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2023-09-15

Since the experts are calling it a sell , time to buy or hold !

Meta Platforms: Take Some Profit Amid DOJ-Google Antitrust Trial (Downgrade)

2023-09-13

Tiger research teams get so much wrong so often that even though I agree with them , I hope they are right this time

Meta Platforms Stock Can Stay Magnificent

2022-08-24

Weren't analysts giving 150 dollar price targets on Rivian 2 years ago ? They keep upgrading and downgrading depending on their Mood these days

How Low Can They Go? These Stock Analysts Are Issuing $0 and $1 Price Targets

2021-06-07

They didn’t mention alphabet , Disney , Walmart , southwest , Boeing … and all other S&P index stocks … amazing how so much isbeing done to dissuade people from AMC …look we all know the risk involved ..

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the experts are calling it a sell , time to buy or hold !&nbsp;","listText":"Since the experts are calling it a sell , time to buy or hold !&nbsp;","text":"Since the experts are calling it a sell , time to buy or hold !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220244444778560","repostId":"2367632409","repostType":2,"repost":{"id":"2367632409","pubTimestamp":1694789047,"share":"https://www.laohu8.com/m/news/2367632409?lang=&edition=full","pubTime":"2023-09-15 22:44","market":"us","language":"en","title":"Meta Platforms: Take Some Profit Amid DOJ-Google Antitrust Trial (Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2367632409","media":"Seekingalpha","summary":"I have been a long-term bull for Meta Platforms, Inc.My bull thesis was really simple: the value of its social platforms and its AI potential were mispriced.However, recent developments made me change","content":"<html><head></head><body><ul style=\"\"><li><p>I have been a long-term bull for <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc.</p></li><li><p>My bull thesis was really simple: the value of its social platforms and its AI potential were mispriced.</p></li><li><p>However, recent developments made me change my ratings to a HOLD.</p></li><li><p>The top concerns involved in this downgrade are the implications of the DOJ-Google antitrust trial, profitability headwinds ahead, and also expanded valuation.</p></li><li><p>Its P/E is on the cheaper end among major AI stocks, but the lack of immediate catalysts limits its return potential in the next few years.</p></li></ul><h2 id=\"id_2254050803\">META: Take Some profit at near-record prices</h2><p>Readers following my articles know that I have been arguing a bullish case for <strong>Meta Platforms, Inc.</strong> (NASDAQ: META) in the past ~2 years or so. My bullish argument was really simple: the value of its social platforms and its AI potential were mispriced (an example shown in the chart below). However, recent developments have prompted me to rethink my thesis. And my conclusion from this reevaluation is that now is a good time to take some profit as its stock prices hover near an all-time peak. In the remainder of this article, I will detail my considerations for my rating downgrade (from BUY to HOLD).</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c93349ff42e9f8b54fd904a4e48b3f7a\" tg-width=\"640\" tg-height=\"161\"/></p><p>Source: Seeking Alpha</p><p>In a nutshell, I see that the value-price gap has largely closed by now. It is true that despite the large price rallies, its P/E is on the cheaper end among major AI stocks (see the next chart below). But I do not see any major positive catalysts ahead. I anticipate such a lack of immediate catalysts, when combined with the narrow value-price gap, to limit its return potential in the next few years (as to be elaborated on in the final section). In the meantime, there are a few ongoing headwinds that could potentially pressure its profitability and growth in the midterm or even long term. I will detail the top two in my mind immediately below: the DOJ-Google antitrust trial and operation headwinds.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9dc88baf0760d2d7aa4985d920da6c6\" tg-width=\"640\" tg-height=\"106\"/></p><p>Source: Seeking Alpha</p><h2 id=\"id_2438424989\">Potential impacts from <em>Department of Justice Vs. Google</em> antitrust case</h2><p>For readers unfamiliar with the background, Google (GOOG) is currently involved in an antitrust trial against the U.S. Department of Justice (“DOJ”). It is widely regarded as the largest antitrust trial of the digital era since Microsoft’s antitrust trial about 30 years ago. The key issues surround GOOG&#39;s dominance in online search. If Google is found to have violated antitrust laws, it could be forced to divest some of its assets or change its business practices in a way that reduces its market power. This could lead to more competition in the AI industry, which could benefit consumers and businesses. In the meantime, GOOG also faces litigation over competitive practices in Europe and challenges in the U.S. over its advertising business.</p><p>Investing is all about second order thinking. Linear thinking would tell us that GOOG’s loss would be META’s gain, since they are competitors. But on the contrary, I anticipate several ways that the above antitrust cases could impact META.</p><p>First and foremost, META could face a similar trial, too. In my mind, the DOJ could apply the same arguments on META&#39;s dominance on social networks and digital ads. The DOJ’s key argument is that Google has violated antitrust laws by using its dominance in the search engine market to harm competition in other markets, such as the online advertising market. As the dominant player in the social media market and digit ad (see the chart below), META could face similar allegations, arguing that its dominance in the social networking market has allowed it to harm competition, such as digital ads and the online marketplace.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8afe1421ceca16d4dc0dc28f9682d8b0\" tg-width=\"640\" tg-height=\"491\"/></p><p>Source: Insider Intelligence</p><p>Second, even if META does not face an antitrust trial itself, the GOOG case also can indirectly impact its operations and growth, especially in future areas such as AI and virtual reality. For example, in the case Google is forced to divest assets or change its business practices, this could lead to increased costs for businesses and consumers who use Google&#39;s AI products and services, including META. Moreover, a case like this could drag on for a long time. The uncertainties created in a lengthy showdown could delay the development and adoption of innovations, such as AI technologies and virtual reality, areas in which META has placed heavy bets.</p><h2 id=\"id_3811383271\">Profitability pressure likely to persist</h2><p>In addition to the above uncertainties, META has also been facing some profitability pressure recently. As seen in the chart below, its profitability metrics have been in retreat across the board in the past 1~2 years. All major metrics such as ROIC (return on invested capital), operating margin, and profitability margin have declined by a factor of about 2x since their peak values in July 2021. To wit, its ROIC declined from a peak value of 42% in July 2021 to the current level of 24%. And operating margin declined by a similar degree, from a peak value of 37% in July 2021 to the current level of ~19%.</p><p>Looking ahead, I don’t see these profitability headwinds dissipating anytime soon. The company (and the IT sector in general as well) has been facing substantial increases in personnel salaries lately due to a range of factors. These factors included high inflation and also a tight labor market. I anticipate high operation costs to persist as inflation remains elevated.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3802cf007b000a701182b250afd7bdb\" tg-width=\"640\" tg-height=\"406\"/></p><p>Seeking Alpha</p><h2 id=\"id_2364767740\">Limited return potential</h2><p>The above profitability headwinds are also reflected in its ROCE (return on capital employed), the most important profitability metric in our view. For readers new to the concept, my earlier article has detailed discussions on the importance of ROCE and its differences compared to other profitability metrics such as ROIC and ROE. As seen in the next chart below, META’s ROCE has averaged around 46.7% in the past 3 years. And its current ROCE hovers around 37%, far below the 3-year average due to the challenges mentioned above.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d08cac87b634248f867d56568b107802\" tg-width=\"640\" tg-height=\"366\"/></p><p>Source: Author</p><p>As detailed in my earlier writings, I regard ROCE as the most important profitability metric because it’s a fundamental governing force for a business’ long-term growth. In the long term, sustainable growth rates are governed by the product of ROCE and reinvestment rate (RR, aka, the plow-back ratio). More specifically, Long-Term Growth Rate equals the product of ROCE and RR.</p><p>The next table shows my projected growth for META and the long-term return potential based on the above framework. Its RR was taken to be 10% based on my analysis of its growth CAPEX in the past 12 months. With an ROCE of 37% and an RR of 10%, it could maintain a 3.7% organic growth rate (i.e., real growth rate). At its current P/E multiples (around 23x, if you recall from the chart in Section 1), META offers an owner&#39;s earnings yield (“OEY”) of around 4.3%. Hence, the total annual return potential adds up to about 8%. In comparison, its return potential at the beginning of 2023 is in the double-digit, when its P/E was much lower and ROCE much higher (around 11%). With an 11% return potential, I see very favorable odds for market-beating performance (which it has indeed delivered). But with the current 8% expected return, the odds are much worse now.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74cccf564b0832df0f64407a5f67f4ed\" tg-width=\"640\" tg-height=\"303\"/></p><p>Source: Author</p><h2 id=\"id_541531807\">Other risks and final thoughts</h2><p>The article so far has focused on the negative catalysts. There are a few positive catalysts worth mentioning. As aforementioned, shrinking operating margin has been one of my main concerns. There are efforts undergoing at META to control expenses, which would likely combat the issue and support profitability. Moreover, despite profitability pressure, the company has been reporting moderate user growth, which ought to at least support the top-line growth. Finally, the company keeps investing in new technologies and rolling out new products. For example, it has recently introduced Threads, a new app for sharing text updates and joining public conversations. These investments and new products should pay off over time.</p><p>All told, I do not see any compelling reasons for these catalysts to outweigh my concerns. To recap, my top concerns are threefold. First, the DOJ-Google antitrust trial could create 2nd order impact for META, both in the mid and long-term. Secondly, I see several of the profitability headwinds persisting. And finally, the recent valuation expansion, combined with the ROCE decline, has limited its upside potential substantially. Based on these considerations, this article downgrades my thesis from BUY to HOLD. Given the macroscopic uncertainty and META’s historical price volatility, I suggest potential investors exercise some patience and wait for a better entry point.