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2022-11-21

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The Fed Minutes May Deliver A Massive Blow To The Stock Market

2022-10-20

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Outlook for Tech Stocks Darkens After Rocky Stretch

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2021-08-27

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👌&nbsp;","listText":"👍 👌&nbsp;","text":"👍 👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9961402935","repostId":"1117170787","repostType":4,"repost":{"id":"1117170787","pubTimestamp":1669002303,"share":"https://www.laohu8.com/m/news/1117170787?lang=&edition=full","pubTime":"2022-11-21 11:45","market":"us","language":"en","title":"The Fed Minutes May Deliver A Massive Blow To The Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1117170787","media":"Seeking Alpha","summary":"SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets a","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The November Fed Minutes will be released Wednesday afternoon.</li><li>The bond and currency markets are already preparing for very hawkish minutes.</li><li>Fed board members appear to think rates may head towards 5%.</li></ul><p>It will be a holiday-shortened trading week, but it will not be short on news events. The massive news event will come on Wednesday at 2 PM with the release of the November Fed minutes. These minutes will likely reverse the equity market&#39;s celebration following a lower-than-expected October CPI report, as the Fed has a different view and is already pushing back hard.</p><p>Since the release of that CPI report on November 10, Fed-speak has been crystal clear - slower rate hikes do not mean a lower terminal rate, and one better-than-expected CPI report isn&#39;t going to change the path of monetary policy. Ultimately, these speakers seem to think rates are going even higher.</p><p>St. Louis Fed Governor James Bullard suggested dovish assumptions about monetary policy justified additional rate hikes.</p><p>The November FOMC statement indicated the likelihood of a slower pace of rate hikes coming, while the FOMC press conference indicated that the terminal rate was likely to be higher than previously expected in September. Since the FOMC meeting, a strong case has been laid out by many FOMC members for the overnight rate to head over 5% and potentially to go as high as 5.25% in 2023.</p><p>If this message of higher rates is correctly delivered in the FOMC minutes, then it seems more likely than not that the equity market rally since the October CPI report in mid-November should not only pause but reverse.</p><p><b>VIX Positioning</b></p><p>Additionally, the VIX should rise sharply heading into the FOMC meeting on December 14. Not on worries over a 50 or 75 bps rate hike but due to concerns over the Fed&#39;s Summary of Economic Projections and the committee&#39;s dot plot for terminal rate for the end of 2023.</p><p>In fact, throughout 2022, there has been a pattern of the VIX rising or falling into the FOMC meeting following the market&#39;s perception of the Fed minutes. Currently, the VIX is trading towards the lower end of its trading range, around 23. The last time the VIX was this low heading into the release of the FOMC minutes came back on August 17, which also marked the end of the August rally and was followed by a sharp rise in the VIX and a very sharp decline in the S&amp;P 500. The same thing also happened at the beginning of April, which also marked the end of the March rally, and early January, which marked the market peak.</p><p><img src=\"https://static.tigerbbs.com/2eb742a0f644a317b0c584c79d197735\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Rates And The Dollar</b></p><p>The bond market is already anticipating the more hawkish commentary out of the Fed minutes to be released this week. The Fed funds rates again call for the peak rate to be above 5% and back to levels seen immediately following the November FOMC meeting. Additionally, that peak rate is now seen coming in July instead of May, incorporating smaller rate hikes.</p><p><img src=\"https://static.tigerbbs.com/085a10f01649229138206ef78793ac66\" tg-width=\"640\" tg-height=\"499\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The view of higher rates has also helped lift the 2-year yield, moving it back above 4.5%, and stopped the bleeding of the dollar index. These are critical signs that the bond and currency markets are listening to what the FOMC members are saying and taking the calls for higher rates very seriously. The Fed minutes should enforce the view of the Fed officials and should only help to push the dollar and rates even higher.</p><p>Higher rates and a strong dollar should help financial conditions tighten, pushing stock prices lower and increasing implied volatility levels.</p><p><img src=\"https://static.tigerbbs.com/d88b54ba9843396edf02be5023d2da16\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"/></p><p>TradingView</p><p><b>Fall Back Plan</b></p><p>Just in case the market doesn&#39;t respond appropriately to these minutes. The Fed is taking no chances heading into the FOMC meeting this time and will ensure that there will be no mix-ups from a potential article drop heading into the December meeting. There will be no repeat of the October version of the dovish pivot.</p><p>This time Jay Powell will take things into his own hands and talk for an hour at the Brookings Institute on November 30, starting at 1:30 PM ET. The talk is even more critical because it will come one day before the official FOMC blackout period starts heading into the December 14 FOMC meeting. It will be Powell&#39;s chance to make sure the market does not veer off course over those two weeks.</p><p>The Fed has been telling the market all year that it intended to raise rates aggressively and wanted financial conditions to tighten. Yes, there have been countertrend rallies along the way, but if one thing is clear, the Fed has been committed to higher rates. If the minutes do not deliver that message this week, Powell will be sure to do on November 30 what he did on August 26 at Jackson Hole, putting the hammer down on the equity market again.</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>The Fed Minutes May Deliver A Massive Blow To The Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed Minutes May Deliver A Massive Blow To The Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-21 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets are already preparing for very hawkish minutes.Fed board members appear to think rates may head ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4559258-fed-minutes-may-deliver-massive-blow-to-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117170787","content_text":"SummaryThe November Fed Minutes will be released Wednesday afternoon.The bond and currency markets are already preparing for very hawkish minutes.Fed board members appear to think rates may head towards 5%.It will be a holiday-shortened trading week, but it will not be short on news events. The massive news event will come on Wednesday at 2 PM with the release of the November Fed minutes. These minutes will likely reverse the equity market's celebration following a lower-than-expected October CPI report, as the Fed has a different view and is already pushing back hard.Since the release of that CPI report on November 10, Fed-speak has been crystal clear - slower rate hikes do not mean a lower terminal rate, and one better-than-expected CPI report isn't going to change the path of monetary policy. Ultimately, these speakers seem to think rates are going even higher.St. Louis Fed Governor James Bullard suggested dovish assumptions about monetary policy justified additional rate hikes.The November FOMC statement indicated the likelihood of a slower pace of rate hikes coming, while the FOMC press conference indicated that the terminal rate was likely to be higher than previously expected in September. Since the FOMC meeting, a strong case has been laid out by many FOMC members for the overnight rate to head over 5% and potentially to go as high as 5.25% in 2023.If this message of higher rates is correctly delivered in the FOMC minutes, then it seems more likely than not that the equity market rally since the October CPI report in mid-November should not only pause but reverse.VIX PositioningAdditionally, the VIX should rise sharply heading into the FOMC meeting on December 14. Not on worries over a 50 or 75 bps rate hike but due to concerns over the Fed's Summary of Economic Projections and the committee's dot plot for terminal rate for the end of 2023.In fact, throughout 2022, there has been a pattern of the VIX rising or falling into the FOMC meeting following the market's perception of the Fed minutes. Currently, the VIX is trading towards the lower end of its trading range, around 23. The last time the VIX was this low heading into the release of the FOMC minutes came back on August 17, which also marked the end of the August rally and was followed by a sharp rise in the VIX and a very sharp decline in the S&P 500. The same thing also happened at the beginning of April, which also marked the end of the March rally, and early January, which marked the market peak.TradingViewRates And The DollarThe bond market is already anticipating the more hawkish commentary out of the Fed minutes to be released this week. The Fed funds rates again call for the peak rate to be above 5% and back to levels seen immediately following the November FOMC meeting. Additionally, that peak rate is now seen coming in July instead of May, incorporating smaller rate hikes.BloombergThe view of higher rates has also helped lift the 2-year yield, moving it back above 4.5%, and stopped the bleeding of the dollar index. These are critical signs that the bond and currency markets are listening to what the FOMC members are saying and taking the calls for higher rates very seriously. The Fed minutes should enforce the view of the Fed officials and should only help to push the dollar and rates even higher.Higher rates and a strong dollar should help financial conditions tighten, pushing stock prices lower and increasing implied volatility levels.TradingViewFall Back PlanJust in case the market doesn't respond appropriately to these minutes. The Fed is taking no chances heading into the FOMC meeting this time and will ensure that there will be no mix-ups from a potential article drop heading into the December meeting. There will be no repeat of the October version of the dovish pivot.This time Jay Powell will take things into his own hands and talk for an hour at the Brookings Institute on November 30, starting at 1:30 PM ET. The talk is even more critical because it will come one day before the official FOMC blackout period starts heading into the December 14 FOMC meeting. It will be Powell's chance to make sure the market does not veer off course over those two weeks.The Fed has been telling the market all year that it intended to raise rates aggressively and wanted financial conditions to tighten. Yes, there have been countertrend rallies along the way, but if one thing is clear, the Fed has been committed to higher rates. If the minutes do not deliver that message this week, Powell will be sure to do on November 30 what he did on August 26 at Jackson Hole, putting the hammer down on the equity market again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983298324,"gmtCreate":1666238989469,"gmtModify":1676537728448,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983298324","repostId":"2276806764","repostType":4,"repost":{"id":"2276806764","pubTimestamp":1666238347,"share":"https://www.laohu8.com/m/news/2276806764?lang=&edition=full","pubTime":"2022-10-20 11:59","market":"us","language":"en","title":"Apple: I'm Siding With Wall Street This Time","url":"https://stock-news.laohu8.com/highlight/detail?id=2276806764","media":"seekingalpha","summary":"SummaryUsually, I do not like to follow advice from Wall Street. And I suggest you do not either.How","content":"<html><head></head><body><p>Summary</p><ul><li>Usually, I do not like to follow advice from Wall Street. And I suggest you do not either.</li><li>However, I am siding with Wall Street on Apple this time.</li><li>In my view, many bearish analyses misunderstood Tim Cook only as an operation manager and drastically underestimated his innovation and marketing prowess.</li><li>Under Cook’s leadership, Apple keeps churning out iconic products like  AirPods and is also successfully transitioning into a subscriber-based model.</li><li>In terms of profitability and valuation, I see a total annual return easily in the double digits, with about 5% coming from owners’ earnings yield and 5% from organic growth.</li></ul><h3>Thesis</h3><p>There is a clear divergence of opinion regarding Apple (NASDAQ:AAPL) between Main Street opinions and Wall Street opinions. As you can see from the following chart, a total of 35 Seeking Alpha Authors wrote about AAPL in the Last 30 Days. Only 1 is recommending Strong Buy. In contrast, out of a total of 44 Wall Street analysts, 26 were recommending a strong buy. On the selling end, a total of 6 SA authors are either recommending sell or strong sell. While in contrast, only 1 Wall Street analyst is recommending selling and no one recommends strong selling.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3ed291efc97dbecc78a492b19a8cf75\" tg-width=\"640\" tg-height=\"163\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>Usually, I do not like to follow investment advice from Wall Street. Wall Street opinions are almost synonymous with herd thinking in many investors&#39; minds, and for good reasons. However, in the case of AAPL under current conditions, I am going to do something that seems absurd. I am siding with Wall Street this time. Much of the financial, profitability, and valuation considerations have been detailed in our earlier articles.</p><p>And today, I will focus the article to address an issue that was frequently mentioned in many of the bear arguments. The issue involves Tim Cook and the arguments more or less go like the following: yes, Tim Cook is a fantastic professional manager, but not an innovator. As a result, Apple under his reign is becoming less innovative, less adventurous, and more mediocre.</p><p>And next, you will see why I disagree.</p><h3>Yes, Tim Cook is a fantastic professional manager</h3><p>There is no need to argue about this at all. During Cook&#39;s tenure, Apple&#39;s market cap grew almost sevenfold to a staggering $2.3 trillion as of this writing, transforming AAPL from a tech company into a tech giant.