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zenusoul
2021-06-26
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Is Apple A Better Buy Than Other FAANG Stocks?
zenusoul
2021-06-25
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Microsoft sent a strong signal to developers that could hurt Apple and Google
zenusoul
2021-06-24
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zenusoul
2021-06-23
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Why I Believe NIO Will Beat Out Tesla
zenusoul
2021-06-22
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zenusoul
2021-06-21
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zenusoul
2021-06-21
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3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%
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2021-06-19
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Energy stocks roar toward their best year in three decades amid recovery in oil
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2021-06-18
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2021-06-17
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2021-06-15
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and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125721517","repostId":"1108941456","repostType":4,"repost":{"id":"1108941456","pubTimestamp":1624664800,"share":"https://www.laohu8.com/m/news/1108941456?lang=&edition=full","pubTime":"2021-06-26 07:46","market":"us","language":"en","title":"Is Apple A Better Buy Than Other FAANG Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1108941456","media":"seekingalpha","summary":"Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.At 26-64x this year's expected net profi","content":"<p><b>Summary</b></p>\n<ul>\n <li>Apple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.</li>\n <li>Being a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.</li>\n <li>I believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb49d385ec6d3044db2f4474cbb2c57\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>MagioreStock/iStock Editorial via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>Going with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.</p>\n<p><b>Are FAANG Stocks A Good Investment?</b></p>\n<p>Looking back a couple of years, the answer is pretty clear that FAANG stocks at least<i>were</i>a good investment in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae2b8e2b9caf99f74c28bafc10a0a872\" tg-width=\"635\" tg-height=\"484\"><span>Data by YCharts</span></p>\n<p>With gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.</p>\n<p>These factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ef865eea7af4369048432a9c85d1d83\" tg-width=\"635\" tg-height=\"540\"><span>Data by YCharts</span></p>\n<p>At 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.</p>\n<p><b>What Investors Can Expect From Apple</b></p>\n<p>Apple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.</p>\n<p><b>Apple Versus Facebook</b></p>\n<p>Both Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fd8043ca75dcb2c38f5ffa427c8c0b9\" tg-width=\"635\" tg-height=\"433\"><span>Data by YCharts</span></p>\n<p>Facebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d49e0007aa77608b2992a9fef2142d\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>The fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b16c9b3e2eac182d42686bcd8a98fc5\" tg-width=\"635\" tg-height=\"515\"><span>Data by YCharts</span></p>\n<p>While Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.</p>\n<p>To sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.</p>\n<p><b>Apple Versus Alphabet</b></p>\n<p>When we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6360514d097081c546a0ccacfbdc7af6\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Alphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.</p>\n<p>Nevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhat<i>smaller</i>net cash position of $80 billion, although that still makes for a very strong balance sheet, of course.</p>\n<p>All in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.</p>\n<p><b>Apple Versus Netflix And Amazon</b></p>\n<p>Looking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.</p>\n<p>This huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ccc2536fa3cadf06639a89e0b211b9a\" tg-width=\"635\" tg-height=\"481\"><span>Data by YCharts</span></p>\n<p>AMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.</p>\n<p>Netflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d84f013051fbb00b6b488f5cfed66d4\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>Netflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.</p>\n<p>Amazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.</p>\n<p><b>Which Is The Best FAANG Stock To Buy?</b></p>\n<p>Not every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.</p>\n<p>Alphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.</p>\n<p>Depending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!</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>Is Apple A Better Buy Than Other FAANG 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\">\nIs Apple A Better Buy Than Other FAANG Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 07:46 GMT+8 <a href=https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean ...</p>\n\n<a href=\"https://seekingalpha.com/article/4436558-apple-better-buy-faang-stocks\">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/4436558-apple-better-buy-faang-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108941456","content_text":"Summary\n\nApple undoubtedly is a great company, with a strong brand, excellent margins, and fundamentals, a fortress balance sheet, and massive shareholder returns.\nBeing a great company does not mean that the stock must be a great buy. However, valuations are significantly higher than they were historically.\nI believe that some of the other FAANG stocks are better, while others are worse. AAPL seems like a solid, but not a spectacular investment at today's valuation.\n\nMagioreStock/iStock Editorial via Getty Images\nArticle Thesis\nGoing with FAANG stocks, i.e. Facebook (FB), Apple (AAPL), Amazon (AMZN), Netflix (NFLX), and Alphabet (GOOG)(GOOGL), has been a winning trade in recent years, as those companies delivered strong gains for their owners. These companies do, however, differ quite a lot from each other in a range of metrics, including growth, valuation, and there are also differences when it comes to each company's specific risks and moat. Apple is the largest company of these in terms of profits and market capitalization, but that does not necessarily make it the best investment. In this report, we will take a look at how Apple compares versus the other FAANG members.\nAre FAANG Stocks A Good Investment?\nLooking back a couple of years, the answer is pretty clear that FAANG stocks at leastwerea good investment in the recent past:\nData by YCharts\nWith gains of 200% to 460%, these five companies easily trounced the broad market's returns over the same time, and all led to hefty gains, at least tripling an investor's money in just five years. The factors that led to these strong gains do, at least partially, still exist today. Notably, these five companies are generating compelling earnings growth, have leadership positions in the markets they address, possess strong brands that are well-received by consumers, and seem to have strong, long-term-oriented leadership teams.\nThese factors are still in place today, which indicates that FAANG stocks could also be good investments in coming years, although investors should, even with high-quality companies, also consider a stock's valuation. Today, these companies do not look extremely cheap in most cases:\nData by YCharts\nAt 26-64x this year's expected net profits, FAANG stocks can't really be called bargains, although the above-average valuations are, at least to some degree, justified due to the above-average earnings growth that these companies do generate. In any case, I doubt that investors owning FAANG stocks today will see 200%-400%+ returns over the next five years, as this seems unlikely for each of these five stocks due to the combination of current valuations and expected earnings growth. This does, however, not mean that FAANG stocks must be bad investments or underperform the market. In fact, in recent articles, I showcased that solid or even quite attractive returns can be expected from Facebook,Amazon, and Apple, even though the 30%-50% annual returns are likely a thing of the past - that's just mathematics, as no stock can grow at that rate forever.