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ML808

ML808

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2023-02-12

Agree

Microsoft Co-Founder Bill Gates: ChatGPT “Will Change Our World”

2023-02-12

So many now

Google Cautions Against "Hallucinating" Chatbots

2023-02-12

Great

The 2 Dow Jones Stocks to Watch Next Week

2023-01-14

Interesting

Dow Falls More Than 250 Points As Bank Shares Decline on Recession Fears

2023-01-12

Great

EV Stocks Gained in Morning Trading with Arrival Jumping 20%

2023-01-09

Wiill be interesting

Earnings Season Will Test the Market’s Great Start

2023-01-08

Interesting

Apple Stock: Buy Below $100?

2023-01-07

Any risk?

5 Must-Buy Cryptos for Your January Buy List

2023-01-06

Great

3 Top Stocks of 2022 That Will Shine Again in 2023

2023-01-05

Great

7 Must-Buy Dividend Stocks for Your January Buy List

2023-01-04

Oh no

U.S. Stocks Gave up Gains and Turned Down in Morning Trading; Nasdaq Fell 0.7% While S&P 500 and Dow Jones Slid Less Than 0.5%

2023-01-03

Great

Singapore's Economy "Will Be Affected" With "Troubled" International Outlook: PM Lee

2023-01-02

Interesting

Nio Sets Record With 15,815 Delivery in December

2022-12-30

Interesting

These Are the Stocks That Kept Investors Up at Night in 2022

2022-12-28

Hope so

Poor Earnings, Shallow Recession To Drag S&P 500 Initially, But I Expect Strong Recovery To 4,151

2022-12-23

Interesting

Apple Stock: Bull vs. Bear

2022-12-21

Interesting

Microsoft, Snowflake, Datadog Among JP Morgan's Top Software Stocks for 2023

2022-12-19

Interesting

Apple Stock: What The Interest Rate Hike Means For Investors

2022-12-14

Interesting to see stock market reaction.