</p><p>More importantly and fundamentally, as an operation genius, Cook has reshaped the profitability drivers for AAPL and made it more sustainable. No matter how much you love and admire Steve Jobs (like I do), AAPL has been consistently on the verge of chaos under his regain. A simple DuPont analysis elucidates this fundamental shift as shown in the chart below. At the end of the Jobs era (2010 to 2012), AAPL&#39;s profitability, measured by ROCE (return on capital employed ), was an astronomical but unsustainable 443%. Since Cook took over, the ROCE has decreased by 88.4% in relative terms to 183% from 2019 to 2021. No one likes seeing a decrease in profitability, and the decrease here seemed so dramatic.</p><p>However, if you dissect the decrease, you would see that out of the 88.4% decrease, 74% of it came from the decreased leverage, which is actually a good thing. Cook also stabilized and improved the asset utilization, which contributed a positive 6.4% to the ROCE. Then profit margin decrease contributed a negative 20.9% to the ROCE change largely due to intensified competition in the smartphone market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c8ab37ef43d6df7e215214aaf8e33eb\" tg-width=\"640\" tg-height=\"303\" referrerpolicy=\"no-referrer\"/><span>Source: author and Seeking Alpha data.</span></p><p>But he is not making Apple any less innovative</p><p>It is true that Steve Jobs, with Jony Ive behind him, delivered so many groundbreaking innovations and make Apple truly unique. It is not a tech company, but a luxury brand in my view. By the time Cook took over, innovation at the scale of creating an entirely new category like the iPhone or iPod has become much more difficult. As a matter of fact, managing AAPL&#39;s existing iconic products like the iPhone, Mac, and iPad already presents tremendous challenges. And I consider Cook&#39;s repositioning and streamlining of these existing products already a major innovation.</p><p>Furthermore, Cook has also been quietly bringing out innovative products that are massively popular and profitable at the same time. The Apple Watch and AirPods are two notable examples. He successfully adjusted the positioning of the Apple Watch after the release of the first generation. And this year, he further subdivided Ultra, a sports watch for the professional field.</p><p>The Airpods are an even more impressive demonstration of Cook&#39;s innovation capability and also his operation and marketing genius. From the appearance of AirPods to the release of the latest AirPods Pro 2, it has only been more than five years and there are only a few products in the AirPods series. But it has almost become a must-buy product for all iPhone users around the world. As a parent with a teenage kid, I have first-row seat to witness how the AirPods have become a life necessity for almost everyone in his school. Piper Sandler&#39;s data confirms the same trend: 72% of US teens own AirPods (and 87% own iPhones, 87% plan to buy one, and 30% own an Apple Watch).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71cc51fd4c3d9267f6a5c1be91428b97\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Source: ped30.com</span></p><p>All told, IDC estimates that AirPods sales reached about 120 million pairs in 2021, accounting for half of Apple&#39;s wearable device sales and becoming the fastest-growing product line in this part of the business. With the little AirPods, Tim Cook quietly created a new category (again, not as ground-shaking as the iPhone or iPad) valued at nearly $40 billion (to put it under perspective, it is equivalent to Xiaomi&#39;s market cap).</p><p>And the genius of Cook is that, unlike the iPhone, the AirPods do not even update at high frequency and do need so many series. But it never fails to bring in beautiful sales data since its inception.</p><p><img src=\"https://static.tigerbbs.com/252d16c5dbf9854fc240f685bb193c5d\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/>Source: idc.com</p><h2>Risks and final thoughts</h2><p>Besides Apple Watch and AirPods, under Cook&#39;s leadership, AAPL has also been successfully transitioning into a subscriber-based business model and away from a hardware-based model. Cook has been building an inseparable ecosystem to connect all Apple devices and bring users a more convenient and seamless Apple experience. I see this grand plan itself as a major innovation of Tim Cook. And I also see that it has been succeeding and with almost limitless potential. Under this grand plan, buying a Mac, or an iPhone is only the beginning of the continuous purchases of other AAPL products.</p><p>Of course, there are definitely risks. Besides all the often-mentioned bearish arguments such as valuation, competition, currency headwinds, and global supply chain disruptions, I see two structural risks. The first one involves its large exposure to China, which is a key market that has been driving a good part of its growth so far. Key risks here include new lockdowns in China due to the COVID resurgence and the escalation of China-US trade tension. The second one involves a remote anti-trust risk with its expansion and dominance in several market segments.</p><p>To conclude, I am siding with Wall Street&#39;s opinion on AAPL this time. My overall impression of its finances, profitability and valuation are summarized below (and detailed in our earlier article here).</p><blockquote><i>Its current price of ~$140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.</i></blockquote><p>In this article, I want to focus on a bearish argument surrounding Tim Cook. My thesis is to argue that he is only a fantastic professional manager but also an innovator too. The Apple Watch and especially the AirPods are good examples. The design of AirPods inherits the Apple spirit beautifully in my view. The easy-to-use features quickly made the public accept this new product with a premier price tag of around $200. And both the Apple Watch and AirPods have become a trend, an icon, and a culture just like the iPod and iPhone.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: I'm Siding With Wall Street This Time</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: I'm Siding With Wall Street This Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-20 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4547434-apple-i-am-siding-with-wall-street-this-time><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryUsually, I do not like to follow advice from Wall Street. And I suggest you do not either.However, I am siding with Wall Street on Apple this time.In my view, many bearish analyses ...</p>\n\n<a href=\"https://seekingalpha.com/article/4547434-apple-i-am-siding-with-wall-street-this-time\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4547434-apple-i-am-siding-with-wall-street-this-time","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2276806764","content_text":"SummaryUsually, I do not like to follow advice from Wall Street. And I suggest you do not either.However, I am siding with Wall Street on Apple this time.In my view, many bearish analyses misunderstood Tim Cook only as an operation manager and drastically underestimated his innovation and marketing prowess.Under Cook’s leadership, Apple keeps churning out iconic products like  AirPods and is also successfully transitioning into a subscriber-based model.In terms of profitability and valuation, I see a total annual return easily in the double digits, with about 5% coming from owners’ earnings yield and 5% from organic growth.ThesisThere is a clear divergence of opinion regarding Apple (NASDAQ:AAPL) between Main Street opinions and Wall Street opinions. As you can see from the following chart, a total of 35 Seeking Alpha Authors wrote about AAPL in the Last 30 Days. Only 1 is recommending Strong Buy. In contrast, out of a total of 44 Wall Street analysts, 26 were recommending a strong buy. On the selling end, a total of 6 SA authors are either recommending sell or strong sell. While in contrast, only 1 Wall Street analyst is recommending selling and no one recommends strong selling.Source: Seeking Alpha dataUsually, I do not like to follow investment advice from Wall Street. Wall Street opinions are almost synonymous with herd thinking in many investors' minds, and for good reasons. However, in the case of AAPL under current conditions, I am going to do something that seems absurd. I am siding with Wall Street this time. Much of the financial, profitability, and valuation considerations have been detailed in our earlier articles.And today, I will focus the article to address an issue that was frequently mentioned in many of the bear arguments. The issue involves Tim Cook and the arguments more or less go like the following: yes, Tim Cook is a fantastic professional manager, but not an innovator. As a result, Apple under his reign is becoming less innovative, less adventurous, and more mediocre.And next, you will see why I disagree.Yes, Tim Cook is a fantastic professional managerThere is no need to argue about this at all. During Cook's tenure, Apple's market cap grew almost sevenfold to a staggering $2.3 trillion as of this writing, transforming AAPL from a tech company into a tech giant.More importantly and fundamentally, as an operation genius, Cook has reshaped the profitability drivers for AAPL and made it more sustainable. No matter how much you love and admire Steve Jobs (like I do), AAPL has been consistently on the verge of chaos under his regain. A simple DuPont analysis elucidates this fundamental shift as shown in the chart below. At the end of the Jobs era (2010 to 2012), AAPL's profitability, measured by ROCE (return on capital employed ), was an astronomical but unsustainable 443%. Since Cook took over, the ROCE has decreased by 88.4% in relative terms to 183% from 2019 to 2021. No one likes seeing a decrease in profitability, and the decrease here seemed so dramatic.However, if you dissect the decrease, you would see that out of the 88.4% decrease, 74% of it came from the decreased leverage, which is actually a good thing. Cook also stabilized and improved the asset utilization, which contributed a positive 6.4% to the ROCE. Then profit margin decrease contributed a negative 20.9% to the ROCE change largely due to intensified competition in the smartphone market.Source: author and Seeking Alpha data.But he is not making Apple any less innovativeIt is true that Steve Jobs, with Jony Ive behind him, delivered so many groundbreaking innovations and make Apple truly unique. It is not a tech company, but a luxury brand in my view. By the time Cook took over, innovation at the scale of creating an entirely new category like the iPhone or iPod has become much more difficult. As a matter of fact, managing AAPL's existing iconic products like the iPhone, Mac, and iPad already presents tremendous challenges. And I consider Cook's repositioning and streamlining of these existing products already a major innovation.Furthermore, Cook has also been quietly bringing out innovative products that are massively popular and profitable at the same time. The Apple Watch and AirPods are two notable examples. He successfully adjusted the positioning of the Apple Watch after the release of the first generation. And this year, he further subdivided Ultra, a sports watch for the professional field.The Airpods are an even more impressive demonstration of Cook's innovation capability and also his operation and marketing genius. From the appearance of AirPods to the release of the latest AirPods Pro 2, it has only been more than five years and there are only a few products in the AirPods series. But it has almost become a must-buy product for all iPhone users around the world. As a parent with a teenage kid, I have first-row seat to witness how the AirPods have become a life necessity for almost everyone in his school. Piper Sandler's data confirms the same trend: 72% of US teens own AirPods (and 87% own iPhones, 87% plan to buy one, and 30% own an Apple Watch).Source: ped30.comAll told, IDC estimates that AirPods sales reached about 120 million pairs in 2021, accounting for half of Apple's wearable device sales and becoming the fastest-growing product line in this part of the business. With the little AirPods, Tim Cook quietly created a new category (again, not as ground-shaking as the iPhone or iPad) valued at nearly $40 billion (to put it under perspective, it is equivalent to Xiaomi's market cap).And the genius of Cook is that, unlike the iPhone, the AirPods do not even update at high frequency and do need so many series. But it never fails to bring in beautiful sales data since its inception.Source: idc.comRisks and final thoughtsBesides Apple Watch and AirPods, under Cook's leadership, AAPL has also been successfully transitioning into a subscriber-based business model and away from a hardware-based model. Cook has been building an inseparable ecosystem to connect all Apple devices and bring users a more convenient and seamless Apple experience. I see this grand plan itself as a major innovation of Tim Cook. And I also see that it has been succeeding and with almost limitless potential. Under this grand plan, buying a Mac, or an iPhone is only the beginning of the continuous purchases of other AAPL products.Of course, there are definitely risks. Besides all the often-mentioned bearish arguments such as valuation, competition, currency headwinds, and global supply chain disruptions, I see two structural risks. The first one involves its large exposure to China, which is a key market that has been driving a good part of its growth so far. Key risks here include new lockdowns in China due to the COVID resurgence and the escalation of China-US trade tension. The second one involves a remote anti-trust risk with its expansion and dominance in several market segments.To conclude, I am siding with Wall Street's opinion on AAPL this time. My overall impression of its finances, profitability and valuation are summarized below (and detailed in our earlier article here).Its current price of ~$140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.In this article, I want to focus on a bearish argument surrounding Tim Cook. My thesis is to argue that he is only a fantastic professional manager but also an innovator too. The Apple Watch and especially the AirPods are good examples. The design of AirPods inherits the Apple spirit beautifully in my view. The easy-to-use features quickly made the public accept this new product with a premier price tag of around $200. And both the Apple Watch and AirPods have become a trend, an icon, and a culture just like the iPod and iPhone.