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天橋上的大爺

天橋上的大爺

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天橋上的大爺

2022-08-23

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Tesla Must Face The Comeback Of Affordable ICE Vehicles

天橋上的大爺

2022-08-02

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Warren Buffett Has 10% of Berkshire Hathaway's Portfolio in This Recession-Resistant Sector

天橋上的大爺

2022-06-07

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天橋上的大爺

2022-06-06

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@DonnaMay:So, can i see the whoo-ha through the lulu pants or not?? Anyway .. the notion that there is an insatiable appetite for yoga apparel and the only source is lulu sounds a lot more like an army of fad/icon worshipers headed towards a cliff than a viable investment thesis.Their growth is good, but the market has WAY overshot this valuation IMO. The reckoning will be here soon!$Lululemon Athletica(LULU)$

天橋上的大爺

2022-06-06

Very

@EvanHolt:Affirm just reported an outstanding earnings call a few weeks ago that showed continued massive growth AND a huge reduction in losses. Since that call all they’ve reported was an extension with Shopify for their exclusive rights agreement, an expanded partnership with WooCommerce of Canada and ANOTHER strategic partnership that makes Affirm’s Adaptive Checkout available to Stripe users all across the U.S.Affirm has reported NO BAD NEWS yet the stock price has been reduced by 20% the last couple of days by market manipulation and a hit opinion piece by some woman who is in cahoots with the big banks and credit card cartels. This is pathetic but at least we know what we own and also know Affirm will be marching higher sooner than later. Ignore the noise and add if you can because Affirm isn’

天橋上的大爺

2022-06-06

Good

@BellaFaraday:OPEC to increase oil output, Australia bumper wheat, to alleviate food supply issues, China lockdown eases as they learned from Shanghai and didn't need to lock down Beijing. Inflation peaked in March and heading down. Some companies like Apple are moving manufacturing to Vietnam. Markets to make all time highs again within the year. Got myself some $AMZN for the split, $ROKU, $MDB, $SPY, and $AAPL.$Apple(AAPL)$

天橋上的大爺

2022-06-06

Nice

@Maria_yy:"I remain cautious around increasing prices in this period of uncertainty, and we will continue to monitor and maintain a measured approach toward this strategy," said CEO Calvin McDonaldThis was enough to take out half the market cap of GT and othe r much cheaper companies with higher growth. Let's wait and see$Lululemon Athletica(LULU)$

天橋上的大爺

2022-06-06

Ok

@DonnaMay:So, can i see the whoo-ha through the lulu pants or not?? Anyway .. the notion that there is an insatiable appetite for yoga apparel and the only source is lulu sounds a lot more like an army of fad/icon worshipers headed towards a cliff than a viable investment thesis.Their growth is good, but the market has WAY overshot this valuation IMO. The reckoning will be here soon!$Lululemon Athletica(LULU)$

天橋上的大爺

2022-06-06

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Tiger Chart | The Billionaires Are Bleeding. Elon Musk Have Lost More Than $59 Billion This Year

天橋上的大爺

2022-06-02

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Private Payrolls Increased by Just 128,000 in May, the Slowest Growth of the Recovery, ADP Says

天橋上的大爺

2022-06-01

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Tiger Chart | Top 10 S&P 500 Gainers For May

天橋上的大爺

2022-05-30

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GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week

天橋上的大爺

2022-05-29

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These 3 Unique Stocks Have Undeniable Long-Term Upside

天橋上的大爺

2022-05-28

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天橋上的大爺

2022-05-27

pls

Fed’s Favored Inflation Gauge Is Coming. How Will It Affect U.S. Stocks

天橋上的大爺

2022-05-26

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Snowflake Shares Plunged 11% in Morning Trading

天橋上的大爺

2022-05-25

Pls like n comment

Apple: This Is A Blessing For Dividend Growth Investors

天橋上的大爺

2022-05-24

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Tesla, Meta, Best Buy and More: U.S. Stocks To Watch

天橋上的大爺

2022-05-23

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@Tiger_Earnings:🔥Stock Prediction: Guess where NVDA ‌will move following its earning announcement?

天橋上的大爺

2022-05-23

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Pre-Bell｜U.S. Stock Futures Rebound; Takeover Talks Boost VMware

