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2021-07-24

What’s a good price to buy Nio?

Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks

2021-07-23

What’s happening?

2021-07-22

Will it drop further? Pick??

2021-07-21

Hmm

Delta variant: ‘A perfect storm is brewing’ in certain parts America, health official explains

2021-07-19

$Exela Technologies, Inc.(XELA)$Disappointing :(

2021-07-19

Good price to continue buying?

2021-07-19

Is this a good price to buy?

2021-07-17

$Palantir Technologies Inc.(PLTR)$Let’s go up!!

2021-07-16

Please don’t drop further…

2021-07-16

Is it too high to buy now?

2021-07-15

Hold or sell? Will it drop further?

2021-07-14

Come on BAC

Bank of America, Stifel downgrade Conagra Brands, citing inflation pressures

2021-07-14

$Bank of America(BAC)$What the heck?? Pls BAC dont do this

2021-07-14

$XIAOMI-W(01810)$Go higher pls

2021-07-14

Views???

2021-07-13

Pfizer vs moderna… which to buy hmmm

Sorry, the original content has been removed

2021-07-13

$XIAOMI-W(01810)$chance to go up further?

2021-07-13

Good buy???

2021-07-12

Agree

Sorry, the original content has been removed

2021-07-12

ETF good buy?

Go to Tiger App to see more news

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What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV 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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175079063,"gmtCreate":1627000429552,"gmtModify":1703482102214,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"What’s happening?&nbsp;","listText":"What’s happening?&nbsp;","text":"What’s happening?","images":[{"img":"https://static.tigerbbs.com/9b126c71fcb518af2fb45ea5ba4107e4","width":"1125","height":"3654"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175079063","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172210120,"gmtCreate":1626962046560,"gmtModify":1703481453314,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Will it drop further? Pick??","listText":"Will it drop further? Pick??","text":"Will it drop further? Pick??","images":[{"img":"https://static.tigerbbs.com/a02731c55a46876e7151b32b9cabecaf","width":"1125","height":"2605"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172210120","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":178535972,"gmtCreate":1626826917596,"gmtModify":1703765860353,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/178535972","repostId":"2153694773","repostType":4,"repost":{"id":"2153694773","kind":"news","pubTimestamp":1626825840,"share":"https://ttm.financial/m/news/2153694773?lang=&edition=fundamental","pubTime":"2021-07-21 08:04","market":"us","language":"en","title":"Delta variant: ‘A perfect storm is brewing’ in certain parts America, health official explains","url":"https://stock-news.laohu8.com/highlight/detail?id=2153694773","media":"Yahoo Finance","summary":"Unvaccinated individuals are experiencing a sharp rise in new coronavirus cases as the Delta variant","content":"<p>Unvaccinated individuals are experiencing a sharp rise in new coronavirus cases as the Delta variant becomes increasingly pervasive across the U.S.</p>\n<p>According to CDC Director Rochelle Walensky, the Delta variant now accounts for 83% of all COVID cases in the U.S., a 33% increase from two weeks ago. Walensky added that 99.5% of all COVID-related deaths in the country over recent months have been among unvaccinated Americans.</p>\n<p>“This is a critical time during our pandemic and particularly we worry about regions like the Southeast, the South, and mountain states where it’s a perfect storm brewing — low vaccination rates, lack of mitigation measures, high prevalence of the Delta variant, cases going up, testing down, positivity rates high, hospitalizations high,” Dr. Anand Parekh, chief medical advisor at the Bipartisan Policy Center and former deputy assistant secretary at Health and Human Services (HHS), said on Yahoo Finance Live (video above).</p>\n<p>Current COVID-19 hot spots in the U.S. include Missouri, Arkansas, and Florida, according to the Mayo Clinic, highlighting Parekh's point. Florida now leads the U.S. in COVID cases, accounting for roughly 20% of all new infections in the country.</p>\n<p>“That’s really driving what we’re seeing nationally: a three-fold increase in cases up to about 30,000 seven-day average, hospitalizations going up,” Parekh said. “Again, the vaccinations are the answer here, and masking will be critical as well.”</p>\n<h2><b>'What I'm most worried about is disinformation'</b></h2>\n<p>Most of the remaining unvaccinated Americans haven’t budged from their positions of opting out of the vaccine.</p>\n<p>A recent poll of 1,715 U.S. adults from Yahoo News/YouGov found that only 29% of them believe the virus is more dangerous than the vaccines. Meanwhile, 37% believe vaccines pose more of a risk.</p>\n<p>“What I’m most worried about is disinformation, which is the willful or falsification of information,” Parekh said. “That has to be priority number <a href=\"https://laohu8.com/S/AONE.U\">one</a>. That just cannot be acceptable … It’s really important to get at the disinformation piece. The misinformation we’re going to have to continue to work on. That’s education, but combating disinformation needs to be the number one priority.”</p>\n<p>Social media plays a major role in disseminating disinformation. <a href=\"https://laohu8.com/S/FB\">Facebook</a> (FB) has recently come under fire for not doing enough to stop COVID-related disinformation on its platform, with President Biden going so far as to say companies like Facebook were \"killing people.\"</p>\n<p>“At the end of the day, Americans will have to decide for themselves,” Parekh said. “I hope that everyone gets vaccinated, but Americans should have the facts to make the decision. But disinformation, when you have actors out there that are willingly falsifying information, I think absolutely private sector partners such as the tech industry need to take steps. They need to be public about the steps they’re taking.”</p>\n<p><img src=\"https://static.tigerbbs.com/ae79e9eeac0975a915c28565c89eff0c\" tg-width=\"5464\" tg-height=\"3643\" referrerpolicy=\"no-referrer\">President Biden reiterated his hope that Facebook will better police vaccine misinformation on their platform on July 19, 2021 in Washington, DC. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images</p>\n<h2><b>'V</b>accination is really our route out of this pandemic'</h2>\n<p>While disinformation continues spreading, more and more vulnerable Americans are falling ill to the virus.</p>\n<p>Hospitalizations are up 45% and deaths are up 75% over the span of the past two weeks, despite testing decreasing by 13%. The pace of vaccinations has begun to flatten out as well.</p>\n<p>“In America, you have two realities,” Parekh said. “One for those Americans who are vaccinated, who are protected from the Delta variant, and those who are unvaccinated, who are facing a threat like they’ve never seen before. This Delta variant is not the same virus that we saw a year ago. It’s highly transmissible. It may even lead to more severe illness.”</p>\n<p>For vaccinated individuals, their job is done for the most part, though Parekh did recommend still wearing face masks to prevent potential breakthrough infections, which are exceedingly rare.</p>\n<p>“Masking is important because it breaks chains of transmission,” Parekh said. “Masking is important to reduce transmission as well as to protect yourself. We know both of those are true. It’s protecting others who may not be vaccinated. It also protects yourself from potential breakthrough infections.”</p>\n<p>Because of the recent surge in cases, some cities and counties have reinstated mask mandates, irrespective of vaccination status, including places like Los Angeles County and the San Francisco Bay Area.</p>\n<p>“I think the message is, particularly for those unvaccinated, that vaccination is really our route out of this pandemic,” Parekh said. “Until you get vaccinated, masking in public is also going to be critical as well.”</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>Delta variant: ‘A perfect storm is brewing’ in certain parts America, health official explains</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\">\nDelta variant: ‘A perfect storm is brewing’ in certain parts America, health official explains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 08:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/delta-variant-perfect-storm-south-west-183200656.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Unvaccinated individuals are experiencing a sharp rise in new coronavirus cases as the Delta variant becomes increasingly pervasive across the U.S.\nAccording to CDC Director Rochelle Walensky, the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/delta-variant-perfect-storm-south-west-183200656.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://finance.yahoo.com/news/delta-variant-perfect-storm-south-west-183200656.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2153694773","content_text":"Unvaccinated individuals are experiencing a sharp rise in new coronavirus cases as the Delta variant becomes increasingly pervasive across the U.S.\nAccording to CDC Director Rochelle Walensky, the Delta variant now accounts for 83% of all COVID cases in the U.S., a 33% increase from two weeks ago. Walensky added that 99.5% of all COVID-related deaths in the country over recent months have been among unvaccinated Americans.\n“This is a critical time during our pandemic and particularly we worry about regions like the Southeast, the South, and mountain states where it’s a perfect storm brewing — low vaccination rates, lack of mitigation measures, high prevalence of the Delta variant, cases going up, testing down, positivity rates high, hospitalizations high,” Dr. Anand Parekh, chief medical advisor at the Bipartisan Policy Center and former deputy assistant secretary at Health and Human Services (HHS), said on Yahoo Finance Live (video above).\nCurrent COVID-19 hot spots in the U.S. include Missouri, Arkansas, and Florida, according to the Mayo Clinic, highlighting Parekh's point. Florida now leads the U.S. in COVID cases, accounting for roughly 20% of all new infections in the country.\n“That’s really driving what we’re seeing nationally: a three-fold increase in cases up to about 30,000 seven-day average, hospitalizations going up,” Parekh said. “Again, the vaccinations are the answer here, and masking will be critical as well.”\n'What I'm most worried about is disinformation'\nMost of the remaining unvaccinated Americans haven’t budged from their positions of opting out of the vaccine.\nA recent poll of 1,715 U.S. adults from Yahoo News/YouGov found that only 29% of them believe the virus is more dangerous than the vaccines. Meanwhile, 37% believe vaccines pose more of a risk.\n“What I’m most worried about is disinformation, which is the willful or falsification of information,” Parekh said. “That has to be priority number one. That just cannot be acceptable … It’s really important to get at the disinformation piece. The misinformation we’re going to have to continue to work on. That’s education, but combating disinformation needs to be the number one priority.”\nSocial media plays a major role in disseminating disinformation. Facebook (FB) has recently come under fire for not doing enough to stop COVID-related disinformation on its platform, with President Biden going so far as to say companies like Facebook were \"killing people.\"\n“At the end of the day, Americans will have to decide for themselves,” Parekh said. “I hope that everyone gets vaccinated, but Americans should have the facts to make the decision. But disinformation, when you have actors out there that are willingly falsifying information, I think absolutely private sector partners such as the tech industry need to take steps. They need to be public about the steps they’re taking.”\nPresident Biden reiterated his hope that Facebook will better police vaccine misinformation on their platform on July 19, 2021 in Washington, DC. (Photo by Drew Angerer/Getty Images)Drew Angerer via Getty Images\n'Vaccination is really our route out of this pandemic'\nWhile disinformation continues spreading, more and more vulnerable Americans are falling ill to the virus.\nHospitalizations are up 45% and deaths are up 75% over the span of the past two weeks, despite testing decreasing by 13%. The pace of vaccinations has begun to flatten out as well.\n“In America, you have two realities,” Parekh said. “One for those Americans who are vaccinated, who are protected from the Delta variant, and those who are unvaccinated, who are facing a threat like they’ve never seen before. This Delta variant is not the same virus that we saw a year ago. It’s highly transmissible. It may even lead to more severe illness.”\nFor vaccinated individuals, their job is done for the most part, though Parekh did recommend still wearing face masks to prevent potential breakthrough infections, which are exceedingly rare.\n“Masking is important because it breaks chains of transmission,” Parekh said. “Masking is important to reduce transmission as well as to protect yourself. We know both of those are true. It’s protecting others who may not be vaccinated. It also protects yourself from potential breakthrough infections.”\nBecause of the recent surge in cases, some cities and counties have reinstated mask mandates, irrespective of vaccination status, including places like Los Angeles County and the San Francisco Bay Area.\n“I think the message is, particularly for those unvaccinated, that vaccination is really our route out of this pandemic,” Parekh said. “Until you get vaccinated, masking in public is also going to be critical as well.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173850600,"gmtCreate":1626654072800,"gmtModify":1703762672068,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Disappointing :(","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Disappointing :(","text":"$Exela Technologies, Inc.