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983298909,"gmtCreate":1666238971701,"gmtModify":1676537728441,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983298909","repostId":"2276249433","repostType":4,"repost":{"id":"2276249433","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1666227041,"share":"https://www.laohu8.com/m/news/2276249433?lang=&edition=full","pubTime":"2022-10-20 08:50","market":"us","language":"en","title":"US Fed Says Firms Gloomier on Outlook, but Inflation Pressures Easing","url":"https://stock-news.laohu8.com/highlight/detail?id=2276249433","media":"Reuters","summary":"US economic activity expanded modestly in recent weeks, although it was flat in some regions and dec","content":"<html><head></head><body><p>US economic activity expanded modestly in recent weeks, although it was flat in some regions and declined in a couple of others, the Federal Reserve said on Wednesday in a report that showed firms growing more pessimistic about the outlook.</p><p>Moreover, the US central bank’s latest collection of anecdotes from contacts across its 12 districts, known as the “Beige Book,” noted inflation pressures had eased somewhat and were expected to continue doing so, a key “soft data” indication that the Fed’s aggressive interest rate hikes may have started to turn the tide against the highest inflation in 40 years.</p><p>“Some contacts noted solid pricing power over the past six weeks, while others said cost pass-through was becoming more difficult as customers push back,” said the report, which was compiled by the Dallas Fed from contributions received through Oct 7.</p><p>“Looking ahead, expectations were for price increases to generally moderate.”</p><p>That was a notable contrast with the previous report from late summer that had concluded most Fed contacts then had “expected price pressures to persist at least through the end of the year.”</p><p>The view that inflation was moderating was accompanied by concerns over the economic cost of the Fed’s rate hikes aimed at bringing those price pressures to heel: Demand was generally seen as softening.</p><p>“Outlooks grew more pessimistic amidst growing concerns about weakening demand,” the Fed said.</p><p>The central bank’s latest summary of observations from its business, community and labour contacts was released in the run-up to its Nov 1-2 policy meeting.</p><h2>Impact of rate hikes</h2><p>With the latest data showing inflation by the Fed’s preferred measure continuing to run at more than three times the central bank’s 2 per cent target, despite what has already been the most aggressive round of Fed policy tightening in 40 years, the report may do little to temper expectations for a fourth straight 75-basis-point rate hike in three weeks.</p><p>Policymakers have signaled they will keep raising rates until they see inflation cooling, even as they acknowledge that higher borrowing costs will likely translate to slower growth, softer labor markets and a likely increase in unemployment.</p><p>US job growth has been strong, and the unemployment rate in September fell to 3.5 per cent. While underlying price pressures for goods have eased as supply chains heal, those of services, which tend to be stickier, continue to rise rapidly.</p><p>But as Fed policymakers lift their benchmark overnight lending rate, currently in the 3 per cent to 3.25 per cent range, nearer to the 4.5 per cent to 5 per cent range that most of them think will be needed to drive down inflation, they and outside analysts are looking for evidence that the policy tightening is starting to do its work.</p><p>Such signs could usher in a slower pace of rate hikes that Fed chairman Jerome Powell has said will come “at some point.”</p><p>So far, they have been hard to see in much of the broad economic data beyond that tracking housing, where a sharp deceleration is underway.</p><p>Reports into the Cleveland Fed, for one, said higher prices and interest rates were constraining demand, not only for housing but increasingly for motor vehicles as well.</p><p>“Auto dealers reported flat or decreasing sales, noting that consumers had become wary of higher payments because of increased interest rates and higher vehicle prices,” the Cleveland Fed reported.</p><p>Overall, higher interest rates as a factor affecting demand, especially in both the residential and commercial property and construction sectors, earned more than two dozen mentions in the latest Beige Book.</p><p>The report showed the job market remained tight on balance, though perhaps not as stringent as before. There were also early indications of employers preparing for a downturn in activity with spot reports of hiring freezes and some layoffs.</p><p>The Philadelphia Fed said: “Contacts described a heightened expectation of a recession, and businesses intensified preparations for a downturn: Multiple firms instituted a hiring freeze, others initiated planning for layoffs if business conditions did not improve, and one firm noted broad-based layoffs were already under way.” REUTERS</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>US Fed Says Firms Gloomier on Outlook, but Inflation Pressures Easing</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\">\nUS Fed Says Firms Gloomier on Outlook, but Inflation Pressures Easing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-20 08:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US economic activity expanded modestly in recent weeks, although it was flat in some regions and declined in a couple of others, the Federal Reserve said on Wednesday in a report that showed firms growing more pessimistic about the outlook.</p><p>Moreover, the US central bank’s latest collection of anecdotes from contacts across its 12 districts, known as the “Beige Book,” noted inflation pressures had eased somewhat and were expected to continue doing so, a key “soft data” indication that the Fed’s aggressive interest rate hikes may have started to turn the tide against the highest inflation in 40 years.</p><p>“Some contacts noted solid pricing power over the past six weeks, while others said cost pass-through was becoming more difficult as customers push back,” said the report, which was compiled by the Dallas Fed from contributions received through Oct 7.</p><p>“Looking ahead, expectations were for price increases to generally moderate.”</p><p>That was a notable contrast with the previous report from late summer that had concluded most Fed contacts then had “expected price pressures to persist at least through the end of the year.”</p><p>The view that inflation was moderating was accompanied by concerns over the economic cost of the Fed’s rate hikes aimed at bringing those price pressures to heel: Demand was generally seen as softening.</p><p>“Outlooks grew more pessimistic amidst growing concerns about weakening demand,” the Fed said.</p><p>The central bank’s latest summary of observations from its business, community and labour contacts was released in the run-up to its Nov 1-2 policy meeting.</p><h2>Impact of rate hikes</h2><p>With the latest data showing inflation by the Fed’s preferred measure continuing to run at more than three times the central bank’s 2 per cent target, despite what has already been the most aggressive round of Fed policy tightening in 40 years, the report may do little to temper expectations for a fourth straight 75-basis-point rate hike in three weeks.</p><p>Policymakers have signaled they will keep raising rates until they see inflation cooling, even as they acknowledge that higher borrowing costs will likely translate to slower growth, softer labor markets and a likely increase in unemployment.</p><p>US job growth has been strong, and the unemployment rate in September fell to 3.5 per cent. While underlying price pressures for goods have eased as supply chains heal, those of services, which tend to be stickier, continue to rise rapidly.</p><p>But as Fed policymakers lift their benchmark overnight lending rate, currently in the 3 per cent to 3.25 per cent range, nearer to the 4.5 per cent to 5 per cent range that most of them think will be needed to drive down inflation, they and outside analysts are looking for evidence that the policy tightening is starting to do its work.</p><p>Such signs could usher in a slower pace of rate hikes that Fed chairman Jerome Powell has said will come “at some point.”</p><p>So far, they have been hard to see in much of the broad economic data beyond that tracking housing, where a sharp deceleration is underway.</p><p>Reports into the Cleveland Fed, for one, said higher prices and interest rates were constraining demand, not only for housing but increasingly for motor vehicles as well.</p><p>“Auto dealers reported flat or decreasing sales, noting that consumers had become wary of higher payments because of increased interest rates and higher vehicle prices,” the Cleveland Fed reported.</p><p>Overall, higher interest rates as a factor affecting demand, especially in both the residential and commercial property and construction sectors, earned more than two dozen mentions in the latest Beige Book.</p><p>The report showed the job market remained tight on balance, though perhaps not as stringent as before. There were also early indications of employers preparing for a downturn in activity with spot reports of hiring freezes and some layoffs.</p><p>The Philadelphia Fed said: “Contacts described a heightened expectation of a recession, and businesses intensified preparations for a downturn: Multiple firms instituted a hiring freeze, others initiated planning for layoffs if business conditions did not improve, and one firm noted broad-based layoffs were already under way.” REUTERS</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276249433","content_text":"US economic activity expanded modestly in recent weeks, although it was flat in some regions and declined in a couple of others, the Federal Reserve said on Wednesday in a report that showed firms growing more pessimistic about the outlook.Moreover, the US central bank’s latest collection of anecdotes from contacts across its 12 districts, known as the “Beige Book,” noted inflation pressures had eased somewhat and were expected to continue doing so, a key “soft data” indication that the Fed’s aggressive interest rate hikes may have started to turn the tide against the highest inflation in 40 years.“Some contacts noted solid pricing power over the past six weeks, while others said cost pass-through was becoming more difficult as customers push back,” said the report, which was compiled by the Dallas Fed from contributions received through Oct 7.“Looking ahead, expectations were for price increases to generally moderate.”That was a notable contrast with the previous report from late summer that had concluded most Fed contacts then had “expected price pressures to persist at least through the end of the year.”The view that inflation was moderating was accompanied by concerns over the economic cost of the Fed’s rate hikes aimed at bringing those price pressures to heel: Demand was generally seen as softening.“Outlooks grew more pessimistic amidst growing concerns about weakening demand,” the Fed said.The central bank’s latest summary of observations from its business, community and labour contacts was released in the run-up to its Nov 1-2 policy meeting.Impact of rate hikesWith the latest data showing inflation by the Fed’s preferred measure continuing to run at more than three times the central bank’s 2 per cent target, despite what has already been the most aggressive round of Fed policy tightening in 40 years, the report may do little to temper expectations for a fourth straight 75-basis-point rate hike in three weeks.Policymakers have signaled they will keep raising rates until they see inflation cooling, even as they acknowledge that higher borrowing costs will likely translate to slower growth, softer labor markets and a likely increase in unemployment.US job growth has been strong, and the unemployment rate in September fell to 3.5 per cent. While underlying price pressures for goods have eased as supply chains heal, those of services, which tend to be stickier, continue to rise rapidly.But as Fed policymakers lift their benchmark overnight lending rate, currently in the 3 per cent to 3.25 per cent range, nearer to the 4.5 per cent to 5 per cent range that most of them think will be needed to drive down inflation, they and outside analysts are looking for evidence that the policy tightening is starting to do its work.Such signs could usher in a slower pace of rate hikes that Fed chairman Jerome Powell has said will come “at some point.”So far, they have been hard to see in much of the broad economic data beyond that tracking housing, where a sharp deceleration is underway.Reports into the Cleveland Fed, for one, said higher prices and interest rates were constraining demand, not only for housing but increasingly for motor vehicles as well.“Auto dealers reported flat or decreasing sales, noting that consumers had become wary of higher payments because of increased interest rates and higher vehicle prices,” the Cleveland Fed reported.Overall, higher interest rates as a factor affecting demand, especially in both the residential and commercial property and construction sectors, earned more than two dozen mentions in the latest Beige Book.The report showed the job market remained tight on balance, though perhaps not as stringent as before. There were also early indications of employers preparing for a downturn in activity with spot reports of hiring freezes and some layoffs.The Philadelphia Fed said: “Contacts described a heightened expectation of a recession, and businesses intensified preparations for a downturn: Multiple firms instituted a hiring freeze, others initiated planning for layoffs if business conditions did not improve, and one firm noted broad-based layoffs were already under way.” REUTERS","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917811524,"gmtCreate":1665469713368,"gmtModify":1676537612238,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9917811524","repostId":"2274564850","repostType":4,"repost":{"id":"2274564850","pubTimestamp":1665469168,"share":"https://www.laohu8.com/m/news/2274564850?lang=&edition=full","pubTime":"2022-10-11 14:19","market":"us","language":"en","title":"Palantir Q3 Earnings: What To Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=2274564850","media":"Seeking Alpha","summary":"SummaryPalantir is set to report Q3’22 results in November.I discuss my expectations for Palantir’s ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Palantir is set to report Q3’22 results in November.