Wall St Rises After CPI Data but Fed Concerns Persist

2022-12-13

Interesting

Top Calls on Wall Street: Qualcomm, Micron, Coinbase and More

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The new programs like ChatGPT will make many office jobs more efficient by helping to write invoices or letters. This will change our world,&#34; he said, in comments published in German.</p><p>ChatGPT, developed by U.S. firm OpenAI and backed by Microsoft Corp   , has been rated the fastest-growing consumer app in history.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310619261","content_text":"(Reuters) - Microsoft co-founder Bill Gates believes ChatGPT, a chatbot that gives strikingly human-like responses to user queries, is as significant as the invention of the internet, he told German business daily Handelsblatt in an interview published on Friday.\"Until now, artificial intelligence could read and write, but could not understand the content. The new programs like ChatGPT will make many office jobs more efficient by helping to write invoices or letters. This will change our world,\" he said, in comments published in German.ChatGPT, developed by U.S. firm OpenAI and backed by Microsoft Corp   , has been rated the fastest-growing consumer app in history.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954155496,"gmtCreate":1676153182815,"gmtModify":1676153187578,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"So many now","listText":"So many now","text":"So many now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954155496","repostId":"2310667052","repostType":4,"repost":{"id":"2310667052","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1676079465,"share":"https://ttm.financial/m/news/2310667052?lang=&edition=fundamental","pubTime":"2023-02-11 09:37","market":"us","language":"en","title":"Google Cautions Against \"Hallucinating\" Chatbots","url":"https://stock-news.laohu8.com/highlight/detail?id=2310667052","media":"Reuters","summary":"(Reuters) - The boss of Google's search engine warned against the pitfalls of artificial intelligenc","content":"<html><head></head><body><p>(Reuters) - The boss of Google&#39;s search engine warned against the pitfalls of artificial intelligence in chatbots in a newspaper interview published on Saturday, as Google parent company Alphabet battles to compete with blockbuster app ChatGPT.</p><p>&#34;This kind of artificial intelligence we&#39;re talking about right now can sometimes lead to something we call hallucination,&#34; Prabhakar Raghavan, senior vice president at Google and head of Google Search, told Germany&#39;s Welt am Sonntag newspaper.</p><p>&#34;This then expresses itself in such a way that a machine provides a convincing but completely made-up answer,&#34; Raghavan said in comments published in German. One of the fundamental tasks, he added, was keeping this to a minimum.</p><p>Google has been on the back foot after OpenAI, a startup Microsoft    is backing with around $10 billion, in November introduced ChatGPT, which has since wowed users with its strikingly human-like responses to user queries.</p><p>Alphabet Inc introduced Bard, its own chatbot, earlier this week, but the software shared inaccurate information in a promotional video in a gaffe that cost the company $100 billion in market value on Wednesday.</p><p>Alphabet, which is still conducting user testing on Bard, has not yet indicated when the app could go public.</p><p>&#34;We obviously feel the urgency, but we also feel the great responsibility,&#34; Raghavan said. &#34;We certainly don&#39;t want to mislead the public.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Cautions Against \"Hallucinating\" Chatbots</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\">\nGoogle Cautions Against \"Hallucinating\" Chatbots\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-02-11 09:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The boss of Google&#39;s search engine warned against the pitfalls of artificial intelligence in chatbots in a newspaper interview published on Saturday, as Google parent company Alphabet battles to compete with blockbuster app ChatGPT.</p><p>&#34;This kind of artificial intelligence we&#39;re talking about right now can sometimes lead to something we call hallucination,&#34; Prabhakar Raghavan, senior vice president at Google and head of Google Search, told Germany&#39;s Welt am Sonntag newspaper.</p><p>&#34;This then expresses itself in such a way that a machine provides a convincing but completely made-up answer,&#34; Raghavan said in comments published in German. One of the fundamental tasks, he added, was keeping this to a minimum.</p><p>Google has been on the back foot after OpenAI, a startup Microsoft    is backing with around $10 billion, in November introduced ChatGPT, which has since wowed users with its strikingly human-like responses to user queries.</p><p>Alphabet Inc introduced Bard, its own chatbot, earlier this week, but the software shared inaccurate information in a promotional video in a gaffe that cost the company $100 billion in market value on Wednesday.</p><p>Alphabet, which is still conducting user testing on Bard, has not yet indicated when the app could go public.</p><p>&#34;We obviously feel the urgency, but we also feel the great responsibility,&#34; Raghavan said. &#34;We certainly don&#39;t want to mislead the public.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310667052","content_text":"(Reuters) - The boss of Google's search engine warned against the pitfalls of artificial intelligence in chatbots in a newspaper interview published on Saturday, as Google parent company Alphabet battles to compete with blockbuster app ChatGPT.\"This kind of artificial intelligence we're talking about right now can sometimes lead to something we call hallucination,\" Prabhakar Raghavan, senior vice president at Google and head of Google Search, told Germany's Welt am Sonntag newspaper.\"This then expresses itself in such a way that a machine provides a convincing but completely made-up answer,\" Raghavan said in comments published in German. One of the fundamental tasks, he added, was keeping this to a minimum.Google has been on the back foot after OpenAI, a startup Microsoft    is backing with around $10 billion, in November introduced ChatGPT, which has since wowed users with its strikingly human-like responses to user queries.Alphabet Inc introduced Bard, its own chatbot, earlier this week, but the software shared inaccurate information in a promotional video in a gaffe that cost the company $100 billion in market value on Wednesday.Alphabet, which is still conducting user testing on Bard, has not yet indicated when the app could go public.\"We obviously feel the urgency, but we also feel the great responsibility,\" Raghavan said. \"We certainly don't want to mislead the public.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954155566,"gmtCreate":1676153078155,"gmtModify":1676153081878,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954155566","repostId":"2310677238","repostType":4,"repost":{"id":"2310677238","pubTimestamp":1676161277,"share":"https://ttm.financial/m/news/2310677238?lang=&edition=fundamental","pubTime":"2023-02-12 08:21","market":"us","language":"en","title":"The 2 Dow Jones Stocks to Watch Next Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2310677238","media":"Motley Fool","summary":"Can the stock market regain its momentum?","content":"<html><head></head><body><p>Stocks closed Friday&#39;s session mixed, with the <b>Dow Jones Industrial Average </b>(^DJI 0.50%) and <b>S&amp;P 500 </b>(^GSPC 0.22%) managing to scrape out modest gains. However, the <b>Nasdaq Composite </b>(^IXIC -0.61%) lagged behind, reflecting the uncertainty that investors across Wall Street are feeling about the prospects for 2023.</p><p>Many investors watch the Dow Jones Industrial Average stocks more than the rest of the market because the 30 components that make up the index include some of the best-known companies in the world. Next week, all eyes will be on <a href=\"https://laohu8.com/S/KO\">Coca-Cola </a> and <a href=\"https://laohu8.com/S/CSCO\">Cisco Systems </a> because both Dow components are scheduled to release their latest financial results. Below, you&#39;ll learn more about what&#39;s been happening with Coca-Cola and Cisco, and see whether investors are optimistic about their prospects heading into next week&#39;s reports.</p><h2><a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> looks to win the soft drink challenge</h2><p>Coca-Cola is scheduled to release its financial results on Tuesday before the market opens. The beverage giant&#39;s stock held up well during 2022, but it has gotten off to a rocky start early this year as market sentiment has been shifting away from defensive sectors like consumer staples and toward higher-growth industries.</p><p>The third-quarter financial report Coca-Cola delivered in late October showed the general strength that the beverage company has enjoyed lately. The company used its pricing power to fight back against inflationary pressures, boosting its revenue by 10% year over year and seeing earnings per share grow 7% on a comparable basis. Moreover, management gave an upbeat assessment for the remainder of the year, projecting 14% to 15% organic sales growth and fighting successfully against weakness in foreign currencies.</p><p>Yet some investors are concerned that Coca-Cola stock might be getting too expensive. Despite signs of resilience and upward momentum in its financial results, earnings multiples in the mid-20s to high-20s are above average for the Dow, particularly with interest rates having risen dramatically. Nevertheless, a dividend yield of nearly 3% makes the stock attractive for income investors.</p><p>Shareholders expect flat earnings performance on a more modest uptick in sales for the fourth quarter. If Coca-Cola doesn&#39;t deliver, then the stock&#39;s woes from earlier in 2023 could be just the start of a longer downtrend.</p><h2><a href=\"https://laohu8.com/S/CSCO\">Cisco</a> looks to power up</h2><p>Cisco Systems is scheduled to deliver its fiscal 2023 second-quarter earnings report on Wednesday after the closing bell. Most investors expect only small gains in sales and profits, but those might be enough to satisfy those who are nervous about the tech space.</p><p>The fiscal first-quarter results Cisco reported in November made it clear that technology is in a slow-growth mode right now, but they were still enough to please investors. Revenue  rose 7% year over year to $13.6 billion, and a big drop in share count helped lift its earnings by 5% to $0.86 per share.</p><p>Shareholders have liked the fact that Cisco is making a transition away from complete reliance on hardware. Now, its subscription-based software platform generates recurring revenue that is somewhat smoothing out the company&#39;s financial results. That could hold back its growth, but it will also protect Cisco during tough times.</p><p>Investors should look for management&#39;s views on how the remainder of its 2023 fiscal year will go. Moreover, if the company can keep buying back stock, that could support further share price gains for months or even years to come.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 2 Dow Jones Stocks to Watch Next Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 2 Dow Jones Stocks to Watch Next Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-12 08:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/10/the-2-dow-jones-stocks-to-watch-next-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks closed Friday's session mixed, with the Dow Jones Industrial Average (^DJI 0.50%) and S&P 500 (^GSPC 0.22%) managing to scrape out modest gains. However, the Nasdaq Composite (^IXIC -0.61%) ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/10/the-2-dow-jones-stocks-to-watch-next-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CSCO":"思科","KO":"可口可乐"},"source_url":"https://www.fool.com/investing/2023/02/10/the-2-dow-jones-stocks-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2310677238","content_text":"Stocks closed Friday's session mixed, with the Dow Jones Industrial Average (^DJI 0.50%) and S&P 500 (^GSPC 0.22%) managing to scrape out modest gains. However, the Nasdaq Composite (^IXIC -0.61%) lagged behind, reflecting the uncertainty that investors across Wall Street are feeling about the prospects for 2023.Many investors watch the Dow Jones Industrial Average stocks more than the rest of the market because the 30 components that make up the index include some of the best-known companies in the world. Next week, all eyes will be on Coca-Cola  and Cisco Systems  because both Dow components are scheduled to release their latest financial results. Below, you'll learn more about what's been happening with Coca-Cola and Cisco, and see whether investors are optimistic about their prospects heading into next week's reports.Coca-Cola looks to win the soft drink challengeCoca-Cola is scheduled to release its financial results on Tuesday before the market opens. The beverage giant's stock held up well during 2022, but it has gotten off to a rocky start early this year as market sentiment has been shifting away from defensive sectors like consumer staples and toward higher-growth industries.The third-quarter financial report Coca-Cola delivered in late October showed the general strength that the beverage company has enjoyed lately. The company used its pricing power to fight back against inflationary pressures, boosting its revenue by 10% year over year and seeing earnings per share grow 7% on a comparable basis. Moreover, management gave an upbeat assessment for the remainder of the year, projecting 14% to 15% organic sales growth and fighting successfully against weakness in foreign currencies.Yet some investors are concerned that Coca-Cola stock might be getting too expensive. Despite signs of resilience and upward momentum in its financial results, earnings multiples in the mid-20s to high-20s are above average for the Dow, particularly with interest rates having risen dramatically. Nevertheless, a dividend yield of nearly 3% makes the stock attractive for income investors.Shareholders expect flat earnings performance on a more modest uptick in sales for the fourth quarter. If Coca-Cola doesn't deliver, then the stock's woes from earlier in 2023 could be just the start of a longer downtrend.Cisco looks to power upCisco Systems is scheduled to deliver its fiscal 2023 second-quarter earnings report on Wednesday after the closing bell. Most investors expect only small gains in sales and profits, but those might be enough to satisfy those who are nervous about the tech space.The fiscal first-quarter results Cisco reported in November made it clear that technology is in a slow-growth mode right now, but they were still enough to please investors. Revenue  rose 7% year over year to $13.6 billion, and a big drop in share count helped lift its earnings by 5% to $0.86 per share.Shareholders have liked the fact that Cisco is making a transition away from complete reliance on hardware. Now, its subscription-based software platform generates recurring revenue that is somewhat smoothing out the company's financial results. That could hold back its growth, but it will also protect Cisco during tough times.Investors should look for management's views on how the remainder of its 2023 fiscal year will go. Moreover, if the company can keep buying back stock, that could support further share price gains for months or even years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958350214,"gmtCreate":1673643892539,"gmtModify":1676538869303,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958350214","repostId":"1137050689","repostType":4,"repost":{"id":"1137050689","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673620249,"share":"https://ttm.financial/m/news/1137050689?lang=&edition=fundamental","pubTime":"2023-01-13 22:30","market":"us","language":"en","title":"Dow Falls More Than 250 Points As Bank Shares Decline on Recession Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=1137050689","media":"Tiger Newspress","summary":"The stock market was set to end a winning week on a sour note as JPMorgan Chase led a decline in ban","content":"<html><head></head><body><p>The stock market was set to end a winning week on a sour note as JPMorgan Chase led a decline in bank shares after it warned a recession was its base case for the year.</p><p>The Dow Jones Industrial Average fell 303 points, or 0.9%, on Friday morning, while the S&amp;P 500 slid 1%. The Nasdaq Composite dropped 1.1% and was on pace to snap a five-day win streak.</p><p>JPMorgan Chase posted revenue that beat expectations, but the bank warned it was setting aside more money to cover credit losses because a “mild recession” is its “central case.” The bank posted a $2.3 billion provision for credit losses in the quarter, a 49% increase from the third quarter. The stock fell more than 2%.</p><p>Wells Fargo shares fell 2% after the bank reported its quarterly figures. Bank of America also fell 2% premarket despite reporting better-than-expected earnings for the fourth quarter.</p><p>Delta Air Lines also reported earnings and revenue that beat estimates for the final quarter of 2022. However, the stock slid more than 5% in the premarket.</p><p>Investors have been awaiting these results to gain more insight into the health of the economy.</p><p>“As the tug-of-war among analysts intensifies around the prospects for a recession — and the depth of a recession — the earnings reports from the banks, coupled with their guidance, should help clarify how businesses and consumers are managing,” said Quincy Krosby, LPL Financial’s chief global strategist.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow Falls More Than 250 Points As Bank Shares Decline on Recession Fears</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\">\nDow Falls More Than 250 Points As Bank Shares Decline on Recession Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-13 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The stock market was set to end a winning week on a sour note as JPMorgan Chase led a decline in bank shares after it warned a recession was its base case for the year.</p><p>The Dow Jones Industrial Average fell 303 points, or 0.9%, on Friday morning, while the S&amp;P 500 slid 1%. The Nasdaq Composite dropped 1.1% and was on pace to snap a five-day win streak.</p><p>JPMorgan Chase posted revenue that beat expectations, but the bank warned it was setting aside more money to cover credit losses because a “mild recession” is its “central case.” The bank posted a $2.3 billion provision for credit losses in the quarter, a 49% increase from the third quarter. The stock fell more than 2%.</p><p>Wells Fargo shares fell 2% after the bank reported its quarterly figures. Bank of America also fell 2% premarket despite reporting better-than-expected earnings for the fourth quarter.</p><p>Delta Air Lines also reported earnings and revenue that beat estimates for the final quarter of 2022. However, the stock slid more than 5% in the premarket.</p><p>Investors have been awaiting these results to gain more insight into the health of the economy.</p><p>“As the tug-of-war among analysts intensifies around the prospects for a recession — and the depth of a recession — the earnings reports from the banks, coupled with their guidance, should help clarify how businesses and consumers are managing,” said Quincy Krosby, LPL Financial’s chief global strategist.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137050689","content_text":"The stock market was set to end a winning week on a sour note as JPMorgan Chase led a decline in bank shares after it warned a recession was its base case for the year.The Dow Jones Industrial Average fell 303 points, or 0.9%, on Friday morning, while the S&P 500 slid 1%. The Nasdaq Composite dropped 1.1% and was on pace to snap a five-day win streak.JPMorgan Chase posted revenue that beat expectations, but the bank warned it was setting aside more money to cover credit losses because a “mild recession” is its “central case.” The bank posted a $2.3 billion provision for credit losses in the quarter, a 49% increase from the third quarter. The stock fell more than 2%.Wells Fargo shares fell 2% after the bank reported its quarterly figures. Bank of America also fell 2% premarket despite reporting better-than-expected earnings for the fourth quarter.Delta Air Lines also reported earnings and revenue that beat estimates for the final quarter of 2022. However, the stock slid more than 5% in the premarket.Investors have been awaiting these results to gain more insight into the health of the economy.“As the tug-of-war among analysts intensifies around the prospects for a recession — and the depth of a recession — the earnings reports from the banks, coupled with their guidance, should help clarify how businesses and consumers are managing,” said Quincy Krosby, LPL Financial’s chief global strategist.","news_type":1},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951669922,"gmtCreate":1673477219867,"gmtModify":1676538842156,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9951669922","repostId":"1145398079","repostType":4,"repost":{"id":"1145398079","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673448891,"share":"https://ttm.financial/m/news/1145398079?lang=&edition=fundamental","pubTime":"2023-01-11 22:54","market":"us","language":"en","title":"EV Stocks Gained in Morning Trading with Arrival Jumping 20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145398079","media":"Tiger Newspress","summary":"EV stocks gained in morning trading with Arrival jumping 20%.","content":"<html><head></head><body><p>EV stocks gained in morning trading with Arrival jumping 20%.<img src=\"https://static.tigerbbs.com/f08ccac986d25deea278a055a7e8a275\" tg-width=\"250\" tg-height=\"488\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Gained in Morning Trading with Arrival Jumping 20%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nEV Stocks Gained in Morning Trading with Arrival Jumping 20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-11 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks gained in morning trading with Arrival jumping 20%.<img src=\"https://static.tigerbbs.com/f08ccac986d25deea278a055a7e8a275\" tg-width=\"250\" tg-height=\"488\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145398079","content_text":"EV stocks gained in morning trading with Arrival jumping 20%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953837180,"gmtCreate":1673217835841,"gmtModify":1676538799478,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Wiill be interesting&nbsp;","listText":"Wiill be interesting&nbsp;","text":"Wiill be interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953837180","repostId":"2301475181","repostType":4,"repost":{"id":"2301475181","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673140820,"share":"https://ttm.financial/m/news/2301475181?lang=&edition=fundamental","pubTime":"2023-01-08 09:20","market":"us","language":"en","title":"Earnings Season Will Test the Market’s Great Start","url":"https://stock-news.laohu8.com/highlight/detail?id=2301475181","media":"Dow Jones","summary":"Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor marke","content":"<html><head></head><body><p>Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.</p><p>It was the kind of release that makes an oft-wished-for soft landing seem almost possible.</p><p>If job growth can continue without fueling a wage-price spiral, then perhaps it won&#39;t take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.</p><p>So goes the bullish thinking.</p><p>That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&amp;P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.</p><p>If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It&#39;s another sign that investors expect the Fed to change its tune. They hope Friday&#39;s jobs report sent the Fed a message -- its job is almost done.</p><p><img src=\"https://static.tigerbbs.com/d8d660bff719b54ee732ddb0da0da2f9\" tg-width=\"955\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>One data point, however, won&#39;t be enough to change the Fed&#39;s mind. The market will be looking to December&#39;s consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed&#39;s next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.</p><p>But it&#39;s not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&amp;P 500 will report over the following month and a half.</p><p>Few are expecting a good fourth quarter. In aggregate, S&amp;P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.</p><p>Analysts&#39; current estimate would bring 2022 S&amp;P 500 EPS to $219.80, which would be up 5.6% for the year. It&#39;s likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.</p><p>The earnings slump won&#39;t hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.</p><p>On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&amp;P 500&#39;s EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.</p><p>But those beats might not matter if companies can&#39;t provide at least a decent outlook for 2023.</p><p>The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&amp;P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron&#39;s in December calls for a 2.7% decline in S&amp;P 500 profits in 2023 to an average of $214 per share.</p><p>The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That&#39;s largely in line with the Fed&#39;s view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.</p><p>Needless to say, that&#39;s not a winning combination for stocks -- no matter what the jobs report said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Season Will Test the Market’s Great Start</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\">\nEarnings Season Will Test the Market’s Great Start\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-08 09:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.</p><p>It was the kind of release that makes an oft-wished-for soft landing seem almost possible.</p><p>If job growth can continue without fueling a wage-price spiral, then perhaps it won&#39;t take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.</p><p>So goes the bullish thinking.</p><p>That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&amp;P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.</p><p>If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It&#39;s another sign that investors expect the Fed to change its tune. They hope Friday&#39;s jobs report sent the Fed a message -- its job is almost done.</p><p><img src=\"https://static.tigerbbs.com/d8d660bff719b54ee732ddb0da0da2f9\" tg-width=\"955\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>One data point, however, won&#39;t be enough to change the Fed&#39;s mind. The market will be looking to December&#39;s consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed&#39;s next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.</p><p>But it&#39;s not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&amp;P 500 will report over the following month and a half.</p><p>Few are expecting a good fourth quarter. In aggregate, S&amp;P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.</p><p>Analysts&#39; current estimate would bring 2022 S&amp;P 500 EPS to $219.80, which would be up 5.6% for the year. It&#39;s likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.</p><p>The earnings slump won&#39;t hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.</p><p>On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&amp;P 500&#39;s EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.</p><p>But those beats might not matter if companies can&#39;t provide at least a decent outlook for 2023.</p><p>The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&amp;P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron&#39;s in December calls for a 2.7% decline in S&amp;P 500 profits in 2023 to an average of $214 per share.</p><p>The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That&#39;s largely in line with the Fed&#39;s view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.</p><p>Needless to say, that&#39;s not a winning combination for stocks -- no matter what the jobs report said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DAL":"达美航空",".SPX":"S&P 500 Index","UNH":"联合健康",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","JPM":"摩根大通","BAC":"美国银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301475181","content_text":"Investors got their Goldilocks jobs report on Friday morning, with a growing-but-slowing labor market, a tick-up in participation, and a deceleration in the pace of wage gains.It was the kind of release that makes an oft-wished-for soft landing seem almost possible.If job growth can continue without fueling a wage-price spiral, then perhaps it won't take a recession to break the back of inflation, especially as increases in commodities and goods prices continue to reverse. The Federal Reserve could declare victory in its inflation fight and ease off its monetary policy tightening sooner rather than later in 2023, setting off rallies across asset classes.So goes the bullish thinking.That narrative was on display this past Friday when stock indexes surged to end a choppy holiday-shortened week higher. The S&P 500 finished the week up 1.45%, the Dow Jones Industrial Average added 1.46%, and the Nasdaq Composite ticked up 0.98%.If all that sounds familiar, it should. The Fed has stated that it plans to increase interest rates in early 2023, then hold there for some time. Federal-funds futures pricing, however, implies a peak in rates by the spring, then cuts in the back half of 2023. It's another sign that investors expect the Fed to change its tune. They hope Friday's jobs report sent the Fed a message -- its job is almost done.One data point, however, won't be enough to change the Fed's mind. The market will be looking to December's consumer price index this coming Thursday as its next macro bogey -- one that will provide additional fodder for the Fed's next policy meeting in February. The rate of inflation is expected to fall to 6.5% year over year from 7.1% in November.But it's not just about the economic data. This coming Friday brings the start of fourth-quarter earnings season, with some major companies -- JPMorgan Chase (ticker: JPM), Bank of America (BAC), UnitedHealth Group (UNH), and Delta Air Lines (DAL) among them -- kicking off the festivities. The vast majority of the S&P 500 will report over the following month and a half.Few are expecting a good fourth quarter. In aggregate, S&P 500 companies are expected to report their first losing quarter since 2020. Earnings per share are forecast to decline by 2.2% year over year, to $53.87, after roughly 4.4% growth in the third quarter and 8.4% in the second quarter, per IBES data from Refinitiv. The consensus fourth-quarter outlook became much gloomier as 2022 proceeded -- at the start of last year, analysts had penciled in 14.1% year-over-year earnings growth for the period.Analysts' current estimate would bring 2022 S&P 500 EPS to $219.80, which would be up 5.6% for the year. It's likely to end up a bit better than that, as most companies tend to beat consensus estimates. Revenue, though, is forecast to rise 4.1% year over year in the fourth quarter, to $3.7 trillion, and 11.2% for all of 2022, to $13.8 trillion. The fact that sales are rising but earnings are falling is a sign that corporate profit margins appear to have peaked for this cycle.The earnings slump won't hit all companies equally. The energy and industrial sectors are expected to be outliers, delivering EPS growth of 65% and 43%, respectively, from a year earlier. Those are among the cyclically sensitive companies that suffered the most during the Covid-19 recession and are still enjoying the rebound.On the opposite end of the spectrum are materials, where earnings are forecast to drop by 22% as prices of many industrial inputs have returned to earth; communication services, down 21% due to an expected drop in advertising spending and continued streaming losses at many media companies; and consumer discretionary, down 15% on potentially weaker spending in 2023. Tech, which makes up close to a quarter of the S&P 500's EPS, is expected to show a 9% decline in earnings in the fourth quarter as wage costs balloon at many software companies, enterprise demand slows, and semiconductors remain in a downturn. Expectations are so low that the fourth-quarter results could be strong relative to forecasts.But those beats might not matter if companies can't provide at least a decent outlook for 2023.The bottom-up consensus -- gleaned by summing the average earnings estimates from all individual stock and sector analysts for each of the companies in the S&P 500 -- is for EPS to grow by 4.4% to $229.52 in 2023, according to Refinitiv, up from about $220 in 2022. Conversely, the top-down view of Wall Street strategists surveyed by Barron's in December calls for a 2.7% decline in S&P 500 profits in 2023 to an average of $214 per share.The difference is in the profit margins. Strategists see them getting squeezed by rising wages and higher interest costs, even as the prices they charge customers moderate. That's largely in line with the Fed's view that some elements of inflation are sticky and will take time -- and economic pain -- to bring down. If that scenario plays out, the shift lower in earnings expectations would make the market appear pricier even as the Fed continues to increase interest rates.Needless to say, that's not a winning combination for stocks -- no matter what the jobs report said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953992294,"gmtCreate":1673130500918,"gmtModify":1676538789503,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953992294","repostId":"2301724633","repostType":4,"repost":{"id":"2301724633","pubTimestamp":1673050754,"share":"https://ttm.financial/m/news/2301724633?lang=&edition=fundamental","pubTime":"2023-01-07 08:19","market":"us","language":"en","title":"Apple Stock: Buy Below $100?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301724633","media":"Seeking Alpha","summary":"SummaryApple's market cap dipped below $2tn in trading for the first time since early 2021. We conti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple&#39;s market cap dipped below $2tn in trading for the first time since early 2021. We continue to be hold-rated on Apple.</li><li>We expect Apple stock will drop to $100 as the company cleans up the mess of production disruptions in China.</li><li>We believe it&#39;s time to bring up the discussion of Apple diversifying its production away from China; we expect to see Apple shift away from a China-centered production toward 2024.</li><li>Despite China&#39;s reopening efforts, we expect Apple to still be pressured in the near term by risks of increased COVID cases causing worker shortages.</li><li>Hence, we recommend investors wait for a better entry point on Apple stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/478be11c7cf08bafb87068aae2a76fa8\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>Scott Olson/Getty Images News</span></p><p>We see our expectations of Apple (NASDAQ:AAPL) stock materialize and hence maintain our hold rating. Apple was the first public tech company valued at $3tn, and on Tuesday fell below $2tn in trading for the first time since 2021. Weexpect Apple to continue facing churn as it deals with the aftermath of supply chain issues in China. In late November, management warned of significant disruption just before the holiday season, forecasting subdued sales growth around Christmas, amounting to 8%. Despite China&#39;s efforts to rapidly move away from lockdown restrictions, our biggest concern for Apple is still the geographic concentration of iPhone production in China and a potential shortage of workers due to China lifting COVID regulations. We believe Apple will experience a bumpy first half of 2023. We recommend investors avoid buying the dip just yet as we forecast more downside ahead.</p><p>We expect Apple stock to fall below $100 per share. The stock has already dropped nearly 18% since we first published our hold rating in mid-September. The following graph outlines our rating history on Apple over the past year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3a94dc450cdc6fe299b0a963005e9ee\" tg-width=\"640\" tg-height=\"187\" width=\"100%\" height=\"auto\"/><span>SeekingAlpha</span></p><p><b>Time to discuss diversifying production: Exiting China</b></p><p>Despite China&#39;s efforts to move away from lockdown restrictions, we still don&#39;t believe Apple is out of the woods. Apple is working on resorting production after the Foxconn factory went through a series of turmoil from COVID restrictions to worker protests. Apple heavily relies on Chinese Foxconn for 90% of planned production capacity, and we believe Apple&#39;s geographic concentration of production has caught up to it over the past several months. The wait time for Apple&#39;s latest iPhone models, 14 Pro and 14 Pro Max, in the U.S. reached up to 34 days before Christmas. We expect the slowed-down production to reflect negatively on Apple&#39;s earnings in 1Q23. Wedbush Securities analyst Daniel Ives estimates the production disruptions to have cost Apple roughly $1bn a week in November from losses in iPhone sales.</p><p>Despite Foxconn now shipping at 90% of peak capacity, we don&#39;t believe Apple will easily compensate for the losses created near the end of 2022. We expect the downside of production issues in China to cause the stock to drop below $100 per share. Our bearish sentiment on Apple in the first half of 2023 is based on the belief that the consequences of production disruptions are still pressuring the company. Additionally, we believe China&#39;s reopening creates a new risk for Apple&#39;s factories: potential worker shortages in factories across the country. Bindiya Vakil, Chief executive of a California-based group that tracks supply-chain services, reported expecting &#34;a lot of operations get impacted by absenteeism, not just at factories, but a warehouse, distribution, logistics and transportation facilities as well.&#34; We expect the next couple of months will be defining for Apple to be able to restore production smoothly and make up for the shortcomings of 2022.</p><p><b>Plans to move more production to India</b></p><p>Apple announced plans tomove more productionand assembly processes to India in 2024. Foxconn announced it would invest $500 mn in an Indian subsidiary to help boost operational capacity. Apple already produces iPhone models in India since 2017; we expect production outside of China to increase as Apple and other global firms adopt a &#34;plus-one strategy&#34; to de-risk themselves from overly relying on China for production.</p><p>Apple is expected to move around 5% of the production of its latest iPhone 14 to India, the second-largest smartphone market after China. Additionally, the company is expected by JP Morgan analysts to move a quarter of all Apple products&#39; production to India by 2025. We&#39;re constructive on Apple&#39;s efforts to diversify production but believe these plans are too late to save Apple from the impact of production issues that occurred late last year.</p><p><b>Valuation</b></p><p>Apple stock is not cheap, trading at 18.5x C2024 EPS $6.83 on a P/E basis compared to the peer group average of 16.8x. On an EV/Sales metric, the stock is trading at 4.8x versus the peer group average of 4.0x. We believe Apple is overvalued for the near-term risks present and recommend investors wait for a better entry point on the stock.</p><p>The following table outlines Apple&#39;s valuation compared to the peer group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/710a8d9d5e73027c6b117b567a7866da\" tg-width=\"640\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>TechStockPros</span></p><p><b>Word on Wall Street</b></p><p>Wall Street is bullish on Apple. Of the 41 analysts covering the stock, 33 are buy-rated, seven are hold-rated, and the remaining are sell-rated. We believe most Wall Street analysts maintain a buy-rating on the stock due to the belief that Apple will be able to weather supply chain issues resulting from China&#39;s supply-chain disruptions. The stock is currently trading at $126. The median and mean sell-side price targets are $175, with a potential upside of 39%.</p><p>The following table outlines Apple&#39;s sell-side rating and price targets.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c363a45422366e463159055274ebe76\" tg-width=\"560\" tg-height=\"273\" width=\"100%\" height=\"auto\"/><span>TechStockPros</span></p><p><b>What to do with the stock</b></p><p>We believe Apple is weighed down by the aftermath of production issues in China alongside weaker-than-expected consumer demand in its strongest market hold in the U.S. We expect the stock to continue to drop further by nearly 21% to trading at $100 per share. Hence, we don&#39;t expect the company to grow meaningfully in the near term. We&#39;re constructive on Apple in the longer term as it plans to outsource more production to India toward 2024. Nevertheless, we expect Apple&#39;s 1Q23 earnings scheduled for early February to reflect the negatives of the holiday season and pull the stock down further. We recommend investors wait on the sideline for the downside to being factored in.</p><p>This article is written by Tech Stock Pros for reference only. Please note the risks.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Buy Below $100?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Buy Below $100?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568211-aapl-stock-investors-wait-better-entry-point-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple's market cap dipped below $2tn in trading for the first time since early 2021. We continue to be hold-rated on Apple.We expect Apple stock will drop to $100 as the company cleans up the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4568211-aapl-stock-investors-wait-better-entry-point-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4512":"苹果概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4571":"数字音乐概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4507":"流媒体概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4575":"芯片概念","BK4566":"资本集团","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","BK4559":"巴菲特持仓","BK4501":"段永平概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4550":"红杉资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4505":"高瓴资本持仓"},"source_url":"https://seekingalpha.com/article/4568211-aapl-stock-investors-wait-better-entry-point-hold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301724633","content_text":"SummaryApple's market cap dipped below $2tn in trading for the first time since early 2021. We continue to be hold-rated on Apple.We expect Apple stock will drop to $100 as the company cleans up the mess of production disruptions in China.We believe it's time to bring up the discussion of Apple diversifying its production away from China; we expect to see Apple shift away from a China-centered production toward 2024.Despite China's reopening efforts, we expect Apple to still be pressured in the near term by risks of increased COVID cases causing worker shortages.Hence, we recommend investors wait for a better entry point on Apple stock.Scott Olson/Getty Images NewsWe see our expectations of Apple (NASDAQ:AAPL) stock materialize and hence maintain our hold rating. Apple was the first public tech company valued at $3tn, and on Tuesday fell below $2tn in trading for the first time since 2021. Weexpect Apple to continue facing churn as it deals with the aftermath of supply chain issues in China. In late November, management warned of significant disruption just before the holiday season, forecasting subdued sales growth around Christmas, amounting to 8%. Despite China's efforts to rapidly move away from lockdown restrictions, our biggest concern for Apple is still the geographic concentration of iPhone production in China and a potential shortage of workers due to China lifting COVID regulations. We believe Apple will experience a bumpy first half of 2023. We recommend investors avoid buying the dip just yet as we forecast more downside ahead.We expect Apple stock to fall below $100 per share. The stock has already dropped nearly 18% since we first published our hold rating in mid-September. The following graph outlines our rating history on Apple over the past year.SeekingAlphaTime to discuss diversifying production: Exiting ChinaDespite China's efforts to move away from lockdown restrictions, we still don't believe Apple is out of the woods. Apple is working on resorting production after the Foxconn factory went through a series of turmoil from COVID restrictions to worker protests. Apple heavily relies on Chinese Foxconn for 90% of planned production capacity, and we believe Apple's geographic concentration of production has caught up to it over the past several months. The wait time for Apple's latest iPhone models, 14 Pro and 14 Pro Max, in the U.S. reached up to 34 days before Christmas. We expect the slowed-down production to reflect negatively on Apple's earnings in 1Q23. Wedbush Securities analyst Daniel Ives estimates the production disruptions to have cost Apple roughly $1bn a week in November from losses in iPhone sales.Despite Foxconn now shipping at 90% of peak capacity, we don't believe Apple will easily compensate for the losses created near the end of 2022. We expect the downside of production issues in China to cause the stock to drop below $100 per share. Our bearish sentiment on Apple in the first half of 2023 is based on the belief that the consequences of production disruptions are still pressuring the company. Additionally, we believe China's reopening creates a new risk for Apple's factories: potential worker shortages in factories across the country. Bindiya Vakil, Chief executive of a California-based group that tracks supply-chain services, reported expecting \"a lot of operations get impacted by absenteeism, not just at factories, but a warehouse, distribution, logistics and transportation facilities as well.\" We expect the next couple of months will be defining for Apple to be able to restore production smoothly and make up for the shortcomings of 2022.Plans to move more production to IndiaApple announced plans tomove more productionand assembly processes to India in 2024. Foxconn announced it would invest $500 mn in an Indian subsidiary to help boost operational capacity. Apple already produces iPhone models in India since 2017; we expect production outside of China to increase as Apple and other global firms adopt a \"plus-one strategy\" to de-risk themselves from overly relying on China for production.Apple is expected to move around 5% of the production of its latest iPhone 14 to India, the second-largest smartphone market after China. Additionally, the company is expected by JP Morgan analysts to move a quarter of all Apple products' production to India by 2025. We're constructive on Apple's efforts to diversify production but believe these plans are too late to save Apple from the impact of production issues that occurred late last year.ValuationApple stock is not cheap, trading at 18.5x C2024 EPS $6.83 on a P/E basis compared to the peer group average of 16.8x. On an EV/Sales metric, the stock is trading at 4.8x versus the peer group average of 4.0x. We believe Apple is overvalued for the near-term risks present and recommend investors wait for a better entry point on the stock.The following table outlines Apple's valuation compared to the peer group.TechStockProsWord on Wall StreetWall Street is bullish on Apple. Of the 41 analysts covering the stock, 33 are buy-rated, seven are hold-rated, and the remaining are sell-rated. We believe most Wall Street analysts maintain a buy-rating on the stock due to the belief that Apple will be able to weather supply chain issues resulting from China's supply-chain disruptions. The stock is currently trading at $126. The median and mean sell-side price targets are $175, with a potential upside of 39%.The following table outlines Apple's sell-side rating and price targets.TechStockProsWhat to do with the stockWe believe Apple is weighed down by the aftermath of production issues in China alongside weaker-than-expected consumer demand in its strongest market hold in the U.S. We expect the stock to continue to drop further by nearly 21% to trading at $100 per share. Hence, we don't expect the company to grow meaningfully in the near term. We're constructive on Apple in the longer term as it plans to outsource more production to India toward 2024. Nevertheless, we expect Apple's 1Q23 earnings scheduled for early February to reflect the negatives of the holiday season and pull the stock down further. We recommend investors wait on the sideline for the downside to being factored in.This article is written by Tech Stock Pros for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959409236,"gmtCreate":1673039900625,"gmtModify":1676538772828,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Any risk?","listText":"Any risk?","text":"Any risk?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959409236","repostId":"1197128777","repostType":4,"repost":{"id":"1197128777","pubTimestamp":1673018894,"share":"https://ttm.financial/m/news/1197128777?lang=&edition=fundamental","pubTime":"2023-01-06 23:28","market":"other","language":"en","title":"5 Must-Buy Cryptos for Your January Buy List","url":"https://stock-news.laohu8.com/highlight/detail?id=1197128777","media":"InvestorPlace","summary":"This year is likely the best time to go shopping for cryptos to buy.Qtum(QTUM-USD): The project comb","content":"<html><head></head><body><ul><li>This year is likely the best time to go shopping for cryptos to buy.</li><li><b>Qtum</b>(<b><u>QTUM-USD</u></b>): The project combines the strengths of the two biggest projects and has remarkable flexibility.</li><li><b>r/Cryptocurrency Moons</b>(<b><u>MOON-USD</u></b>):<b>Reddit’s</b>biggest community token is unlikely to slide out of relevancy.</li><li><b>Altava</b>(<b><u>TAVA-USD</u></b>): The Asian market largely shields TAVA from<b>FTX’s</b>collapse.</li><li><b>XRP</b>(<b><u>XRP-USD</u></b>): Its critical lawsuit with the SEC makes it a high-risk, high-reward gamble.</li><li><b>Filecoin</b>(<b><u>FIL-USD</u></b>): The project is set to benefit from the fast-growing data center industry.</li></ul><p>2022 was an awful year for crypto investors. Unfortunately, there aren’t many investors looking for cryptos to buy in 2023. The ultra-loose monetary policy is long gone, and most cryptocurrency projects are finding it extraordinarily difficult to maintain their current price, let alone their uptrend.Nonetheless, there are still many projects that have good upside prospects. The crypto market is highly cyclical, and buying some of these projects right now could pay off in the long run, especially once the market turns a corner.</p><p>However, investors should also consider the risk-reward ratio they target when investing in crypto. A good rule of thumb is to put around 5% of your portfolio into highly speculative assets. While <b>Bitcoin</b>(<b><u>BTC-USD</u></b>) and <b>Ethereum</b>(<b><u>ETH-USD</u></b>) are solid long-term investments, their upside potential isn’t as great due to their high market capitalizations, and I don’t consider both of them as “highly speculative.” Almost everyone knows about the two big projects, and discussing them more in this article will be of little value.</p><p>Therefore, this article will feature the following five cryptos for investors looking for cryptos to buy with more upside potential. Naturally, this comes with more volatility, but these assets should fit the “highly speculative” criteria:</p><p><b>Cryptos to Buy: Qtum (QTUM-USD)</b></p><p><b>Qtum</b>(<b><u>QTUM-USD</u></b>) deserves a much higher valuation due to its complexity and solutionist purpose. The project aims to combine the strengths of Bitcoin and Ethereum while addressing the problems on these blockchains. The most significant feature of the Qtum blockchain is that it allows “smart contracts to change the core parameters of the network such as block size and gas fees without ever needing to hard fork the blockchain.” This characteristic could boost the project’s value once it gains more recognition.</p><p>Moreover, the project could benefit disproportionately from the next crypto bull run for two reasons: One, its small market cap and cyclical nature. Two, the project could see more inflow of funds and developers as Bitcoin and Ethereum are heavily congested during such bull runs. The project’s flexibility regarding fees and support for various programming languages will also make it more appealing.</p><p><b>Cryptos to Buy: r/Cryptocurrency Moons (MOON-USD)</b></p><p><b>r/Cryptocurrency Moons</b>(<b><u>MOON-USD</u></b>) are the community tokens for <b>Reddit’s</b> largest cryptocurrency subreddit. The token is supported by the subreddit’s growing members and will stay relevant despite its small size, as Reddit is among the most influential social media platforms.</p><p>On the contrary, the MOON token does not have developers and is entirely decentralized. Thus, this is not a utility token but rather an asset that relies primarily on crypto’s popularity. This token could surge once the crypto market turns a corner and the subreddit gains more activity. Most significantly, many big-name exchanges are active on the r/Cryptocurrency subreddit and are likely to list the token sometime in the future.</p><p><b>ALTAVA (TAVA-USD)</b></p><p><b>ALTAVA</b>(<b><u>TAVA-USD</u></b>) is a project focusing on the metaverse and luxury non-fungible tokens. TAVA had a rough start in 2022 due to the broad-based decline in crypto-related assets last year, but there’s more to look forward to for this token. First, the TAVA token is resilient at its current valuation as all its cons are priced in. Moreover, Altava is an Asia-based company that is more resilient and less affected by the FTX crisis than most American projects. It is also a company with actual revenue. Altava is breaking even for 2022, which is rare for Web3 projects that usually burn capital and have zero revenue. The company also has partnerships with many blue-chip companies, which is another plus point.</p><p>Second, <b>Meta Platforms</b>(NASDAQ: <b><u>META</u></b>) has yet to give up on its metaverse segment and continues spending billions on marketing and developing the virtual world. If this does pay off in the long run, TAVA is set to be a major beneficiary.</p><p><b>XRP (XRP-USD)</b></p><p><b>Ripple’s XRP</b>(<b><u>XRP-USD</u></b>) is among the high-risk, high-reward cryptos to buy ideas despite being among the market’s largest projects. Its blockchain technology is among the most successful and is among the rare few projects that managed to have a real-world impact. The company has partnered with 300+ financial institutions, including <b>Bank of America</b>(NYSE: <b>BAC</b>), <b>Standard Chartered Bank</b>(OTCMKTS: <b>SCBFY</b>), <b>American Express</b>(NYSE: <b>AXP</b>), and the <b>Royal Bank of Canada</b>(NYSE: <b>RY</b>).</p><p>In addition, Ripple is also the first choice for many countries that are considering central bank digital currencies (or CBDCs). Of course, one may think that such a project should be valued much higher. Why isn’t it, then? The biggest concern for Ripple is that it is under a Securities and Exchange Commission (or SEC)lawsuit. The SEC considers XRP as a security, and the ruling could have significant implications for the broader crypto market.</p><p>Conversely, Ripple has a strong case as XRP does not meet the definition of securities and has no investment contract, and the case is more in its favor. However, the SEC is a federal agency, which complicates the issue. If XRP does win the lawsuit, its upside could be massive.</p><p><b>Filecoin (FIL-USD)</b></p><p><b>Filecoin</b>(<b><u>FIL-USD</u></b>) is a decentralized peer-to-peer storage system that could gain traction due to the fast-growing data center industry. The project offers can store data without a centralized authority and without any censorship for much lower costs than traditional data centers. Moreover, there’s no central server, so the project offers remarkable uptime.</p><p>I see the FIL token valued much more than it currently is in the future. As Data centers and cloud businesses continue to grow, the demand for FIL will too. Blockchain storage is still an up-and-coming industry; if it goes mainstream, Filecoin will likely be a multibagger investment. Thus, it is among the top cryptos to buy.</p></body></html>","source":"investorplace","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>5 Must-Buy Cryptos for Your January Buy List</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\">\n5 Must-Buy Cryptos for Your January Buy List\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/5-must-buy-cryptos-for-your-january-buy-list/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year is likely the best time to go shopping for cryptos to buy.Qtum(QTUM-USD): The project combines the strengths of the two biggest projects and has remarkable flexibility.r/Cryptocurrency Moons...</p>\n\n<a href=\"https://investorplace.com/2023/01/5-must-buy-cryptos-for-your-january-buy-list/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://investorplace.com/2023/01/5-must-buy-cryptos-for-your-january-buy-list/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197128777","content_text":"This year is likely the best time to go shopping for cryptos to buy.Qtum(QTUM-USD): The project combines the strengths of the two biggest projects and has remarkable flexibility.r/Cryptocurrency Moons(MOON-USD):Reddit’sbiggest community token is unlikely to slide out of relevancy.Altava(TAVA-USD): The Asian market largely shields TAVA fromFTX’scollapse.XRP(XRP-USD): Its critical lawsuit with the SEC makes it a high-risk, high-reward gamble.Filecoin(FIL-USD): The project is set to benefit from the fast-growing data center industry.2022 was an awful year for crypto investors. Unfortunately, there aren’t many investors looking for cryptos to buy in 2023. The ultra-loose monetary policy is long gone, and most cryptocurrency projects are finding it extraordinarily difficult to maintain their current price, let alone their uptrend.Nonetheless, there are still many projects that have good upside prospects. The crypto market is highly cyclical, and buying some of these projects right now could pay off in the long run, especially once the market turns a corner.However, investors should also consider the risk-reward ratio they target when investing in crypto. A good rule of thumb is to put around 5% of your portfolio into highly speculative assets. While Bitcoin(BTC-USD) and Ethereum(ETH-USD) are solid long-term investments, their upside potential isn’t as great due to their high market capitalizations, and I don’t consider both of them as “highly speculative.” Almost everyone knows about the two big projects, and discussing them more in this article will be of little value.Therefore, this article will feature the following five cryptos for investors looking for cryptos to buy with more upside potential. Naturally, this comes with more volatility, but these assets should fit the “highly speculative” criteria:Cryptos to Buy: Qtum (QTUM-USD)Qtum(QTUM-USD) deserves a much higher valuation due to its complexity and solutionist purpose. The project aims to combine the strengths of Bitcoin and Ethereum while addressing the problems on these blockchains. The most significant feature of the Qtum blockchain is that it allows “smart contracts to change the core parameters of the network such as block size and gas fees without ever needing to hard fork the blockchain.” This characteristic could boost the project’s value once it gains more recognition.Moreover, the project could benefit disproportionately from the next crypto bull run for two reasons: One, its small market cap and cyclical nature. Two, the project could see more inflow of funds and developers as Bitcoin and Ethereum are heavily congested during such bull runs. The project’s flexibility regarding fees and support for various programming languages will also make it more appealing.Cryptos to Buy: r/Cryptocurrency Moons (MOON-USD)r/Cryptocurrency Moons(MOON-USD) are the community tokens for Reddit’s largest cryptocurrency subreddit. The token is supported by the subreddit’s growing members and will stay relevant despite its small size, as Reddit is among the most influential social media platforms.On the contrary, the MOON token does not have developers and is entirely decentralized. Thus, this is not a utility token but rather an asset that relies primarily on crypto’s popularity. This token could surge once the crypto market turns a corner and the subreddit gains more activity. Most significantly, many big-name exchanges are active on the r/Cryptocurrency subreddit and are likely to list the token sometime in the future.ALTAVA (TAVA-USD)ALTAVA(TAVA-USD) is a project focusing on the metaverse and luxury non-fungible tokens. TAVA had a rough start in 2022 due to the broad-based decline in crypto-related assets last year, but there’s more to look forward to for this token. First, the TAVA token is resilient at its current valuation as all its cons are priced in. Moreover, Altava is an Asia-based company that is more resilient and less affected by the FTX crisis than most American projects. It is also a company with actual revenue. Altava is breaking even for 2022, which is rare for Web3 projects that usually burn capital and have zero revenue. The company also has partnerships with many blue-chip companies, which is another plus point.Second, Meta Platforms(NASDAQ: META) has yet to give up on its metaverse segment and continues spending billions on marketing and developing the virtual world. If this does pay off in the long run, TAVA is set to be a major beneficiary.XRP (XRP-USD)Ripple’s XRP(XRP-USD) is among the high-risk, high-reward cryptos to buy ideas despite being among the market’s largest projects. Its blockchain technology is among the most successful and is among the rare few projects that managed to have a real-world impact. The company has partnered with 300+ financial institutions, including Bank of America(NYSE: BAC), Standard Chartered Bank(OTCMKTS: SCBFY), American Express(NYSE: AXP), and the Royal Bank of Canada(NYSE: RY).In addition, Ripple is also the first choice for many countries that are considering central bank digital currencies (or CBDCs). Of course, one may think that such a project should be valued much higher. Why isn’t it, then? The biggest concern for Ripple is that it is under a Securities and Exchange Commission (or SEC)lawsuit. The SEC considers XRP as a security, and the ruling could have significant implications for the broader crypto market.Conversely, Ripple has a strong case as XRP does not meet the definition of securities and has no investment contract, and the case is more in its favor. However, the SEC is a federal agency, which complicates the issue. If XRP does win the lawsuit, its upside could be massive.Filecoin (FIL-USD)Filecoin(FIL-USD) is a decentralized peer-to-peer storage system that could gain traction due to the fast-growing data center industry. The project offers can store data without a centralized authority and without any censorship for much lower costs than traditional data centers. Moreover, there’s no central server, so the project offers remarkable uptime.I see the FIL token valued much more than it currently is in the future. As Data centers and cloud businesses continue to grow, the demand for FIL will too. Blockchain storage is still an up-and-coming industry; if it goes mainstream, Filecoin will likely be a multibagger investment. Thus, it is among the top cryptos to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959829948,"gmtCreate":1672959497485,"gmtModify":1676538762477,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959829948","repostId":"1150864286","repostType":4,"repost":{"id":"1150864286","pubTimestamp":1672932571,"share":"https://ttm.financial/m/news/1150864286?lang=&edition=fundamental","pubTime":"2023-01-05 23:29","market":"us","language":"en","title":"3 Top Stocks of 2022 That Will Shine Again in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1150864286","media":"InvestorPlace","summary":"The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three","content":"<html><head></head><body><ul><li>The <b>S&amp;P 500</b> had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.</li><li><b>O’Reilly Automotive</b>(<b><u>ORLY</u></b>): Recession or not, it’s got an excellent business in a fantastic industry.</li><li><b>Occidental Petroleum</b>(<b><u>OXY</u></b>): Warren Buffett should make some more money for his shareholders in 2023.</li><li><b>Merck &amp; Co.</b>(<b><u>MRK</u></b>): It’s as solid as they come.</li></ul><p>The <b>S&amp;P 500</b> generated a total return of -19.44% in 2022, its worst calendar-year performance since 2008. Not surprisingly, given that the energy sector was the only sector in positive territory this past year, up 59%, nine out of the 10 top stocks in 2022 were oil and gas-related businesses.</p><p>Very early in the new year, investors are likely wondering who the winners and losers will be in 2023. An excellent place to start would be to go with those stocks that exhibited momentum in December.</p><p>To qualify for my list of three top stocks that will shine again in 2023, a company must have delivered positive returns in 2022, generated a return on assets of 10% or higher, and have more than $1 billion in free cash flow.</p><p>In 2023, there is a good chance that the winning stocks will be companies with healthy and protectable margins rather than those with strong revenue growth.</p><p><b>O’Reilly Automotive (ORLY)</b></p><p><b>O’Reilly Automotive</b>(NASDAQ: <b><u>ORLY</u></b>) had a total return in 2022 of 19.51%, 200% higher than the S&amp;P 500. It finished 2022 with a five-year total return of 28.54%.</p><p>Good for a company that sells aftermarket automotive parts to the professional and do-it-yourself (DIY) crowd. Through the nine months that ended Sept. 30, 2022, its revenue from DIY customers was$5.91 billion, or 57% of its overall sales. Sales to professional service providers accounted for 40% of its $10.75 billion overall, with other sales accounting for the remaining 3%.