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12:01","market":"us","language":"en","title":"Tesla Must Face The Comeback Of Affordable ICE Vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=1140002312","media":"Seeking Alpha","summary":"SummaryTesla has grown its sales while traditional automakers have shrunk.The chip shortage has driven the average transaction price of a new car higher than the price of a Model 3.This is unsustainable and as production returns, prices will drop.Tesla will need to respond with lower prices to be price competitive, which will hurt profitability, or it could face demand or growth risks.What's happened?It's hardly a splurge in today's market.A Model 3 costs \"just\" 30% more than the cheapest Honda ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tesla has grown its sales while traditional automakers have shrunk.</li><li>The chip shortage has driven the average transaction price of a new car higher than the price of a Model 3.</li><li>This is unsustainable and as production returns, prices will drop.</li><li>Tesla will need to respond with lower prices to be price competitive, which will hurt profitability, or it could face demand or growth risks.</li></ul><p><b>What&#39;s happened?</b></p><p>Other automakers&#39; misfortunes have been Tesla&#39;s (NASDAQ:TSLA) gain. While Tesla is commonly seen as a luxury vehicle, it is taking sales from not just all the luxury automakers, but all the mainstream categories as well. Tesla&#39;s flawless navigation through the supply chain means not only higher production for Tesla, but higher demand as other automakers struggle with very high starting prices that are mostly out of their control.</p><p>In addition to supply chain hurdles, traditional automakers have struggled with dealerships driving up prices well above MSRP via price markups and mandatory accessories. Manufacturers like Ford (F), which historically have good relations with dealerships, are now starting to show their frustration with dealers. To counter this (and to get a bigger piece of the pie themselves), manufacturers have focused on building higher priced configurations of their vehicles, but that hasn&#39;t stopped the strong consumer from driving up prices further.</p><p>For the shopper, this is a double whammy. With manufacturers prioritizing higher-priced variants and dealerships applying extreme markups to those units, in July the average retail price for a new car rose to an all-time high of $48,142 and the average monthly payment is now $733. In fact, the average retail price is now higher than the starting price of a Model 3, even after a $10,000 price increase over the last year. In today&#39;s market, an entry-level Tesla is no longer a luxury vehicle.</p><p>My local dealership here in Southern California sells a top-of-the-line Honda Accord Touring for nearly the same price as a Standard Range Model 3 and according to the salesman, they&#39;ve been selling every one that they get. With mainstream vehicles having luxury prices, it&#39;s no wonder Tesla is taking sales from the mainstream segment.</p><p>While we may never see inventory levels like we did prior to the pandemic that allowed incentives and dealer discounts to bring prices well below MSRP, I believe buying a car at MSRP will eventually happen. This will give shoppers the much-needed choice they need.</p><p><b>Tesla: Now a luxury within reach</b></p><p>So how does the price of a Model 3 today compare with an Accord versus Honda&#39;s intention, and versus prices from a few years ago? It&#39;s hardly a splurge in today&#39;s market.</p><p>A Model 3 costs &#34;just&#34; 30% more than the cheapest Honda Accord I can find, a Sport trim priced at $35,975 including markups, and the salesman assured me that they sell every one they get without discount. That&#39;s a model that doesn&#39;t even have heated cloth seats; leather would cost an additional $1500 and at that point a Model 3 would be just 25% more for a huge upgrade in terms of brand and features.</p><p>Obviously, this is due to inflated prices and was never the intention. If a buyer could pick up an Accord LX (the cheapest trim) for an MSRP of $26,520 without those pesky markups, the cost of a Standard Range Model 3 would be more than 80% higher. You can argue that a Model 3 is worth the higher price tag but the problem is that with so few options today, a Tesla is far more appealing today than it was a few years ago (especially with fuel and maintenance savings). It&#39;s easy to see why Tesla is taking so many sales from the mainstream segment. In fact, according to Tom Libby from S&amp;P Mobility, about half of Model 3 and Y buyers have a mainstream product in their garage, which he finds extraordinary.</p><p>Even if we consider 2019 prices when a Model 3 was just $37,000, it was still more than 50% higher than the MSRP of an Accord LX at the time, and that&#39;s excluding past dealer discounts and manufacturer incentives that could drive the price thousands below MSRP.</p><p>With higher prices thanks to supply chain woes, Tesla has been able to bring in record profitability. Unfortunately, there are signs that these conditions are starting to fade.</p><p><b>The market is shifting</b></p><p>It&#39;s important to note that the strong consumer has been incredibly helpful in driving prices through the roof, but there are signs that the consumer&#39;s spending habits are changing.</p><p>Over the past few months, when it comes to the new car market, buyers just haven&#39;t had a choice. <i>Someone</i> is going to buy that overpriced car on the lot, however foolish it may be. Thankfully, the used car market is showing signs of stability, and since more than 40 million used cars were sold in the US last year (22 million via retailers), a look at this segment is a good indicator of car shopping behavior when provided a choice.</p><p>If you&#39;re unfamiliar, here&#39;s an example of how prices have been in the used market. In Southern California, a certified pre-owned 2021 Civic LX (base model) with 28,000 miles has a retail price of $28,655, which is 35% higher than its original MSRP of $21,250.</p><p><img src=\"https://static.tigerbbs.com/7863b77894ec6738305b9e12cf9dc2fd\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/></p><p>ochondaworld.com</p><p><img src=\"https://static.tigerbbs.com/6ceceac50604deafb86b1d96ec132873\" tg-width=\"498\" tg-height=\"862\" referrerpolicy=\"no-referrer\"/></p><p>Autonews.com</p><p>Last quarter, used vehicle profitability plunged. AutoNation&#39;s (AN) used vehicle gross profit declined by 22% from the prior quarter and 14% from last year, while Group 1 (GPI) saw profits dive 25%. Online used car retailers are also seeing profits plunge, with Carvana (CVNA) posting a loss of more than a billion dollars thanks to a 44% decline in gross profits from last year. See the chart to the right for more.</p><p>The majority of CEOs from major public car retailers discuss the consumer&#39;s reluctance to pay big premiums for vehicles as they were previously. Penske (PAG) CEO said that higher prices are &#34;taking some people out of the market&#34;. Group 1 Automotive&#39;s CEO stated that demand is shifting to lower price points. Asbury Automotive Group CEO David Hult said that consumers were &#34;impulsively buying&#34; six months ago but are now more cautious. According to Cox Automotive, used car prices are trending down and should be a source of deflation in the months ahead.</p><p>In other words, the buying frenzy for overpriced used vehicles is over and it&#39;s reasonable to believe that this will translate into the new car market as soon as production stabilizes.</p><p><b>Signs of New Car Production Rebound</b></p><p>Nobody is yet sure when new car production will fully rebound, or even recover to levels where shoppers can buy cars without massive markups, however there is some promising signs starting to surface.</p><p>In June, UK car production was back on the rise, up 5.6% from the year earlier thanks to an ease in some supply chain issues. According to LMCAutomotive, the Global Light Vehicle selling rate rose for the third consecutive month to 90 million units/year in July, which it noted as the best performance for the year so far thanks to a rebound in China and South America. US sales remain down, but the sales decline by 11.6% was the smallest decline since January. Finally, according to AutoForecast Solutions, automakers lost just 6,800 vehicles in weekly production due to the chip shortage and that was one of the smallest losses since the chip shortage began in early 2021.</p><p><b>Conclusion</b></p><p>For the better part of the last year, Tesla&#39;s applaudable performance despite supply chain woes has come with great benefit. For starters, shoppers of ICE vehicles have faced extreme price pressure due to automakers prioritizing well-equipped variants of their vehicles and dealerships adding steep markups to these already high-priced cars.</p><p>However, there are signs of a weakening consumer. In the used market, consumers are (thankfully) showing signs of reluctance when faced with the purchase of a used base model Civic for nearly 30 grand. Auto retailers are making it clear that the buying frenzy is over. In addition, there&#39;s a glimmer of hope that production is starting to ease. We still need more data, but it&#39;s reasonable to believe that the supply chain will ease eventually.</p><p>When that time comes, Tesla will be facing lower mainstream vehicle prices and will likely find it more difficult to bite into these high-volume segments so easily. Of course, Tesla would also benefit from any supply chain easing, but at the expensive of what&#39;s been a driver of the stock&#39;s recent run up: high gross margins and profitability in addition to growth. Initially, there was a selloff after its most recent earnings report, with the red flag being margin contraction. Further margin contraction due to pricing pressure may not be taken lightly by investors, especially if it were perceived as an indicator of reduced demand.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Must Face The Comeback Of Affordable ICE Vehicles</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Must Face The Comeback Of Affordable ICE Vehicles\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536057-tesla-faces-comeback-of-affordable-ice-vehicles?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A20><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has grown its sales while traditional automakers have shrunk.The chip shortage has driven the average transaction price of a new car higher than the price of a Model 3.This is ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536057-tesla-faces-comeback-of-affordable-ice-vehicles?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A20\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4536057-tesla-faces-comeback-of-affordable-ice-vehicles?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A20","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140002312","content_text":"SummaryTesla has grown its sales while traditional automakers have shrunk.The chip shortage has driven the average transaction price of a new car higher than the price of a Model 3.This is unsustainable and as production returns, prices will drop.Tesla will need to respond with lower prices to be price competitive, which will hurt profitability, or it could face demand or growth risks.What's happened?Other automakers' misfortunes have been Tesla's (NASDAQ:TSLA) gain. While Tesla is commonly seen as a luxury vehicle, it is taking sales from not just all the luxury automakers, but all the mainstream categories as well. Tesla's flawless navigation through the supply chain means not only higher production for Tesla, but higher demand as other automakers struggle with very high starting prices that are mostly out of their control.In addition to supply chain hurdles, traditional automakers have struggled with dealerships driving up prices well above MSRP via price markups and mandatory accessories. Manufacturers like Ford (F), which historically have good relations with dealerships, are now starting to show their frustration with dealers. To counter this (and to get a bigger piece of the pie themselves), manufacturers have focused on building higher priced configurations of their vehicles, but that hasn't stopped the strong consumer from driving up prices further.For the shopper, this is a double whammy. With manufacturers prioritizing higher-priced variants and dealerships applying extreme markups to those units, in July the average retail price for a new car rose to an all-time high of $48,142 and the average monthly payment is now $733. In fact, the average retail price is now higher than the starting price of a Model 3, even after a $10,000 price increase over the last year. In today's market, an entry-level Tesla is no longer a luxury vehicle.My local dealership here in Southern California sells a top-of-the-line Honda Accord Touring for nearly the same price as a Standard Range Model 3 and according to the salesman, they've been selling every one that they get. With mainstream vehicles having luxury prices, it's no wonder Tesla is taking sales from the mainstream segment.While we may never see inventory levels like we did prior to the pandemic that allowed incentives and dealer discounts to bring prices well below MSRP, I believe buying a car at MSRP will eventually happen. This will give shoppers the much-needed choice they need.Tesla: Now a luxury within reachSo how does the price of a Model 3 today compare with an Accord versus Honda's intention, and versus prices from a few years ago? It's hardly a splurge in today's market.A Model 3 costs \"just\" 30% more than the cheapest Honda Accord I can find, a Sport trim priced at $35,975 including markups, and the salesman assured me that they sell every one they get without discount. That's a model that doesn't even have heated cloth seats; leather would cost an additional $1500 and at that point a Model 3 would be just 25% more for a huge upgrade in terms of brand and features.Obviously, this is due to inflated prices and was never the intention. If a buyer could pick up an Accord LX (the cheapest trim) for an MSRP of $26,520 without those pesky markups, the cost of a Standard Range Model 3 would be more than 80% higher. You can argue that a Model 3 is worth the higher price tag but the problem is that with so few options today, a Tesla is far more appealing today than it was a few years ago (especially with fuel and maintenance savings). It's easy to see why Tesla is taking so many sales from the mainstream segment. In fact, according to Tom Libby from S&P Mobility, about half of Model 3 and Y buyers have a mainstream product in their garage, which he finds extraordinary.Even if we consider 2019 prices when a Model 3 was just $37,000, it was still more than 50% higher than the MSRP of an Accord LX at the time, and that's excluding past dealer discounts and manufacturer incentives that could drive the price thousands below MSRP.With higher prices thanks to supply chain woes, Tesla has been able to bring in record profitability. Unfortunately, there are signs that these conditions are starting to fade.The market is shiftingIt's important to note that the strong consumer has been incredibly helpful in driving prices through the roof, but there are signs that the consumer's spending habits are changing.Over the past few months, when it comes to the new car market, buyers just haven't had a choice. Someone is going to buy that overpriced car on the lot, however foolish it may be. Thankfully, the used car market is showing signs of stability, and since more than 40 million used cars were sold in the US last year (22 million via retailers), a look at this segment is a good indicator of car shopping behavior when provided a choice.If you're unfamiliar, here's an example of how prices have been in the used market. In Southern California, a certified pre-owned 2021 Civic LX (base model) with 28,000 miles has a retail price of $28,655, which is 35% higher than its original MSRP of $21,250.ochondaworld.comAutonews.comLast quarter, used vehicle profitability plunged. AutoNation's (AN) used vehicle gross profit declined by 22% from the prior quarter and 14% from last year, while Group 1 (GPI) saw profits dive 25%. Online used car retailers are also seeing profits plunge, with Carvana (CVNA) posting a loss of more than a billion dollars thanks to a 44% decline in gross profits from last year. See the chart to the right for more.The majority of CEOs from major public car retailers discuss the consumer's reluctance to pay big premiums for vehicles as they were previously. Penske (PAG) CEO said that higher prices are \"taking some people out of the market\". Group 1 Automotive's CEO stated that demand is shifting to lower price points. Asbury Automotive Group CEO David Hult said that consumers were \"impulsively buying\" six months ago but are now more cautious. According to Cox Automotive, used car prices are trending down and should be a source of deflation in the months ahead.In other words, the buying frenzy for overpriced used vehicles is over and it's reasonable to believe that this will translate into the new car market as soon as production stabilizes.Signs of New Car Production ReboundNobody is yet sure when new car production will fully rebound, or even recover to levels where shoppers can buy cars without massive markups, however there is some promising signs starting to surface.In June, UK car production was back on the rise, up 5.6% from the year earlier thanks to an ease in some supply chain issues. According to LMCAutomotive, the Global Light Vehicle selling rate rose for the third consecutive month to 90 million units/year in July, which it noted as the best performance for the year so far thanks to a rebound in China and South America. US sales remain down, but the sales decline by 11.6% was the smallest decline since January. Finally, according to AutoForecast Solutions, automakers lost just 6,800 vehicles in weekly production due to the chip shortage and that was one of the smallest losses since the chip shortage began in early 2021.ConclusionFor the better part of the last year, Tesla's applaudable performance despite supply chain woes has come with great benefit. For starters, shoppers of ICE vehicles have faced extreme price pressure due to automakers prioritizing well-equipped variants of their vehicles and dealerships adding steep markups to these already high-priced cars.However, there are signs of a weakening consumer. In the used market, consumers are (thankfully) showing signs of reluctance when faced with the purchase of a used base model Civic for nearly 30 grand. Auto retailers are making it clear that the buying frenzy is over. In addition, there's a glimmer of hope that production is starting to ease. We still need more data, but it's reasonable to believe that the supply chain will ease eventually.When that time comes, Tesla will be facing lower mainstream vehicle prices and will likely find it more difficult to bite into these high-volume segments so easily. Of course, Tesla would also benefit from any supply chain easing, but at the expensive of what's been a driver of the stock's recent run up: high gross margins and profitability in addition to growth. Initially, there was a selloff after its most recent earnings report, with the red flag being margin contraction. Further margin contraction due to pricing pressure may not be taken lightly by investors, especially if it were perceived as an indicator of reduced demand.","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908414816,"gmtCreate":1659415045935,"gmtModify":1705980139481,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"pls like&nbsp;","listText":"pls like&nbsp;","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908414816","repostId":"2256615026","repostType":4,"repost":{"id":"2256615026","kind":"highlight","pubTimestamp":1659409951,"share":"https://ttm.financial/m/news/2256615026?lang=&edition=fundamental","pubTime":"2022-08-02 11:12","market":"us","language":"en","title":"Warren Buffett Has 10% of Berkshire Hathaway's Portfolio in This Recession-Resistant Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=2256615026","media":"Motley Fool","summary":"The Oracle of Omaha might be investing in stuff you can't live without.","content":"<html><head></head><body><p>To repurpose an old television commercial: When Warren Buffett talks, people listen. Buffett is one of the world&#39;s richest billionaires and most successful investors. Much of the investment community follows his every move, looking to bring some of the Buffett magic into their own portfolios.</p><p>Buffett&#39;s moves are particularly interesting as the U.S. faces inflation plus fears of recession. Investors generally want safety in uncertain times. And Buffett, who&#39;s seen many flavors of recession, could shed light on where to find that safety.</p><p>But Buffett doesn&#39;t buy and sell stocks based on what&#39;s happening with the economy. He&#39;s an all-weather investor -- choosing stocks that can survive all economic climates. That may be why he has 10% of <b>Berkshire Hathaway</b>&#39;s portfolio invested in consumer staples, a sector that&#39;s known for being recession-resistant.</p><h2>Consumer staples defined</h2><p>Consumer staples are essential food, beverage, household, and personal products. Examples are soda, eggs, milk, toothpaste, and detergents.</p><p>Consumer staples companies include retailers and manufacturers of these products. On the retail side, you have <b>Dollar General </b>(NYSE: DG), <b>Walmart </b>(NYSE: WMT), <b>Costco </b>(NASDAQ: COST), and their competitors. Consumer staples manufacturers include <b>Procter &amp; Gamble</b> (PG 1.70%), <b>Coca-Cola</b> (KO 1.01%), and <b>Kimberly Clark</b> (NYSE: KMB).</p><h2>Why consumer staples stocks are recession-resistant</h2><p>A look at your own buying habits can demonstrate why consumer staples stocks don&#39;t tank in recessions. With inflation running hot, where have you cut back to make ends meet? You&#39;re probably spending less on things like electronics and designer clothes. You may have even canceled a streaming service or two.</p><p>But you are still buying toilet paper, deodorant, and bread, even as the prices on these goods rise. On top of that, you may have shifted some shopping to discount retailers like Walmart, in lieu of your more expensive local market.</p><p>Here&#39;s what it comes down to. People keep buying their staples. Demand for these essential goods doesn&#39;t drop off when the economy goes sideways.</p><h2>Buffett&#39;s consumer staples stocks</h2><p>Berkshire Hathaway owns five consumer staples stocks:</p><ol><li>Coca-Cola</li><li><b>Kraft Heinz</b> (KHC 1.21%)</li><li><b>Kroger</b> (KR 1.39%)</li><li><b>Mondelez International</b> (MDLZ 1.56%)</li><li>Procter &amp; Gamble</li></ol><h2>Where to find consumer staples stocks for your portfolio</h2><p>Buffett&#39;s consumer staples portfolio is interesting, but you don&#39;t want to run out and copy it. Even Buffett himself would tell you: A better approach is to invest in what you know -- specifically, the products, brands, and retailers that are essential to you.</p><p>This is easy to figure out, too. Look at your last grocery receipt. Cross off everything that&#39;s nonessential and see what&#39;s left. Or peek into your pantry and bathroom cabinets. Note the brands you buy repeatedly. It could be Colgate or Charmin, for example. If you see mostly generic goods, then where are you buying them?</p><p>You could also think back to the products that kept selling out during the Great Lockdown of 2020. (In my community, it was toilet paper, disinfectants, and chicken.) People stockpile the stuff they can&#39;t live without. And many of these staples are made or sold by public companies.</p><p>Spend a few minutes on this exercise, and it could reveal six or more recession-resistant stocks to consider for your own portfolio.</p><h2>Recession defense, the Buffett way</h2><p>Many investors use consumer staples stocks as a defensive strategy against recession. To follow Buffett&#39;s approach, though, you&#39;d invest in defensive stocks you&#39;re willing to hold for decades. That&#39;s different from owning shares of Coke or Walmart temporarily because financial pundits are predicting recession.</p><p>In other words, play defense consistently. Manage to a risk level you can handle in all investing climates. Buffett has 10% exposure to consumer staples, for example, but you might prefer 5% or 15%. Whatever your number is, stick with it. That way, you won&#39;t be scrambling to adjust to every market shift.</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>Warren Buffett Has 10% of Berkshire Hathaway's Portfolio in This Recession-Resistant Sector</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\">\nWarren Buffett Has 10% of Berkshire Hathaway's Portfolio in This Recession-Resistant Sector\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/01/warren-buffett-berkshire-recession-resistant/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>To repurpose an old television commercial: When Warren Buffett talks, people listen. Buffett is one of the world's richest billionaires and most successful investors. Much of the investment community ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/01/warren-buffett-berkshire-recession-resistant/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","WMT":"沃尔玛","BK4177":"软饮料","BK4567":"ESG概念","BK4018":"居家用品","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","PG":"宝洁","BK4114":"综合货品商店","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","COST":"好市多","BRK.B":"伯克希尔B","BK4155":"大卖场与超市","BK4581":"高盛持仓","KO":"可口可乐","KMB":"金佰利","BK4504":"桥水持仓","BK4176":"多领域控股","DG":"美国达乐公司"},"source_url":"https://www.fool.com/investing/2022/08/01/warren-buffett-berkshire-recession-resistant/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256615026","content_text":"To repurpose an old television commercial: When Warren Buffett talks, people listen. Buffett is one of the world's richest billionaires and most successful investors. Much of the investment community follows his every move, looking to bring some of the Buffett magic into their own portfolios.Buffett's moves are particularly interesting as the U.S. faces inflation plus fears of recession. Investors generally want safety in uncertain times. And Buffett, who's seen many flavors of recession, could shed light on where to find that safety.But Buffett doesn't buy and sell stocks based on what's happening with the economy. He's an all-weather investor -- choosing stocks that can survive all economic climates. That may be why he has 10% of Berkshire Hathaway's portfolio invested in consumer staples, a sector that's known for being recession-resistant.Consumer staples definedConsumer staples are essential food, beverage, household, and personal products. Examples are soda, eggs, milk, toothpaste, and detergents.Consumer staples companies include retailers and manufacturers of these products. On the retail side, you have Dollar General (NYSE: DG), Walmart (NYSE: WMT), Costco (NASDAQ: COST), and their competitors. Consumer staples manufacturers include Procter & Gamble (PG 1.70%), Coca-Cola (KO 1.01%), and Kimberly Clark (NYSE: KMB).Why consumer staples stocks are recession-resistantA look at your own buying habits can demonstrate why consumer staples stocks don't tank in recessions. With inflation running hot, where have you cut back to make ends meet? You're probably spending less on things like electronics and designer clothes. You may have even canceled a streaming service or two.But you are still buying toilet paper, deodorant, and bread, even as the prices on these goods rise. On top of that, you may have shifted some shopping to discount retailers like Walmart, in lieu of your more expensive local market.Here's what it comes down to. People keep buying their staples. Demand for these essential goods doesn't drop off when the economy goes sideways.Buffett's consumer staples stocksBerkshire Hathaway owns five consumer staples stocks:Coca-ColaKraft Heinz (KHC 1.21%)Kroger (KR 1.39%)Mondelez International (MDLZ 1.56%)Procter & GambleWhere to find consumer staples stocks for your portfolioBuffett's consumer staples portfolio is interesting, but you don't want to run out and copy it. Even Buffett himself would tell you: A better approach is to invest in what you know -- specifically, the products, brands, and retailers that are essential to you.This is easy to figure out, too. Look at your last grocery receipt. Cross off everything that's nonessential and see what's left. Or peek into your pantry and bathroom cabinets. Note the brands you buy repeatedly. It could be Colgate or Charmin, for example. If you see mostly generic goods, then where are you buying them?You could also think back to the products that kept selling out during the Great Lockdown of 2020. (In my community, it was toilet paper, disinfectants, and chicken.) People stockpile the stuff they can't live without. And many of these staples are made or sold by public companies.Spend a few minutes on this exercise, and it could reveal six or more recession-resistant stocks to consider for your own portfolio.Recession defense, the Buffett wayMany investors use consumer staples stocks as a defensive strategy against recession. To follow Buffett's approach, though, you'd invest in defensive stocks you're willing to hold for decades. That's different from owning shares of Coke or Walmart temporarily because financial pundits are predicting recession.In other words, play defense consistently. Manage to a risk level you can handle in all investing climates. Buffett has 10% exposure to consumer staples, for example, but you might prefer 5% or 15%. Whatever your number is, stick with it. That way, you won't be scrambling to adjust to every market shift.","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053748320,"gmtCreate":1654598915161,"gmtModify":1676535475549,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053748320","repostId":"1156938030","repostType":4,"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053817682,"gmtCreate":1654515830546,"gmtModify":1676535460440,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053817682","repostId":"9053819905","repostType":1,"repost":{"id":9053819905,"gmtCreate":1654514688609,"gmtModify":1676535460237,"author":{"id":"9000000000000626","authorId":"9000000000000626","name":"DonnaMay","avatar":"https://static.tigerbbs.com/f20dbb02d38eebfd4b768781cc568594","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000626","authorIdStr":"9000000000000626"},"themes":[],"htmlText":"So, can i see the whoo-ha through the lulu pants or not?? Anyway .. the notion that there is an insatiable appetite for yoga apparel and the only source is lulu sounds a lot more like an army of fad/icon worshipers headed towards a cliff than a viable investment thesis.Their growth is good, but the market has WAY overshot this valuation IMO. The reckoning will be here soon!<a href=\"https://laohu8.com/S/LULU\">$Lululemon Athletica(LULU)$</a>","listText":"So, can i see the whoo-ha through the lulu pants or not?? Anyway .. the notion that there is an insatiable appetite for yoga apparel and the only source is lulu sounds a lot more like an army of fad/icon worshipers headed towards a cliff than a viable investment thesis.Their growth is good, but the market has WAY overshot this valuation IMO. The reckoning will be here soon!<a href=\"https://laohu8.com/S/LULU\">$Lululemon Athletica(LULU)$</a>","text":"So, can i see the whoo-ha through the lulu pants or not?? Anyway .. the notion that there is an insatiable appetite for yoga apparel and the only source is lulu sounds a lot more like an army of fad/icon worshipers headed towards a cliff than a viable investment thesis.Their growth is good, but the market has WAY overshot this valuation IMO. The reckoning will be here soon!$Lululemon Athletica(LULU)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053819905","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053817340,"gmtCreate":1654515815780,"gmtModify":1676535460432,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Very&nbsp;","listText":"Very&nbsp;","text":"Very","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053817340","repostId":"9053819137","repostType":1,"repost":{"id":9053819137,"gmtCreate":1654514718730,"gmtModify":1676535460243,"author":{"id":"9000000000000592","authorId":"9000000000000592","name":"EvanHolt","avatar":"https://static.tigerbbs.com/1cd57814a32b0b71cd3970e95d101105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000592","authorIdStr":"9000000000000592"},"themes":[],"htmlText":"Affirm just reported an outstanding earnings call a few weeks ago that showed continued massive growth AND a huge reduction in losses. Since that call all they’ve reported was an extension with Shopify for their exclusive rights agreement, an expanded partnership with WooCommerce of Canada and ANOTHER strategic partnership that makes Affirm’s Adaptive Checkout available to Stripe users all across the U.S.Affirm has reported NO BAD NEWS yet the stock price has been reduced by 20% the last couple of days by market manipulation and a hit opinion piece by some woman who is in cahoots with the big banks and credit card cartels. This is pathetic but at least we know what we own and also know Affirm will be marching higher sooner than later. Ignore the noise and add if you can because Affirm isn’","listText":"Affirm just reported an outstanding earnings call a few weeks ago that showed continued massive growth AND a huge reduction in losses. Since that call all they’ve reported was an extension with Shopify for their exclusive rights agreement, an expanded partnership with WooCommerce of Canada and ANOTHER strategic partnership that makes Affirm’s Adaptive Checkout available to Stripe users all across the U.S.Affirm has reported NO BAD NEWS yet the stock price has been reduced by 20% the last couple of days by market manipulation and a hit opinion piece by some woman who is in cahoots with the big banks and credit card cartels. This is pathetic but at least we know what we own and also know Affirm will be marching higher sooner than later. Ignore the noise and add if you can because Affirm isn’","text":"Affirm just reported an outstanding earnings call a few weeks ago that showed continued massive growth AND a huge reduction in losses. Since that call all they’ve reported was an extension with Shopify for their exclusive rights agreement, an expanded partnership with WooCommerce of Canada and ANOTHER strategic partnership that makes Affirm’s Adaptive Checkout available to Stripe users all across the U.S.Affirm has reported NO BAD NEWS yet the stock price has been reduced by 20% the last couple of days by market manipulation and a hit opinion piece by some woman who is in cahoots with the big banks and credit card cartels. This is pathetic but at least we know what we own and also know Affirm will be marching higher sooner than later. Ignore the noise and add if you can because Affirm isn’","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053819137","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053814934,"gmtCreate":1654515702728,"gmtModify":1676535460416,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053814934","repostId":"9053837848","repostType":1,"repost":{"id":9053837848,"gmtCreate":1654514380193,"gmtModify":1676535460197,"author":{"id":"9000000000000689","authorId":"9000000000000689","name":"BellaFaraday","avatar":"https://static.tigerbbs.com/4710ee7ef9b07790b4f0c5fa685b6bbd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000689","authorIdStr":"9000000000000689"},"themes":[],"htmlText":"OPEC to increase oil output, Australia bumper wheat, to alleviate food supply issues, China lockdown eases as they learned from Shanghai and didn't need to lock down Beijing. Inflation peaked in March and heading down. Some companies like Apple are moving manufacturing to Vietnam. Markets to make all time highs again within the year. Got myself some $AMZN for the split, $ROKU, $MDB, $SPY, and $AAPL.<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>","listText":"OPEC to increase oil output, Australia bumper wheat, to alleviate food supply issues, China lockdown eases as they learned from Shanghai and didn't need to lock down Beijing. Inflation peaked in March and heading down. Some companies like Apple are moving manufacturing to Vietnam. Markets to make all time highs again within the year. Got myself some $AMZN for the split, $ROKU, $MDB, $SPY, and $AAPL.<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>","text":"OPEC to increase oil output, Australia bumper wheat, to alleviate food supply issues, China lockdown eases as they learned from Shanghai and didn't need to lock down Beijing. Inflation peaked in March and heading down. Some companies like Apple are moving manufacturing to Vietnam. Markets to make all time highs again within the year. Got myself some $AMZN for the split, $ROKU, $MDB, $SPY, and $AAPL.$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053837848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053814082,"gmtCreate":1654515695146,"gmtModify":1676535460409,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053814082","repostId":"9053810479","repostType":1,"repost":{"id":9053810479,"gmtCreate":1654514660692,"gmtModify":1676535460235,"author":{"id":"9000000000000478","authorId":"9000000000000478","name":"Maria_yy","avatar":"https://static.tigerbbs.com/168415c8fa94e7b14ffb415e8098eac9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000478","authorIdStr":"9000000000000478"},"themes":[],"htmlText":"\"I remain cautious around increasing prices in this period of uncertainty, and we will continue to monitor and maintain a measured approach toward this strategy,\" said CEO Calvin McDonaldThis was enough to take out half the market cap of GT and othe r much cheaper companies with higher growth. Let's wait and see<a href=\"https://laohu8.com/S/LULU\">$Lululemon Athletica(LULU)$</a>","listText":"\"I remain cautious around increasing prices in this period of uncertainty, and we will continue to monitor and maintain a measured approach toward this strategy,\" said CEO Calvin McDonaldThis was enough to take out half the market cap of GT and othe r much cheaper companies with higher growth. Let's wait and see<a href=\"https://laohu8.com/S/LULU\">$Lululemon Athletica(LULU)$</a>","text":"\"I remain cautious around increasing prices in this period of uncertainty, and we will continue to monitor and maintain a measured approach toward this strategy,\" said CEO Calvin McDonaldThis was enough to take out half the market cap of GT and othe r much cheaper companies with higher growth. Let's wait and see$Lululemon Athletica(LULU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053810479","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053815481,"gmtCreate":1654515687443,"gmtModify":1676535460401,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053815481","repostId":"9053819905","repostType":1,"repost":{"id":9053819905,"gmtCreate":1654514688609,"gmtModify":1676535460237,"author":{"id":"9000000000000626","authorId":"9000000000000626","name":"DonnaMay","avatar":"https://static.tigerbbs.com/f20dbb02d38eebfd4b768781cc568594","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000626","authorIdStr":"9000000000000626"},"themes":[],"htmlText":"So, can i see the whoo-ha through the lulu pants or not?? Anyway .. the notion that there is an insatiable appetite for yoga apparel and the only source is lulu sounds a lot more like an army of fad/icon worshipers headed towards a cliff than a viable investment thesis.Their growth is good, but the market has WAY overshot this valuation IMO. The reckoning will be here soon!<a href=\"https://laohu8.com/S/LULU\">$Lululemon Athletica(LULU)$</a>","listText":"So, can i see the whoo-ha through the lulu pants or not?? Anyway .. the notion that there is an insatiable appetite for yoga apparel and the only source is lulu sounds a lot more like an army of fad/icon worshipers headed towards a cliff than a viable investment thesis.Their growth is good, but the market has WAY overshot this valuation IMO. The reckoning will be here soon!<a href=\"https://laohu8.com/S/LULU\">$Lululemon Athletica(LULU)$</a>","text":"So, can i see the whoo-ha through the lulu pants or not?? Anyway .. the notion that there is an insatiable appetite for yoga apparel and the only source is lulu sounds a lot more like an army of fad/icon worshipers headed towards a cliff than a viable investment thesis.Their growth is good, but the market has WAY overshot this valuation IMO. The reckoning will be here soon!$Lululemon Athletica(LULU)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053819905","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053815143,"gmtCreate":1654515579282,"gmtModify":1676535460389,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053815143","repostId":"1152749220","repostType":4,"repost":{"id":"1152749220","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":1654508942,"share":"https://ttm.financial/m/news/1152749220?lang=&edition=fundamental","pubTime":"2022-06-06 17:49","market":"us","language":"en","title":"Tiger Chart | The Billionaires Are Bleeding. Elon Musk Have Lost More Than $59 Billion This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1152749220","media":"Tiger Newspress","summary":"The billionaires are bleeding. Elon Musk, Jeff Bezos and other top earners have lost nearly $200 bil","content":"<html><head></head><body><p>The billionaires are bleeding. Elon Musk, Jeff Bezos and other top earners have lost nearly $200 billion in 2022. Elon Musk’s wealth down by more than $59 billion this year as Tesla stock drops to $703, according to Bloomberg&#39;s Billionaire&#39;s Index, a daily ranking of the world&#39;s wealthiest.</p><p><img src=\"https://static.tigerbbs.com/f40c154fbdff36b6c53d51804cea04db\" tg-width=\"1499\" tg-height=\"1458\" referrerpolicy=\"no-referrer\"/></p><p>Tesla CEO Elon Musk suffered the most losses among the top ten billionaires. As of last Friday, Musk&#39;s net assets were $211billion, with a loss of $59.5 billion this year, but still ranked first in the rich list.</p><p>Just behind Musk is Amazon.com founder and former CEO Jeff Bezos. Amazon shares have lost 26.6% so far this year. Year-to-date, Bezos has lost $46.1 billion.</p><p>Bernard Arnault, chairman of LVMH, has a net asset of 137billion US dollars and a loss of 41billion US dollars this year.</p><p>Microsoft co-founder Bill Gates has a net worth of $123billion and a loss of $14.9 billion this year.</p><p>Warren Buffett, chairman of Berkshire Hathaway, has a net asset of $113billion, and his wealth has increased by $3.7 billion this year.</p><p>Google co-founder Larry Page has a net worth of $104billion and a loss of $24.5 billion this year.</p><p>Mukesh Ambani, chairman of Reliance Group in India, has a net asset of $101billion, an increase of $11.3 billion this year.</p><p>Google co-founder Sergey Brin has a net worth of $99.6 billion and a loss of $23.9 billion this year.</p><p>Gautam Adani, founder of Adani Group in India, has a net asset of US $95.8 billion, an increase of US $19.3 billion this year.</p><p>Steve Ballmer, former CEO of Microsoft, has a net asset of 95.4 billion US dollars and a loss of 10.3 billion US dollars this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78af532aaf33a91bc4762edd579a7648\" tg-width=\"1491\" tg-height=\"685\" referrerpolicy=\"no-referrer\"/><span>Source: Bloomberg Billionaires Index</span></p><p>The S&amp;P 500 has fallen 13.8% so far this year. Since January 3, the market has been in the process of adjustment, and the duration has exceeded the historical average adjustment time.</p><p><img src=\"https://static.tigerbbs.com/77432e49bbc1ae0b3080c27767816e32\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>So far this year, Tesla&#39;s share price has fallen by 33.4% and Amazon&#39;s share price has fallen by 26.6%, seriously affecting the wealth of the world&#39;s two richest people, who have lost a total of $105billion.</p><p>In 2022, only 3 of the top 10 billionaires achieved wealth growth, including Buffett and two Indian billionaires Ambani and Adani.</p><p>So far this year, only 5 of the 25 richest people in the world have achieved wealth growth. In addition to Buffett, Ambani and Adani, there are Mexican tycoon carlosslim (an increase of $4.2 billion) and Dell founder Michael Dell (an increase of $89.4 million), who rank 12th and 21st respectively on the rich list.</p><p>In addition to the top ten richest people, Mark Zuckerberg, the founder and CEO of Meta, lost the most wealth this year, with his worth reduced by $55billion, second only to musk.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Chart | The Billionaires Are Bleeding. Elon Musk Have Lost More Than $59 Billion This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Chart | The Billionaires Are Bleeding. Elon Musk Have Lost More Than $59 Billion This Year\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\">2022-06-06 17:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The billionaires are bleeding. Elon Musk, Jeff Bezos and other top earners have lost nearly $200 billion in 2022. Elon Musk’s wealth down by more than $59 billion this year as Tesla stock drops to $703, according to Bloomberg&#39;s Billionaire&#39;s Index, a daily ranking of the world&#39;s wealthiest.