per share. Returning to this trading range will result in a 25% to 50% increase in the share price. Additionally, the upper end of this range is justified by my discounted cash flow analysis to come. Long-term Valuation To determine a fair value for Shoals let's return to their performance and see how they have improved over time. As shown in the plot below, revenue has increased every quarter, but the key takeaway is the change in free cash flow. Shoals didn't have positive FCF until Q4 2022. Since then, FCF as a percentage of revenue has increased from a low of -10% to 19.5% in the latest quarter. Revenue vs cash flow (By Author, Shoals - 3Q23 Earnings Presentation) I have calculated a discounted cash flow analysis to determine a fair value and a market share analysis to validate the DCF. For the near-term growth rate, I am using 50%, which is consistent with the past two years, and is well supported by the existing backlog and increased production capacity. I am using a linear reduction in growth to the perpetual (long-term) growth rate because Shoals will eventually reach market saturation and their growth will be limited by the solar market. Management expects the solar market to grow at a 9% CAGR, while Wood Mackenzie (the leading data provider for energy and natural resources) expects the solar market to grow at an 8% CAGR. I am using a 6% perpetual growth rate because the rate of expansion will eventually decline, but replacements will help offset lower growth in new solar farms. The DCF analysis yields a present value of $25.53 per share using a 10% discount rate. I have also included the present values using other discount rates in the table directly below the DCF calculation. Discounted cash flow analysis (By Author) To validate the DCF analysis, I have estimated the total market share Shoals will have in 2030. Currently, Shoals' products are used in approximately 50% of all grid scale solar projects. Shoals sells their products as components or systems. The exact mix varies by quarter, but systems sales (all EBOS components) are larger than component sales (individual pieces). If the product mix trends toward more system sales, then my calculations below will be conservative; the calculations assume no change in product mix. Additionally, the analysis does not account for other growth factors such as electric car charging, battery storage, or future products. Total revenue for the last twelve months was $453M. I am using a domestic market share of 50% and an estimated international market share of 1% (no information on the US/International split is provided). Shoals has consistently converted new clients to their products because of the value they provide. Their products are patent protected and cheaper than alternatives, therefore near monopoly market share is possible. I am forecasting three scenarios for their long-term market share, ranging from minimal growth to global market dominance. Revenue generation calculates what Shoals' revenue would be at the forecast market share using today's solar market. To coordinate with the DCF analysis, the 2030 estimate adjusts total estimated revenue using a 9% CAGR. Finally, FCF/Revenue calculates what FCF percentage is required to match the $710M FCF estimated by the DCF at the end of 2029. Market share forecast (By Author) I believe the medium forecast is most likely to occur. Shoals will need FCF to be 31.3% of revenue for the DCF target to be valid. This is reasonable because they have increased the FCF rate from negative to 20% in the last two years, and their new factory is expected to increase efficiency while reducing costs. Conclusion & Risks Shoals faces competitor, demand, and warranty risks. Shoals remains largely unchallenged but the chance that competitors will be formed always exists. They are also suing two firms for producing knockoffs of their patented BLA systems. Shoals' growth will ultimately be limited by the solar market size. Eventually they will convert all willing EPCs, and their long-term growth necessitates expansion into international markets. The warranty costs associated with the wire insulation shrinkback will hurt earnings and cash flow for several quarters, but Shoals is looking to recover all costs associated with warranty issues from Prysmian. Investors who only read top line results are likely to miss the cause for lower earnings, leading to more selling pressure and a lower near-term stock price. For investors paying attention, this is an opportunity. Shoals is well-positioned to benefit from the growing solar market. Despite industry headwinds caused by elevated interest rates, Shoals has continued to grow and avoided the demand declines of other industry players. Declining interest rates will lead to a recovery in solar demand. At the same time, the new factory will enable Shoals to increase their revenue significantly throughout 2024. Shoals is well-positioned for dip buyers to see outsized returns in 2024 while providing an opportunity for long-term exposure to a growing market with strong government support. I am rating Shoals a strong buy because their $15-$16 per share range provides substantial upside. I would shift to a buy rating once the stock price nears $18 per share and hold above $23 per share. In the event of a euphoric rally into the $30's, take your profits and move on.  Editor's Note: This article was submitted as part of Seeking Alpha's Top 2024 Long/Short Pick investment competition, which runs through December 31. With cash prizes, this competition -- open to all contributors -- is one you don't want to miss. If you are interested in becoming a contributor and taking part in the competition, click here to find out more and submit your article today!","news_type":1},"isVote":1,"tweetType":1,"viewCount":406,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":255902625886480,"gmtCreate":1703486225006,"gmtModify":1703486229295,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Hmm, a new high for S&amp;P500 in 2024? Hope so. Tq","listText":"Hmm, a new high for S&amp;P500 in 2024? Hope so. Tq","text":"Hmm, a new high for S&P500 in 2024? Hope so. Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255902625886480","repostId":"2393407699","repostType":4,"repost":{"id":"2393407699","kind":"highlight","pubTimestamp":1703467214,"share":"https://ttm.financial/m/news/2393407699?lang=&edition=fundamental","pubTime":"2023-12-25 09:20","market":"us","language":"en","title":"S&P 500 Prediction For 2024: 6,000 By Year End","url":"https://stock-news.laohu8.com/highlight/detail?id=2393407699","media":"seekingalpha","summary":"Declining population growth in the US could lead to a decline in consumption, housing, and the stock market.Government spending is expected to increase in 2024 due to it being a major election year, w","content":"<html><head></head><body><ul style=\"\"><li><p>Declining population growth in the US could lead to a decline in consumption, housing, and the stock market.</p></li><li><p>Government spending is expected to increase in 2024 due to it being a major election year, which could boost the economy.</p></li><li><p>Wages are expected to continue growing at a pace of around 5% per year, despite a decrease in interest rates.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6032c7bdf1929a4b6775213ed650908\" tg-width=\"750\" tg-height=\"500\"/></p><p>Pgiam/iStock via Getty Images</p><p></p><p>US economy is a consumer driven economy and directly proportional to the amount of money left with middle class people from their wages after spending on basic necessities like housing, food and fuel. This disposable income fuels spending that impacts stock prices of a vast majority of companies that make up a broad stock index like S&amp;P 500. Since 2009, I have been predicting the stock market direction based on the change in these factors, ie wages, home prices, gas prices, inflation and interest rates. Interest rates are the most important factor among these as it impacts the borrowing ability of people. A formula was created and published in 2014 at Seeking Alpha explaining the impact of these factors on the Stock Market ( 2014 Formula for Sharma Disposable Income Formula ).</p><p>Let us analyze these and other important factors for 2024:</p><h2 id=\"id_1941203977\">First, about the Southern Border:</h2><p>While using my formula to predict the Stock Market since 2009 on Seeking Alpha, my biggest worry has been declining population growth in the US in the last few years(chart below). Around half the states in the US have seen decline in population in the last couple of years. This could lead to a Japan like situation where consumption, housing and stock market could all go down together for decades.</p><p>While an open southern border is politically a heart burning issue for many Americans, an increase in population helps the economy in the short run.</p><p>An increase in population of around 2.5 million people every year via Texas and other states ( Homeland security website article) makes sure the consumption driven US economy continues to grow for the next few years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b48199e21185f1bd3184050a6a2622d\" tg-width=\"640\" tg-height=\"380\"/></p><p>FRED economic data</p><p></p><h3 id=\"id_3331710133\">Spending during the Election year:</h3><p>2024 being a major election year in US (and also some other major economies), it is expected that government would spend aggressively to boost the economy. Usually, the stock market and economy grows in the election years when a sitting US president is running for re-election. The US treasury has in fact borrowed more than a trillion dollars in 2023, and I can guess some of that would be spent in 2024.</p><p><strong><em>Reference:</em></strong><em> US treasury borrowing</em></p><p><strong>Wages:</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08fc8f7737c265f8e379dfb5e88ba81c\" tg-width=\"640\" tg-height=\"417\"/></p><p>Federal Reserve Bank of Atlanta</p><p></p><p>After many increases in the interest rates, the Federal Reserve has been able to slow down the growth in wages and is now around 5% per year from nearly 7% per year 2 years back. Now, the Fed has announced that interest rates would be reduced in 2024, the decrease in wages may not continue, and I expect wages to continue at the current pace of around 5%.</p><p><strong><em>Reference:</em></strong> <em>Wage Growth Tracker</em></p><p><strong>CPI:</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4b89aa4781b991ba50ab74cb4504ff1\" tg-width=\"640\" tg-height=\"483\"/></p><p>BLS.gov</p><p></p><p><em>Reference: CPI info</em></p><p>While the inflation was growing at more than 9% per annum last year, it has now come down to 3% after the aggressive efforts of the FED. It may reach 2% target by the end of 2024. For my calculations, I will use it as 3% in my formula.</p><p><strong>Gas Prices:</strong></p><p>2024 being an election year, it is important for the incumbent government to ensure gas prices are affordable. While prices did go up in the middle of 2023, they have come down now to where they started from in the beginning of the year. While the OPEC has been cutting production recently, it has not been able to curtail falling prices due to production being raised by non OPEC countries. In 2024, I see the trend of gas prices to go up slightly, may be around 10 percent higher due to economic growth world over due to falling interest rates and aggressive spending by major governments before the election.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0194447d8df4a223cd113ae7e3380d9e\" tg-width=\"640\" tg-height=\"301\"/></p><p>Gasbuddy.com</p><p></p><p><strong><em>Reference: Gasbuddy website article</em></strong></p><p><strong>10 year treasury yield:</strong></p><p>During 2023, the ten-year treasury yield grew more than 1% i.e. from 3.8% to 4.9%, but now it has come down to 3.9%. With the Fed reducing short term rates and the inflation falling down, there will be a downward pressure on the long term treasury yields. I expect the ten-year yield to fall down by around 50 basis points but not much more as the economy, inflation and wages are still growing at a healthy pace.</p><p>For the calculations, I will use two scenarios, one with no change and another where it falls down by 1%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0e3bae63fcbde9db169780f9726cab2\" tg-width=\"640\" tg-height=\"256\"/></p><p>FRED</p><p></p><p>Reference: FRED 10 year yield article</p><h3 id=\"id_3076460548\">Impact of the 10-year treasury yield on S&amp;P 500 PE ratio:</h3><p>Historically when the 10-year treasury yield used to be 5%, the equivalent PE ratio for the 10-year treasury bond is 20, whereas the S&amp;P 500 PE ratio used to be 15 or a 25% discount due to additional risk. Now, as the ten-year yield is moving towards 3% which is a PE ratio of 33, the S&amp;P 500 yield at a 25% discount should be 24 at the end of 2024.</p><h3 id=\"id_3762521890\">Case Shiller for home price index:</h3><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f889f447136908f14a98d8e39cf1f16\" tg-width=\"640\" tg-height=\"298\"/></p><p>FRED</p><p></p><p><strong><em>reference:</em></strong><em> S&amp;P/Case-Shiller U.S. National Home Price Index</em></p><p>Home prices had started falling down in 2022 and bottomed out in first quarter of 2023 due to a threat of recession. However, as recession never happened and with 2 income families being the norm in US now, consumers are confident, and we can see increase in home prices again. Additionally, consumer is now looking for newer modern homes, which are limited in supply. I expect home prices to continue moving up may be around 5% during 2024.</p><h3 id=\"id_4166705501\">Major Risks and Factors:</h3><p>Population growth leads to consumption growth and thus is very important for the economy and the Stock Market. Immigration has been helping population growth in the US so far, but if populist ideas curtain immigration dramatically, it would lead to a negative impact on the economy and Stock market.</p><p>Secondly, if the wars in Ukraine and Middle East escalate and impact food and oil prices leading to much higher inflation, it would negatively impact economy and StockMarket.</p><p>Thirdly, a week US dollar could negatively impact the stock market as it drives up inflation in the United States.</p><p>Let us now plug these #s into the Disposable Income Formula:</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p><strong>Best Case</strong></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p><strong>Factor</strong></p></td><td style=\"text-align:left;\"><p><strong>% Estimated Change in 2024</strong></p></td><td style=\"text-align:left;\"><p><strong>Impact</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>WageIncrease</strong></p></td><td style=\"text-align:left;\"><p>3.4</p></td><td style=\"text-align:left;\"><p>5</p></td><td style=\"text-align:left;\"><p>17</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Tenyearincrease</strong></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p>-1</p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>CPIincrease-prev-year</strong></p></td><td style=\"text-align:left;\"><p>-3.4</p></td><td style=\"text-align:left;\"><p>3</p></td><td style=\"text-align:left;\"><p>-10.2</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>HomePriceincrease</strong></p></td><td style=\"text-align:left;\"><p>-0.8</p></td><td style=\"text-align:left;\"><p>5</p></td><td style=\"text-align:left;\"><p>-4</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>GasPriceIncrease-1st4months</strong></p></td><td style=\"text-align:left;\"><p>-0.5</p></td><td style=\"text-align:left;\"><p>10</p></td><td style=\"text-align:left;\"><p>-5</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>10 yearincr-square-signkept</strong></p></td><td style=\"text-align:left;\"><p>-7.4</p></td><td style=\"text-align:left;\"><p>-1</p></td><td style=\"text-align:left;\"><p>7.4</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>HomePriceincr * Tenyear-increase</strong></p></td><td style=\"text-align:left;\"><p>-1.4</p></td><td style=\"text-align:left;\"><p>-5</p></td><td style=\"text-align:left;\"><p>7</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Static Factor</strong></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p>20.2</p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Net Impact=&gt;</strong></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p><strong>32.4</strong></p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Worst Case</strong></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p><strong>Factor</strong></p></td><td style=\"text-align:left;\"><p><strong>% Estimated Change in 2024</strong></p></td><td style=\"text-align:left;\"><p><strong>Impact</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>WageIncrease</strong></p></td><td style=\"text-align:left;\"><p>3.4</p></td><td style=\"text-align:left;\"><p>4</p></td><td style=\"text-align:left;\"><p>13.6</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Tenyearincrease</strong></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p>0</p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>CPIincrease-prev-year</strong></p></td><td style=\"text-align:left;\"><p>-3.4</p></td><td style=\"text-align:left;\"><p>3</p></td><td style=\"text-align:left;\"><p>-10.2</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>HomePriceincrease</strong></p></td><td style=\"text-align:left;\"><p>-0.8</p></td><td style=\"text-align:left;\"><p>10</p></td><td style=\"text-align:left;\"><p>-8</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>GasPriceIncrease-1st4months</strong></p></td><td style=\"text-align:left;\"><p>-0.5</p></td><td style=\"text-align:left;\"><p>10</p></td><td style=\"text-align:left;\"><p>-5</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>10 yearincr-square-signkept</strong></p></td><td style=\"text-align:left;\"><p>-7.4</p></td><td style=\"text-align:left;\"><p>0</p></td><td style=\"text-align:left;\"><p>0</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>HomePriceincr * Tenyear-increase</strong></p></td><td style=\"text-align:left;\"><p>-1.4</p></td><td style=\"text-align:left;\"><p>0</p></td><td style=\"text-align:left;\"><p>0</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Static Factor</strong></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p>20.2</p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Net Impact=&gt;</strong></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p><strong>10.6</strong></p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p><strong>Average of the scenarios:</strong></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p><strong>21.5</strong></p></td></tr></tbody></table><p>Click to enlarge</p><h2 id=\"id_2265828157\">Conclusion:</h2><p>The best case scenario is pointing to an increase in S&amp;P 500 by more than 30% and the worst case scenario is pointing to an increase of more than 10 %, the average between the two is 21%. From the current levels of S&amp;P 500 at 4800, the average between the best and worst is 5800, while the best case scenario takes it to above 6000.</p><p><strong><em>Editor&#39;s Note</em></strong><em>: This article was submitted as part of Seeking Alpha&#39;s</em> <em>2024 Market Prediction competition. If you are interested in becoming a contributor and taking part in future competitions,</em> <em>click here</em> <em>to find out more and submit your article today!</em></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Prediction For 2024: 6,000 By Year End</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 Prediction For 2024: 6,000 By Year End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-25 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4659417-sp-500-prediction-2024-6000-year-end><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Declining population growth in the US could lead to a decline in consumption, housing, and the stock market.Government spending is expected to increase in 2024 due to it being a major election year, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4659417-sp-500-prediction-2024-6000-year-end\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b46418ef0e0b577012ef5340486ccad3","relate_stocks":{"OEX":"标普100",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","BK4559":"巴菲特持仓","BK4585":"ETF&股票定投概念","BK4581":"高盛持仓","SPY":"标普500ETF","IVV":"标普500指数ETF","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4588":"碎股","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF"},"source_url":"https://seekingalpha.com/article/4659417-sp-500-prediction-2024-6000-year-end","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2393407699","content_text":"Declining population growth in the US could lead to a decline in consumption, housing, and the stock market.Government spending is expected to increase in 2024 due to it being a major election year, which could boost the economy.Wages are expected to continue growing at a pace of around 5% per year, despite a decrease in interest rates.Pgiam/iStock via Getty ImagesUS economy is a consumer driven economy and directly proportional to the amount of money left with middle class people from their wages after spending on basic necessities like housing, food and fuel. This disposable income fuels spending that impacts stock prices of a vast majority of companies that make up a broad stock index like S&P 500. Since 2009, I have been predicting the stock market direction based on the change in these factors, ie wages, home prices, gas prices, inflation and interest rates. Interest rates are the most important factor among these as it impacts the borrowing ability of people. A formula was created and published in 2014 at Seeking Alpha explaining the impact of these factors on the Stock Market ( 2014 Formula for Sharma Disposable Income Formula ).Let us analyze these and other important factors for 2024:First, about the Southern Border:While using my formula to predict the Stock Market since 2009 on Seeking Alpha, my biggest worry has been declining population growth in the US in the last few years(chart below). Around half the states in the US have seen decline in population in the last couple of years. This could lead to a Japan like situation where consumption, housing and stock market could all go down together for decades.While an open southern border is politically a heart burning issue for many Americans, an increase in population helps the economy in the short run.An increase in population of around 2.5 million people every year via Texas and other states ( Homeland security website article) makes sure the consumption driven US economy continues to grow for the next few years.FRED economic dataSpending during the Election year:2024 being a major election year in US (and also some other major economies), it is expected that government would spend aggressively to boost the economy. Usually, the stock market and economy grows in the election years when a sitting US president is running for re-election. The US treasury has in fact borrowed more than a trillion dollars in 2023, and I can guess some of that would be spent in 2024.Reference: US treasury borrowingWages:Federal Reserve Bank of AtlantaAfter many increases in the interest rates, the Federal Reserve has been able to slow down the growth in wages and is now around 5% per year from nearly 7% per year 2 years back. Now, the Fed has announced that interest rates would be reduced in 2024, the decrease in wages may not continue, and I expect wages to continue at the current pace of around 5%.Reference: Wage Growth TrackerCPI:BLS.govReference: CPI infoWhile the inflation was growing at more than 9% per annum last year, it has now come down to 3% after the aggressive efforts of the FED. It may reach 2% target by the end of 2024. For my calculations, I will use it as 3% in my formula.Gas Prices:2024 being an election year, it is important for the incumbent government to ensure gas prices are affordable. While prices did go up in the middle of 2023, they have come down now to where they started from in the beginning of the year. While the OPEC has been cutting production recently, it has not been able to curtail falling prices due to production being raised by non OPEC countries. In 2024, I see the trend of gas prices to go up slightly, may be around 10 percent higher due to economic growth world over due to falling interest rates and aggressive spending by major governments before the election.Gasbuddy.comReference: Gasbuddy website article10 year treasury yield:During 2023, the ten-year treasury yield grew more than 1% i.e. from 3.8% to 4.9%, but now it has come down to 3.9%. With the Fed reducing short term rates and the inflation falling down, there will be a downward pressure on the long term treasury yields. I expect the ten-year yield to fall down by around 50 basis points but not much more as the economy, inflation and wages are still growing at a healthy pace.For the calculations, I will use two scenarios, one with no change and another where it falls down by 1%.FREDReference: FRED 10 year yield articleImpact of the 10-year treasury yield on S&P 500 PE ratio:Historically when the 10-year treasury yield used to be 5%, the equivalent PE ratio for the 10-year treasury bond is 20, whereas the S&P 500 PE ratio used to be 15 or a 25% discount due to additional risk. Now, as the ten-year yield is moving towards 3% which is a PE ratio of 33, the S&P 500 yield at a 25% discount should be 24 at the end of 2024.Case Shiller for home price index:FREDreference: S&P/Case-Shiller U.S. National Home Price IndexHome prices had started falling down in 2022 and bottomed out in first quarter of 2023 due to a threat of recession. However, as recession never happened and with 2 income families being the norm in US now, consumers are confident, and we can see increase in home prices again. Additionally, consumer is now looking for newer modern homes, which are limited in supply. I expect home prices to continue moving up may be around 5% during 2024.Major Risks and Factors:Population growth leads to consumption growth and thus is very important for the economy and the Stock Market. Immigration has been helping population growth in the US so far, but if populist ideas curtain immigration dramatically, it would lead to a negative impact on the economy and Stock market.Secondly, if the wars in Ukraine and Middle East escalate and impact food and oil prices leading to much higher inflation, it would negatively impact economy and StockMarket.Thirdly, a week US dollar could negatively impact the stock market as it drives up inflation in the United States.Let us now plug these #s into the Disposable Income Formula:Best CaseFactor% Estimated Change in 2024ImpactWageIncrease3.4517Tenyearincrease-1CPIincrease-prev-year-3.43-10.2HomePriceincrease-0.85-4GasPriceIncrease-1st4months-0.510-510 yearincr-square-signkept-7.4-17.4HomePriceincr * Tenyear-increase-1.4-57Static Factor20.2Net Impact=>32.4Worst CaseFactor% Estimated Change in 2024ImpactWageIncrease3.4413.6Tenyearincrease0CPIincrease-prev-year-3.43-10.2HomePriceincrease-0.810-8GasPriceIncrease-1st4months-0.510-510 yearincr-square-signkept-7.400HomePriceincr * Tenyear-increase-1.400Static Factor20.2Net Impact=>10.6Average of the scenarios:21.5Click to enlargeConclusion:The best case scenario is pointing to an increase in S&P 500 by more than 30% and the worst case scenario is pointing to an increase of more than 10 %, the average between the two is 21%. From the current levels of S&P 500 at 4800, the average between the best and worst is 5800, while the best case scenario takes it to above 6000.Editor's Note: This article was submitted as part of Seeking Alpha's 2024 Market Prediction competition. If you are interested in becoming a contributor and taking part in future competitions, click here to find out more and submit your article today!","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":224801882873952,"gmtCreate":1695892200212,"gmtModify":1695892204900,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Another 2 weeks before boosted by good earnings? (Hope fully)","listText":"Another 2 weeks before boosted by good earnings? (Hope fully)","text":"Another 2 weeks before boosted by good earnings? (Hope fully)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/224801882873952","repostId":"1102326051","repostType":4,"repost":{"id":"1102326051","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1695821471,"share":"https://ttm.financial/m/news/1102326051?lang=&edition=fundamental","pubTime":"2023-09-27 21:31","market":"us","language":"en","title":"Stocks Rise as Yields Decline, Dow Tries to Recover from Worst Day since March","url":"https://stock-news.laohu8.com/highlight/detail?id=1102326051","media":"Tiger Newspress","summary":"Stocks rose Wednesday, as Wall Street tried to recover from steep losses seen in the previous session, boosted by a dip in Treasury yields and a positive economic data release.Shares of Faraday Future","content":"<html><head></head><body><p>Stocks rose Wednesday, as Wall Street tried to recover from steep losses seen in the previous session, boosted by a dip in Treasury yields and a positive economic data release.</p><p>The Dow Jones Industrial Average gained 67 points, or 0.2%. The S&amp;P 500 climbed 0.4%, and the Nasdaq Composite advanced 0.6%.</p><p>Shares of Faraday Future plunged 27% on $90 Mln stock offering plans. Faraday Future has entered into an at-the-market equity offering sales agreement under which it may offer and sell shares having a value of up to $90 million.</p><p style=\"text-align: start;\">The benchmark 10-year Treasury yield fell, pulling back from its highest levels since 2007. The 2-year Treasury yield also fell from a recent multiyear high.</p><p style=\"text-align: start;\">The Commerce Department reported Wednesday morning that orders for durable goods rose 0.2% in August. That topped a Dow Jones estimate for a decline of 0.5%.</p><p style=\"text-align: start;\">Rising rates have recently put pressure on stocks amid fears that the Federal Reserve could keep monetary policy tighter for longer than expected. On Tuesday, the S&amp;P 500 fell below the key 4,300 for the first time since June. The Dow also posted its biggest one-day loss since March, dropping more than 300 points to close below its 200-day moving average for the first time since May. These losses came after new home sales and consumer confidence data missed economists’ estimates.</p><p style=\"text-align: start;\">“Consumers remain worried about inflation and the impact of higher borrowing costs. This also weighed on housing market activities as mortgage rates tick higher,” said U.S. Bank Asset Management senior investment strategist Rob Haworth. “However, still-high accumulated consumer savings balances, a strong labor market and solid wage growth are providing some support as we near the fourth quarter of the year.”</p><p style=\"text-align: start;\">The market is currently living up to its “seasonally weak September,” said Blanke Schein Wealth Management’s chief investment officer Robert Schein. Indeed, the S&amp;P 500 is off 5.2% in September, while the Dow is down 3.2%. The Nasdaq is the laggard of the three, losing nearly 7% this month.</p><p style=\"text-align: start;\">Schein expects the volatility to extend into October, before a shift. “Earnings season begins in mid-October and if earnings results are better-than-feared, that just may be the catalyst needed to end this market correction,” he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Rise as Yields Decline, Dow Tries to Recover from Worst Day since March</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\">\nStocks Rise as Yields Decline, Dow Tries to Recover from Worst Day since March\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-09-27 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks rose Wednesday, as Wall Street tried to recover from steep losses seen in the previous session, boosted by a dip in Treasury yields and a positive economic data release.</p><p>The Dow Jones Industrial Average gained 67 points, or 0.2%. The S&amp;P 500 climbed 0.4%, and the Nasdaq Composite advanced 0.6%.</p><p>Shares of Faraday Future plunged 27% on $90 Mln stock offering plans. Faraday Future has entered into an at-the-market equity offering sales agreement under which it may offer and sell shares having a value of up to $90 million.</p><p style=\"text-align: start;\">The benchmark 10-year Treasury yield fell, pulling back from its highest levels since 2007. The 2-year Treasury yield also fell from a recent multiyear high.</p><p style=\"text-align: start;\">The Commerce Department reported Wednesday morning that orders for durable goods rose 0.2% in August. That topped a Dow Jones estimate for a decline of 0.5%.</p><p style=\"text-align: start;\">Rising rates have recently put pressure on stocks amid fears that the Federal Reserve could keep monetary policy tighter for longer than expected. On Tuesday, the S&amp;P 500 fell below the key 4,300 for the first time since June. The Dow also posted its biggest one-day loss since March, dropping more than 300 points to close below its 200-day moving average for the first time since May. These losses came after new home sales and consumer confidence data missed economists’ estimates.</p><p style=\"text-align: start;\">“Consumers remain worried about inflation and the impact of higher borrowing costs. This also weighed on housing market activities as mortgage rates tick higher,” said U.S. Bank Asset Management senior investment strategist Rob Haworth. “However, still-high accumulated consumer savings balances, a strong labor market and solid wage growth are providing some support as we near the fourth quarter of the year.”</p><p style=\"text-align: start;\">The market is currently living up to its “seasonally weak September,” said Blanke Schein Wealth Management’s chief investment officer Robert Schein. Indeed, the S&amp;P 500 is off 5.2% in September, while the Dow is down 3.2%. The Nasdaq is the laggard of the three, losing nearly 7% this month.</p><p style=\"text-align: start;\">Schein expects the volatility to extend into October, before a shift. “Earnings season begins in mid-October and if earnings results are better-than-feared, that just may be the catalyst needed to end this market correction,” he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102326051","content_text":"Stocks rose Wednesday, as Wall Street tried to recover from steep losses seen in the previous session, boosted by a dip in Treasury yields and a positive economic data release.The Dow Jones Industrial Average gained 67 points, or 0.2%. The S&P 500 climbed 0.4%, and the Nasdaq Composite advanced 0.6%.Shares of Faraday Future plunged 27% on $90 Mln stock offering plans. Faraday Future has entered into an at-the-market equity offering sales agreement under which it may offer and sell shares having a value of up to $90 million.The benchmark 10-year Treasury yield fell, pulling back from its highest levels since 2007. The 2-year Treasury yield also fell from a recent multiyear high.The Commerce Department reported Wednesday morning that orders for durable goods rose 0.2% in August. That topped a Dow Jones estimate for a decline of 0.5%.Rising rates have recently put pressure on stocks amid fears that the Federal Reserve could keep monetary policy tighter for longer than expected. On Tuesday, the S&P 500 fell below the key 4,300 for the first time since June. The Dow also posted its biggest one-day loss since March, dropping more than 300 points to close below its 200-day moving average for the first time since May. These losses came after new home sales and consumer confidence data missed economists’ estimates.“Consumers remain worried about inflation and the impact of higher borrowing costs. This also weighed on housing market activities as mortgage rates tick higher,” said U.S. Bank Asset Management senior investment strategist Rob Haworth. “However, still-high accumulated consumer savings balances, a strong labor market and solid wage growth are providing some support as we near the fourth quarter of the year.”The market is currently living up to its “seasonally weak September,” said Blanke Schein Wealth Management’s chief investment officer Robert Schein. Indeed, the S&P 500 is off 5.2% in September, while the Dow is down 3.2%. The Nasdaq is the laggard of the three, losing nearly 7% this month.Schein expects the volatility to extend into October, before a shift. “Earnings season begins in mid-October and if earnings results are better-than-feared, that just may be the catalyst needed to end this market correction,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":223645459828768,"gmtCreate":1695639262682,"gmtModify":1695639266594,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/223645459828768","repostId":"2369402152","repostType":4,"repost":{"id":"2369402152","kind":"highlight","pubTimestamp":1695619925,"share":"https://ttm.financial/m/news/2369402152?lang=&edition=fundamental","pubTime":"2023-09-25 13:32","market":"us","language":"en","title":"Got $3,000? These 3 Stocks Could Double Your Money by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2369402152","media":"Motley Fool","summary":"These companies have long histories of consistent stock growth thanks to dominating positions in their respective areas of tech.","content":"<html><head></head><body><p>The technology sector has gained a reputation for offering investors significant gains over the long term. The sector is constantly evolving, thriving from a system where consumers and businesses must upgrade various devices every few years. As a result, it&#39;s an excellent place to find solid growth stocks. </p><p>The chart below shows how <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> have all more than doubled their stock prices in the last five years. While past growth isn&#39;t always indicative of what&#39;s to come, these companies are leaders in their respective areas of technology, and have expanding businesses in lucrative markets, such as artificial intelligence (AI). </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23255d090d9349a26b346ae3fdc15259\" alt=\"Data by YCharts.\" title=\"Data by YCharts.\" tg-width=\"720\" tg-height=\"466\"/><span>Data by YCharts.</span></p><p>The growth potential of these companies means you don&#39;t need tens of thousands of dollars to see a considerable return on your investment. So, if you got an extra $3,000 after meeting expenses, here are three stocks that could double your money by 2030. </p><h2 id=\"id_1420722619\">1. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p>As the world&#39;s most valuable company, with a market cap of $2.8 trillion, Apple has a long history of consistent growth. Investment mogul Warren Buffett has become one of the company&#39;s biggest proponents. His holding company, <strong>Berkshire Hathaway</strong>, has entrusted 46% of its portfolio to it. Since Berkshire first invested in Apple seven years ago, its share price has soared 560%.</p><p>The company has climbed to the top of tech by achieving leading market shares in most of its product categories. It has garnered immense brand loyalty from consumers with its interconnected ecosystem of products that discourages users from buying competing devices if Apple is an option.</p><p>Exclusive apps like Messages and FaceTime have hooked customers and made lifelong users out of millions of people. The company&#39;s success has led annual revenue to rise 48% over the last five years and operating income to climb 68%.</p><p>Apple has faced macroeconomic headwinds this year, causing revenue declines in multiple product segments. But its increasing use of AI across its lineup, the upcoming venture into virtual/augmented reality, and a booming digital services business will likely take it far. Despite recent hurdles, I wouldn&#39;t bet against Apple at least doubling your money over the next seven years. In fact, it&#39;s worth dedicating about 40% of the $3,000 to the company. An investment of about $1,225 would buy seven shares at its current price.</p><h2 id=\"id_1197587643\">2. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>As the home of potent products and platforms such as Windows, Office, Xbox, Azure, and LinkedIn, Microsoft is easily one of the most reliable investments available. Millions of consumers and businesses worldwide depend on the company for productivity and entertainment. And in 2023, it has emerged as one of the biggest names in AI. </p><p>Management invested $1 billion in ChatGPT developer OpenAI in 2019 and has since increased that figure by another $10 billion, putting its ownership stake at 49%. The partnership has allowed Microsoft to obtain exclusive licenses on several of the start-up&#39;s AI models, including the one responsible for ChatGPT. </p><p>OpenAI&#39;s technology and Microsoft&#39;s popular productivity software could prove to be a lucrative combination over the long term, and the company has already brought AI upgrades to several of its services, including its Azure cloud and the Office programs Word and Excel. It plans to launch a range of AI tools on its subscription-based 365 Office suite.</p><p>The company is well-equipped to become the go-to for anyone interested in using AI to boost efficiency, whether in business, in school, or at home. </p><p>Microsoft&#39;s shares have soared 884% in the last decade. With the power of AI, there&#39;s no telling how far that figure could rise over the next ten years, and it has an excellent chance of doubling your investment by 2030. With similar potential to Apple, I&#39;d equal an investment in Microsoft and buy four shares (about $1,280). </p><h2 id=\"id_3718653339\">3. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>Like Microsoft, Alphabet is home to some of the world&#39;s most recognizable products and platforms, with immense growth from Google, Android, and YouTube, to name a few. As a result, its annual revenue has risen 107% since 2019, with operating income up 130%.</p><p>The biggest reason to invest in Alphabet is its dominance in digital advertising, with billions of dollars in earnings each year through ads on YouTube and Search. Meanwhile, millions of businesses rely on Alphabet to provide income-generating ads on their websites.</p><p>The company has struggled over the last year as rising interest rates have curbed spending on ads, but easing inflation has put Alphabet on a recovery path. In the second quarter, revenue rose 7% year over year, beating analysts&#39; estimates by close to $2 billion.</p><p>In recent years, Alphabet has seen solid growth in its Google Cloud, which increased revenue by 28% in the second quarter. The company is steadily expanding its library of AI tools on the platform, launching its own version of ChatGPT earlier this year. Google Cloud might not grow to the heights of platforms like <strong>Amazon</strong> Web Services, but it has a solid role in the industry with its third-largest market share. </p><p>Alphabet&#39;s command of the digital advertising market, alongside expansions into other high-growth areas of tech, makes it a solid way to see significant gains by 2030. The remaining $495 of your $3,000 investment would yield 3.7 shares in Alphabet. However, an extra $30 would bump you up to four full shares. </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $3,000? These 3 Stocks Could Double Your Money by 2030</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGot $3,000? These 3 Stocks Could Double Your Money by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-25 13:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/09/24/got-3000-these-3-stocks-could-double-your-money-by/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The technology sector has gained a reputation for offering investors significant gains over the long term. The sector is constantly evolving, thriving from a system where consumers and businesses must...</p>\n\n<a href=\"https://www.fool.com/investing/2023/09/24/got-3000-these-3-stocks-could-double-your-money-by/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果","GOOGL":"谷歌A","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2023/09/24/got-3000-these-3-stocks-could-double-your-money-by/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2369402152","content_text":"The technology sector has gained a reputation for offering investors significant gains over the long term. The sector is constantly evolving, thriving from a system where consumers and businesses must upgrade various devices every few years. As a result, it's an excellent place to find solid growth stocks. The chart below shows how Apple, Microsoft, and Alphabet have all more than doubled their stock prices in the last five years. While past growth isn't always indicative of what's to come, these companies are leaders in their respective areas of technology, and have expanding businesses in lucrative markets, such as artificial intelligence (AI). Data by YCharts.The growth potential of these companies means you don't need tens of thousands of dollars to see a considerable return on your investment. So, if you got an extra $3,000 after meeting expenses, here are three stocks that could double your money by 2030. 1. AppleAs the world's most valuable company, with a market cap of $2.8 trillion, Apple has a long history of consistent growth. Investment mogul Warren Buffett has become one of the company's biggest proponents. His holding company, Berkshire Hathaway, has entrusted 46% of its portfolio to it. Since Berkshire first invested in Apple seven years ago, its share price has soared 560%.The company has climbed to the top of tech by achieving leading market shares in most of its product categories. It has garnered immense brand loyalty from consumers with its interconnected ecosystem of products that discourages users from buying competing devices if Apple is an option.Exclusive apps like Messages and FaceTime have hooked customers and made lifelong users out of millions of people. The company's success has led annual revenue to rise 48% over the last five years and operating income to climb 68%.Apple has faced macroeconomic headwinds this year, causing revenue declines in multiple product segments. But its increasing use of AI across its lineup, the upcoming venture into virtual/augmented reality, and a booming digital services business will likely take it far. Despite recent hurdles, I wouldn't bet against Apple at least doubling your money over the next seven years. In fact, it's worth dedicating about 40% of the $3,000 to the company. An investment of about $1,225 would buy seven shares at its current price.2. MicrosoftAs the home of potent products and platforms such as Windows, Office, Xbox, Azure, and LinkedIn, Microsoft is easily one of the most reliable investments available. Millions of consumers and businesses worldwide depend on the company for productivity and entertainment. And in 2023, it has emerged as one of the biggest names in AI. Management invested $1 billion in ChatGPT developer OpenAI in 2019 and has since increased that figure by another $10 billion, putting its ownership stake at 49%. The partnership has allowed Microsoft to obtain exclusive licenses on several of the start-up's AI models, including the one responsible for ChatGPT. OpenAI's technology and Microsoft's popular productivity software could prove to be a lucrative combination over the long term, and the company has already brought AI upgrades to several of its services, including its Azure cloud and the Office programs Word and Excel. It plans to launch a range of AI tools on its subscription-based 365 Office suite.The company is well-equipped to become the go-to for anyone interested in using AI to boost efficiency, whether in business, in school, or at home. Microsoft's shares have soared 884% in the last decade. With the power of AI, there's no telling how far that figure could rise over the next ten years, and it has an excellent chance of doubling your investment by 2030. With similar potential to Apple, I'd equal an investment in Microsoft and buy four shares (about $1,280). 3. AlphabetLike Microsoft, Alphabet is home to some of the world's most recognizable products and platforms, with immense growth from Google, Android, and YouTube, to name a few. As a result, its annual revenue has risen 107% since 2019, with operating income up 130%.The biggest reason to invest in Alphabet is its dominance in digital advertising, with billions of dollars in earnings each year through ads on YouTube and Search. Meanwhile, millions of businesses rely on Alphabet to provide income-generating ads on their websites.The company has struggled over the last year as rising interest rates have curbed spending on ads, but easing inflation has put Alphabet on a recovery path. In the second quarter, revenue rose 7% year over year, beating analysts' estimates by close to $2 billion.In recent years, Alphabet has seen solid growth in its Google Cloud, which increased revenue by 28% in the second quarter. The company is steadily expanding its library of AI tools on the platform, launching its own version of ChatGPT earlier this year. Google Cloud might not grow to the heights of platforms like Amazon Web Services, but it has a solid role in the industry with its third-largest market share. Alphabet's command of the digital advertising market, alongside expansions into other high-growth areas of tech, makes it a solid way to see significant gains by 2030. The remaining $495 of your $3,000 investment would yield 3.7 shares in Alphabet. However, an extra $30 would bump you up to four full shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210772943855840,"gmtCreate":1692483041615,"gmtModify":1692483047149,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Not 'Tqa' but Tqs (Thanks)","listText":"Not 'Tqa' but Tqs (Thanks)","text":"Not 'Tqa' but Tqs (Thanks)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210772943855840","repostId":"2360533292","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210771936010400,"gmtCreate":1692482699299,"gmtModify":1692482704314,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Interesting article; so if&nbsp;Aapl can&nbsp;dip to $167 shall it be a value&nbsp;buy for long term investment ? Of course Aapl may or may&nbsp; not dip to that level. Tqa","listText":"Interesting article; so if&nbsp;Aapl can&nbsp;dip to $167 shall it be a value&nbsp;buy for long term investment ? Of course Aapl may or may&nbsp; not dip to that level. Tqa","text":"Interesting article; so if Aapl can dip to $167 shall it be a value buy for long term investment ? Of course Aapl may or may not dip to that level. Tqa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/210771936010400","repostId":"2360533292","repostType":4,"repost":{"id":"2360533292","kind":"highlight","pubTimestamp":1692431978,"share":"https://ttm.financial/m/news/2360533292?lang=&edition=fundamental","pubTime":"2023-08-19 15:59","market":"us","language":"en","title":"3 Stocks For Total Return That Also Happen To Pay A Dividend","url":"https://stock-news.laohu8.com/highlight/detail?id=2360533292","media":"Seekingalpha","summary":"Or does it make much more sense to focus one's valuable time and effort on areas of the market that are overflowing with companies with strong cash-based sources of intrinsic value, entities that have net cash on the balance sheet and strong free cash flow generation--areas such as large cap growth?To us, the answer should be an easy one. We tend to prefer to focus on ideas in the large cap-growth sandbox. Why are readers so caught up on underperforming areas?Well, the answer seems to be clear enough: It's all about the dividend. Many readers may be retirees looking to build an income stream, which is great, but many may not have found resources to help them truly understand the concept of the dividend, itself. Do you, for example, believe the dividend is like a traditional bond coupon payment, where a traditional bond coupon payment is independent of the bond price, itself?If so, this article will help you. Quite simply, the dividend is nothing like a traditional bond coupon payment a","content":"<html><head></head><body><ul><li><p>The article emphasizes the importance of focusing on total return rather than just dividends when investing.</p></li><li><p>It suggests that areas of the market with strong cash-based sources of intrinsic value, such as large cap growth, may be a more favorable area to consider investing.</p></li><li><p>The article highlights <a href=\"https://laohu8.com/S/V\">Visa</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, and <a href=\"https://laohu8.com/S/AAPL\">Apple</a> as examples of companies with strong cash flow generation and dividend growth prospects.</p></li></ul><p>Investing is supposed to be easy. The broader markets, as measured by the market-cap weighted S&amp;P 500 (SP500), have advanced at an annualized rate of ~12.7% during the past 10 years. However, after a look around at the type of research that is often most popular on Seeking Alpha, it becomes readily apparent that tremendous effort is seemingly spent on trying to decipher which equity real estate investment trusts (&#34;REITs&#34;) (VNQ) may have the best dividends, or which mortgage REITs (&#34;mREITs&#34;) may offer the best payouts, or even which master limited partnerships (&#34;MLPs&#34;) may offer the strongest distributions. It&#39;s sometimes disappointing, at least to me, that readers continue to want more and more content on these types of securities, given that underperformance in these areas has been considerable for the past 10 years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7ace3ba46fd15f17900e0d298cfc8fe\" tg-width=\"752\" tg-height=\"452\"/></p><p>Entities with large net cash positions and substantial free cash flow generation have outperformed not only the broader stock market, but also key high yield areas, including REITs, mortgage REITs and master limited partnerships during the past 10 years. (The respective ETF sponsors)</p><p>We encourage readers on Seeking Alpha to take a big step back and look at which sandbox you&#39;d like to play in. Does it make much sense to apply your research efforts in equity REITs, mortgage REITs, and master limited partnerships that often are filled with companies with considerable net debt positions and free cash flow that may barely cover their dividends, if only perhaps they are prudent enough with capital spending? Or does it make much more sense to focus one&#39;s valuable time and effort on areas of the market that are overflowing with companies with strong cash-based sources of intrinsic value, entities that have net cash on the balance sheet and strong free cash flow generation--areas such as large cap growth? To us, the answer should be an easy one. We tend to prefer to focus on ideas in the large cap-growth sandbox.</p><p>Why are readers so caught up on underperforming areas? Well, the answer seems to be clear enough: It&#39;s all about the dividend. Many readers may be retirees looking to build an income stream, which is great, but many may not have found resources to help them truly understand the concept of the dividend, itself. Do you, for example, believe the dividend is like a traditional bond coupon payment, where a traditional bond coupon payment is independent of the bond price, itself? If so, this article will help you.</p><p>Quite simply, the dividend is nothing like a traditional bond coupon payment and generally should be viewed as part of capital appreciation that otherwise would have been achieved had the dividend not been paid. The implications on this thought process should be profound to many readers on Seeking Alpha, as in this article, one will eventually recognize that the share price is reduced by the amount of the dividend on the company&#39;s ex-dividend date. Unlike a bond and its coupon, the share price is not independent of the dividend.</p><p>What this means in the most general sense is that investors pursuing an income strategy may not know that doing so directly impacts their capital appreciation potential. Investors get their total return whether they like it or not. What this means is that the total return of a stock should not be viewed in backwards fashion as the sum of the dividend yield and capital appreciation, as it may lead investors to believe that if a company adds to its dividend yield that its total return would advance further. Instead, investors should view all equities similarly whether they pay a dividend or not, assessed by total return, and then view that total return as broken into the areas of dividend yield and capital appreciation. Total return is independent of the dividend yield; it is not driven by it. In this article, we explain why, which bears repeating to hammer home this concept:</p><blockquote>Let&#39;s use [a] real-life example of a...prominent company such as Microsoft (MSFT). Back in 2004, Microsoft announced a special one-time dividend in the amount of $3 per share. It was payable to shareholders of record as of November 17, 2004, so to be eligible for the dividend, one had to buy the stock the week before, at least two trading (business) days before the record date, before the company went ex-dividend after November 12, 2004. Clearly, the chart below shows that Microsoft&#39;s shares were adjusted downward by the $3-per share dividend following the ex-dividend date, and while trading subsequent to that event impacted the stock, it is still important to understand this important market function when it comes to the dividend. If Microsoft had not paid this $3 per-share special one-time dividend, it is fair to assume that its share price would not have been adjusted down by the dividend. Perhaps this is easy to understand for many readers; for other readers, it may be helpful to evaluate the chart below to facilitate the understanding.</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a53d0bd0c27db2c11780312eca7ef326\" tg-width=\"640\" tg-height=\"357\"/></p><p>When a company announces a dividend, its share price is reduced by the amount of the dividend on the ex-dividend date. (Trading View)</p><p>Don&#39;t get me wrong: Dividends are great. They serve a number of purposes for investors, and companies that pay a free-cash-flow backed dividend can be great long-term investments. Visa Inc. (V), Apple Inc. (AAPL) and Microsoft (MSFT) are just a few of our dividend-paying favorites. We also provide a Dividend Growth Newsletter as well as a High Yield Dividend Newsletter to our members, but a dividend is what it is: capital appreciation that otherwise would have been achieved had the dividend not been paid. Within the enterprise free cash flow construct, the dividend is cash that otherwise would have piled up on the balance sheet instead of being dispersed to shareholders. Looking at how stock prices adjust following large, one-time dividends is perhaps the best way to understand the dividend payment, while studying the enterprise valuation process, or the discounted cash-flow method, helps investors understand why this adjustment occurs.</p><p>Now, retirees may say that they require income, and this is why considerable effort is spent on assessing dividend payments. This is fair. Using dividend-paying equities to furnish one&#39;s retirement is a reasonable pursuit, but it should come with the acknowledgement that the dividend itself is actually taking away from a company&#39;s capital appreciation that otherwise would have been achieved had the company not paid the dividend. We&#39;re not splitting hairs in our explanation of total return, as understanding that total return is independent of the dividend yield could have serious implications on how one views the markets and which strategy one pursues. What is, or rather should be, most important to all investors is total return, as the dividend yield should be viewed as being &#34;paid out&#34; of total return, not a driver of it.</p><p>Said another way, it&#39;s very likely that companies with hefty dividend yields--those in the very high-single-digits or in the double-digits--may experience declining share prices over time, as the dividend yield weighs on their stock price over time.