(XELA)$Disappointing :(","images":[{"img":"https://static.tigerbbs.com/c0901da7b48e2323d03788a85fd89ef4","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/173850600","isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":173827650,"gmtCreate":1626654026170,"gmtModify":1703762670767,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Good price to continue buying?","listText":"Good price to continue buying?","text":"Good price to continue buying?","images":[{"img":"https://static.tigerbbs.com/5a53864ba710470d328dc51bd2af6424","width":"1125","height":"3068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173827650","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":173827037,"gmtCreate":1626653988629,"gmtModify":1703762670281,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Is this a good price to buy?","listText":"Is this a good price to buy?","text":"Is this a good price to buy?","images":[{"img":"https://static.tigerbbs.com/ff140c21801afa8cbc0f4bfb62b9cc70","width":"1125","height":"3068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173827037","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":170724888,"gmtCreate":1626453778244,"gmtModify":1703760568928,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Let’s go up!!","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Let’s go up!!","text":"$Palantir Technologies Inc.(PLTR)$Let’s go up!!","images":[{"img":"https://static.tigerbbs.com/abab7026a29f99a187a5ada2f9e1df5d","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170724888","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":170135203,"gmtCreate":1626410979702,"gmtModify":1703759646101,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Please don’t drop further…&nbsp;","listText":"Please don’t drop further…&nbsp;","text":"Please don’t drop further…","images":[{"img":"https://static.tigerbbs.com/f469d80fd7902b1cdfe2a7b5f1a23d95","width":"1125","height":"2425"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170135203","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":170132420,"gmtCreate":1626410902260,"gmtModify":1703759644590,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Is it too high to buy now?","listText":"Is it too high to buy now?","text":"Is it too high to buy now?","images":[{"img":"https://static.tigerbbs.com/51f80c0cb9e6aa69fc5852b8df7c2fa2","width":"1125","height":"2507"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170132420","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":144701677,"gmtCreate":1626312771799,"gmtModify":1703757629786,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Hold or sell? Will it drop further?","listText":"Hold or sell? Will it drop further?","text":"Hold or sell? Will it drop further?","images":[{"img":"https://static.tigerbbs.com/a5ad3fe50923f38d717d1e8fe31b66c8","width":"1125","height":"2588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144701677","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":144308702,"gmtCreate":1626265814806,"gmtModify":1703756629832,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Come on BAC","listText":"Come on BAC","text":"Come on BAC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144308702","repostId":"1142748736","repostType":4,"repost":{"id":"1142748736","kind":"news","pubTimestamp":1626263038,"share":"https://ttm.financial/m/news/1142748736?lang=&edition=fundamental","pubTime":"2021-07-14 19:43","market":"us","language":"en","title":"Bank of America, Stifel downgrade Conagra Brands, citing inflation pressures","url":"https://stock-news.laohu8.com/highlight/detail?id=1142748736","media":"CNBC","summary":"Rising inflation has put the bull case forConagra Brandson pause until the company can hike prices t","content":"<div>\n<p>Rising inflation has put the bull case forConagra Brandson pause until the company can hike prices to build their margins back up, according to two Wall Street firms.\nBank of America and Stifel ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/14/conagra-downgrade-bank-of-america-stifel-inflation.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>Bank of America, Stifel downgrade Conagra Brands, citing inflation pressures</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\">\nBank of America, Stifel downgrade Conagra Brands, citing inflation pressures\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 19:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/14/conagra-downgrade-bank-of-america-stifel-inflation.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation has put the bull case forConagra Brandson pause until the company can hike prices to build their margins back up, according to two Wall Street firms.\nBank of America and Stifel ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/14/conagra-downgrade-bank-of-america-stifel-inflation.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAG":"康尼格拉"},"source_url":"https://www.cnbc.com/2021/07/14/conagra-downgrade-bank-of-america-stifel-inflation.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1142748736","content_text":"Rising inflation has put the bull case forConagra Brandson pause until the company can hike prices to build their margins back up, according to two Wall Street firms.\nBank of America and Stifel downgraded the consumers staple stock to neutral and hold, respectively, after Conagra reported its fiscal fourth-quarter results on Tuesday and gave updated guidance.\nThe company beat Wall Street expectations and announced a dividend hike. However, Conagra also announced that raising prices would weigh on margins in the year ahead, especially during the current quarter. Shares dropped 5.4% on Tuesday after the report.\nStifel analyst Christopher Growe said in a note to clients that that the guidance showed Conagra was in an “inflation air pocket.”\n“We see the shares remaining in a holding pattern as the company executes its pricing initiatives and experiences the lag in pricing in relation to rampant inflation,” Growe said. “We believe the negative reaction to Conagra’s updated (lowered) guidance for operating margin and EPS today likely served as a clearing event for the shares, although we continue to see risk to the earnings outlook to the degree pricing continues to lag inflation.”\nBank of America’s Bryan Spillane also said in a note to clients that Conagra’s stock would struggle to move higher until pricing was under control.\n“In our view, FY22 will be akin to a transition year as CAG takes action to combat inflation while at the same time cycles difficult, COVID-related volume comparisons,” Spillane said.\nBank of America cut its price target on the stock to $36 per share from $44, while Stifel lowered its target to $35 per share from $39.\nConagra closed at just a shade under $34 per share on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144301263,"gmtCreate":1626265729852,"gmtModify":1703756628045,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>What the heck?? Pls BAC dont do this&nbsp;","listText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>What the heck?? Pls BAC dont do this&nbsp;","text":"$Bank of America(BAC)$What the heck?? Pls BAC dont do this","images":[{"img":"https://static.tigerbbs.com/695be1cf005f6ddba32d86fc20f95a8d","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/144301263","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":145568887,"gmtCreate":1626230983249,"gmtModify":1703755987958,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>Go higher pls","listText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>Go higher pls","text":"$XIAOMI-W(01810)$Go higher pls","images":[{"img":"https://static.tigerbbs.com/99082539249046c24516926bd21c4b23","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145568887","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":145568012,"gmtCreate":1626230951636,"gmtModify":1703755987796,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Views???","listText":"Views???","text":"Views???","images":[{"img":"https://static.tigerbbs.com/134537420aec9e6efb5f779cbb58cb08","width":"1125","height":"1974"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/145568012","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":142189091,"gmtCreate":1626136437013,"gmtModify":1703753978013,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Pfizer vs moderna… which to buy hmmm","listText":"Pfizer vs moderna… which to buy hmmm","text":"Pfizer vs moderna… which to buy hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/142189091","repostId":"2150346538","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142117263,"gmtCreate":1626136392852,"gmtModify":1703753976375,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>chance to go up further?","listText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>chance to go up further?","text":"$XIAOMI-W(01810)$chance to go up further?","images":[{"img":"https://static.tigerbbs.com/d3b9240ce7842009795c78d5bc1a9fcd","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142117263","isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":142112746,"gmtCreate":1626136288085,"gmtModify":1703753972226,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Good buy???","listText":"Good buy???","text":"Good buy???","images":[{"img":"https://static.tigerbbs.com/0e9729e8735c751ceff5bb3da2c0c9a7","width":"1125","height":"2588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/142112746","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146945105,"gmtCreate":1626051436607,"gmtModify":1703752314516,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146945105","repostId":"1161725031","repostType":4,"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146954140,"gmtCreate":1626051067180,"gmtModify":1703752303904,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"ETF good buy?","listText":"ETF good buy?","text":"ETF good buy?","images":[{"img":"https://static.tigerbbs.com/bc8f90b9b5b8ac1c9c1ba366c96b7fe0","width":"1125","height":"1974"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146954140","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":173850600,"gmtCreate":1626654072800,"gmtModify":1703762672068,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Disappointing :(","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>Disappointing :(","text":"$Exela Technologies, Inc.(XELA)$Disappointing :(","images":[{"img":"https://static.tigerbbs.com/c0901da7b48e2323d03788a85fd89ef4","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/173850600","isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":142189091,"gmtCreate":1626136437013,"gmtModify":1703753978013,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Pfizer vs moderna… which to buy hmmm","listText":"Pfizer vs moderna… which to buy hmmm","text":"Pfizer vs moderna… which to buy hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/142189091","repostId":"2150346538","repostType":4,"repost":{"id":"2150346538","kind":"highlight","pubTimestamp":1626136200,"share":"https://ttm.financial/m/news/2150346538?lang=&edition=fundamental","pubTime":"2021-07-13 08:30","market":"us","language":"en","title":"Does This Shocking CDC Statement Mean Trouble for Pfizer and Moderna?","url":"https://stock-news.laohu8.com/highlight/detail?id=2150346538","media":"Motley Fool","summary":"It has to do with the companies' next step in the coronavirus vaccine rollout.","content":"<p>Coronavirus vaccine leaders <b>Pfizer</b> (NYSE:PFE) and <b>Moderna </b>(NASDAQ:MRNA) announced earlier this year that they'd launched clinical trials of booster shot candidates -- and you could almost hear the world's collective sigh of relief. As coronavirus variants gained ground, everyone's big worry was staying ahead of them. Boosters may help because they offer the already vaccinated person's immune system an extra push.</p>\n<p>Moderna has said it aims to bring a booster to market this fall. And Pfizer just last week said it's ready to file for regulatory approval of its third-shot booster candidate in the coming weeks. On the same day as Pfizer's news, the Centers for Disease Control and Prevention (CDC) and the U.S. Food and Drug Administration (FDA) delivered a startling message. One that could upset Pfizer's and Moderna's booster plans.</p>\n<p><img src=\"https://static.tigerbbs.com/22a7f086d3f6c542ed455b9b66e1950f\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<h3>No need for a booster</h3>\n<p>\"Americans who have been fully vaccinated do not need a booster shot at this time,\" the agencies said in a joint statement.</p>\n<p>The reason? Today's vaccines are very efficacious against the original coronavirus and variants so far. And they're especially effective at protecting people from hospitalization and death.</p>\n<p>This is true. Pfizer and Moderna both have reported six-month follow up data from their phase 3 trials. Their vaccines boast overall efficacy of 91.3% and more than 90%, respectively. And both companies have performed in vitro tests that demonstrate satisfactory vaccine efficacy against variants of concern.</p>\n<p>So... maybe the U.S. health agencies are right? And maybe this means the companies' chances of selling boosters are getting pretty slim? Wait a minute. Let's not get ahead of ourselves.</p>\n<p>First, let's talk about whether the CDC and FDA are right. Technically, they may be right <i>this very moment</i>. The Delta variant -- the strain originating in India -- is becoming more and more prevalent. But overall, coronavirus cases in the U.S. have dropped considerably since April. So, there is evidence the vaccines we have are doing their job. Without the help of boosters.</p>\n<p>But Pfizer and Moderna&nbsp;themselves have warned of waning immunity several months after vaccination. In the U.S., the new number of vaccine doses administered peaked in early April. That means by October, all of those vaccinated in April and earlier probably should start thinking about getting a booster. Pfizer's CEO has said a booster likely will be needed six to 12 months after initial vaccination.