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2022-08-04

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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":1659627509,"share":"https://ttm.financial/m/news/2256993259?lang=&edition=fundamental","pubTime":"2022-08-04 23:38","market":"us","language":"en","title":"Wall Street's \"Fear Gauge\" in Limbo As Big Investors Keep Shunning Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2256993259","media":"Reuters","summary":"(Reuters) - Wall Street’s most closely watched gauge of market anxiety shows expectations of choppy ","content":"<html><head></head><body><p>(Reuters) - Wall Street’s most closely watched gauge of market anxiety shows expectations of choppy trading ahead despite a recent snapback in U.S. stocks, though institutional investors&#39; low exposure to equities may help curb gyrations.</p><p>The Cboe Volatility Index, an options-based indicator that reflects demand for protection against drops in the stock market, recently stood at 23, following a sharp rally in stocks that has taken the S&amp;P 500 index up 12% from its mid-June low on expectations that the Federal Reserve may be less hawkish than anticipated in its fight against inflation.</p><p>VIX readings above 20 are generally associated with an elevated sense of investor anxiety about the near-term outlook for stocks, while readings north of 30 or 35 point to acute fear.</p><p>The VIX is well above its long-term median of 17.7, signaling continued unease about the longer-term outlook for stocks. Still, it is down from its year high of almost 40 and has oscillated between 20 and 30 for six weeks, its longest time within that 10-point range in a year-and-a-half.</p><p>Meanwhile, the VVIX index - a gauge of expected swings in the fear index, slumped to a three-year low earlier this week, signaling investors do not expect sharp swings in either direction from the VIX.</p><p>&#34;There is just less of a concern of an outlier kind of move in the market,&#34; said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group.</p><p>The lowered expectations for extreme volatility come as investors assess whether stocks can sustain a rally in which the S&amp;P 500 in July notched its best one-month percentage gain since November 2020. The July rally followed stocks&#39; worst first half of the year since 1970.</p><p>San Francisco Fed President Mary Daly on Tuesday pushed back on expectations of a so-called dovish pivot from the Fed, saying that the central bank’s fight against inflation was &#34;nowhere near&#34; done, and data on U.S. employment on Friday and consumer prices next week could bolster the case for Fed hawkishness.</p><p>Meanwhile, several Wall Street banks have cast a skeptical eye on the recent rebound in stocks and warned of more downside ahead.</p><p>&#34;We view this as a bear market rally,&#34; wrote Savita Subramanian, equity and quant strategist at BofA Global Research in a report, noting that such rebounds have occurred an average of 1.5 times per bear market since 1929. The bank has a year-end target of 3,600 on the S&amp;P 500, about 14% below current levels.</p><h3>LOW EXPOSURE</h3><p>One factor that could help dampen market volatility in coming months is limited exposure to stocks among institutional investors, who earlier this year raced to cut their stock allocations as the Fed ramped up expectations that it will fight inflation with market-bruising interest rate hikes.</p><p>Despite the recent bounce, big investors&#39; exposure to stocks remains low. Equity positioning for both discretionary and systematic investors remains in the 12th percentile of its range since January 2010, according to a July 29 note by Deutsche Bank analysts.</p><p>&#34;Institutional positioning in equities is at the low end of its historical range,&#34; said Anand Omprakash, head of derivatives and quantitative strategy at Elevation Securities. &#34;You have a situation where the catalyst for an explosive equity crash is not as prevalent as it might have been in the past.&#34;</p><p>Lighter positioning means investors are not exhibiting the same rush to load up on options insurance against a downside move in stocks, a factor that can moderate the VIX&#39;s rise even if stocks come in for another bout of weakness.</p><p>The 10-day average daily trading volume in VIX options has slipped to about 360,000 contracts, the lowest since early January, according to a Reuters analysis.</p><p>Lighter allocations to equities may also take the edge off potential selloffs, said Max Grinacoff, U.S. equity derivatives strategist at BNP Paribas. His firm has a year-end target of 4,400 on the S&amp;P 500 - some 7% above current levels.</p><p>&#34;Because of how clean positioning has become through the year ... you are not having the impact from everyone running for the exit at once,&#34; he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street's \"Fear Gauge\" in Limbo As Big Investors Keep Shunning 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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street's \"Fear Gauge\" in Limbo As Big Investors Keep Shunning Stocks\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\">2022-08-04 23:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street’s most closely watched gauge of market anxiety shows expectations of choppy trading ahead despite a recent snapback in U.S. stocks, though institutional investors&#39; low exposure to equities may help curb gyrations.</p><p>The Cboe Volatility Index, an options-based indicator that reflects demand for protection against drops in the stock market, recently stood at 23, following a sharp rally in stocks that has taken the S&amp;P 500 index up 12% from its mid-June low on expectations that the Federal Reserve may be less hawkish than anticipated in its fight against inflation.</p><p>VIX readings above 20 are generally associated with an elevated sense of investor anxiety about the near-term outlook for stocks, while readings north of 30 or 35 point to acute fear.</p><p>The VIX is well above its long-term median of 17.7, signaling continued unease about the longer-term outlook for stocks. Still, it is down from its year high of almost 40 and has oscillated between 20 and 30 for six weeks, its longest time within that 10-point range in a year-and-a-half.</p><p>Meanwhile, the VVIX index - a gauge of expected swings in the fear index, slumped to a three-year low earlier this week, signaling investors do not expect sharp swings in either direction from the VIX.</p><p>&#34;There is just less of a concern of an outlier kind of move in the market,&#34; said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group.</p><p>The lowered expectations for extreme volatility come as investors assess whether stocks can sustain a rally in which the S&amp;P 500 in July notched its best one-month percentage gain since November 2020. The July rally followed stocks&#39; worst first half of the year since 1970.</p><p>San Francisco Fed President Mary Daly on Tuesday pushed back on expectations of a so-called dovish pivot from the Fed, saying that the central bank’s fight against inflation was &#34;nowhere near&#34; done, and data on U.S. employment on Friday and consumer prices next week could bolster the case for Fed hawkishness.</p><p>Meanwhile, several Wall Street banks have cast a skeptical eye on the recent rebound in stocks and warned of more downside ahead.</p><p>&#34;We view this as a bear market rally,&#34; wrote Savita Subramanian, equity and quant strategist at BofA Global Research in a report, noting that such rebounds have occurred an average of 1.5 times per bear market since 1929. The bank has a year-end target of 3,600 on the S&amp;P 500, about 14% below current levels.</p><h3>LOW EXPOSURE</h3><p>One factor that could help dampen market volatility in coming months is limited exposure to stocks among institutional investors, who earlier this year raced to cut their stock allocations as the Fed ramped up expectations that it will fight inflation with market-bruising interest rate hikes.</p><p>Despite the recent bounce, big investors&#39; exposure to stocks remains low. Equity positioning for both discretionary and systematic investors remains in the 12th percentile of its range since January 2010, according to a July 29 note by Deutsche Bank analysts.</p><p>&#34;Institutional positioning in equities is at the low end of its historical range,&#34; said Anand Omprakash, head of derivatives and quantitative strategy at Elevation Securities. &#34;You have a situation where the catalyst for an explosive equity crash is not as prevalent as it might have been in the past.&#34;</p><p>Lighter positioning means investors are not exhibiting the same rush to load up on options insurance against a downside move in stocks, a factor that can moderate the VIX&#39;s rise even if stocks come in for another bout of weakness.</p><p>The 10-day average daily trading volume in VIX options has slipped to about 360,000 contracts, the lowest since early January, according to a Reuters analysis.</p><p>Lighter allocations to equities may also take the edge off potential selloffs, said Max Grinacoff, U.S. equity derivatives strategist at BNP Paribas. His firm has a year-end target of 4,400 on the S&amp;P 500 - some 7% above current levels.</p><p>&#34;Because of how clean positioning has become through the year ... you are not having the impact from everyone running for the exit at once,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VXX":"短期VIX期货ETN","VIX":"标普500波动率指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256993259","content_text":"(Reuters) - Wall Street’s most closely watched gauge of market anxiety shows expectations of choppy trading ahead despite a recent snapback in U.S. stocks, though institutional investors' low exposure to equities may help curb gyrations.The Cboe Volatility Index, an options-based indicator that reflects demand for protection against drops in the stock market, recently stood at 23, following a sharp rally in stocks that has taken the S&P 500 index up 12% from its mid-June low on expectations that the Federal Reserve may be less hawkish than anticipated in its fight against inflation.VIX readings above 20 are generally associated with an elevated sense of investor anxiety about the near-term outlook for stocks, while readings north of 30 or 35 point to acute fear.The VIX is well above its long-term median of 17.7, signaling continued unease about the longer-term outlook for stocks. Still, it is down from its year high of almost 40 and has oscillated between 20 and 30 for six weeks, its longest time within that 10-point range in a year-and-a-half.Meanwhile, the VVIX index - a gauge of expected swings in the fear index, slumped to a three-year low earlier this week, signaling investors do not expect sharp swings in either direction from the VIX.\"There is just less of a concern of an outlier kind of move in the market,\" said Chris Murphy, co-head of derivatives strategy at Susquehanna International Group.The lowered expectations for extreme volatility come as investors assess whether stocks can sustain a rally in which the S&P 500 in July notched its best one-month percentage gain since November 2020. The July rally followed stocks' worst first half of the year since 1970.San Francisco Fed President Mary Daly on Tuesday pushed back on expectations of a so-called dovish pivot from the Fed, saying that the central bank’s fight against inflation was \"nowhere near\" done, and data on U.S. employment on Friday and consumer prices next week could bolster the case for Fed hawkishness.Meanwhile, several Wall Street banks have cast a skeptical eye on the recent rebound in stocks and warned of more downside ahead.\"We view this as a bear market rally,\" wrote Savita Subramanian, equity and quant strategist at BofA Global Research in a report, noting that such rebounds have occurred an average of 1.5 times per bear market since 1929. The bank has a year-end target of 3,600 on the S&P 500, about 14% below current levels.LOW EXPOSUREOne factor that could help dampen market volatility in coming months is limited exposure to stocks among institutional investors, who earlier this year raced to cut their stock allocations as the Fed ramped up expectations that it will fight inflation with market-bruising interest rate hikes.Despite the recent bounce, big investors' exposure to stocks remains low. Equity positioning for both discretionary and systematic investors remains in the 12th percentile of its range since January 2010, according to a July 29 note by Deutsche Bank analysts.\"Institutional positioning in equities is at the low end of its historical range,\" said Anand Omprakash, head of derivatives and quantitative strategy at Elevation Securities. \"You have a situation where the catalyst for an explosive equity crash is not as prevalent as it might have been in the past.\"Lighter positioning means investors are not exhibiting the same rush to load up on options insurance against a downside move in stocks, a factor that can moderate the VIX's rise even if stocks come in for another bout of weakness.The 10-day average daily trading volume in VIX options has slipped to about 360,000 contracts, the lowest since early January, according to a Reuters analysis.Lighter allocations to equities may also take the edge off potential selloffs, said Max Grinacoff, U.S. equity derivatives strategist at BNP Paribas. His firm has a year-end target of 4,400 on the S&P 500 - some 7% above current levels.\"Because of how clean positioning has become through the year ... you are not having the impact from everyone running for the exit at once,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050338892,"gmtCreate":1654131142616,"gmtModify":1676535399819,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050338892","repostId":"1108858732","repostType":4,"repost":{"id":"1108858732","kind":"news","pubTimestamp":1654130493,"share":"https://ttm.financial/m/news/1108858732?lang=&edition=fundamental","pubTime":"2022-06-02 08:41","market":"sg","language":"en","title":"Singapore Stocks to Watch: ComfortDelGro, CapitaLand Investment, SPH Reit, SGX, The Hour Glass","url":"https://stock-news.laohu8.com/highlight/detail?id=1108858732","media":"The Business Times","summary":"THE following companies saw new developments that may affect trading of their securities on Thursday","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Thursday (Jun 2):</p><p>ComfortDelGro said starting 1 June, its driving centre will add five electric cars to its training fleet. It aims to have 100 electric cars by 2030, accounting for more than half of its training fleet.</p><p>CapitaLand Investment has achieved green building certifications for 48 percent of its global portfolio by square metres (sq m), it said in its 2021 Global Sustainability Report.</p><p>Cuscaden Peak’s mandatory cash offer to acquire all units of SPH Reit has turned unconditional in all respects, according to a bourse filing.</p><p>The Singapore Exchange (SGX) announced Wednesday (Jun 1) that the central depository (CDP) has made available to market participants a blockchain-enabled bond issuance platform by Marketnode.</p><p>The Hour Glass announced Wednesday (Jun 1) that wholly-owned subsidiary The Hour Glass (Australia) has entered into a sale-and-purchase agreement to acquire a freehold property in Brisbane for A$82.2 million (S$81.4 million).</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: ComfortDelGro, CapitaLand Investment, SPH Reit, SGX, The Hour Glass</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: ComfortDelGro, CapitaLand Investment, SPH Reit, SGX, The Hour Glass\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-02 08:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-comfortdelgro-capitaland-investment-sph-reit-sgx-the-hour-glass><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Thursday (Jun 2):ComfortDelGro said starting 1 June, its driving centre will add five electric cars to its ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-comfortdelgro-capitaland-investment-sph-reit-sgx-the-hour-glass\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"9CI.SI":"凯德投资","S68.SI":"新加坡交易所","C52.SI":"康福德高企业","SK6U.SI":"百利宫房地产投资信托","AGS.SI":"欧佳时"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-comfortdelgro-capitaland-investment-sph-reit-sgx-the-hour-glass","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108858732","content_text":"THE following companies saw new developments that may affect trading of their securities on Thursday (Jun 2):ComfortDelGro said starting 1 June, its driving centre will add five electric cars to its training fleet. It aims to have 100 electric cars by 2030, accounting for more than half of its training fleet.CapitaLand Investment has achieved green building certifications for 48 percent of its global portfolio by square metres (sq m), it said in its 2021 Global Sustainability Report.Cuscaden Peak’s mandatory cash offer to acquire all units of SPH Reit has turned unconditional in all respects, according to a bourse filing.The Singapore Exchange (SGX) announced Wednesday (Jun 1) that the central depository (CDP) has made available to market participants a blockchain-enabled bond issuance platform by Marketnode.The Hour Glass announced Wednesday (Jun 1) that wholly-owned subsidiary The Hour Glass (Australia) has entered into a sale-and-purchase agreement to acquire a freehold property in Brisbane for A$82.2 million (S$81.4 million).","news_type":1},"isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027949226,"gmtCreate":1653962491165,"gmtModify":1676535370248,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027949226","repostId":"2239175639","repostType":4,"repost":{"id":"2239175639","kind":"highlight","pubTimestamp":1653961868,"share":"https://ttm.financial/m/news/2239175639?lang=&edition=fundamental","pubTime":"2022-05-31 09:51","market":"us","language":"en","title":"Sea Limited: Another Strong Quarter; Profitability Could Be Turning A Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=2239175639","media":"seekingalpha","summary":"SummarySea Limited reported a strong start to the year with revenue growing 64% yoy to $2.9 billion,","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Sea Limited reported a strong start to the year with revenue growing 64% yoy to $2.9 billion, quickly approaching a $15 billion run-rate level.</li><li>The biggest concern remains around profitability, with adjusted EBITDA losses of $510 million, though underlying profitability seems to be improving.</li><li>The 60% year-to-date pullback has caused valuation to become more attractive at just over 2x 2023 revenue.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22086b20b6b4b8ea693bc38de55c6691\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/><span>piranka/E+ via Getty Images</span></p><p>Sea Limited (NYSE:SE) recently reported a strong start to the year with revenue growing 64% yoy to $2.9 billion and beating expectations by $40 million. Despite a challenging macroeconomic environment, the company continues to beat revenue expectations.</p><p>In addition, while adjusted EBITDA loss widened from the year ago period, it came in better than expectations. The company has a significant amount of increased expenses coming from the new headquarters project in addition to increased S&amp;M and R&amp;D expense. I believe investors will continue to focus on adjusted EBITDA and given the company’s growing scale, I believe profitability will improve over the coming quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/365f99950bf043fec2919ffa4dfec814\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The stock is down over 60% year to date which is largely being driven by investors focusing on higher profitability companies. With fears rising around a potential recession, investors are looking to add recession-proof positions to their portfolio, and unfortunately with over $1.5 billion of adjusted EBITDA losses likely in 2022, Sea does not currently fit into that category.</p><p>However, I do believe that long-term investors will be rewarded with the stock now under $85. The last time the stock was trading at this level was in May 2020 (aside from a short period a few weeks ago), shortly after the pandemic began and E-Commerce sales significantly accelerated. The stock is still up over 50% from pre-pandemic levels, however 2022 revenue is likely to be up over 4x that of 2019, so some stock appreciation is definitely warranted.</p><p>The stock is currently trading at just over 2x 2023 revenue, which appears to be a good entry point for longer-term investors. Revenue growth has significant room to go and while losses are still being generated, I would not be surprised to see profitability breakeven during late 2023 or early 2024.</p><p>The 60%+ year to date pullback provides a good entry point at current valuation and longer-term investors should be willing to hold onto the stock during some volatile periods.</p><p><b>Q1 Earnings Recap</b></p><p>Revenue during the quarter grew an impressive 64% yoy to $2.9 billion and beat expectations by around $40 million. The company is quickly approaching a $15 billion revenue run-rate and with revenue still growing well above 50%, it’s no surprise many investors follow this name.</p><p>However, what impressed me the most was the company’s continued focus and improvement on profitability. Especially during a time when investors are turning their focus towards more stable, profitable companies in fear of a potential recession, SE’s ability to demonstrate profitability improvement is paramount to a turnaround in the stock’s performance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9915f5cf65f2ff871327ad5d7c4f2a79\" tg-width=\"447\" tg-height=\"441\" referrerpolicy=\"no-referrer\"/><span>Sea Limited</span></p><p>Gross profit during the quarter grew 81% yoy to $1.2 billion and reflected a gross margin of 40.4%, improving quite nicely relative to 36.6% in the year ago period. To me, this demonstrates the underlying high incremental margins the company generates when at scale.</p><p>Adjusted EBITDA, while still bearing the losses from their E-Commerce segment, seems to have stabilized and beat expectations. During the quarter, adjusted EBITDA loss was $510 million and while lower than the $88 million profit in the year ago period, this was well above consensus expectations for a $570 million loss. The biggest variance relative to the year-ago period was ~$525 million increase in S&amp;M and R&amp;D expense, which will be better utilized as the company scales.</p><p>While I do believe the company will likely print several more quarters of adjusted EBITDA losses, the combination of gross margin improvement and the company gaining more scale gives me increased confidence in the longer-term profitability trajectory.</p><p><b>Digital Entertainment</b></p><p>During the quarter, Digital Entertainment revenue grew 45% yoy to $1.1 billion and adjusted EBITDA was $431 million.</p><p>While the headline numbers look strong, I believe there is more fire power to come. Quarterly active users declined 5% yoy and quarterly paying users were down 23% yoy, with management acknowledging a slowdown in user engagement.</p><blockquote><i>While Garena experienced headwinds in its growth post-COVID, we saw some preliminary positive effects from our efforts to improve user engagement in Free Fire. In particular, the monthly user trends for Free Fire began to show some early signs of stabilizing toward the end of the first quarter. While this is encouraging, the longer-term impact of reopening around Free Fire remains to be seen and we will continue to focus on user engagement and user base stabilization.</i></blockquote><p>Free Fire, the company’s self-developed global game, maintained their premium status throughout the world. While some bearish arguments focus on the company only having one global leading franchise, I believe this is more than enough for investors to remain excited about. Plus, the company continues to spend hundreds of millions of dollars each quarter in R&amp;D, and it would not surprise me to see future game developments.</p><p>Regarding Free Fire, this game continues to collect accolades throughout the world, with management noting the following:</p><blockquote><i>It [Free Fire] remained the most downloaded mobile game globally in the first quarter of 2022, according to data.ai3.</i></blockquote><blockquote><i>In the same category, for Google Play, Free Fire also ranked third globally by average monthly active users in the first quarter of 2022, according to data.ai3</i></blockquote><blockquote><i>Free Fire continued to be the highest grossing mobile game in Southeast Asia and Latin America for the first quarter of 2022, according to data.ai3 . Free Fire has maintained this leading position for the past 11 consecutive quarters in Southeast Asia and in Latin America.</i></blockquote><blockquote><i>In the United States, Free Fire was the highest grossing mobile battle royale game for 5 consecutive quarters for the first quarter of 2022, according to data.ai3</i></blockquote><p>Despite the headwinds from lower user engagement, the company did increase their paying user ratio to 10.0% during the quarter, up from 8.9% in Q1-2020. I believe this remains an area of longer-term growth potential, as only 1 in 10 users is actually a paid user. This penetration is not likely to meaningfully accelerate in a short period of time, but if the company can grow users and improve their paying user ratio, this has a compounding effect towards growth.</p><p><b>E-Commerce</b></p><p>E-Commerce revenue grew 64% yoy to $1.5 billion, including $1.3 billion of marketplace revenue that grew 75% yoy. The strong growth during the quarter was led by a 71% growth in gross orders, reaching 1.9 billion, and GMV growing 39% yoy to $17.4 billion, both demonstrating the strong underlying demand trends within this segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/583040a8e888b18b000de499a4d1b880\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/><span>Sea Limited</span></p><p>Nevertheless, the closely followed metric of adjusted EBITDA loss came in at $743 million, which was worse than the $413 million loss in the year ago period. However, there are a few moving pieces within E-Commerce adjusted EBITDA that should be addressed.</p><p>First, gross profit margin for this segment improved yoy as the company saw faster growth of transaction-based fees and advertising income, which both carry higher profit margins.</p><p>Second, the E-Commerce adjusted EBITDA loss per order (before the company’s new headquarters’ common expense) improved yoy and sequentially. In fact, Shopee is expected to achieve positive adjusted EBITDA (before headquarters’ expense) in Southeast Asia and Taiwan by this year. Even when including the costs associated with the headquarters, the company is projecting adjusted EBITDA to be positive in Southeast Asia and Taiwan by the end of next year.</p><p>Finally, adjusted EBITDA loss per order was $0.40 during the quarter, which was slightly worse than the $0.38 loss per order in the year-ago period. However, this was largely due to headquarters expenses increasing by $162 million yoy, accounting for nearly 50% of the total yoy increase in adjusted EBITDA loss. Excluding this expense, adjusted EBITDA loss per order would have improved to a little over $0.30.</p><p>Yes, there continues to be a lot of room for improvement, but the underlying trends are much better than they appear at face value.</p><p><b>Digital Financial Services</b></p><p>While revenue in this segment remains relatively small compared to Digital Entertainment and E-Commerce, revenue of $236 million grew 360% yoy and adjusted EBITDA loss improved to $125 million (compared to a loss of $153 million in the year ago period).</p><p>The number of quarterly active users grew 78% yoy to 49 million with TPV for their mobile wallet growing 49% to $5.1 billion.</p><p>In addition, the company noted that active users are starting to utilize multiple products/services, and a higher attach rate could ultimately lead to faster revenue growth and profitability improvement.</p><blockquote><i>In Indonesia, which has the most comprehensive set of products and services among our markets, over 30% of the quarterly active users have used multiple SeaMoney products or services in the first quarter of 2022.</i></blockquote><p>I believe this segment remains a bit of a hidden gem as revenue has not quite scaled and it still generates adjusted EBITDA losses. However, as more consumers become entrenched in E-Commerce and accustomed to using digital wallets within the SeaMoney ecosystem, I believe there remains a long runway of growth ahead.</p><p><b>Valuation</b></p><p>Given continued uncertainty in the global macroenvironment, especially across the Asia-Pacific region, the company provided a wider range of their E-Commerce revenue expectations. They now expect E-Commerce revenue to be $8.5-9.1 billion (~72% growth at the midpoint), which was lowered at the low-end from the previous guidance range of $8.9-9.1 billion.</p><p>While disappointed with the commentary, it’s important to note that only the low-end of guidance was changed. Given the cautious macroenvironment and challenging supply chain, it’s not overly surprising to see the company provide a wider range of outcomes.</p><p>The stock remains down over 60% year to date has investors heavily punished the company’s heightened valuation and international exposure in a time where recession fears are rising. The stock is now trading near May 2020 levels, shortly after the pandemic began, though I believe long-term investors should still remain confident.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc8d4de31d2f2c1a50a66e8209687ea4\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The stock has a current market cap of ~$46.3 billion and with net cash of ~8.5 billion, the company has an enterprise value of ~$37.8 billion.</p><p>According to Yahoo Finance, consensus is expecting ~$18 billion of revenue in 2023, which would imply only ~2.1x 2023 revenue multiple. At the peak, the stock was trading over 10x forward revenue, which seemed a little aggressive given the lack of profitability.</p><p>However, at just over 2x 2023 revenue, it does appear that a lot of risk is already priced in the stock. While I am not advocating for the stock to re-rate back towards 10x forward revenue, I do believe valuation could improve over time as revenue growth remains healthy and the company takes steps to improve their profitability.</p><p>Given the significant pullback year to date and positive Q1 results, I believe SE is a good investment at under $85.</p><p>I believe the biggest risk to the company is macroeconomic factors. If the global economy were to slowdown and consumer spending deteriorates, the company’s E-Commerce and Digital Financial Services segments would be negatively impacted. In addition, if the company is not able to improve user engagement within Digital Entertainment, investors may push the stock lower over time.</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>Sea Limited: Another Strong Quarter; Profitability Could Be Turning A Corner</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\">\nSea Limited: Another Strong Quarter; Profitability Could Be Turning A Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4515158-sea-strong-quarter-profitability-turning-corner><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited reported a strong start to the year with revenue growing 64% yoy to $2.9 billion, quickly approaching a $15 billion run-rate level.The biggest concern remains around profitability, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4515158-sea-strong-quarter-profitability-turning-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4515158-sea-strong-quarter-profitability-turning-corner","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2239175639","content_text":"SummarySea Limited reported a strong start to the year with revenue growing 64% yoy to $2.9 billion, quickly approaching a $15 billion run-rate level.The biggest concern remains around profitability, with adjusted EBITDA losses of $510 million, though underlying profitability seems to be improving.The 60% year-to-date pullback has caused valuation to become more attractive at just over 2x 2023 revenue.piranka/E+ via Getty ImagesSea Limited (NYSE:SE) recently reported a strong start to the year with revenue growing 64% yoy to $2.9 billion and beating expectations by $40 million. Despite a challenging macroeconomic environment, the company continues to beat revenue expectations.In addition, while adjusted EBITDA loss widened from the year ago period, it came in better than expectations. The company has a significant amount of increased expenses coming from the new headquarters project in addition to increased S&M and R&D expense. I believe investors will continue to focus on adjusted EBITDA and given the company’s growing scale, I believe profitability will improve over the coming quarters.Data by YChartsThe stock is down over 60% year to date which is largely being driven by investors focusing on higher profitability companies. With fears rising around a potential recession, investors are looking to add recession-proof positions to their portfolio, and unfortunately with over $1.5 billion of adjusted EBITDA losses likely in 2022, Sea does not currently fit into that category.However, I do believe that long-term investors will be rewarded with the stock now under $85. The last time the stock was trading at this level was in May 2020 (aside from a short period a few weeks ago), shortly after the pandemic began and E-Commerce sales significantly accelerated. The stock is still up over 50% from pre-pandemic levels, however 2022 revenue is likely to be up over 4x that of 2019, so some stock appreciation is definitely warranted.The stock is currently trading at just over 2x 2023 revenue, which appears to be a good entry point for longer-term investors. Revenue growth has significant room to go and while losses are still being generated, I would not be surprised to see profitability breakeven during late 2023 or early 2024.The 60%+ year to date pullback provides a good entry point at current valuation and longer-term investors should be willing to hold onto the stock during some volatile periods.Q1 Earnings RecapRevenue during the quarter grew an impressive 64% yoy to $2.9 billion and beat expectations by around $40 million. The company is quickly approaching a $15 billion revenue run-rate and with revenue still growing well above 50%, it’s no surprise many investors follow this name.However, what impressed me the most was the company’s continued focus and improvement on profitability. Especially during a time when investors are turning their focus towards more stable, profitable companies in fear of a potential recession, SE’s ability to demonstrate profitability improvement is paramount to a turnaround in the stock’s performance.Sea LimitedGross profit during the quarter grew 81% yoy to $1.2 billion and reflected a gross margin of 40.4%, improving quite nicely relative to 36.6% in the year ago period. To me, this demonstrates the underlying high incremental margins the company generates when at scale.Adjusted EBITDA, while still bearing the losses from their E-Commerce segment, seems to have stabilized and beat expectations. During the quarter, adjusted EBITDA loss was $510 million and while lower than the $88 million profit in the year ago period, this was well above consensus expectations for a $570 million loss. The biggest variance relative to the year-ago period was ~$525 million increase in S&M and R&D expense, which will be better utilized as the company scales.While I do believe the company will likely print several more quarters of adjusted EBITDA losses, the combination of gross margin improvement and the company gaining more scale gives me increased confidence in the longer-term profitability trajectory.Digital EntertainmentDuring the quarter, Digital Entertainment revenue grew 45% yoy to $1.1 billion and adjusted EBITDA was $431 million.While the headline numbers look strong, I believe there is more fire power to come. Quarterly active users declined 5% yoy and quarterly paying users were down 23% yoy, with management acknowledging a slowdown in user engagement.While Garena experienced headwinds in its growth post-COVID, we saw some preliminary positive effects from our efforts to improve user engagement in Free Fire. In particular, the monthly user trends for Free Fire began to show some early signs of stabilizing toward the end of the first quarter. While this is encouraging, the longer-term impact of reopening around Free Fire remains to be seen and we will continue to focus on user engagement and user base stabilization.Free Fire, the company’s self-developed global game, maintained their premium status throughout the world. While some bearish arguments focus on the company only having one global leading franchise, I believe this is more than enough for investors to remain excited about. Plus, the company continues to spend hundreds of millions of dollars each quarter in R&D, and it would not surprise me to see future game developments.Regarding Free Fire, this game continues to collect accolades throughout the world, with management noting the following:It [Free Fire] remained the most downloaded mobile game globally in the first quarter of 2022, according to data.ai3.In the same category, for Google Play, Free Fire also ranked third globally by average monthly active users in the first quarter of 2022, according to data.ai3Free Fire continued to be the highest grossing mobile game in Southeast Asia and Latin America for the first quarter of 2022, according to data.ai3 . Free Fire has maintained this leading position for the past 11 consecutive quarters in Southeast Asia and in Latin America.In the United States, Free Fire was the highest grossing mobile battle royale game for 5 consecutive quarters for the first quarter of 2022, according to data.ai3Despite the headwinds from lower user engagement, the company did increase their paying user ratio to 10.0% during the quarter, up from 8.9% in Q1-2020. I believe this remains an area of longer-term growth potential, as only 1 in 10 users is actually a paid user. This penetration is not likely to meaningfully accelerate in a short period of time, but if the company can grow users and improve their paying user ratio, this has a compounding effect towards growth.E-CommerceE-Commerce revenue grew 64% yoy to $1.5 billion, including $1.3 billion of marketplace revenue that grew 75% yoy. The strong growth during the quarter was led by a 71% growth in gross orders, reaching 1.9 billion, and GMV growing 39% yoy to $17.4 billion, both demonstrating the strong underlying demand trends within this segment.Sea LimitedNevertheless, the closely followed metric of adjusted EBITDA loss came in at $743 million, which was worse than the $413 million loss in the year ago period. However, there are a few moving pieces within E-Commerce adjusted EBITDA that should be addressed.First, gross profit margin for this segment improved yoy as the company saw faster growth of transaction-based fees and advertising income, which both carry higher profit margins.Second, the E-Commerce adjusted EBITDA loss per order (before the company’s new headquarters’ common expense) improved yoy and sequentially. In fact, Shopee is expected to achieve positive adjusted EBITDA (before headquarters’ expense) in Southeast Asia and Taiwan by this year. Even when including the costs associated with the headquarters, the company is projecting adjusted EBITDA to be positive in Southeast Asia and Taiwan by the end of next year.Finally, adjusted EBITDA loss per order was $0.40 during the quarter, which was slightly worse than the $0.38 loss per order in the year-ago period. However, this was largely due to headquarters expenses increasing by $162 million yoy, accounting for nearly 50% of the total yoy increase in adjusted EBITDA loss. Excluding this expense, adjusted EBITDA loss per order would have improved to a little over $0.30.Yes, there continues to be a lot of room for improvement, but the underlying trends are much better than they appear at face value.Digital Financial ServicesWhile revenue in this segment remains relatively small compared to Digital Entertainment and E-Commerce, revenue of $236 million grew 360% yoy and adjusted EBITDA loss improved to $125 million (compared to a loss of $153 million in the year ago period).The number of quarterly active users grew 78% yoy to 49 million with TPV for their mobile wallet growing 49% to $5.1 billion.In addition, the company noted that active users are starting to utilize multiple products/services, and a higher attach rate could ultimately lead to faster revenue growth and profitability improvement.In Indonesia, which has the most comprehensive set of products and services among our markets, over 30% of the quarterly active users have used multiple SeaMoney products or services in the first quarter of 2022.I believe this segment remains a bit of a hidden gem as revenue has not quite scaled and it still generates adjusted EBITDA losses. However, as more consumers become entrenched in E-Commerce and accustomed to using digital wallets within the SeaMoney ecosystem, I believe there remains a long runway of growth ahead.ValuationGiven continued uncertainty in the global macroenvironment, especially across the Asia-Pacific region, the company provided a wider range of their E-Commerce revenue expectations. They now expect E-Commerce revenue to be $8.5-9.1 billion (~72% growth at the midpoint), which was lowered at the low-end from the previous guidance range of $8.9-9.1 billion.While disappointed with the commentary, it’s important to note that only the low-end of guidance was changed. Given the cautious macroenvironment and challenging supply chain, it’s not overly surprising to see the company provide a wider range of outcomes.The stock remains down over 60% year to date has investors heavily punished the company’s heightened valuation and international exposure in a time where recession fears are rising. The stock is now trading near May 2020 levels, shortly after the pandemic began, though I believe long-term investors should still remain confident.Data by YChartsThe stock has a current market cap of ~$46.3 billion and with net cash of ~8.5 billion, the company has an enterprise value of ~$37.8 billion.According to Yahoo Finance, consensus is expecting ~$18 billion of revenue in 2023, which would imply only ~2.1x 2023 revenue multiple. At the peak, the stock was trading over 10x forward revenue, which seemed a little aggressive given the lack of profitability.However, at just over 2x 2023 revenue, it does appear that a lot of risk is already priced in the stock. While I am not advocating for the stock to re-rate back towards 10x forward revenue, I do believe valuation could improve over time as revenue growth remains healthy and the company takes steps to improve their profitability.Given the significant pullback year to date and positive Q1 results, I believe SE is a good investment at under $85.I believe the biggest risk to the company is macroeconomic factors. If the global economy were to slowdown and consumer spending deteriorates, the company’s E-Commerce and Digital Financial Services segments would be negatively impacted. In addition, if the company is not able to improve user engagement within Digital Entertainment, investors may push the stock lower over time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024576502,"gmtCreate":1653895188106,"gmtModify":1676535359386,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024576502","repostId":"1184308895","repostType":4,"repost":{"id":"1184308895","kind":"news","pubTimestamp":1653892887,"share":"https://ttm.financial/m/news/1184308895?lang=&edition=fundamental","pubTime":"2022-05-30 14:41","market":"us","language":"en","title":"Flight Cancellations Pile up on Busy Memorial Day Weekend, Delta Leads","url":"https://stock-news.laohu8.com/highlight/detail?id=1184308895","media":"The Detroit News","summary":"Hundreds of flights worldwide were canceled by Sunday evening, adding to the mounting number of scru","content":"<html><head></head><body><p>Hundreds of flights worldwide were canceled by Sunday evening, adding to the mounting number of scrubbed flights during the busy Memorial Day holiday weekend in the U.S.