</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>Meta Platforms: Take Some Profit Amid DOJ-Google Antitrust Trial (Downgrade)</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\">\nMeta Platforms: Take Some Profit Amid DOJ-Google Antitrust Trial (Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-15 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4635258-meta-platforms-take-some-profit-amid-doj-google-antitrust-trial-downgrade><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I have been a long-term bull for Meta Platforms, Inc.My bull thesis was really simple: the value of its social platforms and its AI potential were mispriced.However, recent developments made me change...</p>\n\n<a href=\"https://seekingalpha.com/article/4635258-meta-platforms-take-some-profit-amid-doj-google-antitrust-trial-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://seekingalpha.com/article/4635258-meta-platforms-take-some-profit-amid-doj-google-antitrust-trial-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2367632409","content_text":"I have been a long-term bull for Meta Platforms, Inc.My bull thesis was really simple: the value of its social platforms and its AI potential were mispriced.However, recent developments made me change my ratings to a HOLD.The top concerns involved in this downgrade are the implications of the DOJ-Google antitrust trial, profitability headwinds ahead, and also expanded valuation.Its P/E is on the cheaper end among major AI stocks, but the lack of immediate catalysts limits its return potential in the next few years.META: Take Some profit at near-record pricesReaders following my articles know that I have been arguing a bullish case for Meta Platforms, Inc. (NASDAQ: META) in the past ~2 years or so. My bullish argument was really simple: the value of its social platforms and its AI potential were mispriced (an example shown in the chart below). However, recent developments have prompted me to rethink my thesis. And my conclusion from this reevaluation is that now is a good time to take some profit as its stock prices hover near an all-time peak. In the remainder of this article, I will detail my considerations for my rating downgrade (from BUY to HOLD).Source: Seeking AlphaIn a nutshell, I see that the value-price gap has largely closed by now. It is true that despite the large price rallies, its P/E is on the cheaper end among major AI stocks (see the next chart below). But I do not see any major positive catalysts ahead. I anticipate such a lack of immediate catalysts, when combined with the narrow value-price gap, to limit its return potential in the next few years (as to be elaborated on in the final section). In the meantime, there are a few ongoing headwinds that could potentially pressure its profitability and growth in the midterm or even long term. I will detail the top two in my mind immediately below: the DOJ-Google antitrust trial and operation headwinds.Source: Seeking AlphaPotential impacts from Department of Justice Vs. Google antitrust caseFor readers unfamiliar with the background, Google (GOOG) is currently involved in an antitrust trial against the U.S. Department of Justice (“DOJ”). It is widely regarded as the largest antitrust trial of the digital era since Microsoft’s antitrust trial about 30 years ago. The key issues surround GOOG's dominance in online search. If Google is found to have violated antitrust laws, it could be forced to divest some of its assets or change its business practices in a way that reduces its market power. This could lead to more competition in the AI industry, which could benefit consumers and businesses. In the meantime, GOOG also faces litigation over competitive practices in Europe and challenges in the U.S. over its advertising business.Investing is all about second order thinking. Linear thinking would tell us that GOOG’s loss would be META’s gain, since they are competitors. But on the contrary, I anticipate several ways that the above antitrust cases could impact META.First and foremost, META could face a similar trial, too. In my mind, the DOJ could apply the same arguments on META's dominance on social networks and digital ads. The DOJ’s key argument is that Google has violated antitrust laws by using its dominance in the search engine market to harm competition in other markets, such as the online advertising market. As the dominant player in the social media market and digit ad (see the chart below), META could face similar allegations, arguing that its dominance in the social networking market has allowed it to harm competition, such as digital ads and the online marketplace.Source: Insider IntelligenceSecond, even if META does not face an antitrust trial itself, the GOOG case also can indirectly impact its operations and growth, especially in future areas such as AI and virtual reality. For example, in the case Google is forced to divest assets or change its business practices, this could lead to increased costs for businesses and consumers who use Google's AI products and services, including META. Moreover, a case like this could drag on for a long time. The uncertainties created in a lengthy showdown could delay the development and adoption of innovations, such as AI technologies and virtual reality, areas in which META has placed heavy bets.Profitability pressure likely to persistIn addition to the above uncertainties, META has also been facing some profitability pressure recently. As seen in the chart below, its profitability metrics have been in retreat across the board in the past 1~2 years. All major metrics such as ROIC (return on invested capital), operating margin, and profitability margin have declined by a factor of about 2x since their peak values in July 2021. To wit, its ROIC declined from a peak value of 42% in July 2021 to the current level of 24%. And operating margin declined by a similar degree, from a peak value of 37% in July 2021 to the current level of ~19%.Looking ahead, I don’t see these profitability headwinds dissipating anytime soon. The company (and the IT sector in general as well) has been facing substantial increases in personnel salaries lately due to a range of factors. These factors included high inflation and also a tight labor market. I anticipate high operation costs to persist as inflation remains elevated.Seeking AlphaLimited return potentialThe above profitability headwinds are also reflected in its ROCE (return on capital employed), the most important profitability metric in our view. For readers new to the concept, my earlier article has detailed discussions on the importance of ROCE and its differences compared to other profitability metrics such as ROIC and ROE. As seen in the next chart below, META’s ROCE has averaged around 46.7% in the past 3 years. And its current ROCE hovers around 37%, far below the 3-year average due to the challenges mentioned above.Source: AuthorAs detailed in my earlier writings, I regard ROCE as the most important profitability metric because it’s a fundamental governing force for a business’ long-term growth. In the long term, sustainable growth rates are governed by the product of ROCE and reinvestment rate (RR, aka, the plow-back ratio). More specifically, Long-Term Growth Rate equals the product of ROCE and RR.The next table shows my projected growth for META and the long-term return potential based on the above framework. Its RR was taken to be 10% based on my analysis of its growth CAPEX in the past 12 months. With an ROCE of 37% and an RR of 10%, it could maintain a 3.7% organic growth rate (i.e., real growth rate). At its current P/E multiples (around 23x, if you recall from the chart in Section 1), META offers an owner's earnings yield (“OEY”) of around 4.3%. Hence, the total annual return potential adds up to about 8%. In comparison, its return potential at the beginning of 2023 is in the double-digit, when its P/E was much lower and ROCE much higher (around 11%). With an 11% return potential, I see very favorable odds for market-beating performance (which it has indeed delivered). But with the current 8% expected return, the odds are much worse now.Source: AuthorOther risks and final thoughtsThe article so far has focused on the negative catalysts. There are a few positive catalysts worth mentioning. As aforementioned, shrinking operating margin has been one of my main concerns. There are efforts undergoing at META to control expenses, which would likely combat the issue and support profitability. Moreover, despite profitability pressure, the company has been reporting moderate user growth, which ought to at least support the top-line growth. Finally, the company keeps investing in new technologies and rolling out new products. For example, it has recently introduced Threads, a new app for sharing text updates and joining public conversations. These investments and new products should pay off over time.All told, I do not see any compelling reasons for these catalysts to outweigh my concerns. To recap, my top concerns are threefold. First, the DOJ-Google antitrust trial could create 2nd order impact for META, both in the mid and long-term. Secondly, I see several of the profitability headwinds persisting. And finally, the recent valuation expansion, combined with the ROCE decline, has limited its upside potential substantially. Based on these considerations, this article downgrades my thesis from BUY to HOLD. Given the macroscopic uncertainty and META’s historical price volatility, I suggest potential investors exercise some patience and wait for a better entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219446631120896,"gmtCreate":1694595061108,"gmtModify":1694595505657,"author":{"id":"3583645110996929","authorId":"3583645110996929","name":"Pollster","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tiger research teams get so much wrong so often that even though I agree with them , I hope they are right this time","listText":"Tiger research teams get so much wrong so often that even though I agree with them , I hope they are right this time","text":"Tiger research teams get so much wrong so often that even though I agree with them , I hope they are right this time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219446631120896","repostId":"2367534939","repostType":2,"repost":{"id":"2367534939","pubTimestamp":1694594433,"share":"https://www.laohu8.com/m/news/2367534939?lang=&edition=full","pubTime":"2023-09-13 16:40","market":"us","language":"en","title":"Meta Platforms Stock Can Stay Magnificent","url":"https://stock-news.laohu8.com/highlight/detail?id=2367534939","media":"InvestorPlace","summary":"Meta Platforms has a lot going for it right now. Here's why META stock is the most magnificent of the \"Magnificent Seven\" stocks.","content":"<html><head></head><body><p>“Social media is the ultimate equalizer. It gives a voice and a platform to anyone willing to engage.” –Amy Jo Martin</p><p>This has not been a healthy market by any means. As I’ve noted numerous times, the vast majority of stocks have performed sub-par in what is otherwise supposed to be a strong year given pre-election dynamics. Small-caps, Europe, retailers and emerging markets have been whipsaw city.</p><p>The headline averages are being driven entirely by the “Magnificent Seven” of <strong>Apple </strong>(NASDAQ: <strong><u>AAPL</u></strong>), <strong>Microsoft </strong>(NASDAQ: <strong><u>MSFT</u></strong>), <strong>Alphabet </strong>(NASDAQ: <strong><u>GOOG</u></strong>, NASDAQ: <strong><u>GOOGL</u></strong>), <strong>Amazon </strong>(NASDAQ: <strong><u>AMZN</u></strong>), <strong>Nvidia </strong>(NASDAQ: <strong><u>NVDA</u></strong>), <strong>Tesla </strong>(NASDAQ: <strong><u>TSLA</u></strong>) and <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> </strong>(NASDAQ: <strong><u>META</u></strong>). These will all at some point be sources of liquidity when volatility hits.</p><blockquote><p>The weight of the biggest 5 stocks in the S&amp;P 500 is at an all-time high.