Susan88888 personal page - To The Moon

Susan88888

Susan88888

No personal profile

134Follow

70Followers

0Topic

0Badge

2023-01-07

Ol

Is Now the Time to Go All-In on Tesla Stock?

2023-01-02

Ok

XPeng Announces Just Under Double Increase in December Delivery

2022-10-18

oo

Pre-Bell｜Nasdaq Futures Surge over 2%; Goldman Sachs Jumps 2.3% on Earnings

2022-12-27

Ooooo

Why Tesla Is One Stock I'd Avoid in 2023

2022-12-20

Ok

Why the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets

2022-12-01

ok

2 Green Flags for Tesla's Future

2023-01-13

Ok

Sorry, the original content has been removed

2022-12-17

Ok

7 Top-Rated Large-Cap Stocks to Buy and Hold

2022-12-13

O

Options Traders Brace for Big Swings As U.S. CPI Data, Fed Meeting Loom

2022-12-08

Ok

3 China Stocks That Could Rebound in 2023, According to Analysts

2022-10-23

Ok

Palantir: My Top Stock For The Next Decade

2022-10-22

ok

Snap Sets off Alarm Bells in Ad-Reliant Social Media Sector

2022-08-01

Oo

Pre-Bell｜U.S. Stock Futures Edge Slightly Lower; Chinese EV Makers Jump

2022-12-11

Ok

Why Stock-Market Investors Shouldn’t Count on a "Santa Claus" Rally This Year

2022-11-22

ok

Apple And Taiwan Semiconductor: Let's Ask Buffett

2022-04-10

Ok

Nasdaq Bear Market: 4 Beaten-Down Growth Stocks You'll Regret Not Buying On the Dip