</p><p>About 1,460 flights had been canceled as of 7 p.m. EDT Sunday, according to flight tracking website FlightAware. That followed more than 2,300 cancellations Friday and another 1,500 on Saturday.</p><p>Nearly 450 of Sunday&#39;s cancellations involved aircraft scheduled to fly to or from U.S. cities.</p><p>Delta Air Lines canceled the most flights among major U.S. airlines, with more than 250 flights, or 9% of its operations, eliminated Saturday. One hundred and sixty Delta flights were canceled by Sunday evening, according to FlightAware.</p><p>Saturday’s cancellations were due to bad weather and “air traffic control actions,” Atlanta-based Delta said in an email to The Associated Press, noting it’s trying to cancel flights at least 24 hours in advance of the Memorial Day weekend.</p><p>Delta announced on its website on Thursday that from July 1 to Aug. 7, it would reduce service by about 100 daily departures, primarily in parts of the U.S. and Latin America that Delta frequently serves.</p><p>“More than any time in our history, the various factors currently impacting our operation — weather and air traffic control, vendor staffing, increased COVID case rates contributing to higher-than-planned unscheduled absences in some work groups — are resulting in an operation that isn’t consistently up to the standards Delta has set for the industry in recent years,” Delta’s Chief Customer Experience Officer Allison Ausband said in a post.</p><p>Airlines and tourist destinations are anticipating huge crowds this summer as travel restrictions ease and pandemic fatigue overcomes lingering fear of contracting COVID-19 during travel.</p><p>Many forecasters believe the number of travelers will match or even surpass pre-pandemic levels. However, airlines have thousands fewer employees than they did in 2019, and that has, at times, contributed to widespread flight cancellations.</p><p>People who are only now booking travel for the summer are experiencing the sticker shock.</p><p>Domestic airline fares for summer are averaging more than $400 for a round trip, 24% higher than this time in 2019, before the pandemic, and a robust 45% higher than a year ago, according to travel-data firm Hopper.</p></body></html>","source":"lsy1653892927684","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>Flight Cancellations Pile up on Busy Memorial Day Weekend, Delta Leads</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\">\nFlight Cancellations Pile up on Busy Memorial Day Weekend, Delta Leads\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-30 14:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.detroitnews.com/story/business/2022/05/29/flight-cancellations-memorial-day-weekend-delta-airlines/9990676002/><strong>The Detroit News</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hundreds of flights worldwide were canceled by Sunday evening, adding to the mounting number of scrubbed flights during the busy Memorial Day holiday weekend in the U.S.About 1,460 flights had been ...</p>\n\n<a href=\"https://www.detroitnews.com/story/business/2022/05/29/flight-cancellations-memorial-day-weekend-delta-airlines/9990676002/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DAL":"达美航空"},"source_url":"https://www.detroitnews.com/story/business/2022/05/29/flight-cancellations-memorial-day-weekend-delta-airlines/9990676002/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184308895","content_text":"Hundreds of flights worldwide were canceled by Sunday evening, adding to the mounting number of scrubbed flights during the busy Memorial Day holiday weekend in the U.S.About 1,460 flights had been canceled as of 7 p.m. EDT Sunday, according to flight tracking website FlightAware. That followed more than 2,300 cancellations Friday and another 1,500 on Saturday.Nearly 450 of Sunday's cancellations involved aircraft scheduled to fly to or from U.S. cities.Delta Air Lines canceled the most flights among major U.S. airlines, with more than 250 flights, or 9% of its operations, eliminated Saturday. One hundred and sixty Delta flights were canceled by Sunday evening, according to FlightAware.Saturday’s cancellations were due to bad weather and “air traffic control actions,” Atlanta-based Delta said in an email to The Associated Press, noting it’s trying to cancel flights at least 24 hours in advance of the Memorial Day weekend.Delta announced on its website on Thursday that from July 1 to Aug. 7, it would reduce service by about 100 daily departures, primarily in parts of the U.S. and Latin America that Delta frequently serves.“More than any time in our history, the various factors currently impacting our operation — weather and air traffic control, vendor staffing, increased COVID case rates contributing to higher-than-planned unscheduled absences in some work groups — are resulting in an operation that isn’t consistently up to the standards Delta has set for the industry in recent years,” Delta’s Chief Customer Experience Officer Allison Ausband said in a post.Airlines and tourist destinations are anticipating huge crowds this summer as travel restrictions ease and pandemic fatigue overcomes lingering fear of contracting COVID-19 during travel.Many forecasters believe the number of travelers will match or even surpass pre-pandemic levels. However, airlines have thousands fewer employees than they did in 2019, and that has, at times, contributed to widespread flight cancellations.People who are only now booking travel for the summer are experiencing the sticker shock.Domestic airline fares for summer are averaging more than $400 for a round trip, 24% higher than this time in 2019, before the pandemic, and a robust 45% higher than a year ago, according to travel-data firm Hopper.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024167352,"gmtCreate":1653824770776,"gmtModify":1676535347201,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024167352","repostId":"2238219576","repostType":4,"repost":{"id":"2238219576","kind":"highlight","pubTimestamp":1653811998,"share":"https://ttm.financial/m/news/2238219576?lang=&edition=fundamental","pubTime":"2022-05-29 16:13","market":"us","language":"en","title":"These 3 Unique Stocks Have Undeniable Long-Term Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=2238219576","media":"Motley Fool","summary":"Market drops are the best time to put money to work and juice long-term returns.","content":"<html><head></head><body><p>Investors always need to consider valuation as well as business potential when deciding whether to invest in a stock. When valuations are in a general decline, as they are right now, it can be a great time to dig in and look for companies that have long-term potential. Smart investors use corrections and bear markets to provide extra juice for future returns.</p><p>Technology stocks have led the decline, as their prior gains led to lofty valuation levels. But there have been meaningful drops in all sectors, and investors can use this market decline to add a diverse mix of holdings with solid businesses, despite recent stock declines.</p><p>Here are three stocks that have dropped between 25% and 35% this year but offer investors diversity and solid long-term prospects.</p><h2>Strong sales growth</h2><p>A good mix of three such businesses that should continue to have solid future growth are <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/HD\">Home Depot</a>, and GPS device maker <a href=\"https://laohu8.com/S/GRMN\">Garmin</a>. When the biggest knock on a stock is its valuation, a bear market offers a chance to reevaluate whether it belongs in your portfolio.</p><p>Heading into this year, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shares returned more than 1,000% over the prior two and a half years. <a href=\"https://laohu8.com/S/HD\">Home Depot</a> gained about 120% in that time, pushing the valuations of both stocks ahead of the businesses themselves. In some environments, that&#39;s OK, and the business results will catch up quickly.</p><p>But in the current environment, the stocks started to correct as supply chain challenges, the onset of inflation, and rising interest rates raised questions about business results in the near-term future. But in the longer term, sales growth should continue for these companies.</p><p>Tesla believes rising demand, and its two new manufacturing plants that opened this year in Texas and Germany, will help it achieve 50% annual sales growth for several more years. <a href=\"https://laohu8.com/S/GRMN\">Garmin</a> has been riding a long-term wave of growing interest in outdoor activities. Sales of its popular GPS-enabled products rose 19% in 2021, capping off six straight years of increasing revenue. And Home Depot has also worked to increase its revenue by 50% over the past five years.</p><p><img src=\"https://static.tigerbbs.com/10d69d97c1de3f246ec652769b88ea4f\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>HD Revenue (Annual) data by YCharts</p><h2>Falling to the bottom line</h2><p>Much of that revenue for all three companies is also reaching the bottom line. Tesla stands out among automakers with an impressive operating margin of 19.2% in the first quarter. When looked at on a trailing 12-month (TTM) basis, the improvement seems even more impressive, and is more than twice what traditional automakers like <a href=\"https://laohu8.com/S/GM\">General Motors</a> and <a href=\"https://laohu8.com/S/F\">Ford</a> have been able to achieve over the last several years.</p><p><img src=\"https://static.tigerbbs.com/0917d4c877622aa36563adf987cb27ce\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/></p><p>TSLA Operating Margin (TTM) data by YCharts</p><p><a href=\"https://laohu8.com/S/GRMN\">Garmin</a>&#39;s profitability is even more impressive, as it has steadily achieved gross margins approaching 60%, and operating margins have been hovering around 25% over the past two years.</p><h2>Why invest now?</h2><p>Whether to invest in these businesses now still should be determined by what looks to come ahead, not from past performance. But all three look to continue their recent success. <a href=\"https://laohu8.com/S/GRMN\">Garmin</a> grew revenue 9% in the first quarter, and maintains its estimate for more than a 10% increase for the full year versus 2021. Management also showed its confidence by announcing a newly authorized $300 million share repurchase plan. The share buyback would be the first in four years and complements a reliable dividend that recently yielded 2.6%.</p><p><a href=\"https://laohu8.com/S/HD\">Home Depot</a> initiated a multiyear investment program in 2017 that has helped its digital sales soar. But the One Home Depot plan also now focuses on growing its professionals business. Increasing that customer base helped its average sales ticket grow by 11.4% in the first quarter versus the prior-year period. The company expects that improvement to continue.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>&#39;s astounding sales growth doesn&#39;t make the stock cheap by traditional valuation metrics. Even after its recent drop, Tesla shares trade at a sky-high price-to-earnings (P/E) ratio of 133 based on 2021 earnings. But if sales continue to soar 50% annually as expected, that will continue to move down. That will take some time, however, and is another reason that these are being looked at as investments for the long haul. That valuation may mean limited upside in Tesla shares for a few years.</p><p>But that&#39;s how retirement savings should be invested. Many years from now, investments in Tesla, Home Depot, and Garmin made today will likely become important parts of a retirement portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 3 Unique Stocks Have Undeniable Long-Term Upside</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\">\nThese 3 Unique Stocks Have Undeniable Long-Term Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-29 16:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/27/these-3-unique-stocks-have-undeniable-long-term-up/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors always need to consider valuation as well as business potential when deciding whether to invest in a stock. When valuations are in a general decline, as they are right now, it can be a great...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/27/these-3-unique-stocks-have-undeniable-long-term-up/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4566":"资本集团","BK4527":"明星科技股","HD":"家得宝","BK4550":"红杉资本持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4083":"家庭装潢零售","BK4581":"高盛持仓","BK4504":"桥水持仓","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","GRMN":"佳明","BK4567":"ESG概念","BK4523":"印度概念"},"source_url":"https://www.fool.com/investing/2022/05/27/these-3-unique-stocks-have-undeniable-long-term-up/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238219576","content_text":"Investors always need to consider valuation as well as business potential when deciding whether to invest in a stock. When valuations are in a general decline, as they are right now, it can be a great time to dig in and look for companies that have long-term potential. Smart investors use corrections and bear markets to provide extra juice for future returns.Technology stocks have led the decline, as their prior gains led to lofty valuation levels. But there have been meaningful drops in all sectors, and investors can use this market decline to add a diverse mix of holdings with solid businesses, despite recent stock declines.Here are three stocks that have dropped between 25% and 35% this year but offer investors diversity and solid long-term prospects.Strong sales growthA good mix of three such businesses that should continue to have solid future growth are Tesla, Home Depot, and GPS device maker Garmin. When the biggest knock on a stock is its valuation, a bear market offers a chance to reevaluate whether it belongs in your portfolio.Heading into this year, Tesla shares returned more than 1,000% over the prior two and a half years. Home Depot gained about 120% in that time, pushing the valuations of both stocks ahead of the businesses themselves. In some environments, that's OK, and the business results will catch up quickly.But in the current environment, the stocks started to correct as supply chain challenges, the onset of inflation, and rising interest rates raised questions about business results in the near-term future. But in the longer term, sales growth should continue for these companies.Tesla believes rising demand, and its two new manufacturing plants that opened this year in Texas and Germany, will help it achieve 50% annual sales growth for several more years. Garmin has been riding a long-term wave of growing interest in outdoor activities. Sales of its popular GPS-enabled products rose 19% in 2021, capping off six straight years of increasing revenue. And Home Depot has also worked to increase its revenue by 50% over the past five years.HD Revenue (Annual) data by YChartsFalling to the bottom lineMuch of that revenue for all three companies is also reaching the bottom line. Tesla stands out among automakers with an impressive operating margin of 19.2% in the first quarter. When looked at on a trailing 12-month (TTM) basis, the improvement seems even more impressive, and is more than twice what traditional automakers like General Motors and Ford have been able to achieve over the last several years.TSLA Operating Margin (TTM) data by YChartsGarmin's profitability is even more impressive, as it has steadily achieved gross margins approaching 60%, and operating margins have been hovering around 25% over the past two years.Why invest now?Whether to invest in these businesses now still should be determined by what looks to come ahead, not from past performance. But all three look to continue their recent success. Garmin grew revenue 9% in the first quarter, and maintains its estimate for more than a 10% increase for the full year versus 2021. Management also showed its confidence by announcing a newly authorized $300 million share repurchase plan. The share buyback would be the first in four years and complements a reliable dividend that recently yielded 2.6%.Home Depot initiated a multiyear investment program in 2017 that has helped its digital sales soar. But the One Home Depot plan also now focuses on growing its professionals business. Increasing that customer base helped its average sales ticket grow by 11.4% in the first quarter versus the prior-year period. The company expects that improvement to continue.Tesla's astounding sales growth doesn't make the stock cheap by traditional valuation metrics. Even after its recent drop, Tesla shares trade at a sky-high price-to-earnings (P/E) ratio of 133 based on 2021 earnings. But if sales continue to soar 50% annually as expected, that will continue to move down. That will take some time, however, and is another reason that these are being looked at as investments for the long haul. That valuation may mean limited upside in Tesla shares for a few years.But that's how retirement savings should be invested. Many years from now, investments in Tesla, Home Depot, and Garmin made today will likely become important parts of a retirement portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025265549,"gmtCreate":1653697930281,"gmtModify":1676535327936,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025265549","repostId":"2238290956","repostType":4,"repost":{"id":"2238290956","kind":"highlight","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":1653697334,"share":"https://ttm.financial/m/news/2238290956?lang=&edition=fundamental","pubTime":"2022-05-28 08:22","market":"us","language":"en","title":"Another Analyst Stays Bullish on Tesla Stock, That's Helping to Fuel a 3-Day Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2238290956","media":"Dow Jones","summary":"Tesla made it three up days in a row Friday after a brutal stretch for the stock. A call from an ana","content":"<html><head></head><body><p>Tesla made it three up days in a row Friday after a brutal stretch for the stock. A call from an analyst might help keep the streak alive.</p><p>Tesla stock rose 4.9% Wednesday and 7.4% Thursday after dropping 38% this month coming into Wednesday trading. Shares are up another 7.33%, at $759.63 on Friday. The S&amp;P 500 is up 2.47%, while the Dow Jones Industrial Average is up 1.76%.</p><p>Credit Suisse analyst Dan Levy might be giving Tesla stock an extra boost to close the week. On Friday, he reiterated his bullish stance on shares. What&#39;s more, he didn&#39;t cut his price target amid the stock&#39;s recent slide.</p><p>In a report, Levy said the recent fall in Tesla stock is an attractive entry point. He doesn&#39;t seem to believe that production problems caused by Covid lockdowns in Shanghai are long-term issues. He maintained his Buy rating and $1,125 price target.</p><p>The average analyst price target for Tesla stock has gone to about $942 from $1,000 at the start of May. Several analysts have cut target prices because of the Shanghai situation as well as the overall economic environment.</p><p>Tesla stock, along with shares of <a href=\"https://laohu8.com/S/GM\">General Motors</a> and <a href=\"https://laohu8.com/S/F\">Ford Motor</a>, are down about 35% year to date on average. Investors are worried that higher interest rates and inflation will slow sales while raising costs.</p><p>Tesla stock has also been impacted by CEO Elon Musk&#39;s potential purchase of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>. Whether or not the purchase represents a distraction for Musk is up for debate. But he sold Tesla stock to finance the purchase and originally planned to pledge Tesla stock to raise debt for a portion of the deal financing.</p><p>On May 24, Musk allowed the margin loan commitment to expire. He likely won&#39;t use pledged stock to buy Twitter if a deal happens. That reduces the risk that he will have to sell additional large blocks of Tesla stock down the road, a prospect that investors regarded with alarm. The expiration of the debt commitment is part of what pushed Tesla stock up about 13% over the past few days.</p><p>There is a lot going on with Tesla stock lately. Twitter investors are suing Musk because his tweets about the deal have resulted in lot of volatility for Twitter shareholders.</p><p>The lawsuit doesn&#39;t seem to be affecting Tesla stock. Tesla and Twitter didn&#39;t immediately respond to a request for comment about the lawsuits.</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>Another Analyst Stays Bullish on Tesla Stock, That's Helping to Fuel a 3-Day Rally</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\">\nAnother Analyst Stays Bullish on Tesla Stock, That's Helping to Fuel a 3-Day Rally\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\">2022-05-28 08:22</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla made it three up days in a row Friday after a brutal stretch for the stock. A call from an analyst might help keep the streak alive.</p><p>Tesla stock rose 4.9% Wednesday and 7.4% Thursday after dropping 38% this month coming into Wednesday trading. Shares are up another 7.33%, at $759.63 on Friday. The S&amp;P 500 is up 2.47%, while the Dow Jones Industrial Average is up 1.76%.</p><p>Credit Suisse analyst Dan Levy might be giving Tesla stock an extra boost to close the week. On Friday, he reiterated his bullish stance on shares. What&#39;s more, he didn&#39;t cut his price target amid the stock&#39;s recent slide.</p><p>In a report, Levy said the recent fall in Tesla stock is an attractive entry point. He doesn&#39;t seem to believe that production problems caused by Covid lockdowns in Shanghai are long-term issues. He maintained his Buy rating and $1,125 price target.</p><p>The average analyst price target for Tesla stock has gone to about $942 from $1,000 at the start of May. Several analysts have cut target prices because of the Shanghai situation as well as the overall economic environment.</p><p>Tesla stock, along with shares of <a href=\"https://laohu8.com/S/GM\">General Motors</a> and <a href=\"https://laohu8.com/S/F\">Ford Motor</a>, are down about 35% year to date on average. Investors are worried that higher interest rates and inflation will slow sales while raising costs.</p><p>Tesla stock has also been impacted by CEO Elon Musk&#39;s potential purchase of <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>. Whether or not the purchase represents a distraction for Musk is up for debate. But he sold Tesla stock to finance the purchase and originally planned to pledge Tesla stock to raise debt for a portion of the deal financing.</p><p>On May 24, Musk allowed the margin loan commitment to expire. He likely won&#39;t use pledged stock to buy Twitter if a deal happens. That reduces the risk that he will have to sell additional large blocks of Tesla stock down the road, a prospect that investors regarded with alarm. The expiration of the debt commitment is part of what pushed Tesla stock up about 13% over the past few days.</p><p>There is a lot going on with Tesla stock lately. Twitter investors are suing Musk because his tweets about the deal have resulted in lot of volatility for Twitter shareholders.</p><p>The lawsuit doesn&#39;t seem to be affecting Tesla stock. Tesla and Twitter didn&#39;t immediately respond to a request for comment about the lawsuits.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238290956","content_text":"Tesla made it three up days in a row Friday after a brutal stretch for the stock. A call from an analyst might help keep the streak alive.Tesla stock rose 4.9% Wednesday and 7.4% Thursday after dropping 38% this month coming into Wednesday trading. Shares are up another 7.33%, at $759.63 on Friday. The S&P 500 is up 2.47%, while the Dow Jones Industrial Average is up 1.76%.Credit Suisse analyst Dan Levy might be giving Tesla stock an extra boost to close the week. On Friday, he reiterated his bullish stance on shares. What's more, he didn't cut his price target amid the stock's recent slide.In a report, Levy said the recent fall in Tesla stock is an attractive entry point. He doesn't seem to believe that production problems caused by Covid lockdowns in Shanghai are long-term issues. He maintained his Buy rating and $1,125 price target.The average analyst price target for Tesla stock has gone to about $942 from $1,000 at the start of May. Several analysts have cut target prices because of the Shanghai situation as well as the overall economic environment.Tesla stock, along with shares of General Motors and Ford Motor, are down about 35% year to date on average. Investors are worried that higher interest rates and inflation will slow sales while raising costs.Tesla stock has also been impacted by CEO Elon Musk's potential purchase of Twitter. Whether or not the purchase represents a distraction for Musk is up for debate. But he sold Tesla stock to finance the purchase and originally planned to pledge Tesla stock to raise debt for a portion of the deal financing.On May 24, Musk allowed the margin loan commitment to expire. He likely won't use pledged stock to buy Twitter if a deal happens. That reduces the risk that he will have to sell additional large blocks of Tesla stock down the road, a prospect that investors regarded with alarm. The expiration of the debt commitment is part of what pushed Tesla stock up about 13% over the past few days.There is a lot going on with Tesla stock lately. Twitter investors are suing Musk because his tweets about the deal have resulted in lot of volatility for Twitter shareholders.The lawsuit doesn't seem to be affecting Tesla stock. Tesla and Twitter didn't immediately respond to a request for comment about the lawsuits.","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022299239,"gmtCreate":1653528107021,"gmtModify":1676535298928,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022299239","repostId":"2238545251","repostType":4,"repost":{"id":"2238545251","kind":"highlight","pubTimestamp":1653520707,"share":"https://ttm.financial/m/news/2238545251?lang=&edition=fundamental","pubTime":"2022-05-26 07:18","market":"us","language":"en","title":"After-Hours Stock Movers: Twitter Climbs After Musk Increases Commitment to $33.5B","url":"https://stock-news.laohu8.com/highlight/detail?id=2238545251","media":"StreetInsider","summary":"After-Hours Stock MoversNutanix 30% LOWER; reported Q3 EPS of ($0.41), $0.19 worse than the analyst ","content":"<html><head></head><body><p>After-Hours Stock Movers</p><p><a href=\"https://laohu8.com/S/NTNX\">Nutanix</a> 30% LOWER; reported Q3 EPS of ($0.41), $0.19 worse than the analyst estimate of ($0.22). Revenue for the quarter came in at $403.7 million versus the consensus estimate of $397.87 million. Nutanix sees Q4 2022 revenue of $340-360 million, versus the consensus of $439.44 million. Nutanix sees FY2022 revenue of $1.535-1.555 billion, versus the consensus of $1.63 billion.</p><p><a href=\"https://laohu8.com/S/WSM\">Williams-Sonoma</a> 9% HIGHER; reported Q1 EPS of $3.50, $0.62 better than the analyst estimate of $2.88. Revenue for the quarter came in at $1.89 billion versus the consensus estimate of $1.8 billion.</p><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> 13% LOWER; reported Q1 EPS of ($0.53), which may not compare to the analyst estimate of $0.01. Revenue for the quarter came in at $422.4 million versus the consensus estimate of $412.76 million. Sees Q2 product revenue of $435-$440 million.</p><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> 6% LOWER; reported Q1 EPS of $1.36, $0.07 better than the analyst estimate of $1.29. Revenue for the quarter came in at $8.29 billion versus the consensus estimate of $8.12 billion. NVIDIA sees Q2 2023 revenue of $8.1 billion, versus the consensus of $8.45 billion.</p><p><a href=\"https://laohu8.com/S/GES\">Guess?</a> 3% HIGHER; reported Q1 EPS of $0.24, $0.05 worse than the analyst estimate of $0.29. Revenue for the quarter came in at $593 million versus the consensus estimate of $584.39 million. Entered Into $175 Million Accelerated Share Repurchase Arrangement</p><p><a href=\"https://laohu8.com/S/TWTR\">Twitter Inc.</a> 5.6% HIGHER; Musk will secure an additional $6.25 billion in equity financing and reduce the margin loan to zero to fund the acquisition of the social media player.</p><p><a href=\"https://laohu8.com/S/DDOG\">Datadog Inc.</a> 5% LOWER; falls on Snowflake&#39;s results and outlook.</p><p><a href=\"https://laohu8.com/S/RH\">RH</a> 4% HIGHER; gains on results Williams-Sonoma.</p></body></html>","source":"highlight_streetinsider","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>After-Hours Stock Movers: Twitter Climbs After Musk Increases Commitment to $33.5B</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\">\nAfter-Hours Stock Movers: Twitter Climbs After Musk Increases Commitment to $33.5B\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20131844><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Stock MoversNutanix 30% LOWER; reported Q3 EPS of ($0.41), $0.19 worse than the analyst estimate of ($0.22). Revenue for the quarter came in at $403.7 million versus the consensus estimate...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20131844\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","SNOW":"Snowflake","BK4529":"IDC概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4178":"家庭装饰零售","NVDA":"英伟达","NTNX":"Nutanix Inc.","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","WSM":"Williams-Sonoma Inc","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4543":"AI","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4551":"寇图资本持仓"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20131844","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238545251","content_text":"After-Hours Stock MoversNutanix 30% LOWER; reported Q3 EPS of ($0.41), $0.19 worse than the analyst estimate of ($0.22). Revenue for the quarter came in at $403.7 million versus the consensus estimate of $397.87 million. Nutanix sees Q4 2022 revenue of $340-360 million, versus the consensus of $439.44 million. Nutanix sees FY2022 revenue of $1.535-1.555 billion, versus the consensus of $1.63 billion.Williams-Sonoma 9% HIGHER; reported Q1 EPS of $3.50, $0.62 better than the analyst estimate of $2.88. Revenue for the quarter came in at $1.89 billion versus the consensus estimate of $1.8 billion.Snowflake 13% LOWER; reported Q1 EPS of ($0.53), which may not compare to the analyst estimate of $0.01. Revenue for the quarter came in at $422.4 million versus the consensus estimate of $412.76 million. Sees Q2 product revenue of $435-$440 million.NVIDIA 6% LOWER; reported Q1 EPS of $1.36, $0.07 better than the analyst estimate of $1.29. Revenue for the quarter came in at $8.29 billion versus the consensus estimate of $8.12 billion. NVIDIA sees Q2 2023 revenue of $8.1 billion, versus the consensus of $8.45 billion.Guess? 3% HIGHER; reported Q1 EPS of $0.24, $0.05 worse than the analyst estimate of $0.29. Revenue for the quarter came in at $593 million versus the consensus estimate of $584.39 million. Entered Into $175 Million Accelerated Share Repurchase ArrangementTwitter Inc. 5.6% HIGHER; Musk will secure an additional $6.25 billion in equity financing and reduce the margin loan to zero to fund the acquisition of the social media player.Datadog Inc. 5% LOWER; falls on Snowflake's results and outlook.RH 4% HIGHER; gains on results Williams-Sonoma.","news_type":1},"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022987959,"gmtCreate":1653456447671,"gmtModify":1676535286134,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022987959","repostId":"1129162543","repostType":4,"repost":{"id":"1129162543","kind":"news","pubTimestamp":1653445368,"share":"https://ttm.financial/m/news/1129162543?lang=&edition=fundamental","pubTime":"2022-05-25 10:22","market":"us","language":"en","title":"Tesla Stock Falls to an 11-Month Low, Why a Second-Tier Social Media Company Is to Blame","url":"https://stock-news.laohu8.com/highlight/detail?id=1129162543","media":"Barron's","summary":"Tesla stock tumbles 6.93% on Tuesday. The likeliest reason isn’t related to price-target actions at ","content":"<html><head></head><body><p>Tesla stock tumbles 6.93% on Tuesday. The likeliest reason isn’t related to price-target actions at a broker. However, the drop is probably because of the social-media platform Snap.</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap</a> warned investors revenue would be weaker than expected Monday evening at the J.P. Morgan Technology, Media and Telecom conference.</p><p>“Well, the macroeconomic environment has definitely deteriorated further and faster than we expected when we issued our guidance for the second quarter,” said Snap CEO Evan Spiegel. “So even though our revenue continues to grow year-over-year in the second quarter, it’s likely that revenue and Ebitda will come in below the low end of our guidance range.” (Ebitda is short for earnings before interest, taxes, depreciation, and amortization.)</p><p>Snap expects second-quarter sales to come in between $1.179 billion and $1.228 billion. Wall Street was modeling $1.184 billion.</p><p>Snap stock is down 43%, at $12.79 on Tuesday, helping to drive the Nasdaq Composite down 2.35%. Tesla stock (TSLA) is off 6.94%, at $628.16. It would the lowest level since June 2021 if it were to close there.</p><p>Tesla is falling despite having made some progress on restoring its Shanghai plant to full production. Tesla is quarantining workers in preparation for a second shift at the Shanghai plant, Bloomberg reported Tuesday. Workers have to be Covid-19-free and isolated for the plant to operate in a “closed loop” setting—essentially having virus-free workers who have no contact with the outside world.</p><p>Tesla’s Shanghai plant was shut completely for weeks in early April. The plant has been operating at reduced capacity since late that month. Many workers are living at the plant, largely because it’s an opportunity to get paid after weeks of isolating at home. Tesla didn’t respond to a request for comment about the restart.</p><p>The Shanghai restart is a positive even if the persistent Covid issues in China remain a negative. Another negative that may be weighing on shares is a price-target cut on Tesla shares at Daiwa. Analyst Jairam Nathan lowered his price target to $800 from $1,150 but kept his Buy rating. The revision was driven by lower deliveries in 2022 and 2023, partly because of the Shanghai lockdowns.</p><p>Nathan now sees Tesla delivering 1.2 million vehicles in 2022 and 1.8 million in 2023. The Wall Street consensus calls for 1.4 million and 2.1 million units in 2022 and 2023, respectively.</p><p>It’s been a difficult run for Tesla stock lately. Coming into Tuesday trading, it was down about 36% this year, worse than the 16% and 26% respective drops of the S&amp;P 500 and Nasdaq. Tesla shares have moved more than 1%, up or down, eight of the past 10 trading days. Shares have fallen six times and are down about 15% over that span.</p></body></html>","source":"lsy1652258341127","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Falls to an 11-Month Low, Why a Second-Tier Social Media Company Is to Blame</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Falls to an 11-Month Low, Why a Second-Tier Social Media Company Is to Blame\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-25 10:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/articles/tesla-stock-price-snap-wall-street-shanghai-51653391345?mod=search_headline><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla stock tumbles 6.93% on Tuesday. The likeliest reason isn’t related to price-target actions at a broker. However, the drop is probably because of the social-media platform Snap.Snap warned ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/tesla-stock-price-snap-wall-street-shanghai-51653391345?mod=search_headline\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/articles/tesla-stock-price-snap-wall-street-shanghai-51653391345?mod=search_headline","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129162543","content_text":"Tesla stock tumbles 6.93% on Tuesday. The likeliest reason isn’t related to price-target actions at a broker. However, the drop is probably because of the social-media platform Snap.Snap warned investors revenue would be weaker than expected Monday evening at the J.P. Morgan Technology, Media and Telecom conference.“Well, the macroeconomic environment has definitely deteriorated further and faster than we expected when we issued our guidance for the second quarter,” said Snap CEO Evan Spiegel. “So even though our revenue continues to grow year-over-year in the second quarter, it’s likely that revenue and Ebitda will come in below the low end of our guidance range.” (Ebitda is short for earnings before interest, taxes, depreciation, and amortization.)Snap expects second-quarter sales to come in between $1.179 billion and $1.228 billion. Wall Street was modeling $1.184 billion.Snap stock is down 43%, at $12.79 on Tuesday, helping to drive the Nasdaq Composite down 2.35%. Tesla stock (TSLA) is off 6.94%, at $628.16. It would the lowest level since June 2021 if it were to close there.Tesla is falling despite having made some progress on restoring its Shanghai plant to full production. Tesla is quarantining workers in preparation for a second shift at the Shanghai plant, Bloomberg reported Tuesday. Workers have to be Covid-19-free and isolated for the plant to operate in a “closed loop” setting—essentially having virus-free workers who have no contact with the outside world.Tesla’s Shanghai plant was shut completely for weeks in early April. The plant has been operating at reduced capacity since late that month. Many workers are living at the plant, largely because it’s an opportunity to get paid after weeks of isolating at home. Tesla didn’t respond to a request for comment about the restart.The Shanghai restart is a positive even if the persistent Covid issues in China remain a negative. Another negative that may be weighing on shares is a price-target cut on Tesla shares at Daiwa. Analyst Jairam Nathan lowered his price target to $800 from $1,150 but kept his Buy rating. The revision was driven by lower deliveries in 2022 and 2023, partly because of the Shanghai lockdowns.Nathan now sees Tesla delivering 1.2 million vehicles in 2022 and 1.8 million in 2023. The Wall Street consensus calls for 1.4 million and 2.1 million units in 2022 and 2023, respectively.It’s been a difficult run for Tesla stock lately. Coming into Tuesday trading, it was down about 36% this year, worse than the 16% and 26% respective drops of the S&P 500 and Nasdaq. Tesla shares have moved more than 1%, up or down, eight of the past 10 trading days. Shares have fallen six times and are down about 15% over that span.","news_type":1},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026147402,"gmtCreate":1653350879406,"gmtModify":1676535264835,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026147402","repostId":"2237334366","repostType":4,"repost":{"id":"2237334366","kind":"highlight","pubTimestamp":1653350288,"share":"https://ttm.financial/m/news/2237334366?lang=&edition=fundamental","pubTime":"2022-05-24 07:58","market":"us","language":"en","title":"3 Growth Stocks That Could Triple","url":"https://stock-news.laohu8.com/highlight/detail?id=2237334366","media":"Motley Fool","summary":"These three stocks may be severely beaten down, but they have the potential to rise sharply over the next few years.","content":"<html><head></head><body><p>It&#39;s been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the toughest years on record for growth investors as the <b>Nasdaq Composite</b> falls for a seventh straight week, capping off a 28.3% year-to-date decline for the bellwether technology stock index. The<b> S&amp;P 500</b> index, which tracks the performance of the 500 largest companies in the U.S., is down 18.7% year to date and is on the edge of entering a bear market.