</p><p><img src=\"https://static.tigerbbs.com/f40c154fbdff36b6c53d51804cea04db\" tg-width=\"1499\" tg-height=\"1458\" referrerpolicy=\"no-referrer\"/></p><p>Tesla CEO Elon Musk suffered the most losses among the top ten billionaires. As of last Friday, Musk&#39;s net assets were $211billion, with a loss of $59.5 billion this year, but still ranked first in the rich list.</p><p>Just behind Musk is Amazon.com founder and former CEO Jeff Bezos. Amazon shares have lost 26.6% so far this year. Year-to-date, Bezos has lost $46.1 billion.</p><p>Bernard Arnault, chairman of LVMH, has a net asset of 137billion US dollars and a loss of 41billion US dollars this year.</p><p>Microsoft co-founder Bill Gates has a net worth of $123billion and a loss of $14.9 billion this year.</p><p>Warren Buffett, chairman of Berkshire Hathaway, has a net asset of $113billion, and his wealth has increased by $3.7 billion this year.</p><p>Google co-founder Larry Page has a net worth of $104billion and a loss of $24.5 billion this year.</p><p>Mukesh Ambani, chairman of Reliance Group in India, has a net asset of $101billion, an increase of $11.3 billion this year.</p><p>Google co-founder Sergey Brin has a net worth of $99.6 billion and a loss of $23.9 billion this year.</p><p>Gautam Adani, founder of Adani Group in India, has a net asset of US $95.8 billion, an increase of US $19.3 billion this year.</p><p>Steve Ballmer, former CEO of Microsoft, has a net asset of 95.4 billion US dollars and a loss of 10.3 billion US dollars this year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78af532aaf33a91bc4762edd579a7648\" tg-width=\"1491\" tg-height=\"685\" referrerpolicy=\"no-referrer\"/><span>Source: Bloomberg Billionaires Index</span></p><p>The S&amp;P 500 has fallen 13.8% so far this year. Since January 3, the market has been in the process of adjustment, and the duration has exceeded the historical average adjustment time.</p><p><img src=\"https://static.tigerbbs.com/77432e49bbc1ae0b3080c27767816e32\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>So far this year, Tesla&#39;s share price has fallen by 33.4% and Amazon&#39;s share price has fallen by 26.6%, seriously affecting the wealth of the world&#39;s two richest people, who have lost a total of $105billion.</p><p>In 2022, only 3 of the top 10 billionaires achieved wealth growth, including Buffett and two Indian billionaires Ambani and Adani.</p><p>So far this year, only 5 of the 25 richest people in the world have achieved wealth growth. In addition to Buffett, Ambani and Adani, there are Mexican tycoon carlosslim (an increase of $4.2 billion) and Dell founder Michael Dell (an increase of $89.4 million), who rank 12th and 21st respectively on the rich list.</p><p>In addition to the top ten richest people, Mark Zuckerberg, the founder and CEO of Meta, lost the most wealth this year, with his worth reduced by $55billion, second only to musk.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","LVMUY":"路易威登","AMZN":"亚马逊","GOOG":"谷歌","BRK.B":"伯克希尔B","BRK.A":"伯克希尔","TSLA":"特斯拉","META":"Meta Platforms, Inc.","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152749220","content_text":"The billionaires are bleeding. Elon Musk, Jeff Bezos and other top earners have lost nearly $200 billion in 2022. Elon Musk’s wealth down by more than $59 billion this year as Tesla stock drops to $703, according to Bloomberg's Billionaire's Index, a daily ranking of the world's wealthiest.Tesla CEO Elon Musk suffered the most losses among the top ten billionaires. As of last Friday, Musk's net assets were $211billion, with a loss of $59.5 billion this year, but still ranked first in the rich list.Just behind Musk is Amazon.com founder and former CEO Jeff Bezos. Amazon shares have lost 26.6% so far this year. Year-to-date, Bezos has lost $46.1 billion.Bernard Arnault, chairman of LVMH, has a net asset of 137billion US dollars and a loss of 41billion US dollars this year.Microsoft co-founder Bill Gates has a net worth of $123billion and a loss of $14.9 billion this year.Warren Buffett, chairman of Berkshire Hathaway, has a net asset of $113billion, and his wealth has increased by $3.7 billion this year.Google co-founder Larry Page has a net worth of $104billion and a loss of $24.5 billion this year.Mukesh Ambani, chairman of Reliance Group in India, has a net asset of $101billion, an increase of $11.3 billion this year.Google co-founder Sergey Brin has a net worth of $99.6 billion and a loss of $23.9 billion this year.Gautam Adani, founder of Adani Group in India, has a net asset of US $95.8 billion, an increase of US $19.3 billion this year.Steve Ballmer, former CEO of Microsoft, has a net asset of 95.4 billion US dollars and a loss of 10.3 billion US dollars this year.Source: Bloomberg Billionaires IndexThe S&P 500 has fallen 13.8% so far this year. Since January 3, the market has been in the process of adjustment, and the duration has exceeded the historical average adjustment time.So far this year, Tesla's share price has fallen by 33.4% and Amazon's share price has fallen by 26.6%, seriously affecting the wealth of the world's two richest people, who have lost a total of $105billion.In 2022, only 3 of the top 10 billionaires achieved wealth growth, including Buffett and two Indian billionaires Ambani and Adani.So far this year, only 5 of the 25 richest people in the world have achieved wealth growth. In addition to Buffett, Ambani and Adani, there are Mexican tycoon carlosslim (an increase of $4.2 billion) and Dell founder Michael Dell (an increase of $89.4 million), who rank 12th and 21st respectively on the rich list.In addition to the top ten richest people, Mark Zuckerberg, the founder and CEO of Meta, lost the most wealth this year, with his worth reduced by $55billion, second only to musk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050856138,"gmtCreate":1654174467124,"gmtModify":1676535406628,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050856138","repostId":"1172864297","repostType":4,"repost":{"id":"1172864297","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":1654172212,"share":"https://ttm.financial/m/news/1172864297?lang=&edition=fundamental","pubTime":"2022-06-02 20:16","market":"us","language":"en","title":"Private Payrolls Increased by Just 128,000 in May, the Slowest Growth of the Recovery, ADP Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1172864297","media":"Tiger Newspress","summary":"Job creation at companies decelerated to the slowest pace of the pandemic-era recovery in May, payro","content":"<html><head></head><body><p>Job creation at companies decelerated to the slowest pace of the pandemic-era recovery in May, payroll processing firm ADP reported Thursday.</p><p>Private sector employment rose by just 128,000 for the month, falling well short of the 299,000 Dow Jones estimate and a decline from the downwardly revised 202,000 in April, initially reported as a gain of 247,000.</p><p>The big drop-off marked the worst month since the massive layoffs in April 2020, when companiessent home more than 19 million workersas the Covid outbreak triggered a massive economic shutdown.</p><p>By ADP’s count — which usually differs somewhat from government figures — payrolls had increased by nearly 500,000 a month over the past year.</p><p>May’s slowdown in hiring comes amidfears of a broader economic pullback. Inflation running around its highest level in 40 years, theongoing war in Ukraineand a Covid-induced shutdown in China, which since has been lifted though with conditions, have generated fears that the U.S. could be on the brink of recession.</p><p>Small business took the biggest hit during the month, as companies employing fewer than 50 workers reduced payrolls by 91,000. Of that decline, 78,000 layoffs came from businesses with fewer than 20 employees.</p><p>“Under a backdrop of a tight labor market and elevated inflation, monthly job gains are closer to pre-pandemic levels,” ADP chief economist Nela Richardson said. “The job growth rate of hiring has tempered across all industries, while small businesses remain a source of concern as they struggle to keep up with larger firms that have been booming as of late.”</p><p>The biggest change in the ADP count came in leisure and hospitality, the sector most hit most by restrictions and which has been a leader throughout the recovery. May saw new hires of just 17,000, even as the summer tourism season hits full swing.</p><p>Education and health services led sectors with growth of 46,000, while professional and business services was next with 23,000 and manufacturing added 22,000. Service-providing jobs grew by 104,000, while good producers added 24,000.</p><p>Companies with 500 or more workers led with payroll gains of 122,000, while mid-size firms contributed 97,000.</p><p>The report comes the day before the Bureau of Labor Statistics issues its more closely followed nonfarm payrolls count, which is expected to show a gain of 328,000 following April’s 428,000. The unemployment rate is forecast to edge down to 3.5%, which would tie for the lowest since December 1969.</p><p>The BLS count includes government jobs, differing from ADP, which is a tally of private payrolls.</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>Private Payrolls Increased by Just 128,000 in May, the Slowest Growth of the Recovery, ADP Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPrivate Payrolls Increased by Just 128,000 in May, the Slowest Growth of the Recovery, ADP Says\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\">2022-06-02 20:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Job creation at companies decelerated to the slowest pace of the pandemic-era recovery in May, payroll processing firm ADP reported Thursday.</p><p>Private sector employment rose by just 128,000 for the month, falling well short of the 299,000 Dow Jones estimate and a decline from the downwardly revised 202,000 in April, initially reported as a gain of 247,000.</p><p>The big drop-off marked the worst month since the massive layoffs in April 2020, when companiessent home more than 19 million workersas the Covid outbreak triggered a massive economic shutdown.</p><p>By ADP’s count — which usually differs somewhat from government figures — payrolls had increased by nearly 500,000 a month over the past year.</p><p>May’s slowdown in hiring comes amidfears of a broader economic pullback. Inflation running around its highest level in 40 years, theongoing war in Ukraineand a Covid-induced shutdown in China, which since has been lifted though with conditions, have generated fears that the U.S. could be on the brink of recession.</p><p>Small business took the biggest hit during the month, as companies employing fewer than 50 workers reduced payrolls by 91,000. Of that decline, 78,000 layoffs came from businesses with fewer than 20 employees.</p><p>“Under a backdrop of a tight labor market and elevated inflation, monthly job gains are closer to pre-pandemic levels,” ADP chief economist Nela Richardson said. “The job growth rate of hiring has tempered across all industries, while small businesses remain a source of concern as they struggle to keep up with larger firms that have been booming as of late.”</p><p>The biggest change in the ADP count came in leisure and hospitality, the sector most hit most by restrictions and which has been a leader throughout the recovery. May saw new hires of just 17,000, even as the summer tourism season hits full swing.</p><p>Education and health services led sectors with growth of 46,000, while professional and business services was next with 23,000 and manufacturing added 22,000. Service-providing jobs grew by 104,000, while good producers added 24,000.</p><p>Companies with 500 or more workers led with payroll gains of 122,000, while mid-size firms contributed 97,000.</p><p>The report comes the day before the Bureau of Labor Statistics issues its more closely followed nonfarm payrolls count, which is expected to show a gain of 328,000 following April’s 428,000. The unemployment rate is forecast to edge down to 3.5%, which would tie for the lowest since December 1969.</p><p>The BLS count includes government jobs, differing from ADP, which is a tally of private payrolls.</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":"1172864297","content_text":"Job creation at companies decelerated to the slowest pace of the pandemic-era recovery in May, payroll processing firm ADP reported Thursday.Private sector employment rose by just 128,000 for the month, falling well short of the 299,000 Dow Jones estimate and a decline from the downwardly revised 202,000 in April, initially reported as a gain of 247,000.The big drop-off marked the worst month since the massive layoffs in April 2020, when companiessent home more than 19 million workersas the Covid outbreak triggered a massive economic shutdown.By ADP’s count — which usually differs somewhat from government figures — payrolls had increased by nearly 500,000 a month over the past year.May’s slowdown in hiring comes amidfears of a broader economic pullback. Inflation running around its highest level in 40 years, theongoing war in Ukraineand a Covid-induced shutdown in China, which since has been lifted though with conditions, have generated fears that the U.S. could be on the brink of recession.Small business took the biggest hit during the month, as companies employing fewer than 50 workers reduced payrolls by 91,000. Of that decline, 78,000 layoffs came from businesses with fewer than 20 employees.“Under a backdrop of a tight labor market and elevated inflation, monthly job gains are closer to pre-pandemic levels,” ADP chief economist Nela Richardson said. “The job growth rate of hiring has tempered across all industries, while small businesses remain a source of concern as they struggle to keep up with larger firms that have been booming as of late.”The biggest change in the ADP count came in leisure and hospitality, the sector most hit most by restrictions and which has been a leader throughout the recovery. May saw new hires of just 17,000, even as the summer tourism season hits full swing.Education and health services led sectors with growth of 46,000, while professional and business services was next with 23,000 and manufacturing added 22,000. Service-providing jobs grew by 104,000, while good producers added 24,000.Companies with 500 or more workers led with payroll gains of 122,000, while mid-size firms contributed 97,000.The report comes the day before the Bureau of Labor Statistics issues its more closely followed nonfarm payrolls count, which is expected to show a gain of 328,000 following April’s 428,000. The unemployment rate is forecast to edge down to 3.5%, which would tie for the lowest since December 1969.The BLS count includes government jobs, differing from ADP, which is a tally of private payrolls.","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027795438,"gmtCreate":1654083335124,"gmtModify":1676535390943,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027795438","repostId":"1185841943","repostType":4,"repost":{"id":"1185841943","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":1654080330,"share":"https://ttm.financial/m/news/1185841943?lang=&edition=fundamental","pubTime":"2022-06-01 18:45","market":"us","language":"en","title":"Tiger Chart | Top 10 S&P 500 Gainers For May","url":"https://stock-news.laohu8.com/highlight/detail?id=1185841943","media":"Tiger Newspress","summary":"Among top 10 S&P 500 gainers for last month, oil companies stood out, with Devon, Marathon Oil and O","content":"<html><head></head><body><p>Among top 10 S&amp;P 500 gainers for last month, oil companies stood out, with <a href=\"https://laohu8.com/S/DVN\">Devon</a>, <a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a> and <a href=\"https://laohu8.com/S/OXY\">Occidental</a> surging over 25%.<img src=\"https://static.tigerbbs.com/d095e785df353539cbc0fc5eae92383f\" tg-width=\"1458\" tg-height=\"2049\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Chart | Top 10 S&P 500 Gainers For May</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Chart | Top 10 S&P 500 Gainers For May\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\">2022-06-01 18:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Among top 10 S&amp;P 500 gainers for last month, oil companies stood out, with <a href=\"https://laohu8.com/S/DVN\">Devon</a>, <a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a> and <a href=\"https://laohu8.com/S/OXY\">Occidental</a> surging over 25%.<img src=\"https://static.tigerbbs.com/d095e785df353539cbc0fc5eae92383f\" tg-width=\"1458\" tg-height=\"2049\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PXD":"先锋自然资源","NRG":"NRG能源","LUMN":"Lumen Technologies","FANG":"Diamondback Energy","DVN":"德文能源","EPAM":"Epam Systems",".SPX":"S&P 500 Index","DXC":"DXC Technology Company","OXY":"西方石油"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185841943","content_text":"Among top 10 S&P 500 gainers for last month, oil companies stood out, with Devon, Marathon Oil and Occidental surging over 25%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024236056,"gmtCreate":1653872758675,"gmtModify":1676535354543,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024236056","repostId":"2239733199","repostType":4,"repost":{"id":"2239733199","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":1653865624,"share":"https://ttm.financial/m/news/2239733199?lang=&edition=fundamental","pubTime":"2022-05-30 07:07","market":"us","language":"en","title":"GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2239733199","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A h","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n     HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n     Monday 5/30 \n</p>\n<p>\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n     Tuesday 5/31 \n</p>\n<p>\n     HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n     Wednesday 6/1 \n</p>\n<p>\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n     Thursday 6/2 \n</p>\n<p>\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n     Friday 6/3 \n</p>\n<p>\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-30 07:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n     HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n     Monday 5/30 \n</p>\n<p>\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n     Tuesday 5/31 \n</p>\n<p>\n     HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n     Wednesday 6/1 \n</p>\n<p>\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n     Thursday 6/2 \n</p>\n<p>\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n     Friday 6/3 \n</p>\n<p>\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPE":"慧与科技","HRL":"荷美尔","ISBC":"投资者银行","NFLX":"奈飞","LULU":"lululemon athletica","NVDA":"英伟达","GME":"游戏驿站","PCAR":"帕卡"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239733199","content_text":"By Nicholas Jasinski \n\n\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n\n\n     HP and Salesforce.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n\n\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and PayPal Holdings on Thursday. \n\n\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n\n\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n\n\n     Monday 5/30 \n\n\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n\n\n     Tuesday 5/31 \n\n\n     HP Inc. and Salesforce.com announce earnings. \n\n\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n\n\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n\n\n     Wednesday 6/1 \n\n\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n\n\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n\n\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n\n\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n\n\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n\n\n     Thursday 6/2 \n\n\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n\n\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n\n\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n\n\n     Friday 6/3 \n\n\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n\n\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n\n\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about one point less than the April figure. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  May 31, 2022 08:33 ET (12:33 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024081623,"gmtCreate":1653780473462,"gmtModify":1676535338586,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Pls 👍&nbsp;","listText":"Pls 👍&nbsp;","text":"Pls 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024081623","repostId":"2238219576","repostType":4,"repost":{"id":"2238219576","kind":"highlight","pubTimestamp":1653811998,"share":"https://ttm.financial/m/news/2238219576?lang=&edition=fundamental","pubTime":"2022-05-29 16:13","market":"us","language":"en","title":"These 3 Unique Stocks Have Undeniable Long-Term Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2238219576","media":"Motley Fool","summary":"Market drops are the best time to put money to work and juice long-term returns.","content":"<html><head></head><body><p>Investors always need to consider valuation as well as business potential when deciding whether to invest in a stock. When valuations are in a general decline, as they are right now, it can be a great time to dig in and look for companies that have long-term potential. Smart investors use corrections and bear markets to provide extra juice for future returns.</p><p>Technology stocks have led the decline, as their prior gains led to lofty valuation levels. But there have been meaningful drops in all sectors, and investors can use this market decline to add a diverse mix of holdings with solid businesses, despite recent stock declines.</p><p>Here are three stocks that have dropped between 25% and 35% this year but offer investors diversity and solid long-term prospects.</p><h2>Strong sales growth</h2><p>A good mix of three such businesses that should continue to have solid future growth are <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/HD\">Home Depot</a>, and GPS device maker <a href=\"https://laohu8.com/S/GRMN\">Garmin</a>. When the biggest knock on a stock is its valuation, a bear market offers a chance to reevaluate whether it belongs in your portfolio.</p><p>Heading into this year, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares returned more than 1,000% over the prior two and a half years. <a href=\"https://laohu8.com/S/HD\">Home Depot</a> gained about 120% in that time, pushing the valuations of both stocks ahead of the businesses themselves. In some environments, that&#39;s OK, and the business results will catch up quickly.</p><p>But in the current environment, the stocks started to correct as supply chain challenges, the onset of inflation, and rising interest rates raised questions about business results in the near-term future. But in the longer term, sales growth should continue for these companies.</p><p>Tesla believes rising demand, and its two new manufacturing plants that opened this year in Texas and Germany, will help it achieve 50% annual sales growth for several more years. <a href=\"https://laohu8.com/S/GRMN\">Garmin</a> has been riding a long-term wave of growing interest in outdoor activities. Sales of its popular GPS-enabled products rose 19% in 2021, capping off six straight years of increasing revenue. And Home Depot has also worked to increase its revenue by 50% over the past five years.</p><p><img src=\"https://static.tigerbbs.com/10d69d97c1de3f246ec652769b88ea4f\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>HD Revenue (Annual) data by YCharts</p><h2>Falling to the bottom line</h2><p>Much of that revenue for all three companies is also reaching the bottom line. Tesla stands out among automakers with an impressive operating margin of 19.2% in the first quarter. When looked at on a trailing 12-month (TTM) basis, the improvement seems even more impressive, and is more than twice what traditional automakers like <a href=\"https://laohu8.com/S/GM\">General Motors</a> and <a href=\"https://laohu8.com/S/F\">Ford</a> have been able to achieve over the last several years.</p><p><img src=\"https://static.tigerbbs.com/0917d4c877622aa36563adf987cb27ce\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Operating Margin (TTM) data by YCharts</p><p><a href=\"https://laohu8.com/S/GRMN\">Garmin</a>&#39;s profitability is even more impressive, as it has steadily achieved gross margins approaching 60%, and operating margins have been hovering around 25% over the past two years.</p><h2>Why invest now?</h2><p>Whether to invest in these businesses now still should be determined by what looks to come ahead, not from past performance. But all three look to continue their recent success. <a href=\"https://laohu8.com/S/GRMN\">Garmin</a> grew revenue 9% in the first quarter, and maintains its estimate for more than a 10% increase for the full year versus 2021. Management also showed its confidence by announcing a newly authorized $300 million share repurchase plan. The share buyback would be the first in four years and complements a reliable dividend that recently yielded 2.6%.</p><p><a href=\"https://laohu8.com/S/HD\">Home Depot</a> initiated a multiyear investment program in 2017 that has helped its digital sales soar. But the One Home Depot plan also now focuses on growing its professionals business. Increasing that customer base helped its average sales ticket grow by 11.4% in the first quarter versus the prior-year period. The company expects that improvement to continue.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s astounding sales growth doesn&#39;t make the stock cheap by traditional valuation metrics. Even after its recent drop, Tesla shares trade at a sky-high price-to-earnings (P/E) ratio of 133 based on 2021 earnings. But if sales continue to soar 50% annually as expected, that will continue to move down. That will take some time, however, and is another reason that these are being looked at as investments for the long haul. That valuation may mean limited upside in Tesla shares for a few years.</p><p>But that&#39;s how retirement savings should be invested. Many years from now, investments in Tesla, Home Depot, and Garmin made today will likely become important parts of a retirement portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Unique Stocks Have Undeniable Long-Term Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 3 Unique Stocks Have Undeniable Long-Term Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-29 16:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/27/these-3-unique-stocks-have-undeniable-long-term-up/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors always need to consider valuation as well as business potential when deciding whether to invest in a stock. When valuations are in a general decline, as they are right now, it can be a great...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/27/these-3-unique-stocks-have-undeniable-long-term-up/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRMN":"佳明","HD":"家得宝","BK4534":"瑞士信贷持仓","BK4523":"印度概念","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4566":"资本集团","TSLA":"特斯拉","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4083":"家庭装潢零售","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/05/27/these-3-unique-stocks-have-undeniable-long-term-up/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238219576","content_text":"Investors always need to consider valuation as well as business potential when deciding whether to invest in a stock. When valuations are in a general decline, as they are right now, it can be a great time to dig in and look for companies that have long-term potential. Smart investors use corrections and bear markets to provide extra juice for future returns.Technology stocks have led the decline, as their prior gains led to lofty valuation levels. But there have been meaningful drops in all sectors, and investors can use this market decline to add a diverse mix of holdings with solid businesses, despite recent stock declines.Here are three stocks that have dropped between 25% and 35% this year but offer investors diversity and solid long-term prospects.Strong sales growthA good mix of three such businesses that should continue to have solid future growth are Tesla, Home Depot, and GPS device maker Garmin. When the biggest knock on a stock is its valuation, a bear market offers a chance to reevaluate whether it belongs in your portfolio.Heading into this year, Tesla shares returned more than 1,000% over the prior two and a half years. Home Depot gained about 120% in that time, pushing the valuations of both stocks ahead of the businesses themselves. In some environments, that's OK, and the business results will catch up quickly.But in the current environment, the stocks started to correct as supply chain challenges, the onset of inflation, and rising interest rates raised questions about business results in the near-term future. But in the longer term, sales growth should continue for these companies.Tesla believes rising demand, and its two new manufacturing plants that opened this year in Texas and Germany, will help it achieve 50% annual sales growth for several more years. Garmin has been riding a long-term wave of growing interest in outdoor activities. Sales of its popular GPS-enabled products rose 19% in 2021, capping off six straight years of increasing revenue. And Home Depot has also worked to increase its revenue by 50% over the past five years.HD Revenue (Annual) data by YChartsFalling to the bottom lineMuch of that revenue for all three companies is also reaching the bottom line. Tesla stands out among automakers with an impressive operating margin of 19.2% in the first quarter. When looked at on a trailing 12-month (TTM) basis, the improvement seems even more impressive, and is more than twice what traditional automakers like General Motors and Ford have been able to achieve over the last several years.TSLA Operating Margin (TTM) data by YChartsGarmin's profitability is even more impressive, as it has steadily achieved gross margins approaching 60%, and operating margins have been hovering around 25% over the past two years.Why invest now?Whether to invest in these businesses now still should be determined by what looks to come ahead, not from past performance. But all three look to continue their recent success. Garmin grew revenue 9% in the first quarter, and maintains its estimate for more than a 10% increase for the full year versus 2021. Management also showed its confidence by announcing a newly authorized $300 million share repurchase plan. The share buyback would be the first in four years and complements a reliable dividend that recently yielded 2.6%.Home Depot initiated a multiyear investment program in 2017 that has helped its digital sales soar. But the One Home Depot plan also now focuses on growing its professionals business. Increasing that customer base helped its average sales ticket grow by 11.4% in the first quarter versus the prior-year period. The company expects that improvement to continue.Tesla's astounding sales growth doesn't make the stock cheap by traditional valuation metrics. Even after its recent drop, Tesla shares trade at a sky-high price-to-earnings (P/E) ratio of 133 based on 2021 earnings. But if sales continue to soar 50% annually as expected, that will continue to move down. That will take some time, however, and is another reason that these are being looked at as investments for the long haul. That valuation may mean limited upside in Tesla shares for a few years.But that's how retirement savings should be invested. Many years from now, investments in Tesla, Home Depot, and Garmin made today will likely become important parts of a retirement portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025785983,"gmtCreate":1653746516142,"gmtModify":1676535335885,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025785983","repostId":"2238219576","repostType":4,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025174814,"gmtCreate":1653649260338,"gmtModify":1676535320938,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"pls","listText":"pls","text":"pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025174814","repostId":"1168742417","repostType":4,"repost":{"id":"1168742417","kind":"news","pubTimestamp":1653643882,"share":"https://ttm.financial/m/news/1168742417?lang=&edition=fundamental","pubTime":"2022-05-27 17:31","market":"us","language":"en","title":"Fed’s Favored Inflation Gauge Is Coming. How Will It Affect U.S. Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1168742417","media":"Barrons","summary":"When the Bureau of Economic Analysis on Friday reports April income and spending data, investors wil","content":"<html><head></head><body><p>When the Bureau of Economic Analysis on Friday reports April income and spending data, investors will get a look at the Federal Reserve’s favorite inflation metric.</p><p>The core personal consumption expenditure index deflator is the metric the central bank uses to guide policy decisions. The gauge, which excludes food and energy, tends to run about a half-percentage point below the consumer price index.</p><p>Economists polled by FactSet expect the core PCE to have risen 4.9% in April from a year earlier, down from an 5.2% clip in March and the slowest pace this year. That is largely because of the so-called base effect, where high year-ago numbers fall out of the calculation, and because of legislated cuts in Medicare payments to medical-services providers, which have weighed on medical-services prices.</p><p>A slowdown in consumer price inflation will be welcome, but markets and policy makers will be more interested in the details of the month-to-month print, says Ian Shepherdson, chief economist at Pantheon Macroeconomics.</p><p>From a month earlier, economists expect a 0.3% rise in the core PCE. That would be half the 0.6% core CPI reading reported a couple weeks ago, Shepherdson notes. The much smaller weighting of rent in the PCE and differing treatment of airline fares in the two measures explain much of the difference, he says.</p><p>Including food and energy, the PCE is expected to have risen 0.3% from a month earlier and 6.3% from a year earlier.</p><p>Omair Sharif, president of Inflation Insights, predicts the core PCE in April will have slowed a bit more than the consensus anticipates. He sees a 0.2% increase from a month earlier, but cautions against reading too much into a lower-than-expected reading.</p><p>“I think you want to be very careful in interpreting that moderation as indicative of a slowdown in inflation,” given that it’s driven by volatile imputed—or approximated—prices and a different measure of airfares than in the core CPI, he says.</p><p>Sharif also warns that there are swing factors at play in the latest data, including uncertainty around the BEA’s seasonal factors for used autos and trucks, meaning investors should brace for a surprise in either direction.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed’s Favored Inflation Gauge Is Coming. How Will It Affect 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\">\nFed’s Favored Inflation Gauge Is Coming. How Will It Affect U.S. Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/fed-inflation-pce-interest-rates-51653599915?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When the Bureau of Economic Analysis on Friday reports April income and spending data, investors will get a look at the Federal Reserve’s favorite inflation metric.The core personal consumption ...</p>\n\n<a href=\"https://www.barrons.com/articles/fed-inflation-pce-interest-rates-51653599915?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/fed-inflation-pce-interest-rates-51653599915?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168742417","content_text":"When the Bureau of Economic Analysis on Friday reports April income and spending data, investors will get a look at the Federal Reserve’s favorite inflation metric.The core personal consumption expenditure index deflator is the metric the central bank uses to guide policy decisions. The gauge, which excludes food and energy, tends to run about a half-percentage point below the consumer price index.Economists polled by FactSet expect the core PCE to have risen 4.9% in April from a year earlier, down from an 5.2% clip in March and the slowest pace this year. That is largely because of the so-called base effect, where high year-ago numbers fall out of the calculation, and because of legislated cuts in Medicare payments to medical-services providers, which have weighed on medical-services prices.A slowdown in consumer price inflation will be welcome, but markets and policy makers will be more interested in the details of the month-to-month print, says Ian Shepherdson, chief economist at Pantheon Macroeconomics.From a month earlier, economists expect a 0.3% rise in the core PCE. That would be half the 0.6% core CPI reading reported a couple weeks ago, Shepherdson notes. The much smaller weighting of rent in the PCE and differing treatment of airline fares in the two measures explain much of the difference, he says.Including food and energy, the PCE is expected to have risen 0.3% from a month earlier and 6.3% from a year earlier.Omair Sharif, president of Inflation Insights, predicts the core PCE in April will have slowed a bit more than the consensus anticipates. He sees a 0.2% increase from a month earlier, but cautions against reading too much into a lower-than-expected reading.“I think you want to be very careful in interpreting that moderation as indicative of a slowdown in inflation,” given that it’s driven by volatile imputed—or approximated—prices and a different measure of airfares than in the core CPI, he says.Sharif also warns that there are swing factors at play in the latest data, including uncertainty around the BEA’s seasonal factors for used autos and trucks, meaning investors should brace for a surprise in either direction.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022429768,"gmtCreate":1653572382754,"gmtModify":1676535305822,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022429768","repostId":"1162008729","repostType":4,"repost":{"id":"1162008729","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":1653572217,"share":"https://ttm.financial/m/news/1162008729?lang=&edition=fundamental","pubTime":"2022-05-26 21:36","market":"us","language":"en","title":"Snowflake Shares Plunged 11% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1162008729","media":"Tiger Newspress","summary":"Snowflake shares plunged 11% in morning trading Thursday following the company’s reported Q1 results","content":"<html><head></head><body><p>Snowflake shares plunged 11% in morning trading Thursday following the company’s reported Q1 results, with EPS of ($0.53) coming in significantly worse than the Street estimate of $0.01.</p><p><img src=\"https://static.tigerbbs.com/0a95b9dc755151eb001f89f9cf4098a0\" tg-width=\"874\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>Revenue grew 85% year-over-year to $422.4 million, compared to the Street estimate of $412.76 million. Product revenue grew 84% year-over-year to $394.4 million, and remaining performance obligations grew 82% year-over-year to $2.6 billion.</p><p>&#34;During Q1, product revenue grew 84% year-on-year to $394 million dollars. We closed the quarter with a record $181 million of non-GAAP adjusted free cash flow, pairing high growth with improving unit economics and operational efficiency,&#34; said Frank Slootman, Chairman and CEO, Snowflake. &#34;Snowflake&#39;s strategic focus is to enable every single workload type that needs access to data.&#34;</p><p>The company expects Q2 product revenue in the range of $435-$440 million. For the full 2023-year, the company expects product revenue in the range of $1.885 - $1.9 billion.</p><p>Shares of Snowflake were down 61% year-to-date going into the results.</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>Snowflake Shares Plunged 11% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSnowflake Shares Plunged 11% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-26 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Snowflake shares plunged 11% in morning trading Thursday following the company’s reported Q1 results, with EPS of ($0.53) coming in significantly worse than the Street estimate of $0.01.</p><p><img src=\"https://static.tigerbbs.com/0a95b9dc755151eb001f89f9cf4098a0\" tg-width=\"874\" tg-height=\"621\" width=\"100%\" height=\"auto\"/></p><p>Revenue grew 85% year-over-year to $422.4 million, compared to the Street estimate of $412.76 million. Product revenue grew 84% year-over-year to $394.4 million, and remaining performance obligations grew 82% year-over-year to $2.6 billion.</p><p>&#34;During Q1, product revenue grew 84% year-on-year to $394 million dollars. We closed the quarter with a record $181 million of non-GAAP adjusted free cash flow, pairing high growth with improving unit economics and operational efficiency,&#34; said Frank Slootman, Chairman and CEO, Snowflake. &#34;Snowflake&#39;s strategic focus is to enable every single workload type that needs access to data.&#34;</p><p>The company expects Q2 product revenue in the range of $435-$440 million. For the full 2023-year, the company expects product revenue in the range of $1.885 - $1.9 billion.</p><p>Shares of Snowflake were down 61% year-to-date going into the results.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162008729","content_text":"Snowflake shares plunged 11% in morning trading Thursday following the company’s reported Q1 results, with EPS of ($0.53) coming in significantly worse than the Street estimate of $0.01.Revenue grew 85% year-over-year to $422.4 million, compared to the Street estimate of $412.76 million. Product revenue grew 84% year-over-year to $394.4 million, and remaining performance obligations grew 82% year-over-year to $2.6 billion.\"During Q1, product revenue grew 84% year-on-year to $394 million dollars. We closed the quarter with a record $181 million of non-GAAP adjusted free cash flow, pairing high growth with improving unit economics and operational efficiency,\" said Frank Slootman, Chairman and CEO, Snowflake. \"Snowflake's strategic focus is to enable every single workload type that needs access to data.\"The company expects Q2 product revenue in the range of $435-$440 million. For the full 2023-year, the company expects product revenue in the range of $1.885 - $1.9 billion.Shares of Snowflake were down 61% year-to-date going into the results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026467950,"gmtCreate":1653431037370,"gmtModify":1676535278040,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Pls like n comment&nbsp;","listText":"Pls like n comment&nbsp;","text":"Pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026467950","repostId":"2237835951","repostType":4,"repost":{"id":"2237835951","kind":"highlight","pubTimestamp":1653384125,"share":"https://ttm.financial/m/news/2237835951?lang=&edition=fundamental","pubTime":"2022-05-24 17:22","market":"us","language":"en","title":"Apple: This Is A Blessing For Dividend Growth Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2237835951","media":"seekingalpha","summary":"SummaryIn this article, I start by explaining why I haven't added to Apple since last year using my ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>In this article, I start by explaining why I haven&#39;t added to Apple since last year using my macroeconomic view.</li><li>While stock price weakness isn&#39;t fun, investors can use better prices to get access to one of the best dividend growth stocks on the market.</li><li>Apple is sitting on a load of cash, and future high free cash flow will fuel both buybacks and dividend growth.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c8c050cfb147c509947da8a7709b03d\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Feline Lim/Getty Images News</span></p><p><b>Introduction</b></p><p>I own one dividend growth stock that is officially part of the technology sector. That stock is <b>Apple Inc. (</b><b>NASDAQ:AAPL</b><b>)</b>. It&#39;s one of my favorite investments despite its somewhat subdued exposure in my portfolio and the fact that I rarely cover the stock. I have 3.7% of my portfolio in Apple, which is below my portfolio average of 4.3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40a49ae31038734f82bf7edfe90dc9b3\" tg-width=\"640\" tg-height=\"321\" width=\"100%\" height=\"auto\"/><span>Author Portfolio</span></p><p>The reason why I haven&#39;t covered the stock since May 9, 2021, is the same reason why the stock is still way too small in my portfolio: macro developments. In this article, I will explain why Apple is doing so poorly after I wrote in 2021 that inflation would become a serious issue - especially with regard to the Federal Reserve&#39;s actions. However, while the current stock market isn&#39;t fun for long-only (long-term) investors, I&#39;m actually incredibly excited to see that Apple is doing so poorly. It provides us dividend growth investors with an opportunity to add at much better prices that will provide us with long-term opportunities to add substantial wealth to our portfolios. Apple is one of the stocks that need serious weakness to make sense for dividend growth investors.