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2022-12-15

HODL

Tesla: It's Only Getting Worse

2022-12-06

Hmm

Can Tesla Survive Without The Myth Of Elon Musk?

2022-11-14

Doubt it

Inflation Will Drop "Significantly" Next Year, Goldman Sachs Economists Forecast

2022-10-20

😢

Tesla Shares Slumped 6% as Delivery Miss and Revenue Below Forecast

2022-06-11

Split it up

Tesla Files for 3-for-1 Stock Split

2022-05-13

Ok

Buy TSLA Stock If Tesla Acquires a Mining Company

2021-12-30

Isn’t this early Dec’s news?

Tesla Recalls Over 475k Vehicles for Camera, Latch Issues

2021-05-30

HODL

The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever

Go to Tiger App to see more news

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With the stock near its multi-year low, these headwinds could cause some problems inthe new year if they did not improve rather quickly. Unfortunately, recent trends are only getting worse, making management&#39;s upcoming pricing decisions in the next couple of months even more interesting.</p><p>Let me first start in China where Tesla seems to have a demand problem. The company has already reduced Model 3 and Y prices this quarter and has implemented various additional incentives as the company&#39;s EV subsidy is set to expire in less than 3 weeks. There are also reports circulating about production cuts, but Tesla has refuted those for now. Each Tuesday we get weekly insurance data, and key Tesla watcher Troy Teslike said that 16,000 unitswould be as expectedfor the latest period. Unfortunately the actual number came in just under 13,000 vehicles, fallingwell short of expectations. It will be interesting to see how pricing fares in the coming months if sales continue to be sluggish.</p><p>Another issue I detailed previously was the drop in US gasoline prices. As oil prices have fallen to new 52-week lows recently, prices at the pump have also come down considerably. Since my previous article, the national average has dropped by nearly 50 cents a gallon, with the expectation that we&#39;ll see a 2 handle on the average before the end of the year. As the chart below shows, we are nearing 40% off the peak.</p><p><img src=\"https://static.tigerbbs.com/f3ca940cfd51ccd288deeca8900879d4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>US Average Gasoline Price(GasBuddy)</p><p>While electric vehicles will get a nice demand boost from credits in the Inflation Reduction Act starting in 2023, lower gasoline prices could certainly provide a headwind to demand, especially in the seasonally weaker winter months. There are also questions regarding Tesla demand amongits core basegiven Elon Musk&#39;s Twitter antics in recent weeks. As the CEO tries to get the social media site back on track, he appears to be offending more and more groups, hurting Tesla&#39;s brand image in the process.</p><p>I also mentioned previously that used Tesla prices have been dropping in recent months. Part of this may be due to some of the items I mentioned above, but also the Fed&#39;s ongoing actions to reduce overall inflation along with fears of an upcoming US recession. Since that article, the used Tesla vehicle index has come down by just over $2,000 as seen in the chart below, basically putting it at a 17-month low.</p><p><img src=\"https://static.tigerbbs.com/13ebd9cf8c201b15091ca0ce10436138\" tg-width=\"640\" tg-height=\"349\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Used Tesla Vehicle Prices(CarGurus)</p><p>There was a time earlier this year where certain used Tesla models were actually more expensive than buying a new Tesla vehicle. Management has previously cited used car sales as a reason why Tesla&#39;s services and other business have done well this year and margins in the segment have improved. With used prices now dropping, that could provide a small headwind to new car demand, and likely will impact margins on the used side a bit.</p><p>With all of the above-mentioned items swirling, Tesla shares have recently underperformed the markets. Shares on Tuesday morning hit a new multi-year low, and even some of the biggest supporters don&#39;t seem to be doing much buying. As of about 10AM on Tuesday, Tesla&#39;s implied weight in the flagship ARK Innovation ETF (ARKK) was barely above 7.00%, which would be the lowest number seen since I started tracking back in April 2020.</p><p>At its peak, as the chart below shows, Cathie Wood&#39;s top ETF had nearly 13% of its assets in the name. Tesla&#39;s implied weight in the ARK Next Generation Internet ETF (ARKW) would also be at a new low over that time at just 6.50%. Tesla shares have crumbled this year since Cathie Wood put a split-adjusted price target of more than $1,500 on the name. Tesla is no longer the top holding in these two Ark Invest ETFs, being the third largest holding in ARKK and 4th largest in ARKW currently</p><p><img src=\"https://static.tigerbbs.com/ef335fb116057fdcad0c4b8ca0f7775e\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ARKK Tesla Weight(Ark Invest, Author Estimate)</p><p>In the end, things are not looking great for Tesla at the moment. Chinese registration data continues to disappoint as demand questions rise in the company&#39;s most important sales market. In the US, falling gasoline prices could hurt EV demand, at a time where Elon Musk&#39;s Twitter antics are not exactly helping. Used Tesla prices continue to fall as well, and one of Tesla&#39;s biggest supporters doesn&#39;t seem interested in buying currently. Shares just hit a new multi-year low, and how much more downside is ahead may depend on when some of these headwinds subside.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: It's Only Getting Worse</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: It's Only Getting Worse\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-14 21:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564314-tesla-stock-more-downside-expected><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryChina sales data continues to disappoint.US gasoline prices continue to fall.Used Tesla prices dropping to a multi-year low.Last month, I detailedthree key risksI was watching for electric ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564314-tesla-stock-more-downside-expected\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4564314-tesla-stock-more-downside-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153060846","content_text":"SummaryChina sales data continues to disappoint.US gasoline prices continue to fall.Used Tesla prices dropping to a multi-year low.Last month, I detailedthree key risksI was watching for electric vehicle giant Tesla (NASDAQ:TSLA) as the year came to a close. With the stock near its multi-year low, these headwinds could cause some problems inthe new year if they did not improve rather quickly. Unfortunately, recent trends are only getting worse, making management's upcoming pricing decisions in the next couple of months even more interesting.Let me first start in China where Tesla seems to have a demand problem. The company has already reduced Model 3 and Y prices this quarter and has implemented various additional incentives as the company's EV subsidy is set to expire in less than 3 weeks. There are also reports circulating about production cuts, but Tesla has refuted those for now. Each Tuesday we get weekly insurance data, and key Tesla watcher Troy Teslike said that 16,000 unitswould be as expectedfor the latest period. Unfortunately the actual number came in just under 13,000 vehicles, fallingwell short of expectations. It will be interesting to see how pricing fares in the coming months if sales continue to be sluggish.Another issue I detailed previously was the drop in US gasoline prices. As oil prices have fallen to new 52-week lows recently, prices at the pump have also come down considerably. Since my previous article, the national average has dropped by nearly 50 cents a gallon, with the expectation that we'll see a 2 handle on the average before the end of the year. As the chart below shows, we are nearing 40% off the peak.US Average Gasoline Price(GasBuddy)While electric vehicles will get a nice demand boost from credits in the Inflation Reduction Act starting in 2023, lower gasoline prices could certainly provide a headwind to demand, especially in the seasonally weaker winter months. There are also questions regarding Tesla demand amongits core basegiven Elon Musk's Twitter antics in recent weeks. As the CEO tries to get the social media site back on track, he appears to be offending more and more groups, hurting Tesla's brand image in the process.I also mentioned previously that used Tesla prices have been dropping in recent months. Part of this may be due to some of the items I mentioned above, but also the Fed's ongoing actions to reduce overall inflation along with fears of an upcoming US recession. Since that article, the used Tesla vehicle index has come down by just over $2,000 as seen in the chart below, basically putting it at a 17-month low.Used Tesla Vehicle Prices(CarGurus)There was a time earlier this year where certain used Tesla models were actually more expensive than buying a new Tesla vehicle. Management has previously cited used car sales as a reason why Tesla's services and other business have done well this year and margins in the segment have improved. With used prices now dropping, that could provide a small headwind to new car demand, and likely will impact margins on the used side a bit.With all of the above-mentioned items swirling, Tesla shares have recently underperformed the markets. Shares on Tuesday morning hit a new multi-year low, and even some of the biggest supporters don't seem to be doing much buying. As of about 10AM on Tuesday, Tesla's implied weight in the flagship ARK Innovation ETF (ARKK) was barely above 7.00%, which would be the lowest number seen since I started tracking back in April 2020.At its peak, as the chart below shows, Cathie Wood's top ETF had nearly 13% of its assets in the name. Tesla's implied weight in the ARK Next Generation Internet ETF (ARKW) would also be at a new low over that time at just 6.50%. Tesla shares have crumbled this year since Cathie Wood put a split-adjusted price target of more than $1,500 on the name. Tesla is no longer the top holding in these two Ark Invest ETFs, being the third largest holding in ARKK and 4th largest in ARKW currentlyARKK Tesla Weight(Ark Invest, Author Estimate)In the end, things are not looking great for Tesla at the moment. Chinese registration data continues to disappoint as demand questions rise in the company's most important sales market. In the US, falling gasoline prices could hurt EV demand, at a time where Elon Musk's Twitter antics are not exactly helping. Used Tesla prices continue to fall as well, and one of Tesla's biggest supporters doesn't seem interested in buying currently. Shares just hit a new multi-year low, and how much more downside is ahead may depend on when some of these headwinds subside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967660052,"gmtCreate":1670314796576,"gmtModify":1676538342838,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967660052","repostId":"1114910921","repostType":4,"repost":{"id":"1114910921","pubTimestamp":1670312503,"share":"https://ttm.financial/m/news/1114910921?lang=&edition=fundamental","pubTime":"2022-12-06 15:41","market":"us","language":"en","title":"Can Tesla Survive Without The Myth Of Elon Musk?