2022-03-01

Ok

S&P 500 Ends Lower as West Hits Russia with Sanctions

2022-12-30

O

Tesla: Buy The Bloodbath

2022-12-10

Ok

Elon Musk’s Tweeting Is Problematic for Tesla Stock. Here’s Proof

2022-11-11

Ok

CPI: A Relief For Markets But Details Only Moderately Bullish

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3583887401916273","uuid":"3583887401916273","gmtCreate":1625010929922,"gmtModify":1632197461145,"name":"Susan88888","pinyin":"susan88888","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":70,"headSize":134,"tweetSize":386,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.26","exceedPercentage":"93.39%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":9956102168,"gmtCreate":1673921137254,"gmtModify":1676538903350,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Good one....&nbsp;","listText":"Good one....&nbsp;","text":"Good one....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956102168","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956102389,"gmtCreate":1673921125941,"gmtModify":1676538903350,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Game! ! !","listText":"Game! ! !","text":"Game! ! !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956102389","isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956106576,"gmtCreate":1673921098096,"gmtModify":1676538903333,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Good!&nbsp;","listText":"Good!&nbsp;","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956106576","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956106217,"gmtCreate":1673921082640,"gmtModify":1676538903334,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956106217","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956934581,"gmtCreate":1673877998944,"gmtModify":1676538897613,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956934581","repostId":"2303469523","repostType":4,"repost":{"id":"2303469523","kind":"highlight","pubTimestamp":1673870004,"share":"https://ttm.financial/m/news/2303469523?lang=&edition=fundamental","pubTime":"2023-01-16 19:53","market":"us","language":"en","title":"Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes","url":"https://stock-news.laohu8.com/highlight/detail?id=2303469523","media":"Motley Fool","summary":"Warren Buffett's company Berkshire Hathaway has greatly outperformed the stock market since 1965.","content":"<html><head></head><body><p>If you are an active investor, then you&#39;ve likely heard the name Warren Buffett once or twice, given that he&#39;s one of the greatest investors of all time.</p><p>His company <b>Berkshire Hathaway</b> has beaten the broader market handily since Buffett took over the firm in 1965. A big part of Berkshire&#39;s outperformance is thanks to its large equities portfolio now valued at more than $322 billion, where Buffett and his investing team buy and sell individual stocks.</p><p>When choosing individual stocks, retail investors can learn a lot from the Oracle of Omaha&#39;s investing strategy. They should take Warren Buffett&#39;s advice and buy stocks with these three attributes.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaf4cfd62150fe71eaf74e63fe8dad0b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: The Motley Fool.</span></p><h2>1. Consistent performance</h2><p>The first thing Buffett looks for is whether or not the company he is interested in has a solid track record when it comes to financial performance.</p><p>One of the ways Buffett evaluates this is through return on shareholder equity (ROE), which is defined as net income divided by equity, and profit margins, which looks at how much of a company&#39;s revenue becomes profit. The goal is not to find a company that can generate a strong ROE or profit margin once, but one that can do it over and over and through a variety of different economic environments.</p><p>For instance, one of Berkshire Hathaway&#39;s largest holdings, the credit card and payments firm <b>American Express</b>, has generated above a 12% ROE for the last decade, and many times that ROE was 25% or above. Meanwhile, <b>Apple</b>, which is by far Berkshire&#39;s largest holding in its portfolio, has had over a 20% profit margin since 2010.</p><h2>2. Valuation</h2><p>Buffett has been a great value investor over the years; he purchases stocks trading below their intrinsic value that the market has either ignored or perhaps doesn&#39;t understand, but that will trade up to or above their intrinsic value over time.</p><p>Now, there is a method to the madness, and Buffett and Berkshire do not simply look for stocks trading at bargain valuations. As Buffett once wrote in a letter to shareholders, &#34;It&#39;s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.&#34;</p><p>That means don&#39;t let valuation blind you. If something is trading at a huge discount to its book value, there is likely a good reason for the discount. Instead, it&#39;s a better idea to find a company that is great and that you can buy at a fair valuation, which will serve you better long term.</p><p>One example is <b>Bank of America</b>, the second-largest holding in Berkshire&#39;s portfolio. Bank of America currently trades at about 160% of its tangible book value, which is hardly a discounted bank stock valuation, especially in today&#39;s market. But Bank of America is now the second-largest bank by assets in the U.S., is highly profitable, and has developed a strong moat with its deposit and lending franchise. Long term, Buffett believes this is still a very fair valuation at which to own the stock.</p><h2>3. An impenetrable brand</h2><p>Another theme you will see among many of Berkshire&#39;s holdings is incredibly strong brand power. Think Apple and <b>Coca-Cola</b>. Now, why does Buffett like strong brands? It&#39;s not because of the funny commercials.</p><p>The real reason is that strong brands provide these companies with a tremendous amount of pricing power. This comes in handy in times of high inflation like the one we are in today. Even though Apple&#39;s or Coca-Cola&#39;s cost of doing business has gone up, their strong brands allow them to raise the prices of their products without too much pushback from consumers.</p><p>Think about the iPhone and what a big part of people&#39;s lives it has become. If the price of an iPhone goes up $100, most consumers are still going to buy it anyway, especially if they&#39;ve been with the brand for a while. And how many times have you heard somebody say they will never drink <b>Pepsi</b> over Coke?</p><p>Even if Pepsi happens to be cheaper, odds are that if a person has a choice between the two, they are still likely going to pick Coke. Companies with this kind of branding power can be great long-term stocks to own.</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>Take Warren Buffett's Advice: Buy Stocks With These 3 Attributes</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\">\nTake Warren Buffett's Advice: Buy Stocks With These 3 Attributes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-16 19:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.His company Berkshire Hathaway has beaten the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4507":"流媒体概念","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4571":"数字音乐概念","BAC":"美国银行","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4559":"巴菲特持仓","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0444971666.USD":"天利全球科技基金","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","BRK.A":"伯克希尔","KO":"可口可乐","BK4505":"高瓴资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BRK.B":"伯克希尔B","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","PEP":"百事可乐","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4573":"虚拟现实","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","AAPL":"苹果","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4575":"芯片概念","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4574":"无人驾驶","AXP":"美国运通","BK4554":"元宇宙及AR概念","BK4515":"5G概念","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://www.fool.com/investing/2023/01/15/take-warren-buffetts-advice-buy-stocks-with-these/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303469523","content_text":"If you are an active investor, then you've likely heard the name Warren Buffett once or twice, given that he's one of the greatest investors of all time.His company Berkshire Hathaway has beaten the broader market handily since Buffett took over the firm in 1965. A big part of Berkshire's outperformance is thanks to its large equities portfolio now valued at more than $322 billion, where Buffett and his investing team buy and sell individual stocks.When choosing individual stocks, retail investors can learn a lot from the Oracle of Omaha's investing strategy. They should take Warren Buffett's advice and buy stocks with these three attributes.Image source: The Motley Fool.1. Consistent performanceThe first thing Buffett looks for is whether or not the company he is interested in has a solid track record when it comes to financial performance.One of the ways Buffett evaluates this is through return on shareholder equity (ROE), which is defined as net income divided by equity, and profit margins, which looks at how much of a company's revenue becomes profit. The goal is not to find a company that can generate a strong ROE or profit margin once, but one that can do it over and over and through a variety of different economic environments.For instance, one of Berkshire Hathaway's largest holdings, the credit card and payments firm American Express, has generated above a 12% ROE for the last decade, and many times that ROE was 25% or above. Meanwhile, Apple, which is by far Berkshire's largest holding in its portfolio, has had over a 20% profit margin since 2010.2. ValuationBuffett has been a great value investor over the years; he purchases stocks trading below their intrinsic value that the market has either ignored or perhaps doesn't understand, but that will trade up to or above their intrinsic value over time.Now, there is a method to the madness, and Buffett and Berkshire do not simply look for stocks trading at bargain valuations. As Buffett once wrote in a letter to shareholders, \"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price.\"That means don't let valuation blind you. If something is trading at a huge discount to its book value, there is likely a good reason for the discount. Instead, it's a better idea to find a company that is great and that you can buy at a fair valuation, which will serve you better long term.One example is Bank of America, the second-largest holding in Berkshire's portfolio. Bank of America currently trades at about 160% of its tangible book value, which is hardly a discounted bank stock valuation, especially in today's market. But Bank of America is now the second-largest bank by assets in the U.S., is highly profitable, and has developed a strong moat with its deposit and lending franchise. Long term, Buffett believes this is still a very fair valuation at which to own the stock.3. An impenetrable brandAnother theme you will see among many of Berkshire's holdings is incredibly strong brand power. Think Apple and Coca-Cola. Now, why does Buffett like strong brands? It's not because of the funny commercials.The real reason is that strong brands provide these companies with a tremendous amount of pricing power. This comes in handy in times of high inflation like the one we are in today. Even though Apple's or Coca-Cola's cost of doing business has gone up, their strong brands allow them to raise the prices of their products without too much pushback from consumers.Think about the iPhone and what a big part of people's lives it has become. If the price of an iPhone goes up $100, most consumers are still going to buy it anyway, especially if they've been with the brand for a while. And how many times have you heard somebody say they will never drink Pepsi over Coke?Even if Pepsi happens to be cheaper, odds are that if a person has a choice between the two, they are still likely going to pick Coke. Companies with this kind of branding power can be great long-term stocks to own.","news_type":1},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958092636,"gmtCreate":1673577596725,"gmtModify":1676538859134,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958092636","repostId":"2303810335","repostType":4,"repost":{"id":"2303810335","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1673563390,"share":"https://ttm.financial/m/news/2303810335?lang=&edition=fundamental","pubTime":"2023-01-13 06:43","market":"us","language":"en","title":"Wall St Ends up As Data Suggests Inflation May Be on Downward Trend","url":"https://stock-news.laohu8.com/highlight/detail?id=2303810335","media":"Reuters","summary":"* U.S. consumer prices fall in December* Quarterly results from big banks due Friday* Indexes: Dow u","content":"<html><head></head><body><p>* U.S. consumer prices fall in December</p><p>* Quarterly results from big banks due Friday</p><p>* Indexes: Dow up 0.6%, S&amp;P 500 up 0.3%, Nasdaq up 0.6%</p><p><img src=\"https://static.tigerbbs.com/bf60bcb8f2706d6f09a78f5d65623af7\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Jan 12 (Reuters) - U.S. stocks closed slightly higher on Thursday as data showing a fall in consumer prices in December bolstered expectations of less aggressive interest rate hikes from the Federal Reserve.</p><p>U.S consumer prices fell for the first time in more than 2-1/2 years in December, the report showed, giving some hope that inflation was now on a sustained downward trend.</p><p>&#34;Most investors are seeing inflation come down. That&#39;s a positive sign, and I would expect earnings to be decent,&#34; said Gary Bradshaw, portfolio manager at Hodges Capital Management in Dallas, Texas.</p><p>Friday brings results from a number of big U.S. banks, kicking off the start of the fourth-quarter earnings season for S&amp;P 500 companies.</p><p>Trading was choppy following the CPI data. Rents remained very high in the report, while the labor market remains tight, and inflation is still well above the Fed&#39;s target.</p><p>A separate report on Thursday showed weekly jobless claims fell last week.</p><p>But some strategists said the slowdown in U.S. inflation may pave the way for the Fed to be able to bring down consumer prices without badly damaging growth.</p><p>Traders&#39; bets of a 25-basis point rate hike by the Fed in February shot up to 91% after the data, from 77% previously.</p><p>Microsoft shares rose 1.2%, providing the biggest boost to the S&amp;P 500 and Nasdaq, while energy shares also were higher along with oil prices. Energy rose 1.9% and was the day&#39;s best performer among sectors.</p><p>The Dow Jones Industrial Average rose 216.96 points, or 0.64%, to 34,189.97, the S&amp;P 500 gained 13.56 points, or 0.34%, to 3,983.17 and the Nasdaq Composite added 69.43 points, or 0.64%, to 11,001.10.</p><p>The S&amp;P 500 is now up 3.7% for the year so far.</p><p>&#34;The (CPI) report confirms that inflation is in a downward trend and that it has reversed,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>Philadelphia Fed President Patrick Harker and St. Louis Fed President James Bullard acknowledged the moderation in prices, but stressed on the need for further monetary policy tightening to bring inflation down to the central bank&#39;s target.</p><p>The Fed raised the key rate by 50 basis points in December, after four back-to-back 75-bps hikes.</p><p>Big U.S. banks are forecast to report lower fourth-quarter profits, as lenders stockpile funds to prepare for an economic slowdown.</p><p>Also, overall S&amp;P 500 earnings are expected to have declined year-over-year in the fourth quarter, according to IBES data from Refinitiv, which would be the first quarterly U.S. earnings decline since 2020.</p><p>Tesla Inc shares ended near flat after Bloomberg, citing people familiar with the matter, reported the carmaker has delayed plans to expand its Shanghai factory.</p><p>Volume on U.S. exchanges was 12.14 billion shares, compared with the 10.88 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.75-to-1 ratio; on Nasdaq, a 2.50-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 14 new 52-week highs and one new low; the Nasdaq Composite recorded 96 new highs and 16 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Ends up As Data Suggests Inflation May Be on Downward Trend</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall St Ends up As Data Suggests Inflation May Be on Downward Trend\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-13 06:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. consumer prices fall in December</p><p>* Quarterly results from big banks due Friday</p><p>* Indexes: Dow up 0.6%, S&amp;P 500 up 0.3%, Nasdaq up 0.6%</p><p><img src=\"https://static.tigerbbs.com/bf60bcb8f2706d6f09a78f5d65623af7\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Jan 12 (Reuters) - U.S. stocks closed slightly higher on Thursday as data showing a fall in consumer prices in December bolstered expectations of less aggressive interest rate hikes from the Federal Reserve.</p><p>U.S consumer prices fell for the first time in more than 2-1/2 years in December, the report showed, giving some hope that inflation was now on a sustained downward trend.</p><p>&#34;Most investors are seeing inflation come down. That&#39;s a positive sign, and I would expect earnings to be decent,&#34; said Gary Bradshaw, portfolio manager at Hodges Capital Management in Dallas, Texas.</p><p>Friday brings results from a number of big U.S. banks, kicking off the start of the fourth-quarter earnings season for S&amp;P 500 companies.</p><p>Trading was choppy following the CPI data. Rents remained very high in the report, while the labor market remains tight, and inflation is still well above the Fed&#39;s target.</p><p>A separate report on Thursday showed weekly jobless claims fell last week.</p><p>But some strategists said the slowdown in U.S. inflation may pave the way for the Fed to be able to bring down consumer prices without badly damaging growth.</p><p>Traders&#39; bets of a 25-basis point rate hike by the Fed in February shot up to 91% after the data, from 77% previously.</p><p>Microsoft shares rose 1.2%, providing the biggest boost to the S&amp;P 500 and Nasdaq, while energy shares also were higher along with oil prices. Energy rose 1.9% and was the day&#39;s best performer among sectors.</p><p>The Dow Jones Industrial Average rose 216.96 points, or 0.64%, to 34,189.97, the S&amp;P 500 gained 13.56 points, or 0.34%, to 3,983.17 and the Nasdaq Composite added 69.43 points, or 0.64%, to 11,001.10.</p><p>The S&amp;P 500 is now up 3.7% for the year so far.</p><p>&#34;The (CPI) report confirms that inflation is in a downward trend and that it has reversed,&#34; said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.</p><p>Philadelphia Fed President Patrick Harker and St. Louis Fed President James Bullard acknowledged the moderation in prices, but stressed on the need for further monetary policy tightening to bring inflation down to the central bank&#39;s target.</p><p>The Fed raised the key rate by 50 basis points in December, after four back-to-back 75-bps hikes.</p><p>Big U.S. banks are forecast to report lower fourth-quarter profits, as lenders stockpile funds to prepare for an economic slowdown.</p><p>Also, overall S&amp;P 500 earnings are expected to have declined year-over-year in the fourth quarter, according to IBES data from Refinitiv, which would be the first quarterly U.S. earnings decline since 2020.</p><p>Tesla Inc shares ended near flat after Bloomberg, citing people familiar with the matter, reported the carmaker has delayed plans to expand its Shanghai factory.</p><p>Volume on U.S. exchanges was 12.14 billion shares, compared with the 10.88 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 3.75-to-1 ratio; on Nasdaq, a 2.50-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 14 new 52-week highs and one new low; the Nasdaq Composite recorded 96 new highs and 16 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4504":"桥水持仓","MSFT":"微软","BK4550":"红杉资本持仓","BK4539":"次新股",".DJI":"道琼斯","BK4079":"房地产服务","TSLA":"特斯拉","BK4585":"ETF&股票定投概念","BK4559":"巴菲特持仓",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303810335","content_text":"* U.S. consumer prices fall in December* Quarterly results from big banks due Friday* Indexes: Dow up 0.6%, S&P 500 up 0.3%, Nasdaq up 0.6%NEW YORK, Jan 12 (Reuters) - U.S. stocks closed slightly higher on Thursday as data showing a fall in consumer prices in December bolstered expectations of less aggressive interest rate hikes from the Federal Reserve.U.S consumer prices fell for the first time in more than 2-1/2 years in December, the report showed, giving some hope that inflation was now on a sustained downward trend.\"Most investors are seeing inflation come down. That's a positive sign, and I would expect earnings to be decent,\" said Gary Bradshaw, portfolio manager at Hodges Capital Management in Dallas, Texas.Friday brings results from a number of big U.S. banks, kicking off the start of the fourth-quarter earnings season for S&P 500 companies.Trading was choppy following the CPI data. Rents remained very high in the report, while the labor market remains tight, and inflation is still well above the Fed's target.A separate report on Thursday showed weekly jobless claims fell last week.But some strategists said the slowdown in U.S. inflation may pave the way for the Fed to be able to bring down consumer prices without badly damaging growth.Traders' bets of a 25-basis point rate hike by the Fed in February shot up to 91% after the data, from 77% previously.Microsoft shares rose 1.2%, providing the biggest boost to the S&P 500 and Nasdaq, while energy shares also were higher along with oil prices. Energy rose 1.9% and was the day's best performer among sectors.The Dow Jones Industrial Average rose 216.96 points, or 0.64%, to 34,189.97, the S&P 500 gained 13.56 points, or 0.34%, to 3,983.17 and the Nasdaq Composite added 69.43 points, or 0.64%, to 11,001.10.The S&P 500 is now up 3.7% for the year so far.\"The (CPI) report confirms that inflation is in a downward trend and that it has reversed,\" said Peter Cardillo, chief market economist at Spartan Capital Securities in New York.Philadelphia Fed President Patrick Harker and St. Louis Fed President James Bullard acknowledged the moderation in prices, but stressed on the need for further monetary policy tightening to bring inflation down to the central bank's target.The Fed raised the key rate by 50 basis points in December, after four back-to-back 75-bps hikes.Big U.S. banks are forecast to report lower fourth-quarter profits, as lenders stockpile funds to prepare for an economic slowdown.Also, overall S&P 500 earnings are expected to have declined year-over-year in the fourth quarter, according to IBES data from Refinitiv, which would be the first quarterly U.S. earnings decline since 2020.Tesla Inc shares ended near flat after Bloomberg, citing people familiar with the matter, reported the carmaker has delayed plans to expand its Shanghai factory.Volume on U.S. exchanges was 12.14 billion shares, compared with the 10.88 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 3.75-to-1 ratio; on Nasdaq, a 2.50-to-1 ratio favored advancers.The S&P 500 posted 14 new 52-week highs and one new low; the Nasdaq Composite recorded 96 new highs and 16 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951351276,"gmtCreate":1673403155195,"gmtModify":1676538831304,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951351276","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9951012429,"gmtCreate":1673356417661,"gmtModify":1676538823177,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Oooooooooooooo","listText":"Oooooooooooooo","text":"Oooooooooooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951012429","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953255239,"gmtCreate":1673273777021,"gmtModify":1676538809546,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953255239","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953252294,"gmtCreate":1673273509819,"gmtModify":1676538809514,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9953252294","repostId":"1182490035","repostType":4,"repost":{"id":"1182490035","kind":"news","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":1673270355,"share":"https://ttm.financial/m/news/1182490035?lang=&edition=fundamental","pubTime":"2023-01-09 21:19","market":"fut","language":"en","title":"Pre-Bell｜U.S. Stock Futures Rise on China Reopening Optimism; Lululemon Fell More Than 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182490035","media":"Tiger Newspress","summary":"U.S. stock index futures edged higher on Monday on optimism around China reopening its borders, whil","content":"<html><head></head><body><p>U.S. stock index futures edged higher on Monday on optimism around China reopening its borders, while signs of cooling in the labor market boosted bets of a slower pace of rate hikes by the U.S. Federal Reserve.</p><h2><b>Market Snapshot</b></h2><p>At 8:17 a.m. ET, Dow e-minis were up 80 points, or 0.24%, S&amp;P 500 e-minis were up 13 points, or 0.33%, and Nasdaq 100 e-minis were up 45.75 points, or 0.41%.</p><p><img src=\"https://static.tigerbbs.com/c139239534296bb3b6f181af65e1e296\" tg-width=\"367\" tg-height=\"196\" width=\"100%\" height=\"auto\"/></p><h2><b>Pre-Market Movers</b></h2><p>Lululemon— Shares of the Canadian apparel company fell more than 10% after Lululemon lowered its gross margin guidance for the first quarter. The “athleisure” chain raised its net revenue guidance for the fourth quarter and now expects growth of 25% or more, year over year.</p><p>Visa,Mastercard— Shares of the payments companies gained 1.1% and 1.7% respectively, after Keybanc upgraded their ratings from sector weight.</p><p>Duck Creek— The provider of intelligence solutions for the insurance industry will be taken private by Vista for $19 a share in cash, CNBC’s David Faber reported. The deal should be announced shortly, he said. Shares surged 39%.</p><p>Zillow— Shares of the real estate marketplace company gained 4% after Bank of America double upgraded the stock to buy, citing its improved growth outlook despite a challenging macroeconomic environment.</p><p>Hologic— The women’s diagnostics provider reported fiscal first quarter revenue Sunday that topped its most recent guidance and Wall Street analyst estimates. Shares gained 2.8% premarket.</p><p>Energy stocks — Risingoil pricessent several energy stocks higher premarket.Marathon Oil,Halliburton,EOG ResourcesandHessall rallied more than 2%.</p><p>Bed, Bath &amp; Beyond— Shares of the beleaguered retailer jumped more than 17% premarket. Bed, Bath &amp; Beyond last week warned of its ability to continue as a going concern, sending shares plummeting.</p><p>Oracle— Shares of the software maker rose more than 1% in premarket trading following an upgrade to overweight from neutral by Piper Sandler. The investment bank said in a note that Oracle’s cloud business could see annual growth above 20% in the next few years.</p><p>Uber— Shares gained 2.8% after the rideshare platform wasupgraded to overweightfrom neutral by Piper Sandler. The bank said increased car prices will push consumers to Uber and other rideshare platforms.</p><p>Nvidia— The stock gained 1.6% premarket after being named a top pick by Wells Fargo analysts, who said they see a positive data center product-cycle materializing through 2023.</p><p>Tesla– Shares of Tesla rose 3.7% premarket Monday after Elon Musk attorneys on Saturdayasked a California courtto move a trial over the company stock to Texas, citing local negativity.</p><p>Ferrari— Shares rallied more than 2% premarket after being named a top pick for 2023 by Bank of America. Analysts noted the automaker’s balanced strategy, resilient financial performance and conservative 2023 outlook.</p><h2><b>Market News</b></h2><p><b>Lululemon Falls 11% After Setting Holiday Guidance Below Expectations</b></p><p>Lululemon Athletica (NASDAQ:LULU) updated guidance ahead of the athletic apparel company&#39;s appearance at the ICR Conference in Orlando on Monday.Lululemon (LULU) expects to report Q4 revenue will be in the range of $2.660Bto $2.700B vs. prior guidance for $2.605B to $2.655B and $2.67B consensus.EPS is now expected to be in the range of $4.22 to $4.27 for Q4 vs. previous guidance range of $4.20 to $4.30 and the consensus mark of $4.30.</p><p><b>AstraZeneca Agrees to Buy U.S.-Based CinCor in Deal Valued at $1.3 Billion</b></p><p>AstraZeneca PLC said Monday that it has agreed to buy <a href=\"https://laohu8.com/S/CINC\">CinCor Pharma, Inc.</a>, acquiring global rights to the latter&#39;s baxdrostat cardiorenal drug for an upfront transaction value of around $1.3 billion.</p><p>The Anglo-Swedish pharma giant said that it will initiate a tender offer to acquire all of U.S.-listed clinical-stage biopharmaceutical company CinCor&#39;s (CINC) outstanding shares, for a price of $26 a share in cash at the closing of the deal, along with a non-tradable contingent value right of $10 a share in cash payable upon a specified regulatory submission of a baxdrostat product. The deal is expected to close in the first quarter.</p><p><b>Goldman to Cut About 3,200 Jobs This Week After Cost Review</b></p><p>Goldman Sachs Group Inc. is embarking on one of its biggest round of job cuts ever as it locks in on a plan to eliminate about 3,200 positions this week, with the bank’s leadership going deeper than rivals to shed jobs.</p><p>The firm is expected to start the process mid-week and the total number of people affected will not exceed 3,200, according to a person with knowledge of the matter. More than a third of those will likely be from within its core trading and banking units, indicating the broad nature of the cuts. The firm is also poised to unveil financials tied to a new unit that houses its credit card and installment-lending business, which will record more than $2 billion in pretax losses, the people said, asking not to be identified discussing private information.</p><p><b>Ant Group Says No Plan for IPO, Focusing on Business Optimisation</b></p><p>China&#39;s fintech giant Ant Group has no plan to initiate an initial public offering (IPO), it said on Sunday in an emailed statement to Reuters.</p><p>&#34;Ant Group has been focusing on its business rectification and optimisation, and does not have a plan for an IPO,&#34; the company spokesperson said.</p><p>Ant Group said on Saturday that its founder Jack Ma no longer controls the company after a series of shareholding adjustments that saw him give up most of his voting rights.</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>Pre-Bell｜U.S. Stock Futures Rise on China Reopening Optimism; Lululemon Fell More Than 10%</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\">\nPre-Bell｜U.S. Stock Futures Rise on China Reopening Optimism; Lululemon Fell More Than 10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-09 21:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures edged higher on Monday on optimism around China reopening its borders, while signs of cooling in the labor market boosted bets of a slower pace of rate hikes by the U.S. Federal Reserve.</p><h2><b>Market Snapshot</b></h2><p>At 8:17 a.m. ET, Dow e-minis were up 80 points, or 0.24%, S&amp;P 500 e-minis were up 13 points, or 0.33%, and Nasdaq 100 e-minis were up 45.75 points, or 0.41%.</p><p><img src=\"https://static.tigerbbs.com/c139239534296bb3b6f181af65e1e296\" tg-width=\"367\" tg-height=\"196\" width=\"100%\" height=\"auto\"/></p><h2><b>Pre-Market Movers</b></h2><p>Lululemon— Shares of the Canadian apparel company fell more than 10% after Lululemon lowered its gross margin guidance for the first quarter. The “athleisure” chain raised its net revenue guidance for the fourth quarter and now expects growth of 25% or more, year over year.</p><p>Visa,Mastercard— Shares of the payments companies gained 1.1% and 1.7% respectively, after Keybanc upgraded their ratings from sector weight.</p><p>Duck Creek— The provider of intelligence solutions for the insurance industry will be taken private by Vista for $19 a share in cash, CNBC’s David Faber reported. The deal should be announced shortly, he said. Shares surged 39%.</p><p>Zillow— Shares of the real estate marketplace company gained 4% after Bank of America double upgraded the stock to buy, citing its improved growth outlook despite a challenging macroeconomic environment.</p><p>Hologic— The women’s diagnostics provider reported fiscal first quarter revenue Sunday that topped its most recent guidance and Wall Street analyst estimates. Shares gained 2.8% premarket.</p><p>Energy stocks — Risingoil pricessent several energy stocks higher premarket.Marathon Oil,Halliburton,EOG ResourcesandHessall rallied more than 2%.</p><p>Bed, Bath &amp; Beyond— Shares of the beleaguered retailer jumped more than 17% premarket. Bed, Bath &amp; Beyond last week warned of its ability to continue as a going concern, sending shares plummeting.</p><p>Oracle— Shares of the software maker rose more than 1% in premarket trading following an upgrade to overweight from neutral by Piper Sandler. The investment bank said in a note that Oracle’s cloud business could see annual growth above 20% in the next few years.</p><p>Uber— Shares gained 2.8% after the rideshare platform wasupgraded to overweightfrom neutral by Piper Sandler. The bank said increased car prices will push consumers to Uber and other rideshare platforms.</p><p>Nvidia— The stock gained 1.6% premarket after being named a top pick by Wells Fargo analysts, who said they see a positive data center product-cycle materializing through 2023.</p><p>Tesla– Shares of Tesla rose 3.7% premarket Monday after Elon Musk attorneys on Saturdayasked a California courtto move a trial over the company stock to Texas, citing local negativity.</p><p>Ferrari— Shares rallied more than 2% premarket after being named a top pick for 2023 by Bank of America. Analysts noted the automaker’s balanced strategy, resilient financial performance and conservative 2023 outlook.</p><h2><b>Market News</b></h2><p><b>Lululemon Falls 11% After Setting Holiday Guidance Below Expectations</b></p><p>Lululemon Athletica (NASDAQ:LULU) updated guidance ahead of the athletic apparel company&#39;s appearance at the ICR Conference in Orlando on Monday.Lululemon (LULU) expects to report Q4 revenue will be in the range of $2.660Bto $2.700B vs. prior guidance for $2.605B to $2.655B and $2.67B consensus.EPS is now expected to be in the range of $4.22 to $4.27 for Q4 vs. previous guidance range of $4.20 to $4.30 and the consensus mark of $4.30.</p><p><b>AstraZeneca Agrees to Buy U.S.-Based CinCor in Deal Valued at $1.3 Billion</b></p><p>AstraZeneca PLC said Monday that it has agreed to buy <a href=\"https://laohu8.com/S/CINC\">CinCor Pharma, Inc.</a>, acquiring global rights to the latter&#39;s baxdrostat cardiorenal drug for an upfront transaction value of around $1.3 billion.</p><p>The Anglo-Swedish pharma giant said that it will initiate a tender offer to acquire all of U.S.-listed clinical-stage biopharmaceutical company CinCor&#39;s (CINC) outstanding shares, for a price of $26 a share in cash at the closing of the deal, along with a non-tradable contingent value right of $10 a share in cash payable upon a specified regulatory submission of a baxdrostat product. The deal is expected to close in the first quarter.</p><p><b>Goldman to Cut About 3,200 Jobs This Week After Cost Review</b></p><p>Goldman Sachs Group Inc. is embarking on one of its biggest round of job cuts ever as it locks in on a plan to eliminate about 3,200 positions this week, with the bank’s leadership going deeper than rivals to shed jobs.</p><p>The firm is expected to start the process mid-week and the total number of people affected will not exceed 3,200, according to a person with knowledge of the matter. More than a third of those will likely be from within its core trading and banking units, indicating the broad nature of the cuts. The firm is also poised to unveil financials tied to a new unit that houses its credit card and installment-lending business, which will record more than $2 billion in pretax losses, the people said, asking not to be identified discussing private information.</p><p><b>Ant Group Says No Plan for IPO, Focusing on Business Optimisation</b></p><p>China&#39;s fintech giant Ant Group has no plan to initiate an initial public offering (IPO), it said on Sunday in an emailed statement to Reuters.</p><p>&#34;Ant Group has been focusing on its business rectification and optimisation, and does not have a plan for an IPO,&#34; the company spokesperson said.</p><p>Ant Group said on Saturday that its founder Jack Ma no longer controls the company after a series of shareholding adjustments that saw him give up most of his voting rights.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182490035","content_text":"U.S. stock index futures edged higher on Monday on optimism around China reopening its borders, while signs of cooling in the labor market boosted bets of a slower pace of rate hikes by the U.S. Federal Reserve.Market SnapshotAt 8:17 a.m. ET, Dow e-minis were up 80 points, or 0.24%, S&P 500 e-minis were up 13 points, or 0.33%, and Nasdaq 100 e-minis were up 45.75 points, or 0.41%.Pre-Market MoversLululemon— Shares of the Canadian apparel company fell more than 10% after Lululemon lowered its gross margin guidance for the first quarter. The “athleisure” chain raised its net revenue guidance for the fourth quarter and now expects growth of 25% or more, year over year.Visa,Mastercard— Shares of the payments companies gained 1.1% and 1.7% respectively, after Keybanc upgraded their ratings from sector weight.Duck Creek— The provider of intelligence solutions for the insurance industry will be taken private by Vista for $19 a share in cash, CNBC’s David Faber reported. The deal should be announced shortly, he said. Shares surged 39%.Zillow— Shares of the real estate marketplace company gained 4% after Bank of America double upgraded the stock to buy, citing its improved growth outlook despite a challenging macroeconomic environment.Hologic— The women’s diagnostics provider reported fiscal first quarter revenue Sunday that topped its most recent guidance and Wall Street analyst estimates. Shares gained 2.8% premarket.Energy stocks — Risingoil pricessent several energy stocks higher premarket.Marathon Oil,Halliburton,EOG ResourcesandHessall rallied more than 2%.Bed, Bath & Beyond— Shares of the beleaguered retailer jumped more than 17% premarket. Bed, Bath & Beyond last week warned of its ability to continue as a going concern, sending shares plummeting.Oracle— Shares of the software maker rose more than 1% in premarket trading following an upgrade to overweight from neutral by Piper Sandler. The investment bank said in a note that Oracle’s cloud business could see annual growth above 20% in the next few years.Uber— Shares gained 2.8% after the rideshare platform wasupgraded to overweightfrom neutral by Piper Sandler. The bank said increased car prices will push consumers to Uber and other rideshare platforms.Nvidia— The stock gained 1.6% premarket after being named a top pick by Wells Fargo analysts, who said they see a positive data center product-cycle materializing through 2023.Tesla– Shares of Tesla rose 3.7% premarket Monday after Elon Musk attorneys on Saturdayasked a California courtto move a trial over the company stock to Texas, citing local negativity.Ferrari— Shares rallied more than 2% premarket after being named a top pick for 2023 by Bank of America. Analysts noted the automaker’s balanced strategy, resilient financial performance and conservative 2023 outlook.Market NewsLululemon Falls 11% After Setting Holiday Guidance Below ExpectationsLululemon Athletica (NASDAQ:LULU) updated guidance ahead of the athletic apparel company's appearance at the ICR Conference in Orlando on Monday.Lululemon (LULU) expects to report Q4 revenue will be in the range of $2.660Bto $2.700B vs. prior guidance for $2.605B to $2.655B and $2.67B consensus.EPS is now expected to be in the range of $4.22 to $4.27 for Q4 vs. previous guidance range of $4.20 to $4.30 and the consensus mark of $4.30.AstraZeneca Agrees to Buy U.S.-Based CinCor in Deal Valued at $1.3 BillionAstraZeneca PLC said Monday that it has agreed to buy CinCor Pharma, Inc., acquiring global rights to the latter's baxdrostat cardiorenal drug for an upfront transaction value of around $1.3 billion.The Anglo-Swedish pharma giant said that it will initiate a tender offer to acquire all of U.S.-listed clinical-stage biopharmaceutical company CinCor's (CINC) outstanding shares, for a price of $26 a share in cash at the closing of the deal, along with a non-tradable contingent value right of $10 a share in cash payable upon a specified regulatory submission of a baxdrostat product. The deal is expected to close in the first quarter.Goldman to Cut About 3,200 Jobs This Week After Cost ReviewGoldman Sachs Group Inc. is embarking on one of its biggest round of job cuts ever as it locks in on a plan to eliminate about 3,200 positions this week, with the bank’s leadership going deeper than rivals to shed jobs.The firm is expected to start the process mid-week and the total number of people affected will not exceed 3,200, according to a person with knowledge of the matter. More than a third of those will likely be from within its core trading and banking units, indicating the broad nature of the cuts. The firm is also poised to unveil financials tied to a new unit that houses its credit card and installment-lending business, which will record more than $2 billion in pretax losses, the people said, asking not to be identified discussing private information.Ant Group Says No Plan for IPO, Focusing on Business OptimisationChina's fintech giant Ant Group has no plan to initiate an initial public offering (IPO), it said on Sunday in an emailed statement to Reuters.\"Ant Group has been focusing on its business rectification and optimisation, and does not have a plan for an IPO,\" the company spokesperson said.Ant Group said on Saturday that its founder Jack Ma no longer controls the company after a series of shareholding adjustments that saw him give up most of his voting rights.","news_type":1},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953138842,"gmtCreate":1673185290287,"gmtModify":1676538796244,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953138842","repostId":"2301735185","repostType":4,"repost":{"id":"2301735185","kind":"highlight","pubTimestamp":1673147100,"share":"https://ttm.financial/m/news/2301735185?lang=&edition=fundamental","pubTime":"2023-01-08 11:05","market":"us","language":"en","title":"Tesla: Woke Mob Fury - 20 Top Growth Stocks Ranked","url":"https://stock-news.laohu8.com/highlight/detail?id=2301735185","media":"Seeking Alpha","summary":"SummaryAs the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and p","content":"<html><head></head><body><h2>Summary</h2><ul><li>As the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and profits keep growing rapidly.</li><li>We rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs (Future Fund (FFND), ARK Innovation (ARKK)).</li><li>Both funds have large positions in Tesla.</li><li>We dive deeper into Tesla, including its tangled business history with the woke mob, future growth potential, profitability, valuation and big risks.</li><li>We conclude with some critical takeaways and our strong opinion about investing in Tesla and growth stocks in general.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a85f0616585571533c4f60e434cc42b7\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Blue Harbinger Research, Big Dividends PLUS jetcityimage</span></p><p>Tesla (NASDAQ:TSLA) shares are down more than 70%, and it’s going to get worse. For starters, the “woke mob” is ticked at CEO Elon Musk. Next, growth stocks in general are getting hammered as interest rates rise and there is no “fed put” in sight. In this report, we rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs, Future Fund (FFND) and ARK Innovation (ARKK), both have very large positions in Tesla. After digging deeper into the details on Tesla (including its tangled business history with the woke mob, future growth potential, profitability, valuation and risks), we conclude with our strong opinion about investing in Tesla and growth stocks in general.</p><h2>Tesla Overview:</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/898f585435879dffaa9dec83e460b41c\" tg-width=\"424\" tg-height=\"98\" referrerpolicy=\"no-referrer\"/><span>Tesla</span></p><p>As you know, Tesla designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems (in the United States, China, and internationally). For reporting purposes, the company is divided into two operating segments (Automotive, and Energy Generation and Storage), but there is a lot more going on. For starters, here is a high level look at Tesla’s recent operations, in terms of vehicle production and deliveries, as well as solar and storage deployment and supercharger stations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aedaf32fc31973d75c7cc11d1af38908\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><h2>Electric Vehicles: The Un-Holy Grail</h2><p>Tesla’s electric vehicles (“EVs”) and other solutions have captured mounds of positive (and some negative) attention over the years, in large part because it seems to provide a compelling alternative to the dangers of fossil fuel consumption (pollution) and climate change. And while these are noble aspirations, the reality is:</p><blockquote><i>Electricity grids in most of the world are still powered by fossil fuels such as coal or oil, and EVs depend on that energy to get charged. Separately, EV battery production remains an energy-intensive process.</i></blockquote><p>Basically, EV’s are still largely powered by the fossil fuels that many are trying to avoid. Further, electric vehicle batteries are extraordinarily harmful to the environment when their lives are over (plus the mining that goes into obtaining the rare elements for batteries is particularly unfriendly to the environment too). For example:</p><blockquote><i>Not only do these batteries require large amounts of raw materials, including lithium, nickel and cobalt – mining for which has climate, environmental and human rights impacts – they also threaten to leave a mountain of electronic waste as they reach the end of their lives.</i></blockquote><p>Further still, and despite the fact that Tesla has built out an impressive charging network (you can see the numbers in the table above), it’s still a lot easier and faster to simply fill up with gas than it can be to charge an electric vehicle. We’ll have a lot more to say about Tesla vehicles and other Tesla solutions in the section of this report on growth potential.</p><h2>Tesla’s History: In Bed with the Woke Mob</h2><p>Tesla was incorporated in 2003, and Elon Must became the largest shareholder in 2004 through a $6.5 million investment (Musk had $100 million from his recent sale of <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL)—a company he cofounded). However, It wasn’t until 2021 when the company finally become profitable, for the first time, without the help of emissions credits. If you don’t know, emission credits are basically financial incentives created by government entities to help reduce pollution. And these types of government incentives were a huge factor in allowing Tesla to remain in existence over the years. For example, Tesla was only about a month away from going bankrupt during the Model 3 ramp from mid-2017 to mid-2019.</p><p>Clearly emission credits and government incentives helped Tesla become the large organization it is today (we’ll have more to say about Tesla’s current financial position later in this report), and those credits and incentives would not have existed were it not for the social and political pressures of the environmentally-focused woke mob.</p><h2>Why Growth Stocks Are Getting Crushed:</h2><p>Here is a look at the recent performance of growth stocks (including the S&amp;P 500 Growth Index (IVW), the Future Fund and the ARK innovation ETF) versus the S&amp;P 500 (SPY). It’s not been pretty for growth stocks, and it’s going to get worse (as we explain below).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e4ecc5604d9091ef9a9441191395d91\" tg-width=\"640\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/><span>YCharts</span></p><p>In simple terms, growth stocks are getting hammered because the pandemic bubble is bursting. Specifically, the extraordinarily easy monetary and fiscal policies that were implemented after the onset of the pandemic led growth stocks to soar (because central banks held borrowing costs / interest rates artificially low (near 0%) and governments were throwing free money everywhere). And now that free money is gone, we’re left with the giant sucking sound of high inflation as central banks rapidly raise rates to fight the inflation they helped create.</p><p>Making matters worse, there is no “fed put” this time around (i.e. the fed isn’t going to bail out the stock market, as they have done in the past). The fed’s dual mandate is full employment and low inflation, and because unemployment is low but inflation is high, they’re going to keep raising rates (to fight inflation) which is driving the economy closer to an ugly recession. Basically, if you are a stock market investor (particularly a growth stock investor) the fed will likely keep tightening the screws on you until high inflation is gone.</p><h2>20 Top Growth Stocks, Ranked:</h2><p>The following tables include the top 10 holdings of two popular growth funds (i.e. Future Fund and ARK Innovation), as well as a variety of additional data points that are important considering the current macroeconomic environment (i.e. recession looming and a hawkish fed). Both funds have large positions in Tesla, as you can see below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b634867b9343f2b0b3b27c7d15598ff5\" tg-width=\"640\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>StockRover, Future Fund website</span></p><p>(GOOGL) (PWR) (CELH) (SPLK) (ENPH) (CRM) (ZM) (EXAS) (ROKU) (SQ) (PATH) (SHOP) (CRSP) (NTLA) (TDOC) (TWLO) (U) (COIN) (DKNG) (BEAM)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5880c717cb5242d92253c23797f124f9\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/><span>StockRover, ARK website</span></p><p>The “Growth Score” (blue font) takes into consideration the 5 year history (as well as forward estimates) for EBITDA, Sales, and EPS growth (the best companies score a 100 (green) and the worst score a 0 (red)). If you’d like an expanded list, please reference our new report: Amazon: 100 Top Growth Stocks, Ranked.