</p><p>You are being fooled by idiosyncratic risk.</p><p>WAKE UP. pic.twitter.com/2IHMUSQVBc</p><p>— Michael A. Gayed, CFA (@leadlagreport) September 7, 2023</p></blockquote><p>Of the Magnificent Seven, I believe Meta is the most logical one to favor for now. Whether it’s the focus on artificial intelligence (AI), the expansion into Threads, or the company’s data-driven business model, I think the opportunities are substantial for Meta with a valuation multiple that is not too expensive.</p><p>Meta is the parent company of the world’s largest social networks, including Facebook, Instagram, Messenger and WhatsApp. With billions of daily active users, Meta’s platforms have fundamentally changed the way people interact, share information and conduct business. That information that Meta has on each of us — like it or not — is its edge.</p><h2 id=\"id_1663147989\">Meta Platforms’ ‘Year of Efficiency’</h2><p>Meta’s primary source of revenue is advertising. The company’s vast user base and sophisticated algorithms allow advertisers to target their ads based on various parameters including age, gender, location, interests and behaviors.</p><p>More than 98% of Meta’s revenue in the second quarter of 2023 came from advertising. This figure is projected to grow as Meta continues to meaningfully improve its ad targeting capabilities. As Threads grows and inevitably has advertising as a standalone network, and as the company’s AI initiatives expand, advertising revenue likely continues to benefit.</p><p>It’s more than just revenue, of course. This year has marked Meta’s “Year of Efficiency,” a strategic initiative focused on reducing costs and increasing operational efficiency. This initiative has resulted in significant margin expansion and improved bottom-line performance. One of the key strategies was aggressive cost-cutting. The company successfully streamlined its operations, resulting in improved operating margins.</p><p>Another critical aspect of theYear of Efficiency was its investment in AI. By leveraging advanced machine-learning algorithms, Meta has been able to improve its content recommendation systems, ad targeting capabilities and overall platform efficiency. AI will likely play a crucial role in Meta’s business strategy going forward.</p><h2 id=\"id_3601994130\">The Bottom Line on META Stock</h2><p>The stock has been on fire, and outperformed the <strong>S&amp;P 500</strong> meaningfully since the start of the year. The trend is still up for now, and it could reclaim its relative standing peak it had back in 2020. Relative to Nvidia and other AI plays, the stock is cheap and can continue to grab investor attention independent of short-to-intermediate-term volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a25c0d684f414f0ba52f69bdb225f5\" tg-width=\"624\" tg-height=\"280\"/></p><p>Source: Source: StockCharts.com</p><p>Despite the strong performance in META stock, Meta’s valuation remains attractive compared to its peers. As of September 2023, Meta’s stock was trading at a price-to-earnings (P/E) ratio of 35.6, which is a discount compared to other large-cap tech stocks. Against the other Magnificent Seven, it’s the second cheapest after Microsoft, which I’m also favorable on longer-term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0caf9f187762289c7efbbf98907aae12\" tg-width=\"624\" tg-height=\"173\"/></p><p>The bottom line is that Meta will likely only become more of a dominant player in the global digital landscape. This is largely due to its strong growth prospects and attractive valuation. Its strategic focus on AI, expansion into Threads, and data-driven business model position the company well for future growth. Timing is everything, but I suspect META stock is one to unequivocally focus more time and energy on as opposed to just chase, as we’ve seen with stocks like NVDA.</p></body></html>","source":"investorplace_stock_picks","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>Meta Platforms Stock Can Stay Magnificent</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\">\nMeta Platforms Stock Can Stay Magnificent\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-13 16:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/09/meta-platforms-stock-can-stay-magnificent/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“Social media is the ultimate equalizer. It gives a voice and a platform to anyone willing to engage.” –Amy Jo MartinThis has not been a healthy market by any means. As I’ve noted numerous times, the ...</p>\n\n<a href=\"https://investorplace.com/2023/09/meta-platforms-stock-can-stay-magnificent/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://investorplace.com/2023/09/meta-platforms-stock-can-stay-magnificent/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367534939","content_text":"“Social media is the ultimate equalizer. It gives a voice and a platform to anyone willing to engage.” –Amy Jo MartinThis has not been a healthy market by any means. As I’ve noted numerous times, the vast majority of stocks have performed sub-par in what is otherwise supposed to be a strong year given pre-election dynamics. Small-caps, Europe, retailers and emerging markets have been whipsaw city.The headline averages are being driven entirely by the “Magnificent Seven” of Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOG, NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Nvidia (NASDAQ: NVDA), Tesla (NASDAQ: TSLA) and Meta Platforms (NASDAQ: META). These will all at some point be sources of liquidity when volatility hits.The weight of the biggest 5 stocks in the S&P 500 is at an all-time high.You are being fooled by idiosyncratic risk.WAKE UP. pic.twitter.com/2IHMUSQVBc— Michael A. Gayed, CFA (@leadlagreport) September 7, 2023Of the Magnificent Seven, I believe Meta is the most logical one to favor for now. Whether it’s the focus on artificial intelligence (AI), the expansion into Threads, or the company’s data-driven business model, I think the opportunities are substantial for Meta with a valuation multiple that is not too expensive.Meta is the parent company of the world’s largest social networks, including Facebook, Instagram, Messenger and WhatsApp. With billions of daily active users, Meta’s platforms have fundamentally changed the way people interact, share information and conduct business. That information that Meta has on each of us — like it or not — is its edge.Meta Platforms’ ‘Year of Efficiency’Meta’s primary source of revenue is advertising. The company’s vast user base and sophisticated algorithms allow advertisers to target their ads based on various parameters including age, gender, location, interests and behaviors.More than 98% of Meta’s revenue in the second quarter of 2023 came from advertising. This figure is projected to grow as Meta continues to meaningfully improve its ad targeting capabilities. As Threads grows and inevitably has advertising as a standalone network, and as the company’s AI initiatives expand, advertising revenue likely continues to benefit.It’s more than just revenue, of course. This year has marked Meta’s “Year of Efficiency,” a strategic initiative focused on reducing costs and increasing operational efficiency. This initiative has resulted in significant margin expansion and improved bottom-line performance. One of the key strategies was aggressive cost-cutting. The company successfully streamlined its operations, resulting in improved operating margins.Another critical aspect of theYear of Efficiency was its investment in AI. By leveraging advanced machine-learning algorithms, Meta has been able to improve its content recommendation systems, ad targeting capabilities and overall platform efficiency. AI will likely play a crucial role in Meta’s business strategy going forward.The Bottom Line on META StockThe stock has been on fire, and outperformed the S&P 500 meaningfully since the start of the year. The trend is still up for now, and it could reclaim its relative standing peak it had back in 2020. Relative to Nvidia and other AI plays, the stock is cheap and can continue to grab investor attention independent of short-to-intermediate-term volatility.Source: Source: StockCharts.comDespite the strong performance in META stock, Meta’s valuation remains attractive compared to its peers. As of September 2023, Meta’s stock was trading at a price-to-earnings (P/E) ratio of 35.6, which is a discount compared to other large-cap tech stocks. Against the other Magnificent Seven, it’s the second cheapest after Microsoft, which I’m also favorable on longer-term.The bottom line is that Meta will likely only become more of a dominant player in the global digital landscape. This is largely due to its strong growth prospects and attractive valuation. Its strategic focus on AI, expansion into Threads, and data-driven business model position the company well for future growth. Timing is everything, but I suspect META stock is one to unequivocally focus more time and energy on as opposed to just chase, as we’ve seen with stocks like NVDA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992583659,"gmtCreate":1661339844373,"gmtModify":1676536499321,"author":{"id":"3583645110996929","authorId":"3583645110996929","name":"Pollster","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Weren't analysts giving 150 dollar price targets on Rivian 2 years ago ? They keep upgrading and downgrading depending on their Mood &nbsp;these days&nbsp;","listText":"Weren't analysts giving 150 dollar price targets on Rivian 2 years ago ? They keep upgrading and downgrading depending on their Mood &nbsp;these days&nbsp;","text":"Weren't analysts giving 150 dollar price targets on Rivian 2 years ago ? They keep upgrading and downgrading depending on their Mood these days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992583659","repostId":"2261427651","repostType":2,"repost":{"id":"2261427651","pubTimestamp":1661335173,"share":"https://www.laohu8.com/m/news/2261427651?lang=&edition=full","pubTime":"2022-08-24 17:59","market":"hk","language":"en","title":"How Low Can They Go? These Stock Analysts Are Issuing $0 and $1 Price Targets","url":"https://stock-news.laohu8.com/highlight/detail?id=2261427651","media":"CNN Business","summary":"Wall Street analysts are typically — to quote an old REM song — shiny happy people. They don't often issue overly skeptical research reports on the companies they cover. And they tend not to ask executives tough questions on earnings calls, leaning toward a more \"Great quarter, guys!\" approach.","content":"<html><head></head><body><p><b>New York (CNN Business) - </b>Wall Street analysts are typically — to quote an old REM song — shiny happy people. They don&#39;t often issue overly skeptical research reports on the companies they cover. And they tend not to ask executives tough questions on earnings calls, leaning toward a more &#34;Great quarter, guys!&#34; approach.</p><p>So when analysts do issue highly bearish coverage of companies, it&#39;s worth paying attention. And lately there have been a brave few who have dared to be more critical.</p><p>Loop Capital analyst Anthony Chukumba, for one, recently set a $1 target for shares of Bed Bath &amp; Beyond (BBBY), the stock that enjoyed a dramatic rise and equally stunning fall last week after GameStop (GME) chairman Ryan Cohen decided to sell his stake in the home goods retailer.</p><p>In his most recent report, Chukumba warned of worries the chain&#39;s vendors could demand more onerous payments from the company, which could put Bed Bath &amp; Beyond into a &#34;death spiral.&#34;</p><p>Bed Bath &amp; Beyond isn&#39;t the only meme stock that&#39;s come under more intense scrutiny as of late.