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114910921","media":"seekingalpha","summary":"SummarySince taking Twitter private in October, Elon Musk has drawn a tremendous amount of negative ","content":"<html><head></head><body><p>Summary</p><ul><li>Since taking Twitter private in October, Elon Musk has drawn a tremendous amount of negative attention from the press, analysts, and investors alike.</li><li>Tesla, which has become inextricably linked to Musk in the market&#39;s consciousness, has suffered as a result of the drama engulfing Twitter.</li><li>Tesla&#39;s brand and public image have been damaged by Musk&#39;s recent behavior and public statement, putting its growth narrative at risk.</li><li>Musk&#39;s Twitter distraction has pulled his focus away from Tesla, heightening the EV maker&#39;s already severe key-person risk.</li><li>Tesla will likely continue to be negatively impacted by the Twitter overhang for the foreseeable future.</li></ul><p>Tesla, Inc. (NASDAQ:TSLA) has built a popular image as an innovative company at the forefront of a host of advanced technologies. Bolstered by the larger-than-life public image of its charismatic CEO, Elon Musk, Tesla&#39;s brand cachet and growth story havepropelled its stock to astonishing heights. Despite representing barely2% of the global automotive market, Tesla is the world&#39;s most valuable automaker by market capitalization. Tesla owes this outsized market position in large part to its carefully cultivated brand and public reputation.</p><p>Since taking over as CEO of Tesla in 2008, Musk has worked tirelessly to enhance and protect Tesla&#39;s brand. To this end, Tesla&#39;s public image has been constructed and curated with extreme care. These efforts have resulted in a powerhouse brand name and popular reputation that are, in many ways, Tesla&#39;s most valuable assets. Investors are well aware of this fact, which is why they tend to pay close attention to anything that could threaten Tesla&#39;s brand.</p><p>As 2022 draws to a close, Tesla&#39;s brand has come under threat as never before. The present threat is particularly dangerous because of its source: Elon Musk himself. Or, more specifically, Musk&#39;s takeover of Twitter, Inc. (TWTR), which has already exposed Tesla to profound reputation risks, and may yet produce significant operational and financial risks as well.</p><p>Let&#39;s discuss.</p><p>Reputation Risk: Tesla Brand Tarnished By Twitter</p><p>Ever since Musk took the reins in October, Twitter has been embroiled in a seemingly endlesscycle of chaos and crisis. Musk&#39;s erratic behavior and apparent lack of any coherent plans for actually leading Twitter appear to have already tarnished, at least to a degree, his reputation for far-sighted leadership and ingenious innovation with the general public. It has also spurred considerable anxiety among investors who fear that, having become inextricably linked with his various business endeavors in the public consciousness, Musk&#39;s recent behavior could harm the companies he leads, especially Tesla.</p><p>Investors&#39; fears appear to be justified. There is a growing body of evidence suggesting that Musk&#39;s activities at Twitter have already caused material collateral damage to Tesla&#39;s brand. According topolling by Morning Consult, the proportion of people with a negative impression of Tesla reached 22% in late November, up from 15% at the start of the year. The number of positive impressions declined over the same period, from 43% to 38%.</p><p>These results have been corroborated by other polls. Market research firm YouGov, for example, has also found a rapidsouring of public opinion toward Teslain recent months. As of Nov. 27th, according to YouGov, Tesla&#39;s net favorability among U.S. respondents stood at negative 1.4%, down from positive 6.7% in May. Remarkably, November marked the first time negative opinions of Tesla outnumbered positive opinions since polling began in 2016.</p><p><img src=\"https://static.tigerbbs.com/1488ab4eb281ec58881fb553b5db16d8\" tg-width=\"640\" tg-height=\"409\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Wall Street Journal, YouGov</p><p>Even Tesla&#39;s most ardent boosters have acknowledged the problem. Wedbush&#39;s Dan Ives, for example, has worried openly that Musk&#39;s actions at the helm of Twitter represent a serious, ongoingthreat to the EV maker&#39;s brand:</p><blockquote>&#34;And now sitting on top of the peak of the mountain with Tesla in a massive position of strength Musk has managed to do what the bears have unsuccessfully tried for years...crush Tesla&#39;s stock by his own doing in what we view as a purely painful dark situation…We still believe in the long term bullish thesis on Tesla, that view is unchanged. BUT this Twitter madness needs to end…brand destruction is our biggest worry with this Twitter circus show. It&#39;s that simple and I can&#39;t ignore it for Tesla stock.&#34;</blockquote><p>Mounting anxiety about brand destruction and reputational damage has spurred numerous Wall Street analysts to reassess their opinions of Tesla&#39;s stock. Musk&#39;s erratic, polarizing behavior hasalready cost Teslaits place on Wedbush&#39;s &#34;Best Ideas List&#34; of top recommendations, and other analysts have also seen fit toslash their forecasts and price targets.</p><p>Operational Risk: Losing Focus On Tesla</p><p>There are only so many hours in a day, and Musk&#39;s time is a finite commodity. Every hour spent putting out (or starting) fires at Twitter is an hour Musk cannot devote to Tesla. Yet, it is clear that the chaos engulfing Twitter has become a serious distraction for Musk himself.</p><p>One might argue that Musk can afford to divert his attention from Tesla, because Tesla is running smoothly. However, this ignores Musk&#39;s idiosyncratic role in underpinning the market&#39;s perception of Tesla. It is hard to overstate just how important Musk is to Tesla, both as an operating company, and as a growth stock. Musk is widely acknowledged as Tesla&#39;s key leader, and his importance has only grown in recent years asvirtually every other significant personalitywithin the company has retired or left to pursue other opportunities.</p><p>The Twitter saga has served to throwTesla&#39;s extreme dependence on Musk himselfinto starker relief than ever before, leading some investors to question whether Musk has the bandwidth to run Tesla properly while also worrying about Twitter. In a survey conducted last month, Morgan Stanley Research found that a majority of investors believe Musk&#39;s acquisition of Twitter will negatively impact Tesla.</p><p><img src=\"https://static.tigerbbs.com/397f14d16ceb8bb886d7fa0be8c372e3\" tg-width=\"640\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Morgan Stanley Research</p><p>It is also worth noting that these have reared their head at a particularly inconvenient time for Musk and Tesla. Last month, a long-awaited shareholder lawsuit concerning Musk&#39;s pay package came to trial in Delaware. When Tesla&#39;s board asked shareholders to approve the package in 2018, their chief justification for theastonishing generosity of the compensation dealwas the supreme importance of Musk personally to Tesla&#39;s future. That has made the timing of Musk&#39;s recent shift of focus to Twitter somewhat awkward, a fact thatdid not go unnoticedduring the trial proceedings.</p><p>Financial Risk: Twitter&#39;s Precarious Financials</p><p>The final risk facing Tesla as a result of Musk&#39;s Twitter takeover is financial in nature. Specifically, Twitter&#39;s inability to maintain sustainable operations without further external investment creates knock-on effects that could negatively impact Tesla.</p><p>When Musk took control of Twitter at the end of October, he seemed to have little in the way of a concrete strategy for running the social media company. This is hardly surprising, when one considers that he had spent the preceding monthstrying to wriggle out of the dealaltogether. Musk only opted to stop fighting and to honor the original buyout terms once it had become clear that acourtroom victory was out of reach. As a result, Musk&#39;s management of Twitter has been almost entirely improvisational.</p><p>Musk&#39;s leadership has not worked out terribly well for Twitter thus far. His more laissez-faire approach to content moderation, for example, has caused many top advertisers to pause or cancel ad buys. Musk hasresponded poorlyto advertiser withdrawals, characterizing them as deliberate attacks on freedom of speech - and even on democracy itself. However, this line of attack has failed to gain much traction,even among Musk&#39;s most dedicated backers.</p><p>Other factors contribute to Twitter&#39;s economic precariousness. The $44 billion Twitter acquisition was funded from a mix of sources, including$13 billion in loans from Wall Street banks. As is standard practice in a leveraged buyout, this debt was technically taken on by Twitter, not Musk. Thus, it is Twitter that is on the hook for the approximately $1 billion in annual interest payments related to the debt. That presents a problem for a company that has historically struggled to find pathways to profitability, and which posted a net loss of $221 million in 2021.