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2023-06-07

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2023-06-07

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2023-06-07

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@TigerEvents:Light up your investing with Tiger, play and win prizes worth up to USD 999

2023-03-09

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Nasdaq Bear Market: 2 Remarkable Growth Stocks Down 75% and 86% to Buy in March and Hold Forever

2023-01-29

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This Little-Known Indicator Is Bullish for 2023

2023-01-25

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2 Growth Stocks Down More Than 50% to Buy Now

2023-01-23

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Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now

2023-01-22

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Wall Street's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More

2023-01-17

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Better Buy: Nvidia vs. Taiwan Semiconductor Stock

2023-01-17

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2023-01-15

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2023-01-13

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2023-01-11

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2023-01-10

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Jerome Powell Says Bringing Down Inflation Could Fuel Political Opposition

2023-01-09

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Inflation Data, Banks Kick off Earnings Season: What to Know This Week

2023-01-08

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2023-01-07

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2023-01-05

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Down Over 20% In 2022, These 3 Warren Buffett Stocks Are Smart Buys in 2023

2023-01-05

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CES Gadget Gala Looks to Shake off Economic Gloom

2023-01-04

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7 Sensational Stocks That Can Double Your Money in 2023

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Please have more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/184745684889760","isVote":1,"tweetType":1,"viewCount":1235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184744545701968,"gmtCreate":1686128214243,"gmtModify":1686128217769,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184744545701968","repostId":"9970552986","repostType":1,"repost":{"id":9970552986,"gmtCreate":1684749089245,"gmtModify":1686052573124,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Light up your investing with Tiger, play and win prizes worth up to USD 999","htmlText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! 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That drawdown wiped away trillions of dollars in wealth, but it has also created a buying opportunity for patient investors. To quote Warren Buffett, &#34;The best chance to deploy capital is when things are going down.&#34;</p><p>With that in mind, shares of <b>Roku</b> and <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b> are down 86% and 75%, respectively, but the future still looks bright for both businesses. Here&#39;s why these growth stocks are worth buying today.</p><h2>Roku: A leader in streaming entertainment</h2><p>Roku reported disappointing financial results last year. Revenue increased just 13% to $3.1 billion and cash flow from operating activities dropped 95% to $11.8 million. But that dismal performance can be traced back to temporary economic headwinds. Specifically, many brands reduced their ad budgets to compensate for the decline in consumer spending brought on by high inflation. That situation should resolve itself in time, though, and Roku is well positioned to reaccelerate growth when that happens.</p><p>The company is following in the footsteps of <b>Alphabet</b>. Much like Google Search is the onramp to the internet, Roku is becoming the gateway to streaming entertainment. Its superior operating system and reputation for affordability have won favor with consumers. In fact, Roku is the most popular streaming platform in the U.S., Canada, and Mexico as measured by hours streamed, and it ranked as the fastest-growing brand (in any product category) among Gen Z and millennial consumers last year.</p><p>Streaming still accounts for a relatively small portion of television viewing time, but Roku is perfectly positioned to benefit as more consumers cut ties with cable and satellite. To quote company president Charlie Collier: &#34;Roku is not just another player in the streaming wars, but the streaming wars are actually being fought on the Roku platform, and that is a tremendous advantage.&#34;</p><p>Indeed, online video ad spend is expected to increase at 14% annually to reach $362 billion by 2027, and Roku is perfectly positioned to benefit. But the company also generates transaction-based revenue when viewers purchase content through its platform, and it recently partnered with <b>Walmart</b> and <b>DoorDash</b> to bring shoppable ads to its platform. Roku also launched new smart home devices in the fourth quarter, including cameras and video doorbells, and it plans to monetize those products with services like cloud storage and AI-based alerts.</p><p>In a nutshell, Roku is already well positioned to benefit as brands spend a larger portion of their ad budgets on streaming video, but the company is also experimenting with adjacent revenue streams that extend its market opportunity. In that context, shares look relatively cheap at their current valuation of 2.8 times sales. That&#39;s why this growth stock is worth buying.</p><h2>PayPal: A leader in digital payments</h2><p>PayPal faced significant economic headwinds last year, but management reacted quickly by cutting costs and refocusing investments on its digital wallets and checkout solutions, two areas where the company benefits from a strong competitive position. Those efforts have already produced tangible results. While revenue increased just 7% to $7.4 billion in the fourth quarter, PayPal managed to cut $900 million in expenses throughout the year, which resulted in non-GAAP earnings growth of 11% in the fourth quarter, up from negative 28% in the first quarter.</p><p>This year looks even better. PayPal plans to cut an additional $1.6 billion in expenses, and management is forecasting non-GAAP earnings growth of 18% in 2023. Of course, consumer spending will likely remain muted until inflation cools, meaning investors should expect weak revenue growth in the coming quarters. But PayPal is well-positioned to reaccelerate its top-line momentum in a more favorable economic environment.</p><p>The long-term investment thesis is straightforward: Digital payments are replacing cash transactions both online and offline, driven by the growing popularity of e-commerce and mobile wallets, and PayPal is perfectly positioned to benefit from those trends. It is the most accepted digital wallet in North America and Europe, and it was the second-most-downloaded finance app worldwide last year. According to Statista, PayPal is also the leader in online payment processing, with 42% market share.</p><p>Additionally, PayPal recently partnered with <b>Apple</b> to bring the iPhone maker&#39;s Tap to Pay technology to PayPal and Venmo iOS apps. That partnership will evolve this year, as U.S. consumers will soon be able to add PayPal- and Venmo-branded credit and debit cards to their Apple Wallets and use them anywhere Apple Pay is accepted. Those new features are especially noteworthy because Apple Pay is the most popular in-store mobile wallet among U.S. consumers, meaning the partnership positions PayPal to strengthen its position in physical retail.</p><p>Management estimates its addressable market at $110 trillion, but PayPal processed just $1.4 trillion last year, indicating the company has captured just 1.2% of its market opportunity. The stock currently trades at 3.2 times sales, near its cheapest valuation in the last five years. That creates a compelling buying opportunity for investors.</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>Nasdaq Bear Market: 2 Remarkable Growth Stocks Down 75% and 86% to Buy in March 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\">\nNasdaq Bear Market: 2 Remarkable Growth Stocks Down 75% and 86% to Buy in March and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-09 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/08/2-growth-stocks-down75-and-86-to-buy-in-march/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>High inflation and rising interest rates pulled the Nasdaq Composite into a bear market last year, and the technology-heavy index is still 27% off its high. That drawdown wiped away trillions of ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/08/2-growth-stocks-down75-and-86-to-buy-in-march/\">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/2023/03/08/2-growth-stocks-down75-and-86-to-buy-in-march/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317084402","content_text":"High inflation and rising interest rates pulled the Nasdaq Composite into a bear market last year, and the technology-heavy index is still 27% off its high. That drawdown wiped away trillions of dollars in wealth, but it has also created a buying opportunity for patient investors. To quote Warren Buffett, \"The best chance to deploy capital is when things are going down.\"With that in mind, shares of Roku and PayPal Holdings are down 86% and 75%, respectively, but the future still looks bright for both businesses. Here's why these growth stocks are worth buying today.Roku: A leader in streaming entertainmentRoku reported disappointing financial results last year. Revenue increased just 13% to $3.1 billion and cash flow from operating activities dropped 95% to $11.8 million. But that dismal performance can be traced back to temporary economic headwinds. Specifically, many brands reduced their ad budgets to compensate for the decline in consumer spending brought on by high inflation. That situation should resolve itself in time, though, and Roku is well positioned to reaccelerate growth when that happens.The company is following in the footsteps of Alphabet. Much like Google Search is the onramp to the internet, Roku is becoming the gateway to streaming entertainment. Its superior operating system and reputation for affordability have won favor with consumers. In fact, Roku is the most popular streaming platform in the U.S., Canada, and Mexico as measured by hours streamed, and it ranked as the fastest-growing brand (in any product category) among Gen Z and millennial consumers last year.Streaming still accounts for a relatively small portion of television viewing time, but Roku is perfectly positioned to benefit as more consumers cut ties with cable and satellite. To quote company president Charlie Collier: \"Roku is not just another player in the streaming wars, but the streaming wars are actually being fought on the Roku platform, and that is a tremendous advantage.\"Indeed, online video ad spend is expected to increase at 14% annually to reach $362 billion by 2027, and Roku is perfectly positioned to benefit. But the company also generates transaction-based revenue when viewers purchase content through its platform, and it recently partnered with Walmart and DoorDash to bring shoppable ads to its platform. Roku also launched new smart home devices in the fourth quarter, including cameras and video doorbells, and it plans to monetize those products with services like cloud storage and AI-based alerts.In a nutshell, Roku is already well positioned to benefit as brands spend a larger portion of their ad budgets on streaming video, but the company is also experimenting with adjacent revenue streams that extend its market opportunity. In that context, shares look relatively cheap at their current valuation of 2.8 times sales. That's why this growth stock is worth buying.PayPal: A leader in digital paymentsPayPal faced significant economic headwinds last year, but management reacted quickly by cutting costs and refocusing investments on its digital wallets and checkout solutions, two areas where the company benefits from a strong competitive position. Those efforts have already produced tangible results. While revenue increased just 7% to $7.4 billion in the fourth quarter, PayPal managed to cut $900 million in expenses throughout the year, which resulted in non-GAAP earnings growth of 11% in the fourth quarter, up from negative 28% in the first quarter.This year looks even better. PayPal plans to cut an additional $1.6 billion in expenses, and management is forecasting non-GAAP earnings growth of 18% in 2023. Of course, consumer spending will likely remain muted until inflation cools, meaning investors should expect weak revenue growth in the coming quarters. But PayPal is well-positioned to reaccelerate its top-line momentum in a more favorable economic environment.The long-term investment thesis is straightforward: Digital payments are replacing cash transactions both online and offline, driven by the growing popularity of e-commerce and mobile wallets, and PayPal is perfectly positioned to benefit from those trends. It is the most accepted digital wallet in North America and Europe, and it was the second-most-downloaded finance app worldwide last year. According to Statista, PayPal is also the leader in online payment processing, with 42% market share.Additionally, PayPal recently partnered with Apple to bring the iPhone maker's Tap to Pay technology to PayPal and Venmo iOS apps. That partnership will evolve this year, as U.S. consumers will soon be able to add PayPal- and Venmo-branded credit and debit cards to their Apple Wallets and use them anywhere Apple Pay is accepted. Those new features are especially noteworthy because Apple Pay is the most popular in-store mobile wallet among U.S. consumers, meaning the partnership positions PayPal to strengthen its position in physical retail.Management estimates its addressable market at $110 trillion, but PayPal processed just $1.4 trillion last year, indicating the company has captured just 1.2% of its market opportunity. The stock currently trades at 3.2 times sales, near its cheapest valuation in the last five years. That creates a compelling buying opportunity for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952723600,"gmtCreate":1675011927600,"gmtModify":1676538970135,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952723600","repostId":"2306584472","repostType":4,"repost":{"id":"2306584472","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674958208,"share":"https://ttm.financial/m/news/2306584472?lang=&edition=full_marsco","pubTime":"2023-01-29 10:10","market":"us","language":"en","title":"This Little-Known Indicator Is Bullish for 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2306584472","media":"Dow Jones","summary":"The 'January Sentiment Effect'A bullish 2023 appears to be in the cards for the stock market, accord","content":"<html><head></head><body><h2>The &#39;January Sentiment Effect&#39;</h2><p>A bullish 2023 appears to be in the cards for the stock market, according to a little-known indicator that keys off investor sentiment in January.</p><p>The indicator, dubbed by its creators the &#34;January Sentiment Effect,&#34; was introduced in a 2018 study in the International Review of Financial Analysis. It is based on the tendency for a January jump in investor sentiment to have a positive impact on the stock market for the remainder of the year. That&#39;s because more optimistic consumers will tend to increase the equity allocations of their 401(k) and IRA portfolio. And since many make those allocation changes just once a year, in January, the increase in equity allocation at the first of the year will have bullish ripple effects for the next 11 months.</p><p>Entitled &#34;The January Sentiment Effect in the U.S. Stock Market,&#34; the study was conducted by Zhongdong Chen of the University of Northern Iowa and Phillip Daves of the University of Tennessee Knoxville.</p><p>To test their theory for why the January Sentiment Effect works, the professors focused on the University of Michigan&#39;s Index of Consumer Sentiment <a href=\"https://laohu8.com/S/ICS.AU\">$(ICS.AU)$</a> back to 1978, when monthly values for the index first became available. In those years since then in which the ICS was higher in January than in the preceding December, the stock market produced above-average performance from February through December--and vice versa.</p><p>That&#39;s what bodes well for the remainder of 2023. From a reading of 59.7 in December, the ICS jumped to 64.9 in January, according to the latest numbers from the University of Michigan. That&#39;s one of the bigger monthly changes in ICS&#39;s history--ranking at the 91 percentile among all monthly changes since 1978.</p><p>As a further test that consumer sentiment in January is the cause of the &#34;January Sentiment Effect,&#34; the professors repeated their test for each of the other 11 months of the calendar. Unlike for January, they found no correlation between any of those other months&#39; sentiment changes and the stock market&#39;s returns over the subsequent 11 months. These results increase our confidence that the January-over-December change in consumer sentiment is a helpful indicator.</p><p>Note carefully that, even though there is a superficial similarity between the January Barometer and the January Sentiment Effect, the two indicators in fact are quite distinct. The January Barometer is the notion that the stock market&#39;s direction in January predicts the market&#39;s direction over the subsequent 11 months. But, as I&#39;ve pointed out numerous times before, the January Barometer has no statistical significance. Several other months besides January have just as good an &#34;ability,&#34; if not better, to foretell the market&#39;s direction over the subsequent 11 months.</p><p>In contrast, the January Sentiment Effect reflects an attribute that January alone possesses.</p><p>Since there have been just five years since the professors&#39; study, we don&#39;t have enough data to conduct a robust real-time test of their results. Of those five years, however, there was just one in which the ICS jumped from December to January. In that year, the stock market&#39;s February-through-December gain was four times larger than the average comparable gain in the other four years.</p><p>The bottom line? The fact that January is posed it go down in the history books as an up month for the stock market tells us nothing about the rest of 2023. The fact that the consumer is more upbeat in January than in December tells us a lot.</p><p>January 28, 2023 08:26 ET (13:26 GMT)</p><p>Copyright (c) 2023 Dow Jones &amp; Company, Inc.</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>This Little-Known Indicator Is Bullish 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\">\nThis Little-Known Indicator Is Bullish for 2023\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\">2023-01-29 10:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2>The &#39;January Sentiment Effect&#39;</h2><p>A bullish 2023 appears to be in the cards for the stock market, according to a little-known indicator that keys off investor sentiment in January.</p><p>The indicator, dubbed by its creators the &#34;January Sentiment Effect,&#34; was introduced in a 2018 study in the International Review of Financial Analysis. It is based on the tendency for a January jump in investor sentiment to have a positive impact on the stock market for the remainder of the year. That&#39;s because more optimistic consumers will tend to increase the equity allocations of their 401(k) and IRA portfolio. And since many make those allocation changes just once a year, in January, the increase in equity allocation at the first of the year will have bullish ripple effects for the next 11 months.</p><p>Entitled &#34;The January Sentiment Effect in the U.S. Stock Market,&#34; the study was conducted by Zhongdong Chen of the University of Northern Iowa and Phillip Daves of the University of Tennessee Knoxville.</p><p>To test their theory for why the January Sentiment Effect works, the professors focused on the University of Michigan&#39;s Index of Consumer Sentiment <a href=\"https://laohu8.com/S/ICS.AU\">$(ICS.AU)$</a> back to 1978, when monthly values for the index first became available. In those years since then in which the ICS was higher in January than in the preceding December, the stock market produced above-average performance from February through December--and vice versa.</p><p>That&#39;s what bodes well for the remainder of 2023. From a reading of 59.7 in December, the ICS jumped to 64.9 in January, according to the latest numbers from the University of Michigan. That&#39;s one of the bigger monthly changes in ICS&#39;s history--ranking at the 91 percentile among all monthly changes since 1978.</p><p>As a further test that consumer sentiment in January is the cause of the &#34;January Sentiment Effect,&#34; the professors repeated their test for each of the other 11 months of the calendar. Unlike for January, they found no correlation between any of those other months&#39; sentiment changes and the stock market&#39;s returns over the subsequent 11 months. These results increase our confidence that the January-over-December change in consumer sentiment is a helpful indicator.</p><p>Note carefully that, even though there is a superficial similarity between the January Barometer and the January Sentiment Effect, the two indicators in fact are quite distinct. The January Barometer is the notion that the stock market&#39;s direction in January predicts the market&#39;s direction over the subsequent 11 months. But, as I&#39;ve pointed out numerous times before, the January Barometer has no statistical significance. Several other months besides January have just as good an &#34;ability,&#34; if not better, to foretell the market&#39;s direction over the subsequent 11 months.</p><p>In contrast, the January Sentiment Effect reflects an attribute that January alone possesses.</p><p>Since there have been just five years since the professors&#39; study, we don&#39;t have enough data to conduct a robust real-time test of their results. Of those five years, however, there was just one in which the ICS jumped from December to January. In that year, the stock market&#39;s February-through-December gain was four times larger than the average comparable gain in the other four years.</p><p>The bottom line? The fact that January is posed it go down in the history books as an up month for the stock market tells us nothing about the rest of 2023. The fact that the consumer is more upbeat in January than in December tells us a lot.</p><p>January 28, 2023 08:26 ET (13:26 GMT)</p><p>Copyright (c) 2023 Dow Jones &amp; Company, Inc.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306584472","content_text":"The 'January Sentiment Effect'A bullish 2023 appears to be in the cards for the stock market, according to a little-known indicator that keys off investor sentiment in January.The indicator, dubbed by its creators the \"January Sentiment Effect,\" was introduced in a 2018 study in the International Review of Financial Analysis. It is based on the tendency for a January jump in investor sentiment to have a positive impact on the stock market for the remainder of the year. That's because more optimistic consumers will tend to increase the equity allocations of their 401(k) and IRA portfolio. And since many make those allocation changes just once a year, in January, the increase in equity allocation at the first of the year will have bullish ripple effects for the next 11 months.Entitled \"The January Sentiment Effect in the U.S. Stock Market,\" the study was conducted by Zhongdong Chen of the University of Northern Iowa and Phillip Daves of the University of Tennessee Knoxville.To test their theory for why the January Sentiment Effect works, the professors focused on the University of Michigan's Index of Consumer Sentiment $(ICS.AU)$ back to 1978, when monthly values for the index first became available. In those years since then in which the ICS was higher in January than in the preceding December, the stock market produced above-average performance from February through December--and vice versa.That's what bodes well for the remainder of 2023. From a reading of 59.7 in December, the ICS jumped to 64.9 in January, according to the latest numbers from the University of Michigan. That's one of the bigger monthly changes in ICS's history--ranking at the 91 percentile among all monthly changes since 1978.As a further test that consumer sentiment in January is the cause of the \"January Sentiment Effect,\" the professors repeated their test for each of the other 11 months of the calendar. Unlike for January, they found no correlation between any of those other months' sentiment changes and the stock market's returns over the subsequent 11 months. These results increase our confidence that the January-over-December change in consumer sentiment is a helpful indicator.Note carefully that, even though there is a superficial similarity between the January Barometer and the January Sentiment Effect, the two indicators in fact are quite distinct. The January Barometer is the notion that the stock market's direction in January predicts the market's direction over the subsequent 11 months. But, as I've pointed out numerous times before, the January Barometer has no statistical significance. Several other months besides January have just as good an \"ability,\" if not better, to foretell the market's direction over the subsequent 11 months.In contrast, the January Sentiment Effect reflects an attribute that January alone possesses.Since there have been just five years since the professors' study, we don't have enough data to conduct a robust real-time test of their results. Of those five years, however, there was just one in which the ICS jumped from December to January. In that year, the stock market's February-through-December gain was four times larger than the average comparable gain in the other four years.The bottom line? The fact that January is posed it go down in the history books as an up month for the stock market tells us nothing about the rest of 2023. The fact that the consumer is more upbeat in January than in December tells us a lot.January 28, 2023 08:26 ET (13:26 GMT)Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952695542,"gmtCreate":1674669612087,"gmtModify":1676538951929,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952695542","repostId":"2305111142","repostType":4,"repost":{"id":"2305111142","kind":"highlight","pubTimestamp":1674660541,"share":"https://ttm.financial/m/news/2305111142?lang=&edition=full_marsco","pubTime":"2023-01-25 23:29","market":"us","language":"en","title":"2 Growth Stocks Down More Than 50% to Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305111142","media":"Motley Fool","summary":"Roku and Shopify are great bargains now.","content":"<html><head></head><body><p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.</p><p>Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they&#39;re dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are <b>Roku</b> and <b>Shopify</b>.</p><p>Here&#39;s a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.</p><h2>1. Roku: Streaming is still growing</h2><p>Roku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.</p><p>First, subscriber growth in services like <b>Netflix </b>seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.</p><p>Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.</p><p>However, it&#39;s a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.</p><p>Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.</p><p>Roku&#39;s business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and <b>Disney</b> recently adding advertising tiers, Roku should get some significant tailwinds over time.</p><p>Despite the current headwinds, Roku&#39;s long-term growth still looks promising, and the stock should recover once the ad market picks up.</p><h2>2. Shopify: E-commerce will rebound</h2><p>Much like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.</p><p>Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.</p><p>Shopify is far from the only e-commerce stock that&#39;s struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including <b>Amazon</b>, <b>Etsy</b>, and <b><a href=\"https://laohu8.com/S/W\">Wayfair</a></b>.</p><p>Despite those headwinds, the long-term opportunity for Shopify is still intact. It&#39;s the clear leader in e-commerce software, and it&#39;s still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.</p><p>As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.</p><p>However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.