</p><p>Amid the doom and gloom, investors should keep their eyes peeled for potential bargains emerging. The good news about falling share prices is that sometimes the baby gets thrown out with the bathwater, creating enticing investment opportunities for investors who stay alert. Plunging valuations also mean that the margin of safety increases for businesses that continue to grow both their top and bottom lines, increasing the chances of a better long-term total return.</p><p>Here are three growth stocks that continue to register business improvements and could very likely triple in share price once the selling is done.</p><h2><a href=\"https://laohu8.com/S/SE\">Sea Limited</a></h2><p><b>Sea Limited</b> is a global consumer internet company founded in Singapore with three distinct business divisions: e-commerce (Shopee), digital entertainment (Garena), and digital financial services (SeaMoney). The company has seen its share price plunge nearly 79% from its peak late last year as investors perceived a slowdown in its growth and the company pulled Shopee out of countries such as India and France.</p><p>Investors should perceive these events as short-term blips that are part of the company&#39;s growing pains. Its recent fiscal 2022 first-quarter earnings show that Sea still has what it takes to grow -- total revenue surged by 64.4% year over year to $2.9 billion, with e-commerce division revenue nearly doubling year over year from $772.4 million to $1.5 billion. The gross margin also expanded from 36.6% a year ago to 40.4%.</p><p>Operating metrics for Shopee continue to impress -- gross orders soared by 71% year over year to 1.9 billion while gross merchandise value increased by 39% year over year to $17.4 billion. Sea&#39;s e-commerce clout in Asia should ensure that the company continues to grow its top line, albeit at a slower pace after its pullout. Garena, though, has seen quarterly paying users fall by 23% year over year to 61.4 million as its <i>Free Fire</i> game was recently banned in India. SeaMoney, though, has turned in a respectable performance, with quarterly active users up 78% year over year to 49 million and total payment volume climbing 49% year over year to $5.1 billion.</p><p>Sea Limited has also recently snagged a second digital banking license in Malaysia, adding to the Singapore one that it won back in December 2020. The winning of these two licenses should significantly boost the growth of the company&#39;s digital financial services division in the coming years. It may take a while before Sea Limited revisits its glory days, but the seeds of success have already been planted for the company.</p><h2><a href=\"https://laohu8.com/S/DOCU\">DocuSign</a></h2><p><b>DocuSign</b> has seen its share price lose three-quarters of its value from its peak as investors get jittery over the company&#39;s prospects. The worry is that the electronic signature specialist could face a sharp slowdown for its cloud services as economies reopen and people return to their offices in droves. The company boasts more than a million paying customers and counts the top 15 of the Fortune 500 financial companies as its clients.</p><p>To be sure, DocuSign is still posting strong financial numbers. Revenue for its fiscal 2022 ended Jan. 31 jumped 45% year over year to $2.1 billion. Gross profit increased by 50.7% year over year to $1.64 billion, and the company narrowed its net loss to $70 million from $243.3 million a year ago. Billings stood at $2.4 billion for a 37% year-over-year increase, and 97% of DocuSign&#39;s revenue comprised subscription revenue, which is both stable and predictable. The company has also been garnering larger customers over the years, with enterprise and commercial customers ending the fiscal year at 170,000, up from 125,000 a year ago. Its clients are also spending more -- 852 of them had annual contract values worth more than $300,000 compared to just 599 in the previous fiscal year. DocuSign&#39;s net dollar retention rate was healthy at 119%.</p><p>DocuSign remains confident in its further growth as e-signatures help automate and smooth out the contract-signing process and will not be going away anytime soon. For fiscal 2023, the company estimates that revenue can grow 17.5% year over year to $2.48 billion, and it has also been busy forging partnerships to extend its reach. An agreement was signed with <b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</b> to enable easier and quicker signing of agreements through Zoom&#39;s videoconferencing software.</p><h2><a href=\"https://laohu8.com/S/OKTA\">Okta</a></h2><p>Like DocuSign, <b>Okta</b> has also seen its share price shrivel by 70% from its 52-week high. The identity management specialist has more than 15,000 customers on its cloud platform and helps them control access for a wide variety of applications and programs.</p><p>Part of the reason for the share price weakness could be attributed to a recent data breach that impacted up to 366 of Okta&#39;s customers. A hacker group compromised the company&#39;s Identity Cloud earlier this year, leading to a loss of confidence in the company. However, this is likely a one-off event that Okta can recover from given time, as it is one of the leading identity management platforms in the market.</p><p>Okta is still growing its top line at a rapid pace, posting a 55.6% year-over-year jump in total revenue for its fiscal 2022 ended Jan. 31. Subscription revenue made up 96% of revenue and grew by 56.8% year over year to $1.25 billion, and the company also generated free cash flow over the last two fiscal years. Like DocuSign, customers are spending more, with customers with more than $100,000 in annual contract value up 59% year over year to 3,100. Okta expects this momentum to continue into fiscal 2023, with revenue projected to grow by 37% year over year to $1.78 billion. A total addressable market of $80 billion has been identified that demonstrates Okta&#39;s potential to continue growing, and the company will rely on the improvement of its platform and international expansion as drivers of its growth plan.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Growth Stocks That Could Triple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Growth Stocks That Could Triple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 07:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/23/3-growth-stocks-that-could-triple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been one of the toughest years on record for growth investors as the Nasdaq Composite falls for a seventh straight week, capping off a 28.3% year-to-date decline for the bellwether technology ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/23/3-growth-stocks-that-could-triple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKTA":"Okta Inc.","SE":"Sea Ltd","DOCU":"Docusign"},"source_url":"https://www.fool.com/investing/2022/05/23/3-growth-stocks-that-could-triple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237334366","content_text":"It's been one of the toughest years on record for growth investors as the Nasdaq Composite falls for a seventh straight week, capping off a 28.3% year-to-date decline for the bellwether technology stock index. The S&P 500 index, which tracks the performance of the 500 largest companies in the U.S., is down 18.7% year to date and is on the edge of entering a bear market.Amid the doom and gloom, investors should keep their eyes peeled for potential bargains emerging. The good news about falling share prices is that sometimes the baby gets thrown out with the bathwater, creating enticing investment opportunities for investors who stay alert. Plunging valuations also mean that the margin of safety increases for businesses that continue to grow both their top and bottom lines, increasing the chances of a better long-term total return.Here are three growth stocks that continue to register business improvements and could very likely triple in share price once the selling is done.Sea LimitedSea Limited is a global consumer internet company founded in Singapore with three distinct business divisions: e-commerce (Shopee), digital entertainment (Garena), and digital financial services (SeaMoney). The company has seen its share price plunge nearly 79% from its peak late last year as investors perceived a slowdown in its growth and the company pulled Shopee out of countries such as India and France.Investors should perceive these events as short-term blips that are part of the company's growing pains. Its recent fiscal 2022 first-quarter earnings show that Sea still has what it takes to grow -- total revenue surged by 64.4% year over year to $2.9 billion, with e-commerce division revenue nearly doubling year over year from $772.4 million to $1.5 billion. The gross margin also expanded from 36.6% a year ago to 40.4%.Operating metrics for Shopee continue to impress -- gross orders soared by 71% year over year to 1.9 billion while gross merchandise value increased by 39% year over year to $17.4 billion. Sea's e-commerce clout in Asia should ensure that the company continues to grow its top line, albeit at a slower pace after its pullout. Garena, though, has seen quarterly paying users fall by 23% year over year to 61.4 million as its Free Fire game was recently banned in India. SeaMoney, though, has turned in a respectable performance, with quarterly active users up 78% year over year to 49 million and total payment volume climbing 49% year over year to $5.1 billion.Sea Limited has also recently snagged a second digital banking license in Malaysia, adding to the Singapore one that it won back in December 2020. The winning of these two licenses should significantly boost the growth of the company's digital financial services division in the coming years. It may take a while before Sea Limited revisits its glory days, but the seeds of success have already been planted for the company.DocuSignDocuSign has seen its share price lose three-quarters of its value from its peak as investors get jittery over the company's prospects. The worry is that the electronic signature specialist could face a sharp slowdown for its cloud services as economies reopen and people return to their offices in droves. The company boasts more than a million paying customers and counts the top 15 of the Fortune 500 financial companies as its clients.To be sure, DocuSign is still posting strong financial numbers. Revenue for its fiscal 2022 ended Jan. 31 jumped 45% year over year to $2.1 billion. Gross profit increased by 50.7% year over year to $1.64 billion, and the company narrowed its net loss to $70 million from $243.3 million a year ago. Billings stood at $2.4 billion for a 37% year-over-year increase, and 97% of DocuSign's revenue comprised subscription revenue, which is both stable and predictable. The company has also been garnering larger customers over the years, with enterprise and commercial customers ending the fiscal year at 170,000, up from 125,000 a year ago. Its clients are also spending more -- 852 of them had annual contract values worth more than $300,000 compared to just 599 in the previous fiscal year. DocuSign's net dollar retention rate was healthy at 119%.DocuSign remains confident in its further growth as e-signatures help automate and smooth out the contract-signing process and will not be going away anytime soon. For fiscal 2023, the company estimates that revenue can grow 17.5% year over year to $2.48 billion, and it has also been busy forging partnerships to extend its reach. An agreement was signed with Zoom Video Communications to enable easier and quicker signing of agreements through Zoom's videoconferencing software.OktaLike DocuSign, Okta has also seen its share price shrivel by 70% from its 52-week high. The identity management specialist has more than 15,000 customers on its cloud platform and helps them control access for a wide variety of applications and programs.Part of the reason for the share price weakness could be attributed to a recent data breach that impacted up to 366 of Okta's customers. A hacker group compromised the company's Identity Cloud earlier this year, leading to a loss of confidence in the company. However, this is likely a one-off event that Okta can recover from given time, as it is one of the leading identity management platforms in the market.Okta is still growing its top line at a rapid pace, posting a 55.6% year-over-year jump in total revenue for its fiscal 2022 ended Jan. 31. Subscription revenue made up 96% of revenue and grew by 56.8% year over year to $1.25 billion, and the company also generated free cash flow over the last two fiscal years. Like DocuSign, customers are spending more, with customers with more than $100,000 in annual contract value up 59% year over year to 3,100. Okta expects this momentum to continue into fiscal 2023, with revenue projected to grow by 37% year over year to $1.78 billion. A total addressable market of $80 billion has been identified that demonstrates Okta's potential to continue growing, and the company will rely on the improvement of its platform and international expansion as drivers of its growth plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026932640,"gmtCreate":1653311563780,"gmtModify":1676535258004,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026932640","repostId":"1163224981","repostType":4,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026932126,"gmtCreate":1653311557165,"gmtModify":1676535257997,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026932126","repostId":"1163224981","repostType":4,"repost":{"id":"1163224981","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1653307076,"share":"https://ttm.financial/m/news/1163224981?lang=&edition=fundamental","pubTime":"2022-05-23 19:57","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Rebound; Takeover Talks Boost VMware","url":"https://stock-news.laohu8.com/highlight/detail?id=1163224981","media":"Tiger Newspress","summary":"Wall Street futures rose on Monday, helped by a bounce in growth stocks and banks, after the benchma","content":"<html><head></head><body><p>Wall Street futures rose on Monday, helped by a bounce in growth stocks and banks, after the benchmark S&amp;P 500 hovered near a grim market milestone at the end of last week.</p><p>Investors will keep a close eye on the slew of economic data expected this week that could shed new light on the health of U.S. economy against the backdrop of a steep selloff in stocks since January.</p><p><b>Market Snapshot</b></p><p>At 07:45 a.m. ET, Dow e-minis were up 304 points, or 0.97%, S&amp;P 500 e-minis were up 39.75 points, or 1.02%, and Nasdaq 100 e-minis were up 96.75 points, or 0.82%.</p><p><img src=\"https://static.tigerbbs.com/1fd39d5dd2eb69502af0a0c70483fa3f\" tg-width=\"383\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b>Electronic Arts (EA)</b> – The video game maker’s shares rose 3.3% in the premarket after Puck News reported that the company was actively seeking a buyer or merger partner. EA has reportedly held talks with Walt Disney (DIS), Apple (AAPL) and Amazon (AMZN), among others.</p><p><b>Xpeng (XPEV)</b> – Chinese electric-vehicle maker Xpeng Inc. reported a wider-than-expected quarterly loss as supply-chain snarls and surging materials costs squeeze margins. Xpeng shares trimmed their losses to 0.4% from 4% in premarket trading.</p><p><b>VMWare (VMW)</b> – The cloud computing company’s stock surged 22.7% in premarket trading following multiple reports that it is in advanced talks to be bought by chipmaker <b>Broadcom (AVGO)</b>. The two companies are said to be discussing a cash-and-stock deal which could happen soon, according to people familiar with the matter. Broadcom slid 4.7%.</p><p><b>GameStop (GME)</b> – GameStop jumped 2.2% in premarket trading after the video game retailer launched a digital wallet for cryptocurrencies and NFTs.</p><p><b>HP Inc. (HPQ)</b> – The computer and printer maker was downgraded to “neutral” from “buy” at Citi, based on moderating demand for PCs in the near to mid-term. HP fell 2.9% in premarket action.</p><p><b>Pfizer (PFE)</b> – Pfizer and partner <b>BioNTech (BNTX)</b> said three doses of their Covid-19 vaccine offered strong protection for children under 5, according to preliminary data. BioNTech rose 1.9% in premarket trading, while Pfizer edged higher by 0.6%.</p><p><b>Motorola Solutions (MSI)</b> – Morgan Stanley upgraded the communications equipment and software company’s stock to “overweight” from “equal-weight,” with a number of favorable trends in place including an increase in demand for video surveillance. Motorola Solutions gained 2.5% in the premarket.</p><p><b>Emergent BioSolutions (EBS)</b> – The biopharma company’s stock rallied 9.7% in premarket trading, amid the increasing concerns about the spread of monkeypox. Emergent is a supplier of smallpox vaccine, which can be used as protection against monkeypox.</p><p><b>Autodesk (ADSK)</b> – The design software company’s stock fell 3.7% in premarket action after RBC cut its price target on the stock to $255 per share from $295 a share. RBC said Street earnings consensus may be too high and that Autodesk needs to establish consistency in its results to increase investor confidence.</p><p><b>Boeing (BA)</b> – Boeing rose 1% in premarket trading after its Starliner spacecraft successfully docked with the International Space Station over the weekend.</p><p><b>Corning (GLW)</b> – The materials science company’s stock slid 2.9% in the premarket after Citi downgraded it to “neutral” from “buy,” citing lower PC and tablet demand impacting Corning’s optical components business. Citi also notes uncertainty about demand recovery for premium and large-size televisions.</p><p><b>Market News</b></p><p><b>Biden Says Weighs Reducing Tariffs on China, Asking OPEC to Pump More Oil</b></p><p>U.S. President Joe Biden said he was weighing cutting tariffs on Chinese goods while increasing calls on OPEC to raise oil production as he grappled with a politically damaging wave of inflation.</p><p>&#34;I am considering it. We did not impose any of those tariffs. They were imposed by the last administration and they&#39;re under consideration,&#34; Biden said on reducing tariffs on China.</p><p><b>Broadcom in Advanced Talks to Buy VMware</b></p><p>Broadcom Inc. is in advanced talks to buy VMware Inc., according to people familiar with the matter, setting the stage for what would be one of the year’s biggest deals.</p><p>The technology companies are discussing a cash-and-stock deal that could come soon, assuming the talks don’t fall apart, the people said. VMware has a market value of $40 billion, while Broadcom’s is around $222 billion.</p><p>The deal discussions, which picked up pace in recent days, come roughly six months after computing pioneer Dell Technologies Inc. spun off its 81% equity stake in VMware.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜U.S. Stock Futures Rebound; Takeover Talks Boost VMware</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜U.S. Stock Futures Rebound; Takeover Talks Boost VMware\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-23 19:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street futures rose on Monday, helped by a bounce in growth stocks and banks, after the benchmark S&amp;P 500 hovered near a grim market milestone at the end of last week.</p><p>Investors will keep a close eye on the slew of economic data expected this week that could shed new light on the health of U.S. economy against the backdrop of a steep selloff in stocks since January.</p><p><b>Market Snapshot</b></p><p>At 07:45 a.m. ET, Dow e-minis were up 304 points, or 0.97%, S&amp;P 500 e-minis were up 39.75 points, or 1.02%, and Nasdaq 100 e-minis were up 96.75 points, or 0.82%.</p><p><img src=\"https://static.tigerbbs.com/1fd39d5dd2eb69502af0a0c70483fa3f\" tg-width=\"383\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b>Electronic Arts (EA)</b> – The video game maker’s shares rose 3.3% in the premarket after Puck News reported that the company was actively seeking a buyer or merger partner. EA has reportedly held talks with Walt Disney (DIS), Apple (AAPL) and Amazon (AMZN), among others.</p><p><b>Xpeng (XPEV)</b> – Chinese electric-vehicle maker Xpeng Inc. reported a wider-than-expected quarterly loss as supply-chain snarls and surging materials costs squeeze margins. Xpeng shares trimmed their losses to 0.4% from 4% in premarket trading.</p><p><b>VMWare (VMW)</b> – The cloud computing company’s stock surged 22.7% in premarket trading following multiple reports that it is in advanced talks to be bought by chipmaker <b>Broadcom (AVGO)</b>. The two companies are said to be discussing a cash-and-stock deal which could happen soon, according to people familiar with the matter. Broadcom slid 4.7%.</p><p><b>GameStop (GME)</b> – GameStop jumped 2.2% in premarket trading after the video game retailer launched a digital wallet for cryptocurrencies and NFTs.</p><p><b>HP Inc. (HPQ)</b> – The computer and printer maker was downgraded to “neutral” from “buy” at Citi, based on moderating demand for PCs in the near to mid-term. HP fell 2.9% in premarket action.</p><p><b>Pfizer (PFE)</b> – Pfizer and partner <b>BioNTech (BNTX)</b> said three doses of their Covid-19 vaccine offered strong protection for children under 5, according to preliminary data. BioNTech rose 1.9% in premarket trading, while Pfizer edged higher by 0.6%.</p><p><b>Motorola Solutions (MSI)</b> – Morgan Stanley upgraded the communications equipment and software company’s stock to “overweight” from “equal-weight,” with a number of favorable trends in place including an increase in demand for video surveillance. Motorola Solutions gained 2.5% in the premarket.</p><p><b>Emergent BioSolutions (EBS)</b> – The biopharma company’s stock rallied 9.7% in premarket trading, amid the increasing concerns about the spread of monkeypox. Emergent is a supplier of smallpox vaccine, which can be used as protection against monkeypox.</p><p><b>Autodesk (ADSK)</b> – The design software company’s stock fell 3.7% in premarket action after RBC cut its price target on the stock to $255 per share from $295 a share. RBC said Street earnings consensus may be too high and that Autodesk needs to establish consistency in its results to increase investor confidence.</p><p><b>Boeing (BA)</b> – Boeing rose 1% in premarket trading after its Starliner spacecraft successfully docked with the International Space Station over the weekend.</p><p><b>Corning (GLW)</b> – The materials science company’s stock slid 2.9% in the premarket after Citi downgraded it to “neutral” from “buy,” citing lower PC and tablet demand impacting Corning’s optical components business. Citi also notes uncertainty about demand recovery for premium and large-size televisions.</p><p><b>Market News</b></p><p><b>Biden Says Weighs Reducing Tariffs on China, Asking OPEC to Pump More Oil</b></p><p>U.S. President Joe Biden said he was weighing cutting tariffs on Chinese goods while increasing calls on OPEC to raise oil production as he grappled with a politically damaging wave of inflation.</p><p>&#34;I am considering it. We did not impose any of those tariffs. They were imposed by the last administration and they&#39;re under consideration,&#34; Biden said on reducing tariffs on China.</p><p><b>Broadcom in Advanced Talks to Buy VMware</b></p><p>Broadcom Inc. is in advanced talks to buy VMware Inc., according to people familiar with the matter, setting the stage for what would be one of the year’s biggest deals.</p><p>The technology companies are discussing a cash-and-stock deal that could come soon, assuming the talks don’t fall apart, the people said. VMware has a market value of $40 billion, while Broadcom’s is around $222 billion.</p><p>The deal discussions, which picked up pace in recent days, come roughly six months after computing pioneer Dell Technologies Inc. spun off its 81% equity stake in VMware.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADSK":"欧特克","MSI":"摩托罗拉解决方案","EBS":"Emergent Biosolutions","GLW":"康宁","BNTX":"BioNTech SE","HPQ":"惠普","VMW":"威睿",".DJI":"道琼斯","AVGO":"博通",".IXIC":"NASDAQ Composite","EA":"艺电","BA":"波音",".SPX":"S&P 500 Index","GME":"游戏驿站","PFE":"辉瑞","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163224981","content_text":"Wall Street futures rose on Monday, helped by a bounce in growth stocks and banks, after the benchmark S&P 500 hovered near a grim market milestone at the end of last week.Investors will keep a close eye on the slew of economic data expected this week that could shed new light on the health of U.S. economy against the backdrop of a steep selloff in stocks since January.Market SnapshotAt 07:45 a.m. ET, Dow e-minis were up 304 points, or 0.97%, S&P 500 e-minis were up 39.75 points, or 1.02%, and Nasdaq 100 e-minis were up 96.75 points, or 0.82%.Pre-Market MoversElectronic Arts (EA) – The video game maker’s shares rose 3.3% in the premarket after Puck News reported that the company was actively seeking a buyer or merger partner. EA has reportedly held talks with Walt Disney (DIS), Apple (AAPL) and Amazon (AMZN), among others.Xpeng (XPEV) – Chinese electric-vehicle maker Xpeng Inc. reported a wider-than-expected quarterly loss as supply-chain snarls and surging materials costs squeeze margins. Xpeng shares trimmed their losses to 0.4% from 4% in premarket trading.VMWare (VMW) – The cloud computing company’s stock surged 22.7% in premarket trading following multiple reports that it is in advanced talks to be bought by chipmaker Broadcom (AVGO). The two companies are said to be discussing a cash-and-stock deal which could happen soon, according to people familiar with the matter. Broadcom slid 4.7%.GameStop (GME) – GameStop jumped 2.2% in premarket trading after the video game retailer launched a digital wallet for cryptocurrencies and NFTs.HP Inc. (HPQ) – The computer and printer maker was downgraded to “neutral” from “buy” at Citi, based on moderating demand for PCs in the near to mid-term. HP fell 2.9% in premarket action.Pfizer (PFE) – Pfizer and partner BioNTech (BNTX) said three doses of their Covid-19 vaccine offered strong protection for children under 5, according to preliminary data. BioNTech rose 1.9% in premarket trading, while Pfizer edged higher by 0.6%.Motorola Solutions (MSI) – Morgan Stanley upgraded the communications equipment and software company’s stock to “overweight” from “equal-weight,” with a number of favorable trends in place including an increase in demand for video surveillance. Motorola Solutions gained 2.5% in the premarket.Emergent BioSolutions (EBS) – The biopharma company’s stock rallied 9.7% in premarket trading, amid the increasing concerns about the spread of monkeypox. Emergent is a supplier of smallpox vaccine, which can be used as protection against monkeypox.Autodesk (ADSK) – The design software company’s stock fell 3.7% in premarket action after RBC cut its price target on the stock to $255 per share from $295 a share. RBC said Street earnings consensus may be too high and that Autodesk needs to establish consistency in its results to increase investor confidence.Boeing (BA) – Boeing rose 1% in premarket trading after its Starliner spacecraft successfully docked with the International Space Station over the weekend.Corning (GLW) – The materials science company’s stock slid 2.9% in the premarket after Citi downgraded it to “neutral” from “buy,” citing lower PC and tablet demand impacting Corning’s optical components business. Citi also notes uncertainty about demand recovery for premium and large-size televisions.Market NewsBiden Says Weighs Reducing Tariffs on China, Asking OPEC to Pump More OilU.S. President Joe Biden said he was weighing cutting tariffs on Chinese goods while increasing calls on OPEC to raise oil production as he grappled with a politically damaging wave of inflation.\"I am considering it. We did not impose any of those tariffs. They were imposed by the last administration and they're under consideration,\" Biden said on reducing tariffs on China.Broadcom in Advanced Talks to Buy VMwareBroadcom Inc. is in advanced talks to buy VMware Inc., according to people familiar with the matter, setting the stage for what would be one of the year’s biggest deals.The technology companies are discussing a cash-and-stock deal that could come soon, assuming the talks don’t fall apart, the people said. VMware has a market value of $40 billion, while Broadcom’s is around $222 billion.The deal discussions, which picked up pace in recent days, come roughly six months after computing pioneer Dell Technologies Inc. spun off its 81% equity stake in VMware.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021762845,"gmtCreate":1653103822187,"gmtModify":1676535225341,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021762845","repostId":"2236012808","repostType":4,"isVote":1,"tweetType":1,"viewCount":33,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021762373,"gmtCreate":1653103782892,"gmtModify":1676535225341,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021762373","repostId":"2236012808","repostType":4,"repost":{"id":"2236012808","kind":"highlight","pubTimestamp":1653089869,"share":"https://ttm.financial/m/news/2236012808?lang=&edition=fundamental","pubTime":"2022-05-21 07:37","market":"us","language":"en","title":"It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2236012808","media":"Motley Fool","summary":"As the broader market continues to fall, some investors may view the EV leader's stock slump as a buying opportunity. Are they right?","content":"<html><head></head><body><p>After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut <b>Tesla</b> have shifted into reverse. Between macroeconomic headwinds like 40-year-high inflation, the Fed&#39;s consequent move to raise interest rates, and concerns about the war between Russia and Ukraine, the stock market has been in quite the frenzy.</p><p>Many high-growth stocks, Tesla included, have been humbled lately as investors seek protection by shifting their attention to value companies and safer assets. CEO Elon Musk&#39;s move to potentially acquire <b>Twitter</b> certainly hasn&#39;t aided the company&#39;s case, either. With uncertainty around whether or not the deal will actually close, investors have raced to dump shares of the EV leader.</p><p>But in terms of fundamentals, Tesla continues to look dominant. The company is rapidly expanding its business on all fronts and has strengthened its balance sheet and cash generation in the process. With the stock down almost 40% year to date, should investors pull the trigger on buying Tesla today?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecb47944e9c0966d2182e999d9a81cba\"/><span>Image source: Getty Images.</span></p><h2>Fundamentals aren&#39;t the problem</h2><p>In a quarter when investors weren&#39;t sure what to expect due to COVID-19-related shutdowns at Tesla&#39;s Shanghai factory, the EV leader delivered, and it delivered big. The company&#39;s $18.8 billion in total sales, which climbed 81% year over year, beat Wall Street expectations by $918 million. Likewise, its non-GAAP earnings per share of $3.22, equal to 246% growth, crushed consensus estimates by a whopping 42%.</p><p>To top off a record quarter, the Musk-led enterprise grew total production and vehicle deliveries by a respective 69% and 68%, producing 305,407 vehicles and delivering 310,048. Per management&#39;s guidance, investors can expect the company to achieve 50% average annual growth in deliveries over a multi-year time horizon. In fiscal 2022, analysts are modeling a top line and adjusted bottom line of $86.5 billion and $12.32/share, translating to robust year-over-year ascents of 61% and 82%, respectively.</p><p>Amid such incredible growth, the company&#39;s balance sheet and cash generation are equally thriving. In its latest quarter, the EV commander revealed that total debt excluding vehicle and energy product financing fell below $100 million. The company is manifesting the &#34;cash is king&#34; mantra as well: In the first quarter, free cash flow surged an astonishing 660% to $2.2 billion. Provided that the global EV market is projected to expand at a compound annual growth rate (CAGR) of 25% through 2028 to nearly $1 trillion, it could be said with exceedingly high confidence that Tesla is poised for more success in the coming years.</p><h2>Tesla&#39;s valuation is still high</h2><p>Even without context, though, Tesla&#39;s valuation is extremely high. The stock is trading at 98.2 times earnings at the moment, an extremely lofty multiple even post-correction.</p><p>Comparing the EV behemoth to other automobile manufacturers further underscores its expensive stock price. As seen in the below chart, competitors <b>General Motors </b>(GM 0.81%), <b>Ford</b> (F 0.55%), and <b>Toyota </b>(TM 0.26%) have price-to-earnings multiples of 6.2, 4.6, and 7.9, respectively. Whether or not Tesla deserves a premium valuation is a frequent debate among the bulls and the bears. However, it&#39;s rather indisputable that the EV stock is richly priced. It would take a major share price collapse for Tesla to truly be considered cheap.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4664e23d164238b9ae09f5957b8e89b9\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>TSLA PE Ratio data by YCharts</span></p><h2>Should investors buy the stock now?</h2><p>Tesla&#39;s pullback has certainly grabbed my attention -- the company is the unequivocal pacesetter in the EV market, an industry that is still in the earlier innings of development. That said, the company&#39;s valuation isn&#39;t exactly attractive yet, and it would take far more downward pressure to make the stock appear cheap. Investors should keep a close eye on Tesla moving forward, as there&#39;s surely a chance it&#39;ll continue on a downward path in the periods ahead.</p><p>While it&#39;s a fantastic company and a sure winner in the EV space, I don&#39;t suggest buying the stock just yet. Take advantage of the recent tech sell-off and look for other companies that carry more enticing valuations today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt's Down Almost 40% Year to Date -- Should Investors Buy Tesla Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-21 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut Tesla have shifted into reverse. Between macroeconomic headwinds like 40-year-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/05/20/its-down-almost-40-year-to-date-should-investors-b/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236012808","content_text":"After joining the $1 trillion market capitalization club at the end of 2021, shares of electric vehicle (EV) juggernaut Tesla have shifted into reverse. Between macroeconomic headwinds like 40-year-high inflation, the Fed's consequent move to raise interest rates, and concerns about the war between Russia and Ukraine, the stock market has been in quite the frenzy.Many high-growth stocks, Tesla included, have been humbled lately as investors seek protection by shifting their attention to value companies and safer assets. CEO Elon Musk's move to potentially acquire Twitter certainly hasn't aided the company's case, either. With uncertainty around whether or not the deal will actually close, investors have raced to dump shares of the EV leader.But in terms of fundamentals, Tesla continues to look dominant. The company is rapidly expanding its business on all fronts and has strengthened its balance sheet and cash generation in the process. With the stock down almost 40% year to date, should investors pull the trigger on buying Tesla today?Image source: Getty Images.Fundamentals aren't the problemIn a quarter when investors weren't sure what to expect due to COVID-19-related shutdowns at Tesla's Shanghai factory, the EV leader delivered, and it delivered big. The company's $18.8 billion in total sales, which climbed 81% year over year, beat Wall Street expectations by $918 million. Likewise, its non-GAAP earnings per share of $3.22, equal to 246% growth, crushed consensus estimates by a whopping 42%.To top off a record quarter, the Musk-led enterprise grew total production and vehicle deliveries by a respective 69% and 68%, producing 305,407 vehicles and delivering 310,048. Per management's guidance, investors can expect the company to achieve 50% average annual growth in deliveries over a multi-year time horizon. In fiscal 2022, analysts are modeling a top line and adjusted bottom line of $86.5 billion and $12.32/share, translating to robust year-over-year ascents of 61% and 82%, respectively.Amid such incredible growth, the company's balance sheet and cash generation are equally thriving. In its latest quarter, the EV commander revealed that total debt excluding vehicle and energy product financing fell below $100 million. The company is manifesting the \"cash is king\" mantra as well: In the first quarter, free cash flow surged an astonishing 660% to $2.2 billion. Provided that the global EV market is projected to expand at a compound annual growth rate (CAGR) of 25% through 2028 to nearly $1 trillion, it could be said with exceedingly high confidence that Tesla is poised for more success in the coming years.Tesla's valuation is still highEven without context, though, Tesla's valuation is extremely high. The stock is trading at 98.2 times earnings at the moment, an extremely lofty multiple even post-correction.Comparing the EV behemoth to other automobile manufacturers further underscores its expensive stock price. As seen in the below chart, competitors General Motors (GM 0.81%), Ford (F 0.55%), and Toyota (TM 0.26%) have price-to-earnings multiples of 6.2, 4.6, and 7.9, respectively. Whether or not Tesla deserves a premium valuation is a frequent debate among the bulls and the bears. However, it's rather indisputable that the EV stock is richly priced. It would take a major share price collapse for Tesla to truly be considered cheap.TSLA PE Ratio data by YChartsShould investors buy the stock now?Tesla's pullback has certainly grabbed my attention -- the company is the unequivocal pacesetter in the EV market, an industry that is still in the earlier innings of development. That said, the company's valuation isn't exactly attractive yet, and it would take far more downward pressure to make the stock appear cheap. Investors should keep a close eye on Tesla moving forward, as there's surely a chance it'll continue on a downward path in the periods ahead.While it's a fantastic company and a sure winner in the EV space, I don't suggest buying the stock just yet. Take advantage of the recent tech sell-off and look for other companies that carry more enticing valuations today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021677800,"gmtCreate":1653054393600,"gmtModify":1676535215365,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021677800","repostId":"1107674077","repostType":4,"repost":{"id":"1107674077","kind":"news","pubTimestamp":1653053167,"share":"https://ttm.financial/m/news/1107674077?lang=&edition=fundamental","pubTime":"2022-05-20 21:26","market":"us","language":"en","title":"Rising Cyber Crimes Make Cyber Insurers Safe Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=1107674077","media":"TipRanks","summary":"While the rest of the world is struggling with its myriad issues, one industry is reaping benefits: ","content":"<div>\n<p>While the rest of the world is struggling with its myriad issues, one industry is reaping benefits: the insurance industry, and the topmost beneficiaries are firms that are offering coverage against ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/rising-cyber-crimes-make-cyber-insurers-safe-buys/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rising Cyber Crimes Make Cyber Insurers Safe Buys</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\">\nRising Cyber Crimes Make Cyber Insurers Safe Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 21:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/rising-cyber-crimes-make-cyber-insurers-safe-buys/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the rest of the world is struggling with its myriad issues, one industry is reaping benefits: the insurance industry, and the topmost beneficiaries are firms that are offering coverage against ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/rising-cyber-crimes-make-cyber-insurers-safe-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CB":"安达保险","AIG":"美国国际集团"},"source_url":"https://www.tipranks.com/news/article/rising-cyber-crimes-make-cyber-insurers-safe-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107674077","content_text":"While the rest of the world is struggling with its myriad issues, one industry is reaping benefits: the insurance industry, and the topmost beneficiaries are firms that