</p><p>Both funds (FFND and ARKK) invest in companies with very high future growth estimates (as you can see in the table above). However, from a fundamentals standpoint, you’ll also notice FFND invests in a lot more companies with positive net income margins, whereas ARKK does not. This has been an absolutely critical metric over the last year as the fed has increased rates. Specifically, companies that are not yet profitable (because they were banking on future profits) have suffered the worst losses (especially considering many of them may never achieve profits now that the fed has raised rates so much. In case you don’t know, when it comes to stock market investing—interest rates matter—a lot!</p><p>Also worth mentioning, FFND seems to pay a lot more attention to fundamentals, whereas ARKK appears largely focused on long-term growth ideas and concepts—fundamentals be darned!</p><h2>Tesla’s Future Growth Potential:</h2><p>With regards to Tesla, cash flows and profitability are both growing rapidly, a very good thing considering the current challenging capital market environment (e.g. rising interest rates).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d01496e29a20163f864265e210e046c1\" tg-width=\"640\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>From a business standpoint, Tesla’s vehicle deliveries continue to grow rapidly (despite the recent delivery miss, which caused the shares to sell off further); deliveries are at an all-time high.</p><p>The growing number of deliveries is so important because as production and deliveries keep ramping, so will Tesla’s economies of scale and profit. Further, Tesla could expand its total addressable market (“TAM”) by ten-fold by cutting the cost of an electric vehicle in half, according to this recent note from Sam Korus at ARK Investments.</p><blockquote><i>Last week, during its third-quarter earnings call, Elon Musk noted that Tesla is developing a vehicle that will sell at roughly half the price of the Model 3 and Model Y. While vehicles at price-points above $60,000 address ~5% of the total US car market, the addressable market expands to 50% at ~$30,000, as shown below.</i></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71ae69f9a434a648ecc86cb921b427de\" tg-width=\"1072\" tg-height=\"709\" referrerpolicy=\"no-referrer\"/><span>ARK Invest</span></p><p>Further still, Tesla has plans to launch a light truck, a semi truck and a more affordable sedan and SUV platforms. These will all contribute to economies of scale ad reduced manufacturing costs per unit. Further, Tesla’s efforts into autonomous driving software can add subscription revenue and keep the brand awareness and image high. Not to mention, Tesla’s robotaxi business add to the upside. Also notable, Tesla’s Dojo supercomputer could incrementally add value at some point in the future.</p><p>Tesla’s Energy Generation and Storage segment also continues to grow. And although not yet contributing meaningfully to profits, it continues to scale and can eventually earn margins similar to Enphase (ENPH) (a long-time Blue Harbinger Disciplined Growth Portfolio holding).</p><h2>Profitability:</h2><p>As Tesla continues to ramp, so too will its profitability (margins). It helps tremendously that the company is already profitable—something many other high-growth companies cannot say (see our earlier top growth stock tables), considering rising interest rates make for a more challenging capital markets environment. Here is a look at the company’s most recent quarterly income statement (as you can see costs are not rising as rapidly as revenues, thereby improving margins and profitability).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/555327a97cc8577e06e8387529b9896d\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>Also very important, Tesla has a healthy balance sheet (see below). In particular, the company has more current assets than total liabilities (a good thing with rates rising and considering a significant portion of debt comes due in the next few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a1f6709a40f3c590af018baca39e5b\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>Tesla does not pay a dividend and has not been repurchasing shares, both good things considering the growth potential is attractive. Specifically, with a return on invested capital above the cost of capital, Tesla has wisely been reinvesting in itself.</p><h2>Valuation:</h2><p>Unlike other growth businesses that have sold off hard over the last year (as the fed has become increasingly hawkish), Tesla is actually profitable and margins are improving. This is a very good thing, but it’s also critically important to acknowledge Tesla’s high uncertainly and volatility (as compared to the auto industry and the overall S&amp;P 500, as you can get some feel for in the graphics below).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca520a7b7f328cb18678eba573444f36\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>Assigning an exact valuation to Tesla given the high volatility, growth and uncertainty (Tesla is not a boring predictable company like Procter &amp; Gamble (PG) and Johnson &amp; Johnson (JNJ)) is a challenging endeavor with resulting numbers varying widely based on cost of capital, return on capital invested and growth rate assumptions. That said, it can be worthwhile to compare Tesla’s margins, growth rate, profitability and valuation metrics to other large companies, as shown in the table below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f83e6837820c63254aa38f27f27ca0\" tg-width=\"640\" tg-height=\"224\" referrerpolicy=\"no-referrer\"/><span>StockRover</span></p><p>A few notable things in the table above, Tesla is actually profitable (that’s more than a lot of other high-growth stocks can say) and even though its forward P/E ratio is way above other automakers, so is its expected growth rate much higher. Further, Tesla’s cost of capital is well below its return on invested capital, and its net margins are already very impressive (much better than GM and Ford) and expected to keep improving as economies of scale grow for Tesla.</p><p>For a little more perspective, the 33 Wall Street analysts covering the shares have an aggregate “Buy” rating, and many of them have price targets significantly higher than the current share price (which is down over 70% in the last year).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea343249fa15053559dcc9626d5301f9\" tg-width=\"654\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>In our view, if Tesla continues on its current growth trajectory (a very big “if”) the shares can easily trade dramatically higher, as earnings are set to grow dramatically. And even if the growth rate comes in lower than expected (but still remains relatively high) the shares are still undervalued. From a high level, the market seems overly pessimistic on Tesla relative to its long-term earnings power and value (perhaps a near-term phenomenon related to the woke mob’s increasing contempt for CEO, Elon Musk).</p><h2>Risk Factors:</h2><p><b>Woke Mob Fury</b>: In case you haven’t noticed, Tesla is a volatile stock that gets a lot of media attention, particularly from the environmentally-focused woke mob. As alluded to earlier, the woke mob created significant political pressure that led to the emissions credits and other government-sponsored incentives that have helped Tesla become the large company it is today. However, the woke mob’s opinion of Tesla is changing rapidly.</p><p>For starters, Tesla CEO Elon Musk’s recent purchase of Twitter (a major source for information distribution) has upset many from a political standpoint because they preferred the views of prior Twitter leadership. This has created significant negative media attention for Musk and for Tesla. For example, according to this NBC News article:</p><blockquote><i>“Elon Musk’s uneasy relationship with the left explodes over Twitter takeover… Musk has helped expand America&#39;s use of electric vehicles. The left has found a lot of other things to dislike about him.”</i></blockquote><p>Further, Musk&#39;s recent sanctioning of the Twitter Files has increased the heat on him and his companies.</p><p>Related, Tesla continues to receive low ESG (Environmental, Social and corporate Governance) ratings, while large oil and gas companies are increasingly receiving better ratings. For example, see: How Does Tesla Get A Worse ESG Score Than 2 Oil Companies?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b374541c5bfeb0b752079402f643126\" tg-width=\"1203\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/><span>Twitter</span></p><p>However, given the momentum of EV adoption, we expect negative sentiment to create more short-term pressure than long-term pressure. Further still, as constituents work to increase the use of alternative energy sources in the grid, this will decrease the fossil fuel footprint of electric vehicles (although fossil fuels will likely remain the major energy source for decades to come).</p><p><b>Key-Man Risk</b>: CEO Elon Musk splits his time between Tesla, Twitter, SpaceX and The Boring Company. This creates significant demands on his time and could detract from performance (although Musk is reported to be searching for a new Twitter CEO). Further still, Musk owns a significant percentage of Tesla’s shares, which he has recently reduced to fund his Twitter acquisition. Musk sales can negatively impact the share price.</p><p><b>Competition</b>: Traditional automakers are shifting heavily towards EV production which creates increased competition for Tesla. This could cause Tesla’s growth rate to slow. Some pundits argue that Tesla’s valuation multiple should be more in-line with traditional automakers, despite Tesla’s higher growth rate, higher margins and more expansive innovation.</p><p><b>Battery Prices</b>: According to some, battery and solar panel prices will decline faster than Tesla can reduce costs, resulting in little to no profit in this areas.</p><p><b>EV Adoption</b>: The magnitude of EV adoption may not be as great as expected. Some drivers may simply prefer to stick with their gas powered vehicles.</p><p><b>Regulatory Risks</b>: Tesla has historically relied heavily on subsidies and incentives. This may make future growth more challenging. Further, some states are requiring car makes and dealers to be separate, which could create legal challenges for Tesla.</p><p><b>Macro Headwinds</b>: Macroeconomic headwinds, as described earlier, are a significant risk factor for Tesla. Interest rates are higher, economic growth is slowing and the economy is expected to enter an ugly recession. This could dramatically slow growth, although stock prices generally recover faster than the economy.</p><h2>Key Takeaways and Conclusions:</h2><p>Tesla is profitable, growing rapidly and significantly undervalued. However, that doesn’t mean the shares won’t keep falling (the woke mob is angry, and this is bad for public perception). Further, the indiscriminate growth stock selloff continues, especially with recession looming and no “fed put” in sight.</p><p>However, Tesla has the fundamental growth characteristics that Future Fund likes (it’s ranked #1 in that fund). It also ranks above the 90th percentile (a good thing) in our fundamental growth score table above. Further still, Tesla apparently has the long-term rainmaker characteristics that <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> likes (it’s ranked #3 in that fund).</p><p>If you are a low-risk, income-focused investor, stay the heck away from Tesla! But if you are a disciplined long-term growth investor, Tesla is increasingly attractive and worth considering for a spot in your prudently-diversified long-term portfolio. Although volatile, Tesla&#39;s long-term upside is very real.</p><p><i>This article is written by Blue Harbinger for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Woke Mob Fury - 20 Top Growth Stocks Ranked</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: Woke Mob Fury - 20 Top Growth Stocks Ranked\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-08 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568437-tesla-woke-mob-fury-20-top-growth-stocks-ranked><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and profits keep growing rapidly.We rank Tesla (based on fundamental metrics) versus 20 top growth stocks...</p>\n\n<a href=\"https://seekingalpha.com/article/4568437-tesla-woke-mob-fury-20-top-growth-stocks-ranked\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","TSLA":"特斯拉","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0823414478.USD":"法巴经典能源转换基金","BK4550":"红杉资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://seekingalpha.com/article/4568437-tesla-woke-mob-fury-20-top-growth-stocks-ranked","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301735185","content_text":"SummaryAs the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and profits keep growing rapidly.We rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs (Future Fund (FFND), ARK Innovation (ARKK)).Both funds have large positions in Tesla.We dive deeper into Tesla, including its tangled business history with the woke mob, future growth potential, profitability, valuation and big risks.We conclude with some critical takeaways and our strong opinion about investing in Tesla and growth stocks in general.Blue Harbinger Research, Big Dividends PLUS jetcityimageTesla (NASDAQ:TSLA) shares are down more than 70%, and it’s going to get worse. For starters, the “woke mob” is ticked at CEO Elon Musk. Next, growth stocks in general are getting hammered as interest rates rise and there is no “fed put” in sight. In this report, we rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs, Future Fund (FFND) and ARK Innovation (ARKK), both have very large positions in Tesla. After digging deeper into the details on Tesla (including its tangled business history with the woke mob, future growth potential, profitability, valuation and risks), we conclude with our strong opinion about investing in Tesla and growth stocks in general.Tesla Overview:TeslaAs you know, Tesla designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems (in the United States, China, and internationally). For reporting purposes, the company is divided into two operating segments (Automotive, and Energy Generation and Storage), but there is a lot more going on. For starters, here is a high level look at Tesla’s recent operations, in terms of vehicle production and deliveries, as well as solar and storage deployment and supercharger stations.Tesla Q3 Investor PresentationElectric Vehicles: The Un-Holy GrailTesla’s electric vehicles (“EVs”) and other solutions have captured mounds of positive (and some negative) attention over the years, in large part because it seems to provide a compelling alternative to the dangers of fossil fuel consumption (pollution) and climate change. And while these are noble aspirations, the reality is:Electricity grids in most of the world are still powered by fossil fuels such as coal or oil, and EVs depend on that energy to get charged. Separately, EV battery production remains an energy-intensive process.Basically, EV’s are still largely powered by the fossil fuels that many are trying to avoid. Further, electric vehicle batteries are extraordinarily harmful to the environment when their lives are over (plus the mining that goes into obtaining the rare elements for batteries is particularly unfriendly to the environment too). For example:Not only do these batteries require large amounts of raw materials, including lithium, nickel and cobalt – mining for which has climate, environmental and human rights impacts – they also threaten to leave a mountain of electronic waste as they reach the end of their lives.Further still, and despite the fact that Tesla has built out an impressive charging network (you can see the numbers in the table above), it’s still a lot easier and faster to simply fill up with gas than it can be to charge an electric vehicle. We’ll have a lot more to say about Tesla vehicles and other Tesla solutions in the section of this report on growth potential.Tesla’s History: In Bed with the Woke MobTesla was incorporated in 2003, and Elon Must became the largest shareholder in 2004 through a $6.5 million investment (Musk had $100 million from his recent sale of PayPal (PYPL)—a company he cofounded). However, It wasn’t until 2021 when the company finally become profitable, for the first time, without the help of emissions credits. If you don’t know, emission credits are basically financial incentives created by government entities to help reduce pollution. And these types of government incentives were a huge factor in allowing Tesla to remain in existence over the years. For example, Tesla was only about a month away from going bankrupt during the Model 3 ramp from mid-2017 to mid-2019.Clearly emission credits and government incentives helped Tesla become the large organization it is today (we’ll have more to say about Tesla’s current financial position later in this report), and those credits and incentives would not have existed were it not for the social and political pressures of the environmentally-focused woke mob.Why Growth Stocks Are Getting Crushed:Here is a look at the recent performance of growth stocks (including the S&P 500 Growth Index (IVW), the Future Fund and the ARK innovation ETF) versus the S&P 500 (SPY). It’s not been pretty for growth stocks, and it’s going to get worse (as we explain below).YChartsIn simple terms, growth stocks are getting hammered because the pandemic bubble is bursting. Specifically, the extraordinarily easy monetary and fiscal policies that were implemented after the onset of the pandemic led growth stocks to soar (because central banks held borrowing costs / interest rates artificially low (near 0%) and governments were throwing free money everywhere). And now that free money is gone, we’re left with the giant sucking sound of high inflation as central banks rapidly raise rates to fight the inflation they helped create.Making matters worse, there is no “fed put” this time around (i.e. the fed isn’t going to bail out the stock market, as they have done in the past). The fed’s dual mandate is full employment and low inflation, and because unemployment is low but inflation is high, they’re going to keep raising rates (to fight inflation) which is driving the economy closer to an ugly recession. Basically, if you are a stock market investor (particularly a growth stock investor) the fed will likely keep tightening the screws on you until high inflation is gone.20 Top Growth Stocks, Ranked:The following tables include the top 10 holdings of two popular growth funds (i.e. Future Fund and ARK Innovation), as well as a variety of additional data points that are important considering the current macroeconomic environment (i.e. recession looming and a hawkish fed). Both funds have large positions in Tesla, as you can see below.StockRover, Future Fund website(GOOGL) (PWR) (CELH) (SPLK) (ENPH) (CRM) (ZM) (EXAS) (ROKU) (SQ) (PATH) (SHOP) (CRSP) (NTLA) (TDOC) (TWLO) (U) (COIN) (DKNG) (BEAM)StockRover, ARK websiteThe “Growth Score” (blue font) takes into consideration the 5 year history (as well as forward estimates) for EBITDA, Sales, and EPS growth (the best companies score a 100 (green) and the worst score a 0 (red)). If you’d like an expanded list, please reference our new report: Amazon: 100 Top Growth Stocks, Ranked.Both funds (FFND and ARKK) invest in companies with very high future growth estimates (as you can see in the table above). However, from a fundamentals standpoint, you’ll also notice FFND invests in a lot more companies with positive net income margins, whereas ARKK does not. This has been an absolutely critical metric over the last year as the fed has increased rates. Specifically, companies that are not yet profitable (because they were banking on future profits) have suffered the worst losses (especially considering many of them may never achieve profits now that the fed has raised rates so much. In case you don’t know, when it comes to stock market investing—interest rates matter—a lot!Also worth mentioning, FFND seems to pay a lot more attention to fundamentals, whereas ARKK appears largely focused on long-term growth ideas and concepts—fundamentals be darned!Tesla’s Future Growth Potential:With regards to Tesla, cash flows and profitability are both growing rapidly, a very good thing considering the current challenging capital market environment (e.g. rising interest rates).Tesla Q3 Investor PresentationFrom a business standpoint, Tesla’s vehicle deliveries continue to grow rapidly (despite the recent delivery miss, which caused the shares to sell off further); deliveries are at an all-time high.The growing number of deliveries is so important because as production and deliveries keep ramping, so will Tesla’s economies of scale and profit. Further, Tesla could expand its total addressable market (“TAM”) by ten-fold by cutting the cost of an electric vehicle in half, according to this recent note from Sam Korus at ARK Investments.Last week, during its third-quarter earnings call, Elon Musk noted that Tesla is developing a vehicle that will sell at roughly half the price of the Model 3 and Model Y. While vehicles at price-points above $60,000 address ~5% of the total US car market, the addressable market expands to 50% at ~$30,000, as shown below.ARK InvestFurther still, Tesla has plans to launch a light truck, a semi truck and a more affordable sedan and SUV platforms. These will all contribute to economies of scale ad reduced manufacturing costs per unit. Further, Tesla’s efforts into autonomous driving software can add subscription revenue and keep the brand awareness and image high. Not to mention, Tesla’s robotaxi business add to the upside. Also notable, Tesla’s Dojo supercomputer could incrementally add value at some point in the future.Tesla’s Energy Generation and Storage segment also continues to grow. And although not yet contributing meaningfully to profits, it continues to scale and can eventually earn margins similar to Enphase (ENPH) (a long-time Blue Harbinger Disciplined Growth Portfolio holding).Profitability:As Tesla continues to ramp, so too will its profitability (margins). It helps tremendously that the company is already profitable—something many other high-growth companies cannot say (see our earlier top growth stock tables), considering rising interest rates make for a more challenging capital markets environment. Here is a look at the company’s most recent quarterly income statement (as you can see costs are not rising as rapidly as revenues, thereby improving margins and profitability).Tesla Q3 Investor PresentationAlso very important, Tesla has a healthy balance sheet (see below). In particular, the company has more current assets than total liabilities (a good thing with rates rising and considering a significant portion of debt comes due in the next few years.Tesla Q3 Investor PresentationTesla does not pay a dividend and has not been repurchasing shares, both good things considering the growth potential is attractive. Specifically, with a return on invested capital above the cost of capital, Tesla has wisely been reinvesting in itself.Valuation:Unlike other growth businesses that have sold off hard over the last year (as the fed has become increasingly hawkish), Tesla is actually profitable and margins are improving. This is a very good thing, but it’s also critically important to acknowledge Tesla’s high uncertainly and volatility (as compared to the auto industry and the overall S&P 500, as you can get some feel for in the graphics below).Tesla Q3 Investor PresentationAssigning an exact valuation to Tesla given the high volatility, growth and uncertainty (Tesla is not a boring predictable company like Procter & Gamble (PG) and Johnson & Johnson (JNJ)) is a challenging endeavor with resulting numbers varying widely based on cost of capital, return on capital invested and growth rate assumptions. That said, it can be worthwhile to compare Tesla’s margins, growth rate, profitability and valuation metrics to other large companies, as shown in the table below.StockRoverA few notable things in the table above, Tesla is actually profitable (that’s more than a lot of other high-growth stocks can say) and even though its forward P/E ratio is way above other automakers, so is its expected growth rate much higher. Further, Tesla’s cost of capital is well below its return on invested capital, and its net margins are already very impressive (much better than GM and Ford) and expected to keep improving as economies of scale grow for Tesla.For a little more perspective, the 33 Wall Street analysts covering the shares have an aggregate “Buy” rating, and many of them have price targets significantly higher than the current share price (which is down over 70% in the last year).Seeking AlphaIn our view, if Tesla continues on its current growth trajectory (a very big “if”) the shares can easily trade dramatically higher, as earnings are set to grow dramatically. And even if the growth rate comes in lower than expected (but still remains relatively high) the shares are still undervalued. From a high level, the market seems overly pessimistic on Tesla relative to its long-term earnings power and value (perhaps a near-term phenomenon related to the woke mob’s increasing contempt for CEO, Elon Musk).Risk Factors:Woke Mob Fury: In case you haven’t noticed, Tesla is a volatile stock that gets a lot of media attention, particularly from the environmentally-focused woke mob. As alluded to earlier, the woke mob created significant political pressure that led to the emissions credits and other government-sponsored incentives that have helped Tesla become the large company it is today. However, the woke mob’s opinion of Tesla is changing rapidly.For starters, Tesla CEO Elon Musk’s recent purchase of Twitter (a major source for information distribution) has upset many from a political standpoint because they preferred the views of prior Twitter leadership. This has created significant negative media attention for Musk and for Tesla. For example, according to this NBC News article:“Elon Musk’s uneasy relationship with the left explodes over Twitter takeover… Musk has helped expand America's use of electric vehicles. The left has found a lot of other things to dislike about him.”Further, Musk's recent sanctioning of the Twitter Files has increased the heat on him and his companies.Related, Tesla continues to receive low ESG (Environmental, Social and corporate Governance) ratings, while large oil and gas companies are increasingly receiving better ratings. For example, see: How Does Tesla Get A Worse ESG Score Than 2 Oil Companies?TwitterHowever, given the momentum of EV adoption, we expect negative sentiment to create more short-term pressure than long-term pressure. Further still, as constituents work to increase the use of alternative energy sources in the grid, this will decrease the fossil fuel footprint of electric vehicles (although fossil fuels will likely remain the major energy source for decades to come).Key-Man Risk: CEO Elon Musk splits his time between Tesla, Twitter, SpaceX and The Boring Company. This creates significant demands on his time and could detract from performance (although Musk is reported to be searching for a new Twitter CEO). Further still, Musk owns a significant percentage of Tesla’s shares, which he has recently reduced to fund his Twitter acquisition. Musk sales can negatively impact the share price.Competition: Traditional automakers are shifting heavily towards EV production which creates increased competition for Tesla. This could cause Tesla’s growth rate to slow. Some pundits argue that Tesla’s valuation multiple should be more in-line with traditional automakers, despite Tesla’s higher growth rate, higher margins and more expansive innovation.Battery Prices: According to some, battery and solar panel prices will decline faster than Tesla can reduce costs, resulting in little to no profit in this areas.EV Adoption: The magnitude of EV adoption may not be as great as expected. Some drivers may simply prefer to stick with their gas powered vehicles.Regulatory Risks: Tesla has historically relied heavily on subsidies and incentives. This may make future growth more challenging. Further, some states are requiring car makes and dealers to be separate, which could create legal challenges for Tesla.Macro Headwinds: Macroeconomic headwinds, as described earlier, are a significant risk factor for Tesla. Interest rates are higher, economic growth is slowing and the economy is expected to enter an ugly recession. This could dramatically slow growth, although stock prices generally recover faster than the economy.Key Takeaways and Conclusions:Tesla is profitable, growing rapidly and significantly undervalued. However, that doesn’t mean the shares won’t keep falling (the woke mob is angry, and this is bad for public perception). Further, the indiscriminate growth stock selloff continues, especially with recession looming and no “fed put” in sight.However, Tesla has the fundamental growth characteristics that Future Fund likes (it’s ranked #1 in that fund). It also ranks above the 90th percentile (a good thing) in our fundamental growth score table above. Further still, Tesla apparently has the long-term rainmaker characteristics that ARK Innovation ETF likes (it’s ranked #3 in that fund).If you are a low-risk, income-focused investor, stay the heck away from Tesla! But if you are a disciplined long-term growth investor, Tesla is increasingly attractive and worth considering for a spot in your prudently-diversified long-term portfolio. Although volatile, Tesla's long-term upside is very real.This article is written by Blue Harbinger for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953064338,"gmtCreate":1673107205024,"gmtModify":1676538787645,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953064338","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953065268,"gmtCreate":1673107063854,"gmtModify":1676538787629,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ol","listText":"Ol","text":"Ol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953065268","repostId":"2301620946","repostType":4,"repost":{"id":"2301620946","kind":"highlight","pubTimestamp":1673051740,"share":"https://ttm.financial/m/news/2301620946?lang=&edition=fundamental","pubTime":"2023-01-07 08:35","market":"us","language":"en","title":"Is Now the Time to Go All-In on Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301620946","media":"Motley Fool","summary":"Tesla stock has never been this inexpensive, but there are some good reasons for that.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>If you think Tesla is just a consumer EV play, then it&#39;s not a compelling buy.</li><li>But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it&#39;s a great time to buy.</li><li>Tesla could fail to meet its lofty goals over the next couple of years.</li></ul><p><b>Tesla</b> stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.</p><p>The sell-off was largely due to Tesla&#39;s disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities&#39; Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.</p><p>Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.</p><p>With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647ab92415cfa85ca674b8957ba91b9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>A tale of two investment theses</h2><p><b>Daniel Foelber:</b> As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla&#39;s value proposition really is.</p><p>There are many facets to Tesla&#39;s business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.</p><p>But the bigger growth story is arguably the company&#39;s penetration into the trucking industry, as well as its proprietary autonomous driving technology.</p><p>There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla&#39;s semi-truck achieved 500 miles of range with a full load. By comparison, <b>Volvo</b>&#39;s electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla&#39;s progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that&#39;s a big &#34;if.&#34; And in the meantime, it&#39;s going to cost a lot of money to scale semi-truck production.</p><p>In addition to the semi-truck and autonomous driving markets, there&#39;s the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.</p><p>Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/febd5852afe0bfb3481820aec769acae\" tg-width=\"720\" tg-height=\"496\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio (Forward) data by YCharts</span></p><p>The company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.</p><p>But if you&#39;re the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.</p><h2>Accumulation is a safer approach</h2><p><b>Howard Smith:</b> Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn&#39;t mean it&#39;s necessarily a good idea to jump in with an outsized position, however.</p><p>That&#39;s especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.</p><p>Looking at the bigger picture, however, the company&#39;s growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.</p><p>That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That&#39;s a good reason not to jump in all at once.</p><h2>Tesla is a battleground stock for a reason</h2><p>As swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then <i>another</i> 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.</p><p>Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla&#39;s growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.</p><p>In sum, now isn&#39;t the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it&#39;s at a reasonable valuation.</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>Is Now the Time to Go All-In on Tesla 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\">\nIs Now the Time to Go All-In on Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4550":"红杉资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4574":"无人驾驶","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4581":"高盛持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4534":"瑞士信贷持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301620946","content_text":"KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.Tesla could fail to meet its lofty goals over the next couple of years.Tesla stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?Image source: Tesla.A tale of two investment thesesDaniel Foelber: As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, Volvo's electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big \"if.\" And in the meantime, it's going to cost a lot of money to scale semi-truck production.In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.TSLA PE Ratio (Forward) data by YChartsThe company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.Accumulation is a safer approachHoward Smith: Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.Tesla is a battleground stock for a reasonAs swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then another 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959501248,"gmtCreate":1673016497284,"gmtModify":1676538770004,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959501248","isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959509791,"gmtCreate":1673016158614,"gmtModify":1676538769956,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959509791","repostId":"2301258409","repostType":4,"repost":{"id":"2301258409","kind":"highlight","pubTimestamp":1673018944,"share":"https://ttm.financial/m/news/2301258409?lang=&edition=fundamental","pubTime":"2023-01-06 23:29","market":"us","language":"en","title":"2 Growth Stocks That Are Once-in-a-Decade Buys in a Nasdaq Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2301258409","media":"Motley Fool","summary":"These growth stocks could rebound in a big way when economic headwinds ease.","content":"<html><head></head><body><p>The <b>Nasdaq Composite</b> nosedived into a bear market last year, dragged down by high inflation, rising interest rates, and recession fears. Throughout that drawdown, <b>Tesla</b> and <b>Microsoft</b> have seen their share prices plunge 73% and 30%, respectively. To put those losses in context, neither stock has suffered a sharper decline at any point in the past decade.</p><p>On the bright side, economic challenges are temporary, and both businesses remain well positioned for growth over the long term. For that reason, investors should view the current situation as a once-in-a-decade buying opportunity.</p><h2>1. Tesla is still a leader in innovative vehicle technologies</h2><p>Last year was tough for Tesla. Between supply chain disruptions, temporary closures of Gigafactory Shanghai, and softening consumer demand, the company missed Wall Street&#39;s delivery estimates in the third and fourth quarters. Tesla also missed its own forecast of 50% average annual growth &#34;over a multi-year horizon,&#34; as deliveries grew just 40% to 1.3 million in 2022.</p><p>Fortunately, those headwinds are temporary. Supply chain problems will resolve in time; China has shifted away from its zero COVID-19 policy; and consumer spending should rebound as inflation normalizes and interest rates fall. That means the long-term investment thesis is still intact. In other words, Tesla is well positioned to benefit from the secular shift toward autonomous vehicles and electric cars -- better than any other automaker in the near and long term, according to Baird analyst Ben Kallo.</p><p>Tesla has yet to report Q4 financial results, but its Q3 report was solid. Revenue climbed 56% to $21.5 billion; Tesla achieved an industry-leading operating margin of 17%; and free cash flow soared 148% to $3.3 billion.</p><p>Looking ahead, management says full self-driving (FSD) technology will eventually be the most important source of profitability. Tesla recently made its FSD beta software available to all North American customers, which should push operating margins even higher over time. The company also plans to achieve volume production of a robotaxi in 2024, which will move Tesla one step closer to its endgame: an autonomous ride-hailing platform.</p><p>Building on that, Tesla has logged data from more autonomous driving miles than any other automaker, and data is essential for training the artificial intelligence (AI) models that power self-driving cars. That advantage positions Tesla to be a leader in autonomous vehicles, a market Precedence Research says will grow at 39% annually to reach $1.8 trillion by 2030. Meanwhile, Transparency Market Research says the broader electric vehicle market will grow at 30% annually to reach $1.9 trillion by 2031.</p><p>In a nutshell, Tesla is set to benefit from two large and growing opportunities, which make its valuation of 5.1 times sales look relatively reasonable. Of course, that multiple is quite pricey compared to other automakers, but it is cheaper than Tesla&#39;s three-year average of 15.7 times sales. That&#39;s why risk-tolerant investors should buy a small position in this growth stock today.</p><h2>2. Microsoft has several big opportunities ahead of it</h2><p>Microsoft technology can be found at the core of most organizations. For instance, Microsoft 365 is the most popular enterprise application suite, and the Windows operating system is the gold standard for personal computers and data center servers. Microsoft has also carved out a strong market presence in areas like communications, business intelligence, and enterprise resource-planning software. Those tools will keep the company relevant for many years to come.</p><p>Not surprisingly, Microsoft&#39;s growth has slowed amid the difficult economic environment. In the most recent quarter, revenue increased just 11% to $50.1 billion, while earnings dropped 13% to $2.35 per diluted share. But growth should reaccelerate when the economy rebounds, and Microsoft has several exciting growth opportunities.</p><p>The first is cloud computing. Microsoft Azure accounted for 21% of cloud-infrastructure and platform-services spend in Q3, making it the second most popular cloud vendor. In fact, Microsoft has nearly twice as much market share as third place <b>Alphabet</b>. That puts the company in a good spot, as cloud spending will grow at 20% annually to reach $1.7 trillion by 2029, according to Fortune Business Insights.</p><p>The second exciting growth opportunity is digital advertising. It may surprise some investors to learn that Microsoft is currently the seventh largest digital ad company in the world, but platforms like LinkedIn and Bing Search have allowed the company to develop a foothold in that market. Better yet, Microsoft provides the ad tech that powers Netflix&#39;s ad-supported streaming service. That exclusive partnership should help Microsoft tap into the online video ad market, which is expected to grow at 14% annually to reach $362 billion by 2027. Meanwhile, Statista says the broader digital ad market will grow at 10% annually to surpass $1 trillion over the same time period.</p><p>The third exciting growth opportunity is cybersecurity. Analysts recognize Microsoft as a leader across several industry verticals, including security information and event management, unified endpoint management, and access management. And those accolades have come alongside strong growth. For instance, Microsoft increased its security customer count by 33% in the most recent quarter. More than 860,000 organizations now rely on its cybersecurity software. That puts Microsoft in a good spot. The cybersecurity market is expected to grow at 12% annually to surpass $500 billion by 2030, according to Grand View Research.</p><p>With that in mind, shares of Microsoft currently trade at 25 times earnings. That is not cheap in a traditional sense, but it is reasonable in the context of Microsoft&#39;s growth opportunities, and it is a discount compared to the three-year average of 32.1 times earnings. That&#39;s why this stock is worth buying today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Are Once-in-a-Decade Buys in a Nasdaq Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks That Are Once-in-a-Decade Buys in a Nasdaq Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-06 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/05/2-stocks-once-in-a-decade-buys-nasdaq-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq Composite nosedived into a bear market last year, dragged down by high inflation, rising interest rates, and recession fears. Throughout that drawdown, Tesla and Microsoft have seen their ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/05/2-stocks-once-in-a-decade-buys-nasdaq-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/01/05/2-stocks-once-in-a-decade-buys-nasdaq-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301258409","content_text":"The Nasdaq Composite nosedived into a bear market last year, dragged down by high inflation, rising interest rates, and recession fears. Throughout that drawdown, Tesla and Microsoft have seen their share prices plunge 73% and 30%, respectively. To put those losses in context, neither stock has suffered a sharper decline at any point in the past decade.On the bright side, economic challenges are temporary, and both businesses remain well positioned for growth over the long term. For that reason, investors should view the current situation as a once-in-a-decade buying opportunity.1. Tesla is still a leader in innovative vehicle technologiesLast year was tough for Tesla. Between supply chain disruptions, temporary closures of Gigafactory Shanghai, and softening consumer demand, the company missed Wall Street's delivery estimates in the third and fourth quarters. Tesla also missed its own forecast of 50% average annual growth \"over a multi-year horizon,\" as deliveries grew just 40% to 1.3 million in 2022.Fortunately, those headwinds are temporary. Supply chain problems will resolve in time; China has shifted away from its zero COVID-19 policy; and consumer spending should rebound as inflation normalizes and interest rates fall. That means the long-term investment thesis is still intact. In other words, Tesla is well positioned to benefit from the secular shift toward autonomous vehicles and electric cars -- better than any other automaker in the near and long term, according to Baird analyst Ben Kallo.Tesla has yet to report Q4 financial results, but its Q3 report was solid. Revenue climbed 56% to $21.5 billion; Tesla achieved an industry-leading operating margin of 17%; and free cash flow soared 148% to $3.3 billion.Looking ahead, management says full self-driving (FSD) technology will eventually be the most important source of profitability. Tesla recently made its FSD beta software available to all North American customers, which should push operating margins even higher over time. The company also plans to achieve volume production of a robotaxi in 2024, which will move Tesla one step closer to its endgame: an autonomous ride-hailing platform.Building on that, Tesla has logged data from more autonomous driving miles than any other automaker, and data is essential for training the artificial intelligence (AI) models that power self-driving cars. That advantage positions Tesla to be a leader in autonomous vehicles, a market Precedence Research says will grow at 39% annually to reach $1.8 trillion by 2030. Meanwhile, Transparency Market Research says the broader electric vehicle market will grow at 30% annually to reach $1.9 trillion by 2031.In a nutshell, Tesla is set to benefit from two large and growing opportunities, which make its valuation of 5.1 times sales look relatively reasonable. Of course, that multiple is quite pricey compared to other automakers, but it is cheaper than Tesla's three-year average of 15.7 times sales. That's why risk-tolerant investors should buy a small position in this growth stock today.2. Microsoft has several big opportunities ahead of itMicrosoft technology can be found at the core of most organizations. For instance, Microsoft 365 is the most popular enterprise application suite, and the Windows operating system is the gold standard for personal computers and data center servers. Microsoft has also carved out a strong market presence in areas like communications, business intelligence, and enterprise resource-planning software. Those tools will keep the company relevant for many years to come.Not surprisingly, Microsoft's growth has slowed amid the difficult economic environment. In the most recent quarter, revenue increased just 11% to $50.1 billion, while earnings dropped 13% to $2.35 per diluted share. But growth should reaccelerate when the economy rebounds, and Microsoft has several exciting growth opportunities.The first is cloud computing. Microsoft Azure accounted for 21% of cloud-infrastructure and platform-services spend in Q3, making it the second most popular cloud vendor. In fact, Microsoft has nearly twice as much market share as third place Alphabet. That puts the company in a good spot, as cloud spending will grow at 20% annually to reach $1.7 trillion by 2029, according to Fortune Business Insights.The second exciting growth opportunity is digital advertising. It may surprise some investors to learn that Microsoft is currently the seventh largest digital ad company in the world, but platforms like LinkedIn and Bing Search have allowed the company to develop a foothold in that market. Better yet, Microsoft provides the ad tech that powers Netflix's ad-supported streaming service. That exclusive partnership should help Microsoft tap into the online video ad market, which is expected to grow at 14% annually to reach $362 billion by 2027. Meanwhile, Statista says the broader digital ad market will grow at 10% annually to surpass $1 trillion over the same time period.The third exciting growth opportunity is cybersecurity. Analysts recognize Microsoft as a leader across several industry verticals, including security information and event management, unified endpoint management, and access management. And those accolades have come alongside strong growth. For instance, Microsoft increased its security customer count by 33% in the most recent quarter. More than 860,000 organizations now rely on its cybersecurity software. That puts Microsoft in a good spot. The cybersecurity market is expected to grow at 12% annually to surpass $500 billion by 2030, according to Grand View Research.With that in mind, shares of Microsoft currently trade at 25 times earnings. That is not cheap in a traditional sense, but it is reasonable in the context of Microsoft's growth opportunities, and it is a discount compared to the three-year average of 32.1 times earnings. That's why this stock is worth buying today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959153208,"gmtCreate":1672933709405,"gmtModify":1676538759984,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Game game","listText":"Game game","text":"Game game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959153208","isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959159980,"gmtCreate":1672933611040,"gmtModify":1676538759946,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Oooo","listText":"Oooo","text":"Oooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959159980","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959150167,"gmtCreate":1672933510459,"gmtModify":1676538759919,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959150167","repostId":"2300447122","repostType":4,"repost":{"id":"2300447122","kind":"highlight","pubTimestamp":1672932607,"share":"https://ttm.financial/m/news/2300447122?lang=&edition=fundamental","pubTime":"2023-01-05 23:30","market":"us","language":"en","title":"Down Over 20% In 2022, These 3 Warren Buffett Stocks Are Smart Buys in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2300447122","media":"Motley Fool","summary":"The price levels for these three Berkshire stocks might be too good for long-term investors to pass up.","content":"<html><head></head><body><p>When investors are looking for guidance on stock picks, it can help to follow the lead of successful investors. Warren Buffett has a long history of market success and his investing strategies can point most investors in the right direction. Through his holding company, <b>Berkshire Hathaway</b>, Buffett has achieved success that has made him one of the best-known investors of all time.</p><p>But just because he&#39;s been successful doesn&#39;t mean Buffett&#39;s investments are foolproof or exempt from market downturns. Like many other investors in 2022, Buffett saw some of his (and Berkshire&#39;s) holdings lose value over the past 12 months. Let&#39;s take a closer look at three of those picks that lost value in 2022 and whether they are worth buying in 2023.</p><h2>1. Amazon</h2><p>Warren Buffett is known for value investing, a strategy involving finding stocks that are trading below their intrinsic (real) value. For example, if a company&#39;s stock price is $200 and an investor believes its intrinsic value is $250, they would invest, hoping to profit from the 25% increase when the market finally prices the stock correctly.</p><p>Although <b>Amazon</b> didn&#39;t fit the mold of a value stock for much of its existence, it&#39;s getting closer to matching that description these days. And while Buffett initially avoided the stock because it was so focused on growth, he has grown to love it. Berkshire Hathaway began buying Amazon stocks in 2019 at the direction of one of Buffett&#39;s trusted lieutenants, and the Oracle of Omaha admitted he was &#34;an idiot&#34; for not buying sooner.