</p>\n<h3>Efficacy is declining</h3>\n<p>Real world data out of Israel also indicates boosters may be needed sooner rather than later. The Pfizer vaccine -- the vaccine Israel has relied on -- showed only 64% efficacy in preventing the coronavirus last month, according to the country's health ministry. Its efficacy in avoiding hospitalization and death still remains high at 93%. That's the most important goal of the vaccine. But a decline in overall efficacy isn't a trend we want to see continuing. Thus, the need for a booster to give immunity a lift.</p>\n<p>In my opinion, the CDC and FDA won't be right for very long. If current trends continue, the agencies may find themselves revising their statement by fall -- that's the moment Pfizer and Moderna expected to launch booster shots anyway.</p>\n<p>And this leads us to my next point. The CDC and FDA statement today probably won't hurt eventual sales and use of booster shots. The agencies' comments pertained to what's happening right now. Many people have been freshly vaccinated and immunity is strong. But, as mentioned earlier, Pfizer, Moderna and other experts have given us a potential timeframe for immunity. That means boosters by fall or winter are pretty much inevitable. And that equals demand for these shots before the end of the year.</p>\n<p>So, yes, the message from the CDC and FDA surprised many of us. But it doesn't represent difficulties ahead for Pfizer's and Moderna's booster candidates. Even if the coronavirus situation improves, boosters still will be needed as part of the companies' planned vaccination regimens. So, for vaccine stock investors -- and the companies themselves -- revenue expectations are still very much on track.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Does This Shocking CDC Statement Mean Trouble for Pfizer and Moderna?</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\">\nDoes This Shocking CDC Statement Mean Trouble for Pfizer and Moderna?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 08:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/12/could-this-cdc-comment-hurt-pfizer-and-moderna/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Coronavirus vaccine leaders Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) announced earlier this year that they'd launched clinical trials of booster shot candidates -- and you could almost hear the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/12/could-this-cdc-comment-hurt-pfizer-and-moderna/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2021/07/12/could-this-cdc-comment-hurt-pfizer-and-moderna/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150346538","content_text":"Coronavirus vaccine leaders Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) announced earlier this year that they'd launched clinical trials of booster shot candidates -- and you could almost hear the world's collective sigh of relief. As coronavirus variants gained ground, everyone's big worry was staying ahead of them. Boosters may help because they offer the already vaccinated person's immune system an extra push.\nModerna has said it aims to bring a booster to market this fall. And Pfizer just last week said it's ready to file for regulatory approval of its third-shot booster candidate in the coming weeks. On the same day as Pfizer's news, the Centers for Disease Control and Prevention (CDC) and the U.S. Food and Drug Administration (FDA) delivered a startling message. One that could upset Pfizer's and Moderna's booster plans.\n\nImage source: Getty Images.\nNo need for a booster\n\"Americans who have been fully vaccinated do not need a booster shot at this time,\" the agencies said in a joint statement.\nThe reason? Today's vaccines are very efficacious against the original coronavirus and variants so far. And they're especially effective at protecting people from hospitalization and death.\nThis is true. Pfizer and Moderna both have reported six-month follow up data from their phase 3 trials. Their vaccines boast overall efficacy of 91.3% and more than 90%, respectively. And both companies have performed in vitro tests that demonstrate satisfactory vaccine efficacy against variants of concern.\nSo... maybe the U.S. health agencies are right? And maybe this means the companies' chances of selling boosters are getting pretty slim? Wait a minute. Let's not get ahead of ourselves.\nFirst, let's talk about whether the CDC and FDA are right. Technically, they may be right this very moment. The Delta variant -- the strain originating in India -- is becoming more and more prevalent. But overall, coronavirus cases in the U.S. have dropped considerably since April. So, there is evidence the vaccines we have are doing their job. Without the help of boosters.\nBut Pfizer and Moderna themselves have warned of waning immunity several months after vaccination. In the U.S., the new number of vaccine doses administered peaked in early April. That means by October, all of those vaccinated in April and earlier probably should start thinking about getting a booster. Pfizer's CEO has said a booster likely will be needed six to 12 months after initial vaccination.\nEfficacy is declining\nReal world data out of Israel also indicates boosters may be needed sooner rather than later. The Pfizer vaccine -- the vaccine Israel has relied on -- showed only 64% efficacy in preventing the coronavirus last month, according to the country's health ministry. Its efficacy in avoiding hospitalization and death still remains high at 93%. That's the most important goal of the vaccine. But a decline in overall efficacy isn't a trend we want to see continuing. Thus, the need for a booster to give immunity a lift.\nIn my opinion, the CDC and FDA won't be right for very long. If current trends continue, the agencies may find themselves revising their statement by fall -- that's the moment Pfizer and Moderna expected to launch booster shots anyway.\nAnd this leads us to my next point. The CDC and FDA statement today probably won't hurt eventual sales and use of booster shots. The agencies' comments pertained to what's happening right now. Many people have been freshly vaccinated and immunity is strong. But, as mentioned earlier, Pfizer, Moderna and other experts have given us a potential timeframe for immunity. That means boosters by fall or winter are pretty much inevitable. And that equals demand for these shots before the end of the year.\nSo, yes, the message from the CDC and FDA surprised many of us. But it doesn't represent difficulties ahead for Pfizer's and Moderna's booster candidates. Even if the coronavirus situation improves, boosters still will be needed as part of the companies' planned vaccination regimens. So, for vaccine stock investors -- and the companies themselves -- revenue expectations are still very much on track.","news_type":1},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178535972,"gmtCreate":1626826917596,"gmtModify":1703765860353,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/178535972","repostId":"2153694773","repostType":4,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144301263,"gmtCreate":1626265729852,"gmtModify":1703756628045,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>What the heck?? Pls BAC dont do this&nbsp;","listText":"<a href=\"https://laohu8.com/S/BAC\">$Bank of America(BAC)$</a>What the heck?? Pls BAC dont do this&nbsp;","text":"$Bank of America(BAC)$What the heck?? Pls BAC dont do this","images":[{"img":"https://static.tigerbbs.com/695be1cf005f6ddba32d86fc20f95a8d","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/144301263","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570231086919309","authorId":"3570231086919309","name":"Shunji","avatar":"https://static.tigerbbs.com/872d39a4d7c77a9034cbe7c184d5c9bc","crmLevel":5,"crmLevelSwitch":1,"idStr":"3570231086919309","authorIdStr":"3570231086919309"},"content":"No need worry,will rise back easily,uptrends are forming when all retails “soft” investors are out? Below $39 Is bargain price","text":"No need worry,will rise back easily,uptrends are forming when all retails “soft” investors are out? Below $39 Is bargain price","html":"No need worry,will rise back easily,uptrends are forming when all retails “soft” investors are out? Below $39 Is bargain price"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148148857,"gmtCreate":1625963422179,"gmtModify":1703751199101,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Hmmm cloud stocks&nbsp;","listText":"Hmmm cloud stocks&nbsp;","text":"Hmmm cloud stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/148148857","repostId":"2150370120","repostType":4,"repost":{"id":"2150370120","kind":"highlight","pubTimestamp":1625879410,"share":"https://ttm.financial/m/news/2150370120?lang=&edition=fundamental","pubTime":"2021-07-10 09:10","market":"us","language":"en","title":"Top 10 Cloud Stocks to Buy on the Next Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2150370120","media":"Motley Fool","summary":"How can you capitalize on secular growth trends like digital transformation, artificial intelligence (AI), cybersecurity, analytics, video streaming, work from anywhere, the gig economy, and more? Last time, I covered stocks six through 10 on the list, and today I cover my top five!","content":"<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.</p>\n<p>If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.</p>\n<p>Cloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?</p>\n<p>I'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.</p>\n<p>#10.<b>salesforce.com</b>&nbsp;(NYSE:CRM) is the leader in customer relationship management (CRM). <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiring<b>Slack</b> (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.</p>\n<p>#9.<b>DocuSign</b>(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.</p>\n<p>#8.<b>Twilio</b> (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:</p>\n<ul>\n <li><b>Messaging:</b> You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.</li>\n <li><b>Customer engagement:</b>Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.</li>\n <li><b>Marketing:</b>Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.</li>\n <li><b>Business email services:</b> Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.</li>\n</ul>\n<p>#7<b>The Trade Desk</b> (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. Think<b>Roku</b> (NASDAQ:ROKU), YouTube, part of<b>Alphabet</b> (NASDAQ:GOOGL),<b>Amazon</b> Prime (NASDAQ:AMZN),<b>Disney</b>'s Disney+&nbsp;(NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.</p>\n<p>#6.<b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video</b> (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.</p>\n<p>In case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.&nbsp;</p>\n<p><i>Cloud computing</i> refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.&nbsp;</p>\n<p>Digital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?&nbsp;</p>\n<p>#5. <b>Zscaler</b> (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion.&nbsp;</p>\n<p>#4. <b><a href=\"https://laohu8.com/S/DDOG\">Datadog</a></b> (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions.&nbsp;</p>\n<p>Datadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with <b>Microsoft</b> (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> to provide real-time monitoring and threat detection across the <b>Salesforce</b> (NASDAQ:DDOG)&nbsp;platform.</p>\n<p>From a product perspective, here are the highlights:</p>\n<ul>\n <li><b>Application performance monitoring (APM) </b>provides visibility into application functionality and health.&nbsp;</li>\n <li><b>Infrastructure monitoring </b>allows businesses to monitor IT infrastructure.</li>\n <li><b>Log management </b>provides visualization and data for any performance problems.</li>\n <li><b>User experience monitoring </b>includes both synthetics and real user monitoring (RUM).</li>\n <li><b>Network performance monitoring </b>allows insights and analysis into network traffic flow from both hybrid and cloud environments.</li>\n <li><b>Incident management and continuous profiler </b>improves workflows.&nbsp;</li>\n <li><b>Security monitoring </b>provides threat detection.</li>\n</ul>\n<p>#3. <b><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></b> (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform.&nbsp;</p>\n<p>As you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's <b>Berkshire Hathaway</b> (NYSE:BRK.A). Snowflake's clients include <b>Apple</b> (NASDAQ:AAPL), <b>Nike</b> (NYSE:NKE), <b>Mastercard</b> (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list.&nbsp;</p>\n<p>#2. <b>Cloudflare</b>'s (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's <a href=\"https://laohu8.com/S/AONE\">one</a> of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment.&nbsp;</p>\n<p>#1 <b>Crowdstrike</b> (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution.&nbsp;</p>\n<p>Cyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.</p>\n<p>If you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.&nbsp;</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top 10 Cloud Stocks to Buy on the Next Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop 10 Cloud Stocks to Buy on the Next Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTD":"Trade Desk Inc.","SNOW":"Snowflake","DOCU":"Docusign","TWLO":"Twilio Inc","CRWD":"CrowdStrike Holdings, Inc.","ZS":"Zscaler Inc.","NET":"Cloudflare, Inc.","ZM":"Zoom","DDOG":"Datadog","CRM":"赛富时"},"source_url":"https://www.fool.com/investing/2021/07/09/top-10-cloud-stocks-to-buy-on-the-next-dip-part-ii/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150370120","content_text":"Today, I cover my top high-conviction cloud stocks to buy on the next dip. These are high-growth software-as-a-service (SaaS) and cloud stocks that I currently hold in my $1.6 million long-term investing portfolio.\nIf you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. Overall, SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for you as the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective.\nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines.\nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio?\nI'll provide 10 total stocks over two articles and videos. Today, I will cover stocks 1 through 10.\n#10.salesforce.com (NYSE:CRM) is the leader in customer relationship management (CRM). Salesforce is a SaaS provider that enables organizations to integrate marketing, sales, service, e-commerce, and IT into a single customer view. Salesforce is acquiringSlack (NYSE:WORK), which has caused volatility in the stock. The leadership team has proven to shareholders many times that they can successfully acquire businesses and add value. I firmly believe that this acquisition will add tremendous value to Salesforce customers. The company plans to build Slack into its Service Cloud products, which will increase employee productivity from anywhere.\n#9.DocuSign(NASDAQ:DOCU) offers more than most people realize. Its business consists of four primary pillars -- manage, prepare, sign, and act -- which collectively are called the DocuSign Agreement Cloud. The company continues to expand offerings, and its recent earnings results prove it. For Q1 FY22, revenues grew 58% year over year to $469 million. Its billings also grew 54% year over year to $527 million with a 125% net dollar retention rate. The below video goes into more detail, breaking down the pillars and solutions.\n#8.Twilio (NYSE:TWLO) is often misunderstood. Sure, it helps companies like Uber and DoorDash connect customers to businesses, but what else does it do? Here is a list of solutions Twilio can offer:\n\nMessaging: You can send and receive SMS, MMS, and OTT messages globally (to and from over 180 countries) and in a scalable manner. For example, Twilio can be used to created automated replies to customers and route important requests to humans for additional interaction.\nCustomer engagement:Contact centers can leverage Twilio for customer engagement channels, and the tools can be quite complex. For example, Twilio offers AI-powered tools for customer self-service, automatic text notifications, callbacks, etc.\nMarketing:Campaigns can use Twilio to send specific, customizable messages with the ability to track data such as click-through rates.\nBusiness email services: Twilio can send and receive emails. Twilio SendGrid Email API allows businesses to create flexible, scalable, and engaging campaigns.\n\n#7The Trade Desk (NASDAQ:TTD) focuses on the ad-tech space, and it has a tremendous total addressable market (TAM) when you consider the possibilities in CTV. CTV means \"connected TV,\" which is essentially any television connected to the internet. ThinkRoku (NASDAQ:ROKU), YouTube, part ofAlphabet (NASDAQ:GOOGL),Amazon Prime (NASDAQ:AMZN),Disney's Disney+ (NYSE:DIS), and others. Smart TVs are changing the internet, and buying The Trade Desk is the best way to play this space, in my opinion. The company allows its clients to buy advertisements or run global marketing campaigns in areas such as CTV, display ads, and even social media. These are massive secular growth trends, and The Trade Desk can help your portfolio capture some of this growth.\n#6.Zoom Video (NASDAQ:ZM) is the epitome of a work-from-home stock, but can it be a large part of the work-from-anywhere movement that is here to stay? The answer, in my opinion, is yes. Zoom is now a verb, and recently Charlie Munger told CNBC that he's \"in love with Zoom\" and thinks it's \"here to stay.\" I agree with him, and the below video shares more details as to why.\nIn case you missed the last article, I'll provide some background. If you aren't familiar with the terminology, SaaS is simply a component of cloud computing. SaaS refers to software hosted outside of your organization and offered as a subscription-based service. SaaS generally offers businesses lower total cost of ownership. The latest software updates and enhancements are generally done for the client, allowing businesses to have the latest and greatest without additional effort or overhead. Additionally, SaaS enables businesses to shift capital expenses to operating expenses, allowing them to stretch budgets from an accounting perspective. \nCloud computing refers to servers that are connected through the internet, as well as the software, data centers, and databases that create an online network. Leveraging \"the cloud\" allows users and businesses to consume and analyze data without having to manage databases or software on their own physical, on-premises servers and machines. \nDigital transformation, artificial intelligence (AI), cybersecurity, machine learning, centralized analytics, customer relationship management, enterprise resource planning (ERP), connected TV (CTV), streaming, work from anywhere, the gig economy, and other secular growth trends fuel SaaS and cloud infrastructure. But what are the best stocks to buy in order to ride these waves and boost your portfolio? \n#5. Zscaler (NASDAQ:ZS) offers customers a security stack as a cloud service, which offers lower cost and complexity than \"old-school\" traditional gateway methods. Zscaler's global infrastructure brings internet gateways closer to users all around the world, creating a faster and more streamlined experience. The company enables work-from-anywhere cloud security in a highly scalable fashion. \n#4. Datadog (NASDAQ:DDOG) provides monitoring and analytics tools that give IT teams insights from anywhere and at any time. Datadog, like Zscaler, is very scalable. In fact, most cloud-native providers are highly scalable, which is part of the reason they rank high on the list. Datadog brings information together from across an entire organization into a simple dashboard. Companies that leverage Datadog enjoy benefits such as improved user experience, faster resolutions to interruptions, and overall better business decisions. \nDatadog has continuously improved its product suite as well as its partnership network. In fact, Datadog recently announced a new partnership with Microsoft (NASDAQ:DDOG) Azure, which allows streamlined experiences for configuration, purchasing, and even managing Datadog inside the Azure portal. Additionally, on July 1 Datadog announced a partnership with Salesforce to provide real-time monitoring and threat detection across the Salesforce (NASDAQ:DDOG) platform.\nFrom a product perspective, here are the highlights:\n\nApplication performance monitoring (APM) provides visibility into application functionality and health. \nInfrastructure monitoring allows businesses to monitor IT infrastructure.\nLog management provides visualization and data for any performance problems.\nUser experience monitoring includes both synthetics and real user monitoring (RUM).\nNetwork performance monitoring allows insights and analysis into network traffic flow from both hybrid and cloud environments.\nIncident management and continuous profiler improves workflows. \nSecurity monitoring provides threat detection.\n\n#3. Snowflake (NYSE:SNOW) offers what it calls a \"data warehouse-as-a-service\" (DaaS), a cloud-based data storage and analytics solution. Interestingly, Snowflake is not a SaaS company since its revenues are over 90% consumption based. Snowflake reduces cost and improves agility. Its data platform is unique in that it is not built on an existing big data platform. \nAs you may have heard around the time of the IPO, Snowflake is backed by Warren Buffett's Berkshire Hathaway (NYSE:BRK.A). Snowflake's clients include Apple (NASDAQ:AAPL), Nike (NYSE:NKE), Mastercard (NYSE:MA), and many others. Snowflake is all about big data, and it deserves a top spot on the list. \n#2. Cloudflare's (NYSE:NET) mission is to help \"build a better internet.\" Cloudflare is actually a network. In fact, it's one of the larger networks on the planet. Cloudflare enables a faster and more secure internet for anyone with an internet presence. Cloudflare has data centers across the globe, and it boasts an astonishing 25 million internet properties, a number that grows daily. To date, Cloudflare handles over 17 percent of the Fortune 1000 internet requests, and the company handles 25 million HTTP requests every second on average. Cloudflare is all about the future of the internet, and it belongs in my portfolio as a long-term investment. \n#1 Crowdstrike (NASDAQ:CRWD) is the leader in endpoint security. Crowdstrike's Falcon platform stops breaches through both prevention and response, a process known as endpoint detection and response (EDR). It uses agent-based sensors that can be installed on Mac, Linux, and Windows. Crowdstrike relies on a cloud-hosted SaaS platform that manages data and prevents, detects, and responds to threats. Both malware and non-malware attacks are covered via Crowdstrike's cloud-delivered technologies in a lightweight solution. \nCyberattacks continue to be a major threat, and the total addressable market for cybersecurity is enormous. Crowdstrike has been a monster since its IPO in 2019, growing into a $60 billion market cap company. But I think Crowdstrike is just getting started, and it stands tall as my top high-conviction cloud/SaaS stock for the next decade.\nIf you want deeper-dive analysis on these stocks, please watch the video below, where I cover these and many others in the cloud space. These growth stocks can boost your long-term investing portfolio, so please check out the below video and subscribe to make sure you stay on top of this sector.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141750908,"gmtCreate":1625893515804,"gmtModify":1703750624292,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Apple!&nbsp;","listText":"Apple!&nbsp;","text":"Apple!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141750908","repostId":"1177397700","repostType":4,"repost":{"id":"1177397700","kind":"news","pubTimestamp":1625876446,"share":"https://ttm.financial/m/news/1177397700?lang=&edition=fundamental","pubTime":"2021-07-10 08:20","market":"us","language":"en","title":"Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.","url":"https://stock-news.laohu8.com/highlight/detail?id=1177397700","media":"Barrons","summary":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.Now that Facebook  has earned access—its market cap was down slightly by the end of the week, to ","content":"<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.</p>\n<p>Now that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.</p>\n<p>There’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by&nbsp;Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and&nbsp;Visa(V).</p>\n<p>We’ve covered all of those stocks closely at&nbsp;Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review &amp; Preview newsletter.</p>\n<p>A few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and&nbsp;JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While&nbsp;Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.</p>\n<p>I’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.</p>\n<p>The business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.</p>\n<p>While the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.</p>\n<p><img src=\"https://static.tigerbbs.com/ed700f7a7812c0bf7b9b205ad99c33e7\" tg-width=\"872\" tg-height=\"769\" referrerpolicy=\"no-referrer\"></p>\n<p>I asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&amp;P information technology, as a percent of overall S&amp;P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”</p>\n<p>Right now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.</p>\n<p>Tech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&amp;P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&amp;P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).</p>\n<p>Tech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.</p>\n<p>On Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.</p>\n<p>By now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963cb5c585db8df9615cd98e0bbd4bbc\" tg-width=\"1260\" tg-height=\"840\" referrerpolicy=\"no-referrer\"><span>A room at the F8 Developers Conference in San Jose, Calif.</span></p>\n<p>Privacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.</p>\n<p>For now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.</p>\n<p>It’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhich Company Can Reach $1 Trillion After Facebook? Here’s Our Guess.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the ...</p>\n\n<a href=\"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果","JPM":"摩根大通","UNH":"联合健康","WMT":"沃尔玛","V":"Visa","TSLA":"特斯拉","TSM":"台积电","BABA":"阿里巴巴","BRK.A":"伯克希尔","GOOGL":"谷歌A","NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/which-company-can-reach-1-trillion-after-facebook-heres-our-guess-51625875587?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177397700","content_text":"Late last month, Facebook notched what could be its most notable achievement yet: Its market value hit $1 trillion. Just five U.S.-listed companies have reached the $1 trillion mark—or 0.08% of the total number of stocks currently traded on the New York Stock Exchange and Nasdaq. That’s roughly the odds of a high school basketball player making the National Basketball Association. It’s an elite club.\nNow that Facebook (ticker: FB) has earned access—its market cap was down slightly by the end of the week, to $980 billion—we might be waiting a while for the next entrant. That’s partly because the federal government wants to rein in big business, but also because the current trillion-dollar members have a natural incentive to keep the club small.\nThere’s a big drop-off to the next candidate for membership—call it the Trillion-Dollar Cliff. Among U.S.-listed companies,Tesla(TSLA) is next up, with a market value of $629 billion, followed by Berkshire Hathaway(BRK.A),Alibaba Group Holding(BABA),Taiwan Semiconductor Manufacturing(TSM), and Visa(V).\nWe’ve covered all of those stocks closely at Barron’s, and I’ve spent the past few weeks talking to colleagues about which company might be next. I’ve also queried sources and polled readers of our daily Review & Preview newsletter.