Jeff_Roar personal page - To The Moon

Jeff_Roar

No personal profile

17Follow

5Followers

0Topic

0Badge

2022-01-24

Upup

Apple Earnings Are Coming: What to Watch

2022-01-11

Hanging there

Sorry, the original content has been removed

2022-01-06

Long term

Sorry, the original content has been removed

2022-01-06

Ok

Sorry, the original content has been removed

2022-01-06

Observing

Sorry, the original content has been removed

2022-01-02

Like

If I Could Buy Only 1 Stock in 2022, This Would Be It

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3583975252360492","uuid":"3583975252360492","gmtCreate":1621417677097,"gmtModify":1621417677097,"name":"Jeff_Roar","pinyin":"jeffroarjeffroar","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":17,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","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":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.10.04","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"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":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"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":"post","tweets":[{"id":9090031369,"gmtCreate":1643032801424,"gmtModify":1676533766629,"author":{"id":"3583975252360492","authorId":"3583975252360492","name":"Jeff_Roar","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583975252360492","authorIdStr":"3583975252360492"},"themes":[],"htmlText":"Upup","listText":"Upup","text":"Upup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090031369","repostId":"1194893206","repostType":2,"repost":{"id":"1194893206","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":1642411859,"share":"https://ttm.financial/m/news/1194893206?lang=&edition=fundamental","pubTime":"2022-01-17 17:30","market":"us","language":"en","title":"Apple Earnings Are Coming: What to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1194893206","media":"Tiger Newspress","summary":"Apple will report its first fiscal quarter of 2022 (fourth calendar quarter) results after market cl","content":"<html><head></head><body><p>Apple will report its first fiscal quarter of 2022 (fourth calendar quarter) results after market close on Thursday, Jan. 27.</p><p>The first quarter earnings call will give us insight into sales of the iPhone 13 models, AirPods 3, M1 Pro and Max MacBooks, and other devices during the holiday quarter that ended in December. Apple CEO Tim Cook last quarter said that supply constraints caused by chip shortages had cost Apple $6 billion, and the chip shortages and supply issues are also expected to impact Apple&#39;s first quarter earnings results.</p><p>Ahead of the earnings report, here&#39;s a close look at some of the areas investors may want to check on.</p><p><b>Revenue growth</b></p><p>Analysts have big expectations for Apple&#39;s top line. On average, they expect revenue of $118 billion for the quarter. Though this only represents about 6% year-over-year growth, it&#39;s a bullish forecast when you put it into context. First, consider the tough comparison Apple is up against. Revenue in the year-ago period rose 29% year over year. Second, supply constraints and logistical challenges in the company&#39;s most recently reported quarter were so great that management opted to refrain from providing specific revenue guidance for fiscal Q1, coinciding with the fourth calendar quarter. In addition, Apple management said it expected the pain from supply challenges to persist in fiscal Q1.</p><p>&#34;We estimate the impact from supply constraints will be larger during the December quarter,&#34; management said in the company&#39;s fiscal fourth-quarter earnings call.</p><p>But if Apple does a good job of mitigating supply chain challenges, the December quarter could be quite impressive; management said Apple was seeing &#34;high demand&#34; for its products. In addition, management said it expects &#34;revenue for each product category to grow on a year-over-year basis, except for iPad, which we expect to decline year over year due to supply constraints.&#34;</p><p><b>Earnings per share</b></p><p>Analysts expect Apple&#39;s earnings per share to grow even faster than revenue. On average, analysts are modeling for earnings per share of $1.88, representing year-over-year growth of 12%.</p><p>Apple&#39;s earnings per share typically grow faster than its revenue because of the company&#39;s aggressive share repurchases. By reducing total share count over time, Apple&#39;s net income is spread across a shrinking number of shares, contributing to earnings-per-share growth.</p><p><b>Revenue guidance</b></p><p>Another important metric investors will probably look to is management&#39;s guidance for its fiscal second-quarter revenue. Currently, analysts seem to have a very conservative view for the quarter, with the consensus estimate calling for revenue of $90.4 billion. That&#39;s only slightly above the $89.6 billion of revenue the company reported in the second quarter of fiscal 2021.</p><p>Just as was the case for fiscal Q1, the light revenue forecast stems from Apple&#39;s tough year-ago comparisons and an uncertain operating environment. But it&#39;s possible analysts are being too conservative.</p><p>Overall, supply chain and logistical challenges mean that Apple&#39;s upcoming earnings report is a bit of a wildcard; Apple&#39;s business performance could be anywhere from poor to outstanding relative to analyst estimates. But in order for the company to keep investors excited, Apple will likely have to report revenue, earnings per share, and revenue guidance ahead of analysts&#39; estimates.</p><p><b>Apple Analysts Boost Targets Ahead of Earnings</b></p><p>Analysts continue to crank out bullish notes about Apple‘s outlook ahead of the tech giant’s earnings report.</p><p>Apple had a big run in late 2021, pushing the stock close to the $3 trillion market capitalization level, a milestone no company has previously reached. Bulls think results for the fiscal first quarter ended Dec. 31 could spur the stock to finally eclipse that hurdle.</p><p>Loop Capital Markets analyst Ananda Baruah repeated his Buy rating on Apple shares, lifting his price target to $210, from $165. He believes the company will surpass Street expectations both on iPhone units sold and for average selling prices in fiscal 2022. Apple could post 10% to 15% growth in both iPhone and overall revenue this year, he writes, which would be well ahead of the Street consensus forecast for 4.4% growth.</p><p>Baruah estimates December-quarter iPhone units were in the 84-to-85-million-unit range, above the Street consensus at 81 million. Driven by strong iPhone sales, he’s modeling December-quarter revenue of $122 billion and profits of $1.95 a share, above consensus at $118 billion and $1.88 a share. He also thinks the Street consensus on calendar 2022 iPhone production is too low—he’s expecting 243 million to 245 million, with the Street at 240 million.</p><p>Piper Sandler analyst Harsh Kumar likewise repeated his Overweight rating on Apple shares, while lifting his price target to $200 from $175. “We believe Apple has a favorable set-up for 2022,” he writes in a research note. “We believe iPhone momentum will continue due to 5G adoption, particularly in the United States and China. In addition, we see growth in services and wearables offsetting some of our growth concerns in Mac and iPads.”</p><p>Kumar adds that he sees healthcare and autos as “the next major growth markets for the company.” The move into those markets, he says, should set up the company to expand its valuation to $4 trillion and beyond.</p><p>“We expect the upcoming earnings print for Dec-Q (F1Q) to feature some of the headwinds from the slow supply chain ramp in relation to new products, which will limit the magnitude of upside; although, we expect a modest beat nevertheless, led by better iPhone shipments,” JPMorgan’s Samik Chatterjee said in a note.</p><p>Production disruptions due to Covid outbreaks have impacted companies across industries in the past year, but JPMorgan sees supply recovering for Apple in the fiscal second quarter.</p><p>Improved supply and persistently strong demand should lead to above-seasonal iPhone revenue, JPMorgan said. The firm expects Apple to ship 61 million iPhones in the fiscal second quarter, translating to $49.2 billion of sales.</p><p>While JPMorgan says Apple shares are not cheap relative earnings, the firm believes the company’s positive outlook for the year should keep investors happy.</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 Earnings Are Coming: What to Watch</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 Earnings Are Coming: What to Watch\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\">2022-01-17 17:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple will report its first fiscal quarter of 2022 (fourth calendar quarter) results after market close on Thursday, Jan. 27.</p><p>The first quarter earnings call will give us insight into sales of the iPhone 13 models, AirPods 3, M1 Pro and Max MacBooks, and other devices during the holiday quarter that ended in December. Apple CEO Tim Cook last quarter said that supply constraints caused by chip shortages had cost Apple $6 billion, and the chip shortages and supply issues are also expected to impact Apple&#39;s first quarter earnings results.</p><p>Ahead of the earnings report, here&#39;s a close look at some of the areas investors may want to check on.</p><p><b>Revenue growth</b></p><p>Analysts have big expectations for Apple&#39;s top line. On average, they expect revenue of $118 billion for the quarter. Though this only represents about 6% year-over-year growth, it&#39;s a bullish forecast when you put it into context. First, consider the tough comparison Apple is up against. Revenue in the year-ago period rose 29% year over year. Second, supply constraints and logistical challenges in the company&#39;s most recently reported quarter were so great that management opted to refrain from providing specific revenue guidance for fiscal Q1, coinciding with the fourth calendar quarter. In addition, Apple management said it expected the pain from supply challenges to persist in fiscal Q1.</p><p>&#34;We estimate the impact from supply constraints will be larger during the December quarter,&#34; management said in the company&#39;s fiscal fourth-quarter earnings call.</p><p>But if Apple does a good job of mitigating supply chain challenges, the December quarter could be quite impressive; management said Apple was seeing &#34;high demand&#34; for its products. In addition, management said it expects &#34;revenue for each product category to grow on a year-over-year basis, except for iPad, which we expect to decline year over year due to supply constraints.&#34;</p><p><b>Earnings per share</b></p><p>Analysts expect Apple&#39;s earnings per share to grow even faster than revenue. On average, analysts are modeling for earnings per share of $1.88, representing year-over-year growth of 12%.</p><p>Apple&#39;s earnings per share typically grow faster than its revenue because of the company&#39;s aggressive share repurchases. By reducing total share count over time, Apple&#39;s net income is spread across a shrinking number of shares, contributing to earnings-per-share growth.</p><p><b>Revenue guidance</b></p><p>Another important metric investors will probably look to is management&#39;s guidance for its fiscal second-quarter revenue. Currently, analysts seem to have a very conservative view for the quarter, with the consensus estimate calling for revenue of $90.4 billion. That&#39;s only slightly above the $89.6 billion of revenue the company reported in the second quarter of fiscal 2021.</p><p>Just as was the case for fiscal Q1, the light revenue forecast stems from Apple&#39;s tough year-ago comparisons and an uncertain operating environment. But it&#39;s possible analysts are being too conservative.</p><p>Overall, supply chain and logistical challenges mean that Apple&#39;s upcoming earnings report is a bit of a wildcard; Apple&#39;s business performance could be anywhere from poor to outstanding relative to analyst estimates. But in order for the company to keep investors excited, Apple will likely have to report revenue, earnings per share, and revenue guidance ahead of analysts&#39; estimates.</p><p><b>Apple Analysts Boost Targets Ahead of Earnings</b></p><p>Analysts continue to crank out bullish notes about Apple‘s outlook ahead of the tech giant’s earnings report.</p><p>Apple had a big run in late 2021, pushing the stock close to the $3 trillion market capitalization level, a milestone no company has previously reached. Bulls think results for the fiscal first quarter ended Dec. 31 could spur the stock to finally eclipse that hurdle.