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5a604916716b4488caa7206a309018e9\" tg-width=\"640\" tg-height=\"518\"/></p><p>Energy master limited partnerships and mortgage REITs have destroyed the accounts of retirees, necessitating them to chase higher and higher yields as their capital positions have eroded. (Trading View)</p><p>A look at the price performance of the <a href=\"https://laohu8.com/S/AMLP\">Alerian MLP ETF</a> (AMLP) and the <a href=\"https://laohu8.com/S/REM\">iShares Mortgage Real Estate Capped ETF</a> (REM), for example, has shown ongoing share price declines as entities in this group paid out hefty dividend/distribution yields along the way. Were you expecting that the dividend/distribution payment would act as a headwind to their share prices in this way, or were you thinking that these areas might have similar capital appreciation as other areas that perhaps don&#39;t pay a dividend? Quite simply, a hefty dividend yield is a huge headwind to a firm&#39;s share price. We think about the effort that many retirees make in trying to understanding these highly-complex, high-yielding areas, and we ask why? Why would one let the income tail wag the total return dog...to mostly achieve underperformance? One of the few answers we can come up with is a lack of understanding of the structural dynamics of the dividend payment, and this lack of understanding may be hurting many investors. For example, a myopic focus on the dividend yield could have resulted in a massive total return difference--between that of a ~15.7% annualized return in the stylistic area of large cap growth over the past 10 years versus a low-single digit one in most high-yielding equities.</p><p>Instead, we think retirees may be better off focusing on total return first, and then high yield as a secondary consideration. But what happens if an investor is only focused on the payout? A study recently released by Chicago Booth&#39;s Samuel Hartzmark and University of Southern California&#39;s David H. Solomon called the free dividends fallacy should resonate with readers. In their work, they explain that a focus on dividends could be costing investors roughly &#34;2-4 percent less per year than could otherwise be expected.&#34; Interestingly, from an empirical standpoint, the past 10 years have supported their conclusions, with the SPDR S&amp;P Dividend ETF (SDY), which includes many high-yielding Dividend Aristocrats, trailing the SPDR S&amp;P 500 ETF Trust (SPY) by roughly that percentage point range each year over the past 10 years.</p><p>In some ways, it seems like there may be a strong inverse correlation between the lower the dividend yield, the higher the total return, or conversely, the higher the dividend yield, the lower the total return. In any case, whether it is high-yielding equities or dividend growth equities, a myopic focus on the dividend or dividend yield seems to be costing investors, at least over the past 10 years.</p><p>We&#39;re not saying dividends aren&#39;t great (they are). Rather, we&#39;re saying that something else is more important, and that&#39;s a focus on total return and the cash-based sources of intrinsic value within the enterprise valuation construct--net cash on the balance sheet and future expectations of free cash flow. Such a view is not inconsistent with our being believers in the tenets of dividend growth investing either--reinvesting compounding dividends, growing yield on cost--but we&#39;re not letting the dividend tail wag the total return dog. A couple percentage points per year in underperformance truly adds up. The three ideas we&#39;re highlighting in this article may be three of our favorite dividend growth ideas, but in the context of this article, let&#39;s call them three of our favorite total return ideas that also have great dividend growth prospects. We think this is a better way to view dividend growth investing.</p><h2 id=\"id_685390662\"><a href=\"https://laohu8.com/S/V\">Visa</a></h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d75ee4d0adfc5f87bde9f32a99cef03b\" tg-width=\"640\" tg-height=\"379\"/></p><p>The high end of our fair value estimate range stands at $283 per share. (Valuentum)</p><p>Visa Inc. probably has the best business model in our coverage universe. The company benefits from a network effect, acts as a toll-road operator collecting fees every time one of its cards is swiped, and the credit card giant puts up huge operating and free cash flow margins. Visa is a top “weighting” in the portfolio of the Best Ideas Newsletter, and we don’t see that changing anytime soon. The high end of our fair value estimate range for Visa stands at ~$283 per share, with shares trading at ~$238 per share at the time of this writing. Though Visa has roughly a net-neutral balance sheet, including U.S. litigation escrow, the firm&#39;s free cash flow generation is phenomenal. Through the first nine months of fiscal 2023, its free cash flow generation of ~$13.07 billion has handily covered cash dividends paid of ~$2.8 billion. Shares yield ~0.8% at the time of this writing.</p><h2 id=\"id_3922442612\"><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5861c732fe6030f225ae32d49d4d7a1b\" tg-width=\"640\" tg-height=\"378\"/></p><p>The high end of our fair value estimate range is $368. (Valuentum)</p><p>Microsoft Corporation is probably the best play on the monetization of artificial intelligence, with the firm already rolling it in 365 Copilot as a voluntary upgrade. At the end of June, Microsoft held $111.3 billion in total cash and cash equivalents, exclusive of $9.9 billion in equity investments, and short- and long-term debt of $47.2 billion--good for a very nice net cash position. For the three months ended in June, cash flow from operations at Microsoft surged to $28.8 billion, while capital spending came in at $8.9 billion, good for free cash flow generation in the quarter of $19.8 billion. Common stock dividends paid in the quarter were just $5.05 billion, meaning that Microsoft&#39;s free cash flow coverage of its dividend is amazing, something that is further bolstered by a nice net cash position. The high end of our fair value estimate range of Microsoft is $368 per share (shares are trading at ~$316 each). Microsoft&#39;s dividend yield is ~0.9%.</p><h2 id=\"id_90170760\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b28fd2b1c2eb6c6c70ce8123fdd649a3\" tg-width=\"640\" tg-height=\"377\"/></p><p>The high end of our fair value estimate range is $200. (Valuentum)</p><p>We think Apple’s &#34;Vision Pro&#34; could spell upside to its fiscal 2024 and fiscal 2025 numbers, and now it’s looking likely that Apple could spark a huge jump in sales of its Apple Watch, after this year’s iteration, if it able to successfully deliver on embedding blood-pressure monitoring technology to the &#34;Watch X&#34; (it has been reported the company has had trouble embedding this technology in the past). We continue to like Apple’s cash-based sources of intrinsic value: its net cash position remains solid, and future expectations of enterprise free cash flow remain robust. At the beginning of July, Apple had a net cash position of ~$61.3 billion, while free cash flow generation of ~$80.1 billion easily covered cash dividends paid of ~$11.3 billion during the first nine months of fiscal 2023 by a large margin. As with Microsoft, Apple has tremendous dividend growth prospects. The high end of our fair value estimate range of Apple stands at $200 per share; shares of Apple yield ~0.6% at the time of this writing.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks For Total Return That Also Happen To Pay A Dividend</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks For Total Return That Also Happen To Pay A Dividend\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-19 15:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4629693-3-stocks-for-total-return-that-also-happen-to-pay-a-dividend><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The article emphasizes the importance of focusing on total return rather than just dividends when investing.It suggests that areas of the market with strong cash-based sources of intrinsic value, such...</p>\n\n<a href=\"https://seekingalpha.com/article/4629693-3-stocks-for-total-return-that-also-happen-to-pay-a-dividend\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","AAPL":"苹果","MSFT":"微软"},"source_url":"https://seekingalpha.com/article/4629693-3-stocks-for-total-return-that-also-happen-to-pay-a-dividend","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2360533292","content_text":"The article emphasizes the importance of focusing on total return rather than just dividends when investing.It suggests that areas of the market with strong cash-based sources of intrinsic value, such as large cap growth, may be a more favorable area to consider investing.The article highlights Visa, Microsoft, and Apple as examples of companies with strong cash flow generation and dividend growth prospects.Investing is supposed to be easy. The broader markets, as measured by the market-cap weighted S&P 500 (SP500), have advanced at an annualized rate of ~12.7% during the past 10 years. However, after a look around at the type of research that is often most popular on Seeking Alpha, it becomes readily apparent that tremendous effort is seemingly spent on trying to decipher which equity real estate investment trusts (\"REITs\") (VNQ) may have the best dividends, or which mortgage REITs (\"mREITs\") may offer the best payouts, or even which master limited partnerships (\"MLPs\") may offer the strongest distributions. It's sometimes disappointing, at least to me, that readers continue to want more and more content on these types of securities, given that underperformance in these areas has been considerable for the past 10 years.Entities with large net cash positions and substantial free cash flow generation have outperformed not only the broader stock market, but also key high yield areas, including REITs, mortgage REITs and master limited partnerships during the past 10 years. (The respective ETF sponsors)We encourage readers on Seeking Alpha to take a big step back and look at which sandbox you'd like to play in. Does it make much sense to apply your research efforts in equity REITs, mortgage REITs, and master limited partnerships that often are filled with companies with considerable net debt positions and free cash flow that may barely cover their dividends, if only perhaps they are prudent enough with capital spending? Or does it make much more sense to focus one's valuable time and effort on areas of the market that are overflowing with companies with strong cash-based sources of intrinsic value, entities that have net cash on the balance sheet and strong free cash flow generation--areas such as large cap growth? To us, the answer should be an easy one. We tend to prefer to focus on ideas in the large cap-growth sandbox.Why are readers so caught up on underperforming areas? Well, the answer seems to be clear enough: It's all about the dividend. Many readers may be retirees looking to build an income stream, which is great, but many may not have found resources to help them truly understand the concept of the dividend, itself. Do you, for example, believe the dividend is like a traditional bond coupon payment, where a traditional bond coupon payment is independent of the bond price, itself? If so, this article will help you.Quite simply, the dividend is nothing like a traditional bond coupon payment and generally should be viewed as part of capital appreciation that otherwise would have been achieved had the dividend not been paid. The implications on this thought process should be profound to many readers on Seeking Alpha, as in this article, one will eventually recognize that the share price is reduced by the amount of the dividend on the company's ex-dividend date. Unlike a bond and its coupon, the share price is not independent of the dividend.What this means in the most general sense is that investors pursuing an income strategy may not know that doing so directly impacts their capital appreciation potential. Investors get their total return whether they like it or not. What this means is that the total return of a stock should not be viewed in backwards fashion as the sum of the dividend yield and capital appreciation, as it may lead investors to believe that if a company adds to its dividend yield that its total return would advance further. Instead, investors should view all equities similarly whether they pay a dividend or not, assessed by total return, and then view that total return as broken into the areas of dividend yield and capital appreciation. Total return is independent of the dividend yield; it is not driven by it. In this article, we explain why, which bears repeating to hammer home this concept:Let's use [a] real-life example of a...prominent company such as Microsoft (MSFT). Back in 2004, Microsoft announced a special one-time dividend in the amount of $3 per share. It was payable to shareholders of record as of November 17, 2004, so to be eligible for the dividend, one had to buy the stock the week before, at least two trading (business) days before the record date, before the company went ex-dividend after November 12, 2004. Clearly, the chart below shows that Microsoft's shares were adjusted downward by the $3-per share dividend following the ex-dividend date, and while trading subsequent to that event impacted the stock, it is still important to understand this important market function when it comes to the dividend. If Microsoft had not paid this $3 per-share special one-time dividend, it is fair to assume that its share price would not have been adjusted down by the dividend. Perhaps this is easy to understand for many readers; for other readers, it may be helpful to evaluate the chart below to facilitate the understanding.When a company announces a dividend, its share price is reduced by the amount of the dividend on the ex-dividend date. (Trading View)Don't get me wrong: Dividends are great. They serve a number of purposes for investors, and companies that pay a free-cash-flow backed dividend can be great long-term investments. Visa Inc. (V), Apple Inc. (AAPL) and Microsoft (MSFT) are just a few of our dividend-paying favorites. We also provide a Dividend Growth Newsletter as well as a High Yield Dividend Newsletter to our members, but a dividend is what it is: capital appreciation that otherwise would have been achieved had the dividend not been paid. Within the enterprise free cash flow construct, the dividend is cash that otherwise would have piled up on the balance sheet instead of being dispersed to shareholders. Looking at how stock prices adjust following large, one-time dividends is perhaps the best way to understand the dividend payment, while studying the enterprise valuation process, or the discounted cash-flow method, helps investors understand why this adjustment occurs.Now, retirees may say that they require income, and this is why considerable effort is spent on assessing dividend payments. This is fair. Using dividend-paying equities to furnish one's retirement is a reasonable pursuit, but it should come with the acknowledgement that the dividend itself is actually taking away from a company's capital appreciation that otherwise would have been achieved had the company not paid the dividend. We're not splitting hairs in our explanation of total return, as understanding that total return is independent of the dividend yield could have serious implications on how one views the markets and which strategy one pursues. What is, or rather should be, most important to all investors is total return, as the dividend yield should be viewed as being \"paid out\" of total return, not a driver of it.Said another way, it's very likely that companies with hefty dividend yields--those in the very high-single-digits or in the double-digits--may experience declining share prices over time, as the dividend yield weighs on their stock price over time.Energy master limited partnerships and mortgage REITs have destroyed the accounts of retirees, necessitating them to chase higher and higher yields as their capital positions have eroded. (Trading View)A look at the price performance of the Alerian MLP ETF (AMLP) and the iShares Mortgage Real Estate Capped ETF (REM), for example, has shown ongoing share price declines as entities in this group paid out hefty dividend/distribution yields along the way. Were you expecting that the dividend/distribution payment would act as a headwind to their share prices in this way, or were you thinking that these areas might have similar capital appreciation as other areas that perhaps don't pay a dividend? Quite simply, a hefty dividend yield is a huge headwind to a firm's share price. We think about the effort that many retirees make in trying to understanding these highly-complex, high-yielding areas, and we ask why? Why would one let the income tail wag the total return dog...to mostly achieve underperformance? One of the few answers we can come up with is a lack of understanding of the structural dynamics of the dividend payment, and this lack of understanding may be hurting many investors. For example, a myopic focus on the dividend yield could have resulted in a massive total return difference--between that of a ~15.7% annualized return in the stylistic area of large cap growth over the past 10 years versus a low-single digit one in most high-yielding equities.Instead, we think retirees may be better off focusing on total return first, and then high yield as a secondary consideration. But what happens if an investor is only focused on the payout? A study recently released by Chicago Booth's Samuel Hartzmark and University of Southern California's David H. Solomon called the free dividends fallacy should resonate with readers. In their work, they explain that a focus on dividends could be costing investors roughly \"2-4 percent less per year than could otherwise be expected.\" Interestingly, from an empirical standpoint, the past 10 years have supported their conclusions, with the SPDR S&P Dividend ETF (SDY), which includes many high-yielding Dividend Aristocrats, trailing the SPDR S&P 500 ETF Trust (SPY) by roughly that percentage point range each year over the past 10 years.In some ways, it seems like there may be a strong inverse correlation between the lower the dividend yield, the higher the total return, or conversely, the higher the dividend yield, the lower the total return. In any case, whether it is high-yielding equities or dividend growth equities, a myopic focus on the dividend or dividend yield seems to be costing investors, at least over the past 10 years.We're not saying dividends aren't great (they are). Rather, we're saying that something else is more important, and that's a focus on total return and the cash-based sources of intrinsic value within the enterprise valuation construct--net cash on the balance sheet and future expectations of free cash flow. Such a view is not inconsistent with our being believers in the tenets of dividend growth investing either--reinvesting compounding dividends, growing yield on cost--but we're not letting the dividend tail wag the total return dog. A couple percentage points per year in underperformance truly adds up. The three ideas we're highlighting in this article may be three of our favorite dividend growth ideas, but in the context of this article, let's call them three of our favorite total return ideas that also have great dividend growth prospects. We think this is a better way to view dividend growth investing.VisaThe high end of our fair value estimate range stands at $283 per share. (Valuentum)Visa Inc. probably has the best business model in our coverage universe. The company benefits from a network effect, acts as a toll-road operator collecting fees every time one of its cards is swiped, and the credit card giant puts up huge operating and free cash flow margins. Visa is a top “weighting” in the portfolio of the Best Ideas Newsletter, and we don’t see that changing anytime soon. The high end of our fair value estimate range for Visa stands at ~$283 per share, with shares trading at ~$238 per share at the time of this writing. Though Visa has roughly a net-neutral balance sheet, including U.S. litigation escrow, the firm's free cash flow generation is phenomenal. Through the first nine months of fiscal 2023, its free cash flow generation of ~$13.07 billion has handily covered cash dividends paid of ~$2.8 billion. Shares yield ~0.8% at the time of this writing.MicrosoftThe high end of our fair value estimate range is $368. (Valuentum)Microsoft Corporation is probably the best play on the monetization of artificial intelligence, with the firm already rolling it in 365 Copilot as a voluntary upgrade. At the end of June, Microsoft held $111.3 billion in total cash and cash equivalents, exclusive of $9.9 billion in equity investments, and short- and long-term debt of $47.2 billion--good for a very nice net cash position. For the three months ended in June, cash flow from operations at Microsoft surged to $28.8 billion, while capital spending came in at $8.9 billion, good for free cash flow generation in the quarter of $19.8 billion. Common stock dividends paid in the quarter were just $5.05 billion, meaning that Microsoft's free cash flow coverage of its dividend is amazing, something that is further bolstered by a nice net cash position. The high end of our fair value estimate range of Microsoft is $368 per share (shares are trading at ~$316 each). Microsoft's dividend yield is ~0.9%.AppleThe high end of our fair value estimate range is $200. (Valuentum)We think Apple’s \"Vision Pro\" could spell upside to its fiscal 2024 and fiscal 2025 numbers, and now it’s looking likely that Apple could spark a huge jump in sales of its Apple Watch, after this year’s iteration, if it able to successfully deliver on embedding blood-pressure monitoring technology to the \"Watch X\" (it has been reported the company has had trouble embedding this technology in the past). We continue to like Apple’s cash-based sources of intrinsic value: its net cash position remains solid, and future expectations of enterprise free cash flow remain robust. At the beginning of July, Apple had a net cash position of ~$61.3 billion, while free cash flow generation of ~$80.1 billion easily covered cash dividends paid of ~$11.3 billion during the first nine months of fiscal 2023 by a large margin. As with Microsoft, Apple has tremendous dividend growth prospects. The high end of our fair value estimate range of Apple stands at $200 per share; shares of Apple yield ~0.6% at the time of this writing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979132335,"gmtCreate":1688269313827,"gmtModify":1688269319140,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Congrats!&nbsp; After the bear of 2022 spiked by interest rates hike, all FAANGMT stocks perform great this year. Wonder how shall the 2H2023 be?","listText":"Congrats!&nbsp; After the bear of 2022 spiked by interest rates hike, all FAANGMT stocks perform great this year. Wonder how shall the 2H2023 be?","text":"Congrats! After the bear of 2022 spiked by interest rates hike, all FAANGMT stocks perform great this year. Wonder how shall the 2H2023 be?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979132335","repostId":"193099711516784","repostType":1,"repost":{"id":193099711516784,"gmtCreate":1688173085692,"gmtModify":1688174649960,"author":{"id":"4113824102564902","authorId":"4113824102564902","name":"Lionel8383","avatar":"https://community-static.tradeup.com/news/816b168172cfedf6cec338c52322f186","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113824102564902","authorIdStr":"4113824102564902"},"themes":[],"title":"2023 Mid Year Recap","htmlText":"Sharing my 2023 Mid Year performance. Little did I expect that Meta would be the best performer in my portfolio this year. I remembered back in October/November last year, I was debating if I should sell my Meta position to cut loss. Considering that I had already been in it since May 2022, I decided to just ignore the P&amp;L segment or just went on to watch Netflix during market hours back then. Top 5 Performers My top 5 positions in terms of performance are: Meta +83.48% Apple +35.77% Microsoft +30.24% Salesforce +19.92% Amazon +19.47% The S&amp;P 500 is up 16.37% in the first six months of 2023, and Nasdaq Composite is up 32.74%, while the Dow Jones is the laggard up 3.83% in 2023, this was really surprising as at the start of the year, the media and doomsday prophets were all saying t","listText":"Sharing my 2023 Mid Year performance. Little did I expect that Meta would be the best performer in my portfolio this year. I remembered back in October/November last year, I was debating if I should sell my Meta position to cut loss. Considering that I had already been in it since May 2022, I decided to just ignore the P&amp;L segment or just went on to watch Netflix during market hours back then. Top 5 Performers My top 5 positions in terms of performance are: Meta +83.48% Apple +35.77% Microsoft +30.24% Salesforce +19.92% Amazon +19.47% The S&amp;P 500 is up 16.37% in the first six months of 2023, and Nasdaq Composite is up 32.74%, while the Dow Jones is the laggard up 3.83% in 2023, this was really surprising as at the start of the year, the media and doomsday prophets were all saying t","text":"Sharing my 2023 Mid Year performance. Little did I expect that Meta would be the best performer in my portfolio this year. I remembered back in October/November last year, I was debating if I should sell my Meta position to cut loss. Considering that I had already been in it since May 2022, I decided to just ignore the P&L segment or just went on to watch Netflix during market hours back then. Top 5 Performers My top 5 positions in terms of performance are: Meta +83.48% Apple +35.77% Microsoft +30.24% Salesforce +19.92% Amazon +19.47% The S&P 500 is up 16.37% in the first six months of 2023, and Nasdaq Composite is up 32.74%, while the Dow Jones is the laggard up 3.83% in 2023, this was really surprising as at the start of the year, the media and doomsday prophets were all saying t","images":[{"img":"https://community-static.tradeup.com/news/e107bf693ce8f717f4af75e0d94e1b77","width":"1944","height":"1571"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193099711516784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182886368579600,"gmtCreate":1685659293521,"gmtModify":1685659298325,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182886368579600","repostId":"1157678955","repostType":4,"repost":{"id":"1157678955","kind":"news","pubTimestamp":1685629750,"share":"https://ttm.financial/m/news/1157678955?lang=&edition=fundamental","pubTime":"2023-06-01 22:29","market":"us","language":"en","title":"Meta's Zuckerberg Unveils Quest 3 Mixed Reality Headset Starting at $499","url":"https://stock-news.laohu8.com/highlight/detail?id=1157678955","media":"Reuters","summary":"Meta Platforms CEO Mark Zuckerberg revealed the company's next generation mixed reality headset, the","content":"<html><head></head><body><p>Meta Platforms CEO Mark Zuckerberg revealed the company&#39;s next generation mixed reality headset, the Quest 3, in an Instagram post on Thursday as part of its annual gaming conference.</p><p style=\"text-align: start;\">Priced starting at $499, the device will be 40% thinner than the company&#39;s previous device and feature color mixed reality, which combines augmented and virtual reality elements, Zuckerberg said in his post.</p><p style=\"text-align: start;\">The Quest 3 also will have a new Qualcomm chipset with twice the graphics performance, Zuckerberg said, and promised more details at the company&#39;s virtual reality conference in September.</p><p style=\"text-align: start;\">Zuckerberg&#39;s announcement came less than a week before tech rival Apple was expected to unveil its first mixed reality device.</p><p style=\"text-align: start;\">Meta currently dominates the market for AR/VR devices, with a nearly 80% share of the 8.8 million headsets sold in 2022, according to an estimate by market research firm IDC.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta's Zuckerberg Unveils Quest 3 Mixed Reality Headset Starting at $499</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta's Zuckerberg Unveils Quest 3 Mixed Reality Headset Starting at $499\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-01 22:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/metas-zuckerberg-unveils-quest-3-141344850.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms CEO Mark Zuckerberg revealed the company's next generation mixed reality headset, the Quest 3, in an Instagram post on Thursday as part of its annual gaming conference.Priced starting ...</p>\n\n<a href=\"https://finance.yahoo.com/news/metas-zuckerberg-unveils-quest-3-141344850.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://finance.yahoo.com/news/metas-zuckerberg-unveils-quest-3-141344850.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157678955","content_text":"Meta Platforms CEO Mark Zuckerberg revealed the company's next generation mixed reality headset, the Quest 3, in an Instagram post on Thursday as part of its annual gaming conference.Priced starting at $499, the device will be 40% thinner than the company's previous device and feature color mixed reality, which combines augmented and virtual reality elements, Zuckerberg said in his post.The Quest 3 also will have a new Qualcomm chipset with twice the graphics performance, Zuckerberg said, and promised more details at the company's virtual reality conference in September.Zuckerberg's announcement came less than a week before tech rival Apple was expected to unveil its first mixed reality device.Meta currently dominates the market for AR/VR devices, with a nearly 80% share of the 8.8 million headsets sold in 2022, according to an estimate by market research firm IDC.","news_type":1},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970257653,"gmtCreate":1684507439972,"gmtModify":1684507443452,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970257653","repostId":"2336931090","repostType":4,"repost":{"id":"2336931090","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1684478505,"share":"https://ttm.financial/m/news/2336931090?lang=&edition=fundamental","pubTime":"2023-05-19 14:41","market":"us","language":"en","title":"20 AI Stocks Expected to Post the Highest Compound Annual Sales Growth Through 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2336931090","media":"Dow Jones","summary":"AI is \"the next new thing\" in tech, but unlike other investment fads, this one seems likely to have ","content":"<html><head></head><body><p>AI is &#34;the next new thing&#34; in tech, but unlike other investment fads, this one seems likely to have staying power as it transforms many industries</p><p>Things move quickly in the world of artificial intelligence. It is easy to sit back and complain about developments that could be disruptive, but sometimes investors are best served by putting emotions aside and observing new developments and how they affect markets. Could AI developments and related trends make you a lot of money?</p><p>Below is a new screen showing a group of AI-oriented companies expected to increase their sales most rapidly through 2025, based on consensus estimates among analysts polled by FactSet. Then we show expected revenue growth rates for the largest AI-oriented companies in the screen.</p><p>Over the long haul, many businesses might perform more efficiently by employing AI. Maybe this technology can create an economic revolution similar to the one that moved the majority of the working population away from agricultural labor during the 19th and 20th centuries.</p><p>Back in February, we screened 96 stocks held by five exchange-traded funds focused on AI and related industries and listed the 20 that analysts thought would rise the most over the following 12 months.</p><p>Three months is a long time for AI, and the shakeout hasn&#39;t even started.</p><p>Read:Congress and tech seem open to regulating AI efforts, but that doesn&#39;t mean it will happen</p><p>There is no way to predict how politicians will react to perceived or real threats of AI and machine learning. And the largest U.S. tech players are doing everything they can to employ the new technology and remain dominant. But that doesn&#39;t mean they will grow more quickly than smaller AI-focused players.</p><h2>A new AI stock screen</h2><p>Once again we will begin a screen with these five ETFs:</p><ul><li><p>The Global X Robotics &amp; Artificial Intelligence ETF BOTZ BOTZ was established 2016 and has $1.8 billion in assets under management. The fund tracks an index of companies listed in developed markets that are expected to benefit from the increased utilization of robotics and AI. There are 44 stocks in the BOTZ portfolio, which is weighted by market capitalization and rebalanced once a year. Its largest holding is Intuitive Surgical Inc. ISRG, which makes up 10% of the portfolio, followed by Nvidia Corp. NVDA at 9.4%.</p></li><li><p>The iShares Robotics and Artificial Intelligence Multisector ETF IRBO holds 116 stocks that are equal-weighted, as it tracks a global index of companies that derive at east 50% of revenue from robotics or AI, or have significant exposure to related industries. This ETF was launched in 2018 and has $304 million in assets.</p></li><li><p>The $246 million First Trust Nasdaq Artificial Intelligence &amp; Robotics ETF ROBT has 107 stocks in its portfolio, with a modified weighting based on how directly companies are involved in AI or robotics. It was established in 2018.</p></li><li><p>The Robo Global Artificial Intelligence ETF THNQ has $26 million in assets and was established in 2020. I holds 69 stocks and isn’t concentrated. It uses a scoring system to weight its holdings by percentage of revenue derived from AI, with holdings also subject to minimum market capitalization and liquidity requirements.</p></li><li><p>The newest ETF on this list is the WisdomTree Artificial Intelligence and Innovation Fund WTAI, which was established in December and has $13 million in assets and holds 73 stocks in an equal-weighted portfolio. According to FactSet, stocks are handpicked and selected companies “generate at least 50% of their revenue from AI and innovation activities, including those related to software, semiconductors, hardware technology, machine learning and innovative products.”</p></li></ul><p>Altogether and removing duplicates, the five ETFs hold 270 stocks of companies in 23 countries. We first narrowed the list to 197 covered by at least nine analysts and for which consensus sales estimates are available through calendar 2025. We used calendar-year estimates because some companies have fiscal years that don&#39;t match the calendar.</p><p>Here are the 20 screened AI-related companies expected by analysts to have the highest compound annual growth rates (CAGR) for sales from 2023 through 2025. Sales estimates are in millions of U.S. dollars. The list also shows which of the above five ETFs holds each stocks.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b3ef2997244f063f73df1f07d4c9b03\" tg-width=\"855\" tg-height=\"1130\"/></p><p>We have screened for expected revenue growth, rather than for earnings or cash flow, because in a newer tech-oriented business area, investors are most likely to consider the top line as companies sacrifice profits to build market share.</p><p>It is important to do your own research if you consider purchasing any individual stock, to form your own opinion about a company&#39;s ability to remain competitive over the long term. Starting from the top of the list, BioXcel Therapeutics Inc. <a href=\"https://laohu8.com/S/BTAI\">$(BTAI)$</a> is expected to show exponential sales growth, but that is from a low expected baseline this year.</p><p>What about the largest AI-related companies held by these ETFs?</p><p>Here are the largest 20 companies in the screen by market capitalization, ranked by expected sales CAGR from 2022 through 2025. Once again the sales estimates are in millions of U.S. dollars, but the market caps are in billions.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5510df9fff3d2575481119ca28fe2cba\" tg-width=\"829\" tg-height=\"1413\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 AI Stocks Expected to Post the Highest Compound Annual Sales Growth Through 2025</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n20 AI Stocks Expected to Post the Highest Compound Annual Sales Growth Through 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-05-19 14:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AI is &#34;the next new thing&#34; in tech, but unlike other investment fads, this one seems likely to have staying power as it transforms many industries</p><p>Things move quickly in the world of artificial intelligence. It is easy to sit back and complain about developments that could be disruptive, but sometimes investors are best served by putting emotions aside and observing new developments and how they affect markets. Could AI developments and related trends make you a lot of money?</p><p>Below is a new screen showing a group of AI-oriented companies expected to increase their sales most rapidly through 2025, based on consensus estimates among analysts polled by FactSet. Then we show expected revenue growth rates for the largest AI-oriented companies in the screen.</p><p>Over the long haul, many businesses might perform more efficiently by employing AI. Maybe this technology can create an economic revolution similar to the one that moved the majority of the working population away from agricultural labor during the 19th and 20th centuries.</p><p>Back in February, we screened 96 stocks held by five exchange-traded funds focused on AI and related industries and listed the 20 that analysts thought would rise the most over the following 12 months.</p><p>Three months is a long time for AI, and the shakeout hasn&#39;t even started.</p><p>Read:Congress and tech seem open to regulating AI efforts, but that doesn&#39;t mean it will happen</p><p>There is no way to predict how politicians will react to perceived or real threats of AI and machine learning. And the largest U.S. tech players are doing everything they can to employ the new technology and remain dominant. But that doesn&#39;t mean they will grow more quickly than smaller AI-focused players.</p><h2>A new AI stock screen</h2><p>Once again we will begin a screen with these five ETFs:</p><ul><li><p>The Global X Robotics &amp; Artificial Intelligence ETF BOTZ BOTZ was established 2016 and has $1.8 billion in assets under management. The fund tracks an index of companies listed in developed markets that are expected to benefit from the increased utilization of robotics and AI. There are 44 stocks in the BOTZ portfolio, which is weighted by market capitalization and rebalanced once a year. Its largest holding is Intuitive Surgical Inc. ISRG, which makes up 10% of the portfolio, followed by Nvidia Corp. NVDA at 9.4%.</p></li><li><p>The iShares Robotics and Artificial Intelligence Multisector ETF IRBO holds 116 stocks that are equal-weighted, as it tracks a global index of companies that derive at east 50% of revenue from robotics or AI, or have significant exposure to related industries. This ETF was launched in 2018 and has $304 million in assets.</p></li><li><p>The $246 million First Trust Nasdaq Artificial Intelligence &amp; Robotics ETF ROBT has 107 stocks in its portfolio, with a modified weighting based on how directly companies are involved in AI or robotics. It was established in 2018.</p></li><li><p>The Robo Global Artificial Intelligence ETF THNQ has $26 million in assets and was established in 2020. I holds 69 stocks and isn’t concentrated. It uses a scoring system to weight its holdings by percentage of revenue derived from AI, with holdings also subject to minimum market capitalization and liquidity requirements.</p></li><li><p>The newest ETF on this list is the WisdomTree Artificial Intelligence and Innovation Fund WTAI, which was established in December and has $13 million in assets and holds 73 stocks in an equal-weighted portfolio. According to FactSet, stocks are handpicked and selected companies “generate at least 50% of their revenue from AI and innovation activities, including those related to software, semiconductors, hardware technology, machine learning and innovative products.”</p></li></ul><p>Altogether and removing duplicates, the five ETFs hold 270 stocks of companies in 23 countries. We first narrowed the list to 197 covered by at least nine analysts and for which consensus sales estimates are available through calendar 2025. We used calendar-year estimates because some companies have fiscal years that don&#39;t match the calendar.</p><p>Here are the 20 screened AI-related companies expected by analysts to have the highest compound annual growth rates (CAGR) for sales from 2023 through 2025. Sales estimates are in millions of U.S. dollars. The list also shows which of the above five ETFs holds each stocks.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b3ef2997244f063f73df1f07d4c9b03\" tg-width=\"855\" tg-height=\"1130\"/></p><p>We have screened for expected revenue growth, rather than for earnings or cash flow, because in a newer tech-oriented business area, investors are most likely to consider the top line as companies sacrifice profits to build market share.</p><p>It is important to do your own research if you consider purchasing any individual stock, to form your own opinion about a company&#39;s ability to remain competitive over the long term. Starting from the top of the list, BioXcel Therapeutics Inc. <a href=\"https://laohu8.com/S/BTAI\">$(BTAI)$</a> is expected to show exponential sales growth, but that is from a low expected baseline this year.</p><p>What about the largest AI-related companies held by these ETFs?</p><p>Here are the largest 20 companies in the screen by market capitalization, ranked by expected sales CAGR from 2022 through 2025. Once again the sales estimates are in millions of U.S. dollars, but the market caps are in billions.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5510df9fff3d2575481119ca28fe2cba\" tg-width=\"829\" tg-height=\"1413\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","AMZN":"亚马逊","TSLA":"特斯拉","AMD":"美国超微公司","AAPL":"苹果","002230":"科大讯飞","INTC":"英特尔"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2336931090","content_text":"AI is \"the next new thing\" in tech, but unlike other investment fads, this one seems likely to have staying power as it transforms many industriesThings move quickly in the world of artificial intelligence. It is easy to sit back and complain about developments that could be disruptive, but sometimes investors are best served by putting emotions aside and observing new developments and how they affect markets. Could AI developments and related trends make you a lot of money?Below is a new screen showing a group of AI-oriented companies expected to increase their sales most rapidly through 2025, based on consensus estimates among analysts polled by FactSet. Then we show expected revenue growth rates for the largest AI-oriented companies in the screen.Over the long haul, many businesses might perform more efficiently by employing AI. Maybe this technology can create an economic revolution similar to the one that moved the majority of the working population away from agricultural labor during the 19th and 20th centuries.Back in February, we screened 96 stocks held by five exchange-traded funds focused on AI and related industries and listed the 20 that analysts thought would rise the most over the following 12 months.Three months is a long time for AI, and the shakeout hasn't even started.Read:Congress and tech seem open to regulating AI efforts, but that doesn't mean it will happenThere is no way to predict how politicians will react to perceived or real threats of AI and machine learning. And the largest U.S. tech players are doing everything they can to employ the new technology and remain dominant. But that doesn't mean they will grow more quickly than smaller AI-focused players.A new AI stock screenOnce again we will begin a screen with these five ETFs:The Global X Robotics & Artificial Intelligence ETF BOTZ BOTZ was established 2016 and has $1.8 billion in assets under management. The fund tracks an index of companies listed in developed markets that are expected to benefit from the increased utilization of robotics and AI. There are 44 stocks in the BOTZ portfolio, which is weighted by market capitalization and rebalanced once a year. Its largest holding is Intuitive Surgical Inc. ISRG, which makes up 10% of the portfolio, followed by Nvidia Corp. NVDA at 9.4%.The iShares Robotics and Artificial Intelligence Multisector ETF IRBO holds 116 stocks that are equal-weighted, as it tracks a global index of companies that derive at east 50% of revenue from robotics or AI, or have significant exposure to related industries. This ETF was launched in 2018 and has $304 million in assets.The $246 million First Trust Nasdaq Artificial Intelligence & Robotics ETF ROBT has 107 stocks in its portfolio, with a modified weighting based on how directly companies are involved in AI or robotics. It was established in 2018.The Robo Global Artificial Intelligence ETF THNQ has $26 million in assets and was established in 2020. I holds 69 stocks and isn’t concentrated. It uses a scoring system to weight its holdings by percentage of revenue derived from AI, with holdings also subject to minimum market capitalization and liquidity requirements.The newest ETF on this list is the WisdomTree Artificial Intelligence and Innovation Fund WTAI, which was established in December and has $13 million in assets and holds 73 stocks in an equal-weighted portfolio. According to FactSet, stocks are handpicked and selected companies “generate at least 50% of their revenue from AI and innovation activities, including those related to software, semiconductors, hardware technology, machine learning and innovative products.”Altogether and removing duplicates, the five ETFs hold 270 stocks of companies in 23 countries. We first narrowed the list to 197 covered by at least nine analysts and for which consensus sales estimates are available through calendar 2025. We used calendar-year estimates because some companies have fiscal years that don't match the calendar.Here are the 20 screened AI-related companies expected by analysts to have the highest compound annual growth rates (CAGR) for sales from 2023 through 2025. Sales estimates are in millions of U.S. dollars. The list also shows which of the above five ETFs holds each stocks.We have screened for expected revenue growth, rather than for earnings or cash flow, because in a newer tech-oriented business area, investors are most likely to consider the top line as companies sacrifice profits to build market share.It is important to do your own research if you consider purchasing any individual stock, to form your own opinion about a company's ability to remain competitive over the long term. Starting from the top of the list, BioXcel Therapeutics Inc. $(BTAI)$ is expected to show exponential sales growth, but that is from a low expected baseline this year.What about the largest AI-related companies held by these ETFs?Here are the largest 20 companies in the screen by market capitalization, ranked by expected sales CAGR from 2022 through 2025. Once again the sales estimates are in millions of U.S. dollars, but the market caps are in billions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947492618,"gmtCreate":1683416562835,"gmtModify":1683416566798,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947492618","repostId":"1102444762","repostType":4,"repost":{"id":"1102444762","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1683300270,"share":"https://ttm.financial/m/news/1102444762?lang=&edition=fundamental","pubTime":"2023-05-05 23:24","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Amazon, Alphabet, Coinbase, Disney, Western Alliance and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1102444762","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Evercore ISI upgrades TE Connectivity to outperform f","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Evercore ISI upgrades TE Connectivity to outperform from in line</h2><p>Evercore said it sees “multiple paths for upside” for the consumer electronics company.</p><blockquote>“We are upgrading TEL to OP from In Line as we think FTM (forward 12 months) estimates should have room to move higher. While the margin ramp in H2 may contain some risk, their revenue guide appears rather conservative which could offset weaker pricing.”</blockquote><h2 style=\"text-align: start;\">JPMorgan upgrades Kellogg to neutral from underweight</h2><p>JPMorgan said the risks for Kellogg are already baked in.</p><blockquote>“On the positive side, fundamentals are improved and more consistent, investor sentiment remains slanted cautiously (in our view), and many risks that previously worried the Street (e.g. pension income, interest expense) are now baked in.”</blockquote><h2 style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley said Apple is “delivering under pressure” after its earnings report on Thursday.</p><blockquote>“March and June largely in-line with our expectations; attention shifts to the AR/VR and iPhone 15 launches.”</blockquote><h2 style=\"text-align: start;\">Guggenheim upgrades Portillo’s to buy from neutral</h2><p>Guggenheim said it sees multiple expansion for the restaurant chain.</p><blockquote>“We think 2023 will prove to be a year of getting back on track for Portillo’s with a pivot towards openings in Florida, Arizona and Texas (and the core market of Chicago) supporting investor confidence in the opportunity for near-term development.”</blockquote><h2 style=\"text-align: start;\">Bernstein upgrades Rio Tino to outperform from market perform</h2><p>Bernstein said the metals and mining company has an opportunity to “seize the lead.”</p><blockquote>“Third, RIO’s exposure to energy-hungry aluminum provides an interesting set up in a world of potential energy woes.</blockquote><h2 style=\"text-align: start;\">Goldman Sachs downgrades Atlassian to neutral from buy</h2><p>Goldman said the company’s “cloud transition [is] likely taking longer than expected.”</p><blockquote>“We are downgrading Atlassian to Neutral (from Buy) with a $165 PT (vs $240 prior) as we see the pace of the company’s cloud transition likely taking longer than expected.”</blockquote><h2 style=\"text-align: start;\">Wells Fargo upgrades VF Corp to equal weight from underweight</h2><p>Wells said “green shoots are getting harder to ignore” for the footwear and apparel company.</p><blockquote>“VFC: Vans Still a Ways from Turning, but Green Shoots Harder to Ignore; Upgrading to EW.”</blockquote><h2 style=\"text-align: start;\">Citi reiterates Disney as buy</h2><p>Citi said it’s bullish heading into earnings next week.</p><blockquote>“DIS will report F2Q23 results Wednesday (5/10) after the close. We believe the primary focus will be on profitability and the company’s cost initiatives announced last quarter. We maintain our Buy rating and $130 target price.”</blockquote><h2 style=\"text-align: start;\">UBS upgrades Shopify to neutral from sell</h2><p>UBS said in its upgrade of Shopify that it sees revenue upside.</p><blockquote>“The sale of the logistics ops, higher focus on profitability, and the 23% reduction in workforce remove a key source of gross margin dilution, and raise the prospect of significantly higher FCF generation from 2H onwards.”</blockquote><h2 style=\"text-align: start;\">Morgan Stanley upgrades Avis to equal weight from underweight</h2><p>Morgan Stanley said the risks are already priced in for the car rental company.</p><blockquote>“Avis<u>’</u> Q1 results were strong with positive forward view on travel patterns and fleet discipline. While we continue to expect earnings to decline we believe such risks are discounted in the share price, Upgrade to EW.”</blockquote><h2 style=\"text-align: start;\">Deutsche Bank upgrades SolarEdge to buy from hold</h2><p>Deutsche said cost concerns are “fading” for the solar company.</p><blockquote>“We upgrade SolarEdge to BUY rating (PT $375, 30% upside). We are increasingly constructive on the name, given previous concerns around cost control, better geographic localization of its supply chain and margin pressure have faded away.”</blockquote><h2 style=\"text-align: start;\">Piper Sandler upgrades Becton Dickinson to overweight from neutral</h2><p>Piper said in its upgrade of the medical devices company that it sees earnings per share upside.</p><blockquote>“We’re upgrading shares of BDX to Overweight today and raising our price target to $290 We’ve been patiently waiting for the margin ramp in the back half of FY′23 to be de-risked and for evidence that we’re moving closer to other shareholder friendly activities</blockquote><h2 style=\"text-align: start;\">Oppenheimer upgrades Blue Owl to outperform from perform</h2><p>Oppenheimer said in its upgrade of the alternative investment management firm that investors should buy the dip.</p><blockquote>“We have long admired this franchise, but have been put off by a comparatively-rich valuation versus others. But now, when people are throwing the baby out with the bathwater, we say ‘grab the baby.’”</blockquote><h2 style=\"text-align: start;\">Jefferies initiates Playboy Group as buy</h2><p>Jefferies said it sees “significant upside” for the adult themed global media and lifestyle company.</p><blockquote>“As PLBY comes out of a turnaround, proof of profitability and the early success of Centerfold offers significant upside.”</blockquote><h2 style=\"text-align: start;\">Piper Sandler reiterates Carvana as outperform</h2><p>Piper said the car seller is “coming back from the brink” after its earnings report on Thursday.</p><blockquote>“CVNA was indicated higher by 25% after the company released Q1 results, and if recent trends continue, we think there’s ample room for more upside.”</blockquote><h2 style=\"text-align: start;\">Wedbush reiterates Coinbase as outperform</h2><p>Wedbush said it’s standing by shares of the crypto company.</p><blockquote>“Outperform rated COIN reported better than expected Q1/CY23 results, with outperformance in most metrics, including Transaction and Subscription for both Retail and Institution areas, Adjusted EBITDA margin, as well as institutional trading volumes.”</blockquote><h2 style=\"text-align: start;\">Needham reiterates Amazon as buy</h2><p>Needham said it’s standing by its buy rating on the e-commerce giant.</p><blockquote>“As we detail each quarter, since services revs are &gt;50% of total revs, AMZN should be valued as a services company, we believe. Also, based on our sum-of-the-parts analysis, investors are only paying about 1x forward year eCommerce revs, we calculate.”</blockquote><h2 style=\"text-align: start;\">JPMorgan upgrades Western Alliance and Comerica to overweight from neutral and Zions Bancorporation to overweight from underweight</h2><p>JPMorgan upgraded several regional banks on Friday morning and said it sees “significant intermediate-term favorable re-rating of regional bank stocks.”</p><blockquote>“We are upgrading WAL and CMA from Neutral to OW and ZION from UW to OW. With sentiment this negative, in our view it won’t take much to see a significant intermediate-term favorable re-rating of regional bank stocks.”</blockquote><h2 style=\"text-align: start;\">Bank of America reiterates Alphabet as buy</h2><p>Bank of America said the internet giant should continue to take share in search.</p><blockquote>“While traffic to potential competitors is increasing, Google’s search share continues to be up y/y and is stable since December.”</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Apple, Amazon, Alphabet, Coinbase, Disney, Western Alliance and 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; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Amazon, Alphabet, Coinbase, Disney, Western Alliance and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-05-05 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 style=\"text-align: start;\">Evercore ISI upgrades TE Connectivity to outperform from in line</h2><p>Evercore said it sees “multiple paths for upside” for the consumer electronics company.</p><blockquote>“We are upgrading TEL to OP from In Line as we think FTM (forward 12 months) estimates should have room to move higher. While the margin ramp in H2 may contain some risk, their revenue guide appears rather conservative which could offset weaker pricing.”</blockquote><h2 style=\"text-align: start;\">JPMorgan upgrades Kellogg to neutral from underweight</h2><p>JPMorgan said the risks for Kellogg are already baked in.</p><blockquote>“On the positive side, fundamentals are improved and more consistent, investor sentiment remains slanted cautiously (in our view), and many risks that previously worried the Street (e.g. pension income, interest expense) are now baked in.”</blockquote><h2 style=\"text-align: start;\">Morgan Stanley reiterates Apple as overweight</h2><p>Morgan Stanley said Apple is “delivering under pressure” after its earnings report on Thursday.</p><blockquote>“March and June largely in-line with our expectations; attention shifts to the AR/VR and iPhone 15 launches.”</blockquote><h2 style=\"text-align: start;\">Guggenheim upgrades Portillo’s to buy from neutral</h2><p>Guggenheim said it sees multiple expansion for the restaurant chain.</p><blockquote>“We think 2023 will prove to be a year of getting back on track for Portillo’s with a pivot towards openings in Florida, Arizona and Texas (and the core market of Chicago) supporting investor confidence in the opportunity for near-term development.”</blockquote><h2 style=\"text-align: start;\">Bernstein upgrades Rio Tino to outperform from market perform</h2><p>Bernstein said the metals and mining company has an opportunity to “seize the lead.”</p><blockquote>“Third, RIO’s exposure to energy-hungry aluminum provides an interesting set up in a world of potential energy woes.</blockquote><h2 style=\"text-align: start;\">Goldman Sachs downgrades Atlassian to neutral from buy</h2><p>Goldman said the company’s “cloud transition [is] likely taking longer than expected.”</p><blockquote>“We are downgrading Atlassian to Neutral (from Buy) with a $165 PT (vs $240 prior) as we see the pace of the company’s cloud transition likely taking longer than expected.”</blockquote><h2 style=\"text-align: start;\">Wells Fargo upgrades VF Corp to equal weight from underweight</h2><p>Wells said “green shoots are getting harder to ignore” for the footwear and apparel company.</p><blockquote>“VFC: Vans Still a Ways from Turning, but Green Shoots Harder to Ignore; Upgrading to EW.”</blockquote><h2 style=\"text-align: start;\">Citi reiterates Disney as buy</h2><p>Citi said it’s bullish heading into earnings next week.</p><blockquote>“DIS will report F2Q23 results Wednesday (5/10) after the close. We believe the primary focus will be on profitability and the company’s cost initiatives announced last quarter. We maintain our Buy rating and $130 target price.”</blockquote><h2 style=\"text-align: start;\">UBS upgrades Shopify to neutral from sell</h2><p>UBS said in its upgrade of Shopify that it sees revenue upside.</p><blockquote>“The sale of the logistics ops, higher focus on profitability, and the 23% reduction in workforce remove a key source of gross margin dilution, and raise the prospect of significantly higher FCF generation from 2H onwards.”</blockquote><h2 style=\"text-align: start;\">Morgan Stanley upgrades Avis to equal weight from underweight</h2><p>Morgan Stanley said the risks are already priced in for the car rental company.</p><blockquote>“Avis<u>’</u> Q1 results were strong with positive forward view on travel patterns and fleet discipline. While we continue to expect earnings to decline we believe such risks are discounted in the share price, Upgrade to EW.”</blockquote><h2 style=\"text-align: start;\">Deutsche Bank upgrades SolarEdge to buy from hold</h2><p>Deutsche said cost concerns are “fading” for the solar company.</p><blockquote>“We upgrade SolarEdge to BUY rating (PT $375, 30% upside). We are increasingly constructive on the name, given previous concerns around cost control, better geographic localization of its supply chain and margin pressure have faded away.”</blockquote><h2 style=\"text-align: start;\">Piper Sandler upgrades Becton Dickinson to overweight from neutral</h2><p>Piper said in its upgrade of the medical devices company that it sees earnings per share upside.</p><blockquote>“We’re upgrading shares of BDX to Overweight today and raising our price target to $290 We’ve been patiently waiting for the margin ramp in the back half of FY′23 to be de-risked and for evidence that we’re moving closer to other shareholder friendly activities</blockquote><h2 style=\"text-align: start;\">Oppenheimer upgrades Blue Owl to outperform from perform</h2><p>Oppenheimer said in its upgrade of the alternative investment management firm that investors should buy the dip.