</p><p>In late October, while reporting its Q3 2022 results, O’Reilly’s full-year 2022 guidance included same-store sales growth of 5.0% at the midpoint of its outlook, revenues of $14.2 billion, earnings per share of $32.60, and $1.95 billion in free cash flow.</p><p>In July, August, and September, O’Reilly repurchased 1.0 million of its shares at an average price of $683.09. As a result, its return on the $710 million investment is 23.5% through the end of 2022. In the first nine months of 2022, it repurchased 4.4 million shares at an average of $646.61.</p><p>Since January 2011, it’s repurchased 90.2 million shares at an average price of $219.14, good for a compound annual growth rate of 11.9%, 215 basis points higher than the index over the same 12 years.</p><p>It’s an excellent business in good times and bad. Aftermarket auto parts rarely lose their demand.</p><p><b>Occidental Petroleum (OXY)</b></p><p><b>Occidental Petroleum</b>(NYSE: <b><u>OXY</u></b>) had a total return in 2022 of 119.08%, 713% higher than the S&amp;P 500. However, it finished 2022 with a five-year total return of -0.84%.</p><p>Less risk-tolerant investors who want to bet on OXY stock in 2023 might consider buying <b>Berkshire Hathaway</b>(NYSE: <b><u>BRK.A</u></b>, <b><u>BRK.B</u></b>)stock instead. Warren Buffett’s holding company has significant investments in energy other than its 194.4 million shares in Occidental.</p><p>However, if the risk isn’t a problem, Occidental could be in for a repeat performance in 2023. Perhaps not a triple-digit return — it’s the best year in Occidental’s history and the top-performing stock in the index — but a 20-30% total return shouldn’t be out of reach for the oil and gas company.</p><p>“[W]e believe OXY is positioned to generate record free cash flow and earnings driven by the combination of a meaningfully lower cost structure, low production decline profile, and higher commodity prices benefiting not only the upstream, but midstream and OxyChem segments as well,” stated Truist Securities analyst Neal Dingmann in a note to clients in November.</p><p>Through the nine months that ended on Sept. 30, 2022, it had a free cash flow of $11.05 billion, 25% higher than for all of 2021. Based on trailing 12-month free cash flow of $14.0 billion, OXY has a free cash flow yield of 24.4%, well above 8%, the minimum yield I consider to be value territory.</p><p>Assuming oil prices remain high in 2023, there’s no reason to believe Occidental’s valuation won’t move higher in the year ahead.</p><p><b>Merck &amp; Co. (MRK)</b></p><p><b>Merck &amp; Co.</b>(NYSE: <b><u>MRK</u></b>)had a total return in 2022 of 48.42%, 349% higher than the S&amp;P 500. It finished 2022 with a five-year total return of 17.32%. It yields a healthy 2.6%.</p><p>In August, I included Merck on a list of three top stocks to buy. The other two were <b>Microsoft</b>(NASDAQ: <b>MSFT</b>)and <b>Hershey</b>(NYSE: <b>HSY</b>). Merck stock is up 22% since. Of the three stocks, it’s easily been the best performer over the past five months.</p><p>At the time, Merck was looking to acquire <b>Seagen</b> for $37 billion. The biotech is focused on cancer medicines such as Adcetris, which is expected to generate at least $805 million in revenue in 2022. However, the deal never got completed due to regulatory concerns.</p><p>While it still might happen, Merck went ahead and acquired <b>Imago Biosciences</b> for $1.35 billion. Imago is a clinical-stage biopharmaceutical company developing bone marrow disease treatments. It might not be a business of Seagen’s stature, but it deepens the company’s pipeline for hematology drugs.</p><p><i>Bloomberg</i> recently discussed why Merck stock had its best calendar-year performance since 1995.</p><p>“‘In our view, MRK is a compelling long-term growth story as it continues to expand franchise cornerstone Keytruda into additional and earlier-line indications,’ Mizuho analysts wrote in a note,” <i>Bloomberg</i> reported on Dec. 30.</p><p>I suggested in my August article that Merck “remains an excellent defensive play.” There’s no question it also remains an excellent offensive play in 2023.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Top Stocks of 2022 That Will Shine Again in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Stocks of 2022 That Will Shine Again in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.O’Reilly Automotive(ORLY): Recession or not, it’s got an ...</p>\n\n<a href=\"https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","ORLY":"奥莱利","MRK":"默沙东"},"source_url":"https://investorplace.com/2023/01/3-top-stocks-of-2022-that-will-shine-again-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150864286","content_text":"The S&P 500 had its worst year since 2008. Of the 143 stocks that gained this past year, these three top stocks of 2022 could do it again.O’Reilly Automotive(ORLY): Recession or not, it’s got an excellent business in a fantastic industry.Occidental Petroleum(OXY): Warren Buffett should make some more money for his shareholders in 2023.Merck & Co.(MRK): It’s as solid as they come.The S&P 500 generated a total return of -19.44% in 2022, its worst calendar-year performance since 2008. Not surprisingly, given that the energy sector was the only sector in positive territory this past year, up 59%, nine out of the 10 top stocks in 2022 were oil and gas-related businesses.Very early in the new year, investors are likely wondering who the winners and losers will be in 2023. An excellent place to start would be to go with those stocks that exhibited momentum in December.To qualify for my list of three top stocks that will shine again in 2023, a company must have delivered positive returns in 2022, generated a return on assets of 10% or higher, and have more than $1 billion in free cash flow.In 2023, there is a good chance that the winning stocks will be companies with healthy and protectable margins rather than those with strong revenue growth.O’Reilly Automotive (ORLY)O’Reilly Automotive(NASDAQ: ORLY) had a total return in 2022 of 19.51%, 200% higher than the S&P 500. It finished 2022 with a five-year total return of 28.54%.Good for a company that sells aftermarket automotive parts to the professional and do-it-yourself (DIY) crowd. Through the nine months that ended Sept. 30, 2022, its revenue from DIY customers was$5.91 billion, or 57% of its overall sales. Sales to professional service providers accounted for 40% of its $10.75 billion overall, with other sales accounting for the remaining 3%.In late October, while reporting its Q3 2022 results, O’Reilly’s full-year 2022 guidance included same-store sales growth of 5.0% at the midpoint of its outlook, revenues of $14.2 billion, earnings per share of $32.60, and $1.95 billion in free cash flow.In July, August, and September, O’Reilly repurchased 1.0 million of its shares at an average price of $683.09. As a result, its return on the $710 million investment is 23.5% through the end of 2022. In the first nine months of 2022, it repurchased 4.4 million shares at an average of $646.61.Since January 2011, it’s repurchased 90.2 million shares at an average price of $219.14, good for a compound annual growth rate of 11.9%, 215 basis points higher than the index over the same 12 years.It’s an excellent business in good times and bad. Aftermarket auto parts rarely lose their demand.Occidental Petroleum (OXY)Occidental Petroleum(NYSE: OXY) had a total return in 2022 of 119.08%, 713% higher than the S&P 500. However, it finished 2022 with a five-year total return of -0.84%.Less risk-tolerant investors who want to bet on OXY stock in 2023 might consider buying Berkshire Hathaway(NYSE: BRK.A, BRK.B)stock instead. Warren Buffett’s holding company has significant investments in energy other than its 194.4 million shares in Occidental.However, if the risk isn’t a problem, Occidental could be in for a repeat performance in 2023. Perhaps not a triple-digit return — it’s the best year in Occidental’s history and the top-performing stock in the index — but a 20-30% total return shouldn’t be out of reach for the oil and gas company.“[W]e believe OXY is positioned to generate record free cash flow and earnings driven by the combination of a meaningfully lower cost structure, low production decline profile, and higher commodity prices benefiting not only the upstream, but midstream and OxyChem segments as well,” stated Truist Securities analyst Neal Dingmann in a note to clients in November.Through the nine months that ended on Sept. 30, 2022, it had a free cash flow of $11.05 billion, 25% higher than for all of 2021. Based on trailing 12-month free cash flow of $14.0 billion, OXY has a free cash flow yield of 24.4%, well above 8%, the minimum yield I consider to be value territory.Assuming oil prices remain high in 2023, there’s no reason to believe Occidental’s valuation won’t move higher in the year ahead.Merck & Co. (MRK)Merck & Co.(NYSE: MRK)had a total return in 2022 of 48.42%, 349% higher than the S&P 500. It finished 2022 with a five-year total return of 17.32%. It yields a healthy 2.6%.In August, I included Merck on a list of three top stocks to buy. The other two were Microsoft(NASDAQ: MSFT)and Hershey(NYSE: HSY). Merck stock is up 22% since. Of the three stocks, it’s easily been the best performer over the past five months.At the time, Merck was looking to acquire Seagen for $37 billion. The biotech is focused on cancer medicines such as Adcetris, which is expected to generate at least $805 million in revenue in 2022. However, the deal never got completed due to regulatory concerns.While it still might happen, Merck went ahead and acquired Imago Biosciences for $1.35 billion. Imago is a clinical-stage biopharmaceutical company developing bone marrow disease treatments. It might not be a business of Seagen’s stature, but it deepens the company’s pipeline for hematology drugs.Bloomberg recently discussed why Merck stock had its best calendar-year performance since 1995.“‘In our view, MRK is a compelling long-term growth story as it continues to expand franchise cornerstone Keytruda into additional and earlier-line indications,’ Mizuho analysts wrote in a note,” Bloomberg reported on Dec. 30.I suggested in my August article that Merck “remains an excellent defensive play.” There’s no question it also remains an excellent offensive play in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959029857,"gmtCreate":1672867066080,"gmtModify":1676538749359,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959029857","repostId":"1134285140","repostType":4,"repost":{"id":"1134285140","pubTimestamp":1672845897,"share":"https://ttm.financial/m/news/1134285140?lang=&edition=fundamental","pubTime":"2023-01-04 23:24","market":"us","language":"en","title":"7 Must-Buy Dividend Stocks for Your January Buy List","url":"https://stock-news.laohu8.com/highlight/detail?id=1134285140","media":"InvestorPlace","summary":"The following are the dividend stocks to buy if you wish to balance safety and potential upside this","content":"<html><head></head><body><ul><li>The following are the dividend stocks to buy if you wish to balance safety and potential upside this year:</li><li><b>Colgate-Palmolive</b>(<b><u>CL</u></b>): The company’s stability is remarkable due to its inelastic toothpaste business.</li><li><b>Nordson Corporation</b>(<b><u>NDSN</u></b>): Nordson’s margins are remarkable, and the company is on a long-term uptrend.</li><li><b>Flowers Foods, Inc</b>(<b><u>FLO</u></b>): Financial indicators are healthy. Its stock is even more stable and consistent.</li><li><b>Verizon</b>(<b>VZ</b>): Last year’s selloff has turned VZ into a value stock.</li><li><b>Stanley Black &amp; Decker</b> (<b>SWK</b>): SWK stock looks highly oversold, and its financials are turning a corner.</li><li><b>Johnson &amp; Johnson</b>(<b>JNJ</b>): Highly profitable inelastic segments will keep it among the safest stocks to buy.</li><li><b>PepsiCo</b> (<b><u>PEP</u></b>): The company has a long history of weathering economic storms and robust growth.</li></ul><p>While a turbulent year behind us, it’s a good time to start looking for dividend stocks to buy. The Federal Reserve is not done raising interest rates, and there is a consensus that the terminal rate could reach 5%. Thus, a lot of volatility and a possible recession still lie ahead. That being said, it’s essential to include dividend stocks in your portfolio. There are many dividend stocks, but some are exceptionally resistant to recessionary pressures.</p><p>Thus, I have picked companies with inelastic and relevant businesses with historical and fundamental resilience to a future recession. The following seven dividend stocks will maintain dividends and generate passive income even during harsh economic conditions.</p><p><b>Colgate-Palmolive (CL)</b></p><p><b>Colgate-Palmolive</b> (NYSE: <b><u>CL</u></b>) is among the most stable long-term dividend stocks to buy. The company’s stability is remarkable as the demand for consumer staples is highly inelastic, especially if it’s for essential products such as toothpaste.Of course, the stock offers little upside due to its entrenched business. But Colgate-Palmolive’s long-term stability will keep it trading at a premium for a long time and help it maintain a healthy dividend yield.</p><p>As for financials, its profits have slightly declined by 2.5% in Q3 of last year. However, once margin compression stops and the supply setbacks are fully resolved, I expect profits to grow along with the top line. The company has 60 years of consecutive increases in dividends and has a forward dividend yield of 2.39%.</p><p><b>Nordson Corp. (NDSN)</b></p><p><b>Nordson Corp.</b>(NASDAQ: <b><u>NDSN</u></b>) is a leading global manufacturer of precision dispensing equipment, fluid management systems, and related technologies. The company has a diversified portfolio of products and services that cater to a wide range of industries, including packaging, electronics, medical, and automotive. Nordson has been in business since 1954, and since then, it has grown to become a major global player in its field.</p><p>The company is well-known for its strong financial performance and robust balance sheet. Nordson’s margins are especially impressive, with anet margin of 19.81%, better than 92.49% of 2768 companies in the industrial products industry.</p><p>Conversely, the company’s dividend yield of 1.09% is less robust, but it has consistently increased over the years. However, this is substituted by the company’s stock performance. NDSN stock is up nearly 60% in the past five years and is only down 5.3% in the past 365 days. Thus, the company offers dividends in addition to its robust performance, making it more appealing.</p><p><b>Flowers Foods (FLO)</b></p><p>If you are looking for dividend stocks to buy with a perfect balance of short-term risk, long-term gains, and robust financials, <b>Flowers Foods</b>(NYSE: <b><u>FLO</u></b>) should be your top pick. The cons of this stock are almost negligible, which is why I routinely include this market idea in my articles.</p><p>First, FLO stock is up 51%-plus in the last five years. Zoom out further, and you can see that the stock has been almost on an unbroken long-term uptrend for the last twenty-two years. Holders of this stock are essentially matching the S&amp;P500’s gain while risking minimal long-term downside, as it has gained 4.62% in the past year. Even better, Flowers Foods has a dividend yield of 3.06%.</p><p>Second, the company’s financials are highly consistent. The company’s top line is growing at a two-digit clip and accelerating in this environment, while its profits grew 5.13% despite margins declining. With that in mind, FLO is undoubtedly among the top dividend stocks to buy for 2023.</p><p><b>Verizon (VZ)</b></p><p><b>Verizon</b>(NYSE: <b>VZ</b>) is generally seen as an underperformer with little upside. However, last year’s selloff has turned VZ into a value stock that investors should start taking seriously. Sure, its profits are down by nearly a quarter. But it should be noted that the company has a well-established business that will remain relevant for years. Furthermore, its top line continues to grow while the company expands into new communications technology segments, such as broadband. The government is keen to develop and broaden internet infrastructure across the U.S., and Verizon is set to benefit from that ambition.</p><p>Simply put, a company with Verizon’s growth prospects and prominence merit a much higher valuation. I believe its current trough is an excellent buy opportunity and could pay off massively in the long run. Verizon’s forward dividend yield of 6.62% and 18 years of consecutive dividend increases are just icing on the cake.</p><p><b>Stanley Black &amp; Decker (SWK)</b></p><p><b>Stanley Black &amp; Decker</b> (NYSE: <b>SWK</b>)is a Fortune 500 American manufacturer of industrial tools and household hardware and a provider of security products. Its stock is near a decade low after the selloff last year, and it seems set to u-turn this year.</p><p>Its financials are turning a corner after both its top, and bottom lines outperformed expectations. Revenue grew 9% in Q3 2022, while profits grew 104%. Margins have also recovered sharply, and SWK stock is bottoming out after a 67% decline from its peak and is now changing hands at 8.24 times earnings.</p><p>Additionally, Stanley Black &amp; Decker has a dividend yield of 4.26% with 55 years of consecutive dividend increases. Thus, SWK stock looks highly oversold and should be among the top market ideas for your dividend stocks to buy list.</p><p><b>Johnson &amp; Johnson (JNJ)</b></p><p>If you are looking for safer stocks similar to FLO and CL, consider <b>Johnson &amp; Johnson</b>(NYSE: <b>JNJ</b>). It is a household name that I don’t need to discuss much further except that the company has a remarkably well-established business with highly profitable inelastic segments. The company’s top line is slowing down but remains robust while its profits have picked up again. It also has a healthy dividend yield of 2.56% and a notable net margin of 20%, ranked better than 88.45% of 1056 companies in the drug manufacturing industry.</p><p>All things considered, Johnson &amp; Johnson is among the safest dividend stocks to buy. The company’s robust profits and stability will allow it to pay dividends while growing for the foreseeable future.</p><p><b>PepsiCo (PEP)</b></p><p><b>PepsiCo</b>(NASDAQ: <b>PEP</b>) is the safest and least volatile among the seven dividend stocks to buy for 2023. It is also dividend king with 51 years of consecutive dividend increases, which makes it even more appealing. The company has a long history of weathering economic storms that will continue to give PEP a substantial edge among other safe stocks. Its business is highly diversified into inelastic segments, and its products will remain relevant for decades.</p><p>Furthermore, PepsiCo’s dividend yield of 2.55%, combined with its impressive net margin of 11.61%, ranked better than 81.65% of 109 companies in the non-alcoholic beverages industry, making it an attractive option for investors looking for value and long-term capital appreciation. The company’s 3-year revenue growth rate also sits at a healthy 8% clip, in the top 25% in its industry.</p></body></html>","source":"investorplace","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>7 Must-Buy Dividend Stocks for Your January Buy List</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\">\n7 Must-Buy Dividend Stocks for Your January Buy List\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/01/7-must-buy-dividend-stocks-for-your-january-buy-list/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The following are the dividend stocks to buy if you wish to balance safety and potential upside this year:Colgate-Palmolive(CL): The company’s stability is remarkable due to its inelastic toothpaste ...</p>\n\n<a href=\"https://investorplace.com/2023/01/7-must-buy-dividend-stocks-for-your-january-buy-list/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SWK":"美国史丹利公司","VZ":"威瑞森","FLO":"花苑食品","NDSN":"Nordson Corporation","JNJ":"强生","PEP":"百事可乐","CL":"高露洁"},"source_url":"https://investorplace.com/2023/01/7-must-buy-dividend-stocks-for-your-january-buy-list/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134285140","content_text":"The following are the dividend stocks to buy if you wish to balance safety and potential upside this year:Colgate-Palmolive(CL): The company’s stability is remarkable due to its inelastic toothpaste business.Nordson Corporation(NDSN): Nordson’s margins are remarkable, and the company is on a long-term uptrend.Flowers Foods, Inc(FLO): Financial indicators are healthy. Its stock is even more stable and consistent.Verizon(VZ): Last year’s selloff has turned VZ into a value stock.Stanley Black & Decker (SWK): SWK stock looks highly oversold, and its financials are turning a corner.Johnson & Johnson(JNJ): Highly profitable inelastic segments will keep it among the safest stocks to buy.PepsiCo (PEP): The company has a long history of weathering economic storms and robust growth.While a turbulent year behind us, it’s a good time to start looking for dividend stocks to buy. The Federal Reserve is not done raising interest rates, and there is a consensus that the terminal rate could reach 5%. Thus, a lot of volatility and a possible recession still lie ahead. That being said, it’s essential to include dividend stocks in your portfolio. There are many dividend stocks, but some are exceptionally resistant to recessionary pressures.Thus, I have picked companies with inelastic and relevant businesses with historical and fundamental resilience to a future recession. The following seven dividend stocks will maintain dividends and generate passive income even during harsh economic conditions.Colgate-Palmolive (CL)Colgate-Palmolive (NYSE: CL) is among the most stable long-term dividend stocks to buy. The company’s stability is remarkable as the demand for consumer staples is highly inelastic, especially if it’s for essential products such as toothpaste.Of course, the stock offers little upside due to its entrenched business. But Colgate-Palmolive’s long-term stability will keep it trading at a premium for a long time and help it maintain a healthy dividend yield.As for financials, its profits have slightly declined by 2.5% in Q3 of last year. However, once margin compression stops and the supply setbacks are fully resolved, I expect profits to grow along with the top line. The company has 60 years of consecutive increases in dividends and has a forward dividend yield of 2.39%.Nordson Corp. (NDSN)Nordson Corp.(NASDAQ: NDSN) is a leading global manufacturer of precision dispensing equipment, fluid management systems, and related technologies. The company has a diversified portfolio of products and services that cater to a wide range of industries, including packaging, electronics, medical, and automotive. Nordson has been in business since 1954, and since then, it has grown to become a major global player in its field.The company is well-known for its strong financial performance and robust balance sheet. Nordson’s margins are especially impressive, with anet margin of 19.81%, better than 92.49% of 2768 companies in the industrial products industry.Conversely, the company’s dividend yield of 1.09% is less robust, but it has consistently increased over the years. However, this is substituted by the company’s stock performance. NDSN stock is up nearly 60% in the past five years and is only down 5.3% in the past 365 days. Thus, the company offers dividends in addition to its robust performance, making it more appealing.Flowers Foods (FLO)If you are looking for dividend stocks to buy with a perfect balance of short-term risk, long-term gains, and robust financials, Flowers Foods(NYSE: FLO) should be your top pick. The cons of this stock are almost negligible, which is why I routinely include this market idea in my articles.First, FLO stock is up 51%-plus in the last five years. Zoom out further, and you can see that the stock has been almost on an unbroken long-term uptrend for the last twenty-two years. Holders of this stock are essentially matching the S&P500’s gain while risking minimal long-term downside, as it has gained 4.62% in the past year. Even better, Flowers Foods has a dividend yield of 3.06%.Second, the company’s financials are highly consistent. The company’s top line is growing at a two-digit clip and accelerating in this environment, while its profits grew 5.13% despite margins declining. With that in mind, FLO is undoubtedly among the top dividend stocks to buy for 2023.Verizon (VZ)Verizon(NYSE: VZ) is generally seen as an underperformer with little upside. However, last year’s selloff has turned VZ into a value stock that investors should start taking seriously. Sure, its profits are down by nearly a quarter. But it should be noted that the company has a well-established business that will remain relevant for years. Furthermore, its top line continues to grow while the company expands into new communications technology segments, such as broadband. The government is keen to develop and broaden internet infrastructure across the U.S., and Verizon is set to benefit from that ambition.Simply put, a company with Verizon’s growth prospects and prominence merit a much higher valuation. I believe its current trough is an excellent buy opportunity and could pay off massively in the long run. Verizon’s forward dividend yield of 6.62% and 18 years of consecutive dividend increases are just icing on the cake.Stanley Black & Decker (SWK)Stanley Black & Decker (NYSE: SWK)is a Fortune 500 American manufacturer of industrial tools and household hardware and a provider of security products. Its stock is near a decade low after the selloff last year, and it seems set to u-turn this year.Its financials are turning a corner after both its top, and bottom lines outperformed expectations. Revenue grew 9% in Q3 2022, while profits grew 104%. Margins have also recovered sharply, and SWK stock is bottoming out after a 67% decline from its peak and is now changing hands at 8.24 times earnings.Additionally, Stanley Black & Decker has a dividend yield of 4.26% with 55 years of consecutive dividend increases. Thus, SWK stock looks highly oversold and should be among the top market ideas for your dividend stocks to buy list.Johnson & Johnson (JNJ)If you are looking for safer stocks similar to FLO and CL, consider Johnson & Johnson(NYSE: JNJ). It is a household name that I don’t need to discuss much further except that the company has a remarkably well-established business with highly profitable inelastic segments. The company’s top line is slowing down but remains robust while its profits have picked up again. It also has a healthy dividend yield of 2.56% and a notable net margin of 20%, ranked better than 88.45% of 1056 companies in the drug manufacturing industry.All things considered, Johnson & Johnson is among the safest dividend stocks to buy. The company’s robust profits and stability will allow it to pay dividends while growing for the foreseeable future.PepsiCo (PEP)PepsiCo(NASDAQ: PEP) is the safest and least volatile among the seven dividend stocks to buy for 2023. It is also dividend king with 51 years of consecutive dividend increases, which makes it even more appealing. The company has a long history of weathering economic storms that will continue to give PEP a substantial edge among other safe stocks. Its business is highly diversified into inelastic segments, and its products will remain relevant for decades.Furthermore, PepsiCo’s dividend yield of 2.55%, combined with its impressive net margin of 11.61%, ranked better than 81.65% of 109 companies in the non-alcoholic beverages industry, making it an attractive option for investors looking for value and long-term capital appreciation. The company’s 3-year revenue growth rate also sits at a healthy 8% clip, in the top 25% in its industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950593206,"gmtCreate":1672786001105,"gmtModify":1676538735929,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950593206","repostId":"1128464598","repostType":4,"repost":{"id":"1128464598","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1672759815,"share":"https://ttm.financial/m/news/1128464598?lang=&edition=fundamental","pubTime":"2023-01-03 23:30","market":"us","language":"en","title":"U.S. Stocks Gave up Gains and Turned Down in Morning Trading; Nasdaq Fell 0.7% While S&P 500 and Dow Jones Slid Less Than 0.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128464598","media":"Tiger Newspress","summary":"U.S. stocks gave up gains and turned down in morning trading; Nasdaq fell 0.7%, S&P 500 slipped 0.48","content":"<html><head></head><body><p>U.S. stocks gave up gains and turned down in morning trading; Nasdaq fell 0.7%, S&amp;P 500 slipped 0.48% while Dow Jones slid 0.3%.<img src=\"https://static.tigerbbs.com/4f6a539560d2e066e23322d04c215324\" tg-width=\"625\" tg-height=\"111\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Gave up Gains and Turned Down in Morning Trading; Nasdaq Fell 0.7% While S&P 500 and Dow Jones Slid Less Than 0.5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Gave up Gains and Turned Down in Morning Trading; Nasdaq Fell 0.7% While S&P 500 and Dow Jones Slid Less Than 0.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-03 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks gave up gains and turned down in morning trading; Nasdaq fell 0.7%, S&amp;P 500 slipped 0.48% while Dow Jones slid 0.3%.<img src=\"https://static.tigerbbs.com/4f6a539560d2e066e23322d04c215324\" tg-width=\"625\" tg-height=\"111\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128464598","content_text":"U.S. stocks gave up gains and turned down in morning trading; Nasdaq fell 0.7%, S&P 500 slipped 0.48% while Dow Jones slid 0.3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950199500,"gmtCreate":1672695222900,"gmtModify":1676538720163,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950199500","repostId":"1172340528","repostType":4,"repost":{"id":"1172340528","pubTimestamp":1672536801,"share":"https://ttm.financial/m/news/1172340528?lang=&edition=fundamental","pubTime":"2023-01-01 09:33","market":"sg","language":"en","title":"Singapore's Economy \"Will Be Affected\" With \"Troubled\" International Outlook: PM Lee","url":"https://stock-news.laohu8.com/highlight/detail?id=1172340528","media":"The Edge","summary":"Singapore's Prime Minister Lee Hsien Loong. Photo: BloombergFollow us onFacebookand join ourTelegram","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/b8008df0a81ae83b1bdb0d109d56ed72\" tg-width=\"1200\" tg-height=\"801\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Singapore&#39;s Prime Minister Lee Hsien Loong. Photo: BloombergFollow us onFacebookand join ourTelegramchannel for the latest updates.</p><p>Singapore’s economy “will be affected” as the international outlook remains “troubled,” says Prime Minister Lee Hsien Loong in his new year message on Dec 31.</p><p>“The Russia-Ukraine conflict continues, with no good outcome in sight. US-China tensions are likely to persist. How quickly China recovers from Covid-19 remains to be seen, while the US and European Union (EU) may well enter recession,” he adds.</p><p>On this, the Ministry of Trade and Industry (MTI) expects Singapore to see slower growth in 2023 ranging between 0.5% to 2.5%, he stresses.</p><p>That said, the Prime Minister noted that the country’s Covid-19 response has enhanced its international standing with great interest expressed in Singapore.</p><p>“Many businesses and individuals want to set up shop here and in the region,” he says.</p><p>“We must seize the moment. Welcome promising investments and talents of all nationalities to Singapore, while building up our own skills and capabilities, venturing forth to chase our dreams in the region and the world. Together, we will build a brighter future for Singapore and all Singaporeans,” he adds.</p><p>In his speech, the Prime Minister also referred to the GST rate that will go up by one percentage point on Jan 1, 2023, onwards.</p><p>The higher rate will help finance Singapore’s growing healthcare budget as the country provides healthcare and social services for a rapidly ageing population. The provision will require “considerable resources”, says PM Lee.</p><p>Singapore’s Budget 2023 will be delivered by Deputy Prime Minister and the Minister for Finance, Lawrence Wong, in Parliament on Feb 14, 2023.</p><p>However, the government will be implementing a “comprehensive package” to help households in Singapore cope with the cost of living pressures and cushion the effects of the GST hike. More assistance, on top of the up to $700 cash received by nearly three million Singaporeans, is “on the way” in the new year.</p><p>“I thank everyone for contributing our fair shares to public revenues. This will help us greatly to take proper care of fellow Singaporeans, especially our more vulnerable seniors, both for today and for our children’s generation,&#34; says PM Lee.</p></body></html>","source":"lsy1655096814160","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>Singapore's Economy \"Will Be Affected\" With \"Troubled\" International Outlook: PM Lee</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\">\nSingapore's Economy \"Will Be Affected\" With \"Troubled\" International Outlook: PM Lee\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-01 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/news/singapore-economy/singapores-economy-will-be-affected-troubled-international-outlook-pm-lee><strong>The Edge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Singapore's Prime Minister Lee Hsien Loong. Photo: BloombergFollow us onFacebookand join ourTelegramchannel for the latest updates.Singapore’s economy “will be affected” as the international outlook ...</p>\n\n<a href=\"https://www.theedgesingapore.com/news/singapore-economy/singapores-economy-will-be-affected-troubled-international-outlook-pm-lee\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.theedgesingapore.com/news/singapore-economy/singapores-economy-will-be-affected-troubled-international-outlook-pm-lee","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172340528","content_text":"Singapore's Prime Minister Lee Hsien Loong. Photo: BloombergFollow us onFacebookand join ourTelegramchannel for the latest updates.Singapore’s economy “will be affected” as the international outlook remains “troubled,” says Prime Minister Lee Hsien Loong in his new year message on Dec 31.“The Russia-Ukraine conflict continues, with no good outcome in sight. US-China tensions are likely to persist. How quickly China recovers from Covid-19 remains to be seen, while the US and European Union (EU) may well enter recession,” he adds.On this, the Ministry of Trade and Industry (MTI) expects Singapore to see slower growth in 2023 ranging between 0.5% to 2.5%, he stresses.That said, the Prime Minister noted that the country’s Covid-19 response has enhanced its international standing with great interest expressed in Singapore.“Many businesses and individuals want to set up shop here and in the region,” he says.“We must seize the moment. Welcome promising investments and talents of all nationalities to Singapore, while building up our own skills and capabilities, venturing forth to chase our dreams in the region and the world. Together, we will build a brighter future for Singapore and all Singaporeans,” he adds.In his speech, the Prime Minister also referred to the GST rate that will go up by one percentage point on Jan 1, 2023, onwards.The higher rate will help finance Singapore’s growing healthcare budget as the country provides healthcare and social services for a rapidly ageing population. The provision will require “considerable resources”, says PM Lee.Singapore’s Budget 2023 will be delivered by Deputy Prime Minister and the Minister for Finance, Lawrence Wong, in Parliament on Feb 14, 2023.However, the government will be implementing a “comprehensive package” to help households in Singapore cope with the cost of living pressures and cushion the effects of the GST hike. More assistance, on top of the up to $700 cash received by nearly three million Singaporeans, is “on the way” in the new year.“I thank everyone for contributing our fair shares to public revenues. This will help us greatly to take proper care of fellow Singaporeans, especially our more vulnerable seniors, both for today and for our children’s generation,\" says PM Lee.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950385508,"gmtCreate":1672673776604,"gmtModify":1676538718267,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950385508","repostId":"2300011828","repostType":4,"repost":{"id":"2300011828","pubTimestamp":1672626319,"share":"https://ttm.financial/m/news/2300011828?lang=&edition=fundamental","pubTime":"2023-01-02 10:25","market":"us","language":"en","title":"Nio Sets Record With 15,815 Delivery in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2300011828","media":"seekingalpha","summary":"NIO (NYSE:NIO) announces record monthly delivery of 15,815 vehicles in December 2022, up 50.8% Y/Y.T","content":"<html><head></head><body><p>NIO (NYSE:NIO) announces record monthly delivery of 15,815 vehicles in December 2022, up 50.8% Y/Y.</p><p>The deliveries consisted of 6,842 premium smart electric SUVs including 4,154 ES7s, and 8,973 premium smart electric sedans including 1,379 ET7s and 7,594 ET5s.</p><p>The electric car maker delivered 40,052 vehicles in Q4, up 60.0% Y/Y.</p><p>For the fiscal year 2022, the company delivered 122,486 vehicles in 2022, increasing by   34.0% Y/Y.</p><p>As of December 31, 2022, NIO had deployed 1,315 Power Swap station, 1,228 Power Charger stations with 6,225 chargers and 1,058 destination charging stations with 7,159 chargers worldwide.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Sets Record With 15,815 Delivery in December</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\">\nNio Sets Record With 15,815 Delivery in December\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-02 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3921389-nio-sets-record-with-15815-delivery-in-december><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO (NYSE:NIO) announces record monthly delivery of 15,815 vehicles in December 2022, up 50.8% Y/Y.The deliveries consisted of 6,842 premium smart electric SUVs including 4,154 ES7s, and 8,973 premium...</p>\n\n<a href=\"https://seekingalpha.com/news/3921389-nio-sets-record-with-15815-delivery-in-december\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","09866":"蔚来-SW","BK4531":"中概回港概念","NIO.SI":"蔚来","BK4534":"瑞士信贷持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4532":"文艺复兴科技持仓","BK4526":"热门中概股","BK4555":"新能源车","BK4504":"桥水持仓","NIO":"蔚来","BK4509":"腾讯概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4574":"无人驾驶"},"source_url":"https://seekingalpha.com/news/3921389-nio-sets-record-with-15815-delivery-in-december","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2300011828","content_text":"NIO (NYSE:NIO) announces record monthly delivery of 15,815 vehicles in December 2022, up 50.8% Y/Y.The deliveries consisted of 6,842 premium smart electric SUVs including 4,154 ES7s, and 8,973 premium smart electric sedans including 1,379 ET7s and 7,594 ET5s.The electric car maker delivered 40,052 vehicles in Q4, up 60.0% Y/Y.For the fiscal year 2022, the company delivered 122,486 vehicles in 2022, increasing by   34.0% Y/Y.As of December 31, 2022, NIO had deployed 1,315 Power Swap station, 1,228 Power Charger stations with 6,225 chargers and 1,058 destination charging stations with 7,159 chargers worldwide.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927013405,"gmtCreate":1672353829707,"gmtModify":1676538676635,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927013405","repostId":"2295913135","repostType":4,"repost":{"id":"2295913135","pubTimestamp":1672328358,"share":"https://ttm.financial/m/news/2295913135?lang=&edition=fundamental","pubTime":"2022-12-29 23:39","market":"us","language":"en","title":"These Are the Stocks That Kept Investors Up at Night in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2295913135","media":"Bloomberg","summary":"(Bloomberg) -- It’s been a year of historic selloffs for US equities.Marked by surging inflation, ju","content":"<html><head></head><body><p>(Bloomberg) -- It’s been a year of historic selloffs for US equities.</p><p>Marked by surging inflation, jumbo-sized interest rate hikes, a darkening outlook on corporate earnings and recession clouds, the S&amp;P 500 Index has lost 21%, on pace for its biggest slump since 2008. From crypto to former pandemic winners and so-called FAANG stocks, investors have been shaken out of their profit euphoria, sometimes in the blink of an eye.</p><p>For those who trod in the wrong places, the outcome has been painful. About half of a $9.1 trillion rout in the S&amp;P 500 Index was the doing of just six megacaps: Amazon.com Inc., <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>, Alphabet Inc., Microsoft Corp., <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc.</a> and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., each of which erased between $632 billion and $908 billion of market value.</p><p><img src=\"https://static.tigerbbs.com/8c6176dbda67456b87a4f91f5a54f69b\" tg-width=\"642\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>Here’s a closer look at some of the most stunning stock wipeouts of 2022:</p><h3><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></h3><p>The FAANGs — Facebook, Amazon, Apple, Netflix Inc. and Google — had it bad this year as surging bond yields prompted investors to flee stocks with the highest valuations.</p><p>Yet it was the former, renamed Meta, that suffered most, falling 66% to date. The Facebook owner had the worst day in its stock market history on Feb. 3 when it lost an estimated $251 billion in market value after posting disappointing earnings.</p><p>To that can be added regulatory and legal risks, cutbacks from advertisers and a crackdown on targeted ads by Apple. Plus, Chief Executive Officer Mark Zuckerberg’s bet on virtual reality through the metaverse has cost the company billions and isn’t expected to turn a profit anytime soon.</p><p>Still, analysts are looking to a revival in 2023, with the majority having buy ratings and the average price target implying 26% potential upside.</p><h3><a href=\"https://laohu8.com/S/COIN\">Coinbase Global Inc.</a></h3><p>It’s been a disastrous year for stocks with exposure to cryptocurrencies as digital tokens were pummeled by a series of blowups, including the collapse of a so-called stablecoin in May and the unravelling of the FTX crypto exchange in November.</p><p>And as the largest public US crypto exchange platform, Coinbase has been among the hardest hit as investors yank coins off exchanges or exit the asset class as a whole. This year’s 87% plunge in the stock has wiped out about $47 billion in market value.</p><p>FTX Collapse Is Shaking Wall Street’s Conviction in Coinbase</p><p>Owning Coinbase shares is “making a bet on the whole crypto token ecosystem,” according to Dan Dolev, an analyst at Mizuho Securities who has an underperform rating on the stock. “You’re better off just owning Bitcoin, if you believe in Bitcoin,” he said.</p><p>Not all analysts are so gloomy, with the average price target implying that the stock will more than double in the next 12 months.</p><h3><a href=\"https://laohu8.com/S/CVNA\">Carvana Co.</a></h3><p>It’s been a difficult year for many stocks that not long ago were considered pandemic winners. Prime among them is the online car seller Carvana.</p><p>Having lost about 98% of its value in 2022, the company is one of the 10 worst performers in the Russell 3000. The difference with the other nine is that it was by far the biggest at the start of the year when its market value stood at about $39 billion.</p><p>Carvana had surged during the pandemic as consumers flocked to the digital platform to buy used cars. But declining prices, soaring inflation and the rising cost of debt cast doubt on the business model. The company struggled to restructure debt, and its bonds signal the market sees a potentially high chance of default.</p><p>“While the company has been aggressively cutting fixed expense, we also see execution risks as elevated,” Truist Securities analyst Naved Khan wrote in a December note, downgrading the stock to hold from buy.</p><h3><a href=\"https://laohu8.com/S/PTON\">Peloton Interactive Inc.</a></h3><p>Another lockdown winner turned loser is Peloton. Having lost a large part of its searing 2020 gains last year, the stock has slumped a further 78% in 2022, and now trades a long way below even its 2019 initial public offering price.</p><p>Peloton’s story has moved beyond a reversal in once booming demand for its exercise bikes and fitness classes, with the company scrambling to cut jobs and offload operations following calls by activist investor Blackwells Capital LLC for the departure of Chief Executive Officer and co-founder John Foley. Foley stepped down as part of a leadership shakeup.</p><p>“I think we’ll get an answer on whether Peloton survives in the next year,” said Oppenheimer &amp; Co. analyst Brian Nagel, who has an outperform rating on the stock. “Time is not on their side necessarily.”</p><p>Analysts mostly look for the shares to rally in 2023, with the average price target implying 59% upside over the next 12 months.</p><h3><a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings Inc.</a></h3><p>Peloton’s struggles have had a knock-on effect on Affirm, the buy-now-pay-later lender whose revenue was boosted during the pandemic by a partnership between the firms.</p><p>Affirm last month reduced its forecast for gross merchandise value associated with the fitness company as it posted a loss and cut revenue targets. That prompted a further slide in its stock, which has tumbled more than 90% this year.</p><p>After exploding during the pandemic, buy-now-pay-later firms face mounting challenges as rising rates and soaring inflation begin to squeeze household incomes. They’re also facing a high cost of capital and scrutiny over fees. Among payment peers, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc. has fallen 64% this year, while <a href=\"https://laohu8.com/S/SQ2.AU\">Block Inc</a>. is down 63%.</p><p>Piper Sandler analyst Kevin Barker, who has a neutral rating on Affirm, says costlier capital and increasing competition in the space has been weighing on the stock. “They’re just in a very competitive sector,” he said.</p><h3><a href=\"https://laohu8.com/S/TGT\">Target Corp.</a></h3><p>Target saw its worst single-day drop since the 1987 Black Monday crash after slashing profit forecasts in May, sinking 25% and giving back much of its pandemic gains.</p><p>The stock has failed to recover since, and with a year-to-date slide of 37% is now on course for the biggest annual decline since Bloomberg records began in 1980.</p><p>Like most retailers, Target has felt the pain of bloated inventories and higher costs for merchandise, transportation and labor at a time when consumers are cutting back on spending. The company warned in November of a potential drop in comparable sales during the current quarter, the first decline in five years. It also predicted operating profit will shrink to about 3% of revenue — roughly half the previous forecast.</p><p>Holiday Shopping Looks Anything But Festive for Retail Stocks</p><p>According to Citigroup Inc. analyst Paul Lejuez, the near-term “is likely to remain volatile” for Target. Still, he has a buy rating on the stock, as do many others. Indeed, none of the more than 35 analysts the cover the retailer have a sell recommendation, according to data compiled by Bloomberg.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Are the Stocks That Kept Investors Up at Night in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Are the Stocks That Kept Investors Up at Night in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-29 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-29/meta-coinbase-among-us-stocks-that-hurt-investors-most-in-2022><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- It’s been a year of historic selloffs for US equities.Marked by surging inflation, jumbo-sized interest rate hikes, a darkening outlook on corporate earnings and recession clouds, the S...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-29/meta-coinbase-among-us-stocks-that-hurt-investors-most-in-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","TGT":"塔吉特","PTON":"Peloton Interactive, Inc.","COIN":"Coinbase Global, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2022-12-29/meta-coinbase-among-us-stocks-that-hurt-investors-most-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295913135","content_text":"(Bloomberg) -- It’s been a year of historic selloffs for US equities.Marked by surging inflation, jumbo-sized interest rate hikes, a darkening outlook on corporate earnings and recession clouds, the S&P 500 Index has lost 21%, on pace for its biggest slump since 2008. From crypto to former pandemic winners and so-called FAANG stocks, investors have been shaken out of their profit euphoria, sometimes in the blink of an eye.For those who trod in the wrong places, the outcome has been painful. About half of a $9.1 trillion rout in the S&P 500 Index was the doing of just six megacaps: Amazon.com Inc., Apple Inc., Alphabet Inc., Microsoft Corp., Tesla Inc. and Meta Platforms Inc., each of which erased between $632 billion and $908 billion of market value.Here’s a closer look at some of the most stunning stock wipeouts of 2022:Meta PlatformsThe FAANGs — Facebook, Amazon, Apple, Netflix Inc. and Google — had it bad this year as surging bond yields prompted investors to flee stocks with the highest valuations.Yet it was the former, renamed Meta, that suffered most, falling 66% to date. The Facebook owner had the worst day in its stock market history on Feb. 3 when it lost an estimated $251 billion in market value after posting disappointing earnings.To that can be added regulatory and legal risks, cutbacks from advertisers and a crackdown on targeted ads by Apple. Plus, Chief Executive Officer Mark Zuckerberg’s bet on virtual reality through the metaverse has cost the company billions and isn’t expected to turn a profit anytime soon.Still, analysts are looking to a revival in 2023, with the majority having buy ratings and the average price target implying 26% potential upside.Coinbase Global Inc.It’s been a disastrous year for stocks with exposure to cryptocurrencies as digital tokens were pummeled by a series of blowups, including the collapse of a so-called stablecoin in May and the unravelling of the FTX crypto exchange in November.And as the largest public US crypto exchange platform, Coinbase has been among the hardest hit as investors yank coins off exchanges or exit the asset class as a whole. This year’s 87% plunge in the stock has wiped out about $47 billion in market value.FTX Collapse Is Shaking Wall Street’s Conviction in CoinbaseOwning Coinbase shares is “making a bet on the whole crypto token ecosystem,” according to Dan Dolev, an analyst at Mizuho Securities who has an underperform rating on the stock. “You’re better off just owning Bitcoin, if you believe in Bitcoin,” he said.Not all analysts are so gloomy, with the average price target implying that the stock will more than double in the next 12 months.Carvana Co.It’s been a difficult year for many stocks that not long ago were considered pandemic winners. Prime among them is the online car seller Carvana.Having lost about 98% of its value in 2022, the company is one of the 10 worst performers in the Russell 3000. The difference with the other nine is that it was by far the biggest at the start of the year when its market value stood at about $39 billion.Carvana had surged during the pandemic as consumers flocked to the digital platform to buy used cars. But declining prices, soaring inflation and the rising cost of debt cast doubt on the business model. The company struggled to restructure debt, and its bonds signal the market sees a potentially high chance of default.“While the company has been aggressively cutting fixed expense, we also see execution risks as elevated,” Truist Securities analyst Naved Khan wrote in a December note, downgrading the stock to hold from buy.Peloton Interactive Inc.Another lockdown winner turned loser is Peloton. Having lost a large part of its searing 2020 gains last year, the stock has slumped a further 78% in 2022, and now trades a long way below even its 2019 initial public offering price.Peloton’s story has moved beyond a reversal in once booming demand for its exercise bikes and fitness classes, with the company scrambling to cut jobs and offload operations following calls by activist investor Blackwells Capital LLC for the departure of Chief Executive Officer and co-founder John Foley. Foley stepped down as part of a leadership shakeup.“I think we’ll get an answer on whether Peloton survives in the next year,” said Oppenheimer & Co. analyst Brian Nagel, who has an outperform rating on the stock. “Time is not on their side necessarily.”Analysts mostly look for the shares to rally in 2023, with the average price target implying 59% upside over the next 12 months.Affirm Holdings Inc.Peloton’s struggles have had a knock-on effect on Affirm, the buy-now-pay-later lender whose revenue was boosted during the pandemic by a partnership between the firms.Affirm last month reduced its forecast for gross merchandise value associated with the fitness company as it posted a loss and cut revenue targets. That prompted a further slide in its stock, which has tumbled more than 90% this year.After exploding during the pandemic, buy-now-pay-later firms face mounting challenges as rising rates and soaring inflation begin to squeeze household incomes. They’re also facing a high cost of capital and scrutiny over fees. Among payment peers, PayPal Holdings Inc. has fallen 64% this year, while Block Inc. is down 63%.Piper Sandler analyst Kevin Barker, who has a neutral rating on Affirm, says costlier capital and increasing competition in the space has been weighing on the stock. “They’re just in a very competitive sector,” he said.Target Corp.Target saw its worst single-day drop since the 1987 Black Monday crash after slashing profit forecasts in May, sinking 25% and giving back much of its pandemic gains.The stock has failed to recover since, and with a year-to-date slide of 37% is now on course for the biggest annual decline since Bloomberg records began in 1980.Like most retailers, Target has felt the pain of bloated inventories and higher costs for merchandise, transportation and labor at a time when consumers are cutting back on spending. The company warned in November of a potential drop in comparable sales during the current quarter, the first decline in five years. It also predicted operating profit will shrink to about 3% of revenue — roughly half the previous forecast.Holiday Shopping Looks Anything But Festive for Retail StocksAccording to Citigroup Inc. analyst Paul Lejuez, the near-term “is likely to remain volatile” for Target. Still, he has a buy rating on the stock, as do many others. Indeed, none of the more than 35 analysts the cover the retailer have a sell recommendation, according to data compiled by Bloomberg.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924333366,"gmtCreate":1672181002956,"gmtModify":1676538646721,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Hope so","listText":"Hope so","text":"Hope so","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924333366","repostId":"2294442635","repostType":4,"repost":{"id":"2294442635","pubTimestamp":1672154498,"share":"https://ttm.financial/m/news/2294442635?lang=&edition=fundamental","pubTime":"2022-12-27 23:21","market":"us","language":"en","title":"Poor Earnings, Shallow Recession To Drag S&P 500 Initially, But I Expect Strong Recovery To 4,151","url":"https://stock-news.laohu8.com/highlight/detail?id=2294442635","media":"Seekingalpha","summary":"SummaryI expect S&P 500 2024 forward earnings to be $237.2, which in my opinion, should fetch 17.5X,","content":"<html><head></head><body><h3>Summary</h3><ul><li>I expect S&amp;P 500 2024 forward earnings to be $237.2, which in my opinion, should fetch 17.5X, a multiple more in line with 3.5-4%, 10-year treasuries.</li><li>I also expect S&amp;P 500 earnings to decline by 5% to about $210 in 2023 and then recover by 13% on a smaller base to $237 in 2024.</li><li>In my view, the stock market in 2023 will be a trader&#39;s market, offering opportunities to both shorts and longs.</li><li>I believe that the S&amp;P should test its Oct 2022 low of 3,577 in the first 4 months of 2023.</li><li>If one were to buy and hold at today&#39;s index of 3,837, the one-year return at a target of 4,151 works out to 8%, or if averaged out lower to 3,600, it works out to 15%.</li></ul><h2>I<b> Expect A Slow Burn with S&amp;P 500 Earnings Dropping to $210 in 2023</b></h2><p>Company management and analysts have not been forthcoming enough in reducing S&amp;P 500 (SP500) earnings estimates, and are still fostering hopes of earnings not declining significantly in 2023. It is indeed delusional as Morgan Stanley&#39;s Lisa Shalett puts it, that CEOs and subsequently, analysts haven&#39;t lowered 2023 and 2024 earnings estimates commensurately - even as many confidently predict a recession. I expect inflation, which caused a single digit revenue increase for S&amp;P 500 companies to reduce gradually in 2023. The 6-8% increase in CPI and CPE throughout 2022, which depleted customers wallets, also contributed strongly to the S&amp;P 500 top line. We paid higher at the pump and at the grocery store because companies passed along these costs to us, their customers. This is highly unlikely to happen in 2023, especially on a higher base. In fact, excess inventory and lower demand should lead to lower prices across the board.</p><p>I see the slow reaction from investors and traders to lower earnings guidance as the biggest threat to the market in the first quarter of 2023. For now, however, it feels like a slow burn till Q4-22 earnings season starts in earnest in the third week of Jan 2023, when Q1-2023 and full year 2023 guidance finally tips over and the disappointment hits the markets like a freight train.</p><p>It is not that analysts have been sleeping, they did mark earnings down 5.6% for Q4 2022 in October and November.</p><blockquote>According to FactSet the Q4 bottom-up EPS estimate (which is an aggregation of the median EPS estimates for Q4 for all the companies in the index) decreased by 5.6% (to $54.58 from $57.79) from September 30 to November 30.<b> Thus, the decline in the bottom-up EPS estimate recorded during the first two months of the fourth quarter was larger than the 5-year average, the 10-year average, the 15-year average, and the 20-year average.</b> The fourth quarter also marked the largest decrease in the bottom-up EPS estimate during the first two months of a quarter since Q2 2020 (-35.9%).</blockquote><blockquote>The bottom-up EPS estimate for CY 2023 declined by 3.6% (to $232.52 from $241.22) from September 30 to November 30.&#34;</blockquote><p>As of now, in my opinion, consensus bottoms up revenue estimates of $232.52 are still way too high and don&#39;t reflect weaknesses in the energy, real estate, technology and communication sectors:</p><p>Here are my S&amp;P 500 sector specific growth rates estimates that point to a 5% lower YoY 2023 earnings of $210 compared to 2022.</p><p><img src=\"https://static.tigerbbs.com/bbb0fe35e949913adff22ab9a88c3f14\" tg-width=\"640\" tg-height=\"266\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500 earnings By Sector (FactSet, Bloomberg, The Heisenberg Report, Fountainhead)</p><p>In my opinion, these are the sectors that should weigh strongest on the S&amp;P 500 in 2023.</p><ul><li><a href=\"https://laohu8.com/S/HTM.AU\">High</a> oil prices, which led to a massive 100% increase in Energy earnings will see a 50% reversal to earnings in 2023 and bring its sector weighting back to the more normal 5%.</li><li>Real Estate, which saw gains of 15% in 2022 should fall with the housing bust and drop 10% in 2023.</li><li>Consumer cyclicals should also lose much of its inflationary gains of 2022 with tepid growth of 3% in 2023.</li><li>Technology, the highest weighting, which still eked out an estimated gain of 4.8% is likely to lose about 6.3% in 2023.</li></ul><h2>I Expect Growth to Resume in 2024</h2><p><img src=\"https://static.tigerbbs.com/1bbd424f4cabab6ef3b3499dfe94afda\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500 Earnings Estimate 2023 (FactSet, The Heisenberg Report, Bloomberg, Seeking Alpha, Fountainhead)</p><p>I stacked up my estimates against consensus and Morgan Stanley and Bank of America, whose analysts had outstanding bear calls for 2022. I&#39;m not as bearish as Bank of America, which has an EPS estimate of just 200, but also looks for a return to growth of 10% in 2024. My own growth estimates for 2024 are higher at 13% for three reasons -</p><p>a) Technology and Communications, the two biggest sectors, will return to higher growth.</p><p>b) I don&#39;t anticipate the labor market to falter beyond an unemployment rate of 5.5 %</p><p>c) In my view, there will be &#34;normal&#34; inflation of 3% going forward, hence I do expect it to show in the nominal earnings numbers.</p><p><img src=\"https://static.tigerbbs.com/bfa77b7df59053b8f77f99746130ceb1\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500 PE V Interest Rates (Current Market Valuation)</p><h2>A Conservative Multiple and Growth Rate</h2><p>Based on the historical chart above, in 1995, the 10-year treasury was above 6% and then fell to a low of 2% during the Great Financial Crisis, ranging between 3.5% to 4.5% for the most part in those 15 years. During this period, the S&amp;P 500 P/E ranged between 15 and 25 for the most part except for those two years when earnings plummeted during the GFC. The &#34;supposedly high&#34; 10-year interest rate of 3.5%, which has given investors so much consternation was &#34;normal&#34; for 15 years and we still had P/E&#39;s of 15+ during that time. Therefore, I believe that a P/E of 17.5 around the end of 2023 with a trending decline in interest rates in 2024 is not a big ask at all - if anything I may be conservative.</p><p>Going forward, I&#39;m not looking at P/E&#39;s beyond 18, which would make us guilty of a recency bias. In the greatest bond market in history, before inflation reared its ugly head, after the GFC, 10-year treasuries ranged between 2% and 4% and of course between 0.5% and 2% during COVID, which led to the S&amp;P at 4,800 having a trailing P/E of 23 on a 2021 EPS of $209! If it looks like an asset bubble, if it walks like an asset bubble... That should be a clear warning!</p><p>Also from an earnings standpoint, if you smoothen out COVID fluctuations, the 5 year 2019-2024 earnings CAGR is only 7.8%, which is consistent with the 2011-2022 growth of 7.6%. I&#39;m not taking the higher 2009-2022 rate because post GFC the base of 62.09 was extremely low and it distorts the historical trend.</p><p><img src=\"https://static.tigerbbs.com/4cb2e82a491d50558d9de8055a8ce462\" tg-width=\"640\" tg-height=\"365\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500 Earnings (Fountainhead, Yahoo Finance, Yardeni)</p><h2>I believe The Fed Pivot is not Pivotal</h2><p>I actually believe that the Fed pivot is not pivotal, and instead of navel-gazing as to when Powell will blink in the face of recession, we should be looking at a new, &#34;new normal&#34; of 10 year treasuries ranging between 3.75% to 4.5% in the first half of 2023 and flattening to 3.5% to 4% in Q3 and Q4 2023 with a likely decrease in 2024. As we saw from the chart above, we have survived and thrived in 3.5 to 4% interest rates - if you&#39;re not looking for outlandish &#34;Stimmy&#34; valuations! Instead I would rather focus on finding a) Great investments and b) Scouting for bargains which will be available in spades in 2023 and c) Putting strict limits to take profits when either we&#39;ve reached our price target or the market has given it an absurd valuation.</p><h3>I expect the Fed&#39;s 2% Target Inflation Rate To be Ditched - Live With the New Normal</h3><p>I believe the Fed will explicitly or implicitly ditch its 2% target inflation rate. With the PCE (the Fed&#39;s preferred inflation gauge) running at 6% Year on Year, it doesn&#39;t make sense to target 2% knowing that you&#39;d have to set a nominal interest rate of 8% to reach that target. The PCE actually peaked at a 7% YoY increase in June 2022 and while confident of a decline, I don&#39;t believe it will go below 3-4% for the most part of 2023. Wage and shelter inflation are far stickier than commodity and supply chain inflation.</p><p>We tend to forget that the Fed hikes have a limited impact - their biggest impact and effectiveness is in pricking asset bubbles, ironically the same ones that they helped create! And to a large extent, in 2022 the markets have been punished for irrational exuberance, for buying the dip and paying excessive multiples without realizing that interest rates cannot stay at zero forever.</p><p>To that extent and if that is their mandate - they have been successful in spades. Every asset class has dropped in 2022.</p><p>Forget about the pivots and when the Feds will stop increasing rates; I think <b>the focus should be to accept that inflation is not likely to reduce in a hurry</b> - I don’t believe the Feds can actually reduce wage growth way the way they can puncture asset bubbles.</p><p>The Feds also have a hard time fighting inflation caused by supply chain disruptions and geopolitical tensions. For example, the Fed can do little to influence oil prices, which are again dictated by the monopolistic OPEC. Sure, higher interest rates make capital investment more expensive, thereby preventing over capacity, but simply not making capital available also has the opposite effect - you are reducing capital expenditure, which means existing manufacturers or material producers and miners can charge more without worrying about new capacity coming up soon again. I don’t believe higher interest rates are going to reduce material and commodity prices in a big way. It’s counterproductive.