are offering coverage against cybercrime.The pandemic years led to increased digitalization, online shopping, mobile banking, and online payments, as well as increased electronic documents that further triggered several cybercrimes.Ransomware is the fastest-growing and most dangerous type of cybercrime and has cost businesses billions globally in FY2021.Cyber attacks are now considered the dominant risk for many businesses and have become a growing concern for governments around the world.It is estimated that government legislation around cyber protection and compliance will become the need of the hour and is inevitable. Following a series of well-known cyber attacks last year, cyber insurers’ products are in huge demand.Supporting DataFollowing the May 2021 hack of Colonial Pipeline Co. and the costly ransomware attacks thereon, the world markets have become much more aware of the graveness of the security threats and have unleashed new cyber regulations, especially in the U.S. U.S. regulators are now vouching for increased private-sector security.According to the National Association of Insurance Commissioners, direct-written premiums (DWP) recorded by the biggest U.S. insurance providers grew by a whopping 92% year-over-year in 2021.Notably, cyber insurance companies have not only increased their pricing but have also become more stringent on the terms of the cyber security insurance the provide.The insurers have much stricter criteria for firms applying for coverage, with minimum requirements to follow like basic cyber hygiene; safety measures like multi-factor authentication; continuously monitoring employee devices for incursions; and training the staff to ward off intrusions, among others.The Impact of the Russia-Ukraine WarContrary to the gains from rising demand for cyber insurance, the insurance industry is struggling with huge claims from the prolonged war in Ukraine that has led to wide-ranging sanctions.In fact, many insurers are evaluating a cut in coverage for Russia and Ukraine to protect themselves from the risk of heightened claims.Some insurers have clarified act-of-war terms, specifying what is and what is not covered by insurance. The terms may exclude cyber threats from property and casualty policies as more conflicts are leading to increased cybercrime.Chubb (NYSE: CB)Based in Zurich, Switzerland, Chub is the world’s largest publicly traded property and casualty (P&C) insurance company, and it is also one of the biggest providers of cyber insurance with an approximate 15% market share.Shares of the insurer, with a market capitalization of $86.1 billion, have gained over 22% over the past year, massively outpacing benchmark performances.Chubb’s range of cyber products integrates privacy, network, media, and errors and omissions (E&O) products to provide customized coverage.Notably, Chubb reported upbeat Q1 results on April 26, with 8.7% and 10% increases in commercial written rates in North America and internationally. Furthermore, both rate levels were above cost.The Wall Street community is cautiously optimistic about the stock, with a Moderate Buy consensus rating based on eight Buys, two Holds and 1 Sell. The averageChubb price target of $235 implies 15.76% upside potential to current levels.Chubb scores a “Perfect 10” on the TipRanks’ Smart Score rating system, indicating that the stock has strong potential to outperform market expectations.American International Group Inc(NYSE: AIG)American International Group, Inc. (NYSE: AIG), better known as AIG, is an American multinational finance and insurance corporation, with operations in more than 80 countries and jurisdictions.Shares, with a current market capitalization of over $45 billion, have gained 15% over the past year.AIG provides cyber insurance with coverage for physical and non-physical losses resulting from a cyber event on a primary basis via its CyberEdge or CyberEdge Plus products.During the stronger-than-expected first quarter of 2021, Commercial net premiums written grew 8% year-over-year, with 10% growth in the International region and 6% in North America.According to TipRanks’ analyst rating consensus, AIG is a Moderate Buy, based on four Buys and four Hold ratings. The averageAIG price targetis $70.38, implying 21.55% upside potential.Concluding ThoughtsThe changing landscape of cybercrime threats, ranging from the release of data to ransomware to the shut down of infrastructure, has increased the need for cyber insurance across sectors and industries.Although earlier the threats were kept under wraps, now companies are required to disclose such incidences, helping insurers to predict and calculate the cost of attacks better, protecting them from future liability.On top of that, stricter government regulations concerning cyber security norms have further boosted the demand for cyber coverage for businesses across the globe.To tackle the financial threat, a complete cybersecurity strategy is required that not only includes technological solutions aimed at preventing, detecting, and mitigating attacks but should also include cyber insurance to help manage the associated financial risks.Consequently, cyber insurers command a higher bargaining power and have significantly increased the premiums charged on their offerings. The mammoth demand for cyber insurance bodes well for the insurance companies with exposure in the space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021677129,"gmtCreate":1653054373261,"gmtModify":1676535215359,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021677129","repostId":"1107674077","repostType":4,"repost":{"id":"1107674077","kind":"news","pubTimestamp":1653053167,"share":"https://ttm.financial/m/news/1107674077?lang=&edition=fundamental","pubTime":"2022-05-20 21:26","market":"us","language":"en","title":"Rising Cyber Crimes Make Cyber Insurers Safe Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=1107674077","media":"TipRanks","summary":"While the rest of the world is struggling with its myriad issues, one industry is reaping benefits: ","content":"<div>\n<p>While the rest of the world is struggling with its myriad issues, one industry is reaping benefits: the insurance industry, and the topmost beneficiaries are firms that are offering coverage against ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/rising-cyber-crimes-make-cyber-insurers-safe-buys/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rising Cyber Crimes Make Cyber Insurers Safe Buys</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\">\nRising Cyber Crimes Make Cyber Insurers Safe Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 21:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/rising-cyber-crimes-make-cyber-insurers-safe-buys/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the rest of the world is struggling with its myriad issues, one industry is reaping benefits: the insurance industry, and the topmost beneficiaries are firms that are offering coverage against ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/rising-cyber-crimes-make-cyber-insurers-safe-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CB":"安达保险","AIG":"美国国际集团"},"source_url":"https://www.tipranks.com/news/article/rising-cyber-crimes-make-cyber-insurers-safe-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107674077","content_text":"While the rest of the world is struggling with its myriad issues, one industry is reaping benefits: the insurance industry, and the topmost beneficiaries are firms that are offering coverage against cybercrime.The pandemic years led to increased digitalization, online shopping, mobile banking, and online payments, as well as increased electronic documents that further triggered several cybercrimes.Ransomware is the fastest-growing and most dangerous type of cybercrime and has cost businesses billions globally in FY2021.Cyber attacks are now considered the dominant risk for many businesses and have become a growing concern for governments around the world.It is estimated that government legislation around cyber protection and compliance will become the need of the hour and is inevitable. Following a series of well-known cyber attacks last year, cyber insurers’ products are in huge demand.Supporting DataFollowing the May 2021 hack of Colonial Pipeline Co. and the costly ransomware attacks thereon, the world markets have become much more aware of the graveness of the security threats and have unleashed new cyber regulations, especially in the U.S. U.S. regulators are now vouching for increased private-sector security.According to the National Association of Insurance Commissioners, direct-written premiums (DWP) recorded by the biggest U.S. insurance providers grew by a whopping 92% year-over-year in 2021.Notably, cyber insurance companies have not only increased their pricing but have also become more stringent on the terms of the cyber security insurance the provide.The insurers have much stricter criteria for firms applying for coverage, with minimum requirements to follow like basic cyber hygiene; safety measures like multi-factor authentication; continuously monitoring employee devices for incursions; and training the staff to ward off intrusions, among others.The Impact of the Russia-Ukraine WarContrary to the gains from rising demand for cyber insurance, the insurance industry is struggling with huge claims from the prolonged war in Ukraine that has led to wide-ranging sanctions.In fact, many insurers are evaluating a cut in coverage for Russia and Ukraine to protect themselves from the risk of heightened claims.Some insurers have clarified act-of-war terms, specifying what is and what is not covered by insurance. The terms may exclude cyber threats from property and casualty policies as more conflicts are leading to increased cybercrime.Chubb (NYSE: CB)Based in Zurich, Switzerland, Chub is the world’s largest publicly traded property and casualty (P&C) insurance company, and it is also one of the biggest providers of cyber insurance with an approximate 15% market share.Shares of the insurer, with a market capitalization of $86.1 billion, have gained over 22% over the past year, massively outpacing benchmark performances.Chubb’s range of cyber products integrates privacy, network, media, and errors and omissions (E&O) products to provide customized coverage.Notably, Chubb reported upbeat Q1 results on April 26, with 8.7% and 10% increases in commercial written rates in North America and internationally. Furthermore, both rate levels were above cost.The Wall Street community is cautiously optimistic about the stock, with a Moderate Buy consensus rating based on eight Buys, two Holds and 1 Sell. The averageChubb price target of $235 implies 15.76% upside potential to current levels.Chubb scores a “Perfect 10” on the TipRanks’ Smart Score rating system, indicating that the stock has strong potential to outperform market expectations.American International Group Inc(NYSE: AIG)American International Group, Inc. (NYSE: AIG), better known as AIG, is an American multinational finance and insurance corporation, with operations in more than 80 countries and jurisdictions.Shares, with a current market capitalization of over $45 billion, have gained 15% over the past year.AIG provides cyber insurance with coverage for physical and non-physical losses resulting from a cyber event on a primary basis via its CyberEdge or CyberEdge Plus products.During the stronger-than-expected first quarter of 2021, Commercial net premiums written grew 8% year-over-year, with 10% growth in the International region and 6% in North America.According to TipRanks’ analyst rating consensus, AIG is a Moderate Buy, based on four Buys and four Hold ratings. The averageAIG price targetis $70.38, implying 21.55% upside potential.Concluding ThoughtsThe changing landscape of cybercrime threats, ranging from the release of data to ransomware to the shut down of infrastructure, has increased the need for cyber insurance across sectors and industries.Although earlier the threats were kept under wraps, now companies are required to disclose such incidences, helping insurers to predict and calculate the cost of attacks better, protecting them from future liability.On top of that, stricter government regulations concerning cyber security norms have further boosted the demand for cyber coverage for businesses across the globe.To tackle the financial threat, a complete cybersecurity strategy is required that not only includes technological solutions aimed at preventing, detecting, and mitigating attacks but should also include cyber insurance to help manage the associated financial risks.Consequently, cyber insurers command a higher bargaining power and have significantly increased the premiums charged on their offerings. The mammoth demand for cyber insurance bodes well for the insurance companies with exposure in the space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023516598,"gmtCreate":1652929466214,"gmtModify":1676535191501,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023516598","repostId":"2236743653","repostType":4,"repost":{"id":"2236743653","kind":"highlight","pubTimestamp":1652927995,"share":"https://ttm.financial/m/news/2236743653?lang=&edition=fundamental","pubTime":"2022-05-19 10:39","market":"us","language":"en","title":"Defensive Stocks Are Starting to Crack","url":"https://stock-news.laohu8.com/highlight/detail?id=2236743653","media":"Motley Fool","summary":"A new set of stocks is taking big hits.","content":"<html><head></head><body><p>The stock market saw big declines on Wednesday, wiping out Tuesday&#39;s gains and returning to close to their worst levels in more than a year. Inflationary pressures made themselves felt more prominently than ever in earnings reports from key companies, setting the stage for a decline that continued throughout the day. By the close, the <b>Dow Jones Industrial Average</b>, <b>S&amp;P 500</b>, and <b>Nasdaq Composite</b> were down between 3.5% and 5%.</p><table><thead><tr><th><p><b>Index</b></p></th><th><p><b>Daily Percentage Change</b></p></th><th><p><b>Daily Point Change</b></p></th></tr></thead><tbody><tr><td width=\"213\"><p>Dow</p></td><td width=\"213\"><p>(3.57%)</p></td><td width=\"213\"><p>(1,165)</p></td></tr><tr><td width=\"213\"><p>S&amp;P 500</p></td><td width=\"213\"><p>(4.04%)</p></td><td width=\"213\"><p>(165)</p></td></tr><tr><td width=\"213\"><p>Nasdaq</p></td><td width=\"213\"><p>(4.73%)</p></td><td width=\"213\"><p>(566)</p></td></tr></tbody></table><p>Data source: Yahoo! Finance.</p><p>Over the past six months, high-priced tech stocks with extremely strong growth prospects took the brunt of the damage. However, this week, we&#39;ve seen some stocks that have historically been more defensive in nature start to take hits. That indicates that the bear market might be entering a new phase, and although it&#39;s impossible to be sure whether it will lead to a quick rebound or continue to drive indexes lower, it&#39;s bound to add to anxiety levels for many shareholders.</p><h2>Playing defense</h2><p>Investors have often looked to consumer-facing companies to weather economic storms in the past, especially those that have exposure to the staples that people actually <i>need </i>to buy on a regular basis. A conservative strategy emphasizing these stocks has done well during past downturns, and it had also been doing reasonably well in this one.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f3e00872acf1a1675d4a69e5f257798\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>However, this week&#39;s results from retailers <b>Walmart</b> and <b>Target</b> have changed the narrative on defensive consumer stocks. Even big-name retailers are facing problems due to inflation, with inventories building and supply chain disruptions causing difficulties across their businesses. Moreover, as consumers return to more normal behavior and even have to cut back due to higher prices, the big gains that many of these stocks enjoyed due to pandemic-boosted financial metrics are seeing abrupt reversals.</p><p>You can see this effect today even in stocks that didn&#39;t report their latest results. Elsewhere in retail, <b>Costco Wholesale</b> fell 12%, as investors anticipate similar weakness in future reports. Among product manufacturers, <b>Procter &amp; Gamble</b> and <b>PepsiCo</b> were down 6%, while <b>Coca-Cola</b> fell 7%.</p><p>Even the relatively defensive plays in the tech space took big hits. <b>Apple</b> was down 6%, while <b>Amazon.com</b> took a 7% hit. It really looked like conservative investors had nowhere to avoid the downturn in the market.</p><h2>Low volatility?</h2><p>The phenomenon was more visible in the exchange-traded fund (ETF) world. There, ETFs specifically designed to reduce volatility didn&#39;t work terribly well today. The <b>Invesco S&amp;P 500 Low Volatility ETF </b>(SPLV -3.30%) is full of defensive stocks like Procter &amp; Gamble, PepsiCo, and <b>McDonald&#39;s</b>, but it was down 3.3% on Wednesday, just barely outperforming the 4% drop in the broader S&amp;P 500. A similar fund, the <b>iShares MSCI USA Minimum Volatility Factor ETF</b>, fell 3.7%.</p><p>Until today, those ETFs had been doing a reasonably good job. The Invesco fund was down just 5% in 2022 coming into the day, while the iShares fund was down 10%. That was notably better than the S&amp;P 500&#39;s 14% decline.</p><p>Part of the problem is that investors have turned to defensive stocks so much that their valuations are often high. Costco trades at more than 30 times trailing earnings even after today&#39;s drop. Coca-Cola fetches more than 25 times earnings. Moreover, these aren&#39;t high-growth companies that are likely to produce outsized increases in bottom-line performance. They&#39;re mature businesses that will keep growing steadily, but only at a modest pace.</p><p>As Wall Street deals with ongoing investor concerns, keeping an eye on defensive areas of the market is important. If these stocks start to give up more ground than they have historically, it could bring about a new crisis of confidence among shareholders.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Defensive Stocks Are Starting to Crack</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\">\nDefensive Stocks Are Starting to Crack\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 10:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/18/defensive-stocks-are-starting-to-crack/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market saw big declines on Wednesday, wiping out Tuesday's gains and returning to close to their worst levels in more than a year. Inflationary pressures made themselves felt more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/18/defensive-stocks-are-starting-to-crack/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PG":"宝洁","PEP":"百事可乐","AAPL":"苹果","KO":"可口可乐","COST":"好市多","WMT":"沃尔玛","TGT":"塔吉特","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/05/18/defensive-stocks-are-starting-to-crack/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236743653","content_text":"The stock market saw big declines on Wednesday, wiping out Tuesday's gains and returning to close to their worst levels in more than a year. Inflationary pressures made themselves felt more prominently than ever in earnings reports from key companies, setting the stage for a decline that continued throughout the day. By the close, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite were down between 3.5% and 5%.IndexDaily Percentage ChangeDaily Point ChangeDow(3.57%)(1,165)S&P 500(4.04%)(165)Nasdaq(4.73%)(566)Data source: Yahoo! Finance.Over the past six months, high-priced tech stocks with extremely strong growth prospects took the brunt of the damage. However, this week, we've seen some stocks that have historically been more defensive in nature start to take hits. That indicates that the bear market might be entering a new phase, and although it's impossible to be sure whether it will lead to a quick rebound or continue to drive indexes lower, it's bound to add to anxiety levels for many shareholders.Playing defenseInvestors have often looked to consumer-facing companies to weather economic storms in the past, especially those that have exposure to the staples that people actually need to buy on a regular basis. A conservative strategy emphasizing these stocks has done well during past downturns, and it had also been doing reasonably well in this one.Image source: Getty Images.However, this week's results from retailers Walmart and Target have changed the narrative on defensive consumer stocks. Even big-name retailers are facing problems due to inflation, with inventories building and supply chain disruptions causing difficulties across their businesses. Moreover, as consumers return to more normal behavior and even have to cut back due to higher prices, the big gains that many of these stocks enjoyed due to pandemic-boosted financial metrics are seeing abrupt reversals.You can see this effect today even in stocks that didn't report their latest results. Elsewhere in retail, Costco Wholesale fell 12%, as investors anticipate similar weakness in future reports. Among product manufacturers, Procter & Gamble and PepsiCo were down 6%, while Coca-Cola fell 7%.Even the relatively defensive plays in the tech space took big hits. Apple was down 6%, while Amazon.com took a 7% hit. It really looked like conservative investors had nowhere to avoid the downturn in the market.Low volatility?The phenomenon was more visible in the exchange-traded fund (ETF) world. There, ETFs specifically designed to reduce volatility didn't work terribly well today. The Invesco S&P 500 Low Volatility ETF (SPLV -3.30%) is full of defensive stocks like Procter & Gamble, PepsiCo, and McDonald's, but it was down 3.3% on Wednesday, just barely outperforming the 4% drop in the broader S&P 500. A similar fund, the iShares MSCI USA Minimum Volatility Factor ETF, fell 3.7%.Until today, those ETFs had been doing a reasonably good job. The Invesco fund was down just 5% in 2022 coming into the day, while the iShares fund was down 10%. That was notably better than the S&P 500's 14% decline.Part of the problem is that investors have turned to defensive stocks so much that their valuations are often high. Costco trades at more than 30 times trailing earnings even after today's drop. Coca-Cola fetches more than 25 times earnings. Moreover, these aren't high-growth companies that are likely to produce outsized increases in bottom-line performance. They're mature businesses that will keep growing steadily, but only at a modest pace.As Wall Street deals with ongoing investor concerns, keeping an eye on defensive areas of the market is important. If these stocks start to give up more ground than they have historically, it could bring about a new crisis of confidence among shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023516625,"gmtCreate":1652929459067,"gmtModify":1676535191508,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023516625","repostId":"2236743653","repostType":4,"repost":{"id":"2236743653","kind":"highlight","pubTimestamp":1652927995,"share":"https://ttm.financial/m/news/2236743653?lang=&edition=fundamental","pubTime":"2022-05-19 10:39","market":"us","language":"en","title":"Defensive Stocks Are Starting to Crack","url":"https://stock-news.laohu8.com/highlight/detail?id=2236743653","media":"Motley Fool","summary":"A new set of stocks is taking big hits.","content":"<html><head></head><body><p>The stock market saw big declines on Wednesday, wiping out Tuesday&#39;s gains and returning to close to their worst levels in more than a year. Inflationary pressures made themselves felt more prominently than ever in earnings reports from key companies, setting the stage for a decline that continued throughout the day. By the close, the <b>Dow Jones Industrial Average</b>, <b>S&amp;P 500</b>, and <b>Nasdaq Composite</b> were down between 3.5% and 5%.</p><table><thead><tr><th><p><b>Index</b></p></th><th><p><b>Daily Percentage Change</b></p></th><th><p><b>Daily Point Change</b></p></th></tr></thead><tbody><tr><td width=\"213\"><p>Dow</p></td><td width=\"213\"><p>(3.57%)</p></td><td width=\"213\"><p>(1,165)</p></td></tr><tr><td width=\"213\"><p>S&amp;P 500</p></td><td width=\"213\"><p>(4.04%)</p></td><td width=\"213\"><p>(165)</p></td></tr><tr><td width=\"213\"><p>Nasdaq</p></td><td width=\"213\"><p>(4.73%)</p></td><td width=\"213\"><p>(566)</p></td></tr></tbody></table><p>Data source: Yahoo! Finance.</p><p>Over the past six months, high-priced tech stocks with extremely strong growth prospects took the brunt of the damage. However, this week, we&#39;ve seen some stocks that have historically been more defensive in nature start to take hits. That indicates that the bear market might be entering a new phase, and although it&#39;s impossible to be sure whether it will lead to a quick rebound or continue to drive indexes lower, it&#39;s bound to add to anxiety levels for many shareholders.</p><h2>Playing defense</h2><p>Investors have often looked to consumer-facing companies to weather economic storms in the past, especially those that have exposure to the staples that people actually <i>need </i>to buy on a regular basis. A conservative strategy emphasizing these stocks has done well during past downturns, and it had also been doing reasonably well in this one.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f3e00872acf1a1675d4a69e5f257798\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>However, this week&#39;s results from retailers <b>Walmart</b> and <b>Target</b> have changed the narrative on defensive consumer stocks. Even big-name retailers are facing problems due to inflation, with inventories building and supply chain disruptions causing difficulties across their businesses. Moreover, as consumers return to more normal behavior and even have to cut back due to higher prices, the big gains that many of these stocks enjoyed due to pandemic-boosted financial metrics are seeing abrupt reversals.</p><p>You can see this effect today even in stocks that didn&#39;t report their latest results. Elsewhere in retail, <b>Costco Wholesale</b> fell 12%, as investors anticipate similar weakness in future reports. Among product manufacturers, <b>Procter &amp; Gamble</b> and <b>PepsiCo</b> were down 6%, while <b>Coca-Cola</b> fell 7%.</p><p>Even the relatively defensive plays in the tech space took big hits. <b>Apple</b> was down 6%, while <b>Amazon.com</b> took a 7% hit. It really looked like conservative investors had nowhere to avoid the downturn in the market.</p><h2>Low volatility?</h2><p>The phenomenon was more visible in the exchange-traded fund (ETF) world. There, ETFs specifically designed to reduce volatility didn&#39;t work terribly well today. The <b>Invesco S&amp;P 500 Low Volatility ETF </b>(SPLV -3.30%) is full of defensive stocks like Procter &amp; Gamble, PepsiCo, and <b>McDonald&#39;s</b>, but it was down 3.3% on Wednesday, just barely outperforming the 4% drop in the broader S&amp;P 500. A similar fund, the <b>iShares MSCI USA Minimum Volatility Factor ETF</b>, fell 3.7%.</p><p>Until today, those ETFs had been doing a reasonably good job. The Invesco fund was down just 5% in 2022 coming into the day, while the iShares fund was down 10%. That was notably better than the S&amp;P 500&#39;s 14% decline.</p><p>Part of the problem is that investors have turned to defensive stocks so much that their valuations are often high. Costco trades at more than 30 times trailing earnings even after today&#39;s drop. Coca-Cola fetches more than 25 times earnings. Moreover, these aren&#39;t high-growth companies that are likely to produce outsized increases in bottom-line performance. They&#39;re mature businesses that will keep growing steadily, but only at a modest pace.</p><p>As Wall Street deals with ongoing investor concerns, keeping an eye on defensive areas of the market is important. If these stocks start to give up more ground than they have historically, it could bring about a new crisis of confidence among shareholders.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Defensive Stocks Are Starting to Crack</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\">\nDefensive Stocks Are Starting to Crack\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-19 10:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/18/defensive-stocks-are-starting-to-crack/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market saw big declines on Wednesday, wiping out Tuesday's gains and returning to close to their worst levels in more than a year. Inflationary pressures made themselves felt more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/18/defensive-stocks-are-starting-to-crack/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PG":"宝洁","PEP":"百事可乐","AAPL":"苹果","KO":"可口可乐","COST":"好市多","WMT":"沃尔玛","TGT":"塔吉特","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/05/18/defensive-stocks-are-starting-to-crack/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236743653","content_text":"The stock market saw big declines on Wednesday, wiping out Tuesday's gains and returning to close to their worst levels in more than a year. Inflationary pressures made themselves felt more prominently than ever in earnings reports from key companies, setting the stage for a decline that continued throughout the day. By the close, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite were down between 3.5% and 5%.IndexDaily Percentage ChangeDaily Point ChangeDow(3.57%)(1,165)S&P 500(4.04%)(165)Nasdaq(4.73%)(566)Data source: Yahoo! Finance.Over the past six months, high-priced tech stocks with extremely strong growth prospects took the brunt of the damage. However, this week, we've seen some stocks that have historically been more defensive in nature start to take hits. That indicates that the bear market might be entering a new phase, and although it's impossible to be sure whether it will lead to a quick rebound or continue to drive indexes lower, it's bound to add to anxiety levels for many shareholders.Playing defenseInvestors have often looked to consumer-facing companies to weather economic storms in the past, especially those that have exposure to the staples that people actually need to buy on a regular basis. A conservative strategy emphasizing these stocks has done well during past downturns, and it had also been doing reasonably well in this one.Image source: Getty Images.However, this week's results from retailers Walmart and Target have changed the narrative on defensive consumer stocks. Even big-name retailers are facing problems due to inflation, with inventories building and supply chain disruptions causing difficulties across their businesses. Moreover, as consumers return to more normal behavior and even have to cut back due to higher prices, the big gains that many of these stocks enjoyed due to pandemic-boosted financial metrics are seeing abrupt reversals.You can see this effect today even in stocks that didn't report their latest results. Elsewhere in retail, Costco Wholesale fell 12%, as investors anticipate similar weakness in future reports. Among product manufacturers, Procter & Gamble and PepsiCo were down 6%, while Coca-Cola fell 7%.Even the relatively defensive plays in the tech space took big hits. Apple was down 6%, while Amazon.com took a 7% hit. It really looked like conservative investors had nowhere to avoid the downturn in the market.Low volatility?The phenomenon was more visible in the exchange-traded fund (ETF) world. There, ETFs specifically designed to reduce volatility didn't work terribly well today. The Invesco S&P 500 Low Volatility ETF (SPLV -3.30%) is full of defensive stocks like Procter & Gamble, PepsiCo, and McDonald's, but it was down 3.3% on Wednesday, just barely outperforming the 4% drop in the broader S&P 500. A similar fund, the iShares MSCI USA Minimum Volatility Factor ETF, fell 3.7%.Until today, those ETFs had been doing a reasonably good job. The Invesco fund was down just 5% in 2022 coming into the day, while the iShares fund was down 10%. That was notably better than the S&P 500's 14% decline.Part of the problem is that investors have turned to defensive stocks so much that their valuations are often high. Costco trades at more than 30 times trailing earnings even after today's drop. Coca-Cola fetches more than 25 times earnings. Moreover, these aren't high-growth companies that are likely to produce outsized increases in bottom-line performance. They're mature businesses that will keep growing steadily, but only at a modest pace.As Wall Street deals with ongoing investor concerns, keeping an eye on defensive areas of the market is important. If these stocks start to give up more ground than they have historically, it could bring about a new crisis of confidence among shareholders.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023906209,"gmtCreate":1652842927201,"gmtModify":1676535173694,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023906209","repostId":"1153428621","repostType":4,"repost":{"id":"1153428621","kind":"news","pubTimestamp":1652842376,"share":"https://ttm.financial/m/news/1153428621?lang=&edition=fundamental","pubTime":"2022-05-18 10:52","market":"us","language":"en","title":"Sea Limited: Could Be Stuck Here For A While","url":"https://stock-news.laohu8.com/highlight/detail?id=1153428621","media":"seekingalpha","summary":"SummarySea Limited reported its FQ1 earnings results that beat the consensus estimates on revenue an","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Sea Limited reported its FQ1 earnings results that beat the consensus estimates on revenue and EPS. It was a relief as SE stock was battered over the past six months.</li><li>However, we are concerned over Garena&#39;s slowing growth. Furthermore, Shopee&#39;s guidance range was also widened due to inflation, and macro headwinds.</li><li>The company is also still unprofitable, even as it scales Shopee up rapidly to improve efficiencies. We think the stock is likely to move sideways in FY22.</li><li>We reiterate our Hold rating with a PT of $90, as the risk/reward profile remains challenging.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26cab61823fda76d16cfb3535ff09044\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>kokkai/iStock Unreleased via Getty Images</span></p><p><b>Investment Thesis</b></p><p>Sea Limited (NYSE:SE) reported its FQ1 earnings card to some fanfare as investors cheered its better than expected results. Sea reported revenue and EPS ahead of consensus estimates in Q1. However, the company also tempered investors&#39; expectations in its e-commercearm, Shopee, as it widened its guidance range. Notably, the company sees potential headwinds emanating from higher inflation, macro risks, and the reopening of the Southeast Asian economies.</p><p>Our analysis of the consensus estimates suggests that they have been revised downwards due to the lackluster performances from its US e-commerce peers recently. We think the beat was reassuring. But, Sea Limited is charting a new (slower growth) phase that could be challenging to execute, given the macro and micro headwinds. Therefore, we believe the stock is likely to trade within a consolidation range throughout FY22 as the market parses its execution.</p><p>Furthermore, our price action analysis indicates that the stock could still face a potential &#34;ultimate&#34; bottom test, with several layers of resistance to impede its re-rating. As a result, we reiterate our Hold rating on SE stock for now, with a price target (PT) of $90 (implied upside of 12.5% at writing).</p><p><b>Beat Consensus, But Widened Guidance Range for Shopee</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e8a7704f72e766a15a2d2733f7897f5\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Sea Limited revenue change % and Adj. EBITDA margins % consensus estimates (S&amp;P Capital IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3d6670b3d974edffc1909d983ebcd93\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Sea Limited EPS consensus estimates (S&amp;P Capital IQ)</span></p><p>Sea reported revenue of $2.9B, up 64.4% YoY (Vs. Consensus estimates of $2.86B, up 62.1% YoY). Notably, it reported a lower than expected loss on GAAP and adjusted EPS terms. Sea posted GAAP EPS of -$1.04 (Vs. consensus estimates of -$1.40) and adjusted EPS of -$0.80 (Vs. consensus estimates of -$1.22).</p><p>Although the sequential revenue growth deceleration was concerning, we were satisfied with the inflection seen in its EPS metrics. As a result, we believe that the consensus estimates (from FQ2 onwards) could be revised subsequently to reflect Sea&#39;s stronger than estimated profitability performance.</p><p>Management also remains optimistic about achieving its original guidance of adjusted EBITDA profitability in Shopee (excluding HQ costs) in its key markets in FY22. Notably, it also emphasized that it could achieve adjusted EBITDA profitability (including HQ costs) by the end of FY23. We think the commentary is constructive on its path to adjusted profitability despite slowing topline growth.</p><p><b>But, Critical Headwinds Linger On</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b6126ec41787241accfb794f54ccc8\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Garena Bookings (Company filings)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1243335c57855547c7641b796d1081bc\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Garena Adj. EBITDA share of bookings % (Company filings)</span></p><p>Its cash cow Garena continues to experience slowing growth as the economies reopen. Moreover, Sea also highlighted its growth had been impacted by its ban in India. As a result, Garena&#39;s Bookings growth slumped into negative territory, at -27% YoY in FQ1. Notably, management was reticent on whether they expected the slowdown to be structural or short-term. It asked for more time to observe the trends, given the shroud created by the reopening cadence. Sea Group CEO Forrest Li accentuated (edited):</p><blockquote>As we navigate this pace of moderation, we are focused on user base stabilization. We saw some preliminary signs that this is starting to bear fruit with the monthly user trends for Free Fire beginning to show some early signs of stabilizing towards the end of the first quarter. While these are encouraging signs, the longer-term impact of reopening around online gaming and Free Fire specifically remains to be seen, and we will continue to focus on user engagement and user base stabilization. (Sea Limited&#39;s FQ1&#39;22 earnings call)</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0fb058a98afc51f86f3275b6d83c3c6\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"/><span>Shopee GMV (Company filings)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a63c23ec808375677775cd285af8ccd1\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Shopee Adj. EBITDA per order (Company filings)</span></p><p>Therefore, with a slowing cash cow funding Shopee&#39;s growth, the market was justifiably concerned about the impact of Sea&#39;s loss-making e-commerce unit. But, management reiterated that Shopee has continued to gain operating leverage as it expands its higher-margin services in transaction-based fees and advertising. Furthermore, it also continues to gain operating efficiencies in scale even as its gross orders fell from $2B in FQ4 to $1.9B in FQ1.</p><p>As seen above, Shopee&#39;s adjusted EBITDA loss per order improved to -$0.40 in FQ1. However, we remained concerned with its e-commerce guidance as management widened its guidance range. Sea Limited&#39;s revised FY22 guidance sees Shopee posts revenue between $8.5B to $9.1B. It was revised from its previous guidance of $8.9B to $9.1B. At the midpoint of its guidance, Shopee is expected to post revenue of $8.8B (up 71% YoY), down from $9B (up 75.7% YoY).</p><p>Consequently, with slower topline growth, it could impact Shopee&#39;s ability to deliver its path to adjusted EBITDA profitability. Therefore, we urge investors to carefully monitor its progress over the next few quarters.</p><p><b>Is SE Stock a Buy, Sell, or Hold?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68e160bab52e333ab5bd2c9e405e6e1e\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>SE stock price chart (TradingView)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aeb26499ca7ab95050570f7f3f8efaf\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>SE stock NTM FCF yields % and NTM normalized P/E (TIKR)</span></p><p>SE stock still trades at negative normalized P/E and FCF yields. Therefore, investors must have high conviction over the company&#39;s ability to scale up Shopee while turning the corner in Garena. While Sea Money has made encouraging progress, we think it&#39;s not significant enough to move the needle. Garena and Shopee will continue to drive the momentum in SE stock in the near term.</p><p>In addition, our price action analysis of SE stock shows badly damaged technicals, filled with a series of astute bull traps. Furthermore, these traps are also overlaid with several critical layers of resistance that could impede SE stock&#39;s recovery momentum moving forward.</p><p>While we don&#39;t think investors should bail out of SE stock now, we don&#39;t see a well-balanced risk/reward profile now for SE stock either. Therefore, we urge investors to bide their time and wait for a consolidation phase before adding exposure.</p><p>We <i>reiterate our Hold rating on SE stock</i> with a PT of $90.