</p><p>In this article, I invite you to read my thoughts on macro, Apple, and my strategy in this market.</p><p>I will also explain why buying a very low yield makes sense for the &#34;average&#34; dividend investor.</p><p>So, let&#39;s get to it!</p><p><b>A Quick Look Back</b></p><p>Let&#39;s start with some transparency. I bought Apple in 2021 at an average price of $123.68. I haven&#39;t bought more shares since then for one big reason: I wasn&#39;t a fan of technology and &#34;growth&#34; stocks given the macro environment.</p><p>Last year, I wrote the following paragraph:</p><blockquote>When I say Apple&#39;s Achilles&#39; heel, I mean its sensitivity in times of rising inflation. I am not afraid of the competition potentially beating Apple long-term (i.e., Microsoft (MSFT)), and I am not afraid of recessions. While a recession will keep pressure on Apple for 1-2 years (on average), underperformance due to inflation is Apple&#39;s real enemy.</blockquote><p>Also, the following part applies here given what I&#39;m about to show you next:</p><blockquote>While highly speculative stocks get butchered, Apple is holding up very well as the company is what I consider to be the perfect mix of growth AND value. The company is not only expected to generate high growth in the future but also reward its investors already with massive buybacks and significant dividend hikes.</blockquote><p><b>Inflation &amp; Key Macro</b></p><p>Unfortunately, I was right as inflation did become a big issue. Consumer price inflation in the United States is now above 8%. The situation in key markets like Europe isn&#39;t much better as the reasons why inflation is high are similar in various economic &#34;hotspots.&#34;</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f60ef1a56fde1bce88cc43d9f09dd81e\" tg-width=\"640\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>St. Louis Federal Reserve</span></p><p>It all started in 2020 when lockdowns hurt supply chains. Inventories were empty and demand imploded in various sectors/industries. Then, demand came back roaring, yet there was no way for supply to rebound just as quickly. It hurt global shipping, manufacturing input prices, commodity prices, and much more. These problems still aren&#39;t gone as China started to lock down its cities again. Right now, this is once again causing supply chain issues to worsen in US ports. Add to this that energy markets are seeing severe supply/demand imbalances as drillers aren&#39;t able or willing to increase production. Oil prices are above $100 despite Chinese lockdowns, economic growth fears, and an aggressive Federal Reserve.</p><p>Add to this the war in Ukraine and the (related) food crisis that is slowly weakening the consumer where it hurts most: in essential purchases.</p><p>Moreover, central banks blew up their balance sheets like there was no tomorrow in 2020. Between the start of 2020 and the end of 2021, major central banks (Fed, ECB, Bank of Japan, People&#39;s Bank of China) raised their combined assets from $21 trillion to more than $31 trillion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c3ac383ba9a99dd86c06e7a1d1c4672\" tg-width=\"640\" tg-height=\"391\" width=\"100%\" height=\"auto\"/><span>Yardeni Research, Inc</span></p><p>In other words, a decreasing number of goods (and services) due to supply chain issues were chased by an ever-increasing amount of cash. It supported stock prices, home values, crypto, NFTs, and pretty much everything else that was perceived to have value.</p><p>Fast forward to 2022 and we&#39;re in a situation where things are different. Inflation is high, supply chains are still broken, economic growth is slowing, and the Federal Reserve is expected to hike aggressively - in this case, while economic growth is weakening.</p><p>As my friend and macro expert Nick Glinsman wrote last week, the Fed could be even more aggressive to tame inflation than some expect right now.</p><blockquote>When thinking about the Federal Reserve&#39;s job in getting inflation down, we often talk about real rates as measured by TIPS. However, instead we should be thinking about the gap between the Fed Funds rate and the consumer price index. <b><i>This measurement, what I would call the &#34;real&#34; real rate, shows just how far we are from having a positive reading. It may be the case the amount of tightening needed to tame inflation is much greater than many realize. In fact, if the Fed were to ignore this measure, it risks throwing the economy into a recession without actually getting inflation under control.</i></b></blockquote><blockquote>Real 10-year rates measured by TIPS are just barely positive right now, whereas there&#39;s a much larger gap between US CPI at 8.3% and the Fed Funds rate at 1%. If you look at the last inflationary period during the 1980s, it took years of the Fed Funds rate exceeding CPI for the Paul Volcker-led Fed to bring inflation down durably.</blockquote><p>What this means is that the Fed Funds futures&#39; terminal rate estimate of 3.25% in March 2023 may not be enough to tame inflation. The Fed said it will keep raising rates until inflation falls towards its 2% target. As it&#39;s doubtful that inflation will fall to 3.25% by March, more aggressive hikes might be needed.</p><p>After all, a big part of inflation is caused by issues the Fed cannot influence. The Fed cannot solve the war in Ukraine, it cannot increase oil production, it cannot add labor supply, and it cannot convince China to refrain from implementing new lockdowns.</p><p>As a result, investors are de-risking their portfolios. The S&amp;P 500 is down roughly 18.2% from its all-time high including dividends. The ARK Innovation <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (ARKK) is down 73% from its all-time high as investors have sold high-growth stocks. The tech-heavy QQQ ETF (QQQ) is down 28.4%. Apple has lost roughly a quarter of its value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf1db187341ca70bc3ac9712ed7b1a38\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In other words, not only has Apple been one of the best performers since the pandemic, but it&#39;s also doing rather well during the ongoing pandemic - compared to stocks that also shined prior to the sell-off. However, the company is not the world&#39;s most valuable company anymore, as it has been overtaken by oil giant Saudi Aramco as reported by the Wall Street Journal.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b49573a475c5d3aa00023b64dc551840\" tg-width=\"640\" tg-height=\"167\" width=\"100%\" height=\"auto\"/><span>Wall Street Journal</span></p><p>With that said, I could not care less. If anything, I&#39;m very happy that Apple is down because I expected that inflation would hurt growth stocks.</p><p>On top of that, long-term investors should cheer on these buying opportunities as Apple is far more than a &#34;growth&#34; stock. As I wrote in 2021 and in this article, Apple is the perfect mix between growth and value. It helped the stock outperform the market in the past and it protects investors in times when pure-growth plays are getting butchered.</p><p>Over the past 10 years, Apple is still up more than 700% including dividends. That&#39;s more than twice the return of the S&amp;P 500.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/013294d2067837f9d7cb002dfe92a989\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>With that said, market turmoil is opening up new opportunities that I want to use given my rather low Apple exposure.</p><p><b>Apple&#39;s Growth &amp; Value</b></p><p>Not only did I rename my <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> account to Growth &amp; Value, but the growth and value approach is also the cornerstone of my dividend growth portfolio, which is roughly 95% of my entire net worth.</p><p>As the current market environment shows so well, the stocks that deliver both growth and value are the best performers. In this case, I consider &#34;value&#34; to be a company&#39;s ability to generate free cash flow used to maintain a healthy balance sheet and pay a growing dividend and the option to buy back shares. The &#34;growth&#34; aspect is straightforward as I dislike companies that are only able to pay a high yield without being able to grow, i.e., sales, EBITDA, and whatnot.</p><p>The graph below is important for what I&#39;m about to say next. I used this graph in a recent dividend growth-focused article as it shows that historically speaking companies with both growth and value have outperformed the (equal-weight) market by a mile. Dividend growers are not just providing a stream of cash for shareholders, but the fact that they are able to pay a growing dividend shows that their businesses are in a good place. Companies that paid a dividend without growth did also well, yet they underperformed growers by a mile.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ce5f82c39538e470817e836cae2c445\" tg-width=\"1344\" tg-height=\"760\" width=\"100%\" height=\"auto\"/><span>Hartford Funds</span></p><p>Apple has consistently grown its dividend since 2012, when it initiated a dividend for the first time since 1995. Seeking Alpha rates Apple&#39;s dividend growth &#34;A+&#34; compared to its industry peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08519cb0f5665a767133e4000b721ff9\" tg-width=\"640\" tg-height=\"212\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>The current quarterly dividend is $0.23 per share after the company announced a 4.5% hike on April 28. This translates to $0.92 per year, which is a 0.67% yield based on a $138 stock price. This means the chart I used last year is relevant again (the one below). Back then, the yield was 0.68% based on a $130 stock price. It happens every now and then that dividend investors get upset when I give them a company with a yield of 0.7%. 0.7% isn&#39;t a lot, that&#39;s right. $10,000 invested in Apple will result in $70 annual dividends. That won&#39;t get you very far - and $10,000 is a lot of money to a lot of people.</p><p>Last year, the company hiked its dividend by 7.3%. In 2020, the company hiked by 6.5%. In 2019, the company hiked by 5.5%. Over the past 5 years, the average annual hike is 8.8%.</p><p>For the sake of simplicity, let&#39;s assume the company maintains long-term dividend growth of 10% (above its current average). That would result in a yield on cost of 4.2% in 2040. That&#39;s roughly 18 years from now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7aa214bb0832816d9543aee8bfc0347d\" tg-width=\"1054\" tg-height=\"385\" width=\"100%\" height=\"auto\"/><span>Author</span></p><p>4.2% on cost ends up being $420 in dividends (based on the $10,000 example - without adding shares). I doubt that will get us very far in 2040.</p><p>So, why am I still so happy to discuss this dividend growth opportunity?</p><p>The key is that Apple will not become a high-yield stock anytime soon. Growth is high and Apple generates a LOT of free cash flow.</p><p>When Apple announced the aforementioned 4.5% dividend hike on April 28, it also announced a $90 billion increase to its existing buyback program.</p><p>This is what the company commented on its 2Q22 earnings call:</p><blockquote>Given the continued confidence we have in our business now and into the future, today our Board has authorized an additional $90 billion for share repurchases, as we maintain our goal of getting to net cash neutral, overtime. We&#39;re also raising our dividend by 5% to $0.23 a share and we continue to plan for annual increases in the dividend going forward.</blockquote><p>In that quarter, Apple bought back $22.9 billion worth of stock while returning $3.6 billion in dividends. In other words, the company&#39;s priority is obvious. It will distribute cash in the most tax-efficient way, which also benefits its bottom line. A lower number of shares outstanding equals higher earnings per share.</p><p>The graph below shows annual repurchases and dividends. Repurchases have exceeded $69 billion every single year since 2018.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7546779c8ff134551c0053e3cd707c06\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR.com</span></p><p>These buybacks allowed the company to reduce shares outstanding from 20.9 billion in 2017 to 16.7 billion at the end of 2021. That&#39;s a decline of 20% or roughly 4.4% per year.</p><p>While the company is not expected to be able to maintain its (EBITDA) margins in the years ahead, top-line growth is expected to provide a basis for $112 billion in FY2023 free cash flow and close to $120 billion in FY2024 free cash flow.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c344727f5093f16a14b3a102f280630d\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR.com</span></p><p>Using $112 billion in expected FCF as an example translates to an implied FCF yield of 5.0% of the company&#39;s $2.23 trillion market cap. In other words, the company could pay a dividend of 5.0% in FY2023 or buy back 5.0% of shares outstanding without using external funding or existing cash reserves.</p><p>With that said, there&#39;s a lot more cash to distribute. Apple&#39;s target to become net-cash neutral means it will have to distribute not only all of its free cash flow but also its net cash balance. Net cash occurs when a company has more cash than gross debt. It&#39;s negative net debt. Most companies have positive net debt. Apple has more cash than gross debt. At the end of FY2021, the company had $66 billion in net cash. Analysts expect that number to rise to more than $120 billion in the years ahead if the company doesn&#39;t buy back shares rather aggressively.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52935bab6d5db9f25a22d41fe7dacab3\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>TIKR.com</span></p><p>It also opens the door to major M&amp;A, which is why people have speculated that Apple may buy a company like Peloton (PTON), which is currently getting crushed on the stock market. However, while Apple isn&#39;t denying looking for bigger opportunities, it seems to work on its own products based on smaller acquisitions, which I believe is the way to go in that space.</p><p>According to Tim Cook:</p><blockquote>We acquire a lot of smaller companies today and we&#39;ll continue to do that for IP and for great talent. And -- but we don&#39;t discount doing something larger either if the opportunity presents itself.</blockquote><p>Now, onto the valuation.</p><p><b>Valuation &amp; Timing</b></p><p>Apple is down 22.5% year to date, which pushed its market cap to $2.23 trillion. When subtracting $93.2 billion in expected FY2023 net cash, we get an enterprise value of $2.14 trillion.</p><p>This is 15.8x next year&#39;s expected EBITDA of $135 billion. 15.8x is still above the company&#39;s pre-pandemic valuation, but well below prices investors were willing to pay in 2021 and most of 2020.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5514bb0b8494b8df2e8ce9f34bf019f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>The stock price is now back to where it was in early 2021 after investors pushed the stock to more than $180 at the end of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c5dabeac5b865aeffbd8e91d5b162ad\" tg-width=\"992\" tg-height=\"400\" width=\"100%\" height=\"auto\"/><span>FINVIZ</span></p><p>It&#39;s hard to predict where the stock will bottom. If ongoing issues are persistent, we could see $120, which is where the stock found a lot of support in the first half of 2021. Below that, I could see $110.</p><p>My strategy is to buy as close to my initial entry as possible ($123.69), if it falls below $120, I will buy more aggressively.</p><p>If you&#39;re new to Apple and looking to initiate a position, I think it&#39;s best to break up an initial investment. For example, buy 25% now and add gradually over time. That way investors get to average down if the stock continues its decline while it gives them a foot in the door if the stock suddenly bottoms and takes off.</p><p><b>Takeaway</b></p><p>Apple has gone nowhere since last year as inflation and related factors have made it impossible for growth stocks to continue their post-pandemic uptrend. However, Apple offers a great mix of both growth and value, which is why the damage to its stock price is somewhat limited compared to pure-growth plays. Apple is my favorite tech/consumer stock for a reason, which is its ability to generate a load of cash on top of its already stunning net cash position.</p><p>The company is dedicated to distributing its existing cash position and most of its free cash flow via buybacks on top of steadily growing dividends. While the dividend yield is low, I still recommend AAPL to dividend growth investors. As long as investors are not dependent on income from their investment, I have little doubt that investors will enjoy long-term outperforming capital gains thanks to aggressive buybacks and a business model relying on its successful tech products and services.</p><p>With that said, the ongoing market environment is tricky. As I explained in this article, the Fed is trying to get inflation down to 2%, which is a tough task due to factors the bank cannot directly influence. As a result, the Fed may have to be more aggressive than anticipated, which could hurt the economy more than expected at a time when consumers are already in a tough spot.</p><p>Nonetheless, in order to make Apple a successful long-term investment, we need stock price weakness. The valuation has gotten a lot better and if the stock continues to drop, I will add more aggressively.</p><p>Again, the stock market environment isn&#39;t fun, but buying Apple at better valuations is absolutely worth it as it gives us a high chance of long-term outperformance and wealth creation.</p><p>(Dis)agree? Let me know in the comments!</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>Apple: This Is A Blessing For Dividend Growth Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: This Is A Blessing For Dividend Growth Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 17:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513852-apple-this-is-a-blessing-for-dividend-growth-investors><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn this article, I start by explaining why I haven't added to Apple since last year using my macroeconomic view.While stock price weakness isn't fun, investors can use better prices to get ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513852-apple-this-is-a-blessing-for-dividend-growth-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4513852-apple-this-is-a-blessing-for-dividend-growth-investors","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2237835951","content_text":"SummaryIn this article, I start by explaining why I haven't added to Apple since last year using my macroeconomic view.While stock price weakness isn't fun, investors can use better prices to get access to one of the best dividend growth stocks on the market.Apple is sitting on a load of cash, and future high free cash flow will fuel both buybacks and dividend growth.Feline Lim/Getty Images NewsIntroductionI own one dividend growth stock that is officially part of the technology sector. That stock is Apple Inc. (NASDAQ:AAPL). It's one of my favorite investments despite its somewhat subdued exposure in my portfolio and the fact that I rarely cover the stock. I have 3.7% of my portfolio in Apple, which is below my portfolio average of 4.3%.Author PortfolioThe reason why I haven't covered the stock since May 9, 2021, is the same reason why the stock is still way too small in my portfolio: macro developments. In this article, I will explain why Apple is doing so poorly after I wrote in 2021 that inflation would become a serious issue - especially with regard to the Federal Reserve's actions. However, while the current stock market isn't fun for long-only (long-term) investors, I'm actually incredibly excited to see that Apple is doing so poorly. It provides us dividend growth investors with an opportunity to add at much better prices that will provide us with long-term opportunities to add substantial wealth to our portfolios. Apple is one of the stocks that need serious weakness to make sense for dividend growth investors.In this article, I invite you to read my thoughts on macro, Apple, and my strategy in this market.I will also explain why buying a very low yield makes sense for the \"average\" dividend investor.So, let's get to it!A Quick Look BackLet's start with some transparency. I bought Apple in 2021 at an average price of $123.68. I haven't bought more shares since then for one big reason: I wasn't a fan of technology and \"growth\" stocks given the macro environment.Last year, I wrote the following paragraph:When I say Apple's Achilles' heel, I mean its sensitivity in times of rising inflation. I am not afraid of the competition potentially beating Apple long-term (i.e., Microsoft (MSFT)), and I am not afraid of recessions. While a recession will keep pressure on Apple for 1-2 years (on average), underperformance due to inflation is Apple's real enemy.Also, the following part applies here given what I'm about to show you next:While highly speculative stocks get butchered, Apple is holding up very well as the company is what I consider to be the perfect mix of growth AND value. The company is not only expected to generate high growth in the future but also reward its investors already with massive buybacks and significant dividend hikes.Inflation & Key MacroUnfortunately, I was right as inflation did become a big issue. Consumer price inflation in the United States is now above 8%. The situation in key markets like Europe isn't much better as the reasons why inflation is high are similar in various economic \"hotspots.\"St. Louis Federal ReserveIt all started in 2020 when lockdowns hurt supply chains. Inventories were empty and demand imploded in various sectors/industries. Then, demand came back roaring, yet there was no way for supply to rebound just as quickly. It hurt global shipping, manufacturing input prices, commodity prices, and much more. These problems still aren't gone as China started to lock down its cities again. Right now, this is once again causing supply chain issues to worsen in US ports. Add to this that energy markets are seeing severe supply/demand imbalances as drillers aren't able or willing to increase production. Oil prices are above $100 despite Chinese lockdowns, economic growth fears, and an aggressive Federal Reserve.Add to this the war in Ukraine and the (related) food crisis that is slowly weakening the consumer where it hurts most: in essential purchases.Moreover, central banks blew up their balance sheets like there was no tomorrow in 2020. Between the start of 2020 and the end of 2021, major central banks (Fed, ECB, Bank of Japan, People's Bank of China) raised their combined assets from $21 trillion to more than $31 trillion.Yardeni Research, IncIn other words, a decreasing number of goods (and services) due to supply chain issues were chased by an ever-increasing amount of cash. It supported stock prices, home values, crypto, NFTs, and pretty much everything else that was perceived to have value.Fast forward to 2022 and we're in a situation where things are different. Inflation is high, supply chains are still broken, economic growth is slowing, and the Federal Reserve is expected to hike aggressively - in this case, while economic growth is weakening.As my friend and macro expert Nick Glinsman wrote last week, the Fed could be even more aggressive to tame inflation than some expect right now.When thinking about the Federal Reserve's job in getting inflation down, we often talk about real rates as measured by TIPS. However, instead we should be thinking about the gap between the Fed Funds rate and the consumer price index. This measurement, what I would call the \"real\" real rate, shows just how far we are from having a positive reading. It may be the case the amount of tightening needed to tame inflation is much greater than many realize. In fact, if the Fed were to ignore this measure, it risks throwing the economy into a recession without actually getting inflation under control.Real 10-year rates measured by TIPS are just barely positive right now, whereas there's a much larger gap between US CPI at 8.3% and the Fed Funds rate at 1%. If you look at the last inflationary period during the 1980s, it took years of the Fed Funds rate exceeding CPI for the Paul Volcker-led Fed to bring inflation down durably.What this means is that the Fed Funds futures' terminal rate estimate of 3.25% in March 2023 may not be enough to tame inflation. The Fed said it will keep raising rates until inflation falls towards its 2% target. As it's doubtful that inflation will fall to 3.25% by March, more aggressive hikes might be needed.After all, a big part of inflation is caused by issues the Fed cannot influence. The Fed cannot solve the war in Ukraine, it cannot increase oil production, it cannot add labor supply, and it cannot convince China to refrain from implementing new lockdowns.As a result, investors are de-risking their portfolios. The S&P 500 is down roughly 18.2% from its all-time high including dividends. The ARK Innovation Pacer Swan SOS Fund of Funds ETF|ETF (ARKK) is down 73% from its all-time high as investors have sold high-growth stocks. The tech-heavy QQQ ETF (QQQ) is down 28.4%. Apple has lost roughly a quarter of its value.Data by YChartsIn other words, not only has Apple been one of the best performers since the pandemic, but it's also doing rather well during the ongoing pandemic - compared to stocks that also shined prior to the sell-off. However, the company is not the world's most valuable company anymore, as it has been overtaken by oil giant Saudi Aramco as reported by the Wall Street Journal.Wall Street JournalWith that said, I could not care less. If anything, I'm very happy that Apple is down because I expected that inflation would hurt growth stocks.On top of that, long-term investors should cheer on these buying opportunities as Apple is far more than a \"growth\" stock. As I wrote in 2021 and in this article, Apple is the perfect mix between growth and value. It helped the stock outperform the market in the past and it protects investors in times when pure-growth plays are getting butchered.Over the past 10 years, Apple is still up more than 700% including dividends. That's more than twice the return of the S&P 500.Data by YChartsWith that said, market turmoil is opening up new opportunities that I want to use given my rather low Apple exposure.Apple's Growth & ValueNot only did I rename my Twitter account to Growth & Value, but the growth and value approach is also the cornerstone of my dividend growth portfolio, which is roughly 95% of my entire net worth.As the current market environment shows so well, the stocks that deliver both growth and value are the best performers. In this case, I consider \"value\" to be a company's ability to generate free cash flow used to maintain a healthy balance sheet and pay a growing dividend and the option to buy back shares. The \"growth\" aspect is straightforward as I dislike companies that are only able to pay a high yield without being able to grow, i.e., sales, EBITDA, and whatnot.The graph below is important for what I'm about to say next. I used this graph in a recent dividend growth-focused article as it shows that historically speaking companies with both growth and value have outperformed the (equal-weight) market by a mile. Dividend growers are not just providing a stream of cash for shareholders, but the fact that they are able to pay a growing dividend shows that their businesses are in a good place. Companies that paid a dividend without growth did also well, yet they underperformed growers by a mile.Hartford FundsApple has consistently grown its dividend since 2012, when it initiated a dividend for the first time since 1995. Seeking Alpha rates Apple's dividend growth \"A+\" compared to its industry peers.Seeking AlphaThe current quarterly dividend is $0.23 per share after the company announced a 4.5% hike on April 28. This translates to $0.92 per year, which is a 0.67% yield based on a $138 stock price. This means the chart I used last year is relevant again (the one below). Back then, the yield was 0.68% based on a $130 stock price. It happens every now and then that dividend investors get upset when I give them a company with a yield of 0.7%. 0.7% isn't a lot, that's right. $10,000 invested in Apple will result in $70 annual dividends. That won't get you very far - and $10,000 is a lot of money to a lot of people.Last year, the company hiked its dividend by 7.3%. In 2020, the company hiked by 6.5%. In 2019, the company hiked by 5.5%. Over the past 5 years, the average annual hike is 8.8%.For the sake of simplicity, let's assume the company maintains long-term dividend growth of 10% (above its current average). That would result in a yield on cost of 4.2% in 2040. That's roughly 18 years from now.Author4.2% on cost ends up being $420 in dividends (based on the $10,000 example - without adding shares). I doubt that will get us very far in 2040.So, why am I still so happy to discuss this dividend growth opportunity?The key is that Apple will not become a high-yield stock anytime soon. Growth is high and Apple generates a LOT of free cash flow.When Apple announced the aforementioned 4.5% dividend hike on April 28, it also announced a $90 billion increase to its existing buyback program.This is what the company commented on its 2Q22 earnings call:Given the continued confidence we have in our business now and into the future, today our Board has authorized an additional $90 billion for share repurchases, as we maintain our goal of getting to net cash neutral, overtime. We're also raising our dividend by 5% to $0.23 a share and we continue to plan for annual increases in the dividend going forward.In that quarter, Apple bought back $22.9 billion worth of stock while returning $3.6 billion in dividends. In other words, the company's priority is obvious. It will distribute cash in the most tax-efficient way, which also benefits its bottom line. A lower number of shares outstanding equals higher earnings per share.The graph below shows annual repurchases and dividends. Repurchases have exceeded $69 billion every single year since 2018.TIKR.comThese buybacks allowed the company to reduce shares outstanding from 20.9 billion in 2017 to 16.7 billion at the end of 2021. That's a decline of 20% or roughly 4.4% per year.While the company is not expected to be able to maintain its (EBITDA) margins in the years ahead, top-line growth is expected to provide a basis for $112 billion in FY2023 free cash flow and close to $120 billion in FY2024 free cash flow.TIKR.comUsing $112 billion in expected FCF as an example translates to an implied FCF yield of 5.0% of the company's $2.23 trillion market cap. In other words, the company could pay a dividend of 5.0% in FY2023 or buy back 5.0% of shares outstanding without using external funding or existing cash reserves.With that said, there's a lot more cash to distribute. Apple's target to become net-cash neutral means it will have to distribute not only all of its free cash flow but also its net cash balance. Net cash occurs when a company has more cash than gross debt. It's negative net debt. Most companies have positive net debt. Apple has more cash than gross debt. At the end of FY2021, the company had $66 billion in net cash. Analysts expect that number to rise to more than $120 billion in the years ahead if the company doesn't buy back shares rather aggressively.TIKR.comIt also opens the door to major M&A, which is why people have speculated that Apple may buy a company like Peloton (PTON), which is currently getting crushed on the stock market. However, while Apple isn't denying looking for bigger opportunities, it seems to work on its own products based on smaller acquisitions, which I believe is the way to go in that space.According to Tim Cook:We acquire a lot of smaller companies today and we'll continue to do that for IP and for great talent. And -- but we don't discount doing something larger either if the opportunity presents itself.Now, onto the valuation.Valuation & TimingApple is down 22.5% year to date, which pushed its market cap to $2.23 trillion. When subtracting $93.2 billion in expected FY2023 net cash, we get an enterprise value of $2.14 trillion.This is 15.8x next year's expected EBITDA of $135 billion. 15.8x is still above the company's pre-pandemic valuation, but well below prices investors were willing to pay in 2021 and most of 2020.Data by YChartsThe stock price is now back to where it was in early 2021 after investors pushed the stock to more than $180 at the end of 2021.FINVIZIt's hard to predict where the stock will bottom. If ongoing issues are persistent, we could see $120, which is where the stock found a lot of support in the first half of 2021. Below that, I could see $110.My strategy is to buy as close to my initial entry as possible ($123.69), if it falls below $120, I will buy more aggressively.If you're new to Apple and looking to initiate a position, I think it's best to break up an initial investment. For example, buy 25% now and add gradually over time. That way investors get to average down if the stock continues its decline while it gives them a foot in the door if the stock suddenly bottoms and takes off.TakeawayApple has gone nowhere since last year as inflation and related factors have made it impossible for growth stocks to continue their post-pandemic uptrend. However, Apple offers a great mix of both growth and value, which is why the damage to its stock price is somewhat limited compared to pure-growth plays. Apple is my favorite tech/consumer stock for a reason, which is its ability to generate a load of cash on top of its already stunning net cash position.The company is dedicated to distributing its existing cash position and most of its free cash flow via buybacks on top of steadily growing dividends. While the dividend yield is low, I still recommend AAPL to dividend growth investors. As long as investors are not dependent on income from their investment, I have little doubt that investors will enjoy long-term outperforming capital gains thanks to aggressive buybacks and a business model relying on its successful tech products and services.With that said, the ongoing market environment is tricky. As I explained in this article, the Fed is trying to get inflation down to 2%, which is a tough task due to factors the bank cannot directly influence. As a result, the Fed may have to be more aggressive than anticipated, which could hurt the economy more than expected at a time when consumers are already in a tough spot.Nonetheless, in order to make Apple a successful long-term investment, we need stock price weakness. The valuation has gotten a lot better and if the stock continues to drop, I will add more aggressively.Again, the stock market environment isn't fun, but buying Apple at better valuations is absolutely worth it as it gives us a high chance of long-term outperformance and wealth creation.(Dis)agree? Let me know in the comments!","news_type":1},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026228132,"gmtCreate":1653389443026,"gmtModify":1676535272455,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026228132","repostId":"1132432594","repostType":4,"repost":{"id":"1132432594","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1653383589,"share":"https://ttm.financial/m/news/1132432594?lang=&edition=fundamental","pubTime":"2022-05-24 17:13","market":"us","language":"en","title":"Tesla, Meta, Best Buy and More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1132432594","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:Tesla: Cathie Wood-led Ark Invest scooped ","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><p><b>Tesla: </b>Cathie Wood-led Ark Invest scooped up 15,858 shares, estimated to be worth $10.7 million, in <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> amid the stock&#39;s recent fall in the backdrop of production issues in China and CEO Elon Musk&#39;s impending takeover of <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc</a>.</p><p><b>Meta:</b>The attorney general for Washington, D.C. general sued Facebook founder Mark Zuckerberg on Monday, alleging that he participated in decision-making that led to the Cambridge Analytica data breach.</p><p>Wall Street expects <b>Best Buy Co., Inc. BBY</b> to report quarterly earnings at $1.63 per share on revenue of $10.43 billion before the opening bell. Best Buy shares fell 3.6% to $70.00 in pre-market trading.</p><p><b>Meta: </b>The attorney general for Washington, D.C. general sued Facebook founder Mark Zuckerberg on Monday, alleging that he participated in decision-making that led to the Cambridge Analytica data breach.</p><p><b>Zoom Video Communications, Inc. ZM</b> reported better-than-expected results for its first quarter and raised its profit forecast for the full year. Zoom Video shares climbed 6.5% to $95.13 in the pre-market trading session.</p><p>Analysts are expecting <b>AutoZone, Inc. AZO</b> to have earned $26.05 per share on revenue of $3.71 billion. The company will release earnings before the markets open. AutoZone shares fell 0.8% to $1,790.00 in after-hours trading.</p><p>Nordson Corporation <b>NDSN</b> reported upbeat earnings for its second quarter, while sales missed views. The company also raised its FY22 adjusted earnings guidance. Nordson shares gained 0.2% to $206.40 in after-hours trading.</p><p>Analysts expect Intuit Inc. <b>INTU</b> to post quarterly earnings at $7.58 per share on revenue of $5.51 billion after the closing bell. Intuit shares fell 0.7% to $368.84 in pre-market trading.</p><ul></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Meta, Best Buy and More: U.S. Stocks To Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Meta, Best Buy and More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-05-24 17:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><p><b>Tesla: </b>Cathie Wood-led Ark Invest scooped up 15,858 shares, estimated to be worth $10.7 million, in <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> amid the stock&#39;s recent fall in the backdrop of production issues in China and CEO Elon Musk&#39;s impending takeover of <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc</a>.</p><p><b>Meta:</b>The attorney general for Washington, D.C. general sued Facebook founder Mark Zuckerberg on Monday, alleging that he participated in decision-making that led to the Cambridge Analytica data breach.</p><p>Wall Street expects <b>Best Buy Co., Inc. BBY</b> to report quarterly earnings at $1.63 per share on revenue of $10.43 billion before the opening bell. Best Buy shares fell 3.6% to $70.00 in pre-market trading.</p><p><b>Meta: </b>The attorney general for Washington, D.C. general sued Facebook founder Mark Zuckerberg on Monday, alleging that he participated in decision-making that led to the Cambridge Analytica data breach.</p><p><b>Zoom Video Communications, Inc. ZM</b> reported better-than-expected results for its first quarter and raised its profit forecast for the full year. Zoom Video shares climbed 6.5% to $95.13 in the pre-market trading session.</p><p>Analysts are expecting <b>AutoZone, Inc. AZO</b> to have earned $26.05 per share on revenue of $3.71 billion. The company will release earnings before the markets open. AutoZone shares fell 0.8% to $1,790.00 in after-hours trading.</p><p>Nordson Corporation <b>NDSN</b> reported upbeat earnings for its second quarter, while sales missed views. The company also raised its FY22 adjusted earnings guidance. Nordson shares gained 0.2% to $206.40 in after-hours trading.</p><p>Analysts expect Intuit Inc. <b>INTU</b> to post quarterly earnings at $7.58 per share on revenue of $5.51 billion after the closing bell. Intuit shares fell 0.7% to $368.84 in pre-market trading.</p><ul></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BBY":"百思买","ZM":"Zoom","AZO":"汽车地带","NDSN":"Nordson Corporation","INTU":"财捷"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132432594","content_text":"Some of the stocks that may grab investor focus today are:Tesla: Cathie Wood-led Ark Invest scooped up 15,858 shares, estimated to be worth $10.7 million, in Tesla Inc amid the stock's recent fall in the backdrop of production issues in China and CEO Elon Musk's impending takeover of Twitter Inc.Meta:The attorney general for Washington, D.C. general sued Facebook founder Mark Zuckerberg on Monday, alleging that he participated in decision-making that led to the Cambridge Analytica data breach.Wall Street expects Best Buy Co., Inc. BBY to report quarterly earnings at $1.63 per share on revenue of $10.43 billion before the opening bell. Best Buy shares fell 3.6% to $70.00 in pre-market trading.Meta: The attorney general for Washington, D.C. general sued Facebook founder Mark Zuckerberg on Monday, alleging that he participated in decision-making that led to the Cambridge Analytica data breach.Zoom Video Communications, Inc. ZM reported better-than-expected results for its first quarter and raised its profit forecast for the full year. Zoom Video shares climbed 6.5% to $95.13 in the pre-market trading session.Analysts are expecting AutoZone, Inc. AZO to have earned $26.05 per share on revenue of $3.71 billion. The company will release earnings before the markets open. AutoZone shares fell 0.8% to $1,790.00 in after-hours trading.Nordson Corporation NDSN reported upbeat earnings for its second quarter, while sales missed views. The company also raised its FY22 adjusted earnings guidance. Nordson shares gained 0.2% to $206.40 in after-hours trading.Analysts expect Intuit Inc. INTU to post quarterly earnings at $7.58 per share on revenue of $5.51 billion after the closing bell. Intuit shares fell 0.7% to $368.84 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026075487,"gmtCreate":1653308029849,"gmtModify":1676535257162,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026075487","repostId":"9026071242","repostType":1,"repost":{"id":9026071242,"gmtCreate":1653307548430,"gmtModify":1676535257081,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"🔥Stock Prediction: Guess where NVDA ‌will move following its earning announcement?","htmlText":"Click to vote. Can you predict where <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> will move following its earning announcement? If you get the right answers, you can get&nbsp;20 Tiger Coins. In addition, you have the chance of winning 100 Tiger Coins. <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> &nbsp;is scheduled to release its earnings results on 25&nbsp;May, 2022.For the Nvidia first quarter FY23, the Bloomberg Consensus Estimate for revenues is pegged at $8.102 billion, adjusted net profit is pegged at $3.295 billion, adjusted EPS is pegged at $1.299. Investors&nbsp;expect&nbsp;to&nbsp;see&nbsp;NVIDIA Corp‘s datacenter growth.&nbsp;Though Nvidia's datacenter growth may once again be a bright spot in the company'sfiscal 1Q 2","listText":"Click to vote. Can you predict where <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> will move following its earning announcement? If you get the right answers, you can get&nbsp;20 Tiger Coins. In addition, you have the chance of winning 100 Tiger Coins. <a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> &nbsp;is scheduled to release its earnings results on 25&nbsp;May, 2022.For the Nvidia first quarter FY23, the Bloomberg Consensus Estimate for revenues is pegged at $8.102 billion, adjusted net profit is pegged at $3.295 billion, adjusted EPS is pegged at $1.299. Investors&nbsp;expect&nbsp;to&nbsp;see&nbsp;NVIDIA Corp‘s datacenter growth.&nbsp;Though Nvidia's datacenter growth may once again be a bright spot in the company'sfiscal 1Q 2","text":"Click to vote. Can you predict where $NVIDIA Corp(NVDA)$ will move following its earning announcement? If you get the right answers, you can get 20 Tiger Coins. In addition, you have the chance of winning 100 Tiger Coins. $NVIDIA Corp(NVDA)$ is scheduled to release its earnings results on 25 May, 2022.For the Nvidia first quarter FY23, the Bloomberg Consensus Estimate for revenues is pegged at $8.102 billion, adjusted net profit is pegged at $3.295 billion, adjusted EPS is pegged at $1.299. Investors expect to see NVIDIA Corp‘s datacenter growth. Though Nvidia's datacenter growth may once again be a bright spot in the company'sfiscal 1Q 2","images":[{"img":"https://community-static.tradeup.com/news/cc2c614d152f8dab170b8cca74da8776","width":"1800","height":"1430"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026071242","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1798,"gmtBegin":1653307826249,"gmtEnd":1653570581826,"type":1,"upper":1,"title":"Guess where NVDA ‌will move following its earning announcement?","choices":[{"id":6623,"sort":1,"name":"rise（aove 5% ）","userSize":67,"voted":false},{"id":6624,"sort":2,"name":"Flat (-5% to 5%)","userSize":47,"voted":false},{"id":6625,"sort":3,"name":"Fall (below-5%)","userSize":41,"voted":false}]},"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026075830,"gmtCreate":1653307981720,"gmtModify":1676535257156,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581796785124701","authorIdStr":"3581796785124701"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026075830","repostId":"1163224981","repostType":4,"repost":{"id":"1163224981","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":1653307076,"share":"https://ttm.financial/m/news/1163224981?lang=&edition=fundamental","pubTime":"2022-05-23 19:57","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Rebound; Takeover Talks Boost VMware","url":"https://stock-news.laohu8.com/highlight/detail?id=1163224981","media":"Tiger Newspress","summary":"Wall Street futures rose on Monday, helped by a bounce in growth stocks and banks, after the benchma","content":"<html><head></head><body><p>Wall Street futures rose on Monday, helped by a bounce in growth stocks and banks, after the benchmark S&amp;P 500 hovered near a grim market milestone at the end of last week.