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2022-05-30

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2022-05-19

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2022-04-18

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2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock

2022-04-15

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2022-04-05

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07:59","market":"us","language":"en","title":"2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986989","media":"Motley Fool","summary":"Trading at merely 16 times free cash flow, this tech giant is a bargain buy.","content":"<html><head></head><body><p><b>Meta Platforms </b>( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.</p><p>While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms&#39; risks and know how these will affect the financials.</p><p><img src=\"https://static.tigerbbs.com/398f53d1e7c68dd8da25b7202c250183\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><h2>It&#39;s getting harder to grow revenue</h2><p>CEO and founder Mark Zuckerberg&#39;s vision for the metaverse won&#39;t be cheap. However, he is committed to bringing about this change through the company&#39;s Reality Labs division, which provides &#34;augmented and virtual reality related consumer hardware, software, and content.&#34; Meta broke out this division for the first time in the fourth quarter, and the results weren&#39;t pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It&#39;s also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.</p><p>Revenue is expected to be negatively affected by recent iOS privacy changes from<b> Apple</b>. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.</p><p><img src=\"https://static.tigerbbs.com/90028667ee7c0da172cd55cab6dcb759\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>Meta is also worried about ByteDance&#39;s TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook&#39;s daily active users fell from the previous quarter.</p><p>With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.</p><h2>Valuations suggest this stock is a bargain</h2><p>Are these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.</p><p>If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.</p><p>With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it&#39;s been at any time Meta&#39;s been a public company and is cheap compared to other companies in the market.</p><p><img src=\"https://static.tigerbbs.com/86b9f60c56d84ce72690d3a38faf1606\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><p>To add another factor to Meta&#39;s value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.</p><h2>When is the best time to buy?</h2><p>Meta Platforms may be facing some headwinds, but the company is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn&#39;t leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4077":"互动媒体与服务","BK4525":"远程办公概念","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4508":"社交媒体","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4573":"虚拟现实","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986989","content_text":"Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, Meta Platforms stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms' risks and know how these will affect the financials.FB Price to Free Cash Flow data by YChartsIt's getting harder to grow revenueCEO and founder Mark Zuckerberg's vision for the metaverse won't be cheap. However, he is committed to bringing about this change through the company's Reality Labs division, which provides \"augmented and virtual reality related consumer hardware, software, and content.\" Meta broke out this division for the first time in the fourth quarter, and the results weren't pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It's also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.Revenue is expected to be negatively affected by recent iOS privacy changes from Apple. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.Image source: Getty Images.Meta is also worried about ByteDance's TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook's daily active users fell from the previous quarter.With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.Valuations suggest this stock is a bargainAre these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it's been at any time Meta's been a public company and is cheap compared to other companies in the market.FB Price to Free Cash Flow data by YChartsTo add another factor to Meta's value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.When is the best time to buy?Meta Platforms may be facing some headwinds, but the company is one of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn't leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089655046,"gmtCreate":1649989529080,"gmtModify":1676534623789,"author":{"id":"3583743246526228","authorId":"3583743246526228","name":"BK0587","avatar":"https://static.tigerbbs.com/71196abc537fa98900794dd856392848","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583743246526228","idStr":"3583743246526228"},"themes":[],"htmlText":"[Angry]&nbsp;","listText":"[Angry]&nbsp;","text":"[Angry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089655046","repostId":"1143171275","repostType":4,"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016956055,"gmtCreate":1649120676990,"gmtModify":1676534454931,"author":{"id":"3583743246526228","authorId":"3583743246526228","name":"BK0587","avatar":"https://static.tigerbbs.com/71196abc537fa98900794dd856392848","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583743246526228","idStr":"3583743246526228"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016956055","repostId":"1182819451","repostType":4,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9023541830,"gmtCreate":1652936210020,"gmtModify":1676535192739,"author":{"id":"3583743246526228","authorId":"3583743246526228","name":"BK0587","avatar":"https://static.tigerbbs.com/71196abc537fa98900794dd856392848","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583743246526228","idStr":"3583743246526228"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023541830","repostId":"2236797581","repostType":4,"repost":{"id":"2236797581","pubTimestamp":1652932286,"share":"https://ttm.financial/m/news/2236797581?lang=&edition=fundamental","pubTime":"2022-05-19 11:51","market":"us","language":"en","title":"Tesla: Timing Is Everything","url":"https://stock-news.laohu8.com/highlight/detail?id=2236797581","media":"seekingalpha","summary":"SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>You hear a lot about timing when it comes to the stock market.</li><li>“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. Nonetheless, I beg to differ.</li><li>You can time the market, albeit not perfectly. That being said, I have just bought back into Tesla after selling based on the recent 25% pullback.</li><li>Even so, I do agree, &#34;time in&#34; the market, not &#34;timing&#34; the market, creates true wealth, as my father would say.</li><li>In the following piece, I will expound on my thoughts regarding market timing and explain why I bought back into Tesla.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5a1229b9c7f7f78df1d901d2fde69ea\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>Sjo/iStock Unreleased via Getty Images</span></p><p><b>Why now is an ideal time to buy Tesla</b></p><p>Yes, yes I know you can&#39;t time the markets. Yet, you can make an educated determination as to when the best time to buy or sell a position in a stock may be. How else would you be able to buy low and sell high, as they say? Like my father always said, “At some point you have to take profits to make profits.” Meaning, it’s all unrealized paper gains until you actually sell. Now let’s get down to business. The following are the primary reasons I sold Tesla (NASDAQ:TSLA) in the first place and then bought it back recently after a 25% pullback.</p><p><b>First things first</b></p><p>I would like to set the stage regarding what “kind” of stock I believe Tesla is. I see a lot articles and pundits arguing Tesla is a “car” stock. The car stock cadre are always the uber bears. They list off several of Tesla’s incredible, or incredulous (depending on your viewpoint), fundamental statistics. The fact Tesla’s market cap of $764 billion is greater than all the other car company’s stocks combined, the forward P/E ratio of 48.20, P/S ratio of 13, P/B ratio of 23, and last but not least, the P/FCF ratio of 53. I must admit those fundamental statistics appear extremely outlandish.</p><p>The problem is, Tesla is not a car stock, so the entire argument is futile. Furthermore, these statistics are based on present metrics. Tesla’s stock trades on future projected results. Let me explain.