</p><p></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>Sea Limited: Could Be Stuck Here For A While</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\">\nSea Limited: Could Be Stuck Here For A While\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-18 10:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512628-sea-limited-could-be-stuck-here-for-a-while><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited reported its FQ1 earnings results that beat the consensus estimates on revenue and EPS. It was a relief as SE stock was battered over the past six months.However, we are concerned ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512628-sea-limited-could-be-stuck-here-for-a-while\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4512628-sea-limited-could-be-stuck-here-for-a-while","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1153428621","content_text":"SummarySea Limited reported its FQ1 earnings results that beat the consensus estimates on revenue and EPS. It was a relief as SE stock was battered over the past six months.However, we are concerned over Garena's slowing growth. Furthermore, Shopee's guidance range was also widened due to inflation, and macro headwinds.The company is also still unprofitable, even as it scales Shopee up rapidly to improve efficiencies. We think the stock is likely to move sideways in FY22.We reiterate our Hold rating with a PT of $90, as the risk/reward profile remains challenging.kokkai/iStock Unreleased via Getty ImagesInvestment ThesisSea Limited (NYSE:SE) reported its FQ1 earnings card to some fanfare as investors cheered its better than expected results. Sea reported revenue and EPS ahead of consensus estimates in Q1. However, the company also tempered investors' expectations in its e-commercearm, Shopee, as it widened its guidance range. Notably, the company sees potential headwinds emanating from higher inflation, macro risks, and the reopening of the Southeast Asian economies.Our analysis of the consensus estimates suggests that they have been revised downwards due to the lackluster performances from its US e-commerce peers recently. We think the beat was reassuring. But, Sea Limited is charting a new (slower growth) phase that could be challenging to execute, given the macro and micro headwinds. Therefore, we believe the stock is likely to trade within a consolidation range throughout FY22 as the market parses its execution.Furthermore, our price action analysis indicates that the stock could still face a potential \"ultimate\" bottom test, with several layers of resistance to impede its re-rating. As a result, we reiterate our Hold rating on SE stock for now, with a price target (PT) of $90 (implied upside of 12.5% at writing).Beat Consensus, But Widened Guidance Range for ShopeeSea Limited revenue change % and Adj. EBITDA margins % consensus estimates (S&P Capital IQ)Sea Limited EPS consensus estimates (S&P Capital IQ)Sea reported revenue of $2.9B, up 64.4% YoY (Vs. Consensus estimates of $2.86B, up 62.1% YoY). Notably, it reported a lower than expected loss on GAAP and adjusted EPS terms. Sea posted GAAP EPS of -$1.04 (Vs. consensus estimates of -$1.40) and adjusted EPS of -$0.80 (Vs. consensus estimates of -$1.22).Although the sequential revenue growth deceleration was concerning, we were satisfied with the inflection seen in its EPS metrics. As a result, we believe that the consensus estimates (from FQ2 onwards) could be revised subsequently to reflect Sea's stronger than estimated profitability performance.Management also remains optimistic about achieving its original guidance of adjusted EBITDA profitability in Shopee (excluding HQ costs) in its key markets in FY22. Notably, it also emphasized that it could achieve adjusted EBITDA profitability (including HQ costs) by the end of FY23. We think the commentary is constructive on its path to adjusted profitability despite slowing topline growth.But, Critical Headwinds Linger OnGarena Bookings (Company filings)Garena Adj. EBITDA share of bookings % (Company filings)Its cash cow Garena continues to experience slowing growth as the economies reopen. Moreover, Sea also highlighted its growth had been impacted by its ban in India. As a result, Garena's Bookings growth slumped into negative territory, at -27% YoY in FQ1. Notably, management was reticent on whether they expected the slowdown to be structural or short-term. It asked for more time to observe the trends, given the shroud created by the reopening cadence. Sea Group CEO Forrest Li accentuated (edited):As we navigate this pace of moderation, we are focused on user base stabilization. We saw some preliminary signs that this is starting to bear fruit with the monthly user trends for Free Fire beginning to show some early signs of stabilizing towards the end of the first quarter. While these are encouraging signs, the longer-term impact of reopening around online gaming and Free Fire specifically remains to be seen, and we will continue to focus on user engagement and user base stabilization. (Sea Limited's FQ1'22 earnings call)Shopee GMV (Company filings)Shopee Adj. EBITDA per order (Company filings)Therefore, with a slowing cash cow funding Shopee's growth, the market was justifiably concerned about the impact of Sea's loss-making e-commerce unit. But, management reiterated that Shopee has continued to gain operating leverage as it expands its higher-margin services in transaction-based fees and advertising. Furthermore, it also continues to gain operating efficiencies in scale even as its gross orders fell from $2B in FQ4 to $1.9B in FQ1.As seen above, Shopee's adjusted EBITDA loss per order improved to -$0.40 in FQ1. However, we remained concerned with its e-commerce guidance as management widened its guidance range. Sea Limited's revised FY22 guidance sees Shopee posts revenue between $8.5B to $9.1B. It was revised from its previous guidance of $8.9B to $9.1B. At the midpoint of its guidance, Shopee is expected to post revenue of $8.8B (up 71% YoY), down from $9B (up 75.7% YoY).Consequently, with slower topline growth, it could impact Shopee's ability to deliver its path to adjusted EBITDA profitability. Therefore, we urge investors to carefully monitor its progress over the next few quarters.Is SE Stock a Buy, Sell, or Hold?SE stock price chart (TradingView)SE stock NTM FCF yields % and NTM normalized P/E (TIKR)SE stock still trades at negative normalized P/E and FCF yields. Therefore, investors must have high conviction over the company's ability to scale up Shopee while turning the corner in Garena. While Sea Money has made encouraging progress, we think it's not significant enough to move the needle. Garena and Shopee will continue to drive the momentum in SE stock in the near term.In addition, our price action analysis of SE stock shows badly damaged technicals, filled with a series of astute bull traps. Furthermore, these traps are also overlaid with several critical layers of resistance that could impede SE stock's recovery momentum moving forward.While we don't think investors should bail out of SE stock now, we don't see a well-balanced risk/reward profile now for SE stock either. Therefore, we urge investors to bide their time and wait for a consolidation phase before adding exposure.We reiterate our Hold rating on SE stock with a PT of $90.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023906687,"gmtCreate":1652842918849,"gmtModify":1676535173679,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023906687","repostId":"1153428621","repostType":4,"repost":{"id":"1153428621","kind":"news","pubTimestamp":1652842376,"share":"https://ttm.financial/m/news/1153428621?lang=&edition=fundamental","pubTime":"2022-05-18 10:52","market":"us","language":"en","title":"Sea Limited: Could Be Stuck Here For A While","url":"https://stock-news.laohu8.com/highlight/detail?id=1153428621","media":"seekingalpha","summary":"SummarySea Limited reported its FQ1 earnings results that beat the consensus estimates on revenue an","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Sea Limited reported its FQ1 earnings results that beat the consensus estimates on revenue and EPS. It was a relief as SE stock was battered over the past six months.</li><li>However, we are concerned over Garena&#39;s slowing growth. Furthermore, Shopee&#39;s guidance range was also widened due to inflation, and macro headwinds.</li><li>The company is also still unprofitable, even as it scales Shopee up rapidly to improve efficiencies. We think the stock is likely to move sideways in FY22.</li><li>We reiterate our Hold rating with a PT of $90, as the risk/reward profile remains challenging.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26cab61823fda76d16cfb3535ff09044\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>kokkai/iStock Unreleased via Getty Images</span></p><p><b>Investment Thesis</b></p><p>Sea Limited (NYSE:SE) reported its FQ1 earnings card to some fanfare as investors cheered its better than expected results. Sea reported revenue and EPS ahead of consensus estimates in Q1. However, the company also tempered investors&#39; expectations in its e-commercearm, Shopee, as it widened its guidance range. Notably, the company sees potential headwinds emanating from higher inflation, macro risks, and the reopening of the Southeast Asian economies.</p><p>Our analysis of the consensus estimates suggests that they have been revised downwards due to the lackluster performances from its US e-commerce peers recently. We think the beat was reassuring. But, Sea Limited is charting a new (slower growth) phase that could be challenging to execute, given the macro and micro headwinds. Therefore, we believe the stock is likely to trade within a consolidation range throughout FY22 as the market parses its execution.</p><p>Furthermore, our price action analysis indicates that the stock could still face a potential &#34;ultimate&#34; bottom test, with several layers of resistance to impede its re-rating. As a result, we reiterate our Hold rating on SE stock for now, with a price target (PT) of $90 (implied upside of 12.5% at writing).</p><p><b>Beat Consensus, But Widened Guidance Range for Shopee</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e8a7704f72e766a15a2d2733f7897f5\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Sea Limited revenue change % and Adj. EBITDA margins % consensus estimates (S&amp;P Capital IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3d6670b3d974edffc1909d983ebcd93\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Sea Limited EPS consensus estimates (S&amp;P Capital IQ)</span></p><p>Sea reported revenue of $2.9B, up 64.4% YoY (Vs. Consensus estimates of $2.86B, up 62.1% YoY). Notably, it reported a lower than expected loss on GAAP and adjusted EPS terms. Sea posted GAAP EPS of -$1.04 (Vs. consensus estimates of -$1.40) and adjusted EPS of -$0.80 (Vs. consensus estimates of -$1.22).</p><p>Although the sequential revenue growth deceleration was concerning, we were satisfied with the inflection seen in its EPS metrics. As a result, we believe that the consensus estimates (from FQ2 onwards) could be revised subsequently to reflect Sea&#39;s stronger than estimated profitability performance.</p><p>Management also remains optimistic about achieving its original guidance of adjusted EBITDA profitability in Shopee (excluding HQ costs) in its key markets in FY22. Notably, it also emphasized that it could achieve adjusted EBITDA profitability (including HQ costs) by the end of FY23. We think the commentary is constructive on its path to adjusted profitability despite slowing topline growth.</p><p><b>But, Critical Headwinds Linger On</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b6126ec41787241accfb794f54ccc8\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Garena Bookings (Company filings)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1243335c57855547c7641b796d1081bc\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Garena Adj. EBITDA share of bookings % (Company filings)</span></p><p>Its cash cow Garena continues to experience slowing growth as the economies reopen. Moreover, Sea also highlighted its growth had been impacted by its ban in India. As a result, Garena&#39;s Bookings growth slumped into negative territory, at -27% YoY in FQ1. Notably, management was reticent on whether they expected the slowdown to be structural or short-term. It asked for more time to observe the trends, given the shroud created by the reopening cadence. Sea Group CEO Forrest Li accentuated (edited):</p><blockquote>As we navigate this pace of moderation, we are focused on user base stabilization. We saw some preliminary signs that this is starting to bear fruit with the monthly user trends for Free Fire beginning to show some early signs of stabilizing towards the end of the first quarter. While these are encouraging signs, the longer-term impact of reopening around online gaming and Free Fire specifically remains to be seen, and we will continue to focus on user engagement and user base stabilization. (Sea Limited&#39;s FQ1&#39;22 earnings call)</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0fb058a98afc51f86f3275b6d83c3c6\" tg-width=\"640\" tg-height=\"398\" width=\"100%\" height=\"auto\"/><span>Shopee GMV (Company filings)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a63c23ec808375677775cd285af8ccd1\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>Shopee Adj. EBITDA per order (Company filings)</span></p><p>Therefore, with a slowing cash cow funding Shopee&#39;s growth, the market was justifiably concerned about the impact of Sea&#39;s loss-making e-commerce unit. But, management reiterated that Shopee has continued to gain operating leverage as it expands its higher-margin services in transaction-based fees and advertising. Furthermore, it also continues to gain operating efficiencies in scale even as its gross orders fell from $2B in FQ4 to $1.9B in FQ1.</p><p>As seen above, Shopee&#39;s adjusted EBITDA loss per order improved to -$0.40 in FQ1. However, we remained concerned with its e-commerce guidance as management widened its guidance range. Sea Limited&#39;s revised FY22 guidance sees Shopee posts revenue between $8.5B to $9.1B. It was revised from its previous guidance of $8.9B to $9.1B. At the midpoint of its guidance, Shopee is expected to post revenue of $8.8B (up 71% YoY), down from $9B (up 75.7% YoY).</p><p>Consequently, with slower topline growth, it could impact Shopee&#39;s ability to deliver its path to adjusted EBITDA profitability. Therefore, we urge investors to carefully monitor its progress over the next few quarters.</p><p><b>Is SE Stock a Buy, Sell, or Hold?</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68e160bab52e333ab5bd2c9e405e6e1e\" tg-width=\"640\" tg-height=\"356\" width=\"100%\" height=\"auto\"/><span>SE stock price chart (TradingView)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aeb26499ca7ab95050570f7f3f8efaf\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"/><span>SE stock NTM FCF yields % and NTM normalized P/E (TIKR)</span></p><p>SE stock still trades at negative normalized P/E and FCF yields. Therefore, investors must have high conviction over the company&#39;s ability to scale up Shopee while turning the corner in Garena. While Sea Money has made encouraging progress, we think it&#39;s not significant enough to move the needle. Garena and Shopee will continue to drive the momentum in SE stock in the near term.</p><p>In addition, our price action analysis of SE stock shows badly damaged technicals, filled with a series of astute bull traps. Furthermore, these traps are also overlaid with several critical layers of resistance that could impede SE stock&#39;s recovery momentum moving forward.</p><p>While we don&#39;t think investors should bail out of SE stock now, we don&#39;t see a well-balanced risk/reward profile now for SE stock either. Therefore, we urge investors to bide their time and wait for a consolidation phase before adding exposure.</p><p>We <i>reiterate our Hold rating on SE stock</i> with a PT of $90.</p><p></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>Sea Limited: Could Be Stuck Here For A While</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\">\nSea Limited: Could Be Stuck Here For A While\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-18 10:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4512628-sea-limited-could-be-stuck-here-for-a-while><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited reported its FQ1 earnings results that beat the consensus estimates on revenue and EPS. It was a relief as SE stock was battered over the past six months.However, we are concerned ...</p>\n\n<a href=\"https://seekingalpha.com/article/4512628-sea-limited-could-be-stuck-here-for-a-while\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4512628-sea-limited-could-be-stuck-here-for-a-while","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1153428621","content_text":"SummarySea Limited reported its FQ1 earnings results that beat the consensus estimates on revenue and EPS. It was a relief as SE stock was battered over the past six months.However, we are concerned over Garena's slowing growth. Furthermore, Shopee's guidance range was also widened due to inflation, and macro headwinds.The company is also still unprofitable, even as it scales Shopee up rapidly to improve efficiencies. We think the stock is likely to move sideways in FY22.We reiterate our Hold rating with a PT of $90, as the risk/reward profile remains challenging.kokkai/iStock Unreleased via Getty ImagesInvestment ThesisSea Limited (NYSE:SE) reported its FQ1 earnings card to some fanfare as investors cheered its better than expected results. Sea reported revenue and EPS ahead of consensus estimates in Q1. However, the company also tempered investors' expectations in its e-commercearm, Shopee, as it widened its guidance range. Notably, the company sees potential headwinds emanating from higher inflation, macro risks, and the reopening of the Southeast Asian economies.Our analysis of the consensus estimates suggests that they have been revised downwards due to the lackluster performances from its US e-commerce peers recently. We think the beat was reassuring. But, Sea Limited is charting a new (slower growth) phase that could be challenging to execute, given the macro and micro headwinds. Therefore, we believe the stock is likely to trade within a consolidation range throughout FY22 as the market parses its execution.Furthermore, our price action analysis indicates that the stock could still face a potential \"ultimate\" bottom test, with several layers of resistance to impede its re-rating. As a result, we reiterate our Hold rating on SE stock for now, with a price target (PT) of $90 (implied upside of 12.5% at writing).Beat Consensus, But Widened Guidance Range for ShopeeSea Limited revenue change % and Adj. EBITDA margins % consensus estimates (S&P Capital IQ)Sea Limited EPS consensus estimates (S&P Capital IQ)Sea reported revenue of $2.9B, up 64.4% YoY (Vs. Consensus estimates of $2.86B, up 62.1% YoY). Notably, it reported a lower than expected loss on GAAP and adjusted EPS terms. Sea posted GAAP EPS of -$1.04 (Vs. consensus estimates of -$1.40) and adjusted EPS of -$0.80 (Vs. consensus estimates of -$1.22).Although the sequential revenue growth deceleration was concerning, we were satisfied with the inflection seen in its EPS metrics. As a result, we believe that the consensus estimates (from FQ2 onwards) could be revised subsequently to reflect Sea's stronger than estimated profitability performance.Management also remains optimistic about achieving its original guidance of adjusted EBITDA profitability in Shopee (excluding HQ costs) in its key markets in FY22. Notably, it also emphasized that it could achieve adjusted EBITDA profitability (including HQ costs) by the end of FY23. We think the commentary is constructive on its path to adjusted profitability despite slowing topline growth.But, Critical Headwinds Linger OnGarena Bookings (Company filings)Garena Adj. EBITDA share of bookings % (Company filings)Its cash cow Garena continues to experience slowing growth as the economies reopen. Moreover, Sea also highlighted its growth had been impacted by its ban in India. As a result, Garena's Bookings growth slumped into negative territory, at -27% YoY in FQ1. Notably, management was reticent on whether they expected the slowdown to be structural or short-term. It asked for more time to observe the trends, given the shroud created by the reopening cadence. Sea Group CEO Forrest Li accentuated (edited):As we navigate this pace of moderation, we are focused on user base stabilization. We saw some preliminary signs that this is starting to bear fruit with the monthly user trends for Free Fire beginning to show some early signs of stabilizing towards the end of the first quarter. While these are encouraging signs, the longer-term impact of reopening around online gaming and Free Fire specifically remains to be seen, and we will continue to focus on user engagement and user base stabilization. (Sea Limited's FQ1'22 earnings call)Shopee GMV (Company filings)Shopee Adj. EBITDA per order (Company filings)Therefore, with a slowing cash cow funding Shopee's growth, the market was justifiably concerned about the impact of Sea's loss-making e-commerce unit. But, management reiterated that Shopee has continued to gain operating leverage as it expands its higher-margin services in transaction-based fees and advertising. Furthermore, it also continues to gain operating efficiencies in scale even as its gross orders fell from $2B in FQ4 to $1.9B in FQ1.As seen above, Shopee's adjusted EBITDA loss per order improved to -$0.40 in FQ1. However, we remained concerned with its e-commerce guidance as management widened its guidance range. Sea Limited's revised FY22 guidance sees Shopee posts revenue between $8.5B to $9.1B. It was revised from its previous guidance of $8.9B to $9.1B. At the midpoint of its guidance, Shopee is expected to post revenue of $8.8B (up 71% YoY), down from $9B (up 75.7% YoY).Consequently, with slower topline growth, it could impact Shopee's ability to deliver its path to adjusted EBITDA profitability. Therefore, we urge investors to carefully monitor its progress over the next few quarters.Is SE Stock a Buy, Sell, or Hold?SE stock price chart (TradingView)SE stock NTM FCF yields % and NTM normalized P/E (TIKR)SE stock still trades at negative normalized P/E and FCF yields. Therefore, investors must have high conviction over the company's ability to scale up Shopee while turning the corner in Garena. While Sea Money has made encouraging progress, we think it's not significant enough to move the needle. Garena and Shopee will continue to drive the momentum in SE stock in the near term.In addition, our price action analysis of SE stock shows badly damaged technicals, filled with a series of astute bull traps. Furthermore, these traps are also overlaid with several critical layers of resistance that could impede SE stock's recovery momentum moving forward.While we don't think investors should bail out of SE stock now, we don't see a well-balanced risk/reward profile now for SE stock either. Therefore, we urge investors to bide their time and wait for a consolidation phase before adding exposure.We reiterate our Hold rating on SE stock with a PT of $90.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020591232,"gmtCreate":1652663541526,"gmtModify":1676535135328,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3586601875451537","authorIdStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020591232","repostId":"1105686192","repostType":4,"repost":{"id":"1105686192","kind":"news","pubTimestamp":1652656053,"share":"https://ttm.financial/m/news/1105686192?lang=&edition=fundamental","pubTime":"2022-05-16 07:07","market":"us","language":"en","title":"Retail Sales, Walmart Earnings, More Fedspeak: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1105686192","media":"yahoo finance","summary":"The retail sector will be in focus this week after a string of wild trading sessions on Wall Street.","content":"<html><head></head><body><p>The retail sector will be in focus this week after a string of wild trading sessions on Wall Street. Quarterly financials from megastore Walmart (WMT) and other consumer giants are in the queue, in addition to April’s retail sales report scheduled for release Tuesday.</p><p>Investors will tune in for additional remarks from Federal Reserve officials, including Chair Jerome Powell in the week ahead, as inflation continues to run hot across the U.S. economy.</p><p>Friday capped the sixth straight down week for U.S. equities following a vicious streak of selling. Renewed concerns over consistent elevated price levels, and the prospect of an economic slowdown, stirred up further turbulence in markets. The major indexesrallied to turn positive in the last session, but remained near 2022 lows after the S&amp;P 500 fell below 4,000 hovering near bear market territory for much of the week.</p><p>It was defined as a close of at least 20% from a recent record high.</p><p>“The question remains as to whether this rally signifies the end of the selling,” LPL Financial Chief Equity Strategist Quincy Krosby said in a note, adding analysts will be watching 200-day moving averages and whether resistance levels are pierced. “Moreover, although price action is key, volume to the upside would suggest buyer interest at these levels.”</p><p>“Given the history of bear markets, coupled with the fact that the Fed has just begun its rate hike cycle and would like to see financial conditions continue to tighten so that demand pulls back further, this rally will most likely weaken,” Krosby added.</p><h2>Inflation and Fedspeak</h2><p>Sharp gyrations across major indexes coincided with two key inflation reports last week. Concerns were aroused among market participants regarding possibility that surging price levels have shifted from being “transitory” to becoming “entrenched” in the U.S. economy.</p><p>The Producer Price Index (PPI) out Thursday showed an 11% year-over-year rise in wholesale prices last month, with the rate leveling only marginally from March&#39;s all-time high rate of 11.5%, while Wednesday’sConsumer Price Index (CPI) reflected another red-hot readingof 8.3% year-over-year.</p><p>&#34;The markets have been volatile but we haven’t reached the bottom yet,” Bruderman Asset Management equity analystAkshata Bailkeri told Yahoo Finance. “The Federal Reserve has already indicated that they have flexibility in dealing with inflation numbers as they come in.&#34;</p><p>The market digested a flurry of remarks from Fed officials in response to the latest inflationary snapshots out of Washington last week. In anexclusive interview with Yahoo Finance LiveWednesday, Federal Reserve Bank of St. Louis President James Bullard said high readings concern central bank policy makers and reinforce the need for higher interest rates.</p><p>“Inflation is broader and more persistent than many have thought and the Fed will have to act in order to keep inflation under control and we’ve got a plan in place,” Bullard said in the interview.</p><p>Last week,Atlanta Fed President Raphael BosticandCleveland Fed President Loretta Mesterboth told Yahoo Finance that 0.50% moves were their baseline expectations through at least the June and July meetings, and signaled a hike of 0.75% was on the table.</p><p>Investors will have more Fedspeak to mull in the coming days, with Fed chief Jerome Powell set to give remarks at a conference hosted by the Wall Street Journal Tuesday afternoon, Speaking engagements from other central bank officials is slated to take place through Friday.</p><p><img src=\"https://static.tigerbbs.com/0456ec243a792682e6a65685cd44ab40\" tg-width=\"705\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>“The inconvenient truth is the Fed is going to need to raise rates more quickly and to a higher level than many were hoping,” Independent Advisor Alliance Chief Investment Officer Chris Zaccarelli said recently in an emailed note. “There will be at least four 50 bps rate hikes this year and not three or less and we will continue to be cautious with risk assets.”</p><h2>Retail in focus</h2><p>On the earnings front, a bevy of quarterly reports from retail heavyweights are likely to offer insight on the state of U.S. inflation and how consumers are coping with rising prices.</p><p>Walmart, the biggest retailer in the U.S., is scheduled to release results before the market opens Tuesday. The company is expected to post adjusted earnings of $1.48 per share on revenue of $139.23 billion, a drop of 12% for its adjusted EPS with revenue up 1% from the same period last year, according to Bloomberg consensus estimates.</p><p>The mega retailer expects full-year net sales growth of about 3% and same-store sales of above 3% excluding fuel. Operating income growth of about 3% is expected, while e-commerce growth is expected to come in muted at about 1.9%, compared to 37% growth last year with more consumers shopping in physical stores amid a return to in-person activities.</p><p>The seven largest stocks in the S&amp;P 500 as of the index’s all-time high on January 3 lost a combined $3.2 trillion in market cap since that date, according to data from Bespoke Investment Group. While most have seen big declines, Walmart has been one of few gainers – up 2.35% year-to-date as of Friday’s close.</p><p><img src=\"https://static.tigerbbs.com/7faad2aa85754070dfb7cfe669331f1f\" tg-width=\"705\" tg-height=\"506\" referrerpolicy=\"no-referrer\"/></p><p>Financials from other big retail names including Home Depot (HD), Target (TGT), Lowe&#39;s (LOW) and Macy&#39;s (M) are also on the calendar.</p><p>Elsewhere in a busy week for retail numbers, the Commerce Department’s monthly retail sales report for April set for release Tuesday is expected to show retail sales likely increased 1.0% last month compared to 0.5% in March, with the headline number excluding autos estimated to come in up 0.4%, compared to 1.1 during the prior month, per Bloomberg consensus data.</p><p>“There was a big sequential contraction in gas spending as prices leveled off from record high levels in March, which weighed down headline and excluding-auto measures,” Bank of America analysts wrote in a recent note. “Netting out auto, gas, building materials and restaurants, core control sales should jump by solidly, suggesting continued strength in goods spending.”</p><p>—</p><p><b>Economic calendar</b></p><p><img src=\"https://static.tigerbbs.com/5f6da3bf89bcf7766190b2df9db68d25\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/></p><p><b>Monday:</b>Empire Manufacturing, May (15.0 expected, 24.6 during prior month), Net Long-Term TIC Outflows, March ($141.7 billion during prior month), Total Net TIC Outflows, March (162.6 billion during prior month)</p><p><b>Tuesday:</b>Retail Sales Advance, month-over-month, April (1.0% expected, 0.5% during prior month, upwardly revised to 0.7%), Retail Sales excluding autos, month-over-month, April (0.4% expected, 1.1% during prior month, upwardly revised 1.4%), Retail Sales excluding autos and gas, month-over-month, April (0.7% expected, 0.2% during prior month, upwardly revised to 0.7%), Retail Sales Control Group, April (0.8% expected, -0.1% during prior month, upwardly revised to 0.7%), Industrial Production, month-over-month, April (0.5% expected, 0.9% during prior month), Capacity Utilization, April (78.5% expected, 78.3% during prior month), Manufacturing (SIC) Production, April (0.4% expected, 0.9% during prior month), Business Inventories, March (1.9% expected, 1.5% during prior month), NAHB Housing Market Index, May (75 expected, 77 during prior month)</p><p><b>Wednesday:</b>MBA Mortgage Applications, week ended May 13 (2.0% during prior week), Housing starts, April (1.760 million expected, 1.793 million during prior month), Housing starts, month-over-month, April (-1.8% expected, 0.3% during prior month), Building permits, April (1.812 million expected, 1.873 million during prior month, downwardly revised to 1.870 million), Building permits, month-over-month, April (-3.1% expected, 0.4% during prior month, downwardly revised to 0.3%)</p><p><b>Thursday:</b>Philadelphia Fed Business Outlook Index, May (16.5 expected, 17.6 during prior month), Initial jobless claims, week ended May 14 (200,000 expected, 203,000 during prior week), Continuing claims, week ended May 7 (1.330 million expected, 1.343 during prior week),</p><p>Existing Home Sales, April (5.63 million expected, 5.77 million during prior month), Existing Home Sales, month-over-month, April (-2.5% expected, -2.7% during prior month), Leading Index, April (0.0% expected, 0.3% in during prior month)</p><p><b>Friday:</b>No notable reports scheduled for release</p><p>—</p><p><b>Earnings calendar</b></p><p><b>Monday</b></p><p>Before market open: Warby Parker (WRBY), Weber (WEBR), Ryanair (RYAAY), AngloGold (AU)</p><p>After market close: Take-Two Interactive (TTWO)</p><p><b>Tuesday</b></p><p>Before market open: Walmart (WMT) at 7:00 a.m. ET, Home Depot (HD), JD.com (JD), Vodafone (VOD), Trip.com (TCOM)</p><p>After market close:<i>No notable reports scheduled for release</i></p><p><b>Wednesday</b></p><p>Before market open: Analog Devices (ADI) at 7:00 a.m. ET, TJ at 9:30 a.m. ET Maxx (TJX), Lowe’s (LOW), Target (TGT)</p><p>After market close: Cisco (CSCO), Bath &amp; Body Works (BBWI)</p><p><b>Thursday</b></p><p>Before market open: BJ’s Wholesale Club (BJ), Kohl’s (KSS), Eagle Materials (EXP)</p><p>After market close: Ross Stores (ROST) at 4:00 p.m. ET, Palo Alto Networks (PANW), VF Corp (VFC) at 4:05 p.m. ET</p><p><b>Friday</b></p><p>Before market open: Deere (DE), Foot Locker (FL)</p><p>After market close:<i>No notable reports scheduled for release</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Retail Sales, Walmart Earnings, More Fedspeak: What to Know This Week</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\">\nRetail Sales, Walmart Earnings, More Fedspeak: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/retail-sales-walmart-earnings-more-fedspeak-what-to-know-this-week-160016668.html><strong>yahoo finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The retail sector will be in focus this week after a string of wild trading sessions on Wall Street. Quarterly financials from megastore Walmart (WMT) and other consumer giants are in the queue, in ...</p>\n\n<a href=\"https://finance.yahoo.com/news/retail-sales-walmart-earnings-more-fedspeak-what-to-know-this-week-160016668.html\">Web Link</a>\n\n</div>\n\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":"https://finance.yahoo.com/news/retail-sales-walmart-earnings-more-fedspeak-what-to-know-this-week-160016668.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105686192","content_text":"The retail sector will be in focus this week after a string of wild trading sessions on Wall Street. Quarterly financials from megastore Walmart (WMT) and other consumer giants are in the queue, in addition to April’s retail sales report scheduled for release Tuesday.Investors will tune in for additional remarks from Federal Reserve officials, including Chair Jerome Powell in the week ahead, as inflation continues to run hot across the U.S. economy.Friday capped the sixth straight down week for U.S. equities following a vicious streak of selling. Renewed concerns over consistent elevated price levels, and the prospect of an economic slowdown, stirred up further turbulence in markets. The major indexesrallied to turn positive in the last session, but remained near 2022 lows after the S&P 500 fell below 4,000 hovering near bear market territory for much of the week.It was defined as a close of at least 20% from a recent record high.“The question remains as to whether this rally signifies the end of the selling,” LPL Financial Chief Equity Strategist Quincy Krosby said in a note, adding analysts will be watching 200-day moving averages and whether resistance levels are pierced. “Moreover, although price action is key, volume to the upside would suggest buyer interest at these levels.”“Given the history of bear markets, coupled with the fact that the Fed has just begun its rate hike cycle and would like to see financial conditions continue to tighten so that demand pulls back further, this rally will most likely weaken,” Krosby added.Inflation and FedspeakSharp gyrations across major indexes coincided with two key inflation reports last week. Concerns were aroused among market participants regarding possibility that surging price levels have shifted from being “transitory” to becoming “entrenched” in the U.S. economy.The Producer Price Index (PPI) out Thursday showed an 11% year-over-year rise in wholesale prices last month, with the rate leveling only marginally from March's all-time high rate of 11.5%, while Wednesday’sConsumer Price Index (CPI) reflected another red-hot readingof 8.3% year-over-year.\"The markets have been volatile but we haven’t reached the bottom yet,” Bruderman Asset Management equity analystAkshata Bailkeri told Yahoo Finance. “The Federal Reserve has already indicated that they have flexibility in dealing with inflation numbers as they come in.\"The market digested a flurry of remarks from Fed officials in response to the latest inflationary snapshots out of Washington last week. In anexclusive interview with Yahoo Finance LiveWednesday, Federal Reserve Bank of St. Louis President James Bullard said high readings concern central bank policy makers and reinforce the need for higher interest rates.“Inflation is broader and more persistent than many have thought and the Fed will have to act in order to keep inflation under control and we’ve got a plan in place,” Bullard said in the interview.Last week,Atlanta Fed President Raphael BosticandCleveland Fed President Loretta Mesterboth told Yahoo Finance that 0.50% moves were their baseline expectations through at least the June and July meetings, and signaled a hike of 0.75% was on the table.Investors will have more Fedspeak to mull in the coming days, with Fed chief Jerome Powell set to give remarks at a conference hosted by the Wall Street Journal Tuesday afternoon, Speaking engagements from other central bank officials is slated to take place through Friday.“The inconvenient truth is the Fed is going to need to raise rates more quickly and to a higher level than many were hoping,” Independent Advisor Alliance Chief Investment Officer Chris Zaccarelli said recently in an emailed note. “There will be at least four 50 bps rate hikes this year and not three or less and we will continue to be cautious with risk assets.”Retail in focusOn the earnings front, a bevy of quarterly reports from retail heavyweights are likely to offer insight on the state of U.S. inflation and how consumers are coping with rising prices.Walmart, the biggest retailer in the U.S., is scheduled to release results before the market opens Tuesday. The company is expected to post adjusted earnings of $1.48 per share on revenue of $139.23 billion, a drop of 12% for its adjusted EPS with revenue up 1% from the same period last year, according to Bloomberg consensus estimates.The mega retailer expects full-year net sales growth of about 3% and same-store sales of above 3% excluding fuel. Operating income growth of about 3% is expected, while e-commerce growth is expected to come in muted at about 1.9%, compared to 37% growth last year with more consumers shopping in physical stores amid a return to in-person activities.The seven largest stocks in the S&P 500 as of the index’s all-time high on January 3 lost a combined $3.2 trillion in market cap since that date, according to data from Bespoke Investment Group. While most have seen big declines, Walmart has been one of few gainers – up 2.35% year-to-date as of Friday’s close.Financials from other big retail names including Home Depot (HD), Target (TGT), Lowe's (LOW) and Macy's (M) are also on the calendar.Elsewhere in a busy week for retail numbers, the Commerce Department’s monthly retail sales report for April set for release Tuesday is expected to show retail sales likely increased 1.0% last month compared to 0.5% in March, with the headline number excluding autos estimated to come in up 0.4%, compared to 1.1 during the prior month, per Bloomberg consensus data.“There was a big sequential contraction in gas spending as prices leveled off from record high levels in March, which weighed down headline and excluding-auto measures,” Bank of America analysts wrote in a recent note. “Netting out auto, gas, building materials and restaurants, core control sales should jump by solidly, suggesting continued strength in goods spending.”