</p><p>Most everyone is familiar with Amazon as an online retailer, but it is becoming more known these days for its somewhat underrated (but lucrative) part of its business -- its cloud computing segment Amazon Web Services (AWS). As of September 2022, AWS controlled around 34% of the cloud market and lead the category by a wide margin. Cloud services are becoming increasingly indispensable for many businesses, and the global cloud market is currently around $480 billion. But it&#39;s expected to surpass $1.7 trillion annually by 2029, a compound annual growth rate (CAGR) of nearly 20%.</p><p>E-commerce is Amazon&#39;s bread and butter, but AWS is where the profits will be found, especially when you look at its margins. In 2021, AWS accounted for around 13% of Amazon&#39;s revenue, but it was responsible for almost three-quarters of its operating profit. Advertising is another segment seeing outsized growth for Amazon, pulling in nearly $10 billion just in its most recent quarter and climbing 25% year over year.</p><p><img src=\"https://static.tigerbbs.com/8f552c74d2e16b339b3eef1fa9208576\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Amazon&#39;s price-to-earnings (P/E) ratio is down over 72% in the past five years, meaning the stock is as cheap as it&#39;s been in a while. The stock price was down about 49% in 2022, but very few analysts expect it not to recover those losses. This opportunity could be too good to pass up for long-term investors.</p><h2>2. Bank of America</h2><p>Although Berkshire Hathaway stock doesn&#39;t pay dividends, dividend stocks make up a good portion of its portfolio, bringing in more than $6 billion in yearly dividend income to the company. One of those dividend cash cows is <b>Bank of America</b>, which Berkshire Hathaway owns over 1.03 billion shares of (it accounts for 11% of Berkshire&#39;s portfolio). With a $0.88 yearly dividend per share, Bank of America provides Berkshire Hathaway with over $1 billion in dividend income annually.</p><p>As with many other companies, it was a rough 2022 for Bank of America, down about 25.6%. While rising interest rates negatively affected the bottom line of many businesses, it was a plus for bank stocks like Bank of America as it increased interest income on the money it lent. In the third quarter of 2022, BofA brought in $13.8 billion in interest income, up 24% year over year and more than half of its $24.5 billion in total revenue. Until inflation is brought under control, those elevated interest rates are likely to remain.</p><p>As the country&#39;s second-largest bank, Bank of America is well-capitalized to handle any adverse economic conditions that could come in 2023. The repercussions of a less-than-ideal economy are likely already priced into the stock, which could mean it&#39;ll see brighter days before the overall economy -- especially when investors begin to anticipate better conditions instead of prepping for the worst.</p><p><img src=\"https://static.tigerbbs.com/f98653259f0fd2e507d7138444e55567\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>There&#39;s a reason Bank of America is considered a blue chip stock: It&#39;s battle-tested and proven. And at current price levels and forward P/E ratios below other competitors, it&#39;s a great long-term play for investors with time on their side.</p><h2>3. Apple</h2><p>With a market cap hovering around the $2 trillion mark, <b>Apple</b> is the world&#39;s most valuable company and the largest Berkshire Hathaway holding by market value. It&#39;s also a certified cash cow, bringing in over $394.3 billion in revenue in its 2022 fiscal year, up 7.8%, and $100 billion in net income, up 5.4%. It&#39;s these kind of metrics that Buffett loves in companies: stable earnings, strong balance sheets, and plenty of profits.</p><p>Two things make Apple a solid buy right now: an emphasis on making services a bigger part of its revenue and its free cash flow (FCF).</p><p>The brand loyalty of Apple consumers can&#39;t be understated. Once someone is in the company&#39;s ecosystem, it&#39;s hard to abandon it completely. But part of creating such an effective ecosystem is having the services to complement its hardware products. In its 2022 fiscal year, Apple&#39;s services revenue grew by over 14%, compared to just over 6% for its hardware. Services provide roughly one-fifth of the company&#39;s revenue, but the steady growth is a positive sign for the future.</p><p><img src=\"https://static.tigerbbs.com/57ef62ba71203f7aa358bcb15ec4c52c\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>Apple&#39;s $111.4 billion in FCF gives it the financial resources to weather any economic storm, and with its stock down nearly 27% in the past 12 months, now could be the time for investing in it or increase a current stake. The company&#39;s commitment to innovation will be a growth driver for many years to come.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down Over 20% In 2022, These 3 Warren Buffett Stocks Are Smart Buys in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown Over 20% In 2022, These 3 Warren Buffett Stocks Are Smart Buys in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/04/down-this-year-warren-buffett-stock-smart-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When investors are looking for guidance on stock picks, it can help to follow the lead of successful investors. Warren Buffett has a long history of market success and his investing strategies can ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/04/down-this-year-warren-buffett-stock-smart-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2023/01/04/down-this-year-warren-buffett-stock-smart-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300447122","content_text":"When investors are looking for guidance on stock picks, it can help to follow the lead of successful investors. Warren Buffett has a long history of market success and his investing strategies can point most investors in the right direction. Through his holding company, Berkshire Hathaway, Buffett has achieved success that has made him one of the best-known investors of all time.But just because he's been successful doesn't mean Buffett's investments are foolproof or exempt from market downturns. Like many other investors in 2022, Buffett saw some of his (and Berkshire's) holdings lose value over the past 12 months. Let's take a closer look at three of those picks that lost value in 2022 and whether they are worth buying in 2023.1. AmazonWarren Buffett is known for value investing, a strategy involving finding stocks that are trading below their intrinsic (real) value. For example, if a company's stock price is $200 and an investor believes its intrinsic value is $250, they would invest, hoping to profit from the 25% increase when the market finally prices the stock correctly.Although Amazon didn't fit the mold of a value stock for much of its existence, it's getting closer to matching that description these days. And while Buffett initially avoided the stock because it was so focused on growth, he has grown to love it. Berkshire Hathaway began buying Amazon stocks in 2019 at the direction of one of Buffett's trusted lieutenants, and the Oracle of Omaha admitted he was \"an idiot\" for not buying sooner.Most everyone is familiar with Amazon as an online retailer, but it is becoming more known these days for its somewhat underrated (but lucrative) part of its business -- its cloud computing segment Amazon Web Services (AWS). As of September 2022, AWS controlled around 34% of the cloud market and lead the category by a wide margin. Cloud services are becoming increasingly indispensable for many businesses, and the global cloud market is currently around $480 billion. But it's expected to surpass $1.7 trillion annually by 2029, a compound annual growth rate (CAGR) of nearly 20%.E-commerce is Amazon's bread and butter, but AWS is where the profits will be found, especially when you look at its margins. In 2021, AWS accounted for around 13% of Amazon's revenue, but it was responsible for almost three-quarters of its operating profit. Advertising is another segment seeing outsized growth for Amazon, pulling in nearly $10 billion just in its most recent quarter and climbing 25% year over year.Data by YCharts.Amazon's price-to-earnings (P/E) ratio is down over 72% in the past five years, meaning the stock is as cheap as it's been in a while. The stock price was down about 49% in 2022, but very few analysts expect it not to recover those losses. This opportunity could be too good to pass up for long-term investors.2. Bank of AmericaAlthough Berkshire Hathaway stock doesn't pay dividends, dividend stocks make up a good portion of its portfolio, bringing in more than $6 billion in yearly dividend income to the company. One of those dividend cash cows is Bank of America, which Berkshire Hathaway owns over 1.03 billion shares of (it accounts for 11% of Berkshire's portfolio). With a $0.88 yearly dividend per share, Bank of America provides Berkshire Hathaway with over $1 billion in dividend income annually.As with many other companies, it was a rough 2022 for Bank of America, down about 25.6%. While rising interest rates negatively affected the bottom line of many businesses, it was a plus for bank stocks like Bank of America as it increased interest income on the money it lent. In the third quarter of 2022, BofA brought in $13.8 billion in interest income, up 24% year over year and more than half of its $24.5 billion in total revenue. Until inflation is brought under control, those elevated interest rates are likely to remain.As the country's second-largest bank, Bank of America is well-capitalized to handle any adverse economic conditions that could come in 2023. The repercussions of a less-than-ideal economy are likely already priced into the stock, which could mean it'll see brighter days before the overall economy -- especially when investors begin to anticipate better conditions instead of prepping for the worst.Data by YCharts.There's a reason Bank of America is considered a blue chip stock: It's battle-tested and proven. And at current price levels and forward P/E ratios below other competitors, it's a great long-term play for investors with time on their side.3. AppleWith a market cap hovering around the $2 trillion mark, Apple is the world's most valuable company and the largest Berkshire Hathaway holding by market value. It's also a certified cash cow, bringing in over $394.3 billion in revenue in its 2022 fiscal year, up 7.8%, and $100 billion in net income, up 5.4%. It's these kind of metrics that Buffett loves in companies: stable earnings, strong balance sheets, and plenty of profits.Two things make Apple a solid buy right now: an emphasis on making services a bigger part of its revenue and its free cash flow (FCF).The brand loyalty of Apple consumers can't be understated. Once someone is in the company's ecosystem, it's hard to abandon it completely. But part of creating such an effective ecosystem is having the services to complement its hardware products. In its 2022 fiscal year, Apple's services revenue grew by over 14%, compared to just over 6% for its hardware. Services provide roughly one-fifth of the company's revenue, but the steady growth is a positive sign for the future.Data by YCharts.Apple's $111.4 billion in FCF gives it the financial resources to weather any economic storm, and with its stock down nearly 27% in the past 12 months, now could be the time for investing in it or increase a current stake. The company's commitment to innovation will be a growth driver for many years to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950749958,"gmtCreate":1672844074074,"gmtModify":1676538746479,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Game On","listText":"Game On","text":"Game On","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950749958","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950641482,"gmtCreate":1672756328046,"gmtModify":1676538731278,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"game on","listText":"game on","text":"game on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950641482","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9953065268,"gmtCreate":1673107063854,"gmtModify":1676538787629,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ol","listText":"Ol","text":"Ol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9953065268","repostId":"2301620946","repostType":4,"repost":{"id":"2301620946","kind":"highlight","pubTimestamp":1673051740,"share":"https://ttm.financial/m/news/2301620946?lang=&edition=fundamental","pubTime":"2023-01-07 08:35","market":"us","language":"en","title":"Is Now the Time to Go All-In on Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2301620946","media":"Motley Fool","summary":"Tesla stock has never been this inexpensive, but there are some good reasons for that.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>If you think Tesla is just a consumer EV play, then it&#39;s not a compelling buy.</li><li>But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it&#39;s a great time to buy.</li><li>Tesla could fail to meet its lofty goals over the next couple of years.</li></ul><p><b>Tesla</b> stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.</p><p>The sell-off was largely due to Tesla&#39;s disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities&#39; Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.</p><p>Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.</p><p>With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9647ab92415cfa85ca674b8957ba91b9\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"/><span>Image source: Tesla.</span></p><h2>A tale of two investment theses</h2><p><b>Daniel Foelber:</b> As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla&#39;s value proposition really is.</p><p>There are many facets to Tesla&#39;s business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.</p><p>But the bigger growth story is arguably the company&#39;s penetration into the trucking industry, as well as its proprietary autonomous driving technology.</p><p>There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla&#39;s semi-truck achieved 500 miles of range with a full load. By comparison, <b>Volvo</b>&#39;s electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla&#39;s progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that&#39;s a big &#34;if.&#34; And in the meantime, it&#39;s going to cost a lot of money to scale semi-truck production.</p><p>In addition to the semi-truck and autonomous driving markets, there&#39;s the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.</p><p>Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/febd5852afe0bfb3481820aec769acae\" tg-width=\"720\" tg-height=\"496\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio (Forward) data by YCharts</span></p><p>The company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.</p><p>But if you&#39;re the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.</p><h2>Accumulation is a safer approach</h2><p><b>Howard Smith:</b> Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn&#39;t mean it&#39;s necessarily a good idea to jump in with an outsized position, however.</p><p>That&#39;s especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.</p><p>Looking at the bigger picture, however, the company&#39;s growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.</p><p>That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That&#39;s a good reason not to jump in all at once.</p><h2>Tesla is a battleground stock for a reason</h2><p>As swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then <i>another</i> 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.</p><p>Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla&#39;s growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.</p><p>In sum, now isn&#39;t the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it&#39;s at a reasonable valuation.</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>Is Now the Time to Go All-In on Tesla 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\">\nIs Now the Time to Go All-In on Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-07 08:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4550":"红杉资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4574":"无人驾驶","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4581":"高盛持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4534":"瑞士信贷持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://www.fool.com/investing/2023/01/06/is-now-the-time-to-go-all-in-on-tesla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301620946","content_text":"KEY POINTSIf you think Tesla is just a consumer EV play, then it's not a compelling buy.But if you think Tesla will become a major player in the commercial trucking industry and be a leader in autonomous technology, then it's a great time to buy.Tesla could fail to meet its lofty goals over the next couple of years.Tesla stock had a rough first day of the 2023 trading calendar year, falling 12.2%. But shares were down as much as 15% at one point during the session.The sell-off was largely due to Tesla's disappointing delivery numbers for Q4 2022, which were released on Monday when markets were closed. Tesla achieved record deliveries of 1.314 million vehicles in 2022, including 405,278 deliveries in Q4 alone. But many analysts, such as Wedbush Securities' Dan Ives, were expecting a Q4 delivery figure in the range of 415,000 to 420,000.Tesla produced 8.5% more vehicles than it delivered for the quarter. It remains to be seen if the gap between production and deliveries was due to decreasing demand or logistics issues. Either way, the lower-than-expected delivery number adds yet another cause for concern to a stock that is down a staggering 59% in the last three months.With the stock hitting a two-year intraday low on Monday, is now the time to go all-in? Or could there be more pain ahead for the electric vehicle (EV) industry leader?Image source: Tesla.A tale of two investment thesesDaniel Foelber: As tempting as it may be to buy Tesla amid the steep sell-off, I think investors should first take a step back and decide what they believe Tesla's value proposition really is.There are many facets to Tesla's business. The core is the production and sale of electric cars to consumers, which has a lot of room for growth in its own right.But the bigger growth story is arguably the company's penetration into the trucking industry, as well as its proprietary autonomous driving technology.There are plenty of companies that are working on lowering emissions for Class 8 trucks by substituting diesel for compressed natural gas or using alternative fuels. But no company has achieved the milestones that Tesla has with its electric semi-truck. In November of last year, Tesla's semi-truck achieved 500 miles of range with a full load. By comparison, Volvo's electric FM truck has a range of over 235 miles. However, the electric semi-truck race is just as much about cost and availability as it is about specs. Even so, Tesla's progress indicates that the electric semi-truck industry could one day end up being more profitable for Tesla than its consumer cars. But that's a big \"if.\" And in the meantime, it's going to cost a lot of money to scale semi-truck production.In addition to the semi-truck and autonomous driving markets, there's the opportunity for Tesla to expand its renewable energy generation and storage efforts, which remain a sideshow at this point.Investors interested in the EV industry are getting a rare opportunity to buy Tesla stock at its lowest forward price to earnings ratio ever. However, the stock is still more expensive today than it was from 2016 to 2019 based on its tangible book value.TSLA PE Ratio (Forward) data by YChartsThe company is likely to take market share in a slowdown because it has the balance sheet and operating margin to handle weakening demand better than its EV competitors. That advantage alone justifies opening a starter position in Tesla stock.But if you're the kind of investor that believes Tesla has a chance to disrupt the autonomous driving industry and take market share across the transportation industry (including the trucking industry), then making Tesla a top-10 -- or even top-five -- holding makes a lot of sense, especially at this price.Accumulation is a safer approachHoward Smith: Investors have had high expectations for Tesla over the past three years, and have assigned it a correspondingly high valuation. But for those that believe the company and EV sector will continue to grow, the 65% drop in the stock price in 2022 provides a compelling opportunity to invest in the industry leader. I do believe that, and I did recently add Tesla shares to my portfolio. That doesn't mean it's necessarily a good idea to jump in with an outsized position, however.That's especially true with Tesla, since it is in a still-evolving sector and could disappoint investors in the near term. A case in point was its recently announced fourth-quarter vehicle delivery data. The shortfall in deliveries came as demand has been impacted by increasing competition, slowing global economies, and the effects of COVID-19 spreading in China.Looking at the bigger picture, however, the company's growth remains strong. Its production increased 47% in 2022 versus 2021. But deliveries only increased 40%, leading investors to believe Tesla might not, in fact, meet its previous projections to average 50% growth over the next few years.That said, now seems to be a good time to begin buying, or adding to your position. Even if Tesla grows earnings by only 30%, it recently was priced at a price/earnings-to-growth (PEG) ratio of below 1.0 based on 2023 estimates. Accumulating shares makes sense now for long-term investors, but there may be better prices to add more later. That's a good reason not to jump in all at once.Tesla is a battleground stock for a reasonAs swift and brutal as the Tesla stock sell-off has been, there are valid reasons why Tesla stock deserved to fall. The valuation had gotten nosebleed, to put it lightly. Tesla stock rose 743% in 2020 and then another 50% in 2021 for a two-year gain of -- wait for it -- 1,263%.Tesla stock could easily set new all-time highs in the future. The problem with stock prices rising so quickly is that the company has to hit lofty goals to make the valuation reasonable. And as impressive as Tesla's growth has been, a mix of macroeconomic and self-inflicted challenges are making those lofty goals increasingly unlikely. Missing delivery expectation paired with the possibility of a recession (and slowing demand for discretionary purchases like cars) adds another layer of issues impacting Tesla.In sum, now isn't the time to go all-in on Tesla stock. But it is the perfect opportunity to reassess what your investment thesis for Tesla is, as well as if you want to open a starter position in Tesla or add to Tesla stock now that it's at a reasonable valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950336878,"gmtCreate":1672668837694,"gmtModify":1676538717514,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9950336878","repostId":"2300287118","repostType":4,"repost":{"id":"2300287118","kind":"highlight","pubTimestamp":1672626615,"share":"https://ttm.financial/m/news/2300287118?lang=&edition=fundamental","pubTime":"2023-01-02 10:30","market":"us","language":"en","title":"XPeng Announces Just Under Double Increase in December Delivery","url":"https://stock-news.laohu8.com/highlight/detail?id=2300287118","media":"seekingalpha","summary":"XPeng (NYSE:XPEV) announced December delivery of 11,292, up 94% M/M.Flagship G9 SUVs delivery of 4,0","content":"<html><head></head><body><p>XPeng (NYSE:XPEV) announced December delivery of 11,292, up 94% M/M.</p><p>Flagship G9 SUVs delivery of 4,020, 160% up from prior month.</p><p>Q4 total vehicle deliveries of 22,204.</p><p>FY22 total deliveries were 120,757, up 23% Y/Y.</p><p>Li Auto and Nio announced record monthly delivery in December.</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>XPeng Announces Just Under Double Increase in December Delivery</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\">\nXPeng Announces Just Under Double Increase in December Delivery\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-02 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3921391-xpeng-announces-just-under-double-increase-in-december-delivery><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>XPeng (NYSE:XPEV) announced December delivery of 11,292, up 94% M/M.Flagship G9 SUVs delivery of 4,020, 160% up from prior month.Q4 total vehicle deliveries of 22,204.FY22 total deliveries were 120,...</p>\n\n<a href=\"https://seekingalpha.com/news/3921391-xpeng-announces-just-under-double-increase-in-december-delivery\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4555":"新能源车","XPEV":"小鹏汽车","BK4526":"热门中概股","BK4099":"汽车制造商","09868":"小鹏汽车-W"},"source_url":"https://seekingalpha.com/news/3921391-xpeng-announces-just-under-double-increase-in-december-delivery","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2300287118","content_text":"XPeng (NYSE:XPEV) announced December delivery of 11,292, up 94% M/M.Flagship G9 SUVs delivery of 4,020, 160% up from prior month.Q4 total vehicle deliveries of 22,204.FY22 total deliveries were 120,757, up 23% Y/Y.Li Auto and Nio announced record monthly delivery in December.","news_type":1},"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989748843,"gmtCreate":1666098334682,"gmtModify":1676537705524,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"oo","listText":"oo","text":"oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9989748843","repostId":"1171334469","repostType":4,"repost":{"id":"1171334469","kind":"news","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":1666093636,"share":"https://ttm.financial/m/news/1171334469?lang=&edition=fundamental","pubTime":"2022-10-18 19:47","market":"us","language":"en","title":"Pre-Bell｜Nasdaq Futures Surge over 2%; Goldman Sachs Jumps 2.3% on Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1171334469","media":"Tiger Newspress","summary":"U.S. stock index futures jumped on Tuesday, with strong quarterly sales from Johnson & Johnson lifti","content":"<html><head></head><body><p>U.S. stock index futures jumped on Tuesday, with strong quarterly sales from Johnson &amp; Johnson lifting hopes that upbeat corporate reports could soothe markets worries of a potential recession due to rising inflation and interest rates.</p><p><b>Market Snapshot</b></p><p>At 8:04 a.m. ET, Dow e-minis were up 502 points, or 1.66%, S&amp;P 500 e-minis were up 69.75 points, or 1.89%, and Nasdaq 100 e-minis were up 233.5 points, or 2.1%.</p><p><img src=\"https://static.tigerbbs.com/a377cebce22a19580aadae0107123bc3\" tg-width=\"438\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p>Johnson &amp; Johnson(JNJ) – Johnson &amp; Johnson shares rose 1.4% in the premarket after beating top and bottom line estimates for the third quarter, helped by growth in pharmaceutical sales. J&amp;J did narrow its earnings outlook, as it maintains caution due to the impact of a strong U.S. dollar.</p><p>Hasbro(HAS) – The toymaker reported adjusted quarterly profit of $1.42 per share, falling 10 cents shy of Street forecasts, with revenue matching estimates. Hasbro had cut its sales forecast earlier this month, noting increased consumer sensitivity to higher prices. Hasbro slid 3.5% in premarket trading.</p><p>Goldman Sachs(GS) – Goldman earned $8.25 per share for the third quarter, beating the $7.69 consensus estimate, while revenue topped Wall Street forecasts as well. Goldman rose 2.3% in the premarket.</p><p>Amazon.com(AMZN) – Amazon added 2.3% in premarket trading after Citi named it a top pick for both a hard and soft economic landing, saying it would perform well under either scenario.</p><p>fuboTV(FUBO) – fuboTV rallied 10.4% in the premarket after the sports-centered streaming service announced it would eliminate its sports betting business and also raised its sales outlook.</p><p>XPO Logistics(XPO) - XPO issued a preliminary third-quarter sales forecast that was slightly below analyst estimates and would be its smallest quarterly sales since 2015. However, the transportation company also raised its profit forecast, and the stock rose 1.5% in premarket trading.</p><p>Nordstrom(JWN) – Nordstrom Chief Financial Officer Anne Bramman will step down in December. The retailer has launched a search for a new CFO, with Chief Accounting Officer Michael Maher serving as interim CFO. Nordstrom rose 1.7% in the premarket.</p><p>Intel(INTC) – Intel’s Mobileye unit is targeting a value of about $16 billion in its initial public offering, according to an SEC filing. The Wall Street Journal had reported that Intel had initially expected a roughly $50 billion valuation for the self-driving car unit, but had scaled those expectations down substantially. Intel added 1.2% in premarket action.</p><p>Target(TGT) – The retailer’s stock jumped 3% in the premarket after Jefferies upgraded it to “buy” from “hold,” saying Target will benefit from an easing of supply chain issues and improved inventory positioning. Target shares had risen yesterday after CEO Brian Cornell made bullish comments at a Yahoo Finance conference.</p><p><b>Market News</b></p><p><b>Hasbro Quarterly Profit Slumps As Price Hikes Dent Demand</b></p><p>Toymaker Hasbro Inc reported a 28% fall in third-quarter earnings on Tuesday as inflation-hit consumers were further discouraged by price hikes.</p><p>Earlier in October, Hasbro cut its fiscal 2022 sales forecast, citing a stronger dollar and a slowdown in demand. The company also said it was trimming its product lines.</p><p><b>Lockheed Martin Q3 EPS $6.71 Beats $6.68 Estimate, Sales $16.60B Miss $16.64B Estimate</b></p><p>Lockheed Martin (NYSE:LMT) reported quarterly earnings of $6.71 per share which beat the analyst consensus estimate of $6.68 by 0.45 percent.</p><p>This is a 203.62 percent increase over earnings of $2.21 per share from the same period last year.</p><p><b>Goldman Sachs Group Q3 Sales $11.98B Beat $11.43B Estimate</b></p><p>Goldman Sachs Group (NYSE:GS) reported quarterly sales of $11.98 billion which beat the analyst consensus estimate of $11.43 billion by 4.81 percent.</p><p>This is a 11.96 percent decrease over sales of $13.61 billion the same period last year.</p><p><b>Johnson &amp; Johnson Beats Sales Estimates on Pharma Strength</b></p><p>Johnson &amp; Johnson on Tuesday beat analysts&#39; estimates for third-quarter sales, helped by strong demand for its cancer drug Darzalex and Crohn&#39;s disease drug Stelara.</p><p>The U.S. healthcare conglomerate tightened its full-year adjusted profit forecast range.</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>Pre-Bell｜Nasdaq Futures Surge over 2%; Goldman Sachs Jumps 2.3% on Earnings</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\">\nPre-Bell｜Nasdaq Futures Surge over 2%; Goldman Sachs Jumps 2.3% on Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-18 19:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures jumped on Tuesday, with strong quarterly sales from Johnson &amp; Johnson lifting hopes that upbeat corporate reports could soothe markets worries of a potential recession due to rising inflation and interest rates.</p><p><b>Market Snapshot</b></p><p>At 8:04 a.m. ET, Dow e-minis were up 502 points, or 1.66%, S&amp;P 500 e-minis were up 69.75 points, or 1.89%, and Nasdaq 100 e-minis were up 233.5 points, or 2.1%.</p><p><img src=\"https://static.tigerbbs.com/a377cebce22a19580aadae0107123bc3\" tg-width=\"438\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p>Johnson &amp; Johnson(JNJ) – Johnson &amp; Johnson shares rose 1.4% in the premarket after beating top and bottom line estimates for the third quarter, helped by growth in pharmaceutical sales. J&amp;J did narrow its earnings outlook, as it maintains caution due to the impact of a strong U.S. dollar.</p><p>Hasbro(HAS) – The toymaker reported adjusted quarterly profit of $1.42 per share, falling 10 cents shy of Street forecasts, with revenue matching estimates. Hasbro had cut its sales forecast earlier this month, noting increased consumer sensitivity to higher prices. Hasbro slid 3.5% in premarket trading.</p><p>Goldman Sachs(GS) – Goldman earned $8.25 per share for the third quarter, beating the $7.69 consensus estimate, while revenue topped Wall Street forecasts as well. Goldman rose 2.3% in the premarket.</p><p>Amazon.com(AMZN) – Amazon added 2.3% in premarket trading after Citi named it a top pick for both a hard and soft economic landing, saying it would perform well under either scenario.</p><p>fuboTV(FUBO) – fuboTV rallied 10.4% in the premarket after the sports-centered streaming service announced it would eliminate its sports betting business and also raised its sales outlook.</p><p>XPO Logistics(XPO) - XPO issued a preliminary third-quarter sales forecast that was slightly below analyst estimates and would be its smallest quarterly sales since 2015. However, the transportation company also raised its profit forecast, and the stock rose 1.5% in premarket trading.</p><p>Nordstrom(JWN) – Nordstrom Chief Financial Officer Anne Bramman will step down in December. The retailer has launched a search for a new CFO, with Chief Accounting Officer Michael Maher serving as interim CFO. Nordstrom rose 1.7% in the premarket.</p><p>Intel(INTC) – Intel’s Mobileye unit is targeting a value of about $16 billion in its initial public offering, according to an SEC filing. The Wall Street Journal had reported that Intel had initially expected a roughly $50 billion valuation for the self-driving car unit, but had scaled those expectations down substantially. Intel added 1.2% in premarket action.</p><p>Target(TGT) – The retailer’s stock jumped 3% in the premarket after Jefferies upgraded it to “buy” from “hold,” saying Target will benefit from an easing of supply chain issues and improved inventory positioning. Target shares had risen yesterday after CEO Brian Cornell made bullish comments at a Yahoo Finance conference.</p><p><b>Market News</b></p><p><b>Hasbro Quarterly Profit Slumps As Price Hikes Dent Demand</b></p><p>Toymaker Hasbro Inc reported a 28% fall in third-quarter earnings on Tuesday as inflation-hit consumers were further discouraged by price hikes.</p><p>Earlier in October, Hasbro cut its fiscal 2022 sales forecast, citing a stronger dollar and a slowdown in demand. The company also said it was trimming its product lines.</p><p><b>Lockheed Martin Q3 EPS $6.71 Beats $6.68 Estimate, Sales $16.60B Miss $16.64B Estimate</b></p><p>Lockheed Martin (NYSE:LMT) reported quarterly earnings of $6.71 per share which beat the analyst consensus estimate of $6.68 by 0.45 percent.</p><p>This is a 203.62 percent increase over earnings of $2.21 per share from the same period last year.</p><p><b>Goldman Sachs Group Q3 Sales $11.98B Beat $11.43B Estimate</b></p><p>Goldman Sachs Group (NYSE:GS) reported quarterly sales of $11.98 billion which beat the analyst consensus estimate of $11.43 billion by 4.81 percent.</p><p>This is a 11.96 percent decrease over sales of $13.61 billion the same period last year.</p><p><b>Johnson &amp; Johnson Beats Sales Estimates on Pharma Strength</b></p><p>Johnson &amp; Johnson on Tuesday beat analysts&#39; estimates for third-quarter sales, helped by strong demand for its cancer drug Darzalex and Crohn&#39;s disease drug Stelara.</p><p>The U.S. healthcare conglomerate tightened its full-year adjusted profit forecast range.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171334469","content_text":"U.S. stock index futures jumped on Tuesday, with strong quarterly sales from Johnson & Johnson lifting hopes that upbeat corporate reports could soothe markets worries of a potential recession due to rising inflation and interest rates.Market SnapshotAt 8:04 a.m. ET, Dow e-minis were up 502 points, or 1.66%, S&P 500 e-minis were up 69.75 points, or 1.89%, and Nasdaq 100 e-minis were up 233.5 points, or 2.1%.Pre-Market MoversJohnson & Johnson(JNJ) – Johnson & Johnson shares rose 1.4% in the premarket after beating top and bottom line estimates for the third quarter, helped by growth in pharmaceutical sales. J&J did narrow its earnings outlook, as it maintains caution due to the impact of a strong U.S. dollar.Hasbro(HAS) – The toymaker reported adjusted quarterly profit of $1.42 per share, falling 10 cents shy of Street forecasts, with revenue matching estimates. Hasbro had cut its sales forecast earlier this month, noting increased consumer sensitivity to higher prices. Hasbro slid 3.5% in premarket trading.Goldman Sachs(GS) – Goldman earned $8.25 per share for the third quarter, beating the $7.69 consensus estimate, while revenue topped Wall Street forecasts as well. Goldman rose 2.3% in the premarket.Amazon.com(AMZN) – Amazon added 2.3% in premarket trading after Citi named it a top pick for both a hard and soft economic landing, saying it would perform well under either scenario.fuboTV(FUBO) – fuboTV rallied 10.4% in the premarket after the sports-centered streaming service announced it would eliminate its sports betting business and also raised its sales outlook.XPO Logistics(XPO) - XPO issued a preliminary third-quarter sales forecast that was slightly below analyst estimates and would be its smallest quarterly sales since 2015. However, the transportation company also raised its profit forecast, and the stock rose 1.5% in premarket trading.Nordstrom(JWN) – Nordstrom Chief Financial Officer Anne Bramman will step down in December. The retailer has launched a search for a new CFO, with Chief Accounting Officer Michael Maher serving as interim CFO. Nordstrom rose 1.7% in the premarket.Intel(INTC) – Intel’s Mobileye unit is targeting a value of about $16 billion in its initial public offering, according to an SEC filing. The Wall Street Journal had reported that Intel had initially expected a roughly $50 billion valuation for the self-driving car unit, but had scaled those expectations down substantially. Intel added 1.2% in premarket action.Target(TGT) – The retailer’s stock jumped 3% in the premarket after Jefferies upgraded it to “buy” from “hold,” saying Target will benefit from an easing of supply chain issues and improved inventory positioning. Target shares had risen yesterday after CEO Brian Cornell made bullish comments at a Yahoo Finance conference.Market NewsHasbro Quarterly Profit Slumps As Price Hikes Dent DemandToymaker Hasbro Inc reported a 28% fall in third-quarter earnings on Tuesday as inflation-hit consumers were further discouraged by price hikes.Earlier in October, Hasbro cut its fiscal 2022 sales forecast, citing a stronger dollar and a slowdown in demand. The company also said it was trimming its product lines.Lockheed Martin Q3 EPS $6.71 Beats $6.68 Estimate, Sales $16.60B Miss $16.64B EstimateLockheed Martin (NYSE:LMT) reported quarterly earnings of $6.71 per share which beat the analyst consensus estimate of $6.68 by 0.45 percent.This is a 203.62 percent increase over earnings of $2.21 per share from the same period last year.Goldman Sachs Group Q3 Sales $11.98B Beat $11.43B EstimateGoldman Sachs Group (NYSE:GS) reported quarterly sales of $11.98 billion which beat the analyst consensus estimate of $11.43 billion by 4.81 percent.This is a 11.96 percent decrease over sales of $13.61 billion the same period last year.Johnson & Johnson Beats Sales Estimates on Pharma StrengthJohnson & Johnson on Tuesday beat analysts' estimates for third-quarter sales, helped by strong demand for its cancer drug Darzalex and Crohn's disease drug Stelara.The U.S. healthcare conglomerate tightened its full-year adjusted profit forecast range.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924913599,"gmtCreate":1672155654911,"gmtModify":1676538643654,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ooooo","listText":"Ooooo","text":"Ooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9924913599","repostId":"2294655826","repostType":4,"repost":{"id":"2294655826","kind":"highlight","pubTimestamp":1672155571,"share":"https://ttm.financial/m/news/2294655826?lang=&edition=fundamental","pubTime":"2022-12-27 23:39","market":"us","language":"en","title":"Why Tesla Is One Stock I'd Avoid in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2294655826","media":"Motley Fool","summary":"From leadership to a looming recession, the problems are piling up.","content":"<html><head></head><body><p>Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales will grow at a compound annual rate of nearly 17% through 2027, going from $389 billion in 2022 to $847 billion. This is fertile ground for long-term investors, but not every stock is an excellent pick in 2023. <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> looks like one of these.</p><p>Tesla is one of the most successful investments of the last 10 years, returning an eye-popping 5,700%. However, the stock is down more than 67% this year. Unfortunately, the drop may continue due to several headwinds. Let&#39;s look at a few.</p><h2>The Twitter debacle</h2><p>Elon Musk&#39;s purchase of Twitter has been an unwelcome distraction for Tesla investors. The Tesla CEO&#39;s offer was announced on April 14, 2022, and Tesla shares have plunged 60% since. Those who were expecting a renewed focus on Tesla once the transaction was complete have been disappointed. Several high-profile Twitter controversies have followed. Investors may see Musk&#39;s focus on Twitter as bad for Tesla stock at a time when Tesla needs its CEO&#39;s focus more than ever.</p><p>Musk announced he will step down as Twitter CEO once a replacement is found. This is terrific news for Tesla and could provide a short-term bump in the stock price once the new CEO is found. However, the Twitter complication isn&#39;t the only problem for Tesla stock.</p><h2>Competition is coming -- fast</h2><p>Tesla has enjoyed its first-mover advantage in the EV industry for years. In 2021, the company accounted for 14% of all EV vehicle sales globally and more than 70% of the coveted US market. The chart below illustrates the tremendous dominance.</p><p><img src=\"https://static.tigerbbs.com/49a6f1f7c29924a41b2c9ae0412f4999\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Statista.</p><p>Tesla&#39;s U.S. market share has nowhere to go but down, which is the trend -- from nearly 80% in 2020, to 70% in 2021, to 65% as of Q3 2022. Other auto companies are investing heavily to electrify their fleets. For example, <b>Ford Motor Company</b> is spending $22 billion through 2025, and <b>General Motors</b> is spending $35 billion. GM believes it can sell a million EVs by then and seeks to make its entire fleet all-electric.</p><p>This doesn&#39;t mean Tesla can&#39;t compete; far from it. But the competition will be fierce, and the road ahead is getting significantly more difficult.</p><h2>An economic triple-whammy</h2><p>Three major economic obstacles will make 2023 difficult:</p><ul><li>A likely recession</li><li>Rising interest rates</li><li>Cratering consumer confidence</li></ul><p>Electric vehicles, especially high-performance Teslas, don&#39;t come cheap. In fact, they rank just behind luxury cars with an average price of $67,000, as shown below.</p><p><img src=\"https://static.tigerbbs.com/290734397a5578ed683b6b63bd7736fb\" tg-width=\"700\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Statista.</p><p>Yes, consumers have lower ownership costs because they don&#39;t have to purchase gas, but future savings may not be top of mind with a recession likely in 2023. When a recession hits, consumers put off major purchases, which could significantly hurt Tesla&#39;s results. As if to prove the point on lagging demand, Tesla has just introduced a rare $7,500 discount on some vehicles.</p><p>To make matters worse, the Federal Reserve is committed to raising interest rates until inflation falls dramatically. This makes financed vehicles even less affordable to consumers.</p><p>Finally, consumer confidence is toiling near its Great Recession lows, as shown below.</p><p><img src=\"https://static.tigerbbs.com/7215d7641b3cd0613df33d9dac8b074f\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>US Index of Consumer Sentiment data by YCharts</p><p>Consumer sentiment is generally considered a leading indicator of upcoming consumer spending, which is incredibly problematic for high-cost electric vehicles in 2023.</p><p>Despite the stock&#39;s drop, Tesla still has the world&#39;s largest market capitalization of any automotive company. With 2023 bringing a host of hardships to the company, the economy, and the industry, Tesla may be one stock it&#39;s best to hold off investing in.</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 Tesla Is One Stock I'd Avoid in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla Is One Stock I'd Avoid in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-27 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/\">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://www.fool.com/investing/2022/12/26/tesla-is-one-stock-id-avoid-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294655826","content_text":"Undoubtedly, electric vehicles (EVs) will become the norm over the next couple of decades, ending more than 100 years of internal combustion engine automobile dominance. Statista estimates that sales will grow at a compound annual rate of nearly 17% through 2027, going from $389 billion in 2022 to $847 billion. This is fertile ground for long-term investors, but not every stock is an excellent pick in 2023. Tesla looks like one of these.Tesla is one of the most successful investments of the last 10 years, returning an eye-popping 5,700%. However, the stock is down more than 67% this year. Unfortunately, the drop may continue due to several headwinds. Let's look at a few.The Twitter debacleElon Musk's purchase of Twitter has been an unwelcome distraction for Tesla investors. The Tesla CEO's offer was announced on April 14, 2022, and Tesla shares have plunged 60% since. Those who were expecting a renewed focus on Tesla once the transaction was complete have been disappointed. Several high-profile Twitter controversies have followed. Investors may see Musk's focus on Twitter as bad for Tesla stock at a time when Tesla needs its CEO's focus more than ever.Musk announced he will step down as Twitter CEO once a replacement is found. This is terrific news for Tesla and could provide a short-term bump in the stock price once the new CEO is found. However, the Twitter complication isn't the only problem for Tesla stock.Competition is coming -- fastTesla has enjoyed its first-mover advantage in the EV industry for years. In 2021, the company accounted for 14% of all EV vehicle sales globally and more than 70% of the coveted US market. The chart below illustrates the tremendous dominance.Image source: Statista.Tesla's U.S. market share has nowhere to go but down, which is the trend -- from nearly 80% in 2020, to 70% in 2021, to 65% as of Q3 2022. Other auto companies are investing heavily to electrify their fleets. For example, Ford Motor Company is spending $22 billion through 2025, and General Motors is spending $35 billion. GM believes it can sell a million EVs by then and seeks to make its entire fleet all-electric.This doesn't mean Tesla can't compete; far from it. But the competition will be fierce, and the road ahead is getting significantly more difficult.An economic triple-whammyThree major economic obstacles will make 2023 difficult:A likely recessionRising interest ratesCratering consumer confidenceElectric vehicles, especially high-performance Teslas, don't come cheap. In fact, they rank just behind luxury cars with an average price of $67,000, as shown below.Image source: Statista.Yes, consumers have lower ownership costs because they don't have to purchase gas, but future savings may not be top of mind with a recession likely in 2023. When a recession hits, consumers put off major purchases, which could significantly hurt Tesla's results. As if to prove the point on lagging demand, Tesla has just introduced a rare $7,500 discount on some vehicles.To make matters worse, the Federal Reserve is committed to raising interest rates until inflation falls dramatically. This makes financed vehicles even less affordable to consumers.Finally, consumer confidence is toiling near its Great Recession lows, as shown below.US Index of Consumer Sentiment data by YChartsConsumer sentiment is generally considered a leading indicator of upcoming consumer spending, which is incredibly problematic for high-cost electric vehicles in 2023.Despite the stock's drop, Tesla still has the world's largest market capitalization of any automotive company. With 2023 bringing a host of hardships to the company, the economy, and the industry, Tesla may be one stock it's best to hold off investing in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926678253,"gmtCreate":1671550224673,"gmtModify":1676538554226,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9926678253","repostId":"1119521514","repostType":4,"repost":{"id":"1119521514","kind":"news","pubTimestamp":1671546168,"share":"https://ttm.financial/m/news/1119521514?lang=&edition=fundamental","pubTime":"2022-12-20 22:22","market":"us","language":"en","title":"Why the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=1119521514","media":"MarketWatch","summary":"Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectiv","content":"<html><head></head><body><p>Anchors aweigh?</p><p>The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially pointing the way to a broader tightening by the last major global central bank to maintain an ultraloose monetary policy.</p><p>Analysts and economists debated the significance of the move. But the market reaction showed global investors were rattled by the potential for the Bank of Japan to eventually give up its role as the last remaining low-rate anchor.</p><p>“The fact that investors see today’s move as heralding a bigger shift is evident from the market reaction,” said Jim Reid, strategist at Deutsche Bank, in a note.</p><p>The BOJ, at a regular policy meeting, said the yield on the 10-year Japanese government bond could rise as high as 0.5% from a previous cap of 0.25%. The central bank, as part of a program known as yield curve control, has maintained a target range around zero for the benchmark government bond yield since 2016 and used that as a tool to keep overall market interest rates low.</p><p>For its part, the BOJ didn’t cite inflation as a reason for the move, instead highlighting concerns about the functioning of the government bond market.</p><p>The yen soared, strengthening by more than 3% versus the U.S. dollar, while yields on 10-year Japanese government bonds were up 16 basis points at 0.413%, after hitting their highest level since 2015. U.S. Treasury yields spiked as global bond yields rose. The dollar weakened broadly versus major rivals, with the ICE U.S. Dollar Index down 0.8%.