</li><li>I discuss my expectations for Palantir’s Q3 and what it would take for shares of the software analytics company to revalue higher.</li><li>Investors should chiefly focus on the US commercial business and free cash flow.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24510975614d28037c0df09e08027efb\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>Palantir (NYSE:PLTR) is estimated to submit its earnings card for the third quarter on November 10, 2022, and the company’s commercial results are likely going to attract a lot of attention. This is because Palantir’s financial results have beenlargely driven by the on-boarding of commercial clients in the last five quarters, especially in the firm’s domestic commercial business. I also expect Palantir to comment on its revenue growth potential going forward since the software analytics company cut its top line outlook in the second quarter. I believe that Palantir has a good chance of beating estimates, but given the disappointments delivered in recent months, investors may want to take a cautious approach!</p><h2>A segment in focus: US commercial</h2><p>The core highlight of Palantir’s third-quarter earnings sheet will be the commercial business which has been the software analytics company’s growth engine in the last few quarters. Palantir’s commercial top line growth slowed in Q2’22, however, due to macroeconomic headwinds that also resulted in Palantir ditching its annual 30% revenue growth target for FY 2022. In Q2’22, Palantir grew its commercial revenues 46% year over year which is a great rate of growth. However, revenue growth decelerated from 54% in Q1’22, indicating to investors that the company’s fastest-growing segment may be headed for a soft landing.</p><p>The commercial business is really important for Palantir because, like I said, it has been driving the company’s entire financial performance. Palantir’s commercial business grew 3.5 times faster in Q2’22 than its anchor government business. The firm’s US commercial business grew at a rate of 120% in Q2’22 and a deceleration in Q3’22, unfortunately, must be expected as economic conditions deteriorated and inflation continues to pressure companies to apply stricter cost discipline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66dacbfa95d1fb600e7dc782c7f99559\" tg-width=\"1280\" tg-height=\"681\" referrerpolicy=\"no-referrer\"/><span>Palantir: Commercial Momentum</span></p><p>Palantir’s commercial service offering consists chiefly of its software platforms, called Foundries, which allow companies to centralize and analyze all of a firm’s data. For companies, the advantages are obvious: they can improve their decision-making by using data analytics, run more efficient organizations and save costs.</p><p>Palantir’s Foundry platforms -- which are run as SaaS businesses -- are being rolled out to more and more commercial clients through its acquire-expand-scale model. Foundry for builders, as an example, has been made available to early-stage and growth companies last year and the company has been able to on-board new clients rapidly.</p><p>One segment that I believe is very promising is Palantir Healthcare which is seeing strong product adoption and revenue growth. Palantir Healthcare helps companies in the industry deal with large amounts of data and model different project outcomes to limit costs and operational risks. Palantir Healthcare has applications in both government and private sectors and it is one of the fastest-growing businesses for the company with 267% revenue growth in the first six months of FY 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aef1d4dd86eac86209db2b04e21aca37\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/><span>Source: Palantir</span></p><h2>Palantir&#39;s commercial operations have potential during a recession</h2><p>Palantir may see slowing growth in its commercial practice in the short term, but I believe the business will continue to grow... even in a recession. This is because companies look for cost-effective ways to grow their businesses and seek out cost savings during recessions. Adopting Palantir&#39;s Foundry platforms could be a preferred way for commercial clients to secure efficiency gains and invest in IT infrastructure.</p><h2>Free cash flow expectations for Q3&#39;22</h2><p>Palantir has disappointed my expectations for free cash flow growth in the last two quarters because the company has not on-boarded as many commercial clients as I thought it could. Palantir’s year-to-date free cash flow calculates to just $90.7M, down from $200.8M in the year-earlier period.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1156ab822c6840d7ed95f172c2831382\" tg-width=\"946\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/><span>Palantir: YTD 2022 Free Cash Flow</span></p><p>For the third quarter, I expect Palantir to report free cash flow between $60-65M which would mark an up to 7% improvement over the second quarter as a higher number of commercial clients improve Palantir&#39;s monetization.</p><p>Palantir has guided for $474 - $475M in revenues for Q3’22 and if the company can maintain its second-quarter free cash flow margin of 13%, Palantir would report free cash flow of $62M... which would fall into my estimated guidance range.</p><h2>Palantir is seeing down-ward pressure on estimates</h2><p>After the software analytics company reduced its revenue growth target to just 23% for FY 2022, revenue estimates have started to trend down. Analysts have down-graded their forward annual revenue estimates for Palantir more than just a few times in the last 90-days and all of the revisions were made to the down-side. In the last three months, there were 12 down-ward revenue revisions compared to 0 up-ward revisions. The trend is profoundly negative and unless Palantir reignites revenue growth through its commercial practice, the trend is likely going to remain negative.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a54ae04c6970fb03c315857d08048d71\" tg-width=\"640\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/><span>Palantir: Forward Annual Revenue Estimates</span></p><h2>Risks with Palantir</h2><p>I see three risks for Palantir heading into the earnings report next month:</p><ol><li>Palantir’s revenue guidance is still shaky and investors look for reaffirmation. The company has said that it expects revenues of $1.90-1.902B in FY 2022 which calculates to an implied growth rate of 23%. Just two quarters ago, Palantir guided for 30% annual revenue growth. If Palantir further cuts back its top line growth expectations, shares could go into a free-fall after the third-quarter earnings report.</li><li>Palantir’s free cash flow is the most important figure, I believe. If Palantir disappoints again with its Q3’22 free cash flow performance, the market may respond in an unforgiving manner.</li><li>The software analytics company has the potential to turn things around by reporting stronger (US) commercial revenue growth for Q3’22. If this happens, shares of Palantir could revalue higher. If the company yet again sees a deceleration of its top line growth in the third quarter -- which would be the second consecutive quarter of revenue deceleration in its fastest-growing business -- shares are also likely going to get pushed into another down-leg.</li></ol><h2>Final thoughts</h2><p>Expectations for Palantir are not very high heading into earnings because the software analytics company already cut its top line growth target for FY 2022 in the second quarter. If the firm, however, can convince investors with strong client acquisition in the commercial business and strong monetization, especially in the US, and avoid reporting a second consecutive quarter of revenue deceleration, the market may actually respond positively to Palantir’s earnings results. Risks have clearly grown in the last two quarters, and I believe the best strategy is to wait for Palantir to provide clarification about its commercial business momentum before buying into PLTR!</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>Palantir Q3 Earnings: What To Expect</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Q3 Earnings: What To Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 14:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4545655-palantir-pltr-stock-q3-earnings-what-to-expect><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is set to report Q3’22 results in November.I discuss my expectations for Palantir’s Q3 and what it would take for shares of the software analytics company to revalue higher.Investors ...</p>\n\n<a href=\"https://seekingalpha.com/article/4545655-palantir-pltr-stock-q3-earnings-what-to-expect\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4545655-palantir-pltr-stock-q3-earnings-what-to-expect","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274564850","content_text":"SummaryPalantir is set to report Q3’22 results in November.I discuss my expectations for Palantir’s Q3 and what it would take for shares of the software analytics company to revalue higher.Investors should chiefly focus on the US commercial business and free cash flow.Michael ViPalantir (NYSE:PLTR) is estimated to submit its earnings card for the third quarter on November 10, 2022, and the company’s commercial results are likely going to attract a lot of attention. This is because Palantir’s financial results have beenlargely driven by the on-boarding of commercial clients in the last five quarters, especially in the firm’s domestic commercial business. I also expect Palantir to comment on its revenue growth potential going forward since the software analytics company cut its top line outlook in the second quarter. I believe that Palantir has a good chance of beating estimates, but given the disappointments delivered in recent months, investors may want to take a cautious approach!A segment in focus: US commercialThe core highlight of Palantir’s third-quarter earnings sheet will be the commercial business which has been the software analytics company’s growth engine in the last few quarters. Palantir’s commercial top line growth slowed in Q2’22, however, due to macroeconomic headwinds that also resulted in Palantir ditching its annual 30% revenue growth target for FY 2022. In Q2’22, Palantir grew its commercial revenues 46% year over year which is a great rate of growth. However, revenue growth decelerated from 54% in Q1’22, indicating to investors that the company’s fastest-growing segment may be headed for a soft landing.The commercial business is really important for Palantir because, like I said, it has been driving the company’s entire financial performance. Palantir’s commercial business grew 3.5 times faster in Q2’22 than its anchor government business. The firm’s US commercial business grew at a rate of 120% in Q2’22 and a deceleration in Q3’22, unfortunately, must be expected as economic conditions deteriorated and inflation continues to pressure companies to apply stricter cost discipline.Palantir: Commercial MomentumPalantir’s commercial service offering consists chiefly of its software platforms, called Foundries, which allow companies to centralize and analyze all of a firm’s data. For companies, the advantages are obvious: they can improve their decision-making by using data analytics, run more efficient organizations and save costs.Palantir’s Foundry platforms -- which are run as SaaS businesses -- are being rolled out to more and more commercial clients through its acquire-expand-scale model. Foundry for builders, as an example, has been made available to early-stage and growth companies last year and the company has been able to on-board new clients rapidly.One segment that I believe is very promising is Palantir Healthcare which is seeing strong product adoption and revenue growth. Palantir Healthcare helps companies in the industry deal with large amounts of data and model different project outcomes to limit costs and operational risks. Palantir Healthcare has applications in both government and private sectors and it is one of the fastest-growing businesses for the company with 267% revenue growth in the first six months of FY 2022.Source: PalantirPalantir's commercial operations have potential during a recessionPalantir may see slowing growth in its commercial practice in the short term, but I believe the business will continue to grow... even in a recession. This is because companies look for cost-effective ways to grow their businesses and seek out cost savings during recessions. Adopting Palantir's Foundry platforms could be a preferred way for commercial clients to secure efficiency gains and invest in IT infrastructure.Free cash flow expectations for Q3'22Palantir has disappointed my expectations for free cash flow growth in the last two quarters because the company has not on-boarded as many commercial clients as I thought it could. Palantir’s year-to-date free cash flow calculates to just $90.7M, down from $200.8M in the year-earlier period.Palantir: YTD 2022 Free Cash FlowFor the third quarter, I expect Palantir to report free cash flow between $60-65M which would mark an up to 7% improvement over the second quarter as a higher number of commercial clients improve Palantir's monetization.Palantir has guided for $474 - $475M in revenues for Q3’22 and if the company can maintain its second-quarter free cash flow margin of 13%, Palantir would report free cash flow of $62M... which would fall into my estimated guidance range.Palantir is seeing down-ward pressure on estimatesAfter the software analytics company reduced its revenue growth target to just 23% for FY 2022, revenue estimates have started to trend down. Analysts have down-graded their forward annual revenue estimates for Palantir more than just a few times in the last 90-days and all of the revisions were made to the down-side. In the last three months, there were 12 down-ward revenue revisions compared to 0 up-ward revisions. The trend is profoundly negative and unless Palantir reignites revenue growth through its commercial practice, the trend is likely going to remain negative.Palantir: Forward Annual Revenue EstimatesRisks with PalantirI see three risks for Palantir heading into the earnings report next month:Palantir’s revenue guidance is still shaky and investors look for reaffirmation. The company has said that it expects revenues of $1.90-1.902B in FY 2022 which calculates to an implied growth rate of 23%. Just two quarters ago, Palantir