\nA few names get repeated mentions: Tesla,Nvidia(NVDA), Visa, and JPMorgan Chase(JPM), each of which are worth at least $400 billion.Shopify(SHOP) got a less obvious mention. The company is way down the market-value rank at $182 billion. It has become something of the anti-Amazon,providing bricks-and-mortar vendors and other businesses with easy e-commerce tools. While Amazon.com(AMZN) seeks to fend off regulation and a potential breakup, Shopify can keep its head down and continue to recruit new business.\nI’ll place my bets on Visa getting to $1 trillion next, even if it takes a while. The company is closely tied to the economic recovery, since it gets a cut of transactions that run through its global electronic-payments network.\nThe business, which is part tech and part financial services, has a long tailwind as cash usage declines around the world. Visa shares have returned an annualized 28% over the past decade. If that pattern holds, Visa would reach $1 trillion by 2024.\nWhile the next trillion-dollar stock is clearly a guessing game, one thing is clear: Large numbers have been no impediment to future gains.Apple(AAPL) has returned an annualized 44% since it became the first U.S.-listed company to reach a $1 trillion value in August 2018. The stock closed at a record this past week, giving it a market value of $2.4 trillion.\n\nI asked Denise Chisholm, Fidelity’s sector strategist, if the so-called law of large numbers would ever kick in. “Size is not particularly predictive one way or the other,” she says. “The S&P information technology, as a percent of overall S&P, is now in excess of 20%. Does that have any meaning on whether or not that group or that sector can outperform in the future? The answer really is no.”\nRight now, the trillion-dollar members have momentum on their side. “A ball in motion tends to stay in motion,” she says.\nTech’s secret sauce has been continuously expanding profit margins, with valuations that are essentially in line with their historic norms. Operating margins for the S&P 500’s information technology sector have doubled in the past 15 years, to a recent 21%, according to Yardeni Research, while overall S&P 500 margins have been static at 10% or so (excluding a collapse during the financial crisis).\nTech’s magic—and those trillion-dollar club passes—are now hitting up against the increased likelihood of regulation. “The sheer fact of the headline of the trillion-dollar club is going to bring even more regulation,” says Jim Paulsen, chief investment officer of The Leuthold Group.\nOn Friday, the Biden administration signed an executive order that calls for a “whole-of-government effort to promote competition in the American economy.” The order, which consists of 72 initiatives, is simultaneously broad and narrow. It pushes against consolidation while also addressing consumer pain points, like early-termination fees for broadband services, hard-to-fix consumer devices, and airline baggage fees.\nBy now, the Biden administration recognizes that tech regulation isn’t a slam dunk with the public. Despite unease around data and privacy practices, less than half of U.S. adults are in favor of more tech regulation, according to a 2020 Pew Research poll.\nA room at the F8 Developers Conference in San Jose, Calif.\nPrivacy regulation is politically complicated, especially if it means reining in the advertising that enables free services like social media, internet search, and email. But there isn’t much controversial about limiting broadband charges or making it easier to fix a smartphone battery. The White House seems to be attacking companies where it hurts—their mixed record of customer service.\nFor now, investors continue to generally overlook regulation. All five members of the trillion-dollar club were either higher or flat on Friday in the wake of Biden’s executive order.\nIt’s time to take regulation more seriously, says Ed Yardeni, president of Yardeni Research. “A trillion here, a trillion there attracts a lot of attention from politicians.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174699952,"gmtCreate":1627093319876,"gmtModify":1703484123041,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"What’s a good price to buy Nio?","listText":"What’s a good price to buy Nio?","text":"What’s a good price to buy Nio?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174699952","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV 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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141758335,"gmtCreate":1625893924727,"gmtModify":1703750630324,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Amazon??&nbsp;","listText":"Amazon??&nbsp;","text":"Amazon??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/141758335","repostId":"1162091150","repostType":4,"repost":{"id":"1162091150","kind":"news","pubTimestamp":1625882272,"share":"https://ttm.financial/m/news/1162091150?lang=&edition=fundamental","pubTime":"2021-07-10 09:57","market":"us","language":"en","title":"Coupang Vs. Amazon Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1162091150","media":"seekingalpha","summary":"Summary\n\nE-commerce has benefitted from the pandemic, but will continue to enjoy healthy growth in t","content":"<p><b>Summary</b></p>\n<ul>\n <li>E-commerce has benefitted from the pandemic, but will continue to enjoy healthy growth in the coming years.</li>\n <li>Both Amazon and Coupang are generating strong growth, with CPNG growing faster, but from a much slower base.</li>\n <li>There are advantages for both companies, and ultimately, which stock you prefer will depend on your investment goals and approach.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/892697f4211267c99a72ea0a86b7e464\" tg-width=\"1536\" tg-height=\"1024\"><span>blackCAT/E+ via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>E-commerce has benefitted a lot from pandemic-related shopping trends that favored online shopping versus in-store shopping, but even apart from that, e-commerce is here to stay and will enjoy healthy growth for many years. Amazon.com, Inc.(NASDAQ:AMZN)is the most dominant online retailer in the West, but other markets are primarily served by other online shopping companies. Coupang Inc.(NYSE:CPNG)from South Korea recently IPO'd in the US, and in this article, we will pitch the two against each other. Amazon looks like the more complete company with a wider moat to me, but Coupang is also an interesting play due to its position in an attractive, high-growth market.</p>\n<p><b>Coupang Stock Price</b></p>\n<p>Coupang Inc. has IPO'd in the US in March, raising more than&nbsp;$4 billion. Shares are currently trading for $40, which is below the prices of ~$50 that the stock traded at shortly following its IPO:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc6beaaae203d6b0db64793dd67bbbc9\" tg-width=\"635\" tg-height=\"417\"><span>Data by YCharts</span></p>\n<p>Shares have, however, risen considerably from the lows that the company hit in May, which could be the result of improving sentiment as the company reported&nbsp;very solid Q1 results&nbsp;that showed the company grew faster than expected. The current consensus price target is $44, which indicates that analysts are expecting an upside potential of around 10% over the next year -- solid, but not spectacular. Coupang is backed by major investors including&nbsp;the Gates Foundation&nbsp;and Softbank(OTCPK:SFTBY), which indicates that this is much more than a hyped-up IPO.</p>\n<p><b>Amazon Stock Price</b></p>\n<p>Amazon.com, Inc. has been trading for a much longer period than Coupang, and it is a way larger company already. Over the years, shares generated strong returns for investors that held onto shares, the 10-year return is north of 1,600%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6be201519c9538851784f110ef0f13f3\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p>\n<p>In 2021, however, shares have so far not risen by a lot, as investors do seem to favor stocks with exposure to economic reopening right now. Energy names, hospitality, etc. have been hot so far this year, whereas the big tech names such as Amazon, which had been strong performers in 2020, have not experienced huge gains year-to-date. The current analyst consensus price target for Amazon's shares is $4240, which suggests upside potential of around 15%, a little more than what analysts are expecting from Coupang right now.</p>\n<p><b>Coupang's Size Relative To Amazon?</b></p>\n<p>It's pretty obvious that Coupang is not bigger than Amazon. It doesn't matter whether you look at market capitalizations, revenue, profits, cash flows, or the employee count, Amazon is a giant and significantly larger than its South Korean peer:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13e93ec2cee718b6836730e5b0d94cd2\" tg-width=\"635\" tg-height=\"577\"><span>Data by YCharts</span></p>\n<p>This isn't too much of a surprise, as Amazon has been founded 27 years ago and has had a lot of time to grow, whereas Coupang has only been around for a little over a decade. Amazon in 2005, when it was 11 years old, was a way smaller company than it is today, and it also was still unprofitable -- as Coupang is today. There is, however, no need to always buy the biggest companies, thus Amazon being larger than Coupang today does not necessarily equate to Amazon being a better investment. Other factors have to be considered for that as well.</p>\n<p><b>Is Coupang Better Than Amazon?</b></p>\n<p>When considering an investment, things that should be factored in are the growth outlook for a company, the stock's valuation, the company's risk profile and standing relative to competitors, and the overall quality.</p>\n<p>Looking at Coupang and Amazon, both companies are naturally poised to benefit from a long-term megatrend -- shopping shifting from brick-and-mortar to e-commerce. Note that this doesn't mean that brick-and-mortar retailers are all poised to die out, as we believe that higher-quality brick-and-mortar retailers (e.g. Home Depot(NYSE:HD)) and higher-quality brick-and-mortar real estate (e.g. Simon Property Group(NYSE:SPG)) will continue to do well. It is nevertheless relatively clear that, overall, e-commerce will continue to gain market share versus brick-and-mortar, with lower-quality traditional retailers taking the majority of the hit. Some goods are just very easily bought online, e.g. everyday clothes, books, etc. and online retailers should continue to make gains in these areas. On top of that, the overall consumer market continues to grow in both the US and internationally, which benefits online retailers as well.</p>\n<p>Amazon and Coupang also have the ability to boost their growth by expanding into additional markets, either geographically, or by building out new businesses. Amazon has very successfully done so and has become a major retailer not only in the US, but in many additional markets on top of that, and Amazon has also successfully built out a high-growth cloud computing business and is becoming a major player in online advertising.</p>\n<p>Coupang, as a much smaller and younger company, has not had the ability to expand its business as much as Amazon yet. Still, the Korean online retailer has managed to grow its business at a highly attractive pace, and one might even say that Coupang has outperformed Amazon in its home market South Korea. The company's success can be attributed to a smart and customer-focused approach that includes<i>Dawn Delivery</i>, a service that allows customers to order before midnight and receiving their order before 7 am the next day. Coupang also has reduced cardboard packaging significantly relative to how other online retailers operate, a move that resonates well with environmentally conscious customers. Through these measures and others, Coupang has been able to deliver rapid revenue growth in the recent past, which includes a massive 75% revenue increase during the most recent quarter. Amazon grew its revenue by 44% in the most recent quarter, although it should be noted that Amazon is growing from a much larger base. The law of large numbers means that Amazon, due to its already very large size, can't grow at the rapid rates Coupang is currently seeing any longer, and the fact that Amazon is, despite its size, still growing at an attractive 40%+ pace is testament to its strong business model.</p>\n<p>Coupang is the higher-growth company today, and one can expect that this will remain the case in the foreseeable future, with the smaller size being a key factor for that -- growing revenue from $20 billion to $40 billion is easier than growing revenue from $500 billion to $1 trillion. Coupang is, however, unlike Amazon, not profitable yet, which may result in share count dilution as Coupang could do a secondary offering to access additional capital. Coupang is also less diversified than Amazon, both geographically and when it comes to different industries. Amazon, with its marketing and cloud computing platforms, is more of a diversified company than Coupang, which is fully reliant on e-commerce.</p>\n<p>I don't think that there is a clear 'better buy' here, as both companies have their pros and cons. Coupang is growing faster and could double or triple its revenue more easily, but Amazon could be called the more dominant, wider-moat, more diversified pick that is also profitable and generates huge cash flows already.</p>\n<p>Looking at valuations, we can't value Coupang based on profits, as those are not existent yet. Taking a look at the two companies' respective market capitalizations relative to the revenues that they generate, we get the following picture:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38b42b77df5f43ac7316fdb87ed98010\" tg-width=\"635\" tg-height=\"447\"><span>Data by YCharts</span></p>\n<p>We see that both companies trade around 3.5x forward revenue, thus from a valuation perspective, there is no major difference here, except for the fact that AMZN is, unlike CPNG, generating profits with these revenues. One could thus argue that AMZN's revenues are of a higher quality compared to the revenues generated by CPNG.