</p><p>Of course, debt was not the only source of funding for the Twitter buyout. A number of private investors joined in on the equity piece, however, Musk ended up footing the lion&#39;s share of the equity component. In order to raise the necessary cash to do so, Musk had to sell a sizable chunk of his Tesla holdings. All told, Musk soldmore than $19 billion worth of Tesla stockbetween April and November 2022. These sales put considerable pressure on Tesla&#39;s stock at the time, much to the chagrin of Tesla investors. Now that the deal is done, this particular overhang may seem to have been lifted. However, dismissing it now would be premature.</p><p>Twitter&#39;s persistent lack of profitability was already a problem before Musk showed up. Falling advertising revenue and an additional $1 billion in annual debt payments have only exacerbated the issue. Indeed, the situation has gotten so bad, according to arecent analysisby Seeking Alpha&#39;sMotorhead, that Twitter may actually be structurally bankrupt. In other words, Musk is likely going to have to inject more cash into the company to keep it afloat. He could try to raise more debt; however, given the fact that Twitter&#39;s lenders are currently doing everything they can tooffload the $13 billion in LBO loanson their books, that seems like a non-starter. That leaves equity as the only viable option available. While Musk might be able to convince some additional external investors to stump up more cash, he would likely have to contribute as well. To do so, he would likely have to sell more Tesla stock.</p><p>Investor&#39;s Perspective</p><p>The market behaves as if Tesla is &#34;more than a car company&#34; because investors believe Elon Musk when he tells them it is. It is only because investors believe in Musk&#39;s bold vision and vivid promises of monumental future growth and profitability that Tesla boasts a $610 billion market capitalization.</p><p>If the market were to lose faith in Musk&#39;s future, Tesla&#39;s present valuation could not long survive. That is why Musk&#39;s actions since taking Twitter private are so dangerous for Tesla, as tech columnist Jason Aten recentlyobserved:</p><blockquote>&#34;Once the myth is gone, it&#39;s gone. You can&#39;t will it back into existence. No amount of showmanship can make people believe your narrative once it&#39;s been shown to be a lie. That&#39;s a problem for Musk at Twitter, but it&#39;s an even bigger problem at his other companies. All of those big promises start to look empty once the myth is revealed. Promises of self-driving cars and AI-powered robots just look like hype, which is a problem when you depend on the confidence of your investors.&#34;</blockquote><p>Tesla&#39;s stock has suffered already as a result of rising investor uncertainty and mounting public disgust. Unfortunately, there is little Tesla the company can actually do from an operational standpoint to address the root cause of these headwinds. Its fate and fortunes are, as they have ever been, inextricably tied to those of Elon Musk.</p><p>With no clear end to the Twitter overhang in sight, Tesla&#39;s investors would be wise either to get off the road now or buckle up for a bumpy ride.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Tesla Survive Without The Myth Of Elon Musk?</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\">\nCan Tesla Survive Without The Myth Of Elon Musk?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 15:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562466-can-tesla-survive-without-the-myth-of-elon-musk><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySince taking Twitter private in October, Elon Musk has drawn a tremendous amount of negative attention from the press, analysts, and investors alike.Tesla, which has become inextricably linked ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562466-can-tesla-survive-without-the-myth-of-elon-musk\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4562466-can-tesla-survive-without-the-myth-of-elon-musk","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1114910921","content_text":"SummarySince taking Twitter private in October, Elon Musk has drawn a tremendous amount of negative attention from the press, analysts, and investors alike.Tesla, which has become inextricably linked to Musk in the market's consciousness, has suffered as a result of the drama engulfing Twitter.Tesla's brand and public image have been damaged by Musk's recent behavior and public statement, putting its growth narrative at risk.Musk's Twitter distraction has pulled his focus away from Tesla, heightening the EV maker's already severe key-person risk.Tesla will likely continue to be negatively impacted by the Twitter overhang for the foreseeable future.Tesla, Inc. (NASDAQ:TSLA) has built a popular image as an innovative company at the forefront of a host of advanced technologies. Bolstered by the larger-than-life public image of its charismatic CEO, Elon Musk, Tesla's brand cachet and growth story havepropelled its stock to astonishing heights. Despite representing barely2% of the global automotive market, Tesla is the world's most valuable automaker by market capitalization. Tesla owes this outsized market position in large part to its carefully cultivated brand and public reputation.Since taking over as CEO of Tesla in 2008, Musk has worked tirelessly to enhance and protect Tesla's brand. To this end, Tesla's public image has been constructed and curated with extreme care. These efforts have resulted in a powerhouse brand name and popular reputation that are, in many ways, Tesla's most valuable assets. Investors are well aware of this fact, which is why they tend to pay close attention to anything that could threaten Tesla's brand.As 2022 draws to a close, Tesla's brand has come under threat as never before. The present threat is particularly dangerous because of its source: Elon Musk himself. Or, more specifically, Musk's takeover of Twitter, Inc. (TWTR), which has already exposed Tesla to profound reputation risks, and may yet produce significant operational and financial risks as well.Let's discuss.Reputation Risk: Tesla Brand Tarnished By TwitterEver since Musk took the reins in October, Twitter has been embroiled in a seemingly endlesscycle of chaos and crisis. Musk's erratic behavior and apparent lack of any coherent plans for actually leading Twitter appear to have already tarnished, at least to a degree, his reputation for far-sighted leadership and ingenious innovation with the general public. It has also spurred considerable anxiety among investors who fear that, having become inextricably linked with his various business endeavors in the public consciousness, Musk's recent behavior could harm the companies he leads, especially Tesla.Investors' fears appear to be justified. There is a growing body of evidence suggesting that Musk's activities at Twitter have already caused material collateral damage to Tesla's brand. According topolling by Morning Consult, the proportion of people with a negative impression of Tesla reached 22% in late November, up from 15% at the start of the year. The number of positive impressions declined over the same period, from 43% to 38%.These results have been corroborated by other polls. Market research firm YouGov, for example, has also found a rapidsouring of public opinion toward Teslain recent months. As of Nov. 27th, according to YouGov, Tesla's net favorability among U.S. respondents stood at negative 1.4%, down from positive 6.7% in May. Remarkably, November marked the first time negative opinions of Tesla outnumbered positive opinions since polling began in 2016.Wall Street Journal, YouGovEven Tesla's most ardent boosters have acknowledged the problem. Wedbush's Dan Ives, for example, has worried openly that Musk's actions at the helm of Twitter represent a serious, ongoingthreat to the EV maker's brand:\"And now sitting on top of the peak of the mountain with Tesla in a massive position of strength Musk has managed to do what the bears have unsuccessfully tried for years...crush Tesla's stock by his own doing in what we view as a purely painful dark situation…We still believe in the long term bullish thesis on Tesla, that view is unchanged. BUT this Twitter madness needs to end…brand destruction is our biggest worry with this Twitter circus show. It's that simple and I can't ignore it for Tesla stock.\"Mounting anxiety about brand destruction and reputational damage has spurred numerous Wall Street analysts to reassess their opinions of Tesla's stock. Musk's erratic, polarizing behavior hasalready cost Teslaits place on Wedbush's \"Best Ideas List\" of top recommendations, and other analysts have also seen fit toslash their forecasts and price targets.Operational Risk: Losing Focus On TeslaThere are only so many hours in a day, and Musk's time is a finite commodity. Every hour spent putting out (or starting) fires at Twitter is an hour Musk cannot devote to Tesla. Yet, it is clear that the chaos engulfing Twitter has become a serious distraction for Musk himself.One might argue that Musk can afford to divert his attention from Tesla, because Tesla is running smoothly. However, this ignores Musk's idiosyncratic role in underpinning the market's perception of Tesla. It is hard to overstate just how important Musk is to Tesla, both as an operating company, and as a growth stock. Musk is widely acknowledged as Tesla's key leader, and his importance has only grown in recent years asvirtually every other significant personalitywithin the company has retired or left to pursue other opportunities.The Twitter saga has served to throwTesla's extreme dependence on Musk himselfinto starker relief than ever before, leading some investors to question whether Musk has the bandwidth to run Tesla properly while also worrying about Twitter. In a survey conducted last month, Morgan Stanley Research found that a majority of investors believe Musk's acquisition of Twitter will negatively impact Tesla.Morgan Stanley ResearchIt is also worth noting that these have reared their head at a particularly inconvenient time for Musk and Tesla. Last month, a long-awaited shareholder lawsuit concerning Musk's pay package came to trial in Delaware. When Tesla's board asked shareholders to approve the package in 2018, their chief justification for theastonishing generosity of the compensation dealwas the supreme importance of Musk personally to Tesla's future. That has made the timing of Musk's recent shift of focus to Twitter