\nWhat Investors Can Expect From Apple\nApple Inc. is not the highest-growth FAANG stock at all. Its growth has been solid but not spectacular in the recent past. This isn't a large surprise, as there is only a certain number of consumers that want to buy an iPhone or an iPad, and that amount can't grow by 50% a year for a very long time. Nevertheless, due to some market growth, some price increases, and growth from its services business, Apple should still be able to deliver sizeable revenue growth in the long run. New products such as the car project are a potential wildcard, but at least for the foreseeable future, this will not be a major profit center for the company. Apple also has a very ambitious shareholder return program, and its buybacks are an important factor for its future earnings per share growth. I believe that, overall, a high-single-digit earnings per share growth rate will be very much achievable for Apple in the long run. Combined with some multiple depression that I expect in coming years, as Apple will likely not trade at a high-20s earnings multiple forever, this gets me to a total return estimate in the 7% range. This is significantly less compared to what investors saw over the last couple of years, but on the other hand, 7% annual returns stemming from a strong, stable blue-chip stock such as Apple are not unattractive. I believe that some of the FAANG stocks could deliver stronger returns, primarily Alphabet and Facebook.\nApple Versus Facebook\nBoth Apple Inc. and Facebook have a great market position, but Facebook is even more dominant in its industry compared to Apple. Apple has, in the smartphone industry, a market share of around 20%, although more in the higher-end segments. Facebook, for comparison, owns four out of the top five social media networks, with Facebook, Instagram, Facebook Messenger, and WhatsApp. Clearly, FB absolutely dominates its industry. Facebook's industry is also growing quicker than the hardware IT markets that Apple serves, which is why Facebook's growth was significantly higher than Apple's growth in the recent past:\nData by YCharts\nFacebook grew its revenue by well above 300% over the last five years, while Apple's revenue grew by a little less than 50%. When we look back at the total return chart at the beginning of this article and compare it to this revenue chart, we see that Apple's returns stemmed from multiple expansion to a large degree, whereas Facebook's stock actually got less expensive over the last five years. Facebook's business growth clearly outpaced its share price gains, which has made its shares less expensive. This also explains why Facebook, today, trades below the long-term median earnings multiple, whereas Apple's valuation is at the higher end of the historic range:\nData by YCharts\nThe fact that Facebook trades at a historic discount points to a solid entry price, whereas the same can't be said about Apple. On top of that, Facebook will also grow much faster in the future - at least if the analyst community is correct:\nData by YCharts\nWhile Apple is expected to see revenue growth of around 10% over the next two years, Facebook is expected to grow by 40% over the same time. Facebook's earnings per share growth estimate is also materially higher than that of Apple.\nTo sum things up, we can say that Facebook is growing much faster, is even more dominant in its industry compared to Apple, and its shares are trading at a discount compared to the historic average, whereas Apple's shares are historically expensive. This combination makes me believe that the total return outlook for Facebook is better compared to that of Apple.\nApple Versus Alphabet\nWhen we compare Apple to Alphabet, the comparison is relatively similar to what we just saw when comparing Applet to Facebook. Alphabet is a company that is growing quicker than Apple, and that can, to a large degree, be explained by its great market position and the higher market growth rate. Online advertising is a market that has been growing quicker than the tablet or smartphone market in recent years, and the same will, I believe, be true in the foreseeable future as well.\nData by YCharts\nAlphabet is forecasted to grow its revenue by more than 30% over the next two years, versus Apple's 10% growth. On top of that, at close to 20%, Alphabet is also expected to grow its earnings per share at a higher rate.\nNevertheless, despite its significantly better growth forecast, Alphabet isn't a lot more expensive compared to Apple. GOOG trades at 29x forward earnings, versus AAPL's 26x forward earnings multiple. Does it make sense for GOOG to trade at a premium of just 10%, while its expected growth is one and a half times as high as that of AAPL? You be the judge, but to me, it seems like the valuation looks better at Alphabet as long as we account for the stronger growth expectations. On top of that, with a net cash position of around $120 billion, Alphabet also has one of the best balance sheets in the world. Apple, for comparison, has a somewhatsmallernet cash position of $80 billion, although that still makes for a very strong balance sheet, of course.\nAll in all, we can summarize that Alphabet is growing faster today, is expected to grow significantly faster in the next two years and in the long run, has an even better balance sheet and a more dominant market position, and yet it trades at an earnings multiple that is only 10% higher than that of Apple. To me, Alphabet thus looks like the more attractive pick among these two at current prices.\nApple Versus Netflix And Amazon\nLooking at the last two remaining companies in the FAANG group, we see that, once again, AAPL is growing at a slower pace. Unless Facebook and Alphabet, however, both Netflix and Amazon are way more expensive than Apple.\nThis huge valuation premium offsets, at least to some degree, the higher expected growth, which is why I believe that Netflix and Amazon do not really seem like much better picks compared to Apple:\nData by YCharts\nAMZN and NFLX trade at PEG ratios of 1.8 and 1.9, which does not represent a clear discount compared to AAPL's valuation. On top of that, these two companies do not possess balance sheets that are as strong as that of Apple.\nNetflix, especially, looks significantly worse compared to the other FAANG members in terms of balance sheet strength and cash generation:\nData by YCharts\nNetflix is the only FAANG member with a meaningful net debt position, and its free cash flows are equal to just 1% of its market capitalization. Netflix grows fast, but to me, it seems doubtful whether the current valuation is justified. Considering that more and more companies are pushing into the streaming market, including Disney (DIS), Amazon, and AT&T(NYSE:T), more competition might hurt Netflix's margins in the future. NFLX thus seems like the worst pick among the five FAANG stocks to me, as it combines a high valuation, weak cash flows, and a somewhat uncertain competitive picture, and I think that is not fully negated by its strong growth alone.\nAmazon has a better market position than Netflix, a better balance sheet, and its valuation, relative to its growth, is a little lower than that of Netflix. I would rate Amazon as more or less equally attractive to Apple, although the two companies are quite different from each other in terms of growth, valuation, and shareholder returns.\nWhich Is The Best FAANG Stock To Buy?\nNot every investor has the same goals, thus the answer may be different depending on what you are looking for in a stock. To me, Apple seems like a solid, but outstanding pick at current prices - the business undoubtedly is strong, the balance sheet is great, shareholder returns are hefty, but the valuation seems stretched, especially when we consider how cheap shares were in the past.\nAlphabet and Facebook do seem like the best FAANG picks to me today, as they combine strong growth with valuations that are only marginally higher than that of Apple. On top of that, both Alphabet and Facebook dominate their markets. Amazon is a stock that I would rate as a solid investment at today's price, so more or less in line with AAPL, whereas Netflix seems like the weakest pick among these five to me.\nDepending on your time horizon, appetite for risk, etc. you may disagree, however - and that's perfectly fine. I'd be glad to hear your top picks and reasoning in the comment section!","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122621741,"gmtCreate":1624618416483,"gmtModify":1703841839260,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122621741","repostId":"2146023165","repostType":4,"repost":{"id":"2146023165","pubTimestamp":1624614720,"share":"https://www.laohu8.com/m/news/2146023165?lang=&edition=full","pubTime":"2021-06-25 17:52","market":"us","language":"en","title":"Microsoft sent a strong signal to developers that could hurt Apple and Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023165","media":"Yahoo Finance","summary":"Microsoft launched a broadside against rivals Apple and Google on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.“Windows has always stood for sovereignty for creators and agency for consumer","content":"<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.</p>\n<p>That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.</p>\n<p>“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”</p>\n<p>The move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.