</p><p>Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks Down More Than 50% to Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks Down More Than 50% to Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2023/01/24/2-growth-stocks-down-more-than-50-to-buy-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305111142","content_text":"Growth stocks have been crushed over the last year, but just as they ran too high during the pandemic, they now seem to have fallen too far during the sell-off.Valuations have crumbled, and investors have gone from thinking industries like e-commerce would have limitless growth to believing that they're dead. That sell-off has created a buying opportunity, and two stocks down big that look especially promising are Roku and Shopify.Here's a closer look at why each of these growth stocks holds significant long-term promise despite being down more than 50% over the past 12 months.1. Roku: Streaming is still growingRoku stock is down a whopping 89% from its peak in 2021, as seemingly everything has gone wrong for the leading streaming platform.First, subscriber growth in services like Netflix seemed to hit a ceiling after a surge in growth earlier in the pandemic. The ad market also shriveled as brands are preparing for a recession and cutting spending. In fact, the slowdown is bad enough that Roku actually forecast a decline in revenue in the fourth quarter.Roku has also swung from profits in 2021 to sizable losses as the company stepped up its investments in the business just as revenue growth started to slow.However, it's a mistake to think the Roku growth story is dead. In fact, the company continues to grow users and viewing time, which is a sign that demand for its service remains strong.Earlier in January, the company said it had topped 70 million active accounts globally, adding 9.9 million in 2022, more than the 8.9 million it gained in 2021. The company also said streaming hours increased 19% in the year to 87.4 billion, showing that Roku users are spending more time with the platform.Roku's business is centered around advertising. It takes a 30% share of ad inventory from its streaming partners, and with several legacy media companies having recently launched streaming services and Netflix and Disney recently adding advertising tiers, Roku should get some significant tailwinds over time.Despite the current headwinds, Roku's long-term growth still looks promising, and the stock should recover once the ad market picks up.2. Shopify: E-commerce will reboundMuch like Roku stock plunged on weakness in the streaming industry, so has Shopify plunged due to the slowdown in e-commerce.Shares of the e-commerce software leader have tumbled after surging on strong growth during the pandemic. Revenue growth has slowed as its profits have turned into losses, and it has seen a stretched valuation, which was up to a price-to-sales ratio over 50 at one point during the pandemic.Shopify is far from the only e-commerce stock that's struggling lately. In fact, most have experienced the whipsaw effect of a boom and bust during the pandemic, including Amazon, Etsy, and Wayfair.Despite those headwinds, the long-term opportunity for Shopify is still intact. It's the clear leader in e-commerce software, and it's still outgrowing the industry, posting 21% constant-currency growth in gross merchandise volume during the Black Friday weekend. In addition, retail sales volume should continue to shift from brick-and-mortar stores to the online channel over time as delivery gets faster and more convenient and finding the product you want gets even easier.As a software company, Shopify also has the capability to be highly profitable once the business scales and starts to mature, though the company has spent aggressively on growth throughout its history. For example, it spent $2.1 billion last year to acquire Deliverr, a fulfillment technology company, to beef up its own fulfillment network to better compete with Amazon. In fact, Shopify and Amazon increasingly appear to be on a collision course as Amazon as expanding its Buy with Prime program to all eligible merchants at the end of January, posing a potentially serious threat to Shopify.However, if Shopify can fend off that threat, its growth should accelerate as it moves past the difficult comparisons from the pandemic, and it should get tailwinds from the economic recovery whenever that happens.Expect Shopify to continue to develop its fulfillment network, and as it does, the platform will become more attractive to merchants and even more competitive with Amazon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952367872,"gmtCreate":1674470302596,"gmtModify":1676538941766,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952367872","repostId":"2305604719","repostType":4,"repost":{"id":"2305604719","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674488021,"share":"https://ttm.financial/m/news/2305604719?lang=&edition=full_marsco","pubTime":"2023-01-23 23:33","market":"us","language":"en","title":"Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305604719","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     Sometimes, being a value investor means going where others prefer not t","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n     There's value there. \n</p>\n<p>\n     Corrections &amp; amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now\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\">2023-01-23 23:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n     There's value there. \n</p>\n<p>\n     Corrections &amp; amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4507":"流媒体概念","SG9999002232.USD":"Allianz Global High Payout USD","BK4533":"AQR资本管理(全球第二大对冲基金)","WFC":"富国银行","BK4501":"段永平概念","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4534":"瑞士信贷持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","CVI":"CVR能源","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4554":"元宇宙及AR概念","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","CLMT":"卡路美","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1046421795.USD":"富达环球科技A-ACC","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","HAL":"哈里伯顿","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","DIS":"迪士尼","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4138":"石油与天然气的炼制和营销","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","MO":"奥驰亚","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","PM":"菲利普莫里斯","BK4207":"综合性银行","NEX":"NexTier Oilfield Solutions Inc.","ET":"Energy Transfer LP","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4550":"红杉资本持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","COP":"康菲石油","BK4527":"明星科技股","BK4108":"电影和娱乐","BK4585":"ETF&股票定投概念","BK4559":"巴菲特持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","DNOW":"NOW Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305604719","content_text":"By Nicholas Jasinski \n\n\n     Sometimes, being a value investor means going where others prefer not to go. \n\n\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney $(DIS)$, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n\n\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase $(JPM)$, which lacks the same drama -- and that makes it attractive. \n\n\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n\n\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix $(NFLX)$ results eased concerns around streaming, but is still down 30% over the past 12 months. \n\n\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners $(CLMT)$ refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer $(ET)$ owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n\n\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International $(PM)$ and Altria Group $(MO)$, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n\n\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips $(COP)$, with Halliburton $(HAL.UK)$ also in the portfolio. Frank owns shares of refiner CVR Energy $(CVI)$, oil-field services companies NOW $(DNOW)$, and NexTier Oilfield Solutions $(NEX)$. \n\n\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n\n\n     There's value there. \n\n\n     Corrections & amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 23, 2023 15:27 ET (20:27 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952949000,"gmtCreate":1674392316901,"gmtModify":1676538939117,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952949000","repostId":"1166323833","repostType":4,"repost":{"id":"1166323833","kind":"news","pubTimestamp":1674358453,"share":"https://ttm.financial/m/news/1166323833?lang=&edition=full_marsco","pubTime":"2023-01-22 11:34","market":"us","language":"en","title":"Wall Street's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1166323833","media":"The Fly","summary":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street","content":"<html><head></head><body><p>Wall Street experts reveal the five stocks to buy, five stocks to sell this week</p><p>What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of January 16-20.</p><h3>Top 5 Buy calls:</h3><p><a href=\"https://laohu8.com/S/ADBE\">Adobe </a> – William Blair starts coverage of the stock with an Outperform</p><p>On January 17, William Blair analyst Jake Roberge initiated coverage of Adobe with an Outperform rating. Adobe has built a sizable competitive moat for its platform by remaining hyper-focused on its three core markets of creative, marketing, and document workflows, which has helped the company build deep vertical expertise within each of these segments, Roberge tells investors. While acknowledging Adobe is already at a large scale, the analyst says he believes the company&#39;s addressable market is significant and he sees numerous drivers of growth.</p><p><a href=\"https://laohu8.com/S/DPZ\">Domino’s Pizza </a> – Morgan Stanley upgrades stock to Overweight, ups target to $430</p><p>On January 17, Morgan Stanley analyst Brian Harbour upgraded Domino&#39;s Pizza to Overweight from Equal Weight with a price target of $430, up from $370, after assuming coverage of the name. Domino&#39;s Pizza is better positioned to handle a downturn than in the past and with an attractive multiyear opportunity to continue to consolidate the carryout market, Harbour tells investors in a research note.</p><p><a href=\"https://laohu8.com/S/CRWD\">Crowdstrike </a> – BMO and Scotiabank start coverage of the name with Buy-equivalent ratings</p><p>On January 18, BMO Capital analyst Keith Bachman initiated coverage of Crowdstrike with an Outperform rating and $120 price target, citing his belief that CrowdStrike offers &#34;best-in-class endpoint security capabilities&#34; and an expanding platform that will help it compete against Microsoft (MSFT) and others. He also thinks CrowdStrike will benefit from consolidation, particularly as organizations adopt XDR.</p><p>Scotiabank analyst Patrick Colville also started coverage of Crowdstrike with an Outperform rating and $132 price target. CrowdStrike has &#34;a great product,&#34; is early in its penetration of a &#34;robust&#34; end-market, and has scale and profitability, making &#34;one of the very few companies in our coverage&#34; where he doesn&#39;t see an overhang risk in 2023, Colville tells investors. Consensus ARR and free cash flow estimates have been reset to a level he views as &#34;eminently achievable.&#34;</p><p><a href=\"https://laohu8.com/S/GPN\">Global Payments </a> – Morgan Stanley upgrades stock to Overweight, ups target to $135</p><p>On January 17, Morgan Stanley analyst James Faucette upgraded Global Payments to Overweight from Equal Weight with a price target of $135, up from $124. The analyst cites a more favorable competitive backdrop, attractive valuation, the company&#39;s &#34;better recession resilience than feared&#34; and its consistent execution on strategic acquisitions for the upgrade. The competitive environment is changing to favor the incumbents in the payments space, Faucette tells investors in a research note. He believes the shares offer a &#34;compelling valuation&#34; at current share levels.</p><p><a href=\"https://laohu8.com/S/PM\">Philip Morris </a> – Stock upgraded at Jefferies as tobacco sentiment may finally improve</p><p>On January 19, Jefferies analyst Owen Bennett upgraded Philip Morris to Buy from Hold with a price target of $118, up from $86. Tobacco sector sentiment could &#34;finally&#34; shift in 2023 as a likely search for returns visibility triggers more work to better understand the space, Bennett contends. While maybe not recession-proof, &#34;tobacco is certainly recession-resistant,&#34; with better returns visibility in a deteriorating macro backdrop, Bennett tells investors.</p><h3>Top 5 Sell calls:</h3><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> – Guggenheim downgrades the stock to Sell with a price target of $212</p><p>On January 17, Guggenheim analyst John DiFucci downgraded Microsoft to Sell from Neutral with a $212 price target. While stating that his call on the software sector &#34;hasn&#39;t really changed&#34; since he launched coverage in August, the analyst says he believes &#34;numbers still have to come down for many&#34; in the group.</p><p><a href=\"https://laohu8.com/S/PYPL\">PayPal </a> – SMBC Nikko downgrades the stock to Underperform, lowers price target to $75</p><p>On January 18, SMBC Nikko analyst Andrew Bauch downgraded PayPal to Underperform from Neutral with a price target of $75, down from $95. At a bare minimum, the rate of PayPal&#39;s branded share of checkout gains has slowed considerably, particularly in 2022, Bauch tells investors in a research note. The analyst believes PayPal has never been more vulnerable to branded share losses.</p><p><a href=\"https://laohu8.com/S/RBLX\">Roblox </a> – Morgan Stanley downgrades the stock to Underweight, cuts target to $24</p><p>On January 19, Morgan Stanley analyst Matthew Cost downgraded Roblox to Underweight from Equal Weight with a price target of $24, down from $27.50. Cost believes the bookings reacceleration in the first half of the year is priced in, with more mixed catalysts ahead, and expects slower growth in the second half of 2023 and minimal upside from advertising in the near-term, the analyst tells investors in a research note. Cost views North America trends and immersive ads as unlikely to drive further upward revisions this year.</p><p><a href=\"https://laohu8.com/S/SCHW\">Charles Schwab </a> – BofA double downgrades the stock to Underperform from Buy</p><p>On January 19, BofA analyst Craig Siegenthaler double downgraded Charles Schwab to Underperform from Buy with a price target of $75, down from $92, citing his view that client cash sorting will continue at an elevated pace in the first half of the year, pressuring liquidity, interest earnings assets and bank deposit account levels. He also believes the Fed will end its interest rate hiking cycle this summer, which will remove a &#34;powerful near-term profit driver&#34; for Schwab. Siegenthaler is more cautious on rate-sensitive brokers such as Schwab and LPL Financial (LPLA).</p><p><a href=\"https://laohu8.com/S/DXC\">Cognizant &amp; DXC </a> – MoffettNathanson downgrades both stocks to Underperform</p><p>On January 19, MoffettNathanson analyst Lisa Ellis downgraded Cognizant and DXC Technology to Underperform from Market Perform with price targets of $60 and $28, down from $70 and $32, respectively. While the analyst notes that the firm&#39;s most recent CIO survey, which was released two weeks ago, pointed toward continued strong demand for IT Services in 2023, he also argues that the &#34;rising tide only floats some boats.&#34;</p></body></html>","source":"lsy1649979459173","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox 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\">\nWall Street's Top 10 Stock Calls This Week: Microsoft, Adobe, Crowdstrike, PayPal, Roblox and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-22 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thefly.com/landingPageNews.php?id=3648526&headline=ADBE;DPZ;CRWD;GPN;PM;MSFT;PYPL;RBLX;SCHW;LPLA;CTSH;DXC-BuySell-Wall-Streets-top--stock-calls-this-week><strong>The Fly</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall ...</p>\n\n<a href=\"https://thefly.com/landingPageNews.php?id=3648526&headline=ADBE;DPZ;CRWD;GPN;PM;MSFT;PYPL;RBLX;SCHW;LPLA;CTSH;DXC-BuySell-Wall-Streets-top--stock-calls-this-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal","DPZ":"达美乐比萨","RBLX":"Roblox Corporation","PM":"菲利普莫里斯","SCHW":"嘉信理财","ADBE":"Adobe","GPN":"环汇有限公司","CRWD":"CrowdStrike Holdings, Inc.","MSFT":"微软","DXC":"DXC Technology Company"},"source_url":"https://thefly.com/landingPageNews.php?id=3648526&headline=ADBE;DPZ;CRWD;GPN;PM;MSFT;PYPL;RBLX;SCHW;LPLA;CTSH;DXC-BuySell-Wall-Streets-top--stock-calls-this-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166323833","content_text":"Wall Street experts reveal the five stocks to buy, five stocks to sell this weekWhat has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of January 16-20.Top 5 Buy calls:Adobe  – William Blair starts coverage of the stock with an OutperformOn January 17, William Blair analyst Jake Roberge initiated coverage of Adobe with an Outperform rating. Adobe has built a sizable competitive moat for its platform by remaining hyper-focused on its three core markets of creative, marketing, and document workflows, which has helped the company build deep vertical expertise within each of these segments, Roberge tells investors. While acknowledging Adobe is already at a large scale, the analyst says he believes the company's addressable market is significant and he sees numerous drivers of growth.Domino’s Pizza  – Morgan Stanley upgrades stock to Overweight, ups target to $430On January 17, Morgan Stanley analyst Brian Harbour upgraded Domino's Pizza to Overweight from Equal Weight with a price target of $430, up from $370, after assuming coverage of the name. Domino's Pizza is better positioned to handle a downturn than in the past and with an attractive multiyear opportunity to continue to consolidate the carryout market, Harbour tells investors in a research note.Crowdstrike  – BMO and Scotiabank start coverage of the name with Buy-equivalent ratingsOn January 18, BMO Capital analyst Keith Bachman initiated coverage of Crowdstrike with an Outperform rating and $120 price target, citing his belief that CrowdStrike offers \"best-in-class endpoint security capabilities\" and an expanding platform that will help it compete against Microsoft (MSFT) and others. He also thinks CrowdStrike will benefit from consolidation, particularly as organizations adopt XDR.Scotiabank analyst Patrick Colville also started coverage of Crowdstrike with an Outperform rating and $132 price target. CrowdStrike has \"a great product,\" is early in its penetration of a \"robust\" end-market, and has scale and profitability, making \"one of the very few companies in our coverage\" where he doesn't see an overhang risk in 2023, Colville tells investors. Consensus ARR and free cash flow estimates have been reset to a level he views as \"eminently achievable.\"Global Payments  – Morgan Stanley upgrades stock to Overweight, ups target to $135On January 17, Morgan Stanley analyst James Faucette upgraded Global Payments to Overweight from Equal Weight with a price target of $135, up from $124. The analyst cites a more favorable competitive backdrop, attractive valuation, the company's \"better recession resilience than feared\" and its consistent execution on strategic acquisitions for the upgrade. The competitive environment is changing to favor the incumbents in the payments space, Faucette tells investors in a research note. He believes the shares offer a \"compelling valuation\" at current share levels.Philip Morris  – Stock upgraded at Jefferies as tobacco sentiment may finally improveOn January 19, Jefferies analyst Owen Bennett upgraded Philip Morris to Buy from Hold with a price target of $118, up from $86. Tobacco sector sentiment could \"finally\" shift in 2023 as a likely search for returns visibility triggers more work to better understand the space, Bennett contends. While maybe not recession-proof, \"tobacco is certainly recession-resistant,\" with better returns visibility in a deteriorating macro backdrop, Bennett tells investors.Top 5 Sell calls:Microsoft  – Guggenheim downgrades the stock to Sell with a price target of $212On January 17, Guggenheim analyst John DiFucci downgraded Microsoft to Sell from Neutral with a $212 price target. While stating that his call on the software sector \"hasn't really changed\" since he launched coverage in August, the analyst says he believes \"numbers still have to come down for many\" in the group.PayPal  – SMBC Nikko downgrades the stock to Underperform, lowers price target to $75On January 18, SMBC Nikko analyst Andrew Bauch downgraded PayPal to Underperform from Neutral with a price target of $75, down from $95. At a bare minimum, the rate of PayPal's branded share of checkout gains has slowed considerably, particularly in 2022, Bauch tells investors in a research note. The analyst believes PayPal has never been more vulnerable to branded share losses.Roblox  – Morgan Stanley downgrades the stock to Underweight, cuts target to $24On January 19, Morgan Stanley analyst Matthew Cost downgraded Roblox to Underweight from Equal Weight with a price target of $24, down from $27.50. Cost believes the bookings reacceleration in the first half of the year is priced in, with more mixed catalysts ahead, and expects slower growth in the second half of 2023 and minimal upside from advertising in the near-term, the analyst tells investors in a research note. Cost views North America trends and immersive ads as unlikely to drive further upward revisions this year.Charles Schwab  – BofA double downgrades the stock to Underperform from BuyOn January 19, BofA analyst Craig Siegenthaler double downgraded Charles Schwab to Underperform from Buy with a price target of $75, down from $92, citing his view that client cash sorting will continue at an elevated pace in the first half of the year, pressuring liquidity, interest earnings assets and bank deposit account levels. He also believes the Fed will end its interest rate hiking cycle this summer, which will remove a \"powerful near-term profit driver\" for Schwab. Siegenthaler is more cautious on rate-sensitive brokers such as Schwab and LPL Financial (LPLA).Cognizant & DXC  – MoffettNathanson downgrades both stocks to UnderperformOn January 19, MoffettNathanson analyst Lisa Ellis downgraded Cognizant and DXC Technology to Underperform from Market Perform with price targets of $60 and $28, down from $70 and $32, respectively. While the analyst notes that the firm's most recent CIO survey, which was released two weeks ago, pointed toward continued strong demand for IT Services in 2023, he also argues that the \"rising tide only floats some boats.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956660664,"gmtCreate":1673995053359,"gmtModify":1676538912983,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956660664","repostId":"2304351004","repostType":4,"repost":{"id":"2304351004","kind":"highlight","pubTimestamp":1674042636,"share":"https://ttm.financial/m/news/2304351004?lang=&edition=full_marsco","pubTime":"2023-01-18 19:50","market":"us","language":"en","title":"Better Buy: Nvidia vs. Taiwan Semiconductor Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2304351004","media":"Motley Fool","summary":"These two chip giants are down big, but could be worth buying now.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Nvidia isn&#39;t just about gaming anymore.</li><li>Taiwan Semi is the safest bet in the chip industry.</li><li>Both stocks could be worth buying now.</li></ul><p>Semiconductor companies are cyclical and heavily influenced by macroeconomic factors. Massive research and development costs, upfront expenses to expand manufacturing capacity, and the constant push for innovation make it expensive to stay relevant. But for many companies, the risk is worth the reward because of the rapid growth in chip demand and applications.</p><p>Fortune Business Insights estimates that the global semiconductor market will grow at a compound annual rate of 12.2% between 2022 to 2029, more than doubling from $573 billion to nearly 1.4 trillion.</p><p><b>Nvidia</b> and <b>Taiwan Semiconductor Manufacturing</b> (TSMC) are two industry-leading companies at the forefront of the chip industry. But both stocks are down over 40% from their all-time highs due to a downturn in the industry. Here&#39;s why each company may be worth a look now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b029e0813585285d3ea6535f33aa640\" tg-width=\"2000\" tg-height=\"1125\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2>A bet on the future</h2><p><b>Howard Smith (Nvidia):</b> There&#39;s no doubt that Nvidia stock was given too much of a premium valuation based on the growth investors expected. That helps explain the more-than-50% drop from its highs in late 2021. That became especially clear when revenue growth in its largest segment sharply reversed course in the current fiscal year.</p><p>But the promise and potential that drove Nvidia shares to its unsustainable valuation weren&#39;t about the gaming segment, which was thriving at the time. And a transition has already begun that will see the data center, automotive, and artificial intelligence (AI) segments driving the company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e959cbf94de217ce194552c68c2ea508\" tg-width=\"2000\" tg-height=\"1242\" referrerpolicy=\"no-referrer\"/><span>DATA SOURCE: NVIDIA FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p>While revenue from gaming chips was only half of what it was a year ago, Nvidia&#39;s data center business grew 31% year over year in the fiscal 2023 third-quarter period ended Oct. 30, 2022. An investment in Nvidia now is a bet on growing contributions from automotive and AI customers, who have increasing needs in autonomy, robotics, and data analysis.</p><p>And though Nvidia&#39;s dividend is minuscule compared to that of Taiwan Semi, the company has returned $9.3 billion to shareholders in the form ofshare repurchasesover the first nine months of fiscal 2023. That represented just over half of what has been authorized for buybacks through Dec. 2023.</p><p>Nvidia and Taiwan Semi may not deserve the same share of a portfolio. A bet on Nvidia carries added risks that industries like autonomous vehicles and AI will mature and thrive. But for those willing to include a speculative investment with a lot of potential long-term upside, Nvidia&#39;s share price correction has now provided an opportunity.</p><h2>Taiwan Semi is a layup for long-term growth</h2><p><b>Daniel Foelber (Taiwan Semiconductor):</b> Few companies hold a candle to Nvidia when it comes to dazzling growth and glamorous products. But what Taiwan Semi lacks in flare it more than makes up for with a lower valuation, a wider moat, and a higher dividend yield.</p><p>Taiwan Semi has a dirt-cheap forward price-to-earnings ratio of just 13.4, a dividend yield of 2.3%, and a 47% operating margin -- beating Nvidia in all three categories.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5882a8c47764529961173be89fbdde4\" tg-width=\"720\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/><span>TSM PE RATIO (FORWARD) DATA BY YCHARTS</span></p><p>Nvidia is one of the most innovative companies in the semiconductor industry. But it&#39;s a far riskier business model than Taiwan Semi.</p><p>Taiwan Semi is the world&#39;s largest pure-play chip foundry. You may be surprised to learn that a fabless chip maker like Nvidia doesn&#39;t actually make its own chips, much like <b>Apple</b> isn&#39;t actually making its iPhones. It relies on suppliers for that step.</p><p>Nvidia -- like basically every major player in the game -- relies on Taiwan Semi to make a sizable chunk of its products. So Taiwan Semi isn&#39;t really a competitor with Nvidia. In fact, Nivida is one of its main customers.</p><p>Instead, Taiwan Semi is competing with other chip foundries. The name of the game is providing services for the changing needs of customers at a low cost and a fast turnaround. Taiwan Semi isn&#39;t immune to competition. But no company comes close to its size and efficiency.</p><p>In this vein, Taiwan Semi is a far safer bet on the growth of the industry than any other chip maker. With Taiwan Semi, you&#39;re investing in the growth of chip production and usage, whereas with Nvidia, you&#39;re investing in a company that you think will spearhead technological breakthroughs.</p><p>For comparison, investing in a stock like <b>Home Depot</b> is a way to indirectly bet on the housing market instead of investing directly in a home builder. Or investing in <b>Caterpillar</b> is a good way to bet on construction, oil and gas, or mining instead of directly buying an exploration and production oil and gas stock.</p><p>Nvidia stock could outperform Taiwan Semi if it continues to out-innovate its competitors. But that is a relatively riskier proposition than just going with Taiwan Semi, which has a far better risk/reward profile than Nvidia.</p><h2>Two good options worth considering now</h2><p>Nvidia and Taiwan Semi operate on different sides of the semiconductor industry. Nvidia has done a masterful job of diversifying its business to include gaming, datacenter, AI, and autonomous vehicles. But for now, the AI and autonomous vehicle side of its business remains a sideshow, while data center and gaming performance are highly cyclical. That being said, Nvidia is positioned to outlast downturns while still being able to invest in multi-decade trends.</p><p>Meanwhile, Taiwan Semi is poised to continue outspending its competitors to retain its industry-leading manufacturing profile. As the industry evolves and becomes more complex, Taiwan Semi has the margins and cash flow necessary to make necessary improvements.</p><p>Aside from being different companies, both stocks have contrasting investment theses. Nvidia offers arguably more upside with its potential to be a leader in industries that could unlock untold value. But it&#39;s also a more expensive stock that lacks a meaningful dividend yield. By contrast, Taiwan Semi should enjoy steady growth in lockstep with the overall industry.</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>Better Buy: Nvidia vs. Taiwan Semiconductor Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Nvidia vs. Taiwan Semiconductor Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-18 19:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/17/better-buy-nvidia-vs-taiwan-semiconductor/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSNvidia isn't just about gaming anymore.Taiwan Semi is the safest bet in the chip industry.Both stocks could be worth buying now.Semiconductor companies are cyclical and heavily influenced by...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/17/better-buy-nvidia-vs-taiwan-semiconductor/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2023/01/17/better-buy-nvidia-vs-taiwan-semiconductor/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2304351004","content_text":"KEY POINTSNvidia isn't just about gaming anymore.Taiwan Semi is the safest bet in the chip industry.Both stocks could be worth buying now.Semiconductor companies are cyclical and heavily influenced by macroeconomic factors. Massive research and development costs, upfront expenses to expand manufacturing capacity, and the constant push for innovation make it expensive to stay relevant. But for many companies, the risk is worth the reward because of the rapid growth in chip demand and applications.Fortune Business Insights estimates that the global semiconductor market will grow at a compound annual rate of 12.2% between 2022 to 2029, more than doubling from $573 billion to nearly 1.4 trillion.Nvidia and Taiwan Semiconductor Manufacturing (TSMC) are two industry-leading companies at the forefront of the chip industry. But both stocks are down over 40% from their all-time highs due to a downturn in the industry. Here's why each company may be worth a look now.IMAGE SOURCE: GETTY IMAGES.A bet on the futureHoward Smith (Nvidia): There's no doubt that Nvidia stock was given too much of a premium valuation based on the growth investors expected. That helps explain the more-than-50% drop from its highs in late 2021. That became especially clear when revenue growth in its largest segment sharply reversed course in the current fiscal year.But the promise and potential that drove Nvidia shares to its unsustainable valuation weren't about the gaming segment, which was thriving at the time. And a transition has already begun that will see the data center, automotive, and artificial intelligence (AI) segments driving the company.DATA SOURCE: NVIDIA FINANCIAL FILINGS. CHART BY AUTHOR.While revenue from gaming chips was only half of what it was a year ago, Nvidia's data center business grew 31% year over year in the fiscal 2023 third-quarter period ended Oct. 30, 2022. An investment in Nvidia now is a bet on growing contributions from automotive and AI customers, who have increasing needs in autonomy, robotics, and data analysis.And though Nvidia's dividend is minuscule compared to that of Taiwan Semi, the company has returned $9.3 billion to shareholders in the form ofshare repurchasesover the first nine months of fiscal 2023. That represented just over half of what has been authorized for buybacks through Dec. 2023.Nvidia and Taiwan Semi may not deserve the same share of a portfolio. A bet on Nvidia carries added risks that industries like autonomous vehicles and AI will mature and thrive. But for those willing to include a speculative investment with a lot of potential long-term upside, Nvidia's share price correction has now provided an opportunity.Taiwan Semi is a layup for long-term growthDaniel Foelber (Taiwan Semiconductor): Few companies hold a candle to Nvidia when it comes to dazzling growth and glamorous products. But what Taiwan Semi lacks in flare it more than makes up for with a lower valuation, a wider moat, and a higher dividend yield.Taiwan Semi has a dirt-cheap forward price-to-earnings ratio of just 13.4, a dividend yield of 2.3%, and a 47% operating margin -- beating Nvidia in all three categories.TSM PE RATIO (FORWARD) DATA BY YCHARTSNvidia is one of the most innovative companies in the semiconductor industry. But it's a far riskier business model than Taiwan Semi.Taiwan Semi is the world's largest pure-play chip foundry. You may be surprised to learn that a fabless chip maker like Nvidia doesn't actually make its own chips, much like Apple isn't actually making its iPhones. It relies on suppliers for that step.Nvidia -- like basically every major player in the game -- relies on Taiwan Semi to make a sizable chunk of its products. So Taiwan Semi isn't really a competitor with Nvidia. In fact, Nivida is one of its main customers.Instead, Taiwan Semi is competing with other chip foundries. The name of the game is providing services for the changing needs of customers at a low cost and a fast turnaround. Taiwan Semi isn't immune to competition. But no company comes close to its size and efficiency.In this vein, Taiwan Semi is a far safer bet on the growth of the industry than any other chip maker. With Taiwan Semi, you're investing in the growth of chip production and usage, whereas with Nvidia, you're investing in a company that you think will spearhead technological breakthroughs.For comparison, investing in a stock like Home Depot is a way to indirectly bet on the housing market instead of investing directly in a home builder. Or investing in Caterpillar is a good way to bet on construction, oil and gas, or mining instead of directly buying an exploration and production oil and gas stock.Nvidia stock could outperform Taiwan Semi if it continues to out-innovate its competitors. But that is a relatively riskier proposition than just going with Taiwan Semi, which has a far better risk/reward profile than Nvidia.Two good options worth considering nowNvidia and Taiwan Semi operate on different sides of the semiconductor industry. Nvidia has done a masterful job of diversifying its business to include gaming, datacenter, AI, and autonomous vehicles. But for now, the AI and autonomous vehicle side of its business remains a sideshow, while data center and gaming performance are highly cyclical. That being said, Nvidia is positioned to outlast downturns while still being able to invest in multi-decade trends.Meanwhile, Taiwan Semi is poised to continue outspending its competitors to retain its industry-leading manufacturing profile. As the industry evolves and becomes more complex, Taiwan Semi has the margins and cash flow necessary to make necessary improvements.Aside from being different companies, both stocks have contrasting investment theses. Nvidia offers arguably more upside with its potential to be a leader in industries that could unlock untold value. But it's also a more expensive stock that lacks a meaningful dividend yield. By contrast, Taiwan Semi should enjoy steady growth in lockstep with the overall industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956601271,"gmtCreate":1673974811694,"gmtModify":1676538911575,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956601271","repostId":"1122118074","repostType":4,"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958546107,"gmtCreate":1673788519510,"gmtModify":1676538885428,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958546107","repostId":"1154012681","repostType":4,"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958042496,"gmtCreate":1673597165616,"gmtModify":1676538862082,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958042496","repostId":"1104807380","repostType":4,"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951814184,"gmtCreate":1673447178048,"gmtModify":1676538838155,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951814184","repostId":"1110961219","repostType":4,"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951980808,"gmtCreate":1673374355605,"gmtModify":1676538826968,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951980808","repostId":"1150400563","repostType":4,"repost":{"id":"1150400563","kind":"news","pubTimestamp":1673359337,"share":"https://ttm.financial/m/news/1150400563?lang=&edition=full_marsco","pubTime":"2023-01-10 22:02","market":"us","language":"en","title":"Jerome Powell Says Bringing Down Inflation Could Fuel Political Opposition","url":"https://stock-news.laohu8.com/highlight/detail?id=1150400563","media":"The Wall Street Journal","summary":"The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/76f4b771dee982b9c4ca47490cef716f\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/>The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.