</p><p><b>Tesla is not a “car” stock</b></p><p>I submit Tesla is not a car stock. It’s a long duration &#34;story&#34; stock. These types of stock’s occur throughout all sectors. Moreover, their valuations are based in large part on potential cash flows expected in the distant future. They&#39;re commonly referred to as &#34;long-duration assets.&#34;</p><p>Tesla’s stock definitely fits the bill of a long-duration asset “story” stock. In fact, I surmise it has reached “cult” stock status based on the reverence its shareholders display. When the bulls and bears begin debating the sky-high valuation of Tesla, it&#39;s more akin to the rumble between the Greasers and the Socs in the movie &#34;The Outsiders&#34; than anything else. What’s more, the Tesla bulls do have some ammunition when it come to their lofty projections. Here&#39;s why.</p><p><b>Tesla revenue 5 year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab99bfe7748553a39961171fad2fc738\" tg-width=\"640\" tg-height=\"213\" width=\"100%\" height=\"auto\"/><span>5-year revenue growth (YCharts)</span></p><p><b>Tesla gross profit 5-year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c7ac0c43a94e2f8a570de132e416f31d\" tg-width=\"640\" tg-height=\"208\" width=\"100%\" height=\"auto\"/><span>5-year Gross profit Growth (YCharts)</span></p><p>Tesla’s revenue and gross profits are increasing by leaps and bounds. On top of this, Tesla’s sales for the recent quarter were up 80% and EPS up a whopping 640% quarter over quarter. Additionally, EPS had growth at a 50% clip for the past five years and is expected to grow by 40% for the next five years. So, as you can see there is a case to be made Tesla deserves an elevated valuation. Now let’s tackle the competition aspect of the equation.</p><p><b>Lots of new competition, yes but…</b></p><p>There&#39;s a lot of new EV competitors in the space. There&#39;s no disputing this. My second choice is Ford (F) which just introduced the new EV Ford F150 Lightning. Yet, Tesla does have several first mover advantages over the competition. The primary <a href=\"https://laohu8.com/S/AONE.U\">one</a> is Tesla’s charging infrastructure.</p><p><b>Tesla’s vastly superior charging infrastructure</b></p><p>My friend and fellow CNBC compatriot Brian “Sully” Sullivan recently performed a very enlightening experiment where he went on a long-distance road trip across California in a non-Tesla EV. You can watch the short video of the results of the trip here. Needless to say, it was an eye-opener. The bottom line is, the other EV car companies have a long way to go to catch up with Tesla in regards to charging stations. See graphic of Tesla super-charging stations across North America.</p><p><b>Tesla Super charging station map</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8250ffd495c652144b8dce9d70a2fc2\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"/><span>Tesla North American Supercharging Station Map (Tesla.com)</span></p><p>With 30,000+ Superchargers, Tesla owns and operates the largest global, fast charging network in the world. The charging stations are located on major routes and near convenient amenities. Furthermore, based on Sully’s experiment, the competition is woefully behind the curve. Nonetheless, the Biden administration has allocated billions to get EV charging infrastructure in place. Even so, based on past experience, I don’t have a lot of faith in the government’s execution. Government projects rarely come in on time and almost always over budget. So, I see Tesla’s lead in charging stations as a major competitive advantage.</p><p>The bottom line is, Tesla doesn’t trade on fundamentals or valuation at all. It’s a story stock as I stated earlier. Furthermore, I have held the stock for the past 10 years in a tax advantaged account with substantial unrealized gains in the position. As my father instilled in me, I believe it’s “time in” the market, not “timing” the market, that creates true wealth. At this point in time, I have well over a million-dollar net worth based on this fact.</p><p><b>Tesla 10-year return on investment</b></p><p>I made my initial investment in Tesla back in 2012 and have held through the many highs and lows over the last 10 years.</p><p><b>Tesla 10-year chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c6f4a069c5d0a8d1c46387167c52d8f\" tg-width=\"640\" tg-height=\"285\" width=\"100%\" height=\"auto\"/><span>Tesla Long-term Chart (Finviz)</span></p><p>A $1,000 investment in Tesla in 2012 would be worth over $150,000 now, that’s more than a 18,000% return. A similar investment in the S&amp;P 500 would have given you an approximate 350% return. One of the primary reasons I sold was the fact I&#39;m 10 years older now. At nearly, 60, my priorities have changed. I&#39;m transitioning from a primarily growth portfolio to an income and dividend retirement portfolio.</p><p>Even so, I&#39;m not dead yet and saw an opportunity to jump back in to Tesla after a 25% drawdown. What’s more, I posit Tesla’s stock trades on the technical, not fundamental status. In fact, the stock just bounced off major support. Let me explain.</p><p><b>Tesla technical analysis</b></p><p>Tesla’s stock fallen 25% since I took profits on my long-term position.</p><p><b>Tesla current chart</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/792ea9bbefed3d777ecfcc34810ab1eb\" tg-width=\"640\" tg-height=\"199\" width=\"100%\" height=\"auto\"/><span>Tesla Current Chart (Finviz)</span></p><p>I sold for several reasons as I have already stated. Yet, none were related to the fact I felt Tesla didn’t still have a solid growth story going forward. The primary reason was I saw Musk’s <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (TWTR) buy causing a major pullback in the stock. Well, turns out I made the correct call on that. After owning a stock long term you begin to become attuned to what may or may not cause gyrations in the name. Yet, after a 25% drop and subsequent bounce off support which created a double bottom trend reversal signal, I decided to jump back in at 25% of my initial position. This is basically betting with the houses’ money for me at this point. If I hadn’t sold, I would be down 25% on the investment. It’s basically a freeroll on Tesla, that is hard to pass up. Now let’s wrap this up.</p><p><b>The Wrap Up</b></p><p>I believe Tesla’s first mover advantage will continue to provide a large margin of safety for investors. The massive head start regarding super charging infrastructure will be a key catalyst for the company going forward. Sure, substantial competition is on the way. That&#39;s a major reason why I took a portion of my Tesla gains and added to my position in Ford (F), which I have owned for over ten years as well. The fact of the matter is there&#39;s plenty of room for some competition with the expansive total addressable EV market.</p><p>The cherry on top for me is Elon Musk. I truly believe he may be one of the smartest men alive (if not the smartest). How can he not be? Musk made the savvy move of transitioning Tesla and SpaceX headquarters to my home sate of Texas from California which will definitely improve profit margins. I could go more into detail as to why the move to Texas was extremely shrewd, but I don’t want to upset the California Tesla shareholders anymore than they already are.</p><p><b>Final Note</b></p><p>The stock market is under pressure again as I wrap up this piece. There&#39;s a fine art to catching falling knives. It entails layering into new positions over time to reduce risk. I have only bought back one quarter of my original position, for example. In extremely volatile times such as these, you will want to have plenty of dry powder if the stock continues lower.</p><p>My overriding US Army 10th Mountain Winter Warrior investing motto is “patience equals profits.”</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>Tesla: Timing Is Everything</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Timing Is Everything\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512969-tesla-timing-is-everything><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512969-tesla-timing-is-everything\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4512969-tesla-timing-is-everything","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2236797581","content_text":"SummaryYou hear a lot about timing when it comes to the stock market.