</p><p>Investors will keep a close eye on the slew of economic data expected this week that could shed new light on the health of U.S. economy against the backdrop of a steep selloff in stocks since January.</p><p><b>Market Snapshot</b></p><p>At 07:45 a.m. ET, Dow e-minis were up 304 points, or 0.97%, S&amp;P 500 e-minis were up 39.75 points, or 1.02%, and Nasdaq 100 e-minis were up 96.75 points, or 0.82%.</p><p><img src=\"https://static.tigerbbs.com/1fd39d5dd2eb69502af0a0c70483fa3f\" tg-width=\"383\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b>Electronic Arts (EA)</b> – The video game maker’s shares rose 3.3% in the premarket after Puck News reported that the company was actively seeking a buyer or merger partner. EA has reportedly held talks with Walt Disney (DIS), Apple (AAPL) and Amazon (AMZN), among others.</p><p><b>Xpeng (XPEV)</b> – Chinese electric-vehicle maker Xpeng Inc. reported a wider-than-expected quarterly loss as supply-chain snarls and surging materials costs squeeze margins. Xpeng shares trimmed their losses to 0.4% from 4% in premarket trading.</p><p><b>VMWare (VMW)</b> – The cloud computing company’s stock surged 22.7% in premarket trading following multiple reports that it is in advanced talks to be bought by chipmaker <b>Broadcom (AVGO)</b>. The two companies are said to be discussing a cash-and-stock deal which could happen soon, according to people familiar with the matter. Broadcom slid 4.7%.</p><p><b>GameStop (GME)</b> – GameStop jumped 2.2% in premarket trading after the video game retailer launched a digital wallet for cryptocurrencies and NFTs.</p><p><b>HP Inc. (HPQ)</b> – The computer and printer maker was downgraded to “neutral” from “buy” at Citi, based on moderating demand for PCs in the near to mid-term. HP fell 2.9% in premarket action.</p><p><b>Pfizer (PFE)</b> – Pfizer and partner <b>BioNTech (BNTX)</b> said three doses of their Covid-19 vaccine offered strong protection for children under 5, according to preliminary data. BioNTech rose 1.9% in premarket trading, while Pfizer edged higher by 0.6%.</p><p><b>Motorola Solutions (MSI)</b> – Morgan Stanley upgraded the communications equipment and software company’s stock to “overweight” from “equal-weight,” with a number of favorable trends in place including an increase in demand for video surveillance. Motorola Solutions gained 2.5% in the premarket.</p><p><b>Emergent BioSolutions (EBS)</b> – The biopharma company’s stock rallied 9.7% in premarket trading, amid the increasing concerns about the spread of monkeypox. Emergent is a supplier of smallpox vaccine, which can be used as protection against monkeypox.</p><p><b>Autodesk (ADSK)</b> – The design software company’s stock fell 3.7% in premarket action after RBC cut its price target on the stock to $255 per share from $295 a share. RBC said Street earnings consensus may be too high and that Autodesk needs to establish consistency in its results to increase investor confidence.</p><p><b>Boeing (BA)</b> – Boeing rose 1% in premarket trading after its Starliner spacecraft successfully docked with the International Space Station over the weekend.</p><p><b>Corning (GLW)</b> – The materials science company’s stock slid 2.9% in the premarket after Citi downgraded it to “neutral” from “buy,” citing lower PC and tablet demand impacting Corning’s optical components business. Citi also notes uncertainty about demand recovery for premium and large-size televisions.</p><p><b>Market News</b></p><p><b>Biden Says Weighs Reducing Tariffs on China, Asking OPEC to Pump More Oil</b></p><p>U.S. President Joe Biden said he was weighing cutting tariffs on Chinese goods while increasing calls on OPEC to raise oil production as he grappled with a politically damaging wave of inflation.</p><p>&#34;I am considering it. We did not impose any of those tariffs. They were imposed by the last administration and they&#39;re under consideration,&#34; Biden said on reducing tariffs on China.</p><p><b>Broadcom in Advanced Talks to Buy VMware</b></p><p>Broadcom Inc. is in advanced talks to buy VMware Inc., according to people familiar with the matter, setting the stage for what would be one of the year’s biggest deals.</p><p>The technology companies are discussing a cash-and-stock deal that could come soon, assuming the talks don’t fall apart, the people said. VMware has a market value of $40 billion, while Broadcom’s is around $222 billion.</p><p>The deal discussions, which picked up pace in recent days, come roughly six months after computing pioneer Dell Technologies Inc. spun off its 81% equity stake in VMware.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜U.S. Stock Futures Rebound; Takeover Talks Boost VMware</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜U.S. Stock Futures Rebound; Takeover Talks Boost VMware\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-23 19:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street futures rose on Monday, helped by a bounce in growth stocks and banks, after the benchmark S&amp;P 500 hovered near a grim market milestone at the end of last week.</p><p>Investors will keep a close eye on the slew of economic data expected this week that could shed new light on the health of U.S. economy against the backdrop of a steep selloff in stocks since January.</p><p><b>Market Snapshot</b></p><p>At 07:45 a.m. ET, Dow e-minis were up 304 points, or 0.97%, S&amp;P 500 e-minis were up 39.75 points, or 1.02%, and Nasdaq 100 e-minis were up 96.75 points, or 0.82%.</p><p><img src=\"https://static.tigerbbs.com/1fd39d5dd2eb69502af0a0c70483fa3f\" tg-width=\"383\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b>Electronic Arts (EA)</b> – The video game maker’s shares rose 3.3% in the premarket after Puck News reported that the company was actively seeking a buyer or merger partner. EA has reportedly held talks with Walt Disney (DIS), Apple (AAPL) and Amazon (AMZN), among others.</p><p><b>Xpeng (XPEV)</b> – Chinese electric-vehicle maker Xpeng Inc. reported a wider-than-expected quarterly loss as supply-chain snarls and surging materials costs squeeze margins. Xpeng shares trimmed their losses to 0.4% from 4% in premarket trading.</p><p><b>VMWare (VMW)</b> – The cloud computing company’s stock surged 22.7% in premarket trading following multiple reports that it is in advanced talks to be bought by chipmaker <b>Broadcom (AVGO)</b>. The two companies are said to be discussing a cash-and-stock deal which could happen soon, according to people familiar with the matter. Broadcom slid 4.7%.</p><p><b>GameStop (GME)</b> – GameStop jumped 2.2% in premarket trading after the video game retailer launched a digital wallet for cryptocurrencies and NFTs.</p><p><b>HP Inc. (HPQ)</b> – The computer and printer maker was downgraded to “neutral” from “buy” at Citi, based on moderating demand for PCs in the near to mid-term. HP fell 2.9% in premarket action.</p><p><b>Pfizer (PFE)</b> – Pfizer and partner <b>BioNTech (BNTX)</b> said three doses of their Covid-19 vaccine offered strong protection for children under 5, according to preliminary data. BioNTech rose 1.9% in premarket trading, while Pfizer edged higher by 0.6%.</p><p><b>Motorola Solutions (MSI)</b> – Morgan Stanley upgraded the communications equipment and software company’s stock to “overweight” from “equal-weight,” with a number of favorable trends in place including an increase in demand for video surveillance. Motorola Solutions gained 2.5% in the premarket.</p><p><b>Emergent BioSolutions (EBS)</b> – The biopharma company’s stock rallied 9.7% in premarket trading, amid the increasing concerns about the spread of monkeypox. Emergent is a supplier of smallpox vaccine, which can be used as protection against monkeypox.</p><p><b>Autodesk (ADSK)</b> – The design software company’s stock fell 3.7% in premarket action after RBC cut its price target on the stock to $255 per share from $295 a share. RBC said Street earnings consensus may be too high and that Autodesk needs to establish consistency in its results to increase investor confidence.</p><p><b>Boeing (BA)</b> – Boeing rose 1% in premarket trading after its Starliner spacecraft successfully docked with the International Space Station over the weekend.</p><p><b>Corning (GLW)</b> – The materials science company’s stock slid 2.9% in the premarket after Citi downgraded it to “neutral” from “buy,” citing lower PC and tablet demand impacting Corning’s optical components business. Citi also notes uncertainty about demand recovery for premium and large-size televisions.</p><p><b>Market News</b></p><p><b>Biden Says Weighs Reducing Tariffs on China, Asking OPEC to Pump More Oil</b></p><p>U.S. President Joe Biden said he was weighing cutting tariffs on Chinese goods while increasing calls on OPEC to raise oil production as he grappled with a politically damaging wave of inflation.</p><p>&#34;I am considering it. We did not impose any of those tariffs. They were imposed by the last administration and they&#39;re under consideration,&#34; Biden said on reducing tariffs on China.</p><p><b>Broadcom in Advanced Talks to Buy VMware</b></p><p>Broadcom Inc. is in advanced talks to buy VMware Inc., according to people familiar with the matter, setting the stage for what would be one of the year’s biggest deals.</p><p>The technology companies are discussing a cash-and-stock deal that could come soon, assuming the talks don’t fall apart, the people said. VMware has a market value of $40 billion, while Broadcom’s is around $222 billion.</p><p>The deal discussions, which picked up pace in recent days, come roughly six months after computing pioneer Dell Technologies Inc. spun off its 81% equity stake in VMware.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","HPQ":"惠普",".DJI":"道琼斯","AVGO":"博通","GLW":"康宁",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BA":"波音","XPEV":"小鹏汽车","VMW":"威睿","PFE":"辉瑞","ADSK":"欧特克","EBS":"Emergent Biosolutions","MSI":"摩托罗拉解决方案","GME":"游戏驿站","EA":"艺电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163224981","content_text":"Wall Street futures rose on Monday, helped by a bounce in growth stocks and banks, after the benchmark S&P 500 hovered near a grim market milestone at the end of last week.Investors will keep a close eye on the slew of economic data expected this week that could shed new light on the health of U.S. economy against the backdrop of a steep selloff in stocks since January.Market SnapshotAt 07:45 a.m. ET, Dow e-minis were up 304 points, or 0.97%, S&P 500 e-minis were up 39.75 points, or 1.02%, and Nasdaq 100 e-minis were up 96.75 points, or 0.82%.Pre-Market MoversElectronic Arts (EA) – The video game maker’s shares rose 3.3% in the premarket after Puck News reported that the company was actively seeking a buyer or merger partner. EA has reportedly held talks with Walt Disney (DIS), Apple (AAPL) and Amazon (AMZN), among others.Xpeng (XPEV) – Chinese electric-vehicle maker Xpeng Inc. reported a wider-than-expected quarterly loss as supply-chain snarls and surging materials costs squeeze margins. Xpeng shares trimmed their losses to 0.4% from 4% in premarket trading.VMWare (VMW) – The cloud computing company’s stock surged 22.7% in premarket trading following multiple reports that it is in advanced talks to be bought by chipmaker Broadcom (AVGO). The two companies are said to be discussing a cash-and-stock deal which could happen soon, according to people familiar with the matter. Broadcom slid 4.7%.GameStop (GME) – GameStop jumped 2.2% in premarket trading after the video game retailer launched a digital wallet for cryptocurrencies and NFTs.HP Inc. (HPQ) – The computer and printer maker was downgraded to “neutral” from “buy” at Citi, based on moderating demand for PCs in the near to mid-term. HP fell 2.9% in premarket action.Pfizer (PFE) – Pfizer and partner BioNTech (BNTX) said three doses of their Covid-19 vaccine offered strong protection for children under 5, according to preliminary data. BioNTech rose 1.9% in premarket trading, while Pfizer edged higher by 0.6%.Motorola Solutions (MSI) – Morgan Stanley upgraded the communications equipment and software company’s stock to “overweight” from “equal-weight,” with a number of favorable trends in place including an increase in demand for video surveillance. Motorola Solutions gained 2.5% in the premarket.Emergent BioSolutions (EBS) – The biopharma company’s stock rallied 9.7% in premarket trading, amid the increasing concerns about the spread of monkeypox. Emergent is a supplier of smallpox vaccine, which can be used as protection against monkeypox.Autodesk (ADSK) – The design software company’s stock fell 3.7% in premarket action after RBC cut its price target on the stock to $255 per share from $295 a share. RBC said Street earnings consensus may be too high and that Autodesk needs to establish consistency in its results to increase investor confidence.Boeing (BA) – Boeing rose 1% in premarket trading after its Starliner spacecraft successfully docked with the International Space Station over the weekend.Corning (GLW) – The materials science company’s stock slid 2.9% in the premarket after Citi downgraded it to “neutral” from “buy,” citing lower PC and tablet demand impacting Corning’s optical components business. Citi also notes uncertainty about demand recovery for premium and large-size televisions.Market NewsBiden Says Weighs Reducing Tariffs on China, Asking OPEC to Pump More OilU.S. President Joe Biden said he was weighing cutting tariffs on Chinese goods while increasing calls on OPEC to raise oil production as he grappled with a politically damaging wave of inflation.\"I am considering it. We did not impose any of those tariffs. They were imposed by the last administration and they're under consideration,\" Biden said on reducing tariffs on China.Broadcom in Advanced Talks to Buy VMwareBroadcom Inc. is in advanced talks to buy VMware Inc., according to people familiar with the matter, setting the stage for what would be one of the year’s biggest deals.The technology companies are discussing a cash-and-stock deal that could come soon, assuming the talks don’t fall apart, the people said. VMware has a market value of $40 billion, while Broadcom’s is around $222 billion.The deal discussions, which picked up pace in recent days, come roughly six months after computing pioneer Dell Technologies Inc. spun off its 81% equity stake in VMware.","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":160679584,"gmtCreate":1623798060148,"gmtModify":1703819500434,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"Pls like n cmt&nbsp;","listText":"Pls like n cmt&nbsp;","text":"Pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/160679584","repostId":"2143680537","repostType":4,"repost":{"id":"2143680537","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":1623797252,"share":"https://ttm.financial/m/news/2143680537?lang=&edition=fundamental","pubTime":"2021-06-16 06:47","market":"us","language":"en","title":"Wall Street ends down as data spooks investors awaiting Fed report","url":"https://stock-news.laohu8.com/highlight/detail?id=2143680537","media":"Reuters","summary":"Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wedn","content":"<p>Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.</p>\n<p>Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.</p>\n<p>Data showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.</p>\n<p>“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.</p>\n<p>“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”</p>\n<p>The Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.</p>\n<p>The benchmark S&amp;P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.</p>\n<p>However, the S&amp;P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.</p>\n<p>The Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&amp;P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.</p>\n<p>Seven of the 11 major S&amp;P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.</p>\n<p>The largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]</p>\n<p>In corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.</p>\n<p>Having slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.</p>\n<p>Volume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends down as data spooks investors awaiting Fed report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street ends down as data spooks investors awaiting Fed report\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-16 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.</p>\n<p>Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.</p>\n<p>Data showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.</p>\n<p>“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.</p>\n<p>“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”</p>\n<p>The Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.</p>\n<p>The benchmark S&amp;P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.</p>\n<p>However, the S&amp;P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.</p>\n<p>The Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&amp;P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.</p>\n<p>Seven of the 11 major S&amp;P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.</p>\n<p>The largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]</p>\n<p>In corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.</p>\n<p>Having slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.</p>\n<p>Volume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100","DDM":"道指两倍做多ETF",".DJI":"道琼斯","PSQ":"纳指反向ETF",".SPX":"S&P 500 Index","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","DOG":"道指反向ETF",".IXIC":"NASDAQ Composite","SSO":"两倍做多标普500ETF","BA":"波音","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","SDS":"两倍做空标普500ETF","QID":"纳指两倍做空ETF","DXD":"道指两倍做空ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143680537","content_text":"Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.\nAssurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wednesday.\nData showed an acceleration in producer prices last month as supply chains struggled to meet demand unleashed by the reopening of the economy. A separate report showed U.S. retail sales dropped more than expected in May.\n“There was a bit of a reaction to the economic data we got, which, for the most part, shows that the economy is starting to wean itself off stimulus, the recovery is slowing down a little, and inflation is continuing to grow,” said Ed Moya, senior market analyst for the Americas at OANDA.\n“We’re seeing some very modest weakness, and it’ll be choppy leading up to the Fed decision. Right now, the Fed is probably in a position to show they are thinking about tapering, but they’re still a long way from actually doing it.”\nThe Fed is likely to announce in August or September a strategy for reducing its massive bond buying program, but will not start cutting monthly purchases until early next year, a Reuters poll of economists found.\nThe benchmark S&P 500, the blue-chip Dow Jones and the tech-focused Nasdaq have risen 13%, 12.1% and 9.2% respectively so far this year, largely driven by optimism about an economic reopening.\nHowever, the S&P 500 has been broadly stuck within a range, despite recording its 29th record-high finish of 2021 on Monday, versus 33 for all of last year.\nThe Dow Jones Industrial Average fell 94.42 points, or 0.27%, to 34,299.33, the S&P 500 lost 8.56 points, or 0.20%, to 4,246.59 and the Nasdaq Composite dropped 101.29 points, or 0.71%, to 14,072.86.\nSeven of the 11 major S&P sectors slipped. Among them was communication services, which ended 0.5% lower, having hit a record intraday high earlier in the session.\nThe largest gainer was the energy index, which rose 2.1% on oil prices hitting multi-year highs on a positive demand outlook. Exxon Mobil Corp had its best day since Mar. 5, jumping 3.6%. [O/R]\nIn corporate news, Boeing Co gained 0.6% after the United States and the European Union agreed on a truce in their 17-year conflict over aircraft subsidies involving the planemaker and its rival Airbus.\nHaving slumped 19% on Monday, Lordstown Motors Corp shares rebounded 11.3% after comments from the electric truck manufacturer’s president on orders.\nVolume on U.S. exchanges was 9.98 billion shares, compared with the 10.58 billion average over the last 20 trading days.\nThe S&P 500 posted 36 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 87 new highs and 21 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572388238861982","authorId":"3572388238861982","name":"MGHuat","avatar":"https://static.tigerbbs.com/bd2cbc6e014ed9c700e2d9cd01ae2b08","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3572388238861982","idStr":"3572388238861982"},"content":"respond to this comment please","text":"respond to this comment please","html":"respond to this comment please"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885459366,"gmtCreate":1631826536655,"gmtModify":1676530644185,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"Pls like n cmt","listText":"Pls like n cmt","text":"Pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/885459366","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":{"MRNA":"Moderna, Inc.","AMC":"AMC院线"},"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":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9080119724,"gmtCreate":1649857211985,"gmtModify":1676534590969,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"Pls like&nbsp;","listText":"Pls like&nbsp;","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080119724","repostId":"1165734323","repostType":4,"repost":{"id":"1165734323","kind":"news","pubTimestamp":1649863823,"share":"https://ttm.financial/m/news/1165734323?lang=&edition=fundamental","pubTime":"2022-04-13 23:30","market":"us","language":"en","title":"The Roadster Is Tesla and Elon Musk's New Cash Machine","url":"https://stock-news.laohu8.com/highlight/detail?id=1165734323","media":"TheStreet","summary":"The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn't yet produced.There is no doubt that $Tesla(TSLA)$ dominates the electric-vehicle market.","content":"<html><head></head><body><ul><li>The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn&#39;t yet produced.</li></ul><p>There is no doubt that <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> dominates the electric-vehicle market.</p><p>The Austin automaker produced 305,407 vehicles in the first quarter and deliver 310,048 despite supply-chain disruptions and Russia&#39;s invasion of Ukraine, which worsened soaring raw-materials prices like nickel.</p><p>Chief Executive Elon Musk&#39;s group should exceed one million vehicles produced in 2022, industry sources anticipate. That would be a record for the company.</p><p>Meanwhile, <a href=\"https://laohu8.com/S/GM\">GM </a> and <a href=\"https://laohu8.com/S/F\">Ford</a> between them delivered a bit more than 7,100 EVs in the first quarter. Upstart rival <a href=\"https://laohu8.com/S/RIVN\">Rivian</a> for its part delivered 1,227 vehicles in the first three months.</p><p>Tesla is well-positioned to meet the growing demand for electric vehicles. The automaker has just opened its fourth production plant, in Austin, after Berlin, Shanghai and Fremont, Calif. In all, these factories can together manufacture at least 2 million vehicles per year when they are operating at full capacity.</p><p>Tesla, whose declared mission is to save the planet from pollution, is thus to likely generate significant revenue in the next few years because the group can now serve important markets such as China, Europe and the U.S. at much lower cost than its competitors face.</p><p><b>Tesla Has Access to Free Money</b></p><p>Musk&#39;s firm also is able to generate significant revenue on models that it has not yet marketed. The T-brand currently sells the Model S luxury and entry-level Model 3 sedans, the Model X luxury SUV and the Model Y SUV.</p><p>The CEO on April 7 indicated that 2023 will be a year rich in new products: Tesla will start production of the highly anticipated cybertruck, the Tesla Semi and also the Roadster sports car. The brand is already taking reservations for all these vehicles.</p><p>But one of the three turns out to be a real cash machine for Tesla. It&#39;s the new Roadster.</p><p>The new generation of the Roadster, the very first vehicle manufactured by Tesla, seems to be a big success. The limited edition, Founders Series, is sold out. Tesla stopped taking reservations in December.</p><p>For this limited model, Tesla customers had to pay the full price, $250,000, within 10 days of placing their orders on the dedicated Roadster site.</p><p>Musk had indicated that Tesla planned to produce only 1,000 units of the Founders Series. Based on the initial price, the company pocketed $250 million in revenue from a vehicle that has not even entered production.</p><p>Now that the Founders Series is spoken for, interested consumers have only one choice: the standard Roadster. Tesla generally displays prices for its vehicles -- but not this one. Last year, the Roadster price was showing up at $200,000, and potential customers had to put down a deposit of $45,000 within 10 days of placing their orders. But the required deposit has increased.</p><p><img src=\"https://static.tigerbbs.com/2f53bfe9470f792ba3edbe51d808aecb\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/><b>A Super Fast and Expensive Sports Car</b></p><p>Now Tesla demands a base reservation of $50,000 within 10 days of the order. This is done in two parts: the customer deposits $5,000 when placing the order and must pay an additional $45,000 within 10 days of placing the order.</p><p>&#34;Roadster reservations require an initial $5,000 credit card payment, plus a $45,000 wire transfer payment due in 10 days,&#34; the carmaker says. &#34;Reservations are not final until the wire transfer payment is received.&#34;</p><p>Unveiled in 2017, and originally scheduled for 2020, the sports car has been postponed many times. Musk said on April 7 that Tesla will start manufacturing the new Roadster in 2023.</p><p>While the first version of the Roadster, which marked Tesla&#39;s debut, was based on the Lotus Elise, this new version has completely new bases.</p><p>Inspired by the brand&#39;s models, it seems larger than its predecessor; the size seems close to the Tesla Model S, with which it could share the chassis. Configured in 2+2, the Roadster has a removable glass roof.</p><p>In terms of performance, the manufacturer says it can beat the best supercars with a 0-to-60 mph (100 kph) shot in less than two seconds and a 0-100 mph in 4.2 seconds. The maximum speed for the new Roadster: 250 mph.</p><p>The Roadster is &#34;the quickest car in the world, with record-setting acceleration, range and performance,&#34; Tesla says.</p><p>The new generation of Roadster has up to 620 miles, nearly 1.000 kilometers. of range.</p><p>In terms of recharging, Tesla hasn&#39;t yet provided many details. But owners can expect the new Roadster to be able to access the future MegaCharger network that the manufacturer intends to deploy for its future Tesla Semi.</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>The Roadster Is Tesla and Elon Musk's New Cash Machine</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 Roadster Is Tesla and Elon Musk's New Cash Machine\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-13 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/technology/elon-musks-tesla-has-a-new-cash-car><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn't yet produced.There is no doubt that Tesla dominates the electric-vehicle market.The ...</p>\n\n<a href=\"https://www.thestreet.com/technology/elon-musks-tesla-has-a-new-cash-car\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/technology/elon-musks-tesla-has-a-new-cash-car","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165734323","content_text":"The electric-vehicle manufacturer Tesla manages to generate significant revenue even with models that it hasn't yet produced.There is no doubt that Tesla dominates the electric-vehicle market.The Austin automaker produced 305,407 vehicles in the first quarter and deliver 310,048 despite supply-chain disruptions and Russia's invasion of Ukraine, which worsened soaring raw-materials prices like nickel.Chief Executive Elon Musk's group should exceed one million vehicles produced in 2022, industry sources anticipate. That would be a record for the company.Meanwhile, GM  and Ford between them delivered a bit more than 7,100 EVs in the first quarter. Upstart rival Rivian for its part delivered 1,227 vehicles in the first three months.Tesla is well-positioned to meet the growing demand for electric vehicles. The automaker has just opened its fourth production plant, in Austin, after Berlin, Shanghai and Fremont, Calif. In all, these factories can together manufacture at least 2 million vehicles per year when they are operating at full capacity.Tesla, whose declared mission is to save the planet from pollution, is thus to likely generate significant revenue in the next few years because the group can now serve important markets such as China, Europe and the U.S. at much lower cost than its competitors face.Tesla Has Access to Free MoneyMusk's firm also is able to generate significant revenue on models that it has not yet marketed. The T-brand currently sells the Model S luxury and entry-level Model 3 sedans, the Model X luxury SUV and the Model Y SUV.The CEO on April 7 indicated that 2023 will be a year rich in new products: Tesla will start production of the highly anticipated cybertruck, the Tesla Semi and also the Roadster sports car. The brand is already taking reservations for all these vehicles.But one of the three turns out to be a real cash machine for Tesla. It's the new Roadster.The new generation of the Roadster, the very first vehicle manufactured by Tesla, seems to be a big success. The limited edition, Founders Series, is sold out. Tesla stopped taking reservations in December.For this limited model, Tesla customers had to pay the full price, $250,000, within 10 days of placing their orders on the dedicated Roadster site.Musk had indicated that Tesla planned to produce only 1,000 units of the Founders Series. Based on the initial price, the company pocketed $250 million in revenue from a vehicle that has not even entered production.Now that the Founders Series is spoken for, interested consumers have only one choice: the standard Roadster. Tesla generally displays prices for its vehicles -- but not this one. Last year, the Roadster price was showing up at $200,000, and potential customers had to put down a deposit of $45,000 within 10 days of placing their orders. But the required deposit has increased.A Super Fast and Expensive Sports CarNow Tesla demands a base reservation of $50,000 within 10 days of the order. This is done in two parts: the customer deposits $5,000 when placing the order and must pay an additional $45,000 within 10 days of placing the order.\"Roadster reservations require an initial $5,000 credit card payment, plus a $45,000 wire transfer payment due in 10 days,\" the carmaker says. \"Reservations are not final until the wire transfer payment is received.\"Unveiled in 2017, and originally scheduled for 2020, the sports car has been postponed many times. Musk said on April 7 that Tesla will start manufacturing the new Roadster in 2023.While the first version of the Roadster, which marked Tesla's debut, was based on the Lotus Elise, this new version has completely new bases.Inspired by the brand's models, it seems larger than its predecessor; the size seems close to the Tesla Model S, with which it could share the chassis. Configured in 2+2, the Roadster has a removable glass roof.In terms of performance, the manufacturer says it can beat the best supercars with a 0-to-60 mph (100 kph) shot in less than two seconds and a 0-100 mph in 4.2 seconds. The maximum speed for the new Roadster: 250 mph.The Roadster is \"the quickest car in the world, with record-setting acceleration, range and performance,\" Tesla says.The new generation of Roadster has up to 620 miles, nearly 1.000 kilometers. of range.In terms of recharging, Tesla hasn't yet provided many details. But owners can expect the new Roadster to be able to access the future MegaCharger network that the manufacturer intends to deploy for its future Tesla Semi.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015564890,"gmtCreate":1649514558275,"gmtModify":1676534523877,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"PalantirPls like&nbsp;","listText":"PalantirPls like&nbsp;","text":"PalantirPls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015564890","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","kind":"news","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir&#39;s and Snowflake&#39;s shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies&#39; forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake&#39;s top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR&#39;s Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake&#39;s And Palantir&#39;s 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&amp;P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that &#34;Snowflake shares fell sharply&#34; on the day alongside &#34;several other cloud-related stocks, as investors continued to shun technology stocks.&#34;</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW&#39;s and PLTR&#39;s forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company&#39;s Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR&#39;s shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR&#39;s top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company&#39;s robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side&#39;s consensus 2021 year-end estimate was 219 clients, according to<i>S&amp;P Capital IQ</i>.</p><p>However, Palantir&#39;s non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR&#39;s fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir&#39;s total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR&#39;s Q4 2021 results presentation.</p><p>Looking forward, PLTR&#39;s revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and &#34;annual revenue growth of 30% or greater through 2025.&#34;</p><p>However, Palantir&#39;s near-term profitability guidance didn&#39;t meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street&#39;s consensus Q1 2022 operating margin estimate of 28%, as per<i>S&amp;P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media &amp; Telecom Conference on March 9, 2022, PLTR explained that &#34;the investments in the product&#34; in 2021 &#34;drove more improvement faster than we actually thought they might,&#34; and the company is &#34;giving ourselves a little space there to invest as aggressively as possible.&#34;</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW&#39;s shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake&#39;s stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW&#39;s shares performed poorly because investors were unsatisfied with the company&#39;s fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake&#39;s management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW&#39;s top line expansion, as the company&#39;s sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media &amp; Telecom Conference on March 8, 2022, that &#34;every performance improvement we do, we may have a revenue hit,&#34; but it stressed that &#34;those customers are consuming more&#34; in around half a year&#39;s time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the &#34;data&#34; sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams&#39;Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a &#34;software company&#34; which builds &#34;digital infrastructure for data-driven operations.&#34; This provides support for Harris Williams&#39; categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR&#39;s November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of &#34;data processor.&#34; PLTR emphasized that its platforms &#34;allow organizations to better manage&#34; data &#34;by bringing the right data to the people&#34; and enabling &#34;them to take data-driven decisions&#34; and &#34;conduct sophisticated analytic.&#34;</p><p>In contrast, Snowflake&#39;s cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW&#39;s Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies&#39; growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir&#39;s Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former&#39;s profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&amp;P Capital IQ</i>, Snowflake&#39;s sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir&#39;s top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR&#39;s normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW&#39;s normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake&#39;s profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake&#39;s modest profitability is the company&#39;s dependence on third-party vendors such as Microsoft&#39;s (MSFT) Azure and Amazon&#39;s (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company&#39;s key suppliers of public cloud services are also the company&#39;s competitors and &#34;have a big impact on Snowflake&#39;s path to profitability.&#34; This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company&#39;s revenue can be negatively impacted when the government&#39;s budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR&#39;s commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir&#39;s government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies&#39; long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months&#39; Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&amp;P Capital IQ</i>. Taking into account the difference in the two companies&#39; valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Vs. Snowflake Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","SNOW":"Snowflake"},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884532625,"gmtCreate":1631916820767,"gmtModify":1676530667087,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"Pls like n cmt","listText":"Pls like n cmt","text":"Pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/884532625","repostId":"2168885573","repostType":4,"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148111208,"gmtCreate":1625959055204,"gmtModify":1703751129231,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"pls like n cmt","listText":"pls like n cmt","text":"pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/148111208","repostId":"2150370120","repostType":4,"repost":{"id":"2150370120","kind":"highlight","pubTimestamp":1625879410,"share":"https://ttm.financial/m/news/2150370120?lang=&edition=fundamental","pubTime":"2021-07-10 09:10","market":"us","language":"en","title":"Top 10 Cloud Stocks to Buy on the Next Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2150370120","media":"Motley Fool","summary":"How can you capitalize on secular growth trends like digital transformation, artificial intelligence (AI), cybersecurity, analytics, video streaming, work from anywhere, the gig economy, and more? Last time, I covered stocks six through 10 on the list, and today I cover my top five!","content":"<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.</p>\n<p>If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.</p>\n<p>Cloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?</p>\n<p>I'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.</p>\n<p>#10.<b>salesforce.com</b>&nbsp;(NYSE:CRM) is the leader in customer relationship management (CRM). <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiring<b>Slack</b> (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.</p>\n<p>#9.<b>DocuSign</b>(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.</p>\n<p>#8.<b>Twilio</b> (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:</p>\n<ul>\n <li><b>Messaging:</b> You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.</li>\n <li><b>Customer engagement:</b>Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.</li>\n <li><b>Marketing:</b>Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.</li>\n <li><b>Business email services:</b> Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.</li>\n</ul>\n<p>#7<b>The Trade Desk</b> (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. Think<b>Roku</b> (NASDAQ:ROKU), YouTube, part of<b>Alphabet</b> (NASDAQ:GOOGL),<b>Amazon</b> Prime (NASDAQ:AMZN),<b>Disney</b>'s Disney+&nbsp;(NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.</p>\n<p>#6.<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b> (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.</p>\n<p>In case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.&nbsp;</p>\n<p><i>Cloud computing</i> refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.&nbsp;</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?&nbsp;</p>\n<p>#5. <b>Zscaler</b> (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion.&nbsp;</p>\n<p>#4. <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions.&nbsp;</p>\n<p>Datadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with <b>Microsoft</b> (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> to provide real-time monitoring and threat detection across the <b>Salesforce</b> (NASDAQ:DDOG)&nbsp;platform.</p>\n<p>From a product perspective, here are the highlights:</p>\n<ul>\n <li><b>Application performance monitoring (APM) </b>provides visibility into application functionality and health.&nbsp;</li>\n <li><b>Infrastructure monitoring </b>allows businesses to monitor IT infrastructure.</li>\n <li><b>Log management </b>provides visualization and data for any performance problems.</li>\n <li><b>User experience monitoring </b>includes both synthetics and real user monitoring (RUM).</li>\n <li><b>Network performance monitoring </b>allows insights and analysis into network traffic flow from both hybrid and cloud environments.</li>\n <li><b>Incident management and continuous profiler </b>improves workflows.&nbsp;</li>\n <li><b>Security monitoring </b>provides threat detection.</li>\n</ul>\n<p>#3. <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b> (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform.&nbsp;</p>\n<p>As you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's <b>Berkshire Hathaway</b> (NYSE:BRK.A). Snowflake's clients include <b>Apple</b> (NASDAQ:AAPL), <b>Nike</b> (NYSE:NKE), <b>Mastercard</b> (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list.&nbsp;</p>\n<p>#2. <b>Cloudflare</b>'s (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's <a href=\"https://laohu8.com/S/AONE\">one</a> of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment.&nbsp;</p>\n<p>#1 <b>Crowdstrike</b> (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution.&nbsp;</p>\n<p>Cyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.</p>\n<p>If you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Cloud Stocks to Buy on the Next Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop 10 Cloud Stocks to Buy on the Next Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc.","TTD":"Trade Desk Inc.","ZS":"Zscaler Inc.","CRM":"赛富时","SNOW":"Snowflake","DOCU":"Docusign","CRWD":"CrowdStrike Holdings, Inc.","DDOG":"Datadog","ZM":"Zoom","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150370120","content_text":"Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.\nIf you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.\nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.\nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?\nI'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.\n#10.salesforce.com (NYSE:CRM) is the leader in customer relationship management (CRM). Salesforce is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiringSlack (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.\n#9.DocuSign(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.\n#8.Twilio (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:\n\nMessaging: You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.\nCustomer engagement:Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.\nMarketing:Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.\nBusiness email services: Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.