</p>\n<p>Apple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.</p>\n<p>Google, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.</p>\n<h3><b>Microsoft has been criticizing Apple’s policies</b></h3>\n<p>This isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.</p>\n<p>More recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.</p>\n<p>That led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and <a href=\"https://laohu8.com/S/FB\">Facebook</a>.</p>\n<p><img src=\"https://static.tigerbbs.com/d92ddac610658f60945c72fc4da23210\" tg-width=\"1024\" tg-height=\"640\" referrerpolicy=\"no-referrer\">Microsoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft</p>\n<p>Microsoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.</p>\n<p>Epic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.</p>\n<p>Epic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.</p>\n<h3><b>Microsoft could win over developers</b></h3>\n<p>With its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.</p>\n<p>While Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft sent a strong signal to developers that could hurt Apple and Google</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft sent a strong signal to developers that could hurt Apple and Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 17:52 GMT+8 <a href=https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","GOOG":"谷歌","AAPL":"苹果","MSFT":"微软","03086":"华夏纳指","GOOGL":"谷歌A","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2146023165","content_text":"Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.\nThat’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.\n“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”\nThe move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.\nApple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.\nGoogle, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.\nMicrosoft has been criticizing Apple’s policies\nThis isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.\nMore recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.\nThat led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and Facebook.\nMicrosoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft\nMicrosoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.\nEpic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.\nEpic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.\nMicrosoft could win over developers\nWith its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.\nWhile Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126048355,"gmtCreate":1624539698177,"gmtModify":1703839742831,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126048355","repostId":"1198422658","repostType":4,"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121086846,"gmtCreate":1624444523785,"gmtModify":1703836860144,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/121086846","repostId":"1145825451","repostType":4,"repost":{"id":"1145825451","pubTimestamp":1624433586,"share":"https://www.laohu8.com/m/news/1145825451?lang=&edition=full","pubTime":"2021-06-23 15:33","market":"us","language":"en","title":"Why I Believe NIO Will Beat Out Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1145825451","media":"InvestorPlace","summary":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.Super fans of the latest and greatest high-endTesla, Inc. model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.The go","content":"<blockquote>\n <b>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.</b>\n</blockquote>\n<p>Super fans of the latest and greatest high-end<b>Tesla, Inc.</b>(NASDAQ:<b>TSLA</b>) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.</p>\n<p><img src=\"https://static.tigerbbs.com/b294a3604c7ba82bd19b3c70be3a4020\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: nrqemi / Shutterstock.com</p>\n<p>Musk wrote there was… “No need, as Plaid is just so good.”</p>\n<p>The Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.</p>\n<p>Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.</p>\n<p>As a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.</p>\n<p>This “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.</p>\n<p>Both the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.</p>\n<p>Clearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”</p>\n<p>As someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know do<i>not</i>want to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.</p>\n<p>What Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.</p>\n<p>The good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.</p>\n<p>This is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.</p>\n<p>However, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.</p>\n<p><b>Taking Advantage of the EV Revolution’s Profit Potential</b></p>\n<p>I’m talking about <b>Nio, Inc.</b>(NYSE:<b>NIO</b>). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on my<b><i>Platinum Growth Club</i></b>Model Portfolio back in February.</p>\n<p>The company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.</p>\n<p>The company is also partnering with cutting-edge chip companies like<b>NVIDIA Corporation</b>(NASDAQ:<b>NVDA</b>), another one of my<b><i>Platinum Growth Club</i></b>Model Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.</p>\n<p>Now, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.</p>\n<p>With the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.</p>\n<p>That means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.</p>\n<p>Shares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”</p>\n<p>Interestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.</p>\n<p>In other words, NIO represents the<b>crème de la crème</b>of EV stocks right now.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Believe NIO Will Beat Out Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Believe NIO Will Beat Out Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:33 GMT+8 <a href=https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ...</p>\n\n<a href=\"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/\">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","NIO":"蔚来"},"source_url":"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145825451","content_text":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.\nSource: nrqemi / Shutterstock.com\nMusk wrote there was… “No need, as Plaid is just so good.”\nThe Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.\nInstead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.\nAs a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.\nThis “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.\nBoth the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.\nClearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”\nAs someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know donotwant to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.\nWhat Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.\nThe good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.\nThis is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.\nHowever, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.\nTaking Advantage of the EV Revolution’s Profit Potential\nI’m talking about Nio, Inc.(NYSE:NIO). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on myPlatinum Growth ClubModel Portfolio back in February.\nThe company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.\nThe company is also partnering with cutting-edge chip companies likeNVIDIA Corporation(NASDAQ:NVDA), another one of myPlatinum Growth ClubModel Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.\nNow, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.\nWith the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.\nThat means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.\nShares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”\nInterestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.\nIn other words, NIO represents thecrème de la crèmeof EV stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120775200,"gmtCreate":1624340755700,"gmtModify":1703833956225,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and share","listText":"Like and share","text":"Like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120775200","repostId":"1116451605","repostType":4,"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167570861,"gmtCreate":1624279756853,"gmtModify":1703832263132,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment!","listText":"Like and comment!","text":"Like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167570861","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164215101,"gmtCreate":1624207081903,"gmtModify":1703830663626,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and share","listText":"Like and share","text":"Like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164215101","repostId":"1166679093","repostType":4,"repost":{"id":"1166679093","pubTimestamp":1624065234,"share":"https://www.laohu8.com/m/news/1166679093?lang=&edition=full","pubTime":"2021-06-19 09:13","market":"us","language":"en","title":"3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166679093","media":"fool","summary":"Meme stocks have been all the rage so far this year. That's understandable, with several of them del","content":"<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.