“You can’t time the market” is one of the most often used maxims I’m sure many of you have heard, and even more adhere to. Nonetheless, I beg to differ.You can time the market, albeit not perfectly. That being said, I have just bought back into Tesla after selling based on the recent 25% pullback.Even so, I do agree, \"time in\" the market, not \"timing\" the market, creates true wealth, as my father would say.In the following piece, I will expound on my thoughts regarding market timing and explain why I bought back into Tesla.Sjo/iStock Unreleased via Getty ImagesWhy now is an ideal time to buy TeslaYes, yes I know you can't time the markets. Yet, you can make an educated determination as to when the best time to buy or sell a position in a stock may be. How else would you be able to buy low and sell high, as they say? Like my father always said, “At some point you have to take profits to make profits.” Meaning, it’s all unrealized paper gains until you actually sell. Now let’s get down to business. The following are the primary reasons I sold Tesla (NASDAQ:TSLA) in the first place and then bought it back recently after a 25% pullback.First things firstI would like to set the stage regarding what “kind” of stock I believe Tesla is. I see a lot articles and pundits arguing Tesla is a “car” stock. The car stock cadre are always the uber bears. They list off several of Tesla’s incredible, or incredulous (depending on your viewpoint), fundamental statistics. The fact Tesla’s market cap of $764 billion is greater than all the other car company’s stocks combined, the forward P/E ratio of 48.20, P/S ratio of 13, P/B ratio of 23, and last but not least, the P/FCF ratio of 53. I must admit those fundamental statistics appear extremely outlandish.The problem is, Tesla is not a car stock, so the entire argument is futile. Furthermore, these statistics are based on present metrics. Tesla’s stock trades on future projected results. Let me explain.Tesla is not a “car” stockI submit Tesla is not a car stock. It’s a long duration \"story\" stock. These types of stock’s occur throughout all sectors. Moreover, their valuations are based in large part on potential cash flows expected in the distant future. They're commonly referred to as \"long-duration assets.\"Tesla’s stock definitely fits the bill of a long-duration asset “story” stock. In fact, I surmise it has reached “cult” stock status based on the reverence its shareholders display. When the bulls and bears begin debating the sky-high valuation of Tesla, it's more akin to the rumble between the Greasers and the Socs in the movie \"The Outsiders\" than anything else. What’s more, the Tesla bulls do have some ammunition when it come to their lofty projections. Here's why.Tesla revenue 5 year chart5-year revenue growth (YCharts)Tesla gross profit 5-year chart5-year Gross profit Growth (YCharts)Tesla’s revenue and gross profits are increasing by leaps and bounds. On top of this, Tesla’s sales for the recent quarter were up 80% and EPS up a whopping 640% quarter over quarter. Additionally, EPS had growth at a 50% clip for the past five years and is expected to grow by 40% for the next five years. So, as you can see there is a case to be made Tesla deserves an elevated valuation. Now let’s tackle the competition aspect of the equation.Lots of new competition, yes but…There's a lot of new EV competitors in the space. There's no disputing this. My second choice is Ford (F) which just introduced the new EV Ford F150 Lightning. Yet, Tesla does have several first mover advantages over the competition. The primary one is Tesla’s charging infrastructure.Tesla’s vastly superior charging infrastructureMy friend and fellow CNBC compatriot Brian “Sully” Sullivan recently performed a very enlightening experiment where he went on a long-distance road trip across California in a non-Tesla EV. You can watch the short video of the results of the trip here. Needless to say, it was an eye-opener. The bottom line is, the other EV car companies have a long way to go to catch up with Tesla in regards to charging stations. See graphic of Tesla super-charging stations across North America.Tesla Super charging station mapTesla North American Supercharging Station Map (Tesla.com)With 30,000+ Superchargers, Tesla owns and operates the largest global, fast charging network in the world. The charging stations are located on major routes and near convenient amenities. Furthermore, based on Sully’s experiment, the competition is woefully behind the curve. Nonetheless, the Biden administration has allocated billions to get EV charging infrastructure in place. Even so, based on past experience, I don’t have a lot of faith in the government’s execution. Government projects rarely come in on time and almost always over budget. So, I see Tesla’s lead in charging stations as a major competitive advantage.The bottom line is, Tesla doesn’t trade on fundamentals or valuation at all. It’s a story stock as I stated earlier. Furthermore, I have held the stock for the past 10 years in a tax advantaged account with substantial unrealized gains in the position. As my father instilled in me, I believe it’s “time in” the market, not “timing” the market, that creates true wealth. At this point in time, I have well over a million-dollar net worth based on this fact.Tesla 10-year return on investmentI made my initial investment in Tesla back in 2012 and have held through the many highs and lows over the last 10 years.Tesla 10-year chartTesla Long-term Chart (Finviz)A $1,000 investment in Tesla in 2012 would be worth over $150,000 now, that’s more than a 18,000% return. A similar investment in the S&P 500 would have given you an approximate 350% return. One of the primary reasons I sold was the fact I'm 10 years older now. At nearly, 60, my priorities have changed. I'm transitioning from a primarily growth portfolio to an income and dividend retirement portfolio.Even so, I'm not dead yet and saw an opportunity to jump back in to Tesla after a 25% drawdown. What’s more, I posit Tesla’s stock trades on the technical, not fundamental status. In fact, the stock just bounced off major support. Let me explain.Tesla technical analysisTesla’s stock fallen 25% since I took profits on my long-term position.Tesla current chartTesla Current Chart (Finviz)I sold for several reasons as I have already stated. Yet, none were related to the fact I felt Tesla didn’t still have a solid growth story going forward. The primary reason was I saw Musk’s Twitter (TWTR) buy causing a major pullback in the stock. Well, turns out I made the correct call on that. After owning a stock long term you begin to become attuned to what may or may not cause gyrations in the name. Yet, after a 25% drop and subsequent bounce off support which created a double bottom trend reversal signal, I decided to jump back in at 25% of my initial position. This is basically betting with the houses’ money for me at this point. If I hadn’t sold, I would be down 25% on the investment. It’s basically a freeroll on Tesla, that is hard to pass up. Now let’s wrap this up.The Wrap UpI believe Tesla’s first mover advantage will continue to provide a large margin of safety for investors. The massive head start regarding super charging infrastructure will be a key catalyst for the company going forward. Sure, substantial competition is on the way. That's a major reason why I took a portion of my Tesla gains and added to my position in Ford (F), which I have owned for over ten years as well. The fact of the matter is there's plenty of room for some competition with the expansive total addressable EV market.The cherry on top for me is Elon Musk. I truly believe he may be one of the smartest men alive (if not the smartest). How can he not be? Musk made the savvy move of transitioning Tesla and SpaceX headquarters to my home sate of Texas from California which will definitely improve profit margins. I could go more into detail as to why the move to Texas was extremely shrewd, but I don’t want to upset the California Tesla shareholders anymore than they already are.Final NoteThe stock market is under pressure again as I wrap up this piece. There's a fine art to catching falling knives. It entails layering into new positions over time to reduce risk. I have only bought back one quarter of my original position, for example. In extremely volatile times such as these, you will want to have plenty of dry powder if the stock continues lower.My overriding US Army 10th Mountain Winter Warrior investing motto is “patience equals profits.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016956055,"gmtCreate":1649120676990,"gmtModify":1676534454931,"author":{"id":"3583743246526228","authorId":"3583743246526228","name":"BK0587","avatar":"https://static.tigerbbs.com/71196abc537fa98900794dd856392848","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583743246526228","idStr":"3583743246526228"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016956055","repostId":"1182819451","repostType":4,"repost":{"id":"1182819451","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1649120526,"share":"https://ttm.financial/m/news/1182819451?lang=&edition=fundamental","pubTime":"2022-04-05 09:02","market":"sg","language":"en","title":"Singapore Stocks to Watch: Chip Eng Seng, Lendlease Reit, Cromwell E-Reit, CDW, Wing Tai","url":"https://stock-news.laohu8.com/highlight/detail?id=1182819451","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Tuesday ","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Apr 5):</p><p>Chip Eng Seng is planning to acquire a minority stake in a property located at 8 Shenton Way for S$2.1 million.