</p><p>“Price stability is the bedrock of a healthy economy and provides the public with immeasurable benefits over time,” Mr. Powell said Tuesday in remarks prepared for delivery on panel discussion in Stockholm. “But restoring price stability when inflation is high can require measures that are not popular in the short term as we raise interest rates to slow the economy.”</p><p>The Fed’s institutional arrangements—in which policy makers set interest rates without direct control by Congress or the White House, sometimes referred to as its “independence”—allows the central bank “to take these necessary measures without considering short-term political factors,” Mr. Powell said.</p><p>Mr. Powell’s prepared remarks didn’t otherwise comment on the Fed’scoming interest-rate decisionsand instead highlighted the importance of central bank independence as well as the steps needed to safeguard that policy-setting autonomy. He addressed a conference focused on central bank independence that was convened by Sweden’s central bank.</p><p>The Fed raised its benchmark short-term interest rate aggressively last year, from near zero in March to just below 4.5% by the end of the year. Officials have signaled their intention to lift the rate above 5% this year, extending the fastest sequence of increases since the early 1980s to combat inflation that has also been near a 40-year high.</p><p>Mr. Powell was confirmed last spring with broad bipartisan Senate support to a second four-year term as the Fed’s chair. But some senior Democratic lawmakers have more recently voiced alarm at the Fed’s rapid rate rises.</p><p>The chairman of the Senate Banking Committee, Sen.Sherrod Brown(D., Ohio), and the top Democrat on the House Financial Services Committee, Rep.Maxine Waters(D., Calif.), separately sent letters to Mr. Powell last fall warning against overdoing rate increases. “You must not lose sight of your responsibility to ensure that we have full employment,” Mr. Brown wrote in October.</p><p>Other critics have been more outspoken. “There is a big difference between landing a plane and crashing it,” Sen. Elizabeth Warren (D., Mass.) said at a conference in November. “Powell risks pushing our economy off a cliff.”</p><p>Mr. Powell has said the central bank is trying to avoid unnecessary economic damage, including higher unemployment, by slowing the pace of its rate rises. But he has repeatedly warned that there would likely be some pain in bringing down high inflation.</p><p>In his remarks, Mr. Powell said he believes the “benefits of independent monetary policy in the U.S. context are well understood and broadly accepted.” He also said grants of independence to regulatory agencies should be “exceedingly rare, explicit, tightly circumscribed, and limited to those issues that clearly warrant protection from short-term political considerations.”</p><p>In exchange for such autonomy, Mr. Powell said the Fed “ should ‘stick to our knitting’ and not wander off” into addressing policy issues that aren’t directly linked to its mandate to keep inflation low and to support a strong job market.</p><p>Some Democrats and environmental groups have put pressure on the central bank to take a more activist role in policing bank lending decisions to address climate change. Mr. Powell on Tuesday argued for a far more limited role in which the Fed monitors how banks are managing an array of financial risks, including those posed by climate change.</p><p>“Without explicit congressional legislation, it would be inappropriate for us to use our monetary policy or supervisory tools to promote a greener economy or to achieve other climate-based goals,” he said. “We are not, and will not be, a ‘climate policy maker.’ ”</p><p></p></body></html>","source":"wsj_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>Jerome Powell Says Bringing Down Inflation Could Fuel Political Opposition</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\">\nJerome Powell Says Bringing Down Inflation Could Fuel Political Opposition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 22:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.“Price stability ...</p>\n\n<a href=\"https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/jerome-powell-says-bringing-down-inflation-could-fuel-political-opposition-11673358963?mod=Searchresults_pos1&page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150400563","content_text":"The Federal Reserve is strongly committedto lowering inflationeven though interest-rate increases to restrain economic growth could fuel political blowback, said Chair Jerome Powell.“Price stability is the bedrock of a healthy economy and provides the public with immeasurable benefits over time,” Mr. Powell said Tuesday in remarks prepared for delivery on panel discussion in Stockholm. “But restoring price stability when inflation is high can require measures that are not popular in the short term as we raise interest rates to slow the economy.”The Fed’s institutional arrangements—in which policy makers set interest rates without direct control by Congress or the White House, sometimes referred to as its “independence”—allows the central bank “to take these necessary measures without considering short-term political factors,” Mr. Powell said.Mr. Powell’s prepared remarks didn’t otherwise comment on the Fed’scoming interest-rate decisionsand instead highlighted the importance of central bank independence as well as the steps needed to safeguard that policy-setting autonomy. He addressed a conference focused on central bank independence that was convened by Sweden’s central bank.The Fed raised its benchmark short-term interest rate aggressively last year, from near zero in March to just below 4.5% by the end of the year. Officials have signaled their intention to lift the rate above 5% this year, extending the fastest sequence of increases since the early 1980s to combat inflation that has also been near a 40-year high.Mr. Powell was confirmed last spring with broad bipartisan Senate support to a second four-year term as the Fed’s chair. But some senior Democratic lawmakers have more recently voiced alarm at the Fed’s rapid rate rises.The chairman of the Senate Banking Committee, Sen.Sherrod Brown(D., Ohio), and the top Democrat on the House Financial Services Committee, Rep.Maxine Waters(D., Calif.), separately sent letters to Mr. Powell last fall warning against overdoing rate increases. “You must not lose sight of your responsibility to ensure that we have full employment,” Mr. Brown wrote in October.Other critics have been more outspoken. “There is a big difference between landing a plane and crashing it,” Sen. Elizabeth Warren (D., Mass.) said at a conference in November. “Powell risks pushing our economy off a cliff.”Mr. Powell has said the central bank is trying to avoid unnecessary economic damage, including higher unemployment, by slowing the pace of its rate rises. But he has repeatedly warned that there would likely be some pain in bringing down high inflation.In his remarks, Mr. Powell said he believes the “benefits of independent monetary policy in the U.S. context are well understood and broadly accepted.” He also said grants of independence to regulatory agencies should be “exceedingly rare, explicit, tightly circumscribed, and limited to those issues that clearly warrant protection from short-term political considerations.”In exchange for such autonomy, Mr. Powell said the Fed “ should ‘stick to our knitting’ and not wander off” into addressing policy issues that aren’t directly linked to its mandate to keep inflation low and to support a strong job market.Some Democrats and environmental groups have put pressure on the central bank to take a more activist role in policing bank lending decisions to address climate change. Mr. Powell on Tuesday argued for a far more limited role in which the Fed monitors how banks are managing an array of financial risks, including those posed by climate change.“Without explicit congressional legislation, it would be inappropriate for us to use our monetary policy or supervisory tools to promote a greener economy or to achieve other climate-based goals,” he said. “We are not, and will not be, a ‘climate policy maker.’ ”","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953620187,"gmtCreate":1673240045750,"gmtModify":1676538804358,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953620187","repostId":"2302713787","repostType":4,"repost":{"id":"2302713787","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673217587,"share":"https://ttm.financial/m/news/2302713787?lang=&edition=full_marsco","pubTime":"2023-01-09 06:39","market":"us","language":"en","title":"Inflation Data, Banks Kick off Earnings Season: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2302713787","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     The holidays are over and it will be a busy week for investors: the sta","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n</p>\n<p>\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n</p>\n<p>\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n</p>\n<p>\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n</p>\n<p>\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n</p>\n<p>\n     Monday 1/9 \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n</p>\n<p>\n     Tuesday 1/10 \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n</p>\n<p>\n     Wednesday 1/11 \n</p>\n<p>\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n</p>\n<p>\n     Thursday 1/12 \n</p>\n<p>\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n</p>\n<p>\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n</p>\n<p>\n     Friday 1/13 \n</p>\n<p>\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n</p>\n<p>\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2023 18:26 ET (23:26 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation Data, Banks Kick off Earnings Season: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation Data, Banks Kick off Earnings Season: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-09 06:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n</p>\n<p>\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n</p>\n<p>\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n</p>\n<p>\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n</p>\n<p>\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n</p>\n<p>\n     Monday 1/9 \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n</p>\n<p>\n     Tuesday 1/10 \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n</p>\n<p>\n     Wednesday 1/11 \n</p>\n<p>\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n</p>\n<p>\n     Thursday 1/12 \n</p>\n<p>\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n</p>\n<p>\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n</p>\n<p>\n     Friday 1/13 \n</p>\n<p>\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n</p>\n<p>\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2023 18:26 ET (23:26 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302713787","content_text":"By Nicholas Jasinski \n\n\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n\n\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n\n\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n\n\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n\n\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n\n\n     Monday 1/9 \n\n\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n\n\n     Tuesday 1/10 \n\n\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n\n\n     Wednesday 1/11 \n\n\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n\n\n     Thursday 1/12 \n\n\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n\n\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n\n\n     Friday 1/13 \n\n\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n\n\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n\n\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 08, 2023 18:26 ET (23:26 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953186412,"gmtCreate":1673190091137,"gmtModify":1676538796907,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953186412","repostId":"2301758184","repostType":4,"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953068506,"gmtCreate":1673106594505,"gmtModify":1676538787547,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953068506","repostId":"2301270987","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959888569,"gmtCreate":1672956043352,"gmtModify":1676538762001,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959888569","repostId":"2300447122","repostType":4,"repost":{"id":"2300447122","kind":"highlight","pubTimestamp":1672932607,"share":"https://ttm.financial/m/news/2300447122?lang=&edition=full_marsco","pubTime":"2023-01-05 23:30","market":"us","language":"en","title":"Down Over 20% In 2022, These 3 Warren Buffett Stocks Are Smart Buys in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2300447122","media":"Motley Fool","summary":"The price levels for these three Berkshire stocks might be too good for long-term investors to pass up.","content":"<html><head></head><body><p>When investors are looking for guidance on stock picks, it can help to follow the lead of successful investors. Warren Buffett has a long history of market success and his investing strategies can point most investors in the right direction. Through his holding company, <b>Berkshire Hathaway</b>, Buffett has achieved success that has made him one of the best-known investors of all time.</p><p>But just because he&#39;s been successful doesn&#39;t mean Buffett&#39;s investments are foolproof or exempt from market downturns. Like many other investors in 2022, Buffett saw some of his (and Berkshire&#39;s) holdings lose value over the past 12 months. Let&#39;s take a closer look at three of those picks that lost value in 2022 and whether they are worth buying in 2023.</p><h2>1. Amazon</h2><p>Warren Buffett is known for value investing, a strategy involving finding stocks that are trading below their intrinsic (real) value. For example, if a company&#39;s stock price is $200 and an investor believes its intrinsic value is $250, they would invest, hoping to profit from the 25% increase when the market finally prices the stock correctly.</p><p>Although <b>Amazon</b> didn&#39;t fit the mold of a value stock for much of its existence, it&#39;s getting closer to matching that description these days. And while Buffett initially avoided the stock because it was so focused on growth, he has grown to love it. Berkshire Hathaway began buying Amazon stocks in 2019 at the direction of one of Buffett&#39;s trusted lieutenants, and the Oracle of Omaha admitted he was &#34;an idiot&#34; for not buying sooner.</p><p>Most everyone is familiar with Amazon as an online retailer, but it is becoming more known these days for its somewhat underrated (but lucrative) part of its business -- its cloud computing segment Amazon Web Services (AWS). As of September 2022, AWS controlled around 34% of the cloud market and lead the category by a wide margin. Cloud services are becoming increasingly indispensable for many businesses, and the global cloud market is currently around $480 billion. But it&#39;s expected to surpass $1.7 trillion annually by 2029, a compound annual growth rate (CAGR) of nearly 20%.</p><p>E-commerce is Amazon&#39;s bread and butter, but AWS is where the profits will be found, especially when you look at its margins. In 2021, AWS accounted for around 13% of Amazon&#39;s revenue, but it was responsible for almost three-quarters of its operating profit. Advertising is another segment seeing outsized growth for Amazon, pulling in nearly $10 billion just in its most recent quarter and climbing 25% year over year.</p><p><img src=\"https://static.tigerbbs.com/8f552c74d2e16b339b3eef1fa9208576\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Amazon&#39;s price-to-earnings (P/E) ratio is down over 72% in the past five years, meaning the stock is as cheap as it&#39;s been in a while. The stock price was down about 49% in 2022, but very few analysts expect it not to recover those losses. This opportunity could be too good to pass up for long-term investors.</p><h2>2. Bank of America</h2><p>Although Berkshire Hathaway stock doesn&#39;t pay dividends, dividend stocks make up a good portion of its portfolio, bringing in more than $6 billion in yearly dividend income to the company. One of those dividend cash cows is <b>Bank of America</b>, which Berkshire Hathaway owns over 1.03 billion shares of (it accounts for 11% of Berkshire&#39;s portfolio). With a $0.88 yearly dividend per share, Bank of America provides Berkshire Hathaway with over $1 billion in dividend income annually.</p><p>As with many other companies, it was a rough 2022 for Bank of America, down about 25.6%. While rising interest rates negatively affected the bottom line of many businesses, it was a plus for bank stocks like Bank of America as it increased interest income on the money it lent. In the third quarter of 2022, BofA brought in $13.8 billion in interest income, up 24% year over year and more than half of its $24.5 billion in total revenue. Until inflation is brought under control, those elevated interest rates are likely to remain.</p><p>As the country&#39;s second-largest bank, Bank of America is well-capitalized to handle any adverse economic conditions that could come in 2023. The repercussions of a less-than-ideal economy are likely already priced into the stock, which could mean it&#39;ll see brighter days before the overall economy -- especially when investors begin to anticipate better conditions instead of prepping for the worst.</p><p><img src=\"https://static.tigerbbs.com/f98653259f0fd2e507d7138444e55567\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>There&#39;s a reason Bank of America is considered a blue chip stock: It&#39;s battle-tested and proven. And at current price levels and forward P/E ratios below other competitors, it&#39;s a great long-term play for investors with time on their side.</p><h2>3. Apple</h2><p>With a market cap hovering around the $2 trillion mark, <b>Apple</b> is the world&#39;s most valuable company and the largest Berkshire Hathaway holding by market value. It&#39;s also a certified cash cow, bringing in over $394.3 billion in revenue in its 2022 fiscal year, up 7.8%, and $100 billion in net income, up 5.4%. It&#39;s these kind of metrics that Buffett loves in companies: stable earnings, strong balance sheets, and plenty of profits.</p><p>Two things make Apple a solid buy right now: an emphasis on making services a bigger part of its revenue and its free cash flow (FCF).</p><p>The brand loyalty of Apple consumers can&#39;t be understated. Once someone is in the company&#39;s ecosystem, it&#39;s hard to abandon it completely. But part of creating such an effective ecosystem is having the services to complement its hardware products. In its 2022 fiscal year, Apple&#39;s services revenue grew by over 14%, compared to just over 6% for its hardware. Services provide roughly one-fifth of the company&#39;s revenue, but the steady growth is a positive sign for the future.</p><p><img src=\"https://static.tigerbbs.com/57ef62ba71203f7aa358bcb15ec4c52c\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Apple&#39;s $111.4 billion in FCF gives it the financial resources to weather any economic storm, and with its stock down nearly 27% in the past 12 months, now could be the time for investing in it or increase a current stake. The company&#39;s commitment to innovation will be a growth driver for many 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>Down Over 20% In 2022, These 3 Warren Buffett Stocks Are Smart Buys 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\">\nDown Over 20% In 2022, These 3 Warren Buffett Stocks Are Smart Buys in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/04/down-this-year-warren-buffett-stock-smart-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When investors are looking for guidance on stock picks, it can help to follow the lead of successful investors. Warren Buffett has a long history of market success and his investing strategies can ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/04/down-this-year-warren-buffett-stock-smart-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/01/04/down-this-year-warren-buffett-stock-smart-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300447122","content_text":"When investors are looking for guidance on stock picks, it can help to follow the lead of successful investors. Warren Buffett has a long history of market success and his investing strategies can point most investors in the right direction. Through his holding company, Berkshire Hathaway, Buffett has achieved success that has made him one of the best-known investors of all time.But just because he's been successful doesn't mean Buffett's investments are foolproof or exempt from market downturns. Like many other investors in 2022, Buffett saw some of his (and Berkshire's) holdings lose value over the past 12 months. Let's take a closer look at three of those picks that lost value in 2022 and whether they are worth buying in 2023.1. AmazonWarren Buffett is known for value investing, a strategy involving finding stocks that are trading below their intrinsic (real) value. For example, if a company's stock price is $200 and an investor believes its intrinsic value is $250, they would invest, hoping to profit from the 25% increase when the market finally prices the stock correctly.Although Amazon didn't fit the mold of a value stock for much of its existence, it's getting closer to matching that description these days. And while Buffett initially avoided the stock because it was so focused on growth, he has grown to love it. Berkshire Hathaway began buying Amazon stocks in 2019 at the direction of one of Buffett's trusted lieutenants, and the Oracle of Omaha admitted he was \"an idiot\" for not buying sooner.Most everyone is familiar with Amazon as an online retailer, but it is becoming more known these days for its somewhat underrated (but lucrative) part of its business -- its cloud computing segment Amazon Web Services (AWS). As of September 2022, AWS controlled around 34% of the cloud market and lead the category by a wide margin. Cloud services are becoming increasingly indispensable for many businesses, and the global cloud market is currently around $480 billion. But it's expected to surpass $1.7 trillion annually by 2029, a compound annual growth rate (CAGR) of nearly 20%.E-commerce is Amazon's bread and butter, but AWS is where the profits will be found, especially when you look at its margins. In 2021, AWS accounted for around 13% of Amazon's revenue, but it was responsible for almost three-quarters of its operating profit. Advertising is another segment seeing outsized growth for Amazon, pulling in nearly $10 billion just in its most recent quarter and climbing 25% year over year.Data by YCharts.Amazon's price-to-earnings (P/E) ratio is down over 72% in the past five years, meaning the stock is as cheap as it's been in a while. The stock price was down about 49% in 2022, but very few analysts expect it not to recover those losses. This opportunity could be too good to pass up for long-term investors.2. Bank of AmericaAlthough Berkshire Hathaway stock doesn't pay dividends, dividend stocks make up a good portion of its portfolio, bringing in more than $6 billion in yearly dividend income to the company. One of those dividend cash cows is Bank of America, which Berkshire Hathaway owns over 1.03 billion shares of (it accounts for 11% of Berkshire's portfolio). With a $0.88 yearly dividend per share, Bank of America provides Berkshire Hathaway with over $1 billion in dividend income annually.As with many other companies, it was a rough 2022 for Bank of America, down about 25.6%. While rising interest rates negatively affected the bottom line of many businesses, it was a plus for bank stocks like Bank of America as it increased interest income on the money it lent. In the third quarter of 2022, BofA brought in $13.8 billion in interest income, up 24% year over year and more than half of its $24.5 billion in total revenue. Until inflation is brought under control, those elevated interest rates are likely to remain.As the country's second-largest bank, Bank of America is well-capitalized to handle any adverse economic conditions that could come in 2023. The repercussions of a less-than-ideal economy are likely already priced into the stock, which could mean it'll see brighter days before the overall economy -- especially when investors begin to anticipate better conditions instead of prepping for the worst.Data by YCharts.There's a reason Bank of America is considered a blue chip stock: It's battle-tested and proven. And at current price levels and forward P/E ratios below other competitors, it's a great long-term play for investors with time on their side.3. AppleWith a market cap hovering around the $2 trillion mark, Apple is the world's most valuable company and the largest Berkshire Hathaway holding by market value. It's also a certified cash cow, bringing in over $394.3 billion in revenue in its 2022 fiscal year, up 7.8%, and $100 billion in net income, up 5.4%. It's these kind of metrics that Buffett loves in companies: stable earnings, strong balance sheets, and plenty of profits.Two things make Apple a solid buy right now: an emphasis on making services a bigger part of its revenue and its free cash flow (FCF).The brand loyalty of Apple consumers can't be understated. Once someone is in the company's ecosystem, it's hard to abandon it completely. But part of creating such an effective ecosystem is having the services to complement its hardware products. In its 2022 fiscal year, Apple's services revenue grew by over 14%, compared to just over 6% for its hardware. Services provide roughly one-fifth of the company's revenue, but the steady growth is a positive sign for the future.Data by YCharts.Apple's $111.4 billion in FCF gives it the financial resources to weather any economic storm, and with its stock down nearly 27% in the past 12 months, now could be the time for investing in it or increase a current stake. The company's commitment to innovation will be a growth driver for many years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959316962,"gmtCreate":1672899817456,"gmtModify":1676538755761,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959316962","repostId":"1126441922","repostType":4,"repost":{"id":"1126441922","kind":"news","pubTimestamp":1672891160,"share":"https://ttm.financial/m/news/1126441922?lang=&edition=full_marsco","pubTime":"2023-01-05 11:59","market":"us","language":"en","title":"CES Gadget Gala Looks to Shake off Economic Gloom","url":"https://stock-news.laohu8.com/highlight/detail?id=1126441922","media":"AFP","summary":"The annual CES consumer electronics extravaganza throws open its doors in Las Vegas on Thursday as t","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/5666c45a8d5984f283928f3bba144754\" tg-width=\"1280\" tg-height=\"960\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The annual CES consumer electronics extravaganza throws open its doors in Las Vegas on Thursday as the industry looks to the latest innovations to help cure the pain from an ailing global economy.</p><p>High inflation, lingering supply chain troubles and tech company layoffs provide a dark backdrop for technology&#39;s premier trade show where more than 100,000 attendees are expected from around the world until Sunday.</p><p>Consumer Technology Association research director Steve Koenig reminded CES goers of previous innovations from smartphones to high-speed internet that soared to success after the &#34;last big economic downturn&#34; more than a decade ago.</p><p>&#34;This time, I think the powerful new waves of technological change that will really remedy inflation and restore global GDP growth will come from the enterprise side,&#34; Koenig said during a presentation by the CTA, which runs CES.</p><p>These will include robotics to make workplaces more efficient; on-the-job virtual reality, and automated vehicles such as tractors that tend to farmland without drivers on board, according to Koenig.</p><p>Technology, thanks to increased productivity, &#34;is a deflationary force in the global economy,&#34; underlined Gary Shapiro, president and CEO of CTA.</p><p>Spreading out from the Las Vegas convention center to ballrooms in an array of hotels on the famous Sin City strip, CES will have televisions, electric roller skates, self-piloting baby strollers and more aimed at wowing showgoers.</p><p>While major TV makers including LG, Samsung and TCL will have stunning displays, &#34;gone are the days&#34; when CES was first and foremost about TVs, laptops and gadgets, according to Forrester principal analyst Thomas Husson.</p><p>&#34;Now that technology innovation and software is embedded everywhere, expect many brands to showcase innovation around electric vehicles, robotics, and embedded artificial intelligence,&#34; Husson said.</p><p>CES has, however, increasingly become a place for showing off electric cars (EVs) that are becoming internet-linked computers on wheels, analysts insisted.</p><p>&#34;Beyond EVs, the recent US laws like the Inflation Reduction Act (IRA) will spark more interest in sustainability innovation,&#34; Husson said.</p><p>This was a reference to the US government&#39;s recently passed IRA that is expected to pour hundreds of billions of dollars into green technology and other climate friendly projects.</p><p>&#34;That&#39;s definitely the area to expect the most disruptive innovation - even though I fear too little will be announced (at CES).