</p>\n<p>However, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.</p>\n<p>AMC Entertainment</p>\n<p><b>AMC Entertainment</b>(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.</p>\n<p>The consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.</p>\n<p>But isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.</p>\n<p>However, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.</p>\n<p>Clover Health Investments</p>\n<p>Only a few days ago, it looked like <b>Clover Health Investments</b>(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.</p>\n<p>Since the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.</p>\n<p>Clover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.</p>\n<p>Still, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.</p>\n<p>Sundial Growers</p>\n<p>At one point earlier this year, <b>Sundial Growers</b>(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.</p>\n<p>Analysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.</p>\n<p>There certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.</p>\n<p>Sundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.</p>\n<p>However, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the <b>Nasdaq</b> stock exchange.</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>3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%</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 Meme Stocks Wall Street Predicts Will Plunge More Than 20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:13 GMT+8 <a href=https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.\nHowever, what goes up can come down. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp","AMC":"AMC院线","SNDL":"SNDL Inc."},"source_url":"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166679093","content_text":"Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.\nHowever, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.\nAMC Entertainment\nAMC Entertainment(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.\nThe consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.\nBut isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.\nHowever, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.\nClover Health Investments\nOnly a few days ago, it looked like Clover Health Investments(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.\nSince the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.\nClover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.\nStill, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.\nSundial Growers\nAt one point earlier this year, Sundial Growers(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.\nAnalysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.\nThere certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.\nSundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.\nHowever, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the Nasdaq stock exchange.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162315631,"gmtCreate":1624034370823,"gmtModify":1703827350582,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162315631","repostId":"1138062216","repostType":4,"repost":{"id":"1138062216","pubTimestamp":1624029740,"share":"https://www.laohu8.com/m/news/1138062216?lang=&edition=full","pubTime":"2021-06-18 23:22","market":"us","language":"en","title":"Energy stocks roar toward their best year in three decades amid recovery in oil","url":"https://stock-news.laohu8.com/highlight/detail?id=1138062216","media":"cnbc","summary":"It’s six months into 2021, andenergy stocksare already on pace for their best year in more than thre","content":"<div>\n<p>It’s six months into 2021, andenergy stocksare already on pace for their best year in more than three decades, leading some to believe the run may be due for a pullback.\nThe group pulled back on ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/18/energy-stocks-roar-toward-their-best-year-in-three-decades-amid-recovery-in-oil.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Energy stocks roar toward their best year in three decades amid recovery in oil</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEnergy stocks roar toward their best year in three decades amid recovery in oil\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 23:22 GMT+8 <a href=https://www.cnbc.com/2021/06/18/energy-stocks-roar-toward-their-best-year-in-three-decades-amid-recovery-in-oil.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s six months into 2021, andenergy stocksare already on pace for their best year in more than three decades, leading some to believe the run may be due for a pullback.\nThe group pulled back on ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/18/energy-stocks-roar-toward-their-best-year-in-three-decades-amid-recovery-in-oil.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DVN":"德文能源","FANG":"Diamondback Energy","MRO":"马拉松石油","EOG":"依欧格资源"},"source_url":"https://www.cnbc.com/2021/06/18/energy-stocks-roar-toward-their-best-year-in-three-decades-amid-recovery-in-oil.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1138062216","content_text":"It’s six months into 2021, andenergy stocksare already on pace for their best year in more than three decades, leading some to believe the run may be due for a pullback.\nThe group pulled back on Thursday and Friday, but is still up more than 40% for the year. That’s almost double the 23% return for the real estate sector, which is the second-best sector. The S&P 500 is up nearly 12% this year.\nEnergy’s big start to the year means that even if the sector goes nowhere for the rest of 2021, it will still be the best year since 1990 by nearly 10%, according to Bay Crest Partners chief market technician Jonathan Krinsky.\nThe surge in energy stocks comes on the back of a recovery in oil prices, and as investors return to areas of the market that were left out of 2020′s rebound from the pandemic lows. The sector was also starting from a low base. In 2020, the group fell 37.3% for its worst performance since inception in 1989.\nKrinsky is among those saying the upside move is overdone, and his call is to sell crude oil and energy stocks broadly. From a technical standpoint, he noted that the $420 to $450 level acted as support — a floor — for the group during the last decade. But then during the Covid sell-off, the sector plunged below that key level — breaking below $200 — as the pandemic ground economies around the world to a halt.\n\nThe S&P Energy Sector has since recovered and traded as high as $420 on Thursday, inching closer to their prior support level, which now acts as resistance, or where an uptrend could be expected to reverse.\n“Oftentimes when you break a very important support like that, once you come back and test it as resistance, it’s difficult to exceed that — at least on the first try,” Krinsky noted.\nGauging performance from Jan. 1 might seem arbitrary, but he added that the sector’s outperformance is notable from virtually any date. Over the last eight months, the group has returned over 90%, which Krinsky says is more than two times the prior largest such gain over the last three decades.\n“Even on a rolling basis this is somewhat unprecedented,” he said. His bearish call on the sector also stems from other commodities breaking down, including lumber and copper. The latter is now breaking its uptrend, and Krinsky noted that copper was a leading indicator for the 2020 low, hitting a bottom one month ahead of West Texas Intermediate Crude futures.\nTOP-PERFORMING S&P 500 ENERGY STOCKS THIS YEAR\n\n\n\nTICKER\nCOMPANY\nPRICE\n%CHANGE\nYIELD\nPREVIOUS CLOSE\n\n\n\n\nMRO\nMarathon Oil Corp\n12.83\n-0.4655\n12.83\n12.89\n\n\nFANG\nDiamondback Energy Inc\n86.23\n-0.7596\n86.23\n86.89\n\n\nDVN\nDevon Energy Corp\n27.22\n-1.3411\n27.22\n27.59\n\n\nEOG\nEOG Resources Inc\n80.795\n-0.7798\n80.795\n81.43\n\n\n\nWithin the sector,Marathon Oilhas gained nearly 93% this year, making it the top-performing energy stock in the S&P 500.\nDiamondback Energyrose about 80% year to date, andDevon Energyclimbed more than 70%.OccidentalandEOG Resourcesare up more than 60%.\nAmid the outperformance the group remains unloved by Wall Street as factors – including environmental, social and corporate governance investing – prompt investors to shy away from the sector. Bank of America recently noted that the entire sector makes up just 2% of the average long-only portfolio, or less than half the allocation toward Facebook, which sits at 4.2%.\nEnergy still comprises a tiny portion of the S&P 500, but as the sector’s weighting grows, fund managers who shun the space could risk returns.