—Economic calendarMonday:Empire Manufacturing, May (15.0 expected, 24.6 during prior month), Net Long-Term TIC Outflows, March ($141.7 billion during prior month), Total Net TIC Outflows, March (162.6 billion during prior month)Tuesday:Retail Sales Advance, month-over-month, April (1.0% expected, 0.5% during prior month, upwardly revised to 0.7%), Retail Sales excluding autos, month-over-month, April (0.4% expected, 1.1% during prior month, upwardly revised 1.4%), Retail Sales excluding autos and gas, month-over-month, April (0.7% expected, 0.2% during prior month, upwardly revised to 0.7%), Retail Sales Control Group, April (0.8% expected, -0.1% during prior month, upwardly revised to 0.7%), Industrial Production, month-over-month, April (0.5% expected, 0.9% during prior month), Capacity Utilization, April (78.5% expected, 78.3% during prior month), Manufacturing (SIC) Production, April (0.4% expected, 0.9% during prior month), Business Inventories, March (1.9% expected, 1.5% during prior month), NAHB Housing Market Index, May (75 expected, 77 during prior month)Wednesday:MBA Mortgage Applications, week ended May 13 (2.0% during prior week), Housing starts, April (1.760 million expected, 1.793 million during prior month), Housing starts, month-over-month, April (-1.8% expected, 0.3% during prior month), Building permits, April (1.812 million expected, 1.873 million during prior month, downwardly revised to 1.870 million), Building permits, month-over-month, April (-3.1% expected, 0.4% during prior month, downwardly revised to 0.3%)Thursday:Philadelphia Fed Business Outlook Index, May (16.5 expected, 17.6 during prior month), Initial jobless claims, week ended May 14 (200,000 expected, 203,000 during prior week), Continuing claims, week ended May 7 (1.330 million expected, 1.343 during prior week),Existing Home Sales, April (5.63 million expected, 5.77 million during prior month), Existing Home Sales, month-over-month, April (-2.5% expected, -2.7% during prior month), Leading Index, April (0.0% expected, 0.3% in during prior month)Friday:No notable reports scheduled for release—Earnings calendarMondayBefore market open: Warby Parker (WRBY), Weber (WEBR), Ryanair (RYAAY), AngloGold (AU)After market close: Take-Two Interactive (TTWO)TuesdayBefore market open: Walmart (WMT) at 7:00 a.m. ET, Home Depot (HD), JD.com (JD), Vodafone (VOD), Trip.com (TCOM)After market close:No notable reports scheduled for releaseWednesdayBefore market open: Analog Devices (ADI) at 7:00 a.m. ET, TJ at 9:30 a.m. ET Maxx (TJX), Lowe’s (LOW), Target (TGT)After market close: Cisco (CSCO), Bath & Body Works (BBWI)ThursdayBefore market open: BJ’s Wholesale Club (BJ), Kohl’s (KSS), Eagle Materials (EXP)After market close: Ross Stores (ROST) at 4:00 p.m. ET, Palo Alto Networks (PANW), VF Corp (VFC) at 4:05 p.m. ETFridayBefore market open: Deere (DE), Foot Locker (FL)After market close:No notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":151341657,"gmtCreate":1625065246579,"gmtModify":1703735350718,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>All the paper hands are shaking","listText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, Inc.(XELA)$</a>All the paper hands are shaking","text":"$Exela Technologies, Inc.(XELA)$All the paper hands are shaking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/151341657","isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573460795152662","authorId":"3573460795152662","name":"Timtan85","avatar":"https://static.tigerbbs.com/5ac241a703d94ceba483abb0655d0b6b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573460795152662","idStr":"3573460795152662"},"content":"Relax can see $7 Soon","text":"Relax can see $7 Soon","html":"Relax can see $7 Soon"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084675865,"gmtCreate":1650863242741,"gmtModify":1676534805743,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084675865","repostId":"1124996515","repostType":4,"repost":{"id":"1124996515","kind":"news","pubTimestamp":1650841212,"share":"https://ttm.financial/m/news/1124996515?lang=&edition=fundamental","pubTime":"2022-04-25 07:00","market":"us","language":"en","title":"Big Tech Earnings, PCE Inflation: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1124996515","media":"Yahoo Finance","summary":"Wall Street heads into a busy week Monday with earnings results from mega-cap tech giants and the la","content":"<html><head></head><body><p>Wall Street heads into a busy week Monday with earnings results from mega-cap tech giants and the latest inflation printout of Washington in the queue.</p><p>The S&amp;P 500’s most heavily-weighted components – <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a>, Facebook parent company <a href=\"https://laohu8.com/S/FB\">Meta</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> – are among 180 companies scheduled to report first-quarter earnings figures through Friday.</p><p><img src=\"https://static.tigerbbs.com/f87618df9ecb4f56eef84078aa70fb6d\" tg-width=\"1800\" tg-height=\"1430\" width=\"100%\" height=\"auto\"/></p><p>Traders will also get a fresh read on the personal expenditures index (the Federal Reserve’s most closely-monitored inflation print) Friday, just as market expectations for a more aggressive, faster rate hike cycle rise.</p><p>One-fifth of companies in the S&amp;P 500 have reported results for the first quarter so far, with 79% reflecting an earnings beat for the period – above the five-year average of 77%, according to the latest data from FactSet. The magnitude of the upside surprise, however, is below the five-year average: 8.1%, compared to 8.9%.</p><p>“The lower earnings growth rate for Q1 2022 relative to recent quarters can be attributed to both a difficult comparison to unusually high earnings growth in Q1 2021 and continuing macroeconomic headwind,” FactSet Senior Earnings Analyst John Butters said in a note.</p><p>For a third straight week, U.S. equity markets finished lower as the war in Ukraine and renewed worries about inflation weighed on investor sentiment. A steep sell-off late last week that intensified on Friday was spurred by remarks from Fed Chair Jerome Powell at a panel hosted by the International Monetary Fund signaling a 50-basis point rate increase was “on the table” for May 4, when the U.S. central bank holds its next policy-setting meeting.</p><p>“The combination of Jerome Powell’s comments and some disappointing earnings news was too much for investors to handle heading into the weekend,” Comerica Wealth Management Chief Investment Officer John Lynch said in emailed commentary. “Moreover, market-based breakeven inflation expectations are climbing, providing a more powerful statement on the potential for persistent pricing pressures than headlines have been suggesting.”</p><p>With inflation running at its fastest rate in decades, Federal Reserve officials have been changing their tune on how aggressively the central bank will act to rein in soaring prices.</p><p>“The challenge that we’re dealing with is that inflation expectations keep going up,” Invesco Global Market Strategist Brian Levitt told Yahoo Finance Live on Friday. “The Fed has to move.”</p><p>One of the policymakers who has signaled the likelihood officials will take a more combative approach is San Francisco Fed President Mary Daly, who told Yahoo Finance’s Brian Cheung in a sit-down interview Thursday that she will support raising the target federal funds rate by 0.50% at the conclusion of the next policy-setting meeting next month. The Fed has not moved to raise interest rates in increments larger than 0.25% since 2000.</p><p>&#34;I like to think of it as expeditiously marching towards neutral,” Daly said. “It&#39;s clear the economy doesn&#39;t need the accommodation we&#39;re providing.”</p><p>The swift shift in monetary policy has rattled equity markets, pounding market-leading technology and growth stocks the hardest amid worries higher rates will put a dent in valuations and future cash flows. Given the beating this sector has beared, this week’s earnings lineup will be particularly consequential for investors.</p><p>First on the docket are Microsoft and Alphabet, with results due out after the bell on Tuesday. Microsoft’s earnings picture appears positive among analysts, who are projecting a consensus EPS estimate of $2.19, according to Bloomberg data.</p><p>In the prior reporting period, the tech behemoth topped forecasts at $2.48 versus $2.31 expected by analysts. Stock watchers will keep a close eye on how the war has impacted the company’s all-important cloud-computing business.</p><p>“During calls with numerous partners across the Microsoft and broader software ecosystem, we have not noted any war prompted spending slowdown across Europe more broadly,” Bank of America said in a recent note, though adding it has lowered revenue expectations to account for any potential geopolitical impact.</p><p>Analysts surveyed by Bloomberg expect Alphabet to report EPS of $25.74. Last quarter, the Google parent company beat analysts&#39; expectations across the board and reported a revenue jump of 34% year-over-year.</p><p>“Google parent, Alphabet, is an advertising powerhouse, and despite the other projects and divisions, this won’t have changed,” Sophie Lund-Yates, an equity analyst at Hargreaves Lansdown said in a note. “Ad revenues are slated to rise close to 23% in the first quarter, and any disappointment on that front won’t be well received,”</p><p>“An inflationary environment means companies are likely to be looking to save on costs, and digital advertising is cheaper than TV ads or billboards, so this may well be acting as a tailwind,” she added. “Apart from this, watching out for progress on Cloud profitability is key. This is an exciting growth driver, and progress should be showing.”</p><p>Facebook parent company Meta is expected to show another challenging quarter when it reports Wednesday. This comes after the company experienced the biggest single-day wipeout in market history, erasing a record $230 in market value following a report of its first-ever drop in daily user numbers in February. Analysts are looking for EPS to come in at $2.59, per Bloomberg data.</p><p>When iPhone titan Apple releases its results on Thursday, investors will be focused on how the company has fared amid a backdrop of supply chain disruptions – particularly with the latest wave of COVID lockdowns in China. Bloomberg analysts are looking EPS of $1.42.</p><p>“Heading into the quarter, we see some near-term risk from COVID-related shutdowns in China and lower App Store sales,” BofA analysts said in a recent research note. “However, we continue to view Apple as a long-term winner and believe shares have more room to rerate higher as we see significant catalysts including the opportunity to better monetize its installed base, advertising related revenue growth, opportunity in augmented/virtual Reality and long-term growth in services.”</p><p>Rounding out a tech-heavy earnings week will be Amazon, which posts first quarter results along with Apple Thursday after market close, with the Bloomberg consensus EPS estimate at $8.37.</p><p>Analysts at Bank of America in a recent note said Amazon remains the financial institution&#39;s top FANG stock for 2022 on the strength of its cloud business AWS and opportunity to improve margins from trailing 12-month lows, also reiterating its Buy rating on the stock.</p><p>On the economic data front, the Bureau of Economic Analysis is scheduled to release a fresh read on its monthly personal consumption expenditures (PCE) index on Friday. The measure is another gauge of how quickly prices are increasing across the country. Consensus economists expect the PCE to post another monthly climb of 0.9% in March, according to Bloomberg data,</p><p>This would mark the 16th consecutive monthly increase and bring the index up by 6.7% on a year-over-year basis.</p><p>“Supply chain pressures and labor tightness will keep inflation elevated in the near term, while policy normalization and some reversal of spikes cools things off over time,” economists at bank of America said.</p><p><b>Economic calendar</b></p><p>Monday: Chicago Fed National Activity Index, March (0.45 expected, 0.51 during prior month), Dallas Fed Manufacturing Activity, April (4.8 expected, 8.7 during prior month)</p><p>Tuesday: Durable Goods Orders, March preliminary (1.0% expected, -2.1% during prior month), Durable Goods Orders Excluding Transportation, March preliminary (0.6% expected, -0.6% during prior month), Capital Goods Orders Nondefense Excluding Aircrafts, March preliminary (0.4% expected, -0.2% during prior month), Capital Goods Shipments Nondefense Excluding Aircrafts, March preliminary (0.5% expected, 0.3% during prior month), FHFA House Pricing Index, month-over-month, February (1.5% expected, 1.6% during prior month), S&amp;P CoreLogic Case-Shiller 20-City Composite, month-over-month, February (1.50% expected, 1.79% during prior month), S&amp;P CoreLogic Case-Shiller 20-City Composite, year-over-year, February (19.20% expected, 19.10% during prior month), S&amp;P CoreLogic Case-Shiller U.S. National Home Price Index, year-over-year, February (19.17% during prior month), Conference Board Consumer Confidence, April (108.5 expected, 107.2 during prior month), Conference Board Present Situation, April (153.0 during prior month), Conference Board Expectations, April (76.6 during prior read), Richmond Fed Manufacturing Index, April (8 expected, 13 during prior month), New home sales, March (770,000 expected, 772,000 during prior month), New home sales, month-over-month, March (-0.3% expected, -2.0% during prior month)</p><p>Wednesday: MBA Mortgage Applications, week ended April 22 (-5.0% during prior week), Advance Goods Trade Balance, March (-$105.0 billion expected, -$106.6 billion during the prior month, revised to $106.3 billion), Wholesale Inventories, month-over-month, March preliminary (1.5% expected, 2.5% during previous month), Retail Inventories, month-over-month, March (1.6% expected, 1.1% during prior month), Pending Home Sales, month-over-month, March (-1.0% expected, -4.1% during prior month), Pending Home Sales NSA, year-over-year, March (-5.4% during prior month)</p><p>Thursday: GDP Annualized, quarter-over-quarter, Q1 advance (1.0% expected, 6.9% prior), Personal Consumption, quarter-over-quarter, Q1 advance (3.4% expected, 2.5% prior), GDP Price Index, quarter-over-quarter, Q1 advance (7.2% expected, 7.1% prior), Core PCE, quarter-over-quarter, Q1 advance (5.6% expected, 5.0% prior), Initial Jobless Claims, week ended April 23 (180,000 expected, 184,000 during prior week), Continuing Claims, week ended April 16 (1.393 million expected, 1.417 million during prior week), Kansas City Fed Manufacturing Index, April (35 expected, 37 during prior month)</p><p>Friday: Employment Cost Index, 1Q (1.1% expected, 1.1% prior), Personal Income, month-over-month, March (0.4% expected, 0.5% during prior month), Personal Spending, month-over-month, March (0.6% expected, 0.2% during prior month), Real Personal Spending, month-over-month, March (0.1% expected, -0.4% during prior month), PCE deflator, month-over-month, March (0.9% expected, 0.6% during prior month), PCE deflator, year-over-year, March (6.7% expected, 6.4% during prior month), PCE core deflator, month-over-month, March (0.3% expected, 0.54% during prior month), PCE core deflator, year-over-year, March (5.3% expected, 5.4% during prior month), MNI Chicago PMI, April (62.0 expected, 62.9 during prior month), University of Michigan Consumer Sentiment, April final (65.7 expected, 65.7 prior), U. of Mich. Current Conditions, April final (68.1 prior), U. of Mich. Expectations, April final (64.1 prior), U. of Mich. 1 Year Inflation, April final (5.5% expected, 5.4% prior), U. of Mich. 5-10 year Inflation, April final (3.0% during prior month)</p><p><b>Earnings calendar</b></p><p><b>Monday</b></p><p>Before market open: Activision-Blizzard (ATVI) at 7:30 a.m. ET, Coca-Cola (KO), Otis (OTIS)</p><p>After market close: Whirlpool (WHR) at 4:05 p.m. ET</p><p><b>Tuesday</b></p><p>Before market open: Warner Bros. Discovery (WBD) at 7:00 a.m. ET, UPS (UPS), PepsiCo (PEP), General Electric (GE), Centene (CNC)</p><p>After market close: Alphabet (GOOG, GOOGL), Microsoft (MSFT), General Motors at 4:00 p.m. ET (GM), Chipotle (CMG) at 4:10 p.m. ET, Visa (V), Capital One (COF) at 4:05 p.m. ET</p><p><b>Wednesday</b></p><p>Before market open: Humana (HUM) at 6:30 a.m. ET, T-Mobile US (TMUS) at 7:30 a.m. ET, Boeing (BA), Kraft Heinz (KHC), Amgen (AMGN)</p><p>After market close: Ford Motor (F) at 4:05 p.m. ET, Meta Platforms (FB), Qualcomm (QCOM)</p><p><b>Thursday</b></p><p>Before market open: Caterpillar (CAT) at 6:30 a.m. ET, Altria (MO) at 7:00 a.m. ET, Twitter (TWTR), Comcast (CMCSA), Merck (MRK), Northrop Grumman (NOC), Domino&#39;s Pizza (DPZ), Keurig Dr. Pepper (KDP)</p><p>After market close: Amazon (AMZN), Apple (AAPL), Intel (INTC), PayPal (PYPL), Robinhood (HOOD)</p><p>Friday</p><p>Before market open: Bloomin’ Brands (BLMN) at 7:00 a.m. ET, Honywell (HON), AbbVie (ABBV), Bristol-Myers Squibb Company (BMY), Exxon Mobil (XOM), Chevron (CVX), Colgate-Palmolive Company (CL), Phillips 66 (PSX)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nBig Tech Earnings, PCE Inflation: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-25 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/big-tech-earnings-pce-inflation-what-to-know-this-week-181023993.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street heads into a busy week Monday with earnings results from mega-cap tech giants and the latest inflation printout of Washington in the queue.The S&P 500’s most heavily-weighted components – ...</p>\n\n<a href=\"https://finance.yahoo.com/news/big-tech-earnings-pce-inflation-what-to-know-this-week-181023993.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","AMZN":"亚马逊",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","GOOG":"谷歌","AAPL":"苹果","TWTR":"Twitter","MSFT":"微软"},"source_url":"https://finance.yahoo.com/news/big-tech-earnings-pce-inflation-what-to-know-this-week-181023993.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124996515","content_text":"Wall Street heads into a busy week Monday with earnings results from mega-cap tech giants and the latest inflation printout of Washington in the queue.The S&P 500’s most heavily-weighted components – Microsoft, Alphabet , Facebook parent company Meta, Apple, and Amazon – are among 180 companies scheduled to report first-quarter earnings figures through Friday.Traders will also get a fresh read on the personal expenditures index (the Federal Reserve’s most closely-monitored inflation print) Friday, just as market expectations for a more aggressive, faster rate hike cycle rise.One-fifth of companies in the S&P 500 have reported results for the first quarter so far, with 79% reflecting an earnings beat for the period – above the five-year average of 77%, according to the latest data from FactSet. The magnitude of the upside surprise, however, is below the five-year average: 8.1%, compared to 8.9%.“The lower earnings growth rate for Q1 2022 relative to recent quarters can be attributed to both a difficult comparison to unusually high earnings growth in Q1 2021 and continuing macroeconomic headwind,” FactSet Senior Earnings Analyst John Butters said in a note.For a third straight week, U.S. equity markets finished lower as the war in Ukraine and renewed worries about inflation weighed on investor sentiment. A steep sell-off late last week that intensified on Friday was spurred by remarks from Fed Chair Jerome Powell at a panel hosted by the International Monetary Fund signaling a 50-basis point rate increase was “on the table” for May 4, when the U.S. central bank holds its next policy-setting meeting.“The combination of Jerome Powell’s comments and some disappointing earnings news was too much for investors to handle heading into the weekend,” Comerica Wealth Management Chief Investment Officer John Lynch said in emailed commentary. “Moreover, market-based breakeven inflation expectations are climbing, providing a more powerful statement on the potential for persistent pricing pressures than headlines have been suggesting.”With inflation running at its fastest rate in decades, Federal Reserve officials have been changing their tune on how aggressively the central bank will act to rein in soaring prices.“The challenge that we’re dealing with is that inflation expectations keep going up,” Invesco Global Market Strategist Brian Levitt told Yahoo Finance Live on Friday. “The Fed has to move.”One of the policymakers who has signaled the likelihood officials will take a more combative approach is San Francisco Fed President Mary Daly, who told Yahoo Finance’s Brian Cheung in a sit-down interview Thursday that she will support raising the target federal funds rate by 0.50% at the conclusion of the next policy-setting meeting next month. The Fed has not moved to raise interest rates in increments larger than 0.25% since 2000.\"I like to think of it as expeditiously marching towards neutral,” Daly said. “It's clear the economy doesn't need the accommodation we're providing.”The swift shift in monetary policy has rattled equity markets, pounding market-leading technology and growth stocks the hardest amid worries higher rates will put a dent in valuations and future cash flows. Given the beating this sector has beared, this week’s earnings lineup will be particularly consequential for investors.First on the docket are Microsoft and Alphabet, with results due out after the bell on Tuesday. Microsoft’s earnings picture appears positive among analysts, who are projecting a consensus EPS estimate of $2.19, according to Bloomberg data.In the prior reporting period, the tech behemoth topped forecasts at $2.48 versus $2.31 expected by analysts. Stock watchers will keep a close eye on how the war has impacted the company’s all-important cloud-computing business.“During calls with numerous partners across the Microsoft and broader software ecosystem, we have not noted any war prompted spending slowdown across Europe more broadly,” Bank of America said in a recent note, though adding it has lowered revenue expectations to account for any potential geopolitical impact.Analysts surveyed by Bloomberg expect Alphabet to report EPS of $25.74. Last quarter, the Google parent company beat analysts' expectations across the board and reported a revenue jump of 34% year-over-year.“Google parent, Alphabet, is an advertising powerhouse, and despite the other projects and divisions, this won’t have changed,” Sophie Lund-Yates, an equity analyst at Hargreaves Lansdown said in a note. “Ad revenues are slated to rise close to 23% in the first quarter, and any disappointment on that front won’t be well received,”“An inflationary environment means companies are likely to be looking to save on costs, and digital advertising is cheaper than TV ads or billboards, so this may well be acting as a tailwind,” she added. “Apart from this, watching out for progress on Cloud profitability is key. This is an exciting growth driver, and progress should be showing.”Facebook parent company Meta is expected to show another challenging quarter when it reports Wednesday. This comes after the company experienced the biggest single-day wipeout in market history, erasing a record $230 in market value following a report of its first-ever drop in daily user numbers in February. Analysts are looking for EPS to come in at $2.59, per Bloomberg data.When iPhone titan Apple releases its results on Thursday, investors will be focused on how the company has fared amid a backdrop of supply chain disruptions – particularly with the latest wave of COVID lockdowns in China. Bloomberg analysts are looking EPS of $1.42.“Heading into the quarter, we see some near-term risk from COVID-related shutdowns in China and lower App Store sales,” BofA analysts said in a recent research note. “However, we continue to view Apple as a long-term winner and believe shares have more room to rerate higher as we see significant catalysts including the opportunity to better monetize its installed base, advertising related revenue growth, opportunity in augmented/virtual Reality and long-term growth in services.”Rounding out a tech-heavy earnings week will be Amazon, which posts first quarter results along with Apple Thursday after market close, with the Bloomberg consensus EPS estimate at $8.37.Analysts at Bank of America in a recent note said Amazon remains the financial institution's top FANG stock for 2022 on the strength of its cloud business AWS and opportunity to improve margins from trailing 12-month lows, also reiterating its Buy rating on the stock.On the economic data front, the Bureau of Economic Analysis is scheduled to release a fresh read on its monthly personal consumption expenditures (PCE) index on Friday. The measure is another gauge of how quickly prices are increasing across the country. Consensus economists expect the PCE to post another monthly climb of 0.9% in March, according to Bloomberg data,This would mark the 16th consecutive monthly increase and bring the index up by 6.7% on a year-over-year basis.“Supply chain pressures and labor tightness will keep inflation elevated in the near term, while policy normalization and some reversal of spikes cools things off over time,” economists at bank of America said.Economic calendarMonday: Chicago Fed National Activity Index, March (0.45 expected, 0.51 during prior month), Dallas Fed Manufacturing Activity, April (4.8 expected, 8.7 during prior month)Tuesday: Durable Goods Orders, March preliminary (1.0% expected, -2.1% during prior month), Durable Goods Orders Excluding Transportation, March preliminary (0.6% expected, -0.6% during prior month), Capital Goods Orders Nondefense Excluding Aircrafts, March preliminary (0.4% expected, -0.2% during prior month), Capital Goods Shipments Nondefense Excluding Aircrafts, March preliminary (0.5% expected, 0.3% during prior month), FHFA House Pricing Index, month-over-month, February (1.5% expected, 1.6% during prior month), S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, February (1.50% expected, 1.79% during prior month), S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, February (19.20% expected, 19.10% during prior month), S&P CoreLogic Case-Shiller U.S. National Home Price Index, year-over-year, February (19.17% during prior month), Conference Board Consumer Confidence, April (108.5 expected, 107.2 during prior month), Conference Board Present Situation, April (153.0 during prior month), Conference Board Expectations, April (76.6 during prior read), Richmond Fed Manufacturing Index, April (8 expected, 13 during prior month), New home sales, March (770,000 expected, 772,000 during prior month), New home sales, month-over-month, March (-0.3% expected, -2.0% during prior month)Wednesday: MBA Mortgage Applications, week ended April 22 (-5.0% during prior week), Advance Goods Trade Balance, March (-$105.0 billion expected, -$106.6 billion during the prior month, revised to $106.3 billion), Wholesale Inventories, month-over-month, March preliminary (1.5% expected, 2.5% during previous month), Retail Inventories, month-over-month, March (1.6% expected, 1.1% during prior month), Pending Home Sales, month-over-month, March (-1.0% expected, -4.1% during prior month), Pending Home Sales NSA, year-over-year, March (-5.4% during prior month)Thursday: GDP Annualized, quarter-over-quarter, Q1 advance (1.0% expected, 6.9% prior), Personal Consumption, quarter-over-quarter, Q1 advance (3.4% expected, 2.5% prior), GDP Price Index, quarter-over-quarter, Q1 advance (7.2% expected, 7.1% prior), Core PCE, quarter-over-quarter, Q1 advance (5.6% expected, 5.0% prior), Initial Jobless Claims, week ended April 23 (180,000 expected, 184,000 during prior week), Continuing Claims, week ended April 16 (1.393 million expected, 1.417 million during prior week), Kansas City Fed Manufacturing Index, April (35 expected, 37 during prior month)Friday: Employment Cost Index, 1Q (1.1% expected, 1.1% prior), Personal Income, month-over-month, March (0.4% expected, 0.5% during prior month), Personal Spending, month-over-month, March (0.6% expected, 0.2% during prior month), Real Personal Spending, month-over-month, March (0.1% expected, -0.4% during prior month), PCE deflator, month-over-month, March (0.9% expected, 0.6% during prior month), PCE deflator, year-over-year, March (6.7% expected, 6.4% during prior month), PCE core deflator, month-over-month, March (0.3% expected, 0.54% during prior month), PCE core deflator, year-over-year, March (5.3% expected, 5.4% during prior month), MNI Chicago PMI, April (62.0 expected, 62.9 during prior month), University of Michigan Consumer Sentiment, April final (65.7 expected, 65.7 prior), U. of Mich. Current Conditions, April final (68.1 prior), U. of Mich. Expectations, April final (64.1 prior), U. of Mich. 1 Year Inflation, April final (5.5% expected, 5.4% prior), U. of Mich. 5-10 year Inflation, April final (3.0% during prior month)Earnings calendarMondayBefore market open: Activision-Blizzard (ATVI) at 7:30 a.m. ET, Coca-Cola (KO), Otis (OTIS)After market close: Whirlpool (WHR) at 4:05 p.m. ETTuesdayBefore market open: Warner Bros. Discovery (WBD) at 7:00 a.m. ET, UPS (UPS), PepsiCo (PEP), General Electric (GE), Centene (CNC)After market close: Alphabet (GOOG, GOOGL), Microsoft (MSFT), General Motors at 4:00 p.m. ET (GM), Chipotle (CMG) at 4:10 p.m. ET, Visa (V), Capital One (COF) at 4:05 p.m. ETWednesdayBefore market open: Humana (HUM) at 6:30 a.m. ET, T-Mobile US (TMUS) at 7:30 a.m. ET, Boeing (BA), Kraft Heinz (KHC), Amgen (AMGN)After market close: Ford Motor (F) at 4:05 p.m. ET, Meta Platforms (FB), Qualcomm (QCOM)ThursdayBefore market open: Caterpillar (CAT) at 6:30 a.m. ET, Altria (MO) at 7:00 a.m. ET, Twitter (TWTR), Comcast (CMCSA), Merck (MRK), Northrop Grumman (NOC), Domino's Pizza (DPZ), Keurig Dr. Pepper (KDP)After market close: Amazon (AMZN), Apple (AAPL), Intel (INTC), PayPal (PYPL), Robinhood (HOOD)FridayBefore market open: Bloomin’ Brands (BLMN) at 7:00 a.m. ET, Honywell (HON), AbbVie (ABBV), Bristol-Myers Squibb Company (BMY), Exxon Mobil (XOM), Chevron (CVX), Colgate-Palmolive Company (CL), Phillips 66 (PSX)","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086252768,"gmtCreate":1650464301673,"gmtModify":1676534729847,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086252768","repostId":"1155575345","repostType":4,"repost":{"id":"1155575345","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650461585,"share":"https://ttm.financial/m/news/1155575345?lang=&edition=fundamental","pubTime":"2022-04-20 21:33","market":"us","language":"en","title":"U.S. Stocks Rise As Investors Shrug off Big Netflix Disappointment, Dow Gains 200 Points","url":"https://stock-news.laohu8.com/highlight/detail?id=1155575345","media":"Tiger Newspress","summary":"U.S. Stocks rose on Wednesday as investors digested disappointing Netflix earnings along with a host","content":"<html><head></head><body><p>U.S. Stocks rose on Wednesday as investors digested disappointing Netflix earnings along with a host of other corporate reports.</p><p>The Dow Jones Industrial Average was up 225 points, or 0.6%. The S&amp;P 500 rose 0.4%, and the Nasdaq Composite advanced 0.3%.</p><p>The moves came despite Netflixposting a 26% loss in its share price in premarket trading, after reporting a loss of 200,000 subscribers in the first quarter. The news led shares of streaming companies Disney, Roku, Warner Bros. Discovery and Paramount to fall, as investors and could further worry investors about buying technology stocks ahead of earnings. A slew of analysts also slashed their ratings on Netflix following its first-quarter results.</p><p>Meanwhile, Procter &amp; Gamble’sbetter-than-expected results sent the stock up about 1%. Procter also hiked its full-year revenue guidance. Shares of IBM, another Dow component, rose more than 1% following a beat on earnings and revenue.</p><p>“From a technical perspective, the S&amp;P 500 held the important 4400 support level on the S&amp;P 500 (which was the top of the late March rally). Investors are also encouraged by a slight dip in the 10-year yield and the gradual upward revisions to Q1 EPS growth expectations for the market and six of its 11 sectors (the S&amp;P 500 is now seen posting a 5.2% rise vs the earlier estimate of 4.4%). I think the market will now undergo a short-term rally.”</p><p>Tesla and United Airlines are slated to report after the bell.</p><p>Beyond company earnings, investors were also keeping a close eye on the 10-year U.S. Treasury yield, which retreated Wednesday after touching 2.94%, its highest level since late 2018, on Tuesday.</p><p>All the major averages saw strong gains on Tuesday, posting their best day since March 16. The Nasdaq Composite bounced back 2.15%, while the Dow Jones Industrial Average rose 499.51 points, or 1.45% and the S&amp;P 500 gained 1.61%.</p><p>Tuesday’s stock market rally was broad-based with 10 out of 11 sectors ending the session in the positive, led by consumer discretionary. Some of the biggest gains came from Microsoft and Alphabet, which rose 1.7% and 1.8%, respectively, while airline stocks jumped after TSA lifted mask mandates on planes in response to a Florida court ruling.</p><p>Meanwhile, oil prices fell about 5% after theInternational Monetary Fund cut its economic growth forecasts and warned of risks from higher inflation.</p><p>“I just think today we’re in a market where different things are shining,” Ally Invest’s Lindsey Bell told CNBC’s “Closing Bell” on Tuesday. “We’ve got a great earnings season so far and today the market is focusing on that. They’re focusing on the VIX that’s coming down and of course, oil prices — the fall in oil prices helps the inflationary story.”</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>U.S. Stocks Rise As Investors Shrug off Big Netflix Disappointment, Dow Gains 200 Points</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\">\nU.S. Stocks Rise As Investors Shrug off Big Netflix Disappointment, Dow Gains 200 Points\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-20 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. Stocks rose on Wednesday as investors digested disappointing Netflix earnings along with a host of other corporate reports.</p><p>The Dow Jones Industrial Average was up 225 points, or 0.6%. The S&amp;P 500 rose 0.4%, and the Nasdaq Composite advanced 0.3%.</p><p>The moves came despite Netflixposting a 26% loss in its share price in premarket trading, after reporting a loss of 200,000 subscribers in the first quarter. The news led shares of streaming companies Disney, Roku, Warner Bros. Discovery and Paramount to fall, as investors and could further worry investors about buying technology stocks ahead of earnings. A slew of analysts also slashed their ratings on Netflix following its first-quarter results.</p><p>Meanwhile, Procter &amp; Gamble’sbetter-than-expected results sent the stock up about 1%. Procter also hiked its full-year revenue guidance. Shares of IBM, another Dow component, rose more than 1% following a beat on earnings and revenue.</p><p>“From a technical perspective, the S&amp;P 500 held the important 4400 support level on the S&amp;P 500 (which was the top of the late March rally). Investors are also encouraged by a slight dip in the 10-year yield and the gradual upward revisions to Q1 EPS growth expectations for the market and six of its 11 sectors (the S&amp;P 500 is now seen posting a 5.2% rise vs the earlier estimate of 4.4%). I think the market will now undergo a short-term rally.”</p><p>Tesla and United Airlines are slated to report after the bell.</p><p>Beyond company earnings, investors were also keeping a close eye on the 10-year U.S. Treasury yield, which retreated Wednesday after touching 2.94%, its highest level since late 2018, on Tuesday.</p><p>All the major averages saw strong gains on Tuesday, posting their best day since March 16. The Nasdaq Composite bounced back 2.15%, while the Dow Jones Industrial Average rose 499.51 points, or 1.45% and the S&amp;P 500 gained 1.61%.</p><p>Tuesday’s stock market rally was broad-based with 10 out of 11 sectors ending the session in the positive, led by consumer discretionary. Some of the biggest gains came from Microsoft and Alphabet, which rose 1.7% and 1.8%, respectively, while airline stocks jumped after TSA lifted mask mandates on planes in response to a Florida court ruling.</p><p>Meanwhile, oil prices fell about 5% after theInternational Monetary Fund cut its economic growth forecasts and warned of risks from higher inflation.</p><p>“I just think today we’re in a market where different things are shining,” Ally Invest’s Lindsey Bell told CNBC’s “Closing Bell” on Tuesday. “We’ve got a great earnings season so far and today the market is focusing on that. They’re focusing on the VIX that’s coming down and of course, oil prices — the fall in oil prices helps the inflationary story.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155575345","content_text":"U.S. Stocks rose on Wednesday as investors digested disappointing Netflix earnings along with a host of other corporate reports.The Dow Jones Industrial Average was up 225 points, or 0.6%. The S&P 500 rose 0.4%, and the Nasdaq Composite advanced 0.3%.The moves came despite Netflixposting a 26% loss in its share price in premarket trading, after reporting a loss of 200,000 subscribers in the first quarter. The news led shares of streaming companies Disney, Roku, Warner Bros. Discovery and Paramount to fall, as investors and could further worry investors about buying technology stocks ahead of earnings. A slew of analysts also slashed their ratings on Netflix following its first-quarter results.Meanwhile, Procter & Gamble’sbetter-than-expected results sent the stock up about 1%. Procter also hiked its full-year revenue guidance. Shares of IBM, another Dow component, rose more than 1% following a beat on earnings and revenue.“From a technical perspective, the S&P 500 held the important 4400 support level on the S&P 500 (which was the top of the late March rally). Investors are also encouraged by a slight dip in the 10-year yield and the gradual upward revisions to Q1 EPS growth expectations for the market and six of its 11 sectors (the S&P 500 is now seen posting a 5.2% rise vs the earlier estimate of 4.4%). I think the market will now undergo a short-term rally.”Tesla and United Airlines are slated to report after the bell.Beyond company earnings, investors were also keeping a close eye on the 10-year U.S. Treasury yield, which retreated Wednesday after touching 2.94%, its highest level since late 2018, on Tuesday.All the major averages saw strong gains on Tuesday, posting their best day since March 16. The Nasdaq Composite bounced back 2.15%, while the Dow Jones Industrial Average rose 499.51 points, or 1.45% and the S&P 500 gained 1.61%.Tuesday’s stock market rally was broad-based with 10 out of 11 sectors ending the session in the positive, led by consumer discretionary. Some of the biggest gains came from Microsoft and Alphabet, which rose 1.7% and 1.8%, respectively, while airline stocks jumped after TSA lifted mask mandates on planes in response to a Florida court ruling.Meanwhile, oil prices fell about 5% after theInternational Monetary Fund cut its economic growth forecasts and warned of risks from higher inflation.“I just think today we’re in a market where different things are shining,” Ally Invest’s Lindsey Bell told CNBC’s “Closing Bell” on Tuesday. “We’ve got a great earnings season so far and today the market is focusing on that. They’re focusing on the VIX that’s coming down and of course, oil prices — the fall in oil prices helps the inflationary story.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010311564,"gmtCreate":1648257279796,"gmtModify":1676534322467,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010311564","repostId":"1111363520","repostType":4,"repost":{"id":"1111363520","kind":"news","pubTimestamp":1648252161,"share":"https://ttm.financial/m/news/1111363520?lang=&edition=fundamental","pubTime":"2022-03-26 07:49","market":"us","language":"en","title":"What Are MANGO Stocks? Why MANGO Stocks Could Outperform？","url":"https://stock-news.laohu8.com/highlight/detail?id=1111363520","media":"investorplace","summary":"MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconduc","content":"<html><head></head><body><p>MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconductor stocks. This new acronym, a riff on the Nasdaq Composite’s top-performing FAANG tech stocks, is generating interest. So what are the MANGO stocks and what else do you need to know?</p><p>Like the fruit, MANGO stocks have provided sweet returns for investors recently. Bank of America analyst Vivek Arya suggests this group of chip stocks — Marvell Technology (NASDAQ:MRVL), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Analog Devices (NASDAQ:ADI), Nvidia (NASDAQ:NVDA), GlobalFoundries (NASDAQ:GFS) and ON Semiconductor (NASDAQ:ON) — could be leaders in the future economy. Notably, this analyst believes that these chip stocks can outperform despite various market concerns right now.</p><p>Finding a group of stocks that is able to weather this current environment is what many investors are after. Indeed, there is an impressive amount of uncertainty weighing on Wall Street right now. Investors are concerned with inflation, interest rate hikes, geopolitical tensions and supply chain bottlenecks.</p><p>The semiconductor sector is exposed to these issues. However, there are reasons why analysts are growing increasingly bullish on these stocks.</p><p>Let’s dive into what investors may want to consider with chip stocks right now.</p><h2>Why MANGO Stocks Could Outperform</h2><p>Despite the impacts of the pandemic and supply chain woes on chip makers, the Bank of America analyst believes there is reason to be bullish on MANGO stocks. This is because demand has been increasing for chips for some time, and the underlying technology is improving. Assuming these tailwinds remain in place, MANGO stocks could be key winners.</p><p>Additionally, Arya sees a few other things to like about chip stocks. Many of the names in the MANGO acronym have ties to the cloud and artificial intelligence. Others are in the electric vehicle space.</p><p>Most investors can wrap their heads around this rather easy-to-understand thesis. While semiconductor stocks have struggled this year, the for this sector remain bright. Thus, MANGO stocks are the new tech grouping investors may want to keep on their radar right now.</p></body></html>","source":"lsy1606302653667","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>What Are MANGO Stocks? Why MANGO Stocks Could Outperform？</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\">\nWhat Are MANGO Stocks? Why MANGO Stocks Could Outperform？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-26 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/what-are-mango-stocks/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconductor stocks. This new acronym, a riff on the Nasdaq Composite’s top-performing FAANG tech stocks, is ...