</p><p>Lendlease Reit this year saw strong demand from investors, being subscribed 5.3 times, with orders exceeding S$780 million.</p><p>CROMWELL European Reit issued some 1.3 million new units at an issue price of 2.2409 euros per unit last Thursday (Mar 31), bringing up the number of issued units to 562.4 million.</p><p>CDW Holding&#39;s wholly owned unit Tomoike Industrial will buy back shares representing 23.1 percent of South Korean life sciences firm A Biotech Co (ABio) from the son of its controlling shareholder for 1.84 billion won (S$2.1 million).</p><p>WING Tai Holdings&#39; Malaysian subsidiary has sold its property at 166A Rifle Range Road in Penang for RM17.5 million (S$5.6 million).The aggregate consideration for the disposal of the property, which comprises a leasehold land and a 5-storey factory building, is higher than RM13.7 million net book value as at Monday (Apr 4)</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Chip Eng Seng, Lendlease Reit, Cromwell E-Reit, CDW, Wing Tai</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: Chip Eng Seng, Lendlease Reit, Cromwell E-Reit, CDW, Wing Tai\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-05 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Apr 5):</p><p>Chip Eng Seng is planning to acquire a minority stake in a property located at 8 Shenton Way for S$2.1 million.</p><p>Lendlease Reit this year saw strong demand from investors, being subscribed 5.3 times, with orders exceeding S$780 million.</p><p>CROMWELL European Reit issued some 1.3 million new units at an issue price of 2.2409 euros per unit last Thursday (Mar 31), bringing up the number of issued units to 562.4 million.</p><p>CDW Holding&#39;s wholly owned unit Tomoike Industrial will buy back shares representing 23.1 percent of South Korean life sciences firm A Biotech Co (ABio) from the son of its controlling shareholder for 1.84 billion won (S$2.1 million).</p><p>WING Tai Holdings&#39; Malaysian subsidiary has sold its property at 166A Rifle Range Road in Penang for RM17.5 million (S$5.6 million).The aggregate consideration for the disposal of the property, which comprises a leasehold land and a 5-storey factory building, is higher than RM13.7 million net book value as at Monday (Apr 4)</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BXE.SI":"CDW","JYEU.SI":"Lendlease Reit","W05.SI":"永泰控股","CWBU.SI":"Cromwell Reit EUR","STI.SI":"富时新加坡海峡指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182819451","content_text":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Apr 5):Chip Eng Seng is planning to acquire a minority stake in a property located at 8 Shenton Way for S$2.1 million.Lendlease Reit this year saw strong demand from investors, being subscribed 5.3 times, with orders exceeding S$780 million.CROMWELL European Reit issued some 1.3 million new units at an issue price of 2.2409 euros per unit last Thursday (Mar 31), bringing up the number of issued units to 562.4 million.CDW Holding's wholly owned unit Tomoike Industrial will buy back shares representing 23.1 percent of South Korean life sciences firm A Biotech Co (ABio) from the son of its controlling shareholder for 1.84 billion won (S$2.1 million).WING Tai Holdings' Malaysian subsidiary has sold its property at 166A Rifle Range Road in Penang for RM17.5 million (S$5.6 million).The aggregate consideration for the disposal of the property, which comprises a leasehold land and a 5-storey factory building, is higher than RM13.7 million net book value as at Monday (Apr 4)","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089655046,"gmtCreate":1649989529080,"gmtModify":1676534623789,"author":{"id":"3583743246526228","authorId":"3583743246526228","name":"BK0587","avatar":"https://static.tigerbbs.com/71196abc537fa98900794dd856392848","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583743246526228","idStr":"3583743246526228"},"themes":[],"htmlText":"[Angry]&nbsp;","listText":"[Angry]&nbsp;","text":"[Angry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089655046","repostId":"1143171275","repostType":4,"repost":{"id":"1143171275","pubTimestamp":1649987184,"share":"https://ttm.financial/m/news/1143171275?lang=&edition=fundamental","pubTime":"2022-04-15 09:46","market":"us","language":"en","title":"Twitter Is Worth More Than Elon Musk's $54 Per Share Offer","url":"https://stock-news.laohu8.com/highlight/detail?id=1143171275","media":"Seeking Alpha","summary":"SummaryTwitter has struggled to grow into profitability but is now turning a corner.Musk's interest ","content":"<html><head></head><body><p>Summary</p><ul><li>Twitter has struggled to grow into profitability but is now turning a corner.</li><li>Musk&#39;s interest shows the value of the business is real and growing.</li><li>But if he&#39;s right - why should shareholders give away all the upside to one buyer?</li></ul><p>I&#39;ve been an active Twitter (NYSE:TWTR) user for years, but I was never a shareholder. Notable users such as Donald Trump (currently banned from the platform) and Elon Musk have made extremely productive use of the platform and used it to expand their reach and influence. In this article, I&#39;ll explain why there are two big questions that matter for the decision to own stock in Twitter:</p><p>- Can it be made profitable?</p><p>- Will being profitable ruin the company?</p><p>Elon Musk&#39;s offer to buy Twitter for $54.20 per share confirms that the answer to the first question is &#34;yes,&#34; and the answer to the second question is &#34;no.&#34; So now that the stock is effectively &#34;de-risked,&#34; shareholders should hold on and not be willing to sell at this price or anything less than say $100 per share.</p><p><b>Twitter&#39;s History in a Nutshell</b></p><p>Twitter started as a &#34;micro-blogging&#34; site in 2006 by Evan Williams, Jack Dorsey and others. The site became more and more well-known over time, and reached 100 million users per day in 2012. Although growing, it was something of a corporate curiosity: the company was not profitable, and unusual for these situations, founder Jack Dorsey basically left to start another company &#34;Square&#34;, now known as &#34;Block&#34; (SQ).</p><p>After some internal intrigues, Dorsey returned as CEO in 2015 but without giving up his role at Square/Block. Twitter went public in 2013 at an &#34;IPO price&#34; of $25 but traded that day up to $44 per share. Investors have suffered poor returns ever since as the company struggled to obtain profitability:</p><p><img src=\"https://static.tigerbbs.com/cb94f60a78c5ab5cb73a019721a717db\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Share Price and Profits (Koyfin, Author)</p><p>So over the last nine years, Twitter became one of the most influential companies and mediums of communication on Earth. But no one could be sure what it meant to own stock in the company. In November, Dorsey stepped away from his role as CEO and Twitter executive Parag Agrawal took over.</p><p>Can Twitter Make Money? Yes.</p><p>As you can see in the chart above, around halfway through the Trump administration Twitter found a way to produce net income on flat revenue. The last year&#39;s lack of net income is actually marred by the one-time event of an $800 million lawsuit settlement, so it&#39;s actually more profitable than it appears.</p><p>The incredible strength of software and tech business models lies in their ability to not only grow earnings without additional capital but also in the increasing returns to scale of additional revenues. The cost of running Twitter for say 110 million users isn&#39;t much greater than the cost to run it for 100 million users, so any additional revenue &#34;drops straight to the bottom line.&#34; (This is an oversimplification, but it&#39;s still useful.)</p><p>To see what I mean, look at the Income Statement from Twitter&#39;s Shareholder Letter:</p><p><img src=\"https://static.tigerbbs.com/651814d49f5de822d55066b4689f1781\" tg-width=\"640\" tg-height=\"421\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Twitter Income Statement (Twitter)</p><p>We clearly see the $765 million line item for Twitter&#39;s share of the settlement mentioned above. So without that settlement, &#34;Total Costs and Expenses&#34; were $4,805 million in 2021 compared to $3,690 million in 2021 - so <i>costs increased of 30%</i>. At the same time, revenue increased year over from $3,716 million to $5,077 million for a<i>gain in revenues of 36%</i>. To the extent that this trend can keep growing, future profitability is far greater than the $272 million income from operations (without the lawsuit) we see in last year&#39;s numbers.