</p><p>Loop Capital Markets analyst Ananda Baruah repeated his Buy rating on Apple shares, lifting his price target to $210, from $165. He believes the company will surpass Street expectations both on iPhone units sold and for average selling prices in fiscal 2022. Apple could post 10% to 15% growth in both iPhone and overall revenue this year, he writes, which would be well ahead of the Street consensus forecast for 4.4% growth.</p><p>Baruah estimates December-quarter iPhone units were in the 84-to-85-million-unit range, above the Street consensus at 81 million. Driven by strong iPhone sales, he’s modeling December-quarter revenue of $122 billion and profits of $1.95 a share, above consensus at $118 billion and $1.88 a share. He also thinks the Street consensus on calendar 2022 iPhone production is too low—he’s expecting 243 million to 245 million, with the Street at 240 million.</p><p>Piper Sandler analyst Harsh Kumar likewise repeated his Overweight rating on Apple shares, while lifting his price target to $200 from $175. “We believe Apple has a favorable set-up for 2022,” he writes in a research note. “We believe iPhone momentum will continue due to 5G adoption, particularly in the United States and China. In addition, we see growth in services and wearables offsetting some of our growth concerns in Mac and iPads.”</p><p>Kumar adds that he sees healthcare and autos as “the next major growth markets for the company.” The move into those markets, he says, should set up the company to expand its valuation to $4 trillion and beyond.</p><p>“We expect the upcoming earnings print for Dec-Q (F1Q) to feature some of the headwinds from the slow supply chain ramp in relation to new products, which will limit the magnitude of upside; although, we expect a modest beat nevertheless, led by better iPhone shipments,” JPMorgan’s Samik Chatterjee said in a note.</p><p>Production disruptions due to Covid outbreaks have impacted companies across industries in the past year, but JPMorgan sees supply recovering for Apple in the fiscal second quarter.</p><p>Improved supply and persistently strong demand should lead to above-seasonal iPhone revenue, JPMorgan said. The firm expects Apple to ship 61 million iPhones in the fiscal second quarter, translating to $49.2 billion of sales.</p><p>While JPMorgan says Apple shares are not cheap relative earnings, the firm believes the company’s positive outlook for the year should keep investors happy.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194893206","content_text":"Apple will report its first fiscal quarter of 2022 (fourth calendar quarter) results after market close on Thursday, Jan. 27.The first quarter earnings call will give us insight into sales of the iPhone 13 models, AirPods 3, M1 Pro and Max MacBooks, and other devices during the holiday quarter that ended in December. Apple CEO Tim Cook last quarter said that supply constraints caused by chip shortages had cost Apple $6 billion, and the chip shortages and supply issues are also expected to impact Apple's first quarter earnings results.Ahead of the earnings report, here's a close look at some of the areas investors may want to check on.Revenue growthAnalysts have big expectations for Apple's top line. On average, they expect revenue of $118 billion for the quarter. Though this only represents about 6% year-over-year growth, it's a bullish forecast when you put it into context. First, consider the tough comparison Apple is up against. Revenue in the year-ago period rose 29% year over year. Second, supply constraints and logistical challenges in the company's most recently reported quarter were so great that management opted to refrain from providing specific revenue guidance for fiscal Q1, coinciding with the fourth calendar quarter. In addition, Apple management said it expected the pain from supply challenges to persist in fiscal Q1.\"We estimate the impact from supply constraints will be larger during the December quarter,\" management said in the company's fiscal fourth-quarter earnings call.But if Apple does a good job of mitigating supply chain challenges, the December quarter could be quite impressive; management said Apple was seeing \"high demand\" for its products. In addition, management said it expects \"revenue for each product category to grow on a year-over-year basis, except for iPad, which we expect to decline year over year due to supply constraints.\"Earnings per shareAnalysts expect Apple's earnings per share to grow even faster than revenue. On average, analysts are modeling for earnings per share of $1.88, representing year-over-year growth of 12%.Apple's earnings per share typically grow faster than its revenue because of the company's aggressive share repurchases. By reducing total share count over time, Apple's net income is spread across a shrinking number of shares, contributing to earnings-per-share growth.Revenue guidanceAnother important metric investors will probably look to is management's guidance for its fiscal second-quarter revenue. Currently, analysts seem to have a very conservative view for the quarter, with the consensus estimate calling for revenue of $90.4 billion. That's only slightly above the $89.6 billion of revenue the company reported in the second quarter of fiscal 2021.Just as was the case for fiscal Q1, the light revenue forecast stems from Apple's tough year-ago comparisons and an uncertain operating environment. But it's possible analysts are being too conservative.Overall, supply chain and logistical challenges mean that Apple's upcoming earnings report is a bit of a wildcard; Apple's business performance could be anywhere from poor to outstanding relative to analyst estimates. But in order for the company to keep investors excited, Apple will likely have to report revenue, earnings per share, and revenue guidance ahead of analysts' estimates.Apple Analysts Boost Targets Ahead of EarningsAnalysts continue to crank out bullish notes about Apple‘s outlook ahead of the tech giant’s earnings report.Apple had a big run in late 2021, pushing the stock close to the $3 trillion market capitalization level, a milestone no company has previously reached. Bulls think results for the fiscal first quarter ended Dec. 31 could spur the stock to finally eclipse that hurdle.Loop Capital Markets analyst Ananda Baruah repeated his Buy rating on Apple shares, lifting his price target to $210, from $165. He believes the company will surpass Street expectations both on iPhone units sold and for average selling prices in fiscal 2022. Apple could post 10% to 15% growth in both iPhone and overall revenue this year, he writes, which would be well ahead of the Street consensus forecast for 4.4% growth.Baruah estimates December-quarter iPhone units were in the 84-to-85-million-unit range, above the Street consensus at 81 million. Driven by strong iPhone sales, he’s modeling December-quarter revenue of $122 billion and profits of $1.95 a share, above consensus at $118 billion and $1.88 a share. He also thinks the Street consensus on calendar 2022 iPhone production is too low—he’s expecting 243 million to 245 million, with the Street at 240 million.Piper Sandler analyst Harsh Kumar likewise repeated his Overweight rating on Apple shares, while lifting his price target to $200 from $175. “We believe Apple has a favorable set-up for 2022,” he writes in a research note. “We believe iPhone momentum will continue due to 5G adoption, particularly in the United States and China. In addition, we see growth in services and wearables offsetting some of our growth concerns in Mac and iPads.”Kumar adds that he sees healthcare and autos as “the next major growth markets for the company.” The move into those markets, he says, should set up the company to expand its valuation to $4 trillion and beyond.“We expect the upcoming earnings print for Dec-Q (F1Q) to feature some of the headwinds from the slow supply chain ramp in relation to new products, which will limit the magnitude of upside; although, we expect a modest beat nevertheless, led by better iPhone shipments,” JPMorgan’s Samik Chatterjee said in a note.Production disruptions due to Covid outbreaks have impacted companies across industries in the past year, but JPMorgan sees supply recovering for Apple in the fiscal second quarter.Improved supply and persistently strong demand should lead to above-seasonal iPhone revenue, JPMorgan said. The firm expects Apple to ship 61 million iPhones in the fiscal second quarter, translating to $49.2 billion of sales.While JPMorgan says Apple shares are not cheap relative earnings, the firm believes the company’s positive outlook for the year should keep investors happy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006788936,"gmtCreate":1641852993936,"gmtModify":1676533653263,"author":{"id":"3583975252360492","authorId":"3583975252360492","name":"Jeff_Roar","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583975252360492","authorIdStr":"3583975252360492"},"themes":[],"htmlText":"Hanging there","listText":"Hanging there","text":"Hanging there","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006788936","repostId":"1199490797","repostType":4,"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008591711,"gmtCreate":1641479180978,"gmtModify":1676533619247,"author":{"id":"3583975252360492","authorId":"3583975252360492","name":"Jeff_Roar","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583975252360492","authorIdStr":"3583975252360492"},"themes":[],"htmlText":"Long term","listText":"Long term","text":"Long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008591711","repostId":"2201619492","repostType":4,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008591860,"gmtCreate":1641479100255,"gmtModify":1676533619171,"author":{"id":"3583975252360492","authorId":"3583975252360492","name":"Jeff_Roar","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583975252360492","authorIdStr":"3583975252360492"},"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/9008591860","repostId":"1165397898","repostType":4,"isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008593508,"gmtCreate":1641478998270,"gmtModify":1676533619149,"author":{"id":"3583975252360492","authorId":"3583975252360492","name":"Jeff_Roar","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583975252360492","authorIdStr":"3583975252360492"},"themes":[],"htmlText":"Observing","listText":"Observing","text":"Observing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008593508","repostId":"1116214141","repostType":4,"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001075737,"gmtCreate":1641126748346,"gmtModify":1676533574302,"author":{"id":"3583975252360492","authorId":"3583975252360492","name":"Jeff_Roar","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583975252360492","authorIdStr":"3583975252360492"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001075737","repostId":"2200444738","repostType":4,"repost":{"id":"2200444738","kind":"highlight","pubTimestamp":1641099600,"share":"https://ttm.financial/m/news/2200444738?lang=&edition=fundamental","pubTime":"2022-01-02 13:00","market":"us","language":"en","title":"If I Could Buy Only 1 Stock in 2022, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2200444738","media":"Motley Fool","summary":"Our favorite stock picks for the coming year.","content":"<html><head></head><body><p>We&#39;re firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.</p><p>We asked some of our Fool.com contributors to whittle their favorites down to their top choice to buy in 2022 if they could only pick <a href=\"https://laohu8.com/S/AONE.U\">one</a>. Here&#39;s why <b><a href=\"https://laohu8.com/S/MMM\">3M</a></b> (NYSE:MMM), <b>Brookfield Asset Management </b>(NYSE:BAM), and <b>Brookfield Renewable</b> (NYSE:BEP)(NYSE:BEPC) topped their lists as the one stock they&#39;d buy this year. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a909bb3cfb7abaedc74cfef9296edc0a\" tg-width=\"700\" tg-height=\"423\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>A diversified giant that&#39;s still on sale</h2><p><b>Reuben Gregg Brewer (3M):</b> Benjamin Graham, renowned value investor and mentor to Warren Buffet, explains that investors are partnered with &#34;Mr. Market,&#34; a mercurial fellow prone to fits of despair and jubilation. When he&#39;s overly excited, you should consider selling to him; when he&#39;s pessimistic, you should think about buying. Right now, Mr. Market is very downbeat on diversified international industrial giant 3M. One way to see this is that the company&#39;s dividend yield, at around 3.3%, is near the top end of its historical range.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35404c30dd22bffd6cc4a1450aa485c9\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>MMM Dividend Yield data by YCharts</span></p><p>Graham had some other advice when it came to actually selecting stocks. Specifically, he argued that most investors would be wise sticking to large, financially strong companies, with strong dividend histories. 