</p><p>To the Fed&#39;s credit - it is crucial to understand that the Fed is seen to be fighting inflation. Entrenched inflation expectations are worse because they predicate human behavior, which means instead of spending, we hoard since we expect prices to go up even further, which then creates a vicious inflationary spiral. Or we postpone, which reduces demand in the economy, not because prices have gone up recently, but we want to buy when things are cheaper. Besides, the Fed has to be that one institution, which should be seen as winning the fight on inflation - even if they attack in a &#34;whack a mole&#34; fashion. I believe the outcomes will be selective and the biggest influence will be on asset prices, and with more than a 30% drop in the NASDAQ Composite Index (COMP.IND) and 20% in the S&amp;P 500 the Fed has already achieved that.</p><p>The Fed has also done a reasonable job in reducing the housing bubble. With mortgage rates ratcheting to over 7 percent, it has shaken out a fair amount of excessive speculation. The Fed&#39;s second goal was to reduce shelter inflation/renters inflation, which usually occurs with a time lag, and I believe this should happen in Q2 of 2023, simply because leases are annual affairs and will show up in the statistics with a lag even if this is already happening. Shelter inflation is the biggest part of our monthly budget and we should see some improvements in 2023, which will continue to reduce inflation.</p><p>The last frontier - High wages. As unfortunate as it sounds, the Fed has a mandate to reduce jobs to meet their inflation targets. Currently, they expect the unemployment rate to increase to about 5% from the existing 3.6%. However, I believe wage inflation will be stubborn because a) there has been a labor shortfall because of a marked decrease in immigration due to COVID and b) there has been a steady outflow of labor from the market due to early retirement and a reluctance to work in COVID like conditions. We still have 1.9 positions to 1 available person based on JOLTS reports (Job Openings to Labor Turnover). I suspect that the Fed will baulk at achieving this target - the specter of a recession and joblessness will outweigh the need to bring inflation to the targeted rate, there will be political pressure as we head to an election year in 2024 and lastly, Fed members are old enough to remember the jobless recovery of the Obama years - higher unemployment is not a desired outcome. It takes years to recover from that!</p><h2>The Fed also needs to be careful to avoid overtightening impulses</h2><p>It is so difficult to wean off our dependency on ZIRP (Zero Interest Rate Policy) and the Feds need to ensure that we in the US don&#39;t have the same fallout the UK did when pension funds suddenly had no buyers or liquidity before the Reserve Bank of England stepped in. To quote Marko Kolanovic, Chief Global Strategist of JP Morgan Chase on the same...</p><blockquote>The financial system over the past ~15 years evolved around an environment of near-zero interest rates. This includes leverage, functioning of arbitrage channels and strategies that rely on leverage, new models of liquidity provision, liquidity risk of private assets, systematic investing, etc. Together, these can give rise to a self-reinforcing feedback loop of volatility-liquidity-positioning. This type of market interdependencies, which are a feature of financial markets built around a near-zero rate environment, can cause selloffs such as the one at the end of 2018 and on a number of other occasions. These financial risks can lead to contagion and are not captured by low-frequency economics (e.g., ‘Phillips curve,’ etc.). In an environment of deteriorating fundamentals, quantitative tightening and an abrupt increase of interest rates, these risks could emerge much sooner than, for example, an increase in unemployment or decrease in inflation.</blockquote><p>I do believe that in the face of declining earnings and lower GDP growth rates, the Feds will not risk sudden tightening impulses, especially now that they have committed to smaller rates for longer periods, which has resulted in the markets pricing a terminal rate of 5.1% instead of 4.8% from September.</p><h2>Trading and Investment Strategy for 2023</h2><p>I expect the S&amp;P 500 to test its June 16th low of 3,667 and the October 10th close of 3,577, by the 1st quarter of 2023. Technically, since its high of 4,797 on Jan 3rd, 2022, the S&amp;P 500 has been making lower tops and lower bottoms in a bear market and while the rallies have been fast and furious, they&#39;re also typical of bear market rallies.</p><p><img src=\"https://static.tigerbbs.com/718f6bf5d63403b26eea383664b0e155\" tg-width=\"640\" tg-height=\"372\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500 Index (Barchart)</p><p>I believe that we are headed for a short and shallow recession in 2023, based on at least these indicators:</p><ul><li>The Yield (2 Year v 10 Year) curve is inverted at its deepest since 1981. In my opinion, Inverted yield curves are good predictors of recessions, (not infallible but right more than 65% of the time)</li><li>Oil is down more than 40% from its peak.</li><li>China reopening is still doubtful and sluggish for 2023.</li><li>US Pending home sales fell 37% YoY in October.</li><li>ISM manufacturing new orders are down for 3 consecutive months.</li></ul><p><b>I have about 25% of my portfolio in cash and plan to add 10-15% more in 2023.</b></p><p><b>S&amp;P 500</b> - I&#39;ll start nibbling around 3,650. I&#39;m not a good market timer and even though I believe 3,577 is a good support level, I believe the downside risks don&#39;t extend beyond 10% and hope to deploy 90% of cash between 3,450 and 3,650, keeping 10% for special situations. I strongly believe that the S&amp;P 500 pre Covid peak of 3,380 should hold as a key support for the index.</p><p><b>Tech Stocks</b> - I believe the focus in 2023-2024 should return to high quality tech, especially stocks that lost 50 to 70% from their peak.</p><p>NVIDIA (NVDA) - great long term investment, most innovative chip company, abundant growth opportunities. I&#39;ve owned it for a long time and recommended it in October. I got a good price around $118-$120, but am keeping a lookout to add more if it breaks $150. The stock tends to get expensive fast because it is volatile - it was over $180 just a few days ago, so keep limits.</p><p>ASML Holding (ASML) - A veritable monopoly in Ultra Violet lithographic machines, this is another buy on declines, and should do very well in the next 5-7 years.</p><p>Teradyne (TER) - Another favorite in the semi&#39;s space, part of a duopoly for Automated Test Equipment - this is still reasonably priced and I continue to add more.</p><p>Apple (AAPL) - Besieged by production issues out of China, which will resolve over time, this is also worth buying on declines.</p><p>I will also add Netflix (NFLX) on declines - I believe the advertising model has legs. <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc. (ADBE) is a very well-managed company, also attractive even though its growth rate has slowed some.</p><p>I&#39;m not a big fan of cyclicals and in a recession they will get hit, but ABB Ltd (ABB), is well managed and holds up well in bad times - researching it in more detail.</p><h2>Conclusion - I expect the S&amp;P 500 to close at 4,151 at the end of 2023</h2><p>2023 is going to be very difficult to make money in - I guess that&#39;s a major understatement!</p><p>I have a two-year outlook - I&#39;m not trying to time the market by shorting the S&amp;P 500 to 3,500. Instead, I would prefer to be patient, setting lower limits. Assuming 2024 earnings of $237 and 2025 earnings of $256 (8% growth - around the long-term average) I expect an index of 4,607 - hoping to have some real animal spirits back in the market in 2024, instead of the &#34;will he, won&#39;t he&#34; day traders parsing Fedspeak. This returns about 1,100 on a base of 3,500 or 14.7% per year. That&#39;s a great return for the index. Returns on individual stocks, especially tech would be higher (of course, higher risk as well).</p><p>In my viewpoint, we&#39;re extremely likely to see earnings decline in 2023 and a recession - I&#39;ve actually listed a very short list of recession indicators and will expand more just on the recession in another article. Wading through weak guidance, falling home prices, higher unemployment should be gut wrenching and will require a lot of patience. However, this is not the Great Financial Crisis, nor the Volcker 70&#39;s inflation and thankfully a huge chunk of the irrational exuberance has already been taken out of the indices with the S&amp;P 500 down 21% from its high and the NASDAQ Composite down more than 30% from its all-time high. Most of the damage is done and the downside is limited, and while inflation will persist above the Fed&#39;s target, the focus will shift to staving off a recession.</p><p>I believe a P/E of 17.5 to 18 is reasonable given historical trends and <b>expect the S&amp;P 500 to close around 4,151</b> based on a 2024 EPS of $237 at the end of 2023 and 4,607 based on a 2025 EPS of $256 at the end of 2024.</p><p>Happy investing and happy holidays to all.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Poor Earnings, Shallow Recession To Drag S&P 500 Initially, But I Expect Strong Recovery To 4,151</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPoor Earnings, Shallow Recession To Drag S&P 500 Initially, But I Expect Strong Recovery To 4,151\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-27 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4566328-poor-earnings-shallow-recession-s-and-p-500-lower-initially-recover-to-4151-by-year-end-2023><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI expect S&P 500 2024 forward earnings to be $237.2, which in my opinion, should fetch 17.5X, a multiple more in line with 3.5-4%, 10-year treasuries.I also expect S&P 500 earnings to decline ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566328-poor-earnings-shallow-recession-s-and-p-500-lower-initially-recover-to-4151-by-year-end-2023\">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","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4566328-poor-earnings-shallow-recession-s-and-p-500-lower-initially-recover-to-4151-by-year-end-2023","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2294442635","content_text":"SummaryI expect S&P 500 2024 forward earnings to be $237.2, which in my opinion, should fetch 17.5X, a multiple more in line with 3.5-4%, 10-year treasuries.I also expect S&P 500 earnings to decline by 5% to about $210 in 2023 and then recover by 13% on a smaller base to $237 in 2024.In my view, the stock market in 2023 will be a trader's market, offering opportunities to both shorts and longs.I believe that the S&P should test its Oct 2022 low of 3,577 in the first 4 months of 2023.If one were to buy and hold at today's index of 3,837, the one-year return at a target of 4,151 works out to 8%, or if averaged out lower to 3,600, it works out to 15%.I Expect A Slow Burn with S&P 500 Earnings Dropping to $210 in 2023Company management and analysts have not been forthcoming enough in reducing S&P 500 (SP500) earnings estimates, and are still fostering hopes of earnings not declining significantly in 2023. It is indeed delusional as Morgan Stanley's Lisa Shalett puts it, that CEOs and subsequently, analysts haven't lowered 2023 and 2024 earnings estimates commensurately - even as many confidently predict a recession. I expect inflation, which caused a single digit revenue increase for S&P 500 companies to reduce gradually in 2023. The 6-8% increase in CPI and CPE throughout 2022, which depleted customers wallets, also contributed strongly to the S&P 500 top line. We paid higher at the pump and at the grocery store because companies passed along these costs to us, their customers. This is highly unlikely to happen in 2023, especially on a higher base. In fact, excess inventory and lower demand should lead to lower prices across the board.I see the slow reaction from investors and traders to lower earnings guidance as the biggest threat to the market in the first quarter of 2023. For now, however, it feels like a slow burn till Q4-22 earnings season starts in earnest in the third week of Jan 2023, when Q1-2023 and full year 2023 guidance finally tips over and the disappointment hits the markets like a freight train.It is not that analysts have been sleeping, they did mark earnings down 5.6% for Q4 2022 in October and November.According to FactSet the Q4 bottom-up EPS estimate (which is an aggregation of the median EPS estimates for Q4 for all the companies in the index) decreased by 5.6% (to $54.58 from $57.79) from September 30 to November 30. Thus, the decline in the bottom-up EPS estimate recorded during the first two months of the fourth quarter was larger than the 5-year average, the 10-year average, the 15-year average, and the 20-year average. The fourth quarter also marked the largest decrease in the bottom-up EPS estimate during the first two months of a quarter since Q2 2020 (-35.9%).The bottom-up EPS estimate for CY 2023 declined by 3.6% (to $232.52 from $241.22) from September 30 to November 30.\"As of now, in my opinion, consensus bottoms up revenue estimates of $232.52 are still way too high and don't reflect weaknesses in the energy, real estate, technology and communication sectors:Here are my S&P 500 sector specific growth rates estimates that point to a 5% lower YoY 2023 earnings of $210 compared to 2022.S&P 500 earnings By Sector (FactSet, Bloomberg, The Heisenberg Report, Fountainhead)In my opinion, these are the sectors that should weigh strongest on the S&P 500 in 2023.High oil prices, which led to a massive 100% increase in Energy earnings will see a 50% reversal to earnings in 2023 and bring its sector weighting back to the more normal 5%.Real Estate, which saw gains of 15% in 2022 should fall with the housing bust and drop 10% in 2023.Consumer cyclicals should also lose much of its inflationary gains of 2022 with tepid growth of 3% in 2023.Technology, the highest weighting, which still eked out an estimated gain of 4.8% is likely to lose about 6.3% in 2023.I Expect Growth to Resume in 2024S&P 500 Earnings Estimate 2023 (FactSet, The Heisenberg Report, Bloomberg, Seeking Alpha, Fountainhead)I stacked up my estimates against consensus and Morgan Stanley and Bank of America, whose analysts had outstanding bear calls for 2022. I'm not as bearish as Bank of America, which has an EPS estimate of just 200, but also looks for a return to growth of 10% in 2024. My own growth estimates for 2024 are higher at 13% for three reasons -a) Technology and Communications, the two biggest sectors, will return to higher growth.b) I don't anticipate the labor market to falter beyond an unemployment rate of 5.5 %c) In my view, there will be \"normal\" inflation of 3% going forward, hence I do expect it to show in the nominal earnings numbers.S&P 500 PE V Interest Rates (Current Market Valuation)A Conservative Multiple and Growth RateBased on the historical chart above, in 1995, the 10-year treasury was above 6% and then fell to a low of 2% during the Great Financial Crisis, ranging between 3.5% to 4.5% for the most part in those 15 years. During this period, the S&P 500 P/E ranged between 15 and 25 for the most part except for those two years when earnings plummeted during the GFC. The \"supposedly high\" 10-year interest rate of 3.5%, which has given investors so much consternation was \"normal\" for 15 years and we still had P/E's of 15+ during that time. Therefore, I believe that a P/E of 17.5 around the end of 2023 with a trending decline in interest rates in 2024 is not a big ask at all - if anything I may be conservative.Going forward, I'm not looking at P/E's beyond 18, which would make us guilty of a recency bias. In the greatest bond market in history, before inflation reared its ugly head, after the GFC, 10-year treasuries ranged between 2% and 4% and of course between 0.5% and 2% during COVID, which led to the S&P at 4,800 having a trailing P/E of 23 on a 2021 EPS of $209! If it looks like an asset bubble, if it walks like an asset bubble... That should be a clear warning!Also from an earnings standpoint, if you smoothen out COVID fluctuations, the 5 year 2019-2024 earnings CAGR is only 7.8%, which is consistent with the 2011-2022 growth of 7.6%. I'm not taking the higher 2009-2022 rate because post GFC the base of 62.09 was extremely low and it distorts the historical trend.S&P 500 Earnings (Fountainhead, Yahoo Finance, Yardeni)I believe The Fed Pivot is not PivotalI actually believe that the Fed pivot is not pivotal, and instead of navel-gazing as to when Powell will blink in the face of recession, we should be looking at a new, \"new normal\" of 10 year treasuries ranging between 3.75% to 4.5% in the first half of 2023 and flattening to 3.5% to 4% in Q3 and Q4 2023 with a likely decrease in 2024. As we saw from the chart above, we have survived and thrived in 3.5 to 4% interest rates - if you're not looking for outlandish \"Stimmy\" valuations! Instead I would rather focus on finding a) Great investments and b) Scouting for bargains which will be available in spades in 2023 and c) Putting strict limits to take profits when either we've reached our price target or the market has given it an absurd valuation.I expect the Fed's 2% Target Inflation Rate To be Ditched - Live With the New NormalI believe the Fed will explicitly or implicitly ditch its 2% target inflation rate. With the PCE (the Fed's preferred inflation gauge) running at 6% Year on Year, it doesn't make sense to target 2% knowing that you'd have to set a nominal interest rate of 8% to reach that target. The PCE actually peaked at a 7% YoY increase in June 2022 and while confident of a decline, I don't believe it will go below 3-4% for the most part of 2023. Wage and shelter inflation are far stickier than commodity and supply chain inflation.We tend to forget that the Fed hikes have a limited impact - their biggest impact and effectiveness is in pricking asset bubbles, ironically the same ones that they helped create! And to a large extent, in 2022 the markets have been punished for irrational exuberance, for buying the dip and paying excessive multiples without realizing that interest rates cannot stay at zero forever.To that extent and if that is their mandate - they have been successful in spades. Every asset class has dropped in 2022.Forget about the pivots and when the Feds will stop increasing rates; I think the focus should be to accept that inflation is not likely to reduce in a hurry - I don’t believe the Feds can actually reduce wage growth way the way they can puncture asset bubbles.The Feds also have a hard time fighting inflation caused by supply chain disruptions and geopolitical tensions. For example, the Fed can do little to influence oil prices, which are again dictated by the monopolistic OPEC. Sure, higher interest rates make capital investment more expensive, thereby preventing over capacity, but simply not making capital available also has the opposite effect - you are reducing capital expenditure, which means existing manufacturers or material producers and miners can charge more without worrying about new capacity coming up soon again. I don’t believe higher interest rates are going to reduce material and commodity prices in a big way. It’s counterproductive.To the Fed's credit - it is crucial to understand that the Fed is seen to be fighting inflation. Entrenched inflation expectations are worse because they predicate human behavior, which means instead of spending, we hoard since we expect prices to go up even further, which then creates a vicious inflationary spiral. Or we postpone, which reduces demand in the economy, not because prices have gone up recently, but we want to buy when things are cheaper. Besides, the Fed has to be that one institution, which should be seen as winning the fight on inflation - even if they attack in a \"whack a mole\" fashion. I believe the outcomes will be selective and the biggest influence will be on asset prices, and with more than a 30% drop in the NASDAQ Composite Index (COMP.IND) and 20% in the S&P 500 the Fed has already achieved that.The Fed has also done a reasonable job in reducing the housing bubble. With mortgage rates ratcheting to over 7 percent, it has shaken out a fair amount of excessive speculation. The Fed's second goal was to reduce shelter inflation/renters inflation, which usually occurs with a time lag, and I believe this should happen in Q2 of 2023, simply because leases are annual affairs and will show up in the statistics with a lag even if this is already happening. Shelter inflation is the biggest part of our monthly budget and we should see some improvements in 2023, which will continue to reduce inflation.The last frontier - High wages. As unfortunate as it sounds, the Fed has a mandate to reduce jobs to meet their inflation targets. Currently, they expect the unemployment rate to increase to about 5% from the existing 3.6%. However, I believe wage inflation will be stubborn because a) there has been a labor shortfall because of a marked decrease in immigration due to COVID and b) there has been a steady outflow of labor from the market due to early retirement and a reluctance to work in COVID like conditions. We still have 1.9 positions to 1 available person based on JOLTS reports (Job Openings to Labor Turnover). I suspect that the Fed will baulk at achieving this target - the specter of a recession and joblessness will outweigh the need to bring inflation to the targeted rate, there will be political pressure as we head to an election year in 2024 and lastly, Fed members are old enough to remember the jobless recovery of the Obama years - higher unemployment is not a desired outcome. It takes years to recover from that!The Fed also needs to be careful to avoid overtightening impulsesIt is so difficult to wean off our dependency on ZIRP (Zero Interest Rate Policy) and the Feds need to ensure that we in the US don't have the same fallout the UK did when pension funds suddenly had no buyers or liquidity before the Reserve Bank of England stepped in. To quote Marko Kolanovic, Chief Global Strategist of JP Morgan Chase on the same...The financial system over the past ~15 years evolved around an environment of near-zero interest rates. This includes leverage, functioning of arbitrage channels and strategies that rely on leverage, new models of liquidity provision, liquidity risk of private assets, systematic investing, etc. Together, these can give rise to a self-reinforcing feedback loop of volatility-liquidity-positioning. This type of market interdependencies, which are a feature of financial markets built around a near-zero rate environment, can cause selloffs such as the one at the end of 2018 and on a number of other occasions. These financial risks can lead to contagion and are not captured by low-frequency economics (e.g., ‘Phillips curve,’ etc.). In an environment of deteriorating fundamentals, quantitative tightening and an abrupt increase of interest rates, these risks could emerge much sooner than, for example, an increase in unemployment or decrease in inflation.I do believe that in the face of declining earnings and lower GDP growth rates, the Feds will not risk sudden tightening impulses, especially now that they have committed to smaller rates for longer periods, which has resulted in the markets pricing a terminal rate of 5.1% instead of 4.8% from September.Trading and Investment Strategy for 2023I expect the S&P 500 to test its June 16th low of 3,667 and the October 10th close of 3,577, by the 1st quarter of 2023. Technically, since its high of 4,797 on Jan 3rd, 2022, the S&P 500 has been making lower tops and lower bottoms in a bear market and while the rallies have been fast and furious, they're also typical of bear market rallies.S&P 500 Index (Barchart)I believe that we are headed for a short and shallow recession in 2023, based on at least these indicators:The Yield (2 Year v 10 Year) curve is inverted at its deepest since 1981. In my opinion, Inverted yield curves are good predictors of recessions, (not infallible but right more than 65% of the time)Oil is down more than 40% from its peak.China reopening is still doubtful and sluggish for 2023.US Pending home sales fell 37% YoY in October.ISM manufacturing new orders are down for 3 consecutive months.I have about 25% of my portfolio in cash and plan to add 10-15% more in 2023.S&P 500 - I'll start nibbling around 3,650. I'm not a good market timer and even though I believe 3,577 is a good support level, I believe the downside risks don't extend beyond 10% and hope to deploy 90% of cash between 3,450 and 3,650, keeping 10% for special situations. I strongly believe that the S&P 500 pre Covid peak of 3,380 should hold as a key support for the index.Tech Stocks - I believe the focus in 2023-2024 should return to high quality tech, especially stocks that lost 50 to 70% from their peak.NVIDIA (NVDA) - great long term investment, most innovative chip company, abundant growth opportunities. I've owned it for a long time and recommended it in October. I got a good price around $118-$120, but am keeping a lookout to add more if it breaks $150. The stock tends to get expensive fast because it is volatile - it was over $180 just a few days ago, so keep limits.ASML Holding (ASML) - A veritable monopoly in Ultra Violet lithographic machines, this is another buy on declines, and should do very well in the next 5-7 years.Teradyne (TER) - Another favorite in the semi's space, part of a duopoly for Automated Test Equipment - this is still reasonably priced and I continue to add more.Apple (AAPL) - Besieged by production issues out of China, which will resolve over time, this is also worth buying on declines.I will also add Netflix (NFLX) on declines - I believe the advertising model has legs. Adobe Inc. (ADBE) is a very well-managed company, also attractive even though its growth rate has slowed some.I'm not a big fan of cyclicals and in a recession they will get hit, but ABB Ltd (ABB), is well managed and holds up well in bad times - researching it in more detail.Conclusion - I expect the S&P 500 to close at 4,151 at the end of 20232023 is going to be very difficult to make money in - I guess that's a major understatement!I have a two-year outlook - I'm not trying to time the market by shorting the S&P 500 to 3,500. Instead, I would prefer to be patient, setting lower limits. Assuming 2024 earnings of $237 and 2025 earnings of $256 (8% growth - around the long-term average) I expect an index of 4,607 - hoping to have some real animal spirits back in the market in 2024, instead of the \"will he, won't he\" day traders parsing Fedspeak. This returns about 1,100 on a base of 3,500 or 14.7% per year. That's a great return for the index. Returns on individual stocks, especially tech would be higher (of course, higher risk as well).In my viewpoint, we're extremely likely to see earnings decline in 2023 and a recession - I've actually listed a very short list of recession indicators and will expand more just on the recession in another article. Wading through weak guidance, falling home prices, higher unemployment should be gut wrenching and will require a lot of patience. However, this is not the Great Financial Crisis, nor the Volcker 70's inflation and thankfully a huge chunk of the irrational exuberance has already been taken out of the indices with the S&P 500 down 21% from its high and the NASDAQ Composite down more than 30% from its all-time high. Most of the damage is done and the downside is limited, and while inflation will persist above the Fed's target, the focus will shift to staving off a recession.I believe a P/E of 17.5 to 18 is reasonable given historical trends and expect the S&P 500 to close around 4,151 based on a 2024 EPS of $237 at the end of 2023 and 4,607 based on a 2025 EPS of $256 at the end of 2024.Happy investing and happy holidays to all.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922825213,"gmtCreate":1671744934733,"gmtModify":1676538585673,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9922825213","repostId":"2293314960","repostType":4,"repost":{"id":"2293314960","pubTimestamp":1671720814,"share":"https://ttm.financial/m/news/2293314960?lang=&edition=fundamental","pubTime":"2022-12-22 22:53","market":"us","language":"en","title":"Apple Stock: Bull vs. Bear","url":"https://stock-news.laohu8.com/highlight/detail?id=2293314960","media":"Motley Fool","summary":"Is the iPhone maker a winning stock going into 2023?","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Apple has dominated consumer tech hardware for a generation.</li><li>The stock is well-priced after the recent sell-off, according to the bull case.</li><li>There&#39;s more uncertainty than investors think, according to the bear case.</li></ul><p>For much of the past two decades, <b>Apple</b> has been a star not just in the business world, but in the stock market as well.</p><p>The company dominates consumer tech hardware. It has the largest market cap of any U.S. company, and it even counts Warren Buffett as one of its biggest fans.</p><p>However, while Apple may have an admirable track record, that doesn&#39;t necessarily mean its future is equally bright. Is Apple stock a buy today? Keep reading as two Motley Fool contributors discuss the bull and bear cases for the tech giant.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc5c86bca0f523b18f31d90c264b1487\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/><span>Image source: Apple.</span></p><h2>The numbers speak for themselves</h2><p><b>Parkev Tatevosian</b> <b>(Bull case):</b> My bull case for Apple starts with its demonstrated ability to repeatedly create innovative tech hardware that consumers willingly pay premium prices to buy. The iPhone is arguably one of the most significant consumer products in the world (as measured by dollars spent). Notable products like the iPod, the iMac, and more preceded the legendary smartphone. Since the iPhone, Apple&#39;s produced sought-after devices like the iPad, Apple Watch, Airpods, and more. Most importantly, millions of people pay premium prices for each of the aforementioned, leaving excellent profit margins for Apple and its shareholders.</p><p>Between 2013 and 2022, Apple&#39;s annual sales soared from $171 billion to $394 billion. Considering the diverse and large markets in which Apple sells products, it is not likely to hit the ceiling on sales anytime soon despite its already massive scale. The pricing power that Apple earned over decades of improving the customer experience allowed it to average an operating profit margin of 28.3% in that time.</p><p>Admittedly, these are all backward-looking figures, but Apple&#39;s highly connected ecosystem makes it less likely for customers to switch to a competitor&#39;s product. In other words, many of yesterday&#39;s customers will likely stick with Apple longer-term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4840b837074a86f7ea8f6ae8b5f1350a\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>AAPL data by YCharts</span></p><p>The bear market in 2022 brought Apple&#39;s stock down meaningfully. Today&#39;s investors can buy Apple stock at a price-to-earnings and price-to-free cash flow of 21.7 and 19.4, respectively. This is a relatively fair price to pay for an excellent business. Investors will do well in building wealth if they can buy great companies at reasonable prices.</p><h2>What have you done for me lately?</h2><p><b>Jeremy Bowman (Bear case):</b> It&#39;s hard to question Apple&#39;s bona fides, as the company is one of the biggest in the world, and generates huge margins. But stocks are generally valued based on future cash flows, and Apple&#39;s may not be as strong as the market seems to think.</p><p>In Apple&#39;s most recent quarter, revenue was up 8%, and earnings per share grew just 4%. According to Wall Street, this is not the growth stock that some might like to think it is. Apple didn&#39;t give specific guidance in its most recent earnings report, but the company said it expected revenue to slow sequentially in the current quarter due to the macroeconomic environment, a 10-percentage-point headwind from currency exchange, and difficult comparisons in the Mac segment.</p><p>Wall Street, meanwhile, expects revenue growth of just 2.7% in the current fiscal year, and even slower growth in earnings per share. In fiscal 2024, it only expects top and bottom line growth to improve slightly.</p><p>Apple has built a dominant consumer franchise, but there are also real risks to the company as rivals push forward with the next computing platform. <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b>, for example, will spend close to $20 billion next year to make its visions of the metaverse a reality, and other companies like <b>Nvidia</b> and <b>Microsoft</b> are pushing past the mobile computing era as well.</p><p>Apple still gets more than half of its revenue from the iPhone, which it first introduced 15 years ago. And while the company has had success in raising prices on its trademark smartphone, it&#39;s bound to reach a limit in what people are willing to pay, especially with a global recession potentially around the corner. The law of large numbers will eventually catch up to it, and it will run out of new customers to convert.</p><p>Finally, Apple&#39;s services segment, which is underpinned by its App Store, is facing more legal challenges as companies balk at its 30% commission fee. We could see a reckoning in the App Store model over the coming years.</p><p>Overall, Apple&#39;s strengths as a business are self-evident, but investors can find better growth at this valuation elsewhere.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: Bull vs. Bear</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Bull vs. Bear\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-22 22:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/21/apple-stock-bull-vs-bear/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSApple has dominated consumer tech hardware for a generation.The stock is well-priced after the recent sell-off, according to the bull case.There's more uncertainty than investors think, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/21/apple-stock-bull-vs-bear/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","BK4532":"文艺复兴科技持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4554":"元宇宙及AR概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4574":"无人驾驶","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4505":"高瓴资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4581":"高盛持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2022/12/21/apple-stock-bull-vs-bear/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293314960","content_text":"KEY POINTSApple has dominated consumer tech hardware for a generation.The stock is well-priced after the recent sell-off, according to the bull case.There's more uncertainty than investors think, according to the bear case.For much of the past two decades, Apple has been a star not just in the business world, but in the stock market as well.The company dominates consumer tech hardware. It has the largest market cap of any U.S. company, and it even counts Warren Buffett as one of its biggest fans.However, while Apple may have an admirable track record, that doesn't necessarily mean its future is equally bright. Is Apple stock a buy today? Keep reading as two Motley Fool contributors discuss the bull and bear cases for the tech giant.Image source: Apple.The numbers speak for themselvesParkev Tatevosian (Bull case): My bull case for Apple starts with its demonstrated ability to repeatedly create innovative tech hardware that consumers willingly pay premium prices to buy. The iPhone is arguably one of the most significant consumer products in the world (as measured by dollars spent). Notable products like the iPod, the iMac, and more preceded the legendary smartphone. Since the iPhone, Apple's produced sought-after devices like the iPad, Apple Watch, Airpods, and more. Most importantly, millions of people pay premium prices for each of the aforementioned, leaving excellent profit margins for Apple and its shareholders.Between 2013 and 2022, Apple's annual sales soared from $171 billion to $394 billion. Considering the diverse and large markets in which Apple sells products, it is not likely to hit the ceiling on sales anytime soon despite its already massive scale. The pricing power that Apple earned over decades of improving the customer experience allowed it to average an operating profit margin of 28.3% in that time.Admittedly, these are all backward-looking figures, but Apple's highly connected ecosystem makes it less likely for customers to switch to a competitor's product. In other words, many of yesterday's customers will likely stick with Apple longer-term.AAPL data by YChartsThe bear market in 2022 brought Apple's stock down meaningfully. Today's investors can buy Apple stock at a price-to-earnings and price-to-free cash flow of 21.7 and 19.4, respectively. This is a relatively fair price to pay for an excellent business. Investors will do well in building wealth if they can buy great companies at reasonable prices.What have you done for me lately?Jeremy Bowman (Bear case): It's hard to question Apple's bona fides, as the company is one of the biggest in the world, and generates huge margins. But stocks are generally valued based on future cash flows, and Apple's may not be as strong as the market seems to think.In Apple's most recent quarter, revenue was up 8%, and earnings per share grew just 4%. According to Wall Street, this is not the growth stock that some might like to think it is. Apple didn't give specific guidance in its most recent earnings report, but the company said it expected revenue to slow sequentially in the current quarter due to the macroeconomic environment, a 10-percentage-point headwind from currency exchange, and difficult comparisons in the Mac segment.Wall Street, meanwhile, expects revenue growth of just 2.7% in the current fiscal year, and even slower growth in earnings per share. In fiscal 2024, it only expects top and bottom line growth to improve slightly.Apple has built a dominant consumer franchise, but there are also real risks to the company as rivals push forward with the next computing platform. Meta Platforms, for example, will spend close to $20 billion next year to make its visions of the metaverse a reality, and other companies like Nvidia and Microsoft are pushing past the mobile computing era as well.Apple still gets more than half of its revenue from the iPhone, which it first introduced 15 years ago. And while the company has had success in raising prices on its trademark smartphone, it's bound to reach a limit in what people are willing to pay, especially with a global recession potentially around the corner. The law of large numbers will eventually catch up to it, and it will run out of new customers to convert.Finally, Apple's services segment, which is underpinned by its App Store, is facing more legal challenges as companies balk at its 30% commission fee. We could see a reckoning in the App Store model over the coming years.Overall, Apple's strengths as a business are self-evident, but investors can find better growth at this valuation elsewhere.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926271813,"gmtCreate":1671577316933,"gmtModify":1676538557471,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9926271813","repostId":"1191359302","repostType":4,"repost":{"id":"1191359302","pubTimestamp":1671548704,"share":"https://ttm.financial/m/news/1191359302?lang=&edition=fundamental","pubTime":"2022-12-20 23:05","market":"us","language":"en","title":"Microsoft, Snowflake, Datadog Among JP Morgan's Top Software Stocks for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1191359302","media":"Seeking Alpha","summary":"Microsoft (NASDAQ:MSFT), Snowflake (NYSE:SNOW), Datadog (NASDAQ:DDOG) and several other software com","content":"<html><head></head><body><p>Microsoft (NASDAQ:MSFT), Snowflake (NYSE:SNOW), Datadog (NASDAQ:DDOG) and several other software companies were listed by investment firm J.P. Morgan as its top picks in the sector going into 2023, but for varying reasons.</p><p>Ateam of analysts noted that 2023 is likely to be a tale of two-halves for investors, with expectations that the S&amp;P 500 will re-test the lows of 2022 in the first-half of the year, as the Federal Reserve raises interest rates too tightly while also dealing with a weaker economy.</p><p>However, that sell-off, combined with weaker inflation, rising unemployment and a decline in corporate sentiment should lead a pivot from the Federal Reserve and a recovery in asset prices, with the S&amp;P 500 hitting 4,200 by the end of the year, the analysts added.</p><p>&#34;If all these stars align, mid-2023 might be a rough timeframe to rotate out of stable/resilient software and into higher growth,&#34; the analysts wrote in a note to clients.</p><p>Microsoft (MSFT), ServiceNow (NOW) and Snowflake (SNOW) are examples of software companies that have continued to see prioritization from customers, as well as being the beneficiaries of high gross renewal rates (between 95% and 99%), along with generating cash flow and numbers that have been &#34;derisked.&#34;</p><p>But with the expected Fed pivot, investors may want to gain exposure to Datadog (DDOG), HubSpot (HUBS), ZoomInfo (ZI) and Cloudflare (NET) to get ahead of the rotation into higher growth names.</p><p>Microsoft (MSFT) was also named one of Wedbush Securities&#39; top picks going into 2023, with the firm citing its strength in cloud computing as a key growth driver for the tech giant.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft, Snowflake, Datadog Among JP Morgan's Top Software Stocks for 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft, Snowflake, Datadog Among JP Morgan's Top Software Stocks for 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-20 23:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3918951-microsoft-snowflake-datadog-among-jp-morgans-top-software-stocks-for-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (NASDAQ:MSFT), Snowflake (NYSE:SNOW), Datadog (NASDAQ:DDOG) and several other software companies were listed by investment firm J.P. Morgan as its top picks in the sector going into 2023, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3918951-microsoft-snowflake-datadog-among-jp-morgans-top-software-stocks-for-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDOG":"Datadog","SNOW":"Snowflake","MSFT":"微软"},"source_url":"https://seekingalpha.com/news/3918951-microsoft-snowflake-datadog-among-jp-morgans-top-software-stocks-for-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191359302","content_text":"Microsoft (NASDAQ:MSFT), Snowflake (NYSE:SNOW), Datadog (NASDAQ:DDOG) and several other software companies were listed by investment firm J.P. Morgan as its top picks in the sector going into 2023, but for varying reasons.Ateam of analysts noted that 2023 is likely to be a tale of two-halves for investors, with expectations that the S&P 500 will re-test the lows of 2022 in the first-half of the year, as the Federal Reserve raises interest rates too tightly while also dealing with a weaker economy.However, that sell-off, combined with weaker inflation, rising unemployment and a decline in corporate sentiment should lead a pivot from the Federal Reserve and a recovery in asset prices, with the S&P 500 hitting 4,200 by the end of the year, the analysts added.\"If all these stars align, mid-2023 might be a rough timeframe to rotate out of stable/resilient software and into higher growth,\" the analysts wrote in a note to clients.Microsoft (MSFT), ServiceNow (NOW) and Snowflake (SNOW) are examples of software companies that have continued to see prioritization from customers, as well as being the beneficiaries of high gross renewal rates (between 95% and 99%), along with generating cash flow and numbers that have been \"derisked.\"But with the expected Fed pivot, investors may want to gain exposure to Datadog (DDOG), HubSpot (HUBS), ZoomInfo (ZI) and Cloudflare (NET) to get ahead of the rotation into higher growth names.Microsoft (MSFT) was also named one of Wedbush Securities' top picks going into 2023, with the firm citing its strength in cloud computing as a key growth driver for the tech giant.","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928708209,"gmtCreate":1671400161901,"gmtModify":1676538528954,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9928708209","repostId":"1155170885","repostType":4,"repost":{"id":"1155170885","pubTimestamp":1671342252,"share":"https://ttm.financial/m/news/1155170885?lang=&edition=fundamental","pubTime":"2022-12-18 13:44","market":"us","language":"en","title":"Apple Stock: What The Interest Rate Hike Means For Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1155170885","media":"The Street","summary":"In a widely anticipated move, the Federal Reserve in the US raised short-term interest rates by 50 b","content":"<html><head></head><body><ul><li>In a widely anticipated move, the Federal Reserve in the US raised short-term interest rates by 50 basis points to a target of 4.25% to 4.5%.</li><li>The market did not react well to the new expected ceiling of 5.1% to be reached by the end of 2023, up from 4.6% only a couple of months ago.</li><li><a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock has taken a hit, not unlike the rest of the broad market. This can be both bad for momentum in the short term and good for bargain hunting in the long run.</li></ul><h3>Federal Reserve: Not Ready To Let Up</h3><p>On December 14, the US Central Bank increased the federal funds rate yet again. What was different this time is that the hike was smaller than in the past few Fed meetings: 50 instead of 75 basis points.</p><p>Without any context, a deceleration in the interest rate increase could be seen as good news. This is particularly true because CPI (inflation to the consumer) has finally shown signs of cooling off: from a multi-decade record of 9.1% in June to 7.1% in November (see below).</p><p><img src=\"https://static.tigerbbs.com/03a5a5f64b3021c05d83b9f2813627b4\" tg-width=\"723\" tg-height=\"541\" width=\"100%\" height=\"auto\"/>12-month percentage change, CPI, selected categories, not seasonally.</p><p>But of course, market participants looked under the hood. And what they saw was hawkishness from Fed chairman Jerome Powell, who said the following:</p><p>“We need to be honest with ourselves that there&#39;s inflation. Twelve-month core inflation is 6% CPI. That&#39;s three times our 2% target. Now, it&#39;s good to see progress, but let&#39;s just understand we have a long ways to go to get back to price stability.”</p><p>The so-called Fed dot plot also looked much more hawkish than dovish. Simply put: on average, the Federal Reserve’s 19 policymakers now believe that interest rates will rise to as much as 5.1% next year compared to September’s estimate of 4.6% (see below).</p><p>Some of the most hawkish FOMC participants even see rates staying above 4% as far out as 2025. Worth noting, tight monetary policy is not only about how much or how fast interest rates rise, but also about how long they stay high.</p><p><img src=\"https://static.tigerbbs.com/6a3f5942c95cf720ef8fe4c11cd3d56c\" tg-width=\"543\" tg-height=\"513\" width=\"100%\" height=\"auto\"/>FOMC participants&#39; assortments of appropriate monetary policy.</p><p>Apple Stock Down Following Fed Decision</p><p>On the day prior to the Fed’s monetary policy decision, Apple stock was trading at $145 apiece. As I mentioned recently, shares have been rangebound between $140 and $150 for about two or three months.</p><p>But as I write this sentence, AAPL has slid as far down as $136 – a 6% loss in as few as a day and a half. At these levels, Apple stock is approaching the June lows of the year, and remains firmly in bear market territory: down 24% YTD.</p><h3>Should AAPL Investors Worry?</h3><p>In my view, the main events of the week (not to mention company-specific news regarding the iPhone and the App Store) all point in the direction of share price weakness for AAPL in the short term. I have said a few times recently that the prospects for AAPL through the next earnings season are bleak.</p><p>At the same time, long-term AAPL investors might see this three-month decline in the share price – down 11%, during a period when the S&amp;P 500 barely dropped (see below) – as an opportunity. It is no secret that AAPL produces the best returns when bought on weakness, and when held for long enough – more than merely a few weeks or months.</p><p><img src=\"https://static.tigerbbs.com/752eee72a37ece471c736766ec73a0a8\" tg-width=\"700\" tg-height=\"380\" width=\"100%\" height=\"auto\"/>AAPL vs. S&amp;P 500.</p></body></html>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: What The Interest Rate Hike Means For Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: What The Interest Rate Hike Means For Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-18 13:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-what-the-interest-rate-hike-means-for-investors><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a widely anticipated move, the Federal Reserve in the US raised short-term interest rates by 50 basis points to a target of 4.25% to 4.5%.The market did not react well to the new expected ceiling ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-what-the-interest-rate-hike-means-for-investors\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-what-the-interest-rate-hike-means-for-investors","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155170885","content_text":"In a widely anticipated move, the Federal Reserve in the US raised short-term interest rates by 50 basis points to a target of 4.25% to 4.5%.The market did not react well to the new expected ceiling of 5.1% to be reached by the end of 2023, up from 4.6% only a couple of months ago.Apple stock has taken a hit, not unlike the rest of the broad market. This can be both bad for momentum in the short term and good for bargain hunting in the long run.Federal Reserve: Not Ready To Let UpOn December 14, the US Central Bank increased the federal funds rate yet again. What was different this time is that the hike was smaller than in the past few Fed meetings: 50 instead of 75 basis points.Without any context, a deceleration in the interest rate increase could be seen as good news. This is particularly true because CPI (inflation to the consumer) has finally shown signs of cooling off: from a multi-decade record of 9.1% in June to 7.1% in November (see below).12-month percentage change, CPI, selected categories, not seasonally.But of course, market participants looked under the hood. And what they saw was hawkishness from Fed chairman Jerome Powell, who said the following:“We need to be honest with ourselves that there's inflation. Twelve-month core inflation is 6% CPI. That's three times our 2% target. Now, it's good to see progress, but let's just understand we have a long ways to go to get back to price stability.”The so-called Fed dot plot also looked much more hawkish than dovish. Simply put: on average, the Federal Reserve’s 19 policymakers now believe that interest rates will rise to as much as 5.1% next year compared to September’s estimate of 4.6% (see below).Some of the most hawkish FOMC participants even see rates staying above 4% as far out as 2025. Worth noting, tight monetary policy is not only about how much or how fast interest rates rise, but also about how long they stay high.FOMC participants' assortments of appropriate monetary policy.Apple Stock Down Following Fed DecisionOn the day prior to the Fed’s monetary policy decision, Apple stock was trading at $145 apiece. As I mentioned recently, shares have been rangebound between $140 and $150 for about two or three months.But as I write this sentence, AAPL has slid as far down as $136 – a 6% loss in as few as a day and a half. At these levels, Apple stock is approaching the June lows of the year, and remains firmly in bear market territory: down 24% YTD.Should AAPL Investors Worry?In my view, the main events of the week (not to mention company-specific news regarding the iPhone and the App Store) all point in the direction of share price weakness for AAPL in the short term. I have said a few times recently that the prospects for AAPL through the next earnings season are bleak.At the same time, long-term AAPL investors might see this three-month decline in the share price – down 11%, during a period when the S&P 500 barely dropped (see below) – as an opportunity. It is no secret that AAPL produces the best returns when bought on weakness, and when held for long enough – more than merely a few weeks or months.AAPL vs. S&P 500.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921975395,"gmtCreate":1670974082517,"gmtModify":1676538468179,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Interesting to see stock market reaction.","listText":"Interesting to see stock market reaction.","text":"Interesting to see stock market reaction.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9921975395","repostId":"2291749530","repostType":4,"repost":{"id":"2291749530","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670972284,"share":"https://ttm.financial/m/news/2291749530?lang=&edition=fundamental","pubTime":"2022-12-14 06:58","market":"us","language":"en","title":"Wall St Rises After CPI Data but Fed Concerns Persist","url":"https://stock-news.laohu8.com/highlight/detail?id=2291749530","media":"Reuters","summary":"* Consumer prices rise moderately in November* Growth, real estate stocks climb as yields fall* Mode","content":"<html><head></head><body><p>* Consumer prices rise moderately in November</p><p>* Growth, real estate stocks climb as yields fall</p><p>* Moderna surges on upbeat trial data</p><p>* Dow up 0.3%, S&amp;P 500 up 0.73%, Nasdaq up 1.01%</p><p><img src=\"https://static.tigerbbs.com/f892c698f58a35f4311d9fef665fe65b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.</p><p>The benchmark S&amp;P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.</p><p>Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&amp;P 500 growth index, up 1.18%, and the S&amp;P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.</p><p>Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.</p><p>Morgan Stanley&#39;s chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank&#39;s February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.</p><p>Still, equities pared gains ahead of the Fed&#39;s policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.</p><p>&#34;There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,&#34; said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.</p><p>&#34;That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.&#34;</p><p>The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&amp;P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.</p><p>Energy, up 1.77%, was among the best performing S&amp;P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.</p><p>The consumer inflation numbers follow November&#39;s producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.</p><p>Still, some questioned whether the trend in prices could continue.</p><p>&#34;Today&#39;s CPI print is incrementally good, but it needs to be sustained,&#34; said Venu Krishna, head of U.S. equity strategy at Barclays in New York.</p><p>&#34;There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.&#34;</p><p>Moderna Inc surged 19.63% after the biotechnology firm&#39;s experimental vaccine in combination with Merck &amp; Co Inc&#39;s blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.</p><p>Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform&#39;s stock to &#34;overweight&#34; from &#34;neutral.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Rises After CPI Data but Fed Concerns Persist</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Rises After CPI Data but Fed Concerns Persist\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-14 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Consumer prices rise moderately in November</p><p>* Growth, real estate stocks climb as yields fall</p><p>* Moderna surges on upbeat trial data</p><p>* Dow up 0.3%, S&amp;P 500 up 0.73%, Nasdaq up 1.01%</p><p><img src=\"https://static.tigerbbs.com/f892c698f58a35f4311d9fef665fe65b\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.</p><p>The benchmark S&amp;P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.</p><p>Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&amp;P 500 growth index, up 1.18%, and the S&amp;P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.</p><p>Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.</p><p>Morgan Stanley&#39;s chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank&#39;s February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.</p><p>Still, equities pared gains ahead of the Fed&#39;s policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.</p><p>&#34;There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,&#34; said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.</p><p>&#34;That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.&#34;</p><p>The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&amp;P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.</p><p>Energy, up 1.77%, was among the best performing S&amp;P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.</p><p>The consumer inflation numbers follow November&#39;s producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.</p><p>Still, some questioned whether the trend in prices could continue.</p><p>&#34;Today&#39;s CPI print is incrementally good, but it needs to be sustained,&#34; said Venu Krishna, head of U.S. equity strategy at Barclays in New York.</p><p>&#34;There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.&#34;</p><p>Moderna Inc surged 19.63% after the biotechnology firm&#39;s experimental vaccine in combination with Merck &amp; Co Inc&#39;s blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.</p><p>Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform&#39;s stock to &#34;overweight&#34; from &#34;neutral.&#34;</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4139":"生物科技","BK4007":"制药","SG9999014559.SGD":"United Income Focus Trust Dis SGD","BK4196":"保健护理服务","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","BK4082":"医疗保健设备","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","COMP":"Compass, Inc.","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD",".DJI":"道琼斯","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0122379950.USD":"贝莱德世界健康科学A2","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H",".IXIC":"NASDAQ Composite","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC",".SPX":"S&P 500 Index","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","MRNA":"Moderna, Inc.","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","BK4127":"投资银行业与经纪业","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","BK4516":"特朗普概念","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291749530","content_text":"* Consumer prices rise moderately in November* Growth, real estate stocks climb as yields fall* Moderna surges on upbeat trial data* Dow up 0.3%, S&P 500 up 0.73%, Nasdaq up 1.01%NEW YORK, Dec 13 (Reuters) - U.S. stocks rose on Tuesday after a unexpectedly small consumer price increase buoyed optimism that the Federal Reserve could soon dial back its inflation-taming interest rate hikes, but concerns remained the central back could stay aggressive.The benchmark S&P 500 jumped as much as 2.76% to a three-month high early in the trading session on news that November U.S. consumer prices barely rose as gasoline and used cars cost less, leading to the smallest annual inflation increase in nearly a year at 7.1%.Rising expectations for smaller and slower Fed rate hikes sent U.S. Treasury yields sharply lower and helped lift rate-sensitive gauges like the S&P 500 growth index, up 1.18%, and the S&P 500 real estate index up 2.04% to their highest intraday levels in nearly three months. The real estate sector notched its biggest daily percentage gain in two weeks as the best performing of the 11 major sectors.Fed funds futures prices implied a better-than-even chance that the Fed will follow an expected half-point rate hike this week, with smaller 25-basis point hikes at its first two meetings of 2023, and stopping shy of 5% by March.Morgan Stanley's chief U.S. economist Ellen Zentner now sees even smaller Fed rate hikes, of 25 basis points at the central bank's February meeting, and no further increases in March, leaving the peak fed funds rate at 4.625%.Still, equities pared gains ahead of the Fed's policy statement on Wednesday, in which the central bank is widely expected to announce a 50 basis point rate hike.\"There was some excitement early on that the CPI number was once again below expectations - it shows some sequential cooling - but once we saw that initial pop, stock investors kind of reassessed,\" said Jason Ware, chief investment officer at Albion Financial Group in Salt Lake City, Utah.\"That probably took some of the steam out of the markets once investors realized tomorrow very well may be (Fed Chair) Jerome Powell throwing cold water on the rally today.\"The Dow Jones Industrial Average rose 103.6 points, or 0.3%, to 34,108.64, the S&P 500 gained 29.09 points, or 0.73%, to 4,019.65 and the Nasdaq Composite added 113.08 points, or 1.01%, to 11,256.81.Energy, up 1.77%, was among the best performing S&P sectors on the day as the softer-than-anticipated inflation data sent the dollar lower and boosted crude oil prices.The consumer inflation numbers follow November's producer prices report last week, which was slightly higher than expected but pointed to a moderation in the trend.Still, some questioned whether the trend in prices could continue.\"Today's CPI print is incrementally good, but it needs to be sustained,\" said Venu Krishna, head of U.S. equity strategy at Barclays in New York.\"There is a big question mark whether we can really come to the 2% inflation (Fed target). Perhaps we live in a world in which it will be higher and that means rates will be higher and then multiples will certainly be lower.\"Moderna Inc surged 19.63% after the biotechnology firm's experimental vaccine in combination with Merck & Co Inc's blockbuster drug Keytruda showed promising results in a skin cancer study. Merck shares advanced 1.78%.Pinterest Inc jumped 11.90% after Piper Sandler upgraded the social media platform's stock to \"overweight\" from \"neutral.\"Advancing issues outnumbered declining ones on the NYSE by a 2.83-to-1 ratio; on Nasdaq, a 1.49-to-1 ratio favored advancers.The S&P 500 posted 18 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 92 new highs and 212 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923535001,"gmtCreate":1670885763503,"gmtModify":1676538451385,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9923535001","repostId":"1142381312","repostType":4,"repost":{"id":"1142381312","pubTimestamp":1670858206,"share":"https://ttm.financial/m/news/1142381312?lang=&edition=fundamental","pubTime":"2022-12-12 23:16","market":"us","language":"en","title":"Top Calls on Wall Street: Qualcomm, Micron, Coinbase and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1142381312","media":"TheFly","summary":"Top 5 Upgrades:Goldman Sachs analyst Brooke Roach upgraded Tapestry(TPR) to Buy from Neutral with a ","content":"<html><head></head><body><h2><b>Top 5 Upgrades:</b></h2><ul><li>Goldman Sachs analyst Brooke Roach upgraded <b>Tapestry</b>(TPR) to Buy from Neutral with a price target of $44, up from $37. Top-line trends are &#34;likely to remain lackluster,&#34; especially due to potential headwinds to the middle-income consumer following robust growth in 2022, but Roach believes Tapestry has scope to relatively outperform peers in 2023. The analyst also upgraded Gap (GPS) to Buy from Neutral with a price target of $18, up from $10.</li><li>Goldman Sachs analyst Kate McShane upgraded <b>Best Buy</b>(BBY) to Neutral from Sell with a price target of $83, up from $59, implying 2% upside. The analyst sees the ability for Best Buy to improve margins in fiscal 2024 and 2025 as sales improve and as the company laps the &#34;Total Tech&#34; investment.</li><li>Stifel analyst Jim Duffy upgraded <b>Under Armour</b>(UAA) to Buy from Hold with a price target of $12, up from $9. &#34;Relative inventory management discipline&#34; leaves Under Armour with better margin certainty and in a better position to bring newness to market in 2023, Duffy tells investors in a research note.</li><li>Citi analyst Joanne Wuensch upgraded <b>Becton Dickinson</b>(BDX) to Neutral from Sell with a price target of $250, up from $220. Looking into 2023, &#34;many headwinds remain&#34; for the North America medical supplies and technology group, but these should ease in the second half of next year, alleviating operating margin pressures, Wuensch tells investors in a research note.</li><li>Deutsche Bank analyst Sidney Ho upgraded <b>Lam Research</b>(LRCX) to Buy from Hold with a price target of $520, up from $400. While some risks to memory wafer fab equipment remain in the near-term, investor expectations are already low enough and should not have a significant impact on Lam&#39;s share price, the analyst says.</li></ul><h2><b>Top 5 Downgrades:</b></h2><ul><li>Wells Fargo analyst Gary Mobley downgraded <b>Qualcomm</b>(QCOM) to Underweight from Equal Weight with a price target of $105. The analyst believes that once investor sentiment toward the chip sector turns more positive, or once investors are convinced of a trough in the chip cycle, shares of companies with high smartphone exposure should underperform the broader chip sector.</li><li>Deutsche Bank analyst Sidney Ho downgraded <b>Micron Technology</b>(MU) to Hold from Buy with a price target of $55, down from $60. The analyst is &#34;incrementally more cautious&#34; on the memory market, as he believes the current downturn will last longer and be more severe than we previously forecasted.</li><li>Roth Capital analyst Edward Engel downgraded <b>DraftKings</b>(DKNG) to Neutral from Buy with a $15 price target. The analyst cites concerns that Fanatics&#39; Q1 OSB launch can disrupt the profitability narrative.</li><li>Goldman Sachs analyst Kate McShane downgraded <b>Ulta Beauty</b>(ULTA) to Neutral from Buy with a price target of $508, down from $511. The company&#39;s market share gains from here are likely to be &#34;more limited&#34; and it faces difficult year-over-year compares following a strong 2022, McShane tells investors in a research note. The analyst also downgraded RH (RH) to Sell from Neutral with a price target of $215, down from $227.