</p><blockquote>“We have long admired this franchise, but have been put off by a comparatively-rich valuation versus others. But now, when people are throwing the baby out with the bathwater, we say ‘grab the baby.’”</blockquote><h2 style=\"text-align: start;\">Jefferies initiates Playboy Group as buy</h2><p>Jefferies said it sees “significant upside” for the adult themed global media and lifestyle company.</p><blockquote>“As PLBY comes out of a turnaround, proof of profitability and the early success of Centerfold offers significant upside.”</blockquote><h2 style=\"text-align: start;\">Piper Sandler reiterates Carvana as outperform</h2><p>Piper said the car seller is “coming back from the brink” after its earnings report on Thursday.</p><blockquote>“CVNA was indicated higher by 25% after the company released Q1 results, and if recent trends continue, we think there’s ample room for more upside.”</blockquote><h2 style=\"text-align: start;\">Wedbush reiterates Coinbase as outperform</h2><p>Wedbush said it’s standing by shares of the crypto company.</p><blockquote>“Outperform rated COIN reported better than expected Q1/CY23 results, with outperformance in most metrics, including Transaction and Subscription for both Retail and Institution areas, Adjusted EBITDA margin, as well as institutional trading volumes.”</blockquote><h2 style=\"text-align: start;\">Needham reiterates Amazon as buy</h2><p>Needham said it’s standing by its buy rating on the e-commerce giant.</p><blockquote>“As we detail each quarter, since services revs are &gt;50% of total revs, AMZN should be valued as a services company, we believe. Also, based on our sum-of-the-parts analysis, investors are only paying about 1x forward year eCommerce revs, we calculate.”</blockquote><h2 style=\"text-align: start;\">JPMorgan upgrades Western Alliance and Comerica to overweight from neutral and Zions Bancorporation to overweight from underweight</h2><p>JPMorgan upgraded several regional banks on Friday morning and said it sees “significant intermediate-term favorable re-rating of regional bank stocks.”</p><blockquote>“We are upgrading WAL and CMA from Neutral to OW and ZION from UW to OW. With sentiment this negative, in our view it won’t take much to see a significant intermediate-term favorable re-rating of regional bank stocks.”</blockquote><h2 style=\"text-align: start;\">Bank of America reiterates Alphabet as buy</h2><p>Bank of America said the internet giant should continue to take share in search.</p><blockquote>“While traffic to potential competitors is increasing, Google’s search share continues to be up y/y and is stable since December.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLBY":"PLBY Group, Inc.","VFC":"威富集团","TEAM":"Atlassian Corporation PLC","GOOGL":"谷歌A","GOOG":"谷歌","WAL":"阿莱恩斯西部银行","BDX":"碧迪医疗","SEDG":"SolarEdge Technologies, Inc.","DIS":"迪士尼","ZION":"齐昂银行","OWL":"Blue Owl Capital Inc.","COIN":"Coinbase Global, Inc.","RIO":"力拓","TEL":"泰科电子","SHOP":"Shopify Inc","AMZN":"亚马逊","CVNA":"Carvana Co.","K":"家乐氏","CAR":"安飞士","AAPL":"苹果","CMA":"联信银行","PTLO":"Portillo’s Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102444762","content_text":"Here are Friday’s biggest calls on Wall Street:Evercore ISI upgrades TE Connectivity to outperform from in lineEvercore said it sees “multiple paths for upside” for the consumer electronics company.“We are upgrading TEL to OP from In Line as we think FTM (forward 12 months) estimates should have room to move higher. While the margin ramp in H2 may contain some risk, their revenue guide appears rather conservative which could offset weaker pricing.”JPMorgan upgrades Kellogg to neutral from underweightJPMorgan said the risks for Kellogg are already baked in.“On the positive side, fundamentals are improved and more consistent, investor sentiment remains slanted cautiously (in our view), and many risks that previously worried the Street (e.g. pension income, interest expense) are now baked in.”Morgan Stanley reiterates Apple as overweightMorgan Stanley said Apple is “delivering under pressure” after its earnings report on Thursday.“March and June largely in-line with our expectations; attention shifts to the AR/VR and iPhone 15 launches.”Guggenheim upgrades Portillo’s to buy from neutralGuggenheim said it sees multiple expansion for the restaurant chain.“We think 2023 will prove to be a year of getting back on track for Portillo’s with a pivot towards openings in Florida, Arizona and Texas (and the core market of Chicago) supporting investor confidence in the opportunity for near-term development.”Bernstein upgrades Rio Tino to outperform from market performBernstein said the metals and mining company has an opportunity to “seize the lead.”“Third, RIO’s exposure to energy-hungry aluminum provides an interesting set up in a world of potential energy woes.Goldman Sachs downgrades Atlassian to neutral from buyGoldman said the company’s “cloud transition [is] likely taking longer than expected.”“We are downgrading Atlassian to Neutral (from Buy) with a $165 PT (vs $240 prior) as we see the pace of the company’s cloud transition likely taking longer than expected.”Wells Fargo upgrades VF Corp to equal weight from underweightWells said “green shoots are getting harder to ignore” for the footwear and apparel company.“VFC: Vans Still a Ways from Turning, but Green Shoots Harder to Ignore; Upgrading to EW.”Citi reiterates Disney as buyCiti said it’s bullish heading into earnings next week.“DIS will report F2Q23 results Wednesday (5/10) after the close. We believe the primary focus will be on profitability and the company’s cost initiatives announced last quarter. We maintain our Buy rating and $130 target price.”UBS upgrades Shopify to neutral from sellUBS said in its upgrade of Shopify that it sees revenue upside.“The sale of the logistics ops, higher focus on profitability, and the 23% reduction in workforce remove a key source of gross margin dilution, and raise the prospect of significantly higher FCF generation from 2H onwards.”Morgan Stanley upgrades Avis to equal weight from underweightMorgan Stanley said the risks are already priced in for the car rental company.“Avis’ Q1 results were strong with positive forward view on travel patterns and fleet discipline. While we continue to expect earnings to decline we believe such risks are discounted in the share price, Upgrade to EW.”Deutsche Bank upgrades SolarEdge to buy from holdDeutsche said cost concerns are “fading” for the solar company.“We upgrade SolarEdge to BUY rating (PT $375, 30% upside). We are increasingly constructive on the name, given previous concerns around cost control, better geographic localization of its supply chain and margin pressure have faded away.”Piper Sandler upgrades Becton Dickinson to overweight from neutralPiper said in its upgrade of the medical devices company that it sees earnings per share upside.“We’re upgrading shares of BDX to Overweight today and raising our price target to $290 We’ve been patiently waiting for the margin ramp in the back half of FY′23 to be de-risked and for evidence that we’re moving closer to other shareholder friendly activitiesOppenheimer upgrades Blue Owl to outperform from performOppenheimer said in its upgrade of the alternative investment management firm that investors should buy the dip.“We have long admired this franchise, but have been put off by a comparatively-rich valuation versus others. But now, when people are throwing the baby out with the bathwater, we say ‘grab the baby.’”Jefferies initiates Playboy Group as buyJefferies said it sees “significant upside” for the adult themed global media and lifestyle company.“As PLBY comes out of a turnaround, proof of profitability and the early success of Centerfold offers significant upside.”Piper Sandler reiterates Carvana as outperformPiper said the car seller is “coming back from the brink” after its earnings report on Thursday.“CVNA was indicated higher by 25% after the company released Q1 results, and if recent trends continue, we think there’s ample room for more upside.”Wedbush reiterates Coinbase as outperformWedbush said it’s standing by shares of the crypto company.“Outperform rated COIN reported better than expected Q1/CY23 results, with outperformance in most metrics, including Transaction and Subscription for both Retail and Institution areas, Adjusted EBITDA margin, as well as institutional trading volumes.”Needham reiterates Amazon as buyNeedham said it’s standing by its buy rating on the e-commerce giant.“As we detail each quarter, since services revs are >50% of total revs, AMZN should be valued as a services company, we believe. Also, based on our sum-of-the-parts analysis, investors are only paying about 1x forward year eCommerce revs, we calculate.”JPMorgan upgrades Western Alliance and Comerica to overweight from neutral and Zions Bancorporation to overweight from underweightJPMorgan upgraded several regional banks on Friday morning and said it sees “significant intermediate-term favorable re-rating of regional bank stocks.”“We are upgrading WAL and CMA from Neutral to OW and ZION from UW to OW. With sentiment this negative, in our view it won’t take much to see a significant intermediate-term favorable re-rating of regional bank stocks.”Bank of America reiterates Alphabet as buyBank of America said the internet giant should continue to take share in search.“While traffic to potential competitors is increasing, Google’s search share continues to be up y/y and is stable since December.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947339856,"gmtCreate":1682551238175,"gmtModify":1682551241540,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947339856","repostId":"2330344808","repostType":4,"repost":{"id":"2330344808","kind":"highlight","pubTimestamp":1682549632,"share":"https://ttm.financial/m/news/2330344808?lang=&edition=fundamental","pubTime":"2023-04-27 06:53","market":"us","language":"en","title":"Meta Platforms Delivers Upbeat Guidance As Q1 Results Top Estimates; Shares Soar 11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2330344808","media":"Investing.com","summary":"Investing.com -- Meta Platforms reported Wednesday first-quarter results that topped Wall Street exp","content":"<html><head></head><body><p>Investing.com -- <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> reported Wednesday first-quarter results that topped Wall Street expectations and the social media giant provided upbeat revenue guidance amid ongoing progress to bring down costs.</p><p>Meta Platforms Inc (NASDAQ:META), the parent company of Facebook rose more than 11% in after-hours trade following the report.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42f9350f7979ca919fa1db14ef33b864\" tg-width=\"840\" tg-height=\"842\"/></p><p>Facebook announced EPS of $2.20 on revenue of $28.65 billion. Analysts polled by Investing.com anticipated EPS of $2.02 on revenue of $27.61B.</p><p>The better-than-expected results come as the company continued to make progress on its ‘year of efficiency’ pledge in 2022 and advertising revenue grew.</p><p>Headcount fell 1% to 77,114 year-on-year in Q1.</p><p>&#34;[W]e have substantially completed the 2022 employee layoffs while continuing to assess facilities consolidation and data center restructuring initiatives,&#34; the company said.</p><p>Advertising revenue rose to $28.10B year-on-year in Q1 from $27.00B a year earlier.</p><p>Facebook daily active users, or DAUs, rose 4% to 2.04B, while monthly active people, or MAUs, rose 2% to 2.99B.</p><p>Ad Impressions across the company’s apps jumped 26%, but average price per ad fell 17% year-on-year, pressured by increasing competition.</p><p>The company guided second-quarter revenue in a range of $29.5B to $32B, above Wall Street estimates of $29.47B.</p><p>Looking further ahead, the company sees 2023 revenue guidance in the range of $86B to $90B, adding that it continued to &#34;expect Reality Labs operating losses to increase year-over-year in 2023.&#34;</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Delivers Upbeat Guidance As Q1 Results Top Estimates; Shares Soar 11%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nMeta Platforms Delivers Upbeat Guidance As Q1 Results Top Estimates; Shares Soar 11%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-27 06:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/meta-platforms-delivers-upbeat-guidance-163336772.html><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing.com -- Meta Platforms reported Wednesday first-quarter results that topped Wall Street expectations and the social media giant provided upbeat revenue guidance amid ongoing progress to bring...</p>\n\n<a href=\"https://finance.yahoo.com/news/meta-platforms-delivers-upbeat-guidance-163336772.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://finance.yahoo.com/news/meta-platforms-delivers-upbeat-guidance-163336772.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2330344808","content_text":"Investing.com -- Meta Platforms reported Wednesday first-quarter results that topped Wall Street expectations and the social media giant provided upbeat revenue guidance amid ongoing progress to bring down costs.Meta Platforms Inc (NASDAQ:META), the parent company of Facebook rose more than 11% in after-hours trade following the report.Facebook announced EPS of $2.20 on revenue of $28.65 billion. Analysts polled by Investing.com anticipated EPS of $2.02 on revenue of $27.61B.The better-than-expected results come as the company continued to make progress on its ‘year of efficiency’ pledge in 2022 and advertising revenue grew.Headcount fell 1% to 77,114 year-on-year in Q1.\"[W]e have substantially completed the 2022 employee layoffs while continuing to assess facilities consolidation and data center restructuring initiatives,\" the company said.Advertising revenue rose to $28.10B year-on-year in Q1 from $27.00B a year earlier.Facebook daily active users, or DAUs, rose 4% to 2.04B, while monthly active people, or MAUs, rose 2% to 2.99B.Ad Impressions across the company’s apps jumped 26%, but average price per ad fell 17% year-on-year, pressured by increasing competition.The company guided second-quarter revenue in a range of $29.5B to $32B, above Wall Street estimates of $29.47B.Looking further ahead, the company sees 2023 revenue guidance in the range of $86B to $90B, adding that it continued to \"expect Reality Labs operating losses to increase year-over-year in 2023.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944526095,"gmtCreate":1681941814017,"gmtModify":1681941817605,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944526095","repostId":"1142454761","repostType":4,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945597153,"gmtCreate":1681510430773,"gmtModify":1681510434633,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945597153","repostId":"2327312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946610321,"gmtCreate":1680936533563,"gmtModify":1680936536953,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946610321","repostId":"1173697836","repostType":2,"repost":{"id":"1173697836","kind":"news","pubTimestamp":1680933151,"share":"https://ttm.financial/m/news/1173697836?lang=&edition=fundamental","pubTime":"2023-04-08 13:52","market":"us","language":"en","title":"Why Google Is A Strong Buy Ahead Of Q1 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1173697836","media":"Seeking Alpha","summary":"SummaryGoogle is going to report results for its first-quarter later this month.Google is likely to ","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Google is going to report results for its first-quarter later this month.</p></li><li><p>Google is likely to see only single-digit top line growth due to persistent ad market weakness, but the technology firm should report solid free cash flows.</p></li><li><p>Google is likely going to upsize its stock buyback and the stock is one of the cheapest FAANG stocks.</p></li></ul><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) is about to submit its first-quarter earnings sheet later this month (estimated earnings date: 4/27/2023), and in this article I am going to take a look at what investors can reasonably expect from the technology company regarding operating performance. Google has been performing moderately well in the fourth-quarter, given the difficult circumstances in the digital advertising market, but operating conditions in the first-quarter likely remained weak. However, Google’s core advertising business still generates a ton of free cash flow and the Cloud business is likely going to see strong, but decelerating growth in the first-quarter as well. Although challenges exist and the company may not have seen the bottom in the digital advertising market yet, I think shares are a bargain ahead of the Q1’23 earnings release!</p><h2 style=\"text-align: left;\">What investors can expect from Google&#39;s Q1&#39;23</h2><p style=\"text-align: left;\">Investors probably shouldn’t expect a whole lot from the technology company considering that a deep slowdown in the digital advertising market in FY 2022 affected Google, but also social media companies such as Meta Platforms (META) and Snap (SNAP). A weak ad market and overall slowing top line growth has forced Google to cut operating costs: the company announced earlier this year that it was laying off about 6% of its workforce in January which at the time translated to about 12 thousand job cuts. Other tech companies also laid off thousands of people, a sign that the U.S. economy is cooling and that companies are looking for cost cuts.</p><p style=\"text-align: left;\">The slowdown in the ad market has been well covered and most investors will be aware of Google&#39;s slowing growth. EPS estimates for the upcoming quarter reflect these expectations: the average prediction calls for $1.07 per-share in earnings in Q1&#39;23, implying a 13% EPS decline year over year. However, Google is still expected to squeeze out a 1.2% top line gain in the first-quarter and report revenues of approximately $68.83B.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f5c545f71f64b1d255656c2c3adc3d1\" alt=\"Source: Seeking Alpha\" title=\"Source: Seeking Alpha\" tg-width=\"640\" tg-height=\"259\"/><span>Source: Seeking Alpha</span></p><p style=\"text-align: left;\"><strong>Source: Seeking Alpha</strong></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">Google&#39;s earnings revision trend heading into Q1’23 is also rather negative. Analysts have down-graded Google’s EPS expectations 16 times in the last 90 days and there were only 3 EPS upward revisions, suggesting that analysts as a whole continue to expect persistent earnings headwinds resulting from a slowing advertising market.</p><p style=\"text-align: left;\">Google&#39;s advertising business remains challenged due to large corporations cutting back on ad spending in an increasingly uncertain market. As a result, Google’s advertising performance suffered in the fourth-quarter and will likely disappoint in Q1&#39;23 also: the technology company reported a revenue decline of 3.6% in its core ad business in Q4&#39;22. For the first-quarter, I expect 1.5-2.5% core advertising segment growth as the ad market remained weak and a string of bank failures possibly hurt spending attitudes during the quarter.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53217ed92c61097390a2ae6476456886\" alt=\"Source: Google\" title=\"Source: Google\" tg-width=\"640\" tg-height=\"224\"/><span>Source: Google</span></p><p style=\"text-align: left;\"><strong>Source: Google</strong></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">Whether or not Google will report positive top line growth in Q1&#39;23 largely depends on execution in Google&#39;s Cloud business. Cloud business growth chiefly depends on large corporate clients investing in digital infrastructure to drive efficiency. Google Cloud is the fastest-growing business for Alphabet and the business generated $7.3B in revenues in Q4&#39;22, showing 32% year over year growth. For the first-quarter, I expect 28-30% top line growth and it should be Cloud that once again pushes Google&#39;s consolidated revenue growth into the green.</p><h2 style=\"text-align: left;\">Free cash flow and stock buybacks</h2><p style=\"text-align: left;\">Google is on track to complete its stock buyback authorization of $70B, which was announced a year ago, in the very near term. Google repurchased $15.4B of its shares in the fourth-quarter and considering that the company generates approximately $16B in free cash flow quarterly, I believe Google is set to announce a major buyback, perhaps around the $100B mark, later this month.</p><p style=\"text-align: left;\">Assuming that the ad market remained in similar constitution as in the fourth-quarter, I would not expect a material change in Google’s free cash flow prowess: my prediction for Google&#39;s Q1’23 FCF is about $13.8B-$14.2B as first-quarter free cash flow typically falls off after the holiday season. In last year&#39;s first-quarter, Google generated $15.3B in free cash flow and persistent weakness in the ad market makes it unlikely that Google will be able to generate the same level of FCF this year. However, even $13-14B in free cash flow is a handsome sum to spend on buybacks, especially now that the stock is so cheap.</p><h2 style=\"text-align: left;\">Google’s valuation relative to FAANG rivals</h2><p style=\"text-align: left;\">Google continues to have an attractive valuation considering that the company runs a quasi-monopoly search business, Cloud continues to grow at double-digits and Google generates a ton of free cash flow from advertising sales. Google is also quite competitively valued, based off of free cash flow and earnings, when compared against other FAANG stocks... which is why I believe Google should throw as much money as it can afford to buy back shares at a discounted valuation.</p><p style=\"text-align: left;\">Google currently has the lowest P/FCF ratio (23.9 X) in the comparison group and the second-lowest forward P/E ratio (17.9 X), after Meta Platforms. I like Meta Platforms, chiefly because of its $40B stock buyback.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01a37e13277d7c19f19cacc977c9e896\" alt=\"\" title=\"\" tg-width=\"635\" tg-height=\"549\"/></p><p>Data by YCharts</p><p style=\"text-align: left;\">Compared to its own historical valuation range, Google can still be bought below its 1-year average P/E ratio. Considering that the company is likely to make a new buyback announcement at the end of the month, I believe the stock represents deep value for investors before the Q1&#39;23 earnings date. A major stock buyback announcement could result in a re-rating of Google&#39;s stock which is why I am upgrading Google&#39;s rating from buy to strong buy as well.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98b330ad157fcf94f7834b646dfd3c46\" alt=\"\" title=\"\" tg-width=\"635\" tg-height=\"417\"/></p><p>Data by YCharts</p><h2 style=\"text-align: left;\">Risks with Google</h2><p style=\"text-align: left;\">The biggest risk for Google is an accelerating slowdown in the digital advertising market which could lead to a deterioration of Google’s core operating performance... and therefore falling free cash flow. The technology company squeezed out a 1% top line gain in the last quarter due to a strong performance of Cloud. Additionally, high inflation has weighed on advertising budgets, but these dollars could quickly return if overall economic conditions improve.</p><h2 style=\"text-align: left;\">Final thoughts</h2><p style=\"text-align: left;\">I don’t expect too much from Google for the first-quarter to be honest, but I nonetheless believe that the technology company is going to put up a solid earnings sheet that will show positive top line growth as well as solid free cash flows. Earnings estimates are very low and a strong Cloud performance could make a difference for Google&#39;s Q1&#39;23 results.</p><p style=\"text-align: left;\">A key catalyst for Google could be the announcement of a major stock buyback which I believe will significantly exceed the $70B buyback announced a year ago. Since the current stock buyback program is set to be completed in the near term and Google&#39;s stock is quite cheap based off of earnings and free cash flow, I believe Google presently represents the best value in the group of FAANG stocks!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Google Is A Strong Buy Ahead Of Q1 Earnings</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 Google Is A Strong Buy Ahead Of Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-08 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592882-google-strong-buy-ahead-of-q1-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGoogle is going to report results for its first-quarter later this month.Google is likely to see only single-digit top line growth due to persistent ad market weakness, but the technology firm ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592882-google-strong-buy-ahead-of-q1-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4592882-google-strong-buy-ahead-of-q1-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1173697836","content_text":"SummaryGoogle is going to report results for its first-quarter later this month.Google is likely to see only single-digit top line growth due to persistent ad market weakness, but the technology firm should report solid free cash flows.Google is likely going to upsize its stock buyback and the stock is one of the cheapest FAANG stocks.Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) is about to submit its first-quarter earnings sheet later this month (estimated earnings date: 4/27/2023), and in this article I am going to take a look at what investors can reasonably expect from the technology company regarding operating performance. Google has been performing moderately well in the fourth-quarter, given the difficult circumstances in the digital advertising market, but operating conditions in the first-quarter likely remained weak. However, Google’s core advertising business still generates a ton of free cash flow and the Cloud business is likely going to see strong, but decelerating growth in the first-quarter as well. Although challenges exist and the company may not have seen the bottom in the digital advertising market yet, I think shares are a bargain ahead of the Q1’23 earnings release!What investors can expect from Google's Q1'23Investors probably shouldn’t expect a whole lot from the technology company considering that a deep slowdown in the digital advertising market in FY 2022 affected Google, but also social media companies such as Meta Platforms (META) and Snap (SNAP). A weak ad market and overall slowing top line growth has forced Google to cut operating costs: the company announced earlier this year that it was laying off about 6% of its workforce in January which at the time translated to about 12 thousand job cuts. Other tech companies also laid off thousands of people, a sign that the U.S. economy is cooling and that companies are looking for cost cuts.The slowdown in the ad market has been well covered and most investors will be aware of Google's slowing growth. EPS estimates for the upcoming quarter reflect these expectations: the average prediction calls for $1.07 per-share in earnings in Q1'23, implying a 13% EPS decline year over year. However, Google is still expected to squeeze out a 1.2% top line gain in the first-quarter and report revenues of approximately $68.83B.Source: Seeking AlphaSource: Seeking AlphaGoogle's earnings revision trend heading into Q1’23 is also rather negative. Analysts have down-graded Google’s EPS expectations 16 times in the last 90 days and there were only 3 EPS upward revisions, suggesting that analysts as a whole continue to expect persistent earnings headwinds resulting from a slowing advertising market.Google's advertising business remains challenged due to large corporations cutting back on ad spending in an increasingly uncertain market. As a result, Google’s advertising performance suffered in the fourth-quarter and will likely disappoint in Q1'23 also: the technology company reported a revenue decline of 3.6% in its core ad business in Q4'22. For the first-quarter, I expect 1.5-2.5% core advertising segment growth as the ad market remained weak and a string of bank failures possibly hurt spending attitudes during the quarter.Source: GoogleSource: GoogleWhether or not Google will report positive top line growth in Q1'23 largely depends on execution in Google's Cloud business. Cloud business growth chiefly depends on large corporate clients investing in digital infrastructure to drive efficiency. Google Cloud is the fastest-growing business for Alphabet and the business generated $7.3B in revenues in Q4'22, showing 32% year over year growth. For the first-quarter, I expect 28-30% top line growth and it should be Cloud that once again pushes Google's consolidated revenue growth into the green.Free cash flow and stock buybacksGoogle is on track to complete its stock buyback authorization of $70B, which was announced a year ago, in the very near term. Google repurchased $15.4B of its shares in the fourth-quarter and considering that the company generates approximately $16B in free cash flow quarterly, I believe Google is set to announce a major buyback, perhaps around the $100B mark, later this month.Assuming that the ad market remained in similar constitution as in the fourth-quarter, I would not expect a material change in Google’s free cash flow prowess: my prediction for Google's Q1’23 FCF is about $13.8B-$14.2B as first-quarter free cash flow typically falls off after the holiday season. In last year's first-quarter, Google generated $15.3B in free cash flow and persistent weakness in the ad market makes it unlikely that Google will be able to generate the same level of FCF this year. However, even $13-14B in free cash flow is a handsome sum to spend on buybacks, especially now that the stock is so cheap.Google’s valuation relative to FAANG rivalsGoogle continues to have an attractive valuation considering that the company runs a quasi-monopoly search business, Cloud continues to grow at double-digits and Google generates a ton of free cash flow from advertising sales. Google is also quite competitively valued, based off of free cash flow and earnings, when compared against other FAANG stocks... which is why I believe Google should throw as much money as it can afford to buy back shares at a discounted valuation.Google currently has the lowest P/FCF ratio (23.9 X) in the comparison group and the second-lowest forward P/E ratio (17.9 X), after Meta Platforms. I like Meta Platforms, chiefly because of its $40B stock buyback.Data by YChartsCompared to its own historical valuation range, Google can still be bought below its 1-year average P/E ratio. Considering that the company is likely to make a new buyback announcement at the end of the month, I believe the stock represents deep value for investors before the Q1'23 earnings date. A major stock buyback announcement could result in a re-rating of Google's stock which is why I am upgrading Google's rating from buy to strong buy as well.Data by YChartsRisks with GoogleThe biggest risk for Google is an accelerating slowdown in the digital advertising market which could lead to a deterioration of Google’s core operating performance... and therefore falling free cash flow. The technology company squeezed out a 1% top line gain in the last quarter due to a strong performance of Cloud. Additionally, high inflation has weighed on advertising budgets, but these dollars could quickly return if overall economic conditions improve.Final thoughtsI don’t expect too much from Google for the first-quarter to be honest, but I nonetheless believe that the technology company is going to put up a solid earnings sheet that will show positive top line growth as well as solid free cash flows. Earnings estimates are very low and a strong Cloud performance could make a difference for Google's Q1'23 results.A key catalyst for Google could be the announcement of a major stock buyback which I believe will significantly exceed the $70B buyback announced a year ago. Since the current stock buyback program is set to be completed in the near term and Google's stock is quite cheap based off of earnings and free cash flow, I believe Google presently represents the best value in the group of FAANG stocks!","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941527110,"gmtCreate":1680481007731,"gmtModify":1680481011108,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"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/9941527110","repostId":"2324017915","repostType":4,"repost":{"id":"2324017915","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1680398899,"share":"https://ttm.financial/m/news/2324017915?lang=&edition=fundamental","pubTime":"2023-04-02 09:28","market":"us","language":"en","title":"Here Are the 20 Best Performing Stocks of March — and the 20 Worst in U.S. Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2324017915","media":"Dow Jones","summary":"Investors have been moving money back into tech stocks and other sectors, while leaning away from fi","content":"<html><head></head><body><p>Investors have been moving money back into tech stocks and other sectors, while leaning away from financials</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbe0cbeedcdec46a247d43101766a971\" alt=\"Shares of Intel rose 31% in March; Meta was up 21% for the month and has soared 76% in 2023, following a 64% plunge last year.\" title=\"Shares of Intel rose 31% in March; Meta was up 21% for the month and has soared 76% in 2023, following a 64% plunge last year.\" tg-width=\"700\" tg-height=\"487\"/><span>Shares of Intel rose 31% in March; Meta was up 21% for the month and has soared 76% in 2023, following a 64% plunge last year.</span></p><p>Technology stocks dominated during March, with remarkable gains for a sector that tumbled last year. Meanwhile, two high-profile bank failures took their toll on the financial sector -- but maybe that sector performed better than you expected.</p><p>Below are lists of the month&#39;s best and worst performing stocks in the S&amp;P 500 , followed by lists for the Nasdaq-100 Index and the Dow Jones Industrial Average .</p><p>First, take a look at how the 11 sectors of the S&amp;P 500 fared for the month. Performance and forward price-to-earnings valuations for the broad indexes are below the sectors:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/805f32f7f20cb6b0aaafcee49d594756\" tg-width=\"875\" tg-height=\"815\"/></p><p>All price changes in this article exclude dividends.</p><p>The IT sector has seen a considerable rebound this year, accelerating in March. The communications Services sector has trailed closely.</p><p>Sector placement can be confusing for some companies when considering how they are perceived by investors. Both <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META) and Alphabet Inc. (GOOGL) are in the communications sector. Both are among the best performers in the S&amp;P 500 during March, listed below.</p><p>Despite such a strong showing for the benchmark index, only 261 stocks in the S&amp;P 500 rose during March. This reflects the index&#39;s weighting by market capitalization.</p><p>Here are the 20 stocks in the S&amp;P 500 that performed best for the month:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ed4117dc56b1453a43c0fa3a333e16d\" tg-width=\"782\" tg-height=\"845\"/></p><p>Intel Corp. (INTC) was the best performer among the S&amp;P 500 in March. A long-term chart for the stock is below the Nasdaq-100 list further down.</p><p>Here are the worst 20 performers in the benchmark index in March, mainly reflecting investors&#39; concerns about regional banks:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4d673ff2890b746d45427688d2d3126\" tg-width=\"827\" tg-height=\"843\"/></p><p>First Republic Bank (FRC) of San Francisco was the worst-performing stock in the S&amp;P 500 for March because of deposit outflow in the wake of similar trouble that caused the failures of Silicon Valley Bank on March 10 and the failure of Signature Bank of New York on March 12.</p><p>One reason the financial sector declined &#34;only&#34; 9.7% in March was the reclassification of sectors by S&amp;P Dow Jones Indices. <a href=\"https://laohu8.com/S/V\">Visa</a> Inc. (V), Mastercard Inc. (MA) and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc. (PYPL) all moved to the financials sector from the tech sector and were up for the month. Two other large components of the financial sector -- Berkshire Hathaway Inc. (BRKA) and S&amp;P Global Inc. (SPGI) -- rose during March. The five companies together have a combined market cap of $1.41 trillion, or 31% of the sector&#39;s $4.57 trillion market cap.</p><h2>Nasdaq-100</h2><p>The Nasdaq-100 index is made up of the largest 100 nonfinancial companies in the full Nasaq Composite Index, by market cap. Here are the 10 components of the index that performed the best during March:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c47328a200806a741f9706c386613d0\" tg-width=\"927\" tg-height=\"811\"/></p><p>To put Intel&#39;s 2003 surge into perspective, here&#39;s a 10-year price chart for the stock:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24aa1e4670871a94645a00f6ee0eea6a\" alt=\"Intel’s stock has surged 24% in 2023 following a 49% decline last year. FACTSET\" title=\"Intel’s stock has surged 24% in 2023 following a 49% decline last year. FACTSET\" tg-width=\"700\" tg-height=\"574\"/><span>Intel’s stock has surged 24% in 2023 following a 49% decline last year. FACTSET</span></p><p></p><h2>The Dow 30</h2><p>Here&#39;s how all 30 components of the Dow Jones Industrial Average performed in March:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86d94760d437ae1c6eb488e29fd2e997\" tg-width=\"941\" tg-height=\"787\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e4acd91d44fec3db98606c866b05116\" tg-width=\"935\" tg-height=\"574\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here Are the 20 Best Performing Stocks of March — and the 20 Worst in U.S. Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere Are the 20 Best Performing Stocks of March — and the 20 Worst in U.S. Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-04-02 09:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors have been moving money back into tech stocks and other sectors, while leaning away from financials</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbe0cbeedcdec46a247d43101766a971\" alt=\"Shares of Intel rose 31% in March; Meta was up 21% for the month and has soared 76% in 2023, following a 64% plunge last year.\" title=\"Shares of Intel rose 31% in March; Meta was up 21% for the month and has soared 76% in 2023, following a 64% plunge last year.\" tg-width=\"700\" tg-height=\"487\"/><span>Shares of Intel rose 31% in March; Meta was up 21% for the month and has soared 76% in 2023, following a 64% plunge last year.</span></p><p>Technology stocks dominated during March, with remarkable gains for a sector that tumbled last year. Meanwhile, two high-profile bank failures took their toll on the financial sector -- but maybe that sector performed better than you expected.</p><p>Below are lists of the month&#39;s best and worst performing stocks in the S&amp;P 500 , followed by lists for the Nasdaq-100 Index and the Dow Jones Industrial Average .</p><p>First, take a look at how the 11 sectors of the S&amp;P 500 fared for the month. Performance and forward price-to-earnings valuations for the broad indexes are below the sectors:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/805f32f7f20cb6b0aaafcee49d594756\" tg-width=\"875\" tg-height=\"815\"/></p><p>All price changes in this article exclude dividends.</p><p>The IT sector has seen a considerable rebound this year, accelerating in March. The communications Services sector has trailed closely.</p><p>Sector placement can be confusing for some companies when considering how they are perceived by investors. Both <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META) and Alphabet Inc. (GOOGL) are in the communications sector. Both are among the best performers in the S&amp;P 500 during March, listed below.</p><p>Despite such a strong showing for the benchmark index, only 261 stocks in the S&amp;P 500 rose during March. This reflects the index&#39;s weighting by market capitalization.</p><p>Here are the 20 stocks in the S&amp;P 500 that performed best for the month:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ed4117dc56b1453a43c0fa3a333e16d\" tg-width=\"782\" tg-height=\"845\"/></p><p>Intel Corp. (INTC) was the best performer among the S&amp;P 500 in March. A long-term chart for the stock is below the Nasdaq-100 list further down.</p><p>Here are the worst 20 performers in the benchmark index in March, mainly reflecting investors&#39; concerns about regional banks:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4d673ff2890b746d45427688d2d3126\" tg-width=\"827\" tg-height=\"843\"/></p><p>First Republic Bank (FRC) of San Francisco was the worst-performing stock in the S&amp;P 500 for March because of deposit outflow in the wake of similar trouble that caused the failures of Silicon Valley Bank on March 10 and the failure of Signature Bank of New York on March 12.</p><p>One reason the financial sector declined &#34;only&#34; 9.7% in March was the reclassification of sectors by S&amp;P Dow Jones Indices. <a href=\"https://laohu8.com/S/V\">Visa</a> Inc. (V), Mastercard Inc. (MA) and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc. (PYPL) all moved to the financials sector from the tech sector and were up for the month. Two other large components of the financial sector -- Berkshire Hathaway Inc. (BRKA) and S&amp;P Global Inc. (SPGI) -- rose during March. The five companies together have a combined market cap of $1.41 trillion, or 31% of the sector&#39;s $4.57 trillion market cap.</p><h2>Nasdaq-100</h2><p>The Nasdaq-100 index is made up of the largest 100 nonfinancial companies in the full Nasaq Composite Index, by market cap. Here are the 10 components of the index that performed the best during March:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c47328a200806a741f9706c386613d0\" tg-width=\"927\" tg-height=\"811\"/></p><p>To put Intel&#39;s 2003 surge into perspective, here&#39;s a 10-year price chart for the stock:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24aa1e4670871a94645a00f6ee0eea6a\" alt=\"Intel’s stock has surged 24% in 2023 following a 49% decline last year. FACTSET\" title=\"Intel’s stock has surged 24% in 2023 following a 49% decline last year. FACTSET\" tg-width=\"700\" tg-height=\"574\"/><span>Intel’s stock has surged 24% in 2023 following a 49% decline last year. FACTSET</span></p><p></p><h2>The Dow 30</h2><p>Here&#39;s how all 30 components of the Dow Jones Industrial Average performed in March:</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86d94760d437ae1c6eb488e29fd2e997\" tg-width=\"941\" tg-height=\"787\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e4acd91d44fec3db98606c866b05116\" tg-width=\"935\" tg-height=\"574\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4525":"远程办公概念","LU0109392836.USD":"富兰克林科技股A","BK4579":"人工智能","BK4550":"红杉资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","BK4589":"SVB概念","BK4207":"综合性银行","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD",".DJI":"道琼斯","BK4561":"索罗斯持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD",".IXIC":"NASDAQ Composite","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc",".SPX":"S&P 500 Index","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","BK4170":"电脑硬件、储存设备及电脑周边","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4529":"IDC概念","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4553":"喜马拉雅资本持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0061474960.USD":"天利环球焦点基金AU Acc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324017915","content_text":"Investors have been moving money back into tech stocks and other sectors, while leaning away from financialsShares of Intel rose 31% in March; Meta was up 21% for the month and has soared 76% in 2023, following a 64% plunge last year.Technology stocks dominated during March, with remarkable gains for a sector that tumbled last year. Meanwhile, two high-profile bank failures took their toll on the financial sector -- but maybe that sector performed better than you expected.Below are lists of the month's best and worst performing stocks in the S&P 500 , followed by lists for the Nasdaq-100 Index and the Dow Jones Industrial Average .First, take a look at how the 11 sectors of the S&P 500 fared for the month. Performance and forward price-to-earnings valuations for the broad indexes are below the sectors:All price changes in this article exclude dividends.The IT sector has seen a considerable rebound this year, accelerating in March. The communications Services sector has trailed closely.Sector placement can be confusing for some companies when considering how they are perceived by investors. Both Meta Platforms Inc. (META) and Alphabet Inc. (GOOGL) are in the communications sector. Both are among the best performers in the S&P 500 during March, listed below.Despite such a strong showing for the benchmark index, only 261 stocks in the S&P 500 rose during March. This reflects the index's weighting by market capitalization.Here are the 20 stocks in the S&P 500 that performed best for the month:Intel Corp. (INTC) was the best performer among the S&P 500 in March. A long-term chart for the stock is below the Nasdaq-100 list further down.Here are the worst 20 performers in the benchmark index in March, mainly reflecting investors' concerns about regional banks:First Republic Bank (FRC) of San Francisco was the worst-performing stock in the S&P 500 for March because of deposit outflow in the wake of similar trouble that caused the failures of Silicon Valley Bank on March 10 and the failure of Signature Bank of New York on March 12.One reason the financial sector declined \"only\" 9.7% in March was the reclassification of sectors by S&P Dow Jones Indices. Visa Inc. (V), Mastercard Inc. (MA) and PayPal Holdings Inc. (PYPL) all moved to the financials sector from the tech sector and were up for the month. Two other large components of the financial sector -- Berkshire Hathaway Inc. (BRKA) and S&P Global Inc. (SPGI) -- rose during March. The five companies together have a combined market cap of $1.41 trillion, or 31% of the sector's $4.57 trillion market cap.Nasdaq-100The Nasdaq-100 index is made up of the largest 100 nonfinancial companies in the full Nasaq Composite Index, by market cap. Here are the 10 components of the index that performed the best during March:To put Intel's 2003 surge into perspective, here's a 10-year price chart for the stock:Intel’s stock has surged 24% in 2023 following a 49% decline last year. FACTSETThe Dow 30Here's how all 30 components of the Dow Jones Industrial Average performed in March:","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941533751,"gmtCreate":1680390264175,"gmtModify":1680390267675,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941533751","repostId":"1140964688","repostType":4,"repost":{"id":"1140964688","kind":"news","pubTimestamp":1680307204,"share":"https://ttm.financial/m/news/1140964688?lang=&edition=fundamental","pubTime":"2023-04-01 08:00","market":"us","language":"en","title":"Nvidia, Meta Fuel Nasdaq 100 Quarterly Rally With Gains Over 70%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140964688","media":"Bloomberg","summary":"Big tech has fueled outperformance relative to the S&P 500Nvidia’s quarterly gain was its biggest in","content":"<html><head></head><body><ul><li><p>Big tech has fueled outperformance relative to the S&amp;P 500</p></li><li><p>Nvidia’s quarterly gain was its biggest in more than 20 years</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22b5a2b6f7a77f4065ae9fc113498b09\" alt=\"Nvidia headquarters in Santa Clara, California.Photographer: David Paul Morris/Bloomberg\" title=\"Nvidia headquarters in Santa Clara, California.Photographer: David Paul Morris/Bloomberg\" tg-width=\"1000\" tg-height=\"666\"/><span>Nvidia headquarters in Santa Clara, California.Photographer: David Paul Morris/Bloomberg</span></p><p>Big tech stocks powered robust gains on Wall Street in the first quarter of 2023, with some of the market’s most notable names posting their biggest quarterly advances in years.</p><p style=\"text-align: start;\">The group has benefited from a number of tailwinds so far this year. Turmoil in the banking sector has investors focused on the sector’s safe-haven characteristics, including strong balance sheets and revenue streams that are seen as durable even in the event of an economic downturn. At the same time, concerns about the fallout from banks has contributed to the yield on the 10-year Treasury dropping below 3.5%, down from a recent peak above 4%, and removing a major overhang on tech multiples.</p><p style=\"text-align: start;\">The relative attractiveness of big tech has been underlined by the steep selloff it saw last year, which eased concerns about the group’s priciness, even as the year-to-date gain has major stocks like Apple Inc. and Microsoft Corp. above their long-term average valuations.</p><p style=\"text-align: start;\">The Nasdaq 100 Index ended the quarter at its highest level since August, and it is up more than 20% off a December closing low, putting it above the threshold that represents a new bull market.</p><p>Here is tech’s first quarter in four charts:</p><h3 style=\"text-align: start;\">Nasdaq 100 Outperforms</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc0c8e7d50e63c876ac6a29c25f68e19\" alt=\"\" title=\"\" tg-width=\"930\" tg-height=\"523\"/></p><p> </p><p style=\"text-align: start;\">The Nasdaq 100 rose 20.5% this quarter, its biggest quarterly gain since mid-2020. In a measure of how the gains were concentrated within the biggest technology and internet stocks, an equal-weighted version of the index is up less than 14%. Meanwhile, the S&amp;P 500 Index, which is far more exposed to the financial sector, added 7% this quarter.</p><h3 style=\"text-align: start;\">Nvidia Climbs on AI Frenzy</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58513d851a6d0922f71fd4c81196cdd7\" alt=\"\" title=\"\" tg-width=\"930\" tg-height=\"523\"/></p><p> </p><p><em> </em>Three of the market’s biggest components were also its three biggest gainers in the first quarter. Tesla Inc. surged 68%, while investors have embraced aggressive cost cuts at Meta Platforms Inc., sending shares of the Facebook parent up 76% in its biggest quarter since 2013.</p><p style=\"text-align: start;\">The biggest gainer on both the Nasdaq 100 and the S&amp;P 500, however, was Nvidia Corp. The chipmaker is up 90% this year, its biggest quarterly gain since 2001. The climb reflects heightened interest in artificial intelligence, as Nvidia chips are used to power chatbots and other technology. However, the surge has underlined concerns about the stock’s valuation.</p><h3 style=\"text-align: start;\">Massive Value Creation</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3b91ebe70f712af35f6f8958cb3f5a4\" alt=\"\" title=\"\" tg-width=\"930\" tg-height=\"523\"/></p><p> </p><p><em> </em>The year-to-date gain in the Nasdaq 100 has added more than $2.4 trillion to the index’s market capitalization. That has brought the index’s value to about $15.5 trillion, compared with a peak near $20 trillion in late 2021.</p><p style=\"text-align: start;\">The rally has made for a number of notable superlatives on the front: Apple, which dipped below a $2 trillion market cap at the start of the year, is currently valued around $2.6 trillion. Microsoft, which dipped below $1.7 trillion early in 2023, is solidly above $2 trillion again.</p><p style=\"text-align: start;\">Meta remains far from its 2021 peaks of nearly $1.1 trillion, but its first-quarter surge has brought its market value back near $550 billion. It fell below $240 billion at its lows of last year.</p><h3 style=\"text-align: start;\">An Improved Technical Picture</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bc5f8f97ecf6041e2ea0464f1d77f9d\" alt=\"\" title=\"\" tg-width=\"930\" tg-height=\"523\"/></p><p> </p><p><em> </em>The year-to-date gains have been fairly broad based, with only a handful of Nasdaq 100 stocks down double digits thus far in 2023. This has made for an improved technical picture, with about two-thirds of the gauge’s components above their 200-day moving averages. In late September, fewer than 8% of components were above this closely watched level.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Meta Fuel Nasdaq 100 Quarterly Rally With Gains Over 70%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Meta Fuel Nasdaq 100 Quarterly Rally With Gains Over 70%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-01 08:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-31/nvidia-and-meta-lead-nasdaq-100-s-powerhouse-first-quarter-gains?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Big tech has fueled outperformance relative to the S&P 500Nvidia’s quarterly gain was its biggest in more than 20 yearsNvidia headquarters in Santa Clara, California.Photographer: David Paul Morris/...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-31/nvidia-and-meta-lead-nasdaq-100-s-powerhouse-first-quarter-gains?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","NVDA":"英伟达","NDX":"纳斯达克100指数"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-31/nvidia-and-meta-lead-nasdaq-100-s-powerhouse-first-quarter-gains?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140964688","content_text":"Big tech has fueled outperformance relative to the S&P 500Nvidia’s quarterly gain was its biggest in more than 20 yearsNvidia headquarters in Santa Clara, California.Photographer: David Paul Morris/BloombergBig tech stocks powered robust gains on Wall Street in the first quarter of 2023, with some of the market’s most notable names posting their biggest quarterly advances in years.The group has benefited from a number of tailwinds so far this year. Turmoil in the banking sector has investors focused on the sector’s safe-haven characteristics, including strong balance sheets and revenue streams that are seen as durable even in the event of an economic downturn. At the same time, concerns about the fallout from banks has contributed to the yield on the 10-year Treasury dropping below 3.5%, down from a recent peak above 4%, and removing a major overhang on tech multiples.The relative attractiveness of big tech has been underlined by the steep selloff it saw last year, which eased concerns about the group’s priciness, even as the year-to-date gain has major stocks like Apple Inc. and Microsoft Corp. above their long-term average valuations.The Nasdaq 100 Index ended the quarter at its highest level since August, and it is up more than 20% off a December closing low, putting it above the threshold that represents a new bull market.Here is tech’s first quarter in four charts:Nasdaq 100 Outperforms The Nasdaq 100 rose 20.5% this quarter, its biggest quarterly gain since mid-2020. In a measure of how the gains were concentrated within the biggest technology and internet stocks, an equal-weighted version of the index is up less than 14%. Meanwhile, the S&P 500 Index, which is far more exposed to the financial sector, added 7% this quarter.Nvidia Climbs on AI Frenzy  Three of the market’s biggest components were also its three biggest gainers in the first quarter. Tesla Inc. surged 68%, while investors have embraced aggressive cost cuts at Meta Platforms Inc., sending shares of the Facebook parent up 76% in its biggest quarter since 2013.The biggest gainer on both the Nasdaq 100 and the S&P 500, however, was Nvidia Corp. The chipmaker is up 90% this year, its biggest quarterly gain since 2001. The climb reflects heightened interest in artificial intelligence, as Nvidia chips are used to power chatbots and other technology. However, the surge has underlined concerns about the stock’s valuation.Massive Value Creation  The year-to-date gain in the Nasdaq 100 has added more than $2.4 trillion to the index’s market capitalization. That has brought the index’s value to about $15.5 trillion, compared with a peak near $20 trillion in late 2021.The rally has made for a number of notable superlatives on the front: Apple, which dipped below a $2 trillion market cap at the start of the year, is currently valued around $2.6 trillion. Microsoft, which dipped below $1.7 trillion early in 2023, is solidly above $2 trillion again.Meta remains far from its 2021 peaks of nearly $1.1 trillion, but its first-quarter surge has brought its market value back near $550 billion. It fell below $240 billion at its lows of last year.An Improved Technical Picture  The year-to-date gains have been fairly broad based, with only a handful of Nasdaq 100 stocks down double digits thus far in 2023. This has made for an improved technical picture, with about two-thirds of the gauge’s components above their 200-day moving averages. In late September, fewer than 8% of components were above this closely watched level.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943491053,"gmtCreate":1679609406872,"gmtModify":1679609410410,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943491053","repostId":"1190880638","repostType":4,"repost":{"id":"1190880638","kind":"news","pubTimestamp":1679573703,"share":"https://ttm.financial/m/news/1190880638?lang=&edition=fundamental","pubTime":"2023-03-23 20:15","market":"us","language":"en","title":"Apple to Splash $1 Billion a Year on Films to Break Into Cinemas","url":"https://stock-news.laohu8.com/highlight/detail?id=1190880638","media":"Bloomberg","summary":"Tech giant is committing to multiple theatrical releasesCompany will use theaters to market its stre","content":"<html><head></head><body><ul><li>Tech giant is committing to multiple theatrical releases</li><li>Company will use theaters to market its streaming service</li></ul><p>Apple Inc. plans to spend $1 billion a year to produce movies that will be released in theaters, according to people familiar with the company’s plans, part of an ambitious effort to raise its profile in Hollywood and lure subscribers to its streaming service.</p><p>Apple has approached movie studios about partnering to release a few titles in theaters this year and a slate of more films in the future, said the people, who asked not to be identified because the plans are private. The list of potential releases includes Martin Scorsese’s <i>Killers of the Flower Moon</i>, which stars Leonardo DiCaprio; the spy thriller <i>Argylle</i>, from director Matthew Vaughn; and <i>Napoleon,</i> Ridley Scott’s drama about the French conqueror<i>.</i>A spokesperson for Apple declined to comment.</p><p>The investment is a significant increase from years past. Most of Apple’s previous original movies have either been exclusive to the streaming service or released in a limited number of theaters. The company has pledged to put movies in thousands of theaters for at least a month, said the people, though it hasn’t finalized any plans.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c047345faaa6a2241158f7cc46ef41fd\" tg-width=\"1000\" tg-height=\"667\" width=\"100%\" height=\"auto\"/><span>Martin Scorsese  Photographer: Noam Galai/FilmMagic</span></p><p>While Apple has agreed to theatrical releases in order to please talent and outmaneuver competitors for projects, the company also views theaters as a way to build awareness for its TV+ streaming service. If the company is going to spend hundreds of millions of dollars on a Scorsese movie, it wants to turn that into a cultural event. Apple TV+ is estimated to have between 20 million and 40 million subscribers, fewer than rivals such as Netflix and Disney+.</p><p>Apple still hasn’t figured out how it will distribute these movies in theaters. The company doesn’t have the expertise internally to release movies in thousands of cinemas worldwide at once, which is why it has approached third-party distributors. But first, Apple needs to come to terms on distribution fees and marketing budgets with potential partners. Movie studios can spend $100 million or more to market their biggest titles, far more than streaming services spend promoting new shows or movies.</p><p>Paramount Pictures will release the Scorsese movie in theaters because the project originated at that studio, and will collect a 10% distribution fee. The studio hasn’t agreed to distribute other titles for Apple.