</p><p>Even if Twitter had reported net income of $250 million instead of a loss of $221 million, it would still seem expensive at a market cap of $37 billion times earnings (148x earnings). Buying at those prices indicates expectations of much higher profitability in the future, and I think that&#39;s very reasonable.</p><p>But will Twitter Stay Fun? Yes.</p><p>Now that we know Twitter can begin earning net income, the next question is whether or not &#34;the magic&#34; of Twitter will remain and keep it such an essential part of the marketplace. After all, others have talked about starting alternative social networks geared to conservative voices such as the &#34;Truth Social&#34; offering of Digital World Acquisition (DWAC) and the growing reach of TikTok (owned by ByteDance).</p><p>Despite a number of challenges, it seems like Twitter is staying relevant and vital. Twitter suspended Donald Trump (its most influential!)user on January 8, 2021, but as you can see from this chart in the company&#39;s Shareholder Letter, both revenue and the number of users have increased from the fourth quarter of 2020 (when Trump was still on the platform) to the fourth quarter of 2022 (when he&#39;d been off for almost a year). So Twitter&#39;s business is clearly bigger and more durable than just the effect Trump had on its growth.</p><p><img src=\"https://static.tigerbbs.com/c7e97ffbd971155113d753a6748ff21b\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Twitter Year-over-Year results (Twitter Shareholder Letter)</p><p>Musk has also become an increasingly active user of the platform, as you can see in this article from Visual Capitalist, which also reviews some of his best-known Tweets:</p><p><img src=\"https://static.tigerbbs.com/48877c257e17a678562789221605573c\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Elon Musk&#39;s Tweets by Year (VisualCapitalist.com, Carmen Ang)</p><p>While looking at Musk&#39;s activity alone doesn&#39;t prove anything, it seems like there are plenty of reasons to think Twitter remains vital. This article explains what Twitter means to marketing customers, so you can see that even though WhatsApp (owned by Facebook/Meta (FB)) or other social media apps may be gaining, Twitter&#39;s level of engagement and value to customers remains high.</p><p>Armchair strategists have had ideas for how to make Twitter bigger, more successful and more relevant for years (see for example this article from 2016). Many have been critical, but throughout it all - the company keeps growing. So I don&#39;t know of any other way to answer the question than to say, &#34;Yes, Twitter keeps being fun and that&#39;s why people use it.&#34;</p><p>What Does Musk&#39;s Offer Mean for Shareholders</p><p>Musk, of course, has a pretty storied history with Twitter, including offering to buyout Tesla for $420 per share(pre-split) and another tweet which got him sued for libel. Last month, he bought 9% of the company&#39;s stock, planned to take a seat on the board of directors, and then withdrew from consideration.</p><p>Now Musk has made an offer to buy the whole company, and it&#39;s worth reading the whole test of his filing with the SEC:</p><p><img src=\"https://static.tigerbbs.com/1556fe029f6438ac238ca752b1d3d7b1\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Musk&#39;s Offer to buy Twitter (SEC)</p><p>Musk has been selling stock in Tesla(TSLA) recently, but his 17% stake is still worth approximately $175 billion - so he should be &#34;good for&#34; the $40 billion or so required to buy the rest of Twitter. (Recall that he already owns 9% of the company).</p><p>There are a few ways to think about his offer:</p><p>1. He wants to take over the company and run it</p><p>2. He wants to draw attention to his ideas about how to run Twitter</p><p>3. He&#39;s bluffing about buying Twitter and just wants attention</p><p>I&#39;ll skip over analyzing number 3 because it requires an assumption of bad faith I&#39;m not willing to make, and focus on 1 and 2. If 1 is true and Musk thinks the company is valuable, then maybe someone else can unlock that value and shareholders&#39; gains don&#39;t have to &#34;top out&#34; at the offer price of $54.20?</p><p>If 2 is true and Musk wants to draw attention to the way he would run Twitter, this is something of the &#34;best of all possible&#34; worlds for Twitter shareholders. They&#39;ll get the benefit of Musk&#39;s ideas, but they won&#39;t give up any upside. This is also a great strategy for Musk himself. He can bring the focus of executives, directors and shareholders to his strategy, and possibly gain influence or place someone in the C-Suite or board of directors - but he doesn&#39;t have to pay a buy-out premium. He gets the benefit of forcing the company&#39;s hand to increase the value of his investment, but he doesn&#39;t have to pay a premium for it!</p><p>Shareholders Can Sit Pretty - Don&#39;t Sell!</p><p>For the reasons described above, I think it&#39;s clear that the value of Twitter is starting to poke out from under the surface. It remains to be seen whether the current management team can deliver, or whether it will require Musk&#39;s influence to make changes. In either case, there&#39;s little reason for outside shareholders to give up future upside by selling their shares in the market, or by supporting Musk&#39;s buyout offer.</p><p>If Musk&#39;s offer is not accepted, I would expect shares to fall in price for the time being. But that doesn&#39;t mean the value of the business has declined. I would consider that a good time to buy.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter Is Worth More Than Elon Musk's $54 Per Share Offer</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\">\nTwitter Is Worth More Than Elon Musk's $54 Per Share Offer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4501410-twitter-is-worth-more-than-musks-offer><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTwitter has struggled to grow into profitability but is now turning a corner.Musk's interest shows the value of the business is real and growing.But if he's right - why should shareholders give...</p>\n\n<a href=\"https://seekingalpha.com/article/4501410-twitter-is-worth-more-than-musks-offer\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://seekingalpha.com/article/4501410-twitter-is-worth-more-than-musks-offer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143171275","content_text":"SummaryTwitter has struggled to grow into profitability but is now turning a corner.Musk's interest shows the value of the business is real and growing.But if he's right - why should shareholders give away all the upside to one buyer?I've been an active Twitter (NYSE:TWTR) user for years, but I was never a shareholder. Notable users such as Donald Trump (currently banned from the platform) and Elon Musk have made extremely productive use of the platform and used it to expand their reach and influence. In this article, I'll explain why there are two big questions that matter for the decision to own stock in Twitter:- Can it be made profitable?- Will being profitable ruin the company?Elon Musk's offer to buy Twitter for $54.20 per share confirms that the answer to the first question is \"yes,\" and the answer to the second question is \"no.\" So now that the stock is effectively \"de-risked,\" shareholders should hold on and not be willing to sell at this price or anything less than say $100 per share.Twitter's History in a NutshellTwitter started as a \"micro-blogging\" site in 2006 by Evan Williams, Jack Dorsey and others. The site became more and more well-known over time, and reached 100 million users per day in 2012. Although growing, it was something of a corporate curiosity: the company was not profitable, and unusual for these situations, founder Jack Dorsey basically left to start another company \"Square\", now known as \"Block\" (SQ).After some internal intrigues, Dorsey returned as CEO in 2015 but without giving up his role at Square/Block. Twitter went public in 2013 at an \"IPO price\" of $25 but traded that day up to $44 per share. Investors have suffered poor returns ever since as the company struggled to obtain profitability:Share Price and Profits (Koyfin, Author)So over the last nine years, Twitter became one of the most influential companies and mediums of communication on Earth. But no one could be sure what it meant to own stock in the company. In November, Dorsey stepped away from his role as CEO and Twitter executive Parag Agrawal took over.Can Twitter Make Money? Yes.As you can see in the chart above, around halfway through the Trump administration Twitter found a way to produce net income on flat revenue. The last year's lack of net income is actually marred by the one-time event of an $800 million lawsuit settlement, so it's actually more profitable than it appears.The incredible strength of software and tech business models lies in their ability to not only grow earnings without additional capital but also in the increasing returns to scale of additional revenues. The cost of running Twitter for say 110 million users isn't much greater than the cost to run it for 100 million users, so any additional revenue \"drops straight to the bottom line.