</li><li>Citi analyst Patrick Donnelly downgraded <b>Illumina</b>(ILMN) to Sell from Neutral with a price target of $180, down from $200. Going into 2023, the analyst views sentiment across the life science tools space as &#34;relatively mixed following several years of outperformance.&#34; Donnelly also downgraded Labcorp (LH) to Neutral from Buy with a price target of $250, down from $275.</li></ul><h2><b>Top 5 Initiations:</b></h2><ul><li>KeyBanc analyst Alex Markgraff initiated coverage of <b>Coinbase</b>(COIN) with a Sector Weight rating. Markgraff believes positive marks for a highly scalable model, innovative suite of products/services, and market share gains are balanced by limited revenue visibility tied to crypto asset prices/volume/volatility and industry headwinds leading to depressed crypto asset prices and market activity.</li><li>Northland analyst Ted Jackson initiated coverage of <b>Allied Motion Technologies</b>(AMOT) with an Outperform rating and $45 price target. Allied Motion is a leader in motion control solutions and technology with a focus on the higher end of its addressable market segments, which drives above industry average sales growth, while also being an industry consolidator &#34;adept at accentuating growth through strategic acquisitions,&#34; Jackson tells investors.</li><li>Jefferies analyst Andrew Anderson initiated coverage of <b>Palomar</b>(PLMR) with a Hold rating and $55 price target. Anderson thinks the stock already reflects growth and risks.</li><li>Jefferies analyst Andrew Anderson initiated coverage of <b>Kinsale Capital Group</b>(KNSL) with a Hold rating and $295 price target. Anderson expects Kinsale to continue to post above commercial P&amp;C peer growth and margins due to a strong run of results, but thinks shares already reflect stronger growth/margins and lower volatility compared to peers.</li><li>Credit Suisse analyst Fahad Tariq initiated coverage of <b>Royal Gold</b>(RGLD) with a Neutral rating and $120 price target. The analyst notes the stock has outperformed seniors Franco-Nevada (FNV) and Wheaton Precious Metals (WPM) in 2022, and he sees the current valuation as fair.</li></ul></body></html>","source":"lsy1666364704704","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Qualcomm, Micron, Coinbase and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Qualcomm, Micron, Coinbase and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3631459&headline=TPR;GPS;BBY;UA;UAA;BDX;LRCX;QCOM;MU;DKNG;ULTA;ILMN;LH;COIN;AMOT;PLMR;KNSL;RGLD-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Goldman Sachs analyst Brooke Roach upgraded Tapestry(TPR) to Buy from Neutral with a price target of $44, up from $37. Top-line trends are \"likely to remain lackluster,\" especially due ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3631459&headline=TPR;GPS;BBY;UA;UAA;BDX;LRCX;QCOM;MU;DKNG;ULTA;ILMN;LH;COIN;AMOT;PLMR;KNSL;RGLD-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","QCOM":"高通","MU":"美光科技"},"source_url":"https://thefly.com/landingPageNews.php?id=3631459&headline=TPR;GPS;BBY;UA;UAA;BDX;LRCX;QCOM;MU;DKNG;ULTA;ILMN;LH;COIN;AMOT;PLMR;KNSL;RGLD-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142381312","content_text":"Top 5 Upgrades:Goldman Sachs analyst Brooke Roach upgraded Tapestry(TPR) to Buy from Neutral with a price target of $44, up from $37. Top-line trends are \"likely to remain lackluster,\" especially due to potential headwinds to the middle-income consumer following robust growth in 2022, but Roach believes Tapestry has scope to relatively outperform peers in 2023. The analyst also upgraded Gap (GPS) to Buy from Neutral with a price target of $18, up from $10.Goldman Sachs analyst Kate McShane upgraded Best Buy(BBY) to Neutral from Sell with a price target of $83, up from $59, implying 2% upside. The analyst sees the ability for Best Buy to improve margins in fiscal 2024 and 2025 as sales improve and as the company laps the \"Total Tech\" investment.Stifel analyst Jim Duffy upgraded Under Armour(UAA) to Buy from Hold with a price target of $12, up from $9. \"Relative inventory management discipline\" leaves Under Armour with better margin certainty and in a better position to bring newness to market in 2023, Duffy tells investors in a research note.Citi analyst Joanne Wuensch upgraded Becton Dickinson(BDX) to Neutral from Sell with a price target of $250, up from $220. Looking into 2023, \"many headwinds remain\" for the North America medical supplies and technology group, but these should ease in the second half of next year, alleviating operating margin pressures, Wuensch tells investors in a research note.Deutsche Bank analyst Sidney Ho upgraded Lam Research(LRCX) to Buy from Hold with a price target of $520, up from $400. While some risks to memory wafer fab equipment remain in the near-term, investor expectations are already low enough and should not have a significant impact on Lam's share price, the analyst says.Top 5 Downgrades:Wells Fargo analyst Gary Mobley downgraded Qualcomm(QCOM) to Underweight from Equal Weight with a price target of $105. The analyst believes that once investor sentiment toward the chip sector turns more positive, or once investors are convinced of a trough in the chip cycle, shares of companies with high smartphone exposure should underperform the broader chip sector.Deutsche Bank analyst Sidney Ho downgraded Micron Technology(MU) to Hold from Buy with a price target of $55, down from $60. The analyst is \"incrementally more cautious\" on the memory market, as he believes the current downturn will last longer and be more severe than we previously forecasted.Roth Capital analyst Edward Engel downgraded DraftKings(DKNG) to Neutral from Buy with a $15 price target. The analyst cites concerns that Fanatics' Q1 OSB launch can disrupt the profitability narrative.Goldman Sachs analyst Kate McShane downgraded Ulta Beauty(ULTA) to Neutral from Buy with a price target of $508, down from $511. The company's market share gains from here are likely to be \"more limited\" and it faces difficult year-over-year compares following a strong 2022, McShane tells investors in a research note. The analyst also downgraded RH (RH) to Sell from Neutral with a price target of $215, down from $227.Citi analyst Patrick Donnelly downgraded Illumina(ILMN) to Sell from Neutral with a price target of $180, down from $200. Going into 2023, the analyst views sentiment across the life science tools space as \"relatively mixed following several years of outperformance.\" Donnelly also downgraded Labcorp (LH) to Neutral from Buy with a price target of $250, down from $275.Top 5 Initiations:KeyBanc analyst Alex Markgraff initiated coverage of Coinbase(COIN) with a Sector Weight rating. Markgraff believes positive marks for a highly scalable model, innovative suite of products/services, and market share gains are balanced by limited revenue visibility tied to crypto asset prices/volume/volatility and industry headwinds leading to depressed crypto asset prices and market activity.Northland analyst Ted Jackson initiated coverage of Allied Motion Technologies(AMOT) with an Outperform rating and $45 price target. Allied Motion is a leader in motion control solutions and technology with a focus on the higher end of its addressable market segments, which drives above industry average sales growth, while also being an industry consolidator \"adept at accentuating growth through strategic acquisitions,\" Jackson tells investors.Jefferies analyst Andrew Anderson initiated coverage of Palomar(PLMR) with a Hold rating and $55 price target. Anderson thinks the stock already reflects growth and risks.Jefferies analyst Andrew Anderson initiated coverage of Kinsale Capital Group(KNSL) with a Hold rating and $295 price target. Anderson expects Kinsale to continue to post above commercial P&C peer growth and margins due to a strong run of results, but thinks shares already reflect stronger growth/margins and lower volatility compared to peers.Credit Suisse analyst Fahad Tariq initiated coverage of Royal Gold(RGLD) with a Neutral rating and $120 price target. The analyst notes the stock has outperformed seniors Franco-Nevada (FNV) and Wheaton Precious Metals (WPM) in 2022, and he sees the current valuation as fair.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9923944873,"gmtCreate":1670794704493,"gmtModify":1676538432921,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9923944873","repostId":"2290213223","repostType":4,"repost":{"id":"2290213223","pubTimestamp":1670723606,"share":"https://ttm.financial/m/news/2290213223?lang=&edition=fundamental","pubTime":"2022-12-11 09:53","market":"us","language":"en","title":"Why Stock-Market Investors Shouldn’t Count on a \"Santa Claus\" Rally This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2290213223","media":"MarketWatch","summary":"‘The Santa Claus rally is canceled this year,’ says economistU.S. stocks tend to rally in the final ","content":"<html><head></head><body><p>‘The Santa Claus rally is canceled this year,’ says economist</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0a959345916d49ecfb90abc84cc5b97\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>U.S. stocks tend to rally in the final week of December, and carry the upswing into early January. But a holiday bounce this year likely hinges on next week’s Federal Reserve rate decision and fresh inflation data.</span></p><p>Investors, like kids on Christmas Eve, have come to expect Santa Claus will get down the chimney, march over to Wall Street and deliver the rewarding gift of a stock-market rally.</p><p>This year, however, investors might be better off betting on a lump of coal, rather than waiting for tangible stock-market gains to emerge in this holiday season, market analysts said.</p><p>“The Santa Claus rally is canceled this year as the equity market navigates higher yields and contracting earnings,” said José Torres, senior economist at Interactive Brokers. “Seasonal tailwinds that have traditionally driven Santa Claus rallies pale in comparison to the plethora of headwinds the equity market currently faces.”</p><p>U.S. stock indexes tumbled this week, with the S&amp;P 500 and the Dow Jones Industrial Average both booking their sharpest weekly declines in nearly three months, according to Dow Jones Market Data. The drop occurred as stronger-than-expected economic data added to concerns that the Federal Reserve might need to be more aggressive in its inflation battle than earlier anticipated, even with alarms flashing about a potential economic recession.</p><p>Santa Claus tends to come to Wall Street almost every year, bringing a short rally in the last five trading days of December, and the first two days of January. Since 1969, the Santa Rally has boosted the S&amp;P 500 by an average of 1.3%, according to data from Stock Trader’s Almanac.</p><p>“December is the seasonally strongest month of the year, particularly in a midterm election year. So, December has been positive most of the time,” said David Keller, chief market strategist at StockCharts.com. “It would actually be very unusual for stocks to sell off dramatically in December.”</p><p><b>Will Wall Street get a Santa Claus Rally?</b></p><p>A rotten year for financial assets has begun drawing to a close under a cloud of uncertainty. Given the Federal Reserve’s tough stance on bringing inflation down to its 2% target and already volatile financial markets, many analysts think investors shouldn’t focus too much on whether Santa Claus ends up being naughty or nice.</p><p>“Next week is going to be a huge week for the markets as they attempt to find some footing heading into year end,” said Cliff Hodge, chief investment officer at Cornerstone Wealth, in emailed comments Friday.</p><p>That makes the Fed’s rate decisions next week and fresh inflation data even more crucial to equity markets. Friday’s wholesale prices rose more than expected in November, dampening hopes that inflation might be cooling off. The core producer-price index, which excludes volatile food, energy and trade prices, also rose 0.3% in November, up from a 0.2% gain in the prior month, the Labor Department said.</p><p>The corresponding November consumer-price index report, due at 8:30 a.m. Eastern on Tuesday, will further show if inflation is subsiding.The CPI increased 0.4% in October and 7.7% from a year ago. The core reading increased 0.3% for the month and 6.3% on an annual basis.</p><p>“If the CPI print comes in at 5% on core, then you’d get a real selloff in bonds and in equities. If inflation is still running hotter and you have a recession, can the Fed cut rates? Maybe not. Then you start getting into the stagflation scenarios,” said Ron Temple, head of U.S. equities at Lazard Asset Management.</p><p>Traders are pricing in a 77% probability that the Fed will raise its policy interest rate by 50 basis points to a range of 4.25% to 4.50% next Wednesday, the last day of its Dec. 13-14 meeting, according to the CME FedWatch tool.That would be a slower pace than its four consecutive 0.75 point rate hikes since June.</p><p>John Porter, chief investment officer and head of equity at Newton Investment Management, expects no surprises next week in terms of how much the Fed will raise interest rates. He does, however, anticipate stock-market investors will closely watch Fed Chair Powell’s press conference for insights into the decision and “hang on every single word.”</p><p>“Investors are contorting themselves almost into a pretzel and trying to over-interpret the language,” Porter told MarketWatch via phone. “Listen to what they say, not listen to what you want them to say. They [Fed officials] are going to continue to be vigilant, and they have to watch inflation.”</p><p><b>Does the ‘Santa’ rally really exist?</b></p><p>For years, market analysts have examined potential reasons for the typical seasonal Santa Claus pattern. But with this year still awash in red, some think a rally in late December could become a self-fulfilling prophecy, simply because investors might search for any reason to be slightly merry.</p><p>“If everyone’s focused on the positive seasonals, it could become more of this narrative that drives things rather than anything more fundamental,” David Lefkowitz, head of equities Americas of UBS Global Wealth Management, told MarketWatch via phone.</p><p>“Markets tend to like the holly-jolly spending season so much, so there’s a name for the rally that tends to happen at the end of the year,” said Liz Young, head of investment strategy at SoFi. “For what it’s worth, I think ‘Santa Claus Rally’ holds as much predictive power as ‘Sell in May and Walk Away,’ which is minimal and coincidental at best.”</p><p><b>Relief rally’s big tests</b></p><p>While the three main U.S. stock indexes booked sharply weekly losses, equities have rallied off the October lows. The S&amp;P 500 has rallied 9.9% from its October low through Friday, while the Dow Jones Industrial AverageDJIA,-0.90%gained 16.5% and the Nasdaq Composite advanced 6.6%, according to Dow Jones Market Data.</p><p>However, many top Wall Street analysts also see reasons for alarm, specifically that the stock market’s bounce off the recent lows is likely running out of room.</p><p>So, are investors ignoring warnings? Despite talk of the seeming inevitability of a year-end rally, several recent rally attempts failed, while Wall Street’s CBOE Volatility Index, or “fear gauge,” was at 22.86 at Friday’s close. A drop below 20 on the VIX can signify that investor fears about potential market ructions are easing.</p><p>U.S. stock indexes closed down on Friday with the S&amp;P 500 losing 0.7%. The Dow dropped 0.9%, and the Nasdaq shed 0.7%. Three major indexes booked a week of sizable losses with the S&amp;P 500 posting a weekly decline of 3.4%. The Dow declined by 2.8% and the Nasdaq Composite was down nearly 4% this week, according to Dow Jones Market Data.</p><p>Next week, not long after the CPI and the Fed decision, investors will also receive November retail sales data and industrial production index on Thursday, followed by the S&amp;P Global’s flash PMI readings on Friday.</p></body></html>","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>Why Stock-Market Investors Shouldn’t Count on a \"Santa Claus\" Rally This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Stock-Market Investors Shouldn’t Count on a \"Santa Claus\" Rally This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-11 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-stock-market-investors-shouldnt-count-on-a-santa-claus-rally-this-year-11670628375?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘The Santa Claus rally is canceled this year,’ says economistU.S. stocks tend to rally in the final week of December, and carry the upswing into early January. But a holiday bounce this year likely ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-stock-market-investors-shouldnt-count-on-a-santa-claus-rally-this-year-11670628375?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/why-stock-market-investors-shouldnt-count-on-a-santa-claus-rally-this-year-11670628375?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290213223","content_text":"‘The Santa Claus rally is canceled this year,’ says economistU.S. stocks tend to rally in the final week of December, and carry the upswing into early January. But a holiday bounce this year likely hinges on next week’s Federal Reserve rate decision and fresh inflation data.Investors, like kids on Christmas Eve, have come to expect Santa Claus will get down the chimney, march over to Wall Street and deliver the rewarding gift of a stock-market rally.This year, however, investors might be better off betting on a lump of coal, rather than waiting for tangible stock-market gains to emerge in this holiday season, market analysts said.“The Santa Claus rally is canceled this year as the equity market navigates higher yields and contracting earnings,” said José Torres, senior economist at Interactive Brokers. “Seasonal tailwinds that have traditionally driven Santa Claus rallies pale in comparison to the plethora of headwinds the equity market currently faces.”U.S. stock indexes tumbled this week, with the S&P 500 and the Dow Jones Industrial Average both booking their sharpest weekly declines in nearly three months, according to Dow Jones Market Data. The drop occurred as stronger-than-expected economic data added to concerns that the Federal Reserve might need to be more aggressive in its inflation battle than earlier anticipated, even with alarms flashing about a potential economic recession.Santa Claus tends to come to Wall Street almost every year, bringing a short rally in the last five trading days of December, and the first two days of January. Since 1969, the Santa Rally has boosted the S&P 500 by an average of 1.3%, according to data from Stock Trader’s Almanac.“December is the seasonally strongest month of the year, particularly in a midterm election year. So, December has been positive most of the time,” said David Keller, chief market strategist at StockCharts.com. “It would actually be very unusual for stocks to sell off dramatically in December.”Will Wall Street get a Santa Claus Rally?A rotten year for financial assets has begun drawing to a close under a cloud of uncertainty. Given the Federal Reserve’s tough stance on bringing inflation down to its 2% target and already volatile financial markets, many analysts think investors shouldn’t focus too much on whether Santa Claus ends up being naughty or nice.“Next week is going to be a huge week for the markets as they attempt to find some footing heading into year end,” said Cliff Hodge, chief investment officer at Cornerstone Wealth, in emailed comments Friday.That makes the Fed’s rate decisions next week and fresh inflation data even more crucial to equity markets. Friday’s wholesale prices rose more than expected in November, dampening hopes that inflation might be cooling off. The core producer-price index, which excludes volatile food, energy and trade prices, also rose 0.3% in November, up from a 0.2% gain in the prior month, the Labor Department said.The corresponding November consumer-price index report, due at 8:30 a.m. Eastern on Tuesday, will further show if inflation is subsiding.The CPI increased 0.4% in October and 7.7% from a year ago. The core reading increased 0.3% for the month and 6.3% on an annual basis.“If the CPI print comes in at 5% on core, then you’d get a real selloff in bonds and in equities. If inflation is still running hotter and you have a recession, can the Fed cut rates? Maybe not. Then you start getting into the stagflation scenarios,” said Ron Temple, head of U.S. equities at Lazard Asset Management.Traders are pricing in a 77% probability that the Fed will raise its policy interest rate by 50 basis points to a range of 4.25% to 4.50% next Wednesday, the last day of its Dec. 13-14 meeting, according to the CME FedWatch tool.That would be a slower pace than its four consecutive 0.75 point rate hikes since June.John Porter, chief investment officer and head of equity at Newton Investment Management, expects no surprises next week in terms of how much the Fed will raise interest rates. He does, however, anticipate stock-market investors will closely watch Fed Chair Powell’s press conference for insights into the decision and “hang on every single word.”“Investors are contorting themselves almost into a pretzel and trying to over-interpret the language,” Porter told MarketWatch via phone. “Listen to what they say, not listen to what you want them to say. They [Fed officials] are going to continue to be vigilant, and they have to watch inflation.”Does the ‘Santa’ rally really exist?For years, market analysts have examined potential reasons for the typical seasonal Santa Claus pattern. But with this year still awash in red, some think a rally in late December could become a self-fulfilling prophecy, simply because investors might search for any reason to be slightly merry.“If everyone’s focused on the positive seasonals, it could become more of this narrative that drives things rather than anything more fundamental,” David Lefkowitz, head of equities Americas of UBS Global Wealth Management, told MarketWatch via phone.“Markets tend to like the holly-jolly spending season so much, so there’s a name for the rally that tends to happen at the end of the year,” said Liz Young, head of investment strategy at SoFi. “For what it’s worth, I think ‘Santa Claus Rally’ holds as much predictive power as ‘Sell in May and Walk Away,’ which is minimal and coincidental at best.”Relief rally’s big testsWhile the three main U.S. stock indexes booked sharply weekly losses, equities have rallied off the October lows. The S&P 500 has rallied 9.9% from its October low through Friday, while the Dow Jones Industrial AverageDJIA,-0.90%gained 16.5% and the Nasdaq Composite advanced 6.6%, according to Dow Jones Market Data.However, many top Wall Street analysts also see reasons for alarm, specifically that the stock market’s bounce off the recent lows is likely running out of room.So, are investors ignoring warnings? Despite talk of the seeming inevitability of a year-end rally, several recent rally attempts failed, while Wall Street’s CBOE Volatility Index, or “fear gauge,” was at 22.86 at Friday’s close. A drop below 20 on the VIX can signify that investor fears about potential market ructions are easing.U.S. stock indexes closed down on Friday with the S&P 500 losing 0.7%. The Dow dropped 0.9%, and the Nasdaq shed 0.7%. Three major indexes booked a week of sizable losses with the S&P 500 posting a weekly decline of 3.4%. The Dow declined by 2.8% and the Nasdaq Composite was down nearly 4% this week, according to Dow Jones Market Data.Next week, not long after the CPI and the Fed decision, investors will also receive November retail sales data and industrial production index on Thursday, followed by the S&P Global’s flash PMI readings on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003346693,"gmtCreate":1640899039248,"gmtModify":1676533551662,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Buy both","listText":"Buy both","text":"Buy both","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003346693","repostId":"1139674064","repostType":4,"repost":{"id":"1139674064","pubTimestamp":1640878484,"share":"https://ttm.financial/m/news/1139674064?lang=&edition=fundamental","pubTime":"2021-12-30 23:34","market":"us","language":"en","title":"Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1139674064","media":"Seeking Alpha","summary":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and gre","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.</li><li>Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.</li><li>NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe01e445aec1bb67f1b8d810f551603\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Trygve Finkelsen/iStock Editorial via Getty Images</span></p><p><b>Article Thesis</b></p><p>The EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we&#39;ll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we&#39;ll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.</p><p><b>Lucid And NIO In The EV Market</b></p><p>The global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.</p><p>The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.</p><p><b>LCID Vs. NIO&#39;s Past Quarterly Performance</b></p><p>As noted above, NIO&#39;s sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a6e7cb1b1485f32cc25ade9f387a5b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Over the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO&#39;s case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian&#39;s (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid&#39;s stock. If analysts are correct, NIO is the much better value today:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1d0939d657b284e25d8447ccb211b5\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Shares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO&#39;s underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can&#39;t be said about Lucid.</p><p><b>Lucid Vs. NIO Key Metrics</b></p><p>Let&#39;s take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO&#39;s ASP is around $70,000, and Lucid&#39;s ASP is even higher than that for now, as the company is selling the most expensive Air<i>Dream</i>version first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.</p><p>NIO&#39;s battery-swapping technology, for example, allows its customers to fully &#34;recharge&#34; in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn&#39;t employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid&#39;s architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO&#39;s solution, as well as Lucid&#39;s solution, seem superior compared to what Tesla is offering.</p><p>NIO&#39;s and Lucid&#39;s tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf92a9709beceb826f2e86b3bc25dd6\" tg-width=\"1502\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/><span>Source: Lucid presentation</span></p><p>A smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.</p><p>NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39530a306d0b27d76d36bccec0e147d\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/><span>Source: NIO</span></p><p>With 33 sensors that use up to 8MP, NIO&#39;s sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO&#39;s sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO&#39;s offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO&#39;s self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn&#39;t be a very difficult task. Lucid&#39;s self-driving tech, even though it doesn&#39;t get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO&#39;s Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).</p><p>Strong tech alone doesn&#39;t make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles&#39; quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid&#39;s ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.</p><p>With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.</p><p>For Lucid, regulation doesn&#39;t seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as &#34;Production Hell&#34;. The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It&#39;s not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID&#39;s high valuation could be a considerable risk - shares trade at around 30x next year&#39;s expected revenue, and there is no guarantee at all that those revenues will actually be generated.</p><p><b>Is Lucid Or NIO Stock The Better Buy?</b></p><p>Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.</p><p>In NIO&#39;s case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year&#39;s expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year&#39;s sales.</p><p>I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid Vs. NIO Stock: Which EV Stock 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\">\nLucid Vs. NIO Stock: Which EV Stock Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4477181-lucid-vs-nio-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":{"NIO":"蔚来","LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139674064","content_text":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.Trygve Finkelsen/iStock Editorial via Getty ImagesArticle ThesisThe EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.Lucid And NIO In The EV MarketThe global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.LCID Vs. NIO's Past Quarterly PerformanceAs noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:Data by YChartsOver the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:Data by YChartsShares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.Lucid Vs. NIO Key MetricsLet's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive AirDreamversion first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.NIO's battery-swapping technology, for example, allows its customers to fully \"recharge\" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:Source: Lucid presentationA smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:Source: NIOWith 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as \"Production Hell\". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.Is Lucid Or NIO Stock The Better Buy?Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984075329,"gmtCreate":1667515348761,"gmtModify":1676537928649,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9984075329","repostId":"1149171162","repostType":4,"repost":{"id":"1149171162","pubTimestamp":1667488574,"share":"https://ttm.financial/m/news/1149171162?lang=&edition=fundamental","pubTime":"2022-11-03 23:16","market":"us","language":"en","title":"Apple's Resilience Is Unjustified - Here Is Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1149171162","media":"seekingalpha","summary":"SummaryApple stock has held up surprisingly well in 2022 compared to a very weak broader market, lar","content":"<html><head></head><body><p>Summary</p><ul><li>Apple stock has held up surprisingly well in 2022 compared to a very weak broader market, largely due to the company&#39;s continued strong earnings reports.</li><li>I&#39;ll highlight the reasons for Apple&#39;s strong cash flow growth and potential areas for future growth, and take a look at working capital management, stock-based compensation, and the multi-faceted ecosystem.</li><li>However, I will also point out the limitations of the growth story, which is the mainstay of the current valuation.</li><li>The current share price implies growth rates that are difficult to achieve even in a thriving economy. I think Apple is dead money at best for the foreseeable future.</li><li>I am not currently invested in the stock, but if I were, I would at least consider selling it, assuming I held it in a tax-deferred or tax-exempt account.</li></ul><h3>Introduction And Investment Thesis</h3><p>Last week, <a href=\"https://laohu8.com/S/AAPL\">Apple</a> surprised on the upside in an otherwise very bad week for tech investors. Alphabet (GOOG,GOOGL), Meta Platforms (META) andAmazon (AMZN) all disappointed Wall Street, while the tech giant best known for its iPhone franchisereportedsolid earnings and quarterly revenue of $90.1 billion, slightly beating analyst estimates and up 8.1% year-over-year. iPhone and Mac sales were up 9.7% and 25.4% in a high-inflation environment, respectively, suggesting that Apple is indeed one of the companies with real pricing power. On a year-over-year annual basis, Apple also shined where others looked lackluster. Total fiscal 2022 net sales were up 7.8%, thanks largely to strong growth in iPhone (+7.0%), Mac (+14.2%) and services (+14.2%). From this perspective, Wall Street&#39;s positive reaction hardly seems surprising.</p><p>I have had Apple on my watch list for quite some time, and I continue to be amazed how the stock has largely defied the bear market of 2022. The main pillars of my investment thesis in Apple are:</p><ul><li>Apple seems to have an unending ability to design and manufacture hardware and software that is not only functional, but also highly intuitive, elegant and very appealing. Even though they are mass products, Apple&#39;s gadgets enjoy the ranks of status symbols.</li></ul><ul><li>Recognizing that selling hardware does not scale well, the company has created a deep ecosystem through its app store and the many experiences and productivity enhancements it offers. In this way, Apple retains consumers and ensures high switching costs in an industry otherwise characterized by high competition.</li></ul><ul><li>Where others have managed to develop either standout smartphone technology (e.g., Samsung&#39;s Galaxy series) or a smartphone operating system (Google&#39;s Android), Apple has been able to take advantage of the synergies of top-quality hardware and software offerings.</li></ul><ul><li>The company&#39;s balance sheet is absolutely solid and will benefit in a rising interest rate environment, as it has $145.5 billion in marketable securities (mostly long-term) - not counting the $23.6 billion in cash and cash equivalents - and only $120.0 billion in debt.</li></ul><p>It is easy to like Apple as an investment. However, when I find nothing but positive things about an investment, it usually gives me pause. As a dyed-in-the-wool value investor, I am very careful not to overpay for my investments, especially when a company is firing on all cylinders - there is a thin line between a value trap and a world-class company that is simply too expensive. In this article, I will discuss Apple&#39;s normalized free cash flow, my expectations for future growth and my thoughts on what could limit the growth story. I will value Apple from a discounted cash flow basis, making sense of what the market has currently priced into the stock. In closing, I present my rationale for refraining from buying Apple at this time.</p><p>Apple Is Rightly Touted As A Major Cash Flow Machine</p><p>When it comes to the question of why Apple stock should command a premium valuation, many investors point to the company&#39;s strong cash flow. I do not disagree, and in fact, Apple&#39;s cash flow is one reason I would like to own shares in the company.</p><p>My regular readers know that I rely only on normalized free cash flow (nFCF), which means I adjust conventional FCF for working capital movements, stock-based compensation expenses, non-cash impairment and restructuring charges (if routinely observed), and acquisitions (if the company relies on growth through acquisitions). Those interested in the approach can take a look at my detailededucational articlepublished last month.</p><p>Acquisitions, impairments and restructuring charges are very rarely seen at Apple. This is due to the company&#39;s conservative and disciplined approach to acquisitions, which deserves praise at a time when other companies are squandering cash left and right in sometimes desperate attempts to diversify into new growth areas. However, as with many tech companies (see myarticleon this topic), stock-based compensations (SBCs) are significant and trending upward. This is due, in part, to the way stock-based compensation is accounted for and it should be kept in mind that adjusting free cash flow for SBCs is a relatively conservative measure. Figure 1 shows Apple&#39;s stock-based compensation since fiscal 2012 as a percentage of operating cash flow (OCF) normalized for working capital movements. Even though significant, this form of employee compensation is relatively modest at Apple, averaging 8% of normalized OCF since fiscal 2016, compared to Alphabet, for example (see myrecent article).</p><p><img src=\"https://static.tigerbbs.com/634624a2a799950e29c025c2e979a431\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Figure 1: Apple’s stock-based compensation expenses (own work, based on the company’s fiscal 2011 to 2022 10-Ks.</p><p>Apple’s normalized free cash flow, as I use it for my assessment of the company’s future cash flow potential, is shown in Figure 2. Clearly, the pandemic acted as a huge tailwind for the company, as is underlined by nFCF growth rates of +23%, +43% and 13% in fiscal 2020, fiscal 2021 and fiscal 2022. Apple’s cash-generating power is underlined further when comparing these growth figures to the company’s sales growth numbers for the same periods: +6%, +33% and +8%.</p><p>Companies that report unbelievably strong earnings are potentially suspect of managing their results, and therefore it seems reasonable to assess the quality of Apple’s cash flow. Excess Cash Margin (ECM) is a measure of the relative growth rates of operating income and OCF and enables the detection of potential earnings problems or accounting shenanigans. In the case of Apple, the ECM moved in a reasonably narrow window of -2.4% and +2.0% in the last ten fiscal years and without a notable up- or downward trend. An upward trend in ECM would signal that earnings are growing slower (or declining faster) than OCF, while a downward trend indicates that earnings are either growing faster or declining slower than OCF.</p><p><img src=\"https://static.tigerbbs.com/018899362ea317f0a826fd5072e9f3c0\" tg-width=\"640\" tg-height=\"385\" referrerpolicy=\"no-referrer\"/></p><p>Figure 2: Apple’s normalized free cash flow – conventionally obtained FCF is on average 10% higher, largely due to stock-based compensations (own work, based on the company’s fiscal 2010 to 2022 10-Ks.</p><h3>Reasons For Apple&#39;s Outstanding Free Cash Flow Growth - And Why It May Not Be Sustainable</h3><p>Apple&#39;s free cash flow growth since the pandemic has been spectacular. So, the really important question is: Where did the growth come from, and can it continue? Because ultimately, the share price is only an unromantic reflection of a company&#39;s future cash flows, discounted to today at an appropriate rate.</p><h3>Strong Brand Stickiness, Pricing Power - But Discretionary Products After All</h3><p>As already mentioned, the pandemic acted as a tremendous tailwind for Apple. During these difficult times, consumers learned to love Apple&#39;s software ecosystem even more, as well as the large number of accessories that only reach their full potential in combination with an Apple iPhone, iPod or Mac computer. Thanks to the increasingly strong lock-in effect and the seemingly unending desire to own these very elegant and highly intuitive pieces of hardware, Apple is able to exert pricing power on consumers even in times of high inflation. However, it is important to remember that an iPhone or Mac computer is ultimately largely a discretionary product, and the purchase of the next iteration can be postponed in the event of an economic downturn. As will be shown later, a recession is likely not currently priced into Apple stock.</p><h3>Geographical Concentration Risks</h3><p>Investors should note that Apple generated nearly a quarter of its fiscal 2022 sales in Europe, and it seems reasonable to expect that the eurozone, unlike the United States, will have a much harder time overcoming high inflation rates, in part due to the substantial debt of southern European countries, which would likely become insolvent if interest rates were raised at a pace similar to that in the United States. Of course, however, keeping inflation in control by raising interest rates is an incomplete line of thinking.</p><p>Nevertheless, the difficult situation of the European Central Bank and its increasing emphasis on approaches reminiscent of a planned economy (e.g.,Green Dealand the resultingTaxonomy Regulation) are preparing the bloc for continued high inflation rates and thus lower disposable incomes.</p><p>A deep recession in Europe is also likely to impact Apple&#39;s supply chain, as the company relies on several hundred suppliers in Germany (767 in 2018 according toHandelsblatt).</p><p>Of course, Apple&#39;s global position also makes it vulnerable to foreign exchange rate headwinds, as the company ultimately reports its earnings in U.S. dollars. However, I believe this is a well-known aspect that applies to all truly global companies. There is only so much a company can do to hedge against exchange rate fluctuations, and I consider this a simple cost of doing business when operating on a global scale.</p><h3>Sustainability Of App Store Margins</h3><p>Software developers have noticed the seemingly unstoppable growth of Apple&#39;s installed base, which probably recently passed the2 billion mark. Apple&#39;s growth keeps developers motivated to continue to create new apps for iOS, which has the added advantage of very limited device configurations compared to the numerous devices running Android. I expect Apple to benefit from this for the foreseeable future, as long as the company does not make any glaring hardware design mistakes and stays true to its intuitive software architecture. However, it should not be forgotten that Apple faces challenges related to its somewhat aggressive monopolistic behavior in connection with its app store. It therefore seems prudent to keep an eye on Apple&#39;s subscription-based sales. I view it as largely positive that Apple&#39;s (high-margin) service revenue has increased from 11% of total revenue in fiscal 2016 to nearly 20% in fiscal 2022. However, improved app developer compensation and increased regulatory scrutiny could deal a blow to this important segment, thereby impacting free cash flow.</p><p>Working Capital Management</p><p>Another aspect to consider is working capital management. Cash is king, and companies with pricing power benefit enormously by being able to enforce their payment terms on both their suppliers and their customers. In addition, global giants like Apple benefit significantly from highly efficient inventory management. Less cash tied up in working capital accounts (receivables, inventories) leads to higher free cash flow. By minimizing the time to collect payments from customers and maximizing the time to pay suppliers, a company can benefit significantly from cheap (or free) credit. This is in particular important in a rising interest rate environment. A - highly desirable - negative cash conversion cycle (CCC) results when a company can collect and retain payments from customers for a certain time, that actually belong to suppliers (e.g., app developers).</p><p>Apple is a shining example in this regard and has kept its inventory days and days sales outstanding (DSO) very tight while expanding its days payables outstanding (DPO) quite significantly between fiscal 2013 and fiscal 2019 (Figure 3). However, presumably due to ongoing supply chain issues and the relocation of certain suppliers, DPO declined in recent years, resulting in a weakening but still excellent cash conversion cycle (CCC) of -62 days in fiscal 2022.</p><p>Improved conditions for app developers, as hypothesized above, could also put pressure on Apple&#39;s working capital management, thereby impacting free cash flow. Conversely, supply chain issues will eventually be resolved, improving the working capital management of Apple&#39;s hardware segment.</p><p><img src=\"https://static.tigerbbs.com/cd5c74594b446fea946163da22c51878\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Figure 3: Apple’s days sales and payables outstanding, inventory days and cash conversion cycle (own work, based on the company’s fiscal 2012 to 2022 10-Ks.</p><h3>Possible Signs Of Underinvestment And The Course Toward Mean Reversion</h3><p>It is also worth noting Apple&#39;s capital expenditures, which typically range from $9 billion to $13 billion per year. Relatively speaking, capital expenditures have been on a downward trend since fiscal 2016, as shown in Figure 4. While some might argue that Apple is underinvesting, I would not overstate this aspect at this point in time (see below). While capital expenditures as a percentage of OCF continue to decline, it should be remembered that this is largely due to strong OCF growth and only to a small extent a result of lower actual investment in the business.</p><p><img src=\"https://static.tigerbbs.com/02df2459453a284cd343b9f1bb690fe5\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Figure 4: Apple’s capital expenditures as a percentage of normalized operating cash flow (own work, based on the company’s fiscal 2011 to 2022 10-Ks.</p><p>Apple&#39;s key long-term free cash flow growth driver is innovation. Apple has innovated in both hardware and software, for example by introducing its ownprocessorsin its iPhones and Mac computers, a smart watch (Apple Watch), and its own payment service (Apple Pay). However, Apple has not introduced any groundbreaking new devices like theiPhoneor the iPod in a long time. I do believe that at some point, the users so accustomed to innovations will be saturated as it becomes increasingly difficult to pack truly groundbreaking new features into the devices currently available.</p><p>At some point, Apple will have to come up with a new technological gadget - whether it is some sort of wearable, self-driving car, or technologically integrated piece of furniture. I am sure Apple will come up with something at some point, but it is also true that the race to find the next hot innovation is extremely competitive and capital-intensive, especially as it relates to autonomous driving. From this perspective, it does not seem unrealistic to assume that Apple will have to invest more and more cash flow into the business at a percentage equal to or above the historical average, as shown in Figure 4.</p><h3>What Is Currently Priced Into AAPL Stock?</h3><p>Several aspects underlying Apple&#39;s excellent free cash flow growth have been discussed, as well as potentially limiting factors. With the release of the fiscal2022 10-Ka few days ago, we now have a clear view of Apple&#39;s recent cash flows, which provide a basis for valuing the stock.</p><p>First, let me share my FAST Graphs-inspired chart in Figure 5, which shows Apple&#39;s nFCF per share versus split-adjusted price per share. Clearly, Apple&#39;s stock price and free cash flow decoupled sometime in 2020, when investors began pricing huge growth rates into the stock. While it is entirely possible that Apple will continue to be able to grow its free cash flow at a high rate going forward, I simply believe that the likelihood of FCF remaining stagnant for at least a couple of years is relatively high for the reasons outlined above. Apple stock could be dead money for the foreseeable future, or worse, it could move closer to its long-term FCF trend, suggesting ample downside and a current fair value in the $100 region.</p><p><img src=\"https://static.tigerbbs.com/f7d675df943d6075843ba251551a1796\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Figure 5: Apple’s normalized free cash flow per share compared to its split-adjusted share price; note that nFCFs have been aligned with fiscal year ends in late September (own work, based on the company’s fiscal 2010 to fiscal 2022 10-Ks and the daily closing stock price of AAPL)</p><p>Next, I evaluated Apple stock from a discounted cash flow (DCF) perspective - after all, a company is only worth the sum of its future cash flows, discounted to today at an appropriate rate. For Apple, I believe a cost of equity of 9.5% is appropriate, taking into account current long-term government bond rates and a 5% equity risk premium. For the DCF analysis below, I have used Apple&#39;s average nFCF for fiscal years 2021 to 2022 as the baseline cash flow, which may even be a somewhat optimistic assumption given the threat of a recession.</p><p>Long-term visibility of revenue (and thus cash flow) is very difficult, which is also underscored by analyst estimates. More than 20 analystscoverApple on a two-year basis, expecting year-over-year revenue growth rates of 3.3% and 5.2% for fiscal years 2023 and 2024, respectively. After that, the number of analysts drops to 9. From fiscal 2026 to fiscal 2027, only 2 analysts cover Apple, and for the later years, there is only one analyst - a particularly optimistic one - who expects year-over-year sales growth rates of 18%, 9%, 9%, 10%, and 10% between fiscal 2028 and 2032. I am not in a position to provide plausible long-term estimates, but I consider anything higher than 5% p.a. over the next five years to be unduly optimistic for the reasons outlined above. Therefore, in the illustration of the DCF model in Figure 6, I have used a growth rate of 5% for the next five years, 4% for the subsequent five years, and a terminal growth rate of 3%.</p><p><img src=\"https://static.tigerbbs.com/717fa79d412f6b54795b36161c6ec657\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Figure 6: Cash flows underlying Apple&#39;s discounted cash flow analysis; terminal value not shown (own work)</p><p>Summing the discounted cash flows and dividing the result by the current number of weighted average diluted shares outstanding yields a fair value of about $100, which is well in line with the backward-looking valuation in Figure 6.</p><p>Put differently, to justify the current price of $150 per share, Apple would need to grow its free cash flow at a rate of 10% per year over the next five years (is this a realistic assumption in the context of a likely economic downturn?), followed by a growth rate of a similarly high 8% p.a. until year 10, and a terminal growth rate of 5%.</p><p>Personally, I find it difficult to see such growth rates as realistic for the reasons mentioned above. In order to achieve such rates, Apple will likely be forced to diversify into other business areas, which is associated with considerable uncertainties, as its current business model will simply lack the addressable market at some point due to size.</p><p>However, some may object that both valuation approaches are based on free cash flow and therefore represent an isolated approach. This is true, and conventional multiples-based approaches can also provide a good view on a company&#39;s valuation. Figure 7 compares ten-year averages of earnings- and revenue-based multiples with current values. It is evident that Apple is significantly overvalued on every metric, including its dividend yield (currently 0.6% versus a five-year average of 1.4%). Finally, it should also be remembered that these valuations are the product of what is likely the strongest bull market in recent history, giving cautious investors pause for thought. Morningstar currentlyratesApple at two stars and believes the stock is 15% overvalued. It is worth noting that the investor services firm views Apple as a company with only a narrow economic moat.</p><p><img src=\"https://static.tigerbbs.com/e3a0cff58027ed2abd92ab04313f85e4\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/></p><p>Figure 7: Historical valuation of Apple stock, note that the price-earnings-growth ratio (PEG) has scaled by a factor of 10 for the sake of visibility (own work)</p><h3>Concluding Remarks</h3><p>There is no question about it - Apple is a world-class company with a deeply rooted ecosystem, an ever-growing, religious-like following, and very strong management. The company is one of the few with real pricing power. However, with all the justified optimism, Apple markets largely discretionary products.</p><p>Investors expect Apple to continue to be able to grow free cash flow by double digit, or at least high single digit rates, for the foreseeable future. However, the growth story has its limits. Apple will likely reach its limits at some point because the addressable market is saturated, so it will need to pursue other growth opportunities. Exploring new opportunities comes with execution risks and requires significant capital expenditures, which have been steadily declining since fiscal 2016 in relative terms. Moreover, Apple is already an extremely well-managed company that will struggle to increase free cash flow through improvements in working capital management - an often-overlooked growth driver of several less well-managed companies.</p><p>As I have shown, Apple is significantly overvalued assuming more down-to-earth growth expectations. The market has been merciless on other tech stocks such as Amazon, Meta Platforms and Alphabet. So it is only reasonable to assume that Apple stock will also take a serious beating should the company fall short of expectations in any of the coming quarters. For example, what if the all-important holiday shopping season turns out slower than expected, capital expenditures rise significantly, or Europe faces a deep recession?</p><p>If I owned the stock, I would at least toy with the idea of selling it, as it is obviously overvalued. This can easily be seen in the decoupling of the share price from free cash flow since 2020 and the decoupling from the overall market in 2022. Of course, this assumes that taxes do not need to be factored into the equation.</p><p>Of course, none of these changes the fact that Apple is an extremely well-run company with a deeply entrenched ecosystem and an almost religious following. Therefore, I continue to keep the stock on my bear market watch list and patiently wait for the market to come back to its senses.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Resilience Is Unjustified - Here Is 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\">\nApple's Resilience Is Unjustified - Here Is Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4552001-apples-resilience-is-unjustified-here-is-why><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple stock has held up surprisingly well in 2022 compared to a very weak broader market, largely due to the company's continued strong earnings reports.I'll highlight the reasons for Apple's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4552001-apples-resilience-is-unjustified-here-is-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4552001-apples-resilience-is-unjustified-here-is-why","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1149171162","content_text":"SummaryApple stock has held up surprisingly well in 2022 compared to a very weak broader market, largely due to the company's continued strong earnings reports.I'll highlight the reasons for Apple's strong cash flow growth and potential areas for future growth, and take a look at working capital management, stock-based compensation, and the multi-faceted ecosystem.However, I will also point out the limitations of the growth story, which is the mainstay of the current valuation.The current share price implies growth rates that are difficult to achieve even in a thriving economy. I think Apple is dead money at best for the foreseeable future.I am not currently invested in the stock, but if I were, I would at least consider selling it, assuming I held it in a tax-deferred or tax-exempt account.Introduction And Investment ThesisLast week, Apple surprised on the upside in an otherwise very bad week for tech investors. Alphabet (GOOG,GOOGL), Meta Platforms (META) andAmazon (AMZN) all disappointed Wall Street, while the tech giant best known for its iPhone franchisereportedsolid earnings and quarterly revenue of $90.1 billion, slightly beating analyst estimates and up 8.1% year-over-year. iPhone and Mac sales were up 9.7% and 25.4% in a high-inflation environment, respectively, suggesting that Apple is indeed one of the companies with real pricing power. On a year-over-year annual basis, Apple also shined where others looked lackluster. Total fiscal 2022 net sales were up 7.8%, thanks largely to strong growth in iPhone (+7.0%), Mac (+14.2%) and services (+14.2%). From this perspective, Wall Street's positive reaction hardly seems surprising.I have had Apple on my watch list for quite some time, and I continue to be amazed how the stock has largely defied the bear market of 2022. The main pillars of my investment thesis in Apple are:Apple seems to have an unending ability to design and manufacture hardware and software that is not only functional, but also highly intuitive, elegant and very appealing. Even though they are mass products, Apple's gadgets enjoy the ranks of status symbols.Recognizing that selling hardware does not scale well, the company has created a deep ecosystem through its app store and the many experiences and productivity enhancements it offers. In this way, Apple retains consumers and ensures high switching costs in an industry otherwise characterized by high competition.Where others have managed to develop either standout smartphone technology (e.g., Samsung's Galaxy series) or a smartphone operating system (Google's Android), Apple has been able to take advantage of the synergies of top-quality hardware and software offerings.The company's balance sheet is absolutely solid and will benefit in a rising interest rate environment, as it has $145.5 billion in marketable securities (mostly long-term) - not counting the $23.6 billion in cash and cash equivalents - and only $120.0 billion in debt.It is easy to like Apple as an investment. However, when I find nothing but positive things about an investment, it usually gives me pause. As a dyed-in-the-wool value investor, I am very careful not to overpay for my investments, especially when a company is firing on all cylinders - there is a thin line between a value trap and a world-class company that is simply too expensive. In this article, I will discuss Apple's normalized free cash flow, my expectations for future growth and my thoughts on what could limit the growth story. I will value Apple from a discounted cash flow basis, making sense of what the market has currently priced into the stock. In closing, I present my rationale for refraining from buying Apple at this time.Apple Is Rightly Touted As A Major Cash Flow MachineWhen it comes to the question of why Apple stock should command a premium valuation, many investors point to the company's strong cash flow. I do not disagree, and in fact, Apple's cash flow is one reason I would like to own shares in the company.My regular readers know that I rely only on normalized free cash flow (nFCF), which means I adjust conventional FCF for working capital movements, stock-based compensation expenses, non-cash impairment and restructuring charges (if routinely observed), and acquisitions (if the company relies on growth through acquisitions). Those interested in the approach can take a look at my detailededucational articlepublished last month.Acquisitions, impairments and restructuring charges are very rarely seen at Apple. This is due to the company's conservative and disciplined approach to acquisitions, which deserves praise at a time when other companies are squandering cash left and right in sometimes desperate attempts to diversify into new growth areas. However, as with many tech companies (see myarticleon this topic), stock-based compensations (SBCs) are significant and trending upward. This is due, in part, to the way stock-based compensation is accounted for and it should be kept in mind that adjusting free cash flow for SBCs is a relatively conservative measure. Figure 1 shows Apple's stock-based compensation since fiscal 2012 as a percentage of operating cash flow (OCF) normalized for working capital movements. Even though significant, this form of employee compensation is relatively modest at Apple, averaging 8% of normalized OCF since fiscal 2016, compared to Alphabet, for example (see myrecent article).Figure 1: Apple’s stock-based compensation expenses (own work, based on the company’s fiscal 2011 to 2022 10-Ks.Apple’s normalized free cash flow, as I use it for my assessment of the company’s future cash flow potential, is shown in Figure 2. Clearly, the pandemic acted as a huge tailwind for the company, as is underlined by nFCF growth rates of +23%, +43% and 13% in fiscal 2020, fiscal 2021 and fiscal 2022. Apple’s cash-generating power is underlined further when comparing these growth figures to the company’s sales growth numbers for the same periods: +6%, +33% and +8%.Companies that report unbelievably strong earnings are potentially suspect of managing their results, and therefore it seems reasonable to assess the quality of Apple’s cash flow. Excess Cash Margin (ECM) is a measure of the relative growth rates of operating income and OCF and enables the detection of potential earnings problems or accounting shenanigans. In the case of Apple, the ECM moved in a reasonably narrow window of -2.4% and +2.0% in the last ten fiscal years and without a notable up- or downward trend. An upward trend in ECM would signal that earnings are growing slower (or declining faster) than OCF, while a downward trend indicates that earnings are either growing faster or declining slower than OCF.Figure 2: Apple’s normalized free cash flow – conventionally obtained FCF is on average 10% higher, largely due to stock-based compensations (own work, based on the company’s fiscal 2010 to 2022 10-Ks.Reasons For Apple's Outstanding Free Cash Flow Growth - And Why It May Not Be SustainableApple's free cash flow growth since the pandemic has been spectacular. So, the really important question is: Where did the growth come from, and can it continue? Because ultimately, the share price is only an unromantic reflection of a company's future cash flows, discounted to today at an appropriate rate.Strong Brand Stickiness, Pricing Power - But Discretionary Products After AllAs already mentioned, the pandemic acted as a tremendous tailwind for Apple. During these difficult times, consumers learned to love Apple's software ecosystem even more, as well as the large number of accessories that only reach their full potential in combination with an Apple iPhone, iPod or Mac computer. Thanks to the increasingly strong lock-in effect and the seemingly unending desire to own these very elegant and highly intuitive pieces of hardware, Apple is able to exert pricing power on consumers even in times of high inflation. However, it is important to remember that an iPhone or Mac computer is ultimately largely a discretionary product, and the purchase of the next iteration can be postponed in the event of an economic downturn. As will be shown later, a recession is likely not currently priced into Apple stock.Geographical Concentration RisksInvestors should note that Apple generated nearly a quarter of its fiscal 2022 sales in Europe, and it seems reasonable to expect that the eurozone, unlike the United States, will have a much harder time overcoming high inflation rates, in part due to the substantial debt of southern European countries, which would likely become insolvent if interest rates were raised at a pace similar to that in the United States. Of course, however, keeping inflation in control by raising interest rates is an incomplete line of thinking.Nevertheless, the difficult situation of the European Central Bank and its increasing emphasis on approaches reminiscent of a planned economy (e.g.,Green Dealand the resultingTaxonomy Regulation) are preparing the bloc for continued high inflation rates and thus lower disposable incomes.A deep recession in Europe is also likely to impact Apple's supply chain, as the company relies on several hundred suppliers in Germany (767 in 2018 according toHandelsblatt).Of course, Apple's global position also makes it vulnerable to foreign exchange rate headwinds, as the company ultimately reports its earnings in U.S. dollars. However, I believe this is a well-known aspect that applies to all truly global companies. There is only so much a company can do to hedge against exchange rate fluctuations, and I consider this a simple cost of doing business when operating on a global scale.Sustainability Of App Store MarginsSoftware developers have noticed the seemingly unstoppable growth of Apple's installed base, which probably recently passed the2 billion mark. Apple's growth keeps developers motivated to continue to create new apps for iOS, which has the added advantage of very limited device configurations compared to the numerous devices running Android. I expect Apple to benefit from this for the foreseeable future, as long as the company does not make any glaring hardware design mistakes and stays true to its intuitive software architecture. However, it should not be forgotten that Apple faces challenges related to its somewhat aggressive monopolistic behavior in connection with its app store. It therefore seems prudent to keep an eye on Apple's subscription-based sales. I view it as largely positive that Apple's (high-margin) service revenue has increased from 11% of total revenue in fiscal 2016 to nearly 20% in fiscal 2022. However, improved app developer compensation and increased regulatory scrutiny could deal a blow to this important segment, thereby impacting free cash flow.Working Capital ManagementAnother aspect to consider is working capital management. Cash is king, and companies with pricing power benefit enormously by being able to enforce their payment terms on both their suppliers and their customers. In addition, global giants like Apple benefit significantly from highly efficient inventory management. Less cash tied up in working capital accounts (receivables, inventories) leads to higher free cash flow. By minimizing the time to collect payments from customers and maximizing the time to pay suppliers, a company can benefit significantly from cheap (or free) credit. This is in particular important in a rising interest rate environment. A - highly desirable - negative cash conversion cycle (CCC) results when a company can collect and retain payments from customers for a certain time, that actually belong to suppliers (e.g., app developers).Apple is a shining example in this regard and has kept its inventory days and days sales outstanding (DSO) very tight while expanding its days payables outstanding (DPO) quite significantly between fiscal 2013 and fiscal 