</p><p>The widening differential between Japanese and other developed market interest rates had translated into a steep selloff by the yen this year, with the currency hitting a multidecade low versus the U.S. dollar earlier this year.</p><p>Equity markets in Asia felt the heat from rising yields, with Japan’s Nikkei 225 falling more than 2%. Stocks in Europe and the U.S. saw a more subdued reaction, with U.S. stock-index futures pointing to a flat start for Wall Street.</p><p>Speculation around a broader shift in policy has been mounting.</p><p>The U.S. Treasury market felt ripples in Monday’s session after the Kyodo News agency over the weekend reported that Japan’s Prime Minister Fumio Kishida was looking to make the country’s 2% inflation target more flexible. The report said that Kishida, as soon as next spring, could discuss details of how to revise the government’s decade-long accord with the BOJ on the 2% target after a new central-bank governor succeeds Haruhiko Kuroda, whose term ends in April.</p><p>The Bank of Japan has spent massively in its effort to maintain the cap on the 10-year yield as global bond yields jumped this year in response to policy tightening by other major central banks, noted Robin Brooks, chief economist at the Institute of International Finance, on Twitter. That pressure may intensify “because markets smell blood,” he said.</p><p><img src=\"https://static.tigerbbs.com/9a956c5a8128687828da110c5f48fec3\" tg-width=\"755\" tg-height=\"1196\" width=\"100%\" height=\"auto\"/></p><p>While prospects for a move were being built into expectations for 2023, there was a widespread view that nothing was likely to happen in the final months of Kuroda’s term as governor, said Adam Cole, chief currency strategist at RBC Capital Markets, in a note.</p><p>He noted that other aspects of policy, including forward guidance and the policy balance rate, were left unchanged and the statement played up the market functioning role of the band widening, rather than characterizing it as a tightening of monetary policy.</p><p>“But coming in illiquid conditions, the market reaction has been sharp. In the near-term, we would not stand in the way of JPY strength and note that positioning, while much reduced in recent weeks, was still net long USD/JPY heading into the decision and covering of these JPY shorts may carry JPY higher still,” he wrote.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets</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 the Bank of Japan’s Surprise Policy Twist Is Rattling Global Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-20 22:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/why-the-bank-of-japans-surprise-policy-twist-is-rattling-global-markets-11671544276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119521514","content_text":"Anchors aweigh?The Bank of Japan sent shock waves through global financial markets Tuesday, effectively loosening a cap on 10-year government bond yields in a surprise move seen as potentially pointing the way to a broader tightening by the last major global central bank to maintain an ultraloose monetary policy.Analysts and economists debated the significance of the move. But the market reaction showed global investors were rattled by the potential for the Bank of Japan to eventually give up its role as the last remaining low-rate anchor.“The fact that investors see today’s move as heralding a bigger shift is evident from the market reaction,” said Jim Reid, strategist at Deutsche Bank, in a note.The BOJ, at a regular policy meeting, said the yield on the 10-year Japanese government bond could rise as high as 0.5% from a previous cap of 0.25%. The central bank, as part of a program known as yield curve control, has maintained a target range around zero for the benchmark government bond yield since 2016 and used that as a tool to keep overall market interest rates low.For its part, the BOJ didn’t cite inflation as a reason for the move, instead highlighting concerns about the functioning of the government bond market.The yen soared, strengthening by more than 3% versus the U.S. dollar, while yields on 10-year Japanese government bonds were up 16 basis points at 0.413%, after hitting their highest level since 2015. U.S. Treasury yields spiked as global bond yields rose. The dollar weakened broadly versus major rivals, with the ICE U.S. Dollar Index down 0.8%.The widening differential between Japanese and other developed market interest rates had translated into a steep selloff by the yen this year, with the currency hitting a multidecade low versus the U.S. dollar earlier this year.Equity markets in Asia felt the heat from rising yields, with Japan’s Nikkei 225 falling more than 2%. Stocks in Europe and the U.S. saw a more subdued reaction, with U.S. stock-index futures pointing to a flat start for Wall Street.Speculation around a broader shift in policy has been mounting.The U.S. Treasury market felt ripples in Monday’s session after the Kyodo News agency over the weekend reported that Japan’s Prime Minister Fumio Kishida was looking to make the country’s 2% inflation target more flexible. The report said that Kishida, as soon as next spring, could discuss details of how to revise the government’s decade-long accord with the BOJ on the 2% target after a new central-bank governor succeeds Haruhiko Kuroda, whose term ends in April.The Bank of Japan has spent massively in its effort to maintain the cap on the 10-year yield as global bond yields jumped this year in response to policy tightening by other major central banks, noted Robin Brooks, chief economist at the Institute of International Finance, on Twitter. That pressure may intensify “because markets smell blood,” he said.While prospects for a move were being built into expectations for 2023, there was a widespread view that nothing was likely to happen in the final months of Kuroda’s term as governor, said Adam Cole, chief currency strategist at RBC Capital Markets, in a note.He noted that other aspects of policy, including forward guidance and the policy balance rate, were left unchanged and the statement played up the market functioning role of the band widening, rather than characterizing it as a tightening of monetary policy.“But coming in illiquid conditions, the market reaction has been sharp. In the near-term, we would not stand in the way of JPY strength and note that positioning, while much reduced in recent weeks, was still net long USD/JPY heading into the decision and covering of these JPY shorts may carry JPY higher still,” he wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9965134532,"gmtCreate":1669908741827,"gmtModify":1676538268123,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9965134532","repostId":"2288677085","repostType":4,"repost":{"id":"2288677085","kind":"highlight","pubTimestamp":1669909536,"share":"https://ttm.financial/m/news/2288677085?lang=&edition=fundamental","pubTime":"2022-12-01 23:45","market":"us","language":"en","title":"2 Green Flags for Tesla's Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2288677085","media":"Motley Fool","summary":"Now's the time to buy Tesla stock, as it's backed by an important growth catalyst.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> has delivered astounding returns for investors in recent years. It&#39;s emerging as an iconic brand that people aspire to own. Most importantly, Tesla has found a profitable path to deliver long-term growth, which the top automakers are struggling to do these days.</p><p>Despite tremendous brand power, Tesla faces mounting pressures in the near term, including softening demand in China, which may force the company to lower selling prices on certain models. These headwinds have sent the stock down 56% from its peak in 2021.</p><p>I believe the bear market is the perfect opportunity for those who have been on the fence over Tesla&#39;s high valuation to add shares to their portfolio. Here are two signs that Tesla&#39;s remarkable run is not over.</p><h2>1. Cybertruck is coming</h2><p>Tesla CEO Elon Musk unveiled the company&#39;s first truck in 2019 to much fanfare. The company planned to launch its first pickup at an affordable price of less than $40,000. With delays in production and high inflation driving up the cost of parts and labor, it will likely debut a bit pricier than originally projected. Regardless, it seems Tesla will try to price the vehicle to compete with the <b>Ford</b> F-150 -- the top-selling vehicle in the U.S. last year.</p><p>The F-150 is Ford&#39;s highest-volume vehicle, but Tesla could take some share away from the industry leader. Cybertruck might be the most highly anticipated electric vehicle launch to date, with a reported 3 million already having placed a reservation to order. For context, that is nearly 10 times the total amount of deliveries Tesla made in the third quarter alone, which indicates a major future sales driver.</p><p>Americans love their trucks, so it wouldn&#39;t be surprising for Cybertruck to become Tesla&#39;s best-selling vehicle. During the third-quarter earnings call, Musk said, &#34;We&#39;re in the final lap for Cybertruck,&#34; with production scheduled to begin by the middle of 2023.</p><h2>2. Tesla is rapidly growing profits</h2><p>Tesla not only has a major upcoming growth catalyst in Cybertruck, but investors should also take comfort in the fact that Tesla is a rare electric vehicle maker that is profitable. <b>Morgan Stanley</b> analyst Adam Jonas recently noted that &#34;Tesla is the only name we cover that generates a profit (before incentives) on the sale of EVs.&#34;</p><p>Through the first three quarters of 2022, Tesla earned a net profit of $8.9 billion on $57 billion of revenue. That is much better than Ford&#39;s net loss of $3.3 billion on revenue of $114 billion.</p><p>Tesla has a superior record of generating profitable growth compared to leading car manufacturers, which is why the stock has soared. Tesla is currently generating about 10 times the level of profit it produced five years ago, while Ford and <b>General Motors</b> have struggled to generate an adequate profit margin.</p><p><img src=\"https://static.tigerbbs.com/723f5933f925fd43645deac49d276461\" tg-width=\"720\" tg-height=\"410\" referrerpolicy=\"no-referrer\"/></p><p>Data by YCharts.</p><p>As Ford and GM crank up their EV operations to compete, Tesla&#39;s profitability gives it a major financial advantage to build a better product and provide superior service to its customers.</p><p>Tesla is on pace to increase production by 50% heading into 2023. This is clearly in preparation to meet growing demand, which will only continue to increase with its first truck. Musk has called Cybertruck a &#34;hall of famer, next level&#34; vehicle that is going to be &#34;sick and sick.&#34;</p><p>These are the reasons I believe now is a great opportunity to invest in Tesla stock. It&#39;s trading at a discount to where it will likely trade when the market is in a better mood.</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 Green Flags for Tesla's Future</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 Green Flags for Tesla's Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/01/2-green-flags-for-teslas-future/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has delivered astounding returns for investors in recent years. It's emerging as an iconic brand that people aspire to own. Most importantly, Tesla has found a profitable path to deliver long-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/01/2-green-flags-for-teslas-future/\">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://www.fool.com/investing/2022/12/01/2-green-flags-for-teslas-future/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288677085","content_text":"Tesla has delivered astounding returns for investors in recent years. It's emerging as an iconic brand that people aspire to own. Most importantly, Tesla has found a profitable path to deliver long-term growth, which the top automakers are struggling to do these days.Despite tremendous brand power, Tesla faces mounting pressures in the near term, including softening demand in China, which may force the company to lower selling prices on certain models. These headwinds have sent the stock down 56% from its peak in 2021.I believe the bear market is the perfect opportunity for those who have been on the fence over Tesla's high valuation to add shares to their portfolio. Here are two signs that Tesla's remarkable run is not over.1. Cybertruck is comingTesla CEO Elon Musk unveiled the company's first truck in 2019 to much fanfare. The company planned to launch its first pickup at an affordable price of less than $40,000. With delays in production and high inflation driving up the cost of parts and labor, it will likely debut a bit pricier than originally projected. Regardless, it seems Tesla will try to price the vehicle to compete with the Ford F-150 -- the top-selling vehicle in the U.S. last year.The F-150 is Ford's highest-volume vehicle, but Tesla could take some share away from the industry leader. Cybertruck might be the most highly anticipated electric vehicle launch to date, with a reported 3 million already having placed a reservation to order. For context, that is nearly 10 times the total amount of deliveries Tesla made in the third quarter alone, which indicates a major future sales driver.Americans love their trucks, so it wouldn't be surprising for Cybertruck to become Tesla's best-selling vehicle. During the third-quarter earnings call, Musk said, \"We're in the final lap for Cybertruck,\" with production scheduled to begin by the middle of 2023.2. Tesla is rapidly growing profitsTesla not only has a major upcoming growth catalyst in Cybertruck, but investors should also take comfort in the fact that Tesla is a rare electric vehicle maker that is profitable. Morgan Stanley analyst Adam Jonas recently noted that \"Tesla is the only name we cover that generates a profit (before incentives) on the sale of EVs.\"Through the first three quarters of 2022, Tesla earned a net profit of $8.9 billion on $57 billion of revenue. That is much better than Ford's net loss of $3.3 billion on revenue of $114 billion.Tesla has a superior record of generating profitable growth compared to leading car manufacturers, which is why the stock has soared. Tesla is currently generating about 10 times the level of profit it produced five years ago, while Ford and General Motors have struggled to generate an adequate profit margin.Data by YCharts.As Ford and GM crank up their EV operations to compete, Tesla's profitability gives it a major financial advantage to build a better product and provide superior service to its customers.Tesla is on pace to increase production by 50% heading into 2023. This is clearly in preparation to meet growing demand, which will only continue to increase with its first truck. Musk has called Cybertruck a \"hall of famer, next level\" vehicle that is going to be \"sick and sick.\"These are the reasons I believe now is a great opportunity to invest in Tesla stock. It's trading at a discount to where it will likely trade when the market is in a better mood.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958092636,"gmtCreate":1673577596725,"gmtModify":1676538859134,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958092636","repostId":"2303810335","repostType":4,"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928866194,"gmtCreate":1671242281519,"gmtModify":1676538514232,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9928866194","repostId":"1150856175","repostType":4,"repost":{"id":"1150856175","kind":"news","pubTimestamp":1671239212,"share":"https://ttm.financial/m/news/1150856175?lang=&edition=fundamental","pubTime":"2022-12-17 09:06","market":"us","language":"en","title":"7 Top-Rated Large-Cap Stocks to Buy and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1150856175","media":"InvestorPlace","summary":"These are some blue-chip names with blue-chip potentialThe best large-cap stocks to buy and hold are","content":"<html><head></head><body><p>These are some blue-chip names with blue-chip potential</p><ul><li>The best large-cap stocks to buy and hold are always a great addition to a portfolio.</li><li>Exxon Mobil (XOM): The multinational oil and gas company has a plan to double its 2019 earnings by 2027.</li><li>Eli Lilly (LLY): Eli Lilly drugs will be in demand for years, and its commitment to research and development will keep the pipeline full of products.</li><li>Chevron (CVX) It’s investing billions of dollars into greener technologies that should help the company prosper if and when the world gets past its overdependency of fossil fuels.</li><li>AbbVie (ABBV): AbbVie is in a great position to replace its revenue from Humira with two promising products.</li><li>Merck (MRK): Best known for its cancer drug, Merck and its shareholders will enjoy profits from Keytruda exclusivity for another six years.</li><li>Lockheed Martin (LMT): Its missiles are used in the highly regarded Patriot missile defense systems that appear headed to Ukraine.</li><li>Bristol-Myers Squibb (BMY): With multiple drugs that bring in more than $1 billion in revenue, Bristol-Myers is in a good position for continued profitability.</li></ul><p>The best large-cap stocks to buy and hold are always a great addition to a portfolio.</p><p>These companies are some of the biggest and best-known stocks in the market. That makes finding the best large-cap stocks a worthy exercise.</p><p>Of course, in this market, it can be a challenge to identify the best large-cap stocks to buy and hold. Despite its recent rally, the Dow Jones Industrial Average is still down more than 6% on the year and other major indices are down more than that. So, you just can’t throw darts at a board to find your winners.</p><p>For this list, I use my Portfolio Grader exclusive tool to find the best large-cap stocks to buy and hold.</p><p>The Portfolio Grader assigns stocks a letter grade based on fundamentals such as sales growth and operating margin. It factors in buying pressure and other quantitative factors that help predict a stock’s future performance.</p><h3><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil </a><img src=\"https://static.tigerbbs.com/a939c96e730e8ae6488c41a409aefa6c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h3><p><b>Exxon Mobil</b> boasts a market capitalization of more than $430 billion.</p><p>The multinational oil and gas company has been raking in profits this year as oil prices remain high and the conflict in Ukraine keeps nations jittery about the energy supply. This makes it one of the best large-cap stocks to buy and hold for continued growth.</p><p>Exxon has laid out plans to hold its capital spending to between $20 billion and $25 billion annually, helping earnings by 2027 to double what they were in 2019. That bodes well for income investors, as Exxon plans to use its increased earnings for dividends and share repurchases.</p><p>And if $25 billion annually in capital spending sounds like a lot, consider that Exxon brought in $112.07 billion in revenue just in the third quarter. Earnings per share of $4.45 topped analysts’ expectations of $3.81.</p><p>XOM stock is up  74% in 2022 and has an “A” rating in the<i>Portfolio Grader.</i></p><h3><a href=\"https://laohu8.com/S/LLY\">Eli Lilly </a><img src=\"https://static.tigerbbs.com/38ed9e4487eacaecc14fc17f82e4b7ba\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h3><p>There are somegreat reasonsto invest in <b>Eli Lilly</b> – the finances, the great dividend or the company’s consistent performance.</p><p>But you should also keep in mind that Eli Lilly is a great pharmaceutical company with a vast pipeline of drugs, including tirzepatide to treat obesity and Mounjaro for its treatment of Type 2 diabetes, and that’s just the tip of the iceberg.</p><p>Eli Lilly drugs will be in demand for years, and its commitment to research and development will keep the pipeline full of products.</p><p>Eli Lilly reported revenue in the third quarter of $6.94 billion on earnings of $1.98 per share, both topping estimates of $6.91 billion and EPS of $1.94. The stock price is up nearly 30% on the  year.</p><p>Eli Lilly has a market capitalization of $351 billion and the stock offers a dividend yield of 1.3%. It has an “A” rating in the<i>Portfolio Grader</i>and easily is one of the large-cap stocks to buy and hold.</p><h3><a href=\"https://laohu8.com/S/CVX\">Chevron </a><img src=\"https://static.tigerbbs.com/906a63eb5d8fb94381d891cda24fa680\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h3><p><b>Chevron</b> stock has had a great year. So far, it’s up by 46%.</p><p>Meanwhile, Chevron is investing billions of dollars intobiofuelsand carbon capture – greener technologies that should help the company prosper if and when the world gets past its overdependency of fossil fuels.</p><p>Chevron brought in $66.64 billion in revenue in the third quarter, topping analysts’ expectations for $60.98 billion. Earnings per share was also a pleasant surprise at $5.56, while analysts had expected $4.92 per share.</p><p>Chevron has a market capitalization of $335 billion and also provides a dividend yield of 5.7%. It has an “A” in the<i>Portfolio Grader</i>and is one of the large-cap stocks to buy and hold worth keeping your eye on.</p><h3><a href=\"https://laohu8.com/S/ABBV\">AbbVie </a><img src=\"https://static.tigerbbs.com/fcf98d3d399576aa67d0e02e82ea9677\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h3><p>Illinois-based <b>AbbVie</b> is heading into the last two weeks of the year armed with a flurry of regulatory victories, astrong drug pipelineand the acquisition of <b>DJS Antibodies</b>, which will help bolster the company’s immunology portfolio.</p><p>What’s not to like about that?</p><p>True, AbbVie lost exclusivity for its vaunted Humira rheumatoid arthritis drug, but analysts are expecting itsSkyrizi and Rinvoq drugs to replace Humira’s revenue.</p><p>The two drugs should generate more than $15 billion in annual revenue by 2025 – and that would be more than Humira in its best days. Skyrizi treats moderate-to-severe plaque psoriasis and psoriatic arthritis, while Rinvoq treats severe rheumatoid arthritis.</p><p>Third-quarter earnings of $14.81 billion just missed expectations for $14.94 billion, but AbbVie still managed to top EPS estimates of $3.57 by posting $3.66 per share.</p><p>With a market capitalization of $291 billion and a 21% gain in 2022, ABBV stock has an “A” rating in the <i>Portfolio Grader</i>.</p><p><a href=\"https://laohu8.com/S/MRK\">Merck </a><img src=\"https://static.tigerbbs.com/cda02093800f6d5d4e44e9317d24f6f9\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Merck</b> is best known for its Keyruda cancer drug, for which it has six more years of exclusivity.</p><p>Keytruda accounted for more than a third of the company’s $14.96 billion in revenue in the third quarter.</p><p>Merck also makes Gardasil and Gardasil 9, which is a vaccine that’s used to prevent human papillomavirus, or HPV.</p><p>Merck regularly beats analysts’ expectations in its quarterly earnings, and Q3 was no different. In addition to the revenue post that beat estimates of $14.04 billion, Merck’s EPS of $1.85 was 14 cents better than expectations.</p><p>Merck stock is up more than 44% on the year and has an “A” rating in the <i>Portfolio Grader</i>.</p><h3><a href=\"https://laohu8.com/S/LMT\">Lockheed Martin </a></h3><p>World-renowned as a top defense contractor, <b>Lockheed Martin</b>(<b>LMT</b>) has a market cap of $126 billion. It makes armored vehicles, assault weapons, missile systems and military aircraft, including the F-16 ,. F-22 and F-35 fighters and Black Hawk helicopters.</p><p>It also makes the missiles used inPatriot missile-defense systems, which the U.S. may supply to Ukraine to help its defense against Russia.</p><p>The company brought in $16.58 billion in revenue in  the third quarter – narrowly missing analysts’ estimates. But its net income of $1.78 billion was a cool 190% better than a  year ago.</p><p>Lockheed is assured of continued growth, particularly as the U.S. continues to remain on guard from unfriendly countries such as Iran, China, Russia and North Korea. With a dividend yield of 2.5% and year-to-date gains of 36%, LMT stock has an “A” rating the <i>Portfolio Grader</i>.</p><h3><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb </a><img src=\"https://static.tigerbbs.com/d46551c8ea9fd505bccb5797b34772d1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h3><p><b>Bristol-Myers Squibb</b> checks in with a market capitalization of $169 billion.</p><p>The company is perhaps best known for its drug Abilfy, which is used to treat schizophrenia, depression and bipolar disorder; as well as a pair of blood thinners in Plavix and Eliquis, and cancer drugs Revlimid and Opdivo.</p><p>Because the company has multiple drugs that bring in more than $1 billion in revenue, Bristol-Myers is in a good position for continued profitability.</p><p>Q3 earnings included $11.22 billion in revenue and $1.99 per share in earnings – both of which topped estimates for $11.18 billion and $1.83 per share.</p><p>BMY stock is up 23% on the year and has an “A” rating in the<i>Portfolio Grader.</i></p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Top-Rated Large-Cap Stocks to Buy and Hold</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Top-Rated Large-Cap Stocks to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 09:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/large-cap-stocks-to-buy-and-hold/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These are some blue-chip names with blue-chip potentialThe best large-cap stocks to buy and hold are always a great addition to a portfolio.Exxon Mobil (XOM): The multinational oil and gas company has...</p>\n\n<a href=\"https://investorplace.com/large-cap-stocks-to-buy-and-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LLY":"礼来","XOM":"埃克森美孚","ABBV":"艾伯维公司","CVX":"雪佛龙","MRK":"默沙东","LMT":"洛克希德马丁","BMY":"施贵宝"},"source_url":"https://investorplace.com/large-cap-stocks-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150856175","content_text":"These are some blue-chip names with blue-chip potentialThe best large-cap stocks to buy and hold are always a great addition to a portfolio.Exxon Mobil (XOM): The multinational oil and gas company has a plan to double its 2019 earnings by 2027.Eli Lilly (LLY): Eli Lilly drugs will be in demand for years, and its commitment to research and development will keep the pipeline full of products.Chevron (CVX) It’s investing billions of dollars into greener technologies that should help the company prosper if and when the world gets past its overdependency of fossil fuels.AbbVie (ABBV): AbbVie is in a great position to replace its revenue from Humira with two promising products.Merck (MRK): Best known for its cancer drug, Merck and its shareholders will enjoy profits from Keytruda exclusivity for another six years.Lockheed Martin (LMT): Its missiles are used in the highly regarded Patriot missile defense systems that appear headed to Ukraine.Bristol-Myers Squibb (BMY): With multiple drugs that bring in more than $1 billion in revenue, Bristol-Myers is in a good position for continued profitability.The best large-cap stocks to buy and hold are always a great addition to a portfolio.These companies are some of the biggest and best-known stocks in the market. That makes finding the best large-cap stocks a worthy exercise.Of course, in this market, it can be a challenge to identify the best large-cap stocks to buy and hold. Despite its recent rally, the Dow Jones Industrial Average is still down more than 6% on the year and other major indices are down more than that. So, you just can’t throw darts at a board to find your winners.For this list, I use my Portfolio Grader exclusive tool to find the best large-cap stocks to buy and hold.The Portfolio Grader assigns stocks a letter grade based on fundamentals such as sales growth and operating margin. It factors in buying pressure and other quantitative factors that help predict a stock’s future performance.Exxon Mobil Exxon Mobil boasts a market capitalization of more than $430 billion.The multinational oil and gas company has been raking in profits this year as oil prices remain high and the conflict in Ukraine keeps nations jittery about the energy supply. This makes it one of the best large-cap stocks to buy and hold for continued growth.Exxon has laid out plans to hold its capital spending to between $20 billion and $25 billion annually, helping earnings by 2027 to double what they were in 2019. That bodes well for income investors, as Exxon plans to use its increased earnings for dividends and share repurchases.And if $25 billion annually in capital spending sounds like a lot, consider that Exxon brought in $112.07 billion in revenue just in the third quarter. Earnings per share of $4.45 topped analysts’ expectations of $3.81.XOM stock is up  74% in 2022 and has an “A” rating in thePortfolio Grader.Eli Lilly There are somegreat reasonsto invest in Eli Lilly – the finances, the great dividend or the company’s consistent performance.But you should also keep in mind that Eli Lilly is a great pharmaceutical company with a vast pipeline of drugs, including tirzepatide to treat obesity and Mounjaro for its treatment of Type 2 diabetes, and that’s just the tip of the iceberg.Eli Lilly drugs will be in demand for years, and its commitment to research and development will keep the pipeline full of products.Eli Lilly reported revenue in the third quarter of $6.94 billion on earnings of $1.98 per share, both topping estimates of $6.91 billion and EPS of $1.94. The stock price is up nearly 30% on the  year.Eli Lilly has a market capitalization of $351 billion and the stock offers a dividend yield of 1.3%. It has an “A” rating in thePortfolio Graderand easily is one of the large-cap stocks to buy and hold.Chevron Chevron stock has had a great year. So far, it’s up by 46%.Meanwhile, Chevron is investing billions of dollars intobiofuelsand carbon capture – greener technologies that should help the company prosper if and when the world gets past its overdependency of fossil fuels.Chevron brought in $66.64 billion in revenue in the third quarter, topping analysts’ expectations for $60.98 billion. Earnings per share was also a pleasant surprise at $5.56, while analysts had expected $4.92 per share.Chevron has a market capitalization of $335 billion and also provides a dividend yield of 5.7%. It has an “A” in thePortfolio Graderand is one of the large-cap stocks to buy and hold worth keeping your eye on.AbbVie Illinois-based AbbVie is heading into the last two weeks of the year armed with a flurry of regulatory victories, astrong drug pipelineand the acquisition of DJS Antibodies, which will help bolster the company’s immunology portfolio.What’s not to like about that?True, AbbVie lost exclusivity for its vaunted Humira rheumatoid arthritis drug, but analysts are expecting itsSkyrizi and Rinvoq drugs to replace Humira’s revenue.The two drugs should generate more than $15 billion in annual revenue by 2025 – and that would be more than Humira in its best days. Skyrizi treats moderate-to-severe plaque psoriasis and psoriatic arthritis, while Rinvoq treats severe rheumatoid arthritis.Third-quarter earnings of $14.81 billion just missed expectations for $14.94 billion, but AbbVie still managed to top EPS estimates of $3.57 by posting $3.66 per share.With a market capitalization of $291 billion and a 21% gain in 2022, ABBV stock has an “A” rating in the Portfolio Grader.Merck Merck is best known for its Keyruda cancer drug, for which it has six more years of exclusivity.Keytruda accounted for more than a third of the company’s $14.96 billion in revenue in the third quarter.Merck also makes Gardasil and Gardasil 9, which is a vaccine that’s used to prevent human papillomavirus, or HPV.Merck regularly beats analysts’ expectations in its quarterly earnings, and Q3 was no different. In addition to the revenue post that beat estimates of $14.04 billion, Merck’s EPS of $1.85 was 14 cents better than expectations.Merck stock is up more than 44% on the year and has an “A” rating in the Portfolio Grader.Lockheed Martin World-renowned as a top defense contractor, Lockheed Martin(LMT) has a market cap of $126 billion. It makes armored vehicles, assault weapons, missile systems and military aircraft, including the F-16 ,. F-22 and F-35 fighters and Black Hawk helicopters.It also makes the missiles used inPatriot missile-defense systems, which the U.S. may supply to Ukraine to help its defense against Russia.The company brought in $16.58 billion in revenue in  the third quarter – narrowly missing analysts’ estimates. But its net income of $1.78 billion was a cool 190% better than a  year ago.Lockheed is assured of continued growth, particularly as the U.S. continues to remain on guard from unfriendly countries such as Iran, China, Russia and North Korea. With a dividend yield of 2.5% and year-to-date gains of 36%, LMT stock has an “A” rating the Portfolio Grader.Bristol-Myers Squibb Bristol-Myers Squibb checks in with a market capitalization of $169 billion.The company is perhaps best known for its drug Abilfy, which is used to treat schizophrenia, depression and bipolar disorder; as well as a pair of blood thinners in Plavix and Eliquis, and cancer drugs Revlimid and Opdivo.Because the company has multiple drugs that bring in more than $1 billion in revenue, Bristol-Myers is in a good position for continued profitability.Q3 earnings included $11.22 billion in revenue and $1.99 per share in earnings – both of which topped estimates for $11.18 billion and $1.83 per share.BMY stock is up 23% on the year and has an “A” rating in thePortfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921008965,"gmtCreate":1670929061258,"gmtModify":1676538461235,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9921008965","repostId":"2291976687","repostType":4,"repost":{"id":"2291976687","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1670921561,"share":"https://ttm.financial/m/news/2291976687?lang=&edition=fundamental","pubTime":"2022-12-13 16:52","market":"us","language":"en","title":"Options Traders Brace for Big Swings As U.S. CPI Data, Fed Meeting Loom","url":"https://stock-news.laohu8.com/highlight/detail?id=2291976687","media":"Reuters","summary":"Options traders are bracing for a week of swings in U.S. stocks ahead of key inflation data, the Fed","content":"<html><head></head><body><p>Options traders are bracing for a week of swings in U.S. stocks ahead of key inflation data, the Federal Reserve&#39;s last policy meeting of 2022 and the final monthly options expiration of the year.</p><p>Inflation data and the Fed’s outlook on monetary policy could give traders more clarity on how much further the central bank may need to raise rates in its battle to cool consumer prices, potentially determining the trajectory of a late-year rally in stocks that has seen the S&amp;P 500 bounce 14% off its October lows. The index remains down 17% for the year.</p><p>Pricing in the U.S. options market on Monday implied investors were positioned for the S&amp;P 500 to move 2.5% in either direction in the wake of Tuesday’s consumer price report, which covers November, data from options market-making firm Optiver showed.</p><p>A big move would be par for the course in a year during which CPI data has sparked explosive market gyrations, as surging inflation forced the Fed to embark on its most aggressive monetary policy tightening since the 1980s.</p><p>The S&amp;P 500 has moved an average of around 3% in either direction over the past six CPI releases, including a 5.5% jump on Nov. 10, when inflation data came in weaker than expected. That compares with an average daily move of about 1.2% over the same period.</p><p>A second dose of softer-than-expected inflation data could bolster the case for those arguing that inflation may have peaked.</p><p>On the other hand, &#34;with the October CPI reading having spurred such an outsized positive reaction, the market is implying what could be an even bigger move to the downside if inflation comes in meaningfully higher than expectations,&#34; said Tom Borgen-Davis, head of equity research at Optiver.</p><p>Meanwhile, options prices are projecting a 1.8% swing in either direction for the S&amp;P 500 in the hour immediately following Wednesday&#39;s FOMC decision, Optiver data showed.</p><p>While investors broadly expect the Fed to raise rates by 50 basis points, Wall St will be focused on the central bank’s projections for how high rates will ultimately rise and to what degree the U.S. economy can withstand monetary tightening.</p><p>Friday also marks the last monthly options expiration for the year, an event where traders looking to replace a large number of expiring contracts can cause a surge in trading volumes.</p><p>Brent Kochuba, founder of options analytic service SpotGamma, said that for now, options positioning is &#34;very balanced between calls and puts,&#34; giving little indication of which way traders expect the markets to swing in the wake of Tuesday&#39;s and Wednesday&#39;s events.</p><p>That balance in positioning may help suppress volatility around the FOMC decision, Kochuba said. However, once this week&#39;s options expiration is out of the way, the stock market may be more prone to swings in either direction, he said.</p><p>&#34;The direction of that move is Fed dependent,&#34; Kochuba said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Options Traders Brace for Big Swings As U.S. CPI Data, Fed Meeting Loom</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\">\nOptions Traders Brace for Big Swings As U.S. CPI Data, Fed Meeting Loom\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-13 16:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Options traders are bracing for a week of swings in U.S. stocks ahead of key inflation data, the Federal Reserve&#39;s last policy meeting of 2022 and the final monthly options expiration of the year.</p><p>Inflation data and the Fed’s outlook on monetary policy could give traders more clarity on how much further the central bank may need to raise rates in its battle to cool consumer prices, potentially determining the trajectory of a late-year rally in stocks that has seen the S&amp;P 500 bounce 14% off its October lows. The index remains down 17% for the year.</p><p>Pricing in the U.S. options market on Monday implied investors were positioned for the S&amp;P 500 to move 2.5% in either direction in the wake of Tuesday’s consumer price report, which covers November, data from options market-making firm Optiver showed.</p><p>A big move would be par for the course in a year during which CPI data has sparked explosive market gyrations, as surging inflation forced the Fed to embark on its most aggressive monetary policy tightening since the 1980s.</p><p>The S&amp;P 500 has moved an average of around 3% in either direction over the past six CPI releases, including a 5.5% jump on Nov. 10, when inflation data came in weaker than expected. That compares with an average daily move of about 1.2% over the same period.</p><p>A second dose of softer-than-expected inflation data could bolster the case for those arguing that inflation may have peaked.</p><p>On the other hand, &#34;with the October CPI reading having spurred such an outsized positive reaction, the market is implying what could be an even bigger move to the downside if inflation comes in meaningfully higher than expectations,&#34; said Tom Borgen-Davis, head of equity research at Optiver.</p><p>Meanwhile, options prices are projecting a 1.8% swing in either direction for the S&amp;P 500 in the hour immediately following Wednesday&#39;s FOMC decision, Optiver data showed.</p><p>While investors broadly expect the Fed to raise rates by 50 basis points, Wall St will be focused on the central bank’s projections for how high rates will ultimately rise and to what degree the U.S. economy can withstand monetary tightening.</p><p>Friday also marks the last monthly options expiration for the year, an event where traders looking to replace a large number of expiring contracts can cause a surge in trading volumes.</p><p>Brent Kochuba, founder of options analytic service SpotGamma, said that for now, options positioning is &#34;very balanced between calls and puts,&#34; giving little indication of which way traders expect the markets to swing in the wake of Tuesday&#39;s and Wednesday&#39;s events.</p><p>That balance in positioning may help suppress volatility around the FOMC decision, Kochuba said. However, once this week&#39;s options expiration is out of the way, the stock market may be more prone to swings in either direction, he said.</p><p>&#34;The direction of that move is Fed dependent,&#34; Kochuba said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","PSQ":"纳指反向ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯","QID":"纳指两倍做空ETF","RPT":"RPT Realty","SQQQ":"纳指三倍做空ETF","BK4080":"零售业房地产投资信托"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291976687","content_text":"Options traders are bracing for a week of swings in U.S. stocks ahead of key inflation data, the Federal Reserve's last policy meeting of 2022 and the final monthly options expiration of the year.Inflation data and the Fed’s outlook on monetary policy could give traders more clarity on how much further the central bank may need to raise rates in its battle to cool consumer prices, potentially determining the trajectory of a late-year rally in stocks that has seen the S&P 500 bounce 14% off its October lows. The index remains down 17% for the year.Pricing in the U.S. options market on Monday implied investors were positioned for the S&P 500 to move 2.5% in either direction in the wake of Tuesday’s consumer price report, which covers November, data from options market-making firm Optiver showed.A big move would be par for the course in a year during which CPI data has sparked explosive market gyrations, as surging inflation forced the Fed to embark on its most aggressive monetary policy tightening since the 1980s.The S&P 500 has moved an average of around 3% in either direction over the past six CPI releases, including a 5.5% jump on Nov. 10, when inflation data came in weaker than expected. That compares with an average daily move of about 1.2% over the same period.A second dose of softer-than-expected inflation data could bolster the case for those arguing that inflation may have peaked.On the other hand, \"with the October CPI reading having spurred such an outsized positive reaction, the market is implying what could be an even bigger move to the downside if inflation comes in meaningfully higher than expectations,\" said Tom Borgen-Davis, head of equity research at Optiver.Meanwhile, options prices are projecting a 1.8% swing in either direction for the S&P 500 in the hour immediately following Wednesday's FOMC decision, Optiver data showed.While investors broadly expect the Fed to raise rates by 50 basis points, Wall St will be focused on the central bank’s projections for how high rates will ultimately rise and to what degree the U.S. economy can withstand monetary tightening.Friday also marks the last monthly options expiration for the year, an event where traders looking to replace a large number of expiring contracts can cause a surge in trading volumes.Brent Kochuba, founder of options analytic service SpotGamma, said that for now, options positioning is \"very balanced between calls and puts,\" giving little indication of which way traders expect the markets to swing in the wake of Tuesday's and Wednesday's events.That balance in positioning may help suppress volatility around the FOMC decision, Kochuba said. However, once this week's options expiration is out of the way, the stock market may be more prone to swings in either direction, he said.\"The direction of that move is Fed dependent,\" Kochuba said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920595425,"gmtCreate":1670514384767,"gmtModify":1676538383992,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9920595425","repostId":"1116584413","repostType":4,"repost":{"id":"1116584413","kind":"news","pubTimestamp":1670513955,"share":"https://ttm.financial/m/news/1116584413?lang=&edition=fundamental","pubTime":"2022-12-08 23:39","market":"us","language":"en","title":"3 China Stocks That Could Rebound in 2023, According to Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1116584413","media":"TipRanks","summary":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global reces","content":"<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 China Stocks That Could Rebound in 2023, According to Analysts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 China Stocks That Could Rebound in 2023, According to Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 23:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","JD":"京东","PDD":"拼多多","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.tipranks.com/news/article/3-china-stocks-that-could-rebound-in-2023-according-to-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116584413","content_text":"Story HighlightsChinese tech stocks have been heating up of late, even with a potential global recession on the horizon. As 2023 kicks in, top internet titans like Alibaba, JD.com, and Pinduoduo may have the most room to run as they look to claw back from the depths of the abyss.Chinese stocks have been in a world of pain well before the S&P 500 (SPX) plunged into a bear market in 2022. Indeed, many investors and talking heads have slapped the unenviable title of “uninvestable” on Chinese stocks, given how difficult it is to gauge their inherent risks. Indeed, delisting concerns and other issues based on exogenous events make it hard to value even the “cheapest” Chinese internet ADRs (American Depository Receipts). Despite the added risks of investing in Chinese stocks, many Wall Street analysts continue to view names like Alibaba (NASDAQ: BABA), JD.com (NASDAQ: JD), and Pinduoduo (NASDAQ: PDD) favorably.There’s no doubt that U.S. investors have been burned by Chinese names in recent years. With swollen regulatory risk discounts and considerable growth to be had over the long run, China’s top internet plays may still be worth considering while they’re miles away from their peaks.Let’s check in on three Strong-Buy-rated Chinese tech titans that Wall Street expects great things from in 2023.Alibaba (BABA)Alibaba is probably the first firm that comes to mind to American investors looking for Chinese tech exposure. It’s been a slow, painful descent for one of China’s most FAANG-like stocks. After plunging by around 80% from peak to trough, BABA stock has shown signs of life in recent weeks, rallying by around 52% off the October trough.Whether the recent rally lasts remains to be seen. Regardless, it’s hard for value-conscious investors to overlook the absurdly-low 1.9 times price-to-sales (P/S) multiple.At these depths, even the slightest positive news could have a significant impact on the stock. With Chinese stocks bouncing due to easing COVID-19 restrictions, Alibaba and the broader basket may, once again, be unignorable as consumer spending looks to heal. Arguably, Alibaba has the most to gain as China reopens its economy and the worst recession fears come to pass.What is the Price Target for BABA Stock?Wall Street is sticking with its “Strong Buy” rating on Alibaba stock, with 15 unanimous Buy recommendations. The average BABA stock price target of $133.73 implies a solid 51.4% gain from here.JD.com (JD)JD.com is an e-commerce player that rallied sharply in recent weeks after enduring a nearly two-year-long 64% plunge. Driven by easing COVID-19 restrictions and a huge third-quarter beat that saw per-share earnings crush estimates ($0.90 EPS vs. $0.70 consensus), JD stock now seems to have the most technical strength behind it.At just 0.6 times sales, JD stock has some low expectations in mind ahead of what’s likely to be a global recession. As China looks to loosen its strict zero-COVID policy, JD could be one of the bigger beneficiaries.In a rising-rate world, U.S. investors can appreciate JD’s latest profitability surge. The company is well-positioned to continue driving margins higher as it looks to take a page out of the playbook of an early Amazon (NASDAQ:AMZN).What is the Price Target for JD Stock?Wall Street loves JD stock, with a “Strong Buy” consensus rating. The average JD stock price target of $77.69 implies 32.92% gains from current levels.Pinduoduo (PDD)Pinduoduo is a Chinese e-commerce play that’s suffered the biggest hit to the chin amid China’s horrific tech sell-off. From peak to trough, shares shed more than 83% of their value. Since bottoming earlier this year, though, PDD stock has been really heating up, rewarding dip-buyers who gave the digital retail play the benefit of the doubt. Shares are now up around 265% from their 2022 lows.Indeed, Pinduoduo is the spiciest Chinese internet stock, but one that could deliver the biggest gains in a turnaround scenario. The recent third-quarter beat was a blowout ($1.23 EPS vs. $0.69 consensus). As the company continues to impress despite the dire macro conditions, growth-savvy investors willing to stomach the risks may be enticed to get back into the name.At 6.4 times sales and 30 times trailing earnings, PDD stock is one of the pricier Chinese e-commerce firms. After six straight sizeable bottom-line beats, though, I view the name as compelling.What is the Price Target for PDD Stock?Wall Street continues to pound the table on Pinduoduo. The average PDD stock price target of $99.51 implies 15.95% gains from here.Conclusion: Wall Street is Most Bullish on BABAIndeed, recent momentum in Chinese stocks may reignite enthusiasm. A sustained rally into 2023 may even cause pundits to shed their “uninvestable” status. Of the three names in this piece, Wall Street expects the biggest gains from Alibaba stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981649621,"gmtCreate":1666498011663,"gmtModify":1676537762686,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9981649621","repostId":"2277255340","repostType":4,"repost":{"id":"2277255340","kind":"highlight","pubTimestamp":1666481958,"share":"https://ttm.financial/m/news/2277255340?lang=&edition=fundamental","pubTime":"2022-10-23 07:39","market":"us","language":"en","title":"Palantir: My Top Stock For The Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2277255340","media":"seekingalpha","summary":"Palantir is one of the most controversial companies in America. Either you love it, hate it, or have","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> is one of the most controversial companies in America. Either you love it, hate it, or have no idea what the company does. I love Palantir, and I&#39;ll tell you why. Palantir is a unique, dominant, market-leading company with excellent growth prospects and remarkable long-term profitability potential. Additionally, many investors may view Palantir as a government contractor, but the company&#39;s immense growth and profitability potential are in the private sector.