\n\n#7The Trade Desk (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. ThinkRoku (NASDAQ:ROKU), YouTube, part ofAlphabet (NASDAQ:GOOGL),Amazon Prime (NASDAQ:AMZN),Disney's Disney+ (NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.\n#6.Zoom Video (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.\nIn case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective. \nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines. \nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio? \n#5. Zscaler (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion. \n#4. Datadog (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions. \nDatadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with Microsoft (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with Salesforce to provide real-time monitoring and threat detection across the Salesforce (NASDAQ:DDOG) platform.\nFrom a product perspective, here are the highlights:\n\nApplication performance monitoring (APM) provides visibility into application functionality and health. \nInfrastructure monitoring allows businesses to monitor IT infrastructure.\nLog management provides visualization and data for any performance problems.\nUser experience monitoring includes both synthetics and real user monitoring (RUM).\nNetwork performance monitoring allows insights and analysis into network traffic flow from both hybrid and cloud environments.\nIncident management and continuous profiler improves workflows. \nSecurity monitoring provides threat detection.\n\n#3. Snowflake (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. \nAs you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's Berkshire Hathaway (NYSE:BRK.A). Snowflake's clients include Apple (NASDAQ:AAPL), Nike (NYSE:NKE), Mastercard (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list. \n#2. Cloudflare's (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's one of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment. \n#1 Crowdstrike (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution. \nCyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.\nIf you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168835334,"gmtCreate":1623970790728,"gmtModify":1703824811974,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"Pls like n cmt&nbsp;","listText":"Pls like n cmt&nbsp;","text":"Pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/168835334","repostId":"2144286417","repostType":4,"repost":{"id":"2144286417","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":1623970062,"share":"https://ttm.financial/m/news/2144286417?lang=&edition=fundamental","pubTime":"2021-06-18 06:47","market":"us","language":"en","title":"Nasdaq closes up on tech stocks strength, as hawkish Fed limits S&P","url":"https://stock-news.laohu8.com/highlight/detail?id=2144286417","media":"Reuters","summary":"June 17  - Conviction in the strength of the economic recovery pushed investors into U.S. technology stocks on Thursday, driving the Nasdaq higher, although a post-Fed hangover left a subdued S&P nursing a very minor loss.The marginal decline was the S&P's third negative finish in a row, while the Dow - with a more pronounced drop - posted its fourth straight lower close.Many investors were still processing the Federal Reserve's unexpectedly hawkish message on monetary policy from the previous d","content":"<p>June 17 (Reuters) - Conviction in the strength of the economic recovery pushed investors into U.S. technology stocks on Thursday, driving the Nasdaq higher, although a post-Fed hangover left a subdued S&amp;P nursing a very minor loss.</p>\n<p>The marginal decline was the S&amp;P's third negative finish in a row, while the Dow - with a more pronounced drop - posted its fourth straight lower close.</p>\n<p>Many investors were still processing the Federal Reserve's unexpectedly hawkish message on monetary policy from the previous day, which projected the first post-pandemic interest rate hikes in 2023.</p>\n<p>Fed officials cited an improved economic outlook as the U.S. economy recovers quickly from the pandemic, with overall growth expected to hit 7% this year. While careful not to derail the recovery - with no end in sight for supportive policy measures such as bond-buying - the rate-rise signal highlighted concerns about inflation.</p>\n<p>\"I think there was a scenario that people had in mind, that the Fed was going to allow for a larger and longer inflation overshoot, and I think with the increase in the dot plot yesterday... people are rethinking that scenario,\" said David Lefkowitz, head of equities for the Americas at UBS Global Wealth Management.</p>\n<p>Technology shares, which generally perform better when interest rates are low, powered a rally on Wall Street last year as investors flocked to stocks seen as relatively safe during times of economic turmoil.</p>\n<p>Investors returned to such positions on Thursday. Chipmaker Nvidia Corp jumped 4.8%, posting its fourth consecutive record close, after Jefferies raised its price target on the stock.</p>\n<p>Meanwhile, shares of Apple Inc, Microsoft Corp, Amazon.com Inc and Facebook Inc shook off premarket declines to advance between 1.3% and 2.2% as investors bet that a steady economic rebound would boost demand for their products in the long run.</p>\n<p>The Nasdaq ended 13 points short of its record finish on Monday, but it was still the index's second-highest close ever.</p>\n<p>The Dow Jones Industrial Average fell 210.22 points, or 0.62%, to 33,823.45, the S&amp;P 500 lost 1.84 points, or 0.04%, to 4,221.86 and the Nasdaq Composite added 121.67 points, or 0.87%, to 14,161.35.</p>\n<p>Interest rate-sensitive bank stocks slumped 4.3% as longer-dated U.S. Treasury yields dropped.</p>\n<p>The strengthening dollar, another by-product of the previous day's Fed news, pushed U.S. oil prices down from the multi-year high hit earlier in the week. The energy index, in turn, was off 3.5%, the biggest laggard among the 11 main S&amp;P sectors.</p>\n<p>Other economically sensitive stocks, including materials&nbsp;and industrials, fell 2.2% and 1.6% respectively as data showed jobless claims rising last week for the first time in more than a month. Still, layoffs appeared to be easing amid a reopening economy and a shortage of people willing to work.</p>\n<p>Volume on U.S. exchanges was 11.77 billion shares, compared with the 10.67 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 23 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 82 new highs and 37 new lows.</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>Nasdaq closes up on tech stocks strength, as hawkish Fed limits S&P</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\">\nNasdaq closes up on tech stocks strength, as hawkish Fed limits S&P\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-18 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>June 17 (Reuters) - Conviction in the strength of the economic recovery pushed investors into U.S. technology stocks on Thursday, driving the Nasdaq higher, although a post-Fed hangover left a subdued S&amp;P nursing a very minor loss.</p>\n<p>The marginal decline was the S&amp;P's third negative finish in a row, while the Dow - with a more pronounced drop - posted its fourth straight lower close.</p>\n<p>Many investors were still processing the Federal Reserve's unexpectedly hawkish message on monetary policy from the previous day, which projected the first post-pandemic interest rate hikes in 2023.</p>\n<p>Fed officials cited an improved economic outlook as the U.S. economy recovers quickly from the pandemic, with overall growth expected to hit 7% this year. While careful not to derail the recovery - with no end in sight for supportive policy measures such as bond-buying - the rate-rise signal highlighted concerns about inflation.</p>\n<p>\"I think there was a scenario that people had in mind, that the Fed was going to allow for a larger and longer inflation overshoot, and I think with the increase in the dot plot yesterday... people are rethinking that scenario,\" said David Lefkowitz, head of equities for the Americas at UBS Global Wealth Management.</p>\n<p>Technology shares, which generally perform better when interest rates are low, powered a rally on Wall Street last year as investors flocked to stocks seen as relatively safe during times of economic turmoil.</p>\n<p>Investors returned to such positions on Thursday. Chipmaker Nvidia Corp jumped 4.8%, posting its fourth consecutive record close, after Jefferies raised its price target on the stock.</p>\n<p>Meanwhile, shares of Apple Inc, Microsoft Corp, Amazon.com Inc and Facebook Inc shook off premarket declines to advance between 1.3% and 2.2% as investors bet that a steady economic rebound would boost demand for their products in the long run.</p>\n<p>The Nasdaq ended 13 points short of its record finish on Monday, but it was still the index's second-highest close ever.</p>\n<p>The Dow Jones Industrial Average fell 210.22 points, or 0.62%, to 33,823.45, the S&amp;P 500 lost 1.84 points, or 0.04%, to 4,221.86 and the Nasdaq Composite added 121.67 points, or 0.87%, to 14,161.35.</p>\n<p>Interest rate-sensitive bank stocks slumped 4.3% as longer-dated U.S. Treasury yields dropped.</p>\n<p>The strengthening dollar, another by-product of the previous day's Fed news, pushed U.S. oil prices down from the multi-year high hit earlier in the week. The energy index, in turn, was off 3.5%, the biggest laggard among the 11 main S&amp;P sectors.</p>\n<p>Other economically sensitive stocks, including materials&nbsp;and industrials, fell 2.2% and 1.6% respectively as data showed jobless claims rising last week for the first time in more than a month. Still, layoffs appeared to be easing amid a reopening economy and a shortage of people willing to work.</p>\n<p>Volume on U.S. exchanges was 11.77 billion shares, compared with the 10.67 billion average over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 23 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 82 new highs and 37 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U",".IXIC":"NASDAQ Composite","MSFT":"微软","PSQ":"纳指反向ETF",".SPX":"S&P 500 Index","AMZN":"亚马逊","QLD":"纳指两倍做多ETF","DOG":"道指反向ETF","TQQQ":"纳指三倍做多ETF","QNETCN":"纳斯达克中美互联网老虎指数","AAPL":"苹果","NAB.AU":"NATIONAL AUSTRALIA BANK LTD","DJX":"1/100道琼斯","UDOW":"道指三倍做多ETF-ProShares","SDOW":"道指三倍做空ETF-ProShares","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","QID":"纳指两倍做空ETF","DXD":"道指两倍做空ETF","03086":"华夏纳指","NVDA":"英伟达","DDM":"道指两倍做多ETF",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144286417","content_text":"June 17 (Reuters) - Conviction in the strength of the economic recovery pushed investors into U.S. technology stocks on Thursday, driving the Nasdaq higher, although a post-Fed hangover left a subdued S&P nursing a very minor loss.\nThe marginal decline was the S&P's third negative finish in a row, while the Dow - with a more pronounced drop - posted its fourth straight lower close.\nMany investors were still processing the Federal Reserve's unexpectedly hawkish message on monetary policy from the previous day, which projected the first post-pandemic interest rate hikes in 2023.\nFed officials cited an improved economic outlook as the U.S. economy recovers quickly from the pandemic, with overall growth expected to hit 7% this year. While careful not to derail the recovery - with no end in sight for supportive policy measures such as bond-buying - the rate-rise signal highlighted concerns about inflation.\n\"I think there was a scenario that people had in mind, that the Fed was going to allow for a larger and longer inflation overshoot, and I think with the increase in the dot plot yesterday... people are rethinking that scenario,\" said David Lefkowitz, head of equities for the Americas at UBS Global Wealth Management.\nTechnology shares, which generally perform better when interest rates are low, powered a rally on Wall Street last year as investors flocked to stocks seen as relatively safe during times of economic turmoil.\nInvestors returned to such positions on Thursday. Chipmaker Nvidia Corp jumped 4.8%, posting its fourth consecutive record close, after Jefferies raised its price target on the stock.\nMeanwhile, shares of Apple Inc, Microsoft Corp, Amazon.com Inc and Facebook Inc shook off premarket declines to advance between 1.3% and 2.2% as investors bet that a steady economic rebound would boost demand for their products in the long run.\nThe Nasdaq ended 13 points short of its record finish on Monday, but it was still the index's second-highest close ever.\nThe Dow Jones Industrial Average fell 210.22 points, or 0.62%, to 33,823.45, the S&P 500 lost 1.84 points, or 0.04%, to 4,221.86 and the Nasdaq Composite added 121.67 points, or 0.87%, to 14,161.35.\nInterest rate-sensitive bank stocks slumped 4.3% as longer-dated U.S. Treasury yields dropped.\nThe strengthening dollar, another by-product of the previous day's Fed news, pushed U.S. oil prices down from the multi-year high hit earlier in the week. The energy index, in turn, was off 3.5%, the biggest laggard among the 11 main S&P sectors.\nOther economically sensitive stocks, including materials and industrials, fell 2.2% and 1.6% respectively as data showed jobless claims rising last week for the first time in more than a month. Still, layoffs appeared to be easing amid a reopening economy and a shortage of people willing to work.\nVolume on U.S. exchanges was 11.77 billion shares, compared with the 10.67 billion average over the last 20 trading days.\nThe S&P 500 posted 23 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 82 new highs and 37 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836260976,"gmtCreate":1629501245495,"gmtModify":1676530057929,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"Pls like n cmt","listText":"Pls like n cmt","text":"Pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/836260976","repostId":"2161743232","repostType":4,"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008432880,"gmtCreate":1641510903635,"gmtModify":1676533622264,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"pls like&nbsp;","listText":"pls like&nbsp;","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008432880","repostId":"1166118266","repostType":4,"repost":{"id":"1166118266","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":1641482074,"share":"https://ttm.financial/m/news/1166118266?lang=&edition=fundamental","pubTime":"2022-01-06 23:14","market":"us","language":"en","title":"WSB Stocks Tumbled in Morning Trading, with Micovision Slipping Nearly 12% and AMC Slipping Over 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166118266","media":"Tiger Newspress","summary":"WSB Stocks Tumbled in Morning Trading, with Micovision Slipping Nearly 12% and AMC Slipping Over 6%.","content":"<html><head></head><body><p>WSB Stocks Tumbled in Morning Trading, with Micovision Slipping Nearly 12% and AMC Slipping Over 6%.<img src=\"https://static.tigerbbs.com/c60f40de514ea1491fcc1b628923f44f\" tg-width=\"282\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/>On Wednesday, the Federal Reserve released minutes from its December meeting. While officials had already announced a tapering of bond purchases and expectations for several rate hikes this year, the minutes revealed the possibility for even more aggressive moves. Several officials thought the Fed could shrink its balance sheet of Treasuries and mortgage-backed assets, which it has been buying for some time to nurse the economy back to health. Tapering asset purchases merely suggested the Fed would be buying fewer securities but would still be purchasing. Letting the balance sheet shrink would be an indicator of even tighter financial conditions than that.</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>WSB Stocks Tumbled in Morning Trading, with Micovision Slipping Nearly 12% and AMC Slipping Over 6%</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\">\nWSB Stocks Tumbled in Morning Trading, with Micovision Slipping Nearly 12% and AMC Slipping Over 6%\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\">2022-01-06 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WSB Stocks Tumbled in Morning Trading, with Micovision Slipping Nearly 12% and AMC Slipping Over 6%.<img src=\"https://static.tigerbbs.com/c60f40de514ea1491fcc1b628923f44f\" tg-width=\"282\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/>On Wednesday, the Federal Reserve released minutes from its December meeting. While officials had already announced a tapering of bond purchases and expectations for several rate hikes this year, the minutes revealed the possibility for even more aggressive moves. Several officials thought the Fed could shrink its balance sheet of Treasuries and mortgage-backed assets, which it has been buying for some time to nurse the economy back to health. Tapering asset purchases merely suggested the Fed would be buying fewer securities but would still be purchasing. Letting the balance sheet shrink would be an indicator of even tighter financial conditions than that.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MVIS":"维视图像","AMC":"AMC院线"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166118266","content_text":"WSB Stocks Tumbled in Morning Trading, with Micovision Slipping Nearly 12% and AMC Slipping Over 6%.On Wednesday, the Federal Reserve released minutes from its December meeting. While officials had already announced a tapering of bond purchases and expectations for several rate hikes this year, the minutes revealed the possibility for even more aggressive moves. Several officials thought the Fed could shrink its balance sheet of Treasuries and mortgage-backed assets, which it has been buying for some time to nurse the economy back to health. Tapering asset purchases merely suggested the Fed would be buying fewer securities but would still be purchasing. Letting the balance sheet shrink would be an indicator of even tighter financial conditions than that.","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891815952,"gmtCreate":1628378330076,"gmtModify":1703505446404,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"pls like n cmt&nbsp;","listText":"pls like n cmt&nbsp;","text":"pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/891815952","repostId":"1139912651","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039628720,"gmtCreate":1646024687785,"gmtModify":1676534083446,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039628720","repostId":"2214189884","repostType":4,"repost":{"id":"2214189884","kind":"news","pubTimestamp":1646020082,"share":"https://ttm.financial/m/news/2214189884?lang=&edition=fundamental","pubTime":"2022-02-28 11:48","market":"us","language":"en","title":"Palantir's Gold Bullion Bet And War With Russia","url":"https://stock-news.laohu8.com/highlight/detail?id=2214189884","media":"seekingalpha","summary":"If one wants to speculate on the price of gold, the SPDR Gold Trust (GLD) and similar would typicall","content":"<html><head></head><body><p>If <a href=\"https://laohu8.com/S/AONE.U\">one</a> wants to speculate on the price of gold, the SPDR Gold Trust (GLD) and similar would typically be the vehicle used. However, these ETFs are financial products which have the inevitable counterparty risk.</p><p>For example, if their custodian HSBC Bank <a href=\"https://laohu8.com/S/PLC\">PLC</a> was impaired, this could affect the claim that GLD has on that gold. To further complicate matters, there are often times sub-custodians are used by custodians, including HSBC. In theory, all you need is one link in the chain to go bad and suddenly, the ETF no longer has access to the full amount of gold it contractually is supposed to have.</p><p>This is why, if you&#39;re real prepper, you prefer physical gold. Specifically, physical gold allocated to you, rather than a generic share in an unallocated pool. All evidence suggests that this is indeed what Palantir (PLTR) bought; allocated 100-ounce gold bars.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bfc239c34eb1c447849b4f68d67b06a\" tg-width=\"640\" tg-height=\"84\" width=\"100%\" height=\"auto\"/><span>Palantir 10-Q filed 8-12-2021</span></p><p>In summary, Palantir was not doing typical commodity speculation. They were preparing for something more sinister.</p><p>As to what Palantir was anticipating, we do not know. It may not even be a specific event. In an interview, CFO Shyam Sankar said it &#34;reflects more of a worldview&#34; and &#34;you have to be prepared for a future with more black swan events.&#34;</p><h2>What black swan events warrant physical gold?</h2><p>Probably not another pandemic. At least not so soon.</p><p>Earthquakes, forest fires, tsunamis, and almost all natural disasters would be unlikely, given that they occur in a limited geographic area and therefore, are unlikely to influence the global price of gold. Something like the Carrington Event of 1859, which is the most intense geomagnetic storm in recorded history, or a large meteorite striking earth, are the only acute natural events which come to mind that have an impact beyond a limited area.</p><p>More likely, their motives were related war/military conflicts, currency debasements, and/or other geopolitics.</p><h2>Why did Palantir buy gold?</h2><p>Given their heavy involvement in military predictive analytics, one has to wonder if the odds of a military conflict/war were being suggested as probable in the near future. If it did, they&#39;re not telling us.</p><p>Was it currency debasement? Well what we do know is that not long after this purchase, US inflation hit a 40 year high; 7.5% for the January 2022 CPI. That too seems like a possibility but again, not something they&#39;ve commented on.</p><p>Those who are suggesting that Palantir predicted a Russian war with Ukraine are probably giving them too much credit.</p><p>To be clear, it&#39;s very possible that Palantir predicted high odds of such occurring in the days, weeks, and months leading up to the invasion, as the pieces fell into place (troop movements, etc.). However, predicting this event back in August would be miraculous. Though it is not impossible.</p><p>If they were predicting a military conflict back in August, perhaps it was more generically speaking, in terms of the intervals between military conflicts happening globally and how they related to other variables. Perhaps there were variables specific to Russia and Ukraine in the algorithm, which weighed more heavily. Keep in mind that already this century, Russian invasions have coincided 3 times with 3 Olympic games (Georgia in 2008, Crimea in 2014, and now greater Ukraine in 2022). With the Olympics 6 months away from August, it&#39;s plausible their analytics suggested high odds of another Russian invasion during the games.</p><p>Ultimately though, all of these specific reasons for buying gold seem unlikely. Why? Because the $50 million gold bar purchase may sound big, big it&#39;s small potatoes for Palantir, given they had about $2.3 billion in cash at that moment.</p><p>That equates to gold being merely a 2.17% weighting. If they were really anticipating war or inflation, one would expect a larger bet. Say 10, 20, or 30%.</p><p>Let&#39;s hope they didn&#39;t buy for war because if they did, it means they&#39;re expecting something far worse than present.</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>Palantir's Gold Bullion Bet And War With Russia</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir's Gold Bullion Bet And War With Russia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-28 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4490506-palantirs-gold-bullion-bet-and-war-with-russia><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If one wants to speculate on the price of gold, the SPDR Gold Trust (GLD) and similar would typically be the vehicle used. However, these ETFs are financial products which have the inevitable ...</p>\n\n<a href=\"https://seekingalpha.com/article/4490506-palantirs-gold-bullion-bet-and-war-with-russia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4543":"AI","BK4023":"应用软件","BK4504":"桥水持仓","PLTR":"Palantir Technologies Inc.","GLD":"SPDR黄金ETF","BK4547":"WSB热门概念"},"source_url":"https://seekingalpha.com/article/4490506-palantirs-gold-bullion-bet-and-war-with-russia","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2214189884","content_text":"If one wants to speculate on the price of gold, the SPDR Gold Trust (GLD) and similar would typically be the vehicle used. However, these ETFs are financial products which have the inevitable counterparty risk.For example, if their custodian HSBC Bank PLC was impaired, this could affect the claim that GLD has on that gold. To further complicate matters, there are often times sub-custodians are used by custodians, including HSBC. In theory, all you need is one link in the chain to go bad and suddenly, the ETF no longer has access to the full amount of gold it contractually is supposed to have.This is why, if you're real prepper, you prefer physical gold. Specifically, physical gold allocated to you, rather than a generic share in an unallocated pool. All evidence suggests that this is indeed what Palantir (PLTR) bought; allocated 100-ounce gold bars.Palantir 10-Q filed 8-12-2021In summary, Palantir was not doing typical commodity speculation. They were preparing for something more sinister.As to what Palantir was anticipating, we do not know. It may not even be a specific event. In an interview, CFO Shyam Sankar said it \"reflects more of a worldview\" and \"you have to be prepared for a future with more black swan events.\"What black swan events warrant physical gold?Probably not another pandemic. At least not so soon.Earthquakes, forest fires, tsunamis, and almost all natural disasters would be unlikely, given that they occur in a limited geographic area and therefore, are unlikely to influence the global price of gold. Something like the Carrington Event of 1859, which is the most intense geomagnetic storm in recorded history, or a large meteorite striking earth, are the only acute natural events which come to mind that have an impact beyond a limited area.More likely, their motives were related war/military conflicts, currency debasements, and/or other geopolitics.Why did Palantir buy gold?Given their heavy involvement in military predictive analytics, one has to wonder if the odds of a military conflict/war were being suggested as probable in the near future. If it did, they're not telling us.Was it currency debasement? Well what we do know is that not long after this purchase, US inflation hit a 40 year high; 7.5% for the January 2022 CPI. That too seems like a possibility but again, not something they've commented on.Those who are suggesting that Palantir predicted a Russian war with Ukraine are probably giving them too much credit.To be clear, it's very possible that Palantir predicted high odds of such occurring in the days, weeks, and months leading up to the invasion, as the pieces fell into place (troop movements, etc.). However, predicting this event back in August would be miraculous. Though it is not impossible.If they were predicting a military conflict back in August, perhaps it was more generically speaking, in terms of the intervals between military conflicts happening globally and how they related to other variables. Perhaps there were variables specific to Russia and Ukraine in the algorithm, which weighed more heavily. Keep in mind that already this century, Russian invasions have coincided 3 times with 3 Olympic games (Georgia in 2008, Crimea in 2014, and now greater Ukraine in 2022). With the Olympics 6 months away from August, it's plausible their analytics suggested high odds of another Russian invasion during the games.Ultimately though, all of these specific reasons for buying gold seem unlikely. Why? Because the $50 million gold bar purchase may sound big, big it's small potatoes for Palantir, given they had about $2.3 billion in cash at that moment.That equates to gold being merely a 2.17% weighting. If they were really anticipating war or inflation, one would expect a larger bet. Say 10, 20, or 30%.Let's hope they didn't buy for war because if they did, it means they're expecting something far worse than present.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155219305,"gmtCreate":1625439148907,"gmtModify":1703741566622,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"Pls like n cmt","listText":"Pls like n cmt","text":"Pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/155219305","repostId":"1160702483","repostType":4,"repost":{"id":"1160702483","kind":"news","pubTimestamp":1625369888,"share":"https://ttm.financial/m/news/1160702483?lang=&edition=fundamental","pubTime":"2021-07-04 11:38","market":"us","language":"en","title":"Two new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and money)","url":"https://stock-news.laohu8.com/highlight/detail?id=1160702483","media":"MarketWatch","summary":"When stock market investing gets too easy, consider getting out of the market.\n\nYou’ve probably hear","content":"<blockquote>\n <b>When stock market investing gets too easy, consider getting out of the market.</b>\n</blockquote>\n<p>You’ve probably heard about people trading stocks based on two acronyms: FOMO (fear of missing out) and YOLO (you only live once). I searched Twitter for both terms with the word “stocks” included, and here’s what I found:</p>\n<p><img src=\"https://static.tigerbbs.com/4416d357ac2bc16d4fdcf60a3c4c3c56\" tg-width=\"916\" tg-height=\"463\"></p>\n<p>I have a proposition for you. In the name of flipping it, we should consider the following two terms as much more insightful and helpful to investors and traders:</p>\n<p>FOLO (fear of living once)&nbsp; and YOMO (you only miss out).</p>\n<p>Here’s a story I’ve told about how things can go wrong even when you’re think you’re trading well and outperforming the markets seems easy.</p>\n<p>Return to 2004</p>\n<p>It was late January 2004, and I was starting my second full year of running a hedge fund, and I was off to an incredible start to the year. I’d come into 2004 steadily scaling into ever-larger and more aggressive positions in mostly internet core equipment vendors like Nortel, JDSU, and Cisco, not to mention my largest position in Apple, which I’d first bought for the fund back in March of 2003. (I held Apple along with occasional Apple call options until I closed the fund, by the way.) I’d made big money already in my hedge fund, which was full of mostly long positions as the markets had been in a big rebound from their October 2002 lows.</p>\n<p>As 2004 started, the markets were in what I called a Steady Betty Rally Mode at the time, and internet-equipment stocks were the single hottest sector into the new year. I started trimming some of my biggest winners down, including the aforementioned Nortel, JDSU and Cisco, along with any stocks that were up 20%, 30% or even more as January wore on. By late January, I was nearly back up to half in cash and the hedge fund was already up nearly 25% for the year while the broader markets were barely up 5% on the year.</p>\n<p>In the last week of January, the markets turned south and the highest-flying winners of the year, like those that I’d just sold down and taken huge profits on, were the hardest hit. I’d previously learned the hard way over the years that you should never confuse a bull market with genius, but I’d even nailed the near-term top and my whole year was already in the pocket. I was feeling pretty good about myself and my trading prowess and listening to Willie cover Woody Guthrie’s classic, “Stay a little longer” chuckling about how I’d left before the party was busted!</p>\n<p>By early February, I was “only” up just over 20% on the year, as I still had half my fund in stocks and a few options, but the markets were now down year to date and the stocks I’d so smartly sold down at the top had themselves pulled back 20%-30% from their highs. They finally were stabilizing and the charts started to turn upward as the stocks were flattish to down on the year.</p>\n<p>Here I was sitting on a huge pile of cash and feeling like a genius for having sold at the top and here was a chance to just slowly start rebuilding and buying some new stocks while they were down. I started to buy back a few shares and to put just a little bit of that 50% cash, along with more cash coming in, to work in the markets.</p>\n<p>By the time March rolled around, I was back fully invested and mostly long, up single digits on the year, and the markets were down about 10% or so on the year. One morning as I walked into my hedge fund hotel office that I rented from Bear Stearns on the 40th floor in midtown New York, I was shocked to see the Nasdaq futures were down huge. I pulled up the Bloomberg terminal and my heart sank as the headline screamed “Nortel admits fraud; Major telecom equipment vendors under investigation” or something along those lines. Nortel was cut in half and most every internet-equipment-related stock in the market was down 20% or more on the day. I puked my guts out that whole day and cried myself to sleep that night.</p>\n<p>I spent the rest of the year digging out of that hole and getting back ahead of the market and had a lot of success in that hedge fund from that bottom.</p>\n<p>Lesson of the week — do not dig yourself a hole, OK?</p>\n<p>Foreshadowing</p>\n<p>Here’s something I wrote in 2007, the last time I started turning from bullish to bearish and eventually traded my hedge fund for a TV gig right before the markets started tanking in late 2007: “Concerned about complacency” (May 3, 2007).</p>\n<p>Here’s an excerpt:</p>\n<p><i>I’m worried. That’s no news flash, as I’m&nbsp;always&nbsp;worried, but I am really concerned about the complacency out there. Earnings are great, as evidenced by the booming season we’re experiencing. The global economy is lifting a lot of boats. And every time I try to get bearish, I feel almost silly when the action, fundamentals and environment are this strong.</i></p>\n<p><i>Just about everybody is long real estate. … Wasn’t almost every rationalization for why we shouldn’t fret about any real estate bubble true when real estate crashed the last few times?</i></p>\n<p><i>Last month, the IMF reported that “the global economy remains on track for robust growth in 2007 and 2008. … Moreover, downside risks to the outlook seem less threatening than at the time of the September 2006&nbsp;World Economic Outlook.” Has the IMF ever gotten the outlook right?</i></p>\n<p><i>This utter disregard for risk permeates the sell side, too, as evidenced by this broker note from Bear this morning: “Worries —&nbsp;the market is running out of major concerns.” Not surprisingly, I suppose, I’m going to&nbsp;flip&nbsp;that statement as I find I have more major concerns about the market and economy today than I’ve had at any point in the past five years.</i></p>\n<p><i>A&nbsp;Citi&nbsp;board member recently told me that I had a “lot of guts” for having launched a tech fund in October 2002. I think you’d have to have a lot of guts to launch a tech fund in May 2007! I’m focusing more on the short side than anything else right now.</i></p>\n<p>Beware when things are too easy</p>\n<p>Cody&nbsp;back in real time, 2021. I’m not saying the markets are about to tank like they did in 2008. But I am saying, once again, that I know way too many random hard-working people who are convinced that they can make big money in cryptos and meme stocks and by trading, trading, trading.</p>\n<p>And all my analysis points to an unfortunate risk/reward set up for the aggressive bulls here.</p>\n<p>That story above about Nortel: I’m here to tell you that you won’t always get a chance to sell when the charts stop working. You don’t always get a chance to lock in your gains while you think it’s easy.</p>\n<p>I’ve been in this business, picking stocks and helping people manage their money for 25 years, and it seems obvious to me that trading and investing and making profits and keeping those profits is very hard to do over many years. There are times it seems easy. That’s often the best time to get cautious. Because if it really were easy, nobody would work their real jobs. We could all just trade stocks to each other all day and make all the money we need. Yeah, right.</p>\n<p>I have a new name or two I’m digging hard into this week, one in AI and another that’s trying to revolutionize long-term gig employment trends. Until then, I’m staying steady as she goes, even as so many others think YOLO and FOMO are just fun, little acronyms.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Two new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and money)</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\">\nTwo new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and money)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/two-new-stock-market-acronyms-folo-and-yomo-can-save-you-a-lot-of-grief-and-money-11625247142?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When stock market investing gets too easy, consider getting out of the market.\n\nYou’ve probably heard about people trading stocks based on two acronyms: FOMO (fear of missing out) and YOLO (you only ...</p>\n\n<a href=\"https://www.marketwatch.com/story/two-new-stock-market-acronyms-folo-and-yomo-can-save-you-a-lot-of-grief-and-money-11625247142?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/two-new-stock-market-acronyms-folo-and-yomo-can-save-you-a-lot-of-grief-and-money-11625247142?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160702483","content_text":"When stock market investing gets too easy, consider getting out of the market.\n\nYou’ve probably heard about people trading stocks based on two acronyms: FOMO (fear of missing out) and YOLO (you only live once). I searched Twitter for both terms with the word “stocks” included, and here’s what I found:\n\nI have a proposition for you. In the name of flipping it, we should consider the following two terms as much more insightful and helpful to investors and traders:\nFOLO (fear of living once)  and YOMO (you only miss out).\nHere’s a story I’ve told about how things can go wrong even when you’re think you’re trading well and outperforming the markets seems easy.\nReturn to 2004\nIt was late January 2004, and I was starting my second full year of running a hedge fund, and I was off to an incredible start to the year. I’d come into 2004 steadily scaling into ever-larger and more aggressive positions in mostly internet core equipment vendors like Nortel, JDSU, and Cisco, not to mention my largest position in Apple, which I’d first bought for the fund back in March of 2003. (I held Apple along with occasional Apple call options until I closed the fund, by the way.) I’d made big money already in my hedge fund, which was full of mostly long positions as the markets had been in a big rebound from their October 2002 lows.\nAs 2004 started, the markets were in what I called a Steady Betty Rally Mode at the time, and internet-equipment stocks were the single hottest sector into the new year. I started trimming some of my biggest winners down, including the aforementioned Nortel, JDSU and Cisco, along with any stocks that were up 20%, 30% or even more as January wore on. By late January, I was nearly back up to half in cash and the hedge fund was already up nearly 25% for the year while the broader markets were barely up 5% on the year.\nIn the last week of January, the markets turned south and the highest-flying winners of the year, like those that I’d just sold down and taken huge profits on, were the hardest hit. I’d previously learned the hard way over the years that you should never confuse a bull market with genius, but I’d even nailed the near-term top and my whole year was already in the pocket. I was feeling pretty good about myself and my trading prowess and listening to Willie cover Woody Guthrie’s classic, “Stay a little longer” chuckling about how I’d left before the party was busted!\nBy early February, I was “only” up just over 20% on the year, as I still had half my fund in stocks and a few options, but the markets were now down year to date and the stocks I’d so smartly sold down at the top had themselves pulled back 20%-30% from their highs. They finally were stabilizing and the charts started to turn upward as the stocks were flattish to down on the year.\nHere I was sitting on a huge pile of cash and feeling like a genius for having sold at the top and here was a chance to just slowly start rebuilding and buying some new stocks while they were down. I started to buy back a few shares and to put just a little bit of that 50% cash, along with more cash coming in, to work in the markets.\nBy the time March rolled around, I was back fully invested and mostly long, up single digits on the year, and the markets were down about 10% or so on the year. One morning as I walked into my hedge fund hotel office that I rented from Bear Stearns on the 40th floor in midtown New York, I was shocked to see the Nasdaq futures were down huge. I pulled up the Bloomberg terminal and my heart sank as the headline screamed “Nortel admits fraud; Major telecom equipment vendors under investigation” or something along those lines. Nortel was cut in half and most every internet-equipment-related stock in the market was down 20% or more on the day. I puked my guts out that whole day and cried myself to sleep that night.\nI spent the rest of the year digging out of that hole and getting back ahead of the market and had a lot of success in that hedge fund from that bottom.\nLesson of the week — do not dig yourself a hole, OK?\nForeshadowing\nHere’s something I wrote in 2007, the last time I started turning from bullish to bearish and eventually traded my hedge fund for a TV gig right before the markets started tanking in late 2007: “Concerned about complacency” (May 3, 2007).\nHere’s an excerpt:\nI’m worried. That’s no news flash, as I’m always worried, but I am really concerned about the complacency out there. Earnings are great, as evidenced by the booming season we’re experiencing. The global economy is lifting a lot of boats. And every time I try to get bearish, I feel almost silly when the action, fundamentals and environment are this strong.\nJust about everybody is long real estate. … Wasn’t almost every rationalization for why we shouldn’t fret about any real estate bubble true when real estate crashed the last few times?\nLast month, the IMF reported that “the global economy remains on track for robust growth in 2007 and 2008. … Moreover, downside risks to the outlook seem less threatening than at the time of the September 2006 World Economic Outlook.” Has the IMF ever gotten the outlook right?\nThis utter disregard for risk permeates the sell side, too, as evidenced by this broker note from Bear this morning: “Worries — the market is running out of major concerns.” Not surprisingly, I suppose, I’m going to flip that statement as I find I have more major concerns about the market and economy today than I’ve had at any point in the past five years.\nA Citi board member recently told me that I had a “lot of guts” for having launched a tech fund in October 2002. I think you’d have to have a lot of guts to launch a tech fund in May 2007! I’m focusing more on the short side than anything else right now.\nBeware when things are too easy\nCody back in real time, 2021. I’m not saying the markets are about to tank like they did in 2008. But I am saying, once again, that I know way too many random hard-working people who are convinced that they can make big money in cryptos and meme stocks and by trading, trading, trading.\nAnd all my analysis points to an unfortunate risk/reward set up for the aggressive bulls here.\nThat story above about Nortel: I’m here to tell you that you won’t always get a chance to sell when the charts stop working. You don’t always get a chance to lock in your gains while you think it’s easy.\nI’ve been in this business, picking stocks and helping people manage their money for 25 years, and it seems obvious to me that trading and investing and making profits and keeping those profits is very hard to do over many years. There are times it seems easy. That’s often the best time to get cautious. Because if it really were easy, nobody would work their real jobs. We could all just trade stocks to each other all day and make all the money we need. Yeah, right.\nI have a new name or two I’m digging hard into this week, one in AI and another that’s trying to revolutionize long-term gig employment trends. Until then, I’m staying steady as she goes, even as so many others think YOLO and FOMO are just fun, little acronyms.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570678493691973","authorId":"3570678493691973","name":"SaveHK","avatar":"https://static.tigerbbs.com/89b74f5799a23844400ed6de94296d38","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3570678493691973","idStr":"3570678493691973"},"content":"please comment and likes back ?","text":"please comment and likes back ?","html":"please comment and likes back ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120144178,"gmtCreate":1624317200194,"gmtModify":1703833100111,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"Pls like n cmt","listText":"Pls like n cmt","text":"Pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/120144178","repostId":"1191349655","repostType":4,"repost":{"id":"1191349655","kind":"news","pubTimestamp":1624316842,"share":"https://ttm.financial/m/news/1191349655?lang=&edition=fundamental","pubTime":"2021-06-22 07:07","market":"us","language":"en","title":"Wall Street ends sharply higher, led by surging Dow","url":"https://stock-news.laohu8.com/highlight/detail?id=1191349655","media":"Reuters","summary":"(Reuters) - Wall Street rallied on Monday, with the Dow completing its strongest session in over thr","content":"<p>(Reuters) - Wall Street rallied on Monday, with the Dow completing its strongest session in over three months as investors piled back in to energy and other sectors expected to outperform as the economy rebounds from the pandemic.