\nMRB Partners on Thursday reiterated its overweight rating on the group, saying the recovery in demand for petroleum products, coupled with ongoing supply constraints, should push oil prices higher, leading to further returns for energy stocks.\n“Strengthening cash flows, leaner cost structures, and better capital discipline position the industry to moderately increase capital returns to shareholders,” strategists led by Salvatore Ruscitti wrote in a note to clients. “Relative performance will benefit from the reflationary backdrop and our expectations for a softer U.S. dollar.”\nWhen it comes to specific stocks, Gilman Hill Asset Management CEO Jenny Harrington owns names includingChevron,OneokandKinder Morgan. She noted on Thursday’s“Halftime Report”that it’s important to look at the whole picture. While oil is at its highest level in nearly two and a half years, it’s trading at about half the level it was just a few years ago. On the flip side, it’s well above where it traded in June of 2020 as the pandemic took hold.\n“They’re all trading at a fraction of the market multiple,” Harrington said of the energy stocks she owns. “They all have hefty dividend yields,” she added, arguing that strong earnings growth means “there’s a lot of room to go here.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168385369,"gmtCreate":1623950950851,"gmtModify":1703824570110,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168385369","repostId":"1162782159","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161536148,"gmtCreate":1623933923084,"gmtModify":1703823834988,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161536148","repostId":"1175132084","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187622489,"gmtCreate":1623752893241,"gmtModify":1704210535543,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Please like and comment!","listText":"Please like and comment!","text":"Please like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187622489","repostId":"1193778475","repostType":4,"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":121086846,"gmtCreate":1624444523785,"gmtModify":1703836860144,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/121086846","repostId":"1145825451","repostType":4,"repost":{"id":"1145825451","pubTimestamp":1624433586,"share":"https://www.laohu8.com/m/news/1145825451?lang=&edition=full","pubTime":"2021-06-23 15:33","market":"us","language":"en","title":"Why I Believe NIO Will Beat Out Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1145825451","media":"InvestorPlace","summary":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.Super fans of the latest and greatest high-endTesla, Inc. model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.The go","content":"<blockquote>\n <b>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.</b>\n</blockquote>\n<p>Super fans of the latest and greatest high-end<b>Tesla, Inc.</b>(NASDAQ:<b>TSLA</b>) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.</p>\n<p><img src=\"https://static.tigerbbs.com/b294a3604c7ba82bd19b3c70be3a4020\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: nrqemi / Shutterstock.com</p>\n<p>Musk wrote there was… “No need, as Plaid is just so good.”</p>\n<p>The Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.</p>\n<p>Instead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.</p>\n<p>As a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.</p>\n<p>This “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.</p>\n<p>Both the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.</p>\n<p>Clearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”</p>\n<p>As someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know do<i>not</i>want to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.</p>\n<p>What Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.</p>\n<p>The good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.</p>\n<p>This is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.</p>\n<p>However, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.</p>\n<p><b>Taking Advantage of the EV Revolution’s Profit Potential</b></p>\n<p>I’m talking about <b>Nio, Inc.</b>(NYSE:<b>NIO</b>). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on my<b><i>Platinum Growth Club</i></b>Model Portfolio back in February.</p>\n<p>The company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.</p>\n<p>The company is also partnering with cutting-edge chip companies like<b>NVIDIA Corporation</b>(NASDAQ:<b>NVDA</b>), another one of my<b><i>Platinum Growth Club</i></b>Model Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.</p>\n<p>Now, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.</p>\n<p>With the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.</p>\n<p>That means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.</p>\n<p>Shares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”</p>\n<p>Interestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.</p>\n<p>In other words, NIO represents the<b>crème de la crème</b>of EV stocks right now.</p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Believe NIO Will Beat Out Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Believe NIO Will Beat Out Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 15:33 GMT+8 <a href=https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ...</p>\n\n<a href=\"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/\">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","NIO":"蔚来"},"source_url":"https://investorplace.com/2021/06/why-i-believe-nio-will-beat-out-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145825451","content_text":"The fact that Tesla scrapped its Model S Plaid Plus release is just part of it.\n\nSuper fans of the latest and greatest high-endTesla, Inc.(NASDAQ:TSLA) model received some disappointing news a week ago when CEO Elon Musk abruptly canceled the release of its highly anticipated Model S Plaid Plus with a tweet on June 6.\nSource: nrqemi / Shutterstock.com\nMusk wrote there was… “No need, as Plaid is just so good.”\nThe Model S Plaid Plus was supposed to be the fastest, most powerful and priciest version of the company’s Model S. Priced at $149,990, it was to feature a range of 520 miles, thanks to its innovative 4680 battery cells, 1,100 horsepower and the ability to speed from 0 to 60 mph in less than two seconds.\nInstead, the company has begun delivering a new Model S Plaid that has only a 390-mile range and 1,020 horsepower, though it still sprints to from 0 to 60 miles per hour in just two seconds.\nAs a way to “sugar coat” its flip flop, Tesla said the Model S Plaid is just as fast as the Model S Plaid Plus and $20,000 cheaper. Humm.\nThis “bait and switch” has some Tesla fans worried, since they had deposits on the Model S Plaid Plus and wanted the innovative 4680 battery cells that Tesla had been touting as the key to longer range and more power. Essentially, the 4680 battery cells were the latest great Tesla development, since they were the first batteries to also be a structural component that supposedly allowed Tesla to lower the weight of its vehicles.\nBoth the company’s Austin and Berlin manufacturing plants now under construction are supposed to also be making the 4680 batteries for new Tesla vehicles. If there is a problem with the engineering associated with utilizing the 4680 batteries or making them a structural component, then Tesla has grossly miscalculated, which is now worrying investors.\nClearly something happened to delay the 4680 batteries that were supposed to provide Tesla with a competitive and engineering edge. For Tesla’s sake, I hope they figure out the problems associated with their much hyped 4680 battery cells, otherwise concerns about its two new manufacturing plants will emerge, as well as the stock losing more of its “mojo.”\nAs someone who owns more than a few high-performance vehicles, I can tell you that the engineering geeks I know donotwant to get a new Model S Plaid instead of a Model S Plaid Plus and will likely ask for their deposits back.\nWhat Tesla did is like Ferrari or Porsche telling its customers that one of their much-hyped new performance models is now not being sold because the base model was just as good! Car fanatics, like myself, like the latest and greatest engineering tidbits, so we would rather cancel our orders versus settle for a base model.\nThe good news for Tesla is that its China sales in May resurged to 21,936, up sharply from 11,671 in April. The company’s sales tend to spike at the end of each quarter. For example, Tesla sold 35,478 vehicles in China in March, which was the strongest month ever in China.\nThis is raising expectations for very strong China sales in June, especially now that the Model Y is being manufactured in Shanghai. Interestingly, since most Chinese Teslas are now made with iron phosphate batteries, these vehicles have lower range than its lithium cobalt vehicles, but its iron phosphate vehicles are cheaper and now increasingly being exported to Europe.\nHowever, I’m convinced another electric vehicle (EV) company will eventually displace Tesla as the biggest manufacturer of EVs in China.