\" (This is an oversimplification, but it's still useful.)To see what I mean, look at the Income Statement from Twitter's Shareholder Letter:Twitter Income Statement (Twitter)We clearly see the $765 million line item for Twitter's share of the settlement mentioned above. So without that settlement, \"Total Costs and Expenses\" were $4,805 million in 2021 compared to $3,690 million in 2021 - so costs increased of 30%. At the same time, revenue increased year over from $3,716 million to $5,077 million for again in revenues of 36%. To the extent that this trend can keep growing, future profitability is far greater than the $272 million income from operations (without the lawsuit) we see in last year's numbers.Even if Twitter had reported net income of $250 million instead of a loss of $221 million, it would still seem expensive at a market cap of $37 billion times earnings (148x earnings). Buying at those prices indicates expectations of much higher profitability in the future, and I think that's very reasonable.But will Twitter Stay Fun? Yes.Now that we know Twitter can begin earning net income, the next question is whether or not \"the magic\" of Twitter will remain and keep it such an essential part of the marketplace. After all, others have talked about starting alternative social networks geared to conservative voices such as the \"Truth Social\" offering of Digital World Acquisition (DWAC) and the growing reach of TikTok (owned by ByteDance).Despite a number of challenges, it seems like Twitter is staying relevant and vital. Twitter suspended Donald Trump (its most influential!)user on January 8, 2021, but as you can see from this chart in the company's Shareholder Letter, both revenue and the number of users have increased from the fourth quarter of 2020 (when Trump was still on the platform) to the fourth quarter of 2022 (when he'd been off for almost a year). So Twitter's business is clearly bigger and more durable than just the effect Trump had on its growth.Twitter Year-over-Year results (Twitter Shareholder Letter)Musk has also become an increasingly active user of the platform, as you can see in this article from Visual Capitalist, which also reviews some of his best-known Tweets:Elon Musk's Tweets by Year (VisualCapitalist.com, Carmen Ang)While looking at Musk's activity alone doesn't prove anything, it seems like there are plenty of reasons to think Twitter remains vital. This article explains what Twitter means to marketing customers, so you can see that even though WhatsApp (owned by Facebook/Meta (FB)) or other social media apps may be gaining, Twitter's level of engagement and value to customers remains high.Armchair strategists have had ideas for how to make Twitter bigger, more successful and more relevant for years (see for example this article from 2016). Many have been critical, but throughout it all - the company keeps growing. So I don't know of any other way to answer the question than to say, \"Yes, Twitter keeps being fun and that's why people use it.\"What Does Musk's Offer Mean for ShareholdersMusk, of course, has a pretty storied history with Twitter, including offering to buyout Tesla for $420 per share(pre-split) and another tweet which got him sued for libel. Last month, he bought 9% of the company's stock, planned to take a seat on the board of directors, and then withdrew from consideration.Now Musk has made an offer to buy the whole company, and it's worth reading the whole test of his filing with the SEC:Musk's Offer to buy Twitter (SEC)Musk has been selling stock in Tesla(TSLA) recently, but his 17% stake is still worth approximately $175 billion - so he should be \"good for\" the $40 billion or so required to buy the rest of Twitter. (Recall that he already owns 9% of the company).There are a few ways to think about his offer:1. He wants to take over the company and run it2. He wants to draw attention to his ideas about how to run Twitter3. He's bluffing about buying Twitter and just wants attentionI'll skip over analyzing number 3 because it requires an assumption of bad faith I'm not willing to make, and focus on 1 and 2. If 1 is true and Musk thinks the company is valuable, then maybe someone else can unlock that value and shareholders' gains don't have to \"top out\" at the offer price of $54.20?If 2 is true and Musk wants to draw attention to the way he would run Twitter, this is something of the \"best of all possible\" worlds for Twitter shareholders. They'll get the benefit of Musk's ideas, but they won't give up any upside. This is also a great strategy for Musk himself. He can bring the focus of executives, directors and shareholders to his strategy, and possibly gain influence or place someone in the C-Suite or board of directors - but he doesn't have to pay a buy-out premium. He gets the benefit of forcing the company's hand to increase the value of his investment, but he doesn't have to pay a premium for it!Shareholders Can Sit Pretty - Don't Sell!For the reasons described above, I think it's clear that the value of Twitter is starting to poke out from under the surface. It remains to be seen whether the current management team can deliver, or whether it will require Musk's influence to make changes. In either case, there's little reason for outside shareholders to give up future upside by selling their shares in the market, or by supporting Musk's buyout offer.If Musk's offer is not accepted, I would expect shares to fall in price for the time being. But that doesn't mean the value of the business has declined. I would consider that a good time to buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024230759,"gmtCreate":1653872454471,"gmtModify":1676535354454,"author":{"id":"3583743246526228","authorId":"3583743246526228","name":"BK0587","avatar":"https://static.tigerbbs.com/71196abc537fa98900794dd856392848","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583743246526228","idStr":"3583743246526228"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024230759","repostId":"1132419352","repostType":4,"repost":{"id":"1132419352","pubTimestamp":1653871568,"share":"https://ttm.financial/m/news/1132419352?lang=&edition=fundamental","pubTime":"2022-05-30 08:46","market":"sg","language":"en","title":"Singapore Stocks to Watch: Bukit Sembawang, Cortina and KSH","url":"https://stock-news.laohu8.com/highlight/detail?id=1132419352","media":"The Business Times","summary":"THE following companies saw new developments that may affect trading of their securities on Monday (","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Monday (May 30):</p><p>Bukit Sembawang Estates on Friday (May 27) posted a 75 percent fall in net profit to S$29.6 million for the second half ended March 31, 2022. Revenue decreased 75 percent to S$89.4 million. Gross profit was lower by 79 percent to S$30 million mainly due to lower profit recognised on development projects. In H2, profits were recognised for 8 St Thomas, Luxus Hills (Signature Collection), The Atelier and Fraser Residence Orchard, Singapore.</p><p>Cortina Holdings on Friday (May 27) posted a 72.3 percent increase in net profit to S$43.3 million for its fiscal second half ended Mar 31 on the back of a recovery from the supply chain disruption which it faced. The recovery led to better sales mix and stock allocation, the company, which reported a net profit of S$25.2 million over the same period in the previous financial year, said in a filing on Friday (May 27).</p><p>KSH Holdings posted second-half net profit of S$14.5 million on Friday (May 27), up from S$269,000 year on year, after shares of results of associates and joint ventures hit S$19 million compared with a S$2.6 million loss a year ago.