somewhat awkward, a fact thatdid not go unnoticedduring the trial proceedings.Financial Risk: Twitter's Precarious FinancialsThe final risk facing Tesla as a result of Musk's Twitter takeover is financial in nature. Specifically, Twitter's inability to maintain sustainable operations without further external investment creates knock-on effects that could negatively impact Tesla.When Musk took control of Twitter at the end of October, he seemed to have little in the way of a concrete strategy for running the social media company. This is hardly surprising, when one considers that he had spent the preceding monthstrying to wriggle out of the dealaltogether. Musk only opted to stop fighting and to honor the original buyout terms once it had become clear that acourtroom victory was out of reach. As a result, Musk's management of Twitter has been almost entirely improvisational.Musk's leadership has not worked out terribly well for Twitter thus far. His more laissez-faire approach to content moderation, for example, has caused many top advertisers to pause or cancel ad buys. Musk hasresponded poorlyto advertiser withdrawals, characterizing them as deliberate attacks on freedom of speech - and even on democracy itself. However, this line of attack has failed to gain much traction,even among Musk's most dedicated backers.Other factors contribute to Twitter's economic precariousness. The $44 billion Twitter acquisition was funded from a mix of sources, including$13 billion in loans from Wall Street banks. As is standard practice in a leveraged buyout, this debt was technically taken on by Twitter, not Musk. Thus, it is Twitter that is on the hook for the approximately $1 billion in annual interest payments related to the debt. That presents a problem for a company that has historically struggled to find pathways to profitability, and which posted a net loss of $221 million in 2021.Of course, debt was not the only source of funding for the Twitter buyout. A number of private investors joined in on the equity piece, however, Musk ended up footing the lion's share of the equity component. In order to raise the necessary cash to do so, Musk had to sell a sizable chunk of his Tesla holdings. All told, Musk soldmore than $19 billion worth of Tesla stockbetween April and November 2022. These sales put considerable pressure on Tesla's stock at the time, much to the chagrin of Tesla investors. Now that the deal is done, this particular overhang may seem to have been lifted. However, dismissing it now would be premature.Twitter's persistent lack of profitability was already a problem before Musk showed up. Falling advertising revenue and an additional $1 billion in annual debt payments have only exacerbated the issue. Indeed, the situation has gotten so bad, according to arecent analysisby Seeking Alpha'sMotorhead, that Twitter may actually be structurally bankrupt. In other words, Musk is likely going to have to inject more cash into the company to keep it afloat. He could try to raise more debt; however, given the fact that Twitter's lenders are currently doing everything they can tooffload the $13 billion in LBO loanson their books, that seems like a non-starter. That leaves equity as the only viable option available. While Musk might be able to convince some additional external investors to stump up more cash, he would likely have to contribute as well. To do so, he would likely have to sell more Tesla stock.Investor's PerspectiveThe market behaves as if Tesla is \"more than a car company\" because investors believe Elon Musk when he tells them it is. It is only because investors believe in Musk's bold vision and vivid promises of monumental future growth and profitability that Tesla boasts a $610 billion market capitalization.If the market were to lose faith in Musk's future, Tesla's present valuation could not long survive. That is why Musk's actions since taking Twitter private are so dangerous for Tesla, as tech columnist Jason Aten recentlyobserved:\"Once the myth is gone, it's gone. You can't will it back into existence. No amount of showmanship can make people believe your narrative once it's been shown to be a lie. That's a problem for Musk at Twitter, but it's an even bigger problem at his other companies. All of those big promises start to look empty once the myth is revealed. Promises of self-driving cars and AI-powered robots just look like hype, which is a problem when you depend on the confidence of your investors.\"Tesla's stock has suffered already as a result of rising investor uncertainty and mounting public disgust. Unfortunately, there is little Tesla the company can actually do from an operational standpoint to address the root cause of these headwinds. Its fate and fortunes are, as they have ever been, inextricably tied to those of Elon Musk.With no clear end to the Twitter overhang in sight, Tesla's investors would be wise either to get off the road now or buckle up for a bumpy ride.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969619106,"gmtCreate":1668427240405,"gmtModify":1676538054775,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"Doubt it","listText":"Doubt it","text":"Doubt it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969619106","repostId":"1123998533","repostType":2,"repost":{"id":"1123998533","pubTimestamp":1668417962,"share":"https://ttm.financial/m/news/1123998533?lang=&edition=fundamental","pubTime":"2022-11-14 17:26","market":"us","language":"en","title":"Inflation Will Drop \"Significantly\" Next Year, Goldman Sachs Economists Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=1123998533","media":"Market Watch","summary":"The Federal Reserve’s preferred measure of inflation will fall below 3% by the end of next year as s","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e1fa6c591cae5c41978d0e322accd42e\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/>The Federal Reserve’s preferred measure of inflation will fall below 3% by the end of next year as supply constraints ease, the cost of housing falls and the labor market cools, according to Goldman Sachs .</p><p>Such an outcome may allow the Federal Reserve to be less aggressive in its interest rate hiking cycle as its strives to push inflation back down to its 2% target. Markets are highly sensitive to the issue, with stocks and bonds rallying sharply at the end of last week after consumer price data for October came in softer than expected.</p><p>A softer-than-forecast CPI reading last week helped lift the S&amp;P 500 by 5.9% last week, its best showing since late June. The tech heavy Nasdaq Composite soared 8.1% last week, its best weekly performance since March.</p><p>In a note published over the weekend, Goldman’s economic research team led by Jan Hatzius, said that the core price consumption expenditures index, the gauge of price pressures that strips out volatile items like food and energy which is closely watched by the U.S. central bank, will drop from the current level of 5.1% to 3.5% by the middle of 2023 and may hit 2.9% by December .</p><p>“We expect core inflation to fall significantly in 2023 for three key reasons,” wrote Goldman. ” 1) a negative swing in the contribution from supply-constrained goods categories, following supply-chain improvements, 2) a peak in shelter categories reflecting a further rebound in vacancies and a waning boost from reopening and the return to cities, and 3) slower wage growth, reflecting the continuing rebalancing of the labor market.”</p><p><img src=\"https://static.tigerbbs.com/449af2c83e44ed50baca81a6aa38f323\" tg-width=\"699\" tg-height=\"488\" referrerpolicy=\"no-referrer\"/></p><p>Inflation due to supply constraints are presently adding 0.6 percentage points to the core PCE, but this will shift to minus 0.4 percentage points towards the end of next year, accounting for nearly half the slowdown in the overall core measure.</p><p>“Supply chain disruptions and shipping congestion eased significantly in 2022, and inventories of cars and consumer goods have rebounded from extremely depressed levels. The supply of semiconductors in particular has improved dramatically, with automotive microchip shipments now 42% above 2019. This has already catalyzed a 5% decline in the used car CPI, and we assume another 15% drop in 2023,” Goldman explained.</p><p>Shelter inflation should peak this spring, Goldman reckons, as recent strong demand for rental properties has already sparked an increase in supply, with 1 million apartments under construction, the biggest pipeline since the mid 1970’s.</p><p>“Rental vacancies rates are starting to rebound as a result and are likely to return to pre-pandemic rates next year. Additionally, the boost from continuing leases renewing at market rates now appears to be reflected in the monthly pace of shelter inflation, as CPI microdata reveal that it already embeds an acceleration in renewal rent growth to 8% year-on-year. Also, rent inflation for new leases has fallen sharply: we estimate to just +3% annualized last quarter,” says Goldman.</p><p>Finally, a softer jobs market should suppress wage growth and help reduce service sector inflation by late 2023.</p><p>“Labor market rebalancing is already lowering wage growth, particularly in sectors with large declines in the jobs-workers gap such as retail and leisure. We expect year-on-year wage growth to fall by 1.5 percentage points to 4% by late 2023, helping to slow inflation in labor-intensive services categories.”</p><p>Goldman does note however that the market consensus is for core PCE to fall even lower to 2.7% by late 2023, but reckons this is over optimistic as core services inflation will remain above 4%.</p><p>“This reflects a lower but still elevated pace of shelter inflation later in the year, as well as an outright increase in healthcare inflation in part reflecting the largest Medicare fee update in at least 15 years,” the bank concludes.</p></body></html>","source":"lsy1616996754749","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 Will Drop \"Significantly\" Next Year, Goldman Sachs Economists Forecast</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 Will Drop \"Significantly\" Next Year, Goldman Sachs Economists Forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 17:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/inflation-will-drop-significantly-next-year-goldman-sachs-economists-forecast-11668417681?mod=home-page><strong>Market Watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Federal Reserve’s preferred measure of inflation will fall below 3% by the end of next year as supply constraints ease, the cost of housing falls and the labor market cools, according to Goldman ...