3M stacks up well on these measures. It has a market cap of $100 billion, which makes it a mega-cap stock. Its balance sheet is investment-grade rated by the major credit agencies, so it&#39;s financially strong. And it has increased its dividend annually for over 60 years, making it a very elite Dividend King.</p><p>So why is Mr. Market pessimistic? The answer is a mixture of slowing growth and some product and environmental lawsuits. These are notable problems, but they&#39;re not insurmountable. On the business front, the industrial giant&#39;s operations wax and wane over time just like any other company. Given its history and focus on innovation, it should eventually get back on a better track. As for the lawsuits, they could be costly, but it&#39;s likely that 3M will be able to handle the hit. In the end, this is an attractively priced name with a great history that is dealing with issues that seem transitory.</p><h2>A proven value creator</h2><p><b>Matt DiLallo (Brookfield Asset Management):</b> I like to invest. Because of that, I routinely purchase a variety of stocks. However, if I could only buy one in the coming year, Brookfield Asset Management would be my top choice.</p><p>For starters, I love the company&#39;s management. CEO Bruce Flatt is a personal favorite of mine. He&#39;s right up there with Warren Buffett in my book as one of the best value investors around. I enjoy reading his quarterly letter to shareholders, which Flatt fills with investing and economic insight. He&#39;s also a proven value creator. Since becoming CEO in 2002, he&#39;s helped Brookfield deliver a 15.7% total annualized return, pulverizing the <b>S&amp;P 500</b>&#39;s 10.6% total return during that time frame. </p><p>I also like the company&#39;s business model. Brookfield is a leading global alternative asset manager focused on real estate, infrastructure, and renewable energy -- three of my favorite investing themes. An investment in Brookfield provides broad exposure to those three asset classes and many more. Brookfield invests directly across those themes and manages private equity funds focused on those sectors.</p><p>Finally, Brookfield has enormous upside potential. It expects to double its fee-bearing assets under management over the next five years. Combine that with performance-based earnings on its funds and the compounding value of its balance sheet investments, and it has the potential of generating up to 25% annualized total returns over the next five years. That upside, along with all the other positives, is why I&#39;d buy Brookfield if it were the only stock I could purchase this year. </p><h2>Investors are overlooking the growth potential here</h2><p><b>Neha Chamaria</b> <b>(Brookfield Renewable)</b>: 2021 is turning out to be a record-setting year for global renewable electricity addition, but this could just be the beginning. Yet shares of one of the largest pure-play renewables companies that&#39;s growing at a steady pace have languished this year, which is why Brookfield Renewable would be at the top of my shopping list of stocks to buy in 2022.</p><p>Brookfield Renewable, in fact, generated record funds from operations (FFO) in its third quarter and believes it could grow FFO by nearly 20% per year through 2026 through a combination of organic and inorganic growth. 2021 was also a solid year in terms of growth initiatives, with Brookfield Renewable expanding its U.S. distributed-generation business by nearly five times, signing agreements to acquire multiple late-stage solar development projects in the U.S. and even making meaningful headway in the high-potential green hydrogen space.</p><p>Brookfield Renewable&#39;s current development pipeline is larger than ever, and the company is committed to growing dividends annually by 5% to 9%. That shouldn&#39;t be tough given the solid pace of growth in its FFO. That dividend growth, its dividend yield of 3.4%, and the humongous growth potential in renewable energy are the biggest reasons why I consider Brookfield Renewable a top stock for 2022.</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>If I Could Buy Only 1 Stock in 2022, This Would Be It</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\">\nIf I Could Buy Only 1 Stock in 2022, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 13:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4135":"资产管理与托管银行","BK4512":"苹果概念","BEPC":"Brookfield Renewable Corp.","MMM":"3M","BEP":"Brookfield Renewable Partners LP","BK4206":"工业集团企业","BAM":"布鲁克菲尔德资产管理","BK4133":"新能源发电业者","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200444738","content_text":"We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to their top choice to buy in 2022 if they could only pick one. Here's why 3M (NYSE:MMM), Brookfield Asset Management (NYSE:BAM), and Brookfield Renewable (NYSE:BEP)(NYSE:BEPC) topped their lists as the one stock they'd buy this year. Image source: Getty Images.A diversified giant that's still on saleReuben Gregg Brewer (3M): Benjamin Graham, renowned value investor and mentor to Warren Buffet, explains that investors are partnered with \"Mr. Market,\" a mercurial fellow prone to fits of despair and jubilation. When he's overly excited, you should consider selling to him; when he's pessimistic, you should think about buying. Right now, Mr. Market is very downbeat on diversified international industrial giant 3M. One way to see this is that the company's dividend yield, at around 3.3%, is near the top end of its historical range.MMM Dividend Yield data by YChartsGraham had some other advice when it came to actually selecting stocks. Specifically, he argued that most investors would be wise sticking to large, financially strong companies, with strong dividend histories. 3M stacks up well on these measures. It has a market cap of $100 billion, which makes it a mega-cap stock. Its balance sheet is investment-grade rated by the major credit agencies, so it's financially strong. And it has increased its dividend annually for over 60 years, making it a very elite Dividend King.So why is Mr. Market pessimistic? The answer is a mixture of slowing growth and some product and environmental lawsuits. These are notable problems, but they're not insurmountable. On the business front, the industrial giant's operations wax and wane over time just like any other company. Given its history and focus on innovation, it should eventually get back on a better track. As for the lawsuits, they could be costly, but it's likely that 3M will be able to handle the hit. In the end, this is an attractively priced name with a great history that is dealing with issues that seem transitory.A proven value creatorMatt DiLallo (Brookfield Asset Management): I like to invest. Because of that, I routinely purchase a variety of stocks. However, if I could only buy one in the coming year, Brookfield Asset Management would be my top choice.For starters, I love the company's management. CEO Bruce Flatt is a personal favorite of mine. He's right up there with Warren Buffett in my book as one of the best value investors around. I enjoy reading his quarterly letter to shareholders, which Flatt fills with investing and economic insight. He's also a proven value creator. Since becoming CEO in 2002, he's helped Brookfield deliver a 15.7% total annualized return, pulverizing the S&P 500's 10.6% total return during that time frame. I also like the company's business model. Brookfield is a leading global alternative asset manager focused on real estate, infrastructure, and renewable energy -- three of my favorite investing themes. An investment in Brookfield provides broad exposure to those three asset classes and many more. Brookfield invests directly across those themes and manages private equity funds focused on those sectors.Finally, Brookfield has enormous upside potential. It expects to double its fee-bearing assets under management over the next five years. Combine that with performance-based earnings on its funds and the compounding value of its balance sheet investments, and it has the potential of generating up to 25% annualized total returns over the next five years. That upside, along with all the other positives, is why I'd buy Brookfield if it were the only stock I could purchase this year. Investors are overlooking the growth potential hereNeha Chamaria (Brookfield Renewable): 2021 is turning out to be a record-setting year for global renewable electricity addition, but this could just be the beginning. Yet shares of one of the largest pure-play renewables companies that's growing at a steady pace have languished this year, which is why Brookfield Renewable would be at the top of my shopping list of stocks to buy in 2022.Brookfield Renewable, in fact, generated record funds from operations (FFO) in its third quarter and believes it could grow FFO by nearly 20% per year through 2026 through a combination of organic and inorganic growth. 2021 was also a solid year in terms of growth initiatives, with Brookfield Renewable expanding its U.S. distributed-generation business by nearly five times, signing agreements to acquire multiple late-stage solar development projects in the U.S. and even making meaningful headway in the high-potential green hydrogen space.Brookfield Renewable's current development pipeline is larger than ever, and the company is committed to growing dividends annually by 5% to 9%. That shouldn't be tough given the solid pace of growth in its FFO. That dividend growth, its dividend yield of 3.4%, and the humongous growth potential in renewable energy are the biggest reasons why I consider Brookfield Renewable a top stock for 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9001075737,"gmtCreate":1641126748346,"gmtModify":1676533574302,"author":{"id":"3583975252360492","authorId":"3583975252360492","name":"Jeff_Roar","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583975252360492","authorIdStr":"3583975252360492"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001075737","repostId":"2200444738","repostType":4,"repost":{"id":"2200444738","kind":"highlight","pubTimestamp":1641099600,"share":"https://ttm.financial/m/news/2200444738?lang=&edition=fundamental","pubTime":"2022-01-02 13:00","market":"us","language":"en","title":"If I Could Buy Only 1 Stock in 2022, This Would Be It","url":"https://stock-news.laohu8.com/highlight/detail?id=2200444738","media":"Motley Fool","summary":"Our favorite stock picks for the coming year.","content":"<html><head></head><body><p>We&#39;re firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.</p><p>We asked some of our Fool.com contributors to whittle their favorites down to their top choice to buy in 2022 if they could only pick <a href=\"https://laohu8.com/S/AONE.U\">one</a>. Here&#39;s why <b><a href=\"https://laohu8.com/S/MMM\">3M</a></b> (NYSE:MMM), <b>Brookfield Asset Management </b>(NYSE:BAM), and <b>Brookfield Renewable</b> (NYSE:BEP)(NYSE:BEPC) topped their lists as the one stock they&#39;d buy this year. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a909bb3cfb7abaedc74cfef9296edc0a\" tg-width=\"700\" tg-height=\"423\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>A diversified giant that&#39;s still on sale</h2><p><b>Reuben Gregg Brewer (3M):</b> Benjamin Graham, renowned value investor and mentor to Warren Buffet, explains that investors are partnered with &#34;Mr. Market,&#34; a mercurial fellow prone to fits of despair and jubilation. When he&#39;s overly excited, you should consider selling to him; when he&#39;s pessimistic, you should think about buying. Right now, Mr. Market is very downbeat on diversified international industrial giant 3M. One way to see this is that the company&#39;s dividend yield, at around 3.3%, is near the top end of its historical range.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35404c30dd22bffd6cc4a1450aa485c9\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>MMM Dividend Yield data by YCharts</span></p><p>Graham had some other advice when it came to actually selecting stocks. Specifically, he argued that most investors would be wise sticking to large, financially strong companies, with strong dividend histories. 3M stacks up well on these measures. It has a market cap of $100 billion, which makes it a mega-cap stock. Its balance sheet is investment-grade rated by the major credit agencies, so it&#39;s financially strong. And it has increased its dividend annually for over 60 years, making it a very elite Dividend King.</p><p>So why is Mr. Market pessimistic? The answer is a mixture of slowing growth and some product and environmental lawsuits. These are notable problems, but they&#39;re not insurmountable. On the business front, the industrial giant&#39;s operations wax and wane over time just like any other company. Given its history and focus on innovation, it should eventually get back on a better track. As for the lawsuits, they could be costly, but it&#39;s likely that 3M will be able to handle the hit. In the end, this is an attractively priced name with a great history that is dealing with issues that seem transitory.