&#34;</p></body></html>","source":"lsy1605843958005","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>CES Gadget Gala Looks to Shake off Economic Gloom</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\">\nCES Gadget Gala Looks to Shake off Economic Gloom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://news.rthk.hk/rthk/en/component/k2/1682604-20230105.htm?spTabChangeable=0><strong>AFP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The annual CES consumer electronics extravaganza throws open its doors in Las Vegas on Thursday as the industry looks to the latest innovations to help cure the pain from an ailing global economy.High...</p>\n\n<a href=\"https://news.rthk.hk/rthk/en/component/k2/1682604-20230105.htm?spTabChangeable=0\">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://news.rthk.hk/rthk/en/component/k2/1682604-20230105.htm?spTabChangeable=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126441922","content_text":"The annual CES consumer electronics extravaganza throws open its doors in Las Vegas on Thursday as the industry looks to the latest innovations to help cure the pain from an ailing global economy.High inflation, lingering supply chain troubles and tech company layoffs provide a dark backdrop for technology's premier trade show where more than 100,000 attendees are expected from around the world until Sunday.Consumer Technology Association research director Steve Koenig reminded CES goers of previous innovations from smartphones to high-speed internet that soared to success after the \"last big economic downturn\" more than a decade ago.\"This time, I think the powerful new waves of technological change that will really remedy inflation and restore global GDP growth will come from the enterprise side,\" Koenig said during a presentation by the CTA, which runs CES.These will include robotics to make workplaces more efficient; on-the-job virtual reality, and automated vehicles such as tractors that tend to farmland without drivers on board, according to Koenig.Technology, thanks to increased productivity, \"is a deflationary force in the global economy,\" underlined Gary Shapiro, president and CEO of CTA.Spreading out from the Las Vegas convention center to ballrooms in an array of hotels on the famous Sin City strip, CES will have televisions, electric roller skates, self-piloting baby strollers and more aimed at wowing showgoers.While major TV makers including LG, Samsung and TCL will have stunning displays, \"gone are the days\" when CES was first and foremost about TVs, laptops and gadgets, according to Forrester principal analyst Thomas Husson.\"Now that technology innovation and software is embedded everywhere, expect many brands to showcase innovation around electric vehicles, robotics, and embedded artificial intelligence,\" Husson said.CES has, however, increasingly become a place for showing off electric cars (EVs) that are becoming internet-linked computers on wheels, analysts insisted.\"Beyond EVs, the recent US laws like the Inflation Reduction Act (IRA) will spark more interest in sustainability innovation,\" Husson said.This was a reference to the US government's recently passed IRA that is expected to pour hundreds of billions of dollars into green technology and other climate friendly projects.\"That's definitely the area to expect the most disruptive innovation - even though I fear too little will be announced (at CES).\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950443949,"gmtCreate":1672820939181,"gmtModify":1676538742423,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950443949","repostId":"2300434056","repostType":4,"repost":{"id":"2300434056","kind":"highlight","pubTimestamp":1672845925,"share":"https://ttm.financial/m/news/2300434056?lang=&edition=full_marsco","pubTime":"2023-01-04 23:25","market":"us","language":"en","title":"7 Sensational Stocks That Can Double Your Money in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2300434056","media":"Motley Fool","summary":"Triple-digit returns could be just a click away from the buy button.","content":"<html><head></head><body><p>Welcome to a new year and a new opportunity to become smarter, happier, and -- most importantly -- richer.</p><p>Although 2022 didn&#39;t go as planned -- the <b>S&amp;P 500</b> and <b>Nasdaq Composite</b> ended the year down 19% and 33%, respectively -- bear markets are known to be blessings in disguise. These typically once-in-a-decade events allow opportunistic investors to pounce on innovative, game-changing companies at a discount. And with Wall Street taking a drubbing last year, bargains abound -- if you&#39;re willing to do some digging.</p><p>As we move headlong into a new year filled with uncertainty, the following seven sensational stocks stand as being capable of doubling your money in 2023.</p><h2>1. Novavax</h2><p>The first phenomenal stock that has the potential to deliver triple-digit returns for its shareholders in the new year is biotech stock <b>Novavax</b>. Since hitting its all-time high during the COVID-19 pandemic, shares of Novavax have plunged as much as 97%. But with its market cap down to $874 million, there are an abundance of reasons to believe Novavax could &#34;shoot&#34; higher.</p><p>Novavax is one of a handful of drug developers that earned acclaim by running clinical trials for a COVID-19 vaccine. But unlike a majority of drugmakers, it was one of only three -- along with <b>Pfizer</b>/<b>BioNTech</b> and <b>Moderna</b> -- to achieve at least a 90% vaccine efficacy with its vaccine, NVX-CoV2373.</p><p>The Novavax vaccine is also differentiated by its mechanism of action. Instead of being messenger-RNA-based, as with the Pfizer/BioNTech and Moderna vaccines, NVX-CoV2373 uses older technology and bits of spike protein from the SARS-CoV-2 virus to teach a person&#39;s immune system how to recognize and fight the infection. For people who might be leery of taking an mRNA-based vaccine, Novavax provides a high-efficacy solution in developed and emerging markets.</p><p>In 2023, COVID-19 vaccine sales in the U.S. moved from advanced purchase agreements with the federal government to the private market. I expect this to improve Novavax&#39;s pricing power and help it better compete as an initial series and/or booster option.</p><p>Additionally, Novavax is sitting on an absolute mountain of cash. It ended September with $1.28 billion in cash and cash equivalents, which was prior to its recent gross proceeds raise of $250 million from the sale of shares and convertible debt. This provides more-than-enough capital to run clinical studies involving NVX-CoV2373 as a combination therapy (influenza + COVID-19), as well as further its influenza and respiratory syncytial virus vaccine candidates.</p><h2>2. Green Thumb Industries</h2><p>A second high-caliber stock that can double your money in 2023 is U.S. cannabis multi-state operator (MSO) <b>Green Thumb Industries</b>. Although a lack of cannabis reform on Capitol Hill has been a buzzkill for pot stocks, Green Thumb Industries&#39; growth strategy has proved unstoppable.</p><p>Before digging into company specifics, it&#39;s important to note two macro factors working in Green Thumb&#39;s favor. First, approximately three-quarters of U.S. states have legalized marijuana in some capacity. This provides more-than-enough opportunity for MSOs to grow their sales and push toward profitability.</p><p>Second, cannabis has been treated as a nondiscretionary good. Even if the U.S. dips into a recession this year, history has shown that consumers will continue to buy pot products.</p><p>Green Thumb Industries had 77 operating dispensaries open as of Dec. 1, 2022, with a presence in 15 legalized states. It holds enough retail licenses in its back pocket to effectively double its retail-store presence over time. With BDSA forecasting an increase in legal U.S. weed sales to $42 billion by 2026 from an estimated $27 billion in 2022, Green Thumb looks like it&#39;s in great shape.</p><p>The secret sauce that makes Green Thumb tick is its revenue mix. While dried cannabis flower is most often associated with marijuana use, more than half of Green Thumb&#39;s revenue comes from derivative products, such as vapes, edibles, dabs, beverages, pre-rolls, and health and beauty products. These are higher-priced products that deliver much juicier margins than dried cannabis flower. This revenue mix is precisely why Green Thumb has delivered nine consecutive quarters of profit, based on generally accepted accounting principles (GAAP).</p><p>With marijuana stocks getting thrashed to end the year following the exclusion of the SAFE Banking Act from the federal annual defense bill, now is the time to pounce on this industry leader.</p><h2>3. Bark</h2><p>For something way off the radar that can double your money in 2023, say hello to dog-focused products-and-services company <b>Bark</b>. Like virtually every other company that was brought to market via a special purpose acquisition company (SPAC) in 2020 and 2021, Bark has been decimated since making its public debut. But thanks to an unstoppable trend and the expectation of an improving income statement, the company has the tools needed to double shareholders&#39; money in 2023.</p><p>Though recessions are an inevitable part of the economic cycle, the U.S. pet industry hasn&#39;t seemed to care. It&#39;s been well over a quarter century since year-over-year pet expenditures declined in the United States, according to data from the American Pet Products Association (APPA). What&#39;s more, the percentage of households that own a pet is higher now than at any point since the APPA began its survey on pet ownership in 1988. (Translation: Pet owners willingly open their wallets to ensure the health and happiness of their four-legged family members.)</p><p>What makes Bark so special is the company&#39;s direct-to-consumer (DTC) focus. While the company&#39;s revenue breakdown can be fluid, depending on when orders are placed, it&#39;s pretty common for Bark to generate about 10% of its revenue from brick-and-mortar retail stores. The remainder comes from the company&#39;s 2.24 million (and growing) active subscriptions.</p><p>A DTC-driven operating model lends to highly predictable cash flow and helps keep inventory levels from getting out of hand. In other words, Bark&#39;s operating model should lead to lower overhead costs than its peers.</p><p>Furthermore, Bark has seen strong add-on sales growth since introducing Bark Bright (a dental-products offering) during the pandemic. With the addition of Bark Eats, a dry-food subscription service catered to specific dog breeds, Bark should be able to substantially narrow its losses while maintaining a gross margin of around 60% in the coming quarters.</p><h2>4. PubMatic</h2><p>Another sensational stock with the competitive advantages necessary to double your money in 2023 is cloud-based adtech company <b>PubMatic</b>. While ad spending during the first half of the year could be dicey -- which isn&#39;t uncommon when economic uncertainty is high -- PubMatic finds itself perfectly positioned to take advantage of a shift in spending to digital platforms.</p><p>Prior to the advent of the internet, the buying and selling of ads and ad space was time-consuming and inefficient. But thanks to the internet and companies like PubMatic, programmatic ad platforms now do virtually all of the work. The digital ad industry (i.e., video, mobile, connected TV (CTV), and over-the-top programmatic ads) is expected to grow by a compound annual rate of 14% through 2025.</p><p>PubMatic is a sell-side platform (SSP) that helps companies sell their digital display space to advertisers. As a result of consolidation, there aren&#39;t too many SSPs left, which puts PubMatic in an advantageous position within the space.</p><p>Although advertisers are upping their spending across all digital channels, the fastest growth has been seen with CTV. Not coincidentally, CTV accounts for a substantial portion of PubMatic&#39;s revenue, which is why it has consistently grown at a faster organic rate than the industry average.</p><p>In addition, PubMatic made the choice to design and build its own cloud-based programmatic ad platform. Though costly and time-consuming, this decision will allow the company to reap the rewards of higher operating margins as its revenue scales.</p><p>One final note: PubMatic ended September with $166.1 million in cash, cash equivalents, and marketable securities with no debt. This means it has an enterprise value of just over $500 million, despite an industry-topping double-digit growth rate and recurring profits.</p><h2>5. Lovesac</h2><p>The fifth remarkable stock that can double your money in 2023 is furniture retailer <b>Lovesac</b>. Fight the urge to fall asleep because I said &#34;furniture retailer,&#34; because this company is turning an industry desperate for disruption on its head.</p><p>One of the biggest differentiating factors with Lovesac <i>is</i> its furniture. Whereas most brick-and-mortar retailers buy products from the same group of wholesalers, Lovesac&#39;s products are unique. In particular, close to 88% of its net sales come from sactionals -- modular couches that can be rearranged to fit most living spaces.</p><p>Buyers can choose from over 200 different covers, and the yarn used in these covers is made entirely from recycled plastic water bottles. The functionality and optionality offered by Lovesac is unmatched.</p><p>Lovesac&#39;s operating model generally caters to middle- and upper-income millennials. These are folks who tend to appreciate Lovesac&#39;s ESG (environmental, social, and governance<i>) </i>tendencies. More importantly, the buying habits of these people tend to be less affected when minor economic downturns arise or inflation picks up. In short, Lovesac&#39;s business is unlikely to be hit as hard by high inflation or a recession as traditional furniture retailers.</p><p>But what&#39;s really allowed Lovesac to shine is its omnichannel sales approach. Despite having 189 retail locations spanning 40 states, it&#39;s been able to shift its sales online or utilize popup showrooms and a handful of brand-name partnerships, to bolster its sales. Similar to Bark, Lovesac has been able to use its DTC presence to lower its overhead expenses and push to full-year profitability.</p><p>In 2023, Lovesac&#39;s biggest catalyst looks like it will be inventory reduction. Wall Street has been concerned with rising inventory levels, which management contends is to meet growing demand. If Lovesac can maintain its double-digit organic growth rate, working through its inventory shouldn&#39;t be a problem.</p><h2>6. Petco Health &amp; Wellness</h2><p>The next sensational stock that can double your money in 2023 is none other than pet-focused retailer <b>Petco Health and Wellness</b>. That&#39;s right, this list is doubling down on pet owners&#39; willingness to spend on their furry, feathered, gilled, and scaled &#34;family members&#34; in the new year.</p><p>Petco Health and Wellness was sent to the doghouse last year. Shares of the company plunged 52%, with most of these losses coming after the company&#39;s disappointing second quarter, which featured higher integration costs following its acquisition of veterinary-care company Thrive.</p><p>Petco and Thrive formed a joint venture in 2017 that saw the duo grow to around 100 pet hospitals located in Petco stores. This deal was for Thrive&#39;s 50% stake in that joint venture.</p><p>But as noted, spending on pets has effectively been recession-proof since the mid-1990s. While growth slowdowns are certainly possible, a record level of pet ownership in the wake of the pandemic bodes well for companies like Petco.</p><p>What&#39;s far more important is that Petco&#39;s focus on subscription services and digital sales is beginning to pay off. Even though in-store interactions will continue to generate the bulk of the company&#39;s sales, the pandemic taught Petco&#39;s management team the importance of having a beefed-up online presence. Digital sales were up 10% from the prior-year period in the company&#39;s fiscal quarter ended Oct. 29, 2022, and 42% when looking back two years.</p><p>In terms of subscriptions, the company now has north of 400,000 Vital Care members. Vital Care provides members discounts on various products, grooming, and routine vet exams and has seen its recurring revenue jump 56% from the previous year. If Petco can sustain strong double-digit recurring revenue and subscription growth in 2023, it could reasonably reverse course and retrace all of its losses from last year.</p><h2>7. Redfin</h2><p>Last but not least, consider technology-driven real estate company <b>Redfin</b> as a stock that can double your money in 2023.</p><p>There&#39;s absolutely no sugarcoating how poor the past year and change has been for real estate-focused businesses. Redfin has lost approximately 96% of its value since reaching its all-time high, and rapidly rising mortgage rates are doing the industry no favors.</p><p>A report from the company notes that home sales plummeted 35% in November from the prior-year period, the largest decline on record. And new listings plunged 28%, which is the second-largest year-over-year drop in history.</p><p>Despite this abysmal data, it&#39;s plausible that pessimists have overshot to the downside, considering the competitive advantages Redfin offers when compared to traditional real estate firms.</p><p>For example, traditional real estate companies and agents charge anywhere from 2.5% to 3% for their services. Redfin charges its customers either 1% or 1.5%, depending on how much previous businesses they have done with the company. With a median home sales price of $393,682 in November, an up to 2 percentage-point difference when compared to traditional real estate firms, can save sellers more than $7,800 (at the median).</p><p>Redfin also offers a variety of services designed to either help sellers maximize the value of their homes or lessen the burdens associated with selling property. These services can help boost Redfin&#39;s gross margin by adding a personalized touch that traditional real estate companies fail to provide.</p><p>The final consideration with Redfin is that it&#39;s exiting its iBuyer business, known as RedfinNow. This segment purchased homes for cash, which were later resold.</p><p>Ending this program and paring down its portfolio of assets will bolster the company&#39;s cash position while lowering expenses. Management believes this combination of cost-cutting and refocusing on its bread-and-butter internet service-based advantages can lead the company to a profitable year in 2024.</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>7 Sensational Stocks That Can Double Your Money 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\">\n7 Sensational Stocks That Can Double Your Money in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/03/7-sensational-stocks-can-double-your-money-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Welcome to a new year and a new opportunity to become smarter, happier, and -- most importantly -- richer.Although 2022 didn't go as planned -- the S&P 500 and Nasdaq Composite ended the year down 19%...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/03/7-sensational-stocks-can-double-your-money-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GTBIF":"Green Thumb Industries Inc.","NVAX":"诺瓦瓦克斯医药","LOVE":"Lovesac Co.","WOOF":"Petco Health and Wellness Company, Inc.","PUBM":"PubMatic, Inc.","RDFN":"Redfin Corp","BARK":"The Original Bark Corp."},"source_url":"https://www.fool.com/investing/2023/01/03/7-sensational-stocks-can-double-your-money-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300434056","content_text":"Welcome to a new year and a new opportunity to become smarter, happier, and -- most importantly -- richer.Although 2022 didn't go as planned -- the S&P 500 and Nasdaq Composite ended the year down 19% and 33%, respectively -- bear markets are known to be blessings in disguise. These typically once-in-a-decade events allow opportunistic investors to pounce on innovative, game-changing companies at a discount. And with Wall Street taking a drubbing last year, bargains abound -- if you're willing to do some digging.As we move headlong into a new year filled with uncertainty, the following seven sensational stocks stand as being capable of doubling your money in 2023.1. NovavaxThe first phenomenal stock that has the potential to deliver triple-digit returns for its shareholders in the new year is biotech stock Novavax. Since hitting its all-time high during the COVID-19 pandemic, shares of Novavax have plunged as much as 97%. But with its market cap down to $874 million, there are an abundance of reasons to believe Novavax could \"shoot\" higher.Novavax is one of a handful of drug developers that earned acclaim by running clinical trials for a COVID-19 vaccine. But unlike a majority of drugmakers, it was one of only three -- along with Pfizer/BioNTech and Moderna -- to achieve at least a 90% vaccine efficacy with its vaccine, NVX-CoV2373.The Novavax vaccine is also differentiated by its mechanism of action. Instead of being messenger-RNA-based, as with the Pfizer/BioNTech and Moderna vaccines, NVX-CoV2373 uses older technology and bits of spike protein from the SARS-CoV-2 virus to teach a person's immune system how to recognize and fight the infection. For people who might be leery of taking an mRNA-based vaccine, Novavax provides a high-efficacy solution in developed and emerging markets.In 2023, COVID-19 vaccine sales in the U.S. moved from advanced purchase agreements with the federal government to the private market. I expect this to improve Novavax's pricing power and help it better compete as an initial series and/or booster option.Additionally, Novavax is sitting on an absolute mountain of cash. It ended September with $1.28 billion in cash and cash equivalents, which was prior to its recent gross proceeds raise of $250 million from the sale of shares and convertible debt. This provides more-than-enough capital to run clinical studies involving NVX-CoV2373 as a combination therapy (influenza + COVID-19), as well as further its influenza and respiratory syncytial virus vaccine candidates.2. Green Thumb IndustriesA second high-caliber stock that can double your money in 2023 is U.S. cannabis multi-state operator (MSO) Green Thumb Industries. Although a lack of cannabis reform on Capitol Hill has been a buzzkill for pot stocks, Green Thumb Industries' growth strategy has proved unstoppable.Before digging into company specifics, it's important to note two macro factors working in Green Thumb's favor. First, approximately three-quarters of U.S. states have legalized marijuana in some capacity. This provides more-than-enough opportunity for MSOs to grow their sales and push toward profitability.Second, cannabis has been treated as a nondiscretionary good. Even if the U.S. dips into a recession this year, history has shown that consumers will continue to buy pot products.Green Thumb Industries had 77 operating dispensaries open as of Dec. 1, 2022, with a presence in 15 legalized states. It holds enough retail licenses in its back pocket to effectively double its retail-store presence over time. With BDSA forecasting an increase in legal U.S. weed sales to $42 billion by 2026 from an estimated $27 billion in 2022, Green Thumb looks like it's in great shape.The secret sauce that makes Green Thumb tick is its revenue mix. While dried cannabis flower is most often associated with marijuana use, more than half of Green Thumb's revenue comes from derivative products, such as vapes, edibles, dabs, beverages, pre-rolls, and health and beauty products. These are higher-priced products that deliver much juicier margins than dried cannabis flower. This revenue mix is precisely why Green Thumb has delivered nine consecutive quarters of profit, based on generally accepted accounting principles (GAAP).With marijuana stocks getting thrashed to end the year following the exclusion of the SAFE Banking Act from the federal annual defense bill, now is the time to pounce on this industry leader.3. BarkFor something way off the radar that can double your money in 2023, say hello to dog-focused products-and-services company Bark. Like virtually every other company that was brought to market via a special purpose acquisition company (SPAC) in 2020 and 2021, Bark has been decimated since making its public debut. But thanks to an unstoppable trend and the expectation of an improving income statement, the company has the tools needed to double shareholders' money in 2023.Though recessions are an inevitable part of the economic cycle, the U.S. pet industry hasn't seemed to care. It's been well over a quarter century since year-over-year pet expenditures declined in the United States, according to data from the American Pet Products Association (APPA). What's more, the percentage of households that own a pet is higher now than at any point since the APPA began its survey on pet ownership in 1988. (Translation: Pet owners willingly open their wallets to ensure the health and happiness of their four-legged family members.)What makes Bark so special is the company's direct-to-consumer (DTC) focus. While the company's revenue breakdown can be fluid, depending on when orders are placed, it's pretty common for Bark to generate about 10% of its revenue from brick-and-mortar retail stores. The remainder comes from the company's 2.24 million (and growing) active subscriptions.A DTC-driven operating model lends to highly predictable cash flow and helps keep inventory levels from getting out of hand. In other words, Bark's operating model should lead to lower overhead costs than its peers.Furthermore, Bark has seen strong add-on sales growth since introducing Bark Bright (a dental-products offering) during the pandemic. With the addition of Bark Eats, a dry-food subscription service catered to specific dog breeds, Bark should be able to substantially narrow its losses while maintaining a gross margin of around 60% in the coming quarters.4. PubMaticAnother sensational stock with the competitive advantages necessary to double your money in 2023 is cloud-based adtech company PubMatic. While ad spending during the first half of the year could be dicey -- which isn't uncommon when economic uncertainty is high -- PubMatic finds itself perfectly positioned to take advantage of a shift in spending to digital platforms.Prior to the advent of the internet, the buying and selling of ads and ad space was time-consuming and inefficient. But thanks to the internet and companies like PubMatic, programmatic ad platforms now do virtually all of the work. The digital ad industry (i.e., video, mobile, connected TV (CTV), and over-the-top programmatic ads) is expected to grow by a compound annual rate of 14% through 2025.PubMatic is a sell-side platform (SSP) that helps companies sell their digital display space to advertisers. As a result of consolidation, there aren't too many SSPs left, which puts PubMatic in an advantageous position within the space.Although advertisers are upping their spending across all digital channels, the fastest growth has been seen with CTV. Not coincidentally, CTV accounts for a substantial portion of PubMatic's revenue, which is why it has consistently grown at a faster organic rate than the industry average.In addition, PubMatic made the choice to design and build its own cloud-based programmatic ad platform. Though costly and time-consuming, this decision will allow the company to reap the rewards of higher operating margins as its revenue scales.One final note: PubMatic ended September with $166.1 million in cash, cash equivalents, and marketable securities with no debt. This means it has an enterprise value of just over $500 million, despite an industry-topping double-digit growth rate and recurring profits.5. LovesacThe fifth remarkable stock that can double your money in 2023 is furniture retailer Lovesac. Fight the urge to fall asleep because I said \"furniture retailer,\" because this company is turning an industry desperate for disruption on its head.One of the biggest differentiating factors with Lovesac is its furniture. Whereas most brick-and-mortar retailers buy products from the same group of wholesalers, Lovesac's products are unique. In particular, close to 88% of its net sales come from sactionals -- modular couches that can be rearranged to fit most living spaces.Buyers can choose from over 200 different covers, and the yarn used in these covers is made entirely from recycled plastic water bottles. The functionality and optionality offered by Lovesac is unmatched.Lovesac's operating model generally caters to middle- and upper-income millennials. These are folks who tend to appreciate Lovesac's ESG (environmental, social, and governance) tendencies. More importantly, the buying habits of these people tend to be less affected when minor economic downturns arise or inflation picks up. In short, Lovesac's business is unlikely to be hit as hard by high inflation or a recession as traditional furniture retailers.But what's really allowed Lovesac to shine is its omnichannel sales approach. Despite having 189 retail locations spanning 40 states, it's been able to shift its sales online or utilize popup showrooms and a handful of brand-name partnerships, to bolster its sales. Similar to Bark, Lovesac has been able to use its DTC presence to lower its overhead expenses and push to full-year profitability.In 2023, Lovesac's biggest catalyst looks like it will be inventory reduction. Wall Street has been concerned with rising inventory levels, which management contends is to meet growing demand. If Lovesac can maintain its double-digit organic growth rate, working through its inventory shouldn't be a problem.6. Petco Health & WellnessThe next sensational stock that can double your money in 2023 is none other than pet-focused retailer Petco Health and Wellness. That's right, this list is doubling down on pet owners' willingness to spend on their furry, feathered, gilled, and scaled \"family members\" in the new year.Petco Health and Wellness was sent to the doghouse last year. Shares of the company plunged 52%, with most of these losses coming after the company's disappointing second quarter, which featured higher integration costs following its acquisition of veterinary-care company Thrive.Petco and Thrive formed a joint venture in 2017 that saw the duo grow to around 100 pet hospitals located in Petco stores. This deal was for Thrive's 50% stake in that joint venture.But as noted, spending on pets has effectively been recession-proof since the mid-1990s. While growth slowdowns are certainly possible, a record level of pet ownership in the wake of the pandemic bodes well for companies like Petco.What's far more important is that Petco's focus on subscription services and digital sales is beginning to pay off. Even though in-store interactions will continue to generate the bulk of the company's sales, the pandemic taught Petco's management team the importance of having a beefed-up online presence. Digital sales were up 10% from the prior-year period in the company's fiscal quarter ended Oct. 29, 2022, and 42% when looking back two years.In terms of subscriptions, the company now has north of 400,000 Vital Care members. Vital Care provides members discounts on various products, grooming, and routine vet exams and has seen its recurring revenue jump 56% from the previous year. If Petco can sustain strong double-digit recurring revenue and subscription growth in 2023, it could reasonably reverse course and retrace all of its losses from last year.7. RedfinLast but not least, consider technology-driven real estate company Redfin as a stock that can double your money in 2023.There's absolutely no sugarcoating how poor the past year and change has been for real estate-focused businesses. Redfin has lost approximately 96% of its value since reaching its all-time high, and rapidly rising mortgage rates are doing the industry no favors.A report from the company notes that home sales plummeted 35% in November from the prior-year period, the largest decline on record. And new listings plunged 28%, which is the second-largest year-over-year drop in history.Despite this abysmal data, it's plausible that pessimists have overshot to the downside, considering the competitive advantages Redfin offers when compared to traditional real estate firms.For example, traditional real estate companies and agents charge anywhere from 2.5% to 3% for their services. Redfin charges its customers either 1% or 1.5%, depending on how much previous businesses they have done with the company. With a median home sales price of $393,682 in November, an up to 2 percentage-point difference when compared to traditional real estate firms, can save sellers more than $7,800 (at the median).Redfin also offers a variety of services designed to either help sellers maximize the value of their homes or lessen the burdens associated with selling property. These services can help boost Redfin's gross margin by adding a personalized touch that traditional real estate companies fail to provide.The final consideration with Redfin is that it's exiting its iBuyer business, known as RedfinNow. This segment purchased homes for cash, which were later resold.Ending this program and paring down its portfolio of assets will bolster the company's cash position while lowering expenses. Management believes this combination of cost-cutting and refocusing on its bread-and-butter internet service-based advantages can lead the company to a profitable year in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":121317629,"gmtCreate":1624453790361,"gmtModify":1703837131653,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>Does anyone knows if I continue to buy in to TRCH sharesnow am I still entitled to the dividend payouts?","listText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>Does anyone knows if I continue to buy in to TRCH sharesnow am I still entitled to the dividend payouts?","text":"$Torchlight Energy Resources(TRCH)$Does anyone knows if I continue to buy in to TRCH sharesnow am I still entitled to the dividend payouts?","images":[{"img":"https://static.tigerbbs.com/c1fc89566572503b9ec0893d832ebaac","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":1,"link":"https://ttm.financial/post/121317629","isVote":1,"tweetType":1,"viewCount":2803,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"content":"I chatted with Tiger’s CS earlier on he told me as long as I hold the positions before the dividend payout day I will be entitled so doesn’t matter if I buy it today","text":"I chatted with Tiger’s CS earlier on he told me as long as I hold the positions before the dividend payout day I will be entitled so doesn’t matter if I buy it today","html":"I chatted with Tiger’s CS earlier on he told me as long as I hold the positions before the dividend payout day I will be entitled so doesn’t matter if I buy it today"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967648223,"gmtCreate":1670324188263,"gmtModify":1676538344169,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9967648223","repostId":"2289816897","repostType":4,"repost":{"id":"2289816897","kind":"highlight","pubTimestamp":1670340722,"share":"https://ttm.financial/m/news/2289816897?lang=&edition=full_marsco","pubTime":"2022-12-06 23:32","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2289816897","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Last week was another welcome step up for investors long the market. The &#34;three stocks to avoid&#34; in my column that I thought were going to lose to the market last week -- <b>Big Lots</b>, <b>Baozun</b>, and <b>Coinbase</b> -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.