</p><p>Like most streaming services, Apple TV+ spends more of its budget on TV shows. Its first huge hit was the comedy series <i>Ted Lasso</i>. Yet Apple has been funding movies from the inception of its Hollywood studio and the smartphone maker’s ambitions in film have grown since it won an Academy Award for best picture for 2021’s <i>CODA</i>. Apple acquired that movie at the Sundance Film Festival for a record $25 million and distributed it simultaneously in theaters and on TV+.</p><p>Its previous movies didn’t receive the kind of theatrical release planned for the upcoming titles. <i>CODA</i> earned less than $2 million at the box office. <i>Cherry</i>, a crime drama starring Tom Holland, appeared in select theaters for a couple of weeks in 2021. Apple didn’t report its ticket sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d65b0325350e68187c603209ea1320d2\" tg-width=\"1000\" tg-height=\"562\" width=\"100%\" height=\"auto\"/><span>Troy Kotsur, left, and Marlee Matlin in a scene from “CODA.”Source: Apple TV+</span></p><p>Tech giants Apple and Amazon.com Inc. are increasing their investment in entertainment at the same time they are cutting costs elsewhere. Amazon has fired thousands of workers, while Apple is cutting costs without letting staff go so far.</p><p>Apple’s plans will boost theater chains still struggling to recover from the pandemic. Ticket sales remain about a third below 2019 levels and two of the largest chains are on shaky financial footing. AMC Entertainment Holdings Inc., the world’s largest cinema operator, has sought to raise more cash by selling shares, while rival Cineworld Group Plc filed for bankruptcy last year. The chains have repeatedly blamed the dearth of available films from studios for their woes, rather than moviegoers’ lack of interest in returning to theaters.</p><p>More help should be on the way. Amazon, which acquired Metro-Goldwyn-Mayer, the studio behind the James Bond films, for $8.5 billion, aims to make between 12 and 15 movies annually that will get a theatrical release, Bloomberg News reported last year. Paramount, Walt Disney Co.and Warner Bros. Discovery Inc. are looking to increase their output of movies for theaters after experimenting with distributing films on streaming services alone.</p><p>The one outlier in this return to the theaters is Netflix Inc., which wants its movies to appear in theaters and online at the same time, or within a couple weeks. Major cinema chains have refused this arrangement. Netflix spends more on original movies than Amazon or Apple.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple to Splash $1 Billion a Year on Films to Break Into Cinemas</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 to Splash $1 Billion a Year on Films to Break Into Cinemas\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 20:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-23/apple-to-splash-1-billion-a-year-on-films-to-break-into-cinemas?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech giant is committing to multiple theatrical releasesCompany will use theaters to market its streaming serviceApple Inc. plans to spend $1 billion a year to produce movies that will be released in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-23/apple-to-splash-1-billion-a-year-on-films-to-break-into-cinemas?srnd=premium\">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.bloomberg.com/news/articles/2023-03-23/apple-to-splash-1-billion-a-year-on-films-to-break-into-cinemas?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190880638","content_text":"Tech giant is committing to multiple theatrical releasesCompany will use theaters to market its streaming serviceApple Inc. plans to spend $1 billion a year to produce movies that will be released in theaters, according to people familiar with the company’s plans, part of an ambitious effort to raise its profile in Hollywood and lure subscribers to its streaming service.Apple has approached movie studios about partnering to release a few titles in theaters this year and a slate of more films in the future, said the people, who asked not to be identified because the plans are private. The list of potential releases includes Martin Scorsese’s Killers of the Flower Moon, which stars Leonardo DiCaprio; the spy thriller Argylle, from director Matthew Vaughn; and Napoleon, Ridley Scott’s drama about the French conqueror.A spokesperson for Apple declined to comment.The investment is a significant increase from years past. Most of Apple’s previous original movies have either been exclusive to the streaming service or released in a limited number of theaters. The company has pledged to put movies in thousands of theaters for at least a month, said the people, though it hasn’t finalized any plans.Martin Scorsese  Photographer: Noam Galai/FilmMagicWhile Apple has agreed to theatrical releases in order to please talent and outmaneuver competitors for projects, the company also views theaters as a way to build awareness for its TV+ streaming service. If the company is going to spend hundreds of millions of dollars on a Scorsese movie, it wants to turn that into a cultural event. Apple TV+ is estimated to have between 20 million and 40 million subscribers, fewer than rivals such as Netflix and Disney+.Apple still hasn’t figured out how it will distribute these movies in theaters. The company doesn’t have the expertise internally to release movies in thousands of cinemas worldwide at once, which is why it has approached third-party distributors. But first, Apple needs to come to terms on distribution fees and marketing budgets with potential partners. Movie studios can spend $100 million or more to market their biggest titles, far more than streaming services spend promoting new shows or movies.Paramount Pictures will release the Scorsese movie in theaters because the project originated at that studio, and will collect a 10% distribution fee. The studio hasn’t agreed to distribute other titles for Apple.Like most streaming services, Apple TV+ spends more of its budget on TV shows. Its first huge hit was the comedy series Ted Lasso. Yet Apple has been funding movies from the inception of its Hollywood studio and the smartphone maker’s ambitions in film have grown since it won an Academy Award for best picture for 2021’s CODA. Apple acquired that movie at the Sundance Film Festival for a record $25 million and distributed it simultaneously in theaters and on TV+.Its previous movies didn’t receive the kind of theatrical release planned for the upcoming titles. CODA earned less than $2 million at the box office. Cherry, a crime drama starring Tom Holland, appeared in select theaters for a couple of weeks in 2021. Apple didn’t report its ticket sales.Troy Kotsur, left, and Marlee Matlin in a scene from “CODA.”Source: Apple TV+Tech giants Apple and Amazon.com Inc. are increasing their investment in entertainment at the same time they are cutting costs elsewhere. Amazon has fired thousands of workers, while Apple is cutting costs without letting staff go so far.Apple’s plans will boost theater chains still struggling to recover from the pandemic. Ticket sales remain about a third below 2019 levels and two of the largest chains are on shaky financial footing. AMC Entertainment Holdings Inc., the world’s largest cinema operator, has sought to raise more cash by selling shares, while rival Cineworld Group Plc filed for bankruptcy last year. The chains have repeatedly blamed the dearth of available films from studios for their woes, rather than moviegoers’ lack of interest in returning to theaters.More help should be on the way. Amazon, which acquired Metro-Goldwyn-Mayer, the studio behind the James Bond films, for $8.5 billion, aims to make between 12 and 15 movies annually that will get a theatrical release, Bloomberg News reported last year. Paramount, Walt Disney Co.and Warner Bros. Discovery Inc. are looking to increase their output of movies for theaters after experimenting with distributing films on streaming services alone.The one outlier in this return to the theaters is Netflix Inc., which wants its movies to appear in theaters and online at the same time, or within a couple weeks. Major cinema chains have refused this arrangement. Netflix spends more on original movies than Amazon or Apple.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943585191,"gmtCreate":1679560283314,"gmtModify":1679560287033,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943585191","repostId":"1141425725","repostType":4,"repost":{"id":"1141425725","kind":"news","pubTimestamp":1679542225,"share":"https://ttm.financial/m/news/1141425725?lang=&edition=fundamental","pubTime":"2023-03-23 11:30","market":"us","language":"en","title":"Google Bard: Too Little Too Late?","url":"https://stock-news.laohu8.com/highlight/detail?id=1141425725","media":"Seeking Alpha","summary":"SummaryGoogle has unveiled open access to Bard in the U.S. and UK on a rolling basis beginning Tuesd","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Google has unveiled open access to Bard in the U.S. and UK on a rolling basis beginning Tuesday.</li><li>The development continues to underscore Google&#39;s shift from a conservative to catch-up stance on the deployment of speculative technologies to capture current momentum in generative AI.</li><li>The following analysis will focus on both opportunities and threats facing Google as generative AI gains momentum.</li></ul><p>After reminding markets that Alphabet Inc. (NASDAQ: GOOG/NASDAQ: GOOGL) (&#34;Google&#34;) is an “AI-first company,” and committing to making large language models like LaMDA available to the public within the “weeks and months” following its fourth quarter earnings call in early February, thetech giant has delivered. About a month and a half after the initial introduction of Bard– Google’s answer to Microsoft-backed (MSFT) OpenAI’s ChatGPT – the LaMDA-based chatbot has now been made available to users across the U.S. and UK on a rolling basis.</p><p>The development continues to complement Google’s efforts in bringing the multitude of its investments into AI-enabled innovations over the past decade to light, which is critical for the tech giant to regain traction over its aspirations of being an AI-first company amid the heated arms race in generative AI. Despite growing concerns over potential market share erosion and margin compression with the deployment of generative AI capabilities like ChatGPT and Bard, the Google stock’s current discount to both its historical levels and mega-cap Internet peers, paired with the incremental value of new opportunities generated from the implementation of generative AI capabilities across its existing portfolio of offerings, are likely more than sufficient for compensating the related risks, and unlock fresh upside potential over time.</p><p><b>Bard Incoming</b></p><p>Since ChatGPT’s debut to the public in November, others built on the same technology have followed, including Snap’s(SNAP)My AIand Salesforce’s (CRM)Einstein GPT, in addition to non-GPT-based standalone developments like Baidu’s (BIDU)Ernie BotandGoogle-backedAnthropic’sClaude. The latest to enter the chat is Google’s very own Bard, which was introduced in early February – best remembered for its blunder in answering a question wrong during a live demo at its debut.</p><p><img src=\"https://static.tigerbbs.com/b5265211bf0343507338d960d8c51389\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Bard Demo(Google)</p><p><i>*The first image of exoplanets was taken by the “Very Large Telescope” in 2004.</i></p><p>The LaMDA-based chatbot is nowmade availableto the general public across the U.S. and UK – users can sign up on a waitlist and be permitted access on a rolling basis. And Google was sure to note that the chatbot is currently an “early experiment,” with the latest availability of open access to Bard aimed at “[getting] feedback from more people.” This is consistent with our discussion in the previous coverage on the stock, whereby Google is switching out its historical conservatism on the roll-out of speculative technologies in exchange for including the public into its AI journey in an attempt to stem market share loss to rival Microsoft.</p><p>Looking ahead, continued improvements to Bard and the chatbot’s ultimate deployment and monetization will not only be critical to stemming Google Search’s market share loss to rivals like ChatGPT-infused Bing, but also drive incremental demand for Google’s other generative AI capabilities via cloud. Specifically, while conversational AI services have recently taken the spotlight, generating more buzz than almost any other legacy AI development and turning a page for the technology’s cross-industry adoption from concept to reality, Google has long been integrating all sorts of AI-enabled solutions across its offerings:</p><p><b>1. Search</b></p><p>While Bard will be critical for addressing rival Microsoft’s ChatGPT-Bing head-on, and ensuring its leadership in online search and search ads is safeguarded, it is not the platform’s first major AI breakthrough. As discussed in our previous coverage, Google’sBERT– also a LLM – has been a key driver of Search’s accuracy and performance since its integration with the platform in 2019. BERT is trained to link text in traditional search queries with their underlying context to “improve web page rankings,” which inadvertently also drives better performance and conversion for search ads.</p><p>But before BERT, Google has already been investing and implementing other AI/ML-enabled solutions in search, which have been critical to making it the leader it is today – these include Neural Matching, a predecessor to BERT that was implemented in Search in 2018 to help improve understanding of queries, and better match them with web page results.</p><p>And the introduction of Multitask Unified Model(“MUM”) during Google’s I/O event in 2022, which enables multi-modal search via all of text, audio, and imagery in 75 languages, is expected to push the accuracy of responses further. MUM is trained to perform “many tasks at once,” making it “1,000x more powerful than BERT” – for instance, it is equipped to understand the context of queries better than BERT by having a “more comprehensive understanding and information and world knowledge than previous models,” and even prepare in advance for topics related to the original query.</p><p>Entering 2023, Bard – which is based on the LaMDA conversational AI introduced in 2021 – is now integrated into Search on an experimental basis. The pace of AI-enabled search exhibited by Google over the past half decade alone, and what they are capable of enabling in the future continues to underscore the company’s prowess in this field with little sign it is falling behind on the trend, nor the technology’s advancement.</p><p><b>2. Advertising</b></p><p>Google’s cutting-edge AI developments can also be found deeply integrated into the DNA of its advertising business. Take Performance Max (“PMax&#34;), for example, which was introduced in 2021. The ad format utilizes AI/ML to optimize ad placements for advertisers, thus improving reach and performance, as well as the economics of advertising. PMax’s value proposition is simple – advertisers can easily access Google’s ad inventory, and create ad campaigns by inputting their desired goals (e.g., budget, location, language, etc.), and Google will do the rest by distributing the ad accordingly across channels spanning “YouTube, Display, Search, Discover, Gmail, and Maps.” In addition to simplicity of usage, PMax is also smart – the format will help optimize ad placements over time and attract new customers that advertisers might not have otherwise reached, while also considering advertisers’ cost per action (“CPA”) and return on ad spend (“ROAS”) goals to drive placements accordingly.</p><p>And Bard stands to complement this model over the longer-term, especially if generative AI queries start to displace traditional search over time (discussed further in below sections). Specifically, with conversational AI services gaining traction over time, the incremental engagement garnered with inevitably attract allocation of ad dollars over from traditional search platforms. With Bard now in testing and potential future deployment, Google is pacing well on track to ensure adequate monetization and market share recapture if the shift in search trends do materialize over the longer-term.</p><p><b>3. Cloud</b></p><p>Known as the third largest public cloud provider, GCP still trails rivals Azure andAWS(AMZN) by wide margins. The unit is also not yet profitable, unlike rival platforms that have been benefiting from lucrative margins in the field for years. Yet, GCP appears to be fared better than its larger peers in recent quarters, posting consistent double-digit y/y growth in the 30%-range while the broader industry is warning of deceleration. And continued integration of AI-enabled solutions, as well as offerings catered to AI workloads, will be critical to sustaining the market share gains required for GCP’s trajectory to profitability.</p><p>In addition to BigQuery, GCP’s flagship AI/ML-enabled analytics tool for handling increasingly complex workloads which was discussed in our previous coverage on the stock, Google’s continued vertical integration of in-house developed data center processors alongside its strides made in generative AI (e.g., LaMDA, Bard, etc.) will also help to reinforce the segment’s growth and scalability. Specifically, generative AI workloads are expected to further expand the total addressable market (&#34;TAM&#34;) in cloud computing over coming years. In addition to the LLMs that require substantial computing power (discussedhere), subsequent applications built on them will also generate incremental demand for capacity over time. And the introduction of Bard and LaMDA – especially if Google models Microsoft’s strategy in monetization OpenAI’s LLMs – will be key to attracting additional enterprise cloud spending generated from incremental cloud capacity demand to suffice deployment of generative AI solutions. Not only will the distribution of access to Bard / LaMDA to developers generate an incremental revenue stream for GCP, it will likely also drive demand to adjacent cloud services offered and enable further scale towards profitability for the unit.</p><p><b>Generative AI: Threat or Opportunity?</b></p><p>With OpenAI’s ChatGPT accumulating more than 100 million users in just several months after its open access, it is only fair that Google’s investors are concerned if the company’s moat is at risk of being breached. Specifically, the rapid adoption of ChatGPT by day-to-day users and integration of OpenAI’s GPT models into existing platforms (e.g., Bing, Office 365, Dynamics 365, Salesforce Einstein GPT, Snapchat, etc.) have led to concerns over erosion – or even displacement, altogether – of Google’s market leadership in online search, which would put its core advertising business at risk. There are also worries about the impact of generative AI deployment on the company’s gross margins – OpenAI founder Sam Altman has recently commented that it costs on average “single-digit cents” per prompt on ChatGPT, while industry forecasts generative AI queries could cost as much as 2x to 10x of traditional queries.</p><p>But the latest frenzy over generative AI appears to be more of an opportunity than a threat – especially for Google, as it has already allocated much of the past decade in preparing for the arrival of this very moment. In terms of market share erosion or displacement, Google has yet to experience any substantial impacts to Search’s traffic nor ad performance as a direct result of ChatGPT’s introduction. Recent data shows that daily Google downloads in the U.S. have steadily run up towards almost 100,000 in the weeks after ChatGPT’s debut in November 2022, before consolidating around 70,000 in recent months. Google’s download stats have not budged either since Bing’s debut of its ChatGPT-infused service in February, while the rival search platform’s spiked downloads as a result of the frenzy failed to sustain through the month.</p><p><img src=\"https://static.tigerbbs.com/9299424c7fde5008e0eb0c4102bd5e4a\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Google vs. Bing Downloads(RBC Capital Markets, with data from Sensor Tower)</p><p>Visits to Google have also remained at about 25 billion mark for daily average page views, with the exception of an expected seasonal dip during the December holiday season, despite incremental traffic observed at Bing and ChatGPT.</p><p><img src=\"https://static.tigerbbs.com/e4d6ccb58cba4aa2fadf9e2753360ff8\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Google vs. Bing We Page Traffic(RBC Capital Markets, with data from SimilarWeb)</p><p>Taken together, it appears the frenzy over generative AI queries have yet to displace traditional search on Google, nor eroded its leading market share. This is largely thanks to Google’s solid foundation in commanding more than 95% share of online queries (versus Bing’s ~2%), bolstered by its AI prowess supporting efficiency of the platform behind the scenes. A complete shift in user preference to a direct query and single response search format will also take time - this is akin to relativelylittle trafficon Google&#39;s &#34;I&#39;m feeling lucky&#34; option, which takes users to the first query response, as opposed to options in list format.</p><p>While it remains uncertain the extent of which generative AI queries might cannibalize demand for traditional queries in the longer-term, the recent introduction of Bard – and potentially other solutions enabled by Google’s LLMs, like LaMDA and PaLM – essentially mitigates the ensuing concerns over substantial market share erosion or displacement. And if generative AI queries proceed as an incremental development to traditional search, Bard is also readily available to help Google capture share in that arena over the long-run.</p><p>With regards to gross margins, while generative AI queries currently prove more expensive than traditional queries due to the substantial compute intensity required to process them, Google’s sprawling market reach shows potential in driving a scale advantage capable of offsetting some of the said headwinds. Meanwhile, vertical integration of GCP alongside Google’s generative AI developments will also help to reduce related costs. As discussed in our previous coverage, Google’s in-house developed “Tensor Processing Units” has been key to driving GCP’s reputation in the AI/ML community. Specifically, the latest “Cloud TPU v4” is catered to handling large-scale complex workloads like LLMs and other transformer models in generative AI, offering up to 80% faster speeds in training them at less than half the cost of its predecessor, Cloud TPU v3:</p><blockquote>Cloud TPU minimizes the time-to-accuracy when you train large, complex neural network models…that would have taken weeks to train on other hardware…Cloud TPU provides low-cost performance per dollar at scale for various ML workloads. And now CloudTPU v4gives customers 2.2x and ~1.4x more peak FLOPs per dollar vs CloudTPU v3.</blockquote><blockquote><i>Source:cloud.google.com.</i></blockquote><p>This will not only help Google scale its deployment of generative AI solutions like Bard and offset some of the burden that related compute intensity will place on its profit margins, but also potentially attract additional customers to migrate their incremental generative AI / transformer workloads to GCP as well. Google’s continued integration of other AI-enabled solutions (e.g., BERT, Pmax, etc.) across its offerings have also contributed to a consistent track record of margin expansion in recent years, which further corroborates confidence in the company to overcome the incremental cost pressures ensuing from the deployment of Bard and other future generative AI solutions.</p><p>And as mentioned in the earlier section, Google has been investing in the development of generative AI aggressively in the past decade. This is further corroborated by the swift deployment and introduction of Bard following the viral sensation of ChatGPT, underscoring that the company has the tools in place to include Google users into its AI journey. Taken together with consistent top-line growth (ex-macro challenges in the near-term), it is unlikely that Google will have to shell out material incremental capex spend as a percentage of revenue in the foreseeable future, thus preserving cash flow expansion required to sustain valuation upsides.</p><p><b>The Bottom Line</b></p><p>While Microsoft, supported by OpenAI, has been first the debut mass market usability of generative AI, it is certainly not the first to have invested in related developments, nor the only one with deployment-ready services up their sleeves. With Google being a close competitor capable of benefiting from the same, if not more, monetization strategies for generative AI, the latest momentum in the nascent technology serves as an opportunity for the company to establish a fresh trajectory of next-generation growth. And the swift deployment of Bard is expected to reinforce traction on Google’s developments in this subfield of AI, and draw attention to the multitude of new growth engines and incremental revenue streams enabled by related offerings down the road through cloud, search, advertising, and potentially other verticals.</p><p>With the stock now also trading at a discount to its historical levels and relative to its mega-cap internet peers – likely dragged by both looming macroeconomic headwinds and investors’ mispricing of the potential threats and opportunities facing Google’s future regarding generative AI developments – we remain optimistic about Alphabet Inc.&#39;s longer-term prospects.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Bard: Too Little Too Late?</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\">\nGoogle Bard: Too Little Too Late?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4589279-google-bard-too-little-too-late><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGoogle has unveiled open access to Bard in the U.S. and UK on a rolling basis beginning Tuesday.The development continues to underscore Google's shift from a conservative to catch-up stance on ...</p>\n\n<a href=\"https://seekingalpha.com/article/4589279-google-bard-too-little-too-late\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4589279-google-bard-too-little-too-late","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1141425725","content_text":"SummaryGoogle has unveiled open access to Bard in the U.S. and UK on a rolling basis beginning Tuesday.The development continues to underscore Google's shift from a conservative to catch-up stance on the deployment of speculative technologies to capture current momentum in generative AI.The following analysis will focus on both opportunities and threats facing Google as generative AI gains momentum.After reminding markets that Alphabet Inc. (NASDAQ: GOOG/NASDAQ: GOOGL) (\"Google\") is an “AI-first company,” and committing to making large language models like LaMDA available to the public within the “weeks and months” following its fourth quarter earnings call in early February, thetech giant has delivered. About a month and a half after the initial introduction of Bard– Google’s answer to Microsoft-backed (MSFT) OpenAI’s ChatGPT – the LaMDA-based chatbot has now been made available to users across the U.S. and UK on a rolling basis.The development continues to complement Google’s efforts in bringing the multitude of its investments into AI-enabled innovations over the past decade to light, which is critical for the tech giant to regain traction over its aspirations of being an AI-first company amid the heated arms race in generative AI. Despite growing concerns over potential market share erosion and margin compression with the deployment of generative AI capabilities like ChatGPT and Bard, the Google stock’s current discount to both its historical levels and mega-cap Internet peers, paired with the incremental value of new opportunities generated from the implementation of generative AI capabilities across its existing portfolio of offerings, are likely more than sufficient for compensating the related risks, and unlock fresh upside potential over time.Bard IncomingSince ChatGPT’s debut to the public in November, others built on the same technology have followed, including Snap’s(SNAP)My AIand Salesforce’s (CRM)Einstein GPT, in addition to non-GPT-based standalone developments like Baidu’s (BIDU)Ernie BotandGoogle-backedAnthropic’sClaude. The latest to enter the chat is Google’s very own Bard, which was introduced in early February – best remembered for its blunder in answering a question wrong during a live demo at its debut.Bard Demo(Google)*The first image of exoplanets was taken by the “Very Large Telescope” in 2004.The LaMDA-based chatbot is nowmade availableto the general public across the U.S. and UK – users can sign up on a waitlist and be permitted access on a rolling basis. And Google was sure to note that the chatbot is currently an “early experiment,” with the latest availability of open access to Bard aimed at “[getting] feedback from more people.” This is consistent with our discussion in the previous coverage on the stock, whereby Google is switching out its historical conservatism on the roll-out of speculative technologies in exchange for including the public into its AI journey in an attempt to stem market share loss to rival Microsoft.Looking ahead, continued improvements to Bard and the chatbot’s ultimate deployment and monetization will not only be critical to stemming Google Search’s market share loss to rivals like ChatGPT-infused Bing, but also drive incremental demand for Google’s other generative AI capabilities via cloud. Specifically, while conversational AI services have recently taken the spotlight, generating more buzz than almost any other legacy AI development and turning a page for the technology’s cross-industry adoption from concept to reality, Google has long been integrating all sorts of AI-enabled solutions across its offerings:1. SearchWhile Bard will be critical for addressing rival Microsoft’s ChatGPT-Bing head-on, and ensuring its leadership in online search and search ads is safeguarded, it is not the platform’s first major AI breakthrough. As discussed in our previous coverage, Google’sBERT– also a LLM – has been a key driver of Search’s accuracy and performance since its integration with the platform in 2019. BERT is trained to link text in traditional search queries with their underlying context to “improve web page rankings,” which inadvertently also drives better performance and conversion for search ads.But before BERT, Google has already been investing and implementing other AI/ML-enabled solutions in search, which have been critical to making it the leader it is today – these include Neural Matching, a predecessor to BERT that was implemented in Search in 2018 to help improve understanding of queries, and better match them with web page results.And the introduction of Multitask Unified Model(“MUM”) during Google’s I/O event in 2022, which enables multi-modal search via all of text, audio, and imagery in 75 languages, is expected to push the accuracy of responses further. MUM is trained to perform “many tasks at once,” making it “1,000x more powerful than BERT” – for instance, it is equipped to understand the context of queries better than BERT by having a “more comprehensive understanding and information and world knowledge than previous models,” and even prepare in advance for topics related to the original query.Entering 2023, Bard – which is based on the LaMDA conversational AI introduced in 2021 – is now integrated into Search on an experimental basis. The pace of AI-enabled search exhibited by Google over the past half decade alone, and what they are capable of enabling in the future continues to underscore the company’s prowess in this field with little sign it is falling behind on the trend, nor the technology’s advancement.2. AdvertisingGoogle’s cutting-edge AI developments can also be found deeply integrated into the DNA of its advertising business. Take Performance Max (“PMax\"), for example, which was introduced in 2021. The ad format utilizes AI/ML to optimize ad placements for advertisers, thus improving reach and performance, as well as the economics of advertising. PMax’s value proposition is simple – advertisers can easily access Google’s ad inventory, and create ad campaigns by inputting their desired goals (e.g., budget, location, language, etc.), and Google will do the rest by distributing the ad accordingly across channels spanning “YouTube, Display, Search, Discover, Gmail, and Maps.” In addition to simplicity of usage, PMax is also smart – the format will help optimize ad placements over time and attract new customers that advertisers might not have otherwise reached, while also considering advertisers’ cost per action (“CPA”) and return on ad spend (“ROAS”) goals to drive placements accordingly.And Bard stands to complement this model over the longer-term, especially if generative AI queries start to displace traditional search over time (discussed further in below sections). Specifically, with conversational AI services gaining traction over time, the incremental engagement garnered with inevitably attract allocation of ad dollars over from traditional search platforms. With Bard now in testing and potential future deployment, Google is pacing well on track to ensure adequate monetization and market share recapture if the shift in search trends do materialize over the longer-term.3. CloudKnown as the third largest public cloud provider, GCP still trails rivals Azure andAWS(AMZN) by wide margins. The unit is also not yet profitable, unlike rival platforms that have been benefiting from lucrative margins in the field for years. Yet, GCP appears to be fared better than its larger peers in recent quarters, posting consistent double-digit y/y growth in the 30%-range while the broader industry is warning of deceleration. And continued integration of AI-enabled solutions, as well as offerings catered to AI workloads, will be critical to sustaining the market share gains required for GCP’s trajectory to profitability.In addition to BigQuery, GCP’s flagship AI/ML-enabled analytics tool for handling increasingly complex workloads which was discussed in our previous coverage on the stock, Google’s continued vertical integration of in-house developed data center processors alongside its strides made in generative AI (e.g., LaMDA, Bard, etc.) will also help to reinforce the segment’s growth and scalability. Specifically, generative AI workloads are expected to further expand the total addressable market (\"TAM\") in cloud computing over coming years. In addition to the LLMs that require substantial computing power (discussedhere), subsequent applications built on them will also generate incremental demand for capacity over time. And the introduction of Bard and LaMDA – especially if Google models Microsoft’s strategy in monetization OpenAI’s LLMs – will be key to attracting additional enterprise cloud spending generated from incremental cloud capacity demand to suffice deployment of generative AI solutions. Not only will the distribution of access to Bard / LaMDA to developers generate an incremental revenue stream for GCP, it will likely also drive demand to adjacent cloud services offered and enable further scale towards profitability for the unit.Generative AI: Threat or Opportunity?With OpenAI’s ChatGPT accumulating more than 100 million users in just several months after its open access, it is only fair that Google’s investors are concerned if the company’s moat is at risk of being breached. Specifically, the rapid adoption of ChatGPT by day-to-day users and integration of OpenAI’s GPT models into existing platforms (e.g., Bing, Office 365, Dynamics 365, Salesforce Einstein GPT, Snapchat, etc.) have led to concerns over erosion – or even displacement, altogether – of Google’s market leadership in online search, which would put its core advertising business at risk. There are also worries about the impact of generative AI deployment on the company’s gross margins – OpenAI founder Sam Altman has recently commented that it costs on average “single-digit cents” per prompt on ChatGPT, while industry forecasts generative AI queries could cost as much as 2x to 10x of traditional queries.But the latest frenzy over generative AI appears to be more of an opportunity than a threat – especially for Google, as it has already allocated much of the past decade in preparing for the arrival of this very moment. In terms of market share erosion or displacement, Google has yet to experience any substantial impacts to Search’s traffic nor ad performance as a direct result of ChatGPT’s introduction. Recent data shows that daily Google downloads in the U.S. have steadily run up towards almost 100,000 in the weeks after ChatGPT’s debut in November 2022, before consolidating around 70,000 in recent months. Google’s download stats have not budged either since Bing’s debut of its ChatGPT-infused service in February, while the rival search platform’s spiked downloads as a result of the frenzy failed to sustain through the month.Google vs. Bing Downloads(RBC Capital Markets, with data from Sensor Tower)Visits to Google have also remained at about 25 billion mark for daily average page views, with the exception of an expected seasonal dip during the December holiday season, despite incremental traffic observed at Bing and ChatGPT.Google vs. Bing We Page Traffic(RBC Capital Markets, with data from SimilarWeb)Taken together, it appears the frenzy over generative AI queries have yet to displace traditional search on Google, nor eroded its leading market share. This is largely thanks to Google’s solid foundation in commanding more than 95% share of online queries (versus Bing’s ~2%), bolstered by its AI prowess supporting efficiency of the platform behind the scenes. A complete shift in user preference to a direct query and single response search format will also take time - this is akin to relativelylittle trafficon Google's \"I'm feeling lucky\" option, which takes users to the first query response, as opposed to options in list format.While it remains uncertain the extent of which generative AI queries might cannibalize demand for traditional queries in the longer-term, the recent introduction of Bard – and potentially other solutions enabled by Google’s LLMs, like LaMDA and PaLM – essentially mitigates the ensuing concerns over substantial market share erosion or displacement. And if generative AI queries proceed as an incremental development to traditional search, Bard is also readily available to help Google capture share in that arena over the long-run.With regards to gross margins, while generative AI queries currently prove more expensive than traditional queries due to the substantial compute intensity required to process them, Google’s sprawling market reach shows potential in driving a scale advantage capable of offsetting some of the said headwinds. Meanwhile, vertical integration of GCP alongside Google’s generative AI developments will also help to reduce related costs. As discussed in our previous coverage, Google’s in-house developed “Tensor Processing Units” has been key to driving GCP’s reputation in the AI/ML community. Specifically, the latest “Cloud TPU v4” is catered to handling large-scale complex workloads like LLMs and other transformer models in generative AI, offering up to 80% faster speeds in training them at less than half the cost of its predecessor, Cloud TPU v3:Cloud TPU minimizes the time-to-accuracy when you train large, complex neural network models…that would have taken weeks to train on other hardware…Cloud TPU provides low-cost performance per dollar at scale for various ML workloads. And now CloudTPU v4gives customers 2.2x and ~1.4x more peak FLOPs per dollar vs CloudTPU v3.Source:cloud.google.com.This will not only help Google scale its deployment of generative AI solutions like Bard and offset some of the burden that related compute intensity will place on its profit margins, but also potentially attract additional customers to migrate their incremental generative AI / transformer workloads to GCP as well. Google’s continued integration of other AI-enabled solutions (e.g., BERT, Pmax, etc.) across its offerings have also contributed to a consistent track record of margin expansion in recent years, which further corroborates confidence in the company to overcome the incremental cost pressures ensuing from the deployment of Bard and other future generative AI solutions.And as mentioned in the earlier section, Google has been investing in the development of generative AI aggressively in the past decade. This is further corroborated by the swift deployment and introduction of Bard following the viral sensation of ChatGPT, underscoring that the company has the tools in place to include Google users into its AI journey. Taken together with consistent top-line growth (ex-macro challenges in the near-term), it is unlikely that Google will have to shell out material incremental capex spend as a percentage of revenue in the foreseeable future, thus preserving cash flow expansion required to sustain valuation upsides.The Bottom LineWhile Microsoft, supported by OpenAI, has been first the debut mass market usability of generative AI, it is certainly not the first to have invested in related developments, nor the only one with deployment-ready services up their sleeves. With Google being a close competitor capable of benefiting from the same, if not more, monetization strategies for generative AI, the latest momentum in the nascent technology serves as an opportunity for the company to establish a fresh trajectory of next-generation growth. And the swift deployment of Bard is expected to reinforce traction on Google’s developments in this subfield of AI, and draw attention to the multitude of new growth engines and incremental revenue streams enabled by related offerings down the road through cloud, search, advertising, and potentially other verticals.With the stock now also trading at a discount to its historical levels and relative to its mega-cap internet peers – likely dragged by both looming macroeconomic headwinds and investors’ mispricing of the potential threats and opportunities facing Google’s future regarding generative AI developments – we remain optimistic about Alphabet Inc.'s longer-term prospects.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943585061,"gmtCreate":1679560042254,"gmtModify":1679560046556,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"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/9943585061","repostId":"1125366000","repostType":4,"repost":{"id":"1125366000","kind":"news","pubTimestamp":1679552559,"share":"https://ttm.financial/m/news/1125366000?lang=&edition=fundamental","pubTime":"2023-03-23 14:22","market":"us","language":"en","title":"Meta Platforms: Profit Upside In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1125366000","media":"Seeking Alpha","summary":"SummaryMeta Platforms announced new jobs cuts last week that are meant to improve profitability metr","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Meta Platforms announced new jobs cuts last week that are meant to improve profitability metrics.</li><li>I believe the advertising slump may not be as severe as expected as Meta Platforms&#39; revenue impact has remained quite limited.</li><li>Meta Platforms’ operating expenses are set to get revised to the downside in Q1&#39;23. EPS estimates have already started to rise.</li><li>Meta Platforms&#39; valuation is still very attractive and has revaluation potential.</li></ul><p>Meta Platforms (NASDAQ: META) announced a second round of layoffs this month that is meant to improve the social media company’s productivity and boost its profitability. The new round of layoffs comes after Meta Platforms cut approximately 11thousand jobs from its pay-rolls in Q4’22 as a persistent slowdown in the advertising market and early bets on the metaverse have eaten into the company&#39;s profits. Considering that the social media company’s stock is still relatively cheap, based on earnings, I believe a combination of a rebound in the ad market, aggressive stock buybacks and a restructuring of Meta Platforms&#39; cost structure could be powerful catalysts to drive META into a new up-leg in FY 2023!</p><p><img src=\"https://static.tigerbbs.com/524ce4da4523c204e504b91bd9874c09\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p><b>Meta Platforms announces a new round of job cuts in order to boost profitability</b></p><p>In its latest round of job cuts, Meta Platforms said that it will lay off an additional 10 thousand employees, cut back on filling positions that have already been advertised and cancel lower priority projects. The job cuts come just shortly after the company axed 11 thousand employees from its pay-rolls in the fourth-quarter.</p><p>Considering that the median salary of a Meta Platforms’ employee is about ~$150 thousand, according to Comparably, the annual cost savings potential related to the total number of pay-roll reductions announced since November could be around $3.0-3.1B, not including any short-term severance payments. By cutting its operating costs aggressively, Meta Platforms signals that it understands it needs to boost profitability in a difficult ad market.</p><p><img src=\"https://static.tigerbbs.com/c5afee3ddd4b359a9f376859279975e1\" tg-width=\"601\" tg-height=\"249\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Comparably, Meta Platforms&#39; Average/Median Salary</p><p>The job cuts are set to result in lower operating expenditures and improve Meta Platforms’ profitability going forward. In FY 2022, Meta Platforms reported $87.7B in operating expenses, most of which related to Research and Development. The social media company guided for full-year operating expenses of $89-95B in its last quarterly report, showing a down-grade from an original FY 2023 cost forecast of $94-100B largely because of lower expected pay-roll expenses. With the new around of lay-offs announced last week, I believe we are going to see yet another revision of operating costs in Q1&#39;23 and a new forecast around $90-92B might be possible, implying a $2B profit boost. A better than expected OpEx forecast could be a catalyst to push Meta Platforms&#39; shares into a new up-leg.</p><p>Due to a slowing ad market and a ramp up of investments in the metaverse, Meta Platforms has seen a decline in its net income and free cash flow that investors have started to worry about. Meta Platforms generated $23.2B in net income in FY 2022, which was 41% less than in the year-earlier period. As we will see below, however, Meta Platforms&#39; top line impact has been rather limited, indicating that the generation of net income is the main problem for the social media company. The social media company accelerated its metaverse investments in the last two years, especially in FY 2022. I have discussed the metaverse opportunity, which is valued at between $800B and $1T, here.</p><p><img src=\"https://static.tigerbbs.com/efe3b76ae476f7a06d9bdbe087c4df31\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Meta Platforms</p><p><b>Limited top line effect from advertising slump</b></p><p>Despite worries about the state of the advertising market, Meta Platforms saw a relatively moderate 1% year over year decline in revenues in FY 2022. The social media company generated $116.6B in revenues, showing only a 1% decline on a year over year basis. The drop-off in revenues, or better: the lack of growth, resulted from headwinds including Apple’s iOS update in FY 2021, which limited advertisers’ ability to track consumer online purchases, but also high inflation and the rising threat of TikTok which has steadily been grabbing market share in the attention economy. In total, the top line impact from a slowing ad market has been limited for Meta Platforms in FY 2022.</p><p>Despite concerns over an ad market slowdown in FY 2022, the impact on Meta Platforms&#39; advertising revenues has been rather limited so far, I would say. Meta Platforms recognized an average of $28.4B in advertising revenues each quarter in FY 2022 while the average quarterly revenue amount recognized in FY 2021 was only slightly higher: $28.7B.</p><p><img src=\"https://static.tigerbbs.com/170472648e0820e99038e883b374d7c2\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Meta Platforms</p><p>The near term outlook for the ad market is not positive as multiple factors weigh on spending (such as inflation, rising rates and slowing economic growth), meaning Meta Platforms is likely going to see continual challenges regarding revenue growth in the near future. The down-turn in the digital advertising market has hit many technology companies, including Google and Snap (SNAP), resulting in a wave of lay-offs across the sector. However, I believe the weaker prospects for growth have already been fully priced into Meta Platforms&#39; valuation.</p><p><img src=\"https://static.tigerbbs.com/d3c410bfcc8612cd91419dcbdadddf70\" tg-width=\"640\" tg-height=\"329\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Axios</p><p><b>Meta Platforms’ valuation</b></p><p>Meta Platforms has seen a notable upside movement in the stock after the company presented results for the fourth-quarter which included the announcement of an aggressive $40B stock buyback. Despite a 63% price return year-to-date, shares of META are still cheap, trading at a price-to earnings-ratio (forward) of 17.0 X. Meta Platforms is still the cheapest FAANG stock in the market and even cheaper than Alphabet (GOOG)... which is also irrationally undervalued and offers investors deep free cash flow and buyback value.</p><p><img src=\"https://static.tigerbbs.com/a70326d57a2072d3150c74ac5d1220a8\" tg-width=\"635\" tg-height=\"484\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Meta Platforms&#39; shares are now trading slightly above its 1-year average P/E ratio... but I believe the stock is still a bargain.</p><p><img src=\"https://static.tigerbbs.com/f323d09948d1df5cf037c0a66fa022b2\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>The estimate trend is also increasingly looking better as EPS estimates have started to trend up. The expectation is for Meta Platforms to see 11.5% EPS growth in FY 2023 and 24.5% growth in FY 2024, so the market is pricing in a rebound in the advertising market in FY 2023/2024. The currently available estimates also have upside since most of them have not been updated yet for the recent round of lay-offs and improved OpEx picture.</p><p><img src=\"https://static.tigerbbs.com/98e59c085a01bd9d59b69d6079d51148\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha</p><p><b>Risks with Meta</b></p><p>The biggest commercial risk for Meta Platforms is that the social media company could see a more severe slowdown in its advertising top line growth. Meta Platforms&#39; estimates imply that the market expects a recovery in its earnings picture, but a prolonged ad market down-turn would be a major negative for the stock. What would change my mind about Meta Platforms is if the company saw a steep decline in its key operating metrics such as daily active users and free cash flow. Meta Platforms achieved a free cash flow margin of 16% in Q4&#39;22 and a major drop-off, potentially related to accelerating metaverse investments, would be a negative for Meta Platforms and the company&#39;s stock prospects.</p><p><b>Final thoughts</b></p><p>A new round of lay-offs has the potential to boost Meta Platforms’ profitability in FY 2023 which has been negatively affected by a broad-based advertising slump, driven by high inflation and growing competition, especially in the rapidly growing market of short-term video apps. Given Meta Platforms&#39; new focus on drastically cutting operating costs, I expect Meta Platforms to revise its operating expenditure forecast down to a range of $90-92B when it reports Q1&#39;23 earnings. EPS estimates have started to trend up and also represent surprise potential. Since Meta Platforms is still the cheapest FAANG stock and $40B in buybacks are about to be executed, I believe Meta continues to remain one of the most promising big tech stocks, besides Google!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms: Profit Upside In 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms: Profit Upside In 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-23 14:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4589258-meta-platforms-profit-upside-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMeta Platforms announced new jobs cuts last week that are meant to improve profitability metrics.I believe the advertising slump may not be as severe as expected as Meta Platforms' revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4589258-meta-platforms-profit-upside-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://seekingalpha.com/article/4589258-meta-platforms-profit-upside-2023","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1125366000","content_text":"SummaryMeta Platforms announced new jobs cuts last week that are meant to improve profitability metrics.I believe the advertising slump may not be as severe as expected as Meta Platforms' revenue impact has remained quite limited.Meta Platforms’ operating expenses are set to get revised to the downside in Q1'23. EPS estimates have already started to rise.Meta Platforms' valuation is still very attractive and has revaluation potential.Meta Platforms (NASDAQ: META) announced a second round of layoffs this month that is meant to improve the social media company’s productivity and boost its profitability. The new round of layoffs comes after Meta Platforms cut approximately 11thousand jobs from its pay-rolls in Q4’22 as a persistent slowdown in the advertising market and early bets on the metaverse have eaten into the company's profits. Considering that the social media company’s stock is still relatively cheap, based on earnings, I believe a combination of a rebound in the ad market, aggressive stock buybacks and a restructuring of Meta Platforms' cost structure could be powerful catalysts to drive META into a new up-leg in FY 2023!Data by YChartsMeta Platforms announces a new round of job cuts in order to boost profitabilityIn its latest round of job cuts, Meta Platforms said that it will lay off an additional 10 thousand employees, cut back on filling positions that have already been advertised and cancel lower priority projects. The job cuts come just shortly after the company axed 11 thousand employees from its pay-rolls in the fourth-quarter.Considering that the median salary of a Meta Platforms’ employee is about ~$150 thousand, according to Comparably, the annual cost savings potential related to the total number of pay-roll reductions announced since November could be around $3.0-3.1B, not including any short-term severance payments. By cutting its operating costs aggressively, Meta Platforms signals that it understands it needs to boost profitability in a difficult ad market.Source: Comparably, Meta Platforms' Average/Median SalaryThe job cuts are set to result in lower operating expenditures and improve Meta Platforms’ profitability going forward. In FY 2022, Meta Platforms reported $87.7B in operating expenses, most of which related to Research and Development. The social media company guided for full-year operating expenses of $89-95B in its last quarterly report, showing a down-grade from an original FY 2023 cost forecast of $94-100B largely because of lower expected pay-roll expenses. With the new around of lay-offs announced last week, I believe we are going to see yet another revision of operating costs in Q1'23 and a new forecast around $90-92B might be possible, implying a $2B profit boost. A better than expected OpEx forecast could be a catalyst to push Meta Platforms' shares into a new up-leg.Due to a slowing ad market and a ramp up of investments in the metaverse, Meta Platforms has seen a decline in its net income and free cash flow that investors have started to worry about. Meta Platforms generated $23.2B in net income in FY 2022, which was 41% less than in the year-earlier period. As we will see below, however, Meta Platforms' top line impact has been rather limited, indicating that the generation of net income is the main problem for the social media company. The social media company accelerated its metaverse investments in the last two years, especially in FY 2022. I have discussed the metaverse opportunity, which is valued at between $800B and $1T, here.Source: Meta PlatformsLimited top line effect from advertising slumpDespite worries about the state of the advertising market, Meta Platforms saw a relatively moderate 1% year over year decline in revenues in FY 2022. The social media company generated $116.6B in revenues, showing only a 1% decline on a year over year basis. The drop-off in revenues, or better: the lack of growth, resulted from headwinds including Apple’s iOS update in FY 2021, which limited advertisers’ ability to track consumer online purchases, but also high inflation and the rising threat of TikTok which has steadily been grabbing market share in the attention economy. In total, the top line impact from a slowing ad market has been limited for Meta Platforms in FY 2022.Despite concerns over an ad market slowdown in FY 2022, the impact on Meta Platforms' advertising revenues has been rather limited so far, I would say. Meta Platforms recognized an average of $28.4B in advertising revenues each quarter in FY 2022 while the average quarterly revenue amount recognized in FY 2021 was only slightly higher: $28.7B.Source: Meta PlatformsThe near term outlook for the ad market is not positive as multiple factors weigh on spending (such as inflation, rising rates and slowing economic growth), meaning Meta Platforms is likely going to see continual challenges regarding revenue growth in the near future. The down-turn in the digital advertising market has hit many technology companies, including Google and Snap (SNAP), resulting in a wave of lay-offs across the sector. However, I believe the weaker prospects for growth have already been fully priced into Meta Platforms' valuation.Source: AxiosMeta Platforms’ valuationMeta Platforms has seen a notable upside movement in the stock after the company presented results for the fourth-quarter which included the announcement of an aggressive $40B stock buyback. Despite a 63% price return year-to-date, shares of META are still cheap, trading at a price-to earnings-ratio (forward) of 17.0 X. Meta Platforms is still the cheapest FAANG stock in the market and even cheaper than Alphabet (GOOG)... which is also irrationally undervalued and offers investors deep free cash flow and buyback value.Data by YChartsMeta Platforms' shares are now trading slightly above its 1-year average P/E ratio... but I believe the stock is still a bargain.Data by YChartsThe estimate trend is also increasingly looking better as EPS estimates have started to trend up. The expectation is for Meta Platforms to see 11.5% EPS growth in FY 2023 and 24.5% growth in FY 2024, so the market is pricing in a rebound in the advertising market in FY 2023/2024. The currently available estimates also have upside since most of them have not been updated yet for the recent round of lay-offs and improved OpEx picture.Source: Seeking AlphaRisks with MetaThe biggest commercial risk for Meta Platforms is that the social media company could see a more severe slowdown in its advertising top line growth. Meta Platforms' estimates imply that the market expects a recovery in its earnings picture, but a prolonged ad market down-turn would be a major negative for the stock. What would change my mind about Meta Platforms is if the company saw a steep decline in its key operating metrics such as daily active users and free cash flow. Meta Platforms achieved a free cash flow margin of 16% in Q4'22 and a major drop-off, potentially related to accelerating metaverse investments, would be a negative for Meta Platforms and the company's stock prospects.Final thoughtsA new round of lay-offs has the potential to boost Meta Platforms’ profitability in FY 2023 which has been negatively affected by a broad-based advertising slump, driven by high inflation and growing competition, especially in the rapidly growing market of short-term video apps. Given Meta Platforms' new focus on drastically cutting operating costs, I expect Meta Platforms to revise its operating expenditure forecast down to a range of $90-92B when it reports Q1'23 earnings. EPS estimates have started to trend up and also represent surprise potential. Since Meta Platforms is still the cheapest FAANG stock and $40B in buybacks are about to be executed, I believe Meta continues to remain one of the most promising big tech stocks, besides Google!","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9005375244,"gmtCreate":1642200994209,"gmtModify":1676533690806,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"The writer putting an average Electric Vehicle PE at 10 appeared under hyped as the average US market&nbsp; PE is at 23~24 presently. And Growth stocks that expand normally&nbsp;can have higher PE. How about climate change consideration&nbsp;&amp;&nbsp;incentives?","listText":"The writer putting an average Electric Vehicle PE at 10 appeared under hyped as the average US market&nbsp; PE is at 23~24 presently. And Growth stocks that expand normally&nbsp;can have higher PE. How about climate change consideration&nbsp;&amp;&nbsp;incentives?","text":"The writer putting an average Electric Vehicle PE at 10 appeared under hyped as the average US market PE is at 23~24 presently. And Growth stocks that expand normally can have higher PE. How about climate change consideration & incentives?