</p><p>Moreover, Palantir&#39;s technical image looks increasingly bullish, and sentiment should improve soon. Palantir is releasing its Q3 earnings <i>on November 7th,</i> and while the company missed estimates slightly in the Q2 quarter, I believe the Q3 quarter will be much better. Therefore, we could see Palantir&#39;s share price rise sharply post-earnings, and we should see Palantir&#39;s stock appreciate considerably as the company advances in future years.</p><h2>Technical Image - Getting Bullish Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/c1754195324965b32d775196cfaa9427\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>PLTR (StockCharts.com)</p><p>Palantir hit a low of around $6 back in May. The stock was grossly oversold then and hasn&#39;t gone that low since, despite the broader market dropping significantly. Remarkably, when the stock hit its low of around $6, it was down by roughly 87% from its post-IPO high, and even at today&#39;s price, Palantir is still 82% below its early 2021 levels. Now we see the trend evening out, and Palantir has gone sideways in the last six months while the broader market has been making new lows. This divergence is very constrictive, which implies that the ultimate low was likely achieved in May. We also see significant improvements in technical indicators like the CCI and the full stochastic, illustrating that momentum and sentiment are improving. The overall technical image suggests that the worst is behind Palantir, and the stock could rise sharply soon.</p><h2>Last Quarter - Better Than It Seems</h2><p>Palantir missed its consensus EPS estimate by 4 cents. In my last Palantir article, I wrote that investors should be focused more on long-term prospects than &#34;counting pennies.&#34; Palantir is a hyper-growth company with remarkable long-term profitability potential. Does it matter if Palantir now makes 3 cents per share or loses 1 cent per share? I think there are more important factors to consider.</p><p><b>For Instance: Palantir&#39;s Q2 Highlights</b></p><p><img src=\"https://static.tigerbbs.com/c8579b5b90122341ce762089831b04c9\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Q2 highlights (investors.palantir.com)</p><p>YoY revenue surged by 26%. Moreover, U.S. revenue skyrocketed by 45% YoY. I want to stress a crucial point here. Some market participants may believe that Palantir&#39;s potential relies primarily on government contracts. However, I view Palantir much differently. While Palantir is a great friend of the government and receives stellar contracts, the company&#39;s true potential is in the private sector.</p><p>Commercial revenue grew by 46% YoY. Remarkably, U.S. commercial revenue soared by 120% YoY. Additionally, U.S. government revenue growth remained robust, coming in at 27% YoY. Perhaps the most staggering statistic is that Palantir&#39;s U.S. commercial customer count increased by a mind-boggling 250% YoY, from 34 customers in Q2 2021 to 119 customers in Q2 2022. This dynamic illustrates that Palantir&#39;s commercial business is expanding very rapidly. Moreover, Palantir has yet to show revenues and earnings pertaining to its business&#39;s rapidly growing commercial segment. Therefore, Palantir&#39;s commercial growth should continue, and the company&#39;s future revenues and profits could be well above most analyst estimates.</p><h2>Outlook For Next Quarter</h2><p></p><p><img src=\"https://static.tigerbbs.com/99ec43c50a74cf2973056799e9d195a5\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>EPS estimates (SeekingAlpha.com)</p><p>Most analysts are looking for approximately 2 cents in EPS and around $475 million in revenues for the last quarter. However, Palantir can probably surpass these estimates. Many analysts have been overly pessimistic about Palantir, and its prospects and consensus figures may be lowballed at this point. I believe Palantir can deliver 3 cents per share and roughly $480 million in revenues for the third quarter. While a one-cent beat is nothing to get too excited about, it should demonstrate that Palantir will likely become more profitable sooner than expected. Also, even a small beat could send Palantir&#39;s badly beaten-down stock substantially higher from current levels.</p><h2>Palantir&#39;s Tremendous Long-Term Potential</h2><p><b>Revenue Estimates</b></p><p><img src=\"https://static.tigerbbs.com/2fd5fbf12660cc40972dfb9ffb274b0c\" tg-width=\"640\" tg-height=\"203\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Revenue estimates (SeekingAlpha.com)</p><p>Consensus estimates imply that Palantir&#39;s revenues are set to rise to approximately $2.4 billion next year and roughly $3 billion in 2024. However, revenue estimates may be lowballed here, and I expect Palantir to deliver closer to $2.5 billion in revenues next year and roughly $3.3 billion in 2024. Due to Palantir&#39;s remarkably long growth runway, the company can probably deliver 25-30% YoY revenue growth through 2030. Given that Palantir&#39;s market cap is only around $16 billion, it&#39;s trading at fewer than five times 2024 sales estimates, which is remarkably cheap for a hyper-growth company.</p><p><b>EPS Estimates</b></p><p><img src=\"https://static.tigerbbs.com/2a8abaf651474fdacf4dc691cd68c960\" tg-width=\"640\" tg-height=\"199\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>EPS estimates (SeekingAlpha.com)</p><p>We see Palantir&#39;s consensus EPS estimates going from just 5 cents this year to 16 cents next year and 25 cents in 2024. I also believe that current estimates are lowballed, and we may see closer to 25 cents in EPS next year. After 2023 we can probably see sustainable YoY EPS growth of 30-50% for several years, plausibly through 2030.</p><p><b>Here is what Palantir&#39;s financials could look like in future years:</b></p><table><tbody><tr><td><b>Year</b></td><td><b>2022</b></td><td><b>2023</b></td><td><b>2024</b></td><td><b>2025</b></td><td><b>2026</b></td><td><b>2027</b></td><td><b>2028</b></td><td><b>2029</b></td><td><b>2030</b></td></tr><tr><td><b>Revenue Bs</b></td><td>$1.9</td><td>$2.5</td><td>$3.3</td><td>$4.3</td><td>$5.6</td><td>$7.3</td><td>$9.3</td><td>$11.2</td><td>$14.7</td></tr><tr><td><b>Revenue growth</b></td><td>24%</td><td>31%</td><td>32%</td><td>31%</td><td>30%</td><td>29%</td><td>28%</td><td>27%</td><td>25%</td></tr><tr><td><b>EPS</b></td><td>$0.05</td><td>$0.25</td><td>$0.38</td><td>$0.56</td><td>$0.84</td><td>$1.26</td><td>$1.83</td><td>$2.66</td><td>$3.73</td></tr><tr><td><b>Forward P/E</b></td><td>32</td><td>35</td><td>37</td><td>40</td><td>40</td><td>40</td><td>38</td><td>37</td><td>35</td></tr><tr><td><b>Stock price</b></td><td>$8</td><td>$13</td><td>$21</td><td>$34</td><td>$50</td><td>$75</td><td>$101</td><td>$138</td><td>$150</td></tr></tbody></table><p>Source: The Financial Prophet</p><p>While my estimates may appear slightly aggressive, my near-term projections align with higher-end analysts&#39; estimates. Also, Palantir has commanded a relatively high P/E ratio in the past, and given the company&#39;s unique dynamics, a forward P/E topping out at around 40 does not seem unreasonable. Furthermore, we must consider that Palantir&#39;s commercial side of the business is the key to Palantir&#39;s long-term growth, profitability, and success. Given the recent growth statistics, Palantir&#39;s superior products, and the sticky nature of its services, the company should continue expanding its commercial operations rapidly and its stock should appreciate considerably in the coming years.</p><h2><b>Risks to Palantir</b></h2><p>Despite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company&#39;s earnings are minimal and may not increase as much as I envision. Moreover, if the company&#39;s growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.</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>Palantir: My Top Stock For The Next Decade</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\">\nPalantir: My Top Stock For The Next Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-23 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548086-palantir-my-top-stock-for-the-next-decade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir is one of the most controversial companies in America. Either you love it, hate it, or have no idea what the company does. I love Palantir, and I'll tell you why. Palantir is a unique, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4548086-palantir-my-top-stock-for-the-next-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4548086-palantir-my-top-stock-for-the-next-decade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2277255340","content_text":"Palantir is one of the most controversial companies in America. Either you love it, hate it, or have no idea what the company does. I love Palantir, and I'll tell you why. Palantir is a unique, dominant, market-leading company with excellent growth prospects and remarkable long-term profitability potential. Additionally, many investors may view Palantir as a government contractor, but the company's immense growth and profitability potential are in the private sector.Moreover, Palantir's technical image looks increasingly bullish, and sentiment should improve soon. Palantir is releasing its Q3 earnings on November 7th, and while the company missed estimates slightly in the Q2 quarter, I believe the Q3 quarter will be much better. Therefore, we could see Palantir's share price rise sharply post-earnings, and we should see Palantir's stock appreciate considerably as the company advances in future years.Technical Image - Getting Bullish NowPLTR (StockCharts.com)Palantir hit a low of around $6 back in May. The stock was grossly oversold then and hasn't gone that low since, despite the broader market dropping significantly. Remarkably, when the stock hit its low of around $6, it was down by roughly 87% from its post-IPO high, and even at today's price, Palantir is still 82% below its early 2021 levels. Now we see the trend evening out, and Palantir has gone sideways in the last six months while the broader market has been making new lows. This divergence is very constrictive, which implies that the ultimate low was likely achieved in May. We also see significant improvements in technical indicators like the CCI and the full stochastic, illustrating that momentum and sentiment are improving. The overall technical image suggests that the worst is behind Palantir, and the stock could rise sharply soon.Last Quarter - Better Than It SeemsPalantir missed its consensus EPS estimate by 4 cents. In my last Palantir article, I wrote that investors should be focused more on long-term prospects than \"counting pennies.\" Palantir is a hyper-growth company with remarkable long-term profitability potential. Does it matter if Palantir now makes 3 cents per share or loses 1 cent per share? I think there are more important factors to consider.For Instance: Palantir's Q2 HighlightsQ2 highlights (investors.palantir.com)YoY revenue surged by 26%. Moreover, U.S. revenue skyrocketed by 45% YoY. I want to stress a crucial point here. Some market participants may believe that Palantir's potential relies primarily on government contracts. However, I view Palantir much differently. While Palantir is a great friend of the government and receives stellar contracts, the company's true potential is in the private sector.Commercial revenue grew by 46% YoY. Remarkably, U.S. commercial revenue soared by 120% YoY. Additionally, U.S. government revenue growth remained robust, coming in at 27% YoY. Perhaps the most staggering statistic is that Palantir's U.S. commercial customer count increased by a mind-boggling 250% YoY, from 34 customers in Q2 2021 to 119 customers in Q2 2022. This dynamic illustrates that Palantir's commercial business is expanding very rapidly. Moreover, Palantir has yet to show revenues and earnings pertaining to its business's rapidly growing commercial segment. Therefore, Palantir's commercial growth should continue, and the company's future revenues and profits could be well above most analyst estimates.Outlook For Next QuarterEPS estimates (SeekingAlpha.com)Most analysts are looking for approximately 2 cents in EPS and around $475 million in revenues for the last quarter. However, Palantir can probably surpass these estimates. Many analysts have been overly pessimistic about Palantir, and its prospects and consensus figures may be lowballed at this point. I believe Palantir can deliver 3 cents per share and roughly $480 million in revenues for the third quarter. While a one-cent beat is nothing to get too excited about, it should demonstrate that Palantir will likely become more profitable sooner than expected. Also, even a small beat could send Palantir's badly beaten-down stock substantially higher from current levels.Palantir's Tremendous Long-Term PotentialRevenue EstimatesRevenue estimates (SeekingAlpha.com)Consensus estimates imply that Palantir's revenues are set to rise to approximately $2.4 billion next year and roughly $3 billion in 2024. However, revenue estimates may be lowballed here, and I expect Palantir to deliver closer to $2.5 billion in revenues next year and roughly $3.3 billion in 2024. Due to Palantir's remarkably long growth runway, the company can probably deliver 25-30% YoY revenue growth through 2030. Given that Palantir's market cap is only around $16 billion, it's trading at fewer than five times 2024 sales estimates, which is remarkably cheap for a hyper-growth company.EPS EstimatesEPS estimates (SeekingAlpha.com)We see Palantir's consensus EPS estimates going from just 5 cents this year to 16 cents next year and 25 cents in 2024. I also believe that current estimates are lowballed, and we may see closer to 25 cents in EPS next year. After 2023 we can probably see sustainable YoY EPS growth of 30-50% for several years, plausibly through 2030.Here is what Palantir's financials could look like in future years:Year202220232024202520262027202820292030Revenue Bs$1.9$2.5$3.3$4.3$5.6$7.3$9.3$11.2$14.7Revenue growth24%31%32%31%30%29%28%27%25%EPS$0.05$0.25$0.38$0.56$0.84$1.26$1.83$2.66$3.73Forward P/E323537404040383735Stock price$8$13$21$34$50$75$101$138$150Source: The Financial ProphetWhile my estimates may appear slightly aggressive, my near-term projections align with higher-end analysts' estimates. Also, Palantir has commanded a relatively high P/E ratio in the past, and given the company's unique dynamics, a forward P/E topping out at around 40 does not seem unreasonable. Furthermore, we must consider that Palantir's commercial side of the business is the key to Palantir's long-term growth, profitability, and success. Given the recent growth statistics, Palantir's superior products, and the sticky nature of its services, the company should continue expanding its commercial operations rapidly and its stock should appreciate considerably in the coming years.Risks to PalantirDespite my bullish outlook for Palantir, market participants should consider several potential risks associated with this investment. While the growth story is strong at Palantir, shares are not cheap by traditional metrics. Furthermore, the company's earnings are minimal and may not increase as much as I envision. Moreover, if the company's growth picture were to turn less bullish, the stock could head in the wrong direction. For instance, if Palantir lost favor with the government or had a data breach, the stock could experience a notable decline. Please consider these and other risks carefully before investing in Palantir.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981146280,"gmtCreate":1666435101840,"gmtModify":1676537756268,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981146280","repostId":"2277875062","repostType":4,"repost":{"id":"2277875062","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1666403370,"share":"https://ttm.financial/m/news/2277875062?lang=&edition=fundamental","pubTime":"2022-10-22 09:49","market":"us","language":"en","title":"Snap Sets off Alarm Bells in Ad-Reliant Social Media Sector","url":"https://stock-news.laohu8.com/highlight/detail?id=2277875062","media":"Reuters","summary":"(Reuters) - Snap Inc shares sank nearly 30 per cent in premarket trading on Friday, after the company's forecast of zero revenue pointed to more pain ahead for a social media sector heavily dependant on digital advertising.YouTube-parent Alphabet Inc, Facebook-parent Meta Platform Inc and Pinte ...","content":"<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> shares sank more than 28% on Friday and hit their lowest since the pandemic, after the company&#39;s forecast of zero revenue growth pointed to more pain ahead for a social media sector heavily dependant on digital advertising.<img src=\"https://static.tigerbbs.com/e5e4219b7190352d46246365fc9fd8df\" tg-width=\"857\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/></p><p>Facebook-parent <a href=\"https://laohu8.com/S/META\">Meta Platform Inc</a> and <a href=\"https://laohu8.com/S/PINS\">Pinterest Inc</a> fell between 1% and 6%. <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc</a> slid 4.86%, also dragged by fears of security reviews of billionaire Elon Musk&#39;s takeover bid.</p><p>Analysts rushed to cut their price target on Snap, with Morgan Stanley taking it to a Wall Street low of $7. In early trading the stock hit its lowest since early 2019.</p><p>The digital ad space has suffered as brands have cut marketing and ad budgets in response to declining consumer demand. Snap&#39;s warning exacerbated those fears.</p><p>&#34;This truly is a cautionary tale ... advertisers might show that we&#39;re already in a recession because of their unwillingness to spend on these smaller platforms,&#34; said Bokeh Capital Partners&#39; Kim Forrest.</p><p>So far this year, digital ad companies have together lost roughly $1 trillion in value, hit by intense competition from TikTok and challenges from Apple Inc&#39;s privacy changes to its iOS platform that allows users to opt out of data tracking.</p><p>Snap reported its slowest revenue growth as a public company for the latest quarter on Thursday, and forecast no revenue growth for the typically busy holiday quarter.</p><p><b>SNAP&#39;S WOES</b></p><p>Advertisers have relied on Snap&#39;s platform to tap into its popularity among teens and young adults.</p><p>But Apple&#39;s privacy changes have made it more difficult to track and measure ads on Snapchat, causing major brands to shift their ad spending to bigger platforms that reach more people.</p><p>&#34;A challenged macro continues to see ad buyers prioritize their larger, core platforms, namely Google and Meta, as they monitor consumer health,&#34; Bernstein analyst Mark Shmulik said, adding that ad buyers reducing their spend particularly on smaller experimental platforms.</p><p>Snap&#39;s stock has lost about 77 per cent of its value so far this year, while Alphabet, Meta and Pinterest have lost between 30 per cent and 60 per cent. Twitter, however, has gained 21 per cent on the prospect of billionaire Musk buying the company.</p><p>&#34;We now believe that Snap will have difficulty remaining under control of its own destiny over the next six to nine months,&#34; MKM Partners analyst Rohit Kulkarni said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Snap Sets off Alarm Bells in Ad-Reliant Social Media Sector</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\">\nSnap Sets off Alarm Bells in Ad-Reliant Social Media Sector\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-22 09:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> shares sank more than 28% on Friday and hit their lowest since the pandemic, after the company&#39;s forecast of zero revenue growth pointed to more pain ahead for a social media sector heavily dependant on digital advertising.<img src=\"https://static.tigerbbs.com/e5e4219b7190352d46246365fc9fd8df\" tg-width=\"857\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/></p><p>Facebook-parent <a href=\"https://laohu8.com/S/META\">Meta Platform Inc</a> and <a href=\"https://laohu8.com/S/PINS\">Pinterest Inc</a> fell between 1% and 6%. <a href=\"https://laohu8.com/S/TWTR\">Twitter Inc</a> slid 4.86%, also dragged by fears of security reviews of billionaire Elon Musk&#39;s takeover bid.</p><p>Analysts rushed to cut their price target on Snap, with Morgan Stanley taking it to a Wall Street low of $7. In early trading the stock hit its lowest since early 2019.</p><p>The digital ad space has suffered as brands have cut marketing and ad budgets in response to declining consumer demand. Snap&#39;s warning exacerbated those fears.</p><p>&#34;This truly is a cautionary tale ... advertisers might show that we&#39;re already in a recession because of their unwillingness to spend on these smaller platforms,&#34; said Bokeh Capital Partners&#39; Kim Forrest.</p><p>So far this year, digital ad companies have together lost roughly $1 trillion in value, hit by intense competition from TikTok and challenges from Apple Inc&#39;s privacy changes to its iOS platform that allows users to opt out of data tracking.</p><p>Snap reported its slowest revenue growth as a public company for the latest quarter on Thursday, and forecast no revenue growth for the typically busy holiday quarter.</p><p><b>SNAP&#39;S WOES</b></p><p>Advertisers have relied on Snap&#39;s platform to tap into its popularity among teens and young adults.</p><p>But Apple&#39;s privacy changes have made it more difficult to track and measure ads on Snapchat, causing major brands to shift their ad spending to bigger platforms that reach more people.</p><p>&#34;A challenged macro continues to see ad buyers prioritize their larger, core platforms, namely Google and Meta, as they monitor consumer health,&#34; Bernstein analyst Mark Shmulik said, adding that ad buyers reducing their spend particularly on smaller experimental platforms.</p><p>Snap&#39;s stock has lost about 77 per cent of its value so far this year, while Alphabet, Meta and Pinterest have lost between 30 per cent and 60 per cent. Twitter, however, has gained 21 per cent on the prospect of billionaire Musk buying the company.</p><p>&#34;We now believe that Snap will have difficulty remaining under control of its own destiny over the next six to nine months,&#34; MKM Partners analyst Rohit Kulkarni said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc.","TWTR":"Twitter","META":"Meta Platforms, Inc.","SNAP":"Snap Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277875062","content_text":"(Reuters) - Snap Inc shares sank more than 28% on Friday and hit their lowest since the pandemic, after the company's forecast of zero revenue growth pointed to more pain ahead for a social media sector heavily dependant on digital advertising.Facebook-parent Meta Platform Inc and Pinterest Inc fell between 1% and 6%. Twitter Inc slid 4.86%, also dragged by fears of security reviews of billionaire Elon Musk's takeover bid.Analysts rushed to cut their price target on Snap, with Morgan Stanley taking it to a Wall Street low of $7. In early trading the stock hit its lowest since early 2019.The digital ad space has suffered as brands have cut marketing and ad budgets in response to declining consumer demand. Snap's warning exacerbated those fears.\"This truly is a cautionary tale ... advertisers might show that we're already in a recession because of their unwillingness to spend on these smaller platforms,\" said Bokeh Capital Partners' Kim Forrest.So far this year, digital ad companies have together lost roughly $1 trillion in value, hit by intense competition from TikTok and challenges from Apple Inc's privacy changes to its iOS platform that allows users to opt out of data tracking.Snap reported its slowest revenue growth as a public company for the latest quarter on Thursday, and forecast no revenue growth for the typically busy holiday quarter.SNAP'S WOESAdvertisers have relied on Snap's platform to tap into its popularity among teens and young adults.But Apple's privacy changes have made it more difficult to track and measure ads on Snapchat, causing major brands to shift their ad spending to bigger platforms that reach more people.\"A challenged macro continues to see ad buyers prioritize their larger, core platforms, namely Google and Meta, as they monitor consumer health,\" Bernstein analyst Mark Shmulik said, adding that ad buyers reducing their spend particularly on smaller experimental platforms.Snap's stock has lost about 77 per cent of its value so far this year, while Alphabet, Meta and Pinterest have lost between 30 per cent and 60 per cent. Twitter, however, has gained 21 per cent on the prospect of billionaire Musk buying the company.\"We now believe that Snap will have difficulty remaining under control of its own destiny over the next six to nine months,\" MKM Partners analyst Rohit Kulkarni said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908816644,"gmtCreate":1659358087389,"gmtModify":1705979440456,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908816644","repostId":"1113682216","repostType":4,"repost":{"id":"1113682216","kind":"news","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":1659355611,"share":"https://ttm.financial/m/news/1113682216?lang=&edition=fundamental","pubTime":"2022-08-01 20:06","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Edge Slightly Lower; Chinese EV Makers Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=1113682216","media":"Tiger Newspress","summary":"U.S. stock index futures edged lower on Monday following a strong rally last week on earnings optimi","content":"<html><head></head><body><p>U.S. stock index futures edged lower on Monday following a strong rally last week on earnings optimism, with investors awaiting a factory activity data and the Eurozone fueled recession worries.</p><h2><b>Market Snapshot</b></h2><p>At 8:00 a.m. ET, Dow e-minis were down 5 points, or 0.02%, S&amp;P 500 e-minis were up 4.5 points, or 0.11%, and Nasdaq 100 e-minis were up 1.5 points, or 0.01%.</p><p><img src=\"https://static.tigerbbs.com/25bd1a7edb679f5b3ef9452b88fd66f1\" tg-width=\"530\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p><a href=\"https://laohu8.com/S/BA\">Boeing</a> – Boeing defense workers will vote on a new proposed labor agreement on Wednesday, averting – for now – a strike that could have begun today. Separately, sources tell CNBC the Federal Aviation Administration has approved inspection protocol revisions that should allow the jet maker to resume deliveries of its 787 Dreamliner. Boeing shares jumped 5.4% in the premarket.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a> – Nio rallied 3% in premarket action after the China-based electric car maker announced that it will open its first overseas plant in Europe in September. The plant will be located in Hungary and will make power products for the European market.</p><p><a href=\"https://laohu8.com/S/CHKP\">Check Point Software</a> – Check Point Software reported better-than-expected revenue and profit for its latest quarter, boosted by a surge in demand for its cybersecurity products amid a worldwide increase in cyberattacks. The stock dipped 4.7% in premarket trading.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> – Alibaba gained 1.6% in the premarket after saying it intended to work to keep its New York Stock Exchange listing. The Chinese e-commerce giant is on a list of companies that could be removed for not meeting auditing requirements.</p><p><a href=\"https://laohu8.com/S/PKI\">PerkinElmer</a> – The diagnostics and life sciences company rose 1.4% in the premarket after announcing plans to divest several non-core units to private-equity firm New Mountain Capital for $2.45 billion in cash. Separately, PerkinElmer reported better-than-expected sales and profit for the second quarter.</p><p><a href=\"https://laohu8.com/S/VVV\">Valvoline</a> – The automotive products company announced the sale of its global products business to Saudi Aramco for $2.65 billion in cash. Valvoline gained 2.4% in premarket action.</p><p><a href=\"https://laohu8.com/S/GPN\">Global Payments</a> – The payments technology company reported better-than-expected second-quarter profit and revenue, and also announced the acquisition of rival fintech company EVO Payments(EVOP) for $34 per share, or $4 billion in cash. Global Payments added 1.6% in the premarket while Evo Payments surged 19.6%.</p><p><a href=\"https://laohu8.com/S/EPC\">Edgewell Personal Care</a> – Edgewell recalled one of its Banana Boat sunscreen spray products after trace amounts of cancer-causing chemical benzene were found in some samples.</p><p><a href=\"https://laohu8.com/S/SO\">Southern Co.</a> – Chief Executive Officer Tom Fanning is expected to retire by the end of the year, according to people familiar with the matter who spoke to Bloomberg. Fanning is expected to remain with the utility company in some capacity after stepping down as CEO.</p><h2><b>Market News</b></h2><h3>Alibaba Strives to Keep New York and Hong Kong Listings</h3><p><a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holding Ltd</a> said it would work to maintain its New York and Hong Kong stock exchange listings after the Chinese e-commerce giant was placed on a delisting watchlist by U.S authorities.</p><p>The company on Friday became the latest of more than 270 firms to be added to the U.S. Securities and Exchange Commission&#39;s list of Chinese companies that might be delisted for not meeting auditing requirements.</p><h3>HSBC Profit Beats Forecasts, Vows to Restore Dividends</h3><p><a href=\"https://laohu8.com/S/HSBC\">HSBC Holdings</a> delivered better-than-estimated profits, vowing to restore paying quarterly dividends next year as it seeks to head off a call by its largest shareholder to split up.</p><p>Adjusted pretax profits rose 13 per cent to US$5.97 billion (S$8.24 billion) in the second quarter, driven by increases in commercial banking and markets, according to a statement from the London-based bank. The bank was seen posting a profit of US$4.96 billion in a Bloomberg analysts survey.</p><h3>Li Auto, Xpeng and Nio Delivered 10,422 units, 11,524 units and 10052 units in July</h3><p><a href=\"https://laohu8.com/S/NIO\">Nio</a> said it delivered 10,052 vehicles in July, up 26.7%% year-on-year, but down from June’s figure of almost 13,000 deliveries.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a> meanwhile said it delivered 10,422 of its Li ONE sports utility vehicle in July, up 21.3% year-over-year, but also slipping from June’s figure.</p><p><a href=\"https://laohu8.com/S/XPEV\">Xpeng</a> delivered the most out of the trio of rivals. The Guangzhou, China-based firm said July deliveries totaled 11,524, up 40% year-on-year, but also falling from June’s figure.</p><h3>FAA Clears Boeing to Resume Delivery of 787 Dreamliners</h3><p>The Federal Aviation Administration notified <a href=\"https://laohu8.com/S/BA\">Boeing</a> on Friday that it would approve the company’s process for validating fixes to each plane before they are delivered to airline customers, said the person, who spoke on condition of anonymity to discuss a decision that has not been publicly announced.</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>Pre-Bell｜U.S. Stock Futures Edge Slightly Lower; Chinese EV Makers Jump</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\">\nPre-Bell｜U.S. Stock Futures Edge Slightly Lower; Chinese EV Makers Jump\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\">2022-08-01 20:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures edged lower on Monday following a strong rally last week on earnings optimism, with investors awaiting a factory activity data and the Eurozone fueled recession worries.</p><h2><b>Market Snapshot</b></h2><p>At 8:00 a.m. ET, Dow e-minis were down 5 points, or 0.02%, S&amp;P 500 e-minis were up 4.5 points, or 0.11%, and Nasdaq 100 e-minis were up 1.5 points, or 0.01%.</p><p><img src=\"https://static.tigerbbs.com/25bd1a7edb679f5b3ef9452b88fd66f1\" tg-width=\"530\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p><a href=\"https://laohu8.com/S/BA\">Boeing</a> – Boeing defense workers will vote on a new proposed labor agreement on Wednesday, averting – for now – a strike that could have begun today. Separately, sources tell CNBC the Federal Aviation Administration has approved inspection protocol revisions that should allow the jet maker to resume deliveries of its 787 Dreamliner. Boeing shares jumped 5.4% in the premarket.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a> – Nio rallied 3% in premarket action after the China-based electric car maker announced that it will open its first overseas plant in Europe in September. The plant will be located in Hungary and will make power products for the European market.</p><p><a href=\"https://laohu8.com/S/CHKP\">Check Point Software</a> – Check Point Software reported better-than-expected revenue and profit for its latest quarter, boosted by a surge in demand for its cybersecurity products amid a worldwide increase in cyberattacks. The stock dipped 4.7% in premarket trading.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> – Alibaba gained 1.6% in the premarket after saying it intended to work to keep its New York Stock Exchange listing. The Chinese e-commerce giant is on a list of companies that could be removed for not meeting auditing requirements.</p><p><a href=\"https://laohu8.com/S/PKI\">PerkinElmer</a> – The diagnostics and life sciences company rose 1.4% in the premarket after announcing plans to divest several non-core units to private-equity firm New Mountain Capital for $2.45 billion in cash. Separately, PerkinElmer reported better-than-expected sales and profit for the second quarter.</p><p><a href=\"https://laohu8.com/S/VVV\">Valvoline</a> – The automotive products company announced the sale of its global products business to Saudi Aramco for $2.65 billion in cash. Valvoline gained 2.4% in premarket action.</p><p><a href=\"https://laohu8.com/S/GPN\">Global Payments</a> – The payments technology company reported better-than-expected second-quarter profit and revenue, and also announced the acquisition of rival fintech company EVO Payments(EVOP) for $34 per share, or $4 billion in cash. Global Payments added 1.6% in the premarket while Evo Payments surged 19.6%.</p><p><a href=\"https://laohu8.com/S/EPC\">Edgewell Personal Care</a> – Edgewell recalled one of its Banana Boat sunscreen spray products after trace amounts of cancer-causing chemical benzene were found in some samples.</p><p><a href=\"https://laohu8.com/S/SO\">Southern Co.</a> – Chief Executive Officer Tom Fanning is expected to retire by the end of the year, according to people familiar with the matter who spoke to Bloomberg. Fanning is expected to remain with the utility company in some capacity after stepping down as CEO.</p><h2><b>Market News</b></h2><h3>Alibaba Strives to Keep New York and Hong Kong Listings</h3><p><a href=\"https://laohu8.com/S/BABA\">Alibaba Group Holding Ltd</a> said it would work to maintain its New York and Hong Kong stock exchange listings after the Chinese e-commerce giant was placed on a delisting watchlist by U.S authorities.</p><p>The company on Friday became the latest of more than 270 firms to be added to the U.S. Securities and Exchange Commission&#39;s list of Chinese companies that might be delisted for not meeting auditing requirements.</p><h3>HSBC Profit Beats Forecasts, Vows to Restore Dividends</h3><p><a href=\"https://laohu8.com/S/HSBC\">HSBC Holdings</a> delivered better-than-estimated profits, vowing to restore paying quarterly dividends next year as it seeks to head off a call by its largest shareholder to split up.</p><p>Adjusted pretax profits rose 13 per cent to US$5.97 billion (S$8.24 billion) in the second quarter, driven by increases in commercial banking and markets, according to a statement from the London-based bank. The bank was seen posting a profit of US$4.96 billion in a Bloomberg analysts survey.</p><h3>Li Auto, Xpeng and Nio Delivered 10,422 units, 11,524 units and 10052 units in July</h3><p><a href=\"https://laohu8.com/S/NIO\">Nio</a> said it delivered 10,052 vehicles in July, up 26.7%% year-on-year, but down from June’s figure of almost 13,000 deliveries.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a> meanwhile said it delivered 10,422 of its Li ONE sports utility vehicle in July, up 21.3% year-over-year, but also slipping from June’s figure.</p><p><a href=\"https://laohu8.com/S/XPEV\">Xpeng</a> delivered the most out of the trio of rivals. The Guangzhou, China-based firm said July deliveries totaled 11,524, up 40% year-on-year, but also falling from June’s figure.</p><h3>FAA Clears Boeing to Resume Delivery of 787 Dreamliners</h3><p>The Federal Aviation Administration notified <a href=\"https://laohu8.com/S/BA\">Boeing</a> on Friday that it would approve the company’s process for validating fixes to each plane before they are delivered to airline customers, said the person, who spoke on condition of anonymity to discuss a decision that has not been publicly announced.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113682216","content_text":"U.S. stock index futures edged lower on Monday following a strong rally last week on earnings optimism, with investors awaiting a factory activity data and the Eurozone fueled recession worries.Market SnapshotAt 8:00 a.m. ET, Dow e-minis were down 5 points, or 0.02%, S&P 500 e-minis were up 4.5 points, or 0.11%, and Nasdaq 100 e-minis were up 1.5 points, or 0.01%.Pre-Market MoversBoeing – Boeing defense workers will vote on a new proposed labor agreement on Wednesday, averting – for now – a strike that could have begun today. Separately, sources tell CNBC the Federal Aviation Administration has approved inspection protocol revisions that should allow the jet maker to resume deliveries of its 787 Dreamliner. Boeing shares jumped 5.4% in the premarket.Nio – Nio rallied 3% in premarket action after the China-based electric car maker announced that it will open its first overseas plant in Europe in September. The plant will be located in Hungary and will make power products for the European market.Check Point Software – Check Point Software reported better-than-expected revenue and profit for its latest quarter, boosted by a surge in demand for its cybersecurity products amid a worldwide increase in cyberattacks. The stock dipped 4.7% in premarket trading.Alibaba – Alibaba gained 1.6% in the premarket after saying it intended to work to keep its New York Stock Exchange listing. The Chinese e-commerce giant is on a list of companies that could be removed for not meeting auditing requirements.PerkinElmer – The diagnostics and life sciences company rose 1.4% in the premarket after announcing plans to divest several non-core units to private-equity firm New Mountain Capital for $2.45 billion in cash. Separately, PerkinElmer reported better-than-expected sales and profit for the second quarter.Valvoline – The automotive products company announced the sale of its global products business to Saudi Aramco for $2.65 billion in cash. Valvoline gained 2.4% in premarket action.Global Payments – The payments technology company reported better-than-expected second-quarter profit and revenue, and also announced the acquisition of rival fintech company EVO Payments(EVOP) for $34 per share, or $4 billion in cash. Global Payments added 1.6% in the premarket while Evo Payments surged 19.6%.Edgewell Personal Care – Edgewell recalled one of its Banana Boat sunscreen spray products after trace amounts of cancer-causing chemical benzene were found in some samples.Southern Co. – Chief Executive Officer Tom Fanning is expected to retire by the end of the year, according to people familiar with the matter who spoke to Bloomberg. Fanning is expected to remain with the utility company in some capacity after stepping down as CEO.Market NewsAlibaba Strives to Keep New York and Hong Kong ListingsAlibaba Group Holding Ltd said it would work to maintain its New York and Hong Kong stock exchange listings after the Chinese e-commerce giant was placed on a delisting watchlist by U.S authorities.The company on Friday became the latest of more than 270 firms to be added to the U.S. Securities and Exchange Commission's list of Chinese companies that might be delisted for not meeting auditing requirements.HSBC Profit Beats Forecasts, Vows to Restore DividendsHSBC Holdings delivered better-than-estimated profits, vowing to restore paying quarterly dividends next year as it seeks to head off a call by its largest shareholder to split up.Adjusted pretax profits rose 13 per cent to US$5.97 billion (S$8.24 billion) in the second quarter, driven by increases in commercial banking and markets, according to a statement from the London-based bank. The bank was seen posting a profit of US$4.96 billion in a Bloomberg analysts survey.Li Auto, Xpeng and Nio Delivered 10,422 units, 11,524 units and 10052 units in JulyNio said it delivered 10,052 vehicles in July, up 26.7%% year-on-year, but down from June’s figure of almost 13,000 deliveries.Li Auto meanwhile said it delivered 10,422 of its Li ONE sports utility vehicle in July, up 21.3% year-over-year, but also slipping from June’s figure.Xpeng delivered the most out of the trio of rivals. The Guangzhou, China-based firm said July deliveries totaled 11,524, up 40% year-on-year, but also falling from June’s figure.FAA Clears Boeing to Resume Delivery of 787 DreamlinersThe Federal Aviation Administration notified Boeing on Friday that it would approve the company’s process for validating fixes to each plane before they are delivered to airline customers, said the person, who spoke on condition of anonymity to discuss a decision that has not been publicly announced.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923999799,"gmtCreate":1670771541311,"gmtModify":1676538430608,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9923999799","repostId":"2290213223","repostType":4,"repost":{"id":"2290213223","kind":"highlight","pubTimestamp":1670723606,"share":"https://ttm.financial/m/news/2290213223?lang=&edition=fundamental","pubTime":"2022-12-11 09:53","market":"us","language":"en","title":"Why Stock-Market Investors Shouldn’t Count on a \"Santa Claus\" Rally This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2290213223","media":"MarketWatch","summary":"‘The Santa Claus rally is canceled this year,’ says economistU.S. stocks tend to rally in the final ","content":"<html><head></head><body><p>‘The Santa Claus rally is canceled this year,’ says economist</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0a959345916d49ecfb90abc84cc5b97\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>U.S. stocks tend to rally in the final week of December, and carry the upswing into early January. But a holiday bounce this year likely hinges on next week’s Federal Reserve rate decision and fresh inflation data.</span></p><p>Investors, like kids on Christmas Eve, have come to expect Santa Claus will get down the chimney, march over to Wall Street and deliver the rewarding gift of a stock-market rally.</p><p>This year, however, investors might be better off betting on a lump of coal, rather than waiting for tangible stock-market gains to emerge in this holiday season, market analysts said.</p><p>“The Santa Claus rally is canceled this year as the equity market navigates higher yields and contracting earnings,” said José Torres, senior economist at Interactive Brokers. “Seasonal tailwinds that have traditionally driven Santa Claus rallies pale in comparison to the plethora of headwinds the equity market currently faces.”</p><p>U.S. stock indexes tumbled this week, with the S&amp;P 500 and the Dow Jones Industrial Average both booking their sharpest weekly declines in nearly three months, according to Dow Jones Market Data. The drop occurred as stronger-than-expected economic data added to concerns that the Federal Reserve might need to be more aggressive in its inflation battle than earlier anticipated, even with alarms flashing about a potential economic recession.</p><p>Santa Claus tends to come to Wall Street almost every year, bringing a short rally in the last five trading days of December, and the first two days of January. Since 1969, the Santa Rally has boosted the S&amp;P 500 by an average of 1.3%, according to data from Stock Trader’s Almanac.</p><p>“December is the seasonally strongest month of the year, particularly in a midterm election year. So, December has been positive most of the time,” said David Keller, chief market strategist at StockCharts.com. “It would actually be very unusual for stocks to sell off dramatically in December.”</p><p><b>Will Wall Street get a Santa Claus Rally?</b></p><p>A rotten year for financial assets has begun drawing to a close under a cloud of uncertainty. Given the Federal Reserve’s tough stance on bringing inflation down to its 2% target and already volatile financial markets, many analysts think investors shouldn’t focus too much on whether Santa Claus ends up being naughty or nice.</p><p>“Next week is going to be a huge week for the markets as they attempt to find some footing heading into year end,” said Cliff Hodge, chief investment officer at Cornerstone Wealth, in emailed comments Friday.</p><p>That makes the Fed’s rate decisions next week and fresh inflation data even more crucial to equity markets. Friday’s wholesale prices rose more than expected in November, dampening hopes that inflation might be cooling off. The core producer-price index, which excludes volatile food, energy and trade prices, also rose 0.3% in November, up from a 0.2% gain in the prior month, the Labor Department said.</p><p>The corresponding November consumer-price index report, due at 8:30 a.m. Eastern on Tuesday, will further show if inflation is subsiding.The CPI increased 0.4% in October and 7.7% from a year ago. The core reading increased 0.3% for the month and 6.3% on an annual basis.</p><p>“If the CPI print comes in at 5% on core, then you’d get a real selloff in bonds and in equities. If inflation is still running hotter and you have a recession, can the Fed cut rates? Maybe not. Then you start getting into the stagflation scenarios,” said Ron Temple, head of U.S. equities at Lazard Asset Management.</p><p>Traders are pricing in a 77% probability that the Fed will raise its policy interest rate by 50 basis points to a range of 4.25% to 4.50% next Wednesday, the last day of its Dec. 13-14 meeting, according to the CME FedWatch tool.That would be a slower pace than its four consecutive 0.75 point rate hikes since June.</p><p>John Porter, chief investment officer and head of equity at Newton Investment Management, expects no surprises next week in terms of how much the Fed will raise interest rates. He does, however, anticipate stock-market investors will closely watch Fed Chair Powell’s press conference for insights into the decision and “hang on every single word.”</p><p>“Investors are contorting themselves almost into a pretzel and trying to over-interpret the language,” Porter told MarketWatch via phone. “Listen to what they say, not listen to what you want them to say. They [Fed officials] are going to continue to be vigilant, and they have to watch inflation.”</p><p><b>Does the ‘Santa’ rally really exist?</b></p><p>For years, market analysts have examined potential reasons for the typical seasonal Santa Claus pattern. But with this year still awash in red, some think a rally in late December could become a self-fulfilling prophecy, simply because investors might search for any reason to be slightly merry.</p><p>“If everyone’s focused on the positive seasonals, it could become more of this narrative that drives things rather than anything more fundamental,” David Lefkowitz, head of equities Americas of UBS Global Wealth Management, told MarketWatch via phone.</p><p>“Markets tend to like the holly-jolly spending season so much, so there’s a name for the rally that tends to happen at the end of the year,” said Liz Young, head of investment strategy at SoFi. “For what it’s worth, I think ‘Santa Claus Rally’ holds as much predictive power as ‘Sell in May and Walk Away,’ which is minimal and coincidental at best.”</p><p><b>Relief rally’s big tests</b></p><p>While the three main U.S. stock indexes booked sharply weekly losses, equities have rallied off the October lows. The S&amp;P 500 has rallied 9.9% from its October low through Friday, while the Dow Jones Industrial AverageDJIA,-0.90%gained 16.5% and the Nasdaq Composite advanced 6.6%, according to Dow Jones Market Data.</p><p>However, many top Wall Street analysts also see reasons for alarm, specifically that the stock market’s bounce off the recent lows is likely running out of room.</p><p>So, are investors ignoring warnings? Despite talk of the seeming inevitability of a year-end rally, several recent rally attempts failed, while Wall Street’s CBOE Volatility Index, or “fear gauge,” was at 22.86 at Friday’s close. A drop below 20 on the VIX can signify that investor fears about potential market ructions are easing.</p><p>U.S. stock indexes closed down on Friday with the S&amp;P 500 losing 0.7%. The Dow dropped 0.9%, and the Nasdaq shed 0.7%. Three major indexes booked a week of sizable losses with the S&amp;P 500 posting a weekly decline of 3.4%. The Dow declined by 2.8% and the Nasdaq Composite was down nearly 4% this week, according to Dow Jones Market Data.</p><p>Next week, not long after the CPI and the Fed decision, investors will also receive November retail sales data and industrial production index on Thursday, followed by the S&amp;P Global’s flash PMI readings on Friday.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Stock-Market Investors Shouldn’t Count on a \"Santa Claus\" Rally This Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Stock-Market Investors Shouldn’t Count on a \"Santa Claus\" Rally This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-11 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-stock-market-investors-shouldnt-count-on-a-santa-claus-rally-this-year-11670628375?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘The Santa Claus rally is canceled this year,’ says economistU.S. stocks tend to rally in the final week of December, and carry the upswing into early January. But a holiday bounce this year likely ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-stock-market-investors-shouldnt-count-on-a-santa-claus-rally-this-year-11670628375?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/why-stock-market-investors-shouldnt-count-on-a-santa-claus-rally-this-year-11670628375?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290213223","content_text":"‘The Santa Claus rally is canceled this year,’ says economistU.S. stocks tend to rally in the final week of December, and carry the upswing into early January. But a holiday bounce this year likely hinges on next week’s Federal Reserve rate decision and fresh inflation data.Investors, like kids on Christmas Eve, have come to expect Santa Claus will get down the chimney, march over to Wall Street and deliver the rewarding gift of a stock-market rally.This year, however, investors might be better off betting on a lump of coal, rather than waiting for tangible stock-market gains to emerge in this holiday season, market analysts said.