</p>\n<p>Comparing the P/S valuations of AMZN and CPNG trade at compared to some other online retailers, both companies do seem relatively inexpensive:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c9a55a87fb44372d3e5b188f34ff98e\" tg-width=\"635\" tg-height=\"467\"><span>Data by YCharts</span></p>\n<p>Many other online retailers trade at significantly higher sales multiples, including Shopify(NYSE:SHOP), which seems ultra-expensive at more than 40x forward. In Shopify's defense, one can argue that its more \"techy\" business deserves a higher sales multiple compared to the pure retailers. But even when one compares AMZN and CPNG to more similar companies such as Pinduoduo(NASDAQ:PDD)or MercadoLibre(NASDAQ:MELI), both AMZN and CPNG do seem inexpensive.</p>\n<p><b>Is Coupang Or Amazon Stock The Better Buy?</b></p>\n<p>As shown above, both companies do have their advantages, and which company you ultimately will prefer depends on what things you value the most when choosing an investment. Due to its larger scale, profitability, and strong diversification AMZN seems like the lower-risk choice to me, and its dominant position in its home market and the highly attractive cloud computing market position it well for the future, I believe. Coupang is not unattractive, either, however, and its higher revenue growth rate, coupled with an inexpensive sales multiple, could allow for considerable long-term upside.</p>\n<p>Neither company is risk-less, and due to the online retailers' exposure to consumer spending, both companies could be exposed to an economic downturn -- which I don't see as likely in the foreseeable future, however. On top of that, regulation seems like a possible risk, which may be more pronounced for Amazon due to its much larger size. On the other hand, Amazon is less dependent on a single geographic market, which results in some built-in diversification relative to the more focused Coupang.</p>\n<p>Depending on whether you want a diversified giant that is entrenched in many different markets, or whether you prefer a pure-play on consumers in South Korea, Amazon and/or Coupang could both be solid choices for your portfolio. I personally am long Amazon and see this stock&nbsp;delivering solid gains&nbsp;in the long run, even though shares aren't especially cheap at 67x this year's profits.</p>\n<p>Coupang is definitely an interesting choice as well, however, especially when we consider that its shares do trade at a massive discount relative to other regionally-focused mid-sized online retailers such as MercadoLibre and Pinduoduo.</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>Coupang Vs. Amazon Stock: Which Is The Better Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoupang Vs. Amazon Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 09:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4438343-coupang-vs-amazon-stock-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nE-commerce has benefitted from the pandemic, but will continue to enjoy healthy growth in the coming years.\nBoth Amazon and Coupang are generating strong growth, with CPNG growing faster, but...</p>\n\n<a href=\"https://seekingalpha.com/article/4438343-coupang-vs-amazon-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","CPNG":"Coupang, Inc."},"source_url":"https://seekingalpha.com/article/4438343-coupang-vs-amazon-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162091150","content_text":"Summary\n\nE-commerce has benefitted from the pandemic, but will continue to enjoy healthy growth in the coming years.\nBoth Amazon and Coupang are generating strong growth, with CPNG growing faster, but from a much slower base.\nThere are advantages for both companies, and ultimately, which stock you prefer will depend on your investment goals and approach.\n\nblackCAT/E+ via Getty Images\nArticle Thesis\nE-commerce has benefitted a lot from pandemic-related shopping trends that favored online shopping versus in-store shopping, but even apart from that, e-commerce is here to stay and will enjoy healthy growth for many years. Amazon.com, Inc.(NASDAQ:AMZN)is the most dominant online retailer in the West, but other markets are primarily served by other online shopping companies. Coupang Inc.(NYSE:CPNG)from South Korea recently IPO'd in the US, and in this article, we will pitch the two against each other. Amazon looks like the more complete company with a wider moat to me, but Coupang is also an interesting play due to its position in an attractive, high-growth market.\nCoupang Stock Price\nCoupang Inc. has IPO'd in the US in March, raising more than $4 billion. Shares are currently trading for $40, which is below the prices of ~$50 that the stock traded at shortly following its IPO:\nData by YCharts\nShares have, however, risen considerably from the lows that the company hit in May, which could be the result of improving sentiment as the company reported very solid Q1 results that showed the company grew faster than expected. The current consensus price target is $44, which indicates that analysts are expecting an upside potential of around 10% over the next year -- solid, but not spectacular. Coupang is backed by major investors including the Gates Foundation and Softbank(OTCPK:SFTBY), which indicates that this is much more than a hyped-up IPO.\nAmazon Stock Price\nAmazon.com, Inc. has been trading for a much longer period than Coupang, and it is a way larger company already. Over the years, shares generated strong returns for investors that held onto shares, the 10-year return is north of 1,600%.\nData by YCharts\nIn 2021, however, shares have so far not risen by a lot, as investors do seem to favor stocks with exposure to economic reopening right now. Energy names, hospitality, etc. have been hot so far this year, whereas the big tech names such as Amazon, which had been strong performers in 2020, have not experienced huge gains year-to-date. The current analyst consensus price target for Amazon's shares is $4240, which suggests upside potential of around 15%, a little more than what analysts are expecting from Coupang right now.\nCoupang's Size Relative To Amazon?\nIt's pretty obvious that Coupang is not bigger than Amazon. It doesn't matter whether you look at market capitalizations, revenue, profits, cash flows, or the employee count, Amazon is a giant and significantly larger than its South Korean peer:\nData by YCharts\nThis isn't too much of a surprise, as Amazon has been founded 27 years ago and has had a lot of time to grow, whereas Coupang has only been around for a little over a decade. Amazon in 2005, when it was 11 years old, was a way smaller company than it is today, and it also was still unprofitable -- as Coupang is today. There is, however, no need to always buy the biggest companies, thus Amazon being larger than Coupang today does not necessarily equate to Amazon being a better investment. Other factors have to be considered for that as well.\nIs Coupang Better Than Amazon?\nWhen considering an investment, things that should be factored in are the growth outlook for a company, the stock's valuation, the company's risk profile and standing relative to competitors, and the overall quality.\nLooking at Coupang and Amazon, both companies are naturally poised to benefit from a long-term megatrend -- shopping shifting from brick-and-mortar to e-commerce. Note that this doesn't mean that brick-and-mortar retailers are all poised to die out, as we believe that higher-quality brick-and-mortar retailers (e.g. Home Depot(NYSE:HD)) and higher-quality brick-and-mortar real estate (e.g. Simon Property Group(NYSE:SPG)) will continue to do well. It is nevertheless relatively clear that, overall, e-commerce will continue to gain market share versus brick-and-mortar, with lower-quality traditional retailers taking the majority of the hit. Some goods are just very easily bought online, e.g. everyday clothes, books, etc. and online retailers should continue to make gains in these areas. On top of that, the overall consumer market continues to grow in both the US and internationally, which benefits online retailers as well.\nAmazon and Coupang also have the ability to boost their growth by expanding into additional markets, either geographically, or by building out new businesses. Amazon has very successfully done so and has become a major retailer not only in the US, but in many additional markets on top of that, and Amazon has also successfully built out a high-growth cloud computing business and is becoming a major player in online advertising.\nCoupang, as a much smaller and younger company, has not had the ability to expand its business as much as Amazon yet. Still, the Korean online retailer has managed to grow its business at a highly attractive pace, and one might even say that Coupang has outperformed Amazon in its home market South Korea. The company's success can be attributed to a smart and customer-focused approach that includesDawn Delivery, a service that allows customers to order before midnight and receiving their order before 7 am the next day. Coupang also has reduced cardboard packaging significantly relative to how other online retailers operate, a move that resonates well with environmentally conscious customers. Through these measures and others, Coupang has been able to deliver rapid revenue growth in the recent past, which includes a massive 75% revenue increase during the most recent quarter. Amazon grew its revenue by 44% in the most recent quarter, although it should be noted that Amazon is growing from a much larger base. The law of large numbers means that Amazon, due to its already very large size, can't grow at the rapid rates Coupang is currently seeing any longer, and the fact that Amazon is, despite its size, still growing at an attractive 40%+ pace is testament to its strong business model.\nCoupang is the higher-growth company today, and one can expect that this will remain the case in the foreseeable future, with the smaller size being a key factor for that -- growing revenue from $20 billion to $40 billion is easier than growing revenue from $500 billion to $1 trillion. Coupang is, however, unlike Amazon, not profitable yet, which may result in share count dilution as Coupang could do a secondary offering to access additional capital. Coupang is also less diversified than Amazon, both geographically and when it comes to different industries. Amazon, with its marketing and cloud computing platforms, is more of a diversified company than Coupang, which is fully reliant on e-commerce.\nI don't think that there is a clear 'better buy' here, as both companies have their pros and cons. Coupang is growing faster and could double or triple its revenue more easily, but Amazon could be called the more dominant, wider-moat, more diversified pick that is also profitable and generates huge cash flows already.\nLooking at valuations, we can't value Coupang based on profits, as those are not existent yet. Taking a look at the two companies' respective market capitalizations relative to the revenues that they generate, we get the following picture:\nData by YCharts\nWe see that both companies trade around 3.5x forward revenue, thus from a valuation perspective, there is no major difference here, except for the fact that AMZN is, unlike CPNG, generating profits with these revenues. One could thus argue that AMZN's revenues are of a higher quality compared to the revenues generated by CPNG.\nComparing the P/S valuations of AMZN and CPNG trade at compared to some other online retailers, both companies do seem relatively inexpensive:\nData by YCharts\nMany other online retailers trade at significantly higher sales multiples, including Shopify(NYSE:SHOP), which seems ultra-expensive at more than 40x forward. In Shopify's defense, one can argue that its more \"techy\" business deserves a higher sales multiple compared to the pure retailers. But even when one compares AMZN and CPNG to more similar companies such as Pinduoduo(NASDAQ:PDD)or MercadoLibre(NASDAQ:MELI), both AMZN and CPNG do seem inexpensive.\nIs Coupang Or Amazon Stock The Better Buy?\nAs shown above, both companies do have their advantages, and which company you ultimately will prefer depends on what things you value the most when choosing an investment. Due to its larger scale, profitability, and strong diversification AMZN seems like the lower-risk choice to me, and its dominant position in its home market and the highly attractive cloud computing market position it well for the future, I believe. Coupang is not unattractive, either, however, and its higher revenue growth rate, coupled with an inexpensive sales multiple, could allow for considerable long-term upside.\nNeither company is risk-less, and due to the online retailers' exposure to consumer spending, both companies could be exposed to an economic downturn -- which I don't see as likely in the foreseeable future, however. On top of that, regulation seems like a possible risk, which may be more pronounced for Amazon due to its much larger size. On the other hand, Amazon is less dependent on a single geographic market, which results in some built-in diversification relative to the more focused Coupang.\nDepending on whether you want a diversified giant that is entrenched in many different markets, or whether you prefer a pure-play on consumers in South Korea, Amazon and/or Coupang could both be solid choices for your portfolio. I personally am long Amazon and see this stock delivering solid gains in the long run, even though shares aren't especially cheap at 67x this year's profits.\nCoupang is definitely an interesting choice as well, however, especially when we consider that its shares do trade at a massive discount relative to other regionally-focused mid-sized online retailers such as MercadoLibre and Pinduoduo.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":141759098,"gmtCreate":1625893571814,"gmtModify":1703750625593,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Great read!","listText":"Great read!","text":"Great read!