</p><p></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Bukit Sembawang, Cortina and KSH</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: Bukit Sembawang, Cortina and KSH\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 08:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-bukit-sembawang-cortina-stamford-land-ksh-isetan><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Monday (May 30):Bukit Sembawang Estates on Friday (May 27) posted a 75 percent fall in net profit to S$29.6 ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-bukit-sembawang-cortina-stamford-land-ksh-isetan\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ER0.SI":"金成兴控股有限公司","B61.SI":"万国公司","C41.SI":"高登"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-bukit-sembawang-cortina-stamford-land-ksh-isetan","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132419352","content_text":"THE following companies saw new developments that may affect trading of their securities on Monday (May 30):Bukit Sembawang Estates on Friday (May 27) posted a 75 percent fall in net profit to S$29.6 million for the second half ended March 31, 2022. Revenue decreased 75 percent to S$89.4 million. Gross profit was lower by 79 percent to S$30 million mainly due to lower profit recognised on development projects. In H2, profits were recognised for 8 St Thomas, Luxus Hills (Signature Collection), The Atelier and Fraser Residence Orchard, Singapore.Cortina Holdings on Friday (May 27) posted a 72.3 percent increase in net profit to S$43.3 million for its fiscal second half ended Mar 31 on the back of a recovery from the supply chain disruption which it faced. The recovery led to better sales mix and stock allocation, the company, which reported a net profit of S$25.2 million over the same period in the previous financial year, said in a filing on Friday (May 27).KSH Holdings posted second-half net profit of S$14.5 million on Friday (May 27), up from S$269,000 year on year, after shares of results of associates and joint ventures hit S$19 million compared with a S$2.6 million loss a year ago.","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023541798,"gmtCreate":1652936237014,"gmtModify":1676535192747,"author":{"id":"3583743246526228","authorId":"3583743246526228","name":"BK0587","avatar":"https://static.tigerbbs.com/71196abc537fa98900794dd856392848","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583743246526228","idStr":"3583743246526228"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023541798","repostId":"1146153998","repostType":4,"repost":{"id":"1146153998","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1652922707,"share":"https://ttm.financial/m/news/1146153998?lang=&edition=fundamental","pubTime":"2022-05-19 09:11","market":"us","language":"en","title":"Tiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1146153998","media":"Tiger Newspress","summary":"Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.Berkshire Hat","content":"<html><head></head><body><p>Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.</p><p>Berkshire Hathaway ranks fourth, with its holdings increasing by nearly 405% QoQ.<img src=\"https://static.tigerbbs.com/9dd7ac80335ecef3f96b6de20b08899f\" tg-width=\"1435\" tg-height=\"1850\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger Chart | Top 10 Stocks Held by Institutions By Mar 31st, 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-19 09:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.</p><p>Berkshire Hathaway ranks fourth, with its holdings increasing by nearly 405% QoQ.<img src=\"https://static.tigerbbs.com/9dd7ac80335ecef3f96b6de20b08899f\" tg-width=\"1435\" tg-height=\"1850\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","TSLA":"特斯拉","AAPL":"苹果",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","MSFT":"微软","GOOG":"谷歌","UNH":"联合健康","AMZN":"亚马逊","BRK.A":"伯克希尔","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146153998","content_text":"Apple tops institutional holdings in the 1st quarter, followed by Microsoft and Amazon.Berkshire Hathaway ranks fourth, with its holdings increasing by nearly 405% QoQ.","news_type":1},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081294082,"gmtCreate":1650243864823,"gmtModify":1676534676775,"author":{"id":"3583743246526228","authorId":"3583743246526228","name":"BK0587","avatar":"https://static.tigerbbs.com/71196abc537fa98900794dd856392848","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583743246526228","idStr":"3583743246526228"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081294082","repostId":"2227986989","repostType":4,"repost":{"id":"2227986989","pubTimestamp":1650153593,"share":"https://ttm.financial/m/news/2227986989?lang=&edition=fundamental","pubTime":"2022-04-17 07:59","market":"us","language":"en","title":"2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986989","media":"Motley Fool","summary":"Trading at merely 16 times free cash flow, this tech giant is a bargain buy.","content":"<html><head></head><body><p><b>Meta Platforms </b>( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.</p><p>While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms&#39; risks and know how these will affect the financials.</p><p><img src=\"https://static.tigerbbs.com/398f53d1e7c68dd8da25b7202c250183\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><h2>It&#39;s getting harder to grow revenue</h2><p>CEO and founder Mark Zuckerberg&#39;s vision for the metaverse won&#39;t be cheap. However, he is committed to bringing about this change through the company&#39;s Reality Labs division, which provides &#34;augmented and virtual reality related consumer hardware, software, and content.&#34; Meta broke out this division for the first time in the fourth quarter, and the results weren&#39;t pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It&#39;s also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.</p><p>Revenue is expected to be negatively affected by recent iOS privacy changes from<b> Apple</b>. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.</p><p><img src=\"https://static.tigerbbs.com/90028667ee7c0da172cd55cab6dcb759\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>Meta is also worried about ByteDance&#39;s TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook&#39;s daily active users fell from the previous quarter.</p><p>With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.</p><h2>Valuations suggest this stock is a bargain</h2><p>Are these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.</p><p>If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.</p><p>With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it&#39;s been at any time Meta&#39;s been a public company and is cheap compared to other companies in the market.</p><p><img src=\"https://static.tigerbbs.com/86b9f60c56d84ce72690d3a38faf1606\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><p>To add another factor to Meta&#39;s value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.</p><h2>When is the best time to buy?</h2><p>Meta Platforms may be facing some headwinds, but the company is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn&#39;t leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4077":"互动媒体与服务","BK4525":"远程办公概念","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4508":"社交媒体","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4573":"虚拟现实","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986989","content_text":"Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, Meta Platforms stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms' risks and know how these will affect the financials.FB Price to Free Cash Flow data by YChartsIt's getting harder to grow revenueCEO and founder Mark Zuckerberg's vision for the metaverse won't be cheap. However, he is committed to bringing about this change through the company's Reality Labs division, which provides \"augmented and virtual reality related consumer hardware, software, and content.\" Meta broke out this division for the first time in the fourth quarter, and the results weren't pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It's also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.Revenue is expected to be negatively affected by recent iOS privacy changes from Apple. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.Image source: Getty Images.Meta is also worried about ByteDance's TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook's daily active users fell from the previous quarter.With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.Valuations suggest this stock is a bargainAre these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it's been at any time Meta's been a public company and is cheap compared to other companies in the market.FB Price to Free Cash Flow data by YChartsTo add another factor to Meta's value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.When is the best time to buy?Meta Platforms may be facing some headwinds, but the company is one of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn't leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023548852,"gmtCreate":1652936284676,"gmtModify":1676535192763,"author":{"id":"3583743246526228","authorId":"3583743246526228","name":"BK0587","avatar":"https://static.tigerbbs.com/71196abc537fa98900794dd856392848","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583743246526228","idStr":"3583743246526228"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023548852","repostId":"2236814760","repostType":4,"repost":{"id":"2236814760","pubTimestamp":1652931315,"share":"https://ttm.financial/m/news/2236814760?lang=&edition=fundamental","pubTime":"2022-05-19 11:35","market":"us","language":"en","title":"Why Pfizer Looks Better Than Moderna as a Long-Term Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2236814760","media":"Motley Fool","summary":"In a post-COVID world, there are fewer question marks about Pfizer than there are about Moderna.","content":"<html><head></head><body><p>For a stock to be a strong long-term buy, investors need to have confidence that its business will be able to grow indefinitely. COVID-19 stocks that did well during the early stages of the pandemic may have questionable futures heading into next year as concerns around the pandemic subside.