</p><p>Eric Handler of MKM Partners has a $1 target on movie theater chain AMC (AMC), citing concerns about the company&#39;s valuation and doubts about the broader comeback for Hollywood at the box office. Many potential moviegoers are now opting to stay home and watch the latest releases on streaming platforms.</p><p>Another analyst has outdone Chukumba and Handler when it comes to doom and gloom.</p><p>David Trainer, CEO of New Constructs, an investment research firm, has $0 price targets on GameStop, DoorDash and electric vehicle maker Rivian. It&#39;s the stock picker&#39;s equivalent of bidding $1 on an over-hyped &#34;The Price is Right&#34; Showcase Showdown.</p><p>Trainer noted concerns about the amount of cash the three firms are burning through to try to stay competitive. He referred to the stocks as &#34;zombies,&#34; implying that the companies could potentially need to file for bankruptcy.</p><p>Typically, Chapter 11 filings wipe out value for stock owners as bondholders and other creditors are first in line to get paid back.</p><p>It&#39;s worth pointing out that none of these analysts are well-known names or work for major Wall Street firms. But even some analysts at big investment banks are starting to put out more critical coverage of blue chip stocks.</p><p>Analysts are going as far as putting actual  &#34;sell&#34; ratings on stocks instead of merely lowering them to a &#34;hold&#34; — which investors typically interpret as a nicer way of saying &#34;sell.&#34;</p><p>Morgan Stanley&#39;s Jamie Rollo put out a report on cruise line Carnival (CCL) in late June that outlined a worst case scenario of $0 for the stock if the global economy weakened significantly.Deutsche Bank&#39;s George Hill slapped a $1 price target on struggling drugstore chain Rite Aid (RAD) earlier this year. Hill has since boosted his target to $4, but that is still nearly 50% below the current price. Hill has also maintained his &#34;sell&#34; rating on the stock.</p></body></html>","source":"cnn_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Low Can They Go? These Stock Analysts Are Issuing $0 and $1 Price Targets</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\">\nHow Low Can They Go? These Stock Analysts Are Issuing $0 and $1 Price Targets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 17:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/08/23/investing/stocks-low-price-targets/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - Wall Street analysts are typically — to quote an old REM song — shiny happy people. They don't often issue overly skeptical research reports on the companies they cover. And ...</p>\n\n<a href=\"https://edition.cnn.com/2022/08/23/investing/stocks-low-price-targets/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DASH":"DoorDash, Inc.","AMC":"AMC院线","CCL":"嘉年华邮轮","RIVN":"Rivian Automotive, Inc.","GME":"游戏驿站","BBBY":"3B家居","RAD":"来德爱"},"source_url":"https://edition.cnn.com/2022/08/23/investing/stocks-low-price-targets/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261427651","content_text":"New York (CNN Business) - Wall Street analysts are typically — to quote an old REM song — shiny happy people. They don't often issue overly skeptical research reports on the companies they cover. And they tend not to ask executives tough questions on earnings calls, leaning toward a more \"Great quarter, guys!\" approach.So when analysts do issue highly bearish coverage of companies, it's worth paying attention. And lately there have been a brave few who have dared to be more critical.Loop Capital analyst Anthony Chukumba, for one, recently set a $1 target for shares of Bed Bath & Beyond (BBBY), the stock that enjoyed a dramatic rise and equally stunning fall last week after GameStop (GME) chairman Ryan Cohen decided to sell his stake in the home goods retailer.In his most recent report, Chukumba warned of worries the chain's vendors could demand more onerous payments from the company, which could put Bed Bath & Beyond into a \"death spiral.\"Bed Bath & Beyond isn't the only meme stock that's come under more intense scrutiny as of late.Eric Handler of MKM Partners has a $1 target on movie theater chain AMC (AMC), citing concerns about the company's valuation and doubts about the broader comeback for Hollywood at the box office. Many potential moviegoers are now opting to stay home and watch the latest releases on streaming platforms.Another analyst has outdone Chukumba and Handler when it comes to doom and gloom.David Trainer, CEO of New Constructs, an investment research firm, has $0 price targets on GameStop, DoorDash and electric vehicle maker Rivian. It's the stock picker's equivalent of bidding $1 on an over-hyped \"The Price is Right\" Showcase Showdown.Trainer noted concerns about the amount of cash the three firms are burning through to try to stay competitive. He referred to the stocks as \"zombies,\" implying that the companies could potentially need to file for bankruptcy.Typically, Chapter 11 filings wipe out value for stock owners as bondholders and other creditors are first in line to get paid back.It's worth pointing out that none of these analysts are well-known names or work for major Wall Street firms. But even some analysts at big investment banks are starting to put out more critical coverage of blue chip stocks.Analysts are going as far as putting actual  \"sell\" ratings on stocks instead of merely lowering them to a \"hold\" — which investors typically interpret as a nicer way of saying \"sell.\"Morgan Stanley's Jamie Rollo put out a report on cruise line Carnival (CCL) in late June that outlined a worst case scenario of $0 for the stock if the global economy weakened significantly.Deutsche Bank's George Hill slapped a $1 price target on struggling drugstore chain Rite Aid (RAD) earlier this year. Hill has since boosted his target to $4, but that is still nearly 50% below the current price. Hill has also maintained his \"sell\" rating on the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114830923,"gmtCreate":1623063821762,"gmtModify":1704195279312,"author":{"id":"3583645110996929","authorId":"3583645110996929","name":"Pollster","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"They didn’t mention alphabet , Disney , Walmart , southwest , Boeing … and all other S&amp;P index stocks … amazing how so much isbeing done to dissuade people from AMC …look we all know the risk involved ..&nbsp;","listText":"They didn’t mention alphabet , Disney , Walmart , southwest , Boeing … and all other S&amp;P index stocks … amazing how so much isbeing done to dissuade people from AMC …look we all know the risk involved ..&nbsp;","text":"They didn’t mention alphabet , Disney , Walmart , southwest , Boeing … and all other S&P index stocks … amazing how so much isbeing done to dissuade people from AMC …look we all know the risk involved ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114830923","repostId":"2141286115","repostType":4,"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":114830923,"gmtCreate":1623063821762,"gmtModify":1704195279312,"author":{"id":"3583645110996929","authorId":"3583645110996929","name":"Pollster","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"They didn’t mention alphabet , Disney , Walmart , southwest , Boeing … and all other S&amp;P index stocks … amazing how so much isbeing done to dissuade people from AMC …look we all know the risk involved ..&nbsp;","listText":"They didn’t mention alphabet , Disney , Walmart , southwest , Boeing … and all other S&amp;P index stocks … amazing how so much isbeing done to dissuade people from AMC …look we all know the risk involved ..&nbsp;","text":"They didn’t mention alphabet , Disney , Walmart , southwest , Boeing … and all other S&P index stocks … amazing how so much isbeing done to dissuade people from AMC …look we all know the risk involved ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114830923","repostId":"2141286115","repostType":4,"repost":{"id":"2141286115","pubTimestamp":1623052500,"share":"https://www.laohu8.com/m/news/2141286115?lang=&edition=full","pubTime":"2021-06-07 15:55","market":"us","language":"en","title":"3 Robinhood Stocks That Could Make You a Lot Richer Than AMC Will","url":"https://stock-news.laohu8.com/highlight/detail?id=2141286115","media":"Motley Fool","summary":"The long-term prospects look much brighter for these great companies.","content":"<p>There's a good reason why <b>AMC Entertainment</b> ranks as the third most popular stock for Robinhood investors. Shares of the theater chain have skyrocketed more than 2,500% so far this year. Most of those gains have come over the last few weeks.</p><p>Investors are deluding themselves if they think that kind of momentum for AMC is sustainable. However, there are other popular Robinhood stocks that do have attractive growth prospects. Here are three Robinhood stocks that could make you a lot richer than AMC will going forward.</p><p><img src=\"https://static.tigerbbs.com/8615f62a24d693e4bc1bbaeadc93a39c\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p>Image source: Getty Images.</p><h2><a href=\"https://laohu8.com/S/FB\">Facebook</a></h2><p>Don't believe for <a href=\"https://laohu8.com/S/AONE\">one</a> second that lots of people have thrown in the towel on&nbsp;<b>Facebook</b> (NASDAQ:FB). The social media giant's number of monthly active users has continued to climb, topping 2.85 billion in the first quarter of 2021. Meanwhile, the number of frequent moviegoers -- AMC's prime customers -- was slipping in 2019 before anyone had ever heard of COVID-19.</p><p>Facebook is working hard to build a trillion-dollar empire. One key component of this effort is to continue attracting users to its social media platforms so that it can sell more ads. However, the company isn't just focused on social media. CEO Mark Zuckerberg highlighted three areas in Facebook's Q1 update that could be massive growth drivers in the future -- augmented and virtual reality (AR/VR), commerce, and the \"creator economy.\"</p><p>The company is already a leader in VR with its Oculus devices. Facebook and Ray-Ban have first-generation AR smart glasses on the way. It's also developing new devices including haptic gloves plus a virtual world called Horizon. Zuckerberg thinks that AR and VR will \"unlock a massive amount of value\" over time.</p><p>As for e-commerce, more than 1 billion people already visit Facebook Marketplace each month. Facebook recently launched Shops, an online storefront platform that has more than 250 million monthly visitors. The company is also developing a platform and tools that support the creator economy, including options for content creators to monetize their offerings.</p><h2>Moderna</h2><p><b>Moderna</b> (NASDAQ:MRNA) stands as <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the key reasons why AMC could see its fortunes improve in 2021. The COVID-19 vaccine developed by Moderna has been given to millions of Americans and remains one of only three vaccines to secure U.S. Emergency Use Authorization so far.</p><p>As of its Q1 update in early May, Moderna had advanced purchase agreements in place for its COVID-19 vaccine totaling more than $19 billion. Since then, the company has picked up additional supply deals.</p><p>Moderna seems likely to make even more money next year than it will in 2021. Beyond 2022, the company anticipates that emerging coronavirus variants will result in the need for annual vaccinations.</p><p>But is all of this growth already priced into the biotech stock? Nope. Moderna's shares currently trade at only nine times expected earnings. With plenty of other pipeline candidates based on its messenger RNA technology potentially on the way, Moderna could easily make investors who hold on for the long run much richer.