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/141759098","repostId":"1185154176","repostType":4,"repost":{"id":"1185154176","kind":"news","pubTimestamp":1625886925,"share":"https://ttm.financial/m/news/1185154176?lang=&edition=fundamental","pubTime":"2021-07-10 11:15","market":"us","language":"en","title":"The bull market in stocks may last up to five years — here are six reasons why","url":"https://stock-news.laohu8.com/highlight/detail?id=1185154176","media":"marketwatch","summary":"The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support. When the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.We are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.Behind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit n","content":"<p>The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16f57eb7b0f75afb2f46b6d61281db87\" tg-width=\"1260\" tg-height=\"839\"><span>(Photo by Jorge Guerrero/AFP via Getty Images)</span></p>\n<p>When the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.</p>\n<p>It’s true that there could be a correction, given the already sizable 17% gain in the S&amp;P 500 Index&nbsp;this year. But you should buy then, too.</p>\n<p>Here’s why.</p>\n<p>We are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.</p>\n<p><b>1. There’s tremendous pent-up demand</b></p>\n<p>Everyone is looking to the Federal Reserve for cues about stimulus. They are overlooking private-sector forces that will push stocks higher. To sum up, there’s huge pent-up private-sector demand that will help propel U.S. GDP growth to 8% this year and 3.5%-4.5% for years after that. The pent-up demand comes from the following sources, points out Jim Paulsen, chief strategist and economist at the Leuthold Group.</p>\n<p>First, there’s been a surge in household formation, as millennials hit the family years. This helps explain the big uptick in home demand. Once you buy a house, you have to fill it up with stuff. More consumer demand on the way.</p>\n<p>Behind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit nearly 16% of GDP, compared to a post war average of 6.5%. The prior high was 10% in 1970s.</p>\n<p>Relatedly, household balance sheets improved remarkably. Debt-to-income ratios are the lowest since the 1990s. Consumers will continue to tap more bank loans and credit card capacity, as their confidence increases because employment and the economy remain strong.</p>\n<p>Next, there will be plenty more newly employed people once the extra unemployment benefits expire in September. This means consumer confidence will improve, which invariably boosts economic growth. The labor participation rate has room to improve, leaving spare employment capacity before we hit the full employment that can cap economic growth.</p>\n<p>Now let’s look at the pent-up demand in businesses.</p>\n<p>You know all the shortages of stuff you keep running into or hearing about? Here’s why this is happening. To prepare for a prolonged epidemic, businesses cut inventories to the bone. It was the biggest inventory liquidation ever. But now, companies have to build back inventories. The ongoing inventory rebuild will be huge.</p>\n<p>Companies also cut capacity, which they are building out again. Capital goods spending surged to record highs in the past year, advancing almost 23%, after being essentially flat for most of the prior two decades. This creates sustained growth, and it tells us a lot about business confidence.</p>\n<p><b>The bottom line</b>: We will see 7%-8% GDP growth this year, followed by 4%-4.5% next year and above average growth after that, supporting a sustained bull market in stocks. Expect the normal corrections along the way.</p>\n<p><b>2. An under-appreciated earnings boom lies ahead</b></p>\n<p>The economic rebound has happened so quickly, analysts can’t keep up. Wall Street analysts project $190 a share in S&amp;P 500 earnings this year. But that is woefully low given the expected 7%-8% GDP growth and massive stimulus that has yet to kick in. Stimulus normally takes six to eight months to take effect, and a lot of the recent dollops happened inside that window.</p>\n<p>Paulsen expects 2021 S&amp;P 500 earnings will be more like $220 instead of the consensus estimate of $190.</p>\n<p>“Analysts are still under-appreciating how much profits have improved and how much they will improve,” says Paulsen. “We had dramatic overreaction from policy officials. They addressed the collapse, but created a massive improvement in fundamentals. This is still playing out in terms of the recovery in profits.”</p>\n<p>Plus, more fiscal stimulus is probably on the way, in the form of infrastructure spending.</p>\n<p><b>3. There’s a new Fed in town</b></p>\n<p>For much of the past three decades, the Fed has been quick to tighten its policy to ward off inflation. The central bank killed off growth in the process. That’s one reason why the past 20 years posted the slowest growth in the post-war era. Now, though, the Fed is much more accommodative and this may likely persist because inflation will remain sluggish (more on this, below).</p>\n<p>Here’s a simple gauge to measure this. Take GDP growth and subtract the yield on 10-year TreasuriesTMUBMUSD10Y,1.359%.This gauge was negative for much of 1980-2010, when the Fed kept growth cool to contain inflation. Now, though, Fed policy is helping to keep 10-year yields well below GDP growth, which allows the economy to run hot. This was the state of affairs during 1950-1965, which some analysts call “the golden age of capitalism” because of the glide path in growth.</p>\n<p><b>4. Inflation won’t kill the bull</b></p>\n<p>Inflation may rise near term because the economy is so hot. But medium term, the inflation slayers will win out. Here’s a roundup. The population is aging, and older people spend less. The boom in business capital spending will continue to boost productivity at companies. This allows them to avoid passing along rising costs to customers. Global trade and competition have not gone away. This puts downward pressure on prices since goods can be made more cheaply in many foreign countries. Ongoing technological advances continually put downward pressure on tech products.</p>\n<p><b>5. Valuations will improve</b></p>\n<p>We’re now at the phase in the economic rebound where the following dynamic typically plays out. Stocks trade sideways for months, mostly because of worries about inflation and rising bond yields. All the while, the economy and earnings continue to grow, bringing down stock valuations. This dynamic played out at about this point in prior economic rebounds during 1983-84, 1993-94, 2004-05 and 2009-10. In short, we will see a big surge in earnings while the stock market marks time, or even corrects.</p>\n<p>This will reset stock valuations lower, removing one of the chief concerns among investors — high valuations. If S&amp;P 500 earnings hit $220 by the end of the year and the index is at 4,000 to 4,100 points because of a correction, stocks will be at an 18-19 price earnings ratio — below the average since 1990.</p>\n<p>True to form, the Dow Jones Industrial AverageDJIA,+1.30%and the Russell 2000&nbsp;small-cap index have traded sideways for two to four months. The S&amp;P 500 and Nasdaq&nbsp;recently broke out of trading ranges, but a bigger pullback would send them back into sideways action mode.</p>\n<p><b>6. Sentiment isn’t extreme</b></p>\n<p>As a contrarian, I look for excessive sentiment as a sign that it’s time to raise some cash. We don’t see that yet. A simple gauge to follow is the Investors Intelligence Bull/Bear ratio. It recently came in at 3.92. That’s near the warning path, which for me starts at 4. On the other hand, mutual fund cash was recently at $4.6 trillion, near historical highs. This represents caution among investors.</p>\n<p><b>Three themes to follow</b></p>\n<p>If we are in store for a sustained economic recovery and a multi-year bull market in stocks, it will pay to follow these three themes.</p>\n<p><b>Favor cyclicals.</b>Stay with economically sensitive businesses and add to your holdings in them on pullbacks. This means cyclical companies in areas like financials, materials, industrials and consumer discretionary businesses.</p>\n<p><b>Avoid defensives.</b>If you want yield, go with stocks that pay a dividend but also have capital appreciation potential — not steady growth companies selling stuff like consumer staples. On this theme, in my stock letter Brush Up on Stocks (the link is in bio, below) I’ve recently suggested or reiterated Home Depot&nbsp;in retail, B. Riley Financial,a markets and investment banking name, and Regional Management&nbsp;in consumer finance.</p>\n<p><b>Favor emerging markets.</b>Their growth tends to be higher during expansions. Just be careful with China. It has an aging population. Limited workforce growth may constrain economic growth. Another challenge is that ongoing U.S.-China tensions and the related threat of persistent tariffs and trade barriers have global companies relocating supply chains elsewhere.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The bull market in stocks may last up to five years — here are six reasons why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe bull market in stocks may last up to five years — here are six reasons why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-10 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-bull-market-in-stocks-may-last-up-to-five-years-here-are-six-reasons-why-11625842781?mod=home-page><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support\n(Photo by Jorge Guerrero/AFP via Getty Images)\nWhen the stock market sells off, as it did Thursday,...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-bull-market-in-stocks-may-last-up-to-five-years-here-are-six-reasons-why-11625842781?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-bull-market-in-stocks-may-last-up-to-five-years-here-are-six-reasons-why-11625842781?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185154176","content_text":"The economy is booming, earnings are rising, and the Federal Reserve is giving unprecedented support\n(Photo by Jorge Guerrero/AFP via Getty Images)\nWhen the stock market sells off, as it did Thursday, the right move was to buy your favorite stocks. Friday’s market action proved that.\nIt’s true that there could be a correction, given the already sizable 17% gain in the S&P 500 Index this year. But you should buy then, too.\nHere’s why.\nWe are still only in the early stages of what is going to be a three- to five-year bull market in stocks, for these six reasons.\n1. There’s tremendous pent-up demand\nEveryone is looking to the Federal Reserve for cues about stimulus. They are overlooking private-sector forces that will push stocks higher. To sum up, there’s huge pent-up private-sector demand that will help propel U.S. GDP growth to 8% this year and 3.5%-4.5% for years after that. The pent-up demand comes from the following sources, points out Jim Paulsen, chief strategist and economist at the Leuthold Group.\nFirst, there’s been a surge in household formation, as millennials hit the family years. This helps explain the big uptick in home demand. Once you buy a house, you have to fill it up with stuff. More consumer demand on the way.\nBehind the scenes, consumers have massive unspent savings because they hunkered down for the pandemic. The personal savings rate hit nearly 16% of GDP, compared to a post war average of 6.5%. The prior high was 10% in 1970s.\nRelatedly, household balance sheets improved remarkably. Debt-to-income ratios are the lowest since the 1990s. Consumers will continue to tap more bank loans and credit card capacity, as their confidence increases because employment and the economy remain strong.\nNext, there will be plenty more newly employed people once the extra unemployment benefits expire in September. This means consumer confidence will improve, which invariably boosts economic growth. The labor participation rate has room to improve, leaving spare employment capacity before we hit the full employment that can cap economic growth.\nNow let’s look at the pent-up demand in businesses.\nYou know all the shortages of stuff you keep running into or hearing about? Here’s why this is happening. To prepare for a prolonged epidemic, businesses cut inventories to the bone. It was the biggest inventory liquidation ever. But now, companies have to build back inventories. The ongoing inventory rebuild will be huge.\nCompanies also cut capacity, which they are building out again. Capital goods spending surged to record highs in the past year, advancing almost 23%, after being essentially flat for most of the prior two decades. This creates sustained growth, and it tells us a lot about business confidence.\nThe bottom line: We will see 7%-8% GDP growth this year, followed by 4%-4.5% next year and above average growth after that, supporting a sustained bull market in stocks. Expect the normal corrections along the way.\n2. An under-appreciated earnings boom lies ahead\nThe economic rebound has happened so quickly, analysts can’t keep up. Wall Street analysts project $190 a share in S&P 500 earnings this year. But that is woefully low given the expected 7%-8% GDP growth and massive stimulus that has yet to kick in. Stimulus normally takes six to eight months to take effect, and a lot of the recent dollops happened inside that window.\nPaulsen expects 2021 S&P 500 earnings will be more like $220 instead of the consensus estimate of $190.\n“Analysts are still under-appreciating how much profits have improved and how much they will improve,” says Paulsen. “We had dramatic overreaction from policy officials. They addressed the collapse, but created a massive improvement in fundamentals. This is still playing out in terms of the recovery in profits.”\nPlus, more fiscal stimulus is probably on the way, in the form of infrastructure spending.\n3. There’s a new Fed in town\nFor much of the past three decades, the Fed has been quick to tighten its policy to ward off inflation. The central bank killed off growth in the process. That’s one reason why the past 20 years posted the slowest growth in the post-war era. Now, though, the Fed is much more accommodative and this may likely persist because inflation will remain sluggish (more on this, below).