</p>\n\n<a href=\"https://investorplace.com/2022/03/what-are-mango-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","AVGO":"博通","GFS":"GLOBALFOUNDRIES Inc.","ADI":"亚德诺","MRVL":"迈威尔科技","ON":"安森美半导体"},"source_url":"https://investorplace.com/2022/03/what-are-mango-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111363520","content_text":"MANGO stocks, a new term investors are adding to their vocabularies today, are a group of semiconductor stocks. This new acronym, a riff on the Nasdaq Composite’s top-performing FAANG tech stocks, is generating interest. So what are the MANGO stocks and what else do you need to know?Like the fruit, MANGO stocks have provided sweet returns for investors recently. Bank of America analyst Vivek Arya suggests this group of chip stocks — Marvell Technology (NASDAQ:MRVL), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Analog Devices (NASDAQ:ADI), Nvidia (NASDAQ:NVDA), GlobalFoundries (NASDAQ:GFS) and ON Semiconductor (NASDAQ:ON) — could be leaders in the future economy. Notably, this analyst believes that these chip stocks can outperform despite various market concerns right now.Finding a group of stocks that is able to weather this current environment is what many investors are after. Indeed, there is an impressive amount of uncertainty weighing on Wall Street right now. Investors are concerned with inflation, interest rate hikes, geopolitical tensions and supply chain bottlenecks.The semiconductor sector is exposed to these issues. However, there are reasons why analysts are growing increasingly bullish on these stocks.Let’s dive into what investors may want to consider with chip stocks right now.Why MANGO Stocks Could OutperformDespite the impacts of the pandemic and supply chain woes on chip makers, the Bank of America analyst believes there is reason to be bullish on MANGO stocks. This is because demand has been increasing for chips for some time, and the underlying technology is improving. Assuming these tailwinds remain in place, MANGO stocks could be key winners.Additionally, Arya sees a few other things to like about chip stocks. Many of the names in the MANGO acronym have ties to the cloud and artificial intelligence. Others are in the electric vehicle space.Most investors can wrap their heads around this rather easy-to-understand thesis. While semiconductor stocks have struggled this year, the for this sector remain bright. Thus, MANGO stocks are the new tech grouping investors may want to keep on their radar right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036024696,"gmtCreate":1646954229016,"gmtModify":1676534180276,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036024696","repostId":"2218293229","repostType":4,"repost":{"id":"2218293229","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1646953979,"share":"https://ttm.financial/m/news/2218293229?lang=&edition=fundamental","pubTime":"2022-03-11 07:12","market":"us","language":"en","title":"GLOBAL MARKETS-Global Shares Fall on Inflation, Central Bank Moves","url":"https://stock-news.laohu8.com/highlight/detail?id=2218293229","media":"Reuters","summary":"\"MSCI's gauge of stocks across the globe shed 0.19% at 5:12 p.m. EST .The Dow Jones Industrial Average fell 112.18 points, or 0.34%, to 33,174.07, the S&P 500 lost 18.36 points, or 0.43%, to 4,259.52 and the Nasdaq Composite dropped 125.58 points, or 0.95%, to 13,129.96.The pan-European STOXX 600 index lost 1.69%.The dollar index rose 0.554%, with the euro up 0.04% to $1.0987.The yield on 10-year Treasury notes was up 6.3 basis points to 2.011% after hitting 2.021%, its highest level since Feb. ","content":"<html><head></head><body><p>Global share markets slid on Thursday as U.S. inflation hit almost 8%, making it almost certain the U.S. Federal Reserve will raise interest rates next week, and the European Central Bank sped up the end of its massive stimulus program.</p><p>Data showed U.S. consumer inflation running at a 7.9% annualized clip in February, the largest annual increase in 40 years.</p><p>Wall Street fell on the data because, while markets expect the central bank to raise the Fed funds target rate by 25 basis points at the conclusion of next week&#39;s monetary policy meeting, the CPI data suggested the FOMC could move &#34;more aggressively&#34; to curb inflation, as promised by Fed Chair Jerome Powell last week.</p><p>The ECB earlier in the session said it will stop pumping money into financial markets this summer, paving the way for an increase in interest rates as soaring inflation outweighs concerns about the fallout from Russia&#39;s invasion of Ukraine.</p><p>Talks between Ukraine and Russia on Thursday failed to bring any respite in the conflict, which has trapped hundreds of thousands of civilians in Ukrainian cities sheltering amid Russian air raids and shelling.</p><p>The euro retreated from overnight gains following the ECB announcement, and the dollar strengthened on the U.S. inflation report. The benchmark U.S. 10-year Treasury yield rose above 2% for the first time in two weeks.</p><p>Melissa Brown, managing director of applied research at Qontigo, said that some inflation can be beneficial to stock prices, but central banks have their work cut out for them managing inflation that is at multi-decade highs.</p><p>&#34;We&#39;ve reached that tipping point between good inflation and bad inflation. It is driving volatility higher, and the higher volatility typically drives away investors,&#34; Brown said.</p><p>&#34;Sentiment is very uncertain. Now that we are where we are, can (central bankers) tread that fine line between managing inflation and not pushing us into recession?&#34;</p><p>MSCI&#39;s gauge of stocks across the globe shed 0.19% at 5:12 p.m. EST (2212 GMT).</p><p>The Dow Jones Industrial Average fell 112.18 points, or 0.34%, to 33,174.07, the S&amp;P 500 lost 18.36 points, or 0.43%, to 4,259.52 and the Nasdaq Composite dropped 125.58 points, or 0.95%, to 13,129.96.</p><p>The pan-European STOXX 600 index lost 1.69%.</p><p>The dollar index rose 0.554%, with the euro up 0.04% to $1.0987.</p><p>The yield on 10-year Treasury notes was up 6.3 basis points to 2.011% after hitting 2.021%, its highest level since Feb. 17.</p><p>Veneta Dimitrova, senior U.S. economist at Ned Davis Research, said that with the sharp rises in energy and other commodity markets due to the war in Ukraine, it will most likely take longer to reach peak inflation.</p><p>&#34;This means higher inflation for longer and a treacherous policy path for the Fed ahead,&#34; Dimitrova, adding she expects the Fed to proceed with a 25-basis point interest rate increase next week.</p><p>&#34;With all the geopolitical uncertainty and market volatility out there, the Fed doesn’t want to add to the uncertainty.&#34;</p><p>Oil fell in volatile trading after the United Arab Emirates backtracked on statements saying OPEC and its allies might increase output to help to plug the gap in exports from Russia.</p><p>U.S. crude oil futures settled at $106.02 a barrel, down 2.47%, while the international benchmark Brent settled at $109.33, down 1.63%.</p><p>European Union leaders will phase out buying Russian oil, gas and coal, a draft declaration showed on Thursday, as the bloc seeks to reduce its reliance on Russian sources of energy, following a ban from the United States.</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>GLOBAL MARKETS-Global Shares Fall on Inflation, Central Bank Moves</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\">\nGLOBAL MARKETS-Global Shares Fall on Inflation, Central Bank Moves\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-11 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Global share markets slid on Thursday as U.S. inflation hit almost 8%, making it almost certain the U.S. Federal Reserve will raise interest rates next week, and the European Central Bank sped up the end of its massive stimulus program.</p><p>Data showed U.S. consumer inflation running at a 7.9% annualized clip in February, the largest annual increase in 40 years.</p><p>Wall Street fell on the data because, while markets expect the central bank to raise the Fed funds target rate by 25 basis points at the conclusion of next week&#39;s monetary policy meeting, the CPI data suggested the FOMC could move &#34;more aggressively&#34; to curb inflation, as promised by Fed Chair Jerome Powell last week.</p><p>The ECB earlier in the session said it will stop pumping money into financial markets this summer, paving the way for an increase in interest rates as soaring inflation outweighs concerns about the fallout from Russia&#39;s invasion of Ukraine.</p><p>Talks between Ukraine and Russia on Thursday failed to bring any respite in the conflict, which has trapped hundreds of thousands of civilians in Ukrainian cities sheltering amid Russian air raids and shelling.</p><p>The euro retreated from overnight gains following the ECB announcement, and the dollar strengthened on the U.S. inflation report. The benchmark U.S. 10-year Treasury yield rose above 2% for the first time in two weeks.</p><p>Melissa Brown, managing director of applied research at Qontigo, said that some inflation can be beneficial to stock prices, but central banks have their work cut out for them managing inflation that is at multi-decade highs.</p><p>&#34;We&#39;ve reached that tipping point between good inflation and bad inflation. It is driving volatility higher, and the higher volatility typically drives away investors,&#34; Brown said.</p><p>&#34;Sentiment is very uncertain. Now that we are where we are, can (central bankers) tread that fine line between managing inflation and not pushing us into recession?&#34;</p><p>MSCI&#39;s gauge of stocks across the globe shed 0.19% at 5:12 p.m. EST (2212 GMT).</p><p>The Dow Jones Industrial Average fell 112.18 points, or 0.34%, to 33,174.07, the S&amp;P 500 lost 18.36 points, or 0.43%, to 4,259.52 and the Nasdaq Composite dropped 125.58 points, or 0.95%, to 13,129.96.</p><p>The pan-European STOXX 600 index lost 1.69%.</p><p>The dollar index rose 0.554%, with the euro up 0.04% to $1.0987.</p><p>The yield on 10-year Treasury notes was up 6.3 basis points to 2.011% after hitting 2.021%, its highest level since Feb. 17.</p><p>Veneta Dimitrova, senior U.S. economist at Ned Davis Research, said that with the sharp rises in energy and other commodity markets due to the war in Ukraine, it will most likely take longer to reach peak inflation.</p><p>&#34;This means higher inflation for longer and a treacherous policy path for the Fed ahead,&#34; Dimitrova, adding she expects the Fed to proceed with a 25-basis point interest rate increase next week.</p><p>&#34;With all the geopolitical uncertainty and market volatility out there, the Fed doesn’t want to add to the uncertainty.&#34;</p><p>Oil fell in volatile trading after the United Arab Emirates backtracked on statements saying OPEC and its allies might increase output to help to plug the gap in exports from Russia.</p><p>U.S. crude oil futures settled at $106.02 a barrel, down 2.47%, while the international benchmark Brent settled at $109.33, down 1.63%.</p><p>European Union leaders will phase out buying Russian oil, gas and coal, a draft declaration showed on Thursday, as the bloc seeks to reduce its reliance on Russian sources of energy, following a ban from the United States.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","QQQ":"纳指100ETF","DXD":"道指两倍做空ETF","UCO":"二倍做多彭博原油ETF","SCO":"二倍做空彭博原油指数ETF","EUO":"欧元ETF-ProShares两倍做空","NUGT":"二倍做多黄金矿业指数ETF-Direxion","DUG":"二倍做空石油与天然气ETF(ProShares)","QID":"纳指两倍做空ETF","DDG":"ProShares做空石油与天然气ETF","FXY":"日元ETF-CurrencyShares",".DJI":"道琼斯","DDM":"道指两倍做多ETF",".IXIC":"NASDAQ Composite","FXB":"英镑ETF-CurrencyShares","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","DOG":"道指反向ETF","GDX":"黄金矿业ETF-VanEck","FXE":"欧元做多ETF-CurrencyShares","PSQ":"纳指反向ETF","GLD":"SPDR黄金ETF","QLD":"纳指两倍做多ETF","UDOW":"道指三倍做多ETF-ProShares","IAU":"黄金信托ETF(iShares)","YCS":"日元ETF-ProShares两倍做空","DJX":"1/100道琼斯","SQQQ":"纳指三倍做空ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","DWT":"三倍做空原油ETN","USO":"美国原油ETF","SDOW":"道指三倍做空ETF-ProShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218293229","content_text":"Global share markets slid on Thursday as U.S. inflation hit almost 8%, making it almost certain the U.S. Federal Reserve will raise interest rates next week, and the European Central Bank sped up the end of its massive stimulus program.Data showed U.S. consumer inflation running at a 7.9% annualized clip in February, the largest annual increase in 40 years.Wall Street fell on the data because, while markets expect the central bank to raise the Fed funds target rate by 25 basis points at the conclusion of next week's monetary policy meeting, the CPI data suggested the FOMC could move \"more aggressively\" to curb inflation, as promised by Fed Chair Jerome Powell last week.The ECB earlier in the session said it will stop pumping money into financial markets this summer, paving the way for an increase in interest rates as soaring inflation outweighs concerns about the fallout from Russia's invasion of Ukraine.Talks between Ukraine and Russia on Thursday failed to bring any respite in the conflict, which has trapped hundreds of thousands of civilians in Ukrainian cities sheltering amid Russian air raids and shelling.The euro retreated from overnight gains following the ECB announcement, and the dollar strengthened on the U.S. inflation report. The benchmark U.S. 10-year Treasury yield rose above 2% for the first time in two weeks.Melissa Brown, managing director of applied research at Qontigo, said that some inflation can be beneficial to stock prices, but central banks have their work cut out for them managing inflation that is at multi-decade highs.\"We've reached that tipping point between good inflation and bad inflation. It is driving volatility higher, and the higher volatility typically drives away investors,\" Brown said.\"Sentiment is very uncertain. Now that we are where we are, can (central bankers) tread that fine line between managing inflation and not pushing us into recession?\"MSCI's gauge of stocks across the globe shed 0.19% at 5:12 p.m. EST (2212 GMT).The Dow Jones Industrial Average fell 112.18 points, or 0.34%, to 33,174.07, the S&P 500 lost 18.36 points, or 0.43%, to 4,259.52 and the Nasdaq Composite dropped 125.58 points, or 0.95%, to 13,129.96.The pan-European STOXX 600 index lost 1.69%.The dollar index rose 0.554%, with the euro up 0.04% to $1.0987.The yield on 10-year Treasury notes was up 6.3 basis points to 2.011% after hitting 2.021%, its highest level since Feb. 17.Veneta Dimitrova, senior U.S. economist at Ned Davis Research, said that with the sharp rises in energy and other commodity markets due to the war in Ukraine, it will most likely take longer to reach peak inflation.\"This means higher inflation for longer and a treacherous policy path for the Fed ahead,\" Dimitrova, adding she expects the Fed to proceed with a 25-basis point interest rate increase next week.\"With all the geopolitical uncertainty and market volatility out there, the Fed doesn’t want to add to the uncertainty.\"Oil fell in volatile trading after the United Arab Emirates backtracked on statements saying OPEC and its allies might increase output to help to plug the gap in exports from Russia.U.S. crude oil futures settled at $106.02 a barrel, down 2.47%, while the international benchmark Brent settled at $109.33, down 1.63%.European Union leaders will phase out buying Russian oil, gas and coal, a draft declaration showed on Thursday, as the bloc seeks to reduce its reliance on Russian sources of energy, following a ban from the United States.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802719324,"gmtCreate":1627805775568,"gmtModify":1703496140247,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/802719324","repostId":"2155001152","repostType":4,"repost":{"id":"2155001152","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1627675228,"share":"https://ttm.financial/m/news/2155001152?lang=&edition=fundamental","pubTime":"2021-07-31 04:00","market":"us","language":"en","title":"Wall Street declines with Amazon; S&P 500 posts gains for month","url":"https://stock-news.laohu8.com/highlight/detail?id=2155001152","media":"Reuters","summary":"U.S. consumer spending rises in June, inflation increases . NEW YORK, July 30  - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.Shares of oth","content":"<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</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>Wall Street declines with Amazon; S&P 500 posts gains for month</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street declines with Amazon; S&P 500 posts gains for month\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\">2021-07-31 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<ul>\n <li>Pinterest sinks on stalled U.S. user growth</li>\n <li>U.S. consumer spending rises in June, inflation increases (Updates to close)</li>\n</ul>\n<p>NEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&amp;P 500 still posted a sixth straight month of gains.</p>\n<p>Amazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.</p>\n<p>Shares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and <a href=\"https://laohu8.com/S/FB\">Facebook</a> Inc, were mostly lower.</p>\n<p>\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.</p>\n<p>Data on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.</p>\n<p>Unofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&amp;P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.</p>\n<p>Strong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.</p>\n<p>\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.</p>\n<p>Also on the earnings front, Pampers maker Procter &amp; Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a> jumped after the Burger King owner beat estimates for quarterly profit.</p>\n<p>Pinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.</p>\n<p>Caterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.</p>\n<p>Results on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","AMZN":"亚马逊","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100","CAT":"卡特彼勒","SDS":"两倍做空标普500ETF","SPXU":"三倍做空标普500ETF","COMP":"Compass, Inc.",".SPX":"S&P 500 Index","SH":"标普500反向ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155001152","content_text":"Pinterest sinks on stalled U.S. user growth\nU.S. consumer spending rises in June, inflation increases (Updates to close)\n\nNEW YORK, July 30 (Reuters) - U.S. stocks fell on Friday with Amazon.com shares declining after the company forecast lower sales growth, but the S&P 500 still posted a sixth straight month of gains.\nAmazon.com Inc shares sank after it reported late on Thursday revenue for the second quarter that was shy of analysts' average estimate and said sales growth would ease in the next few quarters as customers ventured more outside the home.\nShares of other internet and tech giants that did well during the lockdowns of last year, including Google parent Alphabet Inc and Facebook Inc, were mostly lower.\n\"Overall earnings have been good. But Amazon ... and some of last year's winners are taking some of the air out of the market today,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"This market has been driven by big tech and when tech does well, the market seems to go right along with it, and when it doesn't,\" it falls.\nData on Friday showed U.S. consumer spending rose more than expected in June, although annual inflation accelerated further above the Federal Reserve's 2% target.\nUnofficially, the Dow Jones Industrial Average fell 146.36 points, or 0.42%, to 34,938.17, the S&P 500 lost 23.58 points, or 0.53%, to 4,395.57 and the Nasdaq Composite dropped 101.51 points, or 0.69%, to 14,676.76.\nStrong earnings and the continued rebound in the U.S. economy have helped to support stocks this month, but the rapid spread of the Delta variant of the coronavirus and rising inflation have been concerns.\n\"There are still some distant jitters, whispers about the Delta variant, about cases rising, and I think some underlying worries about a slowdown of the reopenings and possible reversal,\" Dollarhide said.\nAlso on the earnings front, Pampers maker Procter & Gamble Co rose as it forecast higher core earnings for this year, and U.S.-listed shares of Canada's Restaurant Brands International Inc jumped after the Burger King owner beat estimates for quarterly profit.\nPinterest Inc, however, plunged after saying U.S. user growth was decelerating as people who used the platform for crafts and DIY projects during the height of the pandemic were stepping out more.\nCaterpillar Inc shares also fell, even though the company posted a rise in second-quarter adjusted profit on the back of a recovery in global economic activity.\nResults on the quarter overall have been much stronger than expected, with about 89% of the reports beating analysts' estimates on earnings, according to IBES data from Refinitiv. Earnings are now expected to have climbed 89.8% in the second quarter versus forecasts of 65.4% at the start of July. (Reporting by Caroline Valetkevitch in New York Additional reporting by Sagarika Jaisinghani in Bengaluru Editing by Arun Koyyur and Matthew Lewis)","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013302464,"gmtCreate":1648683298680,"gmtModify":1676534376621,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013302464","repostId":"2223334013","repostType":4,"repost":{"id":"2223334013","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648680663,"share":"https://ttm.financial/m/news/2223334013?lang=&edition=fundamental","pubTime":"2022-03-31 06:51","market":"us","language":"en","title":"US STOCKS-Dow, S&P Close Lower After 4 Days of Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2223334013","media":"Reuters","summary":"U.S. bond market spurs recession worryPrivate payrolls increased by 455,000 jobs in MarchDow down 0.19%, S&P 500 down 0.63%, Nasdaq down 1.21%U.S. stocks fell on Wednesday, with the Dow and S&P 500 sn","content":"<html><head></head><body><ul><li>U.S. bond market spurs recession worry</li><li>Private payrolls increased by 455,000 jobs in March</li><li>Dow down 0.19%, S&amp;P 500 down 0.63%, Nasdaq down 1.21%</li></ul><p>U.S. stocks fell on Wednesday, with the Dow and S&amp;P 500 snapping four-session winning streaks, on waning signs of progress for peace talks between Ukraine and Russia against a backdrop of a hawkish Federal Reserve curbing economic growth.</p><p>The S&amp;P has rebounded more than 5% in March after starting the year with two straight monthly declines. Still, the benchmark index is on track for its first quarterly decline since the first quarter of 2020, when the COVID-19 pandemic in the United States was reaching full swing.</p><p>Prices for commodities such as oil and metals have surged since the invasion, intensifying already-high U.S. inflation.</p><p>&#34;Ukraine is the controlling narrative for this market, if we are going to get a settlement and we get the potential from that settlement for lower energy prices, which is really the key, and then some sort of return to normalcy in terms of the world economy that is a real positive for the market,&#34; said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p><p>&#34;If not, we are going to continue to just go back and forth here as the market tries to digest who the winners and losers are because there are a lot of unintended consequences coming out of this war,&#34; Meckler added.</p><p>The Dow Jones Industrial Average (.DJI) fell 65.38 points, or 0.19%, to 35,228.81, the S&amp;P 500 (.SPX) lost 29.15 points, or 0.63%, to 4,602.45 and the Nasdaq Composite (.IXIC) dropped 177.36 points, or 1.21%, to 14,442.28.</p><p>As inflation intensifies, so does speculation the Federal Reserve may get more aggressive in raising interest rates, which could put a damper on economic growth.</p><p>The S&amp;P energy index (.SPNY) was the leading sector on the plus side with a gain of 1.17%. It is up nearly 40% this year, which would mark its strongest quarterly performance ever.</p><p>The sector is currently one of only three that are positive on the year and has far outpaced the next closest performer in utilities (.SPLRCU), which are up nearly 4% on the year but closed at a record high for a fourth straight session.</p><p>Some investors have taken a defensive stance due to fears of excessive Fed tightening and recent signals in the bond market that often act as precursors to a recession.</p><p>Still, economic data continues to indicate a strong labor market. The ADP National Employment Report showed private payrolls rose by 455,000 jobs last month after advancing 486,000 in February. Investors will watch for Friday&#39;s payrolls report.</p><p><a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica Inc</a> surged 9.58% after forecasting full-year profit and revenue above estimates, as demand for athletic wear remains strong. read more</p><p>Volume on U.S. exchanges was 11.69 billion shares, compared with the 13.93 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 44 new 52-week highs and 1 new low; the Nasdaq Composite recorded 51 new highs and 47 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Dow, S&P Close Lower After 4 Days of Gains</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 STOCKS-Dow, S&P Close Lower After 4 Days of Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-31 06:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. bond market spurs recession worry</li><li>Private payrolls increased by 455,000 jobs in March</li><li>Dow down 0.19%, S&amp;P 500 down 0.63%, Nasdaq down 1.21%</li></ul><p>U.S. stocks fell on Wednesday, with the Dow and S&amp;P 500 snapping four-session winning streaks, on waning signs of progress for peace talks between Ukraine and Russia against a backdrop of a hawkish Federal Reserve curbing economic growth.</p><p>The S&amp;P has rebounded more than 5% in March after starting the year with two straight monthly declines. Still, the benchmark index is on track for its first quarterly decline since the first quarter of 2020, when the COVID-19 pandemic in the United States was reaching full swing.</p><p>Prices for commodities such as oil and metals have surged since the invasion, intensifying already-high U.S. inflation.</p><p>&#34;Ukraine is the controlling narrative for this market, if we are going to get a settlement and we get the potential from that settlement for lower energy prices, which is really the key, and then some sort of return to normalcy in terms of the world economy that is a real positive for the market,&#34; said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.</p><p>&#34;If not, we are going to continue to just go back and forth here as the market tries to digest who the winners and losers are because there are a lot of unintended consequences coming out of this war,&#34; Meckler added.</p><p>The Dow Jones Industrial Average (.DJI) fell 65.38 points, or 0.19%, to 35,228.81, the S&amp;P 500 (.SPX) lost 29.15 points, or 0.63%, to 4,602.45 and the Nasdaq Composite (.IXIC) dropped 177.36 points, or 1.21%, to 14,442.28.</p><p>As inflation intensifies, so does speculation the Federal Reserve may get more aggressive in raising interest rates, which could put a damper on economic growth.</p><p>The S&amp;P energy index (.SPNY) was the leading sector on the plus side with a gain of 1.17%. It is up nearly 40% this year, which would mark its strongest quarterly performance ever.</p><p>The sector is currently one of only three that are positive on the year and has far outpaced the next closest performer in utilities (.SPLRCU), which are up nearly 4% on the year but closed at a record high for a fourth straight session.</p><p>Some investors have taken a defensive stance due to fears of excessive Fed tightening and recent signals in the bond market that often act as precursors to a recession.</p><p>Still, economic data continues to indicate a strong labor market. The ADP National Employment Report showed private payrolls rose by 455,000 jobs last month after advancing 486,000 in February. Investors will watch for Friday&#39;s payrolls report.</p><p><a href=\"https://laohu8.com/S/LULU\">Lululemon Athletica Inc</a> surged 9.58% after forecasting full-year profit and revenue above estimates, as demand for athletic wear remains strong. read more</p><p>Volume on U.S. exchanges was 11.69 billion shares, compared with the 13.93 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 44 new 52-week highs and 1 new low; the Nasdaq Composite recorded 51 new highs and 47 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOG":"道指反向ETF","UDOW":"道指三倍做多ETF-ProShares",".DJI":"道琼斯","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","SDOW":"道指三倍做空ETF-ProShares","BK4504":"桥水持仓","QQQ":"纳指100ETF","LULU":"lululemon athletica","DXD":"道指两倍做空ETF","BK4202":"服装、服饰与奢侈品","QID":"纳指两倍做空ETF","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223334013","content_text":"U.S. bond market spurs recession worryPrivate payrolls increased by 455,000 jobs in MarchDow down 0.19%, S&P 500 down 0.63%, Nasdaq down 1.21%U.S. stocks fell on Wednesday, with the Dow and S&P 500 snapping four-session winning streaks, on waning signs of progress for peace talks between Ukraine and Russia against a backdrop of a hawkish Federal Reserve curbing economic growth.The S&P has rebounded more than 5% in March after starting the year with two straight monthly declines. Still, the benchmark index is on track for its first quarterly decline since the first quarter of 2020, when the COVID-19 pandemic in the United States was reaching full swing.Prices for commodities such as oil and metals have surged since the invasion, intensifying already-high U.S. inflation.\"Ukraine is the controlling narrative for this market, if we are going to get a settlement and we get the potential from that settlement for lower energy prices, which is really the key, and then some sort of return to normalcy in terms of the world economy that is a real positive for the market,\" said Rick Meckler, partner at Cherry Lane Investments in New Vernon, New Jersey.\"If not, we are going to continue to just go back and forth here as the market tries to digest who the winners and losers are because there are a lot of unintended consequences coming out of this war,\" Meckler added.The Dow Jones Industrial Average (.DJI) fell 65.38 points, or 0.19%, to 35,228.81, the S&P 500 (.SPX) lost 29.15 points, or 0.63%, to 4,602.45 and the Nasdaq Composite (.IXIC) dropped 177.36 points, or 1.21%, to 14,442.28.As inflation intensifies, so does speculation the Federal Reserve may get more aggressive in raising interest rates, which could put a damper on economic growth.The S&P energy index (.SPNY) was the leading sector on the plus side with a gain of 1.17%. It is up nearly 40% this year, which would mark its strongest quarterly performance ever.The sector is currently one of only three that are positive on the year and has far outpaced the next closest performer in utilities (.SPLRCU), which are up nearly 4% on the year but closed at a record high for a fourth straight session.Some investors have taken a defensive stance due to fears of excessive Fed tightening and recent signals in the bond market that often act as precursors to a recession.Still, economic data continues to indicate a strong labor market. The ADP National Employment Report showed private payrolls rose by 455,000 jobs last month after advancing 486,000 in February. Investors will watch for Friday's payrolls report.Lululemon Athletica Inc surged 9.58% after forecasting full-year profit and revenue above estimates, as demand for athletic wear remains strong. read moreVolume on U.S. exchanges was 11.69 billion shares, compared with the 13.93 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.98-to-1 ratio favored decliners.The S&P 500 posted 44 new 52-week highs and 1 new low; the Nasdaq Composite recorded 51 new highs and 47 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039687588,"gmtCreate":1646020978226,"gmtModify":1676534083098,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039687588","repostId":"2214189884","repostType":4,"repost":{"id":"2214189884","kind":"news","pubTimestamp":1646020082,"share":"https://ttm.financial/m/news/2214189884?lang=&edition=fundamental","pubTime":"2022-02-28 11:48","market":"us","language":"en","title":"Palantir's Gold Bullion Bet And War With Russia","url":"https://stock-news.laohu8.com/highlight/detail?id=2214189884","media":"seekingalpha","summary":"If one wants to speculate on the price of gold, the SPDR Gold Trust (GLD) and similar would typicall","content":"<html><head></head><body><p>If <a href=\"https://laohu8.com/S/AONE.U\">one</a> wants to speculate on the price of gold, the SPDR Gold Trust (GLD) and similar would typically be the vehicle used. However, these ETFs are financial products which have the inevitable counterparty risk.</p><p>For example, if their custodian HSBC Bank <a href=\"https://laohu8.com/S/PLC\">PLC</a> was impaired, this could affect the claim that GLD has on that gold. To further complicate matters, there are often times sub-custodians are used by custodians, including HSBC. In theory, all you need is one link in the chain to go bad and suddenly, the ETF no longer has access to the full amount of gold it contractually is supposed to have.</p><p>This is why, if you&#39;re real prepper, you prefer physical gold. Specifically, physical gold allocated to you, rather than a generic share in an unallocated pool. All evidence suggests that this is indeed what Palantir (PLTR) bought; allocated 100-ounce gold bars.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bfc239c34eb1c447849b4f68d67b06a\" tg-width=\"640\" tg-height=\"84\" width=\"100%\" height=\"auto\"/><span>Palantir 10-Q filed 8-12-2021</span></p><p>In summary, Palantir was not doing typical commodity speculation. They were preparing for something more sinister.</p><p>As to what Palantir was anticipating, we do not know. It may not even be a specific event. In an interview, CFO Shyam Sankar said it &#34;reflects more of a worldview&#34; and &#34;you have to be prepared for a future with more black swan events.&#34;</p><h2>What black swan events warrant physical gold?</h2><p>Probably not another pandemic. At least not so soon.</p><p>Earthquakes, forest fires, tsunamis, and almost all natural disasters would be unlikely, given that they occur in a limited geographic area and therefore, are unlikely to influence the global price of gold. Something like the Carrington Event of 1859, which is the most intense geomagnetic storm in recorded history, or a large meteorite striking earth, are the only acute natural events which come to mind that have an impact beyond a limited area.</p><p>More likely, their motives were related war/military conflicts, currency debasements, and/or other geopolitics.</p><h2>Why did Palantir buy gold?</h2><p>Given their heavy involvement in military predictive analytics, one has to wonder if the odds of a military conflict/war were being suggested as probable in the near future. If it did, they&#39;re not telling us.</p><p>Was it currency debasement? Well what we do know is that not long after this purchase, US inflation hit a 40 year high; 7.5% for the January 2022 CPI. That too seems like a possibility but again, not something they&#39;ve commented on.</p><p>Those who are suggesting that Palantir predicted a Russian war with Ukraine are probably giving them too much credit.</p><p>To be clear, it&#39;s very possible that Palantir predicted high odds of such occurring in the days, weeks, and months leading up to the invasion, as the pieces fell into place (troop movements, etc.). However, predicting this event back in August would be miraculous. Though it is not impossible.</p><p>If they were predicting a military conflict back in August, perhaps it was more generically speaking, in terms of the intervals between military conflicts happening globally and how they related to other variables. Perhaps there were variables specific to Russia and Ukraine in the algorithm, which weighed more heavily. Keep in mind that already this century, Russian invasions have coincided 3 times with 3 Olympic games (Georgia in 2008, Crimea in 2014, and now greater Ukraine in 2022). With the Olympics 6 months away from August, it&#39;s plausible their analytics suggested high odds of another Russian invasion during the games.</p><p>Ultimately though, all of these specific reasons for buying gold seem unlikely. Why? Because the $50 million gold bar purchase may sound big, big it&#39;s small potatoes for Palantir, given they had about $2.3 billion in cash at that moment.</p><p>That equates to gold being merely a 2.17% weighting. If they were really anticipating war or inflation, one would expect a larger bet. Say 10, 20, or 30%.</p><p>Let&#39;s hope they didn&#39;t buy for war because if they did, it means they&#39;re expecting something far worse than present.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir's Gold Bullion Bet And War With Russia</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's Gold Bullion Bet And War With Russia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-28 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4490506-palantirs-gold-bullion-bet-and-war-with-russia><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If one wants to speculate on the price of gold, the SPDR Gold Trust (GLD) and similar would typically be the vehicle used. However, these ETFs are financial products which have the inevitable ...</p>\n\n<a href=\"https://seekingalpha.com/article/4490506-palantirs-gold-bullion-bet-and-war-with-russia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4543":"AI","BK4550":"红杉资本持仓","BK4504":"桥水持仓","GLD":"SPDR黄金ETF","BK4023":"应用软件","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4490506-palantirs-gold-bullion-bet-and-war-with-russia","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2214189884","content_text":"If one wants to speculate on the price of gold, the SPDR Gold Trust (GLD) and similar would typically be the vehicle used. However, these ETFs are financial products which have the inevitable counterparty risk.For example, if their custodian HSBC Bank PLC was impaired, this could affect the claim that GLD has on that gold. To further complicate matters, there are often times sub-custodians are used by custodians, including HSBC. In theory, all you need is one link in the chain to go bad and suddenly, the ETF no longer has access to the full amount of gold it contractually is supposed to have.This is why, if you're real prepper, you prefer physical gold. Specifically, physical gold allocated to you, rather than a generic share in an unallocated pool. All evidence suggests that this is indeed what Palantir (PLTR) bought; allocated 100-ounce gold bars.Palantir 10-Q filed 8-12-2021In summary, Palantir was not doing typical commodity speculation. They were preparing for something more sinister.As to what Palantir was anticipating, we do not know. It may not even be a specific event. In an interview, CFO Shyam Sankar said it \"reflects more of a worldview\" and \"you have to be prepared for a future with more black swan events.\"What black swan events warrant physical gold?Probably not another pandemic. At least not so soon.Earthquakes, forest fires, tsunamis, and almost all natural disasters would be unlikely, given that they occur in a limited geographic area and therefore, are unlikely to influence the global price of gold. Something like the Carrington Event of 1859, which is the most intense geomagnetic storm in recorded history, or a large meteorite striking earth, are the only acute natural events which come to mind that have an impact beyond a limited area.More likely, their motives were related war/military conflicts, currency debasements, and/or other geopolitics.Why did Palantir buy gold?Given their heavy involvement in military predictive analytics, one has to wonder if the odds of a military conflict/war were being suggested as probable in the near future. If it did, they're not telling us.Was it currency debasement? Well what we do know is that not long after this purchase, US inflation hit a 40 year high; 7.5% for the January 2022 CPI. That too seems like a possibility but again, not something they've commented on.Those who are suggesting that Palantir predicted a Russian war with Ukraine are probably giving them too much credit.To be clear, it's very possible that Palantir predicted high odds of such occurring in the days, weeks, and months leading up to the invasion, as the pieces fell into place (troop movements, etc.). However, predicting this event back in August would be miraculous. Though it is not impossible.If they were predicting a military conflict back in August, perhaps it was more generically speaking, in terms of the intervals between military conflicts happening globally and how they related to other variables. Perhaps there were variables specific to Russia and Ukraine in the algorithm, which weighed more heavily. Keep in mind that already this century, Russian invasions have coincided 3 times with 3 Olympic games (Georgia in 2008, Crimea in 2014, and now greater Ukraine in 2022). With the Olympics 6 months away from August, it's plausible their analytics suggested high odds of another Russian invasion during the games.Ultimately though, all of these specific reasons for buying gold seem unlikely. Why? Because the $50 million gold bar purchase may sound big, big it's small potatoes for Palantir, given they had about $2.3 billion in cash at that moment.That equates to gold being merely a 2.17% weighting. If they were really anticipating war or inflation, one would expect a larger bet. Say 10, 20, or 30%.Let's hope they didn't buy for war because if they did, it means they're expecting something far worse than present.