</p><p>The <b>S&amp;P 500</b> experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b>Coinbase</b>, <b>Baozun</b>, and <b>AeroVironment</b> as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Coinbase</b></h2><p>Cryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don&#39;t think the worst is over for the platform.</p><p>We&#39;ve seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won&#39;t collapse anytime soon. It&#39;s a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn&#39;t going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.</p><h2><b>2. Baozun</b></h2><p>The biggest gainer from last week&#39;s column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.</p><p>The third-quarter results weren&#39;t great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun&#39;s margins improved, but the bottom line still wasn&#39;t bullish. The company that helps global brands get noticed by China&#39;s internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It&#39;s the third time in a row that Baozun falls short of the market&#39;s profit targets. It has also now missed on the bottom line in four of the past five quarters.</p><p>Baozun deserves credit for helping rein in its costs, but last week&#39;s pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it&#39;s hard to see Baozun shining in the near term.</p><h2><b>3. AeroVironment</b></h2><p>This may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.</p><p>Analysts generally aren&#39;t as hopeful. They see revenue declining 7% from the prior year&#39;s showing. They also are looking for AeroVironment&#39;s profits to fall sharply in Tuesday afternoon&#39;s report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week&#39;s financial update. AeroVironment may be a thinking investor&#39;s bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn&#39;t deliver a blowout financial performance.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Coinbase, Baozun, and AeroVironment this week.</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>3 Stocks to Avoid This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/\">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.","AVAV":"AeroVironment公司","BZUN":"宝尊电商"},"source_url":"https://www.fool.com/investing/2022/12/05/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2289816897","content_text":"Last week was another welcome step up for investors long the market. The \"three stocks to avoid\" in my column that I thought were going to lose to the market last week -- Big Lots, Baozun, and Coinbase -- fell 4%, rose 26%, and climbed 8%, respectively, averaging out to a hearty 10% gain.The S&P 500 experienced a 1.1% move higher. I was wrong. I have still been correct in 37 of the past 59 weeks, or 63% of the time.Now let's look at the week ahead. I see Coinbase, Baozun, and AeroVironment as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. CoinbaseCryptocurrencies bounced back slightly last week, and that helped the leading trading exchange for digital currencies recover with its 8% climb. But I don't think the worst is over for the platform.We've seen a few prolific crypto hubs implode this year. Just when you think there are no more shoes to drop, more start falling. But Coinbase won't collapse anytime soon. It's a conservative player with a strong balance sheet. However, all of the hits that crypto traders have faced -- with their assets frozen at best and lost forever at worst -- is going to hurt all trading exchanges. Consumer confidence isn't going to return overnight. Coinbase bounced back from all-time lows two weeks ago, but the climate is still risky and unkind.2. BaozunThe biggest gainer from last week's column was Baozun. The Chinese provider of e-commerce tools soared after reporting fresh financials. Hopes that the country will ease pandemic-related shutdowns also got investors excited about China as a reopening play.The third-quarter results weren't great. Revenue declined 8% to $244.8 million, roughly in line with expectations. Its the third consecutive year-over-year slide in top-line results. Baozun's margins improved, but the bottom line still wasn't bullish. The company that helps global brands get noticed by China's internet users posted an adjusted deficit of $0.03 a share. Analysts were holding out for a small profit. It's the third time in a row that Baozun falls short of the market's profit targets. It has also now missed on the bottom line in four of the past five quarters.Baozun deserves credit for helping rein in its costs, but last week's pop was an overreaction. With Chinese restrictions capping the growth of homegrown enterprises and scaring away interest in international players, it's hard to see Baozun shining in the near term.3. AeroVironmentThis may seem like a good time to be selling military drones. The war in Ukraine finds allies providing the country with small to midsize unmanned aerial vehicles, and AeroVironment is ready to serve. It reports fresh financials on Tuesday, and Raymond James upgraded the stock last month on a bullish thesis that orders have been strong.Analysts generally aren't as hopeful. They see revenue declining 7% from the prior year's showing. They also are looking for AeroVironment's profits to fall sharply in Tuesday afternoon's report. It has fallen short of Wall Street earnings expectations in back-to-back quarters heading into this week's financial update. AeroVironment may be a thinking investor's bet on the continuing escalation of military conflicts, but with the stock already up nearly 50% in 2022, it could take a hit if it doesn't deliver a blowout financial performance.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Coinbase, Baozun, and AeroVironment this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952367872,"gmtCreate":1674470302596,"gmtModify":1676538941766,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952367872","repostId":"2305604719","repostType":4,"repost":{"id":"2305604719","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674488021,"share":"https://ttm.financial/m/news/2305604719?lang=&edition=full_marsco","pubTime":"2023-01-23 23:33","market":"us","language":"en","title":"Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2305604719","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     Sometimes, being a value investor means going where others prefer not t","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n     There's value there. \n</p>\n<p>\n     Corrections &amp; amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWells Fargo, Disney, and 10 Other Stocks Value Investors Are Watching Right Now\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\">2023-01-23 23:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     Sometimes, being a value investor means going where others prefer not to go. \n</p>\n<p>\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a>, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n</p>\n<p>\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a>, which lacks the same drama -- and that makes it attractive. \n</p>\n<p>\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n</p>\n<p>\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> results eased concerns around streaming, but is still down 30% over the past 12 months. \n</p>\n<p>\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners <a href=\"https://laohu8.com/S/CLMT\">$(CLMT)$</a> refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer <a href=\"https://laohu8.com/S/ET\">$(ET)$</a> owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n</p>\n<p>\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International <a href=\"https://laohu8.com/S/PM\">$(PM)$</a> and Altria Group <a href=\"https://laohu8.com/S/MO\">$(MO)$</a>, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n</p>\n<p>\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips <a href=\"https://laohu8.com/S/COP\">$(COP)$</a>, with Halliburton <a href=\"https://laohu8.com/S/HAL.UK\">$(HAL.UK)$</a> also in the portfolio. Frank owns shares of refiner CVR Energy <a href=\"https://laohu8.com/S/CVI\">$(CVI)$</a>, oil-field services companies NOW <a href=\"https://laohu8.com/S/DNOW\">$(DNOW)$</a>, and NexTier Oilfield Solutions <a href=\"https://laohu8.com/S/NEX\">$(NEX)$</a>. \n</p>\n<p>\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n</p>\n<p>\n     There's value there. \n</p>\n<p>\n     Corrections &amp; amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2023 15:27 ET (20:27 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4507":"流媒体概念","SG9999002232.USD":"Allianz Global High Payout USD","BK4533":"AQR资本管理(全球第二大对冲基金)","WFC":"富国银行","BK4501":"段永平概念","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4534":"瑞士信贷持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","CVI":"CVR能源","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","BK4554":"元宇宙及AR概念","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","CLMT":"卡路美","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1046421795.USD":"富达环球科技A-ACC","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","HAL":"哈里伯顿","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","DIS":"迪士尼","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4138":"石油与天然气的炼制和营销","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","MO":"奥驰亚","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","PM":"菲利普莫里斯","BK4207":"综合性银行","NEX":"NexTier Oilfield Solutions Inc.","ET":"Energy Transfer LP","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4550":"红杉资本持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","COP":"康菲石油","BK4527":"明星科技股","BK4108":"电影和娱乐","BK4585":"ETF&股票定投概念","BK4559":"巴菲特持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","DNOW":"NOW Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305604719","content_text":"By Nicholas Jasinski \n\n\n     Sometimes, being a value investor means going where others prefer not to go. \n\n\n     For some, that means wading into controversial situations in which a business is unloved due to past transgressions. That describes Wells Fargo (ticker: WFC) and Walt Disney $(DIS)$, says Aaron Dunn, co-head of the value equity team at Eaton Vance. \n\n\n     Wells Fargo, which dropped 1.1% this past week, has been subject to a Federal Reserve-mandated asset cap since 2018 and has paid fines to settle charges of illegal conduct. Its recent earnings report revealed that profits had been cut in half. But the stock trades for nine times 2023 estimated earnings and one time book value, versus about 10.5 times and 1.4 times, respectively, for JPMorgan Chase $(JPM)$, which lacks the same drama -- and that makes it attractive. \n\n\n     \"There's a lot of internal change and cost cutting that the management team is bringing in [at Wells Fargo], and you have a relative-valuation tailwind,\" says Dunn, who co-manages the Eaton Vance Value Opportunities fund (EAFVX). \n\n\n     He's also a fan of Disney, which this past week rebuked activist investor Nelson Peltz, who has pointed out that earnings have tumbled and the stock has lagged the market in recent years. Dunn expects firmwide cost cutting and a more balanced approach to growth and profitability at Disney+ under newly reinstalled CEO Bob Iger, clearing the path to an eventual reinstatement of the stock's dividend. Disney stock gained 3.8% this past week as Netflix $(NFLX)$ results eased concerns around streaming, but is still down 30% over the past 12 months. \n\n\n     Another place to seek out value is in stocks that are just too complex for many investors to bother with. Some are companies structured as partnerships, not corporations, which complicates taxes, among other issues. Calumet Specialty Products Partners $(CLMT)$ refines oil into a variety of consumer and industrial products and produces \"renewable diesel\" from soybeans in Montana. Energy Transfer $(ET)$ owns tens of thousands of miles of natural-gas pipelines and offers an 8.5% dividend yield. Both partnerships are among the top holdings in the Frank Value fund (FRNKX). \n\n\n     Stocks that have been shunned by certain investors are also worth a look, says Brian Frank, chief investment officer of Frank Funds. He points to \"sin stocks\" like Philip Morris International $(PM)$ and Altria Group $(MO)$, which make tobacco products. Philip Morris, a Barron's pick earlier this month , trades for 17.5 times 2023 expected earnings and Altria trades for 8.9 times, both discounts to the consumer-staples average but with the same recession-proof attributes. Altria has an 8.4% dividend yield, and Philip Morris yields about 5%. \n\n\n     Then there are energy stocks, where Dunn and Frank both see value. Dunn's largest holding as of Nov. 30 was ConocoPhillips $(COP)$, with Halliburton $(HAL.UK)$ also in the portfolio. Frank owns shares of refiner CVR Energy $(CVI)$, oil-field services companies NOW $(DNOW)$, and NexTier Oilfield Solutions $(NEX)$. \n\n\n     It might seem odd to own energy stocks heading into a recession, but balance sheets are solid and the stocks have cheap earnings multiples and high dividend yields, Frank says. Supply growth should be constrained, keeping oil prices aloft more than usual. \n\n\n     There's value there. \n\n\n     Corrections & amplifications: Aaron Dunn is the co-head of Eaton Vance's value equity team. A previous version of a photo caption in this article misnamed him. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 23, 2023 15:27 ET (20:27 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967729810,"gmtCreate":1670379776530,"gmtModify":1676538356567,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9967729810","repostId":"1112917688","repostType":4,"repost":{"id":"1112917688","kind":"news","pubTimestamp":1670373117,"share":"https://ttm.financial/m/news/1112917688?lang=&edition=full_marsco","pubTime":"2022-12-07 08:31","market":"us","language":"en","title":"Megacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1112917688","media":"Bloomberg","summary":"Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic sl","content":"<html><head></head><body><ul><li>Shalett says expectations from some big companies ‘delusional’</li><li>Pinched consumer will fuel economic slump next year, she adds</li></ul><p>Morgan Stanley Wealth Management’s Lisa Shalett said some of the stock market’s biggest companies may see earnings hit far more than expected next year as economic growth slows and inflation erodes the purchasing power of consumers.</p><p>Such an outlook, she added, is not reflected in current earnings estimates, which remain too high despite multiple downward revisions.</p><p>“A lot of corporate guidance is delusional,” Shalett, the division’s chief investment officer, told Bloomberg TV Tuesday, blaming not only analysts but chief executive officers as well. “I just think it’s going to be a rude awakening for a lot of folks.”</p><p>Shalett said the brunt of the downside surprises will likely be born by e-commerce, social media and other companies whose fortunes are closely tied to swings in the economy, including those selling discretionary consumer goods, rather than the whole of corporate America.</p><p>“It’s more the specific slice of it, but it’s the slice that, unfortunately, at the minute, dominates the market cap and the weight of how we are comprising consensus estimates,” she added.</p><p>Bloomberg Intelligence expects full-year 2022 earnings per share for the companies in the S&amp;P 500 to come in at $223.6 and rise to $229.7 in 2023, based on the note published on Dec. 2 by Wendy Soong. Estimates for next year continue to drift lower though remain relatively high.</p><p>Shalett said earnings forecasts in general remain too optimistic given the unprecedented confluence of factors weighing on the outlook, including Federal Reserve rate hikes and the risk of a recession.</p><p>“If the Fed succeeds, if the Fed pauses, which is what all the enthusiasm is about, that pricing power at best is going to halve and at worst is going to go away completely at the same time that your volume is slowing,” she said. “It’s that kind of negative operating leverage that I just don’t think is in the numbers.”</p><p>And despite the strength of the labor market, a pinched consumer might lead to further economic slowing as they burn through pandemic-era savings.</p><p>“Consumers are starting to run out of dough,” she said. “As we get into 2023, we think everything rests with the consumer.”</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>Megacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nMegacap Earnings to See \"Rude Awakening\" in 2023, Morgan Stanley’s Shalett Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-07 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic slump next year, she addsMorgan Stanley Wealth Management’s Lisa Shalett said some of the stock market...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-06/morgan-stanley-warns-megacap-company-profits-due-for-rude-awakening-in-2023?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112917688","content_text":"Shalett says expectations from some big companies ‘delusional’Pinched consumer will fuel economic slump next year, she addsMorgan Stanley Wealth Management’s Lisa Shalett said some of the stock market’s biggest companies may see earnings hit far more than expected next year as economic growth slows and inflation erodes the purchasing power of consumers.Such an outlook, she added, is not reflected in current earnings estimates, which remain too high despite multiple downward revisions.“A lot of corporate guidance is delusional,” Shalett, the division’s chief investment officer, told Bloomberg TV Tuesday, blaming not only analysts but chief executive officers as well. “I just think it’s going to be a rude awakening for a lot of folks.”Shalett said the brunt of the downside surprises will likely be born by e-commerce, social media and other companies whose fortunes are closely tied to swings in the economy, including those selling discretionary consumer goods, rather than the whole of corporate America.“It’s more the specific slice of it, but it’s the slice that, unfortunately, at the minute, dominates the market cap and the weight of how we are comprising consensus estimates,” she added.Bloomberg Intelligence expects full-year 2022 earnings per share for the companies in the S&P 500 to come in at $223.6 and rise to $229.7 in 2023, based on the note published on Dec. 2 by Wendy Soong. Estimates for next year continue to drift lower though remain relatively high.Shalett said earnings forecasts in general remain too optimistic given the unprecedented confluence of factors weighing on the outlook, including Federal Reserve rate hikes and the risk of a recession.“If the Fed succeeds, if the Fed pauses, which is what all the enthusiasm is about, that pricing power at best is going to halve and at worst is going to go away completely at the same time that your volume is slowing,” she said. “It’s that kind of negative operating leverage that I just don’t think is in the numbers.”And despite the strength of the labor market, a pinched consumer might lead to further economic slowing as they burn through pandemic-era savings.“Consumers are starting to run out of dough,” she said. “As we get into 2023, we think everything rests with the consumer.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953620187,"gmtCreate":1673240045750,"gmtModify":1676538804358,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953620187","repostId":"2302713787","repostType":4,"repost":{"id":"2302713787","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1673217587,"share":"https://ttm.financial/m/news/2302713787?lang=&edition=full_marsco","pubTime":"2023-01-09 06:39","market":"us","language":"en","title":"Inflation Data, Banks Kick off Earnings Season: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2302713787","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     The holidays are over and it will be a busy week for investors: the sta","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n</p>\n<p>\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n</p>\n<p>\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n</p>\n<p>\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n</p>\n<p>\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n</p>\n<p>\n     Monday 1/9 \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n</p>\n<p>\n     Tuesday 1/10 \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n</p>\n<p>\n     Wednesday 1/11 \n</p>\n<p>\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n</p>\n<p>\n     Thursday 1/12 \n</p>\n<p>\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n</p>\n<p>\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n</p>\n<p>\n     Friday 1/13 \n</p>\n<p>\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n</p>\n<p>\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2023 18:26 ET (23:26 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation Data, Banks Kick off Earnings Season: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInflation Data, Banks Kick off Earnings Season: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-09 06:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n</p>\n<p>\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n</p>\n<p>\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n</p>\n<p>\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n</p>\n<p>\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n</p>\n<p>\n     Monday 1/9 \n</p>\n<p>\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n</p>\n<p>\n     Tuesday 1/10 \n</p>\n<p>\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n</p>\n<p>\n     Wednesday 1/11 \n</p>\n<p>\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n</p>\n<p>\n     Thursday 1/12 \n</p>\n<p>\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n</p>\n<p>\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n</p>\n<p>\n     Friday 1/13 \n</p>\n<p>\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n</p>\n<p>\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n</p>\n<p>\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 08, 2023 18:26 ET (23:26 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302713787","content_text":"By Nicholas Jasinski \n\n\n     The holidays are over and it will be a busy week for investors: the start of fourth-quarter earnings season and the latest inflation data will be the highlights. \n\n\n     Earning season kicks off on Friday, with results from several big banks and other notable companies. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo will all report before the market opens, as will BlackRock, Delta Air Lines, and UnitedHealth Group. \n\n\n     On Thursday, the Bureau of Labor Statistics will report the consumer price index for December. On average, economists are predicting no change in the index in the last month of 2022. That would mean a 6.6% year-over-year increase, after a 7.1% rise in November. \n\n\n     The core CPI, which excludes food and energy prices, is expected to have risen 0.3% in December, for a one-year gain of 5.7%. That would be down from the 6% annual rate of growth through November. \n\n\n     Other economic-data releases on the calendar include a pair of sentiment indicators. On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for December. On Friday, the University of Michigan will publish its Consumer Sentiment index for January. Both are expected to be up at least slightly from the prior month. \n\n\n     Monday 1/9 \n\n\n     The Federal Reserve reports consumer credit data for November. In October, total consumer debt increased at a seasonally adjusted annual rate of 6.9% to a record $4.73 trillion. Revolving credit, which is mostly credit-card debt, jumped 10.4% as more consumers tap credit to pay for living expenses. \n\n\n     Tuesday 1/10 \n\n\n     The National Federation of Independent Business releases its Small Business Optimism Index for December. Consensus estimate is for a 91.5 reading, roughly even with the November data. The index remains mired near eight-year lows from last summer as small-business owners continue to cite inflation as their No. 1 issue. \n\n\n     Wednesday 1/11 \n\n\n     The Mortgage Bankers Association releases its Market Composite Index, a measure of mortgage loan application volume, for the week ending on Jan. 6. Mortgage activity declined sharply in the second half of last year as interest rates surged. In October, mortgage activity hit a 25-year low. \n\n\n     Thursday 1/12 \n\n\n     The Department of Labor reports initial jobless claims for the week ending on Jan. 7. In December, jobless claims averaged 217,500, still low historically. Despite the many announcements of layoffs in the tech and real estate sectors, the job market remains tight, as the Bureau of Labor Statistics this past week reported the unemployment rate edging down to 3.5%, near a half-century low. The U.S. economy added 4.5 million jobs last year, or about 375,000 a month on average. The second half of 2022 did see a slowing of job growth from the first half's blistering pace but nothing that portends a recession in 2023, which the majority of economists are forecasting. \n\n\n     The BLS releases the consumer price index for December. Economists forecast a 6.5% year-over-year increase, after a 7.1% jump in November. The core CPI, which excludes volatile food and energy prices, is expected to rise 5.7%, slightly slower than the 6% rate of growth previously. The CPI peaked at 9.1% in June of 2022, while the core CPI hit its top at 6.6% in September. The past two CPI reports have seen a sharp deceleration in inflation, but the Federal Open Market Committee has stressed that it needs to see many months of data before even considering an end to its interest-rate hiking campaign. \n\n\n     Friday 1/13 \n\n\n     Earnings season kicks off with the four largest U.S. banks announcing quarterly results. Bank of America, Citigroup, JPMorgan Chase, and Wells Fargo all report before the market open. \n\n\n     Bank of New York Mellon, BlackRock, Delta Air Lines, $First Republic Bank(FRC-N)$, and UnitedHealth Group release earnings. \n\n\n     The University of Michigan releases its Consumer Sentiment index for January. The consensus call is for a 60.5 reading, about one point more than previously. In December, consumer expectations for the year-ahead inflation hit an 18-month low of 4.4%. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 08, 2023 18:26 ET (23:26 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964311004,"gmtCreate":1670076919009,"gmtModify":1676538299013,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9964311004","repostId":"1152464265","repostType":4,"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914037602,"gmtCreate":1665127195706,"gmtModify":1676537561955,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9914037602","repostId":"2273806015","repostType":4,"repost":{"id":"2273806015","kind":"highlight","pubTimestamp":1665110579,"share":"https://ttm.financial/m/news/2273806015?lang=&edition=full_marsco","pubTime":"2022-10-07 10:42","market":"us","language":"en","title":"Friday's Jobs Report: Why Bad News Could Be Good News for the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2273806015","media":"Motley Fool","summary":"The market is likely to move when the September jobs report comes in.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Stocks have swung wildly in anticipation of the Fed&#39;s next moves.</li><li>Economists expect that 250,000 jobs were added in the U.S. in September.</li><li>If Friday&#39;s jobs report is weaker than expected, stocks could soar.</li></ul><p>Well, that didn&#39;t take long.</p><p>After the <b>S&amp;P 500</b> lost nearly 13% over the last 14 sessions of September, stocks have come roaring back to open the fourth quarter, posting their biggest two-day gain since the depths of the pandemic on Monday and Tuesday. The broad market index jumped 5.7% higher over the first two sessions in October, even though there was no major catalyst for the movement.</p><p>If the stock market feels like it&#39;s going on and off like a light switch, there&#39;s a good reason for that. The Federal Reserve is dominating market sentiment, and predictions about the Fed&#39;s upcoming fed funds rate decisions can turn on just a hint that the economy is weakening.</p><p>For example, on Monday, the Institute for Supply for Management&#39;s Manufacturing Purchasing Managers Index came in at 50.9, indicating a slight expansion, but at its lowest level since May 2020. Worse, leading indicators like new orders were actually down from the prior month, a sign that the economy could be slipping into a recession. Also on Monday, a U.N. agency warned the Fed and other central banks that continuing interest rate hikes could push the world into a prolonged recession.</p><p>On Tuesday, stocks rallied again after job openings fell by 10% from July to August to 10.1 million, its lowest level in over a year. That data point is likely to put an even brighter spotlight on Friday&#39;s jobs report.</p><p>In normal times, the monthly jobs report is closely watched as an indicator of the health of the economy. However, with market sentiment hinging on Wall Street&#39;s latest guess of the Fed&#39;s next move, this week&#39;s jobs report takes on even more importance.</p><h2>Up is down</h2><p>In a stable economy, investors like to see steady growth from the job market and low unemployment. However, the Fed&#39;s aggressive interest rate hikes to combat inflation have disrupted the normal market mentality. In commentary after the central bank&#39;s latest hike on Sept. 21, Chairman Jerome Powell said that the most important goal of Fed policy was to bring down inflation, even if that meant driving unemployment higher or causing a recession.