</p><h2>Square</h2><p>Like AMC,&nbsp;<b>Square</b> (NYSE:SQ) should directly benefit from the reopening of the U.S. economy. The company's seller ecosystem serves many small and medium-sized businesses that were hurt by the COVID-19 pandemic.</p><p>Square will likely be in a position to offer these business customers even more value going forward. It plans to introduce business checking and savings accounts, according to a recent Bloomberg report. This move isn't surprising, as Square hasn't made a secret of its desire to transition into banking services.</p><p>The company's biggest growth driver, though, is its Cash App ecosystem. Cash App currently supports a wide range of features, including peer-to-peer payments, a credit card, and buying and selling stocks and <b>Bitcoin</b>.</p><p>Probably the biggest knock against Square is its valuation. The stock trades at more than 150 times expected earnings. That valuation is still more attractive than AMC's, though. More importantly, the shift to a cashless society seems unstoppable. Square's growth prospects for both its seller and Cash App ecosystems make a premium price worth paying.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Robinhood Stocks That Could Make You a Lot Richer Than AMC Will</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Robinhood Stocks That Could Make You a Lot Richer Than AMC Will\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-07 15:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/06/3-robinhood-stocks-that-could-make-you-a-lot-riche/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's a good reason why AMC Entertainment ranks as the third most popular stock for Robinhood investors. Shares of the theater chain have skyrocketed more than 2,500% so far this year. Most of those...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/06/3-robinhood-stocks-that-could-make-you-a-lot-riche/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/06/06/3-robinhood-stocks-that-could-make-you-a-lot-riche/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2141286115","content_text":"There's a good reason why AMC Entertainment ranks as the third most popular stock for Robinhood investors. Shares of the theater chain have skyrocketed more than 2,500% so far this year. Most of those gains have come over the last few weeks.Investors are deluding themselves if they think that kind of momentum for AMC is sustainable. However, there are other popular Robinhood stocks that do have attractive growth prospects. Here are three Robinhood stocks that could make you a lot richer than AMC will going forward.Image source: Getty Images.FacebookDon't believe for one second that lots of people have thrown in the towel on Facebook (NASDAQ:FB). The social media giant's number of monthly active users has continued to climb, topping 2.85 billion in the first quarter of 2021. Meanwhile, the number of frequent moviegoers -- AMC's prime customers -- was slipping in 2019 before anyone had ever heard of COVID-19.Facebook is working hard to build a trillion-dollar empire. One key component of this effort is to continue attracting users to its social media platforms so that it can sell more ads. However, the company isn't just focused on social media. CEO Mark Zuckerberg highlighted three areas in Facebook's Q1 update that could be massive growth drivers in the future -- augmented and virtual reality (AR/VR), commerce, and the \"creator economy.\"The company is already a leader in VR with its Oculus devices. Facebook and Ray-Ban have first-generation AR smart glasses on the way. It's also developing new devices including haptic gloves plus a virtual world called Horizon. Zuckerberg thinks that AR and VR will \"unlock a massive amount of value\" over time.As for e-commerce, more than 1 billion people already visit Facebook Marketplace each month. Facebook recently launched Shops, an online storefront platform that has more than 250 million monthly visitors. The company is also developing a platform and tools that support the creator economy, including options for content creators to monetize their offerings.ModernaModerna (NASDAQ:MRNA) stands as one of the key reasons why AMC could see its fortunes improve in 2021. The COVID-19 vaccine developed by Moderna has been given to millions of Americans and remains one of only three vaccines to secure U.S. Emergency Use Authorization so far.As of its Q1 update in early May, Moderna had advanced purchase agreements in place for its COVID-19 vaccine totaling more than $19 billion. Since then, the company has picked up additional supply deals.Moderna seems likely to make even more money next year than it will in 2021. Beyond 2022, the company anticipates that emerging coronavirus variants will result in the need for annual vaccinations.But is all of this growth already priced into the biotech stock? Nope. Moderna's shares currently trade at only nine times expected earnings. With plenty of other pipeline candidates based on its messenger RNA technology potentially on the way, Moderna could easily make investors who hold on for the long run much richer.SquareLike AMC, Square (NYSE:SQ) should directly benefit from the reopening of the U.S. economy. The company's seller ecosystem serves many small and medium-sized businesses that were hurt by the COVID-19 pandemic.Square will likely be in a position to offer these business customers even more value going forward. It plans to introduce business checking and savings accounts, according to a recent Bloomberg report. This move isn't surprising, as Square hasn't made a secret of its desire to transition into banking services.The company's biggest growth driver, though, is its Cash App ecosystem. Cash App currently supports a wide range of features, including peer-to-peer payments, a credit card, and buying and selling stocks and Bitcoin.Probably the biggest knock against Square is its valuation. The stock trades at more than 150 times expected earnings. That valuation is still more attractive than AMC's, though. More importantly, the shift to a cashless society seems unstoppable. Square's growth prospects for both its seller and Cash App ecosystems make a premium price worth paying.","news_type":1},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":220244444778560,"gmtCreate":1694791865090,"gmtModify":1694792826265,"author":{"id":"3583645110996929","authorId":"3583645110996929","name":"Pollster","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Since the experts are calling it a sell , time to buy or hold !&nbsp;","listText":"Since the experts are calling it a sell , time to buy or hold !&nbsp;","text":"Since the experts are calling it a sell , time to buy or hold !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/220244444778560","repostId":"2367632409","repostType":2,"repost":{"id":"2367632409","pubTimestamp":1694789047,"share":"https://www.laohu8.com/m/news/2367632409?lang=&edition=full","pubTime":"2023-09-15 22:44","market":"us","language":"en","title":"Meta Platforms: Take Some Profit Amid DOJ-Google Antitrust Trial (Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2367632409","media":"Seekingalpha","summary":"I have been a long-term bull for Meta Platforms, Inc.My bull thesis was really simple: the value of its social platforms and its AI potential were mispriced.However, recent developments made me change","content":"<html><head></head><body><ul style=\"\"><li><p>I have been a long-term bull for <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc.</p></li><li><p>My bull thesis was really simple: the value of its social platforms and its AI potential were mispriced.</p></li><li><p>However, recent developments made me change my ratings to a HOLD.</p></li><li><p>The top concerns involved in this downgrade are the implications of the DOJ-Google antitrust trial, profitability headwinds ahead, and also expanded valuation.</p></li><li><p>Its P/E is on the cheaper end among major AI stocks, but the lack of immediate catalysts limits its return potential in the next few years.</p></li></ul><h2 id=\"id_2254050803\">META: Take Some profit at near-record prices</h2><p>Readers following my articles know that I have been arguing a bullish case for <strong>Meta Platforms, Inc.</strong> (NASDAQ: META) in the past ~2 years or so. My bullish argument was really simple: the value of its social platforms and its AI potential were mispriced (an example shown in the chart below). However, recent developments have prompted me to rethink my thesis. And my conclusion from this reevaluation is that now is a good time to take some profit as its stock prices hover near an all-time peak. In the remainder of this article, I will detail my considerations for my rating downgrade (from BUY to HOLD).</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c93349ff42e9f8b54fd904a4e48b3f7a\" tg-width=\"640\" tg-height=\"161\"/></p><p>Source: Seeking Alpha</p><p>In a nutshell, I see that the value-price gap has largely closed by now. It is true that despite the large price rallies, its P/E is on the cheaper end among major AI stocks (see the next chart below). But I do not see any major positive catalysts ahead. I anticipate such a lack of immediate catalysts, when combined with the narrow value-price gap, to limit its return potential in the next few years (as to be elaborated on in the final section). In the meantime, there are a few ongoing headwinds that could potentially pressure its profitability and growth in the midterm or even long term. I will detail the top two in my mind immediately below: the DOJ-Google antitrust trial and operation headwinds.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9dc88baf0760d2d7aa4985d920da6c6\" tg-width=\"640\" tg-height=\"106\"/></p><p>Source: Seeking Alpha</p><h2 id=\"id_2438424989\">Potential impacts from <em>Department of Justice Vs. Google</em> antitrust case</h2><p>For readers unfamiliar with the background, Google (GOOG) is currently involved in an antitrust trial against the U.S. Department of Justice (“DOJ”). It is widely regarded as the largest antitrust trial of the digital era since Microsoft’s antitrust trial about 30 years ago. The key issues surround GOOG&#39;s dominance in online search. If Google is found to have violated antitrust laws, it could be forced to divest some of its assets or change its business practices in a way that reduces its market power. This could lead to more competition in the AI industry, which could benefit consumers and businesses. In the meantime, GOOG also faces litigation over competitive practices in Europe and challenges in the U.S. over its advertising business.</p><p>Investing is all about second order thinking. Linear thinking would tell us that GOOG’s loss would be META’s gain, since they are competitors. But on the contrary, I anticipate several ways that the above antitrust cases could impact META.</p><p>First and foremost, META could face a similar trial, too. In my mind, the DOJ could apply the same arguments on META&#39;s dominance on social networks and digital ads. The DOJ’s key argument is that Google has violated antitrust laws by using its dominance in the search engine market to harm competition in other markets, such as the online advertising market. As the dominant player in the social media market and digit ad (see the chart below), META could face similar allegations, arguing that its dominance in the social networking market has allowed it to harm competition, such as digital ads and the online marketplace.