2019 (Figure 3). However, presumably due to ongoing supply chain issues and the relocation of certain suppliers, DPO declined in recent years, resulting in a weakening but still excellent cash conversion cycle (CCC) of -62 days in fiscal 2022.Improved conditions for app developers, as hypothesized above, could also put pressure on Apple's working capital management, thereby impacting free cash flow. Conversely, supply chain issues will eventually be resolved, improving the working capital management of Apple's hardware segment.Figure 3: Apple’s days sales and payables outstanding, inventory days and cash conversion cycle (own work, based on the company’s fiscal 2012 to 2022 10-Ks.Possible Signs Of Underinvestment And The Course Toward Mean ReversionIt is also worth noting Apple's capital expenditures, which typically range from $9 billion to $13 billion per year. Relatively speaking, capital expenditures have been on a downward trend since fiscal 2016, as shown in Figure 4. While some might argue that Apple is underinvesting, I would not overstate this aspect at this point in time (see below). While capital expenditures as a percentage of OCF continue to decline, it should be remembered that this is largely due to strong OCF growth and only to a small extent a result of lower actual investment in the business.Figure 4: Apple’s capital expenditures as a percentage of normalized operating cash flow (own work, based on the company’s fiscal 2011 to 2022 10-Ks.Apple's key long-term free cash flow growth driver is innovation. Apple has innovated in both hardware and software, for example by introducing its ownprocessorsin its iPhones and Mac computers, a smart watch (Apple Watch), and its own payment service (Apple Pay). However, Apple has not introduced any groundbreaking new devices like theiPhoneor the iPod in a long time. I do believe that at some point, the users so accustomed to innovations will be saturated as it becomes increasingly difficult to pack truly groundbreaking new features into the devices currently available.At some point, Apple will have to come up with a new technological gadget - whether it is some sort of wearable, self-driving car, or technologically integrated piece of furniture. I am sure Apple will come up with something at some point, but it is also true that the race to find the next hot innovation is extremely competitive and capital-intensive, especially as it relates to autonomous driving. From this perspective, it does not seem unrealistic to assume that Apple will have to invest more and more cash flow into the business at a percentage equal to or above the historical average, as shown in Figure 4.What Is Currently Priced Into AAPL Stock?Several aspects underlying Apple's excellent free cash flow growth have been discussed, as well as potentially limiting factors. With the release of the fiscal2022 10-Ka few days ago, we now have a clear view of Apple's recent cash flows, which provide a basis for valuing the stock.First, let me share my FAST Graphs-inspired chart in Figure 5, which shows Apple's nFCF per share versus split-adjusted price per share. Clearly, Apple's stock price and free cash flow decoupled sometime in 2020, when investors began pricing huge growth rates into the stock. While it is entirely possible that Apple will continue to be able to grow its free cash flow at a high rate going forward, I simply believe that the likelihood of FCF remaining stagnant for at least a couple of years is relatively high for the reasons outlined above. Apple stock could be dead money for the foreseeable future, or worse, it could move closer to its long-term FCF trend, suggesting ample downside and a current fair value in the $100 region.Figure 5: Apple’s normalized free cash flow per share compared to its split-adjusted share price; note that nFCFs have been aligned with fiscal year ends in late September (own work, based on the company’s fiscal 2010 to fiscal 2022 10-Ks and the daily closing stock price of AAPL)Next, I evaluated Apple stock from a discounted cash flow (DCF) perspective - after all, a company is only worth the sum of its future cash flows, discounted to today at an appropriate rate. For Apple, I believe a cost of equity of 9.5% is appropriate, taking into account current long-term government bond rates and a 5% equity risk premium. For the DCF analysis below, I have used Apple's average nFCF for fiscal years 2021 to 2022 as the baseline cash flow, which may even be a somewhat optimistic assumption given the threat of a recession.Long-term visibility of revenue (and thus cash flow) is very difficult, which is also underscored by analyst estimates. More than 20 analystscoverApple on a two-year basis, expecting year-over-year revenue growth rates of 3.3% and 5.2% for fiscal years 2023 and 2024, respectively. After that, the number of analysts drops to 9. From fiscal 2026 to fiscal 2027, only 2 analysts cover Apple, and for the later years, there is only one analyst - a particularly optimistic one - who expects year-over-year sales growth rates of 18%, 9%, 9%, 10%, and 10% between fiscal 2028 and 2032. I am not in a position to provide plausible long-term estimates, but I consider anything higher than 5% p.a. over the next five years to be unduly optimistic for the reasons outlined above. Therefore, in the illustration of the DCF model in Figure 6, I have used a growth rate of 5% for the next five years, 4% for the subsequent five years, and a terminal growth rate of 3%.Figure 6: Cash flows underlying Apple's discounted cash flow analysis; terminal value not shown (own work)Summing the discounted cash flows and dividing the result by the current number of weighted average diluted shares outstanding yields a fair value of about $100, which is well in line with the backward-looking valuation in Figure 6.Put differently, to justify the current price of $150 per share, Apple would need to grow its free cash flow at a rate of 10% per year over the next five years (is this a realistic assumption in the context of a likely economic downturn?), followed by a growth rate of a similarly high 8% p.a. until year 10, and a terminal growth rate of 5%.Personally, I find it difficult to see such growth rates as realistic for the reasons mentioned above. In order to achieve such rates, Apple will likely be forced to diversify into other business areas, which is associated with considerable uncertainties, as its current business model will simply lack the addressable market at some point due to size.However, some may object that both valuation approaches are based on free cash flow and therefore represent an isolated approach. This is true, and conventional multiples-based approaches can also provide a good view on a company's valuation. Figure 7 compares ten-year averages of earnings- and revenue-based multiples with current values. It is evident that Apple is significantly overvalued on every metric, including its dividend yield (currently 0.6% versus a five-year average of 1.4%). Finally, it should also be remembered that these valuations are the product of what is likely the strongest bull market in recent history, giving cautious investors pause for thought. Morningstar currentlyratesApple at two stars and believes the stock is 15% overvalued. It is worth noting that the investor services firm views Apple as a company with only a narrow economic moat.Figure 7: Historical valuation of Apple stock, note that the price-earnings-growth ratio (PEG) has scaled by a factor of 10 for the sake of visibility (own work)Concluding RemarksThere is no question about it - Apple is a world-class company with a deeply rooted ecosystem, an ever-growing, religious-like following, and very strong management. The company is one of the few with real pricing power. However, with all the justified optimism, Apple markets largely discretionary products.Investors expect Apple to continue to be able to grow free cash flow by double digit, or at least high single digit rates, for the foreseeable future. However, the growth story has its limits. Apple will likely reach its limits at some point because the addressable market is saturated, so it will need to pursue other growth opportunities. Exploring new opportunities comes with execution risks and requires significant capital expenditures, which have been steadily declining since fiscal 2016 in relative terms. Moreover, Apple is already an extremely well-managed company that will struggle to increase free cash flow through improvements in working capital management - an often-overlooked growth driver of several less well-managed companies.As I have shown, Apple is significantly overvalued assuming more down-to-earth growth expectations. The market has been merciless on other tech stocks such as Amazon, Meta Platforms and Alphabet. So it is only reasonable to assume that Apple stock will also take a serious beating should the company fall short of expectations in any of the coming quarters. For example, what if the all-important holiday shopping season turns out slower than expected, capital expenditures rise significantly, or Europe faces a deep recession?If I owned the stock, I would at least toy with the idea of selling it, as it is obviously overvalued. This can easily be seen in the decoupling of the share price from free cash flow since 2020 and the decoupling from the overall market in 2022. Of course, this assumes that taxes do not need to be factored into the equation.Of course, none of these changes the fact that Apple is an extremely well-run company with a deeply entrenched ecosystem and an almost religious following. Therefore, I continue to keep the stock on my bear market watch list and patiently wait for the market to come back to its senses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911266370,"gmtCreate":1664226279790,"gmtModify":1676537411337,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Buy both","listText":"Buy both","text":"Buy both","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9911266370","repostId":"2270287582","repostType":4,"repost":{"id":"2270287582","pubTimestamp":1664205506,"share":"https://ttm.financial/m/news/2270287582?lang=&edition=fundamental","pubTime":"2022-09-26 23:18","market":"us","language":"en","title":"Stock Market Sell-Off: 2 Safe Tech Stocks to Buy Now and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2270287582","media":"Motley Fool","summary":"The tech sector's downturn offers investors an opportunity to pick up shares of Apple and Microsoft at a discount.","content":"<html><head></head><body><p>Stocks, broadly speaking, have been hammered in 2022. At this point, only two <b>S&amp;P 500</b> sectors are trading in the green year to date: energy and utilities. But the big gains for many energy sector players are unlikely to persist in the long run because of the ongoing shift away from fossil fuels, and utility stocks are considered defensive -- they don&#39;t typically generate the high growth returns many investors are looking for.</p><p>Those types of gains can often be found in the technology sector, but only a handful of companies in that group can be considered safe at times like this -- among them, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>. They may not be immune to stock market turmoil, but they have time-tested business models with decades worth of success under their belts. That means when the economy bounces back, these companies will probably be among the first to recover to new highs. Not only might they help investors weather the present volatility, these two stocks also look like solid long-term bets for any portfolio.</p><h2>1. Microsoft serves both consumers and businesses</h2><p>Most people know Microsoft for its Windows operating system for computers and its Office 365 digital document suite. After all, billions of people worldwide use those products in both personal and business settings. But the company has expanded far beyond its roots and into areas its early backers probably never expected, amassing a $1.7 trillion market valuation in the process.</p><p>Having diverse revenue streams is extremely beneficial for a company during an economic downturn. At the moment, consumers are tightening their belts on discretionary spending due to high inflation and rising interest rates, so Microsoft is experiencing softer demand for hardware like its Surface laptops and Xbox gaming consoles. But its intelligent cloud segment is picking up the slack in a big way, and it now contributes the largest share of the company&#39;s revenue.</p><p>It&#39;s driven by the Azure platform, which helps businesses operate in the cloud. It offers solutions like data storage, virtual machines, and even cybersecurity. With more of the corporate world adopting this technology, the cloud is on track to become a $1.5 trillion annual opportunity as soon as 2030, according to one estimate by Grand View Research.</p><p>In Microsoft&#39;s fiscal 2022 (which ended June 30), Azure&#39;s revenue grew by an estimated 45% (based on a calculated average of reported quarterly growth reports because Microsoft doesn&#39;t release Azure&#39;s actual revenue) while the rest of its business expanded by just 18%.</p><p>But still, even though Azure is helping Microsoft weather the current unsteady economic conditions, growth from its other segments will likely kick into gear once interest rates level off. For that reason, it&#39;s important to zoom out and focus on the big picture because, as the below chart suggests, Microsoft has been a fantastic long-term investment.</p><p><img src=\"https://static.tigerbbs.com/b273016c9cf0c5f1607f1ce7a4af0d6d\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>With Microsoft stock currently down 30.6% from its all-time high, this might be a great chance to buy ahead of its next potential wave of growth.</p><h2>2. Apple continues to innovate and diversify</h2><p>Apple is the largest public company in the world with a valuation of $2.4 trillion, and it just launched its latest smartphone, the iPhone 14. As exciting as that is, it does highlight one of the company&#39;s (minor) weak spots. As a manufacturer of premium-priced consumer electronics, Apple is very exposed to the health of the economy. But it has been diversifying its revenue base over the last few years by offering a portfolio of services, and that segment of its business is carrying the company&#39;s growth at the moment.</p><p>Those services include Apple Pay, Apple TV+, Apple News, and Apple Music, to name just a few on an expanding list. The key benefit for investors is that the services segment delivers a gross profit margin of 71% compared to 52% for Apple&#39;s hardware products. Put simply, it&#39;s more profitable to deliver subscription-based services to customers than it is to sell them devices, and recurring revenue makes it easier to build scale.</p><p>In the company&#39;s fiscal 2022 third quarter (which ended June 25), its services segment accounted for 23.6% of the company&#39;s $82.9 billion in total revenue. During the prior-year period, it accounted for 21.4%, so it&#39;s gradually becoming a larger part of the overall business. In fiscal Q3, services grew by 12% compared to a 1% contraction in hardware revenue.</p><p>That said, the release of products like the iPhone 14 and the new, rugged Apple Watch Ultra will likely boost sales into the Christmas season. Both devices come with new feature sets. Of particular note, Apple did a major internal redesign on the iPhone 14 that made it easier for technicians outside the Apple ecosystem to repair them, a cost-saving option that could give the devices even greater appeal to consumers.</p><p>With Apple stock down 17.4% from its all-time high, this could be the chance some investors have been waiting for to buy shares at a discount.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Market Sell-Off: 2 Safe Tech Stocks to Buy Now and Hold Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Market Sell-Off: 2 Safe Tech Stocks to Buy Now and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-26 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/26/stock-market-sell-off-2-safe-stocks-buy-now-foreve/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks, broadly speaking, have been hammered in 2022. At this point, only two S&P 500 sectors are trading in the green year to date: energy and utilities. But the big gains for many energy sector ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/26/stock-market-sell-off-2-safe-stocks-buy-now-foreve/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/09/26/stock-market-sell-off-2-safe-stocks-buy-now-foreve/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270287582","content_text":"Stocks, broadly speaking, have been hammered in 2022. At this point, only two S&P 500 sectors are trading in the green year to date: energy and utilities. But the big gains for many energy sector players are unlikely to persist in the long run because of the ongoing shift away from fossil fuels, and utility stocks are considered defensive -- they don't typically generate the high growth returns many investors are looking for.Those types of gains can often be found in the technology sector, but only a handful of companies in that group can be considered safe at times like this -- among them, Microsoft  and Apple. They may not be immune to stock market turmoil, but they have time-tested business models with decades worth of success under their belts. That means when the economy bounces back, these companies will probably be among the first to recover to new highs. Not only might they help investors weather the present volatility, these two stocks also look like solid long-term bets for any portfolio.1. Microsoft serves both consumers and businessesMost people know Microsoft for its Windows operating system for computers and its Office 365 digital document suite. After all, billions of people worldwide use those products in both personal and business settings. But the company has expanded far beyond its roots and into areas its early backers probably never expected, amassing a $1.7 trillion market valuation in the process.Having diverse revenue streams is extremely beneficial for a company during an economic downturn. At the moment, consumers are tightening their belts on discretionary spending due to high inflation and rising interest rates, so Microsoft is experiencing softer demand for hardware like its Surface laptops and Xbox gaming consoles. But its intelligent cloud segment is picking up the slack in a big way, and it now contributes the largest share of the company's revenue.It's driven by the Azure platform, which helps businesses operate in the cloud. It offers solutions like data storage, virtual machines, and even cybersecurity. With more of the corporate world adopting this technology, the cloud is on track to become a $1.5 trillion annual opportunity as soon as 2030, according to one estimate by Grand View Research.In Microsoft's fiscal 2022 (which ended June 30), Azure's revenue grew by an estimated 45% (based on a calculated average of reported quarterly growth reports because Microsoft doesn't release Azure's actual revenue) while the rest of its business expanded by just 18%.But still, even though Azure is helping Microsoft weather the current unsteady economic conditions, growth from its other segments will likely kick into gear once interest rates level off. For that reason, it's important to zoom out and focus on the big picture because, as the below chart suggests, Microsoft has been a fantastic long-term investment.With Microsoft stock currently down 30.6% from its all-time high, this might be a great chance to buy ahead of its next potential wave of growth.2. Apple continues to innovate and diversifyApple is the largest public company in the world with a valuation of $2.4 trillion, and it just launched its latest smartphone, the iPhone 14. As exciting as that is, it does highlight one of the company's (minor) weak spots. As a manufacturer of premium-priced consumer electronics, Apple is very exposed to the health of the economy. But it has been diversifying its revenue base over the last few years by offering a portfolio of services, and that segment of its business is carrying the company's growth at the moment.Those services include Apple Pay, Apple TV+, Apple News, and Apple Music, to name just a few on an expanding list. The key benefit for investors is that the services segment delivers a gross profit margin of 71% compared to 52% for Apple's hardware products. Put simply, it's more profitable to deliver subscription-based services to customers than it is to sell them devices, and recurring revenue makes it easier to build scale.In the company's fiscal 2022 third quarter (which ended June 25), its services segment accounted for 23.6% of the company's $82.9 billion in total revenue. During the prior-year period, it accounted for 21.4%, so it's gradually becoming a larger part of the overall business. In fiscal Q3, services grew by 12% compared to a 1% contraction in hardware revenue.That said, the release of products like the iPhone 14 and the new, rugged Apple Watch Ultra will likely boost sales into the Christmas season. Both devices come with new feature sets. Of particular note, Apple did a major internal redesign on the iPhone 14 that made it easier for technicians outside the Apple ecosystem to repair them, a cost-saving option that could give the devices even greater appeal to consumers.With Apple stock down 17.4% from its all-time high, this could be the chance some investors have been waiting for to buy shares at a discount.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179530833,"gmtCreate":1626559909122,"gmtModify":1703761631298,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Most retail investors either sell too early or buy too early. Another key issue is how low is low?","listText":"Most retail investors either sell too early or buy too early. Another key issue is how low is low?","text":"Most retail investors either sell too early or buy too early. Another key issue is how low is low?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/179530833","repostId":"2152899486","repostType":4,"repost":{"id":"2152899486","pubTimestamp":1626530220,"share":"https://ttm.financial/m/news/2152899486?lang=&edition=fundamental","pubTime":"2021-07-17 21:57","market":"us","language":"en","title":"3 Moves You'll Sorely Regret in a Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2152899486","media":"Motley Fool","summary":"A market downturn could happen when you least expect it. Don't make these mistakes when the next one hits.","content":"<p>The scary thing about stock market crashes is that they can happen when you least expect them to. And while stock market crashes are normal in that they actually occur somewhat frequently, they can be terrifying for investors who aren't used to them.</p>\n<p>But the decisions you make during a market crash will dictate whether you survive it unscathed, or whether you end up taking serious losses you don't recover from for years. With that in mind, here are three moves you might seriously regret during a stock market downturn.</p>\n<h2>1. Selling when investment values plunge</h2>\n<p>When you buy stocks, you lock in those investments at a certain price. That price can then rise or fall on an ongoing basis.</p>\n<p>If you don't sell your stocks while their value is up, you won't make money. Similarly, if you don't sell your stocks when their values declines, you won't suffer losses. It's the latter you really need to keep in mind during a stock market crash.</p>\n<p>When investment values start to fall, it can very tempting to cash out investments in an effort to minimize the blow. But the stock market has a long history of recovering from crashes, so if you leave your portfolio alone, you'll give your stock values a chance to come back up rather than guarantee yourself losses that could've been easily avoided.</p>\n<h2>2. Pausing your retirement plan contributions</h2>\n<p>The point of putting money into a 401(k) or IRA isn't to just let it sit there in cash. Rather, you're supposed to invest it so it grows into a large sum over time.</p>\n<p>You may be inclined to stop funding your retirement savings during periods when the stock market is doing poorly. But that's a mistake. The money that goes into your retirement plan gets tax-advantaged treatment, whether immediately or in the future, so it pays to keep pumping cash into your account even when the stock market isn't at its strongest.</p>\n<h2>3. Not adding discounted stocks to your portfolio</h2>\n<p>Many people assume that buying stocks during a market crash is a bad idea. But actually, the opposite is true.</p>\n<p>During market downturns, stock values tend to fall across the board. But that doesn't necessarily mean that the companies you're interested in are actually worth less money than they were the month prior. It just means that temporarily, their share prices are down. That gives you a prime opportunity to buy quality stocks when they're less expensive.</p>\n<p>For example, if you're interested in a given company whose share prices has been hovering around $50, during a market crash, it might fall to $40. Does that mean that from now on, shares will only be worth 40? Not at all. But if you scoop them up at $40 apiece, you'll set yourself up to profit big time when their values creeps back up to $50 or beyond.</p>\n<p>Knowing how to navigate a stock market crash could prevent you from making poor decisions that hurt you financially. Avoid the above mistakes the next time the market takes a turn for the worse -- you'll be much better off for it in the long run.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Moves You'll Sorely Regret in a Stock Market Crash</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Moves You'll Sorely Regret in a Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-17 21:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/17/3-moves-youll-sorely-regret-in-a-stock-market-cras/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The scary thing about stock market crashes is that they can happen when you least expect them to. And while stock market crashes are normal in that they actually occur somewhat frequently, they can be...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/17/3-moves-youll-sorely-regret-in-a-stock-market-cras/\">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.fool.com/investing/2021/07/17/3-moves-youll-sorely-regret-in-a-stock-market-cras/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152899486","content_text":"The scary thing about stock market crashes is that they can happen when you least expect them to. And while stock market crashes are normal in that they actually occur somewhat frequently, they can be terrifying for investors who aren't used to them.\nBut the decisions you make during a market crash will dictate whether you survive it unscathed, or whether you end up taking serious losses you don't recover from for years. With that in mind, here are three moves you might seriously regret during a stock market downturn.\n1. Selling when investment values plunge\nWhen you buy stocks, you lock in those investments at a certain price. That price can then rise or fall on an ongoing basis.\nIf you don't sell your stocks while their value is up, you won't make money. Similarly, if you don't sell your stocks when their values declines, you won't suffer losses. It's the latter you really need to keep in mind during a stock market crash.\nWhen investment values start to fall, it can very tempting to cash out investments in an effort to minimize the blow. But the stock market has a long history of recovering from crashes, so if you leave your portfolio alone, you'll give your stock values a chance to come back up rather than guarantee yourself losses that could've been easily avoided.\n2. Pausing your retirement plan contributions\nThe point of putting money into a 401(k) or IRA isn't to just let it sit there in cash. Rather, you're supposed to invest it so it grows into a large sum over time.\nYou may be inclined to stop funding your retirement savings during periods when the stock market is doing poorly. But that's a mistake. The money that goes into your retirement plan gets tax-advantaged treatment, whether immediately or in the future, so it pays to keep pumping cash into your account even when the stock market isn't at its strongest.\n3. Not adding discounted stocks to your portfolio\nMany people assume that buying stocks during a market crash is a bad idea. But actually, the opposite is true.\nDuring market downturns, stock values tend to fall across the board. But that doesn't necessarily mean that the companies you're interested in are actually worth less money than they were the month prior. It just means that temporarily, their share prices are down. That gives you a prime opportunity to buy quality stocks when they're less expensive.\nFor example, if you're interested in a given company whose share prices has been hovering around $50, during a market crash, it might fall to $40. Does that mean that from now on, shares will only be worth 40? Not at all. But if you scoop them up at $40 apiece, you'll set yourself up to profit big time when their values creeps back up to $50 or beyond.\nKnowing how to navigate a stock market crash could prevent you from making poor decisions that hurt you financially. Avoid the above mistakes the next time the market takes a turn for the worse -- you'll be much better off for it in the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582072953259355","authorId":"3582072953259355","name":"Weeckee","avatar":"https://static.itradeup.com/news/fa7604d9be05bbf456327176402c13a9","crmLevel":4,"crmLevelSwitch":1,"idStr":"3582072953259355","authorIdStr":"3582072953259355"},"content":"Is the market going to crash?","text":"Is the market going to crash?","html":"Is the market going to crash?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155202010,"gmtCreate":1625435173230,"gmtModify":1703741531287,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Really? Buy with knowledge!","listText":"Really? Buy with knowledge!","text":"Really? Buy with knowledge!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/155202010","repostId":"1160702483","repostType":4,"repost":{"id":"1160702483","pubTimestamp":1625369888,"share":"https://ttm.financial/m/news/1160702483?lang=&edition=fundamental","pubTime":"2021-07-04 11:38","market":"us","language":"en","title":"Two new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and money)","url":"https://stock-news.laohu8.com/highlight/detail?id=1160702483","media":"MarketWatch","summary":"When stock market investing gets too easy, consider getting out of the market.\n\nYou’ve probably hear","content":"<blockquote>\n <b>When stock market investing gets too easy, consider getting out of the market.</b>\n</blockquote>\n<p>You’ve probably heard about people trading stocks based on two acronyms: FOMO (fear of missing out) and YOLO (you only live once). I searched Twitter for both terms with the word “stocks” included, and here’s what I found:</p>\n<p><img src=\"https://static.tigerbbs.com/4416d357ac2bc16d4fdcf60a3c4c3c56\" tg-width=\"916\" tg-height=\"463\"></p>\n<p>I have a proposition for you. In the name of flipping it, we should consider the following two terms as much more insightful and helpful to investors and traders:</p>\n<p>FOLO (fear of living once)&nbsp; and YOMO (you only miss out).</p>\n<p>Here’s a story I’ve told about how things can go wrong even when you’re think you’re trading well and outperforming the markets seems easy.</p>\n<p>Return to 2004</p>\n<p>It was late January 2004, and I was starting my second full year of running a hedge fund, and I was off to an incredible start to the year. I’d come into 2004 steadily scaling into ever-larger and more aggressive positions in mostly internet core equipment vendors like Nortel, JDSU, and Cisco, not to mention my largest position in Apple, which I’d first bought for the fund back in March of 2003. (I held Apple along with occasional Apple call options until I closed the fund, by the way.) I’d made big money already in my hedge fund, which was full of mostly long positions as the markets had been in a big rebound from their October 2002 lows.</p>\n<p>As 2004 started, the markets were in what I called a Steady Betty Rally Mode at the time, and internet-equipment stocks were the single hottest sector into the new year. I started trimming some of my biggest winners down, including the aforementioned Nortel, JDSU and Cisco, along with any stocks that were up 20%, 30% or even more as January wore on. By late January, I was nearly back up to half in cash and the hedge fund was already up nearly 25% for the year while the broader markets were barely up 5% on the year.</p>\n<p>In the last week of January, the markets turned south and the highest-flying winners of the year, like those that I’d just sold down and taken huge profits on, were the hardest hit. I’d previously learned the hard way over the years that you should never confuse a bull market with genius, but I’d even nailed the near-term top and my whole year was already in the pocket. I was feeling pretty good about myself and my trading prowess and listening to Willie cover Woody Guthrie’s classic, “Stay a little longer” chuckling about how I’d left before the party was busted!</p>\n<p>By early February, I was “only” up just over 20% on the year, as I still had half my fund in stocks and a few options, but the markets were now down year to date and the stocks I’d so smartly sold down at the top had themselves pulled back 20%-30% from their highs. They finally were stabilizing and the charts started to turn upward as the stocks were flattish to down on the year.</p>\n<p>Here I was sitting on a huge pile of cash and feeling like a genius for having sold at the top and here was a chance to just slowly start rebuilding and buying some new stocks while they were down. I started to buy back a few shares and to put just a little bit of that 50% cash, along with more cash coming in, to work in the markets.</p>\n<p>By the time March rolled around, I was back fully invested and mostly long, up single digits on the year, and the markets were down about 10% or so on the year. One morning as I walked into my hedge fund hotel office that I rented from Bear Stearns on the 40th floor in midtown New York, I was shocked to see the Nasdaq futures were down huge. I pulled up the Bloomberg terminal and my heart sank as the headline screamed “Nortel admits fraud; Major telecom equipment vendors under investigation” or something along those lines. Nortel was cut in half and most every internet-equipment-related stock in the market was down 20% or more on the day. I puked my guts out that whole day and cried myself to sleep that night.</p>\n<p>I spent the rest of the year digging out of that hole and getting back ahead of the market and had a lot of success in that hedge fund from that bottom.</p>\n<p>Lesson of the week — do not dig yourself a hole, OK?</p>\n<p>Foreshadowing</p>\n<p>Here’s something I wrote in 2007, the last time I started turning from bullish to bearish and eventually traded my hedge fund for a TV gig right before the markets started tanking in late 2007: “Concerned about complacency” (May 3, 2007).</p>\n<p>Here’s an excerpt:</p>\n<p><i>I’m worried. That’s no news flash, as I’m&nbsp;always&nbsp;worried, but I am really concerned about the complacency out there. Earnings are great, as evidenced by the booming season we’re experiencing. The global economy is lifting a lot of boats. And every time I try to get bearish, I feel almost silly when the action, fundamentals and environment are this strong.</i></p>\n<p><i>Just about everybody is long real estate. … Wasn’t almost every rationalization for why we shouldn’t fret about any real estate bubble true when real estate crashed the last few times?</i></p>\n<p><i>Last month, the IMF reported that “the global economy remains on track for robust growth in 2007 and 2008. … Moreover, downside risks to the outlook seem less threatening than at the time of the September 2006&nbsp;World Economic Outlook.” Has the IMF ever gotten the outlook right?</i></p>\n<p><i>This utter disregard for risk permeates the sell side, too, as evidenced by this broker note from Bear this morning: “Worries —&nbsp;the market is running out of major concerns.” Not surprisingly, I suppose, I’m going to&nbsp;flip&nbsp;that statement as I find I have more major concerns about the market and economy today than I’ve had at any point in the past five years.</i></p>\n<p><i>A&nbsp;Citi&nbsp;board member recently told me that I had a “lot of guts” for having launched a tech fund in October 2002. I think you’d have to have a lot of guts to launch a tech fund in May 2007! I’m focusing more on the short side than anything else right now.</i></p>\n<p>Beware when things are too easy</p>\n<p>Cody&nbsp;back in real time, 2021. I’m not saying the markets are about to tank like they did in 2008. But I am saying, once again, that I know way too many random hard-working people who are convinced that they can make big money in cryptos and meme stocks and by trading, trading, trading.</p>\n<p>And all my analysis points to an unfortunate risk/reward set up for the aggressive bulls here.</p>\n<p>That story above about Nortel: I’m here to tell you that you won’t always get a chance to sell when the charts stop working. You don’t always get a chance to lock in your gains while you think it’s easy.</p>\n<p>I’ve been in this business, picking stocks and helping people manage their money for 25 years, and it seems obvious to me that trading and investing and making profits and keeping those profits is very hard to do over many years. There are times it seems easy. That’s often the best time to get cautious. Because if it really were easy, nobody would work their real jobs. We could all just trade stocks to each other all day and make all the money we need. Yeah, right.</p>\n<p>I have a new name or two I’m digging hard into this week, one in AI and another that’s trying to revolutionize long-term gig employment trends. Until then, I’m staying steady as she goes, even as so many others think YOLO and FOMO are just fun, little acronyms.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Two new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and money)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwo new stock market acronyms — FOLO and YOMO — can save you a lot of grief (and money)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/two-new-stock-market-acronyms-folo-and-yomo-can-save-you-a-lot-of-grief-and-money-11625247142?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When stock market investing gets too easy, consider getting out of the market.\n\nYou’ve probably heard about people trading stocks based on two acronyms: FOMO (fear of missing out) and YOLO (you only ...</p>\n\n<a href=\"https://www.marketwatch.com/story/two-new-stock-market-acronyms-folo-and-yomo-can-save-you-a-lot-of-grief-and-money-11625247142?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/two-new-stock-market-acronyms-folo-and-yomo-can-save-you-a-lot-of-grief-and-money-11625247142?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160702483","content_text":"When stock market investing gets too easy, consider getting out of the market.\n\nYou’ve probably heard about people trading stocks based on two acronyms: FOMO (fear of missing out) and YOLO (you only live once). I searched Twitter for both terms with the word “stocks” included, and here’s what I found:\n\nI have a proposition for you. In the name of flipping it, we should consider the following two terms as much more insightful and helpful to investors and traders:\nFOLO (fear of living once)  and YOMO (you only miss out).\nHere’s a story I’ve told about how things can go wrong even when you’re think you’re trading well and outperforming the markets seems easy.\nReturn to 2004\nIt was late January 2004, and I was starting my second full year of running a hedge fund, and I was off to an incredible start to the year. I’d come into 2004 steadily scaling into ever-larger and more aggressive positions in mostly internet core equipment vendors like Nortel, JDSU, and Cisco, not to mention my largest position in Apple, which I’d first bought for the fund back in March of 2003. (I held Apple along with occasional Apple call options until I closed the fund, by the way.) I’d made big money already in my hedge fund, which was full of mostly long positions as the markets had been in a big rebound from their October 2002 lows.\nAs 2004 started, the markets were in what I called a Steady Betty Rally Mode at the time, and internet-equipment stocks were the single hottest sector into the new year. I started trimming some of my biggest winners down, including the aforementioned Nortel, JDSU and Cisco, along with any stocks that were up 20%, 30% or even more as January wore on. By late January, I was nearly back up to half in cash and the hedge fund was already up nearly 25% for the year while the broader markets were barely up 5% on the year.\nIn the last week of January, the markets turned south and the highest-flying winners of the year, like those that I’d just sold down and taken huge profits on, were the hardest hit. I’d previously learned the hard way over the years that you should never confuse a bull market with genius, but I’d even nailed the near-term top and my whole year was already in the pocket. I was feeling pretty good about myself and my trading prowess and listening to Willie cover Woody Guthrie’s classic, “Stay a little longer” chuckling about how I’d left before the party was busted!\nBy early February, I was “only” up just over 20% on the year, as I still had half my fund in stocks and a few options, but the markets were now down year to date and the stocks I’d so smartly sold down at the top had themselves pulled back 20%-30% from their highs. They finally were stabilizing and the charts started to turn upward as the stocks were flattish to down on the year.\nHere I was sitting on a huge pile of cash and feeling like a genius for having sold at the top and here was a chance to just slowly start rebuilding and buying some new stocks while they were down. I started to buy back a few shares and to put just a little bit of that 50% cash, along with more cash coming in, to work in the markets.\nBy the time March rolled around, I was back fully invested and mostly long, up single digits on the year, and the markets were down about 10% or so on the year. One morning as I walked into my hedge fund hotel office that I rented from Bear Stearns on the 40th floor in midtown New York, I was shocked to see the Nasdaq futures were down huge. I pulled up the Bloomberg terminal and my heart sank as the headline screamed “Nortel admits fraud; Major telecom equipment vendors under investigation” or something along those lines. Nortel was cut in half and most every internet-equipment-related stock in the market was down 20% or more on the day. I puked my guts out that whole day and cried myself to sleep that night.\nI spent the rest of the year digging out of that hole and getting back ahead of the market and had a lot of success in that hedge fund from that bottom.\nLesson of the week — do not dig yourself a hole, OK?\nForeshadowing\nHere’s something I wrote in 2007, the last time I started turning from bullish to bearish and eventually traded my hedge fund for a TV gig right before the markets started tanking in late 2007: “Concerned about complacency” (May 3, 2007).\nHere’s an excerpt:\nI’m worried. That’s no news flash, as I’m always worried, but I am really concerned about the complacency out there. Earnings are great, as evidenced by the booming season we’re experiencing. The global economy is lifting a lot of boats. And every time I try to get bearish, I feel almost silly when the action, fundamentals and environment are this strong.\nJust about everybody is long real estate. … Wasn’t almost every rationalization for why we shouldn’t fret about any real estate bubble true when real estate crashed the last few times?\nLast month, the IMF reported that “the global economy remains on track for robust growth in 2007 and 2008. … Moreover, downside risks to the outlook seem less threatening than at the time of the September 2006 World Economic Outlook.” Has the IMF ever gotten the outlook right?\nThis utter disregard for risk permeates the sell side, too, as evidenced by this broker note from Bear this morning: “Worries — the market is running out of major concerns.” Not surprisingly, I suppose, I’m going to flip that statement as I find I have more major concerns about the market and economy today than I’ve had at any point in the past five years.\nA Citi board member recently told me that I had a “lot of guts” for having launched a tech fund in October 2002. I think you’d have to have a lot of guts to launch a tech fund in May 2007! I’m focusing more on the short side than anything else right now.\nBeware when things are too easy\nCody back in real time, 2021. I’m not saying the markets are about to tank like they did in 2008. But I am saying, once again, that I know way too many random hard-working people who are convinced that they can make big money in cryptos and meme stocks and by trading, trading, trading.\nAnd all my analysis points to an unfortunate risk/reward set up for the aggressive bulls here.\nThat story above about Nortel: I’m here to tell you that you won’t always get a chance to sell when the charts stop working. You don’t always get a chance to lock in your gains while you think it’s easy.\nI’ve been in this business, picking stocks and helping people manage their money for 25 years, and it seems obvious to me that trading and investing and making profits and keeping those profits is very hard to do over many years. There are times it seems easy. That’s often the best time to get cautious. Because if it really were easy, nobody would work their real jobs. We could all just trade stocks to each other all day and make all the money we need. Yeah, right.\nI have a new name or two I’m digging hard into this week, one in AI and another that’s trying to revolutionize long-term gig employment trends. Until then, I’m staying steady as she goes, even as so many others think YOLO and FOMO are just fun, little acronyms.","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152792577,"gmtCreate":1625354122799,"gmtModify":1703740561575,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Everyone should start preparing now. Make sure you have money to buy when it hit the lowest level.","listText":"Everyone should start preparing now. Make sure you have money to buy when it hit the lowest level.","text":"Everyone should start preparing now. Make sure you have money to buy when it hit the lowest level.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/152792577","repostId":"1188153141","repostType":4,"repost":{"id":"1188153141","pubTimestamp":1625276221,"share":"https://ttm.financial/m/news/1188153141?lang=&edition=fundamental","pubTime":"2021-07-03 09:37","market":"us","language":"en","title":"Suze Orman worries about a market crash — here's what you should do","url":"https://stock-news.laohu8.com/highlight/detail?id=1188153141","media":"MoneyWise","summary":"As stock markets continue setting records, fallout from COVID-19 continues to create problems for th","content":"<p>As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.</p>\n<p>That clash has worried investing experts, including Suze Orman, who's gone so far as to say she’s now preparing for an inevitable market crash.</p>\n<p>And a famous measurement popularized by Warren Buffett — known as the Buffett Indicator — shows Orman might be onto something.</p>\n<p>Here’s an explanation of where the concern is coming from and some techniques you can use tokeep your investment portfolio growingeven if the market goes south.</p>\n<p><b>What does Suze Orman think?</b></p>\n<p><img src=\"https://static.tigerbbs.com/be8dc3ad363faad96bc575a22235562d\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Mediapunch/Shutterstock</p>\n<p>Suze Orman has avidly watched the market for decades. She knows ups and downs are to be expected, but what she’s seeing happen with investment fads like GameStop has her concerned.</p>\n<p>“I don’t like what I see happening in the market right now,” Orman said in a video for CNBC. “The economy has been horrible, but the stock market has been going.”</p>\n<p>While investing is as easy now asusing a smartphone app, Orman is concerned about where we can go from these record highs.</p>\n<p>And even with stimulus checks, which are still going out, and the real estate market breaking its own records last year, Orman worries about what will come with the coronavirus — especially as new variants continue to pop up.</p>\n<p>What's more, she feels it’s just been too long since the last crash to stay this high much longer.</p>\n<p>“This reminds me of 2000 all over again,” Orman says.</p>\n<p><b>The Buffett Indicator</b></p>\n<p><img src=\"https://static.tigerbbs.com/44ada32ecadcc4581fed208f4f4e4d53\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Larry W Smith/EPA/Shutterstock</p>\n<p>One metric Warren Buffett uses to assess the market so regularly that it’s been named after him has been flashing red for long enough that market watchers are starting to wonder if it’s an outdated tool.</p>\n<p>But the Buffett Indicator, a measurement of the ratio of the stock market’s total value against U.S. economic output, continues to climb to previously unseen levels.</p>\n<p>And those in the know are wondering if it's a sign that we’re about to see a hard fall.</p>\n<p>How to prepare for a crash<img src=\"https://static.tigerbbs.com/1ad912a6b4611d9e39b46d2851c78c9e\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Freedomz / Shutterstock</p>\n<p>Orman has three recommendations for setting up a simple investment strategy to help you successfully navigate any sharp turns in the market.</p>\n<p><b>1. Buy low</b></p>\n<p>Part of what upsets Orman so much about the furor over meme stocks like GameStop is it goes completely against the average investor’s interests.</p>\n<p>“All of you have your heads screwed on backwards,” she says. “All you want is for these markets to go up and up and up. What good is that going to do you?”</p>\n<p>She points out the only extra money most people have goes towardinvesting for retirementin their 401(k) or IRA plans.</p>\n<p>Because you probably don’t plan to touch that money for decades, the best long-term strategy is to buy low. That way, your dollar will go much further now, leaving plenty of room for growth over the next 20, 30 or 40 years.</p>\n<p><b>2. Invest on a schedule</b></p>\n<p><img src=\"https://static.tigerbbs.com/e4102f8a6d5002090743b1cbded32ef9\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">katjen / Shutterstock</p>\n<p>While she prefers to buy low, Orman doesn’t recommend you stop investing completely when the market goes up.</p>\n<p>She wants casual investors to not get caught up in the daily ups and downs of the market.</p>\n<p>In fact, cheering for downturns now may be your best bet at getting a larger piece of very profitable investments — like some lucky investors were able to do back in 2007 and 2008.</p>\n<p>“When the market went down, down, down you could buy things at nothing,” says Orman. “And now look at them 15 years later.”</p>\n<p>She suggests you set up a dollar-cost averaging strategy, which means you invest your money in equal portions at regular intervals, regardless of the market’s fluctuations.</p>\n<p>This kind of approach is easy to implement with any of the many investing apps currently available to DIY investors.</p>\n<p>There are even apps that willautomatically invest your spare changeby rounding up your debit and credit card purchases to the nearest dollar.</p>\n<p><b>3. Diversify with fractional shares</b></p>\n<p>To help weather dips in specific corners of the market, Orman suggests you diversify your investments — balance your portfolio with investments in many different types of assets and sectors of the economy.</p>\n<p>Orman particularly recommends fractional-share investing. This approach allows you to buy a slice of a share for a big-name company that you otherwise wouldn’t be able to afford.</p>\n<p>With the help of apopular stock-trading tool, anyone at any budget can afford the fractional share strategy.</p>\n<p>“The sooner you begin, the more money you will have,” says Orman. “Just don’t stop, and when these markets go down, you should be so happy because your dollars find more shares.”</p>\n<p>“And the more shares you have, the more money you’ll have 20, 40, 50 years from now.”</p>\n<p><b>What else you can do</b></p>\n<p><img src=\"https://static.tigerbbs.com/5e79c6fd1f8fa6e3a7c3a6c94f1e14b5\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">goodluz / Shutterstock</p>\n<p>Whether or not a big crash is around the corner, investors who are still decades out from retirement can make that work for them, Orman said in theCNBC video.</p>\n<p>First, prepare for the worst and hope for the best. Since the onset of the pandemic, Orman now recommends everyone have an emergency fund that can cover their expenses for a full year.</p>\n<p>Then, to set yourself up fora comfortable retirement, she suggests you opt for a Roth account, whether that’s a 401(k) or IRA.</p>\n<p>That will help you avoid paying tax when you take money out of your retirement account because your contributions to a Roth account are made after tax. Traditional IRAs, on the other hand, aren’t taxed when you make contributions, so you’ll end up paying later.</p>\n<p>If you find you need a little more guidance, working with aprofessional financial adviser, can help point you in the right direction so you can confidently ride out any market volatility.</p>\n<p>While everyone else is veering off course or overcorrecting, you’ll be firmly in the driver’s seat with your sunset years planned for.</p>","source":"lsy1621813427262","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>Suze Orman worries about a market crash — here's what you should do</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\">\nSuze Orman worries about a market crash — here's what you should do\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 09:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.\nThat clash has worried investing experts, including Suze Orman, who's gone so far as to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188153141","content_text":"As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.\nThat clash has worried investing experts, including Suze Orman, who's gone so far as to say she’s now preparing for an inevitable market crash.\nAnd a famous measurement popularized by Warren Buffett — known as the Buffett Indicator — shows Orman might be onto something.\nHere’s an explanation of where the concern is coming from and some techniques you can use tokeep your investment portfolio growingeven if the market goes south.\nWhat does Suze Orman think?\nMediapunch/Shutterstock\nSuze Orman has avidly watched the market for decades. She knows ups and downs are to be expected, but what she’s seeing happen with investment fads like GameStop has her concerned.\n“I don’t like what I see happening in the market right now,” Orman said in a video for CNBC. “The economy has been horrible, but the stock market has been going.”\nWhile investing is as easy now asusing a smartphone app, Orman is concerned about where we can go from these record highs.\nAnd even with stimulus checks, which are still going out, and the real estate market breaking its own records last year, Orman worries about what will come with the coronavirus — especially as new variants continue to pop up.\nWhat's more, she feels it’s just been too long since the last crash to stay this high much longer.\n“This reminds me of 2000 all over again,” Orman says.\nThe Buffett Indicator\nLarry W Smith/EPA/Shutterstock\nOne metric Warren Buffett uses to assess the market so regularly that it’s been named after him has been flashing red for long enough that market watchers are starting to wonder if it’s an outdated tool.\nBut the Buffett Indicator, a measurement of the ratio of the stock market’s total value against U.S. economic output, continues to climb to previously unseen levels.\nAnd those in the know are wondering if it's a sign that we’re about to see a hard fall.\nHow to prepare for a crashFreedomz / Shutterstock\nOrman has three recommendations for setting up a simple investment strategy to help you successfully navigate any sharp turns in the market.\n1. Buy low\nPart of what upsets Orman so much about the furor over meme stocks like GameStop is it goes completely against the average investor’s interests.\n“All of you have your heads screwed on backwards,” she says. “All you want is for these markets to go up and up and up. What good is that going to do you?”\nShe points out the only extra money most people have goes towardinvesting for retirementin their 401(k) or IRA plans.\nBecause you probably don’t plan to touch that money for decades, the best long-term strategy is to buy low. That way, your dollar will go much further now, leaving plenty of room for growth over the next 20, 30 or 40 years.\n2. Invest on a schedule\nkatjen / Shutterstock\nWhile she prefers to buy low, Orman doesn’t recommend you stop investing completely when the market goes up.\nShe wants casual investors to not get caught up in the daily ups and downs of the market.\nIn fact, cheering for downturns now may be your best bet at getting a larger piece of very profitable investments — like some lucky investors were able to do back in 2007 and 2008.\n“When the market went down, down, down you could buy things at nothing,” says Orman. “And now look at them 15 years later.”\nShe suggests you set up a dollar-cost averaging strategy, which means you invest your money in equal portions at regular intervals, regardless of the market’s fluctuations.\nThis kind of approach is easy to implement with any of the many investing apps currently available to DIY investors.\nThere are even apps that willautomatically invest your spare changeby rounding up your debit and credit card purchases to the nearest dollar.\n3. Diversify with fractional shares\nTo help weather dips in specific corners of the market, Orman suggests you diversify your investments — balance your portfolio with investments in many different types of assets and sectors of the economy.\nOrman particularly recommends fractional-share investing. This approach allows you to buy a slice of a share for a big-name company that you otherwise wouldn’t be able to afford.\nWith the help of apopular stock-trading tool, anyone at any budget can afford the fractional share strategy.\n“The sooner you begin, the more money you will have,” says Orman. “Just don’t stop, and when these markets go down, you should be so happy because your dollars find more shares.”\n“And the more shares you have, the more money you’ll have 20, 40, 50 years from now.”\nWhat else you can do\ngoodluz / Shutterstock\nWhether or not a big crash is around the corner, investors who are still decades out from retirement can make that work for them, Orman said in theCNBC video.\nFirst, prepare for the worst and hope for the best. Since the onset of the pandemic, Orman now recommends everyone have an emergency fund that can cover their expenses for a full year.\nThen, to set yourself up fora comfortable retirement, she suggests you opt for a Roth account, whether that’s a 401(k) or IRA.\nThat will help you avoid paying tax when you take money out of your retirement account because your contributions to a Roth account are made after tax. Traditional IRAs, on the other hand, aren’t taxed when you make contributions, so you’ll end up paying later.\nIf you find you need a little more guidance, working with aprofessional financial adviser, can help point you in the right direction so you can confidently ride out any market volatility.\nWhile everyone else is veering off course or overcorrecting, you’ll be firmly in the driver’s seat with your sunset years planned for.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151625445,"gmtCreate":1625089453887,"gmtModify":1703735755869,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Buy when dip!","listText":"Buy when dip!","text":"Buy when dip!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/151625445","repostId":"1121473384","repostType":4,"repost":{"id":"1121473384","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625067394,"share":"https://ttm.financial/m/news/1121473384?lang=&edition=fundamental","pubTime":"2021-06-30 23:36","market":"us","language":"en","title":"Why NIO Stock Is Moving Higher Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1121473384","media":"Tiger Newspress","summary":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.Shares of Chinese electric-vehicle maker NIOwere moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $5","content":"<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p>\n<p>Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p>\n<p>As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p>\n<p>In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p>\n<p>Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p>\n<p>NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p>\n<p>Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why NIO Stock Is Moving Higher Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy NIO Stock Is Moving Higher Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-30 23:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.</p>\n<p>Shares of Chinese electric-vehicle maker&nbsp;<b>NIO</b>(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.</p>\n<p>As of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.</p>\n<p>In a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.</p>\n<p>Chung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target&nbsp;price-to-earnings multiple&nbsp;for NIO's shares.</p>\n<p>NIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of&nbsp;between 21,000 and 22,000 vehicles&nbsp;for the second quarter. Through the end of May, it had&nbsp;delivered 13,183 vehicles&nbsp;despite production disruptions caused by shortages of computer chips.</p>\n<p>Will NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121473384","content_text":"A bullish note from Wall Street is raising expectations ahead of NIO's June sales report.\nShares of Chinese electric-vehicle maker NIO(NYSE:NIO)were moving higher in early trading on Wednesday, after a Wall Street analyst raised his bank's price target for the shares in a bullish note.\nAs of 11:35 a.m. EDT, NIO's American depositary shares were up about 5.9% from Tuesday's closing price.\nIn a note released on Tuesday afternoon. Citibank analyst Jeff Chung raised the bank's price target on NIO to $72, from $58.30, while reiterating his previous buy rating on the shares.\nChung wrote that he expects NIO to report \"robust shipment volume\" for June, which he thinks will be followed by sequential quarter-over-quarter growth in the third and fourth quarters of 2021. He now sees NIO delivering 93,000 vehicles in 2021, up from his earlier estimate of 90,000, and has raised his forecasts for 2022 and 2024 while also increasing his target price-to-earnings multiple for NIO's shares.\nNIO typically releases its monthly delivery totals shortly after month-end, meaning we could see NIO's results for June as soon as Thursday morning. The company's guidance, which it reiterated earlier this month, calls for a delivery total of between 21,000 and 22,000 vehicles for the second quarter. Through the end of May, it had delivered 13,183 vehicles despite production disruptions caused by shortages of computer chips.\nWill NIO outperform its own guidance? I think it's possible but unlikely, given the continued chip-shortage issues. I won't be surprised, however, if its June result puts its second-quarter total at the high end of its guidance range. We'll find out in a day or two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982376303,"gmtCreate":1667103806202,"gmtModify":1676537861894,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Great&nbsp;","listText":"Great&nbsp;","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9982376303","repostId":"1148576482","repostType":4,"repost":{"id":"1148576482","pubTimestamp":1667099454,"share":"https://ttm.financial/m/news/1148576482?lang=&edition=fundamental","pubTime":"2022-10-30 11:10","market":"us","language":"en","title":"The 7 Best Tech Stocks to Buy in November","url":"https://stock-news.laohu8.com/highlight/detail?id=1148576482","media":"InvestorPlace","summary":"These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear si","content":"<html><head></head><body><ul><li>These best tech stocks to buy all feature low risk and deep discounts.</li><li><b>Nvidia</b>(<b>NVDA</b>): Shares appear significantly undervalued following a steep sell-off.</li><li><b>Adobe</b>(<b>ADBE</b>): Its income-statement performance is impressive.</li><li><b>Intel</b>(<b>INTC</b>): Shares look compelling at this deeply discounted price.</li><li><b>Taiwan Semiconductor</b>(<b>TSM</b>): It’s a profit-generating machine.</li><li><b>Applied Materials</b>(<b>AMAT</b>): Its returns on equity and assets are among the best in the chip industry.</li><li><b>Lam Research</b>(<b>LRCX</b>): Its ROE and ROA are even better than those of Applied Materials.</li><li><b>NXP Semiconductors</b>(<b>NXPI</b>): It’s perhaps the riskiest of the bunch but may offer greater rewards.</li></ul><p>Tech stocks have suffered disproportionately in the current bear market, as they tend to do in every bear market. But the bullish long-term bias of the market tells us that stocks will almost certainly resume their uptrend. When they do, nearly all tech stocks should bounce to some extent, but the best tech stocks could soar.</p><p>Historically, the broader market tends to perform well during the November-to-April timespan. Of course, this is no guarantee for success. Still, it adds a powerful backdrop for those looking to put capital to work in one of the more speculative sectors of the market.</p><p>In searching for the best tech stocks to buy, we’re sticking with financial data. Leveraging the analytical tools ofGuruFocus.com, the below equities all feature fundamentally low risk and discounted prices.</p><p>Here are the best tech stocks to buy in November.