\nTaking Advantage of the EV Revolution’s Profit Potential\nI’m talking about Nio, Inc.(NYSE:NIO). The reality is that this company is on the verge of dominating the EV market in China and Hong Kong. It’s why I put NIO on myPlatinum Growth ClubModel Portfolio back in February.\nThe company boasts that it is the “next-generation car company,” as it designs and manufactures electric vehicles that utilize the latest technologies in connectivity, autonomous driving and artificial intelligence (AI). NIO currently offers an electric seven-seater SUV (ES8) and a five-seater electric SUV (ES6) and recently introduced an attractive electric sedan (ET7). Its vehicles utilize NOMI, an in-vehicle artificial intelligence assistant.\nThe company is also partnering with cutting-edge chip companies likeNVIDIA Corporation(NASDAQ:NVDA), another one of myPlatinum Growth ClubModel Portfolio stocks. NIO plans to use the NVIDIA DRIVE Orin system-on-a-chip for its electric vehicles that will provide autonomous driving capabilities. The NVIDIA DRIVE Orin-powered supercomputer, which is being called Adam, will be launched in the ET7 sedan in China in 2022. Announcements like this are very positive, so NIO has been stealing some of Tesla’s thunder lately.\nNow, it’s important to note that NIO was bailed out by the Chinese government. Last year, the Chinese government injected $1 billion and now has a 24% ownership in the company. The reality is that China wants to dominate at least five major industries by 2025, and NIO is now its ticket to dominate EV manufacturing.\nWith the backing of the Chinese government, some Wall Street firms are eager to help NIO by issuing new debt or equity. So, I wouldn’t be surprised if NIO surpasses Tesla, which is currently number-two in China, for market share in the upcoming years.\nThat means, if you missed Tesla’s parabolic run like I did, NIO is essentially giving us a “second chance” to make money in a potentially explosive electric vehicle company.\nShares of NIO climbed nearly 13% since the company’s June 4 announcement of its May delivery report and positive analyst comments, while Tesla shares rose almost 3%. First, NIO revealed that the global chip shortage is starting to take a toll on its business. NIO only delivered 6,711 vehicles in May, or a 5.5% decline from April’s deliveries. Company management noted that deliveries were “adversely impacted for several days due to the volatility of semiconductor supply and certain logistical adjustments.”\nInterestingly, despite the month-to-month dip, NIO’s deliveries were still up 95.3% year-over-year. Strong demand in China even inspired a Citigroup analyst to upgrade NIO to a buy rating, as he expects demand to accelerate in the coming months.\nIn other words, NIO represents thecrème de la crèmeof EV stocks right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125721517,"gmtCreate":1624696107239,"gmtModify":1703843829176,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125721517","repostId":"1108941456","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122621741,"gmtCreate":1624618416483,"gmtModify":1703841839260,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122621741","repostId":"2146023165","repostType":4,"repost":{"id":"2146023165","pubTimestamp":1624614720,"share":"https://www.laohu8.com/m/news/2146023165?lang=&edition=full","pubTime":"2021-06-25 17:52","market":"us","language":"en","title":"Microsoft sent a strong signal to developers that could hurt Apple and Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023165","media":"Yahoo Finance","summary":"Microsoft launched a broadside against rivals Apple and Google on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.“Windows has always stood for sovereignty for creators and agency for consumer","content":"<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.</p>\n<p>That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.</p>\n<p>“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”</p>\n<p>The move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.</p>\n<p>Apple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.</p>\n<p>Google, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.</p>\n<h3><b>Microsoft has been criticizing Apple’s policies</b></h3>\n<p>This isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.</p>\n<p>More recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.</p>\n<p>That led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and <a href=\"https://laohu8.com/S/FB\">Facebook</a>.</p>\n<p><img src=\"https://static.tigerbbs.com/d92ddac610658f60945c72fc4da23210\" tg-width=\"1024\" tg-height=\"640\" referrerpolicy=\"no-referrer\">Microsoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft</p>\n<p>Microsoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.</p>\n<p>Epic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.</p>\n<p>Epic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.</p>\n<h3><b>Microsoft could win over developers</b></h3>\n<p>With its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.</p>\n<p>While Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft sent a strong signal to developers that could hurt Apple and Google</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft sent a strong signal to developers that could hurt Apple and Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 17:52 GMT+8 <a href=https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","GOOG":"谷歌","AAPL":"苹果","MSFT":"微软","03086":"华夏纳指","GOOGL":"谷歌A","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2146023165","content_text":"Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.\nThat’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.\n“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”\nThe move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.\nApple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.\nGoogle, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.\nMicrosoft has been criticizing Apple’s policies\nThis isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.\nMore recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.\nThat led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and Facebook.\nMicrosoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft\nMicrosoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.\nEpic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.\nEpic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.\nMicrosoft could win over developers\nWith its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.\nWhile Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164215101,"gmtCreate":1624207081903,"gmtModify":1703830663626,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and share","listText":"Like and share","text":"Like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164215101","repostId":"1166679093","repostType":4,"repost":{"id":"1166679093","pubTimestamp":1624065234,"share":"https://www.laohu8.com/m/news/1166679093?lang=&edition=full","pubTime":"2021-06-19 09:13","market":"us","language":"en","title":"3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166679093","media":"fool","summary":"Meme stocks have been all the rage so far this year. That's understandable, with several of them del","content":"<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.</p>\n<p>However, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.</p>\n<p>AMC Entertainment</p>\n<p><b>AMC Entertainment</b>(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.</p>\n<p>The consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.</p>\n<p>But isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.</p>\n<p>However, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.</p>\n<p>Clover Health Investments</p>\n<p>Only a few days ago, it looked like <b>Clover Health Investments</b>(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.</p>\n<p>Since the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.</p>\n<p>Clover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.</p>\n<p>Still, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.</p>\n<p>Sundial Growers</p>\n<p>At one point earlier this year, <b>Sundial Growers</b>(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.</p>\n<p>Analysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.</p>\n<p>There certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.</p>\n<p>Sundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.</p>\n<p>However, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the <b>Nasdaq</b> stock exchange.</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>3 Meme Stocks Wall Street Predicts Will Plunge More Than 20%</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 Meme Stocks Wall Street Predicts Will Plunge More Than 20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 09:13 GMT+8 <a href=https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.\nHowever, what goes up can come down. ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp","AMC":"AMC院线","SNDL":"SNDL Inc."