</p><h2>A proven value creator</h2><p><b>Matt DiLallo (Brookfield Asset Management):</b> I like to invest. Because of that, I routinely purchase a variety of stocks. However, if I could only buy one in the coming year, Brookfield Asset Management would be my top choice.</p><p>For starters, I love the company&#39;s management. CEO Bruce Flatt is a personal favorite of mine. He&#39;s right up there with Warren Buffett in my book as one of the best value investors around. I enjoy reading his quarterly letter to shareholders, which Flatt fills with investing and economic insight. He&#39;s also a proven value creator. Since becoming CEO in 2002, he&#39;s helped Brookfield deliver a 15.7% total annualized return, pulverizing the <b>S&amp;P 500</b>&#39;s 10.6% total return during that time frame. </p><p>I also like the company&#39;s business model. Brookfield is a leading global alternative asset manager focused on real estate, infrastructure, and renewable energy -- three of my favorite investing themes. An investment in Brookfield provides broad exposure to those three asset classes and many more. Brookfield invests directly across those themes and manages private equity funds focused on those sectors.</p><p>Finally, Brookfield has enormous upside potential. It expects to double its fee-bearing assets under management over the next five years. Combine that with performance-based earnings on its funds and the compounding value of its balance sheet investments, and it has the potential of generating up to 25% annualized total returns over the next five years. That upside, along with all the other positives, is why I&#39;d buy Brookfield if it were the only stock I could purchase this year. </p><h2>Investors are overlooking the growth potential here</h2><p><b>Neha Chamaria</b> <b>(Brookfield Renewable)</b>: 2021 is turning out to be a record-setting year for global renewable electricity addition, but this could just be the beginning. Yet shares of one of the largest pure-play renewables companies that&#39;s growing at a steady pace have languished this year, which is why Brookfield Renewable would be at the top of my shopping list of stocks to buy in 2022.</p><p>Brookfield Renewable, in fact, generated record funds from operations (FFO) in its third quarter and believes it could grow FFO by nearly 20% per year through 2026 through a combination of organic and inorganic growth. 2021 was also a solid year in terms of growth initiatives, with Brookfield Renewable expanding its U.S. distributed-generation business by nearly five times, signing agreements to acquire multiple late-stage solar development projects in the U.S. and even making meaningful headway in the high-potential green hydrogen space.</p><p>Brookfield Renewable&#39;s current development pipeline is larger than ever, and the company is committed to growing dividends annually by 5% to 9%. That shouldn&#39;t be tough given the solid pace of growth in its FFO. That dividend growth, its dividend yield of 3.4%, and the humongous growth potential in renewable energy are the biggest reasons why I consider Brookfield Renewable a top stock for 2022.</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>If I Could Buy Only 1 Stock in 2022, This Would Be It</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\">\nIf I Could Buy Only 1 Stock in 2022, This Would Be It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-02 13:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4135":"资产管理与托管银行","BK4512":"苹果概念","BEPC":"Brookfield Renewable Corp.","MMM":"3M","BEP":"Brookfield Renewable Partners LP","BK4206":"工业集团企业","BAM":"布鲁克菲尔德资产管理","BK4133":"新能源发电业者","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/01/01/if-i-could-buy-only-1-stock-in-2022-this-would-be/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200444738","content_text":"We're firm believers in the benefit of owning a diversified portfolio of stocks. However, we all have our favorite stocks.We asked some of our Fool.com contributors to whittle their favorites down to their top choice to buy in 2022 if they could only pick one. Here's why 3M (NYSE:MMM), Brookfield Asset Management (NYSE:BAM), and Brookfield Renewable (NYSE:BEP)(NYSE:BEPC) topped their lists as the one stock they'd buy this year. Image source: Getty Images.A diversified giant that's still on saleReuben Gregg Brewer (3M): Benjamin Graham, renowned value investor and mentor to Warren Buffet, explains that investors are partnered with \"Mr. Market,\" a mercurial fellow prone to fits of despair and jubilation. When he's overly excited, you should consider selling to him; when he's pessimistic, you should think about buying. Right now, Mr. Market is very downbeat on diversified international industrial giant 3M. One way to see this is that the company's dividend yield, at around 3.3%, is near the top end of its historical range.MMM Dividend Yield data by YChartsGraham had some other advice when it came to actually selecting stocks. Specifically, he argued that most investors would be wise sticking to large, financially strong companies, with strong dividend histories. 3M stacks up well on these measures. It has a market cap of $100 billion, which makes it a mega-cap stock. Its balance sheet is investment-grade rated by the major credit agencies, so it's financially strong. And it has increased its dividend annually for over 60 years, making it a very elite Dividend King.So why is Mr. Market pessimistic? The answer is a mixture of slowing growth and some product and environmental lawsuits. These are notable problems, but they're not insurmountable. On the business front, the industrial giant's operations wax and wane over time just like any other company. Given its history and focus on innovation, it should eventually get back on a better track. As for the lawsuits, they could be costly, but it's likely that 3M will be able to handle the hit. In the end, this is an attractively priced name with a great history that is dealing with issues that seem transitory.A proven value creatorMatt DiLallo (Brookfield Asset Management): I like to invest. Because of that, I routinely purchase a variety of stocks. However, if I could only buy one in the coming year, Brookfield Asset Management would be my top choice.For starters, I love the company's management. CEO Bruce Flatt is a personal favorite of mine. He's right up there with Warren Buffett in my book as one of the best value investors around. I enjoy reading his quarterly letter to shareholders, which Flatt fills with investing and economic insight. He's also a proven value creator. Since becoming CEO in 2002, he's helped Brookfield deliver a 15.7% total annualized return, pulverizing the S&P 500's 10.6% total return during that time frame. I also like the company's business model. Brookfield is a leading global alternative asset manager focused on real estate, infrastructure, and renewable energy -- three of my favorite investing themes. An investment in Brookfield provides broad exposure to those three asset classes and many more. Brookfield invests directly across those themes and manages private equity funds focused on those sectors.Finally, Brookfield has enormous upside potential. It expects to double its fee-bearing assets under management over the next five years. Combine that with performance-based earnings on its funds and the compounding value of its balance sheet investments, and it has the potential of generating up to 25% annualized total returns over the next five years. That upside, along with all the other positives, is why I'd buy Brookfield if it were the only stock I could purchase this year. Investors are overlooking the growth potential hereNeha Chamaria (Brookfield Renewable): 2021 is turning out to be a record-setting year for global renewable electricity addition, but this could just be the beginning. Yet shares of one of the largest pure-play renewables companies that's growing at a steady pace have languished this year, which is why Brookfield Renewable would be at the top of my shopping list of stocks to buy in 2022.Brookfield Renewable, in fact, generated record funds from operations (FFO) in its third quarter and believes it could grow FFO by nearly 20% per year through 2026 through a combination of organic and inorganic growth. 2021 was also a solid year in terms of growth initiatives, with Brookfield Renewable expanding its U.S. distributed-generation business by nearly five times, signing agreements to acquire multiple late-stage solar development projects in the U.S. and even making meaningful headway in the high-potential green hydrogen space.Brookfield Renewable's current development pipeline is larger than ever, and the company is committed to growing dividends annually by 5% to 9%. That shouldn't be tough given the solid pace of growth in its FFO. That dividend growth, its dividend yield of 3.4%, and the humongous growth potential in renewable energy are the biggest reasons why I consider Brookfield Renewable a top stock for 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090031369,"gmtCreate":1643032801424,"gmtModify":1676533766629,"author":{"id":"3583975252360492","authorId":"3583975252360492","name":"Jeff_Roar","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583975252360492","authorIdStr":"3583975252360492"},"themes":[],"htmlText":"Upup","listText":"Upup","text":"Upup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090031369","repostId":"1194893206","repostType":2,"repost":{"id":"1194893206","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":1642411859,"share":"https://ttm.financial/m/news/1194893206?lang=&edition=fundamental","pubTime":"2022-01-17 17:30","market":"us","language":"en","title":"Apple Earnings Are Coming: What to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1194893206","media":"Tiger Newspress","summary":"Apple will report its first fiscal quarter of 2022 (fourth calendar quarter) results after market cl","content":"<html><head></head><body><p>Apple will report its first fiscal quarter of 2022 (fourth calendar quarter) results after market close on Thursday, Jan. 27.</p><p>The first quarter earnings call will give us insight into sales of the iPhone 13 models, AirPods 3, M1 Pro and Max MacBooks, and other devices during the holiday quarter that ended in December. Apple CEO Tim Cook last quarter said that supply constraints caused by chip shortages had cost Apple $6 billion, and the chip shortages and supply issues are also expected to impact Apple&#39;s first quarter earnings results.</p><p>Ahead of the earnings report, here&#39;s a close look at some of the areas investors may want to check on.</p><p><b>Revenue growth</b></p><p>Analysts have big expectations for Apple&#39;s top line. On average, they expect revenue of $118 billion for the quarter. Though this only represents about 6% year-over-year growth, it&#39;s a bullish forecast when you put it into context. First, consider the tough comparison Apple is up against. Revenue in the year-ago period rose 29% year over year. Second, supply constraints and logistical challenges in the company&#39;s most recently reported quarter were so great that management opted to refrain from providing specific revenue guidance for fiscal Q1, coinciding with the fourth calendar quarter. In addition, Apple management said it expected the pain from supply challenges to persist in fiscal Q1.</p><p>&#34;We estimate the impact from supply constraints will be larger during the December quarter,&#34; management said in the company&#39;s fiscal fourth-quarter earnings call.</p><p>But if Apple does a good job of mitigating supply chain challenges, the December quarter could be quite impressive; management said Apple was seeing &#34;high demand&#34; for its products. In addition, management said it expects &#34;revenue for each product category to grow on a year-over-year basis, except for iPad, which we expect to decline year over year due to supply constraints.&#34;</p><p><b>Earnings per share</b></p><p>Analysts expect Apple&#39;s earnings per share to grow even faster than revenue. On average, analysts are modeling for earnings per share of $1.88, representing year-over-year growth of 12%.</p><p>Apple&#39;s earnings per share typically grow faster than its revenue because of the company&#39;s aggressive share repurchases. By reducing total share count over time, Apple&#39;s net income is spread across a shrinking number of shares, contributing to earnings-per-share growth.