“The Santa Claus rally is canceled this year as the equity market navigates higher yields and contracting earnings,” said José Torres, senior economist at Interactive Brokers. “Seasonal tailwinds that have traditionally driven Santa Claus rallies pale in comparison to the plethora of headwinds the equity market currently faces.”U.S. stock indexes tumbled this week, with the S&P 500 and the Dow Jones Industrial Average both booking their sharpest weekly declines in nearly three months, according to Dow Jones Market Data. The drop occurred as stronger-than-expected economic data added to concerns that the Federal Reserve might need to be more aggressive in its inflation battle than earlier anticipated, even with alarms flashing about a potential economic recession.Santa Claus tends to come to Wall Street almost every year, bringing a short rally in the last five trading days of December, and the first two days of January. Since 1969, the Santa Rally has boosted the S&P 500 by an average of 1.3%, according to data from Stock Trader’s Almanac.“December is the seasonally strongest month of the year, particularly in a midterm election year. So, December has been positive most of the time,” said David Keller, chief market strategist at StockCharts.com. “It would actually be very unusual for stocks to sell off dramatically in December.”Will Wall Street get a Santa Claus Rally?A rotten year for financial assets has begun drawing to a close under a cloud of uncertainty. Given the Federal Reserve’s tough stance on bringing inflation down to its 2% target and already volatile financial markets, many analysts think investors shouldn’t focus too much on whether Santa Claus ends up being naughty or nice.“Next week is going to be a huge week for the markets as they attempt to find some footing heading into year end,” said Cliff Hodge, chief investment officer at Cornerstone Wealth, in emailed comments Friday.That makes the Fed’s rate decisions next week and fresh inflation data even more crucial to equity markets. Friday’s wholesale prices rose more than expected in November, dampening hopes that inflation might be cooling off. The core producer-price index, which excludes volatile food, energy and trade prices, also rose 0.3% in November, up from a 0.2% gain in the prior month, the Labor Department said.The corresponding November consumer-price index report, due at 8:30 a.m. Eastern on Tuesday, will further show if inflation is subsiding.The CPI increased 0.4% in October and 7.7% from a year ago. The core reading increased 0.3% for the month and 6.3% on an annual basis.“If the CPI print comes in at 5% on core, then you’d get a real selloff in bonds and in equities. If inflation is still running hotter and you have a recession, can the Fed cut rates? Maybe not. Then you start getting into the stagflation scenarios,” said Ron Temple, head of U.S. equities at Lazard Asset Management.Traders are pricing in a 77% probability that the Fed will raise its policy interest rate by 50 basis points to a range of 4.25% to 4.50% next Wednesday, the last day of its Dec. 13-14 meeting, according to the CME FedWatch tool.That would be a slower pace than its four consecutive 0.75 point rate hikes since June.John Porter, chief investment officer and head of equity at Newton Investment Management, expects no surprises next week in terms of how much the Fed will raise interest rates. He does, however, anticipate stock-market investors will closely watch Fed Chair Powell’s press conference for insights into the decision and “hang on every single word.”“Investors are contorting themselves almost into a pretzel and trying to over-interpret the language,” Porter told MarketWatch via phone. “Listen to what they say, not listen to what you want them to say. They [Fed officials] are going to continue to be vigilant, and they have to watch inflation.”Does the ‘Santa’ rally really exist?For years, market analysts have examined potential reasons for the typical seasonal Santa Claus pattern. But with this year still awash in red, some think a rally in late December could become a self-fulfilling prophecy, simply because investors might search for any reason to be slightly merry.“If everyone’s focused on the positive seasonals, it could become more of this narrative that drives things rather than anything more fundamental,” David Lefkowitz, head of equities Americas of UBS Global Wealth Management, told MarketWatch via phone.“Markets tend to like the holly-jolly spending season so much, so there’s a name for the rally that tends to happen at the end of the year,” said Liz Young, head of investment strategy at SoFi. “For what it’s worth, I think ‘Santa Claus Rally’ holds as much predictive power as ‘Sell in May and Walk Away,’ which is minimal and coincidental at best.”Relief rally’s big testsWhile the three main U.S. stock indexes booked sharply weekly losses, equities have rallied off the October lows. The S&P 500 has rallied 9.9% from its October low through Friday, while the Dow Jones Industrial AverageDJIA,-0.90%gained 16.5% and the Nasdaq Composite advanced 6.6%, according to Dow Jones Market Data.However, many top Wall Street analysts also see reasons for alarm, specifically that the stock market’s bounce off the recent lows is likely running out of room.So, are investors ignoring warnings? Despite talk of the seeming inevitability of a year-end rally, several recent rally attempts failed, while Wall Street’s CBOE Volatility Index, or “fear gauge,” was at 22.86 at Friday’s close. A drop below 20 on the VIX can signify that investor fears about potential market ructions are easing.U.S. stock indexes closed down on Friday with the S&P 500 losing 0.7%. The Dow dropped 0.9%, and the Nasdaq shed 0.7%. Three major indexes booked a week of sizable losses with the S&P 500 posting a weekly decline of 3.4%. The Dow declined by 2.8% and the Nasdaq Composite was down nearly 4% this week, according to Dow Jones Market Data.Next week, not long after the CPI and the Fed decision, investors will also receive November retail sales data and industrial production index on Thursday, followed by the S&P Global’s flash PMI readings on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968364887,"gmtCreate":1669132435549,"gmtModify":1676538156796,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9968364887","repostId":"2285386886","repostType":4,"repost":{"id":"2285386886","kind":"news","pubTimestamp":1669104486,"share":"https://ttm.financial/m/news/2285386886?lang=&edition=fundamental","pubTime":"2022-11-22 16:08","market":"us","language":"en","title":"Apple And Taiwan Semiconductor: Let's Ask Buffett","url":"https://stock-news.laohu8.com/highlight/detail?id=2285386886","media":"Seeking Alpha","summary":"SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his","content":"<html><head></head><body><h2>Summary</h2><ul><li>As a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.</li><li>But from time to time, some of his choices still come as a surprise and his recent position in Taiwan Semiconductor is a notable example.</li><li>The choice is even more puzzling when viewed under the context of his largest holding, Apple.</li><li>There are certainly positives with Taiwan Semiconductor, that is, even when compared to Apple.</li><li>However, I see these positives easily overshadowed by the developing tension between them, which produces mutual but asymmetric damage.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/511f126f81b7dac4ef1687fe1d622bbe\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"/><span>Jamie McCarthy</span></p><h2>The investment thesis</h2><p>As a long-time Buffett cultist, I feel comfortable saying that I understand most of his investment choices. But occasionally, the grandmaster still manages to make a move that surprises me such as his recent position in TaiwanSemiconductor (NYSE:TSM). To wit, the recent 13F disclosure showed that Buffett opened a sizable position in TSM for the Berkshire Hathaway (BRK.A) (BRK.B) equity portfolio. As you can see from the following chart, his BRK portfolio now holds more than 60.06M shares of TSM with a total worth of over $4.11B. The TSM position is currently the 10thlargest position in the BRK portfolio.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79878ff126c58641fbbd5a5aa3c0b334\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Source: Dataroma.com</span></p><p>The surprise comes in several ways. And the more obvious ways (like Buffett’s allergy to tech businesses) have already been discussed by several other SA authors and I won’t further add to it anymore. Here, I want to explore an angle that is less discussed so far. I want to explain why it feels more puzzling to me, that is besides the fact that Buffett added another tech name to his BRK portfolio, when the TSM position is viewed under the context of his largest holding, Apple (NASDAQ:AAPL). There are certainly positives with TSM, that is, even when compared to AAPL. As we will detail in the next section, it is a high-quality stock in its own right. It boasts a large technological lead in its space and an R&amp;D yield that is even better than AAPL.</p><p>However, I see these positives easily overshadowed by the developing tension between them and also the ongoing deglobalization mega-trend. According to a recentnews report, TSM’s scheduled price raises in 2023 were rejected by AAPL, by far its largest customer. AAPL currently outsources almost all of its processor manufacturing to factories in Taiwan. However, with the U.S. strategic initiatives to push to develop domestic semiconductor foundry capabilities, AAPL (and other U.S. chip players such Advanced Micro Devices (AMD) and NVIDIA (NVDA) too) would be very likely to diversify its chip manufacturing away from TSM. And the damage will be mutual but asymmetric. It is easier for AAPL to find other foundry services to manufacture its chips, and a lot harder for TSM to find such large clients as AAPL.</p><p>The full impact of such tension and diversification will take time to fully manifest. And TSM’s role as the dominating high-end chipmaker in the world won’t change in the near term. But I see these recent events (such as AAPL’s rejection of the price raises and the recent passing of the CHIPS act) as the turning point. Taking a broader view, I see these events as a logical step, or even an inevitable step, in the deglobalization process – a mega force that has been unfolding for over 10 years as shown in the chart below. The chart illustrates how globalization, measured as the percentage of total exports out of global GDP, has been in decline since its peak in 2008. The percentage has declined from 61% in 2008 to the to 51.6% in 2020. And since 2020, the China-U.S. trade tension, the COVID, and the Russian/Ukraine war have further quickened its pace.</p><p>In the remainder of this article, I will further analyze the details of these above considerations in more detail.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df9d37af226f63d9047697f699ffa010\" tg-width=\"640\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/><span>Source: The World Bank</span></p><h2>TSM’s valuation advantage</h2><p>First, as mentioned above, there are definitely many positives with TSM even when compared to AAPL. And valuation is an obvious place to start with. As a global leader in the foundry space, it is for sale at a fraction of the overall market and AAPL’s valuation as seen in the chart below.</p><p>To cite a few examples, TSM’s FY1 PE of 12.8x is almost only 1/2 of AAPL’s 24.2x. Its TTM PE of 13.08x is also about only 1/2 of AAPL’s 24.2x. Considering that these stocks have different leverages and enterprise values (“EV”), let&#39;s compare their multiples with leverages adjusted too. As you can see, TSM’s discount is even more dramatic in terms of EV/EBITDA multiples. TSM’s FW EV/EBITDA ratio sits at 7.64x only, less than ½ of AAPL’s 18.18x.</p><p>Yes, as you will see in the next section, TSM is a high-quality stock in its own right. It boasts a large technological lead in its space, further bolstered by its consistent R&amp;D investments and also superb R&amp;D yield that even surpasses AAPL.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd9101b641f06753dca5fee60c5e18ff\" tg-width=\"640\" tg-height=\"496\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>TSM’s more consistent and aggressive R&amp;D</h2><p>As detailed in our earlier articles:</p><blockquote><i>We do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D PROCESS. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&amp;D expenditures, and B) has demonstrated a consistent R&amp;D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).</i></blockquote><p>And both TSM and AAPL can sustainably fund their new R&amp;D efforts with no problem in the long term, as illustrated in the next chart. It shows their R&amp;D expenses over the past 10 years as a percentage of their total sales. A few key observations:</p><ul><li>TSM has been investing very consistently in R&amp;D efforts, on average about 8.0% of its total sales.</li><li>AAPL&#39;s R&amp;D expenses have been climbing since Tim Cook took over the company from Jobs. Jobs believed that innovation is not about money and it &#34;has nothing to do with how much R&amp;D money” a business put in. Then Cook gradually increased the R&amp;D investments to the current level of around 6.1% since 2018.</li><li>So even at AAPL’s current R&amp;D level, TSM is still outspending AAPL by about 200 basis points. And also note TSM’s consistency: the R&amp;D expenses only fluctuated in a very narrow range over the past 10 years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68ba62925d409c0646d95b62223ef4b9\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/><span>Source: Author</span></p><p>More impressively, TSM’s yield on the R&amp;D investment is also superior to AAPL, which is already at a remarkable level by itself as shown in the next chart. The chart used Buffett’s $1 test on R&amp;D expenses. More specifically, the chart quantifies the R&amp;D yield by taking the ratio between profit and R&amp;D expenditures. Thus, the results show how many dollars of profit are generated per $1 of R&amp;D expenses. In particular, in this chart, my analysis used the operating cash flow (“OPC”) as the profit and also took a 3-year moving average on the OPC to approximate a 3-year R&amp;D cycle. And the key observations are:</p><ul><li>The R&amp;D yield is also consistent for TSM, with an average of $6.75 since 2014.</li><li>AAPL’s picture is a bit more colorful. Its R&amp;D yield has been astronomical ($10+ in 2013 and $8+ in 2014 and 2015) thanks to its almost monopoly status in key market segments in those days. Its R&amp;D yield has gradually declined to around ~$4.0 in recent years. And its long-term average was about $5.3.</li><li>To provide a broader view, the FAAMG group features an average R&amp;D yield of ~$2.5 in recent years.</li><li>Thus, both AAPL and TSM boast superb R&amp;D yields even when compared to the overachievers in the FAAMG pack, and TSM’s yield is even higher than AAPL by a large gap.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e8c1b1427c0babf39d38ec60269d28\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Both enjoy high ROCE too, but AAPL is in its own category</h2><p>To me, ROCE (return on capital employed) is the most fundamental profitability metric as detailed in my blog article (with differences compared to ROE and Q&amp;A on the most frequently received questions from our readers). One key reason for its fundamental importance is that the long-term growth rate is governed by ROCE and reinvestment rate (“RR”) in the following simple way:</p><p>Long-Term Growth Rate = ROCE * RR</p><p>The ROCE of TSM and AAPL are shown below for the past 10 years. As you can see, TSM has been maintaining a high ROCE with remarkable consistency here. Its average ROCE has been about 42%. And I cannot overemphasize the consistency – which is a strong indicator of its stable moat. However, AAPL certainly has the upper hand here. Its ROCE is simply a category of its own. It has been hovering around an average of 125% since 2018 after its “declines” from an astronomical (and also unsustainable level in my view) of 200%+ earlier in the decade.</p><p>In terms of RR, both companies have sustainable capital allocation flexibility thanks to their strong cash generation. All told, my analysis shows that TSM has been maintaining an RR in the range between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%.</p><p>So even without the trade tensions and deglobalization process aforementioned, I would project AAPL to have a much better perpetual growth curve ahead than TSM. I projected AAPL’s LT growth rate to be up to 10% (7.5% RR * 125% ROCE ~ 10% annual growth rate). And TSM’s growth rate, on the hand, would be limited to be in the mid-single digit range (say 4% = 10% RR * 42% ROCE).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98b3ddd710705df7ba8e09cb93f9b81a\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Risks and final thought</h2><p>But to reiterate, I do see the developing tension between TSM and AAPL and the deglobalization process as the overarching forces here. And I only see the differences in terms of valuation, R&amp;D yields, and profitability to be secondary forces in the years to come. The deglobalization mega-trend has been unfolding since 2008. And I see a series of recent events (such as AAPL’s rejection of TSM’s price raises, the CHIPS act, the ongoing U.S.-China trade frictions, and also the Russian/Ukraine war) to further exacerbate and accelerate the trend. Under such a mega-trend, I see it as inevitable that key chip clients (such as AAPL, AMD, and NVDA) diversify their manufacturing needs away from TSM.</p><p>And the bottom line is that damage will be mutual but asymmetric the way I see things. It is easier for AAPL to find replacement foundry services but a lot harder for TSM to find replacement clients at the scale of AAPL.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple And Taiwan Semiconductor: Let's Ask Buffett</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple And Taiwan Semiconductor: Let's Ask Buffett\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 16:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.But from time to time, some of his choices still come as a surprise and his recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","TSM":"台积电"},"source_url":"https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285386886","content_text":"SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.But from time to time, some of his choices still come as a surprise and his recent position in Taiwan Semiconductor is a notable example.The choice is even more puzzling when viewed under the context of his largest holding, Apple.There are certainly positives with Taiwan Semiconductor, that is, even when compared to Apple.However, I see these positives easily overshadowed by the developing tension between them, which produces mutual but asymmetric damage.Jamie McCarthyThe investment thesisAs a long-time Buffett cultist, I feel comfortable saying that I understand most of his investment choices. But occasionally, the grandmaster still manages to make a move that surprises me such as his recent position in TaiwanSemiconductor (NYSE:TSM). To wit, the recent 13F disclosure showed that Buffett opened a sizable position in TSM for the Berkshire Hathaway (BRK.A) (BRK.B) equity portfolio. As you can see from the following chart, his BRK portfolio now holds more than 60.06M shares of TSM with a total worth of over $4.11B. The TSM position is currently the 10thlargest position in the BRK portfolio.Source: Dataroma.comThe surprise comes in several ways. And the more obvious ways (like Buffett’s allergy to tech businesses) have already been discussed by several other SA authors and I won’t further add to it anymore. Here, I want to explore an angle that is less discussed so far. I want to explain why it feels more puzzling to me, that is besides the fact that Buffett added another tech name to his BRK portfolio, when the TSM position is viewed under the context of his largest holding, Apple (NASDAQ:AAPL). There are certainly positives with TSM, that is, even when compared to AAPL. As we will detail in the next section, it is a high-quality stock in its own right. It boasts a large technological lead in its space and an R&D yield that is even better than AAPL.However, I see these positives easily overshadowed by the developing tension between them and also the ongoing deglobalization mega-trend. According to a recentnews report, TSM’s scheduled price raises in 2023 were rejected by AAPL, by far its largest customer. AAPL currently outsources almost all of its processor manufacturing to factories in Taiwan. However, with the U.S. strategic initiatives to push to develop domestic semiconductor foundry capabilities, AAPL (and other U.S. chip players such Advanced Micro Devices (AMD) and NVIDIA (NVDA) too) would be very likely to diversify its chip manufacturing away from TSM. And the damage will be mutual but asymmetric. It is easier for AAPL to find other foundry services to manufacture its chips, and a lot harder for TSM to find such large clients as AAPL.The full impact of such tension and diversification will take time to fully manifest. And TSM’s role as the dominating high-end chipmaker in the world won’t change in the near term. But I see these recent events (such as AAPL’s rejection of the price raises and the recent passing of the CHIPS act) as the turning point. Taking a broader view, I see these events as a logical step, or even an inevitable step, in the deglobalization process – a mega force that has been unfolding for over 10 years as shown in the chart below. The chart illustrates how globalization, measured as the percentage of total exports out of global GDP, has been in decline since its peak in 2008. The percentage has declined from 61% in 2008 to the to 51.6% in 2020. And since 2020, the China-U.S. trade tension, the COVID, and the Russian/Ukraine war have further quickened its pace.In the remainder of this article, I will further analyze the details of these above considerations in more detail.Source: The World BankTSM’s valuation advantageFirst, as mentioned above, there are definitely many positives with TSM even when compared to AAPL. And valuation is an obvious place to start with. As a global leader in the foundry space, it is for sale at a fraction of the overall market and AAPL’s valuation as seen in the chart below.To cite a few examples, TSM’s FY1 PE of 12.8x is almost only 1/2 of AAPL’s 24.2x. Its TTM PE of 13.08x is also about only 1/2 of AAPL’s 24.2x. Considering that these stocks have different leverages and enterprise values (“EV”), let's compare their multiples with leverages adjusted too. As you can see, TSM’s discount is even more dramatic in terms of EV/EBITDA multiples. TSM’s FW EV/EBITDA ratio sits at 7.64x only, less than ½ of AAPL’s 18.18x.Yes, as you will see in the next section, TSM is a high-quality stock in its own right. It boasts a large technological lead in its space, further bolstered by its consistent R&D investments and also superb R&D yield that even surpasses AAPL.Source: Seeking Alpha dataTSM’s more consistent and aggressive R&DAs detailed in our earlier articles:We do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D PROCESS. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&D expenditures, and B) has demonstrated a consistent R&D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).And both TSM and AAPL can sustainably fund their new R&D efforts with no problem in the long term, as illustrated in the next chart. It shows their R&D expenses over the past 10 years as a percentage of their total sales. A few key observations:TSM has been investing very consistently in R&D efforts, on average about 8.0% of its total sales.AAPL's R&D expenses have been climbing since Tim Cook took over the company from Jobs. Jobs believed that innovation is not about money and it \"has nothing to do with how much R&D money” a business put in. Then Cook gradually increased the R&D investments to the current level of around 6.1% since 2018.So even at AAPL’s current R&D level, TSM is still outspending AAPL by about 200 basis points. And also note TSM’s consistency: the R&D expenses only fluctuated in a very narrow range over the past 10 years.Source: AuthorMore impressively, TSM’s yield on the R&D investment is also superior to AAPL, which is already at a remarkable level by itself as shown in the next chart. The chart used Buffett’s $1 test on R&D expenses. More specifically, the chart quantifies the R&D yield by taking the ratio between profit and R&D expenditures. Thus, the results show how many dollars of profit are generated per $1 of R&D expenses. In particular, in this chart, my analysis used the operating cash flow (“OPC”) as the profit and also took a 3-year moving average on the OPC to approximate a 3-year R&D cycle. And the key observations are:The R&D yield is also consistent for TSM, with an average of $6.75 since 2014.AAPL’s picture is a bit more colorful. Its R&D yield has been astronomical ($10+ in 2013 and $8+ in 2014 and 2015) thanks to its almost monopoly status in key market segments in those days. Its R&D yield has gradually declined to around ~$4.0 in recent years. And its long-term average was about $5.3.To provide a broader view, the FAAMG group features an average R&D yield of ~$2.5 in recent years.Thus, both AAPL and TSM boast superb R&D yields even when compared to the overachievers in the FAAMG pack, and TSM’s yield is even higher than AAPL by a large gap.Source: Author based on Seeking Alpha dataBoth enjoy high ROCE too, but AAPL is in its own categoryTo me, ROCE (return on capital employed) is the most fundamental profitability metric as detailed in my blog article (with differences compared to ROE and Q&A on the most frequently received questions from our readers). One key reason for its fundamental importance is that the long-term growth rate is governed by ROCE and reinvestment rate (“RR”) in the following simple way:Long-Term Growth Rate = ROCE * RRThe ROCE of TSM and AAPL are shown below for the past 10 years. As you can see, TSM has been maintaining a high ROCE with remarkable consistency here. Its average ROCE has been about 42%. And I cannot overemphasize the consistency – which is a strong indicator of its stable moat. However, AAPL certainly has the upper hand here. Its ROCE is simply a category of its own. It has been hovering around an average of 125% since 2018 after its “declines” from an astronomical (and also unsustainable level in my view) of 200%+ earlier in the decade.In terms of RR, both companies have sustainable capital allocation flexibility thanks to their strong cash generation. All told, my analysis shows that TSM has been maintaining an RR in the range between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%.So even without the trade tensions and deglobalization process aforementioned, I would project AAPL to have a much better perpetual growth curve ahead than TSM. I projected AAPL’s LT growth rate to be up to 10% (7.5% RR * 125% ROCE ~ 10% annual growth rate). And TSM’s growth rate, on the hand, would be limited to be in the mid-single digit range (say 4% = 10% RR * 42% ROCE).Source: Author based on Seeking Alpha dataRisks and final thoughtBut to reiterate, I do see the developing tension between TSM and AAPL and the deglobalization process as the overarching forces here. And I only see the differences in terms of valuation, R&D yields, and profitability to be secondary forces in the years to come. The deglobalization mega-trend has been unfolding since 2008. And I see a series of recent events (such as AAPL’s rejection of TSM’s price raises, the CHIPS act, the ongoing U.S.-China trade frictions, and also the Russian/Ukraine war) to further exacerbate and accelerate the trend. Under such a mega-trend, I see it as inevitable that key chip clients (such as AAPL, AMD, and NVDA) diversify their manufacturing needs away from TSM.And the bottom line is that damage will be mutual but asymmetric the way I see things. It is easier for AAPL to find replacement foundry services but a lot harder for TSM to find replacement clients at the scale of AAPL.This article is written by Envision Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014302176,"gmtCreate":1649598889982,"gmtModify":1676534535976,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014302176","repostId":"2226574336","repostType":4,"repost":{"id":"2226574336","kind":"highlight","pubTimestamp":1649553875,"share":"https://ttm.financial/m/news/2226574336?lang=&edition=fundamental","pubTime":"2022-04-10 09:24","market":"us","language":"en","title":"Nasdaq Bear Market: 4 Beaten-Down Growth Stocks You'll Regret Not Buying On the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2226574336","media":"Motley Fool","summary":"A big decline in the technology-driven Nasdaq is the ideal time to invest in these innovative companies.","content":"<html><head></head><body><p>It&#39;s been a tumultuous start to 2022 for new and tenured investors. Both the iconic <b>Dow Jones Industrial Average</b> and widely followed <b>S&amp;P 500 </b>officially dipped into correction territory with drops surpassing 10%. But for the tech-focused <b>Nasdaq Composite</b>, the decline was even more pronounced. Between mid-November and mid-March, the famed index shed 22% of its value and briefly entered a bear market.</p><p>While big declines in the major market indexes can be scary in the short run, they&#39;ve historically proven to be the ideal time to put your money to work. That&#39;s because every notable dip in the market, which includes the Nasdaq Composite, has eventually been cleared away by a bull market rally.</p><p>Below are four beaten-down growth stocks you&#39;ll likely regret not buying on the bear market dip in the Nasdaq.</p><h2>CrowdStrike Holdings</h2><p>One of the smartest buys investors can make during the Nasdaq pullback is cybersecurity stock <b>CrowdStrike Holdings</b>. Shares of the company have fallen 26% since the Nasdaq hit an all-time high in November.</p><p>The beauty of cybersecurity stocks is that they&#39;ve evolved into a basic necessity service. With businesses shifting their data online and into the cloud at an accelerated rate since the pandemic began, the onus of protecting this data from hackers and robots is increasingly falling on third-party providers like CrowdStrike.</p><p>What makes CrowdStrike the cybersecurity company to own is its cloud-native security platform, known as Falcon. Falcon oversees about 1 trillion events daily and relies on artificial intelligence (AI) to keep end users safe. Since it&#39;s built in the cloud and leaning on AI, Falcon can identify and respond to end-user threats faster and more effectively than virtually all on-premises security solutions.</p><p>Over the past five years, CrowdStrike&#39;s subscriber count has catapulted from 450 to 16,325, which represents a compound annual growth rate of 105.1%.  Equally important, its existing customers are consistently spending more. In five years, the percentage of clients with four or more cloud-module subscriptions has jumped from less than 10% to 69%. This is why CrowdStrike&#39;s adjusted subscription gross margin is nearly 80%.</p><h2>PubMatic</h2><p>Another beaten-down high-growth stock you&#39;ll regret not buying on the dip is programmatic ad-tech company <b>PubMatic</b>. Shares of PubMatic are down more than 30% since November and almost 65% since hitting an all-time high in March 2021.</p><p>PubMatic&#39;s sustainable growth driver is the steady shift of advertising dollars from print to various digital formats. What PubMatic&#39;s cloud-based infrastructure does is oversee the sale of digital advertising space for its clients (i.e., publishers). Interestingly, this doesn&#39;t always mean placing the highest-priced ad in a display space. Rather, PubMatic&#39;s machine-learning algorithms will aim to place relevant ads in front of users. This keeps advertisers happy and can ultimately boost the long-term ad-pricing power for PubMatic&#39;s clients over the long run.</p><p>Although global digital ad spend is expected to increase by a little over 10% on an annual basis through 2024, PubMatic has been growing considerably faster.  Last year, the company&#39;s organic growth rate was 49% and was driven by mobile, video, and connected TV (CTV) programmatic ads. In fact, CTV ad revenue grew more than sixfold in the fourth quarter from the prior-year period.</p><p>With PubMatic profitable on a recurring basis and forecast to grow sales by close to 25% in 2022 and 2023, it makes for the perfect stock to buy following a big dip in the Nasdaq.</p><h2><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</h2><p>A third beaten-down growth stock that&#39;s begging to be bought on this decline is fintech giant <b>PayPal Holdings</b>. PayPal&#39;s stock has fallen 62% since July 2021.</p><p>As with CrowdStrike and PubMatic, PayPal has a no-brainer growth opportunity on its doorstep. In this instance, I&#39;m talking about digital payments. Even with competition in the digital payments space heating up, PayPal recorded $1.25 trillion in total payment volume (TPV) in 2021 and expects TPV will climb to or beyond $1.5 trillion in 2022.</p><p>What&#39;s arguably the most impressive aspect of PayPal is the growing number of payments from existing users. In 2020, there were fewer than 41 transactions per active account. Last year, this figure surpassed 45 per active account (over 19 billion transactions spanning 426 million active users).  These figures show how quickly the payments landscape is going digital.</p><p>PayPal&#39;s abundant cash flow has also allowed the company to roll out new products and services. The company began allowing users to buy, hold, and sell cryptocurrencies in 2020, and is tinkering with launching a U.S. stock trading platform. It used its mountain of cash to acquire buy now, pay later solutions company Paidy last September, too.</p><p>At just a hair over 20 times Wall Street&#39;s forward-year earnings forecast, PayPal is arguably the cheapest it&#39;s ever been as a public company.</p><h2>Upstart Holdings</h2><p>The fourth and final beaten-down growth stock you&#39;ll regret not buying on the dip is cloud-based lending platform <b>Upstart Holdings</b>. Shares of the company have lost three-quarters of their value since October and are down close to 55% since the Nasdaq Composite hit its all-time high.</p><p>Upstart&#39;s claim to fame is the company&#39;s AI-driven lending platform. The traditional loan-vetting process can take quite a bit of time and be costly for both lending institutions and the party looking for a loan. Upstart&#39;s AI-powered platform can give on-the-spot answers (approval or denial) to roughly two-thirds of personal loan applicants. Furthermore, because the platform relies on machine learning, people who might not otherwise qualify for a loan under the traditional vetting process are sometimes approved using Upstart&#39;s process. In other words, it&#39;s democratizing access to financial services without putting lending institutions at a higher risk of loan delinquencies.</p><p>Something else investors should take note of is that 94% of fourth-quarter revenue came from fees and services tied to the lending institutions it caters to. In short, there&#39;s no credit exposure or loan delinquency risk when it comes to Upstart. This means a rising-rate environment shouldn&#39;t chase investors away from this rapidly growing company.</p><p>If you need <a href=\"https://laohu8.com/S/AONE.U\">one</a> more good reason to be excited about Upstart (aside from the company crushing Wall Street&#39;s earnings expectations on a regular basis), consider its acquisition of Prodigy Software in 2021. This buyout allows Upstart to push into AI-based auto loans, which is a considerably larger addressable market than personal loans.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 4 Beaten-Down Growth Stocks You'll Regret Not Buying On the Dip</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Bear Market: 4 Beaten-Down Growth Stocks You'll Regret Not Buying On the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-10 09:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/09/nasdaq-bear-market-4-growth-stocks-regret-not-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been a tumultuous start to 2022 for new and tenured investors. Both the iconic Dow Jones Industrial Average and widely followed S&P 500 officially dipped into correction territory with drops ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/09/nasdaq-bear-market-4-growth-stocks-regret-not-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","UPST":"Upstart Holdings, Inc.","BK4566":"资本集团","PYPL":"PayPal","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4543":"AI","BK4166":"消费信贷","CTV":"Innovid","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","PUBM":"PubMatic, Inc.","AI":"C3.ai, Inc.","BK4528":"SaaS概念","BK4023":"应用软件","BK4106":"数据处理与外包服务","CRWD":"CrowdStrike Holdings, Inc.","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/04/09/nasdaq-bear-market-4-growth-stocks-regret-not-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226574336","content_text":"It's been a tumultuous start to 2022 for new and tenured investors. Both the iconic Dow Jones Industrial Average and widely followed S&P 500 officially dipped into correction territory with drops surpassing 10%. But for the tech-focused Nasdaq Composite, the decline was even more pronounced. Between mid-November and mid-March, the famed index shed 22% of its value and briefly entered a bear market.While big declines in the major market indexes can be scary in the short run, they've historically proven to be the ideal time to put your money to work. That's because every notable dip in the market, which includes the Nasdaq Composite, has eventually been cleared away by a bull market rally.Below are four beaten-down growth stocks you'll likely regret not buying on the bear market dip in the Nasdaq.CrowdStrike HoldingsOne of the smartest buys investors can make during the Nasdaq pullback is cybersecurity stock CrowdStrike Holdings. Shares of the company have fallen 26% since the Nasdaq hit an all-time high in November.The beauty of cybersecurity stocks is that they've evolved into a basic necessity service. With businesses shifting their data online and into the cloud at an accelerated rate since the pandemic began, the onus of protecting this data from hackers and robots is increasingly falling on third-party providers like CrowdStrike.What makes CrowdStrike the cybersecurity company to own is its cloud-native security platform, known as Falcon. Falcon oversees about 1 trillion events daily and relies on artificial intelligence (AI) to keep end users safe. Since it's built in the cloud and leaning on AI, Falcon can identify and respond to end-user threats faster and more effectively than virtually all on-premises security solutions.Over the past five years, CrowdStrike's subscriber count has catapulted from 450 to 16,325, which represents a compound annual growth rate of 105.1%.  Equally important, its existing customers are consistently spending more. In five years, the percentage of clients with four or more cloud-module subscriptions has jumped from less than 10% to 69%. This is why CrowdStrike's adjusted subscription gross margin is nearly 80%.PubMaticAnother beaten-down high-growth stock you'll regret not buying on the dip is programmatic ad-tech company PubMatic. Shares of PubMatic are down more than 30% since November and almost 65% since hitting an all-time high in March 2021.PubMatic's sustainable growth driver is the steady shift of advertising dollars from print to various digital formats. What PubMatic's cloud-based infrastructure does is oversee the sale of digital advertising space for its clients (i.e., publishers). Interestingly, this doesn't always mean placing the highest-priced ad in a display space. Rather, PubMatic's machine-learning algorithms will aim to place relevant ads in front of users. This keeps advertisers happy and can ultimately boost the long-term ad-pricing power for PubMatic's clients over the long run.Although global digital ad spend is expected to increase by a little over 10% on an annual basis through 2024, PubMatic has been growing considerably faster.  Last year, the company's organic growth rate was 49% and was driven by mobile, video, and connected TV (CTV) programmatic ads. In fact, CTV ad revenue grew more than sixfold in the fourth quarter from the prior-year period.With PubMatic profitable on a recurring basis and forecast to grow sales by close to 25% in 2022 and 2023, it makes for the perfect stock to buy following a big dip in the Nasdaq.PayPal HoldingsA third beaten-down growth stock that's begging to be bought on this decline is fintech giant PayPal Holdings. PayPal's stock has fallen 62% since July 2021.As with CrowdStrike and PubMatic, PayPal has a no-brainer growth opportunity on its doorstep. In this instance, I'm talking about digital payments. Even with competition in the digital payments space heating up, PayPal recorded $1.25 trillion in total payment volume (TPV) in 2021 and expects TPV will climb to or beyond $1.5 trillion in 2022.What's arguably the most impressive aspect of PayPal is the growing number of payments from existing users. In 2020, there were fewer than 41 transactions per active account. Last year, this figure surpassed 45 per active account (over 19 billion transactions spanning 426 million active users).  These figures show how quickly the payments landscape is going digital.PayPal's abundant cash flow has also allowed the company to roll out new products and services. The company began allowing users to buy, hold, and sell cryptocurrencies in 2020, and is tinkering with launching a U.S. stock trading platform. It used its mountain of cash to acquire buy now, pay later solutions company Paidy last September, too.At just a hair over 20 times Wall Street's forward-year earnings forecast, PayPal is arguably the cheapest it's ever been as a public company.Upstart HoldingsThe fourth and final beaten-down growth stock you'll regret not buying on the dip is cloud-based lending platform Upstart Holdings. Shares of the company have lost three-quarters of their value since October and are down close to 55% since the Nasdaq Composite hit its all-time high.Upstart's claim to fame is the company's AI-driven lending platform. The traditional loan-vetting process can take quite a bit of time and be costly for both lending institutions and the party looking for a loan. Upstart's AI-powered platform can give on-the-spot answers (approval or denial) to roughly two-thirds of personal loan applicants. Furthermore, because the platform relies on machine learning, people who might not otherwise qualify for a loan under the traditional vetting process are sometimes approved using Upstart's process. In other words, it's democratizing access to financial services without putting lending institutions at a higher risk of loan delinquencies.Something else investors should take note of is that 94% of fourth-quarter revenue came from fees and services tied to the lending institutions it caters to. In short, there's no credit exposure or loan delinquency risk when it comes to Upstart. This means a rising-rate environment shouldn't chase investors away from this rapidly growing company.If you need one more good reason to be excited about Upstart (aside from the company crushing Wall Street's earnings expectations on a regular basis), consider its acquisition of Prodigy Software in 2021. This buyout allows Upstart to push into AI-based auto loans, which is a considerably larger addressable market than personal loans.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039407174,"gmtCreate":1646094441765,"gmtModify":1676534090158,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039407174","repostId":"1135185997","repostType":4,"repost":{"id":"1135185997","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1646089666,"share":"https://ttm.financial/m/news/1135185997?lang=&edition=fundamental","pubTime":"2022-03-01 07:07","market":"us","language":"en","title":"S&P 500 Ends Lower as West Hits Russia with Sanctions","url":"https://stock-news.laohu8.com/highlight/detail?id=1135185997","media":"Reuters","summary":"(Reuters) - The S&P 500 ended lower after a volatile session on Monday, with investors wrestling with uncertainty and bank stocks dropping following powerful Western sanctions against Russia as it con","content":"<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended lower after a volatile session on Monday, with investors wrestling with uncertainty and bank stocks dropping following powerful Western sanctions against Russia as it continued its invasion of Ukraine.</p><p>Helping the Nasdaq close in positive territory after opening at a loss, electric car makers Tesla and Rivian Automotive jumped 7.5% and 6.5%, respectively.</p><p>Citigroup fell 4.5% and helped push the S&amp;P 500 banks index down 2.35% as the U.S. 10-year Treasury yield slipped. The broader S&amp;P 500 financial index dropped 1.5%.</p><p>Global stocks slumped, the Russian rouble tanked to record lows and safe-haven assets got a boost after Western allies imposed new sanctions that limited Moscow&#39;s ability to deploy its $630 billion foreign reserves and cut off some of its banks from the SWIFT global payments system.</p><p>Russian artillery bombarded residential districts of Ukraine&#39;s second-largest city, as Moscow&#39;s invading forces met stiff resistance on a fifth day of conflict.</p><p>&#34;The Russia-Ukraine invasion in itself is not likely going to be a long-term headwind for U.S. equities. But I think in the short term, it&#39;s a massive contributor to the equity pullback,&#34; said Sylvia Jablonski, chief investment officer at Defiance ETFs.</p><p>The S&amp;P 500 energy sector rallied 2.6%, thanks to higher oil prices. [O/R]</p><p>Defense stocks Raytheon Technologies, Lockheed Martin Corp, General Dynamics Corp, Northrop Grumman and L3Harris Technologies gained between 2.8% and 8% following news that Germany would increase its military spending.</p><p>Cybersecurity stocks also rallied, with <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, Fortinet, Zscaler and CrowdStrike Holdings all climbing more than 4%.</p><p>The Dow Jones Industrial Average fell 0.49% to end at 33,892.6 points, while the S&amp;P 500 lost 0.24% to 4,373.94.</p><p>The Nasdaq Composite climbed 0.41% to 13,751.40, ending higher for the third straight session.</p><p>Monday&#39;s session was busy. Volume on U.S. exchanges was 14.5 billion shares, compared with the 12.2 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 fell 3.15% in February, while the Nasdaq lost 3.43%. So far in 2022, the S&amp;P 500 has lost over 8%, the index&#39;s deepest two-month decline since March 2020.</p><p>The worsening geopolitical crisis has added to investors&#39; concerns about soaring inflation and the Federal Reserve&#39;s rate-hike plans. The S&amp;P 500 and the Nasdaq logged their biggest two-month declines since the pandemic-led crash in March 2020.</p><p>The CBOE volatility index, also known as Wall Street&#39;s fear gauge, rose for a second straight session.</p><p>Delta Air Lines Inc dropped 3.9% after Russia closed its airspace to airlines from 36 countries in response to Ukraine-related sanctions targeting its aviation sector.</p><p>First Horizon Corp surged 29% after TD Bank Group offered to acquire the U.S. bank in an all-cash deal valued at $13.4 billion.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.10-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 20 new 52-week highs and five new lows; the Nasdaq Composite recorded 45 new highs and 92 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 Ends Lower as West Hits Russia with Sanctions</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\">\nS&P 500 Ends Lower as West Hits Russia with Sanctions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-01 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The S&amp;P 500 ended lower after a volatile session on Monday, with investors wrestling with uncertainty and bank stocks dropping following powerful Western sanctions against Russia as it continued its invasion of Ukraine.</p><p>Helping the Nasdaq close in positive territory after opening at a loss, electric car makers Tesla and Rivian Automotive jumped 7.5% and 6.5%, respectively.</p><p>Citigroup fell 4.5% and helped push the S&amp;P 500 banks index down 2.35% as the U.S. 10-year Treasury yield slipped. The broader S&amp;P 500 financial index dropped 1.5%.</p><p>Global stocks slumped, the Russian rouble tanked to record lows and safe-haven assets got a boost after Western allies imposed new sanctions that limited Moscow&#39;s ability to deploy its $630 billion foreign reserves and cut off some of its banks from the SWIFT global payments system.</p><p>Russian artillery bombarded residential districts of Ukraine&#39;s second-largest city, as Moscow&#39;s invading forces met stiff resistance on a fifth day of conflict.</p><p>&#34;The Russia-Ukraine invasion in itself is not likely going to be a long-term headwind for U.S. equities. But I think in the short term, it&#39;s a massive contributor to the equity pullback,&#34; said Sylvia Jablonski, chief investment officer at Defiance ETFs.</p><p>The S&amp;P 500 energy sector rallied 2.6%, thanks to higher oil prices. [O/R]</p><p>Defense stocks Raytheon Technologies, Lockheed Martin Corp, General Dynamics Corp, Northrop Grumman and L3Harris Technologies gained between 2.8% and 8% following news that Germany would increase its military spending.</p><p>Cybersecurity stocks also rallied, with <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>, Fortinet, Zscaler and CrowdStrike Holdings all climbing more than 4%.</p><p>The Dow Jones Industrial Average fell 0.49% to end at 33,892.6 points, while the S&amp;P 500 lost 0.24% to 4,373.94.</p><p>The Nasdaq Composite climbed 0.41% to 13,751.40, ending higher for the third straight session.</p><p>Monday&#39;s session was busy. Volume on U.S. exchanges was 14.5 billion shares, compared with the 12.2 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 fell 3.15% in February, while the Nasdaq lost 3.43%. So far in 2022, the S&amp;P 500 has lost over 8%, the index&#39;s deepest two-month decline since March 2020.</p><p>The worsening geopolitical crisis has added to investors&#39; concerns about soaring inflation and the Federal Reserve&#39;s rate-hike plans. The S&amp;P 500 and the Nasdaq logged their biggest two-month declines since the pandemic-led crash in March 2020.</p><p>The CBOE volatility index, also known as Wall Street&#39;s fear gauge, rose for a second straight session.</p><p>Delta Air Lines Inc dropped 3.9% after Russia closed its airspace to airlines from 36 countries in response to Ukraine-related sanctions targeting its aviation sector.</p><p>First Horizon Corp surged 29% after TD Bank Group offered to acquire the U.S. bank in an all-cash deal valued at $13.4 billion.