</p><p><b>Nvidia (NVDA)</b></p><p>A multinational technology firm, <b>Nvidia</b>(NASDAQ:<b>NVDA</b>) primarily garnered attention through its specialty in graphics processing units. However, the company also made significant investments in deep learning and protocols involving artificial intelligence. Currently, the company commands a market capitalization of $345 billion. On a year-to-date basis, NVDA is down 53%.</p><p>Despite the steep losses, contrarian investors should consider gradually picking up shares.<i>GuruFocus</i> utilizes proprietary calculations to determine that NVDA stock is significantly undervalued. Based on more traditional metrics, Nvidia features excellent income-statement performance figures. For instance, the company’s three-year revenue growth rate stands at 31.3%. Its book growth rate during the aforementioned period hit 40.2%. Both stats rank at least near the 90th percentile for the industry. On the bottom line, Nvidia carries a net margin of 26%. This ranks above 87% of the competition.</p><p>To top it off, NVDA is tethered to a strong balance sheet. Mainly, its Altman Z-Score is a lofty 12 points, reflecting extremely low bankruptcy risk. Thus, NVDA easily ranks among the best tech stocks to buy in November.</p><p><b>Adobe (ADBE)</b></p><p><b>Adobe</b>(NASDAQ:<b>ADBE</b>) is a software company that mainly aligns with creatives. Historically, it’s known for the creation and publication of a wide range of content, including graphics, photography, illustration, animation, multimedia/video, motion pictures and print. Currently, Adobe carries a market cap of $151 billion after slipping 43% year to date.</p><p>Again, based on<i>GuruFocus’</i>proprietary metrics, Adobe rates as significantly undervalued. One traditional metric regarding valuation to consider is its price-earnings-growth ratio of 1.09. This rates favorably below the industry median of 1.4 times.</p><p>However, Adobe draws the most attention for its income statement-related performance. For example, the company’s three-year revenue growth rate and free cash flow growth rate stand at 21.9% and 23.7%, respectively. Both figures rank conspicuously above sector averages.</p><p>On the bottom line, Adobe carries a net margin of 28%, well above the industry median of 1.9%. Throw in a stable balance sheet and you have another solid candidate for best tech stocks to buy in November.</p><p><b>Intel (INTC)</b></p><p>One of the powerhouses in the semiconductor industry, <b>Intel</b>(NASDAQ:<b>INTC</b>) represents the world’s second-largest semiconductor chip manufacturer by revenue. Per its corporate profile, it’s also one of the developers of the x86 series of instruction sets, the instruction sets found in most personal computers. Presently, INTC commands a market cap of $119 billion and is down 44% for the year.</p><p>Despite sharp losses, INTC is among the best tech stocks to buy in November. Notably, INTC is significantly undervalued based on traditional metrics. Its forward P/E ratio is 10.1, below the industry median of 13.7. Also, its Shiller P/E ratio is 7.6, below the sector median of nearly 24.</p><p>On the income statement, Intel features an overall solid profile. Its three-year book growth rate stands at 12.4%, above 61.5% of the competition. For net margin, it hit 26%, better than 87% of its peers.</p><p><b>Taiwan Semiconductor (TSM)</b></p><p>A multinational semiconductor firm, <b>Taiwan Semiconductor</b> (NYSE:<b>TSM</b>) represents the world’s most valuable semiconductor company, the world’s largest dedicated independent semiconductor foundry, and one of Taiwan’s largest companies, per its public profile. Presently, TSM commands a market cap of nearly $322 billion and is down 48% year to date.</p><p>Despite the severe erosion of equity value, TSM ranks among the best tech stocks to buy in November for contrarians. Per<i>GuruFocus</i>, TSM is significantly undervalued. The company’s forward P/E ratio is 10.9 is below the industry median of 13.7. Also, its price-to-owner earnings ratio is 10.5, below the industry median of 16.1.</p><p>Primarily, though, TSM is all about its profitability machine. Gross, operating and net margins hit 55%, 44.7% and 40.6% respectively. Each of these metrics was well above sector median levels. As well, TSM enjoys solid growth figures, with its three-year revenue growth rate coming in at 15.5%. This ranks above 68.5% of the competition.</p><p><b>Applied Materials (AMAT)</b></p><p><b>Applied Materials</b>(NASDAQ:<b>AMAT</b>) represents the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world, per its website. Currently, Applied Materials features a market cap of $77 billion, and the stock is down 43% year to date.</p><p>Per<i>GuruFocus</i>, AMAT stock is significantly undervalued. A notable standout in terms of traditional metrics is its PEG ratio of 0.56. This ranks favorably below the industry median of 0.75.</p><p>Primarily, though, Applied Materials will likely draw attention as one of the best tech stocks to buy in November because of its high-quality business. Specifically, the company’s return on equity and return on assets hit 55.5% and 26.1%, respectively. Both stats rank among the upper echelons of the semiconductor industry.</p><p>To top it off, AMAT features a stable balance sheet. Most prominently, its Altman Z-Score of 7.5 implies low bankruptcy risk.</p><p><b>Lam Research (LRCX)</b></p><p><b>Lam Research</b>(NASDAQ:<b>LRCX</b>) is an American supplier of wafer fabrication equipment and related services to the semiconductor industry. Currently, the company carries a market cap of slightly over $55 billion after falling 44% year to date. The stock’s average daily volume is approximately 1.9 million shares.</p><p>Fundamentally, the case for LRCX as one of the top tech stocks to buy in November is two-fold. First, Lam represents a high-quality business. Its return on equity is a blistering 75.8%. That’s above 99% of the semiconductor industry. As well, the company’s return on assets hit 28.6%, ranking above 97% of its peers.</p><p>Second, Lam enjoys outstanding sales-related performance. For example, its three-year revenue growth rate is 26.6%, better than 84% of the competition. As well, the company’s book growth rate during the same period is 11.9%, better than nearly 60% of its rivals.</p><p><b>NXP Semiconductors (NXPI)</b></p><p>Netherlands-based <b>NXP Semiconductors</b>(NASDAQ:<b>NXPI</b>) is a semiconductor designer and manufacturer. After falling 33% this year, it has a market cap of roughly $40 billion. Average trading volume is around 2.1 million shares a day.</p><p>Interestingly, the YTD performance makes NXP one of the better-performing semiconductor firms. However, that’s not the reason why it’s on this list of best tech stocks to buy in November. Fundamentally, the stock is significantly undervalued based on proprietary calculations. And its forward P/E ratio of 10.6 is below the industry median of 13.7 times.</p><p>The company enjoys substantive profitability margins, including an operating margin of 27%, which ranks above 84% of its peers. It’s also a high-quality business with a return on equity of nearly 36%.</p><p>About the one glaring risk factor is balance sheet stability. Its Altman Z-Score pings at 2.4, which is in a gray zone. However, the higher-risk profile could lead to potentially greater gains.</p></body></html>","source":"investorplace","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 7 Best Tech Stocks to Buy in November</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 7 Best Tech Stocks to Buy in November\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-30 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/best-tech-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear significantly undervalued following a steep sell-off.Adobe(ADBE): Its income-statement performance is ...</p>\n\n<a href=\"https://investorplace.com/best-tech-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NXPI":"恩智浦","INTC":"英特尔","AMAT":"应用材料","TSM":"台积电","NVDA":"英伟达","ADBE":"Adobe","LRCX":"拉姆研究"},"source_url":"https://investorplace.com/best-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148576482","content_text":"These best tech stocks to buy all feature low risk and deep discounts.Nvidia(NVDA): Shares appear significantly undervalued following a steep sell-off.Adobe(ADBE): Its income-statement performance is impressive.Intel(INTC): Shares look compelling at this deeply discounted price.Taiwan Semiconductor(TSM): It’s a profit-generating machine.Applied Materials(AMAT): Its returns on equity and assets are among the best in the chip industry.Lam Research(LRCX): Its ROE and ROA are even better than those of Applied Materials.NXP Semiconductors(NXPI): It’s perhaps the riskiest of the bunch but may offer greater rewards.Tech stocks have suffered disproportionately in the current bear market, as they tend to do in every bear market. But the bullish long-term bias of the market tells us that stocks will almost certainly resume their uptrend. When they do, nearly all tech stocks should bounce to some extent, but the best tech stocks could soar.Historically, the broader market tends to perform well during the November-to-April timespan. Of course, this is no guarantee for success. Still, it adds a powerful backdrop for those looking to put capital to work in one of the more speculative sectors of the market.In searching for the best tech stocks to buy, we’re sticking with financial data. Leveraging the analytical tools ofGuruFocus.com, the below equities all feature fundamentally low risk and discounted prices.Here are the best tech stocks to buy in November.Nvidia (NVDA)A multinational technology firm, Nvidia(NASDAQ:NVDA) primarily garnered attention through its specialty in graphics processing units. However, the company also made significant investments in deep learning and protocols involving artificial intelligence. Currently, the company commands a market capitalization of $345 billion. On a year-to-date basis, NVDA is down 53%.Despite the steep losses, contrarian investors should consider gradually picking up shares.GuruFocus utilizes proprietary calculations to determine that NVDA stock is significantly undervalued. Based on more traditional metrics, Nvidia features excellent income-statement performance figures. For instance, the company’s three-year revenue growth rate stands at 31.3%. Its book growth rate during the aforementioned period hit 40.2%. Both stats rank at least near the 90th percentile for the industry. On the bottom line, Nvidia carries a net margin of 26%. This ranks above 87% of the competition.To top it off, NVDA is tethered to a strong balance sheet. Mainly, its Altman Z-Score is a lofty 12 points, reflecting extremely low bankruptcy risk. Thus, NVDA easily ranks among the best tech stocks to buy in November.Adobe (ADBE)Adobe(NASDAQ:ADBE) is a software company that mainly aligns with creatives. Historically, it’s known for the creation and publication of a wide range of content, including graphics, photography, illustration, animation, multimedia/video, motion pictures and print. Currently, Adobe carries a market cap of $151 billion after slipping 43% year to date.Again, based onGuruFocus’proprietary metrics, Adobe rates as significantly undervalued. One traditional metric regarding valuation to consider is its price-earnings-growth ratio of 1.09. This rates favorably below the industry median of 1.4 times.However, Adobe draws the most attention for its income statement-related performance. For example, the company’s three-year revenue growth rate and free cash flow growth rate stand at 21.9% and 23.7%, respectively. Both figures rank conspicuously above sector averages.On the bottom line, Adobe carries a net margin of 28%, well above the industry median of 1.9%. Throw in a stable balance sheet and you have another solid candidate for best tech stocks to buy in November.Intel (INTC)One of the powerhouses in the semiconductor industry, Intel(NASDAQ:INTC) represents the world’s second-largest semiconductor chip manufacturer by revenue. Per its corporate profile, it’s also one of the developers of the x86 series of instruction sets, the instruction sets found in most personal computers. Presently, INTC commands a market cap of $119 billion and is down 44% for the year.Despite sharp losses, INTC is among the best tech stocks to buy in November. Notably, INTC is significantly undervalued based on traditional metrics. Its forward P/E ratio is 10.1, below the industry median of 13.7. Also, its Shiller P/E ratio is 7.6, below the sector median of nearly 24.On the income statement, Intel features an overall solid profile. Its three-year book growth rate stands at 12.4%, above 61.5% of the competition. For net margin, it hit 26%, better than 87% of its peers.Taiwan Semiconductor (TSM)A multinational semiconductor firm, Taiwan Semiconductor (NYSE:TSM) represents the world’s most valuable semiconductor company, the world’s largest dedicated independent semiconductor foundry, and one of Taiwan’s largest companies, per its public profile. Presently, TSM commands a market cap of nearly $322 billion and is down 48% year to date.Despite the severe erosion of equity value, TSM ranks among the best tech stocks to buy in November for contrarians. PerGuruFocus, TSM is significantly undervalued. The company’s forward P/E ratio is 10.9 is below the industry median of 13.7. Also, its price-to-owner earnings ratio is 10.5, below the industry median of 16.1.Primarily, though, TSM is all about its profitability machine. Gross, operating and net margins hit 55%, 44.7% and 40.6% respectively. Each of these metrics was well above sector median levels. As well, TSM enjoys solid growth figures, with its three-year revenue growth rate coming in at 15.5%. This ranks above 68.5% of the competition.Applied Materials (AMAT)Applied Materials(NASDAQ:AMAT) represents the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world, per its website. Currently, Applied Materials features a market cap of $77 billion, and the stock is down 43% year to date.PerGuruFocus, AMAT stock is significantly undervalued. A notable standout in terms of traditional metrics is its PEG ratio of 0.56. This ranks favorably below the industry median of 0.75.Primarily, though, Applied Materials will likely draw attention as one of the best tech stocks to buy in November because of its high-quality business. Specifically, the company’s return on equity and return on assets hit 55.5% and 26.1%, respectively. Both stats rank among the upper echelons of the semiconductor industry.To top it off, AMAT features a stable balance sheet. Most prominently, its Altman Z-Score of 7.5 implies low bankruptcy risk.Lam Research (LRCX)Lam Research(NASDAQ:LRCX) is an American supplier of wafer fabrication equipment and related services to the semiconductor industry. Currently, the company carries a market cap of slightly over $55 billion after falling 44% year to date. The stock’s average daily volume is approximately 1.9 million shares.Fundamentally, the case for LRCX as one of the top tech stocks to buy in November is two-fold. First, Lam represents a high-quality business. Its return on equity is a blistering 75.8%. That’s above 99% of the semiconductor industry. As well, the company’s return on assets hit 28.6%, ranking above 97% of its peers.Second, Lam enjoys outstanding sales-related performance. For example, its three-year revenue growth rate is 26.6%, better than 84% of the competition. As well, the company’s book growth rate during the same period is 11.9%, better than nearly 60% of its rivals.NXP Semiconductors (NXPI)Netherlands-based NXP Semiconductors(NASDAQ:NXPI) is a semiconductor designer and manufacturer. After falling 33% this year, it has a market cap of roughly $40 billion. Average trading volume is around 2.1 million shares a day.Interestingly, the YTD performance makes NXP one of the better-performing semiconductor firms. However, that’s not the reason why it’s on this list of best tech stocks to buy in November. Fundamentally, the stock is significantly undervalued based on proprietary calculations. And its forward P/E ratio of 10.6 is below the industry median of 13.7 times.The company enjoys substantive profitability margins, including an operating margin of 27%, which ranks above 84% of its peers. It’s also a high-quality business with a return on equity of nearly 36%.About the one glaring risk factor is balance sheet stability. Its Altman Z-Score pings at 2.4, which is in a gray zone. However, the higher-risk profile could lead to potentially greater gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932872984,"gmtCreate":1662936674649,"gmtModify":1676537163983,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9932872984","repostId":"1168017166","repostType":4,"repost":{"id":"1168017166","pubTimestamp":1662861884,"share":"https://ttm.financial/m/news/1168017166?lang=&edition=fundamental","pubTime":"2022-09-11 10:04","market":"us","language":"en","title":"Disney Boss Rejects Dan Loeb’s Calls to Spin off ESPN","url":"https://stock-news.laohu8.com/highlight/detail?id=1168017166","media":"Financial Times","summary":"Bob Chapek, Walt Disney chief executive, has rejected calls by activist investor Dan Loeb to sell or","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/00679153a5fcaf272c7dd3086b697c37\" tg-width=\"1400\" tg-height=\"788\" referrerpolicy=\"no-referrer\"/></p><p>Bob Chapek, Walt Disney chief executive, has rejected calls by activist investor Dan Loeb to sell or spin off the ESPN sports television network, vowing to restore the business to its onetime status as a growth engine of the company.</p><p>Loeb, whose Third Point hedge fund revealed in August that it had bought a $1bn stake in the company, called for ESPN to be spun off to reduce Disney’s debtload — just one element of a sweeping plan to shake up the media company.</p><p>In an interview with the FT, Chapek said Disney had been “deluged” with interest from companies seeking to buy ESPN earlier this year amid rumours that the company was weighing a sale of the cable network.</p><p>“If everyone wants to come in and buy it or spin it with us, I think that says something about its potential,” Chapek said. “I think its potential is within the Disney company.”</p><p>ESPN broadcasts live sports in the US, including games of the National Football League, National Basketball Association and Major League Baseball.</p><p>“We have a plan for it that will restore ESPN to its growth trajectory,” Chapek said. “When the rest of the world knows what our plans are they will be as confident about that proposition as we are.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a145f5f8f3be0effe2c12dfdbde647f3\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>Bob Chapek speaks at the 2022 Disney Legends Awards during Disney’s D23 Expo on Saturday © REUTERS</span></p><p>Chapek said he has “regular conversations” with Loeb, who also took a stake in Disney in 2020 that he sold early this year. He characterised the conversations as “very collaborative, non-antagonistic and collegial”, including around Loeb’s recommendations to change the composition of the Disney board.</p><p>He defended the board, saying that the average tenure is four years and has a broad “range of skillsets”.</p><p>But he added: “We’re so consistent with Dan’s thinking that everything he’s talked about are either things we have considered in the past or are considering for the future.”</p><p>Loeb has also called on Disney to purchase Comcast’s 33 per cent stake in the Hulu streaming service earlier than January 2024, when Disney has the option to purchase the remaining stake. Some analysts on Wall Street are also calling for Disney to settle the Hulu ownership soon.</p><p>Chapek said he would “love” to settle the matter sooner but that Comcast has seemed reluctant.</p><p>“We have talked to them numerous times over the past year-plus,” he said. “If that were in the cards we would love to do that, but it takes two to tango.” He noted that market sentiment has changed significantly since the agreement was struck, when investors were more bullish on streaming.</p><p>Chapek spoke on the sidelines of the annual D23 conference in Anaheim, California, where the company revealed its streaming and theatrical slate to thousands of Disney fans. Disney showed off trailers of two highly anticipated films coming this autumn, the Black Panther sequel Wakanda Forever and Avatar: The Way of Water.</p><p>It also previewed a run of original series on Disney Plus, including the Star Wars prequel Andor and the Marvel series Secret Invasion.</p><p>Chapek said the autumn slate represented the end of a Covid-induced production bottleneck. “This is our new steady state (of production),” he said, saying that both the pace of production and the size of its content budget — currently about $30bn — would remain level.</p><p>Disney has continued to add new customers to its streaming services this year, and by some measures its overall streaming operations have surpassed Netflix in subscribers. But Netflix’s revelation that it has lost more than 1mn subscribers this year has cast a pall over the entire streaming business, with investors growing concerned over high content spending and clamouring for a clear path to profitability.</p><p>Disney’s theme park business is also recovering strongly despite the closure of parks in China, analysts said. But shares are down 26.5 per cent this year, compared to a decline of 15.2 per cent for the S&amp;P 500.</p><p>Chapek said Disney has “commercial momentum that is enviable” both in its content and theme parks businesses, but was suffering from investor “malaise” around streaming due to Netflix’s problems.</p><p>“For a long time we benefited from being just like Netflix because we were a streaming company,” he said. “It’s not unexpected that we would get painted with the same brush [but] we’re not the same company.”</p></body></html>","source":"lsy1580170736413","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>Disney Boss Rejects Dan Loeb’s Calls to Spin off ESPN</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney Boss Rejects Dan Loeb’s Calls to Spin off ESPN\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-11 10:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.ft.com/content/78adc493-8d32-401f-afff-2dc3757c5c3c><strong>Financial Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bob Chapek, Walt Disney chief executive, has rejected calls by activist investor Dan Loeb to sell or spin off the ESPN sports television network, vowing to restore the business to its onetime status ...</p>\n\n<a href=\"https://www.ft.com/content/78adc493-8d32-401f-afff-2dc3757c5c3c\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://www.ft.com/content/78adc493-8d32-401f-afff-2dc3757c5c3c","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168017166","content_text":"Bob Chapek, Walt Disney chief executive, has rejected calls by activist investor Dan Loeb to sell or spin off the ESPN sports television network, vowing to restore the business to its onetime status as a growth engine of the company.Loeb, whose Third Point hedge fund revealed in August that it had bought a $1bn stake in the company, called for ESPN to be spun off to reduce Disney’s debtload — just one element of a sweeping plan to shake up the media company.In an interview with the FT, Chapek said Disney had been “deluged” with interest from companies seeking to buy ESPN earlier this year amid rumours that the company was weighing a sale of the cable network.“If everyone wants to come in and buy it or spin it with us, I think that says something about its potential,” Chapek said. “I think its potential is within the Disney company.”ESPN broadcasts live sports in the US, including games of the National Football League, National Basketball Association and Major League Baseball.“We have a plan for it that will restore ESPN to its growth trajectory,” Chapek said. “When the rest of the world knows what our plans are they will be as confident about that proposition as we are.”Bob Chapek speaks at the 2022 Disney Legends Awards during Disney’s D23 Expo on Saturday © REUTERSChapek said he has “regular conversations” with Loeb, who also took a stake in Disney in 2020 that he sold early this year. He characterised the conversations as “very collaborative, non-antagonistic and collegial”, including around Loeb’s recommendations to change the composition of the Disney board.He defended the board, saying that the average tenure is four years and has a broad “range of skillsets”.But he added: “We’re so consistent with Dan’s thinking that everything he’s talked about are either things we have considered in the past or are considering for the future.”Loeb has also called on Disney to purchase Comcast’s 33 per cent stake in the Hulu streaming service earlier than January 2024, when Disney has the option to purchase the remaining stake. Some analysts on Wall Street are also calling for Disney to settle the Hulu ownership soon.Chapek said he would “love” to settle the matter sooner but that Comcast has seemed reluctant.“We have talked to them numerous times over the past year-plus,” he said. “If that were in the cards we would love to do that, but it takes two to tango.” He noted that market sentiment has changed significantly since the agreement was struck, when investors were more bullish on streaming.Chapek spoke on the sidelines of the annual D23 conference in Anaheim, California, where the company revealed its streaming and theatrical slate to thousands of Disney fans. Disney showed off trailers of two highly anticipated films coming this autumn, the Black Panther sequel Wakanda Forever and Avatar: The Way of Water.It also previewed a run of original series on Disney Plus, including the Star Wars prequel Andor and the Marvel series Secret Invasion.Chapek said the autumn slate represented the end of a Covid-induced production bottleneck. “This is our new steady state (of production),” he said, saying that both the pace of production and the size of its content budget — currently about $30bn — would remain level.Disney has continued to add new customers to its streaming services this year, and by some measures its overall streaming operations have surpassed Netflix in subscribers. But Netflix’s revelation that it has lost more than 1mn subscribers this year has cast a pall over the entire streaming business, with investors growing concerned over high content spending and clamouring for a clear path to profitability.Disney’s theme park business is also recovering strongly despite the closure of parks in China, analysts said. But shares are down 26.5 per cent this year, compared to a decline of 15.2 per cent for the S&P 500.Chapek said Disney has “commercial momentum that is enviable” both in its content and theme parks businesses, but was suffering from investor “malaise” around streaming due to Netflix’s problems.“For a long time we benefited from being just like Netflix because we were a streaming company,” he said. “It’s not unexpected that we would get painted with the same brush [but] we’re not the same company.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903891044,"gmtCreate":1658997029700,"gmtModify":1676536241418,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903891044","repostId":"1107174113","repostType":4,"repost":{"id":"1107174113","pubTimestamp":1658990914,"share":"https://ttm.financial/m/news/1107174113?lang=&edition=fundamental","pubTime":"2022-07-28 14:48","market":"us","language":"en","title":"U.S. Q2 GDP Come Today. The Recession Debate Won’t End","url":"https://stock-news.laohu8.com/highlight/detail?id=1107174113","media":"Barrons","summary":"The U.S. economy likely grew slightly in the second quarter as consumer spending slowed amid rising ","content":"<html><head></head><body><p>The U.S. economy likely grew slightly in the second quarter as consumer spending slowed amid rising prices and a slump in new home sales. Don’t expect the debate over recession to fade, however.</p><p>Economists expect gross-domestic product grew at a 0.3% annual rate between March and June, consensus expectations show, a sluggish pace that nonetheless suggests a turnaround from the first quarter’s 1.6% decline. But economists’ estimates vary significantly: The closely watched Federal Reserve Bank of Atlanta’s GDPNow forecast, for example, shows an expected 1.2% decline between the first and second quarters on an annualized basis.</p><p>A second consecutive quarter of GDP declines would ring alarm bells and fuel concerns that the U.S. has already dropped into a recession, given that two quarters of negative growth has historically been one criterion of a formal downturn. But the National Bureau of Economic Research, the official arbiter of U.S. recessions, looks at a broader set of factors in making its determination and is watching for “a significant decline in economic activity that is spread across the economy and that lasts more than a few months.”</p><p>Given the current strength of the U.S. labor market and healthy business and consumer balance sheets, most economists agree that even if data shows the economy shrank again for the second straight quarter, the key elements of a recession have not yet been met.</p><p>“But ‘yet’ is the operative word,” says Diane Swonk, chief economist with KPMG. “Because momentum is slowing, and we’re getting closer to the edge. And it’s hard, when you get close to the edge, to not fall into the canyon.”</p><p>The top concern for economists ahead of the second-quarter GDP data release is that slowdowns in the most recent period are likely to be more worrisome and show more fundamental weakness than the factors that dragged down growth at the start of the year.</p><p>Between January and March, much of the decline was due to one-off factors including a surge in imports, which count as a subtraction in the calculation of GDP, and a decline in the pace of inventory restocking. But the elements that better reflect the economy’s momentum, including consumer spending and private investment, remained strong.</p><p>That is likely to have shifted in the second quarter, when sluggish growth—or potential contraction—was driven more by fundamental weakness, including consumer spending softening and business fixed investment slowing.</p><p>“There’s less of a way to explain away the weakness in Q2,” says Tim Quinlan, senior economist with Wells Fargo.“This feels to be like an economy that’s actually losing momentum.”</p><p>For the Federal Reserve, some softening is both expected and necessary in order to rein in inflation. Fed Chairman Jerome Powell said Wednesdaythat the central bank is watching what it sees as “a marked slowing in the second quarter that is fairly broad.” But he added that the Fed wants to see demand running below potential for a sustained period in order to “give inflation a chance to come down.”</p><p>Plus, given that the numbers being released Thursday will be revised twice before they’re final, “you tend to take first GDP reports, I think, with a grain of salt,” Powell said. “But of course, it’s something we’ll be looking at.”</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Q2 GDP Come Today. The Recession Debate Won’t End</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Q2 GDP Come Today. The Recession Debate Won’t End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 14:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/us-gdp-second-quarter-51658959193?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The U.S. economy likely grew slightly in the second quarter as consumer spending slowed amid rising prices and a slump in new home sales. Don’t expect the debate over recession to fade, however....</p>\n\n<a href=\"https://www.barrons.com/articles/us-gdp-second-quarter-51658959193?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/us-gdp-second-quarter-51658959193?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107174113","content_text":"The U.S. economy likely grew slightly in the second quarter as consumer spending slowed amid rising prices and a slump in new home sales. Don’t expect the debate over recession to fade, however.Economists expect gross-domestic product grew at a 0.3% annual rate between March and June, consensus expectations show, a sluggish pace that nonetheless suggests a turnaround from the first quarter’s 1.6% decline. But economists’ estimates vary significantly: The closely watched Federal Reserve Bank of Atlanta’s GDPNow forecast, for example, shows an expected 1.2% decline between the first and second quarters on an annualized basis.A second consecutive quarter of GDP declines would ring alarm bells and fuel concerns that the U.S. has already dropped into a recession, given that two quarters of negative growth has historically been one criterion of a formal downturn. But the National Bureau of Economic Research, the official arbiter of U.S. recessions, looks at a broader set of factors in making its determination and is watching for “a significant decline in economic activity that is spread across the economy and that lasts more than a few months.”Given the current strength of the U.S. labor market and healthy business and consumer balance sheets, most economists agree that even if data shows the economy shrank again for the second straight quarter, the key elements of a recession have not yet been met.“But ‘yet’ is the operative word,” says Diane Swonk, chief economist with KPMG. “Because momentum is slowing, and we’re getting closer to the edge. And it’s hard, when you get close to the edge, to not fall into the canyon.”The top concern for economists ahead of the second-quarter GDP data release is that slowdowns in the most recent period are likely to be more worrisome and show more fundamental weakness than the factors that dragged down growth at the start of the year.Between January and March, much of the decline was due to one-off factors including a surge in imports, which count as a subtraction in the calculation of GDP, and a decline in the pace of inventory restocking. But the elements that better reflect the economy’s momentum, including consumer spending and private investment, remained strong.That is likely to have shifted in the second quarter, when sluggish growth—or potential contraction—was driven more by fundamental weakness, including consumer spending softening and business fixed investment slowing.“There’s less of a way to explain away the weakness in Q2,” says Tim Quinlan, senior economist with Wells Fargo.“This feels to be like an economy that’s actually losing momentum.”For the Federal Reserve, some softening is both expected and necessary in order to rein in inflation. Fed Chairman Jerome Powell said Wednesdaythat the central bank is watching what it sees as “a marked slowing in the second quarter that is fairly broad.” But he added that the Fed wants to see demand running below potential for a sustained period in order to “give inflation a chance to come down.”Plus, given that the numbers being released Thursday will be revised twice before they’re final, “you tend to take first GDP reports, I think, with a grain of salt,” Powell said. “But of course, it’s something we’ll be looking at.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090583688,"gmtCreate":1643231829311,"gmtModify":1676533786875,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Rate will be higher","listText":"Rate will be higher","text":"Rate will be higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090583688","repostId":"1144558218","repostType":4,"repost":{"id":"1144558218","pubTimestamp":1643227441,"share":"https://ttm.financial/m/news/1144558218?lang=&edition=fundamental","pubTime":"2022-01-27 04:04","market":"us","language":"en","title":"Dow Jones, Nasdaq, S&P 500 are Under Pressure as Powell Sees Lots of Room to Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1144558218","media":"Seeking Alpha","summary":"The stock market is under selling pressure as Federal Reserve Chairman Jay Powell says there isplent","content":"<html><head></head><body><ul><li>The stock market is under selling pressure as Federal Reserve Chairman Jay Powell says there isplenty of room toraise rates.</li><li>Trading remains very choppy. The VIX, while still lower, is back above 30.</li><li>The Dow(DJI)turned negative briefly and is flat. Boeing is weighing on the index.</li><li>The Nasdaq(COMP.IND)+1%and S&amp;P 500(SP500)+0.5%are seeing sharp swings.</li><li>Seven of the 11 S&amp;P sectors are now lower.</li><li>The 10-year Treasury yield is up 7 basis points to 1.86%. Rates bounced when Powell said he wouldn&#39;t rule out back-to-back rate hikes.</li><li>This time around, the Fed kept rates steady, didn&#39;t pull tapering forward and isn&#39;t going to look at reducing the balance sheet until after it starts raising rates.</li><li>&#34;In short, nothing to scare markets today, and we expect some of the more aggressive forecasts for rate hike and balance sheet run-off to be scaled back before the March meeting,&#34; Pantheon Macro says. &#34;As before, though, stocks, especially tech, will remain vulnerable to comments from some of the more hawkish FOMC members.&#34;</li><li>Investors initially piled further into risk with no signs of renewed urgency from the Fed, but may be thinking now that it isn&#39;t taking the inflation threat seriously enough.</li><li>While the taper goes on, the Fed is still doing QE, expanding its balance sheet and pumping cash into the system.</li><li>&#34;It&#39;s appropriate at this time to start to reduce the balance sheet and let interest rates find their own equilibrium,&#34; Scott Minerd of Guggenheim said on Bloomberg.</li><li>The Info Tech sector is still leading, thanks in good part to a jump in Microsoft. Its earnings and guidance are living up to the legend,Citi says.</li><li>Utilities and Consumer Staples are still the two sectors in the red.</li><li>Among active stocks, Corning is the best performer in the S&amp;P thanks to strong numbers and outlook.</li><li>F5 is the biggest decliner on supply chain worries.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow Jones, Nasdaq, S&P 500 are Under Pressure as Powell Sees Lots of Room to Hike</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\">\nDow Jones, Nasdaq, S&P 500 are Under Pressure as Powell Sees Lots of Room to Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-27 04:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3791684-nasdaq-sp-500-dow-jones-futures-surge-ahead-of-fed><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market is under selling pressure as Federal Reserve Chairman Jay Powell says there isplenty of room toraise rates.Trading remains very choppy. The VIX, while still lower, is back above 30....</p>\n\n<a href=\"https://seekingalpha.com/news/3791684-nasdaq-sp-500-dow-jones-futures-surge-ahead-of-fed\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/news/3791684-nasdaq-sp-500-dow-jones-futures-surge-ahead-of-fed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144558218","content_text":"The stock market is under selling pressure as Federal Reserve Chairman Jay Powell says there isplenty of room toraise rates.Trading remains very choppy. The VIX, while still lower, is back above 30.The Dow(DJI)turned negative briefly and is flat. Boeing is weighing on the index.The Nasdaq(COMP.IND)+1%and S&P 500(SP500)+0.5%are seeing sharp swings.Seven of the 11 S&P sectors are now lower.The 10-year Treasury yield is up 7 basis points to 1.86%. Rates bounced when Powell said he wouldn't rule out back-to-back rate hikes.This time around, the Fed kept rates steady, didn't pull tapering forward and isn't going to look at reducing the balance sheet until after it starts raising rates.\"In short, nothing to scare markets today, and we expect some of the more aggressive forecasts for rate hike and balance sheet run-off to be scaled back before the March meeting,\" Pantheon Macro says. \"As before, though, stocks, especially tech, will remain vulnerable to comments from some of the more hawkish FOMC members.\"Investors initially piled further into risk with no signs of renewed urgency from the Fed, but may be thinking now that it isn't taking the inflation threat seriously enough.While the taper goes on, the Fed is still doing QE, expanding its balance sheet and pumping cash into the system.\"It's appropriate at this time to start to reduce the balance sheet and let interest rates find their own equilibrium,\" Scott Minerd of Guggenheim said on Bloomberg.The Info Tech sector is still leading, thanks in good part to a jump in Microsoft. Its earnings and guidance are living up to the legend,Citi says.Utilities and Consumer Staples are still the two sectors in the red.Among active stocks, Corning is the best performer in the S&P thanks to strong numbers and outlook.F5 is the biggest decliner on supply chain worries.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125133939,"gmtCreate":1624663198521,"gmtModify":1703842917215,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"More usage but need support","listText":"More usage but need support","text":"More usage but need support","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/125133939","repostId":"2146023165","repostType":4,"repost":{"id":"2146023165","pubTimestamp":1624614720,"share":"https://ttm.financial/m/news/2146023165?lang=&edition=fundamental","pubTime":"2021-06-25 17:52","market":"us","language":"en","title":"Microsoft sent a strong signal to developers that could hurt Apple and Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023165","media":"Yahoo Finance","summary":"Microsoft  launched a broadside against rivals Apple  and Google  on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.“Windows has always stood for sovereignty for creators and agency for consumer","content":"<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.</p>\n<p>That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.</p>\n<p>“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”</p>\n<p>The move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.</p>\n<p>Apple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.</p>\n<p>Google, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.</p>\n<h3><b>Microsoft has been criticizing Apple’s policies</b></h3>\n<p>This isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.</p>\n<p>More recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.</p>\n<p>That led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and <a href=\"https://laohu8.com/S/FB\">Facebook</a>.</p>\n<p><img src=\"https://static.tigerbbs.com/d92ddac610658f60945c72fc4da23210\" tg-width=\"1024\" tg-height=\"640\" referrerpolicy=\"no-referrer\">Microsoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft</p>\n<p>Microsoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.</p>\n<p>Epic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.</p>\n<p>Epic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.</p>\n<h3><b>Microsoft could win over developers</b></h3>\n<p>With its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.</p>\n<p>While Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft sent a strong signal to developers that could hurt Apple and Google</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft sent a strong signal to developers that could hurt Apple and Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","QNETCN":"纳斯达克中美互联网老虎指数","MSFT":"微软","GOOGL":"谷歌A","03086":"华夏纳指","AAPL":"苹果","GOOG":"谷歌"},"source_url":"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2146023165","content_text":"Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.\nThat’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.\n“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”\nThe move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.\nApple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.\nGoogle, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.\nMicrosoft has been criticizing Apple’s policies\nThis isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.\nMore recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.\nThat led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and Facebook.\nMicrosoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft\nMicrosoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.\nEpic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.\nEpic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.\nMicrosoft could win over developers\nWith its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.\nWhile Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"content":"so can earn more","text":"so can earn more","html":"so can earn more"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196706612,"gmtCreate":1621117384736,"gmtModify":1704352923039,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Most stocks prices are high now. Good to wait for some correction.","listText":"Most stocks prices are high now. Good to wait for some correction.","text":"Most stocks prices are high now. Good to wait for some correction.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/196706612","repostId":"1185220705","repostType":4,"repost":{"id":"1185220705","pubTimestamp":1621001944,"share":"https://ttm.financial/m/news/1185220705?lang=&edition=fundamental","pubTime":"2021-05-14 22:19","market":"us","language":"en","title":"7 Hot Stocks To Buy Now For A Summer Of Reopenings","url":"https://stock-news.laohu8.com/highlight/detail?id=1185220705","media":"InvestorPlace","summary":"These hot stocks to buy are well positioned to benefit from a healing economy.\n\nVolatility is on the","content":"<blockquote>\n <b>These hot stocks to buy are well positioned to benefit from a healing economy.</b>\n</blockquote>\n<p>Volatility is on the rise, putting the pressure on many high growth stocks. As we all get ready to welcome summer days that more closely resemble our pre-pandemic lives, the markets are rotating away from the growth stocks it favored during lockdowns and quarantines, especially tech shares.</p>\n<p>For instance, the tech-heavy<b>NASDAQ 100</b>index is down more than 4% since the start of May. As a result, many retail investors are wondering which sectors and stocks might be do well in the remaining days of the quarter.</p>\n<p>The ongoing Covid-19 pandemic remains the most crucial market factor. Last year, that meant buying businesses that benefited from trends resulting from the pandemic and the lockdown (such as digitalization, health care, renewable energy or work-from-home). However, many of this year’s leading stocks are those most likely to benefit from a recovering economy and a ‘return to normalcy.’</p>\n<p>With that information, here are seven hot stocks to buy:</p>\n<ul>\n <li><b>Align Technology</b>(NASDAQ:<b><u>ALGN</u></b>)</li>\n <li><b>Ford Motor</b>(NYSE:<b><u>F</u></b>)</li>\n <li><b>Freeport-McMoRan</b>(NYSE:<b><u>FCX</u></b>)</li>\n <li><b>Hilton Worldwide</b>(NYSE:<b><u>HLT</u></b>)</li>\n <li><b>Stryker</b>(NYSE:<b><u>SYK</u></b>)</li>\n <li><b>Take-Two Interactive</b>(NASDAQ:<b><u>TTWO</u></b>)</li>\n <li><b>Verizon Communications</b>(NYSE:<b><u>VZ</u></b>)</li>\n</ul>\n<p>Over the past 12 months, investors were able to find quality names at good value. Now, valuation levels are quite stretched. Yet, there are still plenty of robust investment opportunities out there, especially for long-term investors.</p>\n<p><b>Hot stocks to buy:</b>&nbsp;<b><b>Align Technology</b></b><b>(ALGN)</b><img src=\"https://static.tigerbbs.com/d1e5a088c59cdc7b46f9f8be1a68931e\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: rafapress / Shutterstock.com</p>\n<p><b>52-week range:</b><b>$</b><b>195.56</b><b>– $</b><b>647.20</b></p>\n<p>Dental device groupAlign Technology is primarily known for its Invisalign system, an alternative to traditional braces to correct malocclusions, or misalignment of the teeth. You might know of this product as invisible dental braces. The company also manufactures scanners and offers computer-aided design (CAD) services to support the customization of these liners.</p>\n<p>Align Technologyreported record-setting first quarter resultson April 28. Total revenue was $894.8 million, up 62.4% year-over-year (YoY). On a non-GAAP basis, first quarter net income was $198.4 million, or $2.49 per diluted share. This represented a 242% increase from $57.9 million, or 73 cents per diluted share, recorded in the prior year quarter.Cash and equivalents stood at $1.1 billion.</p>\n<p>CEO Joe Hogan said:</p>\n<blockquote>\n “It’s remarkable to think about the pace of growth and adoption that we are experiencing worldwide, especially when considering it took 10 years to achieve our one millionth Invisalign patient milestone. Now we are adding one million new Invisalign patients in less than six months.”\n</blockquote>\n<p>The pandemic has meant many individuals had to postpone non-essential dental procedures. As our economy opens up further, more people are likely to start elective dental procedures, such as tooth straightening treatments. Meanwhile, the number of orthodontists and general practitioner dentists using theInvisalign system stateside is on the rise. Therefore, the company is likely to keep growing for many quarters to come. Its market capitalization (cap) stands at $43 billion.</p>\n<p>Year-to-date (YTD), the shares are up 3% and hit a record high in late April. ALGN stock’s forward price-to-earnings (P/E) and price-to-sales (P/S) ratios are 65.36 and 16.88.</p>\n<p>Short-term profit-taking could put pressure on the shares. A potential decline toward $520 would improve the margin of safety.</p>\n<p><b>Ford Motor</b>(F)<img src=\"https://static.tigerbbs.com/8f2a0f3d677a90ffec184c1164d5366b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Vitaliy Karimov / Shutterstock.com</p>\n<p><b>52-week range: $4.52&nbsp;– $13.62</b></p>\n<p>Legacy automaker Ford Motorreported first quarter resultsin late April. Revenue increased 6% to $36.2 billion. GAAP net income was $3.3 billion, compared to net loss of $2 billion in the prior year quarter.Adjusted earnings per share came at 89 cents.</p>\n<p>CEO Jim Farley regards the Mustang Mach-E GT as Ford’s first serious push into theelectric vehicle(EV) space. Going forward, CFO John Lawler highlighted that semiconductor shortage, exacerbated by a recent fire at a supplier plant in Japan, would likely get worse before bottoming out in Q2. The auto industry, as well as many other sectors, are under pressure due to the chip shortage worldwide.</p>\n<p>YTD, Ford shares are up over 32%. Forward P/E and P/S ratios stand at 11.76 and 0.37, respectively. Since the earnings report, F stock has come under pressure. Any further decline toward $10 would improve the risk/return profile.</p>\n<p>In addition to its legacy business, the new decade will likely see Ford gain gain market share in the growing EV industry. Buy-and-hold investor should put the shares on their radar.</p>\n<p><b>Freeport-McMoRan</b>(FCX)<img src=\"https://static.tigerbbs.com/6ab2c325ffcebae5165f020a789bb1e7\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: MICHAEL A JACKSON FILMS / Shutterstock.com</p>\n<p><b>52-week range:</b><b>$7.80&nbsp;– $44.50</b></p>\n<p>Next in line is one of the largest copper miners worldwide, the Phoenix,Arizona-based Freeport-McMoRan. Itssegments include refined copper products, copper in concentrate, gold, molybdenum, oil and other.</p>\n<p>Regular<i>InvestorPlace.com</i>readers know well how copper has been under the spotlight in recent months. It is a critical commodity, seeing high demand as the economy opens up further. In addition, copper is used in infrastructure projects, such as construction, transportation and electrical networks. This major industrial metal is also used heavily in the transition to renewable energy. And EVs use up to four times more copper than traditional cars.</p>\n<p>Freeport-McMoRanreported&nbsp;first-quarter resultsin late April. Consolidated sales came in at $4.85 billion, a73.3% YoY increase from$2.80 billion in the prior year period. Adjusted net income totaled $756 million, or 51 cents per diluted share. As of March 31, the company had $4.58 billion in cash and equivalents.</p>\n<p>CEO Richard C. Adkerson said:</p>\n<blockquote>\n “We are well positioned for long-term success as a leading producer of copper required for a growing global economy and accelerating demand from copper’s critical role in building infrastructure and the transition to clean energy.”\n</blockquote>\n<p>Since the start of the year, FCX stock has returned over 60%. Forward P/E and P/S ratios are16.98and 3.97, respectively. Copper bulls could look to buy the dips in the shares.</p>\n<p><b>Hilton Worldwide</b>(HLT)<img src=\"https://static.tigerbbs.com/b8b940753d6293ed4c2b162c8dd4b63f\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: josefkubes / Shutterstock.com</p>\n<p><b>52-week range:</b><b>$</b><b>62.47</b><b>– $</b><b>132.69</b></p>\n<p>Hilton Worldwide is one of the leading names in theleisure and hotel space, operating more than a million rooms across 18 brands. Needless to say, for over a year, hotel room bookings have taken a beating.</p>\n<p>Hampton and Hilton are currently the group’s two largest brands by total room count at 28% and 21%, respectively. For hotels, revenue per available room is the key measure of top-line performance.</p>\n<p>Hiltonreported first quarter resultson May 5.Total revenue fell more than 54% to $874 million. Revenue per available room declined about 38% from a year earlier. Net loss was $109 million.</p>\n<p>CEO Christopher J. Nassetta remarked, “While rising COVID-19 cases and tightened travel restrictions, particularly across Europe and our Asia Pacific region, weighed on demand in January and February, we saw meaningful improvement in March and April. We expect this positive momentum to continue as vaccines are more widely distributed and our customers feel safe traveling again.”</p>\n<p>So far in 2021, HLT stock is up 9%. Forward P/E and P/S ratios are47.85and10.54respectively. Many investors see the shares as a bet on the post-pandemic recovery. Buy-and-hold investors should regard a decline toward the $110 level as an opportune point of entry into the shares.</p>\n<p><b>Stryker (SYK)</b><img src=\"https://static.tigerbbs.com/4312ffefa76a295e858a21726a3fa090\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Shutterstock</p>\n<p><b>52-week range: $171.75-268.04</b></p>\n<p>Kalamazoo, Michigan-based Stryker manufactures medical equipment, consumable supplies and implantable devices. Its product portfolio includes hip and knee replacements, endoscopy systems, operating room equipment, embolic coils and spinal devices. As for many companies, the pandemic meant a disruption of business.</p>\n<p>Stryker releasedQ1 2021 figuresin recent weeks. The company’s top line increased 10.2% YoY to $4 billion. Adjusted diluted EPS was $1.93, a 4.9% YoY increase. Quarter-end cash and equivalents stood at $2.2 billion.</p>\n<p>Management cited, “As we recover from the pandemic, we continue to expect 2021 organic net sales growth to be in the range of 8% to 10% from 2019, as this is a more normal baseline given the variability throughout 2020, and now expect adjusted net earnings per diluted share to be in the range of $9.05 to $9.30.”</p>\n<p>YTD, Stryker stock has returned about 4% and hit a record high in late April. The current price supports a dividend yield of 0.99%. As life gets back to normal in the coming months, the company should see higher procedure volumes, translating into stronger revenue.</p>\n<p>Furthermore, our country is aging. Thus, its products are likely to be used by more individuals. However, the shares are richly valued. Forward P/Eand P/S ratios are 27.78 and 6.59.</p>\n<p>Interested investors would find better value around $240.</p>\n<p><b>Take-Two Interactive</b>(TTWO)<img src=\"https://static.tigerbbs.com/cd6a5001e1afc373b4f5e7eab41193f8\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Thomas Pajot / Shutterstock.com</p>\n<p><b>52-week range:</b><b>$</b><b>124.86</b><b>– $</b><b>214.91</b></p>\n<p>Game publisher Take-Two Interactive markets products through its subsidiaries Rockstar Games and 2K. Its iconic title<i>Grand Theft Auto V</i>&nbsp;(<i>GTA V</i>) is well-known by players worldwide and brings in a large slice of revenues. Other titles include<i>NBA 2K</i>,<i>Civilization</i>,<i>Borderlands</i>,<i>Bioshock</i>, and<i>Xcom</i>. The video gaming industry has been one of the clear winners during the ‘stay-at-home’ days of the pandemic. Management plans to release new names in the coming quarters.</p>\n<p>In February, Take-Two Interactivereported strong Q3 results. GAAP net revenue was $860.9 million, as compared to $930.1 million in the prior year quarter. GAAP net income increased 11% to $182.2 million, or $1.57 per diluted share, compared to $163.6 million, or $1.43 per diluted share, a year ago. As of Dec. 31, 2020, the company had cash and short-term investments of $2.42 billion.</p>\n<p>CEO Strauss Zelnick said:</p>\n<blockquote>\n “Due to an incredibly strong holiday season, coupled with our ability to provide consistently the highest quality entertainment experiences, especially as many individuals continue to shelter at home, Take-Two delivered operating results that significantly exceeded our expectations.”\n</blockquote>\n<p>YTD, shares are down around 18%. TTWO stock has given up some of its recent gains after hitting an all-time high in early February. Forward P/E and P/S ratios are 28.33 and 5.95, respectively.</p>\n<p>The recent pullback offers a good opportunity for long-term investors. Bear in mind the company will report Q4 results on May 18. Interested investors may want to analyze those metrics before buying into the share price.</p>\n<p>Verizon Communications (VZ)<img src=\"https://static.tigerbbs.com/8bd8efe91ecb461c940cc8eb994e7ded\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\">Source: Ken Wolter / Shutterstock.com</p>\n<p><b>52-week range:</b><b>$52.85 – $61.95</b></p>\n<p>Our final stock is telecom giantVerizon Communications, which serves around 90.2 million postpaid and 4 million prepaid phone customers. Verizon announcedQ1 figures for 2021at the end of April. Revenue rose by 4% YoY to $32.867 billion. Bottom line growth was much more impressive, with 25.4% YoY increase. Net earnings realized was $5.378 billion. Diluted EPS came at $1.27. A year ago, it had been $1.00. During the quarter, cash flow from operations was $9.7 billion.</p>\n<p>CFO Matt Ellis cited:</p>\n<blockquote>\n “We delivered strong operational and financial performance, giving us positive momentum as we end the first quarter. High quality, sustainable wireless service revenue growth, a recovery in wireless equipment revenues, strong Fios momentum and excellent Verizon Media trends led the way.”\n</blockquote>\n<p>In December, the shares hit a 52-week high of $61.95. Now, the stock is just shy of $60. The current price supports a dividend yield of 4.2%. VZ stock’sforward P/Eand P/S ratios are 11.67 and 0.47, respectively. Interested investors could consider buying the dips.</p>\n<p><i>On the date of publication, Tezcan Gecgil did not have (either directly or indirectly) any positions in the securities mentioned in this article.</i></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Hot Stocks To Buy Now For A Summer Of Reopenings</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\">\n7 Hot Stocks To Buy Now For A Summer Of Reopenings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-14 22:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/05/7-hot-stocks-to-buy-now-for-a-summer-of-reopenings/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These hot stocks to buy are well positioned to benefit from a healing economy.\n\nVolatility is on the rise, putting the pressure on many high growth stocks. As we all get ready to welcome summer days ...</p>\n\n<a href=\"https://investorplace.com/2021/05/7-hot-stocks-to-buy-now-for-a-summer-of-reopenings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTWO":"Take-Two Interactive Software","HLT":"希尔顿酒店","F":"福特汽车","ALGN":"艾利科技","VZ":"威瑞森","SYK":"史赛克","FCX":"麦克莫兰铜金"},"source_url":"https://investorplace.com/2021/05/7-hot-stocks-to-buy-now-for-a-summer-of-reopenings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185220705","content_text":"These hot stocks to buy are well positioned to benefit from a healing economy.\n\nVolatility is on the rise, putting the pressure on many high growth stocks. As we all get ready to welcome summer days that more closely resemble our pre-pandemic lives, the markets are rotating away from the growth stocks it favored during lockdowns and quarantines, especially tech shares.\nFor instance, the tech-heavyNASDAQ 100index is down more than 4% since the start of May. As a result, many retail investors are wondering which sectors and stocks might be do well in the remaining days of the quarter.\nThe ongoing Covid-19 pandemic remains the most crucial market factor. Last year, that meant buying businesses that benefited from trends resulting from the pandemic and the lockdown (such as digitalization, health care, renewable energy or work-from-home). However, many of this year’s leading stocks are those most likely to benefit from a recovering economy and a ‘return to normalcy.’\nWith that information, here are seven hot stocks to buy:\n\nAlign Technology(NASDAQ:ALGN)\nFord Motor(NYSE:F)\nFreeport-McMoRan(NYSE:FCX)\nHilton Worldwide(NYSE:HLT)\nStryker(NYSE:SYK)\nTake-Two Interactive(NASDAQ:TTWO)\nVerizon Communications(NYSE:VZ)\n\nOver the past 12 months, investors were able to find quality names at good value. Now, valuation levels are quite stretched. Yet, there are still plenty of robust investment opportunities out there, especially for long-term investors.\nHot stocks to buy: Align Technology(ALGN)Source: rafapress / Shutterstock.com\n52-week range:$195.56– $647.20\nDental device groupAlign Technology is primarily known for its Invisalign system, an alternative to traditional braces to correct malocclusions, or misalignment of the teeth. You might know of this product as invisible dental braces. The company also manufactures scanners and offers computer-aided design (CAD) services to support the customization of these liners.\nAlign Technologyreported record-setting first quarter resultson April 28. Total revenue was $894.8 million, up 62.4% year-over-year (YoY). On a non-GAAP basis, first quarter net income was $198.4 million, or $2.49 per diluted share. This represented a 242% increase from $57.9 million, or 73 cents per diluted share, recorded in the prior year quarter.Cash and equivalents stood at $1.1 billion.\nCEO Joe Hogan said:\n\n “It’s remarkable to think about the pace of growth and adoption that we are experiencing worldwide, especially when considering it took 10 years to achieve our one millionth Invisalign patient milestone. Now we are adding one million new Invisalign patients in less than six months.”\n\nThe pandemic has meant many individuals had to postpone non-essential dental procedures. As our economy opens up further, more people are likely to start elective dental procedures, such as tooth straightening treatments. Meanwhile, the number of orthodontists and general practitioner dentists using theInvisalign system stateside is on the rise. Therefore, the company is likely to keep growing for many quarters to come. Its market capitalization (cap) stands at $43 billion.\nYear-to-date (YTD), the shares are up 3% and hit a record high in late April. ALGN stock’s forward price-to-earnings (P/E) and price-to-sales (P/S) ratios are 65.36 and 16.88.\nShort-term profit-taking could put pressure on the shares. A potential decline toward $520 would improve the margin of safety.\nFord Motor(F)Source: Vitaliy Karimov / Shutterstock.com\n52-week range: $4.52 – $13.62\nLegacy automaker Ford Motorreported first quarter resultsin late April. Revenue increased 6% to $36.2 billion. GAAP net income was $3.3 billion, compared to net loss of $2 billion in the prior year quarter.Adjusted earnings per share came at 89 cents.\nCEO Jim Farley regards the Mustang Mach-E GT as Ford’s first serious push into theelectric vehicle(EV) space. Going forward, CFO John Lawler highlighted that semiconductor shortage, exacerbated by a recent fire at a supplier plant in Japan, would likely get worse before bottoming out in Q2. The auto industry, as well as many other sectors, are under pressure due to the chip shortage worldwide.\nYTD, Ford shares are up over 32%. Forward P/E and P/S ratios stand at 11.76 and 0.37, respectively. Since the earnings report, F stock has come under pressure. Any further decline toward $10 would improve the risk/return profile.\nIn addition to its legacy business, the new decade will likely see Ford gain gain market share in the growing EV industry. Buy-and-hold investor should put the shares on their radar.\nFreeport-McMoRan(FCX)Source: MICHAEL A JACKSON FILMS / Shutterstock.com\n52-week range:$7.80 – $44.50\nNext in line is one of the largest copper miners worldwide, the Phoenix,Arizona-based Freeport-McMoRan. Itssegments include refined copper products, copper in concentrate, gold, molybdenum, oil and other.\nRegularInvestorPlace.comreaders know well how copper has been under the spotlight in recent months. It is a critical commodity, seeing high demand as the economy opens up further. In addition, copper is used in infrastructure projects, such as construction, transportation and electrical networks. This major industrial metal is also used heavily in the transition to renewable energy. And EVs use up to four times more copper than traditional cars.\nFreeport-McMoRanreported first-quarter resultsin late April. Consolidated sales came in at $4.85 billion, a73.3% YoY increase from$2.80 billion in the prior year period. Adjusted net income totaled $756 million, or 51 cents per diluted share. As of March 31, the company had $4.58 billion in cash and equivalents.\nCEO Richard C. Adkerson said:\n\n “We are well positioned for long-term success as a leading producer of copper required for a growing global economy and accelerating demand from copper’s critical role in building infrastructure and the transition to clean energy.”\n\nSince the start of the year, FCX stock has returned over 60%. Forward P/E and P/S ratios are16.98and 3.97, respectively. Copper bulls could look to buy the dips in the shares.\nHilton Worldwide(HLT)Source: josefkubes / Shutterstock.com\n52-week range:$62.47– $132.69\nHilton Worldwide is one of the leading names in theleisure and hotel space, operating more than a million rooms across 18 brands. Needless to say, for over a year, hotel room bookings have taken a beating.\nHampton and Hilton are currently the group’s two largest brands by total room count at 28% and 21%, respectively. For hotels, revenue per available room is the key measure of top-line performance.