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8afe1421ceca16d4dc0dc28f9682d8b0\" tg-width=\"640\" tg-height=\"491\"/></p><p>Source: Insider Intelligence</p><p>Second, even if META does not face an antitrust trial itself, the GOOG case also can indirectly impact its operations and growth, especially in future areas such as AI and virtual reality. For example, in the case Google is forced to divest assets or change its business practices, this could lead to increased costs for businesses and consumers who use Google&#39;s AI products and services, including META. Moreover, a case like this could drag on for a long time. The uncertainties created in a lengthy showdown could delay the development and adoption of innovations, such as AI technologies and virtual reality, areas in which META has placed heavy bets.</p><h2 id=\"id_3811383271\">Profitability pressure likely to persist</h2><p>In addition to the above uncertainties, META has also been facing some profitability pressure recently. As seen in the chart below, its profitability metrics have been in retreat across the board in the past 1~2 years. All major metrics such as ROIC (return on invested capital), operating margin, and profitability margin have declined by a factor of about 2x since their peak values in July 2021. To wit, its ROIC declined from a peak value of 42% in July 2021 to the current level of 24%. And operating margin declined by a similar degree, from a peak value of 37% in July 2021 to the current level of ~19%.</p><p>Looking ahead, I don’t see these profitability headwinds dissipating anytime soon. The company (and the IT sector in general as well) has been facing substantial increases in personnel salaries lately due to a range of factors. These factors included high inflation and also a tight labor market. I anticipate high operation costs to persist as inflation remains elevated.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3802cf007b000a701182b250afd7bdb\" tg-width=\"640\" tg-height=\"406\"/></p><p>Seeking Alpha</p><h2 id=\"id_2364767740\">Limited return potential</h2><p>The above profitability headwinds are also reflected in its ROCE (return on capital employed), the most important profitability metric in our view. For readers new to the concept, my earlier article has detailed discussions on the importance of ROCE and its differences compared to other profitability metrics such as ROIC and ROE. As seen in the next chart below, META’s ROCE has averaged around 46.7% in the past 3 years. And its current ROCE hovers around 37%, far below the 3-year average due to the challenges mentioned above.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d08cac87b634248f867d56568b107802\" tg-width=\"640\" tg-height=\"366\"/></p><p>Source: Author</p><p>As detailed in my earlier writings, I regard ROCE as the most important profitability metric because it’s a fundamental governing force for a business’ long-term growth. In the long term, sustainable growth rates are governed by the product of ROCE and reinvestment rate (RR, aka, the plow-back ratio). More specifically, Long-Term Growth Rate equals the product of ROCE and RR.</p><p>The next table shows my projected growth for META and the long-term return potential based on the above framework. Its RR was taken to be 10% based on my analysis of its growth CAPEX in the past 12 months. With an ROCE of 37% and an RR of 10%, it could maintain a 3.7% organic growth rate (i.e., real growth rate). At its current P/E multiples (around 23x, if you recall from the chart in Section 1), META offers an owner&#39;s earnings yield (“OEY”) of around 4.3%. Hence, the total annual return potential adds up to about 8%. In comparison, its return potential at the beginning of 2023 is in the double-digit, when its P/E was much lower and ROCE much higher (around 11%). With an 11% return potential, I see very favorable odds for market-beating performance (which it has indeed delivered). But with the current 8% expected return, the odds are much worse now.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74cccf564b0832df0f64407a5f67f4ed\" tg-width=\"640\" tg-height=\"303\"/></p><p>Source: Author</p><h2 id=\"id_541531807\">Other risks and final thoughts</h2><p>The article so far has focused on the negative catalysts. There are a few positive catalysts worth mentioning. As aforementioned, shrinking operating margin has been one of my main concerns. There are efforts undergoing at META to control expenses, which would likely combat the issue and support profitability. Moreover, despite profitability pressure, the company has been reporting moderate user growth, which ought to at least support the top-line growth. Finally, the company keeps investing in new technologies and rolling out new products. For example, it has recently introduced Threads, a new app for sharing text updates and joining public conversations. These investments and new products should pay off over time.</p><p>All told, I do not see any compelling reasons for these catalysts to outweigh my concerns. To recap, my top concerns are threefold. First, the DOJ-Google antitrust trial could create 2nd order impact for META, both in the mid and long-term. Secondly, I see several of the profitability headwinds persisting. And finally, the recent valuation expansion, combined with the ROCE decline, has limited its upside potential substantially. Based on these considerations, this article downgrades my thesis from BUY to HOLD. Given the macroscopic uncertainty and META’s historical price volatility, I suggest potential investors exercise some patience and wait for a better entry point.</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>Meta Platforms: Take Some Profit Amid DOJ-Google Antitrust Trial (Downgrade)</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\">\nMeta Platforms: Take Some Profit Amid DOJ-Google Antitrust Trial (Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-15 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4635258-meta-platforms-take-some-profit-amid-doj-google-antitrust-trial-downgrade><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I have been a long-term bull for Meta Platforms, Inc.My bull thesis was really simple: the value of its social platforms and its AI potential were mispriced.However, recent developments made me change...</p>\n\n<a href=\"https://seekingalpha.com/article/4635258-meta-platforms-take-some-profit-amid-doj-google-antitrust-trial-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://seekingalpha.com/article/4635258-meta-platforms-take-some-profit-amid-doj-google-antitrust-trial-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2367632409","content_text":"I have been a long-term bull for Meta Platforms, Inc.My bull thesis was really simple: the value of its social platforms and its AI potential were mispriced.However, recent developments made me change my ratings to a HOLD.The top concerns involved in this downgrade are the implications of the DOJ-Google antitrust trial, profitability headwinds ahead, and also expanded valuation.Its P/E is on the cheaper end among major AI stocks, but the lack of immediate catalysts limits its return potential in the next few years.META: Take Some profit at near-record pricesReaders following my articles know that I have been arguing a bullish case for Meta Platforms, Inc. (NASDAQ: META) in the past ~2 years or so. My bullish argument was really simple: the value of its social platforms and its AI potential were mispriced (an example shown in the chart below). However, recent developments have prompted me to rethink my thesis. And my conclusion from this reevaluation is that now is a good time to take some profit as its stock prices hover near an all-time peak. In the remainder of this article, I will detail my considerations for my rating downgrade (from BUY to HOLD).Source: Seeking AlphaIn a nutshell, I see that the value-price gap has largely closed by now. It is true that despite the large price rallies, its P/E is on the cheaper end among major AI stocks (see the next chart below). But I do not see any major positive catalysts ahead. I anticipate such a lack of immediate catalysts, when combined with the narrow value-price gap, to limit its return potential in the next few years (as to be elaborated on in the final section). In the meantime, there are a few ongoing headwinds that could potentially pressure its profitability and growth in the midterm or even long term. I will detail the top two in my mind immediately below: the DOJ-Google antitrust trial and operation headwinds.Source: Seeking AlphaPotential impacts from Department of Justice Vs. Google antitrust caseFor readers unfamiliar with the background, Google (GOOG) is currently involved in an antitrust trial against the U.S. Department of Justice (“DOJ”). It is widely regarded as the largest antitrust trial of the digital era since Microsoft’s antitrust trial about 30 years ago. The key issues surround GOOG's dominance in online search. If Google is found to have violated antitrust laws, it could be forced to divest some of its assets or change its business practices in a way that reduces its market power. This could lead to more competition in the AI industry, which could benefit consumers and businesses. In the meantime, GOOG also faces litigation over competitive practices in Europe and challenges in the U.S. over its advertising business.Investing is all about second order thinking. Linear thinking would tell us that GOOG’s loss would be META’s gain, since they are competitors. But on the contrary, I anticipate several ways that the above antitrust cases could impact META.First and foremost, META could face a similar trial, too. In my mind, the DOJ could apply the same arguments on META's dominance on social networks and digital ads. The DOJ’s key argument is that Google has violated antitrust laws by using its dominance in the search engine market to harm competition in other markets, such as the online advertising market. As the dominant player in the social media market and digit ad (see the chart below), META could face similar allegations, arguing that its dominance in the social networking market has allowed it to harm competition, such as digital ads and the online marketplace.Source: Insider IntelligenceSecond, even if META does not face an antitrust trial itself, the GOOG case also can indirectly impact its operations and growth, especially in future areas such as AI and virtual reality. For example, in the case Google is forced to divest assets or change its business practices, this could lead to increased costs for businesses and consumers who use Google's AI products and services, including META. Moreover, a case like this could drag on for a long time. The uncertainties created in a lengthy showdown could delay the development and adoption of innovations, such as AI technologies and virtual reality, areas in which META has placed heavy bets.Profitability pressure likely to persistIn addition to the above uncertainties, META has also been facing some profitability pressure recently. As seen in the chart below, its profitability metrics have been in retreat across the board in the past 1~2 years. All major metrics such as ROIC (return on invested capital), operating margin, and profitability margin have declined by a factor of about 2x since their peak values in July 2021. To wit, its ROIC declined from a peak value of 42% in July 2021 to the current level of 24%. And operating margin declined by a similar degree, from a peak value of 37% in July 2021 to the current level of ~19%.Looking ahead, I don’t see these profitability headwinds dissipating anytime soon. The company (and the IT sector in general as well) has been facing substantial increases in personnel salaries lately due to a range of factors. These factors included high inflation and also a tight labor market. I anticipate high