</p><p><b>Revenue guidance</b></p><p>Another important metric investors will probably look to is management&#39;s guidance for its fiscal second-quarter revenue. Currently, analysts seem to have a very conservative view for the quarter, with the consensus estimate calling for revenue of $90.4 billion. That&#39;s only slightly above the $89.6 billion of revenue the company reported in the second quarter of fiscal 2021.</p><p>Just as was the case for fiscal Q1, the light revenue forecast stems from Apple&#39;s tough year-ago comparisons and an uncertain operating environment. But it&#39;s possible analysts are being too conservative.</p><p>Overall, supply chain and logistical challenges mean that Apple&#39;s upcoming earnings report is a bit of a wildcard; Apple&#39;s business performance could be anywhere from poor to outstanding relative to analyst estimates. But in order for the company to keep investors excited, Apple will likely have to report revenue, earnings per share, and revenue guidance ahead of analysts&#39; estimates.</p><p><b>Apple Analysts Boost Targets Ahead of Earnings</b></p><p>Analysts continue to crank out bullish notes about Apple‘s outlook ahead of the tech giant’s earnings report.</p><p>Apple had a big run in late 2021, pushing the stock close to the $3 trillion market capitalization level, a milestone no company has previously reached. Bulls think results for the fiscal first quarter ended Dec. 31 could spur the stock to finally eclipse that hurdle.</p><p>Loop Capital Markets analyst Ananda Baruah repeated his Buy rating on Apple shares, lifting his price target to $210, from $165. He believes the company will surpass Street expectations both on iPhone units sold and for average selling prices in fiscal 2022. Apple could post 10% to 15% growth in both iPhone and overall revenue this year, he writes, which would be well ahead of the Street consensus forecast for 4.4% growth.</p><p>Baruah estimates December-quarter iPhone units were in the 84-to-85-million-unit range, above the Street consensus at 81 million. Driven by strong iPhone sales, he’s modeling December-quarter revenue of $122 billion and profits of $1.95 a share, above consensus at $118 billion and $1.88 a share. He also thinks the Street consensus on calendar 2022 iPhone production is too low—he’s expecting 243 million to 245 million, with the Street at 240 million.</p><p>Piper Sandler analyst Harsh Kumar likewise repeated his Overweight rating on Apple shares, while lifting his price target to $200 from $175. “We believe Apple has a favorable set-up for 2022,” he writes in a research note. “We believe iPhone momentum will continue due to 5G adoption, particularly in the United States and China. In addition, we see growth in services and wearables offsetting some of our growth concerns in Mac and iPads.”</p><p>Kumar adds that he sees healthcare and autos as “the next major growth markets for the company.” The move into those markets, he says, should set up the company to expand its valuation to $4 trillion and beyond.</p><p>“We expect the upcoming earnings print for Dec-Q (F1Q) to feature some of the headwinds from the slow supply chain ramp in relation to new products, which will limit the magnitude of upside; although, we expect a modest beat nevertheless, led by better iPhone shipments,” JPMorgan’s Samik Chatterjee said in a note.</p><p>Production disruptions due to Covid outbreaks have impacted companies across industries in the past year, but JPMorgan sees supply recovering for Apple in the fiscal second quarter.</p><p>Improved supply and persistently strong demand should lead to above-seasonal iPhone revenue, JPMorgan said. The firm expects Apple to ship 61 million iPhones in the fiscal second quarter, translating to $49.2 billion of sales.</p><p>While JPMorgan says Apple shares are not cheap relative earnings, the firm believes the company’s positive outlook for the year should keep investors happy.</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 Earnings Are Coming: What to Watch</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 Earnings Are Coming: What to Watch\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\">2022-01-17 17:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple will report its first fiscal quarter of 2022 (fourth calendar quarter) results after market close on Thursday, Jan. 27.</p><p>The first quarter earnings call will give us insight into sales of the iPhone 13 models, AirPods 3, M1 Pro and Max MacBooks, and other devices during the holiday quarter that ended in December. Apple CEO Tim Cook last quarter said that supply constraints caused by chip shortages had cost Apple $6 billion, and the chip shortages and supply issues are also expected to impact Apple&#39;s first quarter earnings results.</p><p>Ahead of the earnings report, here&#39;s a close look at some of the areas investors may want to check on.</p><p><b>Revenue growth</b></p><p>Analysts have big expectations for Apple&#39;s top line. On average, they expect revenue of $118 billion for the quarter. Though this only represents about 6% year-over-year growth, it&#39;s a bullish forecast when you put it into context. First, consider the tough comparison Apple is up against. Revenue in the year-ago period rose 29% year over year. Second, supply constraints and logistical challenges in the company&#39;s most recently reported quarter were so great that management opted to refrain from providing specific revenue guidance for fiscal Q1, coinciding with the fourth calendar quarter. In addition, Apple management said it expected the pain from supply challenges to persist in fiscal Q1.</p><p>&#34;We estimate the impact from supply constraints will be larger during the December quarter,&#34; management said in the company&#39;s fiscal fourth-quarter earnings call.</p><p>But if Apple does a good job of mitigating supply chain challenges, the December quarter could be quite impressive; management said Apple was seeing &#34;high demand&#34; for its products. In addition, management said it expects &#34;revenue for each product category to grow on a year-over-year basis, except for iPad, which we expect to decline year over year due to supply constraints.&#34;</p><p><b>Earnings per share</b></p><p>Analysts expect Apple&#39;s earnings per share to grow even faster than revenue. On average, analysts are modeling for earnings per share of $1.88, representing year-over-year growth of 12%.</p><p>Apple&#39;s earnings per share typically grow faster than its revenue because of the company&#39;s aggressive share repurchases. By reducing total share count over time, Apple&#39;s net income is spread across a shrinking number of shares, contributing to earnings-per-share growth.</p><p><b>Revenue guidance</b></p><p>Another important metric investors will probably look to is management&#39;s guidance for its fiscal second-quarter revenue. Currently, analysts seem to have a very conservative view for the quarter, with the consensus estimate calling for revenue of $90.4 billion. That&#39;s only slightly above the $89.6 billion of revenue the company reported in the second quarter of fiscal 2021.</p><p>Just as was the case for fiscal Q1, the light revenue forecast stems from Apple&#39;s tough year-ago comparisons and an uncertain operating environment. But it&#39;s possible analysts are being too conservative.</p><p>Overall, supply chain and logistical challenges mean that Apple&#39;s upcoming earnings report is a bit of a wildcard; Apple&#39;s business performance could be anywhere from poor to outstanding relative to analyst estimates. But in order for the company to keep investors excited, Apple will likely have to report revenue, earnings per share, and revenue guidance ahead of analysts&#39; estimates.</p><p><b>Apple Analysts Boost Targets Ahead of Earnings</b></p><p>Analysts continue to crank out bullish notes about Apple‘s outlook ahead of the tech giant’s earnings report.</p><p>Apple had a big run in late 2021, pushing the stock close to the $3 trillion market capitalization level, a milestone no company has previously reached. Bulls think results for the fiscal first quarter ended Dec. 31 could spur the stock to finally eclipse that hurdle.</p><p>Loop Capital Markets analyst Ananda Baruah repeated his Buy rating on Apple shares, lifting his price target to $210, from $165. He believes the company will surpass Street expectations both on iPhone units sold and for average selling prices in fiscal 2022. Apple could post 10% to 15% growth in both iPhone and overall revenue this year, he writes, which would be well ahead of the Street consensus forecast for 4.4% growth.</p><p>Baruah estimates December-quarter iPhone units were in the 84-to-85-million-unit range, above the Street consensus at 81 million. Driven by strong iPhone sales, he’s modeling December-quarter revenue of $122 billion and profits of $1.95 a share, above consensus at $118 billion and $1.88 a share. He also thinks the Street consensus on calendar 2022 iPhone production is too low—he’s expecting 243 million to 245 million, with the Street at 240 million.</p><p>Piper Sandler analyst Harsh Kumar likewise repeated his Overweight rating on Apple shares, while lifting his price target to $200 from $175. “We believe Apple has a favorable set-up for 2022,” he writes in a research note. “We believe iPhone momentum will continue due to 5G adoption, particularly in the United States and China. In addition, we see growth in services and wearables offsetting some of our growth concerns in Mac and iPads.”</p><p>Kumar adds that he sees healthcare and autos as “the next major growth markets for the company.” The move into those markets, he says, should set up the company to expand its valuation to $4 trillion and beyond.</p><p>“We expect the upcoming earnings print for Dec-Q (F1Q) to feature some of the headwinds from the slow supply chain ramp in relation to new products, which will limit the magnitude of upside; although, we expect a modest beat nevertheless, led by better iPhone shipments,” JPMorgan’s Samik Chatterjee said in a note.</p><p>Production disruptions due to Covid outbreaks have impacted companies across industries in the past year, but JPMorgan sees supply recovering for Apple in the fiscal second quarter.</p><p>Improved supply and persistently strong demand should lead to above-seasonal iPhone revenue, JPMorgan said. The firm expects Apple to ship 61 million iPhones in the fiscal second quarter, translating to $49.2 billion of sales.</p><p>While JPMorgan says Apple shares are not cheap relative earnings, the firm believes the company’s positive outlook for the year should keep investors happy.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194893206","content_text":"Apple will report its first fiscal quarter of 2022 (fourth calendar quarter) results after market close on Thursday, Jan. 27.The first quarter earnings call will give us insight into sales of the iPhone 13 models, AirPods 3, M1 Pro and Max MacBooks, and other devices during the holiday quarter that ended in December. Apple CEO Tim Cook last quarter said that supply constraints caused by chip shortages had cost Apple $6 billion, and the chip shortages and supply issues are also expected to impact Apple's first quarter earnings results.Ahead of the earnings report, here's a close look at some of the areas investors may want to check on.Revenue growthAnalysts have big expectations for Apple's top line. On average, they expect revenue of $118 billion for the quarter. Though this only represents about 6% year-over-year growth, it's a bullish forecast when you put it into context. First, consider the tough comparison Apple is up against. Revenue in the year-ago period rose 29% year over year. Second, supply constraints and logistical challenges in the company's most recently reported quarter were so great that management opted to refrain from providing specific revenue guidance for fiscal Q1, coinciding with the fourth calendar quarter. In addition, Apple management said it expected the pain from supply challenges to persist in fiscal Q1.\"We estimate the impact from supply constraints will be larger during the December quarter,\" management said in the company's fiscal fourth-quarter earnings call.But if Apple does a good job of mitigating supply chain challenges, the December quarter could be quite impressive; management said Apple was seeing \"high demand\" for its products. In addition, management said it expects \"revenue for each product category to grow on a year-over-year basis, except for iPad, which we expect to decline year over year due to supply constraints.