\nHiltonreported first quarter resultson May 5.Total revenue fell more than 54% to $874 million. Revenue per available room declined about 38% from a year earlier. Net loss was $109 million.\nCEO Christopher J. Nassetta remarked, “While rising COVID-19 cases and tightened travel restrictions, particularly across Europe and our Asia Pacific region, weighed on demand in January and February, we saw meaningful improvement in March and April. We expect this positive momentum to continue as vaccines are more widely distributed and our customers feel safe traveling again.”\nSo far in 2021, HLT stock is up 9%. Forward P/E and P/S ratios are47.85and10.54respectively. Many investors see the shares as a bet on the post-pandemic recovery. Buy-and-hold investors should regard a decline toward the $110 level as an opportune point of entry into the shares.\nStryker (SYK)Source: Shutterstock\n52-week range: $171.75-268.04\nKalamazoo, Michigan-based Stryker manufactures medical equipment, consumable supplies and implantable devices. Its product portfolio includes hip and knee replacements, endoscopy systems, operating room equipment, embolic coils and spinal devices. As for many companies, the pandemic meant a disruption of business.\nStryker releasedQ1 2021 figuresin recent weeks. The company’s top line increased 10.2% YoY to $4 billion. Adjusted diluted EPS was $1.93, a 4.9% YoY increase. Quarter-end cash and equivalents stood at $2.2 billion.\nManagement cited, “As we recover from the pandemic, we continue to expect 2021 organic net sales growth to be in the range of 8% to 10% from 2019, as this is a more normal baseline given the variability throughout 2020, and now expect adjusted net earnings per diluted share to be in the range of $9.05 to $9.30.”\nYTD, Stryker stock has returned about 4% and hit a record high in late April. The current price supports a dividend yield of 0.99%. As life gets back to normal in the coming months, the company should see higher procedure volumes, translating into stronger revenue.\nFurthermore, our country is aging. Thus, its products are likely to be used by more individuals. However, the shares are richly valued. Forward P/Eand P/S ratios are 27.78 and 6.59.\nInterested investors would find better value around $240.\nTake-Two Interactive(TTWO)Source: Thomas Pajot / Shutterstock.com\n52-week range:$124.86– $214.91\nGame publisher Take-Two Interactive markets products through its subsidiaries Rockstar Games and 2K. Its iconic titleGrand Theft Auto V (GTA V) is well-known by players worldwide and brings in a large slice of revenues. Other titles includeNBA 2K,Civilization,Borderlands,Bioshock, andXcom. The video gaming industry has been one of the clear winners during the ‘stay-at-home’ days of the pandemic. Management plans to release new names in the coming quarters.\nIn February, Take-Two Interactivereported strong Q3 results. GAAP net revenue was $860.9 million, as compared to $930.1 million in the prior year quarter. GAAP net income increased 11% to $182.2 million, or $1.57 per diluted share, compared to $163.6 million, or $1.43 per diluted share, a year ago. As of Dec. 31, 2020, the company had cash and short-term investments of $2.42 billion.\nCEO Strauss Zelnick said:\n\n “Due to an incredibly strong holiday season, coupled with our ability to provide consistently the highest quality entertainment experiences, especially as many individuals continue to shelter at home, Take-Two delivered operating results that significantly exceeded our expectations.”\n\nYTD, shares are down around 18%. TTWO stock has given up some of its recent gains after hitting an all-time high in early February. Forward P/E and P/S ratios are 28.33 and 5.95, respectively.\nThe recent pullback offers a good opportunity for long-term investors. Bear in mind the company will report Q4 results on May 18. Interested investors may want to analyze those metrics before buying into the share price.\nVerizon Communications (VZ)Source: Ken Wolter / Shutterstock.com\n52-week range:$52.85 – $61.95\nOur final stock is telecom giantVerizon Communications, which serves around 90.2 million postpaid and 4 million prepaid phone customers. Verizon announcedQ1 figures for 2021at the end of April. Revenue rose by 4% YoY to $32.867 billion. Bottom line growth was much more impressive, with 25.4% YoY increase. Net earnings realized was $5.378 billion. Diluted EPS came at $1.27. A year ago, it had been $1.00. During the quarter, cash flow from operations was $9.7 billion.\nCFO Matt Ellis cited:\n\n “We delivered strong operational and financial performance, giving us positive momentum as we end the first quarter. High quality, sustainable wireless service revenue growth, a recovery in wireless equipment revenues, strong Fios momentum and excellent Verizon Media trends led the way.”\n\nIn December, the shares hit a 52-week high of $61.95. Now, the stock is just shy of $60. The current price supports a dividend yield of 4.2%. VZ stock’sforward P/Eand P/S ratios are 11.67 and 0.47, respectively. Interested investors could consider buying the dips.\nOn the date of publication, Tezcan Gecgil did not have (either directly or indirectly) any positions in the securities mentioned in this article.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553731454353837","authorId":"3553731454353837","name":"CMPek","avatar":"https://static.tigerbbs.com/468425562736f96d38e968e1b2419132","crmLevel":3,"crmLevelSwitch":0,"idStr":"3553731454353837","authorIdStr":"3553731454353837"},"content":"TTOO is low now","text":"TTOO is low now","html":"TTOO is low now"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995601005,"gmtCreate":1661464512509,"gmtModify":1676536521219,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995601005","repostId":"1156244664","repostType":4,"repost":{"id":"1156244664","pubTimestamp":1661421421,"share":"https://ttm.financial/m/news/1156244664?lang=&edition=fundamental","pubTime":"2022-08-25 17:57","market":"us","language":"en","title":"Worried About the End of the Summer Rally? Inverse ETFs to Tap","url":"https://stock-news.laohu8.com/highlight/detail?id=1156244664","media":"Zacks","summary":"The Dow Jones Industrial Average fell 640 points on Monday, marking its worst day since June (per CN","content":"<html><head></head><body><p>The Dow Jones Industrial Average fell 640 points on Monday, marking its worst day since June (per CNBC), as the summer rally faded and fears of faster interest rate hikes returned to Wall Street.The Fed will likely hike rates by 50 basis points in September amid higher inflation and growing recession worries, according to economists in a Reuters poll.</p><p>Traders are now pricing in around a 46.5% chance of a 75-basis-point rate hike in September and a 53.5% chance of a 50-bp increase following recent hawkish remarks from Fed officials.The dollar jumped to a more than one-month high against its rivals.</p><p>The Nasdaq, which is high-growth in nature and underperforms in a rising rate environment, dropped 2.6% on Monday. Monday&#39;s losses marked the biggest two-day declines for the Nasdaq and the S&amp;P 500 since June. For the S&amp;P 500, Monday indicated the index&#39;s largest decline since June 16, the day which marked the market&#39;s most recent bottom, per a yahoo finance article.</p><p>Last week, the major averages snapped their winning streaks for the first time in four weeks, in fact, snapping their longest weekly winning streak since November 2021. WTI crude oil futures have also been volatile, with crude falling below $87 a barrel on Monday morning. However, news of possible production cuts from Saudi Arabia pushed crude back towards $90 a barrel later on.</p><p>Against this backdrop, below we highlight a few inverse ETFs that could be useful in the current scenario.</p><p><b>ETFs in Focus</b></p><p><b>ProShares Short S&amp;P500 (SH)</b></p><p>The ProShares Short S&amp;P500 seeks daily investment results, before fees and expenses, that correspond to the inverse or opposite of the daily performance of the S&amp;P500. The fund charges 88 bps in fees.</p><p><b>Direxion Daily S&amp;P 500 Bear 1x Shares (SPDN)</b></p><p>The Direxion Daily S&amp;P 500 Bear 1X Shares seeks daily investment results, before fees and expenses, of 100% of the inverse (or opposite) of the performance of the S&amp;P 500 Index. The fund charges 49 bps in fees.</p><p><b>ProShares UltraShort S&amp;P500 (SDS)</b></p><p>The ProShares UltraShort S&amp;P500 seeks daily investment results, before fees and expenses, that correspond to twice (200%) the inverse (opposite) of the daily performance of the S&amp;P 500. The fund charges 90 bps in fees.</p><p><b>ProShares UltraPro Short S&amp;P500 (SPXU)</b></p><p>The ProShares UltraPro Short S&amp;P500 seeks daily investment results, before fees and expenses, that correspond to triple (300%) the inverse (opposite) of the daily performance of the S&amp;P 500. The fund charges 90 bps in fees.</p><p><b>Direxion Daily S&amp;P 500 Bear 3X Shares (SPXS)</b></p><p>The ProShares UltraPro Short S&amp;P500 seeks daily investment results, before fees and expenses, that correspond to triple (300%) the inverse (opposite) of the daily performance of the S&amp;P 500. The fund charges 90 bps in fees.</p><p><b>ProShares Short Russell2000 (RWM)</b></p><p>The ProShares Short Russell2000 seeks daily investment results, before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the Russell 2000 Index. The fund charges 95 bps in fees.</p><p><b>ProShares Short Dow30 (DOG)</b></p><p>ProShares Short Dow30 seeks daily investment results, before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the Dow Jones Industrial Average Index. The fund charges 95 bps in fees.</p><p><b>ProShares UltraPro Short QQQ (SQQQ)</b></p><p>The ProShares UltraPro Short QQQ seeks daily investment results, before fees and expenses, that correspond to triple the inverse of the daily performance of the NASDAQ-100 Index. The fund charges 95 bps in fees.</p><p><b>ProShares Short QQQ (PSQ)</b></p><p>The ProShares Short QQQ seeks daily investment results, before fees and expenses, that correspond to the inverse of the daily performance of the NASDAQ-100 Index. The fund charges 95 bps in fees.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Worried About the End of the Summer Rally? Inverse ETFs to Tap</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\">\nWorried About the End of the Summer Rally? Inverse ETFs to Tap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-25 17:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zacks.com/stock/news/1971531/summer-rally-ended-inverse-etfs-to-tap?-inverse-etfs-to-tap-><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Dow Jones Industrial Average fell 640 points on Monday, marking its worst day since June (per CNBC), as the summer rally faded and fears of faster interest rate hikes returned to Wall Street.The ...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1971531/summer-rally-ended-inverse-etfs-to-tap?-inverse-etfs-to-tap-\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPDN":"Direxion Daily S&P 500 Bear 1x Shares","PSQ":"纳指反向ETF","SQQQ":"纳指三倍做空ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF","DOG":"道指反向ETF","RWM":"罗素2000指数反向ETF","SPXS":"Direxion每日三倍做空标普500ETF"},"source_url":"https://www.zacks.com/stock/news/1971531/summer-rally-ended-inverse-etfs-to-tap?-inverse-etfs-to-tap-","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156244664","content_text":"The Dow Jones Industrial Average fell 640 points on Monday, marking its worst day since June (per CNBC), as the summer rally faded and fears of faster interest rate hikes returned to Wall Street.The Fed will likely hike rates by 50 basis points in September amid higher inflation and growing recession worries, according to economists in a Reuters poll.Traders are now pricing in around a 46.5% chance of a 75-basis-point rate hike in September and a 53.5% chance of a 50-bp increase following recent hawkish remarks from Fed officials.The dollar jumped to a more than one-month high against its rivals.The Nasdaq, which is high-growth in nature and underperforms in a rising rate environment, dropped 2.6% on Monday. Monday's losses marked the biggest two-day declines for the Nasdaq and the S&P 500 since June. For the S&P 500, Monday indicated the index's largest decline since June 16, the day which marked the market's most recent bottom, per a yahoo finance article.Last week, the major averages snapped their winning streaks for the first time in four weeks, in fact, snapping their longest weekly winning streak since November 2021. WTI crude oil futures have also been volatile, with crude falling below $87 a barrel on Monday morning. However, news of possible production cuts from Saudi Arabia pushed crude back towards $90 a barrel later on.Against this backdrop, below we highlight a few inverse ETFs that could be useful in the current scenario.ETFs in FocusProShares Short S&P500 (SH)The ProShares Short S&P500 seeks daily investment results, before fees and expenses, that correspond to the inverse or opposite of the daily performance of the S&P500. The fund charges 88 bps in fees.Direxion Daily S&P 500 Bear 1x Shares (SPDN)The Direxion Daily S&P 500 Bear 1X Shares seeks daily investment results, before fees and expenses, of 100% of the inverse (or opposite) of the performance of the S&P 500 Index. The fund charges 49 bps in fees.ProShares UltraShort S&P500 (SDS)The ProShares UltraShort S&P500 seeks daily investment results, before fees and expenses, that correspond to twice (200%) the inverse (opposite) of the daily performance of the S&P 500. The fund charges 90 bps in fees.ProShares UltraPro Short S&P500 (SPXU)The ProShares UltraPro Short S&P500 seeks daily investment results, before fees and expenses, that correspond to triple (300%) the inverse (opposite) of the daily performance of the S&P 500. The fund charges 90 bps in fees.Direxion Daily S&P 500 Bear 3X Shares (SPXS)The ProShares UltraPro Short S&P500 seeks daily investment results, before fees and expenses, that correspond to triple (300%) the inverse (opposite) of the daily performance of the S&P 500. The fund charges 90 bps in fees.ProShares Short Russell2000 (RWM)The ProShares Short Russell2000 seeks daily investment results, before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the Russell 2000 Index. The fund charges 95 bps in fees.ProShares Short Dow30 (DOG)ProShares Short Dow30 seeks daily investment results, before fees and expenses, that correspond to the inverse (opposite) of the daily performance of the Dow Jones Industrial Average Index. The fund charges 95 bps in fees.ProShares UltraPro Short QQQ (SQQQ)The ProShares UltraPro Short QQQ seeks daily investment results, before fees and expenses, that correspond to triple the inverse of the daily performance of the NASDAQ-100 Index. The fund charges 95 bps in fees.ProShares Short QQQ (PSQ)The ProShares Short QQQ seeks daily investment results, before fees and expenses, that correspond to the inverse of the daily performance of the NASDAQ-100 Index. The fund charges 95 bps in fees.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808219621,"gmtCreate":1627593348663,"gmtModify":1703492866955,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/808219621","repostId":"1165497040","repostType":4,"repost":{"id":"1165497040","pubTimestamp":1627542522,"share":"https://ttm.financial/m/news/1165497040?lang=&edition=fundamental","pubTime":"2021-07-29 15:08","market":"us","language":"en","title":"Amazon Reports Earnings Thursday. Expect a Blowout.","url":"https://stock-news.laohu8.com/highlight/detail?id=1165497040","media":"Barrons","summary":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.Another is that Amazon’s competitors have already reported solid numbers.Shopify, arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its","content":"<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.</p>\n<p>For the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.</p>\n<p>There are several reasons why the Street numbers might be too low.</p>\n<p>For one, Amazon (ticker: AMZN)&nbsp;has beat expectations&nbsp;in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.</p>\n<p>Another is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from&nbsp;Alphabet,Snap&nbsp;and&nbsp;Twitter&nbsp;suggest Amazon will post accelerating growth in its underappreciated advertising business. And the&nbsp;strength in the cloud business at Microsoft&nbsp;bodes well for Amazon Web Services.</p>\n<p>Street estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.</p>\n<p>Plus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over&nbsp;its proposed acquisition of the film studio MGM.Amazon has requested&nbsp;that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.</p>\n<p></p>\n<p>Investors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.</p>\n<p>In a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and&nbsp;Facebook&nbsp;shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s&nbsp;Prime Day&nbsp;sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.</p>\n<p>Evercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.</p>\n<p>Monness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.</p>\n<p>On Wednesday, Amazon shares were up 0.1%, to $3,630.32.</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>Amazon Reports Earnings Thursday. Expect a Blowout.</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\">\nAmazon Reports Earnings Thursday. Expect a Blowout.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 15:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-earnings-51627497584?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165497040","content_text":"Amazon reports earnings after Thursday’s closing bell. Expect a blowout.\nFor the June quarter, the tech giant has projected sales of $110 billion to $116 billion, with operating income in the $4.5 billion-to-$8 billion range. Wall Street consensus calls for sales of $115.4 billion, operating income of $7.8 billion, and earnings of $12.28 a share.\nThere are several reasons why the Street numbers might be too low.\nFor one, Amazon (ticker: AMZN) has beat expectations in every quarter since the start of the pandemic—in fact, for 10 quarters in a row.\nAnother is that Amazon’s competitors have already reported solid numbers.Shopify(SHOP), arguably one of the company’s most important rivals in e-commerce,posted better-than-expected results for the June quarter, noting that sustained digital commerce trends and U.S. stimulus checks in March and April drove revenues above expectations. Strong reports from Alphabet,Snap and Twitter suggest Amazon will post accelerating growth in its underappreciated advertising business. And the strength in the cloud business at Microsoft bodes well for Amazon Web Services.\nStreet estimates call for Amazon to post $57.3 billion in online sales, up 25%; $24.8 billion in third-party sellers services, up 36%; $14.3 billion from AWS, up 32%; $7.9 billion in subscription services, up 36%; $7 billion in “other” revenue, which is mostly advertising, up 66%; and $3.9 billion in physical stores revenue, up 3%.\nPlus, there are a couple of other factors at play. This will be the first quarter for Amazon since Jeff Bezos turned over the CEO reins to Andy Jassy. Bezos didn’t typically participate in the company’s quarterly earnings calls with analysts, leaving that job to CFO Brian OIsavky; it remains to be seen if Jassy will make an appearance this year. Also, Amazon finds itself at the heart of the debate—in Washington and elsewhere—over the power of tech companies, and now faces an in-depth investigation by the Federal Trade Commission over its proposed acquisition of the film studio MGM.Amazon has requested that FTC Chair Lina Khan recuse herself from any matters involving Amazon given her past criticisms of the company.\n\nInvestors also will be watching for clues on how the company expects the pandemic and a return to a more normal economy will impact results for the rest of the year. Street estimates for the September quarter call for revenue of $118.6 billion and profits of $12.97 a share.\nIn a research note, MKM Partners analyst Rohit Kulkarni points out that Amazon has underperformed both Alphabet and Facebook shares this year. He thinks the stock has been weighed down by ongoing debate about the true strength of this year’s Prime Day sales event, as well as ongoing questions about the outlook for e-commerce as supplemental U.S. unemployment benefits lapse in September. Nonetheless, Kulkarni thinks that advertising, Amazon Prime subscriptions, and AWS will together drive upside to both second-quarter results and guidance, and he continues to consider Amazon his best pick among the big internet stocks. Kulkarni keeps his Buy rating and $4,075 target price.\nEvercore ISI analyst Mark Mahaney maintains an Outperform rating and $4,500 target price. He thinks Street estimates for the second quarter “look largely reasonable,” although he has some concerns that the Street might be too bullish on the third quarter, in particular given Prime Day this year shifted into the second quarter.\nMonness Crespi White analyst Brian White notes that Amazon shares have been “range bound” over the past few months, but he thinks the company is “uniquely positioned” to exit the pandemic as one of the biggest beneficiaries of the digital transformation trend. White asserts that “the company’s growth path is very attractive across the e-commerce segment, AWS, digital media, advertising, Alexa and more.” White maintains his Buy rating and $4,500 target price.\nOn Wednesday, Amazon shares were up 0.1%, to $3,630.32.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144296102,"gmtCreate":1626296791506,"gmtModify":1703757219741,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Hard to predict!","listText":"Hard to predict!","text":"Hard to predict!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/144296102","repostId":"1140509225","repostType":4,"repost":{"id":"1140509225","pubTimestamp":1626275671,"share":"https://ttm.financial/m/news/1140509225?lang=&edition=fundamental","pubTime":"2021-07-14 23:14","market":"us","language":"en","title":"Airbnb trails Expedia this year, and traders are split on which is the better bet in second half","url":"https://stock-news.laohu8.com/highlight/detail?id=1140509225","media":"CNBC","summary":"Airbnb received a rare double upgrade to a buy rating from Gordon Haskett this week. The firm sees i","content":"<div>\n<p>Airbnb received a rare double upgrade to a buy rating from Gordon Haskett this week. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nBut Airbnb has ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/14/stock-market-today-airbnb-stock-trails-expedia-in-2021-heres-why.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>Airbnb trails Expedia this year, and traders are split on which is the better bet in second half</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\">\nAirbnb trails Expedia this year, and traders are split on which is the better bet in second half\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/14/stock-market-today-airbnb-stock-trails-expedia-in-2021-heres-why.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Airbnb received a rare double upgrade to a buy rating from Gordon Haskett this week. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nBut Airbnb has ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/14/stock-market-today-airbnb-stock-trails-expedia-in-2021-heres-why.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.cnbc.com/2021/07/14/stock-market-today-airbnb-stock-trails-expedia-in-2021-heres-why.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1140509225","content_text":"Airbnb received a rare double upgrade to a buy rating from Gordon Haskett this week. The firm sees improving trends, particularly in Europe, as a boon for the vacation-rental stock.\nBut Airbnb has languished this year in comparison to fast growing challengerExpedia, which owns competitor VRBO. Airbnb stock has fallen 2% in 2021, while Expedia is up 22%.\nAirbnb's stock may have been a victim of a rotation away from high-priced growth stocks, according to Gina Sanchez, chief market strategist at Lido Advisors and CEO of Chantico Global.\n\"It just faced the mother of all stress tests, and it is offering growth, and therefore isn't necessarily value,\" Sanchez told CNBC's \"Trading Nation\" on Tuesday. \"The trade for the first half of this year was growth at a reasonable price. That's what Expedia promised.\"\nNow, Sanchez sees a move back toward bets on high growth stocks like Airbnb where higher valuations are tolerated for the prospect of future earnings.\n\"The trade for the second half of the year is growth, and that's really what Airbnb is setting itself up for. And so if you're looking forward rather than back, you're looking at opportunities to provide significant growth, and that's really where you have to look at Airbnb,\" said Sanchez.\nAirbnb is not expected to post a full-year profit until 2022. Expedia, by comparison, is forecast to have rebounded back into the black this year after last year's steep loss.\nTodd Gordon, founder of TradingAnalysis.com, sits on the other side of the trade. He's backing Expedia.\n\"I believe that the technical position of Airbnb is struggling, trying to hold that $145 IPO price from back in December, while Expedia is moving nicely higher. Expedia, if it can break above $160, that looks really, really good,\" Gordon said during the same interview.\n\nAirbnb closed Tuesday at $143.41 a share and Expedia closed at $162.02.","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923535001,"gmtCreate":1670885763503,"gmtModify":1676538451385,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9923535001","repostId":"1142381312","repostType":4,"repost":{"id":"1142381312","pubTimestamp":1670858206,"share":"https://ttm.financial/m/news/1142381312?lang=&edition=fundamental","pubTime":"2022-12-12 23:16","market":"us","language":"en","title":"Top Calls on Wall Street: Qualcomm, Micron, Coinbase and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1142381312","media":"TheFly","summary":"Top 5 Upgrades:Goldman Sachs analyst Brooke Roach upgraded Tapestry(TPR) to Buy from Neutral with a ","content":"<html><head></head><body><h2><b>Top 5 Upgrades:</b></h2><ul><li>Goldman Sachs analyst Brooke Roach upgraded <b>Tapestry</b>(TPR) to Buy from Neutral with a price target of $44, up from $37. Top-line trends are &#34;likely to remain lackluster,&#34; especially due to potential headwinds to the middle-income consumer following robust growth in 2022, but Roach believes Tapestry has scope to relatively outperform peers in 2023. The analyst also upgraded Gap (GPS) to Buy from Neutral with a price target of $18, up from $10.</li><li>Goldman Sachs analyst Kate McShane upgraded <b>Best Buy</b>(BBY) to Neutral from Sell with a price target of $83, up from $59, implying 2% upside. The analyst sees the ability for Best Buy to improve margins in fiscal 2024 and 2025 as sales improve and as the company laps the &#34;Total Tech&#34; investment.</li><li>Stifel analyst Jim Duffy upgraded <b>Under Armour</b>(UAA) to Buy from Hold with a price target of $12, up from $9. &#34;Relative inventory management discipline&#34; leaves Under Armour with better margin certainty and in a better position to bring newness to market in 2023, Duffy tells investors in a research note.</li><li>Citi analyst Joanne Wuensch upgraded <b>Becton Dickinson</b>(BDX) to Neutral from Sell with a price target of $250, up from $220. Looking into 2023, &#34;many headwinds remain&#34; for the North America medical supplies and technology group, but these should ease in the second half of next year, alleviating operating margin pressures, Wuensch tells investors in a research note.</li><li>Deutsche Bank analyst Sidney Ho upgraded <b>Lam Research</b>(LRCX) to Buy from Hold with a price target of $520, up from $400. While some risks to memory wafer fab equipment remain in the near-term, investor expectations are already low enough and should not have a significant impact on Lam&#39;s share price, the analyst says.</li></ul><h2><b>Top 5 Downgrades:</b></h2><ul><li>Wells Fargo analyst Gary Mobley downgraded <b>Qualcomm</b>(QCOM) to Underweight from Equal Weight with a price target of $105. The analyst believes that once investor sentiment toward the chip sector turns more positive, or once investors are convinced of a trough in the chip cycle, shares of companies with high smartphone exposure should underperform the broader chip sector.</li><li>Deutsche Bank analyst Sidney Ho downgraded <b>Micron Technology</b>(MU) to Hold from Buy with a price target of $55, down from $60. The analyst is &#34;incrementally more cautious&#34; on the memory market, as he believes the current downturn will last longer and be more severe than we previously forecasted.</li><li>Roth Capital analyst Edward Engel downgraded <b>DraftKings</b>(DKNG) to Neutral from Buy with a $15 price target. The analyst cites concerns that Fanatics&#39; Q1 OSB launch can disrupt the profitability narrative.</li><li>Goldman Sachs analyst Kate McShane downgraded <b>Ulta Beauty</b>(ULTA) to Neutral from Buy with a price target of $508, down from $511. The company&#39;s market share gains from here are likely to be &#34;more limited&#34; and it faces difficult year-over-year compares following a strong 2022, McShane tells investors in a research note. The analyst also downgraded RH (RH) to Sell from Neutral with a price target of $215, down from $227.</li><li>Citi analyst Patrick Donnelly downgraded <b>Illumina</b>(ILMN) to Sell from Neutral with a price target of $180, down from $200. Going into 2023, the analyst views sentiment across the life science tools space as &#34;relatively mixed following several years of outperformance.&#34; Donnelly also downgraded Labcorp (LH) to Neutral from Buy with a price target of $250, down from $275.</li></ul><h2><b>Top 5 Initiations:</b></h2><ul><li>KeyBanc analyst Alex Markgraff initiated coverage of <b>Coinbase</b>(COIN) with a Sector Weight rating. Markgraff believes positive marks for a highly scalable model, innovative suite of products/services, and market share gains are balanced by limited revenue visibility tied to crypto asset prices/volume/volatility and industry headwinds leading to depressed crypto asset prices and market activity.</li><li>Northland analyst Ted Jackson initiated coverage of <b>Allied Motion Technologies</b>(AMOT) with an Outperform rating and $45 price target. Allied Motion is a leader in motion control solutions and technology with a focus on the higher end of its addressable market segments, which drives above industry average sales growth, while also being an industry consolidator &#34;adept at accentuating growth through strategic acquisitions,&#34; Jackson tells investors.</li><li>Jefferies analyst Andrew Anderson initiated coverage of <b>Palomar</b>(PLMR) with a Hold rating and $55 price target. Anderson thinks the stock already reflects growth and risks.</li><li>Jefferies analyst Andrew Anderson initiated coverage of <b>Kinsale Capital Group</b>(KNSL) with a Hold rating and $295 price target. Anderson expects Kinsale to continue to post above commercial P&amp;C peer growth and margins due to a strong run of results, but thinks shares already reflect stronger growth/margins and lower volatility compared to peers.</li><li>Credit Suisse analyst Fahad Tariq initiated coverage of <b>Royal Gold</b>(RGLD) with a Neutral rating and $120 price target. The analyst notes the stock has outperformed seniors Franco-Nevada (FNV) and Wheaton Precious Metals (WPM) in 2022, and he sees the current valuation as fair.</li></ul></body></html>","source":"lsy1666364704704","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Qualcomm, Micron, Coinbase and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Qualcomm, Micron, Coinbase and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-12 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3631459&headline=TPR;GPS;BBY;UA;UAA;BDX;LRCX;QCOM;MU;DKNG;ULTA;ILMN;LH;COIN;AMOT;PLMR;KNSL;RGLD-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations><strong>TheFly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Top 5 Upgrades:Goldman Sachs analyst Brooke Roach upgraded Tapestry(TPR) to Buy from Neutral with a price target of $44, up from $37. Top-line trends are \"likely to remain lackluster,\" especially due ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3631459&headline=TPR;GPS;BBY;UA;UAA;BDX;LRCX;QCOM;MU;DKNG;ULTA;ILMN;LH;COIN;AMOT;PLMR;KNSL;RGLD-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","QCOM":"高通","MU":"美光科技"},"source_url":"https://thefly.com/landingPageNews.php?id=3631459&headline=TPR;GPS;BBY;UA;UAA;BDX;LRCX;QCOM;MU;DKNG;ULTA;ILMN;LH;COIN;AMOT;PLMR;KNSL;RGLD-Street-Wrap-Todays-Top--Upgrades-Downgrades-Initiations","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142381312","content_text":"Top 5 Upgrades:Goldman Sachs analyst Brooke Roach upgraded Tapestry(TPR) to Buy from Neutral with a price target of $44, up from $37. Top-line trends are \"likely to remain lackluster,\" especially due to potential headwinds to the middle-income consumer following robust growth in 2022, but Roach believes Tapestry has scope to relatively outperform peers in 2023. The analyst also upgraded Gap (GPS) to Buy from Neutral with a price target of $18, up from $10.Goldman Sachs analyst Kate McShane upgraded Best Buy(BBY) to Neutral from Sell with a price target of $83, up from $59, implying 2% upside. The analyst sees the ability for Best Buy to improve margins in fiscal 2024 and 2025 as sales improve and as the company laps the \"Total Tech\" investment.Stifel analyst Jim Duffy upgraded Under Armour(UAA) to Buy from Hold with a price target of $12, up from $9. \"Relative inventory management discipline\" leaves Under Armour with better margin certainty and in a better position to bring newness to market in 2023, Duffy tells investors in a research note.Citi analyst Joanne Wuensch upgraded Becton Dickinson(BDX) to Neutral from Sell with a price target of $250, up from $220. Looking into 2023, \"many headwinds remain\" for the North America medical supplies and technology group, but these should ease in the second half of next year, alleviating operating margin pressures, Wuensch tells investors in a research note.Deutsche Bank analyst Sidney Ho upgraded Lam Research(LRCX) to Buy from Hold with a price target of $520, up from $400. While some risks to memory wafer fab equipment remain in the near-term, investor expectations are already low enough and should not have a significant impact on Lam's share price, the analyst says.Top 5 Downgrades:Wells Fargo analyst Gary Mobley downgraded Qualcomm(QCOM) to Underweight from Equal Weight with a price target of $105. The analyst believes that once investor sentiment toward the chip sector turns more positive, or once investors are convinced of a trough in the chip cycle, shares of companies with high smartphone exposure should underperform the broader chip sector.Deutsche Bank analyst Sidney Ho downgraded Micron Technology(MU) to Hold from Buy with a price target of $55, down from $60. The analyst is \"incrementally more cautious\" on the memory market, as he believes the current downturn will last longer and be more severe than we previously forecasted.Roth Capital analyst Edward Engel downgraded DraftKings(DKNG) to Neutral from Buy with a $15 price target. The analyst cites concerns that Fanatics' Q1 OSB launch can disrupt the profitability narrative.Goldman Sachs analyst Kate McShane downgraded Ulta Beauty(ULTA) to Neutral from Buy with a price target of $508, down from $511. The company's market share gains from here are likely to be \"more limited\" and it faces difficult year-over-year compares following a strong 2022, McShane tells investors in a research note. The analyst also downgraded RH (RH) to Sell from Neutral with a price target of $215, down from $227.Citi analyst Patrick Donnelly downgraded Illumina(ILMN) to Sell from Neutral with a price target of $180, down from $200. Going into 2023, the analyst views sentiment across the life science tools space as \"relatively mixed following several years of outperformance.\" Donnelly also downgraded Labcorp (LH) to Neutral from Buy with a price target of $250, down from $275.Top 5 Initiations:KeyBanc analyst Alex Markgraff initiated coverage of Coinbase(COIN) with a Sector Weight rating. Markgraff believes positive marks for a highly scalable model, innovative suite of products/services, and market share gains are balanced by limited revenue visibility tied to crypto asset prices/volume/volatility and industry headwinds leading to depressed crypto asset prices and market activity.Northland analyst Ted Jackson initiated coverage of Allied Motion Technologies(AMOT) with an Outperform rating and $45 price target. Allied Motion is a leader in motion control solutions and technology with a focus on the higher end of its addressable market segments, which drives above industry average sales growth, while also being an industry consolidator \"adept at accentuating growth through strategic acquisitions,\" Jackson tells investors.Jefferies analyst Andrew Anderson initiated coverage of Palomar(PLMR) with a Hold rating and $55 price target. Anderson thinks the stock already reflects growth and risks.Jefferies analyst Andrew Anderson initiated coverage of Kinsale Capital Group(KNSL) with a Hold rating and $295 price target. Anderson expects Kinsale to continue to post above commercial P&C peer growth and margins due to a strong run of results, but thinks shares already reflect stronger growth/margins and lower volatility compared to peers.Credit Suisse analyst Fahad Tariq initiated coverage of Royal Gold(RGLD) with a Neutral rating and $120 price target. The analyst notes the stock has outperformed seniors Franco-Nevada (FNV) and Wheaton Precious Metals (WPM) in 2022, and he sees the current valuation as fair.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911071380,"gmtCreate":1664100455940,"gmtModify":1676537390664,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9911071380","repostId":"2270440281","repostType":4,"repost":{"id":"2270440281","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1664094564,"share":"https://ttm.financial/m/news/2270440281?lang=&edition=fundamental","pubTime":"2022-09-25 16:29","market":"us","language":"en","title":"After Feverish Week, Global Investors Lick Wounds and Brace for More Chaos","url":"https://stock-news.laohu8.com/highlight/detail?id=2270440281","media":"Reuters","summary":"(Reuters) - Global investors are preparing for more market mayhem after a monumental week that whipsawed asset prices around the world, as central banks and governments ramped up their fight against i","content":"<html><head></head><body><p>(Reuters) - Global investors are preparing for more market mayhem after a monumental week that whipsawed asset prices around the world, as central banks and governments ramped up their fight against inflation.</p><p>Signs of extraordinary times were everywhere. The Federal Reserve delivered its third straight seventy-five basis point rate hike while Japan intervened to shore up the yen for the first time since 1998. The British pound slid to a fresh 37-year trough against the dollar after the country&#39;s new finance minister unleashed historic tax cuts and huge increases in borrowing.</p><p>&#34;It&#39;s hard to know what will break where, and when,&#34; said Mike Kelly, head of multi-asset at PineBridge Investments (US). &#34;Before, the thinking had been that a recession would be short and shallow. Now we&#39;re throwing that away and thinking about the unintended consequences of much tighter monetary policy.&#34;</p><p>Stocks plunged everywhere. The Dow Jones Industrial Average nearly joined the S&amp;P 500 and Nasdaq in a bear market while bonds tumbled to their lowest level in years as investors recalibrated their portfolios to a world of persistent inflation and rising interest rates.</p><p>Towering above it all was the U.S. dollar, which has rocketed to its highest level in 20 years against a basket of currencies, lifted in part by investors seeking shelter from the wild swings in markets.</p><p>&#34;Currency exchange rates ... are now violent in their moves,&#34; said David Kotok, chairman and chief investment officer at Cumberland Advisors. &#34;When governments and central banks are in the business of setting the interest rates they are shifting the volatility to the currency markets.&#34;</p><p>For now, the selloffs across asset classes have drawn few bargain hunters. In fact, many believe things are bound to get worse as tighter monetary policy across the globe raises the risks of a worldwide recession.</p><p>&#34;We remain cautious,&#34; said Russ Koesterich, who oversees the Global Allocation Fund for Blackrock, the world&#39;s largest asset manager, noting his allocation to equities is &#34;well below benchmark&#34; and he is also cautious on bonds.</p><p>&#34;I think there&#39;s a lot of uncertainty on how quickly inflation will come down, there&#39;s a lot of uncertainty about whether or not the Fed will go through with as an aggressive tightening campaign as they signaled this week.&#34;</p><p>Kotok said he is positioned conservatively with high cash levels. &#34;I&#39;d like to see enough of a selloff to make entry attractive in the U.S. stockmarket,&#34; Kotok said.</p><p>The fallout from the hectic week exacerbated trends for stocks and bonds that have been in place all year, pushing down prices for both asset classes. But the murky outlook meant that they were still not cheap enough for some investors.</p><p>&#34;We think the time to go long in equities is still ahead of us until we see signs that the market has bottomed,&#34; said Jake Jolly, senior investment strategist at BNY Mellon, who has been increasing his allocation to short duration sovereign bonds.</p><p>&#34;The market is getting closer and closer to pricing in this recession that is widely expected but it is not yet fully priced in.&#34;</p><p>Rough week in global equities https://graphics.reuters.com/USA-STOCKS/GLOBAL/dwvkrxoxapm/chart.png</p><p>Goldman Sachs strategists on Friday lowered their year-end target for the benchmark U.S. stock index, the S&amp;P 500, to 3,600 from 4,300. The index was last at 3,693.23.</p><p>Bond yields, which move inversely to prices, surged across the world. Yields on the benchmark U.S. 10-year Treasury hit their highest level in more than 12 years, while Germany&#39;s two-year bond yield rose above 2% for the first time since late 2008. In the UK, five year gilts leapt 50 bps -- their biggest one-day jump since at least late 1991, according to Refinitiv data.</p><p>&#34;At some point, the fears will shift from inflation to growth,&#34; said Matthew Nest, global head of active fixed income at State Street Global Advisors, who thinks bond yields have moved so high they are starting to look &#34;pretty attractive.&#34;</p><p>Investors fear things will get worse before they get better.</p><p>&#34;The question is now not whether we are going into a recession, it is how deep will the recession be, and might we have some form of financial crisis and major global liquidity shock,&#34; said Mike Riddell, a senior fixed income portfolio manager at Allianz Global Investors in London.</p><p>Because monetary policy tends to work with a lag, Riddell estimates the renewed hawkishness from central banks means the global economy will be even weaker by the middle of next year.</p><p>&#34;We are of the view that markets are still massively underestimating the global economic growth hit that is coming,&#34; he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>After Feverish Week, Global Investors Lick Wounds and Brace for More Chaos</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\">\nAfter Feverish Week, Global Investors Lick Wounds and Brace for More Chaos\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-25 16:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Global investors are preparing for more market mayhem after a monumental week that whipsawed asset prices around the world, as central banks and governments ramped up their fight against inflation.</p><p>Signs of extraordinary times were everywhere. The Federal Reserve delivered its third straight seventy-five basis point rate hike while Japan intervened to shore up the yen for the first time since 1998. The British pound slid to a fresh 37-year trough against the dollar after the country&#39;s new finance minister unleashed historic tax cuts and huge increases in borrowing.</p><p>&#34;It&#39;s hard to know what will break where, and when,&#34; said Mike Kelly, head of multi-asset at PineBridge Investments (US). &#34;Before, the thinking had been that a recession would be short and shallow. Now we&#39;re throwing that away and thinking about the unintended consequences of much tighter monetary policy.&#34;</p><p>Stocks plunged everywhere. The Dow Jones Industrial Average nearly joined the S&amp;P 500 and Nasdaq in a bear market while bonds tumbled to their lowest level in years as investors recalibrated their portfolios to a world of persistent inflation and rising interest rates.</p><p>Towering above it all was the U.S. dollar, which has rocketed to its highest level in 20 years against a basket of currencies, lifted in part by investors seeking shelter from the wild swings in markets.</p><p>&#34;Currency exchange rates ... are now violent in their moves,&#34; said David Kotok, chairman and chief investment officer at Cumberland Advisors. &#34;When governments and central banks are in the business of setting the interest rates they are shifting the volatility to the currency markets.&#34;</p><p>For now, the selloffs across asset classes have drawn few bargain hunters. In fact, many believe things are bound to get worse as tighter monetary policy across the globe raises the risks of a worldwide recession.</p><p>&#34;We remain cautious,&#34; said Russ Koesterich, who oversees the Global Allocation Fund for Blackrock, the world&#39;s largest asset manager, noting his allocation to equities is &#34;well below benchmark&#34; and he is also cautious on bonds.</p><p>&#34;I think there&#39;s a lot of uncertainty on how quickly inflation will come down, there&#39;s a lot of uncertainty about whether or not the Fed will go through with as an aggressive tightening campaign as they signaled this week.&#34;</p><p>Kotok said he is positioned conservatively with high cash levels. &#34;I&#39;d like to see enough of a selloff to make entry attractive in the U.S. stockmarket,&#34; Kotok said.</p><p>The fallout from the hectic week exacerbated trends for stocks and bonds that have been in place all year, pushing down prices for both asset classes. But the murky outlook meant that they were still not cheap enough for some investors.</p><p>&#34;We think the time to go long in equities is still ahead of us until we see signs that the market has bottomed,&#34; said Jake Jolly, senior investment strategist at BNY Mellon, who has been increasing his allocation to short duration sovereign bonds.</p><p>&#34;The market is getting closer and closer to pricing in this recession that is widely expected but it is not yet fully priced in.&#34;</p><p>Rough week in global equities https://graphics.reuters.com/USA-STOCKS/GLOBAL/dwvkrxoxapm/chart.png</p><p>Goldman Sachs strategists on Friday lowered their year-end target for the benchmark U.S. stock index, the S&amp;P 500, to 3,600 from 4,300. The index was last at 3,693.23.</p><p>Bond yields, which move inversely to prices, surged across the world. Yields on the benchmark U.S. 10-year Treasury hit their highest level in more than 12 years, while Germany&#39;s two-year bond yield rose above 2% for the first time since late 2008. In the UK, five year gilts leapt 50 bps -- their biggest one-day jump since at least late 1991, according to Refinitiv data.</p><p>&#34;At some point, the fears will shift from inflation to growth,&#34; said Matthew Nest, global head of active fixed income at State Street Global Advisors, who thinks bond yields have moved so high they are starting to look &#34;pretty attractive.&#34;</p><p>Investors fear things will get worse before they get better.</p><p>&#34;The question is now not whether we are going into a recession, it is how deep will the recession be, and might we have some form of financial crisis and major global liquidity shock,&#34; said Mike Riddell, a senior fixed income portfolio manager at Allianz Global Investors in London.</p><p>Because monetary policy tends to work with a lag, Riddell estimates the renewed hawkishness from central banks means the global economy will be even weaker by the middle of next year.</p><p>&#34;We are of the view that markets are still massively underestimating the global economic growth hit that is coming,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270440281","content_text":"(Reuters) - Global investors are preparing for more market mayhem after a monumental week that whipsawed asset prices around the world, as central banks and governments ramped up their fight against inflation.Signs of extraordinary times were everywhere. The Federal Reserve delivered its third straight seventy-five basis point rate hike while Japan intervened to shore up the yen for the first time since 1998. The British pound slid to a fresh 37-year trough against the dollar after the country's new finance minister unleashed historic tax cuts and huge increases in borrowing.\"It's hard to know what will break where, and when,\" said Mike Kelly, head of multi-asset at PineBridge Investments (US). \"Before, the thinking had been that a recession would be short and shallow. Now we're throwing that away and thinking about the unintended consequences of much tighter monetary policy.\"Stocks plunged everywhere. The Dow Jones Industrial Average nearly joined the S&P 500 and Nasdaq in a bear market while bonds tumbled to their lowest level in years as investors recalibrated their portfolios to a world of persistent inflation and rising interest rates.Towering above it all was the U.S. dollar, which has rocketed to its highest level in 20 years against a basket of currencies, lifted in part by investors seeking shelter from the wild swings in markets.\"Currency exchange rates ... are now violent in their moves,\" said David Kotok, chairman and chief investment officer at Cumberland Advisors. \"When governments and central banks are in the business of setting the interest rates they are shifting the volatility to the currency markets.\"For now, the selloffs across asset classes have drawn few bargain hunters. In fact, many believe things are bound to get worse as tighter monetary policy across the globe raises the risks of a worldwide recession.\"We remain cautious,\" said Russ Koesterich, who oversees the Global Allocation Fund for Blackrock, the world's largest asset manager, noting his allocation to equities is \"well below benchmark\" and he is also cautious on bonds.\"I think there's a lot of uncertainty on how quickly inflation will come down, there's a lot of uncertainty about whether or not the Fed will go through with as an aggressive tightening campaign as they signaled this week.\"Kotok said he is positioned conservatively with high cash levels. \"I'd like to see enough of a selloff to make entry attractive in the U.S. stockmarket,\" Kotok said.The fallout from the hectic week exacerbated trends for stocks and bonds that have been in place all year, pushing down prices for both asset classes. But the murky outlook meant that they were still not cheap enough for some investors.\"We think the time to go long in equities is still ahead of us until we see signs that the market has bottomed,\" said Jake Jolly, senior investment strategist at BNY Mellon, who has been increasing his allocation to short duration sovereign bonds.\"The market is getting closer and closer to pricing in this recession that is widely expected but it is not yet fully priced in.\"Rough week in global equities https://graphics.reuters.com/USA-STOCKS/GLOBAL/dwvkrxoxapm/chart.pngGoldman Sachs strategists on Friday lowered their year-end target for the benchmark U.S. stock index, the S&P 500, to 3,600 from 4,300. The index was last at 3,693.23.Bond yields, which move inversely to prices, surged across the world. Yields on the benchmark U.S. 10-year Treasury hit their highest level in more than 12 years, while Germany's two-year bond yield rose above 2% for the first time since late 2008. In the UK, five year gilts leapt 50 bps -- their biggest one-day jump since at least late 1991, according to Refinitiv data.\"At some point, the fears will shift from inflation to growth,\" said Matthew Nest, global head of active fixed income at State Street Global Advisors, who thinks bond yields have moved so high they are starting to look \"pretty attractive.\"Investors fear things will get worse before they get better.\"The question is now not whether we are going into a recession, it is how deep will the recession be, and might we have some form of financial crisis and major global liquidity shock,\" said Mike Riddell, a senior fixed income portfolio manager at Allianz Global Investors in London.Because monetary policy tends to work with a lag, Riddell estimates the renewed hawkishness from central banks means the global economy will be even weaker by the middle of next year.\"We are of the view that markets are still massively underestimating the global economic growth hit that is coming,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997013534,"gmtCreate":1661726858330,"gmtModify":1676536565108,"author":{"id":"3582359360248748","authorId":"3582359360248748","name":"ML808","avatar":"https://static.tigerbbs.com/f601c68849ffbac8b7679f40f1471368","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582359360248748","authorIdStr":"3582359360248748"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997013534","repostId":"1161837457","repostType":4,"repost":{"id":"1161837457","pubTimestamp":1661645647,"share":"https://ttm.financial/m/news/1161837457?lang=&edition=fundamental","pubTime":"2022-08-28 08:14","market":"us","language":"en","title":"Nvidia: Guidance Is A Game-Changer","url":"https://stock-news.laohu8.com/highlight/detail?id=1161837457","media":"Seeking Alpha","summary":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guida","content":"<html><head></head><body><p>Summary</p><ul><li>Massive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.</li><li>Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.</li><li>Nvidia’s FY 2023 revenue estimates are set for a major downward revision.</li></ul><p>Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia&#39;s third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker&#39;s results last year. Because of the size of the expected revenue drop-off in FQ3&#39;23, Nvidia&#39;s shares are likely set to correct further to the downside!</p><p><b>Nvidia&#39;s FQ2&#39;23 earnings card was as expected</b></p><p>Nvidia&#39;s second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia&#39;s FQ2&#39;23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia&#39;s gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia&#39;s graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.</p><p><img src=\"https://static.tigerbbs.com/9690c900cda9585b16d72361723e11ca\" tg-width=\"909\" tg-height=\"274\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Final FQ2&#39;23 Results</p><p>Nvidia&#39;s Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia&#39;s computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia&#39;s Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia&#39;s Gaming segment regarding revenue generation in FQ2.</p><p>While Nvidia&#39;s Gaming business saw the biggest slowdown, the firm&#39;s &#39;OEM and Other&#39; business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia&#39;s CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).</p><p>Nvidia doesn&#39;t break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don&#39;t see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.</p><p><img src=\"https://static.tigerbbs.com/021fa94ce8462c4eecb6cdfc173dd154\" tg-width=\"1058\" tg-height=\"578\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Nvidia: Segment Revenue Trends</p><p><b>Nightmarish guidance</b></p><p>The most important piece of new information in Nvidia&#39;s release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia&#39;s business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia&#39;s revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.</p><p>I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.</p><h3>My expectations for Nvidia going forward</h3><p>I expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.</p><p>Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia&#39;s revenue potential. I also expect the pricing trend for both NVIDIA&#39;s GeForce RTX 30 and AMD&#39;s Radeon RX 6000 to remain negative, with larger discounts to the manufacturer&#39;s suggested retail price possible. Nvidia&#39;s RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia&#39;s flagship graphics card to trade at even higher discount to the MSRP going forward.</p><p>Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.</p><p><img src=\"https://static.tigerbbs.com/297c23d10b4798c94de6cfa3ff793b91\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue (Quarterly YoY Growth) data by YCharts</p><p><b>Estimate and valuation risk</b></p><p>Nvidia&#39;s revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia&#39;s FQ3&#39;23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia&#39;s generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia&#39;s shares.</p><p>Nvidia&#39;s shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.</p><p><img src=\"https://static.tigerbbs.com/92263effbea15a27a9d0154ceff211d1\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>NVDA Revenue Estimates for Current Fiscal Yeardata by YCharts</p><p><b>Other risks/considerations with Nvidia</b></p><p>I see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia&#39;s GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3&#39;23, will reflect a reset of growth expectations which in itself could lead Nvidia&#39;s shares into a new down-leg.</p><p><b>Final thoughts</b></p><p>Shares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia&#39;s period of hyper-growth is ending.</p><p>Nvidia&#39;s outlook for FQ3&#39;23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia&#39;s valuation much more severely going forward. As estimates correct to the downside, Nvidia&#39;s valuation is set to experience more pressure!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia: Guidance Is A Game-Changer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: Guidance Is A Game-Changer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-28 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4537353-nvidia-nvda-guidance-game-changer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161837457","content_text":"SummaryMassive slowdown in the Gaming business is affecting Nvidia’s revenue prospects.Revenue guidance for FQ3 was a real shocker as the outlook underperformed estimates by $1.0B.Nvidia’s FY 2023 revenue estimates are set for a major downward revision.Nvidia (NASDAQ:NVDA) finally released highly anticipated earnings for its second fiscal quarter of FY 2023. Part of the earnings report card was the outlook for Nvidia's third fiscal quarter, which was significantly worse than expected. Nvidia is seeing a massiveslowdown in its Gaming business due to weakening demand and pricing for graphics processing units which have supported the chip maker's results last year. Because of the size of the expected revenue drop-off in FQ3'23, Nvidia's shares are likely set to correct further to the downside!Nvidia's FQ2'23 earnings card was as expectedNvidia's second quarter results largely conformed with the release of preliminary results from the beginning of August. Nvidia guided for $6.7B in FQ2 revenues due to a 33% year-over-year top line decrease in the Gaming segment. Actual revenues for Nvidia's FQ2'23 were indeed $6.7B, showing 3% growth year-over-year, but also a 19% drop-off compared to FQ1. Unfortunately, Nvidia's gross margins collapsed in the second fiscal quarter to 45.9%, showing a decrease of 21.1 PP quarter-over-quarter. The drop in revenues and gross margins was overwhelmingly caused by the Gaming segment which reported, as expected, a 44% quarter-over-quarter drop in revenues due toweakening demand for GPUs and declining pricing strengthfor Nvidia's graphic cards. Weakening pricing for GPUsalso affected AMDin the last quarter, but Nvidia is more reliant on GPU sales than AMD and therefore more affected than its rival by the slowdown in the industry.Nvidia: Final FQ2'23 ResultsNvidia's Data Center revenues soared 61% year-over-year to $3.8B in FQ2 due to growing customer uptake of Nvidia's computing platforms that support data analysis and allow for the managing and scaling of artificial intelligence applications. Nvidia's Data Center business, because of the slowdown in the GPU segment, pulled ahead of Nvidia's Gaming segment regarding revenue generation in FQ2.While Nvidia's Gaming business saw the biggest slowdown, the firm's 'OEM and Other' business -- which includes the sale of dedicated cryptocurrency mining processors/CMPs -- also slumped. Nvidia's CMPs are used by cryptocurrency miners to validate transactions for proof of work cryptocurrencies like Ethereum (ETH-USD).Nvidia doesn't break out how much of its OEM revenues are related to CMP sales, but crashing cryptocurrency prices in 2022 have not been good for business, obviously. Nvidia generated just $140M of OEM and Other revenues in FQ2, showing a decline of 66% year-over-year, due chiefly to decelerating demand for dedicated cryptocurrency mining processors. For those reasons, I don't see Nvidia developing its CMP business into a multi-billion dollar revenue opportunity, aspredicted previously, in the near term.Nvidia: Segment Revenue TrendsNightmarish guidanceThe most important piece of new information in Nvidia's release was the outlook for FQ3. Nvidia expects revenues of $5.90B plus or minus $118M, which would mark another 12% quarter-over-quarter decrease in consolidated revenues, which comes on top of the 19% quarter-over-quarter drop in revenues in FQ2. On an annualized basis, FQ3 revenues are down 29% compared to the beginning of the year, which marks a massive slowdown in Nvidia's business. The revenue downgrade for FQ3 occurred as Nvidia expects the Gaming industry to adjust to lower GPU demand and work throughhigh inventory levels. Nvidia's revenue guidance of $5.9B for FQ3 compares to aconsensus FQ3 estimate of $6.9B, meaning actual guidance was a massive $1.0B below the most recent revenue prediction.I expected a sequential down-turn in revenues, led by Gaming, and projected FQ3 revenues to be between $6.0B to $6.2B, which reflected a sequential decline of up to 10%. Apparently, the situation in the Gaming industry is even more serious for Nvidia than expected, and it will affect how the market generates revenue estimates and values the stock going forward.My expectations for Nvidia going forwardI expect Nvidia to continue to expand its Data Center business as demand for cloud computing, AI applications and hyper-scale platforms is only going to grow. However, I expect growth in this segment to be overshadowed by continual declines and pricing weakness in the Gaming segment. Worldwide PC shipments are expected to decline 9.5% (according toGartner) in 2022, but I believe the drop could be even larger if a deeper US recession were to bite.Since there is no short-term solution to getting rid of high inventories in the PC industry, I expect pricing weakness in the GPU market to weigh on Nvidia's revenue potential. I also expect the pricing trend for both NVIDIA's GeForce RTX 30 and AMD's Radeon RX 6000 to remain negative, with larger discounts to the manufacturer's suggested retail price possible. Nvidia's RTX 30 GPU was available at a 9% discount to MSRP in July. Given the high inventory levels in the PC market paired with a drop-off in GPU demand, I expect Nvidia's flagship graphics card to trade at even higher discount to the MSRP going forward.Because of the headwinds in the Gaming business, I expect Nvidia to generate about $27B in full-year revenues in FY 2023 (down from $28B), which means the chip maker could see no year-over-year growth whatsoever this year.NVDA Revenue (Quarterly YoY Growth) data by YChartsEstimate and valuation riskNvidia's revenue estimates are now going to reset after the chip maker submitted a seriously bad guidance for its third fiscal quarter. As analysts incorporate Nvidia's FQ3'23 revenue guidance into their projections, Nvidia is likely going to see a massive, broad-based reduction for its FY 2023 revenue predictions. Since lofty revenue expectations have been used to justify Nvidia's generous valuation, a reset of expectations has the potential to drive a downward revaluation of Nvidia's shares.Nvidia's shares dropped 4.6% after regular trading yesterday and, I believe, the drop does not accurately reflect the seriousness of the sequential revenue downgrade. Nvidia currently has a P-S ratio of 12.2x, and if revenue estimates continue to fall, the valuation factor may even increase.NVDA Revenue Estimates for Current Fiscal Yeardata by YChartsOther risks/considerations with NvidiaI see two big risks for Nvidia at this point in time. The first one is that the slowdown in the GPU market may last for quite some time, meaning Nvidia may have to deal with slowing Gaming segment revenues for more than just one more quarter. This is because thePC market is in a declinewhich affects the shipment of Nvidia's GPUs. Secondly, revenue and earnings estimates, especially after the nightmarish guidance for FQ3'23, will reflect a reset of growth expectations which in itself could lead Nvidia's shares into a new down-leg.Final thoughtsShares of Nvidia dropped 4.6% after the market closed, but I believe the sharpness of the expected revenue decline in FQ3 is not accurately reflected in this drop. The guidance truly is a game-changer because Nvidia's period of hyper-growth is ending.Nvidia's outlook for FQ3'23 revenues was $1.0B below expectations and the company is going through a major post-pandemic reset in the GPU market… which could affect Nvidia's valuation much more severely going forward. As estimates correct to the downside, Nvidia's valuation is set to experience more pressure!","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}