</p>\n<p>The small-cap Russell 2000 and the Dow Jones Transports Average, considered a barometer of economic health, both jumped about 2%.</p>\n<p>The S&amp;P 500 value index, which includes banks, energy and other economically sensitive sectors and has led gains in U.S. equities so far this year, surged 1.9%, outperforming a 0.9% rise in the growth index.</p>\n<p>That was a stark reversal from last week, when the Fed’s hawkish signals on monetary policy sparked a round of profit taking that wiped out value stocks’ lead over growth this month and triggered the worst weekly performance for the Dow and the S&amp;P 500 in months.</p>\n<p>“The overall theme here is the market still does not know whether it wants easy money or tight money and it’s in a tug of war,” said Randy Frederick, vice president of trading and derivatives at Charles Schwab.</p>\n<p>All 11 S&amp;P 500 sector indexes rose, with energy jumping 4.3% and leading the way, followed by financials, up 2.4%.</p>\n<p>Microsoft Corp rose 1.2% to close at an all-time high.</p>\n<p>The S&amp;P 500 has traded in a tight range this month as investors juggled fears of an overheating economy with optimism about a strong economic rebound.</p>\n<p>(Graphic: Value vs Growth stocks, )</p>\n<p><img src=\"https://static.tigerbbs.com/cef3457ef1409a02e910dfc35591b8dc\" tg-width=\"963\" tg-height=\"726\" referrerpolicy=\"no-referrer\"></p>\n<p>Focus this week will be on U.S. factory activity surveys and home sales data, while Fed Chair Jerome Powell testifies before Congress on Tuesday.</p>\n<p>The Dow Jones Industrial Average rose 1.76% to end at 33,876.97 points, while the S&amp;P 500 gained 1.40% to 4,224.79. The Nasdaq Composite climbed 0.79% to 14,141.48.</p>\n<p>Cryptocurrency stocks, including miners Riot Blockchain, Marathon Patent Group and crypto exchange Coinbase Global, tumbled between 1% and 4% on China’s expanding crackdown on bitcoin mining.</p>\n<p>Moderna Inc rallied 4.5% after a report said the drugmaker is adding two new production lines at a COVID-19 vaccine manufacturing plant, in a bid to prepare for making more booster shots.</p>\n<p>Market participants are girding for a major trading event on Friday, when the FTSE Russell completes the annual rebalancing of its indexes, potentially affecting trillions of dollars in investments.</p>\n<p>Advancing issues outnumbered declining ones on the NYSE by a 2.86-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored advancers.</p>\n<p>The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 74 new highs and 55 new lows.</p>\n<p>Volume on U.S. exchanges was 10.1 billion shares, compared with the 11 billion average over the last 20 trading days.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street ends sharply higher, led by surging Dow</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\">\nWall Street ends sharply higher, led by surging Dow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.reuters.com/article/us-usa-stocks/wall-street-ends-sharply-higher-led-by-surging-dow-idUSKCN2DX12Z><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street rallied on Monday, with the Dow completing its strongest session in over three months as investors piled back in to energy and other sectors expected to outperform as the ...</p>\n\n<a href=\"https://www.reuters.com/article/us-usa-stocks/wall-street-ends-sharply-higher-led-by-surging-dow-idUSKCN2DX12Z\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","MSFT":"微软",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/us-usa-stocks/wall-street-ends-sharply-higher-led-by-surging-dow-idUSKCN2DX12Z","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191349655","content_text":"(Reuters) - Wall Street rallied on Monday, with the Dow completing its strongest session in over three months as investors piled back in to energy and other sectors expected to outperform as the economy rebounds from the pandemic.\nThe small-cap Russell 2000 and the Dow Jones Transports Average, considered a barometer of economic health, both jumped about 2%.\nThe S&P 500 value index, which includes banks, energy and other economically sensitive sectors and has led gains in U.S. equities so far this year, surged 1.9%, outperforming a 0.9% rise in the growth index.\nThat was a stark reversal from last week, when the Fed’s hawkish signals on monetary policy sparked a round of profit taking that wiped out value stocks’ lead over growth this month and triggered the worst weekly performance for the Dow and the S&P 500 in months.\n“The overall theme here is the market still does not know whether it wants easy money or tight money and it’s in a tug of war,” said Randy Frederick, vice president of trading and derivatives at Charles Schwab.\nAll 11 S&P 500 sector indexes rose, with energy jumping 4.3% and leading the way, followed by financials, up 2.4%.\nMicrosoft Corp rose 1.2% to close at an all-time high.\nThe S&P 500 has traded in a tight range this month as investors juggled fears of an overheating economy with optimism about a strong economic rebound.\n(Graphic: Value vs Growth stocks, )\n\nFocus this week will be on U.S. factory activity surveys and home sales data, while Fed Chair Jerome Powell testifies before Congress on Tuesday.\nThe Dow Jones Industrial Average rose 1.76% to end at 33,876.97 points, while the S&P 500 gained 1.40% to 4,224.79. The Nasdaq Composite climbed 0.79% to 14,141.48.\nCryptocurrency stocks, including miners Riot Blockchain, Marathon Patent Group and crypto exchange Coinbase Global, tumbled between 1% and 4% on China’s expanding crackdown on bitcoin mining.\nModerna Inc rallied 4.5% after a report said the drugmaker is adding two new production lines at a COVID-19 vaccine manufacturing plant, in a bid to prepare for making more booster shots.\nMarket participants are girding for a major trading event on Friday, when the FTSE Russell completes the annual rebalancing of its indexes, potentially affecting trillions of dollars in investments.\nAdvancing issues outnumbered declining ones on the NYSE by a 2.86-to-1 ratio; on Nasdaq, a 1.44-to-1 ratio favored advancers.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 74 new highs and 55 new lows.\nVolume on U.S. exchanges was 10.1 billion shares, compared with the 11 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034097939,"gmtCreate":1647730823015,"gmtModify":1676534260363,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034097939","repostId":"2220777059","repostType":4,"repost":{"id":"2220777059","kind":"news","pubTimestamp":1647653153,"share":"https://ttm.financial/m/news/2220777059?lang=&edition=fundamental","pubTime":"2022-03-19 09:25","market":"sg","language":"en","title":"Sea Limited: The Three-Headed Monster","url":"https://stock-news.laohu8.com/highlight/detail?id=2220777059","media":"seekingalpha","summary":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but B","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Garena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.</li><li>In addition, Shopee&#39;s losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.</li><li>SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea&#39;s second cash cow.</li><li>With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won&#39;t be long before Sea requires another cash infusion.</li><li>Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51b3290f2015840c5d8f754c01de8a85\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/><span>undefined undefined/iStock via Getty Images</span></p><p>I&#39;ve been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I&#39;m doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let&#39;s get started!</p><p><b>Investment Thesis</b></p><p>Sea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company&#39;s slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee&#39;s losses are also getting worse.</p><p>The Group&#39;s cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.</p><p>On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea&#39;s second cash cow.</p><p>Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.</p><p>The three-headed monster is a Buy at these levels.</p><p><b>Value Proposition</b></p><p>Founded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.</p><blockquote><b>Mission</b>: To better the lives of consumers and small businesses with technology.</blockquote><p>Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea&#39;s main value proposition is providing a vertically-integrated experience through its different core businesses.</p><p><b>Garena</b></p><p>Its digital entertainment division, Garena, was Sea&#39;s first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.</p><p>Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena&#39;s Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a>&#39;s findings, Free Fire still holds the most downloads globally as of January 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa392753c19f14d60ee0d992e58c3d2f\" tg-width=\"1280\" tg-height=\"741\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>Garena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.</p><p>In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.</p><p><b>Shopee</b></p><p>Perhaps the most exciting business segment is Sea&#39;s mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6649de846b2942b928a3f3e5d4035003\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee</span></p><p>Through the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee&#39;s two premium shopping platforms, Shopee Mall and Shopee Premium.</p><p>Along with Shopee&#39;s e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:</p><ul><li><b>Service by Shopee</b> - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.</li><li><b>BuyerProtection</b> - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers&#39; funds in a separate account until delivery is complete, where funds will be released to buyers.</li><li><b>Integrated Logistics Services</b>- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.</li><li><b>Social Features</b> - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).</li><li><b>On-demand Services</b>- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).</li></ul><p>Shopee&#39;s scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee&#39;s most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f9c550b140720336e00cc78e954d184\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p><b>SeaMoney</b></p><p>SeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea&#39;s operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney&#39;s various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.</p><p>Through SeaMoney&#39;s mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a &#34;buy now pay later&#34; payment option, enables consumers to purchase items without accessing credit. For those who are interested, I&#39;ve written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.</p><p>SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c85c862195f86fe9d4f0f8c8beced6b\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SeaBank Website</span></p><p>SeaMoney&#39;s main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea&#39;s other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.</p><p><b>Market Opportunity</b></p><p>Sea&#39;s market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let&#39;s take a look at each industry that Sea operates in.</p><p>First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f72bda6df6bc2b7bdf8756d218f53185\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: SensorTower</span></p><p>According to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021&#39;s total figure. Given Garena&#39;s successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity&#39;s findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.</p><p>Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.</p><p>Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee&#39;s vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fcb903aed7c0ec901fc83c4f25f18b8\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.</p><p>Lastly, we have the fintech industry pertaining to SeaMoney. In my <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea&#39;s markets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47ec896a6208b6023ae89f654704bbc7\" tg-width=\"1261\" tg-height=\"706\" referrerpolicy=\"no-referrer\"/><span>Source: Ark Invest Big Ideas 2022</span></p><p>As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney&#39;s other brands will benefit from this trend. Also of important note, SeaMoney&#39;s expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb814b800c3121e3fb8cd0913f239d5\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><span>Source: e-Conomy SEA 2021</span></p><p>As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.</p><p><b>Revenue Model</b></p><p>As mentioned previously, Sea operates three main business segments.</p><p><b>Digital Entertainment</b></p><p>Garena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.</p><p>Investors should take note of how revenue is recognized for this segment. According to Sea&#39;s 10-K:</p><blockquote>Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.</blockquote><p>Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.</p><blockquote>Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.</blockquote><p><b>E-commerce</b></p><p>Shopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.</p><p>Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.</p><p><b>Digital Financial Services</b></p><p>SeaMoney revenue consists of:</p><ul><li>Interest and fees from loans granted to commercial customers</li><li>Interest and fees from Sea&#39;s consumer credit business such as SPayLater</li><li>Commissions charged to merchants when a customer pays using SeaMoney&#39;s mobile wallet</li></ul><p><b>Income Statement</b></p><p>Let&#39;s analyze each of the business segments and then look at the entire Group as a whole.</p><p><b>Digital Entertainment</b></p><p>Garena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/998dfbcf3f3dba11b8f8722710c36ba4\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06de5e6066b66cd5596a445cd912c98\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3&#39;s QAUs of 729 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5bdd570a9eb859a9fef8569c9fad10a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3&#39;s 93 million.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/092c4a2f47b9336f2753b4548707b39f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea&#39;s two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28c9f35ee55afb5c7d170a80d26ebf2\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.</p><p><b>E-Commerce</b></p><p>Shopee GMV continues its upward march as e-commerce continues to gain traction in Shopee&#39;s existing and newer markets. However, we&#39;re also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f657f7cacc9e00bc57df0e913fdb9ae\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>GMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fbc7f044de03ec379f262a5bfcdf331\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27710dc2140a6d139900819f51bd688a\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The faster growth in Revenue was due to Shopee&#39;s increasing take rate, which displays Shopee&#39;s ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e4267bc5d33a2153e8624f73ed71540\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Despite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9d27cef61bc9a9058233f7eccc5eaa1\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>AEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c0d6aa930a81ea4fc153b7134dbf9d3\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>On the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before &#34;allocation of the headquarters’ common expenses&#34; was $(0.15), an improvement from last year&#39;s $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:</p><blockquote>We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.</blockquote><p><b>Digital Financial Services</b></p><p>SeaMoney&#39;s Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fa5ef6efa513d9040963fda42b4b9f2\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9397aec066366f40ec92c24187347a44\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcaf6046cf3c27e00b233a8428eb2d75\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Furthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.</p><p>As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney&#39;s AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51f0d5a1800fef748694417e8cb8fc9f\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>This is the segment that investors should pay special attention to, given that it has the potential to be Sea&#39;s second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney&#39;s long-term margin profile.</p><p><b>Group</b></p><p>With that said, let&#39;s take a look at how the business is doing as a whole.</p><p>FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38de60bd773f3ef7afc4b2e28aa1c08f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Here, we can see how Revenue is distributed across the different segments.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a86e59478db8a3a4fdc85897f24410e9\" tg-width=\"640\" tg-height=\"428\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>What&#39;s encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee&#39;s aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd978ba4047cc6e20ac6086ba8420a8f\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Operating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdbde2c2ae744f36f8168ed32f94d62\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Most of the Operating Expenses were used for Sales &amp; Marketing purposes. Unsurprisingly, Shopee had the highest S&amp;M burn rate. Discounts, cashback, celebrity promotions... they&#39;re everywhere.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5253f186120da17c4cd901e5c442bd1e\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>As a result, Operating Profit Margins is still negative, although it is trending in the right direction.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a27b7833551107397c44acefc5ad2475\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>AEBITDA, on the other hand, is plunging. This is due to Garena&#39;s falling Bookings and Shoppe&#39;s widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d89fb95f74e23e85f8932870c0190bee\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>The guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021&#39;s number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.</p><p>On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena&#39;s estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae5e9399a838e5f841dcccaffbe673d8\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Because Garena is such an important piece of Shopee&#39;s and SeaMoney&#39;s growth story, a deceleration in Garena&#39;s business had investors reacting so negatively to Sea&#39;s latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.</p><p><b>Balance Sheet</b></p><p>Sea&#39;s balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc30ee494abc2eda3b75434b96e4a66b\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited FY2021 Q4 Investor Presentation</span></p><p>Adjusting for Sea&#39;s debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d3d0030e6518cc4198245f624cc75e1\" tg-width=\"640\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>With net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won&#39;t be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.</p><p><b>Cash Flow Statement</b></p><p>Here is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0aba061277a1410bb9f3dc176ea0115\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p>Unlike other high-flying growth companies, Sea&#39;s Share-Based Compensation expenses are relatively low.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81fa229682c8880d6edd35535ef6a747\" tg-width=\"640\" tg-height=\"419\" referrerpolicy=\"no-referrer\"/><span>Source: Sea Limited Investor Relations and Author&#39;s Analysis</span></p><p><b>Competitive Moats</b></p><p>Based on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.</p><p><b>Brand</b></p><p>As discussed in previous sections, Garena&#39;s games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.</p><p><b>Network Effects</b></p><p>The sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world&#39;s population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.</p><p>With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c641ac08707cc868b9e6004e2deaf950\" tg-width=\"1200\" tg-height=\"600\" referrerpolicy=\"no-referrer\"/><span>Source: Shopee Brazil</span></p><p><b>Barriers To Entry</b></p><p>I believe each of Sea&#39;s core businesses is operating in a winner-takes-most environment with high barriers to entry.</p><p>The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena&#39;s Free Fire is certainly a blockbuster game and time in Free Fire&#39;s game means time away from other mobile games.</p><p>Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.</p><p>Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.</p><p><b>Valuation</b></p><p>Based on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2400cd917e5f6ce8c47ef74a8062093\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/><span>Source: Author&#39;s Analysis</span></p><p>On the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bed1fd805a89523bbb8fa982bee40079\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>In terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf589a808c84131e9c36aa7b65a5129\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\"/><span>Source: Koyfin</span></p><p>The valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.</p><p><b>Catalysts</b></p><ul><li><b>Successful International Expansion</b> — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee&#39;s growth could turn exponential.</li><li><b>The Metaverse</b> — Sea&#39;s withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.</li></ul><blockquote>We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.</blockquote><ul><li><b>Regional SuperApp</b> — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.</li><li><b>Continued Growth In SeaMoney</b> — SeaMoney is still in its early stages and continued adoption of Sea&#39;s digital financial services offerings will be a strong addition to Sea&#39;s bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.</li><li><b>Free Fire India Ban Lift</b>— Garena&#39;s weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea&#39;s cash burn problems may be eliminated.</li></ul><p><b>Risks</b></p><ul><li><b>The Pressure to Launch Blockbuster Games</b>— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.</li><li><b>Shopee India Ban</b> — With Free Fire banned in India, there&#39;s also the potential for Shoppe to be banned as well.</li><li><b>Failure to Gain Traction in International Markets</b>— Shopee pulled out of France in early March, an indication that Shoppe&#39;s business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.</li><li><b>Geopolitical Risks</b>— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.</li><li><b>Local Competition</b>— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.</li></ul><p>In addition, there&#39;s a certain level of pride for consumers to see their native-born companies succeed. I&#39;m Indonesian, and it makes me really happy to see GoTo grow and grow.</p><p>GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here&#39;s a glance of GoTo&#39;s stats for the 12-months ended 30 September 2021:</p><ul><li>Valuation: $26.2 billion to $28.8 billion</li><li>GMV: $28.8 billion</li><li>Revenue: $1 billion</li><li>Gross Orders: 2 billion</li><li>Annual Transacting Users: 55 million</li><li>Driver Partners: 2.5 million</li><li>Merchants: 14 million</li></ul><p>The point is that there are big-time local players operating in Sea&#39;s markets that investors should never ignore. Here&#39;s a little snippet from my previous Shopee article:</p><blockquote>But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.</blockquote><blockquote>Meanwhile, Sea Limited&#39;s stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo&#39;s integration, Shopee&#39;s vertically-integrated business model doesn&#39;t look like a strong competitive advantage anymore.</blockquote><p><b>Conclusion</b></p><p>Each of Sea&#39;s core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.</p><p>That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company&#39;s unsustainable cash burn rate, which will likely lead to further capital raises in the near future.</p><p>Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.</p><p>Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don&#39;t hesitate to share your thoughts as well.</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>Sea Limited: The Three-Headed Monster</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: The Three-Headed Monster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4496480-sea-limited-the-three-headed-monster","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220777059","content_text":"SummaryGarena, Sea’s only profitable segment, serves as a lifeline for its other two segments, but Bookings are expected to fall sharply in FY2022.In addition, Shopee's losses are widening. However, the e-commerce segment is expected to be self-funded by 2025. This is achievable as take rates are trending in the right direction.SeaMoney is also gaining traction at an unprecedented pace, a monster lurking in the shadows. Investors should pay attention as this segment could serve as Sea's second cash cow.With a net cash position of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion.Despite unprofitability risks, Sea has a strong brand, network effects, and barriers to entry moats. The stock is trading at the lowest multiple ever - it is worth a nibble at these prices.undefined undefined/iStock via Getty ImagesI've been following Sea Limited ADR (NYSE:SE) for quite some time now and the stock got me interested again given the recent 75% selloff. Today, I'm doing a deep dive on the three-headed monster (and each of its heads) to see if the company is a good investment opportunity at these levels. Let's get started!Investment ThesisSea is at the forefront of the internet revolution in developing regions. This had many investors buying into the growth story of the company, sending shares soaring high into the sun for the better part of 2020 and 2021. However, the stock has cratered back to sea amid concerns about the company's slowing growth, especially for its only cash cow, Garena. To make matters worse, Shopee's losses are also getting worse.The Group's cash burn rate is still high, estimated to be $(3.6) billion in FY2022. With a net cash position of $5.9 billion, future capital raises are very likely.On the bright side, Sea still has a long growth runway ahead, solidified by its leadership positions in Southeast Asia and Latin America. SeaMoney, although still unprofitable, could also emerge as Sea's second cash cow.Despite unprofitability and competitive risks, Sea has strong competitive moats and it is trading at the cheapest valuation multiples since its IPO.The three-headed monster is a Buy at these levels.Value PropositionFounded in Singapore in 2009, Sea has grown to become the leading consumer internet company in the world, with a substantial presence in the Southeast Asian region.Mission: To better the lives of consumers and small businesses with technology.Sea is a holding company for three core businesses: Garena, Shopee, and SeaMoney. Sea's main value proposition is providing a vertically-integrated experience through its different core businesses.GarenaIts digital entertainment division, Garena, was Sea's first business venture. In fact, Sea was originally named Garena Interactive Holding Limited before changing its name to Sea Limited in 2017.Garena is one of the largest online games developers and publishers, releasing some of the most successful mobile and PC games over the last decade. For example, Garena's Free Fire, its self-developed mobile battle royale game, topped the global download charts for the last three years. According to data.ai, Free Fire also ranked second globally by average monthly active users on Google Play in 2021. In Southeast Asia and Latin America, Free Fire was the highest-grossing mobile game for ten consecutive quarters, and in the US for four consecutive quarters. Based on Sensor Tower's findings, Free Fire still holds the most downloads globally as of January 2022.Source: SensorTowerGarena also exclusively licenses and publishes games from global partners and third-party developers. Some of these partners include Tencent (OTCPK:TCEHY), Activision (ATVI), and Arumgames. Games like Speed Drifters, Arena of Valor, and Fantasy Town fall into this category as they are co-developed with partners or licensed from partners.In addition, Garena organizes some of the largest e-sports events from local tournaments to professional competitions at a global level. Moreover, Garena offers other entertainment content such as live-streaming, user chat, and online forums.ShopeePerhaps the most exciting business segment is Sea's mobile-centric e-commerce platform, Shopee. Launched in 2015, Shopee is now one of the fastest-growing e-commerce marketplaces with a strong presence in Southeast Asia, as well as growing recognition in Latin America and some European countries.Source: ShopeeThrough the Shopee platform, buyers can purchase items from sellers which are primarily small and medium businesses (or mom-and-pop stores). At the same time, larger, more established retailers like Xiaomi (OTCPK:XIACF), Microsoft (MSFT), or Samsung (OTC:SSNLF) can leverage Shopee's two premium shopping platforms, Shopee Mall and Shopee Premium.Along with Shopee's e-commerce marketplace, Shopee also offers adjacent products and services for both buyers and sellers:Service by Shopee - Value-added services for sellers such as integrated payment, logistics, fulfillment, seller support, inventory management, and online store operations.BuyerProtection - Consumer protection policies and procedures including seller verification, product listing screening, and dispute resolution. In addition, Shopee Guarantee reduces settlement risks by holding customers' funds in a separate account until delivery is complete, where funds will be released to buyers.Integrated Logistics Services- Shopee partners with various local and regional third-party logistics service providers to provide a seamless last-mile delivery experience for both buyers and sellers. Shopee also has its own delivery service called Shopee Xpress.Social Features - Shopee also offers other social and gamification features, including Shopee Coins (virtual currency), Shopee Live (livestream), Shopee Games (in-app games), and Shopee Feed (similar to Instagram).On-demand Services- Shopee also recently launched on-demand services such as ShopeeFood, instant delivery, and groceries, competing directly with Grab (GRAB), Gojek, and Uber (UBER).Shopee's scale is unmatched and it is still growing at an unprecedented pace. According to data.ai, Shopee in Southeast Asia and Taiwan ranked first in average monthly active users and total time spent in the app in 2021. Shopee Indonesia, arguably Shopee's most important market, ranked first in the Shopping category. Shopee Brazil, which launched in October 2019, was also ranked first in the Shopping category. And globally, Shopee ranked first in the Shopping category, and is the #13 most downloaded app regardless of category, logging in 200+ million downloads in 2021.Source: SensorTowerSeaMoneySeaMoney was launched in 2014 and is now one of the leading digital financial services providers in Sea's operating countries. SeaMoney offers mobile wallet services, payment processing, credit, and other digital financial services. These services are offered under SeaMoney's various brands including AirPay, ShopeePay, SPayLater, and other local brands depending on the country. SeaMoney was initially launched in Vietnam and Thailand but has since expanded to other regions.Through SeaMoney's mobile wallet offerings, consumers and merchants have added flexibility in terms of payment options, whether through online or offline means. The launch of SPayLater, which is basically a \"buy now pay later\" payment option, enables consumers to purchase items without accessing credit. For those who are interested, I've written a deep dive on Affirm (AFRM) where I discuss the main value propositions that BNPL provides.SeaMoney has obtained bank licenses and government approvals to provide financial services in various countries. For example, Sea acquired Bank Kesejahteraan Ekonomi in Indonesia back in early 2021 as a push towards offering a digital banking solution. The company is now rebranded to SeaBank, which currently offers a high-yield savings account and virtual account.Source: SeaBank WebsiteSeaMoney's main value proposition lies in offering a mobile wallet and payment solutions that are integrated with Sea's other businesses, namely Garena and Shopee, enabling consumers and merchants to transact seamlessly in one vertically-integrated platform.Market OpportunitySea's market opportunity is predicated around the industry outlook of each of its business segments: mobile gaming, e-commerce, and fintech. Let's take a look at each industry that Sea operates in.First, we have the mobile gaming industry. According to data.ai, Mobile Game Consumer Spend grew from $74 billion in 2018 to $116 billion in 2021, while Mobile Game Downloads grew from 63 billion in 2018 to 83 billion in 2021. Among the Top Genres by Downloads were Hypercasual games such as Hair Challenge and Water Sort Puzzle. However, the Top Genres by Consumer Spend belong to the Strategy, RPG, and Shooting categories where Garena specializes in. For example, Free Fire was the top Shooting game by revenue in Thailand, Brazil, Mexico, and the US, in 2021. Globally, however, it is still behind PUBG Mobile, which generates the bulk of its revenue from China.Source: SensorTowerAccording to Adjust, the mobile gaming industry is expected to reach $272 billion by 2030, which is about 1.5x of 2021's total figure. Given Garena's successes in monetizing its games, Garena should continue to enjoy gaming tailwinds in the foreseeable future, provided that its games remain in trend. This is also supported by Unity's findings that the APAC region is the fastest-growing regional market, a market that Garena dominates in.Moving on to e-commerce, we all know that e-commerce is growing rapidly and that its market share as a whole will continue to trend up from here. This is especially true for the Southeast Asian region where internet and smartphone adoption continues to increase by the day. Based on the e-Conomy SEA report, Southeast Asia now has 440 million internet users, up from 360 million in 2019. Its total population is about 589 million.Internet Gross Merchandise Value, or GMV, for the region was $170 billion in 2021 and is expected to reach $360 billion by 2025 with e-commerce leading the charge. The shift to e-commerce is not only happening on the consumer side but also on the merchant side. Digital marketing tools, analytical tools, and digital payment solutions have accelerated business for merchants. Shopee's vertically-integrated platform also makes it easy for merchants in these developing countries to set up shop, distribute goods, and accept payments in a single platform.Source: e-Conomy SEA 2021Furthermore, Sea has recently expanded its e-commerce operations to other regions such as Latin America and Europe, which further expands its market opportunity.Lastly, we have the fintech industry pertaining to SeaMoney. In my PayPal (PYPL) deep dive, I discussed the growth of mobile wallets as a payment method in both online and offline transactions. The shift to a cashless and cardless society is inevitable and that is also true for Sea's markets.Source: Ark Invest Big Ideas 2022As you can see below, mobile wallets continue to gain traction in Southeast Asia. In addition, 92% of digital merchants intend to maintain usage or increase usage of digital payments in the next 1 to 2 years. ShopeePay and SeaMoney's other brands will benefit from this trend. Also of important note, SeaMoney's expansion to buy now pay later with SPayLater will be a key GMV and revenue driver for the segment. These are the reasons why some investors are so bullish on SeaMoney and why SeaMoney is a monster lurking in the shadows.Source: e-Conomy SEA 2021As you can see, Sea is at the forefront of three megatrends which should propel the business forward from here. Also, combining the different verticals in the same platform would present a significant synergistic opportunity as Sea establishes itself as a SuperApp in the making.Revenue ModelAs mentioned previously, Sea operates three main business segments.Digital EntertainmentGarena operates a freemium model whereby users can download and play games for free. The company generates revenue by selling in-game virtual items such as clothing, weaponry, or equipment.Investors should take note of how revenue is recognized for this segment. According to Sea's 10-K:Proceeds from these sales are initially recognized as “Advances from customers” and subsequently reclassified to “Deferred revenue” when the users make in-game purchases of the virtual currencies or virtual items within the games operated by the Company and the in-game purchases are no longer refundable.Garena also licenses games from other game developers. Revenue is generated based on revenue-sharing/royalty agreements with these developers. Revenue is recognized over the performance obligation period.Such delivery obligation period is determined in accordance with the estimated average lifespan of the virtual goods sold or estimated average lifespan of the paying users of the said games or similar games.E-commerceShopee generates revenue through a marketplace model. Sellers on the platform pay Shopee based on paid advertisement services, transaction-based fees, logistics services, and other value-added services.Shopee also generates revenue from goods sold directly by Shopee, which the company purchases in bulk from manufacturers or third-party suppliers.Digital Financial ServicesSeaMoney revenue consists of:Interest and fees from loans granted to commercial customersInterest and fees from Sea's consumer credit business such as SPayLaterCommissions charged to merchants when a customer pays using SeaMoney's mobile walletIncome StatementLet's analyze each of the business segments and then look at the entire Group as a whole.Digital EntertainmentGarena Revenue saw a 104% increase YoY in Q4. For the full year, Garena Revenue was up 114% YoY.Source: Sea Limited Investor Relations and Author's AnalysisThe rapid increase in Revenue was primarily due to recognition of accumulated deferred revenue from previous quarters. Bookings—which is essentially GAAP Revenue plus the change in digital entertainment deferred revenue —actually dropped for the first time QoQ and it is now lower than Revenue. This means that gamers are spending less on in-virtual items which will lead to lower Revenue recognized in subsequent quarters. As you can see, Bookings is in a massive deceleration.Source: Sea Limited Investor Relations and Author's AnalysisThe drop in Bookings was due to fewer gamers in the platform as the economy reopens and people spend more time outdoors, at school, or in the office. Quarterly Active Users, or QAUs, grew only 7% in Q4 to 652 million, compared to Q3's QAUs of 729 million.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Quarterly Paying Users, or QPUs, decelerated as well, which led to lower Bookings. Q4 QPUs was 77 million compared to Q3's 93 million.Source: Sea Limited Investor Relations and Author's AnalysisThe markets reacted negatively to this slowdown in Garena growth as the gaming business acts as the lifeline for Sea's two other segments. As you can see, Garena is a high-margin business, producing Adjusted EBITDA of $2.7 billion in FY2021. Operating Margin is very high at 61% in Q4. AEBITDA margin, on the other hand, is trending downwards as QoQ adds in Bookings wither.Source: Sea Limited Investor Relations and Author's AnalysisAs such, the slowdown in growth for Garena is scaring investors away as it may not provide sufficient cash flow to fund the continued growth of Shopee and SeaMoney.E-CommerceShopee GMV continues its upward march as e-commerce continues to gain traction in Shopee's existing and newer markets. However, we're also seeing a deceleration in growth due to tough YoY comps. GMV in FY2021 was $62.5 billion, an increase of 77%.Source: Sea Limited Investor Relations and Author's AnalysisGMV growth was also due to an increase in Orders in the Shopee platform, which totaled 6.1 billion in FY2021, an increase of 117%. Average Order Value, or AOV, however, is trending downwards. This may be perceived negatively as processing more lower-AOV orders meant higher logistical expenses and thus lower margins per order.Source: Sea Limited Investor Relations and Author's AnalysisThe increase in GMV translated to higher Shopee Revenue, which grew faster than GMV. Shopee Revenue grew 136% to $5.1 billion in FY2021, as compared to GMV growth of 77%.Source: Sea Limited Investor Relations and Author's AnalysisThe faster growth in Revenue was due to Shopee's increasing take rate, which displays Shopee's ability to monetize its marketplace platform. This is one of the only few positive developments coming out of the most recent earnings update.Source: Sea Limited Investor Relations and Author's AnalysisDespite the improving Revenue and take rate, Shopee is still suffering huge losses and it is mounting with each subsequent quarter, primarily due to the company expanding into new markets. FY2021 Shopee AEBITDA was $(2.6) billion at a -50% margin. Recall that Garena AEBITDA was $2.7 billion.