</p><p>That means the sooner that the economy buckles under the weight of higher interest rates, which have increased by 3 percentage points since the beginning of the year, the sooner the Fed is likely to pump the brakes on its rate hikes.</p><p>That&#39;s good news for the stock market for several reasons. First, rising interest rates effectively makes money more expensive. It makes it more costly for businesses to borrow money, slowing down growth, and it raises payments on variable-rate debt. In some industries, like homebuilding, climbing interest rates have already had an impact on consumer behavior.</p><p>Second, rising rates tend to encourage investors to pull money out of the stock market and put it into the bond market to benefit from higher yields.</p><p>Finally, higher interest rates lift the discount rate in financial analysis like the discounted cash flow model, making future earnings worth less. That explains why growth stocks, especially unprofitable ones, have fallen sharply this year.</p><h2>What to look for in the jobs report</h2><p>According to Factset, economists are expecting an increase of 250,000 jobs in September. While that still represents job market growth relative to population expansion, it would be the slowest month of job growth since December 2020 as the labor market has steadily clawed back the millions of jobs lost during the pandemic. Total employment only topped pre-pandemic levels last month, according to the St. Louis Fed.</p><p>In addition to the number of jobs added, investors will be also be focused on the unemployment rate, which is the number of people looking for work divided by the size of the labor force. The unemployment rate can rise either because people lose their jobs or because more people decide to look for work. In August, the unemployment rate rose from 3.5% to 3.7% as the labor force expanded, a sign that more Americans were looking for work.</p><p>The sharp drop in job openings in August is a good sign that the labor market weakened in September. Still, we won&#39;t know the official tally until Friday at 8:30 a.m. ET.</p><p>If job growth comes in below 250,000, don&#39;t be surprised if stocks surge once again.</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>Friday's Jobs Report: Why Bad News Could Be Good News for the Stock Market</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\">\nFriday's Jobs Report: Why Bad News Could Be Good News for the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 10:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/06/friday-jobs-report-bad-news-good-news-stock-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSStocks have swung wildly in anticipation of the Fed's next moves.Economists expect that 250,000 jobs were added in the U.S. in September.If Friday's jobs report is weaker than expected, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/06/friday-jobs-report-bad-news-good-news-stock-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.fool.com/investing/2022/10/06/friday-jobs-report-bad-news-good-news-stock-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273806015","content_text":"KEY POINTSStocks have swung wildly in anticipation of the Fed's next moves.Economists expect that 250,000 jobs were added in the U.S. in September.If Friday's jobs report is weaker than expected, stocks could soar.Well, that didn't take long.After the S&P 500 lost nearly 13% over the last 14 sessions of September, stocks have come roaring back to open the fourth quarter, posting their biggest two-day gain since the depths of the pandemic on Monday and Tuesday. The broad market index jumped 5.7% higher over the first two sessions in October, even though there was no major catalyst for the movement.If the stock market feels like it's going on and off like a light switch, there's a good reason for that. The Federal Reserve is dominating market sentiment, and predictions about the Fed's upcoming fed funds rate decisions can turn on just a hint that the economy is weakening.For example, on Monday, the Institute for Supply for Management's Manufacturing Purchasing Managers Index came in at 50.9, indicating a slight expansion, but at its lowest level since May 2020. Worse, leading indicators like new orders were actually down from the prior month, a sign that the economy could be slipping into a recession. Also on Monday, a U.N. agency warned the Fed and other central banks that continuing interest rate hikes could push the world into a prolonged recession.On Tuesday, stocks rallied again after job openings fell by 10% from July to August to 10.1 million, its lowest level in over a year. That data point is likely to put an even brighter spotlight on Friday's jobs report.In normal times, the monthly jobs report is closely watched as an indicator of the health of the economy. However, with market sentiment hinging on Wall Street's latest guess of the Fed's next move, this week's jobs report takes on even more importance.Up is downIn a stable economy, investors like to see steady growth from the job market and low unemployment. However, the Fed's aggressive interest rate hikes to combat inflation have disrupted the normal market mentality. In commentary after the central bank's latest hike on Sept. 21, Chairman Jerome Powell said that the most important goal of Fed policy was to bring down inflation, even if that meant driving unemployment higher or causing a recession.That means the sooner that the economy buckles under the weight of higher interest rates, which have increased by 3 percentage points since the beginning of the year, the sooner the Fed is likely to pump the brakes on its rate hikes.That's good news for the stock market for several reasons. First, rising interest rates effectively makes money more expensive. It makes it more costly for businesses to borrow money, slowing down growth, and it raises payments on variable-rate debt. In some industries, like homebuilding, climbing interest rates have already had an impact on consumer behavior.Second, rising rates tend to encourage investors to pull money out of the stock market and put it into the bond market to benefit from higher yields.Finally, higher interest rates lift the discount rate in financial analysis like the discounted cash flow model, making future earnings worth less. That explains why growth stocks, especially unprofitable ones, have fallen sharply this year.What to look for in the jobs reportAccording to Factset, economists are expecting an increase of 250,000 jobs in September. While that still represents job market growth relative to population expansion, it would be the slowest month of job growth since December 2020 as the labor market has steadily clawed back the millions of jobs lost during the pandemic. Total employment only topped pre-pandemic levels last month, according to the St. Louis Fed.In addition to the number of jobs added, investors will be also be focused on the unemployment rate, which is the number of people looking for work divided by the size of the labor force. The unemployment rate can rise either because people lose their jobs or because more people decide to look for work. In August, the unemployment rate rose from 3.5% to 3.7% as the labor force expanded, a sign that more Americans were looking for work.The sharp drop in job openings in August is a good sign that the labor market weakened in September. Still, we won't know the official tally until Friday at 8:30 a.m. ET.If job growth comes in below 250,000, don't be surprised if stocks surge once again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915348577,"gmtCreate":1664971443499,"gmtModify":1676537537242,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9915348577","repostId":"2273181522","repostType":4,"repost":{"id":"2273181522","kind":"highlight","pubTimestamp":1664968640,"share":"https://ttm.financial/m/news/2273181522?lang=&edition=full_marsco","pubTime":"2022-10-05 19:17","market":"us","language":"en","title":"2 Promising Growth Stocks Trading Under $10 a Share","url":"https://stock-news.laohu8.com/highlight/detail?id=2273181522","media":"Motley Fool","summary":"These stocks have plenty of room to get a whole lot bigger in the years ahead.","content":"<html><head></head><body><p>Stocks trading at low prices are easily accessible to a wide pool of investors (i.e., no need to buy fractional shares), which can lead to more liquidity and a faster-moving stock. That can be both a blessing and a curse, however, depending on whether there&#39;s bearish or bullish news surrounding a business.</p><p>One way to increase the odds of success with these low-priced stocks is to invest in companies with significant growth opportunities. Two stocks trading at less than $10 a share that growth investors will want to consider buying for the long haul are <b>Ginkgo Bioworks</b> and <b>Palantir Technologies</b>. Let&#39;s find out a bit more about these two growth stocks.</p><h2>1. Ginkgo Bioworks</h2><p>Ginkgo Bioworks is a cell programming company that ARK Invest CEO Cathie Wood is a fan of; it currently trades at just over $3 per share. What&#39;s promising about the business is that it has the potential to achieve growth in many different industries. In the food and agriculture industry, it projects that demand for engineered products could be worth at least $800 billion within the next two decades. And in healthcare, the potential could be north of $500 billion. There are also opportunities in consumer goods, materials and energy, and other industries.</p><p>The company has partnered with cannabis producer <b>Cronos Group </b>to develop cultured cannabinoids that can be efficiently produced at scale while offering unique products for the cannabis industry. It has also partnered with healthcare giant <b>Bayer</b> on agricultural biological programs that can help boost crop yields for growers.</p><p>Ginkgo&#39;s full of growth opportunities and is already generating strong results today. Through the first six months of 2022, its revenue of $313 million was more than three times the $87.7 million it reported in the prior-year period. For the full year, it anticipates between $425 million and $440 million in revenue, which, at the midpoint, would be a 38% increase from the $313.8 million it generated in 2021.</p><p>Unfortunately, with losses totaling nearly $1.3 billion over the past two quarters, there&#39;s still a risk of significant dilution for investors. And that&#39;s likely a key reason its shares are down 62% through the first nine months of the year. Ginkgo is a high-risk, high-reward stock that could pay off, but investors will need a lot of patience as profitability may be many years away.</p><h2>2. Palantir Technologies</h2><p>Palantir is a data analytics company that provides value for both businesses and governments, the latter using it for defense and counterterrorism operations. Utilizing artificial intelligence and machine learning, the company&#39;s models can expedite the decision-making process by processing information &#34;on the fly&#34; to generate insights for its users. Its shares are trading at just over $8.</p><p>The company&#39;s business has been generating impressive growth this year, with sales of $473 million for the second quarter (ended June 30), rising by 26% year over year. And for the full year, it expects sales to be around $1.9 billion -- just over 23% higher than the $1.5 billion that Palantir reported in 2021. A lot of the potential for the company&#39;s future growth is with commercial customers, as sales in that segment rose 46% in Q2 compared to just 13% revenue growth from government-related customers. The risk in the short term is that amid inflation and companies scaling back on large purchases, Palantir could face some challenges in growing its commercial business.</p><p>Like Ginkgo, Palantir isn&#39;t a profitable company today. Its net loss in Q2 totaled $179.3 million. However, CEO Alex Karp said he anticipates that by 2025, Palantir&#39;s financials will improve sufficiently so that the business will be operating profitably.</p><p>The no-nonsense CEO has always been focused on the long term, with an eye on delivering 30% annualized revenue growth. Although Palantir&#39;s growth rate has been slipping in recent quarters, the business still generates strong numbers. But that, unfortunately, hasn&#39;t been enough to keep investors around as Palantir&#39;s shares are trading down 55% year to date and are performing worse than the <b>S&amp;P 500</b>, which is down by 23%.</p><p>If Palantir can improve its bottom line in the years ahead, that will make the stock a much better buy. So if you&#39;re willing to trust in Karp&#39;s vision and wait until 2025 for the company to achieve its goals of being profitable and generating $4.5 billion in revenue, this could prove to be a solid buy.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Promising Growth Stocks Trading Under $10 a Share</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Promising Growth Stocks Trading Under $10 a Share\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 19:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/05/2-promising-growth-stocks-trading-under-10-a-share/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks trading at low prices are easily accessible to a wide pool of investors (i.e., no need to buy fractional shares), which can lead to more liquidity and a faster-moving stock. That can be both a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/05/2-promising-growth-stocks-trading-under-10-a-share/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc.","DNA":"Ginkgo Bioworks Holdings Inc."},"source_url":"https://www.fool.com/investing/2022/10/05/2-promising-growth-stocks-trading-under-10-a-share/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273181522","content_text":"Stocks trading at low prices are easily accessible to a wide pool of investors (i.e., no need to buy fractional shares), which can lead to more liquidity and a faster-moving stock. That can be both a blessing and a curse, however, depending on whether there's bearish or bullish news surrounding a business.One way to increase the odds of success with these low-priced stocks is to invest in companies with significant growth opportunities. Two stocks trading at less than $10 a share that growth investors will want to consider buying for the long haul are Ginkgo Bioworks and Palantir Technologies. Let's find out a bit more about these two growth stocks.1. Ginkgo BioworksGinkgo Bioworks is a cell programming company that ARK Invest CEO Cathie Wood is a fan of; it currently trades at just over $3 per share. What's promising about the business is that it has the potential to achieve growth in many different industries. In the food and agriculture industry, it projects that demand for engineered products could be worth at least $800 billion within the next two decades. And in healthcare, the potential could be north of $500 billion. There are also opportunities in consumer goods, materials and energy, and other industries.The company has partnered with cannabis producer Cronos Group to develop cultured cannabinoids that can be efficiently produced at scale while offering unique products for the cannabis industry. It has also partnered with healthcare giant Bayer on agricultural biological programs that can help boost crop yields for growers.Ginkgo's full of growth opportunities and is already generating strong results today. Through the first six months of 2022, its revenue of $313 million was more than three times the $87.7 million it reported in the prior-year period. For the full year, it anticipates between $425 million and $440 million in revenue, which, at the midpoint, would be a 38% increase from the $313.8 million it generated in 2021.Unfortunately, with losses totaling nearly $1.3 billion over the past two quarters, there's still a risk of significant dilution for investors. And that's likely a key reason its shares are down 62% through the first nine months of the year. Ginkgo is a high-risk, high-reward stock that could pay off, but investors will need a lot of patience as profitability may be many years away.2. Palantir TechnologiesPalantir is a data analytics company that provides value for both businesses and governments, the latter using it for defense and counterterrorism operations. Utilizing artificial intelligence and machine learning, the company's models can expedite the decision-making process by processing information \"on the fly\" to generate insights for its users. Its shares are trading at just over $8.The company's business has been generating impressive growth this year, with sales of $473 million for the second quarter (ended June 30), rising by 26% year over year. And for the full year, it expects sales to be around $1.9 billion -- just over 23% higher than the $1.5 billion that Palantir reported in 2021. A lot of the potential for the company's future growth is with commercial customers, as sales in that segment rose 46% in Q2 compared to just 13% revenue growth from government-related customers. The risk in the short term is that amid inflation and companies scaling back on large purchases, Palantir could face some challenges in growing its commercial business.Like Ginkgo, Palantir isn't a profitable company today. Its net loss in Q2 totaled $179.3 million. However, CEO Alex Karp said he anticipates that by 2025, Palantir's financials will improve sufficiently so that the business will be operating profitably.The no-nonsense CEO has always been focused on the long term, with an eye on delivering 30% annualized revenue growth. Although Palantir's growth rate has been slipping in recent quarters, the business still generates strong numbers. But that, unfortunately, hasn't been enough to keep investors around as Palantir's shares are trading down 55% year to date and are performing worse than the S&P 500, which is down by 23%.If Palantir can improve its bottom line in the years ahead, that will make the stock a much better buy. So if you're willing to trust in Karp's vision and wait until 2025 for the company to achieve its goals of being profitable and generating $4.5 billion in revenue, this could prove to be a solid buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029926283,"gmtCreate":1652716769942,"gmtModify":1676535147829,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9029926283","repostId":"1155754788","repostType":4,"repost":{"id":"1155754788","kind":"news","pubTimestamp":1652711922,"share":"https://ttm.financial/m/news/1155754788?lang=&edition=full_marsco","pubTime":"2022-05-16 22:38","market":"us","language":"en","title":"MCD Stock Alert: 11 Things to Know as McDonald’s Plans to Sell Russian Restaurants","url":"https://stock-news.laohu8.com/highlight/detail?id=1155754788","media":"InvestorPlace","summary":"McDonald’s(NYSE:MCD) stock is slipping on Monday after the fast-food chain announced plans to sell i","content":"<html><head></head><body><p><b>McDonald’s</b>(NYSE:<b><u>MCD</u></b>) stock is slipping on Monday after the fast-food chain announced plans to sell its Russian restaurants.</p><p>Let’s dive into everything investors need to know about the company’s plans to exit Russia.</p><ul><li>McDonald’s says that it’s looking to sell off its Russian business after over 30 years in the country.</li><li>This comes after the company closed down its Russian restaurants in March.</li><li>That was its reaction to Russia initiating war with Ukraine.</li><li>McDonald’s is seeking out a local buyer that can take over the business in the country.</li><li>It will also be acting to remove any symbols in the restaurants tying them back to the chain.</li><li>This will result in them no longer using the company’s name, logo, branding, or menu.</li><li>It’s also worth noting that it will keep paying employees until a sale is final.</li><li>In addition to that, MCD is seeking continued employment of those workers as part of the deal.</li><li>McDonald’s is also expecting to suffer a primarily non-cash charge of $1.2 billion to 1.4 billion as its write-off of business in Russia.</li><li>This also has it expecting an operating margin in the 40% range for 2022.</li><li>Its 2022 outlook also includes capital expenditures ranging from $2.1 to $2.3 billion.</li></ul><p>Chris Kempczinski, president and CEO of McDonald’s, said the following about the company leaving Russia.</p><blockquote>“However, we have a commitment to our global community and must remain steadfast in our values. And our commitment to our values means that we can no longer keep the Arches shining there.”</blockquote><p>MCD stock is down 1.3% as of Monday morning.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MCD Stock Alert: 11 Things to Know as McDonald’s Plans to Sell Russian Restaurants</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\">\nMCD Stock Alert: 11 Things to Know as McDonald’s Plans to Sell Russian Restaurants\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 22:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/mcd-stock-alert-11-things-to-know-as-mcdonalds-plans-to-sell-russian-restaurants/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>McDonald’s(NYSE:MCD) stock is slipping on Monday after the fast-food chain announced plans to sell its Russian restaurants.Let’s dive into everything investors need to know about the company’s plans ...</p>\n\n<a href=\"https://investorplace.com/2022/05/mcd-stock-alert-11-things-to-know-as-mcdonalds-plans-to-sell-russian-restaurants/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCD":"麦当劳"},"source_url":"https://investorplace.com/2022/05/mcd-stock-alert-11-things-to-know-as-mcdonalds-plans-to-sell-russian-restaurants/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155754788","content_text":"McDonald’s(NYSE:MCD) stock is slipping on Monday after the fast-food chain announced plans to sell its Russian restaurants.Let’s dive into everything investors need to know about the company’s plans to exit Russia.McDonald’s says that it’s looking to sell off its Russian business after over 30 years in the country.This comes after the company closed down its Russian restaurants in March.That was its reaction to Russia initiating war with Ukraine.McDonald’s is seeking out a local buyer that can take over the business in the country.It will also be acting to remove any symbols in the restaurants tying them back to the chain.This will result in them no longer using the company’s name, logo, branding, or menu.It’s also worth noting that it will keep paying employees until a sale is final.In addition to that, MCD is seeking continued employment of those workers as part of the deal.McDonald’s is also expecting to suffer a primarily non-cash charge of $1.2 billion to 1.4 billion as its write-off of business in Russia.This also has it expecting an operating margin in the 40% range for 2022.Its 2022 outlook also includes capital expenditures ranging from $2.1 to $2.3 billion.Chris Kempczinski, president and CEO of McDonald’s, said the following about the company leaving Russia.“However, we have a commitment to our global community and must remain steadfast in our values. And our commitment to our values means that we can no longer keep the Arches shining there.”MCD stock is down 1.3% as of Monday morning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819084010,"gmtCreate":1630022668130,"gmtModify":1676530201128,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/819084010","repostId":"2162847016","repostType":4,"repost":{"id":"2162847016","kind":"news","pubTimestamp":1630008724,"share":"https://ttm.financial/m/news/2162847016?lang=&edition=full_marsco","pubTime":"2021-08-27 04:12","market":"us","language":"en","title":"Wall Street loses ground, snapping rally on Afghanistan, Fed concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=2162847016","media":"Reuters","summary":"NEW YORK, Aug 26 (Reuters) - Wall Street closed lower on Thursday, ending a streak of all-time closi","content":"<p>NEW YORK, Aug 26 (Reuters) - Wall Street closed lower on Thursday, ending a streak of all-time closing highs on concerns over developments in Afghanistan, while fears of a potential shift in U.S. Federal Reserve policy prompted a broad but shallow sell-off the day before the Jackson Hole Symposium.</p>\n<p>All three major U.S. stock indexes ended the session in the red, with the S&amp;P and the Nasdaq notching their first down day in six.</p>\n<p>The sell-off firmed after hawkish commentary from Dallas Fed President Robert Kaplan and a blast outside the Kabul airport in Afghanistan helped strengthen the risk-off sentiment.</p>\n<p>Kaplan, who is not currently a voting member of the Federal Open Markets Committee, said he believes the progress of economic recovery warrants tapering of the Fed's asset purchases to commence in October or shortly thereafter.</p>\n<p>Kaplan's remarks followed earlier comments from the St. Louis Fed President James Bullard, who said that the central bank is \"coalescing\" around a plan to begin tapering process.</p>\n<p>\"(Kaplan’s statements) caused a little confusion about the taper timeline, but in my opinion the equity markets are focused on geopolitical issues,\" said Megan Horneman, director of portfolio strategy at Verdence Capital Advisors in Hunt Valley, Maryland. \"There’s a flight to safety during geopolitical tensions.\"</p>\n<p>\"I am surprised the market the market hasn’t fallen more, given the fear that it could take focus away from (U.S. President Joe Biden's) domestic agenda,\" Horneman added.</p>\n<p>The economy grew at a slightly faster pace than originally reported in the second quarter, fully recovering its losses from the most abrupt downturn in U.S. history, according to the Commerce Department. But jobless claims, though still on a downward trajectory, ticked higher last week.</p>\n<p>The data did little to move the needle with respect to expectations that the Fed is unlikely tip its hand regarding the taper timeline when Chairman Jerome Powell unmutes and delivers his speech at Friday's virtual Jackson Hole Symposium.</p>\n<p>\"We’re going to see a lot of market participants analyze every word (Powell) uses, but at the end of the day, they will begin tapering,\" Horneman said. \"I’m more concerned about the speed at which they taper. What are they going to start with? That will give us a clearer indication as whether they’re getting more hawkish.\"</p>\n<p>The Dow Jones Industrial Average fell 192.38 points, or 0.54%, to 35,213.12, the S&amp;P 500 lost 26.19 points, or 0.58%, to 4,470 and the Nasdaq Composite dropped 96.05 points, or 0.64%, to 14,945.81.</p>\n<p>Of the 11 major sectors in the S&amp;P 500, all but real estate ended the session lower, with energy stocks suffering the steepest percentage loss.</p>\n<p>Discount retailers Dollar General Corp and Dollar Tree Inc slid 3.8% and 12.1%, respectively, after warning higher transportation costs will hurt their bottom lines.</p>\n<p>Coty Inc jumped 14.7% after the cosmetics firm said it expects to post full-year sales growth for the first time in three years.</p>\n<p>Salesforce.com Inc hiked its earnings forecast as the shift to a hybrid work model is expected to fuel strong demand. Its shares advanced 2.7%.</p>\n<p>NetApp Inc jumped 4.7% as brokerages raised their price targets in the wake of the cloud computing firm's better-than-expected 2022 earnings outlook.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 2.99-to-1 ratio; on Nasdaq, a 1.83-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 31 new 52-week highs and two new lows; the Nasdaq Composite recorded 82 new highs and 39 new lows.</p>\n<p>Volume on U.S. exchanges was 8.27 billion shares, compared with the 8.96 billion average over the last 20 trading days. (Reporting by Stephen Culp; Additional reporting by Devik Jain in Bengaluru Editing by Marguerita Choy)</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street loses ground, snapping rally on Afghanistan, Fed concerns</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\">\nWall Street loses ground, snapping rally on Afghanistan, Fed concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 04:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-loses-201204459.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NEW YORK, Aug 26 (Reuters) - Wall Street closed lower on Thursday, ending a streak of all-time closing highs on concerns over developments in Afghanistan, while fears of a potential shift in U.S. ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-loses-201204459.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","COMP":"Compass, Inc.","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","OEX":"标普100",".SPX":"S&P 500 Index","SH":"标普500反向ETF","SDS":"两倍做空标普500ETF"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-loses-201204459.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2162847016","content_text":"NEW YORK, Aug 26 (Reuters) - Wall Street closed lower on Thursday, ending a streak of all-time closing highs on concerns over developments in Afghanistan, while fears of a potential shift in U.S. Federal Reserve policy prompted a broad but shallow sell-off the day before the Jackson Hole Symposium.\nAll three major U.S. stock indexes ended the session in the red, with the S&P and the Nasdaq notching their first down day in six.\nThe sell-off firmed after hawkish commentary from Dallas Fed President Robert Kaplan and a blast outside the Kabul airport in Afghanistan helped strengthen the risk-off sentiment.\nKaplan, who is not currently a voting member of the Federal Open Markets Committee, said he believes the progress of economic recovery warrants tapering of the Fed's asset purchases to commence in October or shortly thereafter.\nKaplan's remarks followed earlier comments from the St. Louis Fed President James Bullard, who said that the central bank is \"coalescing\" around a plan to begin tapering process.\n\"(Kaplan’s statements) caused a little confusion about the taper timeline, but in my opinion the equity markets are focused on geopolitical issues,\" said Megan Horneman, director of portfolio strategy at Verdence Capital Advisors in Hunt Valley, Maryland. \"There’s a flight to safety during geopolitical tensions.\"\n\"I am surprised the market the market hasn’t fallen more, given the fear that it could take focus away from (U.S. President Joe Biden's) domestic agenda,\" Horneman added.\nThe economy grew at a slightly faster pace than originally reported in the second quarter, fully recovering its losses from the most abrupt downturn in U.S. history, according to the Commerce Department. But jobless claims, though still on a downward trajectory, ticked higher last week.\nThe data did little to move the needle with respect to expectations that the Fed is unlikely tip its hand regarding the taper timeline when Chairman Jerome Powell unmutes and delivers his speech at Friday's virtual Jackson Hole Symposium.\n\"We’re going to see a lot of market participants analyze every word (Powell) uses, but at the end of the day, they will begin tapering,\" Horneman said. \"I’m more concerned about the speed at which they taper. What are they going to start with? That will give us a clearer indication as whether they’re getting more hawkish.\"\nThe Dow Jones Industrial Average fell 192.38 points, or 0.54%, to 35,213.12, the S&P 500 lost 26.19 points, or 0.58%, to 4,470 and the Nasdaq Composite dropped 96.05 points, or 0.64%, to 14,945.81.\nOf the 11 major sectors in the S&P 500, all but real estate ended the session lower, with energy stocks suffering the steepest percentage loss.\nDiscount retailers Dollar General Corp and Dollar Tree Inc slid 3.8% and 12.1%, respectively, after warning higher transportation costs will hurt their bottom lines.\nCoty Inc jumped 14.7% after the cosmetics firm said it expects to post full-year sales growth for the first time in three years.\nSalesforce.com Inc hiked its earnings forecast as the shift to a hybrid work model is expected to fuel strong demand. Its shares advanced 2.7%.\nNetApp Inc jumped 4.7% as brokerages raised their price targets in the wake of the cloud computing firm's better-than-expected 2022 earnings outlook.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.99-to-1 ratio; on Nasdaq, a 1.83-to-1 ratio favored decliners.\nThe S&P 500 posted 31 new 52-week highs and two new lows; the Nasdaq Composite recorded 82 new highs and 39 new lows.