</p>\n\n<a href=\"https://www.marketwatch.com/story/inflation-will-drop-significantly-next-year-goldman-sachs-economists-forecast-11668417681?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/inflation-will-drop-significantly-next-year-goldman-sachs-economists-forecast-11668417681?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123998533","content_text":"The Federal Reserve’s preferred measure of inflation will fall below 3% by the end of next year as supply constraints ease, the cost of housing falls and the labor market cools, according to Goldman Sachs .Such an outcome may allow the Federal Reserve to be less aggressive in its interest rate hiking cycle as its strives to push inflation back down to its 2% target. Markets are highly sensitive to the issue, with stocks and bonds rallying sharply at the end of last week after consumer price data for October came in softer than expected.A softer-than-forecast CPI reading last week helped lift the S&P 500 by 5.9% last week, its best showing since late June. The tech heavy Nasdaq Composite soared 8.1% last week, its best weekly performance since March.In a note published over the weekend, Goldman’s economic research team led by Jan Hatzius, said that the core price consumption expenditures index, the gauge of price pressures that strips out volatile items like food and energy which is closely watched by the U.S. central bank, will drop from the current level of 5.1% to 3.5% by the middle of 2023 and may hit 2.9% by December .“We expect core inflation to fall significantly in 2023 for three key reasons,” wrote Goldman. ” 1) a negative swing in the contribution from supply-constrained goods categories, following supply-chain improvements, 2) a peak in shelter categories reflecting a further rebound in vacancies and a waning boost from reopening and the return to cities, and 3) slower wage growth, reflecting the continuing rebalancing of the labor market.”Inflation due to supply constraints are presently adding 0.6 percentage points to the core PCE, but this will shift to minus 0.4 percentage points towards the end of next year, accounting for nearly half the slowdown in the overall core measure.“Supply chain disruptions and shipping congestion eased significantly in 2022, and inventories of cars and consumer goods have rebounded from extremely depressed levels. The supply of semiconductors in particular has improved dramatically, with automotive microchip shipments now 42% above 2019. This has already catalyzed a 5% decline in the used car CPI, and we assume another 15% drop in 2023,” Goldman explained.Shelter inflation should peak this spring, Goldman reckons, as recent strong demand for rental properties has already sparked an increase in supply, with 1 million apartments under construction, the biggest pipeline since the mid 1970’s.“Rental vacancies rates are starting to rebound as a result and are likely to return to pre-pandemic rates next year. Additionally, the boost from continuing leases renewing at market rates now appears to be reflected in the monthly pace of shelter inflation, as CPI microdata reveal that it already embeds an acceleration in renewal rent growth to 8% year-on-year. Also, rent inflation for new leases has fallen sharply: we estimate to just +3% annualized last quarter,” says Goldman.Finally, a softer jobs market should suppress wage growth and help reduce service sector inflation by late 2023.“Labor market rebalancing is already lowering wage growth, particularly in sectors with large declines in the jobs-workers gap such as retail and leisure. We expect year-on-year wage growth to fall by 1.5 percentage points to 4% by late 2023, helping to slow inflation in labor-intensive services categories.”Goldman does note however that the market consensus is for core PCE to fall even lower to 2.7% by late 2023, but reckons this is over optimistic as core services inflation will remain above 4%.“This reflects a lower but still elevated pace of shelter inflation later in the year, as well as an outright increase in healthcare inflation in part reflecting the largest Medicare fee update in at least 15 years,” the bank concludes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983253698,"gmtCreate":1666256467614,"gmtModify":1676537731258,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"😢","listText":"😢","text":"😢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983253698","repostId":"1144625963","repostType":4,"repost":{"id":"1144625963","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666252881,"share":"https://ttm.financial/m/news/1144625963?lang=&edition=fundamental","pubTime":"2022-10-20 16:01","market":"us","language":"en","title":"Tesla Shares Slumped 6% as Delivery Miss and Revenue Below Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=1144625963","media":"Tiger Newspress","summary":"Tesla shares slumped 6% as delivery miss and revenue below forecast.Tesla reported Q3 EPS of $1.05, ","content":"<html><head></head><body><p>Tesla shares slumped 6% as delivery miss and revenue below forecast.<img src=\"https://static.tigerbbs.com/baf091b25262c52cce3ad44471bb507a\" tg-width=\"800\" tg-height=\"855\" width=\"100%\" height=\"auto\"/>Tesla reported Q3 EPS of $1.05, $0.02 better than the analyst estimate of $1.03. Revenue for the quarter came in at $21.45 billion versus the consensus estimate of $22.5 billion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Slumped 6% as Delivery Miss and Revenue Below Forecast</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shares Slumped 6% as Delivery Miss and Revenue Below Forecast\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-20 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla shares slumped 6% as delivery miss and revenue below forecast.<img src=\"https://static.tigerbbs.com/baf091b25262c52cce3ad44471bb507a\" tg-width=\"800\" tg-height=\"855\" width=\"100%\" height=\"auto\"/>Tesla reported Q3 EPS of $1.05, $0.02 better than the analyst estimate of $1.03. Revenue for the quarter came in at $21.45 billion versus the consensus estimate of $22.5 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144625963","content_text":"Tesla shares slumped 6% as delivery miss and revenue below forecast.Tesla reported Q3 EPS of $1.05, $0.02 better than the analyst estimate of $1.03. Revenue for the quarter came in at $21.45 billion versus the consensus estimate of $22.5 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058719540,"gmtCreate":1654904438780,"gmtModify":1676535529627,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"Split it up","listText":"Split it up","text":"Split it up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058719540","repostId":"2242306963","repostType":4,"repost":{"id":"2242306963","pubTimestamp":1654904207,"share":"https://ttm.financial/m/news/2242306963?lang=&edition=fundamental","pubTime":"2022-06-11 07:36","market":"us","language":"en","title":"Tesla Files for 3-for-1 Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2242306963","media":"Seekingalpha","summary":"Tesla (NASDAQ:TSLA) has filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.It's also added that Larry Ellison won't stand for re-election to the board, and the c","content":"<html><head></head><body><p>Tesla (NASDAQ:TSLA) has filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.</p><p>It&#39;s also added that Larry Ellison won&#39;t stand for re-election to the board, and the company will therefore reduce the board&#39;s composition to seven seats. Ellison and the board made that determination together in June, the company says.</p><p>In its preliminary proxy filing setting the annual meeting for Aug. 4, Tesla includes among its proposals <a href=\"https://laohu8.com/S/AONE.U\">one</a> to increase the number of authorized shares of common stock by 4 billion.</p><p>That&#39;s primarily to enable a 3-for-1 split via a stock dividend, Tesla says. It currently has 2 billion shares authorized. &#34;Our Board intends to approve the Stock Split, subject to and contingent upon stockholder approval of the Authorized Shares Amendment.&#34;</p><p>Aside from those more prominent moves, Tesla (TSLA) is also looking to elect two Class III directors for three-year terms - Ira Ehrenpreis and Kathleen Wilson-Thompson - and to reduce director terms in general to two years, which would apply to Ehrenpreis and Wilson-Thompson if adopted.</p><p>The company is also looking to eliminate supermajority voting requirements and ratify its auditor.</p><p>The board is urging votes against eight shareholder proposals, linked to topics including proxy access, anti-harassment/discrimination efforts, diversity reports, employee arbitration reports, lobbying, collective bargaining policy, and reporting on child labor and water risk.</p><p>Tesla stock is up 2.1% after hours.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Files for 3-for-1 Stock Split</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Files for 3-for-1 Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-11 07:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3847806-tesla-files-for-3-for-1-stock-split><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (NASDAQ:TSLA) has filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.It's also added that Larry Ellison won't stand for re-election to the board, and the ...</p>\n\n<a href=\"https://seekingalpha.com/news/3847806-tesla-files-for-3-for-1-stock-split\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3847806-tesla-files-for-3-for-1-stock-split","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242306963","content_text":"Tesla (NASDAQ:TSLA) has filed for a 3-for-1 stock split as part of its SEC filings for an upcoming annual meeting.It's also added that Larry Ellison won't stand for re-election to the board, and the company will therefore reduce the board's composition to seven seats. Ellison and the board made that determination together in June, the company says.In its preliminary proxy filing setting the annual meeting for Aug. 4, Tesla includes among its proposals one to increase the number of authorized shares of common stock by 4 billion.That's primarily to enable a 3-for-1 split via a stock dividend, Tesla says. It currently has 2 billion shares authorized. \"Our Board intends to approve the Stock Split, subject to and contingent upon stockholder approval of the Authorized Shares Amendment.