},"source_url":"https://www.fool.com/investing/2021/06/18/3-meme-stocks-wall-street-predicts-will-plunge-mor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166679093","content_text":"Meme stocks have been all the rage so far this year. That's understandable, with several of them delivering triple-digit and even four-digit percentage gains.\nHowever, what goes up can come down. Analysts don't expect the online frenzy fueling the ginormous jumps for some of the most popular stocks will be sustainable. Here are three meme stocks that Wall Street thinks will plunge by more than 20% within the next 12 months.\nAMC Entertainment\nAMC Entertainment(NYSE:AMC)ranks as the best-performing meme stock of all. Shares of the movie theater operator have skyrocketed close to 2,500% year to date.\nThe consensus among analysts, though, is that the stock could lose 90% of its current value. Even the most optimistic analyst surveyed by Refinitiv has a price target for AMC that's more than 70% below the current share price.\nBut isn't AMC's business picking up? Yep. The easing of restrictions has enabled the company to reopen 99% of its U.S. theaters. AMC could benefit as seating capacity limitations imposed by state and local governments are raised. Thereleases of multiple movies this summerand later this year that are likely to be hits should also help.\nHowever, Wall Street clearly believes that AMC's share price has gotten way ahead of its business prospects. The stock is trading at nearly eight times higher than it was before the COVID-19 pandemic.\nClover Health Investments\nOnly a few days ago, it looked like Clover Health Investments(NASDAQ:CLOV)might push AMC to the side as the hottest meme stock. Retail investors viewed Clover as a primeshort squeezecandidate.\nSince the beginning of June, shares of Clover Health have jumped more than 65%. Analysts, however, don't expect those gains to last. The average price target for the stock is 25% below the current share price.\nClover Health's valuation does seem to have gotten out of hand. The healthcare stock currently trades at more than 170 times trailing-12-month sales. That's a nosebleed level, especially considering that the company is the subject of investigations by the U.S. Department of Justice and the Securities and Exchange Commission.\nStill, Clover Health could deliver improving financial results this year. The company hopes to significantly increase its membership by targeting the original Medicare program. This represents a major new market opportunity in addition to its current Medicare Advantage business.\nSundial Growers\nAt one point earlier this year, Sundial Growers(NASDAQ:SNDL)appeared to be a legitimate contender to become the biggest winner among meme stocks. The Canadian marijuana stock vaulted more than 520% higher year to date before giving up much of its gains. However, Sundial's share price has still more than doubled in 2021.\nAnalysts anticipate that the pot stock could fall even further. The consensus price target for Sundial reflects a 23% discount to its current share price. One analyst even thinks the stock could sink 55%.\nThere certainly are reasons to be pessimistic about Sundial's core cannabis business. The company's net cannabis revenue fell year over year in the first quarter of 2021. Although Sundial is taking steps that it hopes will turn things around, it remains to be seen if those efforts will succeed.\nSundial's business deals could give investors reasons for optimism. After all, the company posted positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q1 due to its investments.\nHowever, the cash that Sundial is using to make these investments has come at the cost of increased dilution of its stock. The company can't afford any additional dilution without having to resort to desperate measures to keep its listing on the Nasdaq stock exchange.","news_type":1},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162315631,"gmtCreate":1624034370823,"gmtModify":1703827350582,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/162315631","repostId":"1138062216","repostType":4,"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126048355,"gmtCreate":1624539698177,"gmtModify":1703839742831,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126048355","repostId":"1198422658","repostType":4,"repost":{"id":"1198422658","pubTimestamp":1624533829,"share":"https://www.laohu8.com/m/news/1198422658?lang=&edition=full","pubTime":"2021-06-24 19:23","market":"us","language":"en","title":"Is Amazon Stock A Better Buy Than Apple Through 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1198422658","media":"The Street","summary":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?At first glance, Apple -Get Report and Amazon -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.First, I find it hig","content":"<blockquote>\n Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n</blockquote>\n<p>At first glance, Apple (<b>AAPL</b>) -Get Report and Amazon (<b>AMZN</b>) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.</p>\n<p>But the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?</p>\n<p><b>AAPL and AMZN: same valuation?</b></p>\n<p>The P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.</p>\n<p>Amazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.</p>\n<p>By 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:</p>\n<ul>\n <li><b>Amazon</b>: 2025 EPS of $172.30, for a P/E of<b>20.4</b>times</li>\n <li><b>Apple</b>: fiscal 2025 EPS of $6.30, for a P/E of<b>21.2</b>times</li>\n</ul>\n<p>Given enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.</p>\n<p><b>Which is the best bet?</b></p>\n<p>If Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.</p>\n<p>From the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.</p>\n<p>Clearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.</p>\n<p>First, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.</p>\n<p>This is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.</p>\n<p>Regarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.</p>\n<p>In addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.</p>\n<p><img src=\"https://static.tigerbbs.com/0e59ae6a459751303dfd48c45ae47f99\" tg-width=\"700\" tg-height=\"199\" referrerpolicy=\"no-referrer\"><i>Figure 2: AMZN gross margin vs. operating margin.</i></p>\n<p><i>Stock Rover</i></p>\n<p><b>Twitter speaks</b></p>\n<p>Fun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?</p>\n<p><img src=\"https://static.tigerbbs.com/e56ed880cf0d62550fc0ee752a46efff\" tg-width=\"568\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Amazon Stock A Better Buy Than Apple Through 2025?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock A Better Buy Than Apple Through 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 19:23 GMT+8 <a href=https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.thestreet.com/amazon/stock/is-amazon-stock-a-better-buy-than-apple-through-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198422658","content_text":"Amazon shares may seem much pricier than Apple today, but the valuation gap should narrow over time. With both stocks valued at 21 times 2025 earnings, which is a better buy today?\n\nAt first glance, Apple (AAPL) -Get Report and Amazon (AMZN) -Get Report stocks appeal to two distinct group of investors. The former, trading at 26 times current earnings, is a blend of value and growth, what some might call a GARP play. The latter, trading at 64 times EPS, is the highest growth of FAAMG names.\nBut the Amazon Maven has unearthed an interesting finding. Both AAPL and AMZN are worth almost the same, in P/E terms, if one were to look forward to 2025. At comparable valuations, which is a better buy-and-hold through the mid-2020s?\nAAPL and AMZN: same valuation?\nThe P/E multiple is a popular valuation metric that adds context to a stock’s market price. The numerator tends to be prior-year (trailing), current-year or next-year (forward) earnings per share.\nAmazon commands a higher multiple, among other reasons, because of the company’s more aggressive growth profile. Wall Street expects the e-commerce giant to increase EPS by a factor of four in the next five years. Apple, on the other hand, is project to “only” double earnings in the same period.\nBy 2025, this is what analysts expect of each company’s bottom line, and what the stock’s P/E would be if share prices remained unchanged:\n\nAmazon: 2025 EPS of $172.30, for a P/E of20.4times\nApple: fiscal 2025 EPS of $6.30, for a P/E of21.2times\n\nGiven enough time and assuming that current earnings projections are close enough to accurate, Amazon tends to become a less aggressively valued stock by the year. Maybe one day, in the not-too-distant future, shares could even start to look more appealing to value investors.\nWhich is the best bet?\nIf Amazon and Apple are valued at roughly the same 2025 P/E, one fair question to ask is: which stock might perform best in the next five years? I can use the earnings multiple as a guide to think through this question.