guided for 30% annual revenue growth. If Palantir further cuts back its top line growth expectations, shares could go into a free-fall after the third-quarter earnings report.Palantir’s free cash flow is the most important figure, I believe. If Palantir disappoints again with its Q3’22 free cash flow performance, the market may respond in an unforgiving manner.The software analytics company has the potential to turn things around by reporting stronger (US) commercial revenue growth for Q3’22. If this happens, shares of Palantir could revalue higher. If the company yet again sees a deceleration of its top line growth in the third quarter -- which would be the second consecutive quarter of revenue deceleration in its fastest-growing business -- shares are also likely going to get pushed into another down-leg.Final thoughtsExpectations for Palantir are not very high heading into earnings because the software analytics company already cut its top line growth target for FY 2022 in the second quarter. If the firm, however, can convince investors with strong client acquisition in the commercial business and strong monetization, especially in the US, and avoid reporting a second consecutive quarter of revenue deceleration, the market may actually respond positively to Palantir’s earnings results. Risks have clearly grown in the last two quarters, and I believe the best strategy is to wait for Palantir to provide clarification about its commercial business momentum before buying into PLTR!","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913591539,"gmtCreate":1664006887821,"gmtModify":1676537378919,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913591539","repostId":"2269657466","repostType":4,"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913591628,"gmtCreate":1664006832964,"gmtModify":1676537378909,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913591628","repostId":"1191965677","repostType":4,"repost":{"id":"1191965677","pubTimestamp":1663982011,"share":"https://www.laohu8.com/m/news/1191965677?lang=&edition=full","pubTime":"2022-09-24 09:13","market":"us","language":"en","title":"Why Are Oil Stocks XOM, OXY, DVN Down Friday? ","url":"https://stock-news.laohu8.com/highlight/detail?id=1191965677","media":"InvestorPlace","summary":"There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pr","content":"<html><head></head><body><ul><li>There are three main reasons to answer the question: &#34;Why are oil stocks down today?&#34;</li><li>Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy stocks.</li><li>Lastly, the S&amp;P 500 is under significant pressure on Friday as it nears the 2022 lows, and energy stocks are being dragged down with it.</li></ul><p>Why are oil stocks down today? Well, it surely doesn’t help that the S&amp;P 500 is down more than 2% so far in Friday’s session and that crude oil prices are down almost 6%. That impact is being felt across the energy space today and this week.</p><p>For instance, the <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR ETF</a> is down 7% on the day. That’s on track for its worst one-day loss since May 9, when it fell 8.4%, and is now down 10.3% for the week. Further, the SPDR S&amp;P Oil &amp; Gas Exploration &amp; Production ETF (NYSEARCA:XOP) is down 8.4% on the day.</p><p>Specifically, <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> is down 5.7% on Friday and is 19.6% off its high. With a $356 billion market capitalization, Exxon is the largest energy company in the U.S.</p><p>Warren Buffett favorite <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a> is down more than 5% today and almost 9% for the week. It’s hitting its lowest level since Aug. 9. Lastly, Devon Energy (NYSE:DVN) is down almost 10% on the day and more than 15% this week.</p><p>However, to answer the question: “Why are oil stocks down today?” We have a somewhat complex answer.</p><h3>So Why Are Oil Stocks Down Today? Three Reasons</h3><p>We’ve gone from worrying about an energy supply shortage to worrying about a demand drop due to a global recession.</p><p>With fears of a recession in the back of everyone’s mind, oil prices are the lowest they’ve been since January. WTI crude hasn’t traded below $80 since Jan. 11 and earlier today, it marked a session low of $78.04.</p><p>Oil prices topped out at $130.50 in early March. At current prices, oil is down more than $52 a barrel, or a whopping 40%.</p><p>On top of falling energy prices, the surging U.S. dollar is acting as a headwind — both for oil prices and stocks. As the Federal Reserve continues to raise interest rates, the dollar continues to strengthen. A strong dollar is a negative for commodities and that can be seen today as oil, natural gas, copper, gold and other assets sink.</p><p>For what it’s worth, the dollar index is hitting its highest levels in 20 years.</p><p>So in essence, it’s more than just a supply imbalance or lack of demand. It’s worries over the global economy and the rising dollar that are sinking oil and energy prices. And if that weren’t enough, lastly, we have the fall in equities prices. The S&amp;P 500 is within 1% of its 2022 low, as the bear market growls and is not sparing any sector at the moment.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Are Oil Stocks XOM, OXY, DVN Down Friday? </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Are Oil Stocks XOM, OXY, DVN Down Friday? \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy ...</p>\n\n<a href=\"https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","XOM":"埃克森美孚","DVN":"德文能源"},"source_url":"https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191965677","content_text":"There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy stocks.Lastly, the S&P 500 is under significant pressure on Friday as it nears the 2022 lows, and energy stocks are being dragged down with it.Why are oil stocks down today? Well, it surely doesn’t help that the S&P 500 is down more than 2% so far in Friday’s session and that crude oil prices are down almost 6%. That impact is being felt across the energy space today and this week.For instance, the Energy Select Sector SPDR ETF is down 7% on the day. That’s on track for its worst one-day loss since May 9, when it fell 8.4%, and is now down 10.3% for the week. Further, the SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP) is down 8.4% on the day.Specifically, Exxon Mobil is down 5.7% on Friday and is 19.6% off its high. With a $356 billion market capitalization, Exxon is the largest energy company in the U.S.Warren Buffett favorite Occidental Petroleum is down more than 5% today and almost 9% for the week. It’s hitting its lowest level since Aug. 9. Lastly, Devon Energy (NYSE:DVN) is down almost 10% on the day and more than 15% this week.However, to answer the question: “Why are oil stocks down today?” We have a somewhat complex answer.So Why Are Oil Stocks Down Today? Three ReasonsWe’ve gone from worrying about an energy supply shortage to worrying about a demand drop due to a global recession.With fears of a recession in the back of everyone’s mind, oil prices are the lowest they’ve been since January. WTI crude hasn’t traded below $80 since Jan. 11 and earlier today, it marked a session low of $78.04.Oil prices topped out at $130.50 in early March. At current prices, oil is down more than $52 a barrel, or a whopping 40%.On top of falling energy prices, the surging U.S. dollar is acting as a headwind — both for oil prices and stocks. As the Federal Reserve continues to raise interest rates, the dollar continues to strengthen. A strong dollar is a negative for commodities and that can be seen today as oil, natural gas, copper, gold and other assets sink.For what it’s worth, the dollar index is hitting its highest levels in 20 years.So in essence, it’s more than just a supply imbalance or lack of demand. It’s worries over the global economy and the rising dollar that are sinking oil and energy prices. And if that weren’t enough, lastly, we have the fall in equities prices. The S&P 500 is within 1% of its 2022 low, as the bear market growls and is not sparing any sector at the moment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913591142,"gmtCreate":1664006798586,"gmtModify":1676537378904,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913591142","repostId":"2269657466","repostType":4,"repost":{"id":"2269657466","pubTimestamp":1663980236,"share":"https://www.laohu8.com/m/news/2269657466?lang=&edition=full","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<html><head></head><body><p>A lot of scary words have been floating around with &#34;recession&#34; and &#34;inflation&#34; at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.</p><p>That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it&#39;s not just the Dow as the Nasdaq has steadily fallen as well.</p><p>We all know the story and understand the fears, but market fears about what might happen don&#39;t actually track with what&#39;s actually happening in the U.S. economy.</p><h2>The U.S. Economy Has Been Strong</h2><p>Obviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That&#39;s not quite a historical low, but it&#39;s in that range. In addition, there&#39;s exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.</p><p>Job openings, however, don&#39;t always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, <a href=\"https://laohu8.com/S/YUM\">Yum! Brands</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and a number of other retailers have embraced a $15 minimum wage.</p><p>And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That&#39;s not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.</p><p>The economy is, of course, personal. If you can&#39;t find a job or afford to live where you want to, that&#39;s very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we&#39;re having relate to what might be called a pandemic hangover.</p><h2>Market Drops Are the Best Times to Invest</h2><p>Many of my favorite companies have dropped by 30% or more. I don&#39;t stop believing in <a href=\"https://laohu8.com/S/COST\">Costco</a>, <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>, or <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.</p><p>Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered &#34;every other companies&#39; IP&#34; or Disney&#39;s, you can make  a case to take Disney.</p><p>Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.</p><p>In a bad market, I cling to the mantra &#34;time in the market beats timing the market.&#34; Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.</p><p>After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don&#39;t check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.</p><p>BY DANIEL KLINE</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I'm Not Worried About the Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","YUM":"百胜餐饮集团","BK4108":"电影和娱乐","BK4567":"ESG概念","DIS":"迪士尼","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4209":"餐馆","BK4525":"远程办公概念","BK4566":"资本集团","BK4114":"综合货品商店","MSFT":"微软","BK4524":"宅经济概念","TGT":"塔吉特","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4527":"明星科技股","BK4538":"云计算","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","SBUX":"星巴克","BK4551":"寇图资本持仓","BK4136":"纸材料包装","BK4561":"索罗斯持仓","BK4097":"系统软件","COST":"好市多","BK4581":"高盛持仓","BK4155":"大卖场与超市","BK4504":"桥水持仓","WMT":"沃尔玛","BK4548":"巴美列捷福持仓","BK4516":"特朗普概念","BK4528":"SaaS概念"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937005833,"gmtCreate":1663312480622,"gmtModify":1676537250428,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937005833","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935157372,"gmtCreate":1663053666596,"gmtModify":1676537192358,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935157372","repostId":"2267688327","repostType":4,"repost":{"id":"2267688327","pubTimestamp":1663049528,"share":"https://www.laohu8.com/m/news/2267688327?lang=&edition=full","pubTime":"2022-09-13 14:12","market":"us","language":"en","title":"If You Think Tech Has Bottomed, Consider These Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2267688327","media":"TheStreet","summary":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasd","content":"<html><head></head><body><p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.</p><p>Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.</p><p>But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.</p><p>For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.</p><p>All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:</p><h2><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></h2><p>Morningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.</p><p>“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.</p><p>“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi said</p><p>He’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.</p><h2><a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Morningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.</p><p>“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.</p><p>“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”</p><p>He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.</p><h2><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>Romanoff puts fair value for the stock at $352. It recently traded at $266.</p><p>“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.</p><p>Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.</p><p>“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If You Think Tech Has Bottomed, Consider These Stocks</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; 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}\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 You Think Tech Has Bottomed, Consider These Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 14:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future ...