\"Aside from those more prominent moves, Tesla (TSLA) is also looking to elect two Class III directors for three-year terms - Ira Ehrenpreis and Kathleen Wilson-Thompson - and to reduce director terms in general to two years, which would apply to Ehrenpreis and Wilson-Thompson if adopted.The company is also looking to eliminate supermajority voting requirements and ratify its auditor.The board is urging votes against eight shareholder proposals, linked to topics including proxy access, anti-harassment/discrimination efforts, diversity reports, employee arbitration reports, lobbying, collective bargaining policy, and reporting on child labor and water risk.Tesla stock is up 2.1% after hours.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067387441,"gmtCreate":1652409041383,"gmtModify":1676535095390,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"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/9067387441","repostId":"1109635474","repostType":2,"repost":{"id":"1109635474","pubTimestamp":1652408169,"share":"https://ttm.financial/m/news/1109635474?lang=&edition=fundamental","pubTime":"2022-05-13 10:16","market":"us","language":"en","title":"Buy TSLA Stock If Tesla Acquires a Mining Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1109635474","media":"InvestorPlace","summary":"Tesla(NASDAQ:TSLA) might buy a battery-metal mining companyThe potential acquisition would streamline electric vehicle (EV) battery productionThis competitive edge could be a long-term growth driver f","content":"<html><head></head><body><ul><li><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) might buy a battery-metal mining company</li><li>The potential acquisition would streamline electric vehicle (EV) battery production</li><li>This competitive edge could be a long-term growth driver for TSLA stock</li></ul><p><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) may be taking a significant step forward in EV production. Earlier this week, Elon Musk stated that company is considering purchasing a company in the metal mining space. While there is no deal in progress yet, Musk noted that it is “not out of the question.” TSLA stock is down today, but the possibility of such an important acquisition could be the driver it needs to pull back into the green.</p><p>What’s Happening With TSLA Stock</p><p>Like other high-growth tech stocks, TSLA has been battling negative market forces since last week’s Federal Reserve rate hike spurred a market selloff. While Tesla and its peers have rallied multiple times since then, bearish energy is still strong.</p><p>The EV leader needs a catalyst. And it may just get one. On Tuesday, Musk spoke at the Financial Times Future of the Car 2022 conference and addressed the future both of Tesla and the EV sector. “We will address whatever limitations are on accelerating the world’s transition to sustainable energy,” he stated. “It’s not that we wish to buy mining companies, but if that’s the only way to accelerate the transition, then we will do that.”</p><p>Musk emphasized the global need to transition to sustainable energy. The purchase of a mining company would do much to accelerate Tesla’s growth and scale production. Between the supply chain crisis that has plagued EV producers to the rising prices of metals spurred by Russia’s invasion of Ukraine, battery production has faced many constraints. Tesla has managed to maintain its place at the top of the EV race, but competitors such as <b>Ford</b>(NYSE:<b><u>F</u></b>) and <b>Toyota</b>(NYSE:<b><u>TM</u></b>) are making progress on the battery front.</p><p>What It Means</p><p>Late in April, Tesla announced an exciting development regarding lithium iron phosphate (LFP) batteries. While this cost-effective innovation could absolutely drive TSLA stock forward, it doesn’t eliminate the need for metals. It is more important than ever that Tesla is able to secure the materials it needs. For this reason, a mining acquisition is a logical step forward.</p><p>Musk did not name any specific companies, but his eye is likely on the lithium space. As<i>Electrek</i>reports, “with lithium prices 400% higher since that original announcement, Tesla seems to be making more moves in the space.”</p><p>Acquiring a lithium miner would make sense, given Tesla’s doubling down on LEP battery production. It would also be the driver that TSLA stock needs as the company looks to overcome external forces. It seems probable that Musk will move to acquire a mining company in the future. The only question is how soon. In the meantime, investors should be watching carefully.</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>Buy TSLA Stock If Tesla Acquires a Mining Company</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\">\nBuy TSLA Stock If Tesla Acquires a Mining Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-13 10:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/05/buy-tsla-stock-if-tesla-acquires-a-mining-company/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla(NASDAQ:TSLA) might buy a battery-metal mining companyThe potential acquisition would streamline electric vehicle (EV) battery productionThis competitive edge could be a long-term growth driver ...</p>\n\n<a href=\"https://investorplace.com/2022/05/buy-tsla-stock-if-tesla-acquires-a-mining-company/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/05/buy-tsla-stock-if-tesla-acquires-a-mining-company/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109635474","content_text":"Tesla(NASDAQ:TSLA) might buy a battery-metal mining companyThe potential acquisition would streamline electric vehicle (EV) battery productionThis competitive edge could be a long-term growth driver for TSLA stockTesla(NASDAQ:TSLA) may be taking a significant step forward in EV production. Earlier this week, Elon Musk stated that company is considering purchasing a company in the metal mining space. While there is no deal in progress yet, Musk noted that it is “not out of the question.” TSLA stock is down today, but the possibility of such an important acquisition could be the driver it needs to pull back into the green.What’s Happening With TSLA StockLike other high-growth tech stocks, TSLA has been battling negative market forces since last week’s Federal Reserve rate hike spurred a market selloff. While Tesla and its peers have rallied multiple times since then, bearish energy is still strong.The EV leader needs a catalyst. And it may just get one. On Tuesday, Musk spoke at the Financial Times Future of the Car 2022 conference and addressed the future both of Tesla and the EV sector. “We will address whatever limitations are on accelerating the world’s transition to sustainable energy,” he stated. “It’s not that we wish to buy mining companies, but if that’s the only way to accelerate the transition, then we will do that.”Musk emphasized the global need to transition to sustainable energy. The purchase of a mining company would do much to accelerate Tesla’s growth and scale production. Between the supply chain crisis that has plagued EV producers to the rising prices of metals spurred by Russia’s invasion of Ukraine, battery production has faced many constraints. Tesla has managed to maintain its place at the top of the EV race, but competitors such as Ford(NYSE:F) and Toyota(NYSE:TM) are making progress on the battery front.What It MeansLate in April, Tesla announced an exciting development regarding lithium iron phosphate (LFP) batteries. While this cost-effective innovation could absolutely drive TSLA stock forward, it doesn’t eliminate the need for metals. It is more important than ever that Tesla is able to secure the materials it needs. For this reason, a mining acquisition is a logical step forward.Musk did not name any specific companies, but his eye is likely on the lithium space. AsElectrekreports, “with lithium prices 400% higher since that original announcement, Tesla seems to be making more moves in the space.”Acquiring a lithium miner would make sense, given Tesla’s doubling down on LEP battery production. It would also be the driver that TSLA stock needs as the company looks to overcome external forces. It seems probable that Musk will move to acquire a mining company in the future. The only question is how soon. In the meantime, investors should be watching carefully.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003971427,"gmtCreate":1640865725500,"gmtModify":1676533549067,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"Isn’t this early Dec’s&nbsp;news?","listText":"Isn’t this early Dec’s&nbsp;news?","text":"Isn’t this early Dec’s news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003971427","repostId":"1141716709","repostType":4,"repost":{"id":"1141716709","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640864228,"share":"https://ttm.financial/m/news/1141716709?lang=&edition=fundamental","pubTime":"2021-12-30 19:37","market":"us","language":"en","title":"Tesla Recalls Over 475k Vehicles for Camera, Latch Issues","url":"https://stock-news.laohu8.com/highlight/detail?id=1141716709","media":"Tiger Newspress","summary":"Shares of Tesla are down about 1.5% in pre-open Thursday after the company filed a recall of over 47","content":"<html><head></head><body><p>Shares of Tesla are down about 1.5% in pre-open Thursday after the company filed a recall of over 475,000 vehicles.</p><p><img src=\"https://static.tigerbbs.com/3acd6a90c5563e5b0720756c55d94748\" tg-width=\"840\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk’s company will recall 356,309 US vehicles related to the rearview camera cable harness that may be damaged by the opening and closing of the trunk lid. This could impact the rearview camera image from displaying. Ultimately, this can raise the risk of a crash, according to the NHTSA.</p><p>In a report dated December 21, NTHSA said that Tesla is also recalling 119,009 2014-21 Model S EV units due to the issues related to the front trunk latch assembly that are misaligned. This then prevents the secondary hood latch from engaging.</p><p>In November, Tesla stock price fell after the company recalled almost 12,000 EVs due to a software issue.