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA per Order has been improving, although it flat-lined in the last few quarters. Again, this is due to the company aggressively expanding into new markets. For example, in Q4, Shopee Brazil recorded 140+ million gross orders with a $70+ million Revenue, up 400% and 326%, respectively. However, AEBITDA per Order in Brazil is still negative at $(2) per Order, despite being a 40% improvement from last year. As such, it is still a far cry from the overall AEBITDA per Order of $(0.45).Source: Sea Limited Investor Relations and Author's AnalysisOn the bright side, in Southeast Asia and Taiwan, Q4 AEBITDA per Order before \"allocation of the headquarters’ common expenses\" was $(0.15), an improvement from last year's $(0.21). This shows that there is certainly hope for Shopee to be AEBITDA positive soon, which management has pointed out during the Q4 earnings call:We currently expect Shopee to achieve positive adjusted EBITDA before HQ cost allocation in Southeast Asia and Taiwan by this year. We also expect SeaMoney to achieve positive cash flow by next year. As a result, we currently expect that by 2025 cash generated by Shopee and SeaMoney proactively will enable these two businesses to substantially self-fund their own long-term growth.Digital Financial ServicesSeaMoney's Mobile Wallet Total Payment Volume grew 120% YoY to $17.2 billion in FY2021 due to the increasing adoption of mobile wallets in the region.Source: Sea Limited Investor Relations and Author's AnalysisThe growth in TPV was largely driven by the growth in QAUs. As shown below, the total ending QAUs in Q4 grew 90% YoY to 45.8 million users.Source: Sea Limited Investor Relations and Author's AnalysisThe real exciting part is that Revenue grew much faster than TPV and QAUs. SeaMoney Revenue is growing at a blistering pace, locking in high triple-digit growth rates over the last few years. FY2021 SeaMoney Revenue was $470 million, which is an increase of 673% from the previous year. This is due to take rates increasing from less than 1% in FY2020 to almost 4% by the end of the latest quarter.Source: Sea Limited Investor Relations and Author's AnalysisFurthermore, in Indonesia, over 20% of the QAUs have used more than one SeaMoney product or service, which includes credit services, digital banking, and insurance. As SeaMoney introduces more offerings, revenue should accelerate meaningfully as average revenue per user increases when people use additional products.As SeaMoney continues to gain scale, the segment will enjoy better unit economics. As shown below, while SeaMoney's AEBITDA is still in deeply negative territories, AEBITDA Margins has continued to trend towards profitability. Management also expects SeaMoney to be cash flow positive by next year.Source: Sea Limited Investor Relations and Author's AnalysisThis is the segment that investors should pay special attention to, given that it has the potential to be Sea's second cash cow. For example, PayPal has Operating Margins of 20%+, which could be SeaMoney's long-term margin profile.GroupWith that said, let's take a look at how the business is doing as a whole.FY2021 Revenue was $10.0 billion, an increase of 128% YoY. Due to the law of large numbers and tough YoY comps, Revenue growth should decelerate from here.Source: Sea Limited Investor Relations and Author's AnalysisHere, we can see how Revenue is distributed across the different segments.Source: Sea Limited Investor Relations and Author's AnalysisWhat's encouraging is that Gross Profit Margins continue to trend upwards as the company gains economies of scale, even accounting for Shopee's aggressive expansion into new markets. FY2021 Gross Profit was $3.9 billion, up 189% YoY.Source: Sea Limited Investor Relations and Author's AnalysisOperating Expenses, however, remain elevated as management forgoes short-term profitability for long-term market dominance. FY2021 Total Operating Expenses were $5.5 billion. Below shows the different components of Operating Expenses as a percentage of Revenue.Source: Sea Limited Investor Relations and Author's AnalysisMost of the Operating Expenses were used for Sales & Marketing purposes. Unsurprisingly, Shopee had the highest S&M burn rate. Discounts, cashback, celebrity promotions... they're everywhere.Source: Sea Limited Investor Relations and Author's AnalysisAs a result, Operating Profit Margins is still negative, although it is trending in the right direction.Source: Sea Limited Investor Relations and Author's AnalysisAEBITDA, on the other hand, is plunging. This is due to Garena's falling Bookings and Shoppe's widening losses. AEBITDA for FY2021 was $(594) million, compared to FY2020 positive AEBITDA of $107 million. This is probably the most concerning figure for investors as such a high cash burn rate is unsustainable, which may also lead to additional capital raises that are dilutive to shareholders.Source: Sea Limited Investor Relations and Author's AnalysisThe guidance did not help either. Garena Bookings is expected to fall to just $3 billion, which is $1.3 billion lower than FY2021's number. Management blamed the reopening of the economy as well as the ban of Free Fire in India for the expected drop in Bookings. Assuming a modest 50% AEBITDA margin, Garena would bring in just $1.5 billion of AEBITDA for Sea in FY2022.On the other side, the other two segments are expected to continue with their immense pace of growth — Shopee and SeaMoney are expected to grow by 76% and 155%, respectively. If we assume a (50)% AEBITDA margin for both segments, Shopee and SeaMoney is expected to burn a total of about $(5.1) billion of AEBITDA. Adding Garena's estimated AEBITDA of $1.5 billion, Sea, as a Group, is expected to burn $(3.6) billion in FY2021.Source: Sea Limited FY2021 Q4 Investor PresentationBecause Garena is such an important piece of Shopee's and SeaMoney's growth story, a deceleration in Garena's business had investors reacting so negatively to Sea's latest earnings release, as now, the gaming business is incapable of covering the massive losses incurred by the other two business segments.Balance SheetSea's balance sheet position as of year-end FY2021 is at about $10.2 billion of Cash and Short Term Investments. While this may show that Sea has a substantial cushion against its short-term cash burn rate, its net cash position paints a different picture.Source: Sea Limited FY2021 Q4 Investor PresentationAdjusting for Sea's debt, Sea ended the year with a net cash position of around $5.9 billion. A substantial amount of its total debt comes from its recent issuance of 0.25% Convertible Senior Notes due 2026. The notes were issued when the stock was trading at $318 per share back in September and the initial conversion price is set at $477 per share. So, yes... conversion in the next 2 to 3 years is very unlikely.Source: Sea Limited Investor Relations and Author's AnalysisWith net cash of $5.9 billion and $(3.6) billion of estimated AEBITDA in FY2022, it won't be long before Sea requires another cash infusion. Therefore, if the high cash burn rate persists for the next 2 to 3 years, investors face a major risk of increasing financial leverage and/or dilution in the form of equity raises.Cash Flow StatementHere is what cash flow looks like over the last few quarters. Notice how Operating Cash Flow turned negative in the last quarter. Most of the cash also comes from Financing activities.Source: Sea Limited Investor Relations and Author's AnalysisUnlike other high-flying growth companies, Sea's Share-Based Compensation expenses are relatively low.Source: Sea Limited Investor Relations and Author's AnalysisCompetitive MoatsBased on my research and analysis, I identified three key competitive moats for Sea: brand, network effects, and barriers to entry. I used to think that Sea has cost advantages but as Garena becomes a smaller part of the overall business, and as losses continue to worsen, I have reason to believe that Sea no longer holds that moat.BrandAs discussed in previous sections, Garena's games, particularly Free Fire, have consistently ranked as the most downloaded mobile game in the world. Additionally, the Shopee app has gained cross-border stardom and is now regarded as the most downloaded or fastest-trending shopping App in the countries it operates in. Lastly, SeaMoney is also gaining traction with banking licenses granted in various countries that should increase brand value and trust.Network EffectsThe sheer amount of app downloads leads to powerful network effects. Garena has 652 million QAUs, which is about 8% of the world's population. Shopee recorded 200+ million app downloads in FY2021 alone. SeaMoney QAUs topped 45.8 million in Q4 and it is still in the early stages of adoption.With all these users in the Sea platform, cross-selling new products or services should be easier as Sea continues to scale. One such example is Shopee Brazil and Free Fire where each platform is encouraging consumers to use the other. As Sea continues to innovate and offer better experiences for its customers, the ecosystem gets bigger and tighter, leading to powerful network effects.Source: Shopee BrazilBarriers To EntryI believe each of Sea's core businesses is operating in a winner-takes-most environment with high barriers to entry.The mobile gaming environment requires the most talented developers to launch blockbuster games. Garena's Free Fire is certainly a blockbuster game and time in Free Fire's game means time away from other mobile games.Just like how Amazon (AMZN) dominates in the US, the e-commerce landscape in Southeast Asia and Latin America is dominated by a few players, such as Shopee, Tokopedia, and MercadoLibre (MELI). The scale and unit economics that these players have achieved makes it unsustainable for new entrants to compete with them.Banking and fintech is also a highly-regulated environment. Furthermore, consumers prefer to have just one mobile wallet, such as ShopeePay, as opposed to owning several different fintech applications.ValuationBased on my sum-of-the-parts and comparable company valuation analysis, Sea looks to be slightly undervalued with 19% upside potential. Of course, comparables are not perfect but based on this, we can gauge where Sea stands among peers.Source: Author's AnalysisOn the flip side, Sea looks extremely cheap on a historical basis. In terms of EV/Sales, Sea is trading at the lowest valuation since its IPO, trading at just 4.2x forward sales.Source: KoyfinIn terms of EV/Gross Profit, Sea is trading even cheaper than its March 2020 lows.Source: KoyfinThe valuation compression is warranted given that the company flew too close to the sun and now it is cratering back to the sea — not just for Sea, but almost all growth stocks took a beating. Growth is also slowing down and the macroeconomic environment looks gloomier than ever. However, this is not the end of the world; I think the markets are overreacting. Diversion from the mean goes both ways — perhaps, current prices present a good margin of safety for long-term investors.CatalystsSuccessful International Expansion — Shopee has been successful in replicating its playbook from Southeast Asia to Brazil. Recently, Shopee launched operations in India, Mexico, Chile, Colombia, Argentina, Poland, and Spain. If Shopee can take substantial market share in these new regions, Shopee's growth could turn exponential.The Metaverse — Sea's withering gaming division needs to be revitalized. New games and features could definitely provide the boost that it needs. For example, the metaverse is an exciting opportunity and Garena could introduce this concept to its 600+ million QAUs. Sea AI Lab (SAIL) and Sea Capital are two ventures that could accelerate the company into emerging industries, including the metaverse.We will continue to encourage user-generated content by enhancing greater features and accessibility. We believe that a strong user reception to Craftland is a positive indicator of the initial success to encourage user participation in content creation and to build Free Fire into an increasingly open platform and is well aligned with major emerging industry trends such as metaverse.Regional SuperApp — Although this concept has yet to be discussed by management, launching a regional SuperApp could enhance user engagement to new levels. For example, imagine Shopee users being able to play games, shop, order food delivery, pay for services, transfer money, invest, all under one app. Imagine users being able to convert their deposited funds in ShopeePay, into ShopeeCoins, and use it to perform cross-border transactions.Continued Growth In SeaMoney — SeaMoney is still in its early stages and continued adoption of Sea's digital financial services offerings will be a strong addition to Sea's bull thesis. SPayLater has real potential to disrupt the consumer credit industry. SeaBank and ShopeePay have the opportunity to capture digital wallet, digital banking, and cashless society trends.Free Fire India Ban Lift— Garena's weak guidance factored in the headwinds coming from the ban in India. If the ban is lifted, the stock may react positively as much of Sea's cash burn problems may be eliminated.RisksThe Pressure to Launch Blockbuster Games— There will come a time when Free Fire will be dethroned as the most-played and most-downloaded game. That is just how the gaming business works. This puts a substantial risk on the cash flow generation potential of Garena. Launching blockbuster games is never easy and it requires many trials and errors along the way. For me, I would like to see Garena shift to a gaming franchise model where the company launches an updated version of an existing game every year or two, which presents a more stable and recurring revenue stream for the company. An example would be FIFA or Call of Duty.Shopee India Ban — With Free Fire banned in India, there's also the potential for Shoppe to be banned as well.Failure to Gain Traction in International Markets— Shopee pulled out of France in early March, an indication that Shoppe's business model is not replicable in other countries, especially in more developed regions. Shopee Poland and Spain may be next on the exit list as they hold a close resemblance to France.Geopolitical Risks— Tencent, a Chinese company, has an 18.7% equity stake in Sea. Sanctions, bans, and other restrictions on Chinese companies, given the current geopolitical environment, could spell trouble for Sea. Tencent may have to cut exposure on Sea or even dissolve its developing-publishing partnership with Garena.Local Competition— Local champions operating in their respective markets cannot be ignored. These include GoTo in Indonesia, MercadoLibre in Latin America, and Flipkart in India.In addition, there's a certain level of pride for consumers to see their native-born companies succeed. I'm Indonesian, and it makes me really happy to see GoTo grow and grow.GoTo, the holding company of both Indonesian tech darlings Gojek and Tokopedia, recently announced its plan to IPO in the Indonesia Stock Exchange. Here's a glance of GoTo's stats for the 12-months ended 30 September 2021:Valuation: $26.2 billion to $28.8 billionGMV: $28.8 billionRevenue: $1 billionGross Orders: 2 billionAnnual Transacting Users: 55 millionDriver Partners: 2.5 millionMerchants: 14 millionThe point is that there are big-time local players operating in Sea's markets that investors should never ignore. Here's a little snippet from my previous Shopee article:But with the GoTo merger, Indonesia could potentially extinguish the orange flame that charred its forest for many years. Now, GoTo could finally reclaim a good chunk of its territory that was lost to waves of competition, especially from Shopee. GoTo could finally gain more ground as the roots grew even stronger with the merger, fertilized with the synergies of value propositions, logistics, payments, and banking solutions.Meanwhile, Sea Limited's stock continues to soar, ignoring the titan of an elephant in the room. And because of GoTo's integration, Shopee's vertically-integrated business model doesn't look like a strong competitive advantage anymore.ConclusionEach of Sea's core businesses is in hypergrowth mode, propelled by megatrends in the mobile gaming, e-commerce, and fintech industry. Management understands these opportunities and therefore, is sacrificing short-term profitability for long-term market dominance. Despite being a larger business, Sea still has a massive growth runway ahead.That is not to say that unprofitability and competition risks can and should be ignored. The biggest concern for investors is the company's unsustainable cash burn rate, which will likely lead to further capital raises in the near future.Nonetheless, the long-term growth thesis for the three-headed monster remains intact. Strong brand, network effects, and barriers to entry moats should support the business going forward. In addition, shares of Sea are trading at the lowest valuation multiples ever, which presents a good margin of safety for an entry at these prices.Thank you for reading my Sea Limited deep dive. If you enjoyed the article, please let me know in the comment section down below. If you have any suggestions or feedback, don't hesitate to share your thoughts as well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005162309,"gmtCreate":1642208734019,"gmtModify":1676533692445,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"pls like&nbsp;","listText":"pls like&nbsp;","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005162309","repostId":"2203201745","repostType":4,"repost":{"id":"2203201745","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":1642201908,"share":"https://ttm.financial/m/news/2203201745?lang=&edition=fundamental","pubTime":"2022-01-15 07:11","market":"us","language":"en","title":"US STOCKS-Dow Closes Lower after Disappointing Bank Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2203201745","media":"Reuters","summary":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasda","content":"<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</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-Dow Closes Lower after Disappointing Bank Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Dow Closes Lower after Disappointing Bank Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-15 07:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.</p><p>The Nasdaq and the S&amp;P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionary</p><p>also put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.</p><p>JPMorgan Chase &amp; Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.</p><p>Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.</p><p>$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Inc</p><p>fell after missing quarterly revenue expectations.</p><p>The earnings kick-off had investors taking profits in the S&amp;P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&amp;P recently as investors bet that the Federal Reserve&#39;s expected interest rate hikes will boost bank profits.</p><p>&#34;The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,&#34; said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year &#34;positioning was very crowded on the long side&#34; going into the earnings season.</p><p>For consumer stock weakness, James pointed to &#34;clearly disappointing&#34; retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.</p><p>Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.</p><p>Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.</p><p>&#34;The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,&#34; Buchanan said.</p><p>According to preliminary data, the S&amp;P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.</p><p>Analysts see S&amp;P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.</p><p>One bright spot in the bank sector on Friday however was Wells Fargo &amp; Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.</p><p>Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau&#39;s government capped the number of new casino operators allowed to operate to six for a period of 10 years.</p><p>U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","BK4566":"资本集团","BK4550":"红杉资本持仓",".SPX":"S&P 500 Index","BK4166":"消费信贷","BK4083":"家庭装潢零售","SPY":"标普500ETF",".DJI":"道琼斯","HD":"家得宝","AXP":"美国运通","BK4567":"ESG概念","BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓","GS":"高盛","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203201745","content_text":"The Dow closed lower with a big drag from financial stocks as investors were disappointed by fourth quarter results from big U.S. banks, which cast a shadow over the earnings season kick-off.The Nasdaq and the S&P regained lost ground in afternoon trading to close higher. Meanwhile the consumer discretionaryalso put pressure on major indexes after morning data showed a December decline in retail sales and a souring of consumer sentiment.JPMorgan Chase & Co tumbled after reporting weaker performance at its trading arm. The bellwether lender also warned that soaring inflation, the looming threat of Omicron and trading revenues would challenge industry growth in coming months.Along with JPMorgan, big decliners putting pressure on the Dow included Goldman Sachs, American Express and Home Depot.$Citigroup Inc(C-N)$ shares fell after it reported a 26% drop in fourth-quarter profit, while asset manager BlackRock Incfell after missing quarterly revenue expectations.The earnings kick-off had investors taking profits in the S&P 500 bank subsector after it had hit an intraday high in the previous session. Financial stocks had been outperforming the S&P recently as investors bet that the Federal Reserve's expected interest rate hikes will boost bank profits.\"The bar was very high going into (JPMorgan) results. On the surface it was good but, under the hood, not so much,\" said Michael James, managing director of equity trading at Wedbush Securities in Los Angeles. In the interest rate hiking cycle expected this year \"positioning was very crowded on the long side\" going into the earnings season.For consumer stock weakness, James pointed to \"clearly disappointing\" retail sales, which dropped 1.9% last month due to shortages of goods and an explosion of COVID-19 infections.Separate data showed soaring inflation hit U.S. consumer sentiment in January, pushing it to its second lowest level in a decade.Retail sales and bank loan growth raised doubts about the economic outlook for the current quarter and 2022 for Keith Buchanan, portfolio manager at Globalt in Atlanta.\"The question is, does the economy have enough strength to get through the risk Omicron brings as fiscal and monetary stimulus is rolling off,\" Buchanan said.According to preliminary data, the S&P 500 gained 2.89 points, or 0.06%, to end at 4,661.92 points, while the Nasdaq Composite gained 81.98 points, or 0.55%, to 14,889.73. The Dow Jones Industrial Average fell 208.43 points, or 0.58%, to 35,905.19.Analysts see S&P 500 companies earnings rising 23.1% in the fourth quarter, according to IBES data from Refinitiv.One bright spot in the bank sector on Friday however was Wells Fargo & Co, which gained ground after posting a bigger-than-expected rise in fourth-quarter profit.Casino operators Las Vegas Sands, Melco Resorts and Wynn Resorts rallied after Macau's government capped the number of new casino operators allowed to operate to six for a period of 10 years.U.S. stock markets will remain shut on Monday for the public holiday in honor of Martin Luther King.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002919278,"gmtCreate":1641883282717,"gmtModify":1676533658768,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002919278","repostId":"2202277188","repostType":4,"repost":{"id":"2202277188","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":1641855743,"share":"https://ttm.financial/m/news/2202277188?lang=&edition=fundamental","pubTime":"2022-01-11 07:02","market":"us","language":"en","title":"US STOCKS-Nasdaq Ekes Out Gain in Late Session Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2202277188","media":"Reuters","summary":"Wall Street's three major indexes staged a late-session comeback on Monday as the Nasdaq managed to ","content":"<html><head></head><body><p>Wall Street&#39;s three major indexes staged a late-session comeback on Monday as the Nasdaq managed to eke out a tiny gain and investors swooped in to hunt for bargains, while the S&amp;P 500 and the Dow Jones Industrial Average finished well above their session lows.</p><p>After falling almost 3% earlier in the day and as much as 10.37% below its intraday record level reached on Nov. 22, the technology-heavy Nasdaq pointed sharply higher to regain all its losses for the day in afternoon trading.</p><p>While investors spent the morning fretting about rising bond yields and what this week&#39;s inflation data might mean for U.S. Federal Reserve monetary policy tightening, others took advantage of earlier nerves to buy the dip.</p><p>&#34;We&#39;ve gotten to the point where you wonder if the roller coaster has peaked and is heading straight down. But fundamentally there&#39;s a lot of buyers in this market buying on the dip,&#34; said Rick Meckler, a partner of Cherry Lane Investments, a family investment office in New Vernon, New Jersey who attributed much of the afternoon strength to retail investors buying favorite stocks such as Tesla   .</p><p>Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago also attributed the late session comeback to dip-buyers looking at U.S. Treasury yields fall from their peaks of the day.</p><p>&#34;Some of the tech names are off 5 to 10 percent or more, and people are looking at that and going that looks pretty good - time to snap them up,&#34; said Nolte.</p><p>&#34;The other thing though to keep an eye on is what happens to interest rates because that has really been what&#39;s been dragging technology. We saw little bit of a reversal late in the day in (Treasury yields). They came down just a touch and that was a little bit of a green light for tech investors,&#34; he said.</p><p>The Dow Jones Industrial Average    fell 162.79 points, or 0.45%, to 36,068.87, the S&amp;P 500    lost 6.74 points, or 0.14%, to 4,670.29 and the Nasdaq Composite    added 6.93 points, or 0.05%, to 14,942.83.</p><p>After starting the day among the biggest laggards, the S&amp;P technology index managed to eke out a tiny gain of 0.1%, behind the healthcare sector which closed up 1% and ahead of communications services which, rising 0.02%, was the session&#39;s only other gainer among the 11 major industry sectors.</p><p>The biggest decliners on the day were industrials which closed down 1.2% and materials which dropped 0.99%.</p><p>Traders have ramped up their rate hike expectations since the Fed&#39;s minutes from the December meeting appeared to signal an earlier-than-expected rate rise.</p><p>Goldman Sachs said it expects the Fed to raise rates four times in 2022, compared to its previous forecast of three.</p><p>Earlier the benchmark 10-year Treasury yield rose to its highest level in nearly two years on Monday.</p><p>After falling as much as 4.6% earlier in the session, Nasdaq heavyweight Tesla made a dramatic turnaround to close up 3%.</p><p>Meckler said retail investors appeared to flood back into the stock which had suffered after Chief Executive Elon Musk tweeted on Friday that the electric carmaker will raise the U.S. price of its advanced driver assistant software.</p><p>Nike shares closed down 4.2% after HSBC downgraded the stock to &#34;hold.&#34;</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.04-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 69 new highs and 609 new lows.</p><p>On U.S. exchanges 12.15 billion shares changed hands compared with the 10.55 billion average for the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Nasdaq Ekes Out Gain in Late Session Comeback</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\">\nUS STOCKS-Nasdaq Ekes Out Gain in Late Session Comeback\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\">2022-01-11 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street&#39;s three major indexes staged a late-session comeback on Monday as the Nasdaq managed to eke out a tiny gain and investors swooped in to hunt for bargains, while the S&amp;P 500 and the Dow Jones Industrial Average finished well above their session lows.</p><p>After falling almost 3% earlier in the day and as much as 10.37% below its intraday record level reached on Nov. 22, the technology-heavy Nasdaq pointed sharply higher to regain all its losses for the day in afternoon trading.</p><p>While investors spent the morning fretting about rising bond yields and what this week&#39;s inflation data might mean for U.S. Federal Reserve monetary policy tightening, others took advantage of earlier nerves to buy the dip.</p><p>&#34;We&#39;ve gotten to the point where you wonder if the roller coaster has peaked and is heading straight down. But fundamentally there&#39;s a lot of buyers in this market buying on the dip,&#34; said Rick Meckler, a partner of Cherry Lane Investments, a family investment office in New Vernon, New Jersey who attributed much of the afternoon strength to retail investors buying favorite stocks such as Tesla   .</p><p>Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago also attributed the late session comeback to dip-buyers looking at U.S. Treasury yields fall from their peaks of the day.</p><p>&#34;Some of the tech names are off 5 to 10 percent or more, and people are looking at that and going that looks pretty good - time to snap them up,&#34; said Nolte.</p><p>&#34;The other thing though to keep an eye on is what happens to interest rates because that has really been what&#39;s been dragging technology. We saw little bit of a reversal late in the day in (Treasury yields). They came down just a touch and that was a little bit of a green light for tech investors,&#34; he said.</p><p>The Dow Jones Industrial Average    fell 162.79 points, or 0.45%, to 36,068.87, the S&amp;P 500    lost 6.74 points, or 0.14%, to 4,670.29 and the Nasdaq Composite    added 6.93 points, or 0.05%, to 14,942.83.</p><p>After starting the day among the biggest laggards, the S&amp;P technology index managed to eke out a tiny gain of 0.1%, behind the healthcare sector which closed up 1% and ahead of communications services which, rising 0.02%, was the session&#39;s only other gainer among the 11 major industry sectors.</p><p>The biggest decliners on the day were industrials which closed down 1.2% and materials which dropped 0.99%.</p><p>Traders have ramped up their rate hike expectations since the Fed&#39;s minutes from the December meeting appeared to signal an earlier-than-expected rate rise.</p><p>Goldman Sachs said it expects the Fed to raise rates four times in 2022, compared to its previous forecast of three.</p><p>Earlier the benchmark 10-year Treasury yield rose to its highest level in nearly two years on Monday.</p><p>After falling as much as 4.6% earlier in the session, Nasdaq heavyweight Tesla made a dramatic turnaround to close up 3%.</p><p>Meckler said retail investors appeared to flood back into the stock which had suffered after Chief Executive Elon Musk tweeted on Friday that the electric carmaker will raise the U.S. price of its advanced driver assistant software.</p><p>Nike shares closed down 4.2% after HSBC downgraded the stock to &#34;hold.&#34;</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.04-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 69 new highs and 609 new lows.</p><p>On U.S. exchanges 12.15 billion shares changed hands compared with the 10.55 billion average for the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202277188","content_text":"Wall Street's three major indexes staged a late-session comeback on Monday as the Nasdaq managed to eke out a tiny gain and investors swooped in to hunt for bargains, while the S&P 500 and the Dow Jones Industrial Average finished well above their session lows.After falling almost 3% earlier in the day and as much as 10.37% below its intraday record level reached on Nov. 22, the technology-heavy Nasdaq pointed sharply higher to regain all its losses for the day in afternoon trading.While investors spent the morning fretting about rising bond yields and what this week's inflation data might mean for U.S. Federal Reserve monetary policy tightening, others took advantage of earlier nerves to buy the dip.\"We've gotten to the point where you wonder if the roller coaster has peaked and is heading straight down. But fundamentally there's a lot of buyers in this market buying on the dip,\" said Rick Meckler, a partner of Cherry Lane Investments, a family investment office in New Vernon, New Jersey who attributed much of the afternoon strength to retail investors buying favorite stocks such as Tesla   .Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago also attributed the late session comeback to dip-buyers looking at U.S. Treasury yields fall from their peaks of the day.\"Some of the tech names are off 5 to 10 percent or more, and people are looking at that and going that looks pretty good - time to snap them up,\" said Nolte.\"The other thing though to keep an eye on is what happens to interest rates because that has really been what's been dragging technology. We saw little bit of a reversal late in the day in (Treasury yields). They came down just a touch and that was a little bit of a green light for tech investors,\" he said.The Dow Jones Industrial Average    fell 162.79 points, or 0.45%, to 36,068.87, the S&P 500    lost 6.74 points, or 0.14%, to 4,670.29 and the Nasdaq Composite    added 6.93 points, or 0.05%, to 14,942.83.After starting the day among the biggest laggards, the S&P technology index managed to eke out a tiny gain of 0.1%, behind the healthcare sector which closed up 1% and ahead of communications services which, rising 0.02%, was the session's only other gainer among the 11 major industry sectors.The biggest decliners on the day were industrials which closed down 1.2% and materials which dropped 0.99%.Traders have ramped up their rate hike expectations since the Fed's minutes from the December meeting appeared to signal an earlier-than-expected rate rise.Goldman Sachs said it expects the Fed to raise rates four times in 2022, compared to its previous forecast of three.Earlier the benchmark 10-year Treasury yield rose to its highest level in nearly two years on Monday.After falling as much as 4.6% earlier in the session, Nasdaq heavyweight Tesla made a dramatic turnaround to close up 3%.Meckler said retail investors appeared to flood back into the stock which had suffered after Chief Executive Elon Musk tweeted on Friday that the electric carmaker will raise the U.S. price of its advanced driver assistant software.Nike shares closed down 4.2% after HSBC downgraded the stock to \"hold.\"Declining issues outnumbered advancing ones on the NYSE by a 2.04-to-1 ratio; on Nasdaq, a 1.97-to-1 ratio favored decliners.The S&P 500 posted 38 new 52-week highs and 5 new lows; the Nasdaq Composite recorded 69 new highs and 609 new lows.On U.S. exchanges 12.15 billion shares changed hands compared with the 10.55 billion average for the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585523674373467","authorId":"3585523674373467","name":"Zhiwei996","avatar":"https://static.tigerbbs.com/4a6365956853f581b591422381b6228c","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3585523674373467","idStr":"3585523674373467"},"content":"Sure my beother have a good fking day","text":"Sure my beother have a good fking day","html":"Sure my beother have a good fking day"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815312893,"gmtCreate":1630643483512,"gmtModify":1676530364814,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"pls like n cmt&nbsp;","listText":"pls like n cmt&nbsp;","text":"pls like n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/815312893","repostId":"2164829818","repostType":4,"repost":{"id":"2164829818","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":1630615505,"share":"https://ttm.financial/m/news/2164829818?lang=&edition=fundamental","pubTime":"2021-09-03 04:45","market":"us","language":"en","title":"S&P, Nasdaq edge to record closes, energy stocks buoyant","url":"https://stock-news.laohu8.com/highlight/detail?id=2164829818","media":"Reuters","summary":"Energy stocks rally on oil price gains\nWeekly jobless claims fall\nIndexes up: Dow 0.37%, S&P 0.28%, ","content":"<ul>\n <li>Energy stocks rally on oil price gains</li>\n <li>Weekly jobless claims fall</li>\n <li>Indexes up: Dow 0.37%, S&amp;P 0.28%, Nasdaq 0.14%</li>\n</ul>\n<p>Sept 2 (Reuters) - The S&amp;P 500 and Nasdaq eked out record finishes on Thursday, while the Dow also posted a modest gain, as higher commodity prices helped energy names recover ground and the latest jobs data left investors unfazed about existing positions.</p>\n<p>The energy sector rose 2.5%, reversing much of the loss suffered during the first three days of the week. Thursday's performance was fueled by U.S. crude prices jumping 2% on a sharp decline in U.S. inventories and a weaker dollar.</p>\n<p>Cabot Oil &amp; Gas Corp and Occidental Petroleum Corp&nbsp;were the largest risers, up 6.7% and 6% respectively, with oil majors Exxon Mobil and Chevron Corp both advancing more than 2%.</p>\n<p>The technology index slipped into negative territory, as some of the industry's largest companies saw their recent upward momentum stall.</p>\n<p>Amazon.com Inc, Microsoft Corp, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Google-owner Alphabet Inc all fell between 0.2% and 1.8%. A notable exception was Netflix Inc, which advanced 1.1% to close at an all-time high.</p>\n<p>U.S. stocks have regularly hit record highs over the past few weeks as a solid corporate earnings season and hopes of continued central bank support underpinned confidence.</p>\n<p>Still, each new data set is viewed through the prism of whether the numbers might influence the Federal Reserve's tapering timetable.</p>\n<p>\"I feel like sometimes we end up trying to read the tea-leaves too hard, and the Fed has been pretty good on communicating on (tapering),\" said Jason Pride, chief investment officer of private wealth at Glenmede, noting the Fed remains on the path to begin tapering around year-end.</p>\n<p>Data on Thursday showed the number of Americans filing new claims for jobless benefits fell last week, although the focus will be on the Labor Department's monthly jobs report on Friday to set the stage for the Fed's policy meeting later this month.</p>\n<p>\"You have to see very wide beats or misses in this data to really change people's minds,\" said Greg Boutle, U.S. head of equity and derivative strategy at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p>\n<p>\"Investors are either in this renormalization camp that thinks inflation will not happen, or they believe there will be some persistence to inflation. Really, it will be a collection of beats or misses that will move the needle for investors and the Fed, rather than a single data point.\"</p>\n<p>The Dow Jones Industrial Average rose 131.29 points, or 0.37%, to 35,443.82, the S&amp;P 500 gained 12.86 points, or 0.28%, to 4,536.95 and the Nasdaq Composite added 21.80 points, or 0.14%, to 15,331.18.</p>\n<p>Despite deadly flash floods in New York City, trading on Wall Street was operating normally.</p>\n<p>Wells Fargo rose 2.6% after three straight sessions of losses. The lender had been weighed by a report it could face further regulatory sanctions over the pace of compensating victims of a years-long sales practice scandal.</p>\n<p>Volume on U.S. exchanges was 9.23 billion shares, compared with the 9.01 billion average for the full session over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 78 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 154 new highs and 14 new lows.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Aditya Soni and Lisa Shumaker)</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P, Nasdaq edge to record closes, energy stocks buoyant</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, Nasdaq edge to record closes, energy stocks buoyant\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-03 04:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Energy stocks rally on oil price gains</li>\n <li>Weekly jobless claims fall</li>\n <li>Indexes up: Dow 0.37%, S&amp;P 0.28%, Nasdaq 0.14%</li>\n</ul>\n<p>Sept 2 (Reuters) - The S&amp;P 500 and Nasdaq eked out record finishes on Thursday, while the Dow also posted a modest gain, as higher commodity prices helped energy names recover ground and the latest jobs data left investors unfazed about existing positions.</p>\n<p>The energy sector rose 2.5%, reversing much of the loss suffered during the first three days of the week. Thursday's performance was fueled by U.S. crude prices jumping 2% on a sharp decline in U.S. inventories and a weaker dollar.</p>\n<p>Cabot Oil &amp; Gas Corp and Occidental Petroleum Corp&nbsp;were the largest risers, up 6.7% and 6% respectively, with oil majors Exxon Mobil and Chevron Corp both advancing more than 2%.</p>\n<p>The technology index slipped into negative territory, as some of the industry's largest companies saw their recent upward momentum stall.</p>\n<p>Amazon.com Inc, Microsoft Corp, <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc and Google-owner Alphabet Inc all fell between 0.2% and 1.8%. A notable exception was Netflix Inc, which advanced 1.1% to close at an all-time high.</p>\n<p>U.S. stocks have regularly hit record highs over the past few weeks as a solid corporate earnings season and hopes of continued central bank support underpinned confidence.</p>\n<p>Still, each new data set is viewed through the prism of whether the numbers might influence the Federal Reserve's tapering timetable.</p>\n<p>\"I feel like sometimes we end up trying to read the tea-leaves too hard, and the Fed has been pretty good on communicating on (tapering),\" said Jason Pride, chief investment officer of private wealth at Glenmede, noting the Fed remains on the path to begin tapering around year-end.</p>\n<p>Data on Thursday showed the number of Americans filing new claims for jobless benefits fell last week, although the focus will be on the Labor Department's monthly jobs report on Friday to set the stage for the Fed's policy meeting later this month.</p>\n<p>\"You have to see very wide beats or misses in this data to really change people's minds,\" said Greg Boutle, U.S. head of equity and derivative strategy at <a href=\"https://laohu8.com/S/BNPQF\">BNP Paribas</a>.</p>\n<p>\"Investors are either in this renormalization camp that thinks inflation will not happen, or they believe there will be some persistence to inflation. Really, it will be a collection of beats or misses that will move the needle for investors and the Fed, rather than a single data point.\"</p>\n<p>The Dow Jones Industrial Average rose 131.29 points, or 0.37%, to 35,443.82, the S&amp;P 500 gained 12.86 points, or 0.28%, to 4,536.95 and the Nasdaq Composite added 21.80 points, or 0.14%, to 15,331.18.</p>\n<p>Despite deadly flash floods in New York City, trading on Wall Street was operating normally.</p>\n<p>Wells Fargo rose 2.6% after three straight sessions of losses. The lender had been weighed by a report it could face further regulatory sanctions over the pace of compensating victims of a years-long sales practice scandal.</p>\n<p>Volume on U.S. exchanges was 9.23 billion shares, compared with the 9.01 billion average for the full session over the last 20 trading days.</p>\n<p>The S&amp;P 500 posted 78 new 52-week highs and <a href=\"https://laohu8.com/S/AONE.U\">one</a> new low; the Nasdaq Composite recorded 154 new highs and 14 new lows.</p>\n<p>(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Aditya Soni and Lisa Shumaker)</p>\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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164829818","content_text":"Energy stocks rally on oil price gains\nWeekly jobless claims fall\nIndexes up: Dow 0.37%, S&P 0.28%, Nasdaq 0.14%\n\nSept 2 (Reuters) - The S&P 500 and Nasdaq eked out record finishes on Thursday, while the Dow also posted a modest gain, as higher commodity prices helped energy names recover ground and the latest jobs data left investors unfazed about existing positions.\nThe energy sector rose 2.5%, reversing much of the loss suffered during the first three days of the week. Thursday's performance was fueled by U.S. crude prices jumping 2% on a sharp decline in U.S. inventories and a weaker dollar.\nCabot Oil & Gas Corp and Occidental Petroleum Corp were the largest risers, up 6.7% and 6% respectively, with oil majors Exxon Mobil and Chevron Corp both advancing more than 2%.\nThe technology index slipped into negative territory, as some of the industry's largest companies saw their recent upward momentum stall.\nAmazon.com Inc, Microsoft Corp, Facebook Inc and Google-owner Alphabet Inc all fell between 0.2% and 1.8%. A notable exception was Netflix Inc, which advanced 1.1% to close at an all-time high.\nU.S. stocks have regularly hit record highs over the past few weeks as a solid corporate earnings season and hopes of continued central bank support underpinned confidence.\nStill, each new data set is viewed through the prism of whether the numbers might influence the Federal Reserve's tapering timetable.\n\"I feel like sometimes we end up trying to read the tea-leaves too hard, and the Fed has been pretty good on communicating on (tapering),\" said Jason Pride, chief investment officer of private wealth at Glenmede, noting the Fed remains on the path to begin tapering around year-end.\nData on Thursday showed the number of Americans filing new claims for jobless benefits fell last week, although the focus will be on the Labor Department's monthly jobs report on Friday to set the stage for the Fed's policy meeting later this month.\n\"You have to see very wide beats or misses in this data to really change people's minds,\" said Greg Boutle, U.S. head of equity and derivative strategy at BNP Paribas.\n\"Investors are either in this renormalization camp that thinks inflation will not happen, or they believe there will be some persistence to inflation. Really, it will be a collection of beats or misses that will move the needle for investors and the Fed, rather than a single data point.\"\nThe Dow Jones Industrial Average rose 131.29 points, or 0.37%, to 35,443.82, the S&P 500 gained 12.86 points, or 0.28%, to 4,536.95 and the Nasdaq Composite added 21.80 points, or 0.14%, to 15,331.18.\nDespite deadly flash floods in New York City, trading on Wall Street was operating normally.\nWells Fargo rose 2.6% after three straight sessions of losses. The lender had been weighed by a report it could face further regulatory sanctions over the pace of compensating victims of a years-long sales practice scandal.\nVolume on U.S. exchanges was 9.23 billion shares, compared with the 9.01 billion average for the full session over the last 20 trading days.\nThe S&P 500 posted 78 new 52-week highs and one new low; the Nasdaq Composite recorded 154 new highs and 14 new lows.\n(Reporting by Shashank Nayar in Bengaluru and David French in New York; Editing by Aditya Soni and Lisa Shumaker)","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898051072,"gmtCreate":1628464351296,"gmtModify":1703506334717,"author":{"id":"3581796785124701","authorId":"3581796785124701","name":"天橋上的大爺","avatar":"https://static.tigerbbs.com/74a9b70d7f2658b4a438eda788611bf6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581796785124701","idStr":"3581796785124701"},"themes":[],"htmlText":"pls &nbsp;n cmt&nbsp;","listText":"pls &nbsp;n cmt&nbsp;","text":"pls n cmt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/898051072","repostId":"1122420187","repostType":4,"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}