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005375244","repostId":"2203126977","repostType":4,"repost":{"id":"2203126977","kind":"highlight","pubTimestamp":1642174200,"share":"https://ttm.financial/m/news/2203126977?lang=&edition=fundamental","pubTime":"2022-01-14 23:30","market":"us","language":"en","title":"Are Electric Vehicle Stocks Overhyped?","url":"https://stock-news.laohu8.com/highlight/detail?id=2203126977","media":"Motley Fool","summary":"The short answer: Almost definitely.","content":"<html><head></head><body><p>The excitement around electric vehicle stocks is palpable. From <b>Rivian</b> (NASDAQ:RIVN) at a $76 billion market cap with no revenue to <b>Tesla</b> (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was valued under $100 billion less than three years ago, many investors are bullish on the opportunity in electric vehicles.</p><p>And why wouldn&#39;t they be? The industry is growing quickly, up 26% year over year from 2020, and is going after a gigantic market opportunity in the worldwide car market. But just because these stocks are in a large, growing industry doesn&#39;t mean they will be great investments over the next decade. Just ask <b>Cisco Systems</b> investors who bought stock in 1999 and 2000.</p><p>Are electric vehicle stocks overhyped? Yes. Let me explain why.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90344f91dac6378d78934846de60ce59\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Growth is strong, and the market opportunity is massive</h2><p>To start out, let&#39;s give some context around the global opportunity in electric vehicles and the overall automotive industry. In 2021, it is estimated that 6.4 million electric vehicles (EVs) were sold around the world, of which 4 million of these were all-electric and 2.4 million plug-in hybrids. That total number is up 26% from 2020.</p><p>In 2022, analysts are actually expecting this growth to accelerate due to the number of models being available in the U.S. jumping from 62 to 100. If that is the case, global annual sales for electric vehicles should hit 10 million in the near future. For reference, 66 million total cars are estimated to have been sold around the world in 2021.</p><p>Those are all high-level numbers, but what about the financial opportunity? Assuming an average selling price of $25,000, 10 million EV sales would equate to $250 billion in annual sales. At 50 million EVs, which assumes they take over the majority of the auto market, that equates to $1.25 trillion in sales. Clearly, the opportunity is massive from a revenue standpoint.</p><h2>Margins will be low</h2><p>While the revenue opportunity for EVs is large, these manufacturing businesses also have low margins. For example, let&#39;s look at <b>Toyota </b>(NYSE:TM), the largest automaker in the world, with an estimated 8.5% market share in 2019. Over the last 12 months, the company has brought in $281 billion in revenue. On that revenue, only $31 billion turned into operating income, or an 11% operating margin.</p><p>Tesla, the biggest pure-play EV maker, is seeing just shy of 10% operating margins on $47 billion in revenue. Given the reduction in manufacturing complications of a battery pack versus an internal combustion engine, EV makers may achieve better operating margins than 11% at scale. But they still require bending metal to succeed, so the likelihood they will be much higher than 11% on average over the long term seems unlikely.</p><p>What&#39;s more, automotive businesses require tons of capital expenditures relative to their sales just to stay afloat. For example, Toyota spent almost $35 billion on capital investments over the last 12 months. Given its profit margins, that makes it very difficult for the company to return excess cash to shareholders -- which is the <i>only</i> driver of shareholder value in the long run. This is why Toyota&#39;s stock historically trades at a price-to-earnings (P/E) ratio at or around 10. And EV stocks will have a similar fate due to this capital intensity.</p><h2>Expectations are too high</h2><p>Let&#39;s move back to our revenue example. If annual EV sales reach $1.25 trillion and we assign a generous 15% operating margin across the industry, there will be $180 billion in annual operating income once EV sales hit 50 million a year. Remember, sales are currently at only 6.4 million, including plug-in hybrids, so this is a long way off. On that $180 billion in operating income, if you give it a 21% corporate tax rate, that is $142.2 billion in annual net income across the industry.</p><p>Put an average P/E of 10 (remember, this is typical for automotive companies because of the capital intensity) on the stocks, and you have $1.42 trillion in combined market value once EVs reach maturity. Looking at the five pure-play EV stocks right now, which are Tesla, Rivian, <b>Lucid Motors </b>(NASDAQ:LCID), <b>Nio </b>(NYSE:NIO), and <b>Xpeng </b>(NYSE:XPEV), their combined market caps are <i>currently</i> $1.34 trillion, or pretty darn close to what the whole industry will be worth at maturity with optimistic margin and growth assumptions.</p><p>And this doesn&#39;t include the legacy automakers like Toyota, <b>Ford Motor Company</b>, <b>GM</b>, and <b>Volkswagen</b>, which are all making major investments into EVs. Assuming none of these legacy manufacturers will at least capture some of the $1.42 trillion market value is naive, in my opinion.</p><p>Given all these numbers, it is clear that the electric vehicle market is overhyped. If you are invested in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of these companies, or even a legacy automaker, you need to be confident in that specific company&#39;s ability to win market share and beat all these competitors. If that doesn&#39;t happen, it is likely your investment will go very poorly over the next decade.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Are Electric Vehicle Stocks Overhyped?</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\">\nAre Electric Vehicle Stocks Overhyped?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","BK4099":"汽车制造商","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4509":"腾讯概念","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4526":"热门中概股","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4515":"5G概念","BK4020":"通信设备","BK4527":"明星科技股","LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc.","NIO":"蔚来","BK4555":"新能源车","BK4560":"网络安全概念","BK4548":"巴美列捷福持仓","CSCO":"思科","BK4532":"文艺复兴科技持仓","TM":"丰田汽车","BK4531":"中概回港概念","BK4525":"远程办公概念"},"source_url":"https://www.fool.com/investing/2022/01/14/are-electric-vehicle-stocks-overhyped-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203126977","content_text":"The excitement around electric vehicle stocks is palpable. From Rivian (NASDAQ:RIVN) at a $76 billion market cap with no revenue to Tesla (NASDAQ:TSLA) breaching a $1.1 trillion market cap when it was valued under $100 billion less than three years ago, many investors are bullish on the opportunity in electric vehicles.And why wouldn't they be? The industry is growing quickly, up 26% year over year from 2020, and is going after a gigantic market opportunity in the worldwide car market. But just because these stocks are in a large, growing industry doesn't mean they will be great investments over the next decade. Just ask Cisco Systems investors who bought stock in 1999 and 2000.Are electric vehicle stocks overhyped? Yes. Let me explain why.Image source: Getty Images.Growth is strong, and the market opportunity is massiveTo start out, let's give some context around the global opportunity in electric vehicles and the overall automotive industry. In 2021, it is estimated that 6.4 million electric vehicles (EVs) were sold around the world, of which 4 million of these were all-electric and 2.4 million plug-in hybrids. That total number is up 26% from 2020.In 2022, analysts are actually expecting this growth to accelerate due to the number of models being available in the U.S. jumping from 62 to 100. If that is the case, global annual sales for electric vehicles should hit 10 million in the near future. For reference, 66 million total cars are estimated to have been sold around the world in 2021.Those are all high-level numbers, but what about the financial opportunity? Assuming an average selling price of $25,000, 10 million EV sales would equate to $250 billion in annual sales. At 50 million EVs, which assumes they take over the majority of the auto market, that equates to $1.25 trillion in sales. Clearly, the opportunity is massive from a revenue standpoint.Margins will be lowWhile the revenue opportunity for EVs is large, these manufacturing businesses also have low margins. For example, let's look at Toyota (NYSE:TM), the largest automaker in the world, with an estimated 8.5% market share in 2019. Over the last 12 months, the company has brought in $281 billion in revenue. On that revenue, only $31 billion turned into operating income, or an 11% operating margin.Tesla, the biggest pure-play EV maker, is seeing just shy of 10% operating margins on $47 billion in revenue. Given the reduction in manufacturing complications of a battery pack versus an internal combustion engine, EV makers may achieve better operating margins than 11% at scale. But they still require bending metal to succeed, so the likelihood they will be much higher than 11% on average over the long term seems unlikely.What's more, automotive businesses require tons of capital expenditures relative to their sales just to stay afloat. For example, Toyota spent almost $35 billion on capital investments over the last 12 months. Given its profit margins, that makes it very difficult for the company to return excess cash to shareholders -- which is the only driver of shareholder value in the long run. This is why Toyota's stock historically trades at a price-to-earnings (P/E) ratio at or around 10. And EV stocks will have a similar fate due to this capital intensity.Expectations are too highLet's move back to our revenue example. If annual EV sales reach $1.25 trillion and we assign a generous 15% operating margin across the industry, there will be $180 billion in annual operating income once EV sales hit 50 million a year. Remember, sales are currently at only 6.4 million, including plug-in hybrids, so this is a long way off. On that $180 billion in operating income, if you give it a 21% corporate tax rate, that is $142.2 billion in annual net income across the industry.Put an average P/E of 10 (remember, this is typical for automotive companies because of the capital intensity) on the stocks, and you have $1.42 trillion in combined market value once EVs reach maturity. Looking at the five pure-play EV stocks right now, which are Tesla, Rivian, Lucid Motors (NASDAQ:LCID), Nio (NYSE:NIO), and Xpeng (NYSE:XPEV), their combined market caps are currently $1.34 trillion, or pretty darn close to what the whole industry will be worth at maturity with optimistic margin and growth assumptions.And this doesn't include the legacy automakers like Toyota, Ford Motor Company, GM, and Volkswagen, which are all making major investments into EVs. Assuming none of these legacy manufacturers will at least capture some of the $1.42 trillion market value is naive, in my opinion.Given all these numbers, it is clear that the electric vehicle market is overhyped. If you are invested in one of these companies, or even a legacy automaker, you need to be confident in that specific company's ability to win market share and beat all these competitors. If that doesn't happen, it is likely your investment will go very poorly over the next decade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000652","authorId":"9000000000000652","name":"ChristKitto","avatar":"https://static.tigerbbs.com/4978f4a510bcf43d5d844a52ae86fd92","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000652","authorIdStr":"9000000000000652"},"content":"The P/E ratio index looks simple, but it is useful for us to choose stocks. To some extent, it can initially help us sift through a group of stocks with high valuations","text":"The P/E ratio index looks simple, but it is useful for us to choose stocks. To some extent, it can initially help us sift through a group of stocks with high valuations","html":"The P/E ratio index looks simple, but it is useful for us to choose stocks. To some extent, it can initially help us sift through a group of stocks with high valuations"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034942841,"gmtCreate":1647774287221,"gmtModify":1676534264812,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"For long term investment, as usual,&nbsp;hv to consider how low it's price has been down beaten, revenue growth prospects, EPS trend, market&nbsp;capitalisation, sector industry trends, historical price trends and many more?","listText":"For long term investment, as usual,&nbsp;hv to consider how low it's price has been down beaten, revenue growth prospects, EPS trend, market&nbsp;capitalisation, sector industry trends, historical price trends and many more?","text":"For long term investment, as usual, hv to consider how low it's price has been down beaten, revenue growth prospects, EPS trend, market capitalisation, sector industry trends, historical price trends and many more?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034942841","repostId":"1156087654","repostType":4,"repost":{"id":"1156087654","kind":"news","pubTimestamp":1647736949,"share":"https://ttm.financial/m/news/1156087654?lang=&edition=fundamental","pubTime":"2022-03-20 08:42","market":"us","language":"en","title":"Beyond Stock Splits and Interest Rates: 3 Beaten-Down Growth Stocks to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1156087654","media":"Motley Fool","summary":"Down massively from recent highs, these growth stocks are poised for big rebounds.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Meta Platforms is unpopular -- and quite cheap because of it.</li><li>Unity Software is a category that offers huge long-term upside.</li><li>It&#39;s hard to chill when you&#39;re taking a beatdown. Netflix stock price is almost cut in half.</li></ul><p><b>Amazon</b>&#39;s planned 20-for-1 stock split and the Federal Reserve&#39;s recently announced quarter-point interest rate hike have been some of the biggest stories in the investing world lately. While the tech giant&#39;s stock split is spurring excitement among investors, and the Fed raising rates will have far-reaching effects and impact demand for tech stocks, the fact that some growth stocks are currently trading at very attractive discounts shouldn&#39;t be overlooked.</p><p>With that in mind, a panel of Motley Fool contributors has profiled three of their favorite, beaten-down growth stocks. Read on to see why they identified <b>Meta Platforms</b>, <b>Unity Software</b>, and <b>Netflix</b> as companies that could deliver incredible returns for growth-focused investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64ff7a6e00d06fda91a21743cca65e92\" tg-width=\"2000\" tg-height=\"1414\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p><b>Easy to hate, hard to ignore</b></p><p><b>Jason Hall</b> <b>(Meta Platforms):</b>I&#39;ll be the first to admit that I don&#39;t own shares of Meta Platforms. I&#39;ll also publicly state that I&#39;m unlikely to take my own advice on this and buy shares of the company, because it&#39;s a business model that I don&#39;t particularly support. I think social media is complex, and I am uncertain that it does more good than harm to society. But my personal reticence shouldn&#39;t be a reason for those who don&#39;t share my qualms from owning the company.</p><p>Because, man, it&#39;s <i>so</i> <i>profitable</i>.</p><p>Meta earned $39.3 billion in net income in 2021, and almost all of that was free cash flow. It is still one of the biggest and most important advertising platforms on earth. And despite the opinions of people like me who hold the company with a dash of disdain -- hypocrisy alert -- I continue to use Facebook and its other platforms, as do billions of other people who simultaneously complain about it.</p><p>The bottom line is, Meta Platforms has never been this cheap, trading for less than 16 times earnings and free cash flow, and almost 10 times operating cash flow.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61f0da4a54e5ef70307ebaf7856b113f\" tg-width=\"720\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>FB PE Ratio data by YCharts</span></p><p>Should investors just hold their nose and buy shares? That&#39;s up to them. But I do think Meta will remain a cash cow, grow more profitable, and outperform the <b>S&amp;P 500</b> over the next five years. I think shareholders, users, and ad buyers should <i>also</i>continue to hold management&#39;s feet to the fire to be better for humanity.</p><p><b>This beaten-down software leader could be explosive</b></p><p><b>Keith Noonan</b> <b>(Unity Software):</b>Unity Software is a company that provides content-creation tools, and its services are currently used in the creation of more than two-thirds of augmented reality (AR) and virtual reality (VR) content. In addition to leading the content-creation space for AR and VR and benefiting from unfolding metaverse trends, Unity is also already the market leader in development-engine services for the mobile games market.</p><p>More than 71% of the market&#39;s top-1000 best-performing mobile games rely on Unity&#39;s software, and developers of all sizes turn to the company&#39;s tools to create their content. For example, even gaming-industry leader <b>Activision Blizzard</b>&#39;s hugely successful <i>Call of Duty: Mobile</i> is built on Unity&#39;s software engine, and the software specialist has promising avenues to growth as it attracts more customers and sees increased spending from those already using its services.</p><p>The company closed out 2021 with a dollar-based net-retention rate of 140%, which means that existing customers on its platform spent an average of 40% compared to the prior-year period. The company&#39;s net-expansion rate was actually up from the 138% rate that it posted at the end of 2020, and sales growth for its development-engine services segment actually accelerated despite facing a challenging basis of comparison. Unity ended last year with 1,052 customers contributing $100,000 or more in trailing-12-month revenue, up 33% year over year, and these catalysts helped it grow sales 44% annually to reach $1.1 billion.</p><p>I think the market for interactive content is still poised for huge growth over the long term, and I recently purchased Unity stock for my portfolio. With shares down roughly 35% year to date and 56% from their high, this is an industry-leading software specialist that could go on to be a huge winner for long-term investors.</p><p><b>Netflix is spending nearly $20 billion on content while delivering robust profits</b></p><p><b>Parkev Tatevosian</b> <b>(Netflix)</b>: The streaming-content pioneer has fallen out of favor with the market. The stock is down 47% off its high in just a few months. That&#39;s created an opportunity for long-term investors to buy this beaten-down growth stock at a lower valuation. And make no mistake, Netflix is still a growth stock.</p><p>Much has been made of Netflix&#39;s slowing subscriber growth. Investors were always concerned that the surging acquisition and engagement Netflix experienced at the pandemic onset would not last. That is to be expected. No one thinks we will be streaming as much content as during the lockdown periods. Netflix has retained subscriber growth achieved over these last two years and is adding to its totals.</p><p>As of Dec. 31. 2021, Netflix boasts 222 million subscribers, up 9% over the same time the year before. The total was enough to generate $7.7 billion in revenue. That&#39;s money the streaming leader can use to spend on content to further its leadership position. Indeed, in the 12 months ended Dec. 31, Netflix spent $17 billion on content. All of this will spring the flywheel forward for Netflix. More content brings more subscribers, which brings more revenue that can be spent on more content, and so on.</p><p>Moreover, Netflix has reached a big enough scale to deliver robust profits. Net income rose to $5.1 billion in the year ended Dec. 31, up from $2.7 billion in the year prior. Fortunately for investors, Netflix can be purchased at its lowest price-to-earnings (P/E) in the last five years. At 32.86, the P/E is down considerably from the over 120 it was trading for around July 2019.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Beyond Stock Splits and Interest Rates: 3 Beaten-Down Growth Stocks to Buy Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBeyond Stock Splits and Interest Rates: 3 Beaten-Down Growth Stocks to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-20 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/19/beyond-stock-splits-and-interest-rates-3-beaten-do/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMeta Platforms is unpopular -- and quite cheap because of it.Unity Software is a category that offers huge long-term upside.It's hard to chill when you're taking a beatdown. Netflix stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/19/beyond-stock-splits-and-interest-rates-3-beaten-do/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc.","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2022/03/19/beyond-stock-splits-and-interest-rates-3-beaten-do/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156087654","content_text":"KEY POINTSMeta Platforms is unpopular -- and quite cheap because of it.Unity Software is a category that offers huge long-term upside.It's hard to chill when you're taking a beatdown. Netflix stock price is almost cut in half.Amazon's planned 20-for-1 stock split and the Federal Reserve's recently announced quarter-point interest rate hike have been some of the biggest stories in the investing world lately. While the tech giant's stock split is spurring excitement among investors, and the Fed raising rates will have far-reaching effects and impact demand for tech stocks, the fact that some growth stocks are currently trading at very attractive discounts shouldn't be overlooked.With that in mind, a panel of Motley Fool contributors has profiled three of their favorite, beaten-down growth stocks. Read on to see why they identified Meta Platforms, Unity Software, and Netflix as companies that could deliver incredible returns for growth-focused investors.Image source: Getty Images.Easy to hate, hard to ignoreJason Hall (Meta Platforms):I'll be the first to admit that I don't own shares of Meta Platforms. I'll also publicly state that I'm unlikely to take my own advice on this and buy shares of the company, because it's a business model that I don't particularly support. I think social media is complex, and I am uncertain that it does more good than harm to society. But my personal reticence shouldn't be a reason for those who don't share my qualms from owning the company.Because, man, it's so profitable.Meta earned $39.3 billion in net income in 2021, and almost all of that was free cash flow. It is still one of the biggest and most important advertising platforms on earth. And despite the opinions of people like me who hold the company with a dash of disdain -- hypocrisy alert -- I continue to use Facebook and its other platforms, as do billions of other people who simultaneously complain about it.The bottom line is, Meta Platforms has never been this cheap, trading for less than 16 times earnings and free cash flow, and almost 10 times operating cash flow.FB PE Ratio data by YChartsShould investors just hold their nose and buy shares? That's up to them. But I do think Meta will remain a cash cow, grow more profitable, and outperform the S&P 500 over the next five years. I think shareholders, users, and ad buyers should alsocontinue to hold management's feet to the fire to be better for humanity.This beaten-down software leader could be explosiveKeith Noonan (Unity Software):Unity Software is a company that provides content-creation tools, and its services are currently used in the creation of more than two-thirds of augmented reality (AR) and virtual reality (VR) content. In addition to leading the content-creation space for AR and VR and benefiting from unfolding metaverse trends, Unity is also already the market leader in development-engine services for the mobile games market.More than 71% of the market's top-1000 best-performing mobile games rely on Unity's software, and developers of all sizes turn to the company's tools to create their content. For example, even gaming-industry leader Activision Blizzard's hugely successful Call of Duty: Mobile is built on Unity's software engine, and the software specialist has promising avenues to growth as it attracts more customers and sees increased spending from those already using its services.The company closed out 2021 with a dollar-based net-retention rate of 140%, which means that existing customers on its platform spent an average of 40% compared to the prior-year period. The company's net-expansion rate was actually up from the 138% rate that it posted at the end of 2020, and sales growth for its development-engine services segment actually accelerated despite facing a challenging basis of comparison. Unity ended last year with 1,052 customers contributing $100,000 or more in trailing-12-month revenue, up 33% year over year, and these catalysts helped it grow sales 44% annually to reach $1.1 billion.I think the market for interactive content is still poised for huge growth over the long term, and I recently purchased Unity stock for my portfolio. With shares down roughly 35% year to date and 56% from their high, this is an industry-leading software specialist that could go on to be a huge winner for long-term investors.Netflix is spending nearly $20 billion on content while delivering robust profitsParkev Tatevosian (Netflix): The streaming-content pioneer has fallen out of favor with the market. The stock is down 47% off its high in just a few months. That's created an opportunity for long-term investors to buy this beaten-down growth stock at a lower valuation. And make no mistake, Netflix is still a growth stock.Much has been made of Netflix's slowing subscriber growth. Investors were always concerned that the surging acquisition and engagement Netflix experienced at the pandemic onset would not last. That is to be expected. No one thinks we will be streaming as much content as during the lockdown periods. Netflix has retained subscriber growth achieved over these last two years and is adding to its totals.As of Dec. 31. 2021, Netflix boasts 222 million subscribers, up 9% over the same time the year before. The total was enough to generate $7.7 billion in revenue. That's money the streaming leader can use to spend on content to further its leadership position. Indeed, in the 12 months ended Dec. 31, Netflix spent $17 billion on content. All of this will spring the flywheel forward for Netflix. More content brings more subscribers, which brings more revenue that can be spent on more content, and so on.Moreover, Netflix has reached a big enough scale to deliver robust profits. Net income rose to $5.1 billion in the year ended Dec. 31, up from $2.7 billion in the year prior. Fortunately for investors, Netflix can be purchased at its lowest price-to-earnings (P/E) in the last five years. At 32.86, the P/E is down considerably from the over 120 it was trading for around July 2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000665","authorId":"9000000000000665","name":"BurnellStella","avatar":"https://static.tigerbbs.com/2c065267febaa7f90a2c347c9360e4b1","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000665","authorIdStr":"9000000000000665"},"content":"So which stock are you bullish on right now?","text":"So which stock are you bullish on right now?","html":"So which stock are you bullish on right now?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979132335,"gmtCreate":1688269313827,"gmtModify":1688269319140,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Congrats!&nbsp; After the bear of 2022 spiked by interest rates hike, all FAANGMT stocks perform great this year. Wonder how shall the 2H2023 be?","listText":"Congrats!&nbsp; After the bear of 2022 spiked by interest rates hike, all FAANGMT stocks perform great this year. Wonder how shall the 2H2023 be?","text":"Congrats! After the bear of 2022 spiked by interest rates hike, all FAANGMT stocks perform great this year. Wonder how shall the 2H2023 be?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979132335","repostId":"193099711516784","repostType":1,"repost":{"id":193099711516784,"gmtCreate":1688173085692,"gmtModify":1688174649960,"author":{"id":"4113824102564902","authorId":"4113824102564902","name":"Lionel8383","avatar":"https://community-static.tradeup.com/news/816b168172cfedf6cec338c52322f186","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4113824102564902","authorIdStr":"4113824102564902"},"themes":[],"title":"2023 Mid Year Recap","htmlText":"Sharing my 2023 Mid Year performance. Little did I expect that Meta would be the best performer in my portfolio this year. I remembered back in October/November last year, I was debating if I should sell my Meta position to cut loss. Considering that I had already been in it since May 2022, I decided to just ignore the P&amp;L segment or just went on to watch Netflix during market hours back then. Top 5 Performers My top 5 positions in terms of performance are: Meta +83.48% Apple +35.77% Microsoft +30.24% Salesforce +19.92% Amazon +19.47% The S&amp;P 500 is up 16.37% in the first six months of 2023, and Nasdaq Composite is up 32.74%, while the Dow Jones is the laggard up 3.83% in 2023, this was really surprising as at the start of the year, the media and doomsday prophets were all saying t","listText":"Sharing my 2023 Mid Year performance. Little did I expect that Meta would be the best performer in my portfolio this year. I remembered back in October/November last year, I was debating if I should sell my Meta position to cut loss. Considering that I had already been in it since May 2022, I decided to just ignore the P&amp;L segment or just went on to watch Netflix during market hours back then. Top 5 Performers My top 5 positions in terms of performance are: Meta +83.48% Apple +35.77% Microsoft +30.24% Salesforce +19.92% Amazon +19.47% The S&amp;P 500 is up 16.37% in the first six months of 2023, and Nasdaq Composite is up 32.74%, while the Dow Jones is the laggard up 3.83% in 2023, this was really surprising as at the start of the year, the media and doomsday prophets were all saying t","text":"Sharing my 2023 Mid Year performance. Little did I expect that Meta would be the best performer in my portfolio this year. I remembered back in October/November last year, I was debating if I should sell my Meta position to cut loss. Considering that I had already been in it since May 2022, I decided to just ignore the P&L segment or just went on to watch Netflix during market hours back then. Top 5 Performers My top 5 positions in terms of performance are: Meta +83.48% Apple +35.77% Microsoft +30.24% Salesforce +19.92% Amazon +19.47% The S&P 500 is up 16.37% in the first six months of 2023, and Nasdaq Composite is up 32.74%, while the Dow Jones is the laggard up 3.83% in 2023, this was really surprising as at the start of the year, the media and doomsday prophets were all saying t","images":[{"img":"https://community-static.tradeup.com/news/e107bf693ce8f717f4af75e0d94e1b77","width":"1944","height":"1571"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193099711516784","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813197189,"gmtCreate":1630145576641,"gmtModify":1676530234673,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like it. Crypto stocks&nbsp;trending just like Ethereum &amp; Bitcoin","listText":"Like it. Crypto stocks&nbsp;trending just like Ethereum &amp; Bitcoin","text":"Like it. Crypto stocks trending just like Ethereum & Bitcoin","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/813197189","repostId":"1199074003","repostType":4,"repost":{"id":"1199074003","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630077382,"share":"https://ttm.financial/m/news/1199074003?lang=&edition=fundamental","pubTime":"2021-08-27 23:16","market":"us","language":"en","title":"Crypto stocks surged in morning trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1199074003","media":"Tiger Newspress","summary":"Crypto stocks surged in morning trading.Bit Digital,Marathon Digital,Riot Blockchain,SoS Ltd,Square,","content":"<p>Crypto stocks surged in morning trading.Bit Digital,Marathon Digital,Riot Blockchain,SoS Ltd,Square,Coinbase&nbsp;and&nbsp;Paypal&nbsp;climbed between 1% and 13%.</p>\n<p><img src=\"https://static.tigerbbs.com/67735af69f95f6a88ee67ae3737e58c0\" tg-width=\"364\" tg-height=\"715\" width=\"100%\" height=\"auto\"></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>Crypto stocks surged in morning trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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\">\nCrypto stocks surged in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-08-27 23:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Crypto stocks surged in morning trading.Bit Digital,Marathon Digital,Riot Blockchain,SoS Ltd,Square,Coinbase&nbsp;and&nbsp;Paypal&nbsp;climbed between 1% and 13%.</p>\n<p><img src=\"https://static.tigerbbs.com/67735af69f95f6a88ee67ae3737e58c0\" tg-width=\"364\" tg-height=\"715\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BTCM":"BIT Mining","EBON":"亿邦国际","BTBT":"Bit Digital, Inc.","MARA":"MARA Holdings","COIN":"Coinbase Global, Inc.","NCTY":"第九城市","SQ":"Block","CAN":"嘉楠科技","SOS":"SOS Limited","RIOT":"Riot Platforms"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199074003","content_text":"Crypto stocks surged in morning trading.Bit Digital,Marathon Digital,Riot Blockchain,SoS Ltd,Square,Coinbase and Paypal climbed between 1% and 13%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580536610076415","authorId":"3580536610076415","name":"BettyT","avatar":"https://static.tigerbbs.com/6a4dfe2f455acd2af7629f83ce30e20c","crmLevel":4,"crmLevelSwitch":0,"idStr":"3580536610076415","authorIdStr":"3580536610076415"},"content":"Absolutely right","text":"Absolutely right","html":"Absolutely right"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989298770,"gmtCreate":1666011267390,"gmtModify":1676537691476,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9989298770","repostId":"1193509583","repostType":4,"repost":{"id":"1193509583","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666008122,"share":"https://ttm.financial/m/news/1193509583?lang=&edition=fundamental","pubTime":"2022-10-17 20:02","market":"us","language":"en","title":"Pre-Bell｜Wall Street Futures Extended Gains; This Natural Gas Producer’s Shares Soared over 50%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193509583","media":"Tiger Newspress","summary":"U.S. stock index futures extended gains on Monday on better-than-expected results from Bank of America, with investors scanning the latest batch of earnings for impact of decades-high inflation and ri","content":"<html><head></head><body><p>U.S. stock index futures extended gains on Monday on better-than-expected results from Bank of America, with investors scanning the latest batch of earnings for impact of decades-high inflation and rising interest rates on corporate profit.</p><h2><b>Market Snapshot</b></h2><p>At 7:53 a.m. ET, Dow e-minis were up 291 points, or 0.98%, S&amp;P 500 e-minis were up 41.75 points, or 1.16%, and Nasdaq 100 e-minis were up 145.75 points, or 1.36%.</p><p><img src=\"https://static.tigerbbs.com/e0ed380d63fc41ae5de9fff7daee0675\" tg-width=\"427\" tg-height=\"189\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p>Continental Resources(CLR) –Chairman and founder Harold Hamm and his family will acquire the shares of the energy producer that they don’t already own for $74.28 per share. The deal is not contingent on any financing and is expected to close before the end of the year. Continental surged 8.6% in the premarket.</p><p>Bank of America(BAC) – Bank of America jumped 3.1% in premarket trading after beating top and bottom line estimates in its third-quarter earnings report. Results were boosted by an increase in net interest income.</p><p>Bank of NY Mellon(BK) – The bank’s stock rallied 4.4% in premarket action following better-than-expected third-quarter results. Net interest revenue surged 44% from a year ago during the quarter.</p><p>News Corp.(NWSA),Fox Corp.(FOXA) – News Corp. gained 3.5% in the premarket while Fox Corp. slid 4.1%. Rupert Murdoch’s media companies have both formed special committees to consider recombining the two media companies, which separated in 2013.</p><p>Apple(AAPL) – Apple added 1.4% in the premarket after Morgan Stanley named it a “top pick” for its ability to withstand an economic downturn.</p><p>Meta Platforms(META) – Meta is falling short of its goals for its flagship metaverse product “Horizon Worlds”, according to internal documents seen by the Wall Street Journal. The product has less than 200,000 monthly active users, compared with an initial goal of 500,000 by the end of this year and a revised year-end goal of 280,000. Meta rose 1.6% in the premarket.</p><p>Goldman Sachs(GS) – Goldman plans to combine its various businesses into three divisions in a significant reorganization, according to people familiar with the matter who spoke to the Wall Street Journal. One unit will house investment banking and trading, with asset and wealth management in another and transaction banking in a third division. Goldman added 1% in premarket trading.</p><p>Splunk(SPLK) – Splunk surged 9.1% in the premarket following a Wall Street Journal report that activist investor Starboard Value has just under a 5% stake in the software company.</p><p>Archaea Energy(LFG) – The natural gas producer’s shares soared 51.1% in premarket trading after agreeing to be acquired byBP(BP) for $26 per share. BP rose 2.2%.</p><p>Credit Suisse(CS) – Credit Suisse rallied 3.2% in premarket action after the Financial Times reported that the company is prepared to sell parts of its Swiss domestic bank to raise capital.</p><h2><b>Market News</b></h2><p><b>Archaea Energy Stock Soars 53% Premarket on News of Takeover By BP in $4.1 Billion All-Cash Deal</b></p><p>Archaea Energy Inc.  said Monday it has entered an agreement to be acquired by <a href=\"https://laohu8.com/S/BP..UK\">BP PLC</a>  for about $4.1 billion in cash including about $800 million of debt.</p><p>The cash consideration of about $26 per Archaea share is equal to a 38% premium over the stock&#39;s volume weighted average share price for the 30 days through Oct. 14.</p><p><b>Bank of America Tops Estimates on Better-Than-Expected Bond Trading, Higher Interest Rates</b></p><p>Bank of Americasaid Monday that profit and revenue topped expectations on better-than-expected fixed-income trading and gains in interest income, thanks to choppy markets and rising rates.</p><p>Bank of America said third-quarter profit fell 8% to $7.1 billion, or 81 cents a share, as the company booked a $738 million provision for credit losses in the quarter. Revenue net of interest expense jumped to $24.61 billion.</p><p><b>Goldman Shakes Up Leadership Ranks in Yet Another Overhaul</b></p><p>Goldman Sachs Group Inc’s David Solomon is embarking on his third major reorganization in just four years as chief executive officer, undoing some of the signature moves he made as recently as 2020.</p><p>The Wall Street giant plans to once again combine its expanded asset management and private wealth businesses into one unit run by Marc Nachmann, according to people familiar with the matter. Goldman will also fuse its investment-banking and trading operations under one group run by Dan Dees, Jim Esposito and Ashok Varadhan. The money-losing consumer unit will be broken up.</p><p><b>Berkshire’s Market Value Nears Tesla’s After Topping Meta, Nvidia This Year</b></p><p>With the sharp drop in shares of Tesla this year, the market value of Berkshire Hathaway (ticker BRK/A, BRK/B) is approaching that of the leader in electric vehicles.</p><p>Berkshire, led by longtime CEO Warren Buffett, is demonstrating its defensive attributes in a bear market with its class A share down about 8% this year to $415,000—against a nearly 25% decline in the S&amp;P 500 index.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜Wall Street Futures Extended Gains; This Natural Gas Producer’s Shares Soared over 50%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜Wall Street Futures Extended Gains; This Natural Gas Producer’s Shares Soared over 50%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-17 20:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures extended gains on Monday on better-than-expected results from Bank of America, with investors scanning the latest batch of earnings for impact of decades-high inflation and rising interest rates on corporate profit.</p><h2><b>Market Snapshot</b></h2><p>At 7:53 a.m. ET, Dow e-minis were up 291 points, or 0.98%, S&amp;P 500 e-minis were up 41.75 points, or 1.16%, and Nasdaq 100 e-minis were up 145.75 points, or 1.36%.</p><p><img src=\"https://static.tigerbbs.com/e0ed380d63fc41ae5de9fff7daee0675\" tg-width=\"427\" tg-height=\"189\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p>Continental Resources(CLR) –Chairman and founder Harold Hamm and his family will acquire the shares of the energy producer that they don’t already own for $74.28 per share. The deal is not contingent on any financing and is expected to close before the end of the year. Continental surged 8.6% in the premarket.</p><p>Bank of America(BAC) – Bank of America jumped 3.1% in premarket trading after beating top and bottom line estimates in its third-quarter earnings report. Results were boosted by an increase in net interest income.</p><p>Bank of NY Mellon(BK) – The bank’s stock rallied 4.4% in premarket action following better-than-expected third-quarter results. Net interest revenue surged 44% from a year ago during the quarter.</p><p>News Corp.(NWSA),Fox Corp.(FOXA) – News Corp. gained 3.5% in the premarket while Fox Corp. slid 4.1%. Rupert Murdoch’s media companies have both formed special committees to consider recombining the two media companies, which separated in 2013.</p><p>Apple(AAPL) – Apple added 1.4% in the premarket after Morgan Stanley named it a “top pick” for its ability to withstand an economic downturn.</p><p>Meta Platforms(META) – Meta is falling short of its goals for its flagship metaverse product “Horizon Worlds”, according to internal documents seen by the Wall Street Journal. The product has less than 200,000 monthly active users, compared with an initial goal of 500,000 by the end of this year and a revised year-end goal of 280,000. Meta rose 1.6% in the premarket.</p><p>Goldman Sachs(GS) – Goldman plans to combine its various businesses into three divisions in a significant reorganization, according to people familiar with the matter who spoke to the Wall Street Journal. One unit will house investment banking and trading, with asset and wealth management in another and transaction banking in a third division. Goldman added 1% in premarket trading.</p><p>Splunk(SPLK) – Splunk surged 9.1% in the premarket following a Wall Street Journal report that activist investor Starboard Value has just under a 5% stake in the software company.</p><p>Archaea Energy(LFG) – The natural gas producer’s shares soared 51.1% in premarket trading after agreeing to be acquired byBP(BP) for $26 per share. BP rose 2.2%.</p><p>Credit Suisse(CS) – Credit Suisse rallied 3.2% in premarket action after the Financial Times reported that the company is prepared to sell parts of its Swiss domestic bank to raise capital.</p><h2><b>Market News</b></h2><p><b>Archaea Energy Stock Soars 53% Premarket on News of Takeover By BP in $4.1 Billion All-Cash Deal</b></p><p>Archaea Energy Inc.  said Monday it has entered an agreement to be acquired by <a href=\"https://laohu8.com/S/BP..UK\">BP PLC</a>  for about $4.1 billion in cash including about $800 million of debt.</p><p>The cash consideration of about $26 per Archaea share is equal to a 38% premium over the stock&#39;s volume weighted average share price for the 30 days through Oct. 14.</p><p><b>Bank of America Tops Estimates on Better-Than-Expected Bond Trading, Higher Interest Rates</b></p><p>Bank of Americasaid Monday that profit and revenue topped expectations on better-than-expected fixed-income trading and gains in interest income, thanks to choppy markets and rising rates.</p><p>Bank of America said third-quarter profit fell 8% to $7.1 billion, or 81 cents a share, as the company booked a $738 million provision for credit losses in the quarter. Revenue net of interest expense jumped to $24.61 billion.</p><p><b>Goldman Shakes Up Leadership Ranks in Yet Another Overhaul</b></p><p>Goldman Sachs Group Inc’s David Solomon is embarking on his third major reorganization in just four years as chief executive officer, undoing some of the signature moves he made as recently as 2020.</p><p>The Wall Street giant plans to once again combine its expanded asset management and private wealth businesses into one unit run by Marc Nachmann, according to people familiar with the matter. Goldman will also fuse its investment-banking and trading operations under one group run by Dan Dees, Jim Esposito and Ashok Varadhan. The money-losing consumer unit will be broken up.</p><p><b>Berkshire’s Market Value Nears Tesla’s After Topping Meta, Nvidia This Year</b></p><p>With the sharp drop in shares of Tesla this year, the market value of Berkshire Hathaway (ticker BRK/A, BRK/B) is approaching that of the leader in electric vehicles.</p><p>Berkshire, led by longtime CEO Warren Buffett, is demonstrating its defensive attributes in a bear market with its class A share down about 8% this year to $415,000—against a nearly 25% decline in the S&amp;P 500 index.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193509583","content_text":"U.S. stock index futures extended gains on Monday on better-than-expected results from Bank of America, with investors scanning the latest batch of earnings for impact of decades-high inflation and rising interest rates on corporate profit.Market SnapshotAt 7:53 a.m. ET, Dow e-minis were up 291 points, or 0.98%, S&P 500 e-minis were up 41.75 points, or 1.16%, and Nasdaq 100 e-minis were up 145.75 points, or 1.36%.Pre-Market MoversContinental Resources(CLR) –Chairman and founder Harold Hamm and his family will acquire the shares of the energy producer that they don’t already own for $74.28 per share. The deal is not contingent on any financing and is expected to close before the end of the year. Continental surged 8.6% in the premarket.Bank of America(BAC) – Bank of America jumped 3.1% in premarket trading after beating top and bottom line estimates in its third-quarter earnings report. Results were boosted by an increase in net interest income.Bank of NY Mellon(BK) – The bank’s stock rallied 4.4% in premarket action following better-than-expected third-quarter results. Net interest revenue surged 44% from a year ago during the quarter.News Corp.(NWSA),Fox Corp.(FOXA) – News Corp. gained 3.5% in the premarket while Fox Corp. slid 4.1%. Rupert Murdoch’s media companies have both formed special committees to consider recombining the two media companies, which separated in 2013.Apple(AAPL) – Apple added 1.4% in the premarket after Morgan Stanley named it a “top pick” for its ability to withstand an economic downturn.Meta Platforms(META) – Meta is falling short of its goals for its flagship metaverse product “Horizon Worlds”, according to internal documents seen by the Wall Street Journal. The product has less than 200,000 monthly active users, compared with an initial goal of 500,000 by the end of this year and a revised year-end goal of 280,000. Meta rose 1.6% in the premarket.Goldman Sachs(GS) – Goldman plans to combine its various businesses into three divisions in a significant reorganization, according to people familiar with the matter who spoke to the Wall Street Journal. One unit will house investment banking and trading, with asset and wealth management in another and transaction banking in a third division. Goldman added 1% in premarket trading.Splunk(SPLK) – Splunk surged 9.1% in the premarket following a Wall Street Journal report that activist investor Starboard Value has just under a 5% stake in the software company.Archaea Energy(LFG) – The natural gas producer’s shares soared 51.1% in premarket trading after agreeing to be acquired byBP(BP) for $26 per share. BP rose 2.2%.Credit Suisse(CS) – Credit Suisse rallied 3.2% in premarket action after the Financial Times reported that the company is prepared to sell parts of its Swiss domestic bank to raise capital.Market NewsArchaea Energy Stock Soars 53% Premarket on News of Takeover By BP in $4.1 Billion All-Cash DealArchaea Energy Inc.  said Monday it has entered an agreement to be acquired by BP PLC  for about $4.1 billion in cash including about $800 million of debt.The cash consideration of about $26 per Archaea share is equal to a 38% premium over the stock's volume weighted average share price for the 30 days through Oct. 14.Bank of America Tops Estimates on Better-Than-Expected Bond Trading, Higher Interest RatesBank of Americasaid Monday that profit and revenue topped expectations on better-than-expected fixed-income trading and gains in interest income, thanks to choppy markets and rising rates.Bank of America said third-quarter profit fell 8% to $7.1 billion, or 81 cents a share, as the company booked a $738 million provision for credit losses in the quarter. Revenue net of interest expense jumped to $24.61 billion.Goldman Shakes Up Leadership Ranks in Yet Another OverhaulGoldman Sachs Group Inc’s David Solomon is embarking on his third major reorganization in just four years as chief executive officer, undoing some of the signature moves he made as recently as 2020.The Wall Street giant plans to once again combine its expanded asset management and private wealth businesses into one unit run by Marc Nachmann, according to people familiar with the matter. Goldman will also fuse its investment-banking and trading operations under one group run by Dan Dees, Jim Esposito and Ashok Varadhan. The money-losing consumer unit will be broken up.Berkshire’s Market Value Nears Tesla’s After Topping Meta, Nvidia This YearWith the sharp drop in shares of Tesla this year, the market value of Berkshire Hathaway (ticker BRK/A, BRK/B) is approaching that of the leader in electric vehicles.Berkshire, led by longtime CEO Warren Buffett, is demonstrating its defensive attributes in a bear market with its class A share down about 8% this year to $415,000—against a nearly 25% decline in the S&P 500 index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916121228,"gmtCreate":1664539819465,"gmtModify":1676537474002,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9916121228","repostId":"2270894817","repostType":4,"repost":{"id":"2270894817","kind":"highlight","pubTimestamp":1664549960,"share":"https://ttm.financial/m/news/2270894817?lang=&edition=fundamental","pubTime":"2022-09-30 22:59","market":"us","language":"en","title":"Want to Get Richer? 2 Top Stocks to Buy Now and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2270894817","media":"Motley Fool","summary":"It's not too late to invest in these well-established market beaters.","content":"<html><head></head><body><p>Few growth stocks have escaped the recent market downturn. And with the Federal Reserve increasing interest rates, growth-oriented companies may face a difficult road ahead. Higher rates make it costlier to borrow money, contributing to lower potential future earnings for corporations and affecting the performance of equities, especially those considered less safe.</p><p>Thankfully, that&#39;s not a death sentence for all growth stocks. Those that have been leaders in their respective fields for a while, possess a strong moat, and still have solid opportunities to exploit will be just fine. Here are two companies that fit this description: <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and <a href=\"https://laohu8.com/S/V\">Visa</a>. These stocks are worth holding forever.</p><p><img src=\"https://static.tigerbbs.com/16e3b98acbbc8009f33eac8f7b520ea7\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>MSFT data by YCharts</p><h2>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Microsoft squarely features on the list of companies whose services people use every day. It remains the leader in the market for computer operating systems (OS) by a wide margin, with a roughly 76% share of the desktop OS space as of June. Of course, Microsoft&#39;s business is much larger than that. The company is also present in gaming, and it offers various cloud-based services.</p><p>While it doesn&#39;t enjoy the kind of dominance in these two other segments that it does in computer OS, it is one of the leaders within these markets. Still, Microsoft&#39;s robust business hasn&#39;t allowed it to escape the recent sell-off.</p><p>On the one hand, revenue growth slowed compared to last year. In its latest quarter, the fourth of its fiscal year 2022, ending on June 30, the company&#39;s revenue increased by 12% year over year to $51.9 billion. But Microsoft&#39;s current top-line growth rates aren&#39;t that abnormal by the standards it has set over the past decade.</p><p><img src=\"https://static.tigerbbs.com/a81de9c3ec29b00e8c7393d1527c1faf\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>MSFT Revenue (Quarterly YoY Growth) data by YCharts</p><p>The company&#39;s quarterly earnings per share (EPS) increased by 3% year over year to $2.23. Further, the tech giant remains a cash-generating machine -- with a current free cash flow of $65.2 billion. Overall, Microsoft&#39;s financial results haven&#39;t been that bad, despite what its stock market performance this year would suggest.</p><p>The company is poised to bounce back thanks to its strong competitive edge and, of course, its booming cloud business. Microsoft is one of the most recognizable and valuable brands on the planet. Customers gravitate toward companies they know and trust, and Microsoft fits the bill.</p><p>That grants the company a solid advantage as it will allow it to continue attracting customers thanks to its brand name. That&#39;s before we mention Microsoft&#39;s high switching costs. Businesses depend on the company&#39;s various productivity tools and cloud-based services that enable them to run their day-to-day operations as smoothly as possible, making Microsoft&#39;s services an essential part of their success.</p><p>The company&#39;s cloud unit, Microsoft Azure, is the second largest around. In its latest quarter, Azure&#39;s revenue grew by a much more impressive 40% year over year. The cloud industry is on a long and rapid growth path. With the cash it generates, Microsoft can continue investing in this business unit in which it will almost certainly remain a leader.</p><p>That, combined with its other units and moat, makes Microsoft a solid tech stock to buy and forget.</p><h2>2. <a href=\"https://laohu8.com/S/V\">Visa</a></h2><p>Visa makes money everytime anyone uses a card that bears its logo, which is many times a day. The company helps facilitate credit card transactions, a business model that has worked wonders. Visa is so successful that the number of meaningful direct competitors it has can be counted on one hand.</p><p>Since Visa&#39;s business largely depends on people spending money, the company is sensitive to macroeconomic (and other) headwinds that may cause a decrease in consumer activity. Perhaps that&#39;s why Visa stock is down this year, although the company has outperformed the broader market.</p><p>Of note, Visa is performing well despite the economy it faces. During the third quarter of its fiscal year 2022, ending June 30, the company&#39;s revenue jumped by 19% year over year to $7.3 billion. EPS jumped by 36% year over year to $1.60. Visa currently has $16.1 billion in free cash flow.</p><p>While it sometimes seems as though cash and checks have disappeared and credit and debit cards have entirely taken over, that isn&#39;t quite the case yet. According to management, Visa is targeting an $18 trillion opportunity to replace cash and check transactions, which, assuming global cash consumption expands at a compound annual growth rate of 1% annually, wouldn&#39;t happen for decades.</p><p>As far as its competitive advantage is concerned, Visa benefits from the network effect -- the value of its service grows as more people use it. The more businesses are plugged into its network, the more it is attractive to consumers, and vice-versa. Visa could be subject to legal problems, as some lawmakers have proposed legislation that could disrupt the duopoly it shares with <b>Mastercard</b>.</p><p>That is something investors should keep in mind, but even with this caveat, Visa looks like a solid long-term winner.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Want to Get Richer? 2 Top Stocks to Buy Now and Hold Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWant to Get Richer? 