</p>\n\n<a href=\"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","AMZN":"亚马逊","BK4561":"索罗斯持仓","BK4573":"虚拟现实","BK4097":"系统软件","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念","MSFT":"微软","BK4514":"搜索引擎","GOOGL":"谷歌A","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","GOOG":"谷歌"},"source_url":"https://www.thestreet.com/investing/tech-bottomed-alphabet-amazon-microsoft","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267688327","content_text":"Technology stocks have hit the skids this year amid soaring interest rates, with the tech-heavy Nasdaq Composite index falling 22% year to date.Rising rates hurt tech stocks by making their future earnings less attractive compared to the climbing interest rates on Treasury bonds.But have we hit bottom on tech stocks? The likely answer is no, as the Fed has made clear it will continue to raise rates. But it’s not 100% certain, and the Nasdaq Composite has soared 6% just since Sept. 6.For those of you who do want to start dabbling in tech stocks, here are three mega-caps you might consider. Morningstar assigns all of them a wide moat. A company with a moat can fend off competition and earn high returns on capital for many years to come, the research firm says.All three behemoths also are undervalued by at least 24% compared to the fair value estimates of Morningstar analysts. Here they are in alphabetical order:AlphabetMorningstar analyst Ali Mogharabi puts fair value for the stock at $169. It recently traded at $111.“Alphabet dominates the online search market with 80%-plus global share for Google, via which it generates strong revenue growth and cash flow,” he wrote in a commentary. That revenue comes from advertising.“We expect continuing growth in the firm’s cash flow, as we remain confident that Google will maintain its leadership in search,” Mogharabi saidHe’s optimistic about YouTube too. “We foresee it contributing more to the firm’s top and bottom lines,” Mogharabi said.AmazonMorningstar analyst Dan Romanoff puts fair value for the stock at $192. It recently traded at $136.“Amazon dominates its served markets, notably e-commerce and cloud services,” he wrote in a commentary.“It benefits from numerous competitive advantages and has emerged as the clear e-commerce leader thanks to its size and scale, which yield an unmatched selection of low-priced goods for consumers.”He’s impressed with Amazon’s Prime offering. It “ties Amazon’s e-commerce efforts together and provides a steady stream of high-margin recurring revenue from customers who purchase more frequently from Amazon’s properties,” Romanoff said.MicrosoftRomanoff puts fair value for the stock at $352. It recently traded at $266.“Since taking over as CEO in 2014, Satya Nadella has reinvented Microsoft into a cloud leader such that it has become one of two public cloud providers that can deliver a wide variety of PaaS/IaaS solutions at scale,” he wrote in a commentary.Paas stands for platform as a service, which entails a full cloud deployment. IaaS stands for infrastructure as a service, which entails cloud service on a pay-as you-go basis.“Additionally, Microsoft embraced the open-source movement and has largely transitioned from a traditional perpetual license model to a subscription model,” Mogharabi said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932347869,"gmtCreate":1662882371451,"gmtModify":1676537157520,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932347869","repostId":"2266319333","repostType":4,"repost":{"id":"2266319333","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1662802200,"share":"https://www.laohu8.com/m/news/2266319333?lang=&edition=full","pubTime":"2022-09-10 17:30","market":"us","language":"en","title":"Outlook for Tech Stocks Darkens After Rocky Stretch","url":"https://stock-news.laohu8.com/highlight/detail?id=2266319333","media":"Dow Jones","summary":"A rally in technology shares helped the stock market snap a three-week losing streak. There are alre","content":"<html><head></head><body><p>A rally in technology shares helped the stock market snap a three-week losing streak. There are already signs that reprieve may be short lived.</p><p>Investors are bailing out of technology-focused mutual and exchange-traded funds at the fastest clip since early February, when the tech selloff was first intensifying, according to data from Refinitiv Lipper. They yanked about $2.4 billion from such funds in the three weeks ended Wednesday.</p><p>The group has been among the hardest hit since the early summer stock-market rally fizzled amid dimming hopes for a pivot by the Federal Reserve. Last week, clues on the central bank&#39;s interest-rate path continued to drive big swings in stocks -- as of Tuesday, the Nasdaq Composite was in the midst of a seven-session losing streak, its longest since 2016, before it rocketed higher over the following three days.</p><p>Even after rallying 4.1% this past week, the tech-heavy gauge is still down around 3.1% over the past month, underperforming the S&amp;P 500, which is off 1.3%. In 2022, the Nasdaq has fallen 23% and is headed toward its worst annual performance relative to the broad benchmark since 2002.</p><p>&#34;It&#39;s a volatile year -- it&#39;s never easy to sound the all clear from a short-term basis,&#34; said Giorgio Caputo, a senior fund manager at J O Hambro Capital Management Group.</p><p>Still, Mr. Caputo said he thinks the entry point to pick up tech shares is better now than it was earlier in the year.</p><p>In the coming week, traders will be closely parsing fresh data on consumer prices for clues on the path of interest-rate increases, a report that could stoke giant moves across stock and bond markets.</p><p>Tech stocks have been more susceptible to rapidly shifting sentiment in the bond market -- which is in one of the most intense downturns in decades -- than many other corners of the stock market. That is in part because rising yields make their future cash flows less attractive and have led many investors to flee the shares.</p><p>Even after the downturn this year, many analysts say tech stocks still appear richly valued. Apple Inc., Microsoft Corp., Alphabet Inc., Amazon.com Inc., Tesla Inc., <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. and Nvidia Corp. have on average a forward 12-month price-to-earnings ratio of 38, compared with 16.7 for the S&amp;P 500, according to DataTrek Research.</p><p>&#34;If you expect that there&#39;s going to be stiff economic headwinds and realize that the Fed is in inflation fighting mode, those valuations are still at risk of coming lower,&#34; said Jake Jolly, senior investment strategist at BNY Mellon Investment Management, which oversees about $1.9 trillion in assets, of tech stocks.</p><p>Many traders expect the Federal Reserve to raise interest rates by 0.75 percentage point for the third consecutive time at its meeting later this month as it looks to combat sky-high inflation.</p><p>Analysts have taken an especially aggressive hand with companies in the tech sector when evaluating their earnings estimates.</p><p>Expectations for third-quarter earnings within the S&amp;P 500&#39;s information technology and communication services sectors -- home to the parent companies of Facebook and Google -- have fallen by about 9% and 13%, respectively, over roughly the past two months. Those are the steepest declines among any of the groups in the index, FactSet data show. Analysts have slashed their estimates on everything from Twitter Inc. to Meta and Alphabet.</p><p>An options measure called skew, which measures how costly it is to protect against further stock declines, is elevated for stocks such as Microsoft, Amazon, Meta and Nvidia, according to Charlie McElligott, a managing director at Nomura Securities International. That is typically a sign that some traders are positioning for a bigger drop.</p><p>Meanwhile, semiconductor stocks, such as Nvidia and Advanced Micro Devices Inc., have faced some of the most acute pressure of late. Both stocks have tumbled more than 10% over the past month, a slide that has erased tens of billions of dollars in market value.</p><p>&#34;We continue to believe we are entering the worst semiconductor downturn in a decade given the recession and inventory build,&#34; Citigroup analysts wrote in a note to clients on Aug. 30. The analysts projected that the PHLX Semiconductor Index would fall another 25%.</p><p>The underperformance in tech is bad news for the broader market, which is closely correlated to the group&#39;s performance. The S&amp;P 500 is weighted by market cap, and most of its biggest constituents remain in the tech industry.</p><p>The recent selloff -- and late-week rally in tech -- has led some investors to question whether the worst of the declines are over after an already punishing year. Much of the debate around tech&#39;s performance hinges on the path of Treasury yields in the coming months.</p><p>If inflation keeps falling and economic growth flounders, that could be a boon to the sector, especially if the Fed eventually eases up on raising interest rates, some investors said.</p><p>Goldman Sachs analysts recently suggested that could lead to a repeat of 2019, when shares of growth stocks outperformed their value counterparts as the Fed shifted to cutting rates after steadily raising them. That said, the bank said it is still expecting shares of value companies -- traditionally considered those that trade at a low multiple of their book value, or net worth -- to shine.</p><p>Some investors have gone hunting for bargains, positioning for a rebound. One fund that provides turbocharged exposure to the Nasdaq-100, the ProShares UltraPro QQQ, recently recorded its biggest one-day inflows since early June, FactSet data show.</p><p>Christopher Grisanti, chief equity strategist of MAI Capital Management, said his firm trimmed some of its tech positions earlier in the year. Now, after the continued selloff, he thinks several companies in the group, including Alphabet, look attractive.</p><p>&#34;If you want to pick the best house to buy in this crummy neighborhood that&#39;s the market right now, I think tech is looking relatively attractive,&#34; Mr. Grisanti said. &#34;Should we roll into a recession, they&#39;ll lose me less money than other things.&#34;</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>Outlook for Tech Stocks Darkens After Rocky Stretch</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\">\nOutlook for Tech Stocks Darkens After Rocky Stretch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-10 17:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A rally in technology shares helped the stock market snap a three-week losing streak. There are already signs that reprieve may be short lived.</p><p>Investors are bailing out of technology-focused mutual and exchange-traded funds at the fastest clip since early February, when the tech selloff was first intensifying, according to data from Refinitiv Lipper. They yanked about $2.4 billion from such funds in the three weeks ended Wednesday.</p><p>The group has been among the hardest hit since the early summer stock-market rally fizzled amid dimming hopes for a pivot by the Federal Reserve. Last week, clues on the central bank&#39;s interest-rate path continued to drive big swings in stocks -- as of Tuesday, the Nasdaq Composite was in the midst of a seven-session losing streak, its longest since 2016, before it rocketed higher over the following three days.</p><p>Even after rallying 4.1% this past week, the tech-heavy gauge is still down around 3.1% over the past month, underperforming the S&amp;P 500, which is off 1.3%. In 2022, the Nasdaq has fallen 23% and is headed toward its worst annual performance relative to the broad benchmark since 2002.</p><p>&#34;It&#39;s a volatile year -- it&#39;s never easy to sound the all clear from a short-term basis,&#34; said Giorgio Caputo, a senior fund manager at J O Hambro Capital Management Group.</p><p>Still, Mr. Caputo said he thinks the entry point to pick up tech shares is better now than it was earlier in the year.</p><p>In the coming week, traders will be closely parsing fresh data on consumer prices for clues on the path of interest-rate increases, a report that could stoke giant moves across stock and bond markets.</p><p>Tech stocks have been more susceptible to rapidly shifting sentiment in the bond market -- which is in one of the most intense downturns in decades -- than many other corners of the stock market. That is in part because rising yields make their future cash flows less attractive and have led many investors to flee the shares.</p><p>Even after the downturn this year, many analysts say tech stocks still appear richly valued. Apple Inc., Microsoft Corp., Alphabet Inc., Amazon.com Inc., Tesla Inc., <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. and Nvidia Corp. have on average a forward 12-month price-to-earnings ratio of 38, compared with 16.7 for the S&amp;P 500, according to DataTrek Research.</p><p>&#34;If you expect that there&#39;s going to be stiff economic headwinds and realize that the Fed is in inflation fighting mode, those valuations are still at risk of coming lower,&#34; said Jake Jolly, senior investment strategist at BNY Mellon Investment Management, which oversees about $1.9 trillion in assets, of tech stocks.</p><p>Many traders expect the Federal Reserve to raise interest rates by 0.75 percentage point for the third consecutive time at its meeting later this month as it looks to combat sky-high inflation.</p><p>Analysts have taken an especially aggressive hand with companies in the tech sector when evaluating their earnings estimates.</p><p>Expectations for third-quarter earnings within the S&amp;P 500&#39;s information technology and communication services sectors -- home to the parent companies of Facebook and Google -- have fallen by about 9% and 13%, respectively, over roughly the past two months. Those are the steepest declines among any of the groups in the index, FactSet data show. Analysts have slashed their estimates on everything from Twitter Inc. to Meta and Alphabet.</p><p>An options measure called skew, which measures how costly it is to protect against further stock declines, is elevated for stocks such as Microsoft, Amazon, Meta and Nvidia, according to Charlie McElligott, a managing director at Nomura Securities International. That is typically a sign that some traders are positioning for a bigger drop.</p><p>Meanwhile, semiconductor stocks, such as Nvidia and Advanced Micro Devices Inc., have faced some of the most acute pressure of late. Both stocks have tumbled more than 10% over the past month, a slide that has erased tens of billions of dollars in market value.</p><p>&#34;We continue to believe we are entering the worst semiconductor downturn in a decade given the recession and inventory build,&#34; Citigroup analysts wrote in a note to clients on Aug. 30. The analysts projected that the PHLX Semiconductor Index would fall another 25%.</p><p>The underperformance in tech is bad news for the broader market, which is closely correlated to the group&#39;s performance. The S&amp;P 500 is weighted by market cap, and most of its biggest constituents remain in the tech industry.