\"Earnings per shareAnalysts expect Apple's earnings per share to grow even faster than revenue. On average, analysts are modeling for earnings per share of $1.88, representing year-over-year growth of 12%.Apple's earnings per share typically grow faster than its revenue because of the company's aggressive share repurchases. By reducing total share count over time, Apple's net income is spread across a shrinking number of shares, contributing to earnings-per-share growth.Revenue guidanceAnother important metric investors will probably look to is management's guidance for its fiscal second-quarter revenue. Currently, analysts seem to have a very conservative view for the quarter, with the consensus estimate calling for revenue of $90.4 billion. That's only slightly above the $89.6 billion of revenue the company reported in the second quarter of fiscal 2021.Just as was the case for fiscal Q1, the light revenue forecast stems from Apple's tough year-ago comparisons and an uncertain operating environment. But it's possible analysts are being too conservative.Overall, supply chain and logistical challenges mean that Apple's upcoming earnings report is a bit of a wildcard; Apple's business performance could be anywhere from poor to outstanding relative to analyst estimates. But in order for the company to keep investors excited, Apple will likely have to report revenue, earnings per share, and revenue guidance ahead of analysts' estimates.Apple Analysts Boost Targets Ahead of EarningsAnalysts continue to crank out bullish notes about Apple‘s outlook ahead of the tech giant’s earnings report.Apple had a big run in late 2021, pushing the stock close to the $3 trillion market capitalization level, a milestone no company has previously reached. Bulls think results for the fiscal first quarter ended Dec. 31 could spur the stock to finally eclipse that hurdle.Loop Capital Markets analyst Ananda Baruah repeated his Buy rating on Apple shares, lifting his price target to $210, from $165. He believes the company will surpass Street expectations both on iPhone units sold and for average selling prices in fiscal 2022. Apple could post 10% to 15% growth in both iPhone and overall revenue this year, he writes, which would be well ahead of the Street consensus forecast for 4.4% growth.Baruah estimates December-quarter iPhone units were in the 84-to-85-million-unit range, above the Street consensus at 81 million. Driven by strong iPhone sales, he’s modeling December-quarter revenue of $122 billion and profits of $1.95 a share, above consensus at $118 billion and $1.88 a share. He also thinks the Street consensus on calendar 2022 iPhone production is too low—he’s expecting 243 million to 245 million, with the Street at 240 million.Piper Sandler analyst Harsh Kumar likewise repeated his Overweight rating on Apple shares, while lifting his price target to $200 from $175. “We believe Apple has a favorable set-up for 2022,” he writes in a research note. “We believe iPhone momentum will continue due to 5G adoption, particularly in the United States and China. In addition, we see growth in services and wearables offsetting some of our growth concerns in Mac and iPads.”Kumar adds that he sees healthcare and autos as “the next major growth markets for the company.” The move into those markets, he says, should set up the company to expand its valuation to $4 trillion and beyond.“We expect the upcoming earnings print for Dec-Q (F1Q) to feature some of the headwinds from the slow supply chain ramp in relation to new products, which will limit the magnitude of upside; although, we expect a modest beat nevertheless, led by better iPhone shipments,” JPMorgan’s Samik Chatterjee said in a note.Production disruptions due to Covid outbreaks have impacted companies across industries in the past year, but JPMorgan sees supply recovering for Apple in the fiscal second quarter.Improved supply and persistently strong demand should lead to above-seasonal iPhone revenue, JPMorgan said. The firm expects Apple to ship 61 million iPhones in the fiscal second quarter, translating to $49.2 billion of sales.While JPMorgan says Apple shares are not cheap relative earnings, the firm believes the company’s positive outlook for the year should keep investors happy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006788936,"gmtCreate":1641852993936,"gmtModify":1676533653263,"author":{"id":"3583975252360492","authorId":"3583975252360492","name":"Jeff_Roar","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583975252360492","authorIdStr":"3583975252360492"},"themes":[],"htmlText":"Hanging there","listText":"Hanging there","text":"Hanging there","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006788936","repostId":"1199490797","repostType":4,"repost":{"id":"1199490797","kind":"news","pubTimestamp":1641828722,"share":"https://ttm.financial/m/news/1199490797?lang=&edition=fundamental","pubTime":"2022-01-10 23:32","market":"us","language":"en","title":"Is Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky","url":"https://stock-news.laohu8.com/highlight/detail?id=1199490797","media":"Barrons","summary":"Who needs parody cryptocurrency when car stocks are this exciting?","content":"<html><head></head><body><p>Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.</p><p>Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.</p><p>Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.</p><p>By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.</p><p>What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.</p><p>The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.</p><p>Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.</p><p>An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.</p><p>Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.</p><p>This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.</p><p>One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.</p><p>On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.</p><p>Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.</p><p>The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.</p><p>Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.</p><p>Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”</p><p>In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.</p><p>If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.</p></body></html>","source":"market_watch","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 Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky</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 Tesla Stock Headed to $1,400 or $67? Why Predicting Auto Makers’ Performance Is Tricky\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","GM":"通用汽车","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.marketwatch.com/articles/tesla-ford-rivian-gm-stock-51641597012?mod=mw_quote_news","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1199490797","content_text":"Who needs parody cryptocurrency when car stocks are this exciting? Ford Motor, General Motors, Tesla, and Rivian Automotive each had price swings of more than 10% during the first trading week of the year. This, after some heady gains for the group last year.Predicting performance from here won’t be easy. I recently spoke with one analyst who says Tesla stock (ticker: TSLA) is headed to $1,400, and another who says $67. You know what they say: Sometimes you have to agree to disagree by a factor of 20.Tesla made the first big move, jumping 13.5% on Monday after the company reported fourth-quarter deliveries of 308,600 vehicles, trouncing estimates and its own record. Next, Ford (F) gained 11.7% on Tuesday after it announced that it would raise production of its first electric pickup, the F-150 Lightning, to 150,000 units a year.By that point in the week, General Motors stock (GM) was already up 12% in anticipation of its Chevy Silverado electric pickup truck unveiling, planned for Wednesday at the Consumer Electronics Show. But on the day of the announcement, shares slipped. Maybe investors were disappointed in the delivery timing, or maybe it was because the broad market tanked on signs that interest rates could rise sooner than expected.What the Ford and Chevy pickups have in common is that they will target workers as well as suburban preeners in unblemished Carhartt jackets. Early versions will be priced around $40,000 and $100,000.The Chevy wins on electric specs—longer battery range and faster charging. But Ford wins on bringing its truck to market this spring. Chevy buyers will have to wait until spring 2023 for the cheaper truck and fall 2023 for the decked-out one. GM will also debut electric Chevy sport utility vehicles in 2023, including an Equinox that will start at $30,000.Pickup trucks could be the key to America’s electric-vehicle uptake. Last year, EVs hit an estimated 4% of total U.S. sales, up from 2%. But Europe and China are well ahead, with penetration rates in the low teens. Americans have so far had few electric choices for the types of vehicles they like to buy. Last year, the Ford F-150 led U.S. new-vehicle sales, as always. The only surprise was that the Ram 1500 pickup pulled ahead of the Chevy Silverado 1500 to be No. 2.An electric Ram will take until 2024, according to owner Stellantis (STLA), a roll-up of American, Italian, and French brands. Start-up Rivian (RIVN) says it will ship electric pickups this year, but that stock slid 11% this past Wednesday after early backer Amazon.com (AMZN) said it’s putting in an order with Ram for delivery trucks. Tesla’s Cybertruck was expected last year, but has been delayed.Pent-up vehicle demand, meanwhile, suggests that a boom is coming. Amid shortages last year, U.S. light-vehicle sales were an estimated 15.1 million units, versus closer to 17 million a year before the pandemic. Average transaction prices have soared 30% from prepandemic levels, and incentives as a percentage of prices are at record lows.This year, expect unit sales to rise only modestly, but by next year, when showrooms are full and pricing has eased, units could jump to 18 million, Credit Suisse says. EV penetration in the U.S. will double again this year to 8%, and top 50% by 2030, it adds.One risk for legacy car makers is that they will run to stand still—that they must ramp up EV units with low profit margins for now to offset coming losses in high-margin gasoline models.On the other hand, car makers could shift capacity from gasoline vehicles to electric ones ahead of customers’ willingness to make the switch. That could leave gas vehicles with high prices and profit margins, creating a long, lucrative “farewell tour,” as Morgan Stanley analyst Adam Jonas puts it.Valuations appear undemanding. Ford goes for 12 times projected earnings, despite doubling in price last year. GM sells for nine times.The bull case on Tesla is that it will do big things in both cars and adjacent markets. Philippe Houchois, who covers the stock for Jefferies, sees 35% upside from recent levels, to $1,400. Tesla lags behind legacy rivals on things like build quality and finish, but those are solvable problems, he says. It leads on software, batteries, and autonomy, which are durable advantages. He sees Tesla using software to extend the usefulness and profit potential of vehicles.Most versions of the Tesla bear case assume that the company will do well in cars, but not well enough to justify a market value above $1 trillion. For example, J.P. Morgan’s Ryan Brinkman calls his price target of $295 “not ungenerous,” even though it implies a 70% stock plunge, because it values Tesla slightly ahead of world leader Toyota Motor (TM), despite producing a tenth as many cars for now.Then there’s Gordon Johnson. He worked at large investment banks before starting GLJ Research, where he covers 20 stocks. He’s bullish on uranium stocks and bearish on cannabis, but all anyone wants to talk about, he says, is his $67 price target on Tesla. “I’ve gotten death threats,” he says. “Now I don’t even answer the phone when I have unknown calls.”In Johnson’s view, there’s no reason to assume Tesla will do well in adjacent businesses. “You could take McDonald’s and say they’re going to start selling Nikes and chairs and pianos and add those valuations,” he says. In cars, he calculates that the stock price implies a production ramp-up that no car maker could achieve. “Selling cars is not selling iPhones or shirts,” he says.If Tesla’s three-year stock gain of nearly 1,400% has shaken Johnson’s confidence, it doesn’t show. After walking me through his valuation model, he said he’s concerned that his price target might be too high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008593508,"gmtCreate":1641478998270,"gmtModify":1676533619149,"author":{"id":"3583975252360492","authorId":"3583975252360492","name":"Jeff_Roar","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583975252360492","authorIdStr":"3583975252360492"},"themes":[],"htmlText":"Observing","listText":"Observing","text":"Observing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008593508","repostId":"1116214141","repostType":4,"repost":{"id":"1116214141","kind":"news","pubTimestamp":1641475927,"share":"https://ttm.financial/m/news/1116214141?lang=&edition=fundamental","pubTime":"2022-01-06 21:32","market":"us","language":"en","title":"This Tech Giant will Shape The Future of The Metaverse, Buy Its Stock: Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1116214141","media":"Yahoo Finance","summary":"Adobe (ADBE) will be a major winner from the build-out of the metaverse, says one widely followed Wa","content":"<html><head></head><body><p>Adobe (ADBE) will be a major winner from the build-out of the metaverse, says one widely followed Wall Street analyst.