2 Top Stocks to Buy Now and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 22:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/28/want-to-get-richer-2-top-stocks-to-buy-now-and-hol/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Few growth stocks have escaped the recent market downturn. And with the Federal Reserve increasing interest rates, growth-oriented companies may face a difficult road ahead. Higher rates make it ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/28/want-to-get-richer-2-top-stocks-to-buy-now-and-hol/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","V":"Visa"},"source_url":"https://www.fool.com/investing/2022/09/28/want-to-get-richer-2-top-stocks-to-buy-now-and-hol/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270894817","content_text":"Few growth stocks have escaped the recent market downturn. And with the Federal Reserve increasing interest rates, growth-oriented companies may face a difficult road ahead. Higher rates make it costlier to borrow money, contributing to lower potential future earnings for corporations and affecting the performance of equities, especially those considered less safe.Thankfully, that's not a death sentence for all growth stocks. Those that have been leaders in their respective fields for a while, possess a strong moat, and still have solid opportunities to exploit will be just fine. Here are two companies that fit this description: Microsoft and Visa. These stocks are worth holding forever.MSFT data by YCharts1. MicrosoftMicrosoft squarely features on the list of companies whose services people use every day. It remains the leader in the market for computer operating systems (OS) by a wide margin, with a roughly 76% share of the desktop OS space as of June. Of course, Microsoft's business is much larger than that. The company is also present in gaming, and it offers various cloud-based services.While it doesn't enjoy the kind of dominance in these two other segments that it does in computer OS, it is one of the leaders within these markets. Still, Microsoft's robust business hasn't allowed it to escape the recent sell-off.On the one hand, revenue growth slowed compared to last year. In its latest quarter, the fourth of its fiscal year 2022, ending on June 30, the company's revenue increased by 12% year over year to $51.9 billion. But Microsoft's current top-line growth rates aren't that abnormal by the standards it has set over the past decade.MSFT Revenue (Quarterly YoY Growth) data by YChartsThe company's quarterly earnings per share (EPS) increased by 3% year over year to $2.23. Further, the tech giant remains a cash-generating machine -- with a current free cash flow of $65.2 billion. Overall, Microsoft's financial results haven't been that bad, despite what its stock market performance this year would suggest.The company is poised to bounce back thanks to its strong competitive edge and, of course, its booming cloud business. Microsoft is one of the most recognizable and valuable brands on the planet. Customers gravitate toward companies they know and trust, and Microsoft fits the bill.That grants the company a solid advantage as it will allow it to continue attracting customers thanks to its brand name. That's before we mention Microsoft's high switching costs. Businesses depend on the company's various productivity tools and cloud-based services that enable them to run their day-to-day operations as smoothly as possible, making Microsoft's services an essential part of their success.The company's cloud unit, Microsoft Azure, is the second largest around. In its latest quarter, Azure's revenue grew by a much more impressive 40% year over year. The cloud industry is on a long and rapid growth path. With the cash it generates, Microsoft can continue investing in this business unit in which it will almost certainly remain a leader.That, combined with its other units and moat, makes Microsoft a solid tech stock to buy and forget.2. VisaVisa makes money everytime anyone uses a card that bears its logo, which is many times a day. The company helps facilitate credit card transactions, a business model that has worked wonders. Visa is so successful that the number of meaningful direct competitors it has can be counted on one hand.Since Visa's business largely depends on people spending money, the company is sensitive to macroeconomic (and other) headwinds that may cause a decrease in consumer activity. Perhaps that's why Visa stock is down this year, although the company has outperformed the broader market.Of note, Visa is performing well despite the economy it faces. During the third quarter of its fiscal year 2022, ending June 30, the company's revenue jumped by 19% year over year to $7.3 billion. EPS jumped by 36% year over year to $1.60. Visa currently has $16.1 billion in free cash flow.While it sometimes seems as though cash and checks have disappeared and credit and debit cards have entirely taken over, that isn't quite the case yet. According to management, Visa is targeting an $18 trillion opportunity to replace cash and check transactions, which, assuming global cash consumption expands at a compound annual growth rate of 1% annually, wouldn't happen for decades.As far as its competitive advantage is concerned, Visa benefits from the network effect -- the value of its service grows as more people use it. The more businesses are plugged into its network, the more it is attractive to consumers, and vice-versa. Visa could be subject to legal problems, as some lawmakers have proposed legislation that could disrupt the duopoly it shares with Mastercard.That is something investors should keep in mind, but even with this caveat, Visa looks like a solid long-term winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015488177,"gmtCreate":1649545052560,"gmtModify":1676534526095,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Interesting:&nbsp;TTD and Align?","listText":"Interesting:&nbsp;TTD and Align?","text":"Interesting: TTD and Align?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015488177","repostId":"2225524274","repostType":4,"repost":{"id":"2225524274","kind":"highlight","pubTimestamp":1649462464,"share":"https://ttm.financial/m/news/2225524274?lang=&edition=fundamental","pubTime":"2022-04-09 08:01","market":"us","language":"en","title":"Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2225524274","media":"Motley Fool","summary":"The math adds up if these companies can keep performing.","content":"<html><head></head><body><p>Who wants to be a millionaire? With the possible exception of billionaires, just about everyone does. The idea spawned a British (and then an American) quiz show. On television, it can happen overnight.</p><p>In investing, becoming a millionaire takes time. Buying shares of high-performing companies can, over time, produce life-changing gains. <b>The</b> <b>Trade</b> <b>Desk</b>, <b>Paycom Software</b>, and <b>Align</b> <b>Technology</b> are three that I believe have that potential.</p><p>Let&#39;s look at their earnings, growth rates, and valuations to see how they could transform a $100,000 portfolio into a seven-figure retirement nest egg over the next decade.</p><h2>1. The Trade Desk</h2><p>There is an old saying in the advertising business that half of ad spending is wasted, but nobody knows which half. The Trade Desk is eliminating that waste with its data-driven self-service platform. Its customers manage their ad spending on more than 500 billion digital opportunities per day. The goal is to help customers make the most intelligent ad-buying decisions and provide them with an abundance of performance feedback. In today&#39;s digital economy, it&#39;s invaluable.</p><p>And business is growing like a weed. Earnings per share (EPS) are expected to climb more than 23% next year. That&#39;s a reasonable rate to use in our calculation. The company has grown revenue 375% over the past five years. Also, gross spend on Trade Desk&#39;s platform climbed 47% last year to $6.2 billion. And management pegs the global ad-spend opportunity at $750 billion, with about $50 billion in display advertising. That offers plenty of room to grow for years.</p><p><img src=\"https://static.tigerbbs.com/3105e52ee3274f0a262bd444d428b18f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TTD revenue (TTM). Data by YCharts. TTM = trailing 12 months.</p><p>Wall Street sees the potential. The Trade Desk&#39;s price-to-earnings (P/E) ratio has varied between 40 and 120 over the past few years. We&#39;ll use 50 for our calculations.</p><p>Doing the math on an initial investment of $33,333.33 (a third of the $100,000) leads to a stake in The Trade Desk worth almost $190,000 in 2032. That relies on bold assumptions. But they are well within what the company has delivered so far.</p><h2>2. Paycom</h2><p>Paycom offers businesses a platform to manage employee payroll, time and attendance, and benefits administration, among other things. Its product was built for the cloud. That&#39;s different from many traditional human capital management (HCM) vendors that have pieced together acquired software over the years.</p><p>Customers can clearly tell the difference. Paycom topped $1 billion in revenue last year for the first time, a 26% increase over 2020. Most importantly, that revenue is recurring and sticky. Revenue retention was 94% in 2021. Customers stick around once they start using the platform.</p><p>Before the pandemic, Paycom&#39;s top line was expanding between 30% and 45% each year. We&#39;ll use last year&#39;s 26% for our calculation and apply a multiple of 60 times earnings. That seems high. But shares have stayed within a range of 50 to 100 times earnings over the years.</p><p>For Paycom, that <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of the $100,000 hypothetically invested in 2022 turns into more than $350,000 a decade from now. That would make it a 10-bagger. While it might seem unlikely, if the market continues to reward predictable revenue, and Paycom continues to grow, it&#39;s possible. After all, its $1.1 billion in 2021 revenue is a drop in the bucket of an HCM market that is predicted to reach $47 billion by 2029.</p><h2>3. Align Technology</h2><p>The company best known for its Invisalign clear teeth-straightening system is actually a vertically integrated combination of several businesses. They all help people get straighter teeth faster, and orthodontists and dentists see more clients every year. It also provides scanners and software -- two acquisitions -- that help practitioners develop and communicate a plan for patients.</p><p>The growth opportunity is tremendous. Management estimates 500 million potential customers in the world with 21 million orthodontic starts each year -- two-thirds of them teens. For context, it shipped 2.55 million aligners last year.</p><p>Align is the crown jewel in our attempt to grow a million-dollar portfolio. The $33,333.33 invested in it could grow over the next 10 years into $461,000. That&#39;s assuming the $12.50 analysts expect this year grows at the midpoint of management&#39;s long-term guidance of 20% to 30% a year. Similar to the other two stocks, Align typically trades at a premium. We&#39;ll use 50 times earnings, slightly above the bottom of the 40 to 100 historical P/E range. It&#39;s an amazing potential return when running the numbers.</p><h2>&#34;It&#39;s tough to make predictions, especially about the future&#34;</h2><p>That quote from Yankees legend Yogi Berra underscores a key point in the analysis above. No one knows what the world is going to look like in 10 years. Investors with a long-term mindset need to block out the noise without being irresponsible.</p><p>The Trade Desk, Paycom, and Align have all grown rapidly while turning a profit. I expect that to continue. If the assumptions hold, a $100,000 investment will be worth $1 million in 10 short years.</p><p><img src=\"https://static.tigerbbs.com/0b4adf9eeb7896d353fe014f3f351429\" tg-width=\"700\" tg-height=\"302\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Calculations and chart by author.</p><p>It&#39;s an interesting exercise that relies on the past as a guide. If the performance changes, so can the outcome. That&#39;s why it&#39;s best to build a diversified portfolio of a lot more than three stocks.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Want $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWant $1 Million in Retirement? Invest $100,000 in These 3 Stocks and Wait a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 08:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/08/want-1-million-in-retirement-invest-100000-in-thes/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who wants to be a millionaire? With the possible exception of billionaires, just about everyone does. The idea spawned a British (and then an American) quiz show. On television, it can happen ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/08/want-1-million-in-retirement-invest-100000-in-thes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HCM":"和黄医药","BK4531":"中概回港概念","BK4523":"印度概念","TTM":"塔塔汽车","BK4007":"制药","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2022/04/08/want-1-million-in-retirement-invest-100000-in-thes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225524274","content_text":"Who wants to be a millionaire? With the possible exception of billionaires, just about everyone does. The idea spawned a British (and then an American) quiz show. On television, it can happen overnight.In investing, becoming a millionaire takes time. Buying shares of high-performing companies can, over time, produce life-changing gains. The Trade Desk, Paycom Software, and Align Technology are three that I believe have that potential.Let's look at their earnings, growth rates, and valuations to see how they could transform a $100,000 portfolio into a seven-figure retirement nest egg over the next decade.1. The Trade DeskThere is an old saying in the advertising business that half of ad spending is wasted, but nobody knows which half. The Trade Desk is eliminating that waste with its data-driven self-service platform. Its customers manage their ad spending on more than 500 billion digital opportunities per day. The goal is to help customers make the most intelligent ad-buying decisions and provide them with an abundance of performance feedback. In today's digital economy, it's invaluable.And business is growing like a weed. Earnings per share (EPS) are expected to climb more than 23% next year. That's a reasonable rate to use in our calculation. The company has grown revenue 375% over the past five years. Also, gross spend on Trade Desk's platform climbed 47% last year to $6.2 billion. And management pegs the global ad-spend opportunity at $750 billion, with about $50 billion in display advertising. That offers plenty of room to grow for years.TTD revenue (TTM). Data by YCharts. TTM = trailing 12 months.Wall Street sees the potential. The Trade Desk's price-to-earnings (P/E) ratio has varied between 40 and 120 over the past few years. We'll use 50 for our calculations.Doing the math on an initial investment of $33,333.33 (a third of the $100,000) leads to a stake in The Trade Desk worth almost $190,000 in 2032. That relies on bold assumptions. But they are well within what the company has delivered so far.2. PaycomPaycom offers businesses a platform to manage employee payroll, time and attendance, and benefits administration, among other things. Its product was built for the cloud. That's different from many traditional human capital management (HCM) vendors that have pieced together acquired software over the years.Customers can clearly tell the difference. Paycom topped $1 billion in revenue last year for the first time, a 26% increase over 2020. Most importantly, that revenue is recurring and sticky. Revenue retention was 94% in 2021. Customers stick around once they start using the platform.Before the pandemic, Paycom's top line was expanding between 30% and 45% each year. We'll use last year's 26% for our calculation and apply a multiple of 60 times earnings. That seems high. But shares have stayed within a range of 50 to 100 times earnings over the years.For Paycom, that one-third of the $100,000 hypothetically invested in 2022 turns into more than $350,000 a decade from now. That would make it a 10-bagger. While it might seem unlikely, if the market continues to reward predictable revenue, and Paycom continues to grow, it's possible. After all, its $1.1 billion in 2021 revenue is a drop in the bucket of an HCM market that is predicted to reach $47 billion by 2029.3. Align TechnologyThe company best known for its Invisalign clear teeth-straightening system is actually a vertically integrated combination of several businesses. They all help people get straighter teeth faster, and orthodontists and dentists see more clients every year. It also provides scanners and software -- two acquisitions -- that help practitioners develop and communicate a plan for patients.The growth opportunity is tremendous. Management estimates 500 million potential customers in the world with 21 million orthodontic starts each year -- two-thirds of them teens. For context, it shipped 2.55 million aligners last year.Align is the crown jewel in our attempt to grow a million-dollar portfolio. The $33,333.33 invested in it could grow over the next 10 years into $461,000. That's assuming the $12.50 analysts expect this year grows at the midpoint of management's long-term guidance of 20% to 30% a year. Similar to the other two stocks, Align typically trades at a premium. We'll use 50 times earnings, slightly above the bottom of the 40 to 100 historical P/E range. It's an amazing potential return when running the numbers.\"It's tough to make predictions, especially about the future\"That quote from Yankees legend Yogi Berra underscores a key point in the analysis above. No one knows what the world is going to look like in 10 years. Investors with a long-term mindset need to block out the noise without being irresponsible.The Trade Desk, Paycom, and Align have all grown rapidly while turning a profit. I expect that to continue. If the assumptions hold, a $100,000 investment will be worth $1 million in 10 short years.Calculations and chart by author.It's an interesting exercise that relies on the past as a guide. If the performance changes, so can the outcome. That's why it's best to build a diversified portfolio of a lot more than three stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093988201,"gmtCreate":1643501014083,"gmtModify":1676533825484,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093988201","repostId":"2207877131","repostType":4,"repost":{"id":"2207877131","kind":"news","pubTimestamp":1643416687,"share":"https://ttm.financial/m/news/2207877131?lang=&edition=fundamental","pubTime":"2022-01-29 08:38","market":"us","language":"en","title":"Visa's Q1 Earnings Beat on Solid Transaction Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2207877131","media":"Zacks","summary":"Visa Inc. reported first-quarter fiscal 2022 earnings of $1.81 per share, which outpaced consensus e","content":"<html><head></head><body><p><b><a href=\"https://laohu8.com/S/V\">Visa</a> Inc. </b>reported first-quarter fiscal 2022 earnings of $1.81 per share, which outpaced consensus estimate of $1.69. The bottom line also increased 27% year over year.</p><p>Net revenues rose 24% year over year to $7,059 million for the quarter under review. The top line also beat the consensus mark of $6,769.</p><p>The strong first-quarter fiscal 2022 results were aided by solid growth in payments volume, processed transactions and cross-border volume. Increasing consumer spending, with growth in eCommerce and travel, aided the results.</p><p>The company expects the momentum to continue in the days ahead, backed by recovery in the economies around the world and increasing cross-border traveling despite the current rise in coronavirus cases.</p><p><a href=\"https://laohu8.com/S/V\">Visa</a> stock surged over 10% on better-than-expected Q1 earnings.</p><p><img src=\"https://static.tigerbbs.com/e8a1f998a79396615120e1d85a086b14\" tg-width=\"874\" tg-height=\"633\" referrerpolicy=\"no-referrer\"/>Operational Performance</p><p>Payments volume of Visa climbed 20% year over year to $2,966 billion for first-quarter fiscal 2022. The company’s processed transactions grew 21% year over year to 47.6 billion, courtesy of domestic and international transactions.</p><p>Total cross-border volume improved 40% year over year for the quarter. Its cross-border volume excluding transactions within Europe rose 51% year over year. Increase in cross-border volume usually bolsters the company’s international transaction revenues.</p><p>Service revenues surged 19% year over year to $3,193 million, driven by improved payments volume recorded in the prior quarter. While data processing revenues climbed 19% from the prior-year quarter to $3,614 million, international transaction revenues of $2,174 million soared 50% year over year. Other revenues grew 17% year over year to $449 million.</p><p>Client incentives increased 28% year over year to $2,371 million for the quarter under review. Operating expenses of $2,115 million escalated 16% year over year due to a rise in marketing, personnel and professional fees. Interest expense marginally declined to $134 million for the quarter.</p><h3>Cash Flow</h3><p>Operating cash flow for the quarter under review was $4,232 million, up from $3,513 million a year ago. Free cash flow was recorded at $4,059 million in the quarter.</p><h3>Balance Sheet (as of Dec 31, 2021)</h3><p>Visa exited the quarter with cash and cash equivalents of $14,720 million, which decreased sequentially from $16,487 million. Total assets were $81,929 million, sequentially down from $82,896 million.</p><p>Long-term debt decreased to $17,673 million from $19,978 million in the prior quarter. Current maturities of debt totaled $3,247 million on Dec 31, 2021.</p><h3>Boosting Shareholder Value</h3><p>In the quarter under review, the company returned $4.9 billion to shareholders through dividends and repurchases. As of Dec 31, 2021, V had $12.6 billion remaining under its share buyback program.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Visa's Q1 Earnings Beat on Solid Transaction Growth</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\">\nVisa's Q1 Earnings Beat on Solid Transaction Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 08:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/visas-v-q1-earnings-beat-173205759.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Visa Inc. reported first-quarter fiscal 2022 earnings of $1.81 per share, which outpaced consensus estimate of $1.69. The bottom line also increased 27% year over year.Net revenues rose 24% year over ...</p>\n\n<a href=\"https://finance.yahoo.com/news/visas-v-q1-earnings-beat-173205759.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa"},"source_url":"https://finance.yahoo.com/news/visas-v-q1-earnings-beat-173205759.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2207877131","content_text":"Visa Inc. reported first-quarter fiscal 2022 earnings of $1.81 per share, which outpaced consensus estimate of $1.69. The bottom line also increased 27% year over year.Net revenues rose 24% year over year to $7,059 million for the quarter under review. The top line also beat the consensus mark of $6,769.The strong first-quarter fiscal 2022 results were aided by solid growth in payments volume, processed transactions and cross-border volume. Increasing consumer spending, with growth in eCommerce and travel, aided the results.The company expects the momentum to continue in the days ahead, backed by recovery in the economies around the world and increasing cross-border traveling despite the current rise in coronavirus cases.Visa stock surged over 10% on better-than-expected Q1 earnings.Operational PerformancePayments volume of Visa climbed 20% year over year to $2,966 billion for first-quarter fiscal 2022. The company’s processed transactions grew 21% year over year to 47.6 billion, courtesy of domestic and international transactions.Total cross-border volume improved 40% year over year for the quarter. Its cross-border volume excluding transactions within Europe rose 51% year over year. Increase in cross-border volume usually bolsters the company’s international transaction revenues.Service revenues surged 19% year over year to $3,193 million, driven by improved payments volume recorded in the prior quarter. While data processing revenues climbed 19% from the prior-year quarter to $3,614 million, international transaction revenues of $2,174 million soared 50% year over year. Other revenues grew 17% year over year to $449 million.Client incentives increased 28% year over year to $2,371 million for the quarter under review. Operating expenses of $2,115 million escalated 16% year over year due to a rise in marketing, personnel and professional fees. Interest expense marginally declined to $134 million for the quarter.Cash FlowOperating cash flow for the quarter under review was $4,232 million, up from $3,513 million a year ago. Free cash flow was recorded at $4,059 million in the quarter.Balance Sheet (as of Dec 31, 2021)Visa exited the quarter with cash and cash equivalents of $14,720 million, which decreased sequentially from $16,487 million. Total assets were $81,929 million, sequentially down from $82,896 million.Long-term debt decreased to $17,673 million from $19,978 million in the prior quarter. Current maturities of debt totaled $3,247 million on Dec 31, 2021.Boosting Shareholder ValueIn the quarter under review, the company returned $4.9 billion to shareholders through dividends and repurchases. As of Dec 31, 2021, V had $12.6 billion remaining under its share buyback program.","news_type":1},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837413175,"gmtCreate":1629904643597,"gmtModify":1676530169087,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"AMD is a good stock; it is in my watchlist.","listText":"AMD is a good stock; it is in my watchlist.","text":"AMD is a good stock; it is in my watchlist.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/837413175","repostId":"1169751382","repostType":4,"repost":{"id":"1169751382","kind":"news","pubTimestamp":1629879820,"share":"https://ttm.financial/m/news/1169751382?lang=&edition=fundamental","pubTime":"2021-08-25 16:23","market":"us","language":"en","title":"These 3 Stocks Are Screaming Buys Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1169751382","media":"Motley Fool","summary":"Looking to buy high-growth companies at attractive valuations? These three tech stocks fit the bill.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>The growing demand for gaming hardware is going to be a secular catalyst for Corsair Gaming.</li>\n <li>Skyworks Solutions is firing on all cylinders thanks to the growth in 5G smartphones and the increasing demand for wireless connectivity.</li>\n <li>AMD's market share gains and additional catalysts such as gaming consoles make it a bargain right now given its valuation.</li>\n</ul>\n<p>What's common between&nbsp;<b>Corsair Gaming</b>(NASDAQ:CRSR),<b>Skyworks Solutions</b>(NASDAQ:SWKS), and&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)apart from the fact that all three tech companies are growing at a terrific pace? They are trading at attractive valuations, making them ideal bets for investors looking to invest in growth companies without paying through the nose.</p>\n<p>Let's look at the reasons why investors on the hunt for growth stocks trading at reasonable valuations should consider buying them right away.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a85a3d070859a23d9b83eeb5aec6bd20\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Corsair Gaming is dirt cheap despite sitting on a massive opportunity</b></p>\n<p>Corsair Gaming has had a forgettable 2021 so far as shares of the video gaming hardware and peripherals maker have pulled back substantially despite a string of&nbsp;impressive quarterly results.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8db1514c477432cdd4253e3332528f46\" tg-width=\"720\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>CRSR DATA BY YCHARTS</span></p>\n<p>The company's second-quarter results couldn't stop the stock slide either as adjusted earnings of $0.36 per share missed the Wall Street estimate of $0.39 and was a penny lower than the year-ago period's figure. Corsair's adjusted earnings before interest, taxes, depreciation, and amortization, or EBITDA, margin also fell 210 basis points year over year.</p>\n<p>The market seems to be ignoring the fact that Corsair put in a record performance last quarter despite facing several challenges. Its revenue increased 24.3% year over year to $472.9 million and exceeded&nbsp;expectations. Corsair's performance could have been much better had it not run into component shortages, port delays, and pandemic-related&nbsp;shutdowns. Additionally, the company saw \"significant increases in logistic costs, particularly ocean freight,\" which impacted margins across the board and hurt the bottom line.</p>\n<p>Corsair has maintained&nbsp;its full-year guidance despite the challenges it faced last quarter. More importantly, the company remains upbeat about its long-term prospects thanks to the growth in the number of people playing video games.</p>\n<p>Corsair management points out that the PC gaming peripheral market was growing at an annual rate of 24% in the U.S. before the pandemic. Since last year, the market is clocking 80% annual growth thanks to the addition of new gamers as well as equipment upgrades by existing ones. Corsair estimates it is now sitting on an upgrade cycle that could help it sustain its impressive growth.</p>\n<p>Citing NPD data, Corsair said on the Q2 earnings call that sales of keyboards and mice are growing at a faster pace than headsets. This points toward an upgrade cycle as headsets are the most widely sold peripherals. The faster growth of mice and keyboards suggests that gamers are buying better equipment to improve their gameplay.</p>\n<p>Third-party research suggests that this upgrade cycle is going to add billions of dollars in addressable opportunity for Corsair. Technavio estimates that the global PC peripheral market could add&nbsp;$43.4 billion in revenue through 2024. Meanwhile, sales of high-end PC gaming hardware are expected to double by 2024 as compared to last year, according&nbsp;to Jon Peddie Research.</p>\n<p>As such, Corsair Gaming seems built for long-term growth and investors should look past the near-term headwinds, especially considering that it is trading&nbsp;at just 1.25 times sales and 16.3 times trailing earnings. These multiples, along with its bright prospects, make Corsair a screaming buy right now as it is way cheaper than the&nbsp;<b>S&amp;P 500</b>'s&nbsp;price-to-sales ratioof&nbsp;3.2 and earnings multiple of 31.</p>\n<p><b>Skyworks Solutions' terrific momentum is here to stay</b></p>\n<p>With a trailing&nbsp;price-to-earnings ratio&nbsp;of 21.4 and a forward earnings multiple of less than 16, buying Skyworks Solutions stock right now is a no-brainer given the pace at which it has been growing. The company's revenue in the recently reported fiscal third quarter increased 52% year over year to $1.11 billion, while adjusted earnings increased 72% to $2.15 per share.</p>\n<p>Skyworks' guidance was also impressive. The company expects revenue to jump 36% year over year in the fourth quarter at the midpoint of its guidance range, while adjusted earnings are expected to increase 37%. But Skyworks can trounce expectations, like it has done over the past few quarters, as both its businesses are firing on all cylinders.</p>\n<p>The mobile business recorded year-over-year growth of 52%, while the non-mobile broad markets segment registered 50% growth last quarter. The good news for Skyworks investors is that both segments are sitting on secular catalysts.</p>\n<p>The mobile business is benefiting from the global rollout of 5G smartphones. Skyworks is in a prime position to take advantage of the boom in 5G smartphone sales thanks to its broad customer base. The chipmaker supplies its components to&nbsp;<b>Apple</b>(NASDAQ:AAPL), its largest customer with 56% of sales last fiscal year, and a clutch of top Android smartphone original equipment manufacturers such as Oppo, Vivo, and&nbsp;<b>Xiaomi</b>, among others.</p>\n<p>Apple is going to be one of Skyworks' biggest growth drivers given its influence on the chipmaker's top line and the solid demand for the 5G-enabled iPhones. The iPhone 12 has been a runaway hit for Apple with sales of the series crossing 100 million units within just seven months of launch according to Counterpoint Research.</p>\n<p>The momentum looks all set to continue with this year's iPhone launch. A recently conducted third-party survey of 3,000 iPhone owners over 18 years old revealed&nbsp;that 44% of them are willing to buy the 2021 iPhone models. Not surprisingly, Apple has reportedly increased the initial production batch of the 2021 iPhones to 90 million units from 75 million units last year. So, Skyworks' largest mobile customer seems set for better times ahead, and the same can be said about the broad markets segment.</p>\n<p>Skyworks said on its latest&nbsp;earnings conference call&nbsp;that the broad markets segment is \"benefiting from strong demand for [Internet of Things] solutions, including WiFi 6 and 6E and smart audio, as well as emerging use cases in industrial and automotive markets.\"</p>\n<p>Investors should note that these markets have a lot of room for growth. The market for WiFi 6 chips is set to grow at an annual pace of nearly 22% for the next five&nbsp;years, while the connected car market is on track to record 17% annual growth through 2027, according to third-party estimates.</p>\n<p>Skyworks Solutions can keep firing on all cylinders, and investors would do well to buy the stock given its enticing valuation.</p>\n<p><b>Buying Advanced Micro Devices is a no-brainer</b></p>\n<p>AMD delivered sizzling second-quarter results&nbsp;recently. The company's revenue almost doubled year-over-year to $3.85 billion and adjusted earnings per share jumped 250% to $0.63. This outstanding performance encouraged AMD to raise its full-year revenue and margin guidance.</p>\n<p>AMD now anticipates 60% revenue growth in 2021, up from its original forecast of 37% growth&nbsp;issued in January this year. The company has also increased its adjusted&nbsp;gross margin estimate for 2021 to 48% from the earlier forecast of 47%. The interesting thing to note here is that AMD stock trades at a discount to its historical multiples. The company's trailing earnings multiple&nbsp;of 37 is lower than last year's average of 124, while the price-to-sales ratio of 9.4 represents a discount to AMD's 2020 multiple of 12.7.</p>\n<p>Given that AMD had delivered 45% revenue growth&nbsp;in 2020 and is on track to do better this year, buying the stock looks like a no-brainer. What's more, buying AMD stock will help investors take advantage of its impressive market share gains against&nbsp;<b>Intel</b>&nbsp;and the fast-growing gaming console market.</p>\n<p>Mercury Research reports&nbsp;that AMD's share of the x86 server market has hit a 14-year high of 22.5% in the second quarter of 2021. The company controlled just 12.3%&nbsp;of this market at the end of 2018. AMD's rapid market share gains against Intel are here to stay as it&nbsp;enjoys a technological advantage. That could translate into more revenue for AMD as Intel's client computing group generated&nbsp;$40 billion in revenue last year, while the former's total revenue was $9.8 billion&nbsp;in 2020.</p>\n<p>Meanwhile, AMD is winning big from the latest generation of gaming consoles. This is evident from the growth in the company's enterprise, embedded, and semi-custom segment that grew 183% year over year last quarter. AMD expects&nbsp;\"console demand to remain strong throughout the year,\" and the addition of a new console customer&nbsp;in the form of Valve's Steam Deck could give the segment&nbsp;a shot in the arm.</p>\n<p>Such tailwinds make it clear why AMD's earnings are expected&nbsp;to clock a 30%-plus annual growth rate over the long run, which is why investors should consider taking advantage of the relatively cheap valuation and buy this&nbsp;growth stock.</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>These 3 Stocks Are Screaming Buys Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 3 Stocks Are Screaming Buys Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 16:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/24/these-3-stocks-are-screaming-buys-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nThe growing demand for gaming hardware is going to be a secular catalyst for Corsair Gaming.\nSkyworks Solutions is firing on all cylinders thanks to the growth in 5G smartphones and the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/24/these-3-stocks-are-screaming-buys-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRSR":"Corsair Gaming, Inc.","SWKS":"思佳讯","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2021/08/24/these-3-stocks-are-screaming-buys-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169751382","content_text":"Key Points\n\nThe growing demand for gaming hardware is going to be a secular catalyst for Corsair Gaming.\nSkyworks Solutions is firing on all cylinders thanks to the growth in 5G smartphones and the increasing demand for wireless connectivity.\nAMD's market share gains and additional catalysts such as gaming consoles make it a bargain right now given its valuation.\n\nWhat's common between Corsair Gaming(NASDAQ:CRSR),Skyworks Solutions(NASDAQ:SWKS), and Advanced Micro Devices(NASDAQ:AMD)apart from the fact that all three tech companies are growing at a terrific pace? They are trading at attractive valuations, making them ideal bets for investors looking to invest in growth companies without paying through the nose.\nLet's look at the reasons why investors on the hunt for growth stocks trading at reasonable valuations should consider buying them right away.\nIMAGE SOURCE: GETTY IMAGES.\nCorsair Gaming is dirt cheap despite sitting on a massive opportunity\nCorsair Gaming has had a forgettable 2021 so far as shares of the video gaming hardware and peripherals maker have pulled back substantially despite a string of impressive quarterly results.\nCRSR DATA BY YCHARTS\nThe company's second-quarter results couldn't stop the stock slide either as adjusted earnings of $0.36 per share missed the Wall Street estimate of $0.39 and was a penny lower than the year-ago period's figure. Corsair's adjusted earnings before interest, taxes, depreciation, and amortization, or EBITDA, margin also fell 210 basis points year over year.\nThe market seems to be ignoring the fact that Corsair put in a record performance last quarter despite facing several challenges. Its revenue increased 24.3% year over year to $472.9 million and exceeded expectations. Corsair's performance could have been much better had it not run into component shortages, port delays, and pandemic-related shutdowns. Additionally, the company saw \"significant increases in logistic costs, particularly ocean freight,\" which impacted margins across the board and hurt the bottom line.\nCorsair has maintained its full-year guidance despite the challenges it faced last quarter. More importantly, the company remains upbeat about its long-term prospects thanks to the growth in the number of people playing video games.\nCorsair management points out that the PC gaming peripheral market was growing at an annual rate of 24% in the U.S. before the pandemic. Since last year, the market is clocking 80% annual growth thanks to the addition of new gamers as well as equipment upgrades by existing ones. Corsair estimates it is now sitting on an upgrade cycle that could help it sustain its impressive growth.\nCiting NPD data, Corsair said on the Q2 earnings call that sales of keyboards and mice are growing at a faster pace than headsets. This points toward an upgrade cycle as headsets are the most widely sold peripherals. The faster growth of mice and keyboards suggests that gamers are buying better equipment to improve their gameplay.\nThird-party research suggests that this upgrade cycle is going to add billions of dollars in addressable opportunity for Corsair. Technavio estimates that the global PC peripheral market could add $43.4 billion in revenue through 2024. Meanwhile, sales of high-end PC gaming hardware are expected to double by 2024 as compared to last year, according to Jon Peddie Research.\nAs such, Corsair Gaming seems built for long-term growth and investors should look past the near-term headwinds, especially considering that it is trading at just 1.25 times sales and 16.3 times trailing earnings. These multiples, along with its bright prospects, make Corsair a screaming buy right now as it is way cheaper than the S&P 500's price-to-sales ratioof 3.2 and earnings multiple of 31.\nSkyworks Solutions' terrific momentum is here to stay\nWith a trailing price-to-earnings ratio of 21.4 and a forward earnings multiple of less than 16, buying Skyworks Solutions stock right now is a no-brainer given the pace at which it has been growing. The company's revenue in the recently reported fiscal third quarter increased 52% year over year to $1.11 billion, while adjusted earnings increased 72% to $2.15 per share.\nSkyworks' guidance was also impressive. The company expects revenue to jump 36% year over year in the fourth quarter at the midpoint of its guidance range, while adjusted earnings are expected to increase 37%. But Skyworks can trounce expectations, like it has done over the past few quarters, as both its businesses are firing on all cylinders.\nThe mobile business recorded year-over-year growth of 52%, while the non-mobile broad markets segment registered 50% growth last quarter. The good news for Skyworks investors is that both segments are sitting on secular catalysts.\nThe mobile business is benefiting from the global rollout of 5G smartphones. Skyworks is in a prime position to take advantage of the boom in 5G smartphone sales thanks to its broad customer base. The chipmaker supplies its components to Apple(NASDAQ:AAPL), its largest customer with 56% of sales last fiscal year, and a clutch of top Android smartphone original equipment manufacturers such as Oppo, Vivo, and Xiaomi, among others.\nApple is going to be one of Skyworks' biggest growth drivers given its influence on the chipmaker's top line and the solid demand for the 5G-enabled iPhones. The iPhone 12 has been a runaway hit for Apple with sales of the series crossing 100 million units within just seven months of launch according to Counterpoint Research.\nThe momentum looks all set to continue with this year's iPhone launch. A recently conducted third-party survey of 3,000 iPhone owners over 18 years old revealed that 44% of them are willing to buy the 2021 iPhone models. Not surprisingly, Apple has reportedly increased the initial production batch of the 2021 iPhones to 90 million units from 75 million units last year. So, Skyworks' largest mobile customer seems set for better times ahead, and the same can be said about the broad markets segment.\nSkyworks said on its latest earnings conference call that the broad markets segment is \"benefiting from strong demand for [Internet of Things] solutions, including WiFi 6 and 6E and smart audio, as well as emerging use cases in industrial and automotive markets.\"\nInvestors should note that these markets have a lot of room for growth. The market for WiFi 6 chips is set to grow at an annual pace of nearly 22% for the next five years, while the connected car market is on track to record 17% annual growth through 2027, according to third-party estimates.\nSkyworks Solutions can keep firing on all cylinders, and investors would do well to buy the stock given its enticing valuation.\nBuying Advanced Micro Devices is a no-brainer\nAMD delivered sizzling second-quarter results recently. The company's revenue almost doubled year-over-year to $3.85 billion and adjusted earnings per share jumped 250% to $0.63. This outstanding performance encouraged AMD to raise its full-year revenue and margin guidance.\nAMD now anticipates 60% revenue growth in 2021, up from its original forecast of 37% growth issued in January this year. The company has also increased its adjusted gross margin estimate for 2021 to 48% from the earlier forecast of 47%. The interesting thing to note here is that AMD stock trades at a discount to its historical multiples. The company's trailing earnings multiple of 37 is lower than last year's average of 124, while the price-to-sales ratio of 9.4 represents a discount to AMD's 2020 multiple of 12.7.\nGiven that AMD had delivered 45% revenue growth in 2020 and is on track to do better this year, buying the stock looks like a no-brainer. What's more, buying AMD stock will help investors take advantage of its impressive market share gains against Intel and the fast-growing gaming console market.\nMercury Research reports that AMD's share of the x86 server market has hit a 14-year high of 22.5% in the second quarter of 2021. The company controlled just 12.3% of this market at the end of 2018. AMD's rapid market share gains against Intel are here to stay as it enjoys a technological advantage. That could translate into more revenue for AMD as Intel's client computing group generated $40 billion in revenue last year, while the former's total revenue was $9.8 billion in 2020.\nMeanwhile, AMD is winning big from the latest generation of gaming consoles. This is evident from the growth in the company's enterprise, embedded, and semi-custom segment that grew 183% year over year last quarter. AMD expects \"console demand to remain strong throughout the year,\" and the addition of a new console customer in the form of Valve's Steam Deck could give the segment a shot in the arm.\nSuch tailwinds make it clear why AMD's earnings are expected to clock a 30%-plus annual growth rate over the long run, which is why investors should consider taking advantage of the relatively cheap valuation and buy this growth stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913637957,"gmtCreate":1663979371579,"gmtModify":1676537373237,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Wall St Slumps: just musing &amp; wondering when will the slumps shall end?&nbsp;&nbsp;And&nbsp;'The average bear market lasts 289 days?' &nbsp;from one online news infos?&nbsp;","listText":"Wall St Slumps: just musing &amp; wondering when will the slumps shall end?&nbsp;&nbsp;And&nbsp;'The average bear market lasts 289 days?' &nbsp;from one online news infos?&nbsp;","text":"Wall St Slumps: just musing & wondering when will the slumps shall end? And 'The average bear market lasts 289 days?' from one online news infos?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9913637957","repostId":"2269636494","repostType":4,"repost":{"id":"2269636494","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1663965613,"share":"https://ttm.financial/m/news/2269636494?lang=&edition=fundamental","pubTime":"2022-09-24 04:40","market":"us","language":"en","title":"US STOCKS-Wall St Slumps As Investors Fret on Rate Hikes and Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=2269636494","media":"Reuters","summary":"(Reuters) - Wall Street's main indexes slumped to close well down on Friday, as rattled investors continued repositioning themselves to reflect fears the U.S. Federal Reserve's hawkish rate policy to ","content":"<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes slumped to close well down on Friday, as rattled investors continued repositioning themselves to reflect fears the U.S. Federal Reserve&#39;s hawkish rate policy to curb inflation will push the American economy into recession.</p><p>The Dow narrowly avoided ending more than 20% lower than its Jan. 4 record all-time closing peak of 36,799.64 points, meaning the blue-chip index did not attain a bear market label, according to a widely used definition.</p><p>The S&amp;P 500 and the Nasdaq are already in a bear market.</p><p>However, all three indexes suffered heavy weekly declines. The Nasdaq dropped 5.03% - its second straight week falling by more than 5% - with the S&amp;P down 4.77% and the Dow 4% lower.</p><p>After enjoying hefty gains for last two years, Wall Street has been rocked in 2022 by worries about a host of issues including the Ukraine conflict, the energy crisis in Europe, China&#39;s COVID-19 flare ups, and tightening financial conditions across the globe.</p><p>A half dozen central banks, including in the United States, Britain, Sweden, Switzerland and Norway, delivered rate hikes this week to fight inflation, but it was the Fed&#39;s signal that it expects high U.S. rates to last through 2023 that caught markets off guard.</p><p>&#34;There had been some optimists out there saying that inflation may be coming under control but the Fed effectively told them to sit down and shut up,&#34; said David Russell, <a href=\"https://laohu8.com/S/VP..UK\">VP</a> of market intelligence at TradeStation Group.</p><p>&#34;The Fed is trying to rip the band-aid off, trying to kill inflation while the jobs market is still strong.&#34;</p><p>Dire outlooks from a handful of companies have also added to woes in a seasonally weak period for markets. Having withdrawn its earnings forecast last week, FedEx Corp outlined on Thursday cost cuts of up to $2.7 billion after falling demand hammered first-quarter profits.</p><p>The delivery giant&#39;s stock slumped 3.4% to its lowest close since June 30, 2020.</p><p>The S&amp;P 500&#39;s estimated earnings growth for the third quarter is at 4.6% down from 5% last week, according to Refinitiv data.</p><p>Goldman Sachs cut its year-end target for the benchmark S&amp;P 500 index by about 16% to 3,600 points.</p><p>&#34;We&#39;re having everyone reassess exactly how far the Fed will go, and that&#39;s troubling for the economy,&#34; said Ed Moya, senior market analyst at OANDA.</p><p>&#34;It&#39;s becoming the base case scenario that this economy is going to have a hard landing, and that is a terrible environment for U.S. stocks.&#34;</p><p>The Dow Jones Industrial Average fell 486.27 points, or 1.62%, to 29,590.41, the S&amp;P 500 lost 64.76 points, or 1.72%, to 3,693.23 and the Nasdaq Composite dropped 198.88 points, or 1.8%, to 10,867.93.</p><p>All the 11 major S&amp;P sectors declined, led by a 6.8% slide in energy shares. Oil and gas-related stocks were pummeled by the decline in crude prices, which fell in response to concerns about demand in a recessionary environment and the strong U.S. dollar.</p><p>Oilfield services were particularly hit, with Helmerich and Payne Inc down 11.2% and Schlumberger dropping 8.4%. Halliburton Co declined 8.7%, to record its lowest finish since Jan. 3.</p><p>Rate-sensitive technology and growth stocks dropped with Alphabet Inc, Apple Inc, Amazon.com, Microsoft Corp and Tesla Inc all fell between 1.3% and 4.6%.</p><p>Shares of Costco Wholesale Corp dropped 4.3% after the big-box retailer reported a fall in its fourth-quarter profit margins.</p><p>The CBOE volatility index, also known as Wall Street&#39;s fear gauge, rose to a three-month high of 29.92.</p><p>Volume on U.S. exchanges was 13.29 billion shares, compared with the 11.11 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted no new 52-week highs and 151 new lows; the Nasdaq Composite recorded 10 new highs and 823 new lows. (Reporting by Ankika Biswas and Devik Jain in Bengaluru and David French in New York; Editing by Marguerita Choy)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall St Slumps As Investors Fret on Rate Hikes and Recession</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall St Slumps As Investors Fret on Rate Hikes and Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-24 04:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes slumped to close well down on Friday, as rattled investors continued repositioning themselves to reflect fears the U.S. Federal Reserve&#39;s hawkish rate policy to curb inflation will push the American economy into recession.</p><p>The Dow narrowly avoided ending more than 20% lower than its Jan. 4 record all-time closing peak of 36,799.64 points, meaning the blue-chip index did not attain a bear market label, according to a widely used definition.</p><p>The S&amp;P 500 and the Nasdaq are already in a bear market.</p><p>However, all three indexes suffered heavy weekly declines. The Nasdaq dropped 5.03% - its second straight week falling by more than 5% - with the S&amp;P down 4.77% and the Dow 4% lower.</p><p>After enjoying hefty gains for last two years, Wall Street has been rocked in 2022 by worries about a host of issues including the Ukraine conflict, the energy crisis in Europe, China&#39;s COVID-19 flare ups, and tightening financial conditions across the globe.</p><p>A half dozen central banks, including in the United States, Britain, Sweden, Switzerland and Norway, delivered rate hikes this week to fight inflation, but it was the Fed&#39;s signal that it expects high U.S. rates to last through 2023 that caught markets off guard.</p><p>&#34;There had been some optimists out there saying that inflation may be coming under control but the Fed effectively told them to sit down and shut up,&#34; said David Russell, <a href=\"https://laohu8.com/S/VP..UK\">VP</a> of market intelligence at TradeStation Group.</p><p>&#34;The Fed is trying to rip the band-aid off, trying to kill inflation while the jobs market is still strong.&#34;</p><p>Dire outlooks from a handful of companies have also added to woes in a seasonally weak period for markets. Having withdrawn its earnings forecast last week, FedEx Corp outlined on Thursday cost cuts of up to $2.7 billion after falling demand hammered first-quarter profits.</p><p>The delivery giant&#39;s stock slumped 3.4% to its lowest close since June 30, 2020.</p><p>The S&amp;P 500&#39;s estimated earnings growth for the third quarter is at 4.6% down from 5% last week, according to Refinitiv data.</p><p>Goldman Sachs cut its year-end target for the benchmark S&amp;P 500 index by about 16% to 3,600 points.</p><p>&#34;We&#39;re having everyone reassess exactly how far the Fed will go, and that&#39;s troubling for the economy,&#34; said Ed Moya, senior market analyst at OANDA.</p><p>&#34;It&#39;s becoming the base case scenario that this economy is going to have a hard landing, and that is a terrible environment for U.S. stocks.&#34;</p><p>The Dow Jones Industrial Average fell 486.27 points, or 1.62%, to 29,590.41, the S&amp;P 500 lost 64.76 points, or 1.72%, to 3,693.23 and the Nasdaq Composite dropped 198.88 points, or 1.8%, to 10,867.93.</p><p>All the 11 major S&amp;P sectors declined, led by a 6.8% slide in energy shares. Oil and gas-related stocks were pummeled by the decline in crude prices, which fell in response to concerns about demand in a recessionary environment and the strong U.S. dollar.</p><p>Oilfield services were particularly hit, with Helmerich and Payne Inc down 11.2% and Schlumberger dropping 8.4%. Halliburton Co declined 8.7%, to record its lowest finish since Jan. 3.</p><p>Rate-sensitive technology and growth stocks dropped with Alphabet Inc, Apple Inc, Amazon.com, Microsoft Corp and Tesla Inc all fell between 1.3% and 4.6%.</p><p>Shares of Costco Wholesale Corp dropped 4.3% after the big-box retailer reported a fall in its fourth-quarter profit margins.</p><p>The CBOE volatility index, also known as Wall Street&#39;s fear gauge, rose to a three-month high of 29.92.</p><p>Volume on U.S. exchanges was 13.29 billion shares, compared with the 11.11 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted no new 52-week highs and 151 new lows; the Nasdaq Composite recorded 10 new highs and 823 new lows. (Reporting by Ankika Biswas and Devik Jain in Bengaluru and David French in New York; Editing by Marguerita Choy)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269636494","content_text":"(Reuters) - Wall Street's main indexes slumped to close well down on Friday, as rattled investors continued repositioning themselves to reflect fears the U.S. Federal Reserve's hawkish rate policy to curb inflation will push the American economy into recession.The Dow narrowly avoided ending more than 20% lower than its Jan. 4 record all-time closing peak of 36,799.64 points, meaning the blue-chip index did not attain a bear market label, according to a widely used definition.The S&P 500 and the Nasdaq are already in a bear market.However, all three indexes suffered heavy weekly declines. The Nasdaq dropped 5.03% - its second straight week falling by more than 5% - with the S&P down 4.77% and the Dow 4% lower.After enjoying hefty gains for last two years, Wall Street has been rocked in 2022 by worries about a host of issues including the Ukraine conflict, the energy crisis in Europe, China's COVID-19 flare ups, and tightening financial conditions across the globe.A half dozen central banks, including in the United States, Britain, Sweden, Switzerland and Norway, delivered rate hikes this week to fight inflation, but it was the Fed's signal that it expects high U.S. rates to last through 2023 that caught markets off guard.\"There had been some optimists out there saying that inflation may be coming under control but the Fed effectively told them to sit down and shut up,\" said David Russell, VP of market intelligence at TradeStation Group.\"The Fed is trying to rip the band-aid off, trying to kill inflation while the jobs market is still strong.\"Dire outlooks from a handful of companies have also added to woes in a seasonally weak period for markets. Having withdrawn its earnings forecast last week, FedEx Corp outlined on Thursday cost cuts of up to $2.7 billion after falling demand hammered first-quarter profits.The delivery giant's stock slumped 3.4% to its lowest close since June 30, 2020.The S&P 500's estimated earnings growth for the third quarter is at 4.6% down from 5% last week, according to Refinitiv data.Goldman Sachs cut its year-end target for the benchmark S&P 500 index by about 16% to 3,600 points.\"We're having everyone reassess exactly how far the Fed will go, and that's troubling for the economy,\" said Ed Moya, senior market analyst at OANDA.\"It's becoming the base case scenario that this economy is going to have a hard landing, and that is a terrible environment for U.S. stocks.\"The Dow Jones Industrial Average fell 486.27 points, or 1.62%, to 29,590.41, the S&P 500 lost 64.76 points, or 1.72%, to 3,693.23 and the Nasdaq Composite dropped 198.88 points, or 1.8%, to 10,867.93.All the 11 major S&P sectors declined, led by a 6.8% slide in energy shares. Oil and gas-related stocks were pummeled by the decline in crude prices, which fell in response to concerns about demand in a recessionary environment and the strong U.S. dollar.Oilfield services were particularly hit, with Helmerich and Payne Inc down 11.2% and Schlumberger dropping 8.4%. Halliburton Co declined 8.7%, to record its lowest finish since Jan. 3.Rate-sensitive technology and growth stocks dropped with Alphabet Inc, Apple Inc, Amazon.com, Microsoft Corp and Tesla Inc all fell between 1.3% and 4.6%.Shares of Costco Wholesale Corp dropped 4.3% after the big-box retailer reported a fall in its fourth-quarter profit margins.The CBOE volatility index, also known as Wall Street's fear gauge, rose to a three-month high of 29.92.Volume on U.S. exchanges was 13.29 billion shares, compared with the 11.11 billion average for the full session over the last 20 trading days.The S&P 500 posted no new 52-week highs and 151 new lows; the Nasdaq Composite recorded 10 new highs and 823 new lows. (Reporting by Ankika Biswas and Devik Jain in Bengaluru and David French in New York; Editing by Marguerita Choy)","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586459019020703","authorId":"3586459019020703","name":"Twhyger","avatar":"https://community-static.tradeup.com/news/924944c1d1cd489c6dea99de491ff2b1","crmLevel":4,"crmLevelSwitch":0,"idStr":"3586459019020703","authorIdStr":"3586459019020703"},"content":"Bracing for more bad news...","text":"Bracing for more bad news...","html":"Bracing for more bad news..."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919687388,"gmtCreate":1663801182245,"gmtModify":1676537337057,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"With inflation theme as the narrative, there shall be 'pain' ahead for stocks market.&nbsp;","listText":"With inflation theme as the narrative, there shall be 'pain' ahead for stocks market.&nbsp;","text":"With inflation theme as the narrative, there shall be 'pain' ahead for stocks market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9919687388","repostId":"1161572204","repostType":4,"repost":{"id":"1161572204","kind":"news","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":1663800201,"share":"https://ttm.financial/m/news/1161572204?lang=&edition=fundamental","pubTime":"2022-09-22 06:43","market":"us","language":"en","title":"Fed Delivers Another Big Rate Hike; Powell Vows to \"Keep at It\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1161572204","media":"Reuters","summary":"Fed lifts target interest rate to 3.00%-3.25% rangeForecasts show another large hike likely by end o","content":"<html><head></head><body><ul><li>Fed lifts target interest rate to 3.00%-3.25% range</li><li>Forecasts show another large hike likely by end of year</li><li>Powell: No &#39;painless&#39; way to bring down inflation</li></ul><p>WASHINGTON, Sept 21 (Reuters) - Federal Reserve Chair Jerome Powell vowed on Wednesday that he and his fellow policymakers would &#34;keep at&#34; their battle to beat down inflation, as the U.S. central bank hiked interest rates by three-quarters of a percentage point for a third straight time and signaled that borrowing costs would keep rising this year.</p><p>In a sobering new set of projections, the Fed foresees its policy rate rising at a faster pace and to a higher level than expected, the economy slowing to a crawl, and unemployment rising to a degree historically associated with recessions.</p><p>Powell was blunt about the &#34;pain&#34; to come, citing rising joblessness and singling out the housing market, a persistent source of rising consumer inflation, as being likely in need of a &#34;correction.&#34;</p><p>Earlier on Wednesday, the National Association of Realtors reported that U.S. existing home sales dropped for a seventh straight month in August.</p><p>The United States has had a &#34;red hot housing market ... There was a big imbalance,&#34; Powell said in a news conference after Fed policymakers unanimously agreed to raise the central bank&#39;s benchmark overnight interest rate to a range of 3.00%-3.25%. &#34;What we need is supply and demand to get better aligned ... We probably in the housing market have to go through a correction to get back to that place.