\nFrom the P/E formula, one can derive the following: future stock price is determined by the company’s earnings delivered (the denominator “E”) and how much investors are willing to pay for those earnings (the valuation multiple). Therefore, in the Amazon vs. Apple race to 2025, whichever does best at delivering EPS above consensus and/or commanding a richer earnings multiple wins.\nClearly, this is open for debate since the future in uncertain. But I believe that Amazon stock has a better chance of producing higher gains than Apple through 2025.\nFirst, I find it highly unlikely that AMZN’s earnings multiple will converge from the 60s of today to the low 20s in 2025. This would only be feasible if the company’s growth opportunities dried out quickly, which I am not counting on. On the other hand, Apple’s P/E is more likely to stay around 20 to 25 times, given the more mature profile of the company relative to Amazon.\nThis is not to say that I expect Amazon’s P/E to expand from 64 times. The opposite is more likely to happen, as the company ages. But if the stock is valued at, say, 40 times EPS in 2025, Amazon would not even need to deliver results beyond expectations to see its stock price double in five years.\nRegarding consensus, I also think that Amazon can beat expectations by a wider margin than Apple could. The e-commerce giant has been more aggressive at investing back in the business. The green- and brown-field revenue growth opportunities in e-commerce and cloud seem better.\nIn addition, Amazon’s margins could expand substantially (see five-year trend below), if or once the company’s online retail business gets closer to maturity. Apple could also improve its margin profile but probably much less so, given how profitable the company already is.\nFigure 2: AMZN gross margin vs. operating margin.\nStock Rover\nTwitter speaks\nFun fact: Amazon and Apple stock trade at roughly the same 2025 P/E (i.e. 2025 earnings in the denominator) of around 21 times, even though AMZN seems much more expensive at today’s valuations. Which do you think will produce more gains in the next five years?","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120775200,"gmtCreate":1624340755700,"gmtModify":1703833956225,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and share","listText":"Like and share","text":"Like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120775200","repostId":"1116451605","repostType":4,"repost":{"id":"1116451605","pubTimestamp":1624332973,"share":"https://www.laohu8.com/m/news/1116451605?lang=&edition=full","pubTime":"2021-06-22 11:36","market":"us","language":"en","title":"Inflation is a problem for sustainable investors — but these stocks will ride it out, Bernstein says","url":"https://stock-news.laohu8.com/highlight/detail?id=1116451605","media":"cnbc","summary":"Rising inflation can be a “big problem” for sustainable investors, according to Bernstein, which nam","content":"<div>\n<p>Rising inflation can be a “big problem” for sustainable investors, according to Bernstein, which named the best stocks to ride out this trend.\nThe bank said that inflation, and the potential for ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/21/esg-investing-inflations-a-problem-but-you-can-still-make-money-bernstein-says.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation is a problem for sustainable investors — but these stocks will ride it out, Bernstein says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 11:36 GMT+8 <a href=https://www.cnbc.com/2021/06/21/esg-investing-inflations-a-problem-but-you-can-still-make-money-bernstein-says.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation can be a “big problem” for sustainable investors, according to Bernstein, which named the best stocks to ride out this trend.\nThe bank said that inflation, and the potential for ...</p>\n\n<a href=\"https://www.cnbc.com/2021/06/21/esg-investing-inflations-a-problem-but-you-can-still-make-money-bernstein-says.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","HD":"家得宝","PEP":"百事可乐"},"source_url":"https://www.cnbc.com/2021/06/21/esg-investing-inflations-a-problem-but-you-can-still-make-money-bernstein-says.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1116451605","content_text":"Rising inflation can be a “big problem” for sustainable investors, according to Bernstein, which named the best stocks to ride out this trend.\nThe bank said that inflation, and the potential for higher inflation, reflect “the single most important narrative” driving markets and investor concerns this year.\nIt’s already impacted environmental, social and governance (ESG) stocks in a big way. Clean energy stocks are down roughly 20% this year on an absolute basis, while energy, commodities, defense and tobacco stocks have all outperformed. This sharp contrast comes despite flows into ESG funds continuing at a record pace.\nRising prices will likely continue to pose a significant challenge for ESG funds in particular, Bernstein said, but added that there are a number of ways for these investors to lower their risk exposure.\nIn a note published June 10, Bernstein screened for ESG stocks in the U.S., Europe and Asia that are best positioned for rising inflation.\nBernstein screened for the stocks by considering three ways that sustainable investors could brace for a rising inflationary environment:\n1. Seeking out high-scoring ESG stocks that are positively exposed to rising bond yields.\n2. Investing in high-scoring ESG stocks which have robust pricing power.\n3. Identifying companies that have increased exposure to the energy, commodities and financials sectors.\nIn considering stocks that should be in an ESG portfolio, Bernstein recognized that investors may struggle to prioritize so-called “sin” stocks, such as energy and commodity companies, although these “value” stocks usually perform well when inflation and bond yields rise. Value stocks are seen as being underappreciated by the market.\nBernstein also highlighted that financials tend to be left on the sidelines by ESG investors, since measuring their environmental credentials can be tricky.\nU.S.\nThe analysts said that U.S. ESG funds are “not that well positioned” for inflation because they tend to be underweight on so-called value stocks. The bank did, however, single outState Street,LearandBank of New York Mellonamong its top picks of those positively exposed to rising bond yields. The three U.S. firms were found to score in the top quintile on “environment,” according to data from Sustainalytics, and had a positive correlation with U.S. 10-year bond yields over the past 12 months.\nHome Depot,Adobe,PepsiCo were named by Bernstein as being among the stocks with the highest pricing power and ESG scores.\nEurope\nESG funds in Europe were found to be particularly exposed to rising inflation and the bank said tighter constraints and regulations on sustainability made lowering inflation risk more difficult than in other regions.\nNonetheless,ING,EniandTotalEnergieswere picked out among the region’s high-scoring ESG stocks within industries that are positively exposed to rising bond yields.Neste,Norsk HydroandKingfisherwere all cited as top picks when it comes to strong pricing power and high ESG scores, the analysts at Bernstein said.\nAsia\nAsian ESG funds are better positioned than their counterparts in the U.S. and Europe, the bank said. This is likely to reflect the fact that ESG investing is still in an early stage in the region and many investors are predominantly focused on environmental issues rather than fully integrating social and governance considerations, the bank said.\nAmong the bank’s high-scoring “improver” stocks in the region that are positively exposed to rising U.S. bond yields areMelco Resorts,Trip.comandAdani Ports and Special Economic Zone.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167570861,"gmtCreate":1624279756853,"gmtModify":1703832263132,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like and comment!","listText":"Like and comment!","text":"Like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167570861","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168385369,"gmtCreate":1623950950851,"gmtModify":1703824570110,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168385369","repostId":"1162782159","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161536148,"gmtCreate":1623933923084,"gmtModify":1703823834988,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161536148","repostId":"1175132084","repostType":4,"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187622489,"gmtCreate":1623752893241,"gmtModify":1704210535543,"author":{"id":"3582030361475149","authorId":"3582030361475149","name":"zenusoul","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Please like and comment!","listText":"Please like and comment!","text":"Please like and comment!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187622489","repostId":"1193778475","repostType":4,"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}