</p><p>The recent selloff -- and late-week rally in tech -- has led some investors to question whether the worst of the declines are over after an already punishing year. Much of the debate around tech&#39;s performance hinges on the path of Treasury yields in the coming months.</p><p>If inflation keeps falling and economic growth flounders, that could be a boon to the sector, especially if the Fed eventually eases up on raising interest rates, some investors said.</p><p>Goldman Sachs analysts recently suggested that could lead to a repeat of 2019, when shares of growth stocks outperformed their value counterparts as the Fed shifted to cutting rates after steadily raising them. That said, the bank said it is still expecting shares of value companies -- traditionally considered those that trade at a low multiple of their book value, or net worth -- to shine.</p><p>Some investors have gone hunting for bargains, positioning for a rebound. One fund that provides turbocharged exposure to the Nasdaq-100, the ProShares UltraPro QQQ, recently recorded its biggest one-day inflows since early June, FactSet data show.</p><p>Christopher Grisanti, chief equity strategist of MAI Capital Management, said his firm trimmed some of its tech positions earlier in the year. Now, after the continued selloff, he thinks several companies in the group, including Alphabet, look attractive.</p><p>&#34;If you want to pick the best house to buy in this crummy neighborhood that&#39;s the market right now, I think tech is looking relatively attractive,&#34; Mr. Grisanti said. &#34;Should we roll into a recession, they&#39;ll lose me less money than other things.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RCKY":"Rocky Brands","BK4146":"鞋类"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266319333","content_text":"A rally in technology shares helped the stock market snap a three-week losing streak. There are already signs that reprieve may be short lived.Investors are bailing out of technology-focused mutual and exchange-traded funds at the fastest clip since early February, when the tech selloff was first intensifying, according to data from Refinitiv Lipper. They yanked about $2.4 billion from such funds in the three weeks ended Wednesday.The group has been among the hardest hit since the early summer stock-market rally fizzled amid dimming hopes for a pivot by the Federal Reserve. Last week, clues on the central bank's interest-rate path continued to drive big swings in stocks -- as of Tuesday, the Nasdaq Composite was in the midst of a seven-session losing streak, its longest since 2016, before it rocketed higher over the following three days.Even after rallying 4.1% this past week, the tech-heavy gauge is still down around 3.1% over the past month, underperforming the S&P 500, which is off 1.3%. In 2022, the Nasdaq has fallen 23% and is headed toward its worst annual performance relative to the broad benchmark since 2002.\"It's a volatile year -- it's never easy to sound the all clear from a short-term basis,\" said Giorgio Caputo, a senior fund manager at J O Hambro Capital Management Group.Still, Mr. Caputo said he thinks the entry point to pick up tech shares is better now than it was earlier in the year.In the coming week, traders will be closely parsing fresh data on consumer prices for clues on the path of interest-rate increases, a report that could stoke giant moves across stock and bond markets.Tech stocks have been more susceptible to rapidly shifting sentiment in the bond market -- which is in one of the most intense downturns in decades -- than many other corners of the stock market. That is in part because rising yields make their future cash flows less attractive and have led many investors to flee the shares.Even after the downturn this year, many analysts say tech stocks still appear richly valued. Apple Inc., Microsoft Corp., Alphabet Inc., Amazon.com Inc., Tesla Inc., Meta Platforms Inc. and Nvidia Corp. have on average a forward 12-month price-to-earnings ratio of 38, compared with 16.7 for the S&P 500, according to DataTrek Research.\"If you expect that there's going to be stiff economic headwinds and realize that the Fed is in inflation fighting mode, those valuations are still at risk of coming lower,\" said Jake Jolly, senior investment strategist at BNY Mellon Investment Management, which oversees about $1.9 trillion in assets, of tech stocks.Many traders expect the Federal Reserve to raise interest rates by 0.75 percentage point for the third consecutive time at its meeting later this month as it looks to combat sky-high inflation.Analysts have taken an especially aggressive hand with companies in the tech sector when evaluating their earnings estimates.Expectations for third-quarter earnings within the S&P 500's information technology and communication services sectors -- home to the parent companies of Facebook and Google -- have fallen by about 9% and 13%, respectively, over roughly the past two months. Those are the steepest declines among any of the groups in the index, FactSet data show. Analysts have slashed their estimates on everything from Twitter Inc. to Meta and Alphabet.An options measure called skew, which measures how costly it is to protect against further stock declines, is elevated for stocks such as Microsoft, Amazon, Meta and Nvidia, according to Charlie McElligott, a managing director at Nomura Securities International. That is typically a sign that some traders are positioning for a bigger drop.Meanwhile, semiconductor stocks, such as Nvidia and Advanced Micro Devices Inc., have faced some of the most acute pressure of late. Both stocks have tumbled more than 10% over the past month, a slide that has erased tens of billions of dollars in market value.\"We continue to believe we are entering the worst semiconductor downturn in a decade given the recession and inventory build,\" Citigroup analysts wrote in a note to clients on Aug. 30. The analysts projected that the PHLX Semiconductor Index would fall another 25%.The underperformance in tech is bad news for the broader market, which is closely correlated to the group's performance. The S&P 500 is weighted by market cap, and most of its biggest constituents remain in the tech industry.The recent selloff -- and late-week rally in tech -- has led some investors to question whether the worst of the declines are over after an already punishing year. Much of the debate around tech's performance hinges on the path of Treasury yields in the coming months.If inflation keeps falling and economic growth flounders, that could be a boon to the sector, especially if the Fed eventually eases up on raising interest rates, some investors said.Goldman Sachs analysts recently suggested that could lead to a repeat of 2019, when shares of growth stocks outperformed their value counterparts as the Fed shifted to cutting rates after steadily raising them. That said, the bank said it is still expecting shares of value companies -- traditionally considered those that trade at a low multiple of their book value, or net worth -- to shine.Some investors have gone hunting for bargains, positioning for a rebound. One fund that provides turbocharged exposure to the Nasdaq-100, the ProShares UltraPro QQQ, recently recorded its biggest one-day inflows since early June, FactSet data show.Christopher Grisanti, chief equity strategist of MAI Capital Management, said his firm trimmed some of its tech positions earlier in the year. Now, after the continued selloff, he thinks several companies in the group, including Alphabet, look attractive.\"If you want to pick the best house to buy in this crummy neighborhood that's the market right now, I think tech is looking relatively attractive,\" Mr. Grisanti said. \"Should we roll into a recession, they'll lose me less money than other 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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":1631262237,"share":"https://www.laohu8.com/m/news/1109265652?lang=&edition=full","pubTime":"2021-09-10 16:23","market":"us","language":"en","title":"UP Fintech reports revenues of US$60.2 million for Q2,2021","url":"https://stock-news.laohu8.com/highlight/detail?id=1109265652","media":"Tiger Newspress","summary":"UP Fintech reported revenues of US$60.2 million for the second quarter endedJune 30, 2021 compared t","content":"<p>UP Fintech&nbsp;reported revenues of US$60.2 million for the second quarter endedJune&nbsp;30, 2021 compared to revenue of&nbsp;US$30.3 million&nbsp;in the second quarter of 2020.</p><p>During the second quarter, the total number of funded accounts increased to529,100. The Company added more funded accounts in the first six months of 2021 than it did in its entire cumulative operating history.The total account balance increased 188.9% year-over-year to US$23.9 billion as the Company continued to attract new clients from multiple international markets. In Singapore, UP Fintech’s local subsidiary,Tiger Brokers (Singapore) Pte. Ltd.,launched new products and in-APP functions such as an industry heatmap,Mini USD/CNH futures, and OSE futures, supplementing the wide range of analytical tools and securities trading functions available on the Company’s platform.<img src=\"https://static.tigerbbs.com/b7bc4cf25fe457b9b81af3662de55edb\" tg-width=\"1080\" tg-height=\"19505\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UP Fintech reports revenues of US$60.2 million for Q2,2021</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\">\nUP Fintech reports revenues of US$60.2 million for Q2,2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-09-10 16:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>UP Fintech&nbsp;reported revenues of US$60.2 million for the second quarter endedJune&nbsp;30, 2021 compared to revenue of&nbsp;US$30.3 million&nbsp;in the second quarter of 2020.</p><p>During the second quarter, the total number of funded accounts increased to529,100. The Company added more funded accounts in the first six months of 2021 than it did in its entire cumulative operating history.The total account balance increased 188.9% year-over-year to US$23.9 billion as the Company continued to attract new clients from multiple international markets. In Singapore, UP Fintech’s local subsidiary,Tiger Brokers (Singapore) Pte. Ltd.,launched new products and in-APP functions such as an industry heatmap,Mini USD/CNH futures, and OSE futures, supplementing the wide range of analytical tools and securities trading functions available on the Company’s platform.<img src=\"https://static.tigerbbs.com/b7bc4cf25fe457b9b81af3662de55edb\" tg-width=\"1080\" tg-height=\"19505\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109265652","content_text":"UP Fintech reported revenues of US$60.2 million for the second quarter endedJune 30, 2021 compared to revenue of US$30.3 million in the second quarter of 2020.During the second quarter, the total number of funded accounts increased to529,100. The Company added more funded accounts in the first six months of 2021 than it did in its entire cumulative operating history.The total account balance increased 188.9% year-over-year to US$23.9 billion as the Company continued to attract new clients from multiple international markets. In Singapore, UP Fintech’s local subsidiary,Tiger Brokers (Singapore) Pte. Ltd.,launched new products and in-APP functions such as an industry heatmap,Mini USD/CNH futures, and OSE futures, supplementing the wide range of analytical tools and securities trading functions available on the Company’s platform.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810704994,"gmtCreate":1630004626018,"gmtModify":1676530197606,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Good.","listText":"Good.","text":"Good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810704994","repostId":"2162931260","repostType":4,"repost":{"id":"2162931260","pubTimestamp":1629982994,"share":"https://www.laohu8.com/m/news/2162931260?lang=&edition=full","pubTime":"2021-08-26 21:03","market":"us","language":"en","title":"4 Growth Stocks With 116% to 247% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2162931260","media":"Motley Fool","summary":"Analysts' high-water price targets foresee these fast-growing stocks doubling or tripling in value.","content":"<p>Patience has paid off handsomely for investors in 2021. It's been over nine months since the benchmark <b>S&amp;P 500</b> underwent even a 5% correction. Panning out a bit further, the widely followed index has doubled since hitting its bear-market low on March 23, 2020.</p>\n<p>Yet, even with the stock market mowing down record highs on a regular basis this year, Wall Street still sees value in a number of growth stocks. Based on the highest price target issued by a Wall Street analyst or investment bank, the following four growth stocks could deliver gains ranging from 116% to as much as 247%.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640299%2Fbull-market-rising-stock-chart-economy-bear-newspaper-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"525\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Tesla Motors: Implied upside of 134%</h2>\n<p>Few stocks are as polarizing on Wall Street, from the perspective of price targets, than electric vehicle (EV) company <b>Tesla Motors</b> (NASDAQ:TSLA). Whereas <a href=\"https://laohu8.com/S/AONE.U\">one</a> analyst foresees approximately 90% downside in shares of the company, another believes Tesla could \"motor\" its way to $1,591 a share. This would represent 134% upside from where the company ended this past week.</p>\n<p>On one hand, Tesla has clear-cut advantages that are driving it forward. For instance, its battery technology offers more capacity, range, and power than competing EV manufacturers. Tesla has also built itself from the ground up to mass production. Based on its second-quarter deliveries of 201,250, the company looks to be on its way to topping 1 million annual deliveries by as soon as next year.&nbsp; Finally, don't overlook that Tesla has visionary Elon Musk as its CEO.</p>\n<p>On the other hand, it's unlikely that Tesla will be able to hang onto its competitive edges over the long run, with auto stocks like <b>Ford Motor Company</b>&nbsp;and <b>General Motors</b>&nbsp;respectively investing $30 billion and $35 billion through mid-decade in EVs and related technology. Both companies plan to respectively launch 30 new EVs globally by 2025.</p>\n<p>Perhaps the biggest concern is that Tesla hadn't generated a true operating profit until the latest quarter. Though it's been profitable for more than a year, the company had relied on selling renewable energy credits and one-time asset sales (e.g., <b>Bitcoin</b>) to generate a profit. If Tesla is ever going to hit $1,591 a share, its EV sales, not one-time benefits, will have to do the talking.