operation costs to persist as inflation remains elevated.Seeking AlphaLimited return potentialThe above profitability headwinds are also reflected in its ROCE (return on capital employed), the most important profitability metric in our view. For readers new to the concept, my earlier article has detailed discussions on the importance of ROCE and its differences compared to other profitability metrics such as ROIC and ROE. As seen in the next chart below, META’s ROCE has averaged around 46.7% in the past 3 years. And its current ROCE hovers around 37%, far below the 3-year average due to the challenges mentioned above.Source: AuthorAs detailed in my earlier writings, I regard ROCE as the most important profitability metric because it’s a fundamental governing force for a business’ long-term growth. In the long term, sustainable growth rates are governed by the product of ROCE and reinvestment rate (RR, aka, the plow-back ratio). More specifically, Long-Term Growth Rate equals the product of ROCE and RR.The next table shows my projected growth for META and the long-term return potential based on the above framework. Its RR was taken to be 10% based on my analysis of its growth CAPEX in the past 12 months. With an ROCE of 37% and an RR of 10%, it could maintain a 3.7% organic growth rate (i.e., real growth rate). At its current P/E multiples (around 23x, if you recall from the chart in Section 1), META offers an owner's earnings yield (“OEY”) of around 4.3%. Hence, the total annual return potential adds up to about 8%. In comparison, its return potential at the beginning of 2023 is in the double-digit, when its P/E was much lower and ROCE much higher (around 11%). With an 11% return potential, I see very favorable odds for market-beating performance (which it has indeed delivered). But with the current 8% expected return, the odds are much worse now.Source: AuthorOther risks and final thoughtsThe article so far has focused on the negative catalysts. There are a few positive catalysts worth mentioning. As aforementioned, shrinking operating margin has been one of my main concerns. There are efforts undergoing at META to control expenses, which would likely combat the issue and support profitability. Moreover, despite profitability pressure, the company has been reporting moderate user growth, which ought to at least support the top-line growth. Finally, the company keeps investing in new technologies and rolling out new products. For example, it has recently introduced Threads, a new app for sharing text updates and joining public conversations. These investments and new products should pay off over time.All told, I do not see any compelling reasons for these catalysts to outweigh my concerns. To recap, my top concerns are threefold. First, the DOJ-Google antitrust trial could create 2nd order impact for META, both in the mid and long-term. Secondly, I see several of the profitability headwinds persisting. And finally, the recent valuation expansion, combined with the ROCE decline, has limited its upside potential substantially. Based on these considerations, this article downgrades my thesis from BUY to HOLD. Given the macroscopic uncertainty and META’s historical price volatility, I suggest potential investors exercise some patience and wait for a better entry point.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992583659,"gmtCreate":1661339844373,"gmtModify":1676536499321,"author":{"id":"3583645110996929","authorId":"3583645110996929","name":"Pollster","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Weren't analysts giving 150 dollar price targets on Rivian 2 years ago ? They keep upgrading and downgrading depending on their Mood &nbsp;these days&nbsp;","listText":"Weren't analysts giving 150 dollar price targets on Rivian 2 years ago ? They keep upgrading and downgrading depending on their Mood &nbsp;these days&nbsp;","text":"Weren't analysts giving 150 dollar price targets on Rivian 2 years ago ? They keep upgrading and downgrading depending on their Mood these days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992583659","repostId":"2261427651","repostType":2,"repost":{"id":"2261427651","pubTimestamp":1661335173,"share":"https://www.laohu8.com/m/news/2261427651?lang=&edition=full","pubTime":"2022-08-24 17:59","market":"hk","language":"en","title":"How Low Can They Go? These Stock Analysts Are Issuing $0 and $1 Price Targets","url":"https://stock-news.laohu8.com/highlight/detail?id=2261427651","media":"CNN Business","summary":"Wall Street analysts are typically — to quote an old REM song — shiny happy people. They don't often issue overly skeptical research reports on the companies they cover. And they tend not to ask executives tough questions on earnings calls, leaning toward a more \"Great quarter, guys!\" approach.","content":"<html><head></head><body><p><b>New York (CNN Business) - </b>Wall Street analysts are typically — to quote an old REM song — shiny happy people. They don&#39;t often issue overly skeptical research reports on the companies they cover. And they tend not to ask executives tough questions on earnings calls, leaning toward a more &#34;Great quarter, guys!&#34; approach.</p><p>So when analysts do issue highly bearish coverage of companies, it&#39;s worth paying attention. And lately there have been a brave few who have dared to be more critical.</p><p>Loop Capital analyst Anthony Chukumba, for one, recently set a $1 target for shares of Bed Bath &amp; Beyond (BBBY), the stock that enjoyed a dramatic rise and equally stunning fall last week after GameStop (GME) chairman Ryan Cohen decided to sell his stake in the home goods retailer.</p><p>In his most recent report, Chukumba warned of worries the chain&#39;s vendors could demand more onerous payments from the company, which could put Bed Bath &amp; Beyond into a &#34;death spiral.&#34;</p><p>Bed Bath &amp; Beyond isn&#39;t the only meme stock that&#39;s come under more intense scrutiny as of late.</p><p>Eric Handler of MKM Partners has a $1 target on movie theater chain AMC (AMC), citing concerns about the company&#39;s valuation and doubts about the broader comeback for Hollywood at the box office. Many potential moviegoers are now opting to stay home and watch the latest releases on streaming platforms.</p><p>Another analyst has outdone Chukumba and Handler when it comes to doom and gloom.</p><p>David Trainer, CEO of New Constructs, an investment research firm, has $0 price targets on GameStop, DoorDash and electric vehicle maker Rivian. It&#39;s the stock picker&#39;s equivalent of bidding $1 on an over-hyped &#34;The Price is Right&#34; Showcase Showdown.</p><p>Trainer noted concerns about the amount of cash the three firms are burning through to try to stay competitive. He referred to the stocks as &#34;zombies,&#34; implying that the companies could potentially need to file for bankruptcy.</p><p>Typically, Chapter 11 filings wipe out value for stock owners as bondholders and other creditors are first in line to get paid back.</p><p>It&#39;s worth pointing out that none of these analysts are well-known names or work for major Wall Street firms. But even some analysts at big investment banks are starting to put out more critical coverage of blue chip stocks.</p><p>Analysts are going as far as putting actual  &#34;sell&#34; ratings on stocks instead of merely lowering them to a &#34;hold&#34; — which investors typically interpret as a nicer way of saying &#34;sell.&#34;</p><p>Morgan Stanley&#39;s Jamie Rollo put out a report on cruise line Carnival (CCL) in late June that outlined a worst case scenario of $0 for the stock if the global economy weakened significantly.Deutsche Bank&#39;s George Hill slapped a $1 price target on struggling drugstore chain Rite Aid (RAD) earlier this year. Hill has since boosted his target to $4, but that is still nearly 50% below the current price. Hill has also maintained his &#34;sell&#34; rating on the stock.</p></body></html>","source":"cnn_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Low Can They Go? These Stock Analysts Are Issuing $0 and $1 Price Targets</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\">\nHow Low Can They Go? These Stock Analysts Are Issuing $0 and $1 Price Targets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 17:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/08/23/investing/stocks-low-price-targets/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - Wall Street analysts are typically — to quote an old REM song — shiny happy people. They don't often issue overly skeptical research reports on the companies they cover. And ...</p>\n\n<a href=\"https://edition.cnn.com/2022/08/23/investing/stocks-low-price-targets/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DASH":"DoorDash, Inc.","AMC":"AMC院线","CCL":"嘉年华邮轮","RIVN":"Rivian Automotive, Inc.","GME":"游戏驿站","BBBY":"3B家居","RAD":"来德爱"},"source_url":"https://edition.cnn.com/2022/08/23/investing/stocks-low-price-targets/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261427651","content_text":"New York (CNN Business) - Wall Street analysts are typically — to quote an old REM song — shiny happy people. They don't often issue overly skeptical research reports on the companies they cover. And they tend not to ask executives tough questions on earnings calls, leaning toward a more \"Great quarter, guys!\" approach.So when analysts do issue highly bearish coverage of companies, it's worth paying attention. And lately there have been a brave few who have dared to be more critical.Loop Capital analyst Anthony Chukumba, for one, recently set a $1 target for shares of Bed Bath & Beyond (BBBY), the stock that enjoyed a dramatic rise and equally stunning fall last week after GameStop (GME) chairman Ryan Cohen decided to sell his stake in the home goods retailer.In his most recent report, Chukumba warned of worries the chain's vendors could demand more onerous payments from the company, which could put Bed Bath & Beyond into a \"death spiral.\"Bed Bath & Beyond isn't the only meme stock that's come under more intense scrutiny as of late.Eric Handler of MKM Partners has a $1 target on movie theater chain AMC (AMC), citing concerns about the company's valuation and doubts about the broader comeback for Hollywood at the box office. Many potential moviegoers are now opting to stay home and watch the latest releases on streaming platforms.Another analyst has outdone Chukumba and Handler when it comes to doom and gloom.David Trainer, CEO of New Constructs, an investment research firm, has $0 price targets on GameStop, DoorDash and electric vehicle maker Rivian. It's the stock picker's equivalent of bidding $1 on an over-hyped \"The Price is Right\" Showcase Showdown.Trainer noted concerns about the amount of cash the three firms are burning through to try to stay competitive. He referred to the stocks as \"zombies,\" implying that the companies could potentially need to file for bankruptcy.Typically, Chapter 11 filings wipe out value for stock owners as bondholders and other creditors are first in line to get paid back.It's worth pointing out that none of these analysts are well-known names or work for major Wall Street firms. But even some analysts at big investment banks are starting to put out more critical coverage of blue chip stocks.Analysts are going as far as putting actual  \"sell\" ratings on stocks instead of merely lowering them to a \"hold\" — which investors typically interpret as a nicer way of saying \"sell.