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.10-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 20 new 52-week highs and five new lows; the Nasdaq Composite recorded 45 new highs and 92 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","BK4550":"红杉资本持仓","SSO":"两倍做多标普500ETF","SH":"标普500反向ETF","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135185997","content_text":"(Reuters) - The S&P 500 ended lower after a volatile session on Monday, with investors wrestling with uncertainty and bank stocks dropping following powerful Western sanctions against Russia as it continued its invasion of Ukraine.Helping the Nasdaq close in positive territory after opening at a loss, electric car makers Tesla and Rivian Automotive jumped 7.5% and 6.5%, respectively.Citigroup fell 4.5% and helped push the S&P 500 banks index down 2.35% as the U.S. 10-year Treasury yield slipped. The broader S&P 500 financial index dropped 1.5%.Global stocks slumped, the Russian rouble tanked to record lows and safe-haven assets got a boost after Western allies imposed new sanctions that limited Moscow's ability to deploy its $630 billion foreign reserves and cut off some of its banks from the SWIFT global payments system.Russian artillery bombarded residential districts of Ukraine's second-largest city, as Moscow's invading forces met stiff resistance on a fifth day of conflict.\"The Russia-Ukraine invasion in itself is not likely going to be a long-term headwind for U.S. equities. But I think in the short term, it's a massive contributor to the equity pullback,\" said Sylvia Jablonski, chief investment officer at Defiance ETFs.The S&P 500 energy sector rallied 2.6%, thanks to higher oil prices. [O/R]Defense stocks Raytheon Technologies, Lockheed Martin Corp, General Dynamics Corp, Northrop Grumman and L3Harris Technologies gained between 2.8% and 8% following news that Germany would increase its military spending.Cybersecurity stocks also rallied, with Palo Alto Networks, Fortinet, Zscaler and CrowdStrike Holdings all climbing more than 4%.The Dow Jones Industrial Average fell 0.49% to end at 33,892.6 points, while the S&P 500 lost 0.24% to 4,373.94.The Nasdaq Composite climbed 0.41% to 13,751.40, ending higher for the third straight session.Monday's session was busy. Volume on U.S. exchanges was 14.5 billion shares, compared with the 12.2 billion average for the full session over the last 20 trading days.The S&P 500 fell 3.15% in February, while the Nasdaq lost 3.43%. So far in 2022, the S&P 500 has lost over 8%, the index's deepest two-month decline since March 2020.The worsening geopolitical crisis has added to investors' concerns about soaring inflation and the Federal Reserve's rate-hike plans. The S&P 500 and the Nasdaq logged their biggest two-month declines since the pandemic-led crash in March 2020.The CBOE volatility index, also known as Wall Street's fear gauge, rose for a second straight session.Delta Air Lines Inc dropped 3.9% after Russia closed its airspace to airlines from 36 countries in response to Ukraine-related sanctions targeting its aviation sector.First Horizon Corp surged 29% after TD Bank Group offered to acquire the U.S. bank in an all-cash deal valued at $13.4 billion.Declining issues outnumbered advancing ones on the NYSE by a 1.10-to-1 ratio; on Nasdaq, a 1.03-to-1 ratio favored decliners.The S&P 500 posted 20 new 52-week highs and five new lows; the Nasdaq Composite recorded 45 new highs and 92 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927350987,"gmtCreate":1672405322350,"gmtModify":1676538686157,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927350987","repostId":"2295554929","repostType":4,"repost":{"id":"2295554929","kind":"highlight","pubTimestamp":1672415137,"share":"https://ttm.financial/m/news/2295554929?lang=&edition=fundamental","pubTime":"2022-12-30 23:45","market":"us","language":"en","title":"Tesla: Buy The Bloodbath","url":"https://stock-news.laohu8.com/highlight/detail?id=2295554929","media":"Seekingalpha","summary":"SummaryTesla has seen an accelerating decline in December with the stock losing 42%.Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short int","content":"<html><head></head><body><h3><b>Summary</b></h3><ul><li>Tesla has seen an accelerating decline in December with the stock losing 42%.</li><li>Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short interest for Tesla.</li><li>However, Tesla has a very attractive valuation and risk profile right now.</li></ul><p>A unique buying opportunity has revealed itself for shares of electric vehicle company <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> which experienced an intensifying sell-off in December that is putting Tesla on track to its worst month ever. After Tesla lost more than $800B in market cap this year and controversy mounted over Elon Musk&#39;s time-consuming involvement with Twitter/stock sales, I believe the risk profile and the valuation are at their most attractive points in years. Considering that China&#39;s economy is reopening and that Tesla has the most mature footprint in the EV industry, I believe the valuation drop and negative sentiment overhang make Tesla very compelling as a long-term EV investment.</p><h2>Tesla is ending a terrible year with its worst monthly performance ever</h2><p>Tesla is ending FY 2022 with massive valuation losses that have yielded enormous windfall profits for short sellers that bet against the electric vehicle company at the beginning of the year. Tesla&#39;s shares have experienced a bloodbath this year, losing 68% YTD and 42% so far this month, making December 2022 potentially the worst month for the electric vehicle company ever.</p><p><img src=\"https://static.tigerbbs.com/b016866b26d76d99fd4332604cbff3fd\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Controversies are weighing on Tesla&#39;s valuation, soaring short interest</h2><p>There are multiple controversies that played a role in Tesla&#39;s stock plunge, including the extraordinary amount of time Elon Musk spends on Twitter, COVID-19 lockdowns in China that interrupted the ramp of Tesla&#39;s Model 3 and Model Y as well as his unprecedented sales of Tesla stock in order to finance the acquisition of Twitter. According to a disclosure made on December 14, 2022, Elon Musk recently sold 22M shares of Tesla between December 12 and December 14, resulting in transaction proceeds of $3.6B. Although Elon Musk later said on Twitter Spaces that he won&#39;t sell any more shares over the next 18-24 months, investors don&#39;t seem to believe it, at least for now.</p><p><img src=\"https://static.tigerbbs.com/f395d39826c8e23997eeb11280dd73cf\" tg-width=\"640\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/></p><p>Source: Electrek</p><p>Additionally, a big problem for Tesla has been that short sellers took advantage of Tesla&#39;s downfall in December which resulted in a soaring short interest ratio for shares of Tesla. Soaring short interest, in my opinion, could also be seen as a contrarian indicator.</p><p><img src=\"https://static.tigerbbs.com/573fa987e96d402354e65cdec79cde4c\" tg-width=\"640\" tg-height=\"389\" referrerpolicy=\"no-referrer\"/></p><p>Source: Yahoo Finance</p><p>But putting all this noise aside, I believe investors that focus on Tesla&#39;s achievements in the EV industry and potential for long-term growth actually get really good value now.</p><h2>Tesla&#39;s factory output in China recovered and reached a fresh high</h2><p>After multiple production setbacks in FY 2022 due to factory lockdowns in China, production and deliveries at Tesla&#39;s Shanghai Gigafactory are ramping up rapidly. Tesla delivered 100,291 electric vehicles in November, showing 90% year-over-year growth. It was also a new 4-month reopening high for Tesla and it is an achievement the electric vehicle company can build on in the coming months. With about 100,000 electric vehicles produced in November, Tesla could achieve a 1.2M production volume in FY 2023, but potentially much more as I expect a ramp in production after the Gigafactory in Shanghai reopens after the Chinese New Year. The new delivery record is good news for investors, chiefly because the market ignored it and seems overly obsessed with other non-production related factors surrounding Tesla. A contrarian indicator, perhaps? I think so!</p><p></p><p><img src=\"https://static.tigerbbs.com/7d60d5fc681c7265ba2a21f440844f2e\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p>Source: InsideEVs</p><p>The broad reopening of the Chinese economy and the easing of COVID-19 restrictions could be a catalyst for Tesla&#39;s growth in deliveries, but the real reason to buy Tesla, I believe, is the valuation: after a near-70% drawdown in the firm&#39;s valuation this year, Tesla is actually compellingly cheap, at least based off of its historical standard.</p><h2>Is Tesla&#39;s unprecedented price drop alone a reason to buy the shares?</h2><p>The 42% decline in Tesla&#39;s valuation in December and 68% decline in 2022 has reduced a lot of the premium that was built into the EV firm&#39;s valuation in the past. Since Tesla was punished for a variety of factors that were totally unrelated to Tesla&#39;s execution (Twitter distraction, stock sales) or of only temporary nature, such as China&#39;s factory lockdowns, I believe Tesla is currently extremely attractively valued based on a variety of metrics.</p><p>Tesla is the leading EV company in the world (based on output and revenues) and is currently trading at a forward P/E ratio of 20.4x and that&#39;s despite Tesla being projected to generate 34% year-over-year EPS growth in FY 2023. Compared against its historical valuation, Tesla is a bargain with its P/E ratio trading more than 50% below its 1-year average P/E ratio of 46.6x.</p><p><img src=\"https://static.tigerbbs.com/08d92a1d38d6366b57078028e1112f60\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Given the expected launch of the Cybertruck next year and a continual recovery in China-based production volumes, I believe a change in investor sentiment could also drive an upwards revaluation of Tesla&#39;s revenue estimates. The trend for Tesla&#39;s revenue estimates was generally a positive one in FY 2022, despite production limitations and other distractions. According to Seeking Alpha-provided estimates, Tesla is expected to grow its revenues 37% in FY 2023 and 26% in FY 2024, with the Cybertruck expected to make its first revenue contributions in the second half of next year. I believe that Tesla could deliver 80-90 thousand Cybertrucks in FY 2023 before ramping deliveries up to 200 thousand by FY 2024.</p><p><img src=\"https://static.tigerbbs.com/8d3d31f4107435d218d22ae093fe331b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Based off of revenues, Tesla is also looking increasingly attractive with the firm&#39;s revenue potential now being cheaper than that of Lucid Group (LCID), despite Tesla already delivering millions of cars to customers.</p><p><img src=\"https://static.tigerbbs.com/abd29ac0744982704419373383495922\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Right now, Tesla&#39;s forward P/S ratio is 56% below its 1-year average P/S ratio. Almost all of the under-performance relative to the 1-year P/S average has occurred since the end of October.</p><p><img src=\"https://static.tigerbbs.com/2f7b416c0976165ab4b552eeefb86682\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Tesla is oversold</h2><p>What makes Tesla especially attractive, I believe, is the technical sentiment reflected in the Relative Strength Index. Tesla has become widely oversold based on this index lately and shows a value of 20.2. Tesla hasn&#39;t been this technically oversold in at least a year. While I don&#39;t decide how and where to invest based on RSI, it can be seen as a contrarian indicator (in connection with Tesla&#39;s soaring short interest).</p><p><img src=\"https://static.tigerbbs.com/715da9e1d601b67ca63adac3a1600654\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h2>Risks with Tesla</h2><p>There are many risks with Tesla including the possibility of further stock sales on the part of Elon Musk which could further depress Tesla&#39;s share price, but likely only in the near term as the recovery in Tesla&#39;s China production is a strong catalyst for delivery growth in FY 2023. Additionally, Tesla&#39;s short interest may remain high in the short term as bears seek to exploit Tesla&#39;s draw-down to the fullest. In the longer term, however, real economic concerns should take precedence for Tesla investors and I definitely see pricing and demand risks here for the electric vehicle sector. EV companies may see compressing vehicle margins as inflation continues to pressure consumers and higher raw material/battery costs represent a challenge as well. Since Tesla has the most mature production footprint in the sector, I believe Tesla is in the best position to deal with such risks.</p><h2>Final thoughts</h2><p>Tesla had a terrible December with the price of the EV firm&#39;s shares dropping 42% so far this month and December 2022 will likely end as the worst month for Tesla&#39;s shares ever. There are reasons for the decline in Tesla&#39;s market cap, but none, I believe, are related to either Tesla&#39;s execution or Tesla&#39;s growth prospects. The fact that Tesla&#39;s short interest has soared in December and short sellers piled on the EV company, resulting in oversold technical sentiment, is actually the precise reason why I like Tesla more than ever.</p><p>The market has become too fearful of Tesla due to a series of unfavorable news, but I believe all of the factors discussed here (Twitter, stock sales, production setbacks) are transitory and Tesla could soon be able to recover from this unprecedented sell-off, especially if the market&#39;s focus returns to Tesla&#39;s improving delivery growth and a reopening Chinese economy. Since the shares have a very attractive valuation and the best risk profile in years, I believe investors should lean into the fear and buy the bloodbath!</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: Buy The Bloodbath</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: Buy The Bloodbath\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4567014-tesla-stock-bloodbath-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla has seen an accelerating decline in December with the stock losing 42%.Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short ...</p>\n\n<a href=\"https://seekingalpha.com/article/4567014-tesla-stock-bloodbath-buy\">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/4567014-tesla-stock-bloodbath-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2295554929","content_text":"SummaryTesla has seen an accelerating decline in December with the stock losing 42%.Other controversies surrounding Elon Musk have created negative sentiment overhang, resulting in a soaring short interest for Tesla.However, Tesla has a very attractive valuation and risk profile right now.A unique buying opportunity has revealed itself for shares of electric vehicle company Tesla which experienced an intensifying sell-off in December that is putting Tesla on track to its worst month ever. After Tesla lost more than $800B in market cap this year and controversy mounted over Elon Musk's time-consuming involvement with Twitter/stock sales, I believe the risk profile and the valuation are at their most attractive points in years. Considering that China's economy is reopening and that Tesla has the most mature footprint in the EV industry, I believe the valuation drop and negative sentiment overhang make Tesla very compelling as a long-term EV investment.Tesla is ending a terrible year with its worst monthly performance everTesla is ending FY 2022 with massive valuation losses that have yielded enormous windfall profits for short sellers that bet against the electric vehicle company at the beginning of the year. Tesla's shares have experienced a bloodbath this year, losing 68% YTD and 42% so far this month, making December 2022 potentially the worst month for the electric vehicle company ever.Data by YChartsControversies are weighing on Tesla's valuation, soaring short interestThere are multiple controversies that played a role in Tesla's stock plunge, including the extraordinary amount of time Elon Musk spends on Twitter, COVID-19 lockdowns in China that interrupted the ramp of Tesla's Model 3 and Model Y as well as his unprecedented sales of Tesla stock in order to finance the acquisition of Twitter. According to a disclosure made on December 14, 2022, Elon Musk recently sold 22M shares of Tesla between December 12 and December 14, resulting in transaction proceeds of $3.6B. Although Elon Musk later said on Twitter Spaces that he won't sell any more shares over the next 18-24 months, investors don't seem to believe it, at least for now.Source: ElectrekAdditionally, a big problem for Tesla has been that short sellers took advantage of Tesla's downfall in December which resulted in a soaring short interest ratio for shares of Tesla. Soaring short interest, in my opinion, could also be seen as a contrarian indicator.Source: Yahoo FinanceBut putting all this noise aside, I believe investors that focus on Tesla's achievements in the EV industry and potential for long-term growth actually get really good value now.Tesla's factory output in China recovered and reached a fresh highAfter multiple production setbacks in FY 2022 due to factory lockdowns in China, production and deliveries at Tesla's Shanghai Gigafactory are ramping up rapidly. Tesla delivered 100,291 electric vehicles in November, showing 90% year-over-year growth. It was also a new 4-month reopening high for Tesla and it is an achievement the electric vehicle company can build on in the coming months. With about 100,000 electric vehicles produced in November, Tesla could achieve a 1.2M production volume in FY 2023, but potentially much more as I expect a ramp in production after the Gigafactory in Shanghai reopens after the Chinese New Year. The new delivery record is good news for investors, chiefly because the market ignored it and seems overly obsessed with other non-production related factors surrounding Tesla. A contrarian indicator, perhaps? I think so!Source: InsideEVsThe broad reopening of the Chinese economy and the easing of COVID-19 restrictions could be a catalyst for Tesla's growth in deliveries, but the real reason to buy Tesla, I believe, is the valuation: after a near-70% drawdown in the firm's valuation this year, Tesla is actually compellingly cheap, at least based off of its historical standard.Is Tesla's unprecedented price drop alone a reason to buy the shares?The 42% decline in Tesla's valuation in December and 68% decline in 2022 has reduced a lot of the premium that was built into the EV firm's valuation in the past. Since Tesla was punished for a variety of factors that were totally unrelated to Tesla's execution (Twitter distraction, stock sales) or of only temporary nature, such as China's factory lockdowns, I believe Tesla is currently extremely attractively valued based on a variety of metrics.Tesla is the leading EV company in the world (based on output and revenues) and is currently trading at a forward P/E ratio of 20.4x and that's despite Tesla being projected to generate 34% year-over-year EPS growth in FY 2023. Compared against its historical valuation, Tesla is a bargain with its P/E ratio trading more than 50% below its 1-year average P/E ratio of 46.6x.Data by YChartsGiven the expected launch of the Cybertruck next year and a continual recovery in China-based production volumes, I believe a change in investor sentiment could also drive an upwards revaluation of Tesla's revenue estimates. The trend for Tesla's revenue estimates was generally a positive one in FY 2022, despite production limitations and other distractions. According to Seeking Alpha-provided estimates, Tesla is expected to grow its revenues 37% in FY 2023 and 26% in FY 2024, with the Cybertruck expected to make its first revenue contributions in the second half of next year. I believe that Tesla could deliver 80-90 thousand Cybertrucks in FY 2023 before ramping deliveries up to 200 thousand by FY 2024.Data by YChartsBased off of revenues, Tesla is also looking increasingly attractive with the firm's revenue potential now being cheaper than that of Lucid Group (LCID), despite Tesla already delivering millions of cars to customers.Data by YChartsRight now, Tesla's forward P/S ratio is 56% below its 1-year average P/S ratio. Almost all of the under-performance relative to the 1-year P/S average has occurred since the end of October.Data by YChartsTesla is oversoldWhat makes Tesla especially attractive, I believe, is the technical sentiment reflected in the Relative Strength Index. Tesla has become widely oversold based on this index lately and shows a value of 20.2. Tesla hasn't been this technically oversold in at least a year. While I don't decide how and where to invest based on RSI, it can be seen as a contrarian indicator (in connection with Tesla's soaring short interest).Data by YChartsRisks with TeslaThere are many risks with Tesla including the possibility of further stock sales on the part of Elon Musk which could further depress Tesla's share price, but likely only in the near term as the recovery in Tesla's China production is a strong catalyst for delivery growth in FY 2023. Additionally, Tesla's short interest may remain high in the short term as bears seek to exploit Tesla's draw-down to the fullest. In the longer term, however, real economic concerns should take precedence for Tesla investors and I definitely see pricing and demand risks here for the electric vehicle sector. EV companies may see compressing vehicle margins as inflation continues to pressure consumers and higher raw material/battery costs represent a challenge as well. Since Tesla has the most mature production footprint in the sector, I believe Tesla is in the best position to deal with such risks.Final thoughtsTesla had a terrible December with the price of the EV firm's shares dropping 42% so far this month and December 2022 will likely end as the worst month for Tesla's shares ever. There are reasons for the decline in Tesla's market cap, but none, I believe, are related to either Tesla's execution or Tesla's growth prospects. The fact that Tesla's short interest has soared in December and short sellers piled on the EV company, resulting in oversold technical sentiment, is actually the precise reason why I like Tesla more than ever.The market has become too fearful of Tesla due to a series of unfavorable news, but I believe all of the factors discussed here (Twitter, stock sales, production setbacks) are transitory and Tesla could soon be able to recover from this unprecedented sell-off, especially if the market's focus returns to Tesla's improving delivery growth and a reopening Chinese economy. Since the shares have a very attractive valuation and the best risk profile in years, I believe investors should lean into the fear and buy the bloodbath!","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929290549,"gmtCreate":1670666947481,"gmtModify":1676538414674,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9929290549","repostId":"1181869151","repostType":4,"repost":{"id":"1181869151","kind":"news","pubTimestamp":1670636698,"share":"https://ttm.financial/m/news/1181869151?lang=&edition=fundamental","pubTime":"2022-12-10 09:44","market":"us","language":"en","title":"Elon Musk’s Tweeting Is Problematic for Tesla Stock. Here’s Proof","url":"https://stock-news.laohu8.com/highlight/detail?id=1181869151","media":"Barron's","summary":"Twitteris an undeniable overhang forTeslastock. Investors feel it, Wall Street believes it, and now the data say so. What no one knows is how long the overhang will last—or if it will get worse.New St","content":"<html><head></head><body><p>Twitter is an undeniable overhang for Tesla stock. Investors feel it, Wall Street believes it, and now the data say so. What no one knows is how long the overhang will last—or if it will get worse.</p><p>New Street Research analyst Pierre Ferragu took to Twitter on Friday to explain what’s going on with Tesla stock (ticker: TSLA), which was off 49% so far this year as of the close on Friday.</p><p>He attributed the bulk of the decline to what’s happened to the market, which seems sensible. The Nasdaq Composite is off about 30% year to date, and most car-related stocks have been hit hard by rising interest rates and inflation. General Motors (GM) and Ford Motor (F) shares are off about 35% and 36%, respectively, so far this year.</p><p>Twitter is also a factor for Ferragu, who noted that perceptions of Tesla’s brand are sliding. Tesla’s net brand favorability score, which is positive opinions minus negative opinions, is down about six to 10 percentage points, hovering around 20%. That tops the the U.S. government’s score, which is less than zero, according to Ferragu’s data.</p><p><img src=\"https://static.tigerbbs.com/2e818e41d57a14c6cac9cab049bb3f61\" tg-width=\"827\" tg-height=\"884\" width=\"100%\" height=\"auto\"/></p><p>Ferragu rates Tesla stock at Buy with a Street-high price target of $530, according to FactSet.</p><p>“Impact on brand perception in the general public is visible and material, but it is very unlikely to affect materially buying behaviors in the near term,” Ferragu tells<i>Barron’s</i>in an emailed statement, adding “it will turn fast.”</p><p>Just how long a temporary impact will last is anyone’s guess. The Twitter overhang led Wedbush analyst Dan Ives to cut $50 off his price target for Tesla stock in November, leaving it at $250. He has called Twitter an albatross for Tesla stock, but still rates shares at Buy.</p><p>“Tweet by tweet, Musk creates more of an overhang on Tesla,” Ives told<i>Barron’s</i>Friday by email. “The Musk Twitter fiasco a darkening black cloud over the story. Perception is reality for the Street for now on Tesla.”</p><p>Tesla CEO Elon Musk ‘s recent tweets include shots at competitors, discussions of election interference by Twitter, disapproval of the Federal Reserve’s interest-rate policy, and claims of media bias. Those tweets were all this week.</p><p>Tesla investors still get tidbits about the car company from Musk’s tweeting. He responded to Ferragu’s thread, commenting that margin loans of Tesla stock don’t make sense in this weakening economic environment.</p><p>That’s a bit of good news for Tesla shareholders who don’t like Musk selling Tesla stock, and don’t want any sales tied to margin calls. Still, the possibility of Musk selling stock to help fund Twitter remains part of the overall overhang. Ferragu dismissed Musk selling Tesla stock as a long-term risk, though, writing that the sales would be “negligible to the market cap and trading volumes of [Tesla].”</p><p>If Musk’s stock sales aren’t the main cause of the overhang on the Tesla brand and shares, then that leaves the toll that Twitter takes on Musk’s full attention. Whatever the source, the impact is real.</p><p>Coming into Thursday, Tesla shares had declined about 23% since Musk completed the purchase of the social medial platform. The Nasdaq Composite has risen about 3% over the same span.</p><p>The spread is growing. It was negligible until early November, when Musk sold more Tesla stock after the deal close—a surprise to investors. After the sale, the spread was about 20 percentage points. It moved as high as 26 points this week, but had slipped back to 22 points as of the close of trading on Friday.</p><p>Tesla stock has been cut almost in half year to date. If Tesla stock were at the level it sold for before Musk completed the Twitter purchase, it would be off about 34% year to date, in line with GM and Ford stock.</p><p>The performance gap between Tesla and the rest of the car industry is the gain that investors can expect from Tesla stock if the Twitter overhang ever lifts.</p><p>That would put Tesla stock at roughly $225 a share. Investors hope for that rally soon.</p><p>Tesla stock closed 3.2% higher on Friday. TheS&amp;P 500 and the Nasdaq Composite both lost 0.7%.</p><p>The stock snapped a four-day losing streak that cost investors about 11%. Tesla stock is now down about 8% for the week.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk’s Tweeting Is Problematic for Tesla Stock. Here’s Proof</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\">\nElon Musk’s Tweeting Is Problematic for Tesla Stock. Here’s Proof\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-10 09:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-51670602565?mod=hp_LEAD_1><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter is an undeniable overhang for Tesla stock. Investors feel it, Wall Street believes it, and now the data say so. What no one knows is how long the overhang will last—or if it will get worse.New...</p>\n\n<a href=\"https://www.barrons.com/articles/elon-musk-twitter-tesla-stock-51670602565?mod=hp_LEAD_1\">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://www.barrons.com/articles/elon-musk-twitter-tesla-stock-51670602565?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181869151","content_text":"Twitter is an undeniable overhang for Tesla stock. Investors feel it, Wall Street believes it, and now the data say so. What no one knows is how long the overhang will last—or if it will get worse.New Street Research analyst Pierre Ferragu took to Twitter on Friday to explain what’s going on with Tesla stock (ticker: TSLA), which was off 49% so far this year as of the close on Friday.He attributed the bulk of the decline to what’s happened to the market, which seems sensible. The Nasdaq Composite is off about 30% year to date, and most car-related stocks have been hit hard by rising interest rates and inflation. General Motors (GM) and Ford Motor (F) shares are off about 35% and 36%, respectively, so far this year.Twitter is also a factor for Ferragu, who noted that perceptions of Tesla’s brand are sliding. Tesla’s net brand favorability score, which is positive opinions minus negative opinions, is down about six to 10 percentage points, hovering around 20%. That tops the the U.S. government’s score, which is less than zero, according to Ferragu’s data.Ferragu rates Tesla stock at Buy with a Street-high price target of $530, according to FactSet.“Impact on brand perception in the general public is visible and material, but it is very unlikely to affect materially buying behaviors in the near term,” Ferragu tellsBarron’sin an emailed statement, adding “it will turn fast.”Just how long a temporary impact will last is anyone’s guess. The Twitter overhang led Wedbush analyst Dan Ives to cut $50 off his price target for Tesla stock in November, leaving it at $250. He has called Twitter an albatross for Tesla stock, but still rates shares at Buy.“Tweet by tweet, Musk creates more of an overhang on Tesla,” Ives toldBarron’sFriday by email. “The Musk Twitter fiasco a darkening black cloud over the story. Perception is reality for the Street for now on Tesla.”Tesla CEO Elon Musk ‘s recent tweets include shots at competitors, discussions of election interference by Twitter, disapproval of the Federal Reserve’s interest-rate policy, and claims of media bias. Those tweets were all this week.Tesla investors still get tidbits about the car company from Musk’s tweeting. He responded to Ferragu’s thread, commenting that margin loans of Tesla stock don’t make sense in this weakening economic environment.That’s a bit of good news for Tesla shareholders who don’t like Musk selling Tesla stock, and don’t want any sales tied to margin calls. Still, the possibility of Musk selling stock to help fund Twitter remains part of the overall overhang. Ferragu dismissed Musk selling Tesla stock as a long-term risk, though, writing that the sales would be “negligible to the market cap and trading volumes of [Tesla].”If Musk’s stock sales aren’t the main cause of the overhang on the Tesla brand and shares, then that leaves the toll that Twitter takes on Musk’s full attention. Whatever the source, the impact is real.Coming into Thursday, Tesla shares had declined about 23% since Musk completed the purchase of the social medial platform. The Nasdaq Composite has risen about 3% over the same span.The spread is growing. It was negligible until early November, when Musk sold more Tesla stock after the deal close—a surprise to investors. After the sale, the spread was about 20 percentage points. It moved as high as 26 points this week, but had slipped back to 22 points as of the close of trading on Friday.Tesla stock has been cut almost in half year to date. If Tesla stock were at the level it sold for before Musk completed the Twitter purchase, it would be off about 34% year to date, in line with GM and Ford stock.The performance gap between Tesla and the rest of the car industry is the gain that investors can expect from Tesla stock if the Twitter overhang ever lifts.That would put Tesla stock at roughly $225 a share. Investors hope for that rally soon.Tesla stock closed 3.2% higher on Friday. TheS&P 500 and the Nasdaq Composite both lost 0.7%.The stock snapped a four-day losing streak that cost investors about 11%. Tesla stock is now down about 8% for the week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960206407,"gmtCreate":1668158936809,"gmtModify":1676538022526,"author":{"id":"3583887401916273","authorId":"3583887401916273","name":"Susan88888","avatar":"https://static.tigerbbs.com/d74c900c95b482a69247efbcc9f99e7f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583887401916273","authorIdStr":"3583887401916273"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9960206407","repostId":"1129448010","repostType":4,"repost":{"id":"1129448010","kind":"news","pubTimestamp":1668180841,"share":"https://ttm.financial/m/news/1129448010?lang=&edition=fundamental","pubTime":"2022-11-11 23:34","market":"us","language":"en","title":"CPI: A Relief For Markets But Details Only Moderately Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1129448010","media":"Seeking Alpha","summary":"SummaryWe summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI)","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>We summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics (BLS).</li><li>All Items and Core CPI inflation were significantly below expectations.</li><li>Results were significantly impacted by &#34;one-off&#34; results in a few volatile items.</li><li>Overall, the report should be received with &#34;relief&#34; by bond and equity markets.  This month’s CPI should provide a &#34;window of opportunity&#34; - all other factors remaining equal - for bond and stock markets to rally between now and the next CPI report.</li></ul><p><b>Summary Data and Analysis</b></p><p>Figure 1 below highlights key summary data and analysis for this month’s All Items CPI.</p><p><b>Figure 1: All Items: Change, Acceleration, Expectations &amp; Surprise</b></p><p><img src=\"https://static.tigerbbs.com/ac944013c561cbd51419e48b3b0191d4\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/></p><p>All Items CPI(BLS, Investor Acumen)</p><p><i>Source: BLS, Investing.com, Investor Acumen</i></p><p>As can be seen above, All-Items CPI decelerated significantly and significantly surprised to the downside.</p><p>Figure 2 below highlights key summary data and analysis for this month’s Core CPI.</p><p><b>Figure 2: Core: Change, Acceleration, Expectations &amp; Surprise</b></p><p><img src=\"https://static.tigerbbs.com/6f264b104d5a955d3fb515054f5dece2\" tg-width=\"640\" tg-height=\"201\" referrerpolicy=\"no-referrer\"/></p><p>Core CPI(BLS, Investor Acumen)</p><p><i>Source: BLS, Investing.com, Investor Acumen</i></p><p>As can be seen above, Core CPI also decelerated significantly, providing a significant downside surprise.</p><p><b>Analysis of Contributions of Key Aggregate Components of CPI</b></p><p>In Figure 3, we display the contributions to CPI inflation of five major aggregate components to the MoM (month-over-month) change in CPI and the MoM acceleration of CPI.</p><p><b>Figure 3: Analysis of Key Aggregate Components of CPI</b></p><p><img src=\"https://static.tigerbbs.com/8c424208ff68f6001105ee86af25625a\" tg-width=\"640\" tg-height=\"231\" referrerpolicy=\"no-referrer\"/></p><p>Aggregate CPI Component Analysis(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p>We will briefly review how to interpret the table above (as well as other tables in this report), describing each column from left to right. The first column contains the MoM percent change for the current month. The second column contains the MoM percent change in the prior month. The third column contains the MoM acceleration – i.e. the difference between the percent change this month minus the percent change last month. The fourth column contains the Cumulative Contribution to the percent MoM change of CPI. This describes exactly how much each component contributed to the cumulative All Items MoM percent change in CPI. The sum of the values in this column will yield the MoM percent change of All Items CPI (with minor discrepancy due to rounding). Finally, the rightmost column contains the Cumulative Contribution to MoM Acceleration of All Items CPI. The sum of the contributions in this column adds up to the MoM Acceleration of All Items CPI. Although all five columns provide important information, we recommend that readers pay special attention to the rightmost column (Cumulative Contribution to Acceleration) as it reveals exactly what drove the MoM acceleration/deceleration in CPI during the current month compared to the prior month.</p><p>As can be seen in the table above, Core Services ex Housing and Core Goods decelerated very significantly, accounting for most of the overall deceleration in CPI. More details will be provided below.</p><p><b>Analysis of CPI Components that Contributed Most to Change &amp; Acceleration of CPI</b></p><p>In the following section, we perform the same contribution analysis as above, but at a more granular level of detail. In Figure 4 below, we list the top 10 CPI components (most granular level) that contributed negatively and positively to the MoM percent change in All Items CPI. These contributions take into account both the magnitude of the MoM change in each component as well as the weight of each component in All Items CPI.</p><p><b>Figure 4: Top Contributors to MoM Percent Change</b></p><p><img src=\"https://static.tigerbbs.com/1c5eb11c7ef16be2432eb9d0345e7896\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Top CPI Contributors(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p>One thing that emerges from this analysis is that a significant share of the deceleration of core CPI this month came from relatively volatile items, that might be considered &#34;one-offs&#34;. For example, the significant decline in new and used car prices and health insurance may not be representative of core inflationary dynamics.</p><p>In Figure 5 below, we list the top 10 CPI components, at the most granular level, that contributed negatively and positively to the MoM acceleration (expressed in percent change) of All Items CPI. These contributions take into account both the magnitude of the MoM accelerations in the components as well as the weight of each component All Items CPI.</p><p><b>Figure 5: Top Contributors to MoM Acceleration</b></p><p><img src=\"https://static.tigerbbs.com/12530cb431b76e29e34a948288b58b42\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Top CPI Acceleration Contributors(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p>As can be seen above, new and used cars, utilities and health insurance accounted for 0.26% of CPI deceleration -- the lion-share of deceleration and &#34;surprise&#34; for the month.</p><p>Also, somewhat notable, was the deceleration in Owner&#39;s Equivalent rent as well as Rent of Primary Residence -- both decelerating by 0.1% relative to last month. This indicates that housing inflation may possibly have peaked for this cycle and could be headed in a downward direction.</p><p>It is worthwhile to examine tables 4 and 5 above carefully as they are likely to include most or all of the items which surprised forecasters during the month.</p><p><b>Top Movers</b></p><p>In Figure 6 below, for general interest purposes, we show the components with the largest positive and negative MoM change (%). The YoY change in these particular components is to the right.</p><p><b>Figure 6: Top Movers MoM Percent Change</b></p><p><img src=\"https://static.tigerbbs.com/d770ddfdf887ba1577ae1e942d27d45e\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>Top CPI Movers(BLS, Investor Acumen)</p><p><i>Source: BLS, Investor Acumen</i></p><p><b>Implications for Policy and Economic Performance</b></p><p>In this section, we review the potential implications of this month’s CPI report on policy (monetary &amp; or fiscal) and the overall outlook for the US economy.</p><p><b>Impact on Policy.</b> On the margin, this month’s deceleration of All-Items and Core CPI incrementally decreases pressure on the Fed to tighten overall financial conditions more than markets have expected. In fact, today’s numbers may tend to lower market expectations regarding how much (“terminal rate”), how fast and for how long the Fed may increase the Federal Funds interest rate.</p><p><b>Impact on Economic Performance.</b> On the margin, the numbers may lead to speculation that inflation has peaked and is heading down in the intermediate term. This will take pressure off of interest rates across the economy such as mortgage interest rates. This could alleviate some of the headwinds that the economy has recently been experiencing, particularly in interest rate sensitive sectors.</p><p><b>Potential Financial Markets’ Impact</b></p><p>The CPI report, on the margin, will likely decrease risk perceptions regarding the probability of the Fed being forced to tighten monetary policy to a degree that would induce recession. In particular, market expectations of the Fed’s so-called “terminal rate” may decrease. This would cause the cost of financing across the economy to decrease and overall financial conditions to ease somewhat. This should provide a positive boost for both bond and equity markets.</p><p>This month&#39;s report may provide a “window of opportunity” for bonds and stocks to rise during the next month, until the next CPI report comes out.</p><p>I would caution that the internal details of this report, although generally positive, may not be quite as bullish as they appear on the surface. Much of the deceleration in both All-Items CPI and Core CPI was due to a few volatile components, which may not be representative of underlying inflationary trends. Still, this is the best news on inflation that the market has had in quite a while, and a significant relief rally in stocks and bonds can probably be expected.</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>CPI: A Relief For Markets But Details Only Moderately Bullish</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\">\nCPI: A Relief For Markets But Details Only Moderately Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-11 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555901-cpi-relief-for-markets-but-only-moderately-bullish><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWe summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics (BLS).All Items and Core CPI inflation were ...</p>\n\n<a href=\"https://seekingalpha.com/article/4555901-cpi-relief-for-markets-but-only-moderately-bullish\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4555901-cpi-relief-for-markets-but-only-moderately-bullish","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129448010","content_text":"SummaryWe summarize key data and provide in-depth analysis of the monthly Consumer Price Index (CPI) report released by the U.S. Bureau of Labor Statistics (BLS).All Items and Core CPI inflation were significantly below expectations.Results were significantly impacted by \"one-off\" results in a few volatile items.Overall, the report should be received with \"relief\" by bond and equity markets.  This month’s CPI should provide a \"window of opportunity\" - all other factors remaining equal - for bond and stock markets to rally between now and the next CPI report.Summary Data and AnalysisFigure 1 below highlights key summary data and analysis for this month’s All Items CPI.Figure 1: All Items: Change, Acceleration, Expectations & SurpriseAll Items CPI(BLS, Investor Acumen)Source: BLS, Investing.com, Investor AcumenAs can be seen above, All-Items CPI decelerated significantly and significantly surprised to the downside.Figure 2 below highlights key summary data and analysis for this month’s Core CPI.Figure 2: Core: Change, Acceleration, Expectations & SurpriseCore CPI(BLS, Investor Acumen)Source: BLS, Investing.com, Investor AcumenAs can be seen above, Core CPI also decelerated significantly, providing a significant downside surprise.Analysis of Contributions of Key Aggregate Components of CPIIn Figure 3, we display the contributions to CPI inflation of five major aggregate components to the MoM (month-over-month) change in CPI and the MoM acceleration of CPI.Figure 3: Analysis of Key Aggregate Components of CPIAggregate CPI Component Analysis(BLS, Investor Acumen)Source: BLS, Investor AcumenWe will briefly review how to interpret the table above (as well as other tables in this report), describing each column from left to right. The first column contains the MoM percent change for the current month. The second column contains the MoM percent change in the prior month. The third column contains the MoM acceleration – i.e. the difference between the percent change this month minus the percent change last month. The fourth column contains the Cumulative Contribution to the percent MoM change of CPI. This describes exactly how much each component contributed to the cumulative All Items MoM percent change in CPI. The sum of the values in this column will yield the MoM percent change of All Items CPI (with minor discrepancy due to rounding). Finally, the rightmost column contains the Cumulative Contribution to MoM Acceleration of All Items CPI. The sum of the contributions in this column adds up to the MoM Acceleration of All Items CPI. Although all five columns provide important information, we recommend that readers pay special attention to the rightmost column (Cumulative Contribution to Acceleration) as it reveals exactly what drove the MoM acceleration/deceleration in CPI during the current month compared to the prior month.As can be seen in the table above, Core Services ex Housing and Core Goods decelerated very significantly, accounting for most of the overall deceleration in CPI. More details will be provided below.Analysis of CPI Components that Contributed Most to Change & Acceleration of CPIIn the following section, we perform the same contribution analysis as above, but at a more granular level of detail. In Figure 4 below, we list the top 10 CPI components (most granular level) that contributed negatively and positively to the MoM percent change in All Items CPI. These contributions take into account both the magnitude of the MoM change in each component as well as the weight of each component in All Items CPI.Figure 4: Top Contributors to MoM Percent ChangeTop CPI Contributors(BLS, Investor Acumen)Source: BLS, Investor AcumenOne thing that emerges from this analysis is that a significant share of the deceleration of core CPI this month came from relatively volatile items, that might be considered \"one-offs\". For example, the significant decline in new and used car prices and health insurance may not be representative of core inflationary dynamics.In Figure 5 below, we list the top 10 CPI components, at the most granular level, that contributed negatively and positively to the MoM acceleration (expressed in percent change) of All Items CPI. These contributions take into account both the magnitude of the MoM accelerations in the components as well as the weight of each component All Items CPI.Figure 5: Top Contributors to MoM AccelerationTop CPI Acceleration Contributors(BLS, Investor Acumen)Source: BLS, Investor AcumenAs can be seen above, new and used cars, utilities and health insurance accounted for 0.26% of CPI deceleration -- the lion-share of deceleration and \"surprise\" for the month.Also, somewhat notable, was the deceleration in Owner's Equivalent rent as well as Rent of Primary Residence -- both decelerating by 0.1% relative to last month. This indicates that housing inflation may possibly have peaked for this cycle and could be headed in a downward direction.It is worthwhile to examine tables 4 and 5 above carefully as they are likely to include most or all of the items which surprised forecasters during the month.Top MoversIn Figure 6 below, for general interest purposes, we show the components with the largest positive and negative MoM change (%). The YoY change in these particular components is to the right.Figure 6: Top Movers MoM Percent ChangeTop CPI Movers(BLS, Investor Acumen)Source: BLS, Investor AcumenImplications for Policy and Economic PerformanceIn this section, we review the potential implications of this month’s CPI report on policy (monetary & or fiscal) and the overall outlook for the US economy.Impact on Policy. On the margin, this month’s deceleration of All-Items and Core CPI incrementally decreases pressure on the Fed to tighten overall financial conditions more than markets have expected. In fact, today’s numbers may tend to lower market expectations regarding how much (“terminal rate”), how fast and for how long the Fed may increase the Federal Funds interest rate.Impact on Economic Performance. On the margin, the numbers may lead to speculation that inflation has peaked and is heading down in the intermediate term. This will take pressure off of interest rates across the economy such as mortgage interest rates. This could alleviate some of the headwinds that the economy has recently been experiencing, particularly in interest rate sensitive sectors.Potential Financial Markets’ ImpactThe CPI report, on the margin, will likely decrease risk perceptions regarding the probability of the Fed being forced to tighten monetary policy to a degree that would induce recession. In particular, market expectations of the Fed’s so-called “terminal rate” may decrease. This would cause the cost of financing across the economy to decrease and overall financial conditions to ease somewhat. This should provide a positive boost for both bond and equity markets.This month's report may provide a “window of opportunity” for bonds and stocks to rise during the next month, until the next CPI report comes out.I would caution that the internal details of this report, although generally positive, may not be quite as bullish as they appear on the surface. Much of the deceleration in both All-Items CPI and Core CPI was due to a few volatile components, which may not be representative of underlying inflationary trends. Still, this is the best news on inflation that the market has had in quite a while, and a significant relief rally in stocks and bonds can probably be expected.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}