\nHere’s a simple gauge to measure this. Take GDP growth and subtract the yield on 10-year TreasuriesTMUBMUSD10Y,1.359%.This gauge was negative for much of 1980-2010, when the Fed kept growth cool to contain inflation. Now, though, Fed policy is helping to keep 10-year yields well below GDP growth, which allows the economy to run hot. This was the state of affairs during 1950-1965, which some analysts call “the golden age of capitalism” because of the glide path in growth.\n4. Inflation won’t kill the bull\nInflation may rise near term because the economy is so hot. But medium term, the inflation slayers will win out. Here’s a roundup. The population is aging, and older people spend less. The boom in business capital spending will continue to boost productivity at companies. This allows them to avoid passing along rising costs to customers. Global trade and competition have not gone away. This puts downward pressure on prices since goods can be made more cheaply in many foreign countries. Ongoing technological advances continually put downward pressure on tech products.\n5. Valuations will improve\nWe’re now at the phase in the economic rebound where the following dynamic typically plays out. Stocks trade sideways for months, mostly because of worries about inflation and rising bond yields. All the while, the economy and earnings continue to grow, bringing down stock valuations. This dynamic played out at about this point in prior economic rebounds during 1983-84, 1993-94, 2004-05 and 2009-10. In short, we will see a big surge in earnings while the stock market marks time, or even corrects.\nThis will reset stock valuations lower, removing one of the chief concerns among investors — high valuations. If S&P 500 earnings hit $220 by the end of the year and the index is at 4,000 to 4,100 points because of a correction, stocks will be at an 18-19 price earnings ratio — below the average since 1990.\nTrue to form, the Dow Jones Industrial AverageDJIA,+1.30%and the Russell 2000 small-cap index have traded sideways for two to four months. The S&P 500 and Nasdaq recently broke out of trading ranges, but a bigger pullback would send them back into sideways action mode.\n6. Sentiment isn’t extreme\nAs a contrarian, I look for excessive sentiment as a sign that it’s time to raise some cash. We don’t see that yet. A simple gauge to follow is the Investors Intelligence Bull/Bear ratio. It recently came in at 3.92. That’s near the warning path, which for me starts at 4. On the other hand, mutual fund cash was recently at $4.6 trillion, near historical highs. This represents caution among investors.\nThree themes to follow\nIf we are in store for a sustained economic recovery and a multi-year bull market in stocks, it will pay to follow these three themes.\nFavor cyclicals.Stay with economically sensitive businesses and add to your holdings in them on pullbacks. This means cyclical companies in areas like financials, materials, industrials and consumer discretionary businesses.\nAvoid defensives.If you want yield, go with stocks that pay a dividend but also have capital appreciation potential — not steady growth companies selling stuff like consumer staples. On this theme, in my stock letter Brush Up on Stocks (the link is in bio, below) I’ve recently suggested or reiterated Home Depot in retail, B. Riley Financial,a markets and investment banking name, and Regional Management in consumer finance.\nFavor emerging markets.Their growth tends to be higher during expansions. Just be careful with China. It has an aging population. Limited workforce growth may constrain economic growth. Another challenge is that ongoing U.S.-China tensions and the related threat of persistent tariffs and trade barriers have global companies relocating supply chains elsewhere.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145568887,"gmtCreate":1626230983249,"gmtModify":1703755987958,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>Go higher pls","listText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>Go higher pls","text":"$XIAOMI-W(01810)$Go higher pls","images":[{"img":"https://static.tigerbbs.com/99082539249046c24516926bd21c4b23","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/145568887","isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":146945105,"gmtCreate":1626051436607,"gmtModify":1703752314516,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146945105","repostId":"1161725031","repostType":4,"repost":{"id":"1161725031","kind":"news","pubTimestamp":1626049348,"share":"https://ttm.financial/m/news/1161725031?lang=&edition=fundamental","pubTime":"2021-07-12 08:22","market":"fut","language":"en","title":"Oil Edges Higher With Investors Betting on Accelerating Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=1161725031","media":"Bloomberg","summary":"Consumption has climbed in key energy markets such as U.S.\nWTI crude futures trade near $75 after cl","content":"<ul>\n <li>Consumption has climbed in key energy markets such as U.S.</li>\n <li>WTI crude futures trade near $75 after climbing over 2% Friday.</li>\n</ul>\n<p>Oil edged higher after a two-day gain amid optimism that fuel demand will keep rising, despite a Covid-19 resurgence in many regions.</p>\n<p>Futures in New York traded near $75 a barrel after climbing more than 2% on Friday. The rollout of vaccines andreboundin economic activity in major economies, particularly the U.S., has underpinned the increasing fuel consumption. The spread of the virus’s delta variant and uncertainty over supply from the OPEC+ alliance are clouding the outlook, however.</p>\n<p><img src=\"https://static.tigerbbs.com/e7833b125a0a98604045197eefd93613\" tg-width=\"620\" tg-height=\"348\"></p>\n<p>Oil’s upward momentum was interrupted last week after an OPEC+ meeting on output levels wasabandoned. Crude capped its first weekly loss since May -- despite an end-of-week rally -- with the stalemate raising concern the group’s unity may fracture and lead to a price war. The alliance had been widely expected to restore more of the production sidelined during the pandemic.</p>\n<p>The International Energy Agency will provide investors with a snapshot of the market on Tuesday with the release of its monthly report, while OPEC will also release its monthly report on Thursday.</p>\n<p>The market’s bullish structure has eased slightly on the OPEC+ uncertainty. The prompt timespread for Brent was 83 cents a barrel in backwardation -- where near-dated contracts are more expensive than later-dated ones. That compares with 99 cents a week earlier.</p>\n<p>The coronavirus remains a constant source of concern. The U.S. reported themost casessince mid-May as delta takes hold in less vaccinated areas. French officials warned of a new wave, while U.K. Prime Minister Boris Johnson will warn people tostay vigilantas he prepares to lift virtually all remaining restrictions in England. In Asia, Indonesia is in the throes of a major outbreak and case numbers are also high in Thailand and Malaysia.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Edges Higher With Investors Betting on Accelerating Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Edges Higher With Investors Betting on Accelerating Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-07-11/oil-extends-gains-with-investors-betting-on-accelerating-demand?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Consumption has climbed in key energy markets such as U.S.\nWTI crude futures trade near $75 after climbing over 2% Friday.\n\nOil edged higher after a two-day gain amid optimism that fuel demand will ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-07-11/oil-extends-gains-with-investors-betting-on-accelerating-demand?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2021-07-11/oil-extends-gains-with-investors-betting-on-accelerating-demand?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161725031","content_text":"Consumption has climbed in key energy markets such as U.S.\nWTI crude futures trade near $75 after climbing over 2% Friday.\n\nOil edged higher after a two-day gain amid optimism that fuel demand will keep rising, despite a Covid-19 resurgence in many regions.\nFutures in New York traded near $75 a barrel after climbing more than 2% on Friday. The rollout of vaccines andreboundin economic activity in major economies, particularly the U.S., has underpinned the increasing fuel consumption. The spread of the virus’s delta variant and uncertainty over supply from the OPEC+ alliance are clouding the outlook, however.\n\nOil’s upward momentum was interrupted last week after an OPEC+ meeting on output levels wasabandoned. Crude capped its first weekly loss since May -- despite an end-of-week rally -- with the stalemate raising concern the group’s unity may fracture and lead to a price war. The alliance had been widely expected to restore more of the production sidelined during the pandemic.\nThe International Energy Agency will provide investors with a snapshot of the market on Tuesday with the release of its monthly report, while OPEC will also release its monthly report on Thursday.\nThe market’s bullish structure has eased slightly on the OPEC+ uncertainty. The prompt timespread for Brent was 83 cents a barrel in backwardation -- where near-dated contracts are more expensive than later-dated ones. That compares with 99 cents a week earlier.\nThe coronavirus remains a constant source of concern. The U.S. reported themost casessince mid-May as delta takes hold in less vaccinated areas. French officials warned of a new wave, while U.K. Prime Minister Boris Johnson will warn people tostay vigilantas he prepares to lift virtually all remaining restrictions in England. In Asia, Indonesia is in the throes of a major outbreak and case numbers are also high in Thailand and Malaysia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148141854,"gmtCreate":1625963375078,"gmtModify":1703751197472,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Good read&nbsp;","listText":"Good read&nbsp;","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148141854","repostId":"2150306047","repostType":4,"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148143768,"gmtCreate":1625963343754,"gmtModify":1703751196170,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>Go up further?","listText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>Go up further?","text":"$XIAOMI-W(01810)$Go up further?","images":[{"img":"https://static.tigerbbs.com/f140eb4e0c1fffc3335e21dc0efbdd93","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/148143768","isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":175079063,"gmtCreate":1627000429552,"gmtModify":1703482102214,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"What’s happening?&nbsp;","listText":"What’s happening?&nbsp;","text":"What’s happening?","images":[{"img":"https://static.tigerbbs.com/9b126c71fcb518af2fb45ea5ba4107e4","width":"1125","height":"3654"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175079063","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172210120,"gmtCreate":1626962046560,"gmtModify":1703481453314,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Will it drop further? Pick??","listText":"Will it drop further? Pick??","text":"Will it drop further? Pick??","images":[{"img":"https://static.tigerbbs.com/a02731c55a46876e7151b32b9cabecaf","width":"1125","height":"2605"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172210120","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":173827650,"gmtCreate":1626654026170,"gmtModify":1703762670767,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Good price to continue buying?","listText":"Good price to continue buying?","text":"Good price to continue buying?","images":[{"img":"https://static.tigerbbs.com/5a53864ba710470d328dc51bd2af6424","width":"1125","height":"3068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173827650","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":173827037,"gmtCreate":1626653988629,"gmtModify":1703762670281,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Is this a good price to buy?","listText":"Is this a good price to buy?","text":"Is this a good price to buy?","images":[{"img":"https://static.tigerbbs.com/ff140c21801afa8cbc0f4bfb62b9cc70","width":"1125","height":"3068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/173827037","isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":170724888,"gmtCreate":1626453778244,"gmtModify":1703760568928,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Let’s go up!!","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Let’s go up!!","text":"$Palantir Technologies Inc.(PLTR)$Let’s go up!!","images":[{"img":"https://static.tigerbbs.com/abab7026a29f99a187a5ada2f9e1df5d","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170724888","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":170135203,"gmtCreate":1626410979702,"gmtModify":1703759646101,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Please don’t drop further…&nbsp;","listText":"Please don’t drop further…&nbsp;","text":"Please don’t drop further…","images":[{"img":"https://static.tigerbbs.com/f469d80fd7902b1cdfe2a7b5f1a23d95","width":"1125","height":"2425"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170135203","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":170132420,"gmtCreate":1626410902260,"gmtModify":1703759644590,"author":{"id":"3582194736755428","authorId":"3582194736755428","name":"Blahblah1234","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582194736755428","authorIdStr":"3582194736755428"},"themes":[],"htmlText":"Is it too high to buy now?","listText":"Is it too high to buy now?","text":"Is it too high to buy now?","images":[{"img":"https://static.tigerbbs.com/51f80c0cb9e6aa69fc5852b8df7c2fa2","width":"1125","height":"2507"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170132420","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}