&#34;</p><p>That theme, of a continuing mismatch between U.S. demand for goods and services and the ability of the country to produce or import them, ran through a briefing in which Powell stuck with the hawkish tone set during his remarks last month at the Jackson Hole central banking conference in Wyoming.</p><p>Recent inflation data has shown little to no improvement despite the Fed&#39;s aggressive tightening - it also announced 75-basis-point rate hikes in June and July - and the labor market remains robust with wages increasing as well.</p><p>The federal funds rate projected for the end of this year signals another 1.25 percentage points in rate hikes to come in the Fed&#39;s two remaining policy meetings in 2022, a level that implies another 75-basis-point increase in the offing.</p><p>&#34;The committee is strongly committed to returning inflation to its 2% objective,&#34; the central bank&#39;s rate-setting Federal Open Market Committee said in its policy statement after the end of a two-day policy meeting.</p><p>The Fed &#34;anticipates that ongoing increases in the target range will be appropriate.&#34;</p><p><b>GROWTH SLOWDOWN</b></p><p>The Fed&#39;s target policy rate is now at its highest level since 2008 - and new projections show it rising to the 4.25%-4.50% range by the end of this year and ending 2023 at 4.50%-4.75%.</p><p>Powell said the indicated path of rates showed the Fed was &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and that officials would &#34;keep at it until the job is done&#34; even at the risk of unemployment rising and growth slowing to a stall.</p><p>&#34;We have got to get inflation behind us,&#34; Powell told reporters. &#34;I wish there were a painless way to do that. There isn&#39;t.&#34;</p><p>Inflation by the Fed&#39;s preferred measure has been running at more than three times the central bank&#39;s target. The new projections put it on a slow path back to 2% in 2025, an extended Fed battle to quell the highest bout of inflation since the 1980s, and one that potentially pushes the economy to the borderline of a recession.</p><p>The Fed said that &#34;recent indicators point to modest growth in spending and production,&#34; but the new projections put year-end economic growth for 2022 at 0.2%, rising to 1.2% in 2023, well below the economy&#39;s potential. The unemployment rate, currently at 3.7%, is projected to rise to 3.8% this year and to 4.4% in 2023. That would be above the half-percentage-point rise in unemployment that has been associated with past recessions.</p><p>&#34;The Fed was late to recognize inflation, late to start raising interest rates, and late to start unwinding bond purchases. They&#39;ve been playing catch-up ever since. And they&#39;re not done yet,&#34; said Greg McBride, chief financial analyst at Bankrate.</p><p>U.S. stocks, already mired in a bear market over concerns about the Fed&#39;s monetary policy tightening, ended the day sharply lower, with the S&amp;P 500 index skidding 1.7%.</p><p>In the U.S. Treasury market, which plays a key role in the transmission of Fed policy decisions into the real economy, yields on the 2-year note vaulted over the 4% mark, their highest levels since 2007.</p><p>The dollar hit a fresh two-decade high against a basket of currencies, gaining more than 1%. The U.S. currency&#39;s strength - it has appreciated by more than 16% on a year-to-date basis - has stoked concern at central banks around the world about potential exchange rate and other financial shocks.</p><p>Some are not even trying to match the Fed&#39;s blistering pace of tightening, with the Bank of Japan on Thursday expected to hold fast to its ultra-easy policy and keep its policy rate at minus 0.1%, likely leaving it as the last major monetary policy authority in the world with a negative policy rate.</p><p>Others are making an effort to stay somewhat abreast of the Fed. The Bank of England, for example, is expected to lift its policy rate by at least half a percentage point on Thursday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Delivers Another Big Rate Hike; Powell Vows to \"Keep at It\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Delivers Another Big Rate Hike; Powell Vows to \"Keep at It\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-22 06:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Fed lifts target interest rate to 3.00%-3.25% range</li><li>Forecasts show another large hike likely by end of year</li><li>Powell: No &#39;painless&#39; way to bring down inflation</li></ul><p>WASHINGTON, Sept 21 (Reuters) - Federal Reserve Chair Jerome Powell vowed on Wednesday that he and his fellow policymakers would &#34;keep at&#34; their battle to beat down inflation, as the U.S. central bank hiked interest rates by three-quarters of a percentage point for a third straight time and signaled that borrowing costs would keep rising this year.</p><p>In a sobering new set of projections, the Fed foresees its policy rate rising at a faster pace and to a higher level than expected, the economy slowing to a crawl, and unemployment rising to a degree historically associated with recessions.</p><p>Powell was blunt about the &#34;pain&#34; to come, citing rising joblessness and singling out the housing market, a persistent source of rising consumer inflation, as being likely in need of a &#34;correction.&#34;</p><p>Earlier on Wednesday, the National Association of Realtors reported that U.S. existing home sales dropped for a seventh straight month in August.</p><p>The United States has had a &#34;red hot housing market ... There was a big imbalance,&#34; Powell said in a news conference after Fed policymakers unanimously agreed to raise the central bank&#39;s benchmark overnight interest rate to a range of 3.00%-3.25%. &#34;What we need is supply and demand to get better aligned ... We probably in the housing market have to go through a correction to get back to that place.&#34;</p><p>That theme, of a continuing mismatch between U.S. demand for goods and services and the ability of the country to produce or import them, ran through a briefing in which Powell stuck with the hawkish tone set during his remarks last month at the Jackson Hole central banking conference in Wyoming.</p><p>Recent inflation data has shown little to no improvement despite the Fed&#39;s aggressive tightening - it also announced 75-basis-point rate hikes in June and July - and the labor market remains robust with wages increasing as well.</p><p>The federal funds rate projected for the end of this year signals another 1.25 percentage points in rate hikes to come in the Fed&#39;s two remaining policy meetings in 2022, a level that implies another 75-basis-point increase in the offing.</p><p>&#34;The committee is strongly committed to returning inflation to its 2% objective,&#34; the central bank&#39;s rate-setting Federal Open Market Committee said in its policy statement after the end of a two-day policy meeting.</p><p>The Fed &#34;anticipates that ongoing increases in the target range will be appropriate.&#34;</p><p><b>GROWTH SLOWDOWN</b></p><p>The Fed&#39;s target policy rate is now at its highest level since 2008 - and new projections show it rising to the 4.25%-4.50% range by the end of this year and ending 2023 at 4.50%-4.75%.</p><p>Powell said the indicated path of rates showed the Fed was &#34;strongly resolved&#34; to bring down inflation from the highest levels in four decades and that officials would &#34;keep at it until the job is done&#34; even at the risk of unemployment rising and growth slowing to a stall.</p><p>&#34;We have got to get inflation behind us,&#34; Powell told reporters. &#34;I wish there were a painless way to do that. There isn&#39;t.&#34;</p><p>Inflation by the Fed&#39;s preferred measure has been running at more than three times the central bank&#39;s target. The new projections put it on a slow path back to 2% in 2025, an extended Fed battle to quell the highest bout of inflation since the 1980s, and one that potentially pushes the economy to the borderline of a recession.</p><p>The Fed said that &#34;recent indicators point to modest growth in spending and production,&#34; but the new projections put year-end economic growth for 2022 at 0.2%, rising to 1.2% in 2023, well below the economy&#39;s potential. The unemployment rate, currently at 3.7%, is projected to rise to 3.8% this year and to 4.4% in 2023. That would be above the half-percentage-point rise in unemployment that has been associated with past recessions.</p><p>&#34;The Fed was late to recognize inflation, late to start raising interest rates, and late to start unwinding bond purchases. They&#39;ve been playing catch-up ever since. And they&#39;re not done yet,&#34; said Greg McBride, chief financial analyst at Bankrate.</p><p>U.S. stocks, already mired in a bear market over concerns about the Fed&#39;s monetary policy tightening, ended the day sharply lower, with the S&amp;P 500 index skidding 1.7%.</p><p>In the U.S. Treasury market, which plays a key role in the transmission of Fed policy decisions into the real economy, yields on the 2-year note vaulted over the 4% mark, their highest levels since 2007.</p><p>The dollar hit a fresh two-decade high against a basket of currencies, gaining more than 1%. The U.S. currency&#39;s strength - it has appreciated by more than 16% on a year-to-date basis - has stoked concern at central banks around the world about potential exchange rate and other financial shocks.</p><p>Some are not even trying to match the Fed&#39;s blistering pace of tightening, with the Bank of Japan on Thursday expected to hold fast to its ultra-easy policy and keep its policy rate at minus 0.1%, likely leaving it as the last major monetary policy authority in the world with a negative policy rate.</p><p>Others are making an effort to stay somewhat abreast of the Fed. The Bank of England, for example, is expected to lift its policy rate by at least half a percentage point on Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161572204","content_text":"Fed lifts target interest rate to 3.00%-3.25% rangeForecasts show another large hike likely by end of yearPowell: No 'painless' way to bring down inflationWASHINGTON, Sept 21 (Reuters) - Federal Reserve Chair Jerome Powell vowed on Wednesday that he and his fellow policymakers would \"keep at\" their battle to beat down inflation, as the U.S. central bank hiked interest rates by three-quarters of a percentage point for a third straight time and signaled that borrowing costs would keep rising this year.In a sobering new set of projections, the Fed foresees its policy rate rising at a faster pace and to a higher level than expected, the economy slowing to a crawl, and unemployment rising to a degree historically associated with recessions.Powell was blunt about the \"pain\" to come, citing rising joblessness and singling out the housing market, a persistent source of rising consumer inflation, as being likely in need of a \"correction.\"Earlier on Wednesday, the National Association of Realtors reported that U.S. existing home sales dropped for a seventh straight month in August.The United States has had a \"red hot housing market ... There was a big imbalance,\" Powell said in a news conference after Fed policymakers unanimously agreed to raise the central bank's benchmark overnight interest rate to a range of 3.00%-3.25%. \"What we need is supply and demand to get better aligned ... We probably in the housing market have to go through a correction to get back to that place.\"That theme, of a continuing mismatch between U.S. demand for goods and services and the ability of the country to produce or import them, ran through a briefing in which Powell stuck with the hawkish tone set during his remarks last month at the Jackson Hole central banking conference in Wyoming.Recent inflation data has shown little to no improvement despite the Fed's aggressive tightening - it also announced 75-basis-point rate hikes in June and July - and the labor market remains robust with wages increasing as well.The federal funds rate projected for the end of this year signals another 1.25 percentage points in rate hikes to come in the Fed's two remaining policy meetings in 2022, a level that implies another 75-basis-point increase in the offing.\"The committee is strongly committed to returning inflation to its 2% objective,\" the central bank's rate-setting Federal Open Market Committee said in its policy statement after the end of a two-day policy meeting.The Fed \"anticipates that ongoing increases in the target range will be appropriate.\"GROWTH SLOWDOWNThe Fed's target policy rate is now at its highest level since 2008 - and new projections show it rising to the 4.25%-4.50% range by the end of this year and ending 2023 at 4.50%-4.75%.Powell said the indicated path of rates showed the Fed was \"strongly resolved\" to bring down inflation from the highest levels in four decades and that officials would \"keep at it until the job is done\" even at the risk of unemployment rising and growth slowing to a stall.\"We have got to get inflation behind us,\" Powell told reporters. \"I wish there were a painless way to do that. There isn't.\"Inflation by the Fed's preferred measure has been running at more than three times the central bank's target. The new projections put it on a slow path back to 2% in 2025, an extended Fed battle to quell the highest bout of inflation since the 1980s, and one that potentially pushes the economy to the borderline of a recession.The Fed said that \"recent indicators point to modest growth in spending and production,\" but the new projections put year-end economic growth for 2022 at 0.2%, rising to 1.2% in 2023, well below the economy's potential. The unemployment rate, currently at 3.7%, is projected to rise to 3.8% this year and to 4.4% in 2023. That would be above the half-percentage-point rise in unemployment that has been associated with past recessions.\"The Fed was late to recognize inflation, late to start raising interest rates, and late to start unwinding bond purchases. They've been playing catch-up ever since. And they're not done yet,\" said Greg McBride, chief financial analyst at Bankrate.U.S. stocks, already mired in a bear market over concerns about the Fed's monetary policy tightening, ended the day sharply lower, with the S&P 500 index skidding 1.7%.In the U.S. Treasury market, which plays a key role in the transmission of Fed policy decisions into the real economy, yields on the 2-year note vaulted over the 4% mark, their highest levels since 2007.The dollar hit a fresh two-decade high against a basket of currencies, gaining more than 1%. The U.S. currency's strength - it has appreciated by more than 16% on a year-to-date basis - has stoked concern at central banks around the world about potential exchange rate and other financial shocks.Some are not even trying to match the Fed's blistering pace of tightening, with the Bank of Japan on Thursday expected to hold fast to its ultra-easy policy and keep its policy rate at minus 0.1%, likely leaving it as the last major monetary policy authority in the world with a negative policy rate.Others are making an effort to stay somewhat abreast of the Fed. The Bank of England, for example, is expected to lift its policy rate by at least half a percentage point on Thursday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863894240,"gmtCreate":1632371246780,"gmtModify":1676530766202,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like it","listText":"Like it","text":"Like it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/863894240","repostId":"2169650271","repostType":4,"repost":{"id":"2169650271","kind":"news","pubTimestamp":1632343898,"share":"https://ttm.financial/m/news/2169650271?lang=&edition=fundamental","pubTime":"2021-09-23 04:51","market":"us","language":"en","title":"Wall St ends higher as Fed signals bond-buying taper soon","url":"https://stock-news.laohu8.com/highlight/detail?id=2169650271","media":"Reuters","summary":"NEW YORK, Sept 22 (Reuters) - The three major U.S. stock indexes rose 1% on Wednesday as investors m","content":"<p>NEW YORK, Sept 22 (Reuters) - The three major U.S. stock indexes rose 1% on Wednesday as investors mostly took in stride the latest signals from the Federal Reserve, including clearing the way for the central bank to reduce its monthly bond purchases soon.</p>\n<p>The S&amp;P 500 registered its biggest daily percentage gain since July 23.</p>\n<p>While trading was choppy following the Fed's latest policy statement and comments by Fed Chair Jerome Powell, stocks finished close to where they were before the central bank news.</p>\n<p>In its statement, the central bank also suggested interest rate increases may follow more quickly than expected and said overall indicators in the economy \"have continued to strengthen.\"</p>\n<p>Bank shares rose following the Fed news, with the S&amp;P banks index ending up 2.1% on the day, and S&amp;P 500 financials up 1.6% and among the biggest gainers among sectors.</p>\n<p>Some strategists viewed the Fed's comments as mixed.</p>\n<p>\"So they said we're going to probably start to taper, but they haven't said when and haven't said how much, so we're kind of back where we were a day ago,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>\"Those remain open questions,\" he said. \"Also, financial conditions remain very easy, and that's part of the reason why markets aren't going crazy at this point.\"</p>\n<p>The Dow Jones Industrial Average rose 338.48 points, or 1%, to 34,258.32, the S&amp;P 500 gained 41.45 points, or 0.95%, to 4,395.64 and the Nasdaq Composite added 150.45 points, or 1.02%, to 14,896.85.</p>\n<p>Apple and other big technology-related names gave the S&amp;P 500 its biggest boost.</p>\n<p>On the downside, FedEx Corp tumbled 9.1% after posting a lower quarterly profit and as the delivery firm cut its full-year earnings forecast.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 3.88-to-1 ratio; on Nasdaq, a 2.38-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted nine new 52-week highs and eight new lows; the Nasdaq Composite recorded 52 new highs and 66 new lows.</p>\n<p>Volume on U.S. exchanges was 9.91 billion shares, compared with the 9.99 billion average for the full session over the last 20 trading days.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St ends higher as Fed signals bond-buying taper soon</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St ends higher as Fed signals bond-buying taper soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 04:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-st-ends-205138667.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK, Sept 22 (Reuters) - The three major U.S. stock indexes rose 1% on Wednesday as investors mostly took in stride the latest signals from the Federal Reserve, including clearing the way for the...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-st-ends-205138667.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDS":"两倍做空标普500ETF","COMP":"Compass, Inc.",".IXIC":"NASDAQ Composite","FDX":"联邦快递","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","IVV":"标普500指数ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-st-ends-205138667.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2169650271","content_text":"NEW YORK, Sept 22 (Reuters) - The three major U.S. stock indexes rose 1% on Wednesday as investors mostly took in stride the latest signals from the Federal Reserve, including clearing the way for the central bank to reduce its monthly bond purchases soon.\nThe S&P 500 registered its biggest daily percentage gain since July 23.\nWhile trading was choppy following the Fed's latest policy statement and comments by Fed Chair Jerome Powell, stocks finished close to where they were before the central bank news.\nIn its statement, the central bank also suggested interest rate increases may follow more quickly than expected and said overall indicators in the economy \"have continued to strengthen.\"\nBank shares rose following the Fed news, with the S&P banks index ending up 2.1% on the day, and S&P 500 financials up 1.6% and among the biggest gainers among sectors.\nSome strategists viewed the Fed's comments as mixed.\n\"So they said we're going to probably start to taper, but they haven't said when and haven't said how much, so we're kind of back where we were a day ago,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\n\"Those remain open questions,\" he said. \"Also, financial conditions remain very easy, and that's part of the reason why markets aren't going crazy at this point.\"\nThe Dow Jones Industrial Average rose 338.48 points, or 1%, to 34,258.32, the S&P 500 gained 41.45 points, or 0.95%, to 4,395.64 and the Nasdaq Composite added 150.45 points, or 1.02%, to 14,896.85.\nApple and other big technology-related names gave the S&P 500 its biggest boost.\nOn the downside, FedEx Corp tumbled 9.1% after posting a lower quarterly profit and as the delivery firm cut its full-year earnings forecast.\nAdvancing issues outnumbered declining ones on the NYSE by a 3.88-to-1 ratio; on Nasdaq, a 2.38-to-1 ratio favored advancers.\nThe S&P 500 posted nine new 52-week highs and eight new lows; the Nasdaq Composite recorded 52 new highs and 66 new lows.\nVolume on U.S. exchanges was 9.91 billion shares, compared with the 9.99 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885731825,"gmtCreate":1631833302367,"gmtModify":1676530645547,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like it; Moderna have competitive pressure from new upstart or drug makers? A competitive industry if manufacturing&nbsp;processes can be copied.","listText":"Like it; Moderna have competitive pressure from new upstart or drug makers? A competitive industry if manufacturing&nbsp;processes can be copied.","text":"Like it; Moderna have competitive pressure from new upstart or drug makers? A competitive industry if manufacturing processes can be copied.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/885731825","repostId":"2167651799","repostType":4,"repost":{"id":"2167651799","kind":"highlight","pubTimestamp":1631806223,"share":"https://ttm.financial/m/news/2167651799?lang=&edition=fundamental","pubTime":"2021-09-16 23:30","market":"us","language":"en","title":"3 Ultra-Popular Stocks With 81% to 98% Downside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2167651799","media":"Motley Fool","summary":"Certain analysts and investment banks see these stocks losing a majority of their value.","content":"<p>A quick look at the long-term chart of the benchmark <b>S&amp;P 500</b> will demonstrate to any investor that optimism is rewarded over the long run. However, just because the broader market indexes head higher over time, it doesn't mean all stocks will be winners -- and Wall Street knows it.</p>\n<p>Although a vast majority of Wall Street ratings and price targets on publicly traded companies portend upside, some analysts see nothing short of calamity in the months and years that lie ahead for some of the most popular stocks. Based on the lowest Wall Street price target, the following three ultra-popular stocks could tumble between 81% and 98%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4445b731e2c9c6acb2e5395056b6719\" tg-width=\"700\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Moderna: Implied downside of 81%</h2>\n<p>Biotech stock <b>Moderna</b> (NASDAQ:MRNA) has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the fastest-growing and most successful investments since the beginning of 2020. However, Leerink Partners analyst Mani Foroohar sees things differently. Foroohar and Leerink have stuck by their sell rating and $85 price target on the company as it's soared. If Moderna were to fall back to $85, it would shed 81% of its value.</p>\n<p>On one hand, Moderna has been practically unstoppable, thanks to the successful development of mRNA-1273, one of the coronavirus disease 2019 (COVID-19) vaccines to receive emergency-use authorization in the United States. In late-stage clinical studies released last November, Moderna's two-dose regimen of mRNA-1273 led to a vaccine efficacy (VE) of 94.1%. Even though recent studies have shown that VE wanes over time, the initial VE offered by mRNA-1273 has made it one of the two most-popular inoculation options in developed markets.</p>\n<p>Also working in Moderna's favor is the possibility that COVID-19 vaccines could become a recurring/seasonal thing. Mutations and variations of COVID-19 make it increasingly likely that it'll become an endemic disease. Without the ability to rid COVID-19 from the U.S. and other countries, booster shots may be necessary to combat it. In other words, Moderna's one-hit wonder could become a regular revenue stream.</p>\n<p>On the other hand, mRNA-1273 is Moderna's only revenue-producing asset, and competition in the vaccine space is only destined to become more crowded. Even if Moderna's vaccine remains toward the top end in terms of efficacy, the sheer volume of doses that need to be administered globally will open the door to other successful drugmakers.</p>\n<p>While Leerink's price target is potentially too aggressive to the downside, Moderna does have a lot to prove with a $181 billion market cap and only one marketed drug.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F642857%2Flordstown-endurance-steve-burns-ceo.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Now-former CEO Steve Burns standing next to a prototype of the Endurance all-electric. pickup. Image source: Lordstown Motors.</span></p>\n<h2>Lordstown Motors: Implied downside of 84%</h2>\n<p>Over the next decade, electric vehicles (EVs) could be one of the fastest-growing industries in North America. But Wall Street isn't too keen on one EV manufacturer, in particular: <b>Lordstown Motors</b> (NASDAQ:RIDE).</p>\n<p>According to analyst Joseph Spak at RBC Capital, Lordstown is worthy of an underperform rating and a $1 price target. If this price target becomes a reality, Lordstown's shares will have fallen 84%.</p>\n<p>Whereas there was both a clear bull and bear argument to share about Moderna above, the same can't be said of Lordstown Motors. It's been nothing short of a disaster.</p>\n<p>In March, a number of allegations were levied against the company by short-side firm Hindenburg Research. Although a number of these allegations proved to be without merit, a committee formed by Lordstown's independent directors found that the company had exaggerated the number of pre-orders of its Endurance EV pickup. Both Lordstown's CEO Steve Burns and CFO Julio Rodriguez resigned in the wake of these findings.</p>\n<p>To make matters worse, Lordstown Motors may not have enough capital to survive the next year. It costs a pretty penny to build a new automaker from the ground up. Even though the company ended June with $366 million in cash, it reported a second-quarter loss of $108 million.</p>\n<p>The real issue, as my auto-focused colleague John Rosevear notes, is that the company's Endurance pickup isn't anywhere close to being on schedule. Lordstown will probably see Endurance deliveries to customers commence in the second quarter of 2022, which doesn't exactly align with the idea put forward by the company that production would begin in September.</p>\n<p>With few avenues to raise cash and lukewarm demand for Endurance, a $1 price target may even prove too generous.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15eab863c856018bec9ca4a17856fe6d\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>AMC Entertainment: Implied downside of 98%</h2>\n<p>And then there was meme stock kingpin <b>AMC Entertainment</b> (NYSE:AMC). AMC shouldn't be a surprise on this list, as the most bullish investment bank on Wall Street sees the company losing nearly 70% of its value, as of this past weekend. On the other end of the spectrum, Alan Gould at Loop Capital foresees AMC eventually heading back to $1 a share. That would be a decline of 98%, for those of you keeping score at home.</p>\n<p>The reason AMC has shot out of a cannon and pushed well beyond Wall Street's collective price targets is the unwavering support of retail investors who believe it'll undergo another short squeeze. This is a very short-term event whereby pessimists who are betting against a stock (i.e., short-sellers) run for the exit at the same time. Since short-sellers have to buy shares to cover their short positions, it can cause a rising stock price to briefly go parabolic.</p>\n<p>But as Gould and other analysts have noted with AMC, the numbers don't add up. While it's impossible to pinpoint when emotion will stop being the driving force behind AMC, the operating performance of a company and its balance sheet always dictate the long-term price performance of a company's stock. In this respect, the movie-theater industry has been in a nearly two-decade decline, with streaming services siphoning off moviegoers and AMC building up share in an industry where the proverbial pie is getting smaller.</p>\n<p>The far greater concern for AMC is the amount of leverage it took on to survive the pandemic. Although the company ended June with $2.023 billion in liquidity ($1.81 billion of which is cash), it's also sitting on nearly $5.5 billion in corporate debt, $420 million in deferred rent, and close to $4.9 billion in lease liabilities.</p>\n<p>By the end of 2023, the company expects to lay out $2.51 billion, at minimum, for lease liabilities and will likely have to repay its $420 million in back rent. That's $2.9 billion in upcoming payments over a 30-month period for a company that's still burning cash and has only $2 billion in liquidity.</p>\n<p>To boot, AMC's retail investors won't approve any additional share offerings, leaving the company with no avenues to further raise capital. As with Lordstown, even a $1 price target might be generous when given enough time.</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>3 Ultra-Popular Stocks With 81% to 98% Downside, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Ultra-Popular Stocks With 81% to 98% Downside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-16 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/09/16/3-ultra-popular-stocks-with-81-to-98-downside/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A quick look at the long-term chart of the benchmark S&P 500 will demonstrate to any investor that optimism is rewarded over the long run. However, just because the broader market indexes head higher ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/16/3-ultra-popular-stocks-with-81-to-98-downside/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/09/16/3-ultra-popular-stocks-with-81-to-98-downside/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167651799","content_text":"A quick look at the long-term chart of the benchmark S&P 500 will demonstrate to any investor that optimism is rewarded over the long run. However, just because the broader market indexes head higher over time, it doesn't mean all stocks will be winners -- and Wall Street knows it.\nAlthough a vast majority of Wall Street ratings and price targets on publicly traded companies portend upside, some analysts see nothing short of calamity in the months and years that lie ahead for some of the most popular stocks. Based on the lowest Wall Street price target, the following three ultra-popular stocks could tumble between 81% and 98%.\nImage source: Getty Images.\nModerna: Implied downside of 81%\nBiotech stock Moderna (NASDAQ:MRNA) has been one of the fastest-growing and most successful investments since the beginning of 2020. However, Leerink Partners analyst Mani Foroohar sees things differently. Foroohar and Leerink have stuck by their sell rating and $85 price target on the company as it's soared. If Moderna were to fall back to $85, it would shed 81% of its value.\nOn one hand, Moderna has been practically unstoppable, thanks to the successful development of mRNA-1273, one of the coronavirus disease 2019 (COVID-19) vaccines to receive emergency-use authorization in the United States. In late-stage clinical studies released last November, Moderna's two-dose regimen of mRNA-1273 led to a vaccine efficacy (VE) of 94.1%. Even though recent studies have shown that VE wanes over time, the initial VE offered by mRNA-1273 has made it one of the two most-popular inoculation options in developed markets.\nAlso working in Moderna's favor is the possibility that COVID-19 vaccines could become a recurring/seasonal thing. Mutations and variations of COVID-19 make it increasingly likely that it'll become an endemic disease. Without the ability to rid COVID-19 from the U.S. and other countries, booster shots may be necessary to combat it. In other words, Moderna's one-hit wonder could become a regular revenue stream.\nOn the other hand, mRNA-1273 is Moderna's only revenue-producing asset, and competition in the vaccine space is only destined to become more crowded. Even if Moderna's vaccine remains toward the top end in terms of efficacy, the sheer volume of doses that need to be administered globally will open the door to other successful drugmakers.\nWhile Leerink's price target is potentially too aggressive to the downside, Moderna does have a lot to prove with a $181 billion market cap and only one marketed drug.\nNow-former CEO Steve Burns standing next to a prototype of the Endurance all-electric. pickup. Image source: Lordstown Motors.\nLordstown Motors: Implied downside of 84%\nOver the next decade, electric vehicles (EVs) could be one of the fastest-growing industries in North America. But Wall Street isn't too keen on one EV manufacturer, in particular: Lordstown Motors (NASDAQ:RIDE).\nAccording to analyst Joseph Spak at RBC Capital, Lordstown is worthy of an underperform rating and a $1 price target. If this price target becomes a reality, Lordstown's shares will have fallen 84%.\nWhereas there was both a clear bull and bear argument to share about Moderna above, the same can't be said of Lordstown Motors. It's been nothing short of a disaster.\nIn March, a number of allegations were levied against the company by short-side firm Hindenburg Research. Although a number of these allegations proved to be without merit, a committee formed by Lordstown's independent directors found that the company had exaggerated the number of pre-orders of its Endurance EV pickup. Both Lordstown's CEO Steve Burns and CFO Julio Rodriguez resigned in the wake of these findings.\nTo make matters worse, Lordstown Motors may not have enough capital to survive the next year. It costs a pretty penny to build a new automaker from the ground up. Even though the company ended June with $366 million in cash, it reported a second-quarter loss of $108 million.\nThe real issue, as my auto-focused colleague John Rosevear notes, is that the company's Endurance pickup isn't anywhere close to being on schedule. Lordstown will probably see Endurance deliveries to customers commence in the second quarter of 2022, which doesn't exactly align with the idea put forward by the company that production would begin in September.\nWith few avenues to raise cash and lukewarm demand for Endurance, a $1 price target may even prove too generous.\nImage source: Getty Images.\nAMC Entertainment: Implied downside of 98%\nAnd then there was meme stock kingpin AMC Entertainment (NYSE:AMC). AMC shouldn't be a surprise on this list, as the most bullish investment bank on Wall Street sees the company losing nearly 70% of its value, as of this past weekend. On the other end of the spectrum, Alan Gould at Loop Capital foresees AMC eventually heading back to $1 a share. That would be a decline of 98%, for those of you keeping score at home.\nThe reason AMC has shot out of a cannon and pushed well beyond Wall Street's collective price targets is the unwavering support of retail investors who believe it'll undergo another short squeeze. This is a very short-term event whereby pessimists who are betting against a stock (i.e., short-sellers) run for the exit at the same time. Since short-sellers have to buy shares to cover their short positions, it can cause a rising stock price to briefly go parabolic.\nBut as Gould and other analysts have noted with AMC, the numbers don't add up. While it's impossible to pinpoint when emotion will stop being the driving force behind AMC, the operating performance of a company and its balance sheet always dictate the long-term price performance of a company's stock. In this respect, the movie-theater industry has been in a nearly two-decade decline, with streaming services siphoning off moviegoers and AMC building up share in an industry where the proverbial pie is getting smaller.\nThe far greater concern for AMC is the amount of leverage it took on to survive the pandemic. Although the company ended June with $2.023 billion in liquidity ($1.81 billion of which is cash), it's also sitting on nearly $5.5 billion in corporate debt, $420 million in deferred rent, and close to $4.9 billion in lease liabilities.\nBy the end of 2023, the company expects to lay out $2.51 billion, at minimum, for lease liabilities and will likely have to repay its $420 million in back rent. That's $2.9 billion in upcoming payments over a 30-month period for a company that's still burning cash and has only $2 billion in liquidity.\nTo boot, AMC's retail investors won't approve any additional share offerings, leaving the company with no avenues to further raise capital. As with Lordstown, even a $1 price target might be generous when given enough time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954896719,"gmtCreate":1676194195032,"gmtModify":1676194198884,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9954896719","repostId":"2310356099","repostType":2,"repost":{"id":"2310356099","kind":"highlight","pubTimestamp":1676179451,"share":"https://ttm.financial/m/news/2310356099?lang=&edition=fundamental","pubTime":"2023-02-12 13:24","market":"us","language":"en","title":"The Smartest Investors Are Buying These 3 Beaten-Down Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2310356099","media":"Motley Fool","summary":"These stocks have all declined over the last year, but they are looking like good values now.","content":"<html><head></head><body><p>Probably the most outstanding single quality that smart investors share is patience. The best-known smart investor of them all, Warren Buffett, famously doesn&#39;t try to time the market. Instead, his core strategy is to buy quality stocks at reasonable valuations -- and his holdings include positions in the first two companies discussed here.</p><p>In the case of each of these three stocks, the buy thesis now pretty much requires investors to overlook their near-term negatives in favor of their long-term positives. <a href=\"https://laohu8.com/S/AAPL\">Apple </a>, <a href=\"https://laohu8.com/S/UPS\">UPS </a>, and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> all face earnings headwinds in 2023, but they will likely emerge stronger from any recession that coult potentially kick off this year. Here&#39;s why.</p><h2>1. <a href=\"https://laohu8.com/S/AAPL\">Apple</a> is improving its earnings quality</h2><p>A combination of supply chain disruptions, a weakening environment for consumer discretionary spending, and adverse foreign currency exchange movements hit Apple in calendar 2022, and some of those issues are likely to extend well into 2023. That said, Apple&#39;s dominant position in the U.S. smartphone market and its opportunity to grow sales and market share worldwide as the number of smartphone users increases haven&#39;t gone away. Moreover, the underlying growth of its higher-margin services business is improving the quality of its earnings.</p><p>While product revenue fell 8% year over year in its recently reported first quarter of fiscal 2023, its services revenue rose 6.4%. It would have increased by closer to 13% without the negative impact of foreign currency exchange rates. The growth of Apple&#39;s services revenue (which comes with a gross margin of nearly 71% compared to around 36% for its products segment) is improving Apple&#39;s long-term margin profile. Moreover, services now provide about 20% of Apple&#39;s total revenue (based on its fiscal 2022 results).</p><p>Finally, as CFO Luca Maestri noted during the fiscal Q1 2023 earnings call, &#34;our installed base of active devices grew double digits and achieved all-time records in each geographic segment and in each major product category.&#34; That&#39;s likely to improve Apple&#39;s potential to grow its service revenue.</p><h2>2. <a href=\"https://laohu8.com/S/UPS\">United Parcel Service</a> is focusing on more-profitable deliveries</h2><p>Another example of a company that is facing near-term headwinds but also significantly improving its business is UPS. The company&#39;s revenue declined 2.7% in the fourth quarter of 2022, and CFO Brian Newman said he expects that in 2023, average daily volume in its U.S. domestic segment will be &#34;down slightly,&#34; and average daily volume and revenue in its international segment will decline by low single-digit percentages.</p><p>Still, note that Newman also said U.S. domestic segment revenue would <i>increase </i>by a low single-digit percentage despite that declining volume. That projection speaks to the underlying operational improvements UPS has been making. In a nutshell, management&#39;s transformational strategy to grow revenue from targeted end markets such as small and medium-sized businesses (SMBs) and the healthcare industry is working.</p><p>Meanwhile, the company&#39;s emphasis on focusing on more-profitable deliveries -- which also entails reducing its lower-margin deliveries for <b>Amazon.com</b> -- means continuing &#34;a mutually agreed path to glide that business down in 2023,&#34; according to Newman.</p><p>As such, UPS should continue to improve its underlying profitability even if a recession in 2023 leads to a revenue decline.</p><p>Management&#39;s guidance for $8 billion in free cash flow (FCF) in 2023 would put UPS on a price-to-forward-FCF ratio of almost 21. That&#39;s a reasonable multiple if the company&#39;s earnings hit a trough this year and recover in the coming years, driven by underlying growth in SMBs, healthcare, and more-profitable e-commerce deliveries.</p><h2>3. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>&#39;s wins will come from the cloud</h2><p>The case for buying Alphabet is relatively simple. Solid but slowing growth in its Google services (Search, YouTube ads, and Google Network) will be balanced by the ongoing growth of Google Cloud as it marches toward profitability -- a business in which Alphabet has &#34;really been investing ahead of our revenues,&#34; CFO Ruth Porat said on its recent Q4 earnings call.</p><p>The Google Cloud strategy makes perfect sense considering the potential for long-term cash generation from recurring revenue from customers that are likely to stay with Google Cloud on a multiyear basis.</p><p>As for Google&#39;s other services, if there&#39;s a recession, that will hurt advertising revenue across the board, and the headline figure of a 2% decline in search revenue in the fourth quarter doesn&#39;t look good. Still, in that quarter, Alphabet&#39;s earnings were also pressured by adverse foreign exchange movements. Excluding the impact of those currency exchange headwinds, search revenues &#34;delivered moderate underlying growth in Q4,&#34; according to Porat. Moreover, Google&#39;s overall revenue growth of just 1% was 7% in constant currency.</p><p>All told, Alphabet can look ahead to a year of solid but unspectacular growth. At the same time, Google Cloud is moving toward profitability, and Wall Street expects an incredible $70 billion in FCF, putting it on a forward-price-to-FCF multiple of 19. That&#39;s a good multiple for a company with Alphabet&#39;s long-term growth prospects.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Smartest Investors Are Buying These 3 Beaten-Down Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Smartest Investors Are Buying These 3 Beaten-Down Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-12 13:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/11/the-smartest-investors-are-buying-these-3-beaten-d/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Probably the most outstanding single quality that smart investors share is patience. The best-known smart investor of them all, Warren Buffett, famously doesn't try to time the market. Instead, his ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/11/the-smartest-investors-are-buying-these-3-beaten-d/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","UPS":"联合包裹","BK4211":"区域性银行","AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/02/11/the-smartest-investors-are-buying-these-3-beaten-d/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310356099","content_text":"Probably the most outstanding single quality that smart investors share is patience. The best-known smart investor of them all, Warren Buffett, famously doesn't try to time the market. Instead, his core strategy is to buy quality stocks at reasonable valuations -- and his holdings include positions in the first two companies discussed here.In the case of each of these three stocks, the buy thesis now pretty much requires investors to overlook their near-term negatives in favor of their long-term positives. Apple , UPS , and Alphabet all face earnings headwinds in 2023, but they will likely emerge stronger from any recession that coult potentially kick off this year. Here's why.1. Apple is improving its earnings qualityA combination of supply chain disruptions, a weakening environment for consumer discretionary spending, and adverse foreign currency exchange movements hit Apple in calendar 2022, and some of those issues are likely to extend well into 2023. That said, Apple's dominant position in the U.S. smartphone market and its opportunity to grow sales and market share worldwide as the number of smartphone users increases haven't gone away. Moreover, the underlying growth of its higher-margin services business is improving the quality of its earnings.While product revenue fell 8% year over year in its recently reported first quarter of fiscal 2023, its services revenue rose 6.4%. It would have increased by closer to 13% without the negative impact of foreign currency exchange rates. The growth of Apple's services revenue (which comes with a gross margin of nearly 71% compared to around 36% for its products segment) is improving Apple's long-term margin profile. Moreover, services now provide about 20% of Apple's total revenue (based on its fiscal 2022 results).Finally, as CFO Luca Maestri noted during the fiscal Q1 2023 earnings call, \"our installed base of active devices grew double digits and achieved all-time records in each geographic segment and in each major product category.\" That's likely to improve Apple's potential to grow its service revenue.2. United Parcel Service is focusing on more-profitable deliveriesAnother example of a company that is facing near-term headwinds but also significantly improving its business is UPS. The company's revenue declined 2.7% in the fourth quarter of 2022, and CFO Brian Newman said he expects that in 2023, average daily volume in its U.S. domestic segment will be \"down slightly,\" and average daily volume and revenue in its international segment will decline by low single-digit percentages.Still, note that Newman also said U.S. domestic segment revenue would increase by a low single-digit percentage despite that declining volume. That projection speaks to the underlying operational improvements UPS has been making. In a nutshell, management's transformational strategy to grow revenue from targeted end markets such as small and medium-sized businesses (SMBs) and the healthcare industry is working.Meanwhile, the company's emphasis on focusing on more-profitable deliveries -- which also entails reducing its lower-margin deliveries for Amazon.com -- means continuing \"a mutually agreed path to glide that business down in 2023,\" according to Newman.As such, UPS should continue to improve its underlying profitability even if a recession in 2023 leads to a revenue decline.Management's guidance for $8 billion in free cash flow (FCF) in 2023 would put UPS on a price-to-forward-FCF ratio of almost 21. That's a reasonable multiple if the company's earnings hit a trough this year and recover in the coming years, driven by underlying growth in SMBs, healthcare, and more-profitable e-commerce deliveries.3. Alphabet's wins will come from the cloudThe case for buying Alphabet is relatively simple. Solid but slowing growth in its Google services (Search, YouTube ads, and Google Network) will be balanced by the ongoing growth of Google Cloud as it marches toward profitability -- a business in which Alphabet has \"really been investing ahead of our revenues,\" CFO Ruth Porat said on its recent Q4 earnings call.The Google Cloud strategy makes perfect sense considering the potential for long-term cash generation from recurring revenue from customers that are likely to stay with Google Cloud on a multiyear basis.As for Google's other services, if there's a recession, that will hurt advertising revenue across the board, and the headline figure of a 2% decline in search revenue in the fourth quarter doesn't look good. Still, in that quarter, Alphabet's earnings were also pressured by adverse foreign exchange movements. Excluding the impact of those currency exchange headwinds, search revenues \"delivered moderate underlying growth in Q4,\" according to Porat. Moreover, Google's overall revenue growth of just 1% was 7% in constant currency.All told, Alphabet can look ahead to a year of solid but unspectacular growth. At the same time, Google Cloud is moving toward profitability, and Wall Street expects an incredible $70 billion in FCF, putting it on a forward-price-to-FCF multiple of 19. That's a good multiple for a company with Alphabet's long-term growth prospects.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916720262,"gmtCreate":1664682453856,"gmtModify":1676537493924,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Inflation still high, strong USD that may lead to poor earnings in the coming QR, Global growth slow down, weakening currencies other than the US, floods, disasters, conflicts... all causing market uncertainties? So market in&nbsp;October still wild &amp;&nbsp;uncertain as in previous month?&nbsp;[Facepalm]&nbsp;","listText":"Inflation still high, strong USD that may lead to poor earnings in the coming QR, Global growth slow down, weakening currencies other than the US, floods, disasters, conflicts... all causing market uncertainties? So market in&nbsp;October still wild &amp;&nbsp;uncertain as in previous month?&nbsp;[Facepalm]&nbsp;","text":"Inflation still high, strong USD that may lead to poor earnings in the coming QR, Global growth slow down, weakening currencies other than the US, floods, disasters, conflicts... all causing market uncertainties? So market in October still wild & uncertain as in previous month? [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9916720262","repostId":"2271971706","repostType":4,"repost":{"id":"2271971706","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1664551545,"share":"https://ttm.financial/m/news/2271971706?lang=&edition=fundamental","pubTime":"2022-09-30 23:25","market":"us","language":"en","title":"U.S. Investors Brace for More Wild Market Gyrations After Dizzying Q3","url":"https://stock-news.laohu8.com/highlight/detail?id=2271971706","media":"Reuters","summary":"(Reuters) - In a year of wild market swings, the third quarter of 2022 was a time when events took a","content":"<html><head></head><body><p>(Reuters) - In a year of wild market swings, the third quarter of 2022 was a time when events took a truly extraordinary turn.</p><p>As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, U.S. Treasury yields shot to their highest levels in more than a decade and stocks reversed a summer rally to plumb fresh depths.</p><p>The S&amp;P 500 is down nearly 24% year-to-date, while yields on the benchmark 10 year Treasury note, which move inversely to bond prices, recently hit their highest level since 2008.</p><p>Outside the United States, the soaring dollar spurred big declines in global currencies, pushing Japan to support the yen for the first time in years. A slump in British government bond prices, meanwhile, forced the Bank of England to carry out temporary purchases of long-dated gilts. Many investors are looking to the next three months with trepidation, betting the selloff in U.S. stocks will continue until there are signs the Fed is winning its battle against inflation. Yet the last quarter of the year has often been a beneficial time for U.S. equities, spurring hopes that markets may have already seen the worst of the selloff.</p><h3>PASS THE DIP</h3><p>The strategy of buying stock market dips yielded rich rewards for investors in the past but failed badly in 2022: the S&amp;P 500 has rallied by 6% or more four times this year and went on to make a fresh low in each instance.</p><p>The third quarter saw the index rise by nearly 14% before reversing to make a fresh two-year low in September after investors recalibrated their expectations for even more aggressive Fed tightening.</p><h3>LOOK OUT BELOW?</h3><p>With several big Wall Street banks expecting the benchmark index to end the year below current levels - Bank of America and Goldman Sachs both recently published year-end targets of 3,600 - the outlook for dip-buying remains murky.</p><p>In addition, the current bear market, which has so far lasted 268 days and notched a peak-to-trough decline of about 24%, is still relatively short and shallow compared with past drops. Since 1950, the average bear market has lasted 391 days with an average peak-to-trough drop of 35.6%, according to Yardeni Research.</p><h3>LOOK TO BONDS</h3><p>Though equities have been volatile, the gyrations in bond markets have been comparatively worse.</p><p>The ICE BofAML U.S. Bond Market Option Volatility Estimate Index shot to its highest level since March 2020 as the ICE BofA US Treasury index is on track for its biggest annual drop on record.</p><p>By comparison, the Cboe Volatility Index - the so-called Wall Street &#34;fear gauge&#34; - has failed to scale its March peak.</p><p>Some investors believe stock turbulence will continue until bond markets calm down.</p><p>&#34;I think there is a good scenario where once we get through the bond market violence, we get to a more tradable bottom (for stocks),&#34; said Michael Purves, chief executive at Tallbacken Capital Advisors in New York.</p><h3>…AND THE DOLLAR</h3><p>Soaring U.S. interest rates, a relatively robust American economy and investors&#39; reach for safe haven amidst a rise in financial market volatility has boosted the U.S. dollar – to the detriment of other global currencies.</p><p>The greenback is up about 7% for the quarter against a basket of currencies and stands near its highest level since May 2002. The dollar’s strength has the Bank of Japan to shore up the yen through interventions while also presenting an earnings headwind for U.S. corporates.</p><p>&#34;Market risk-takers are grappling with the double-barreled threat of persistent dollar strength and dramatically higher interest rates,&#34; Jack Ablin, chief investment officer at Cresset Capital, said in a note.</p><h3>EARNINGS TEST</h3><p>Third quarter earnings may present another obstacle to markets, as companies factor in everything from dollar-fueled currency headwinds to supply chain issues.</p><p>Analysts have become more downbeat on third quarter profit growth, with consensus estimates falling to 4.6% from 7.2% in early August, according to Refinitiv IBES. So far, that is only slightly worse than the median 2.2 percentage point decline ahead of reporting periods historically, yet warnings from companies such as FedEX and Ford have hinted at the possibility of more pain to come.</p><h3>&#39;TIS THE SEASON</h3><p>The calendar may offer weary stock investors some hope.</p><p>The fourth quarter is historically the best period for returns for major U.S. stock indexes, with the S&amp;P 500 averaging a 4.2% gain since 1949, according to the Stock Trader&#39;s Almanac.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Investors Brace for More Wild Market Gyrations After Dizzying Q3</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Investors Brace for More Wild Market Gyrations After Dizzying Q3\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-30 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - In a year of wild market swings, the third quarter of 2022 was a time when events took a truly extraordinary turn.</p><p>As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, U.S. Treasury yields shot to their highest levels in more than a decade and stocks reversed a summer rally to plumb fresh depths.</p><p>The S&amp;P 500 is down nearly 24% year-to-date, while yields on the benchmark 10 year Treasury note, which move inversely to bond prices, recently hit their highest level since 2008.</p><p>Outside the United States, the soaring dollar spurred big declines in global currencies, pushing Japan to support the yen for the first time in years. A slump in British government bond prices, meanwhile, forced the Bank of England to carry out temporary purchases of long-dated gilts. Many investors are looking to the next three months with trepidation, betting the selloff in U.S. stocks will continue until there are signs the Fed is winning its battle against inflation. Yet the last quarter of the year has often been a beneficial time for U.S. equities, spurring hopes that markets may have already seen the worst of the selloff.</p><h3>PASS THE DIP</h3><p>The strategy of buying stock market dips yielded rich rewards for investors in the past but failed badly in 2022: the S&amp;P 500 has rallied by 6% or more four times this year and went on to make a fresh low in each instance.</p><p>The third quarter saw the index rise by nearly 14% before reversing to make a fresh two-year low in September after investors recalibrated their expectations for even more aggressive Fed tightening.</p><h3>LOOK OUT BELOW?</h3><p>With several big Wall Street banks expecting the benchmark index to end the year below current levels - Bank of America and Goldman Sachs both recently published year-end targets of 3,600 - the outlook for dip-buying remains murky.</p><p>In addition, the current bear market, which has so far lasted 268 days and notched a peak-to-trough decline of about 24%, is still relatively short and shallow compared with past drops. Since 1950, the average bear market has lasted 391 days with an average peak-to-trough drop of 35.6%, according to Yardeni Research.</p><h3>LOOK TO BONDS</h3><p>Though equities have been volatile, the gyrations in bond markets have been comparatively worse.</p><p>The ICE BofAML U.S. Bond Market Option Volatility Estimate Index shot to its highest level since March 2020 as the ICE BofA US Treasury index is on track for its biggest annual drop on record.</p><p>By comparison, the Cboe Volatility Index - the so-called Wall Street &#34;fear gauge&#34; - has failed to scale its March peak.</p><p>Some investors believe stock turbulence will continue until bond markets calm down.</p><p>&#34;I think there is a good scenario where once we get through the bond market violence, we get to a more tradable bottom (for stocks),&#34; said Michael Purves, chief executive at Tallbacken Capital Advisors in New York.</p><h3>…AND THE DOLLAR</h3><p>Soaring U.S. interest rates, a relatively robust American economy and investors&#39; reach for safe haven amidst a rise in financial market volatility has boosted the U.S. dollar – to the detriment of other global currencies.</p><p>The greenback is up about 7% for the quarter against a basket of currencies and stands near its highest level since May 2002. The dollar’s strength has the Bank of Japan to shore up the yen through interventions while also presenting an earnings headwind for U.S. corporates.</p><p>&#34;Market risk-takers are grappling with the double-barreled threat of persistent dollar strength and dramatically higher interest rates,&#34; Jack Ablin, chief investment officer at Cresset Capital, said in a note.</p><h3>EARNINGS TEST</h3><p>Third quarter earnings may present another obstacle to markets, as companies factor in everything from dollar-fueled currency headwinds to supply chain issues.