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Recalls Over 475k Vehicles for Camera, Latch Issues</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Recalls Over 475k Vehicles for Camera, Latch Issues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-30 19:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of Tesla are down about 1.5% in pre-open Thursday after the company filed a recall of over 475,000 vehicles.</p><p><img src=\"https://static.tigerbbs.com/3acd6a90c5563e5b0720756c55d94748\" tg-width=\"840\" tg-height=\"619\" referrerpolicy=\"no-referrer\"/></p><p>Elon Musk’s company will recall 356,309 US vehicles related to the rearview camera cable harness that may be damaged by the opening and closing of the trunk lid. This could impact the rearview camera image from displaying. Ultimately, this can raise the risk of a crash, according to the NHTSA.</p><p>In a report dated December 21, NTHSA said that Tesla is also recalling 119,009 2014-21 Model S EV units due to the issues related to the front trunk latch assembly that are misaligned. This then prevents the secondary hood latch from engaging.</p><p>In November, Tesla stock price fell after the company recalled almost 12,000 EVs due to a software issue.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141716709","content_text":"Shares of Tesla are down about 1.5% in pre-open Thursday after the company filed a recall of over 475,000 vehicles.Elon Musk’s company will recall 356,309 US vehicles related to the rearview camera cable harness that may be damaged by the opening and closing of the trunk lid. This could impact the rearview camera image from displaying. Ultimately, this can raise the risk of a crash, according to the NHTSA.In a report dated December 21, NTHSA said that Tesla is also recalling 119,009 2014-21 Model S EV units due to the issues related to the front trunk latch assembly that are misaligned. This then prevents the secondary hood latch from engaging.In November, Tesla stock price fell after the company recalled almost 12,000 EVs due to a software issue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137183377,"gmtCreate":1622329321899,"gmtModify":1704182959502,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"HODL","listText":"HODL","text":"HODL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/137183377","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://ttm.financial/m/news/2138948877?lang=&edition=fundamental","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – 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\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9969619106,"gmtCreate":1668427240405,"gmtModify":1676538054775,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"Doubt it","listText":"Doubt it","text":"Doubt it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9969619106","repostId":"1123998533","repostType":2,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067387441,"gmtCreate":1652409041383,"gmtModify":1676535095390,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"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/9067387441","repostId":"1109635474","repostType":2,"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983253698,"gmtCreate":1666256467614,"gmtModify":1676537731258,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"😢","listText":"😢","text":"😢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983253698","repostId":"1144625963","repostType":4,"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137183377,"gmtCreate":1622329321899,"gmtModify":1704182959502,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"HODL","listText":"HODL","text":"HODL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/137183377","repostId":"2138948877","repostType":4,"repost":{"id":"2138948877","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1622215813,"share":"https://ttm.financial/m/news/2138948877?lang=&edition=fundamental","pubTime":"2021-05-28 23:30","market":"us","language":"en","title":"The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2138948877","media":"Investors","summary":"Vacation trends reveal shifts toward privacy, luxury and family, continuing a transformative period for leisure and travel stocks.","content":"<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – 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\">\nThe Pandemic May Have Changed Vacations – And Travel Stocks Like Airbnb, Marriott, Winnebago – Forever\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/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time\">2021-05-28 23:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like <b>Airbnb</b> that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.</p><p>Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.</p><p>\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"</p><p>One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.</p><p>And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.</p><p>Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.</p><h2>Leisure, Travel Industry Stocks</h2><p>Shares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.</p><p>Airline stocks&nbsp;like <b>American Airlines</b>, <b>United Airlines</b> and <b>Delta Air Lines</b> surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.</p><p>Cruise stocks like <b>Carnival</b>, <b>Royal Caribbean</b> and <b>Norwegian Cruise Line</b> are showing similar patterns.</p><p>Meanwhile, shares of boat makers <b>MarineMax</b> and <b>Brunswick</b> as well as RV makers <b>Winnebago</b> and <b>Thor Industries</b> need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.</p><p>Hotel leader <b>Marriott</b> has been less volatile and is forming a base, though earnings and sales have yet to fully recover.</p><p>Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from <b><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></b> rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.</p><h2><b>When Luxury Means More Privacy</b></h2><p>Luxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.</p><p>Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"</p><p>Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.</p><p>They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.</p><p>Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.</p><p>In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.</p><p>Private jet leasing company NetJets, which is owned by <b>Berkshire Hathaway</b>, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.</p><p>Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.</p><h2><b>Vacation Shift Favors These Travel Stocks</b></h2><p>Hotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.</p><p>Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.</p><p>The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes &amp; Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.</p><p>The Homes &amp; Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.</p><p>\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.</p><p>Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.</p><p>\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.</p><h2><b>Seaworthy Travel Stocks </b></h2><p>Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.</p><p>One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.</p><p>But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.</p><p>\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"</p><p>The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick&nbsp;as well as sport boat maker <b>Malibu Boats</b>.</p><p>\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.</p><h2><b>Travel Stocks For Being Alone Together</b></h2><p>The desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.</p><p>\"The rediscovery of America will continue this summer,\" Weissman said.</p><p>The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.</p><p>Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.</p><p>\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"</p><p>Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.</p><h2><b>Work-Life Rebalance</b></h2><p>As people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.</p><p>Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.</p><p>Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"</p><p>Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.</p><p>\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"</p><h2>Future Of Business Travel?</h2><p>That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.</p><p>Experts say fewer workers may fly for <a href=\"https://laohu8.com/S/AONE\">one</a>-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.</p><p>When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in <a href=\"https://laohu8.com/S/AONE.U\">one</a> house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.</p><p>That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.</p><p>\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WGO":"温尼巴格实业"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138948877","content_text":"Your next vacation will likely be more private, luxurious or family oriented than your trips in the past, and business trips may never be the same. For leisure and travel stocks like Airbnb that got slammed by pandemic shutdowns, the lifting of Covid curbs means adjusting to a whole new world.Some tastes people acquired last year as they looked for escapes from lockdown are proving durable, like traveling to national parks by RV. Others, such as boating, grew out of surges in wealth that the stock market rally provided. As the summer travel season heats up, Americans are making new choices in where they go, when they go, how they get there and who joins them.\"The world is never going back to the way it was,\" said Airbnb CEO Brian Chesky on an earnings call in May. \"And that means that travel is never going back to the way it was either.