</p><p>Both <b>Moderna</b> and <b>Pfizer</b> are examples of companies that continue to thrive today due to the pandemic with their highly successful COVID-19 vaccines generating billions in sales for their respective companies. And while both businesses are doing well of late, Pfizer is the one that stands out to me as the better stock for long-term investors. Here&#39;s why.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F680280%2Fpeople-working-in-a-lab.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Pfizer&#39;s business is much more diverse</h2><p>COVID-19 revenue has resulted in surging revenue for Pfizer. In the first three months of 2022, the company generated money from its COVID-19 products (vaccine and pill) of nearly $15 billion, which is more than its entire revenue totaled a year ago during the same period. The company has arguably become too dependent on COVID-19 vaccine revenue.</p><p>However, Pfizer does have other segments (outside of vaccines and hospital drugs) that generate billions in quarterly revenue, including oncology and internal medicine. By comparison, all of Moderna&#39;s product revenue of $5.9 billion for the period ended March 31 comes from its only commercial product that is authorized for use -- its COVID-19 vaccine, Spikevax.</p><p>The obvious counterpoint here is that Moderna is a relatively new kid on the block. Prior to COVID-19, it was a relatively unknown company. But even with planning for the future in a post-COVID world, Pfizer has been much more aggressive in its efforts to diversify.</p><h2>Pfizer is expanding its business while Moderna stands still</h2><p>Not only is Pfizer more diverse than Moderna today, that gap is going to widen in the future. That&#39;s because while Moderna has been stockpiling cash, Pfizer has been putting some of its excess money to use. This month, the pharmaceutical giant announced it will acquire <b>Biohaven Pharmaceutical Holding</b> for $11.6 billion -- all in cash. Biohaven&#39;s focus is on developing products that target neurological diseases. It already has multiple approved products, and the company generated $318.9 million in sales in the three-month period ended March 31.</p><p>Pfizer has also been involved in other billion-dollar deals. Last year, it acquired Arena Pharmaceuticals, a clinical stage company that is developing therapies for immuno-inflammatory diseases, for $6.7 billion in another all-cash deal. Prior to that, it also paid $2.3 billion for immuno-oncology company Trillium Therapeutics. Pfizer has been making moves to bolster its portfolio and using cash to do so, meaning that investors aren&#39;t getting diluted with these acquisitions. In the meantime, Pfizer&#39;s pipeline and portfolio of drugs expands, making it a more resilient investment for the future.</p><h2>Pfizer is generating a ton more free cash</h2><p>A key factor in being able to fund more deals is having more money coming in. And over the trailing 12 months, Pfizer has been generating much more free cash than Moderna:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a2774b1a206ce9ceabd99e0e4e40ec2\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>PFE Free Cash Flow data by YCharts</span></p><p>This can go a long way in funding more acquisitions. It also enables Pfizer to pay a dividend -- something that Moderna doesn&#39;t currently do. And at 3.2%, Pfizer&#39;s dividend yield is more than double the <b>S&amp;P 500</b> average of less than 1.4%.</p><h2>The no-brainer buy is Pfizer</h2><p>Overall, Pfizer has a more diverse business than Moderna and it generates more free cash, making it a more stable buy over the long haul. Plus, with a high-yielding dividend to add on top of that, there&#39;s also plenty of incentive for investors to just buy and hold this top healthcare stock for years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Pfizer Looks Better Than Moderna as a Long-Term Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Pfizer Looks Better Than Moderna as a Long-Term Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/18/why-pfizer-looks-better-than-moderna-as-a-long-ter/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For a stock to be a strong long-term buy, investors need to have confidence that its business will be able to grow indefinitely. COVID-19 stocks that did well during the early stages of the pandemic ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/18/why-pfizer-looks-better-than-moderna-as-a-long-ter/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2022/05/18/why-pfizer-looks-better-than-moderna-as-a-long-ter/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236814760","content_text":"For a stock to be a strong long-term buy, investors need to have confidence that its business will be able to grow indefinitely. COVID-19 stocks that did well during the early stages of the pandemic may have questionable futures heading into next year as concerns around the pandemic subside.Both Moderna and Pfizer are examples of companies that continue to thrive today due to the pandemic with their highly successful COVID-19 vaccines generating billions in sales for their respective companies. And while both businesses are doing well of late, Pfizer is the one that stands out to me as the better stock for long-term investors. Here's why.Image source: Getty Images.Pfizer's business is much more diverseCOVID-19 revenue has resulted in surging revenue for Pfizer. In the first three months of 2022, the company generated money from its COVID-19 products (vaccine and pill) of nearly $15 billion, which is more than its entire revenue totaled a year ago during the same period. The company has arguably become too dependent on COVID-19 vaccine revenue.However, Pfizer does have other segments (outside of vaccines and hospital drugs) that generate billions in quarterly revenue, including oncology and internal medicine. By comparison, all of Moderna's product revenue of $5.9 billion for the period ended March 31 comes from its only commercial product that is authorized for use -- its COVID-19 vaccine, Spikevax.The obvious counterpoint here is that Moderna is a relatively new kid on the block. Prior to COVID-19, it was a relatively unknown company. But even with planning for the future in a post-COVID world, Pfizer has been much more aggressive in its efforts to diversify.Pfizer is expanding its business while Moderna stands stillNot only is Pfizer more diverse than Moderna today, that gap is going to widen in the future. That's because while Moderna has been stockpiling cash, Pfizer has been putting some of its excess money to use. This month, the pharmaceutical giant announced it will acquire Biohaven Pharmaceutical Holding for $11.6 billion -- all in cash. Biohaven's focus is on developing products that target neurological diseases. It already has multiple approved products, and the company generated $318.9 million in sales in the three-month period ended March 31.Pfizer has also been involved in other billion-dollar deals. Last year, it acquired Arena Pharmaceuticals, a clinical stage company that is developing therapies for immuno-inflammatory diseases, for $6.7 billion in another all-cash deal. Prior to that, it also paid $2.3 billion for immuno-oncology company Trillium Therapeutics. Pfizer has been making moves to bolster its portfolio and using cash to do so, meaning that investors aren't getting diluted with these acquisitions. In the meantime, Pfizer's pipeline and portfolio of drugs expands, making it a more resilient investment for the future.Pfizer is generating a ton more free cashA key factor in being able to fund more deals is having more money coming in. And over the trailing 12 months, Pfizer has been generating much more free cash than Moderna:PFE Free Cash Flow data by YChartsThis can go a long way in funding more acquisitions. It also enables Pfizer to pay a dividend -- something that Moderna doesn't currently do. And at 3.2%, Pfizer's dividend yield is more than double the S&P 500 average of less than 1.4%.The no-brainer buy is PfizerOverall, Pfizer has a more diverse business than Moderna and it generates more free cash, making it a more stable buy over the long haul. Plus, with a high-yielding dividend to add on top of that, there's also plenty of incentive for investors to just buy and hold this top healthcare stock for years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}