\nVolume on U.S. exchanges was 8.27 billion shares, compared with the 8.96 billion average over the last 20 trading days. (Reporting by Stephen Culp; Additional reporting by Devik Jain in Bengaluru Editing by Marguerita Choy)","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959316962,"gmtCreate":1672899817456,"gmtModify":1676538755761,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959316962","repostId":"1126441922","repostType":4,"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987373454,"gmtCreate":1667833761378,"gmtModify":1676537971515,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9987373454","repostId":"1195343945","repostType":4,"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985689325,"gmtCreate":1667372659167,"gmtModify":1676537907023,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985689325","repostId":"1179075819","repostType":4,"repost":{"id":"1179075819","kind":"news","pubTimestamp":1667367390,"share":"https://ttm.financial/m/news/1179075819?lang=&edition=full_marsco","pubTime":"2022-11-02 13:36","market":"us","language":"en","title":"The Fed’s Next Big Rate Hike Is Coming. Why Powell Won’t Say the End Is Near","url":"https://stock-news.laohu8.com/highlight/detail?id=1179075819","media":"Barron's","summary":"The Federal Reserve will fire its next salvo in the war against inflation on Wednesday afternoon. Th","content":"<html><head></head><body><p>The Federal Reserve will fire its next salvo in the war against inflation on Wednesday afternoon. That is likely to include an interest-rate increase of 0.75 percentage points and a hawkish tone from Chairman Jerome Powell at his post-meeting press conference. Markets won’t get their much-anticipated all-clear signal from the Fed.</p><p>Futures markets are overwhelmingly pricing in a fed-funds rate target range of 3.75% to 4.00% after this week’s meeting of the Federal Open Market Committee, which began on Tuesday. That would mean the sixth rate hike of 2022 and fourth-straight 0.75 percentage-point bump. The committee’s policy statement is out at 2 p.m. ET and Powell speaks at 2:30 p.m. ET.</p><p>There is reason to believe the Fed is much closer to the end of its hiking cycle than the beginning. Just don’t expect Powell to say as much.</p><p>“The Fed’s best hand is to hike [0.75 percentage point] and otherwise zip it,” writes Richard Farr, chief market strategist at Merion Capital Group.</p><p>Several indicators of economic activity have slowed over the past year, particularly in interest-rate sensitive areas of the economy such as housing. Economies abroad are in tougher shape. The labor market is a key holdout in the U.S.: The unemployment rate is at 3.5% and jobs and wages are still growing. The so-called wage-price spiral is helping to keep core inflation uncomfortably high, up 8.2% in the year through September.</p><p>Futures markets are pricing in the greatest odds of a peak, or terminal, rate of 5.00% to 5.25% sometime in the first half of 2023, then a decline by the end of next year. Investors and traders have been fixated lately on the prospects of a “Fed pivot,” or the moment when the central bank moves its stance from tightening to loosening policy, or at least pausing hikes and holding rates steady for some time.</p><p>All fall long, risk assets have rallied in unison on days when the collective mood leaned toward a closer pivot, and sold off on the reverse days. Part of the Fed’s dilemma is that monetary policy works with “long and variable lags,” in the words of Milton Friedman. That means that it will take time for higher interest rates to affect the real economy and damp inflation, and it might make sense to slow or stop rate hikes before inflation is anywhere near a comfortable level.</p><p>A sign that FOMC members see a looming end to rate hikes could come in the policy statement. Watch for an alternation or removal of the line from the prior statement that says the committee “anticipates that ongoing increases in the target range will be appropriate.”</p><p>“They are working hard to ensure that inflationary psychology is routed,” writes John Vail, chief global strategist at Nikko Asset Management. “Not just one negative data point, but a string of such over a period of months is required for a change in the Fed stance from its current data-dependent, but generally hawkish bias, to something a bit more neutral.”</p><p>Any indication of such a shift in Fed policy will be interpreted by the market as dovish, prompting rallies in stocks and bonds. A bond rally would push down yields and make financial conditions easier, working against the Fed’s tightening and inflation fight.</p><p>So, expect Powell to remain hawkish in his remarks on Wednesday, even if the chairman believes that a pivot or pause may soon be warranted.</p><p>“The problem is the moment he relinquishes this hawkish stance—the moment he utters anything remotely resembling a dovish word—is the moment financial conditions ease far more than what we’ve seen over the last few weeks,” writes RBC Capital Markets chief U.S. economist Tom Porcelli. “As much as we think this hiking cycle is virtually over and should be over, we just don’t see how there is any incentive for him to suggest as much right now given the financial conditions consideration.”</p><p>The opposite risk of over-tightening also exists. Inflation needs to come down, and it may cost a recession to get there. The longer the Fed keeps rates higher, the lower the return investors can expect from many asset classes.</p><p>Officials will get a look at two months of employment and Consumer Price Index readings before the FOMC next meets in December. Those could go a long way toward determining the details of the central bank’s next moves. For now, however, the message will remain “we still have work to do.”</p></body></html>","source":"lsy1610680873436","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 Fed’s Next Big Rate Hike Is Coming. Why Powell Won’t Say the End Is Near</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 Fed’s Next Big Rate Hike Is Coming. Why Powell Won’t Say the End Is Near\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 13:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/the-feds-next-big-rate-hike-is-coming-why-powell-wont-say-the-end-is-near-51667341692?mod=mw_latestnews><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve will fire its next salvo in the war against inflation on Wednesday afternoon. That is likely to include an interest-rate increase of 0.75 percentage points and a hawkish tone from ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/the-feds-next-big-rate-hike-is-coming-why-powell-wont-say-the-end-is-near-51667341692?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/articles/the-feds-next-big-rate-hike-is-coming-why-powell-wont-say-the-end-is-near-51667341692?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179075819","content_text":"The Federal Reserve will fire its next salvo in the war against inflation on Wednesday afternoon. That is likely to include an interest-rate increase of 0.75 percentage points and a hawkish tone from Chairman Jerome Powell at his post-meeting press conference. Markets won’t get their much-anticipated all-clear signal from the Fed.Futures markets are overwhelmingly pricing in a fed-funds rate target range of 3.75% to 4.00% after this week’s meeting of the Federal Open Market Committee, which began on Tuesday. That would mean the sixth rate hike of 2022 and fourth-straight 0.75 percentage-point bump. The committee’s policy statement is out at 2 p.m. ET and Powell speaks at 2:30 p.m. ET.There is reason to believe the Fed is much closer to the end of its hiking cycle than the beginning. Just don’t expect Powell to say as much.“The Fed’s best hand is to hike [0.75 percentage point] and otherwise zip it,” writes Richard Farr, chief market strategist at Merion Capital Group.Several indicators of economic activity have slowed over the past year, particularly in interest-rate sensitive areas of the economy such as housing. Economies abroad are in tougher shape. The labor market is a key holdout in the U.S.: The unemployment rate is at 3.5% and jobs and wages are still growing. The so-called wage-price spiral is helping to keep core inflation uncomfortably high, up 8.2% in the year through September.Futures markets are pricing in the greatest odds of a peak, or terminal, rate of 5.00% to 5.25% sometime in the first half of 2023, then a decline by the end of next year. Investors and traders have been fixated lately on the prospects of a “Fed pivot,” or the moment when the central bank moves its stance from tightening to loosening policy, or at least pausing hikes and holding rates steady for some time.All fall long, risk assets have rallied in unison on days when the collective mood leaned toward a closer pivot, and sold off on the reverse days. Part of the Fed’s dilemma is that monetary policy works with “long and variable lags,” in the words of Milton Friedman. That means that it will take time for higher interest rates to affect the real economy and damp inflation, and it might make sense to slow or stop rate hikes before inflation is anywhere near a comfortable level.A sign that FOMC members see a looming end to rate hikes could come in the policy statement. Watch for an alternation or removal of the line from the prior statement that says the committee “anticipates that ongoing increases in the target range will be appropriate.”“They are working hard to ensure that inflationary psychology is routed,” writes John Vail, chief global strategist at Nikko Asset Management. “Not just one negative data point, but a string of such over a period of months is required for a change in the Fed stance from its current data-dependent, but generally hawkish bias, to something a bit more neutral.”Any indication of such a shift in Fed policy will be interpreted by the market as dovish, prompting rallies in stocks and bonds. A bond rally would push down yields and make financial conditions easier, working against the Fed’s tightening and inflation fight.So, expect Powell to remain hawkish in his remarks on Wednesday, even if the chairman believes that a pivot or pause may soon be warranted.“The problem is the moment he relinquishes this hawkish stance—the moment he utters anything remotely resembling a dovish word—is the moment financial conditions ease far more than what we’ve seen over the last few weeks,” writes RBC Capital Markets chief U.S. economist Tom Porcelli. “As much as we think this hiking cycle is virtually over and should be over, we just don’t see how there is any incentive for him to suggest as much right now given the financial conditions consideration.”The opposite risk of over-tightening also exists. Inflation needs to come down, and it may cost a recession to get there. The longer the Fed keeps rates higher, the lower the return investors can expect from many asset classes.Officials will get a look at two months of employment and Consumer Price Index readings before the FOMC next meets in December. Those could go a long way toward determining the details of the central bank’s next moves. For now, however, the message will remain “we still have work to do.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027497589,"gmtCreate":1654062522041,"gmtModify":1676535387991,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9027497589","repostId":"2239912192","repostType":4,"repost":{"id":"2239912192","kind":"highlight","pubTimestamp":1654055198,"share":"https://ttm.financial/m/news/2239912192?lang=&edition=full_marsco","pubTime":"2022-06-01 11:46","market":"us","language":"en","title":"3 Stocks Wall Street Thinks Could Triple Your Money or Better","url":"https://stock-news.laohu8.com/highlight/detail?id=2239912192","media":"Motley Fool","summary":"Find out why the pros think these stocks could gain 200% or better.","content":"<html><head></head><body><p>This has been a rough year to be a growth stock investor. The <b><a href=\"https://laohu8.com/S/EEME\">iShares</a> S&amp;P 500 Growth</b> index has been beaten down by around 22% and many of its components have lost more than half their value in 2022.</p><p>When most people see trouble they tend to run first and ask questions later. On Wall Street, though, cool-headed analysts are still enthusiastic about some of the stocks they&#39;ve been assigned to watch.</p><p>Shares of <b>Lovesac</b>, <b>Invitae</b>, and <b>Amyris</b> have lost a lot of ground, but analysts up and down Wall Street expect them to recover in big ways. The average target on these stocks is more than triple their recent prices.</p><h2>Lovesac</h2><p>Lovesac shares have lost 49% of their value this year even though the underlying business is succeeding in measurable ways. This is why the investment bank analysts who follow the company pinned a consensus price target on the stock that suggests a 230% gain over the next 12 months.</p><p>This company may be named after the giant beanbag chairs it sells, but most of its revenue these days comes from sales of modular sectional sofas called Sactionals. Seats, sides, and backs are interchangeable so a customer&#39;s first loveseat can expand to accommodate growing needs. With hundreds of replaceable upholstery options, families can even change their appearance to match a new home or remodel.</p><p>Demand for premium seating hit a fever pitch amid the most stringent COVID-related lockdowns. Fear of declining sales now that Americans are spending less time at home has been pushing the stock down, even though sales growth is still incredibly strong. During Lovesac&#39;s fiscal fourth quarter ended Jan. 30, 2022, sales jumped 51% year over year to $196 million.</p><p>Furniture&#39;s generally a low-margin business, but not the way Lovesac does it. A Sactional large enough to be called a sofa costs a few thousand dollars, so a lot of that revenue reaches the bottom line. Net income during fiscal 2022 more than tripled year over year to reach $45.9 million. As Lovesac&#39;s customers keep coming back to upgrade their Sactionals and replace worn-out upholstery, investors can look forward to steady earnings growth for many years to come.</p><h2>Invitae</h2><p>Shares of Invitae are down a stunning 74% this year, but Wall Street analysts think it can rebound. The consensus price target for this diagnostics industry stock represents a 283% premium over its price now.</p><p>Invitae is a highly innovative diagnostics provider that wants to bring comprehensive genetic information into mainstream medical practice. Business boomed last year, driving total revenue 65% higher to $460.4 million. In 2022, growth has decelerated with total first-quarter revenue that rose 19.4% year over year to $123.7 million.</p><p>Despite a slightly dampened first quarter, management told investors to expect around $640 million in top-line revenue this year. This would be 40% more than the company reported in 2021.</p><p>The science of medical genetics is advancing rapidly, but access to personal genetic information is still in its infancy. As Invitae&#39;s database grows, the insights its tests provide become more valuable. After billing over a million tests last year, this company&#39;s competitive edge has grown significantly.</p><h2>Amyris</h2><p>Shares of this synthetic biology business are down by about 55% this year, but Wall Street expects a major recovery. The average price target on this stock suggests a 340% gain could be up ahead.</p><p>Amyris engineers develop microorganisms that consume renewable feedstocks like sugarcane and excrete high-value ingredients such as squalane. High-end moisturizers use squalane derived from the livers of millions of sharks that would like to keep their internal organs where they belong. By fermenting squalane in stainless steel tanks, Amyris can produce buckets of the stuff with minimal environmental impact.</p><p>Amyris&#39; synthetic biology peers intend to make money by engineering new microorganisms and selling their excretions to third parties. These days, most of Amyris&#39; revenue comes from sales of its own increasingly popular beauty and wellness brands. Led by Biossance and JVN Hair, first-quarter consumer sales rose 121% year over year to $34.6 million.</p><p>This stock has been under a lot of pressure because it&#39;s currently losing money. Amyris finished March with $288 million in cash after burning through $110 million in the first quarter. However, investors can look forward to improving cash flows in the second half of the year. The company&#39;s new, wholly owned manufacturing facility just began production in April. This doesn&#39;t guarantee big profits ahead, but it sure gives the company a pretty good chance to start reporting positive cash flows soon.</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>3 Stocks Wall Street Thinks Could Triple Your Money or Better</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks Wall Street Thinks Could Triple Your Money or Better\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-01 11:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/31/3-stocks-wall-street-thinks-could-triple-your-mone/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has been a rough year to be a growth stock investor. The iShares S&P 500 Growth index has been beaten down by around 22% and many of its components have lost more than half their value in 2022....</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/31/3-stocks-wall-street-thinks-could-triple-your-mone/\">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/2022/05/31/3-stocks-wall-street-thinks-could-triple-your-mone/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239912192","content_text":"This has been a rough year to be a growth stock investor. The iShares S&P 500 Growth index has been beaten down by around 22% and many of its components have lost more than half their value in 2022.When most people see trouble they tend to run first and ask questions later. On Wall Street, though, cool-headed analysts are still enthusiastic about some of the stocks they've been assigned to watch.Shares of Lovesac, Invitae, and Amyris have lost a lot of ground, but analysts up and down Wall Street expect them to recover in big ways. The average target on these stocks is more than triple their recent prices.LovesacLovesac shares have lost 49% of their value this year even though the underlying business is succeeding in measurable ways. This is why the investment bank analysts who follow the company pinned a consensus price target on the stock that suggests a 230% gain over the next 12 months.This company may be named after the giant beanbag chairs it sells, but most of its revenue these days comes from sales of modular sectional sofas called Sactionals. Seats, sides, and backs are interchangeable so a customer's first loveseat can expand to accommodate growing needs. With hundreds of replaceable upholstery options, families can even change their appearance to match a new home or remodel.Demand for premium seating hit a fever pitch amid the most stringent COVID-related lockdowns. Fear of declining sales now that Americans are spending less time at home has been pushing the stock down, even though sales growth is still incredibly strong. During Lovesac's fiscal fourth quarter ended Jan. 30, 2022, sales jumped 51% year over year to $196 million.Furniture's generally a low-margin business, but not the way Lovesac does it. A Sactional large enough to be called a sofa costs a few thousand dollars, so a lot of that revenue reaches the bottom line. Net income during fiscal 2022 more than tripled year over year to reach $45.9 million. As Lovesac's customers keep coming back to upgrade their Sactionals and replace worn-out upholstery, investors can look forward to steady earnings growth for many years to come.InvitaeShares of Invitae are down a stunning 74% this year, but Wall Street analysts think it can rebound. The consensus price target for this diagnostics industry stock represents a 283% premium over its price now.Invitae is a highly innovative diagnostics provider that wants to bring comprehensive genetic information into mainstream medical practice. Business boomed last year, driving total revenue 65% higher to $460.4 million. In 2022, growth has decelerated with total first-quarter revenue that rose 19.4% year over year to $123.7 million.Despite a slightly dampened first quarter, management told investors to expect around $640 million in top-line revenue this year. This would be 40% more than the company reported in 2021.The science of medical genetics is advancing rapidly, but access to personal genetic information is still in its infancy. As Invitae's database grows, the insights its tests provide become more valuable. After billing over a million tests last year, this company's competitive edge has grown significantly.AmyrisShares of this synthetic biology business are down by about 55% this year, but Wall Street expects a major recovery. The average price target on this stock suggests a 340% gain could be up ahead.Amyris engineers develop microorganisms that consume renewable feedstocks like sugarcane and excrete high-value ingredients such as squalane. High-end moisturizers use squalane derived from the livers of millions of sharks that would like to keep their internal organs where they belong. By fermenting squalane in stainless steel tanks, Amyris can produce buckets of the stuff with minimal environmental impact.Amyris' synthetic biology peers intend to make money by engineering new microorganisms and selling their excretions to third parties. These days, most of Amyris' revenue comes from sales of its own increasingly popular beauty and wellness brands. Led by Biossance and JVN Hair, first-quarter consumer sales rose 121% year over year to $34.6 million.This stock has been under a lot of pressure because it's currently losing money. Amyris finished March with $288 million in cash after burning through $110 million in the first quarter. However, investors can look forward to improving cash flows in the second half of the year. The company's new, wholly owned manufacturing facility just began production in April. This doesn't guarantee big profits ahead, but it sure gives the company a pretty good chance to start reporting positive cash flows soon.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835769771,"gmtCreate":1629755982893,"gmtModify":1676530118770,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/835769771","repostId":"2161747692","repostType":4,"repost":{"id":"2161747692","kind":"news","pubTimestamp":1629673828,"share":"https://ttm.financial/m/news/2161747692?lang=&edition=full_marsco","pubTime":"2021-08-23 07:10","market":"us","language":"en","title":"Fed's Jackson Hole Symposium, personal income and spending: What to know this week","url":"https://stock-news.laohu8.com/highlight/detail?id=2161747692","media":"Yahoo Finance","summary":"Traders this week are poised to focus closely on Federal Reserve policymakers' virtual appearance at","content":"<p>Traders this week are poised to focus closely on Federal Reserve policymakers' virtual appearance at the bank's annual Jackson Hole Economic Policy Symposium.</p>\n<p>The event, which takes place from Thursday to Saturday this week, is set to serve as a forum for more discussions around Fed policymakers' plans to announce and implement a shift in the central bank's monetary policy stance. Namely, investors have been closely watching for months to hear when officials will begin tapering their purchases of Treasury and mortgage securities, which have been taking place at a pace of $120 billion per month for more than a year during the pandemic.</p>\n<p>This asset purchase program had been a major policy underpinning U.S. equity markets this year, providing liquidity throughout the economic crisis induced by the virus. But as the economy makes headway in recovering, Fed officials' talk around pulling in the reins on this program has started to increase.</p>\n<p>Last week, Federal Reserve officials signaled the announcement of the start of tapering was edging closer. According to the meeting minutes from the Federal Reserve's July meeting, most monetary policymakers believed the economy will have made enough progress toward recovering to warrant tapering.</p>\n<p>\"Most participants noted that, provided that the economy were to evolve broadly as they anticipated, they judged that it could be appropriate to start reducing the pace of asset purchases this year because they saw the Committee’s 'substantial further progress' criterion as satisfied with respect to the price-stability goal and as close to being satisfied with respect to the maximum employment goal,\" according to the FOMC minutes.</p>\n<p>But as many pundits have noted, the central bank still has a host of meetings left in 2021 to serve as a platform for further discussing or announcing tapering. As a result, Jackson Hole this week may cause few ripples, with policymakers like Federal Reserve Chair Jerome Powell sticking to their previously telegraphed language about waiting to see further improvements in the labor market before escalating talk of tapering further.</p>\n<p>\"Jackson Hole next week is certainly a target for when we might hear some actual firm language around taper. I'm not really expecting much out of Jackson Hole,\" Garrett Melson, Natixis Investment Managers Solutions portfolio strategist, told Yahoo Finance last week. \"We're more in the camp that we probably start to hear something around the November meeting. Perhaps they're as quick as December to start actually implementing the taper. But I'm still more in the camp that January is probably when we begin to see a slow taper, probably in the ballpark of $15 billion per month.\"</p>\n<p>\"They're still very, very dovish. They're slightly less dovish,\" he added. \"But that's a little semantics at this point. Taper is very well documented and well known. We know it's coming. It's just a matter of timing and really shouldn't surprise many investors out there.\"</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffd135dd0d8cdc399e0982d54e39f5bd\" tg-width=\"6000\" tg-height=\"4000\" width=\"100%\" height=\"auto\"><span>Federal Reserve Board Chair Jerome Powell testifies before Senate Banking, Housing, and Urban Affairs hearing to examine the Semiannual Monetary Policy Report to Congress, July 15, 2021, on Capitol Hill. (AP Photo/Jose Luis Magana, file)ASSOCIATED PRESS</span></p>\n<p>As for the ultimate market impact of tapering, if the outcome is anything like the response from the last announcement of tapering in 2023, investors might brace for a momentary bout of volatility and some sector rotation beneath the surface.</p>\n<p>\"In 2013, Fed Chair Bernanke's comments about tapering catalyzed a five-day, 40 bp backup in 10-year yields and a 5% drop in the S&amp;P 500,\" said David Kostin, Goldman Sachs' chief U.S. equity strategist, in a note last week. \"The initial signal from the taper tantrum ultimately proved fleeting during a year with extremely strong returns for equities.\"</p>\n<p>\"The S&amp;P 500 rebounded 5% in the roughly two months following the tantrum, led higher by the materials, consumer discretionary, and health care sectors,\" he added. \"By December, the S&amp;P 500 had posted a full-year return of 32%. As the Fed reiterated its commitment to accommodative policy, growth outperformed value and cyclical stocks outperformed defensives.\"</p>\n<h2>Personal spending, income</h2>\n<p>New economic data on consumer spending and income will also be in focus later this week, with reports on both metrics due for release on Friday.</p>\n<p>Consensus economists expect to see personal spending slow to just a 0.4% monthly clip in July, decelerating from June's 1.0% increase.</p>\n<p>Just last week, the Commerce Department's data showed retail sales fell more than expected in July, dipping by 1.1%. The print pointed to more moderation in spending as the impact of stimulus checks earlier this year waned further, and lowered the bar for the Bureau of Economic Analysis' monthly personal spending data.</p>\n<p>Other data has also underscored the slowdown in consumer spending, especially given the recent spread of the Delta variant starting in the middle of summer.</p>\n<p>\"Although services spending started strong in July boosted by the holiday, our aggregated BAC credit and debit card data suggest services spending, particularly for travel and leisure, slowed down noticeably in the second half of the month, potentially due to rising Delta concerns,\" Bank of America economist Michelle Meyer wrote in a note Friday.</p>\n<p>Friday's consumer spending report will also come with data on personal income, which is also expected to have ticked up only slightly on a monthly basis. Economists look for a 0.1% increase in July, which would match the pace from the prior month.</p>\n<p>Even with the deceleration in income, however, the personal savings rate may have increased as an early round of child tax credit payments helped offset a slowing pace of income growth, some economists noted.</p>\n<p>\"The advance child tax credit payments delivered this month translated into a lower tax burden and therefore a 1% month-over-month boost to disposable income, consequently leading to a rise in the savings rate to 10.0% from 9.4% in June,\" Meyer predicted.</p>\n<h2>Economic calendar</h2>\n<ul>\n <li><p><b>Monday: </b>Chicago Fed National Activity Index, July (0.09 in June); <a href=\"https://laohu8.com/S/MRKT\">Markit</a> U.S. Manufacturing PMI, August preliminary (62.8 expected, 63.4 in July); Markit U.S. Services PMI, August preliminary (59.0 expected, 59.9 in July); Markit U.S. Composite PMI, August preliminary (59.9 in July); Existing home sales, month-on-month, July (-0.3% expected, 1.4% in June)</p></li>\n <li><p><b>Tuesday: </b>Richmond Fed Manufacturing Index, August (25 expected, 27 in July); New home sales, month-on-month, July (3.6% expected, -6.6% in June)</p></li>\n <li><p><b>Wednesday: </b>MBA Mortgage Applications, week ended August 20 (-3.9% during prior week); Durable goods orders, July preliminary (-0.2% expected, 0.9% in June); Non-defense capital goods orders excluding aircraft, July preliminary (0.5% expected, 0.7% in June); Non-defense capital goods shipments excluding aircraft, July preliminary (0.6% in June)</p></li>\n <li><p><b>Thursday: </b>Initial jobless claims, week ended August 21 (352,000 expected, 348,000 during prior week); Continuing claims, week ended August 14 (2.780 million expected, 2.820 million during prior week); GDP annualized quarter-over-quarter, Q2 second estimate (6.6% expected, 6.5% in prior print); Personal consumption, Q2 second estimate (12.3% expected, 11.8% in prior print); Core PCE quarter-over-quarter Q2 second estimate (6.1% expected, 6.1% in prior print); Kansas City Fed Manufacturing Activity Index, August (30 in prior print)</p></li>\n <li><p><b>Friday: </b>Advanced goods trade balance, July (-$90.9 billion expected, -$91.2 billion in June); Wholesale inventories, month-over-month, July preliminary (1.0% expected, 1.1% in June); Personal income, July (0.2% expected, 0.1% in June); Personal spending, July (0.4% expected, 1.0% in June); PCE core deflator, month-on-month, July (0.3% expected, 0.4% in June); PCE core deflator, year-on-year, July (3.6% expected, 3.5% in June); University of Michigan Sentiment, August final (71.0 expected, 70.2 in prior print)</p></li>\n</ul>\n<h2>Earnings calendar</h2>\n<ul>\n <li><p><b>Monday: </b><i>No notable reports scheduled for release</i></p></li>\n <li><p><b>Tuesday: </b>Advance Auto Parts (AAP) before market open; Intuit (INTU) after market close</p></li>\n <li><p><b>Wednesday: </b>Best Buy (BBY) before market open; <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> (CRM), Autodesk (ADSK), Ulta Beauty (ULTA) after market close</p></li>\n <li><p><b>Thursday: </b>The JM Smucker Co. (SJM), Dollar General (DG), Dollar Tree (DLTR) before market open; The Gap (GPS), HP Inc. (HPQ) after market close</p></li>\n <li><p><b>Friday: </b><i>No notable reports scheduled for release </i></p></li>\n</ul>","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>Fed's Jackson Hole Symposium, personal income and spending: What to know this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed's Jackson Hole Symposium, personal income and spending: What to know this week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 07:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fed-heads-to-jackson-hole-personal-income-and-spending-what-to-know-this-week-150228513.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders this week are poised to focus closely on Federal Reserve policymakers' virtual appearance at the bank's annual Jackson Hole Economic Policy Symposium.