\"Morgan Stanley's Jamie Rollo put out a report on cruise line Carnival (CCL) in late June that outlined a worst case scenario of $0 for the stock if the global economy weakened significantly.Deutsche Bank's George Hill slapped a $1 price target on struggling drugstore chain Rite Aid (RAD) earlier this year. Hill has since boosted his target to $4, but that is still nearly 50% below the current price. Hill has also maintained his \"sell\" rating on the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219446631120896,"gmtCreate":1694595061108,"gmtModify":1694595505657,"author":{"id":"3583645110996929","authorId":"3583645110996929","name":"Pollster","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Tiger research teams get so much wrong so often that even though I agree with them , I hope they are right this time","listText":"Tiger research teams get so much wrong so often that even though I agree with them , I hope they are right this time","text":"Tiger research teams get so much wrong so often that even though I agree with them , I hope they are right this time","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219446631120896","repostId":"2367534939","repostType":2,"repost":{"id":"2367534939","pubTimestamp":1694594433,"share":"https://www.laohu8.com/m/news/2367534939?lang=&edition=full","pubTime":"2023-09-13 16:40","market":"us","language":"en","title":"Meta Platforms Stock Can Stay Magnificent","url":"https://stock-news.laohu8.com/highlight/detail?id=2367534939","media":"InvestorPlace","summary":"Meta Platforms has a lot going for it right now. Here's why META stock is the most magnificent of the \"Magnificent Seven\" stocks.","content":"<html><head></head><body><p>“Social media is the ultimate equalizer. It gives a voice and a platform to anyone willing to engage.” –Amy Jo Martin</p><p>This has not been a healthy market by any means. As I’ve noted numerous times, the vast majority of stocks have performed sub-par in what is otherwise supposed to be a strong year given pre-election dynamics. Small-caps, Europe, retailers and emerging markets have been whipsaw city.</p><p>The headline averages are being driven entirely by the “Magnificent Seven” of <strong>Apple </strong>(NASDAQ: <strong><u>AAPL</u></strong>), <strong>Microsoft </strong>(NASDAQ: <strong><u>MSFT</u></strong>), <strong>Alphabet </strong>(NASDAQ: <strong><u>GOOG</u></strong>, NASDAQ: <strong><u>GOOGL</u></strong>), <strong>Amazon </strong>(NASDAQ: <strong><u>AMZN</u></strong>), <strong>Nvidia </strong>(NASDAQ: <strong><u>NVDA</u></strong>), <strong>Tesla </strong>(NASDAQ: <strong><u>TSLA</u></strong>) and <strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> </strong>(NASDAQ: <strong><u>META</u></strong>). These will all at some point be sources of liquidity when volatility hits.</p><blockquote><p>The weight of the biggest 5 stocks in the S&amp;P 500 is at an all-time high.</p><p>You are being fooled by idiosyncratic risk.</p><p>WAKE UP. pic.twitter.com/2IHMUSQVBc</p><p>— Michael A. Gayed, CFA (@leadlagreport) September 7, 2023</p></blockquote><p>Of the Magnificent Seven, I believe Meta is the most logical one to favor for now. Whether it’s the focus on artificial intelligence (AI), the expansion into Threads, or the company’s data-driven business model, I think the opportunities are substantial for Meta with a valuation multiple that is not too expensive.</p><p>Meta is the parent company of the world’s largest social networks, including Facebook, Instagram, Messenger and WhatsApp. With billions of daily active users, Meta’s platforms have fundamentally changed the way people interact, share information and conduct business. That information that Meta has on each of us — like it or not — is its edge.</p><h2 id=\"id_1663147989\">Meta Platforms’ ‘Year of Efficiency’</h2><p>Meta’s primary source of revenue is advertising. The company’s vast user base and sophisticated algorithms allow advertisers to target their ads based on various parameters including age, gender, location, interests and behaviors.</p><p>More than 98% of Meta’s revenue in the second quarter of 2023 came from advertising. This figure is projected to grow as Meta continues to meaningfully improve its ad targeting capabilities. As Threads grows and inevitably has advertising as a standalone network, and as the company’s AI initiatives expand, advertising revenue likely continues to benefit.</p><p>It’s more than just revenue, of course. This year has marked Meta’s “Year of Efficiency,” a strategic initiative focused on reducing costs and increasing operational efficiency. This initiative has resulted in significant margin expansion and improved bottom-line performance. One of the key strategies was aggressive cost-cutting. The company successfully streamlined its operations, resulting in improved operating margins.</p><p>Another critical aspect of theYear of Efficiency was its investment in AI. By leveraging advanced machine-learning algorithms, Meta has been able to improve its content recommendation systems, ad targeting capabilities and overall platform efficiency. AI will likely play a crucial role in Meta’s business strategy going forward.</p><h2 id=\"id_3601994130\">The Bottom Line on META Stock</h2><p>The stock has been on fire, and outperformed the <strong>S&amp;P 500</strong> meaningfully since the start of the year. The trend is still up for now, and it could reclaim its relative standing peak it had back in 2020. Relative to Nvidia and other AI plays, the stock is cheap and can continue to grab investor attention independent of short-to-intermediate-term volatility.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a25c0d684f414f0ba52f69bdb225f5\" tg-width=\"624\" tg-height=\"280\"/></p><p>Source: Source: StockCharts.com</p><p>Despite the strong performance in META stock, Meta’s valuation remains attractive compared to its peers. As of September 2023, Meta’s stock was trading at a price-to-earnings (P/E) ratio of 35.6, which is a discount compared to other large-cap tech stocks. Against the other Magnificent Seven, it’s the second cheapest after Microsoft, which I’m also favorable on longer-term.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0caf9f187762289c7efbbf98907aae12\" tg-width=\"624\" tg-height=\"173\"/></p><p>The bottom line is that Meta will likely only become more of a dominant player in the global digital landscape. This is largely due to its strong growth prospects and attractive valuation. Its strategic focus on AI, expansion into Threads, and data-driven business model position the company well for future growth. Timing is everything, but I suspect META stock is one to unequivocally focus more time and energy on as opposed to just chase, as we’ve seen with stocks like NVDA.</p></body></html>","source":"investorplace_stock_picks","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>Meta Platforms Stock Can Stay Magnificent</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\">\nMeta Platforms Stock Can Stay Magnificent\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-13 16:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/09/meta-platforms-stock-can-stay-magnificent/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“Social media is the ultimate equalizer. It gives a voice and a platform to anyone willing to engage.” –Amy Jo MartinThis has not been a healthy market by any means. As I’ve noted numerous times, the ...</p>\n\n<a href=\"https://investorplace.com/2023/09/meta-platforms-stock-can-stay-magnificent/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://investorplace.com/2023/09/meta-platforms-stock-can-stay-magnificent/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2367534939","content_text":"“Social media is the ultimate equalizer. It gives a voice and a platform to anyone willing to engage.” –Amy Jo MartinThis has not been a healthy market by any means. As I’ve noted numerous times, the vast majority of stocks have performed sub-par in what is otherwise supposed to be a strong year given pre-election dynamics. Small-caps, Europe, retailers and emerging markets have been whipsaw city.The headline averages are being driven entirely by the “Magnificent Seven” of Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOG, NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Nvidia (NASDAQ: NVDA), Tesla (NASDAQ: TSLA) and Meta Platforms (NASDAQ: META). These will all at some point be sources of liquidity when volatility hits.The weight of the biggest 5 stocks in the S&P 500 is at an all-time high.You are being fooled by idiosyncratic risk.WAKE UP. pic.twitter.com/2IHMUSQVBc— Michael A. Gayed, CFA (@leadlagreport) September 7, 2023Of the Magnificent Seven, I believe Meta is the most logical one to favor for now. Whether it’s the focus on artificial intelligence (AI), the expansion into Threads, or the company’s data-driven business model, I think the opportunities are substantial for Meta with a valuation multiple that is not too expensive.Meta is the parent company of the world’s largest social networks, including Facebook, Instagram, Messenger and WhatsApp. With billions of daily active users, Meta’s platforms have fundamentally changed the way people interact, share information and conduct business. That information that Meta has on each of us — like it or not — is its edge.Meta Platforms’ ‘Year of Efficiency’Meta’s primary source of revenue is advertising. The company’s vast user base and sophisticated algorithms allow advertisers to target their ads based on various parameters including age, gender, location, interests and behaviors.More than 98% of Meta’s revenue in the second quarter of 2023 came from advertising. This figure is projected to grow as Meta continues to meaningfully improve its ad targeting capabilities. As Threads grows and inevitably has advertising as a standalone network, and as the company’s AI initiatives expand, advertising revenue likely continues to benefit.It’s more than just revenue, of course. This year has marked Meta’s “Year of Efficiency,” a strategic initiative focused on reducing costs and increasing operational efficiency. This initiative has resulted in significant margin expansion and improved bottom-line performance. One of the key strategies was aggressive cost-cutting. The company successfully streamlined its operations, resulting in improved operating margins.Another critical aspect of theYear of Efficiency was its investment in AI. By leveraging advanced machine-learning algorithms, Meta has been able to improve its content recommendation systems, ad targeting capabilities and overall platform efficiency. AI will likely play a crucial role in Meta’s business strategy going forward.The Bottom Line on META StockThe stock has been on fire, and outperformed the S&P 500 meaningfully since the start of the year. The trend is still up for now, and it could reclaim its relative standing peak it had back in 2020. Relative to Nvidia and other AI plays, the stock is cheap and can continue to grab investor attention independent of short-to-intermediate-term volatility.Source: Source: StockCharts.comDespite the strong performance in META stock, Meta’s valuation remains attractive compared to its peers. As of September 2023, Meta’s stock was trading at a price-to-earnings (P/E) ratio of 35.6, which is a discount compared to other large-cap tech stocks. Against the other Magnificent Seven, it’s the second cheapest after Microsoft, which I’m also favorable on longer-term.The bottom line is that Meta will likely only become more of a dominant player in the global digital landscape. This is largely due to its strong growth prospects and attractive valuation. Its strategic focus on AI, expansion into Threads, and data-driven business model position the company well for future growth. Timing is everything, but I suspect META stock is one to unequivocally focus more time and energy on as opposed to just chase, as we’ve seen with stocks like NVDA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}