\"One major trend is travelers have become more flexible about when and where they go, especially as remote work allows people to blur when they are on and off the clock. Airbnb stock rose May 24, when the company updated booking features, including an option to search for listings without fixed dates or locations.And consumers aren't the only ones changing their habits. While tourism-dependent destinations suffered last year, the less-packed streets also showed locals the benefits of quieter communities.Residents and local officials in normally packed hot spots like Italy and Hawaii are considering limiting the number of tourists. Such a seismic change could make visiting these places prohibitively expensive for many people. If the mix of travelers tilts more heavily toward the wealthy, travel stocks will nudge further toward luxury.Leisure, Travel Industry StocksShares across the sector have rebounded from last year's pandemic lows. The stocks' recent chart action is mixed. But many travel stocks have outperformed the market the past week and could present buying opportunities for investors.Airline stocks like American Airlines, United Airlines and Delta Air Lines surged earlier this year on the Reddit stock short squeeze. Then they sold off because business and overseas travel remained weak. Since then, they've consolidated and are approaching buy points.Cruise stocks like Carnival, Royal Caribbean and Norwegian Cruise Line are showing similar patterns.Meanwhile, shares of boat makers MarineMax and Brunswick as well as RV makers Winnebago and Thor Industries need to regroup after some failed breakouts. They are no longer in buy zones but could form new bases if earnings and sales growth remain strong.Hotel leader Marriott has been less volatile and is forming a base, though earnings and sales have yet to fully recover.Airbnb stock has had a more difficult year. It surged after going public in December but began to slump in March as competition from Expedia rival Vrbo rental service reduced the availability of hosts. A mixed Q1 earnings report and the end of a post-IPO lockup period also weighed on Airbnb stock, which popped up 6% Thursday on higher volume but remained 35% off its 2021 high.When Luxury Means More PrivacyLuxury travel, once the purview of only the ultrarich, may have won over those who might have had the means but not the need to travel lavishly. As travelers sought to avoid crowds during the pandemic, those with the means turned to options like private jets.Arnie Weissman, editor-in-chief of Travel Weekly, says the pandemic opened luxury travel to a wider customer base. \"Some people developed a taste for it, and it's likely to continue.\"Kim-Marie Evans, who writes the blog \"Luxury Travel Moms\" and plans travel for high-net-worth clients, told IBD she booked a trip for a family to Anguilla.They stayed in a four-bedroom villa at the Four Seasons. And rather than flying commercially, they used a private jet service.Private jet bookings are at or near their pre-pandemic highs, according to Elite Traveler, citing industry tracker FlightAware's data.In May, private jet company Wheels Up said membership jumped 58% in Q1 to nearly 10,000. And VistaJet, another leading private jet company, said membership climbed 29% from a year ago.Private jet leasing company NetJets, which is owned by Berkshire Hathaway, says its flight volume dropped to as low as 10% of 2019 numbers at the start of the pandemic.Now the company, which also offers fractional ownership of its jets, says it's operating at 85% of its 2019 volume. NetJets said in a statement that commercial airlines have reduced their schedules. Consumers also are prioritizing their health and safety, choosing the seclusion of a private jet over a packed jetliner.Vacation Shift Favors These Travel StocksHotel chains implemented stringent Covid-19 protocols to convince visitors their properties were clean and safe. Still, many travelers opted to rent private homes through Airbnb, where they could avoid mingling with strangers in hotel lobbies, Weismann says.Travel trends favor Airbnb stock long term, though it currently is slumping. On May 27, analysts at RBC Capital Markets rated shares at outperform, citing secular tailwinds that have yet to be fully appreciated by the market such as its dominant customer engagement.The pandemic also shed light on the market potential of travel stocks like Marriott, which operates home-rental service Homes & Villas by Marriott International, catering to ultra premium short- and long-term stays, CFRA Research analyst Tuna Amobi says.The Homes & Villas platform, which offers professionally managed private homes, had around 2,000 units at launch less than two years ago. Today, it lists nearly 25,000 properties.\"They're where we don't have hotels, and many of them are in more remote locations, which really was quite attractive during Covid,\" said Marriott International President Stephanie Linnartz in a recent call with investors.Airbnb also finds that customers are visiting smaller cities, towns and rural communities — not the same 20-30 cities that were most popular pre-pandemic. People are traveling outside the peak seasons and staying longer.\"There is a mass shift from mass travel to meaningful travel,\" CEO Chesky said.Seaworthy Travel Stocks Luxury cruising should also come back with a bang. Nearly every cruise line's around-the-world luxury voyage is fully booked two years in advance.One cruise line, Silversea, said its 139-day around-the-world cruise sold out in a single day. The Monaco-based cruise line is owned by Royal Caribbean. The cruise costs between $74,000 and $278,000 per guest, based on double occupancy. That compares with typical fares that start at $15,000-$20,000.But others heading out to sea want to avoid crowded ships, which have seen outbreaks of coronavirus and other infections. The National Marine Manufacturers Association says new powerboat sales surged 34% in February compared to the same time period last year.\"Inventory levels of new boats are the leanest they've ever been, and boats are being sold as soon as they hit the marketplace as manufacturers work to fulfill the backlog of orders,\" said Vicky Yu, senior director of business intelligence for NMMA. \"While new boat sales slowed in early 2021 following record sales last year, we are still seeing elevated levels as more Americans seek out boating as a way to spend quality time with loved ones.\"The trend has pushed up leisure and travel stocks like boat retailers MarineMax and Brunswick as well as sport boat maker Malibu Boats.\"It's really turning out to be a great alternative for people to stay close to home and with their family and friends and enjoy the boating lifestyle,\" MarineMax CFO Michael McLamb said in a conference call after reporting earnings April 22.Travel Stocks For Being Alone TogetherThe desire to spend more time with friends and family is also spurring RV sales. They exploded in popularity during the pandemic, and sales data this year show demand remains high.\"The rediscovery of America will continue this summer,\" Weissman said.The pandemic accelerated long-term trends favoring the outdoors, Winnebago CEO Michael Happe said in a March earnings call. That includes power sports, boating and RVs.Consumer priorities have changed, he added, toward a desire to invest in experiences vs. possessions.\"We also believe the time (spent) recently with family and friends has reinforced that they'd like to do more of that in the future,\" Happe said. \"And families and individuals will be reevaluating how they spend their leisure time going forward.\"Airbnb pointed to another sign of this trend among leisure and travel stocks. Instead of booking studio apartments in cities, more customers are booking entire homes with more bedrooms. As a result, the number of guests per reservation has increased.Work-Life RebalanceAs people pay closer attention to their well-being post-Covid, another trend to watch is high-end wellness tourism with a focus on fitness, rejuvenation and health, Weissman says. That includes yoga and spa getaways as well as packages that offer cycling and hiking activities.Meanwhile, the work-from-home shift allowed people to rethink other aspects of their lifestyle. In particular, they can try to balance work, leisure and travel differently.Wedbush analyst James Hardiman says \"2020 was proof of concept that people can be productive, even more productive, while working remotely.\"Airbnb says the share of bookings longer than 28 days jumped to 24% in Q1 from 14% in 2019. The company doesn't consider this travel.\"People are not just traveling on Airbnb,\" Chesky said. \"They're now living on Airbnb.\"Future Of Business Travel?That also has implications for business travel, which is the most lucrative segment for travel stocks like airlines.Experts say fewer workers may fly for one-day intracompany meetings. However, more crucial business will still require people to fly for in-person meetings.When it's time to show up in person, Airbnb expects workers will travel together more often. That trend also has ramifications for Airbnb stock and others. Employees who work in different cities might stay in one house when they visit headquarters. They could share meals together at the kitchen table in the morning or evening.That may be a welcome change for road warriors, who pop in an out of cities and squeeze in sightseeing along the way.\"They don't miss business travel,\" Chesky said. \"They don't miss standing in line in front of a museum or a landmark … getting a photo with a selfie stick.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921629338,"gmtCreate":1671057474724,"gmtModify":1676538481687,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"HODL","listText":"HODL","text":"HODL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921629338","repostId":"1153060846","repostType":4,"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967660052,"gmtCreate":1670314796576,"gmtModify":1676538342838,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967660052","repostId":"1114910921","repostType":4,"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058719540,"gmtCreate":1654904438780,"gmtModify":1676535529627,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"Split it up","listText":"Split it up","text":"Split it up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058719540","repostId":"2242306963","repostType":4,"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003971427,"gmtCreate":1640865725500,"gmtModify":1676533549067,"author":{"id":"3583560435779918","authorId":"3583560435779918","name":"Alyfe","avatar":"https://static.tigerbbs.com/7f28ac0057270ebe70bcb40f8d5b4bdd","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3583560435779918","authorIdStr":"3583560435779918"},"themes":[],"htmlText":"Isn’t this early Dec’s&nbsp;news?","listText":"Isn’t this early Dec’s&nbsp;news?","text":"Isn’t this early Dec’s news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003971427","repostId":"1141716709","repostType":4,"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}