</p><p>&#34;Adobe is the best software play for the metaverse — its creative tools will enable the next generation of the internet,&#34; said Jefferies tech analyst Brent Thill in a new research note Thursday.</p><p>Thill reiterated a Buy rating and $680 price target on Adobe. Shares of Adobe were relatively unchanged in pre-market trading Thursday. It closed down 7% at $514.43 on Wednesday.</p><p>The metaverse arguably burst into the public lexicon for the first time in 2021 as Facebook founder Mark Zuckerberg has hyped the digital world&#39;s potential (and changed its holding company name to Meta in a show of support). Microsoft (Yahoo Finance&#39;s 2021 Company of the Year) has also talked increasingly about the metaverse and how it will play in it moving forward.</p><p>In its simplest form, the metaverse is an online world that includes augmented reality, virtual reality, and 3D avatars. As this world takes form, how things are done stand to change dramatically.</p><p>The Street expects a host of companies to cash in on the metaverse such as gaming bigwig Roblox and music maker Warner Music.</p><p>&#34;A single metaverse could be more than a decade away, but as it evolves it has the potential to disrupt almost everything in human life that has not yet already been disrupted,&#34; said Simon Powell, Thill&#39;s colleague at Jefferies, in a recent note.</p><p>As for Adobe, investors will have to balance the potential for the metaverse with slowing growth at the software player.</p><p>Adobe posted a disappointing quarter and outlook several weeks ago. The stock is down 25% from its Nov. 25 high, technically putting it in a bear market.</p><p>&#34;After disappointing Q4 earnings and FY22 guidance, digesting COVID impact may last through the first half of 2022,&#34; acknowledged Thill.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Tech Giant will Shape The Future of The Metaverse, Buy Its Stock: Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Tech Giant will Shape The Future of The Metaverse, Buy Its Stock: Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 21:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/this-tech-giant-will-shape-the-future-of-the-metaverse-so-buy-its-stock-analyst-131553370.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Adobe (ADBE) will be a major winner from the build-out of the metaverse, says one widely followed Wall Street analyst.\"Adobe is the best software play for the metaverse — its creative tools will ...</p>\n\n<a href=\"https://finance.yahoo.com/news/this-tech-giant-will-shape-the-future-of-the-metaverse-so-buy-its-stock-analyst-131553370.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe"},"source_url":"https://finance.yahoo.com/news/this-tech-giant-will-shape-the-future-of-the-metaverse-so-buy-its-stock-analyst-131553370.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116214141","content_text":"Adobe (ADBE) will be a major winner from the build-out of the metaverse, says one widely followed Wall Street analyst.\"Adobe is the best software play for the metaverse — its creative tools will enable the next generation of the internet,\" said Jefferies tech analyst Brent Thill in a new research note Thursday.Thill reiterated a Buy rating and $680 price target on Adobe. Shares of Adobe were relatively unchanged in pre-market trading Thursday. It closed down 7% at $514.43 on Wednesday.The metaverse arguably burst into the public lexicon for the first time in 2021 as Facebook founder Mark Zuckerberg has hyped the digital world's potential (and changed its holding company name to Meta in a show of support). Microsoft (Yahoo Finance's 2021 Company of the Year) has also talked increasingly about the metaverse and how it will play in it moving forward.In its simplest form, the metaverse is an online world that includes augmented reality, virtual reality, and 3D avatars. As this world takes form, how things are done stand to change dramatically.The Street expects a host of companies to cash in on the metaverse such as gaming bigwig Roblox and music maker Warner Music.\"A single metaverse could be more than a decade away, but as it evolves it has the potential to disrupt almost everything in human life that has not yet already been disrupted,\" said Simon Powell, Thill's colleague at Jefferies, in a recent note.As for Adobe, investors will have to balance the potential for the metaverse with slowing growth at the software player.Adobe posted a disappointing quarter and outlook several weeks ago. The stock is down 25% from its Nov. 25 high, technically putting it in a bear market.\"After disappointing Q4 earnings and FY22 guidance, digesting COVID impact may last through the first half of 2022,\" acknowledged Thill.","news_type":1},"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008591711,"gmtCreate":1641479180978,"gmtModify":1676533619247,"author":{"id":"3583975252360492","authorId":"3583975252360492","name":"Jeff_Roar","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583975252360492","authorIdStr":"3583975252360492"},"themes":[],"htmlText":"Long term","listText":"Long term","text":"Long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008591711","repostId":"2201619492","repostType":4,"repost":{"id":"2201619492","kind":"highlight","pubTimestamp":1641475146,"share":"https://ttm.financial/m/news/2201619492?lang=&edition=fundamental","pubTime":"2022-01-06 21:19","market":"us","language":"en","title":"5 Growth Stocks that Could Turn $250,000 Into $1 Million by 2030","url":"https://stock-news.laohu8.com/highlight/detail?id=2201619492","media":"Motley Fool","summary":"Soaring revenue growth could lead to a quadrupling of these stocks by 2030.","content":"<html><head></head><body><p>While looking for stocks to quadruple over the next eight years may sound overwhelming, the 19% annualized growth rate that this equates to makes it seem much more reasonable. Furthermore, by exploring the intersection of solid moats, high sales growth rates, and budding profitability, we can find companies that have positioned themselves beautifully for the long term.</p><p>Today we will look at five stocks that fit this billing nicely, having the potential to quadruple by 2030 -- and that may only be the start.</p><h2>1. Roku</h2><p>Led by its founder Anthony Wood, streaming juggernaut <b>Roku </b>(NASDAQ:ROKU) has seen its share price tumble around 50% in the last six months. However, before this drop, the young company had risen over 1,500% since its 2017 IPO, as it quickly shredded its image as a streaming hardware company.</p><p>With an active user base of over 56 million accounts, Roku is turning its attention to monetization through content distribution and advertising on its platform. Recording $583 million in platform revenue during the third quarter, the company grew its core operating segment 82% year over year, fueled by the fact that total monetized ad impressions almost doubled for the quarter.</p><p>Furthermore, Roku ended its standoff with <b>Alphabet</b> and its YouTube segment, reaching a multi-year deal to allow the latter&#39;s apps to remain on Roku&#39;s platform. While the underlying financial effect of this is good news for investors, the even better bit is that it shows the company&#39;s growing strength within the streaming ecosystem.</p><p>As we go forward, it will be pivotal to watch Roku&#39;s average revenue per user (ARPU) growth, which was up 50% year over year during Q3. Should ARPU continue growing at such a high rate due to advertising strength, Roku may become a four-bagger well before 2030.</p><h2>2. Teladoc Health</h2><p>Despite sporting a Net Promoter Score (NPS) of 52, telehealth specialist <b>Teladoc Health</b> (NYSE:TDOC) has seen its stock plummet by over 60% in 2021 compared to its all-time highs.</p><p>NPS is an excellent tool for quantifying how likely a company&#39;s customers are to recommend its products to others. On a scale of -100 to +100, a positive score represents satisfied customers -- meaning that Teladoc&#39;s products are beloved by its users.</p><p>With over 76 million paid members, the company has already built a solid customer base but has only begun to tap into the massive $260 billion total addressable telehealth market. With sales of nearly $2 billion over the last year, this growth runway for the company is tremendous, especially with the industry still mainly in its infancy.</p><p>One primary key for investors to watch as Teladoc evolves is to track the ongoing development of its mental and chronic care health segments. Thanks to the company&#39;s past acquisitions of Better Help in 2015 and Livongo in 2020, these two segments already account for nearly two-thirds of sales and should drive the lion&#39;s share of future growth.</p><p>As Teladoc continues to digest and streamline the Livongo acquisition, it will be pivotal to see operating cash flow continue to improve to drive future share price performance.</p><h2>3. Etsy</h2><p>Driven by its mission to &#34;keep commerce human,&#34; personalized e-commerce site <b>Etsy </b>(NASDAQ:ETSY) has grown <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most robust company cultures in the U.S. -- boasting a 4.6 out of five-star rating in employee reviews on Glassdoor. Additionally, CEO Josh Silverman received a 98% approval rating from his employees, which, when paired with Etsy&#39;s 4.6-star rating, indicates a great workplace environment.</p><p>Its one-of-a-kind culture is vital to Etsy investors, as this uniqueness flows into its product inventory and, ultimately, out through its display pages and overall shopping experience.</p><p>With gross merchandise sales rising 18% year over year for Q3, despite already having jumped 119% a year ago, the company proves that its long-term story is still unfolding despite the pandemic pulling significant growth forward.</p><p>Perhaps best yet for investors, Etsy has generated nearly $600 million in free cash flow over the trailing 12 months (TTM), giving it a price-to-cash flow of only 48. This 48 times valuation looks deeply discounted when thinking eight years forward, especially considering the immense potential of the company&#39;s recent acquisitions of international-facing elo7 and Depop.</p><p>Keep a close eye on this free cash flow number quarter to quarter, as Etsy could quickly outgrow its discounted valuation.</p><h2>4. <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></h2><p>The biggest company of our group, Latin American e-commerce behemoth <b>MercadoLibre </b>(NASDAQ:MELI), boasts a trifecta of great numbers right out of the gate: An NPS of +45, employee reviews of 4.4/5 stars, and an approval rating of 94% for CEO Marcos Galerpín.</p><p>Thanks to this strong culture and loyal customer base, the company has quickly developed a leadership position in Latin America, accounting for roughly 25% of all online purchases made in the area. In addition to this sales leadership, Euromonitor released a report announcing that over 900,000 families use MercadoLibre&#39;s platform as their primary source of income, highlighting how deeply ingrained into the fabric of the community it has become.</p><p>With 79 million active members, the company posted a 117% increase in gross merchandise volume year over year for Q3 -- yet that is far from its only growth option.</p><p>During Q3, MercadoLibre nearly quadrupled its Mercado Credito portfolio originations year over year to $1.1 billion while growing its total payments volume in Mercado Pago by 59% over the same time.</p><p>It will be fun to watch these two segments dive deeper into the fintech space -- but it will be critical for MercadoLibre to do so cautiously, as a poorly performing credit portfolio could weigh on its growth story.</p><h2>5. Axon Enterprise</h2><p>Operating through its simple mission of &#34;to protect life,&#34; <b>Axon Enterprise </b>(NASDAQ:AXON) also owns very high NPS marks, recording a score of +56. Considering its well-known TASER products, this high score is understandable, as they are a non-lethal solution to what may otherwise be high-risk situations for police officers.</p><p>However, Axon is quietly writing a growth story that goes far beyond simply selling taser hardware. In fact, it already has a nearly 50/50 split between taser sales compared to its Axon Cloud and Sensors and other segments as of Q3.</p><p>Growing by 39% for the quarter, year over year, its Axon Cloud unit is quickly becoming the golden goose within its operations, providing recurring revenue and an incredible gross margin of roughly 75%.