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640299%2Fmarijuana-cannabis-oil-pot-weed-leaf-drug-medical-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"568\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Green Thumb Industries: Implied upside of 116%</h2>\n<p>Wall Street also sees U.S. marijuana stocks budding over the coming year. In particular, one Wall Street analyst believes multistate operator (MSO) <b>Green Thumb Industries</b> (OTC:GTBIF) can rally to north of $61 a share, which would equate to 116% implied upside.</p>\n<p>The great thing for U.S. MSOs is that they don't need federal reform to thrive. We've watched 36 states legalize cannabis in some capacity, which is providing more than enough of a growth opportunity for MSOs and ancillary players to succeed. By mid-decade, <a href=\"https://laohu8.com/S/NFC.U\">New Frontier</a> Data is predicting that the U.S. weed industry could bring in $41.5 billion in annual sales.</p>\n<p>Green Thumb currently has 62 operating dispensaries, with 111 total retail licenses in its back pocket and a presence in 14 states. This is a company that's been picky about its expansion and has generally focused on either high-dollar states or markets protected by limited license issuance. In Illinois, for instance, the number of retail licenses issued, in total and to a single business, is capped. This should give Green Thumb a good opportunity to gobble up market share in a billion-dollar market.</p>\n<p>But the best aspect of Green Thumb is arguably its product mix. A majority of the company's sales come from derivatives, such as vapes, edibles, and infused beverages. Since derivatives generate higher margins than dried cannabis flower and are less likely to face supply issues, they're the reason Green Thumb has been profitable on a recurring basis for the past year. In other words, Wall Street's most aggressive price target may become a reality.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69c8d46ab082fe9b933b958f3354a003\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Skillz: Implied upside of 138%</h2>\n<p>Another high-growth stock at least one Wall Street analyst believes could soar is mobile gaming platform <b>Skillz</b> (NYSE:SKLZ). With a high-water price target of $25, the implication is that Skillz could return up to 138% for its shareholders over the next year.</p>\n<p>To be upfront, Skillz has performed very poorly of late. It's lost more than three-quarters of its value since early February, which is a reflection of the company's operating losses expanding. Skillz has been increasing its headcount, marketing to expand its reach, and making acquisitions. This all points to ongoing operating losses for the foreseeable future.</p>\n<p>However, there's no denying the potential for this company, either. During the first quarter, approximately 17% of its monthly active users were paying to play on its platform, which is substantially higher than the industry conversion average of around 2%. Furthermore, with Skillz acting as a middleman platform for gamers, its ongoing operating expenses (aside from marketing) are quite low. As a result, it's been consistently generating a gross margin of 95%.</p>\n<p>Probably the most exciting thing for Skillz is the multiyear agreement it signed with the National Football League (NFL) in February. Football is the most popular sport in the United States. The expectation is that NFL-themed games will hit its platform in 2022, which could bring in a number of new users and partnerships.</p>\n<p>While I do believe a $25 price target is possible, investors will need to exercise patience as Skillz focuses on expanding its brand.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F640299%2Fbiotech-lab-researcher-examining-test-tube-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Exelixis: Implied upside of 247%</h2>\n<p>But the crème de la crème of potential upside comes from biotech stock <b>Exelixis</b> (NASDAQ:EXEL). With investment firm HC Wainwright recently anointing Exelixis with a $64 price target, the implied upside for shareholders is an insane 247%, based on where it closed last week. In fact, Exelixis' share price is currently below all 13 issued Wall Street price targets.</p>\n<p>If you're looking for a reason behind Exelixis' relative \"cheapness\" to Wall Street's price targets, the company's late-June interim data release from the Cosmic-312 study holds the answer. While the ongoing phase 3 study of Exelixis' leading cancer drug, Cabometyx, in combination with atezolizumab demonstrated a statistically significant improvement in progression-free survival for previously untreated liver cancer patients, the data looked unlikely to produce a statistically significant survival benefit.</p>\n<p>Although this might sound like a disappointment, it's par for the course when developing cancer drugs. Thus far, Cabometyx has been approved as a treatment for first- and second-line renal cell carcinoma (RCC) and advanced hepatocellular carcinoma. These indications alone should push its annual sales past $1 billion in 2022.</p>\n<p>However, Cabometyx is being examined in around six dozen additional studies as a monotherapy or combination treatment. If even a handful of these trials succeed, label expansion opportunities could send Exelixis markedly higher. It's worth pointing out that one of these studies, CheckMate-9ER, already led the Food and Drug Administration to approve the combination of Cabometyx and <b>Bristol Myers Squibb</b>'s cancer immunotherapy Opdivo as a treatment for first-line RCC.</p>\n<p>With a hearty cash pile and plenty of long-term momentum for Cabometyx, Exelixis looks incredibly cheap. I'm not certain that $64 is in the cards, but higher than where it currently sits is the direction it's likely headed.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Growth Stocks With 116% to 247% Upside, According to Wall Street</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\">\n4 Growth Stocks With 116% to 247% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 21:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/26/4-growth-stocks-with-116-to-247-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Patience has paid off handsomely for investors in 2021. It's been over nine months since the benchmark S&P 500 underwent even a 5% correction. Panning out a bit further, the widely followed index has ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/26/4-growth-stocks-with-116-to-247-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","SKLZ":"Skillz Inc","EXEL":"伊克力西斯","GTBIF":"Green Thumb Industries Inc."},"source_url":"https://www.fool.com/investing/2021/08/26/4-growth-stocks-with-116-to-247-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162931260","content_text":"Patience has paid off handsomely for investors in 2021. It's been over nine months since the benchmark S&P 500 underwent even a 5% correction. Panning out a bit further, the widely followed index has doubled since hitting its bear-market low on March 23, 2020.\nYet, even with the stock market mowing down record highs on a regular basis this year, Wall Street still sees value in a number of growth stocks. Based on the highest price target issued by a Wall Street analyst or investment bank, the following four growth stocks could deliver gains ranging from 116% to as much as 247%.\nImage source: Getty Images.\nTesla Motors: Implied upside of 134%\nFew stocks are as polarizing on Wall Street, from the perspective of price targets, than electric vehicle (EV) company Tesla Motors (NASDAQ:TSLA). Whereas one analyst foresees approximately 90% downside in shares of the company, another believes Tesla could \"motor\" its way to $1,591 a share. This would represent 134% upside from where the company ended this past week.\nOn one hand, Tesla has clear-cut advantages that are driving it forward. For instance, its battery technology offers more capacity, range, and power than competing EV manufacturers. Tesla has also built itself from the ground up to mass production. Based on its second-quarter deliveries of 201,250, the company looks to be on its way to topping 1 million annual deliveries by as soon as next year.  Finally, don't overlook that Tesla has visionary Elon Musk as its CEO.\nOn the other hand, it's unlikely that Tesla will be able to hang onto its competitive edges over the long run, with auto stocks like Ford Motor Company and General Motors respectively investing $30 billion and $35 billion through mid-decade in EVs and related technology. Both companies plan to respectively launch 30 new EVs globally by 2025.\nPerhaps the biggest concern is that Tesla hadn't generated a true operating profit until the latest quarter. Though it's been profitable for more than a year, the company had relied on selling renewable energy credits and one-time asset sales (e.g., Bitcoin) to generate a profit. If Tesla is ever going to hit $1,591 a share, its EV sales, not one-time benefits, will have to do the talking.\nImage source: Getty Images.\nGreen Thumb Industries: Implied upside of 116%\nWall Street also sees U.S. marijuana stocks budding over the coming year. In particular, one Wall Street analyst believes multistate operator (MSO) Green Thumb Industries (OTC:GTBIF) can rally to north of $61 a share, which would equate to 116% implied upside.\nThe great thing for U.S. MSOs is that they don't need federal reform to thrive. We've watched 36 states legalize cannabis in some capacity, which is providing more than enough of a growth opportunity for MSOs and ancillary players to succeed. By mid-decade, New Frontier Data is predicting that the U.S. weed industry could bring in $41.5 billion in annual sales.\nGreen Thumb currently has 62 operating dispensaries, with 111 total retail licenses in its back pocket and a presence in 14 states. This is a company that's been picky about its expansion and has generally focused on either high-dollar states or markets protected by limited license issuance. In Illinois, for instance, the number of retail licenses issued, in total and to a single business, is capped. This should give Green Thumb a good opportunity to gobble up market share in a billion-dollar market.\nBut the best aspect of Green Thumb is arguably its product mix. A majority of the company's sales come from derivatives, such as vapes, edibles, and infused beverages. Since derivatives generate higher margins than dried cannabis flower and are less likely to face supply issues, they're the reason Green Thumb has been profitable on a recurring basis for the past year. In other words, Wall Street's most aggressive price target may become a reality.\nImage source: Getty Images.\nSkillz: Implied upside of 138%\nAnother high-growth stock at least one Wall Street analyst believes could soar is mobile gaming platform Skillz (NYSE:SKLZ). With a high-water price target of $25, the implication is that Skillz could return up to 138% for its shareholders over the next year.\nTo be upfront, Skillz has performed very poorly of late. It's lost more than three-quarters of its value since early February, which is a reflection of the company's operating losses expanding. Skillz has been increasing its headcount, marketing to expand its reach, and making acquisitions. This all points to ongoing operating losses for the foreseeable future.\nHowever, there's no denying the potential for this company, either. During the first quarter, approximately 17% of its monthly active users were paying to play on its platform, which is substantially higher than the industry conversion average of around 2%. Furthermore, with Skillz acting as a middleman platform for gamers, its ongoing operating expenses (aside from marketing) are quite low. As a result, it's been consistently generating a gross margin of 95%.\nProbably the most exciting thing for Skillz is the multiyear agreement it signed with the National Football League (NFL) in February. Football is the most popular sport in the United States. The expectation is that NFL-themed games will hit its platform in 2022, which could bring in a number of new users and partnerships.\nWhile I do believe a $25 price target is possible, investors will need to exercise patience as Skillz focuses on expanding its brand.\nImage source: Getty Images.\nExelixis: Implied upside of 247%\nBut the crème de la crème of potential upside comes from biotech stock Exelixis (NASDAQ:EXEL). With investment firm HC Wainwright recently anointing Exelixis with a $64 price target, the implied upside for shareholders is an insane 247%, based on where it closed last week. In fact, Exelixis' share price is currently below all 13 issued Wall Street price targets.\nIf you're looking for a reason behind Exelixis' relative \"cheapness\" to Wall Street's price targets, the company's late-June interim data release from the Cosmic-312 study holds the answer. While the ongoing phase 3 study of Exelixis' leading cancer drug, Cabometyx, in combination with atezolizumab demonstrated a statistically significant improvement in progression-free survival for previously untreated liver cancer patients, the data looked unlikely to produce a statistically significant survival benefit.\nAlthough this might sound like a disappointment, it's par for the course when developing cancer drugs. Thus far, Cabometyx has been approved as a treatment for first- and second-line renal cell carcinoma (RCC) and advanced hepatocellular carcinoma. These indications alone should push its annual sales past $1 billion in 2022.\nHowever, Cabometyx is being examined in around six dozen additional studies as a monotherapy or combination treatment. If even a handful of these trials succeed, label expansion opportunities could send Exelixis markedly higher. It's worth pointing out that one of these studies, CheckMate-9ER, already led the Food and Drug Administration to approve the combination of Cabometyx and Bristol Myers Squibb's cancer immunotherapy Opdivo as a treatment for first-line RCC.\nWith a hearty cash pile and plenty of long-term momentum for Cabometyx, Exelixis looks incredibly cheap. I'm not certain that $64 is in the cards, but higher than where it currently sits is the direction it's likely headed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937005833,"gmtCreate":1663312480622,"gmtModify":1676537250428,"author":{"id":"3585112752489151","authorId":"3585112752489151","name":"Klinwx","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937005833","isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}