\nThe event, which takes place from ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fed-heads-to-jackson-hole-personal-income-and-spending-what-to-know-this-week-150228513.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","BBY":"百思买","XRT":"零售指数ETF-SPDR标普",".SPX":"S&P 500 Index","TGT":"塔吉特","SPY.AU":"SPDR® S&P 500® ETF Trust"},"source_url":"https://finance.yahoo.com/news/fed-heads-to-jackson-hole-personal-income-and-spending-what-to-know-this-week-150228513.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2161747692","content_text":"Traders this week are poised to focus closely on Federal Reserve policymakers' virtual appearance at the bank's annual Jackson Hole Economic Policy Symposium.\nThe event, which takes place from Thursday to Saturday this week, is set to serve as a forum for more discussions around Fed policymakers' plans to announce and implement a shift in the central bank's monetary policy stance. Namely, investors have been closely watching for months to hear when officials will begin tapering their purchases of Treasury and mortgage securities, which have been taking place at a pace of $120 billion per month for more than a year during the pandemic.\nThis asset purchase program had been a major policy underpinning U.S. equity markets this year, providing liquidity throughout the economic crisis induced by the virus. But as the economy makes headway in recovering, Fed officials' talk around pulling in the reins on this program has started to increase.\nLast week, Federal Reserve officials signaled the announcement of the start of tapering was edging closer. According to the meeting minutes from the Federal Reserve's July meeting, most monetary policymakers believed the economy will have made enough progress toward recovering to warrant tapering.\n\"Most participants noted that, provided that the economy were to evolve broadly as they anticipated, they judged that it could be appropriate to start reducing the pace of asset purchases this year because they saw the Committee’s 'substantial further progress' criterion as satisfied with respect to the price-stability goal and as close to being satisfied with respect to the maximum employment goal,\" according to the FOMC minutes.\nBut as many pundits have noted, the central bank still has a host of meetings left in 2021 to serve as a platform for further discussing or announcing tapering. As a result, Jackson Hole this week may cause few ripples, with policymakers like Federal Reserve Chair Jerome Powell sticking to their previously telegraphed language about waiting to see further improvements in the labor market before escalating talk of tapering further.\n\"Jackson Hole next week is certainly a target for when we might hear some actual firm language around taper. I'm not really expecting much out of Jackson Hole,\" Garrett Melson, Natixis Investment Managers Solutions portfolio strategist, told Yahoo Finance last week. \"We're more in the camp that we probably start to hear something around the November meeting. Perhaps they're as quick as December to start actually implementing the taper. But I'm still more in the camp that January is probably when we begin to see a slow taper, probably in the ballpark of $15 billion per month.\"\n\"They're still very, very dovish. They're slightly less dovish,\" he added. \"But that's a little semantics at this point. Taper is very well documented and well known. We know it's coming. It's just a matter of timing and really shouldn't surprise many investors out there.\"\nFederal Reserve Board Chair Jerome Powell testifies before Senate Banking, Housing, and Urban Affairs hearing to examine the Semiannual Monetary Policy Report to Congress, July 15, 2021, on Capitol Hill. (AP Photo/Jose Luis Magana, file)ASSOCIATED PRESS\nAs for the ultimate market impact of tapering, if the outcome is anything like the response from the last announcement of tapering in 2023, investors might brace for a momentary bout of volatility and some sector rotation beneath the surface.\n\"In 2013, Fed Chair Bernanke's comments about tapering catalyzed a five-day, 40 bp backup in 10-year yields and a 5% drop in the S&P 500,\" said David Kostin, Goldman Sachs' chief U.S. equity strategist, in a note last week. \"The initial signal from the taper tantrum ultimately proved fleeting during a year with extremely strong returns for equities.\"\n\"The S&P 500 rebounded 5% in the roughly two months following the tantrum, led higher by the materials, consumer discretionary, and health care sectors,\" he added. \"By December, the S&P 500 had posted a full-year return of 32%. As the Fed reiterated its commitment to accommodative policy, growth outperformed value and cyclical stocks outperformed defensives.\"\nPersonal spending, income\nNew economic data on consumer spending and income will also be in focus later this week, with reports on both metrics due for release on Friday.\nConsensus economists expect to see personal spending slow to just a 0.4% monthly clip in July, decelerating from June's 1.0% increase.\nJust last week, the Commerce Department's data showed retail sales fell more than expected in July, dipping by 1.1%. The print pointed to more moderation in spending as the impact of stimulus checks earlier this year waned further, and lowered the bar for the Bureau of Economic Analysis' monthly personal spending data.\nOther data has also underscored the slowdown in consumer spending, especially given the recent spread of the Delta variant starting in the middle of summer.\n\"Although services spending started strong in July boosted by the holiday, our aggregated BAC credit and debit card data suggest services spending, particularly for travel and leisure, slowed down noticeably in the second half of the month, potentially due to rising Delta concerns,\" Bank of America economist Michelle Meyer wrote in a note Friday.\nFriday's consumer spending report will also come with data on personal income, which is also expected to have ticked up only slightly on a monthly basis. Economists look for a 0.1% increase in July, which would match the pace from the prior month.\nEven with the deceleration in income, however, the personal savings rate may have increased as an early round of child tax credit payments helped offset a slowing pace of income growth, some economists noted.\n\"The advance child tax credit payments delivered this month translated into a lower tax burden and therefore a 1% month-over-month boost to disposable income, consequently leading to a rise in the savings rate to 10.0% from 9.4% in June,\" Meyer predicted.\nEconomic calendar\n\nMonday: Chicago Fed National Activity Index, July (0.09 in June); Markit U.S. Manufacturing PMI, August preliminary (62.8 expected, 63.4 in July); Markit U.S. Services PMI, August preliminary (59.0 expected, 59.9 in July); Markit U.S. Composite PMI, August preliminary (59.9 in July); Existing home sales, month-on-month, July (-0.3% expected, 1.4% in June)\nTuesday: Richmond Fed Manufacturing Index, August (25 expected, 27 in July); New home sales, month-on-month, July (3.6% expected, -6.6% in June)\nWednesday: MBA Mortgage Applications, week ended August 20 (-3.9% during prior week); Durable goods orders, July preliminary (-0.2% expected, 0.9% in June); Non-defense capital goods orders excluding aircraft, July preliminary (0.5% expected, 0.7% in June); Non-defense capital goods shipments excluding aircraft, July preliminary (0.6% in June)\nThursday: Initial jobless claims, week ended August 21 (352,000 expected, 348,000 during prior week); Continuing claims, week ended August 14 (2.780 million expected, 2.820 million during prior week); GDP annualized quarter-over-quarter, Q2 second estimate (6.6% expected, 6.5% in prior print); Personal consumption, Q2 second estimate (12.3% expected, 11.8% in prior print); Core PCE quarter-over-quarter Q2 second estimate (6.1% expected, 6.1% in prior print); Kansas City Fed Manufacturing Activity Index, August (30 in prior print)\nFriday: Advanced goods trade balance, July (-$90.9 billion expected, -$91.2 billion in June); Wholesale inventories, month-over-month, July preliminary (1.0% expected, 1.1% in June); Personal income, July (0.2% expected, 0.1% in June); Personal spending, July (0.4% expected, 1.0% in June); PCE core deflator, month-on-month, July (0.3% expected, 0.4% in June); PCE core deflator, year-on-year, July (3.6% expected, 3.5% in June); University of Michigan Sentiment, August final (71.0 expected, 70.2 in prior print)\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: Advance Auto Parts (AAP) before market open; Intuit (INTU) after market close\nWednesday: Best Buy (BBY) before market open; Salesforce (CRM), Autodesk (ADSK), Ulta Beauty (ULTA) after market close\nThursday: The JM Smucker Co. (SJM), Dollar General (DG), Dollar Tree (DLTR) before market open; The Gap (GPS), HP Inc. (HPQ) after market close\nFriday: No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801819658,"gmtCreate":1627506599574,"gmtModify":1703491161648,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/801819658","repostId":"1179923360","repostType":4,"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171044415,"gmtCreate":1626699541637,"gmtModify":1703763549890,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/171044415","repostId":"1135910714","repostType":4,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124094190,"gmtCreate":1624703803610,"gmtModify":1703843911651,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Like and comment thanks&nbsp;","listText":"Like and comment thanks&nbsp;","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/124094190","repostId":"1108941456","repostType":4,"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968314148,"gmtCreate":1669128189884,"gmtModify":1676538156034,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Pk","listText":"Pk","text":"Pk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968314148","repostId":"2285386886","repostType":4,"repost":{"id":"2285386886","kind":"news","pubTimestamp":1669104486,"share":"https://ttm.financial/m/news/2285386886?lang=&edition=full_marsco","pubTime":"2022-11-22 16:08","market":"us","language":"en","title":"Apple And Taiwan Semiconductor: Let's Ask Buffett","url":"https://stock-news.laohu8.com/highlight/detail?id=2285386886","media":"Seeking Alpha","summary":"SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his","content":"<html><head></head><body><h2>Summary</h2><ul><li>As a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.</li><li>But from time to time, some of his choices still come as a surprise and his recent position in Taiwan Semiconductor is a notable example.</li><li>The choice is even more puzzling when viewed under the context of his largest holding, Apple.</li><li>There are certainly positives with Taiwan Semiconductor, that is, even when compared to Apple.</li><li>However, I see these positives easily overshadowed by the developing tension between them, which produces mutual but asymmetric damage.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/511f126f81b7dac4ef1687fe1d622bbe\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"/><span>Jamie McCarthy</span></p><h2>The investment thesis</h2><p>As a long-time Buffett cultist, I feel comfortable saying that I understand most of his investment choices. But occasionally, the grandmaster still manages to make a move that surprises me such as his recent position in TaiwanSemiconductor (NYSE:TSM). To wit, the recent 13F disclosure showed that Buffett opened a sizable position in TSM for the Berkshire Hathaway (BRK.A) (BRK.B) equity portfolio. As you can see from the following chart, his BRK portfolio now holds more than 60.06M shares of TSM with a total worth of over $4.11B. The TSM position is currently the 10thlargest position in the BRK portfolio.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79878ff126c58641fbbd5a5aa3c0b334\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Source: Dataroma.com</span></p><p>The surprise comes in several ways. And the more obvious ways (like Buffett’s allergy to tech businesses) have already been discussed by several other SA authors and I won’t further add to it anymore. Here, I want to explore an angle that is less discussed so far. I want to explain why it feels more puzzling to me, that is besides the fact that Buffett added another tech name to his BRK portfolio, when the TSM position is viewed under the context of his largest holding, Apple (NASDAQ:AAPL). There are certainly positives with TSM, that is, even when compared to AAPL. As we will detail in the next section, it is a high-quality stock in its own right. It boasts a large technological lead in its space and an R&amp;D yield that is even better than AAPL.</p><p>However, I see these positives easily overshadowed by the developing tension between them and also the ongoing deglobalization mega-trend. According to a recentnews report, TSM’s scheduled price raises in 2023 were rejected by AAPL, by far its largest customer. AAPL currently outsources almost all of its processor manufacturing to factories in Taiwan. However, with the U.S. strategic initiatives to push to develop domestic semiconductor foundry capabilities, AAPL (and other U.S. chip players such Advanced Micro Devices (AMD) and NVIDIA (NVDA) too) would be very likely to diversify its chip manufacturing away from TSM. And the damage will be mutual but asymmetric. It is easier for AAPL to find other foundry services to manufacture its chips, and a lot harder for TSM to find such large clients as AAPL.</p><p>The full impact of such tension and diversification will take time to fully manifest. And TSM’s role as the dominating high-end chipmaker in the world won’t change in the near term. But I see these recent events (such as AAPL’s rejection of the price raises and the recent passing of the CHIPS act) as the turning point. Taking a broader view, I see these events as a logical step, or even an inevitable step, in the deglobalization process – a mega force that has been unfolding for over 10 years as shown in the chart below. The chart illustrates how globalization, measured as the percentage of total exports out of global GDP, has been in decline since its peak in 2008. The percentage has declined from 61% in 2008 to the to 51.6% in 2020. And since 2020, the China-U.S. trade tension, the COVID, and the Russian/Ukraine war have further quickened its pace.</p><p>In the remainder of this article, I will further analyze the details of these above considerations in more detail.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df9d37af226f63d9047697f699ffa010\" tg-width=\"640\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/><span>Source: The World Bank</span></p><h2>TSM’s valuation advantage</h2><p>First, as mentioned above, there are definitely many positives with TSM even when compared to AAPL. And valuation is an obvious place to start with. As a global leader in the foundry space, it is for sale at a fraction of the overall market and AAPL’s valuation as seen in the chart below.</p><p>To cite a few examples, TSM’s FY1 PE of 12.8x is almost only 1/2 of AAPL’s 24.2x. Its TTM PE of 13.08x is also about only 1/2 of AAPL’s 24.2x. Considering that these stocks have different leverages and enterprise values (“EV”), let&#39;s compare their multiples with leverages adjusted too. As you can see, TSM’s discount is even more dramatic in terms of EV/EBITDA multiples. TSM’s FW EV/EBITDA ratio sits at 7.64x only, less than ½ of AAPL’s 18.18x.</p><p>Yes, as you will see in the next section, TSM is a high-quality stock in its own right. It boasts a large technological lead in its space, further bolstered by its consistent R&amp;D investments and also superb R&amp;D yield that even surpasses AAPL.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd9101b641f06753dca5fee60c5e18ff\" tg-width=\"640\" tg-height=\"496\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>TSM’s more consistent and aggressive R&amp;D</h2><p>As detailed in our earlier articles:</p><blockquote><i>We do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D PROCESS. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&amp;D expenditures, and B) has demonstrated a consistent R&amp;D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).</i></blockquote><p>And both TSM and AAPL can sustainably fund their new R&amp;D efforts with no problem in the long term, as illustrated in the next chart. It shows their R&amp;D expenses over the past 10 years as a percentage of their total sales. A few key observations:</p><ul><li>TSM has been investing very consistently in R&amp;D efforts, on average about 8.0% of its total sales.</li><li>AAPL&#39;s R&amp;D expenses have been climbing since Tim Cook took over the company from Jobs. Jobs believed that innovation is not about money and it &#34;has nothing to do with how much R&amp;D money” a business put in. Then Cook gradually increased the R&amp;D investments to the current level of around 6.1% since 2018.</li><li>So even at AAPL’s current R&amp;D level, TSM is still outspending AAPL by about 200 basis points. And also note TSM’s consistency: the R&amp;D expenses only fluctuated in a very narrow range over the past 10 years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68ba62925d409c0646d95b62223ef4b9\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/><span>Source: Author</span></p><p>More impressively, TSM’s yield on the R&amp;D investment is also superior to AAPL, which is already at a remarkable level by itself as shown in the next chart. The chart used Buffett’s $1 test on R&amp;D expenses. More specifically, the chart quantifies the R&amp;D yield by taking the ratio between profit and R&amp;D expenditures. Thus, the results show how many dollars of profit are generated per $1 of R&amp;D expenses. In particular, in this chart, my analysis used the operating cash flow (“OPC”) as the profit and also took a 3-year moving average on the OPC to approximate a 3-year R&amp;D cycle. And the key observations are:</p><ul><li>The R&amp;D yield is also consistent for TSM, with an average of $6.75 since 2014.</li><li>AAPL’s picture is a bit more colorful. Its R&amp;D yield has been astronomical ($10+ in 2013 and $8+ in 2014 and 2015) thanks to its almost monopoly status in key market segments in those days. Its R&amp;D yield has gradually declined to around ~$4.0 in recent years. And its long-term average was about $5.3.</li><li>To provide a broader view, the FAAMG group features an average R&amp;D yield of ~$2.5 in recent years.</li><li>Thus, both AAPL and TSM boast superb R&amp;D yields even when compared to the overachievers in the FAAMG pack, and TSM’s yield is even higher than AAPL by a large gap.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e8c1b1427c0babf39d38ec60269d28\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Both enjoy high ROCE too, but AAPL is in its own category</h2><p>To me, ROCE (return on capital employed) is the most fundamental profitability metric as detailed in my blog article (with differences compared to ROE and Q&amp;A on the most frequently received questions from our readers). One key reason for its fundamental importance is that the long-term growth rate is governed by ROCE and reinvestment rate (“RR”) in the following simple way:</p><p>Long-Term Growth Rate = ROCE * RR</p><p>The ROCE of TSM and AAPL are shown below for the past 10 years. As you can see, TSM has been maintaining a high ROCE with remarkable consistency here. Its average ROCE has been about 42%. And I cannot overemphasize the consistency – which is a strong indicator of its stable moat. However, AAPL certainly has the upper hand here. Its ROCE is simply a category of its own. It has been hovering around an average of 125% since 2018 after its “declines” from an astronomical (and also unsustainable level in my view) of 200%+ earlier in the decade.</p><p>In terms of RR, both companies have sustainable capital allocation flexibility thanks to their strong cash generation. All told, my analysis shows that TSM has been maintaining an RR in the range between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%.</p><p>So even without the trade tensions and deglobalization process aforementioned, I would project AAPL to have a much better perpetual growth curve ahead than TSM. I projected AAPL’s LT growth rate to be up to 10% (7.5% RR * 125% ROCE ~ 10% annual growth rate). And TSM’s growth rate, on the hand, would be limited to be in the mid-single digit range (say 4% = 10% RR * 42% ROCE).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98b3ddd710705df7ba8e09cb93f9b81a\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Risks and final thought</h2><p>But to reiterate, I do see the developing tension between TSM and AAPL and the deglobalization process as the overarching forces here. And I only see the differences in terms of valuation, R&amp;D yields, and profitability to be secondary forces in the years to come. The deglobalization mega-trend has been unfolding since 2008. And I see a series of recent events (such as AAPL’s rejection of TSM’s price raises, the CHIPS act, the ongoing U.S.-China trade frictions, and also the Russian/Ukraine war) to further exacerbate and accelerate the trend. Under such a mega-trend, I see it as inevitable that key chip clients (such as AAPL, AMD, and NVDA) diversify their manufacturing needs away from TSM.</p><p>And the bottom line is that damage will be mutual but asymmetric the way I see things. It is easier for AAPL to find replacement foundry services but a lot harder for TSM to find replacement clients at the scale of AAPL.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</i></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>Apple And Taiwan Semiconductor: Let's Ask Buffett</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 And Taiwan Semiconductor: Let's Ask Buffett\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 16:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.But from time to time, some of his choices still come as a surprise and his recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett\">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","TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285386886","content_text":"SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.But from time to time, some of his choices still come as a surprise and his recent position in Taiwan Semiconductor is a notable example.The choice is even more puzzling when viewed under the context of his largest holding, Apple.There are certainly positives with Taiwan Semiconductor, that is, even when compared to Apple.However, I see these positives easily overshadowed by the developing tension between them, which produces mutual but asymmetric damage.Jamie McCarthyThe investment thesisAs a long-time Buffett cultist, I feel comfortable saying that I understand most of his investment choices. But occasionally, the grandmaster still manages to make a move that surprises me such as his recent position in TaiwanSemiconductor (NYSE:TSM). To wit, the recent 13F disclosure showed that Buffett opened a sizable position in TSM for the Berkshire Hathaway (BRK.A) (BRK.B) equity portfolio. As you can see from the following chart, his BRK portfolio now holds more than 60.06M shares of TSM with a total worth of over $4.11B. The TSM position is currently the 10thlargest position in the BRK portfolio.Source: Dataroma.comThe surprise comes in several ways. And the more obvious ways (like Buffett’s allergy to tech businesses) have already been discussed by several other SA authors and I won’t further add to it anymore. Here, I want to explore an angle that is less discussed so far. I want to explain why it feels more puzzling to me, that is besides the fact that Buffett added another tech name to his BRK portfolio, when the TSM position is viewed under the context of his largest holding, Apple (NASDAQ:AAPL). There are certainly positives with TSM, that is, even when compared to AAPL. As we will detail in the next section, it is a high-quality stock in its own right. It boasts a large technological lead in its space and an R&D yield that is even better than AAPL.However, I see these positives easily overshadowed by the developing tension between them and also the ongoing deglobalization mega-trend. According to a recentnews report, TSM’s scheduled price raises in 2023 were rejected by AAPL, by far its largest customer. AAPL currently outsources almost all of its processor manufacturing to factories in Taiwan. However, with the U.S. strategic initiatives to push to develop domestic semiconductor foundry capabilities, AAPL (and other U.S. chip players such Advanced Micro Devices (AMD) and NVIDIA (NVDA) too) would be very likely to diversify its chip manufacturing away from TSM. And the damage will be mutual but asymmetric. It is easier for AAPL to find other foundry services to manufacture its chips, and a lot harder for TSM to find such large clients as AAPL.The full impact of such tension and diversification will take time to fully manifest. And TSM’s role as the dominating high-end chipmaker in the world won’t change in the near term. But I see these recent events (such as AAPL’s rejection of the price raises and the recent passing of the CHIPS act) as the turning point. Taking a broader view, I see these events as a logical step, or even an inevitable step, in the deglobalization process – a mega force that has been unfolding for over 10 years as shown in the chart below. The chart illustrates how globalization, measured as the percentage of total exports out of global GDP, has been in decline since its peak in 2008. The percentage has declined from 61% in 2008 to the to 51.6% in 2020. And since 2020, the China-U.S. trade tension, the COVID, and the Russian/Ukraine war have further quickened its pace.In the remainder of this article, I will further analyze the details of these above considerations in more detail.Source: The World BankTSM’s valuation advantageFirst, as mentioned above, there are definitely many positives with TSM even when compared to AAPL. And valuation is an obvious place to start with. As a global leader in the foundry space, it is for sale at a fraction of the overall market and AAPL’s valuation as seen in the chart below.To cite a few examples, TSM’s FY1 PE of 12.8x is almost only 1/2 of AAPL’s 24.2x. Its TTM PE of 13.08x is also about only 1/2 of AAPL’s 24.2x. Considering that these stocks have different leverages and enterprise values (“EV”), let's compare their multiples with leverages adjusted too. As you can see, TSM’s discount is even more dramatic in terms of EV/EBITDA multiples. TSM’s FW EV/EBITDA ratio sits at 7.64x only, less than ½ of AAPL’s 18.18x.Yes, as you will see in the next section, TSM is a high-quality stock in its own right. It boasts a large technological lead in its space, further bolstered by its consistent R&D investments and also superb R&D yield that even surpasses AAPL.Source: Seeking Alpha dataTSM’s more consistent and aggressive R&DAs detailed in our earlier articles:We do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D PROCESS. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&D expenditures, and B) has demonstrated a consistent R&D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).And both TSM and AAPL can sustainably fund their new R&D efforts with no problem in the long term, as illustrated in the next chart. It shows their R&D expenses over the past 10 years as a percentage of their total sales. A few key observations:TSM has been investing very consistently in R&D efforts, on average about 8.0% of its total sales.AAPL's R&D expenses have been climbing since Tim Cook took over the company from Jobs. Jobs believed that innovation is not about money and it \"has nothing to do with how much R&D money” a business put in. Then Cook gradually increased the R&D investments to the current level of around 6.1% since 2018.So even at AAPL’s current R&D level, TSM is still outspending AAPL by about 200 basis points. And also note TSM’s consistency: the R&D expenses only fluctuated in a very narrow range over the past 10 years.Source: AuthorMore impressively, TSM’s yield on the R&D investment is also superior to AAPL, which is already at a remarkable level by itself as shown in the next chart. The chart used Buffett’s $1 test on R&D expenses. More specifically, the chart quantifies the R&D yield by taking the ratio between profit and R&D expenditures. Thus, the results show how many dollars of profit are generated per $1 of R&D expenses. In particular, in this chart, my analysis used the operating cash flow (“OPC”) as the profit and also took a 3-year moving average on the OPC to approximate a 3-year R&D cycle. And the key observations are:The R&D yield is also consistent for TSM, with an average of $6.75 since 2014.AAPL’s picture is a bit more colorful. Its R&D yield has been astronomical ($10+ in 2013 and $8+ in 2014 and 2015) thanks to its almost monopoly status in key market segments in those days. Its R&D yield has gradually declined to around ~$4.0 in recent years. And its long-term average was about $5.3.To provide a broader view, the FAAMG group features an average R&D yield of ~$2.5 in recent years.Thus, both AAPL and TSM boast superb R&D yields even when compared to the overachievers in the FAAMG pack, and TSM’s yield is even higher than AAPL by a large gap.Source: Author based on Seeking Alpha dataBoth enjoy high ROCE too, but AAPL is in its own categoryTo me, ROCE (return on capital employed) is the most fundamental profitability metric as detailed in my blog article (with differences compared to ROE and Q&A on the most frequently received questions from our readers). One key reason for its fundamental importance is that the long-term growth rate is governed by ROCE and reinvestment rate (“RR”) in the following simple way:Long-Term Growth Rate = ROCE * RRThe ROCE of TSM and AAPL are shown below for the past 10 years. As you can see, TSM has been maintaining a high ROCE with remarkable consistency here. Its average ROCE has been about 42%. And I cannot overemphasize the consistency – which is a strong indicator of its stable moat. However, AAPL certainly has the upper hand here. Its ROCE is simply a category of its own. It has been hovering around an average of 125% since 2018 after its “declines” from an astronomical (and also unsustainable level in my view) of 200%+ earlier in the decade.In terms of RR, both companies have sustainable capital allocation flexibility thanks to their strong cash generation. All told, my analysis shows that TSM has been maintaining an RR in the range between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%.So even without the trade tensions and deglobalization process aforementioned, I would project AAPL to have a much better perpetual growth curve ahead than TSM. I projected AAPL’s LT growth rate to be up to 10% (7.5% RR * 125% ROCE ~ 10% annual growth rate). And TSM’s growth rate, on the hand, would be limited to be in the mid-single digit range (say 4% = 10% RR * 42% ROCE).Source: Author based on Seeking Alpha dataRisks and final thoughtBut to reiterate, I do see the developing tension between TSM and AAPL and the deglobalization process as the overarching forces here. And I only see the differences in terms of valuation, R&D yields, and profitability to be secondary forces in the years to come. The deglobalization mega-trend has been unfolding since 2008. And I see a series of recent events (such as AAPL’s rejection of TSM’s price raises, the CHIPS act, the ongoing U.S.-China trade frictions, and also the Russian/Ukraine war) to further exacerbate and accelerate the trend. Under such a mega-trend, I see it as inevitable that key chip clients (such as AAPL, AMD, and NVDA) diversify their manufacturing needs away from TSM.And the bottom line is that damage will be mutual but asymmetric the way I see things. It is easier for AAPL to find replacement foundry services but a lot harder for TSM to find replacement clients at the scale of AAPL.This article is written by Envision Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969686149,"gmtCreate":1668430897282,"gmtModify":1676538055285,"author":{"id":"3583254142926957","authorId":"3583254142926957","name":"shuzyst","avatar":"https://static.tigerbbs.com/d55e499e6f73f06b22563034a4ad6b0b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583254142926957","authorIdStr":"3583254142926957"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969686149","repostId":"1110302539","repostType":4,"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}