</p><p>These cloud sales come from Axon storing its customers&#39; body camera video footage on evidence.com, giving law enforcement agencies a priceless database of evidence to use and accelerate justice.</p><p>As Axon evolves into a true software-as-a-service (SaaS) company and becomes a modern-day razor-and-blades company, investors will need to watch for improving free cash flow generation. Trading at roughly 100 times its free cash flow, Axon will need to see steadily improving margins from its budding SaaS operations to quadruple its share price by 2030.</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>5 Growth Stocks that Could Turn $250,000 Into $1 Million by 2030</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\">\n5 Growth Stocks that Could Turn $250,000 Into $1 Million by 2030\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 21:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/06/5-growth-stocks-that-can-turn-250000-into-1-millio/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While looking for stocks to quadruple over the next eight years may sound overwhelming, the 19% annualized growth rate that this equates to makes it seem much more reasonable. Furthermore, by ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/06/5-growth-stocks-that-can-turn-250000-into-1-millio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4187":"航天航空与国防","TDOC":"Teladoc Health Inc.","BK4108":"电影和娱乐","BK4523":"印度概念","TTM":"塔塔汽车","BK4567":"ESG概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","ETSY":"Etsy, Inc.","BK4566":"资本集团","ROKU":"Roku Inc","BK4524":"宅经济概念","BK4167":"医疗保健技术","AXON":"Axon Enterprise, Inc.","MELI":"MercadoLibre"},"source_url":"https://www.fool.com/investing/2022/01/06/5-growth-stocks-that-can-turn-250000-into-1-millio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201619492","content_text":"While looking for stocks to quadruple over the next eight years may sound overwhelming, the 19% annualized growth rate that this equates to makes it seem much more reasonable. Furthermore, by exploring the intersection of solid moats, high sales growth rates, and budding profitability, we can find companies that have positioned themselves beautifully for the long term.Today we will look at five stocks that fit this billing nicely, having the potential to quadruple by 2030 -- and that may only be the start.1. RokuLed by its founder Anthony Wood, streaming juggernaut Roku (NASDAQ:ROKU) has seen its share price tumble around 50% in the last six months. However, before this drop, the young company had risen over 1,500% since its 2017 IPO, as it quickly shredded its image as a streaming hardware company.With an active user base of over 56 million accounts, Roku is turning its attention to monetization through content distribution and advertising on its platform. Recording $583 million in platform revenue during the third quarter, the company grew its core operating segment 82% year over year, fueled by the fact that total monetized ad impressions almost doubled for the quarter.Furthermore, Roku ended its standoff with Alphabet and its YouTube segment, reaching a multi-year deal to allow the latter's apps to remain on Roku's platform. While the underlying financial effect of this is good news for investors, the even better bit is that it shows the company's growing strength within the streaming ecosystem.As we go forward, it will be pivotal to watch Roku's average revenue per user (ARPU) growth, which was up 50% year over year during Q3. Should ARPU continue growing at such a high rate due to advertising strength, Roku may become a four-bagger well before 2030.2. Teladoc HealthDespite sporting a Net Promoter Score (NPS) of 52, telehealth specialist Teladoc Health (NYSE:TDOC) has seen its stock plummet by over 60% in 2021 compared to its all-time highs.NPS is an excellent tool for quantifying how likely a company's customers are to recommend its products to others. On a scale of -100 to +100, a positive score represents satisfied customers -- meaning that Teladoc's products are beloved by its users.With over 76 million paid members, the company has already built a solid customer base but has only begun to tap into the massive $260 billion total addressable telehealth market. With sales of nearly $2 billion over the last year, this growth runway for the company is tremendous, especially with the industry still mainly in its infancy.One primary key for investors to watch as Teladoc evolves is to track the ongoing development of its mental and chronic care health segments. Thanks to the company's past acquisitions of Better Help in 2015 and Livongo in 2020, these two segments already account for nearly two-thirds of sales and should drive the lion's share of future growth.As Teladoc continues to digest and streamline the Livongo acquisition, it will be pivotal to see operating cash flow continue to improve to drive future share price performance.3. EtsyDriven by its mission to \"keep commerce human,\" personalized e-commerce site Etsy (NASDAQ:ETSY) has grown one of the most robust company cultures in the U.S. -- boasting a 4.6 out of five-star rating in employee reviews on Glassdoor. Additionally, CEO Josh Silverman received a 98% approval rating from his employees, which, when paired with Etsy's 4.6-star rating, indicates a great workplace environment.Its one-of-a-kind culture is vital to Etsy investors, as this uniqueness flows into its product inventory and, ultimately, out through its display pages and overall shopping experience.With gross merchandise sales rising 18% year over year for Q3, despite already having jumped 119% a year ago, the company proves that its long-term story is still unfolding despite the pandemic pulling significant growth forward.Perhaps best yet for investors, Etsy has generated nearly $600 million in free cash flow over the trailing 12 months (TTM), giving it a price-to-cash flow of only 48. This 48 times valuation looks deeply discounted when thinking eight years forward, especially considering the immense potential of the company's recent acquisitions of international-facing elo7 and Depop.Keep a close eye on this free cash flow number quarter to quarter, as Etsy could quickly outgrow its discounted valuation.4. MercadoLibreThe biggest company of our group, Latin American e-commerce behemoth MercadoLibre (NASDAQ:MELI), boasts a trifecta of great numbers right out of the gate: An NPS of +45, employee reviews of 4.4/5 stars, and an approval rating of 94% for CEO Marcos Galerpín.Thanks to this strong culture and loyal customer base, the company has quickly developed a leadership position in Latin America, accounting for roughly 25% of all online purchases made in the area. In addition to this sales leadership, Euromonitor released a report announcing that over 900,000 families use MercadoLibre's platform as their primary source of income, highlighting how deeply ingrained into the fabric of the community it has become.With 79 million active members, the company posted a 117% increase in gross merchandise volume year over year for Q3 -- yet that is far from its only growth option.During Q3, MercadoLibre nearly quadrupled its Mercado Credito portfolio originations year over year to $1.1 billion while growing its total payments volume in Mercado Pago by 59% over the same time.It will be fun to watch these two segments dive deeper into the fintech space -- but it will be critical for MercadoLibre to do so cautiously, as a poorly performing credit portfolio could weigh on its growth story.5. Axon EnterpriseOperating through its simple mission of \"to protect life,\" Axon Enterprise (NASDAQ:AXON) also owns very high NPS marks, recording a score of +56. Considering its well-known TASER products, this high score is understandable, as they are a non-lethal solution to what may otherwise be high-risk situations for police officers.However, Axon is quietly writing a growth story that goes far beyond simply selling taser hardware. In fact, it already has a nearly 50/50 split between taser sales compared to its Axon Cloud and Sensors and other segments as of Q3.Growing by 39% for the quarter, year over year, its Axon Cloud unit is quickly becoming the golden goose within its operations, providing recurring revenue and an incredible gross margin of roughly 75%.These cloud sales come from Axon storing its customers' body camera video footage on evidence.com, giving law enforcement agencies a priceless database of evidence to use and accelerate justice.As Axon evolves into a true software-as-a-service (SaaS) company and becomes a modern-day razor-and-blades company, investors will need to watch for improving free cash flow generation. Trading at roughly 100 times its free cash flow, Axon will need to see steadily improving margins from its budding SaaS operations to quadruple its share price by 2030.","news_type":1},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008591860,"gmtCreate":1641479100255,"gmtModify":1676533619171,"author":{"id":"3583975252360492","authorId":"3583975252360492","name":"Jeff_Roar","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583975252360492","authorIdStr":"3583975252360492"},"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/9008591860","repostId":"1165397898","repostType":4,"repost":{"id":"1165397898","kind":"news","pubTimestamp":1641475471,"share":"https://ttm.financial/m/news/1165397898?lang=&edition=fundamental","pubTime":"2022-01-06 21:24","market":"us","language":"en","title":"Atlas Air Invests in Four New Boeing 777 Freighters","url":"https://stock-news.laohu8.com/highlight/detail?id=1165397898","media":"Seeking Alpha","summary":"Atlas Air(NASDAQ:AAWW)has ordered four new Boeing 777 freighters, with the first scheduled for deliv","content":"<html><head></head><body><ul><li>Atlas Air(NASDAQ:AAWW)has ordered four new Boeing 777 freighters, with the first scheduled for delivery in November 2022 and the rest to be delivered throughout 2023.</li><li>The investment expands Atlas&#39; 777 fleet, which currently includes 14 freighters that the company operates or provides to customers on a dry-lease basis through its Titan Aviation Leasing subsidiary.</li><li>The purchase is in response to strong customer demand for dedicated international wide-body airfreight capacity, particularly in the fast-growing e-Commerce and Express markets.</li><li>Atlas Air CEO John Dietrich stated, &#34;These new aircraft will advance our strategic growth plan as we continue to capitalize on strong demand for dedicated airfreight capacity. This investment aligns with our disciplined approach to deploying capital and meets our strict return guidelines when investing in aircraft. We anticipate this transaction will drive strong earnings and cash flows, and enhance shareholder value.&#34;</li></ul></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>Atlas Air Invests in Four New Boeing 777 Freighters</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\">\nAtlas Air Invests in Four New Boeing 777 Freighters\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-06 21:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3785778-atlas-air-invests-in-four-new-boeing-777-freighters><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Atlas Air(NASDAQ:AAWW)has ordered four new Boeing 777 freighters, with the first scheduled for delivery in November 2022 and the rest to be delivered throughout 2023.The investment expands Atlas' 777 ...</p>\n\n<a href=\"https://seekingalpha.com/news/3785778-atlas-air-invests-in-four-new-boeing-777-freighters\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音","AAWW":"阿特拉斯航空全球控股公司"},"source_url":"https://seekingalpha.com/news/3785778-atlas-air-invests-in-four-new-boeing-777-freighters","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165397898","content_text":"Atlas Air(NASDAQ:AAWW)has ordered four new Boeing 777 freighters, with the first scheduled for delivery in November 2022 and the rest to be delivered throughout 2023.The investment expands Atlas' 777 fleet, which currently includes 14 freighters that the company operates or provides to customers on a dry-lease basis through its Titan Aviation Leasing subsidiary.The purchase is in response to strong customer demand for dedicated international wide-body airfreight capacity, particularly in the fast-growing e-Commerce and Express markets.Atlas Air CEO John Dietrich stated, \"These new aircraft will advance our strategic growth plan as we continue to capitalize on strong demand for dedicated airfreight capacity. This investment aligns with our disciplined approach to deploying capital and meets our strict return guidelines when investing in aircraft. We anticipate this transaction will drive strong earnings and cash flows, and enhance shareholder value.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}