</p><p>Analysts have become more downbeat on third quarter profit growth, with consensus estimates falling to 4.6% from 7.2% in early August, according to Refinitiv IBES. So far, that is only slightly worse than the median 2.2 percentage point decline ahead of reporting periods historically, yet warnings from companies such as FedEX and Ford have hinted at the possibility of more pain to come.</p><h3>&#39;TIS THE SEASON</h3><p>The calendar may offer weary stock investors some hope.</p><p>The fourth quarter is historically the best period for returns for major U.S. stock indexes, with the S&amp;P 500 averaging a 4.2% gain since 1949, according to the Stock Trader&#39;s Almanac.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2271971706","content_text":"(Reuters) - In a year of wild market swings, the third quarter of 2022 was a time when events took a truly extraordinary turn.As the Federal Reserve ratcheted up its monetary policy tightening to tame the worst inflation in decades, U.S. Treasury yields shot to their highest levels in more than a decade and stocks reversed a summer rally to plumb fresh depths.The S&P 500 is down nearly 24% year-to-date, while yields on the benchmark 10 year Treasury note, which move inversely to bond prices, recently hit their highest level since 2008.Outside the United States, the soaring dollar spurred big declines in global currencies, pushing Japan to support the yen for the first time in years. A slump in British government bond prices, meanwhile, forced the Bank of England to carry out temporary purchases of long-dated gilts. Many investors are looking to the next three months with trepidation, betting the selloff in U.S. stocks will continue until there are signs the Fed is winning its battle against inflation. Yet the last quarter of the year has often been a beneficial time for U.S. equities, spurring hopes that markets may have already seen the worst of the selloff.PASS THE DIPThe strategy of buying stock market dips yielded rich rewards for investors in the past but failed badly in 2022: the S&P 500 has rallied by 6% or more four times this year and went on to make a fresh low in each instance.The third quarter saw the index rise by nearly 14% before reversing to make a fresh two-year low in September after investors recalibrated their expectations for even more aggressive Fed tightening.LOOK OUT BELOW?With several big Wall Street banks expecting the benchmark index to end the year below current levels - Bank of America and Goldman Sachs both recently published year-end targets of 3,600 - the outlook for dip-buying remains murky.In addition, the current bear market, which has so far lasted 268 days and notched a peak-to-trough decline of about 24%, is still relatively short and shallow compared with past drops. Since 1950, the average bear market has lasted 391 days with an average peak-to-trough drop of 35.6%, according to Yardeni Research.LOOK TO BONDSThough equities have been volatile, the gyrations in bond markets have been comparatively worse.The ICE BofAML U.S. Bond Market Option Volatility Estimate Index shot to its highest level since March 2020 as the ICE BofA US Treasury index is on track for its biggest annual drop on record.By comparison, the Cboe Volatility Index - the so-called Wall Street \"fear gauge\" - has failed to scale its March peak.Some investors believe stock turbulence will continue until bond markets calm down.\"I think there is a good scenario where once we get through the bond market violence, we get to a more tradable bottom (for stocks),\" said Michael Purves, chief executive at Tallbacken Capital Advisors in New York.…AND THE DOLLARSoaring U.S. interest rates, a relatively robust American economy and investors' reach for safe haven amidst a rise in financial market volatility has boosted the U.S. dollar – to the detriment of other global currencies.The greenback is up about 7% for the quarter against a basket of currencies and stands near its highest level since May 2002. The dollar’s strength has the Bank of Japan to shore up the yen through interventions while also presenting an earnings headwind for U.S. corporates.\"Market risk-takers are grappling with the double-barreled threat of persistent dollar strength and dramatically higher interest rates,\" Jack Ablin, chief investment officer at Cresset Capital, said in a note.EARNINGS TESTThird quarter earnings may present another obstacle to markets, as companies factor in everything from dollar-fueled currency headwinds to supply chain issues.Analysts have become more downbeat on third quarter profit growth, with consensus estimates falling to 4.6% from 7.2% in early August, according to Refinitiv IBES. So far, that is only slightly worse than the median 2.2 percentage point decline ahead of reporting periods historically, yet warnings from companies such as FedEX and Ford have hinted at the possibility of more pain to come.'TIS THE SEASONThe calendar may offer weary stock investors some hope.The fourth quarter is historically the best period for returns for major U.S. stock indexes, with the S&P 500 averaging a 4.2% gain since 1949, according to the Stock Trader's Almanac.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000494","authorId":"9000000000000494","name":"MamieBenson","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000494","authorIdStr":"9000000000000494"},"content":"Don't worry. After the meeting of the Federal Reserve, the stock price will gradually rise. Everything will gradually improve.","text":"Don't worry. After the meeting of the Federal Reserve, the stock price will gradually rise. Everything will gradually improve.","html":"Don't worry. After the meeting of the Federal Reserve, the stock price will gradually rise. Everything will gradually improve."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035643019,"gmtCreate":1647592543965,"gmtModify":1676534248548,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"When the writer commented, FB price was $188.5; but latest price at $207.8 (9.8% up). Market forces at play?&nbsp; If the company doing more buy back, meaning they have confidence in their products to be&nbsp;successful&nbsp;in future then traders and investors shall support it more.&nbsp; Just saying","listText":"When the writer commented, FB price was $188.5; but latest price at $207.8 (9.8% up). Market forces at play?&nbsp; If the company doing more buy back, meaning they have confidence in their products to be&nbsp;successful&nbsp;in future then traders and investors shall support it more.&nbsp; Just saying","text":"When the writer commented, FB price was $188.5; but latest price at $207.8 (9.8% up). Market forces at play? If the company doing more buy back, meaning they have confidence in their products to be successful in future then traders and investors shall support it more. Just saying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035643019","repostId":"1182164187","repostType":4,"repost":{"id":"1182164187","kind":"news","pubTimestamp":1647581389,"share":"https://ttm.financial/m/news/1182164187?lang=&edition=fundamental","pubTime":"2022-03-18 13:29","market":"us","language":"en","title":"Meta Platforms Is Being Dragged Down by Key Flaws in Its Metaverse Plan","url":"https://stock-news.laohu8.com/highlight/detail?id=1182164187","media":"investorplace","summary":"The fall of Meta Platforms(NASDAQ:FB) stock illustrates an important point about today’s market. Fou","content":"<html><head></head><body><p>The fall of <b>Meta Platforms</b>(NASDAQ:<b><u>FB</u></b>) stock illustrates an important point about today’s market. Founders have the power to build, but they also have the power to destroy. FB stock is no different, as its top-heavy power structure puts it at risk of missing opportunities it desperately needs for its metaverse plans.</p><p><img src=\"https://static.tigerbbs.com/2f31d795bb900e1f9f815ccd6fd176fc\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: Blue Planet Studio / Shutterstock.com</p><p>As Facebook, Meta’s huge investments in cloud infrastructure made it a trillion-dollar behemoth. Now, with the name changed and CEO Mark Zuckerberg’s new metaverse vision in place, that value has been cut in half. Meta was trading at $188.50 per share on March 15, a market capitalization of $516 billion. That’s about 13 times last year’s net income of nearly $40 billion.</p><p>Meta has become a cheap stock by almost any measure. It’s now trading more like<b>JPMorgan Chase</b>(NYSE:<b><u>JPM</u></b>) than a tech stock. Investors don’t seem to believe in the company’s vision, but it shows no signs of changing its approach to the metaverse.</p><h2>FB Stock’s Metaverse Dreams in Peril</h2><p>The December quarter saw net income of $10.3 billion,down $500 millionfrom a year earlier. It was considereda disasteron the Street. So far, March looks to be worse. The company is already cancelling employee perks like afree laundry service. Median compensation at the company is nearly$150,000.</p><p>Additionally, the Russian invasion of Ukraine is just the latest in a series of unfortunate events that have hurt social media.<b>Bank of America</b>(NYSE:<b><u>BAC</u></b>) says the war is going tomake it hardfor FB stock to recover lost ground.</p><p>What started the stock falling was the company’s move to put$10 billion per yearinto the metaverse, a software stack supporting virtual and augmented reality. The spending was exorbitant andcut into its profit, and it’s expected to continue for several years.</p><p>Critics like former<b>Nintendoof America</b> (OTCMKTS:<b><u>NTDOY</u></b>) president Reggie Fils-Aime are nowopenly dismissive. Meta’s 20 million VR headsets sold to date would be a single-year figure at Nintendo, he claimed.</p><p>The cash flow needed for the metaverse investment is also under new threats from regulators and the market.<b>ByteDance’s</b>TikTok and even<b>Snap</b>(NYSE:<b><u>SNAP</u></b>) have more cachet among young users.</p><h2>The Road Not Taken</h2><p>There isa way outof this. Meta could rent space in its 15 hyperscale data centers to other companies. As I have written, it is hardware, not software, that made Facebook a Cloud Czar.</p><p><b>Amazon</b> (NASDAQ:<b><u>AMZN</u></b>),<b>Alphabet</b>(NASDAQ:<b><u>GOOGL</u></b>, NASDAQ:<b><u>GOOG</u></b>) and<b>Microsoft</b>(NASDAQ:<b><u>MSFT</u></b>) all bring in billions of dollars renting out cloud capacity.<b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) gets billions directly from users by renting cloud space.</p><p>Meta has never done this. The only services that run on its hardware are Meta services. If the company was willing to rent space, it could bring in the cash flow necessary to make its metaverse plans affordable.</p><p>It won’t. There’s also nothing investors can do to force the issue, because super-voting shares give Zuckerbergabsolute controlof the company. If that power were taken away and that influence were given to other parties, Meta could be in play.</p><h2>The Bottom Line on FB Stock</h2><p>It’s clear that investorsno longer believein Meta’s vision as spearheaded by Mark Zuckerberg.</p><p>Some people believe Facebook innovated the social network. It didn’t. The company’s great innovation wasthe Open Compute Project, whichcut the costsof cloud services and made it affordable using cash flow.</p><p>If the company built smaller data centers nearer users to reduce latency, Meta could rent capacity for cloud gaming, restart growth and make the metaverse affordable. Unfortunately, unless it changes course or updates its leadership structure, the company might not recover soon enough.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Is Being Dragged Down by Key Flaws in Its Metaverse Plan</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms Is Being Dragged Down by Key Flaws in Its Metaverse Plan\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 13:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/meta-platforms-is-being-dragged-down-by-key-flaws-in-its-metaverse-plan/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fall of Meta Platforms(NASDAQ:FB) stock illustrates an important point about today’s market. Founders have the power to build, but they also have the power to destroy. FB stock is no different, as...</p>\n\n<a href=\"https://investorplace.com/2022/03/meta-platforms-is-being-dragged-down-by-key-flaws-in-its-metaverse-plan/\">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://investorplace.com/2022/03/meta-platforms-is-being-dragged-down-by-key-flaws-in-its-metaverse-plan/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182164187","content_text":"The fall of Meta Platforms(NASDAQ:FB) stock illustrates an important point about today’s market. Founders have the power to build, but they also have the power to destroy. FB stock is no different, as its top-heavy power structure puts it at risk of missing opportunities it desperately needs for its metaverse plans.Source: Blue Planet Studio / Shutterstock.comAs Facebook, Meta’s huge investments in cloud infrastructure made it a trillion-dollar behemoth. Now, with the name changed and CEO Mark Zuckerberg’s new metaverse vision in place, that value has been cut in half. Meta was trading at $188.50 per share on March 15, a market capitalization of $516 billion. That’s about 13 times last year’s net income of nearly $40 billion.Meta has become a cheap stock by almost any measure. It’s now trading more likeJPMorgan Chase(NYSE:JPM) than a tech stock. Investors don’t seem to believe in the company’s vision, but it shows no signs of changing its approach to the metaverse.FB Stock’s Metaverse Dreams in PerilThe December quarter saw net income of $10.3 billion,down $500 millionfrom a year earlier. It was considereda disasteron the Street. So far, March looks to be worse. The company is already cancelling employee perks like afree laundry service. Median compensation at the company is nearly$150,000.Additionally, the Russian invasion of Ukraine is just the latest in a series of unfortunate events that have hurt social media.Bank of America(NYSE:BAC) says the war is going tomake it hardfor FB stock to recover lost ground.What started the stock falling was the company’s move to put$10 billion per yearinto the metaverse, a software stack supporting virtual and augmented reality. The spending was exorbitant andcut into its profit, and it’s expected to continue for several years.Critics like formerNintendoof America (OTCMKTS:NTDOY) president Reggie Fils-Aime are nowopenly dismissive. Meta’s 20 million VR headsets sold to date would be a single-year figure at Nintendo, he claimed.The cash flow needed for the metaverse investment is also under new threats from regulators and the market.ByteDance’sTikTok and evenSnap(NYSE:SNAP) have more cachet among young users.The Road Not TakenThere isa way outof this. Meta could rent space in its 15 hyperscale data centers to other companies. As I have written, it is hardware, not software, that made Facebook a Cloud Czar.Amazon (NASDAQ:AMZN),Alphabet(NASDAQ:GOOGL, NASDAQ:GOOG) andMicrosoft(NASDAQ:MSFT) all bring in billions of dollars renting out cloud capacity.Apple(NASDAQ:AAPL) gets billions directly from users by renting cloud space.Meta has never done this. The only services that run on its hardware are Meta services. If the company was willing to rent space, it could bring in the cash flow necessary to make its metaverse plans affordable.It won’t. There’s also nothing investors can do to force the issue, because super-voting shares give Zuckerbergabsolute controlof the company. If that power were taken away and that influence were given to other parties, Meta could be in play.The Bottom Line on FB StockIt’s clear that investorsno longer believein Meta’s vision as spearheaded by Mark Zuckerberg.Some people believe Facebook innovated the social network. It didn’t. The company’s great innovation wasthe Open Compute Project, whichcut the costsof cloud services and made it affordable using cash flow.If the company built smaller data centers nearer users to reduce latency, Meta could rent capacity for cloud gaming, restart growth and make the metaverse affordable. Unfortunately, unless it changes course or updates its leadership structure, the company might not recover soon enough.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000174","authorId":"9000000000000174","name":"KevinKelly","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000174","authorIdStr":"9000000000000174"},"content":"I think the new business they have developed needs results to prove that this company is still very good.","text":"I think the new business they have developed needs results to prove that this company is still very good.","html":"I think the new business they have developed needs results to prove that this company is still very good."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092905282,"gmtCreate":1644503781026,"gmtModify":1676533934315,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Interesting; look like WB hold good stocks and then keep it for long-term. Dividend &amp; capital gains thro' the long haul?","listText":"Interesting; look like WB hold good stocks and then keep it for long-term. Dividend &amp; capital gains thro' the long haul?","text":"Interesting; look like WB hold good stocks and then keep it for long-term. Dividend & capital gains thro' the long haul?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092905282","repostId":"2210593215","repostType":4,"repost":{"id":"2210593215","kind":"highlight","pubTimestamp":1644491666,"share":"https://ttm.financial/m/news/2210593215?lang=&edition=fundamental","pubTime":"2022-02-10 19:14","market":"us","language":"en","title":"These 4 Stocks Make Up Nearly 75% of Warren Buffett's Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=2210593215","media":"Motley Fool","summary":"Diversification isn't necessary if you know what you're doing.","content":"<html><head></head><body><p><b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett is oneof the world&#39;s greatest investors. He&#39;s overseen the creation of more than $700 billion in shareholder value since becoming CEO in 1965, and has led Berkshire&#39;s Class A shares (BRK.A) to an average annual return of greater than 20%. This works out to an aggregate return of better than 3,800,000% since Dec. 31, 1964.</p><p>Yet what might surprise investors is that the Oracle of Omaha, as Buffett has come to be known, isn&#39;t a big fan of diversification. Even though Berkshire Hathaway&#39;s nearly $349 billion investment portfolio held 45 securities as of Sept. 30, nearly three-quarters of the company&#39;s invested assets, as of Feb. 6, were tied up in just four stocks.</p><p><img src=\"https://static.tigerbbs.com/1077c8372814d2b8150e933b4c608005\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</p><h2>Apple: $156.5 billion market value (44.8% of invested assets)</h2><p>Speaking strictly from a nominal basis, tech kingpin <a href=\"https://laohu8.com/S/AAPL\">Apple </a> is, hands down, Buffett&#39;s greatest investment.</p><p>According to the cost basis provided in Berkshire Hathaway&#39;s 2020 shareholder letter, Buffett&#39;s company holds more than 907 million shares of Apple at a cost basis of $34.26 per share. With Apple closing at $172.39 a share last week, it means Buffett&#39;s company is sitting on an unrealized gain of $125.4 billion! Additionally, with the most valuable publicly traded company in the world doling out $0.88 annually as a dividend, Berkshire is raking in nearly $799 million in annual dividend income.</p><p>Buffett has long believed that diversification is only necessary if you don&#39;t know what you&#39;re doing. With close to 45% of Berkshire&#39;s invested assets tied up in Apple, he clearly has faith in Apple&#39;s long-term growth opportunities and CEO Tim Cook.</p><p>For the time being, Apple&#39;s products continue to generate the bulk of its revenue. The iPhone remains the most popular smartphone in the U.S., with the introduction of 5G sending iPhone sales to record levels. The company&#39;s products, ranging from iPhone to Mac and iPad, have created a loyal customer base.</p><p>However, Apple&#39;s future hinges on its ongoing transformation to a service-oriented business. Focusing on higher-margin subscriptions and wearables is the company&#39;s ticket to reducing the revenue lumpiness associated with product replacement cycles.</p><h2>Bank of America: $49.9 billion market value (14.3% of invested assets)</h2><p>Buffett and his investing team are also absolutely crushing it with their stake in money center giant <a href=\"https://laohu8.com/S/BAC\"><b>Bank of America</b> </a>.</p><p>Berkshire Hathaway holds more than 1 billion shares of BofA in its portfolio at an average cost of $14.17 per share. Based on a closing price of $48.28 last week, the Oracle of Omaha is carrying an unrealized gain of $35.2 billion. Further, Bank of America&#39;s $0.84 annual payout is putting nearly $868 million in dividend income into Berkshire Hathaway&#39;s coffers.</p><p>It&#39;s no secret that Buffett loves bank stocks, and there&#39;s plenty of reason for Buffett to be infatuated with BofA. For instance, no money center bank is more interest sensitive than Bank of America. According to the company&#39;s year-end report, a 100-basis-point parallel shift in the interest rate yield curve would increase its net interest income by an estimated $6.5 billion over 12 months. With the Federal Reserve set to raise lending rates multiple times in 2022, BofA is in position to benefit more than any other big bank.</p><p>Bank of America&#39;s digitization efforts are paying off handsomely, too. Over the past three years, the number of digital active users has grown by 5 million to 41 million, with 49% of all transactions completed online or via mobile app in the fourth quarter of 2021, compared to 31% in the comparable quarter three years earlier. This digitization push is allowing BofA to consolidate some of its branches and lower its expenses.</p><p><img src=\"https://static.tigerbbs.com/ed3e6a16841306014bf0cfc3b1697b23\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Image source: American Express.</p><h2>American Express: $28.2 billion market value (8.1% of invested assets)</h2><p>Buffett and his team have a large position in credit services company <a href=\"https://laohu8.com/S/AXP\"><b>American Express</b> </a> as well.</p><p>AmEx, as the company is more commonly known, has been a continuous holding in Berkshire&#39;s portfolio since 1993. With American Express closing at $185.85 last week and Berkshire sporting an average cost basis of only $8.49 a share, it means the Oracle of Omaha has gained almost 2,100%, or close to $26.9 billion. Berkshire Hathaway is also on pace to collect almost $261 million in dividend income from AmEx this year.</p><p>American Express fits right in with Buffett&#39;s theme of buying cyclical businesses that get better over time. AmEx is both a processor of credit payments and a lender. Though both segments take a hit when recessions inevitably arise, periods of economic expansion last significantly longer than contractions and recessions. Buffett has played a numbers game with AmEx that&#39;s allowed his company&#39;s initial investment to grow more than 20-fold (not counting the dividends paid).</p><p>AmEx&#39;s ability to court affluent clientele is another reason for its abundant long-term success. The well-to-do are less likely to change their spending habits during modest economic contractions. Essentially, American Express is less prone to spending fluctuations than most credit lenders.</p><p><img src=\"https://static.tigerbbs.com/299023e9f7694c143fc3162fbb154afa\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Coca-Cola.</p><h2>Coca-Cola: $24.4 billion market value (7% of invested assets)</h2><p>The fourth stock Buffett has piled into is global beverage behemoth <a href=\"https://laohu8.com/S/KO\"><b>Coca-Cola</b> </a>.</p><p>Coke is Berkshire Hathaway&#39;s longest-tenured investment. It&#39;s been a continuous holding since 1988 and has a cost basis of just $3.25 a share. With a closing price of $60.96 last weekend, it means Buffett&#39;s investment has increased more than 1,700%, with around $23.1 billion in unrealized gains, not counting dividends.</p><p>Speaking of which, Coke&#39;s $1.68 annual payout works out to a yield on cost (i.e., the annual payout relative to Berkshire&#39;s cost basis for Coca-Cola) of 52%! Buffett&#39;s company is on pace to collect $672 million in dividend income this year from Coke -- albeit this figure will likely head higher with Coca-Cola expected to increase its payout for a 60th consecutive year.</p><p>Coca-Cola&#39;s investing allure comes from its geographic diversity and brand appeal. In terms of the former, Coke sells its products in all but two countries worldwide (Cuba and North Korea). This allows it to take advantage of the steady cash flow associated with developed markets, and the growth opportunities afforded by emerging markets.</p><p>As for brand appeal, few if any consumer goods brands are better when it comes to marketing. Coke has leaned on everything from holiday tie-ins to digital marketing campaigns to bridge generational gaps and engage with consumers.</p><p>It&#39;s become one of the safest stocks to invest in on the planet.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 4 Stocks Make Up Nearly 75% of Warren Buffett's Portfolio</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\">\nThese 4 Stocks Make Up Nearly 75% of Warren Buffett's Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-10 19:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/10/4-stocks-make-up-75-of-warren-buffetts-portfolio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett is oneof the world's greatest investors. He's overseen the creation of more than $700 billion in shareholder value since becoming CEO in ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/10/4-stocks-make-up-75-of-warren-buffetts-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4166":"消费信贷","BK4538":"云计算","BK4501":"段永平概念","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4566":"资本集团","ORCL":"甲骨文","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","AAPL":"苹果","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BAC":"美国银行","BK4170":"电脑硬件、储存设备及电脑周边","BK4176":"多领域控股","BK4553":"喜马拉雅资本持仓","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4207":"综合性银行","KO":"可口可乐","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","AXP":"美国运通","BK4177":"软饮料","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/02/10/4-stocks-make-up-75-of-warren-buffetts-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210593215","content_text":"Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) CEO Warren Buffett is oneof the world's greatest investors. He's overseen the creation of more than $700 billion in shareholder value since becoming CEO in 1965, and has led Berkshire's Class A shares (BRK.A) to an average annual return of greater than 20%. This works out to an aggregate return of better than 3,800,000% since Dec. 31, 1964.Yet what might surprise investors is that the Oracle of Omaha, as Buffett has come to be known, isn't a big fan of diversification. Even though Berkshire Hathaway's nearly $349 billion investment portfolio held 45 securities as of Sept. 30, nearly three-quarters of the company's invested assets, as of Feb. 6, were tied up in just four stocks.Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.Apple: $156.5 billion market value (44.8% of invested assets)Speaking strictly from a nominal basis, tech kingpin Apple  is, hands down, Buffett's greatest investment.According to the cost basis provided in Berkshire Hathaway's 2020 shareholder letter, Buffett's company holds more than 907 million shares of Apple at a cost basis of $34.26 per share. With Apple closing at $172.39 a share last week, it means Buffett's company is sitting on an unrealized gain of $125.4 billion! Additionally, with the most valuable publicly traded company in the world doling out $0.88 annually as a dividend, Berkshire is raking in nearly $799 million in annual dividend income.Buffett has long believed that diversification is only necessary if you don't know what you're doing. With close to 45% of Berkshire's invested assets tied up in Apple, he clearly has faith in Apple's long-term growth opportunities and CEO Tim Cook.For the time being, Apple's products continue to generate the bulk of its revenue. The iPhone remains the most popular smartphone in the U.S., with the introduction of 5G sending iPhone sales to record levels. The company's products, ranging from iPhone to Mac and iPad, have created a loyal customer base.However, Apple's future hinges on its ongoing transformation to a service-oriented business. Focusing on higher-margin subscriptions and wearables is the company's ticket to reducing the revenue lumpiness associated with product replacement cycles.Bank of America: $49.9 billion market value (14.3% of invested assets)Buffett and his investing team are also absolutely crushing it with their stake in money center giant Bank of America .Berkshire Hathaway holds more than 1 billion shares of BofA in its portfolio at an average cost of $14.17 per share. Based on a closing price of $48.28 last week, the Oracle of Omaha is carrying an unrealized gain of $35.2 billion. Further, Bank of America's $0.84 annual payout is putting nearly $868 million in dividend income into Berkshire Hathaway's coffers.It's no secret that Buffett loves bank stocks, and there's plenty of reason for Buffett to be infatuated with BofA. For instance, no money center bank is more interest sensitive than Bank of America. According to the company's year-end report, a 100-basis-point parallel shift in the interest rate yield curve would increase its net interest income by an estimated $6.5 billion over 12 months. With the Federal Reserve set to raise lending rates multiple times in 2022, BofA is in position to benefit more than any other big bank.Bank of America's digitization efforts are paying off handsomely, too. Over the past three years, the number of digital active users has grown by 5 million to 41 million, with 49% of all transactions completed online or via mobile app in the fourth quarter of 2021, compared to 31% in the comparable quarter three years earlier. This digitization push is allowing BofA to consolidate some of its branches and lower its expenses.Image source: American Express.American Express: $28.2 billion market value (8.1% of invested assets)Buffett and his team have a large position in credit services company American Express  as well.AmEx, as the company is more commonly known, has been a continuous holding in Berkshire's portfolio since 1993. With American Express closing at $185.85 last week and Berkshire sporting an average cost basis of only $8.49 a share, it means the Oracle of Omaha has gained almost 2,100%, or close to $26.9 billion. Berkshire Hathaway is also on pace to collect almost $261 million in dividend income from AmEx this year.American Express fits right in with Buffett's theme of buying cyclical businesses that get better over time. AmEx is both a processor of credit payments and a lender. Though both segments take a hit when recessions inevitably arise, periods of economic expansion last significantly longer than contractions and recessions. Buffett has played a numbers game with AmEx that's allowed his company's initial investment to grow more than 20-fold (not counting the dividends paid).AmEx's ability to court affluent clientele is another reason for its abundant long-term success. The well-to-do are less likely to change their spending habits during modest economic contractions. Essentially, American Express is less prone to spending fluctuations than most credit lenders.Image source: Coca-Cola.Coca-Cola: $24.4 billion market value (7% of invested assets)The fourth stock Buffett has piled into is global beverage behemoth Coca-Cola .Coke is Berkshire Hathaway's longest-tenured investment. It's been a continuous holding since 1988 and has a cost basis of just $3.25 a share. With a closing price of $60.96 last weekend, it means Buffett's investment has increased more than 1,700%, with around $23.1 billion in unrealized gains, not counting dividends.Speaking of which, Coke's $1.68 annual payout works out to a yield on cost (i.e., the annual payout relative to Berkshire's cost basis for Coca-Cola) of 52%! Buffett's company is on pace to collect $672 million in dividend income this year from Coke -- albeit this figure will likely head higher with Coca-Cola expected to increase its payout for a 60th consecutive year.Coca-Cola's investing allure comes from its geographic diversity and brand appeal. In terms of the former, Coke sells its products in all but two countries worldwide (Cuba and North Korea). This allows it to take advantage of the steady cash flow associated with developed markets, and the growth opportunities afforded by emerging markets.As for brand appeal, few if any consumer goods brands are better when it comes to marketing. Coke has leaned on everything from holiday tie-ins to digital marketing campaigns to bridge generational gaps and engage with consumers.It's become one of the safest stocks to invest in on the planet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091627897322240","authorId":"4091627897322240","name":"May168","avatar":"https://static.tigerbbs.com/e7814d9dbbebfd7d55db30062d9856e7","crmLevel":2,"crmLevelSwitch":0,"idStr":"4091627897322240","authorIdStr":"4091627897322240"},"content":"dividend is reinvested. WB doesn't believe in giving out div","text":"dividend is reinvested. WB doesn't believe in giving out div","html":"dividend is reinvested. WB doesn't believe in giving out div"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090880921,"gmtCreate":1643151620210,"gmtModify":1676533778241,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"EPS up but its price still down? Weak market sentiment.","listText":"EPS up but its price still down? Weak market sentiment.","text":"EPS up but its price still down? Weak market sentiment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090880921","repostId":"2206855563","repostType":2,"repost":{"id":"2206855563","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1643148154,"share":"https://ttm.financial/m/news/2206855563?lang=&edition=fundamental","pubTime":"2022-01-26 06:02","market":"hk","language":"en","title":"Microsoft Q2 EPS $2.48 Beats $2.31 Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2206855563","media":"Benzinga","summary":"-Reuters","content":"<html><body><p>-Reuters</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Q2 EPS $2.48 Beats $2.31 Estimate</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\">\nMicrosoft Q2 EPS $2.48 Beats $2.31 Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-26 06:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>-Reuters</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","QTWO":"Q2 Holdings Inc"},"source_url":"https://www.benzinga.com/news/earnings/22/01/25221284/microsoft-q2-eps-2-48-beats-2-31-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206855563","content_text":"-Reuters","news_type":1},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583377018896117","authorId":"3583377018896117","name":"bernardtayet","avatar":"https://static.tigerbbs.com/43e8c1fc37a4bff2a94af98953cff267","crmLevel":5,"crmLevelSwitch":1,"idStr":"3583377018896117","authorIdStr":"3583377018896117"},"content":"Yes, fully agreed. Shares will rise again.","text":"Yes, fully agreed. Shares will rise again.","html":"Yes, fully agreed. Shares will rise again."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944526095,"gmtCreate":1681941814017,"gmtModify":1681941817605,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944526095","repostId":"1142454761","repostType":4,"repost":{"id":"1142454761","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1681917313,"share":"https://ttm.financial/m/news/1142454761?lang=&edition=fundamental","pubTime":"2023-04-19 23:15","market":"us","language":"en","title":"Top Calls on Wall Street: Netflix, Apple, Tesla, Meta, Western Alliance, Exxon and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1142454761","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Wednesday:UBS upgrades Netflix to buy from neutralUBS u","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Wednesday:</p><h2 style=\"text-align: start;\">UBS upgrades Netflix to buy from neutral</h2><p>UBS upgraded the streaming giant after its mixed earnings report on Tuesday and says it sees upside to subscribers and pricing power.</p><blockquote>“We see Netflix as the main beneficiary of easing competition in DTC as peers focus on profits. We believe this will drive upside to subs/pricing power in the coming yrs while also keeping a lid on content costs, one of the biggest swing factors for profits/FCF.”</blockquote><h2 style=\"text-align: start;\">JPMorgan reiterates Apple as overweight</h2><p>JPMorgan raised its price target on Apple to $190 per share from $175 and says it’s bullish heading into earnings on May 4.</p><blockquote>“We see a divergence of the upcoming earnings print in relation to estimate revisions and share price implications, as fundamental weakness in the hardware categories, driven by a pullback in consumer spending, will drive consensus estimates lower, but the magnitude of the downward revision being limited to a couple of percentage points will reinforce positioning of the shares for resilience.”</blockquote><h2 style=\"text-align: start;\">Guggenheim reiterates Tesla as sell</h2><p>Guggenheim says it’s standing by its sell rating on the stock heading into earnings on Wednesday after the bell.</p><blockquote>“As with any quarter, investors remain focused on gross margins as both a sign of unit economics, but also TSLA exceptionalism vs. automotive peers.”</blockquote><h2 style=\"text-align: start;\">Bank of America reiterates Meta as buy</h2><p>Bank of America says it likes “self-help stocks in an uncertain macro.” The firm also raised its price target to $250 per share from $230.</p><blockquote>“While we think ’23 recession uncertainty is likely to keep a lid on sector revenue estimates, we like Meta’s revenue set up for potential acceleration aided by Reels &amp; messaging monetization, AI/ML targeting benefits.”</blockquote><h2 style=\"text-align: start;\">Wolfe reiterates Meta as outperform</h2><p>Wolfe says Meta is a top pick heading into earnings and that its valuation is compelling.</p><blockquote>“We think 1Q results and 2Q guide should reflect relatively stable demand environment and progress on growth initiatives / cost savings.”</blockquote><h2 style=\"text-align: start;\">Wolfe reiterates Amazon as outperform</h2><p>Wolfe says it’s standing by its outperform rating on the stock heading into earnings next week.</p><blockquote>“AMZN’s 1Q results should be largely within the prior guidance ranges. Retail margins should improve nicely, but focus is on AWS growth trajectory, which we expect to decelerate.”</blockquote><h2 style=\"text-align: start;\">Bank of America reiterates Nvidia as buy</h2><p>Bank of America raised its price target on the AI beneficiary to $340 per share from $310.</p><blockquote>“Our positive view on Nvidia is based on its underappreciated transformation from a traditional PC graphics chip vendor, into a supplier into high-end gaming, enterprise graphics, cloud, accelerated computing and automotive markets.”</blockquote><h2 style=\"text-align: start;\">RBC downgrades Rivian to sector perform from outperform</h2><p>RBC said in its downgrade of the electric vehicle company that it sees “limited” near term catalysts.</p><blockquote>“RIVN is well positioned to capture market share as the industry shift towards electrification, and we continue to believe its clean-sheet approach and vertical integration will allow for higher margins at scale.”</blockquote><h2 style=\"text-align: start;\">Wedbush upgrades Western Alliance Bancorporation to outperform from neutral</h2><p>Wedbush upgraded the regional bank due to rebounding deposits.</p><blockquote>“We’re upgrading WAL to OUTPERFORM and adding it to the Wedbush Best Ideas List as deposit outflows in March have partially reversed and WAL’s higher level of insured deposits at 73% should help support deposit levels going forward, in our view.”</blockquote><h2 style=\"text-align: start;\">UBS upgrades Exxon to buy from neutral</h2><p>UBS said in its upgrade of the oil and gas giant that it likes the company’s balance sheet.</p><blockquote>“For XOM, our positive outlook is driven by high margin upstream volume growth 2%/3% above 2024/25 Consensus that are paired annual Downstream/Chemicals capacity additions, while maintaining capex at $20-25Bn/yr.”</blockquote><h2 style=\"text-align: start;\">KeyBanc initiates Peloton as sector weight</h2><p>KeyBanc said in its initiation of the exercise company that there’s too much uncertainty.</p><blockquote>“PTON has addressed NT going concern debates with necessary/timely actions taken by the McCarthy administration. However, we think the concoction of a macro turbulence, financial distress, and unproven/margin dilutive initiatives pressures the NT growth rate of the subscriber base and the brawn/uniqueness of the brand.</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Netflix, Apple, Tesla, Meta, Western Alliance, Exxon and 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; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Netflix, Apple, Tesla, Meta, Western Alliance, Exxon and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-04-19 23:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Wednesday:</p><h2 style=\"text-align: start;\">UBS upgrades Netflix to buy from neutral</h2><p>UBS upgraded the streaming giant after its mixed earnings report on Tuesday and says it sees upside to subscribers and pricing power.</p><blockquote>“We see Netflix as the main beneficiary of easing competition in DTC as peers focus on profits. We believe this will drive upside to subs/pricing power in the coming yrs while also keeping a lid on content costs, one of the biggest swing factors for profits/FCF.”</blockquote><h2 style=\"text-align: start;\">JPMorgan reiterates Apple as overweight</h2><p>JPMorgan raised its price target on Apple to $190 per share from $175 and says it’s bullish heading into earnings on May 4.</p><blockquote>“We see a divergence of the upcoming earnings print in relation to estimate revisions and share price implications, as fundamental weakness in the hardware categories, driven by a pullback in consumer spending, will drive consensus estimates lower, but the magnitude of the downward revision being limited to a couple of percentage points will reinforce positioning of the shares for resilience.”</blockquote><h2 style=\"text-align: start;\">Guggenheim reiterates Tesla as sell</h2><p>Guggenheim says it’s standing by its sell rating on the stock heading into earnings on Wednesday after the bell.</p><blockquote>“As with any quarter, investors remain focused on gross margins as both a sign of unit economics, but also TSLA exceptionalism vs. automotive peers.”</blockquote><h2 style=\"text-align: start;\">Bank of America reiterates Meta as buy</h2><p>Bank of America says it likes “self-help stocks in an uncertain macro.” The firm also raised its price target to $250 per share from $230.</p><blockquote>“While we think ’23 recession uncertainty is likely to keep a lid on sector revenue estimates, we like Meta’s revenue set up for potential acceleration aided by Reels &amp; messaging monetization, AI/ML targeting benefits.”</blockquote><h2 style=\"text-align: start;\">Wolfe reiterates Meta as outperform</h2><p>Wolfe says Meta is a top pick heading into earnings and that its valuation is compelling.</p><blockquote>“We think 1Q results and 2Q guide should reflect relatively stable demand environment and progress on growth initiatives / cost savings.”</blockquote><h2 style=\"text-align: start;\">Wolfe reiterates Amazon as outperform</h2><p>Wolfe says it’s standing by its outperform rating on the stock heading into earnings next week.</p><blockquote>“AMZN’s 1Q results should be largely within the prior guidance ranges. Retail margins should improve nicely, but focus is on AWS growth trajectory, which we expect to decelerate.”</blockquote><h2 style=\"text-align: start;\">Bank of America reiterates Nvidia as buy</h2><p>Bank of America raised its price target on the AI beneficiary to $340 per share from $310.</p><blockquote>“Our positive view on Nvidia is based on its underappreciated transformation from a traditional PC graphics chip vendor, into a supplier into high-end gaming, enterprise graphics, cloud, accelerated computing and automotive markets.”</blockquote><h2 style=\"text-align: start;\">RBC downgrades Rivian to sector perform from outperform</h2><p>RBC said in its downgrade of the electric vehicle company that it sees “limited” near term catalysts.</p><blockquote>“RIVN is well positioned to capture market share as the industry shift towards electrification, and we continue to believe its clean-sheet approach and vertical integration will allow for higher margins at scale.”</blockquote><h2 style=\"text-align: start;\">Wedbush upgrades Western Alliance Bancorporation to outperform from neutral</h2><p>Wedbush upgraded the regional bank due to rebounding deposits.</p><blockquote>“We’re upgrading WAL to OUTPERFORM and adding it to the Wedbush Best Ideas List as deposit outflows in March have partially reversed and WAL’s higher level of insured deposits at 73% should help support deposit levels going forward, in our view.”</blockquote><h2 style=\"text-align: start;\">UBS upgrades Exxon to buy from neutral</h2><p>UBS said in its upgrade of the oil and gas giant that it likes the company’s balance sheet.</p><blockquote>“For XOM, our positive outlook is driven by high margin upstream volume growth 2%/3% above 2024/25 Consensus that are paired annual Downstream/Chemicals capacity additions, while maintaining capex at $20-25Bn/yr.”</blockquote><h2 style=\"text-align: start;\">KeyBanc initiates Peloton as sector weight</h2><p>KeyBanc said in its initiation of the exercise company that there’s too much uncertainty.</p><blockquote>“PTON has addressed NT going concern debates with necessary/timely actions taken by the McCarthy administration. However, we think the concoction of a macro turbulence, financial distress, and unproven/margin dilutive initiatives pressures the NT growth rate of the subscriber base and the brawn/uniqueness of the brand.</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","PTON":"Peloton Interactive, Inc.","TSLA":"特斯拉","AMZN":"亚马逊","RIVN":"Rivian Automotive, Inc.","WAL":"阿莱恩斯西部银行","NVDA":"英伟达","NFLX":"奈飞","META":"Meta Platforms, Inc.","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142454761","content_text":"Here are the biggest calls on Wall Street on Wednesday:UBS upgrades Netflix to buy from neutralUBS upgraded the streaming giant after its mixed earnings report on Tuesday and says it sees upside to subscribers and pricing power.“We see Netflix as the main beneficiary of easing competition in DTC as peers focus on profits. We believe this will drive upside to subs/pricing power in the coming yrs while also keeping a lid on content costs, one of the biggest swing factors for profits/FCF.”JPMorgan reiterates Apple as overweightJPMorgan raised its price target on Apple to $190 per share from $175 and says it’s bullish heading into earnings on May 4.“We see a divergence of the upcoming earnings print in relation to estimate revisions and share price implications, as fundamental weakness in the hardware categories, driven by a pullback in consumer spending, will drive consensus estimates lower, but the magnitude of the downward revision being limited to a couple of percentage points will reinforce positioning of the shares for resilience.”Guggenheim reiterates Tesla as sellGuggenheim says it’s standing by its sell rating on the stock heading into earnings on Wednesday after the bell.“As with any quarter, investors remain focused on gross margins as both a sign of unit economics, but also TSLA exceptionalism vs. automotive peers.”Bank of America reiterates Meta as buyBank of America says it likes “self-help stocks in an uncertain macro.” The firm also raised its price target to $250 per share from $230.“While we think ’23 recession uncertainty is likely to keep a lid on sector revenue estimates, we like Meta’s revenue set up for potential acceleration aided by Reels & messaging monetization, AI/ML targeting benefits.”Wolfe reiterates Meta as outperformWolfe says Meta is a top pick heading into earnings and that its valuation is compelling.“We think 1Q results and 2Q guide should reflect relatively stable demand environment and progress on growth initiatives / cost savings.”Wolfe reiterates Amazon as outperformWolfe says it’s standing by its outperform rating on the stock heading into earnings next week.“AMZN’s 1Q results should be largely within the prior guidance ranges. Retail margins should improve nicely, but focus is on AWS growth trajectory, which we expect to decelerate.”Bank of America reiterates Nvidia as buyBank of America raised its price target on the AI beneficiary to $340 per share from $310.“Our positive view on Nvidia is based on its underappreciated transformation from a traditional PC graphics chip vendor, into a supplier into high-end gaming, enterprise graphics, cloud, accelerated computing and automotive markets.”RBC downgrades Rivian to sector perform from outperformRBC said in its downgrade of the electric vehicle company that it sees “limited” near term catalysts.“RIVN is well positioned to capture market share as the industry shift towards electrification, and we continue to believe its clean-sheet approach and vertical integration will allow for higher margins at scale.”Wedbush upgrades Western Alliance Bancorporation to outperform from neutralWedbush upgraded the regional bank due to rebounding deposits.“We’re upgrading WAL to OUTPERFORM and adding it to the Wedbush Best Ideas List as deposit outflows in March have partially reversed and WAL’s higher level of insured deposits at 73% should help support deposit levels going forward, in our view.”UBS upgrades Exxon to buy from neutralUBS said in its upgrade of the oil and gas giant that it likes the company’s balance sheet.“For XOM, our positive outlook is driven by high margin upstream volume growth 2%/3% above 2024/25 Consensus that are paired annual Downstream/Chemicals capacity additions, while maintaining capex at $20-25Bn/yr.”KeyBanc initiates Peloton as sector weightKeyBanc said in its initiation of the exercise company that there’s too much uncertainty.“PTON has addressed NT going concern debates with necessary/timely actions taken by the McCarthy administration. However, we think the concoction of a macro turbulence, financial distress, and unproven/margin dilutive initiatives pressures the NT growth rate of the subscriber base and the brawn/uniqueness of the brand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989051440,"gmtCreate":1665876711080,"gmtModify":1676537673212,"author":{"id":"3581724772671504","authorId":"3581724772671504","name":"Uasbau","avatar":"https://static.tigerbbs.com/67cdf409f2239595269918513a5faac9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581724772671504","authorIdStr":"3581724772671504"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9989051440","repostId":"2275933408","repostType":4,"repost":{"id":"2275933408","kind":"highlight","pubTimestamp":1665797405,"share":"https://ttm.financial/m/news/2275933408?lang=&edition=fundamental","pubTime":"2022-10-15 09:30","market":"us","language":"en","title":"2 Monster Stocks You'll Want to Buy Now and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2275933408","media":"Motley Fool","summary":"They're both global leaders in their businesses.","content":"<html><head></head><body><p>What&#39;s a monster stock? In my book, it&#39;s a company that&#39;s grown earnings over time and returns for investors. Today, a lot of these players have followed the general market lower. In some cases, they&#39;re struggling with current headwinds like higher inflation. But their positive long-term outlook remains intact. That&#39;s why you&#39;ll want to buy these stocks today, at a discount, and hold on for the long haul.</p><p>Two perfect examples are <b>Amazon</b> and <b>Home Depot</b>. They&#39;ve proved their strengths. And they just so happen to be global leaders in their businesses.</p><h2>1. Amazon</h2><p>Amazon stock has climbed more than 125% over the past five years. Annual revenue and net income also have advanced, well into the billions of dollars, during that time period. This is as the company grew its position in two major businesses: e-commerce and cloud computing.</p><p>Today, net sales continue to climb at Amazon thanks to its leadership in these areas. But higher costs and supply chain troubles have been weighing on earnings. As a result, operating income and operating cash flow have been on the decline.</p><p>The stock price, too, has suffered. It&#39;s lost 32% so far this year. And that leaves Amazon trading at less than 3 times sales. That&#39;s close to its lowest level in about six years.</p><p>Here&#39;s why this is a bargain for Amazon. Today&#39;s troubles are linked to the overall economy, so they&#39;re temporary. At the same time, the company is making progress in handling them. It&#39;s controlling certain costs and improving productivity, for example.</p><p>Another bright spot is the cloud computing business, Amazon Web Services (AWS). It has continued to grow in spite of today&#39;s tough economy. AWS posted double-digit gains in sales and operating income in the second quarter. As for e-commerce, the strength of its Prime subscription service should power earnings growth once the economy improves. As it stands today, Prime members continue to spend more and more on the platform.</p><p>All of this makes me optimistic that Amazon can once again deliver more than just packages. It has what it takes to deliver great gains to shareholders over time.</p><h2>2. Home Depot</h2><p>When it comes to earnings, Home Depot has defied the general economic gloom. In the second quarter, the world&#39;s biggest home improvement retailer reported its highest quarterly sales and earnings ever. The stock price hasn&#39;t followed, though. Home Depot shares have lost more than 30% since the beginning of the year.</p><p>This leaves the shares trading at about 17 times forward earnings estimates. That&#39;s lower than the more than 25 number earlier this year. At the same time, as mentioned above, revenue continues to rise. This is a great entry point for a company that continues to grow in spite of a difficult environment -- and a company with solid prospects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39b55425a717b1b2d4f8a25c6ed2f269\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>HD PE ratio (forward). Data by YCharts.</span></p><p>So, why is the stock down today? Some investors are avoiding stocks linked to consumer spending. And Home Depot falls into that category. It&#39;s also possible that it eventually will see a slowdown. But as I mentioned above regarding Amazon, any such slowdown is temporary.</p><p>Here&#39;s why there&#39;s more reason to be positive about Home Depot and buy the stock for the long term. First, if the company can do this well during tough times, there&#39;s reason to believe it can truly flourish when the economy improves.</p><p>Second, Home Depot has offered us some visibility on what&#39;s ahead, and it looks positive. The company recently reported its professional customers say their project backlogs remain healthy.</p><p>Another positive point is the company&#39;s move to improve its digital platform, for professionals and do-it-yourself customers. And that&#39;s bearing fruit. In the second quarter, it reported record downloads, sales, and traffic on its mobile app.</p><p>Right now, Home Depot shares look dirt cheap. That&#39;s considering today&#39;s earnings performance and the long-term picture for this market leader.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Monster Stocks You'll Want to Buy Now and Hold Forever</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 Monster Stocks You'll Want to Buy Now and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/14/2-monster-stocks-youll-want-to-buy-now-and-hold-fo/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What's a monster stock? In my book, it's a company that's grown earnings over time and returns for investors. Today, a lot of these players have followed the general market lower. In some cases, they'...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/14/2-monster-stocks-youll-want-to-buy-now-and-hold-fo/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/10/14/2-monster-stocks-youll-want-to-buy-now-and-hold-fo/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275933408","content_text":"What's a monster stock? In my book, it's a company that's grown earnings over time and returns for investors. Today, a lot of these players have followed the general market lower. In some cases, they're struggling with current headwinds like higher inflation. But their positive long-term outlook remains intact. That's why you'll want to buy these stocks today, at a discount, and hold on for the long haul.Two perfect examples are Amazon and Home Depot. They've proved their strengths. And they just so happen to be global leaders in their businesses.1. AmazonAmazon stock has climbed more than 125% over the past five years. Annual revenue and net income also have advanced, well into the billions of dollars, during that time period. This is as the company grew its position in two major businesses: e-commerce and cloud computing.Today, net sales continue to climb at Amazon thanks to its leadership in these areas. But higher costs and supply chain troubles have been weighing on earnings. As a result, operating income and operating cash flow have been on the decline.The stock price, too, has suffered. It's lost 32% so far this year. And that leaves Amazon trading at less than 3 times sales. That's close to its lowest level in about six years.Here's why this is a bargain for Amazon. Today's troubles are linked to the overall economy, so they're temporary. At the same time, the company is making progress in handling them. It's controlling certain costs and improving productivity, for example.Another bright spot is the cloud computing business, Amazon Web Services (AWS). It has continued to grow in spite of today's tough economy. AWS posted double-digit gains in sales and operating income in the second quarter. As for e-commerce, the strength of its Prime subscription service should power earnings growth once the economy improves. As it stands today, Prime members continue to spend more and more on the platform.All of this makes me optimistic that Amazon can once again deliver more than just packages. It has what it takes to deliver great gains to shareholders over time.2. Home DepotWhen it comes to earnings, Home Depot has defied the general economic gloom. In the second quarter, the world's biggest home improvement retailer reported its highest quarterly sales and earnings ever. The stock price hasn't followed, though. Home Depot shares have lost more than 30% since the beginning of the year.This leaves the shares trading at about 17 times forward earnings estimates. That's lower than the more than 25 number earlier this year. At the same time, as mentioned above, revenue continues to rise. This is a great entry point for a company that continues to grow in spite of a difficult environment -- and a company with solid prospects.HD PE ratio (forward). Data by YCharts.So, why is the stock down today? Some investors are avoiding stocks linked to consumer spending. And Home Depot falls into that category. It's also possible that it eventually will see a slowdown. But as I mentioned above regarding Amazon, any such slowdown is temporary.Here's why there's more reason to be positive about Home Depot and buy the stock for the long term. First, if the company can do this well during tough times, there's reason to believe it can truly flourish when the economy improves.Second, Home Depot has offered us some visibility on what's ahead, and it looks positive. The company recently reported its professional customers say their project backlogs remain healthy.Another positive point is the company's move to improve its digital platform, for professionals and do-it-yourself customers. And that's bearing fruit. In the second quarter, it reported record downloads, sales, and traffic on its mobile app.Right now, Home Depot shares look dirt cheap. That's considering today's earnings performance and the long-term picture for this market leader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}