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032227813,"gmtCreate":1647389922290,"gmtModify":1676534223262,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032227813","repostId":"2219341807","repostType":4,"repost":{"id":"2219341807","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1647384621,"share":"https://ttm.financial/m/news/2219341807?lang=&edition=fundamental","pubTime":"2022-03-16 06:50","market":"us","language":"en","title":"Wall Street Jumps as S&P Snaps 3-Day Slump; Fed on Tap","url":"https://stock-news.laohu8.com/highlight/detail?id=2219341807","media":"Reuters","summary":"* Airlines rise on forecasts* Energy shares fall as oil drops below $100 a barrel* Dow up 1.82%, S&P 500 up 2.14%, Nasdaq up 2.92%NEW YORK, March 15 (Reuters) - U.S. stocks rallied on Tuesday and the ","content":"<html><head></head><body><p>* Airlines rise on forecasts</p><p>* Energy shares fall as oil drops below $100 a barrel</p><p>* Dow up 1.82%, S&amp;P 500 up 2.14%, Nasdaq up 2.92%</p><p>NEW YORK, March 15 (Reuters) - U.S. stocks rallied on Tuesday and the S&amp;P 500 ended a 3-day skid as another drop in oil prices and a softer-than-expected reading on producer prices helped ease inflation fears among investors, with the focus turning to the Federal Reserve&#39;s upcoming policy announcement.</p><p>Brent crude settled below $100 a barrel after rocketing higher to more than $139 last week, providing some temporary relief for equity investors that have seen stocks come under pressure this year from surging inflation concerns, uncertainty over the Fed&#39;s policy path to tame rising prices and more recently, escalating conflict in Ukraine.</p><p>U.S. producer prices increased solidly in February as the cost of goods like gasoline surged, and further gains are in the pipeline following Russia&#39;s invasion of Ukraine, which has made crude oil and other commodities more expensive.</p><p>Still, the data for the 12 months through February matched expectations predicting a 10% increase in producer prices, while the producer price index for final demand on a monthly basis increased 0.8%, just shy of the 0.9% estimate and lower than the 1.2% increase registered in January.</p><p>The market is now fully pricing in a rate hike of at least 25 basis points when the central bank makes its policy statement on Wednesday. Investors will also be closely watching the Fed&#39;s projections for the path of rate hikes this year and in coming years to rein in inflation.</p><p>Fed Chairman Jerome Powell has recently floated multiple rate hikes this year as the Fed seeks to curb inflation.</p><p>&#34;The fact is (PPI) was weaker than the expectation so therefore the idea that Jay Powell is right going 25 basis points seems to be the way the market feels today, that could change tomorrow,&#34; said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.</p><p>&#34;The market is in a very oversold position, there are still going to be bumpy roads ahead but today could just be one of those snap-back rallies like we saw last week.&#34;</p><p>The Dow Jones Industrial Average rose 599.1 points, or 1.82%, to 33,544.34, the S&amp;P 500 gained 89.34 points, or 2.14%, to 4,262.45 and the Nasdaq Composite added 367.40 points, or 2.92%, to 12,948.62.</p><p>The S&amp;P 500 slumped about 2.4% in the prior three sessions and recently joined the Dow, Nasdaq and Russell 2000    in forming a &#34;death cross&#34; technical pattern, when a short-term moving average crosses below a longer-term moving average, which some investors believe signals more near-term weakness is likely.</p><p>Ten of the 11 major S&amp;P sectors advanced, with technology and consumer discretionary stocks leading the way while energy, the sole positive sector on the year, slumped nearly 4% on the day along with crude prices.</p><p>Megacap growth stocks gained with Microsoft Corp up 3.87% and Apple up 2.97%, providing the biggest boosts to the S&amp;P 500 and the Nasdaq.</p><p>Meanwhile, investors also closely tracked a jump in daily COVID-19 infections in China for the possibility of denting global economic growth, and progress in Ukraine-Russia talks to end their weeks-long conflict.</p><p>In the latest hint at compromise, Ukrainian President Volodymyr Zelenskiy said Kyiv was prepared to accept security guarantees that stop short of its long-term objective of the NATO alliance membership, which Moscow opposes.</p><p>Delta Air Lines Inc gained 8.70% and United Airlines jumped 9.19% after the U.S. carriers raised their current-quarter revenue forecasts, even as they trimmed capacity. The Arca Airline index climbed 5.57%.</p><p>Volume on U.S. exchanges was 13.46 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.07-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 12 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 21 new highs and 386 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Jumps as S&P Snaps 3-Day Slump; Fed on Tap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Jumps as S&P Snaps 3-Day Slump; Fed on Tap\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-16 06:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Airlines rise on forecasts</p><p>* Energy shares fall as oil drops below $100 a barrel</p><p>* Dow up 1.82%, S&amp;P 500 up 2.14%, Nasdaq up 2.92%</p><p>NEW YORK, March 15 (Reuters) - U.S. stocks rallied on Tuesday and the S&amp;P 500 ended a 3-day skid as another drop in oil prices and a softer-than-expected reading on producer prices helped ease inflation fears among investors, with the focus turning to the Federal Reserve&#39;s upcoming policy announcement.</p><p>Brent crude settled below $100 a barrel after rocketing higher to more than $139 last week, providing some temporary relief for equity investors that have seen stocks come under pressure this year from surging inflation concerns, uncertainty over the Fed&#39;s policy path to tame rising prices and more recently, escalating conflict in Ukraine.</p><p>U.S. producer prices increased solidly in February as the cost of goods like gasoline surged, and further gains are in the pipeline following Russia&#39;s invasion of Ukraine, which has made crude oil and other commodities more expensive.</p><p>Still, the data for the 12 months through February matched expectations predicting a 10% increase in producer prices, while the producer price index for final demand on a monthly basis increased 0.8%, just shy of the 0.9% estimate and lower than the 1.2% increase registered in January.</p><p>The market is now fully pricing in a rate hike of at least 25 basis points when the central bank makes its policy statement on Wednesday. Investors will also be closely watching the Fed&#39;s projections for the path of rate hikes this year and in coming years to rein in inflation.</p><p>Fed Chairman Jerome Powell has recently floated multiple rate hikes this year as the Fed seeks to curb inflation.</p><p>&#34;The fact is (PPI) was weaker than the expectation so therefore the idea that Jay Powell is right going 25 basis points seems to be the way the market feels today, that could change tomorrow,&#34; said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.</p><p>&#34;The market is in a very oversold position, there are still going to be bumpy roads ahead but today could just be one of those snap-back rallies like we saw last week.&#34;</p><p>The Dow Jones Industrial Average rose 599.1 points, or 1.82%, to 33,544.34, the S&amp;P 500 gained 89.34 points, or 2.14%, to 4,262.45 and the Nasdaq Composite added 367.40 points, or 2.92%, to 12,948.62.</p><p>The S&amp;P 500 slumped about 2.4% in the prior three sessions and recently joined the Dow, Nasdaq and Russell 2000    in forming a &#34;death cross&#34; technical pattern, when a short-term moving average crosses below a longer-term moving average, which some investors believe signals more near-term weakness is likely.</p><p>Ten of the 11 major S&amp;P sectors advanced, with technology and consumer discretionary stocks leading the way while energy, the sole positive sector on the year, slumped nearly 4% on the day along with crude prices.</p><p>Megacap growth stocks gained with Microsoft Corp up 3.87% and Apple up 2.97%, providing the biggest boosts to the S&amp;P 500 and the Nasdaq.</p><p>Meanwhile, investors also closely tracked a jump in daily COVID-19 infections in China for the possibility of denting global economic growth, and progress in Ukraine-Russia talks to end their weeks-long conflict.</p><p>In the latest hint at compromise, Ukrainian President Volodymyr Zelenskiy said Kyiv was prepared to accept security guarantees that stop short of its long-term objective of the NATO alliance membership, which Moscow opposes.</p><p>Delta Air Lines Inc gained 8.70% and United Airlines jumped 9.19% after the U.S. carriers raised their current-quarter revenue forecasts, even as they trimmed capacity. The Arca Airline index climbed 5.57%.</p><p>Volume on U.S. exchanges was 13.46 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.07-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 12 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 21 new highs and 386 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SSO":"两倍做多标普500ETF","BK4527":"明星科技股","BK4501":"段永平概念","BK4559":"巴菲特持仓","BK4579":"人工智能",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","BK4500":"航空公司","BK4550":"红杉资本持仓","AAPL":"苹果","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","BK4574":"无人驾驶",".SPX":"S&P 500 Index","SDOW":"道指三倍做空ETF-ProShares","OEX":"标普100","OEF":"标普100指数ETF-iShares","BK4505":"高瓴资本持仓","DAL":"达美航空","BK4581":"高盛持仓","MSFT":"微软","BK4512":"苹果概念","SDS":"两倍做空标普500ETF","DXD":"道指两倍做空ETF","BK4170":"电脑硬件、储存设备及电脑周边","QID":"纳指两倍做空ETF","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF","TQQQ":"纳指三倍做多ETF","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4570":"地缘局势概念股","BK4553":"喜马拉雅资本持仓","SH":"标普500反向ETF","IVV":"标普500指数ETF","BK4534":"瑞士信贷持仓","UDOW":"道指三倍做多ETF-ProShares","DOG":"道指反向ETF","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","UPRO":"三倍做多标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219341807","content_text":"* Airlines rise on forecasts* Energy shares fall as oil drops below $100 a barrel* Dow up 1.82%, S&P 500 up 2.14%, Nasdaq up 2.92%NEW YORK, March 15 (Reuters) - U.S. stocks rallied on Tuesday and the S&P 500 ended a 3-day skid as another drop in oil prices and a softer-than-expected reading on producer prices helped ease inflation fears among investors, with the focus turning to the Federal Reserve's upcoming policy announcement.Brent crude settled below $100 a barrel after rocketing higher to more than $139 last week, providing some temporary relief for equity investors that have seen stocks come under pressure this year from surging inflation concerns, uncertainty over the Fed's policy path to tame rising prices and more recently, escalating conflict in Ukraine.U.S. producer prices increased solidly in February as the cost of goods like gasoline surged, and further gains are in the pipeline following Russia's invasion of Ukraine, which has made crude oil and other commodities more expensive.Still, the data for the 12 months through February matched expectations predicting a 10% increase in producer prices, while the producer price index for final demand on a monthly basis increased 0.8%, just shy of the 0.9% estimate and lower than the 1.2% increase registered in January.The market is now fully pricing in a rate hike of at least 25 basis points when the central bank makes its policy statement on Wednesday. Investors will also be closely watching the Fed's projections for the path of rate hikes this year and in coming years to rein in inflation.Fed Chairman Jerome Powell has recently floated multiple rate hikes this year as the Fed seeks to curb inflation.\"The fact is (PPI) was weaker than the expectation so therefore the idea that Jay Powell is right going 25 basis points seems to be the way the market feels today, that could change tomorrow,\" said Ken Polcari, managing partner at Kace Capital Advisors in Boca Raton, Florida.\"The market is in a very oversold position, there are still going to be bumpy roads ahead but today could just be one of those snap-back rallies like we saw last week.\"The Dow Jones Industrial Average rose 599.1 points, or 1.82%, to 33,544.34, the S&P 500 gained 89.34 points, or 2.14%, to 4,262.45 and the Nasdaq Composite added 367.40 points, or 2.92%, to 12,948.62.The S&P 500 slumped about 2.4% in the prior three sessions and recently joined the Dow, Nasdaq and Russell 2000    in forming a \"death cross\" technical pattern, when a short-term moving average crosses below a longer-term moving average, which some investors believe signals more near-term weakness is likely.Ten of the 11 major S&P sectors advanced, with technology and consumer discretionary stocks leading the way while energy, the sole positive sector on the year, slumped nearly 4% on the day along with crude prices.Megacap growth stocks gained with Microsoft Corp up 3.87% and Apple up 2.97%, providing the biggest boosts to the S&P 500 and the Nasdaq.Meanwhile, investors also closely tracked a jump in daily COVID-19 infections in China for the possibility of denting global economic growth, and progress in Ukraine-Russia talks to end their weeks-long conflict.In the latest hint at compromise, Ukrainian President Volodymyr Zelenskiy said Kyiv was prepared to accept security guarantees that stop short of its long-term objective of the NATO alliance membership, which Moscow opposes.Delta Air Lines Inc gained 8.70% and United Airlines jumped 9.19% after the U.S. carriers raised their current-quarter revenue forecasts, even as they trimmed capacity. The Arca Airline index climbed 5.57%.Volume on U.S. exchanges was 13.46 billion shares, compared with the 13.78 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 2.07-to-1 ratio; on Nasdaq, a 1.72-to-1 ratio favored advancers.The S&P 500 posted 12 new 52-week highs and 8 new lows; the Nasdaq Composite recorded 21 new highs and 386 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038808894,"gmtCreate":1646784615900,"gmtModify":1676534161432,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038808894","repostId":"2218403389","repostType":4,"repost":{"id":"2218403389","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1646780725,"share":"https://ttm.financial/m/news/2218403389?lang=&edition=fundamental","pubTime":"2022-03-09 07:05","market":"us","language":"en","title":"US STOCKS-Wall St Ends down in Rocky Session as U.S. Bans Russian Oil Imports","url":"https://stock-news.laohu8.com/highlight/detail?id=2218403389","media":"Reuters","summary":"Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imp","content":"<html><head></head><body><p>Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imports over the invasion.</p><p>Losses accelerated into the end of Tuesday&#39;s up-and-down session, a day after steep declines that saw the tech-heavy Nasdaq confirm it was in a bear market. The benchmark S&amp;P 500 fell for a fourth straight session.</p><p>U.S. President Joe Biden announced the ban on Russian oil and other energy imports, underscoring strong bipartisan support for a move that he acknowledged would drive up U.S. energy prices, while Britain said it would phase out imports of Russian oil and oil products by the end of 2022.</p><p>&#34;I think it is just investors trying to probe whether it is worth buying the dips and we had a real big <a href=\"https://laohu8.com/S/AONE.U\">one</a> yesterday,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. &#34;Anytime that the buying seems to get a little out of hand on the upside there seems to be willing sellers coming in.&#34;</p><p>“To me, it’s a trader’s market and people looking for very short-term momentum shifts to trade,” Carlson said.</p><p>The Dow Jones Industrial Average    fell 184.74 points, or 0.56%, to 32,632.64, the S&amp;P 500    lost 30.39 points, or 0.72%, to 4,170.7 and the Nasdaq Composite    dropped 35.41 points, or 0.28%, to 12,795.55.</p><p>Defensive sectors were the biggest decliners, with consumer staples falling 2.6%, healthcare dropping 2.1% and utilities down 1.6%.</p><p>Gains in megacap growth stocks, such as Tesla, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> and Alphabet, helped mitigate losses for the S&amp;P 500.</p><p>The energy sector, a standout performer this year,  continued its charge higher, rising 1.4%.</p><p>Brent crude topped $130 per barrel along with other commodities, triggering alarm over surging inflation and the impact on global economic growth. U.S. gasoline prices hit a record on Tuesday.</p><p>&#34;There is just a lot of uncertainty right now of what the impact is going to be on the U.S. economy,&#34; said James Ragan, director of wealth management research at D.A. Davidson. &#34;I think we will see a little pullback in the U.S. consumer. Obviously, the gasoline prices are going to cause people to pause a little bit.&#34;</p><p>Ukraine&#39;s government accused Russian forces of shelling a humanitarian corridor that Moscow, which describes its actions as a &#34;special operation&#34;, had promised to open to let residents flee the besieged port of Mariupol.</p><p>Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.</p><p>On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.</p><p>In company news, shares of Caterpillar Inc jumped 6.8% after Jefferies upgraded the construction equipment maker&#39;s stock to &#34;buy&#34; from &#34;hold&#34; as a hedge against inflation and prospects of more investments.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 78 new lows; the Nasdaq Composite recorded 34 new highs and 525 new lows.</p><p>About 19 billion shares changed hands in U.S. exchanges, the most in over a year, compared with the 13.4 billion daily average over the last 20 sessions.</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 STOCKS-Wall St Ends down in Rocky Session as U.S. Bans Russian Oil Imports</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\">\nUS STOCKS-Wall St Ends down in Rocky Session as U.S. Bans Russian Oil Imports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-09 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imports over the invasion.</p><p>Losses accelerated into the end of Tuesday&#39;s up-and-down session, a day after steep declines that saw the tech-heavy Nasdaq confirm it was in a bear market. The benchmark S&amp;P 500 fell for a fourth straight session.</p><p>U.S. President Joe Biden announced the ban on Russian oil and other energy imports, underscoring strong bipartisan support for a move that he acknowledged would drive up U.S. energy prices, while Britain said it would phase out imports of Russian oil and oil products by the end of 2022.</p><p>&#34;I think it is just investors trying to probe whether it is worth buying the dips and we had a real big <a href=\"https://laohu8.com/S/AONE.U\">one</a> yesterday,&#34; said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. &#34;Anytime that the buying seems to get a little out of hand on the upside there seems to be willing sellers coming in.&#34;</p><p>“To me, it’s a trader’s market and people looking for very short-term momentum shifts to trade,” Carlson said.</p><p>The Dow Jones Industrial Average    fell 184.74 points, or 0.56%, to 32,632.64, the S&amp;P 500    lost 30.39 points, or 0.72%, to 4,170.7 and the Nasdaq Composite    dropped 35.41 points, or 0.28%, to 12,795.55.</p><p>Defensive sectors were the biggest decliners, with consumer staples falling 2.6%, healthcare dropping 2.1% and utilities down 1.6%.</p><p>Gains in megacap growth stocks, such as Tesla, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> and Alphabet, helped mitigate losses for the S&amp;P 500.</p><p>The energy sector, a standout performer this year,  continued its charge higher, rising 1.4%.</p><p>Brent crude topped $130 per barrel along with other commodities, triggering alarm over surging inflation and the impact on global economic growth. U.S. gasoline prices hit a record on Tuesday.</p><p>&#34;There is just a lot of uncertainty right now of what the impact is going to be on the U.S. economy,&#34; said James Ragan, director of wealth management research at D.A. Davidson. &#34;I think we will see a little pullback in the U.S. consumer. Obviously, the gasoline prices are going to cause people to pause a little bit.&#34;</p><p>Ukraine&#39;s government accused Russian forces of shelling a humanitarian corridor that Moscow, which describes its actions as a &#34;special operation&#34;, had promised to open to let residents flee the besieged port of Mariupol.</p><p>Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.</p><p>On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.</p><p>In company news, shares of Caterpillar Inc jumped 6.8% after Jefferies upgraded the construction equipment maker&#39;s stock to &#34;buy&#34; from &#34;hold&#34; as a hedge against inflation and prospects of more investments.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 18 new 52-week highs and 78 new lows; the Nasdaq Composite recorded 34 new highs and 525 new lows.</p><p>About 19 billion shares changed hands in U.S. exchanges, the most in over a year, compared with the 13.4 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4514":"搜索引擎","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4507":"流媒体概念","BK4579":"人工智能","BK4553":"喜马拉雅资本持仓","GOOG":"谷歌","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218403389","content_text":"Major U.S. stock indexes ended lower in rocky trading on Tuesday, as investors weighed fast-paced developments around the crisis in Ukraine as the United States banned Russian oil and other energy imports over the invasion.Losses accelerated into the end of Tuesday's up-and-down session, a day after steep declines that saw the tech-heavy Nasdaq confirm it was in a bear market. The benchmark S&P 500 fell for a fourth straight session.U.S. President Joe Biden announced the ban on Russian oil and other energy imports, underscoring strong bipartisan support for a move that he acknowledged would drive up U.S. energy prices, while Britain said it would phase out imports of Russian oil and oil products by the end of 2022.\"I think it is just investors trying to probe whether it is worth buying the dips and we had a real big one yesterday,\" said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. \"Anytime that the buying seems to get a little out of hand on the upside there seems to be willing sellers coming in.\"“To me, it’s a trader’s market and people looking for very short-term momentum shifts to trade,” Carlson said.The Dow Jones Industrial Average    fell 184.74 points, or 0.56%, to 32,632.64, the S&P 500    lost 30.39 points, or 0.72%, to 4,170.7 and the Nasdaq Composite    dropped 35.41 points, or 0.28%, to 12,795.55.Defensive sectors were the biggest decliners, with consumer staples falling 2.6%, healthcare dropping 2.1% and utilities down 1.6%.Gains in megacap growth stocks, such as Tesla, Meta Platforms and Alphabet, helped mitigate losses for the S&P 500.The energy sector, a standout performer this year,  continued its charge higher, rising 1.4%.Brent crude topped $130 per barrel along with other commodities, triggering alarm over surging inflation and the impact on global economic growth. U.S. gasoline prices hit a record on Tuesday.\"There is just a lot of uncertainty right now of what the impact is going to be on the U.S. economy,\" said James Ragan, director of wealth management research at D.A. Davidson. \"I think we will see a little pullback in the U.S. consumer. Obviously, the gasoline prices are going to cause people to pause a little bit.\"Ukraine's government accused Russian forces of shelling a humanitarian corridor that Moscow, which describes its actions as a \"special operation\", had promised to open to let residents flee the besieged port of Mariupol.Stocks have struggled as concerns about the Russia-Ukraine crisis have deepened a sell-off initially fueled by worries over higher bond yields as the Federal Reserve is expected to tighten monetary policy this year to fight inflation.On Monday, the Nasdaq confirmed it was in a bear market, falling over 20% from its record high, while the Dow Jones Industrial Average confirmed it was in a correction as it closed more than 10% lower from its record peak.In company news, shares of Caterpillar Inc jumped 6.8% after Jefferies upgraded the construction equipment maker's stock to \"buy\" from \"hold\" as a hedge against inflation and prospects of more investments.Declining issues outnumbered advancing ones on the NYSE by a 1.02-to-1 ratio; on Nasdaq, a 1.09-to-1 ratio favored advancers.The S&P 500 posted 18 new 52-week highs and 78 new lows; the Nasdaq Composite recorded 34 new highs and 525 new lows.About 19 billion shares changed hands in U.S. exchanges, the most in over a year, compared with the 13.4 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039151318,"gmtCreate":1645971018788,"gmtModify":1676534078507,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039151318","repostId":"1125580913","repostType":4,"repost":{"id":"1125580913","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645926503,"share":"https://ttm.financial/m/news/1125580913?lang=&edition=fundamental","pubTime":"2022-02-27 09:48","market":"us","language":"en","title":"Buffett Full Annual Letter：Apple is One of ‘Four Giants’ Driving the Conglomerate’s Value","url":"https://stock-news.laohu8.com/highlight/detail?id=1125580913","media":"Tiger Newspress","summary":"Warren Buffett released his annual letter to Berkshire Hathaway shareholders on Saturday. The 91-yea","content":"<html><head></head><body><p>Warren Buffett released his annual letter to Berkshire Hathaway shareholders on Saturday. The 91-year-old investing legend has been publishing the letter for over six decades and it has become required reading for investors around the world.</p><p>Warren Buffett said he now considers tech giant Apple as one of the four pillars driving Berkshire Hathaway, the conglomerate of mostly old-economy businesses he’s assembled over the last five decades.</p><p>In his annual letter to shareholders released on Saturday, the 91-year-old investing legend listed Apple under the heading “Our Four Giants” and even called the company the second-most important after Berkshire’s cluster of insurers, thanks to its chief executive.</p><p>“Tim Cook, Apple’s brilliant CEO, quite properly regards users of Apple products as his first love, but all of his other constituencies benefit from Tim’s managerial touch as well,” the letter stated.</p><p>Buffett made clear he is a fan of Cook’s stock repurchase strategy, and how it gives the conglomerate increased ownership of each dollar of the iPhone maker’s earnings without the investor having to lift a finger.</p><p>“Apple – our runner-up Giant as measured by its yearend market value – is a different sort of holding. Here, our ownership is a mere 5.55%, up from 5.39% a year earlier,” Buffett said in the letter. “That increase sounds like small potatoes. But consider that each 0.1% of Apple’s 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple’s repurchases did the job.”</p><p>Berkshire began buying Apple stock in 2016 under the influence of Buffett’s investing deputies Todd Combs and Ted Weschler. By mid-2018, the conglomerate accumulated 5% ownership of the iPhone maker, a stake that cost $36 billion. Today, the Apple investment is now worth more than $160 billion, taking up 40% of Berkshire’s equity portfolio.</p><p>“It’s important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports – and last year, Apple paid us $785 million of those. Yet our ‘share’ of Apple’s earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud,” Buffett said.</p><p>Berkshire is Apple’s largest shareholder, outside of index and exchange-traded fund providers.</p><p>Buffett also credited his railroad business BNSF and energy segment BHE as two other giants of the conglomerate, which both registered record earnings in 2021.</p><p>“BNSF, our third Giant, continues to be the number one artery of American commerce, which makes it an indispensable asset for America as well as for Berkshire,” Buffett said. “BHE has become a utility powerhouse and a leading force in wind, solar and transmission throughout much of the United States.”</p><p><b>Read the full letter here：</b></p><p>To the Shareholders of Berkshire Hathaway Inc.:</p><p>Charlie Munger, my long-time partner, and I have the job of managing a portion of your savings. We are honored by your trust.</p><p>Our position carries with it the responsibility to report to you what we would like to know if we were the absentee owner and you were the manager. We enjoy communicating directly with you through this annual letter, and through the annual meeting as well.</p><p>Our policy is to treat all shareholders equally. Therefore, we do not hold discussions with analysts nor large institutions. Whenever possible, also, we release important communications on Saturday mornings in order to maximize the time for shareholders and the media to absorb the news before markets open on Monday.</p><p>A wealth of Berkshire facts and figures are set forth in the annual 10-K that the company regularly files with the S.E.C. and that we reproduce on pages K-1 – K-119. Some shareholders will find this detail engrossing; others will simply prefer to learn what Charlie and I believe is new or interesting at Berkshire.</p><p>Alas, there was little action of that sort in 2021. We did, though, make reasonable progress in increasing the intrinsic value of your shares. That task has been my primary duty for 57 years. And it will continue to be.</p><p><b>What You Own</b></p><p>Berkshire owns a wide variety of businesses, some in their entirety, some only in part. The second group largely consists of marketable common stocks of major American companies. Additionally, we own a few non-U.S. equities and participate in several joint ventures or other collaborative activities.</p><p>Whatever our form of ownership, our goal is to have meaningful investments in businesses with both durable economic advantages and a first-class CEO. Please note particularly that we own stocks based upon our expectations about their long-term business performance and not because we view them as vehicles for timely market moves. That point is crucial: Charlie and I are not stock-pickers; we are business-pickers.</p><p>I make many mistakes. Consequently, our extensive collection of businesses includes some enterprises that have truly extraordinary economics, many others that enjoy good economic characteristics, and a few that are marginal. One advantage of our common-stock segment is that – on occasion – it becomes easy to buy pieces of wonderful businesses at wonderful prices. That shooting-fish-in-a-barrel experience is very rare in negotiated transactions and never occurs en masse. It is also far easier to exit from a mistake when it has been made in the marketable arena.</p><h2><b>Surprise, Surprise</b></h2><p>Here are a few items about your company that often surprise even seasoned investors:</p><p>• Many people perceive Berkshire as a large and somewhat strange collection of financial assets. In truth, Berkshire owns and operates more U.S.-based “infrastructure” assets – classified on our balance sheet as property, plant and equipment – than are owned and operated by any other American corporation. That supremacy has never been our goal. It has, however, become a fact.</p><p>At yearend, those domestic infrastructure assets were carried on Berkshire’s balance sheet at $158 billion. That number increased last year and will continue to increase. Berkshire always will be building.</p><p>• Every year, your company makes substantial federal income tax payments. In 2021, for example, we paid</p><p>$3.3 billion while the U.S. Treasury reported total corporate income-tax receipts of $402 billion. Additionally, Berkshire pays substantial state and foreign taxes. “I gave at the office” is an unassailable assertion when made by Berkshire shareholders.</p><p>Berkshire’s history vividly illustrates the invisible and often unrecognized financial partnership between  government and American businesses. Our tale begins early in 1955, when Berkshire Fine Spinning and Hathaway Manufacturing agreed to merge their businesses. In their requests for shareholder approval, these venerable New England textile companies expressed high hopes for the combination.</p><p></p><p>The Hathaway solicitation, for example, assured its shareholders that “The combination of the resources and managements will result in one of the strongest and most efficient organizations in the textile industry.” That upbeat view was endorsed by the company’s advisor, Lehman Brothers (yes, that Lehman Brothers).</p><p>I’m sure it was a joyous day in both Fall River (Berkshire) and New Bedford (Hathaway) when the union was consummated. After the bands stopped playing and the bankers went home, however, the shareholders reaped a disaster.</p><p>In the nine years following the merger, Berkshire’s owners watched the company’s net worth crater from</p><p>$51.4 million to $22.1 million. In part, this decline was caused by stock repurchases, ill-advised dividends and plant shutdowns. But nine years of effort by many thousands of employees delivered an operating loss as well. Berkshire’s struggles were not unusual: The New England textile industry had silently entered an extended and non-reversible death march.</p><p>During the nine post-merger years, the U.S. Treasury suffered as well from Berkshire’s troubles. All told, the company paid the government only $337,359 in income tax during that period – a pathetic $100 per day.</p><p>Early in 1965, things changed. Berkshire installed new management that redeployed available cash and steered essentially all earnings into a variety of good businesses, most of which remained good through the years. Coupling reinvestment of earnings with the power of compounding worked its magic, and shareholders prospered.</p><p>Berkshire’s owners, it should be noted, were not the only beneficiary of that course correction. Their “silent partner,” the U.S. Treasury, proceeded to collect many tens of billions of dollars from the company in income tax payments. Remember the $100 daily? Now, Berkshire pays roughly $9 million daily to the Treasury.</p><p>In fairness to our governmental partner, our shareholders should acknowledge – indeed trumpet – the fact that Berkshire’s prosperity has been fostered mightily because the company has operated in America. Our country would have done splendidly in the years since 1965 without Berkshire. Absent our American home, however, Berkshire would never have come close to becoming what it is today. When you see the flag, say thanks.</p><p>• From an $8.6 million purchase of National Indemnity in 1967, Berkshire has become the world leader in insurance “float” – money we hold and can invest but that does not belong to us. Including a relatively small sum derived from life insurance, Berkshire’s total float has grown from $19 million when we entered the insurance business to $147 billion.</p><p>So far, this float has cost us less than nothing. Though we have experienced a number of years when insurance losses combined with operating expenses exceeded premiums, overall we have earned a modest 55-year profit from the underwriting activities that generated our float.</p><p>Of equal importance, float is very sticky. Funds attributable to our insurance operations come and go daily, but their aggregate total is immune from precipitous decline. When it comes to investing float, we can therefore think long-term.</p><p>If you are not already familiar with the concept of float, I refer you to a long explanation on page A-5. To my surprise, our float increased $9 billion last year, a buildup of value that is important to Berkshire owners though is not reflected in our GAAP (“generally-accepted accounting principles”) presentation of earnings and net worth.</p><p>Much of our huge value creation in insurance is attributable to Berkshire’s good luck in my 1986 hiring of Ajit Jain. We first met on a Saturday morning, and I quickly asked Ajit what his insurance experience had been. He replied, “None.”</p><p>I said, “Nobody’s perfect,” and hired him. That was my lucky day: Ajit actually was as perfect a choice as could have been made. Better yet, he continues to be – 35 years later.</p><p>One final thought about insurance: I believe that it is likely – but far from assured – that Berkshire’s float can be maintained without our incurring a long-term underwriting loss. I am certain, however, that there will be some years when we experience such losses, perhaps involving very large sums.</p><p>Berkshire is constructed to handle catastrophic events as no other insurer – and that priority will remain long after Charlie and I are gone.</p><h2>Our Four Giants</h2><p>Through Berkshire, our shareholders own many dozens of businesses. Some of these, in turn, have a collection of subsidiaries of their own. For example, Marmon has more than 100 individual business operations, ranging from the leasing of railroad cars to the manufacture of medical devices.</p><p>• Nevertheless, operations of our “Big Four” companies account for a very large chunk of Berkshire’s value. Leading this list is our cluster of insurers. Berkshire effectively owns 100% of this group, whose massive float value we earlier described. The invested assets of these insurers are further enlarged by the extraordinary amount of capital we invest to back up their promises.</p><p>The insurance business is made to order for Berkshire. The product will never be obsolete, and sales volume will generally increase along with both economic growth and inflation. Also, integrity and capital will forever be important. Our company can and will behave well.</p><p>There are, of course, other insurers with excellent business models and prospects. Replication of Berkshire’s operation, however, would be almost impossible.</p><p>• Apple – our runner-up Giant as measured by its yearend market value – is a different sort of holding. Here, our ownership is a mere 5.55%, up from 5.39% a year earlier. That increase sounds like small potatoes. But consider that each 0.1% of Apple’s 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple’s repurchases did the job.</p><p>It’s important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports – and last year, Apple paid us $785 million of those. Yet our “share” of Apple’s earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud. Tim Cook, Apple’s brilliant CEO, quite properly regards users of Apple products as his first love, but all of his other constituencies benefit from Tim’s managerial touch as well.</p><p>• BNSF, our third Giant, continues to be the number one artery of American commerce, which makes it an indispensable asset for America as well as for Berkshire. If the many essential products BNSF carries were instead hauled by truck, America’s carbon emissions would soar.</p><p>Your railroad had record earnings of $6 billion in 2021. Here, it should be noted, we are talking about the old-fashioned sort of earnings that we favor: a figure calculated after interest, taxes, depreciation, amortization and all forms of compensation. (Our definition suggests a warning: Deceptive “adjustments” to earnings – to use a polite description – have become both more frequent and more fanciful as stocks have risen. Speaking less politely, I would say that bull markets breed bloviated bull )</p><p>BNSF trains traveled 143 million miles last year and carried 535 million tons of cargo. Both accomplishments far exceed those of any other American carrier. You can be proud of your railroad.</p><p>• BHE, our final Giant, earned a record $4 billion in 2021. That’s up more than 30-fold from the $122 million earned in 2000, the year that Berkshire first purchased a BHE stake. Now, Berkshire owns 91.1% of the company.</p><p>BHE’s record of societal accomplishment is as remarkable as its financial performance. The company had no wind or solar generation in 2000. It was then regarded simply as a relatively new and minor participant in the huge electric utility industry. Subsequently, under David Sokol’s and Greg Abel’s leadership, BHE has become a utility powerhouse (no groaning, please) and a leading force in wind, solar and transmission throughout much of the United States.</p><p>Greg’s report on these accomplishments appears on pages A-3 and A-4. The profile you will find there is not in any way one of those currently-fashionable “green-washing” stories. BHE has been faithfully detailing its plans and performance in renewables and transmissions every year since 2007.</p><p>To further review this information, visit BHE’s website at brkenergy.com. There, you will see that the company has long been making climate-conscious moves that soak up all of its earnings. More opportunities lie ahead. BHE has the management, the experience, the capital and the appetite for the huge power projects that our country needs.</p><h2>Investments</h2><p>Now let’s talk about companies we don’t control, a list that again references Apple. Below we list our fifteen largest equity holdings, several of which are selections of Berkshire’s two long-time investment managers, Todd Combs and Ted Weschler. At yearend, this valued pair had total authority in respect to $34 billion of investments, many of which do not meet the threshold value we use in the table. Also, a significant portion of the dollars that Todd and Ted manage are lodged in various pension plans of Berkshire-owned businesses, with the assets of these plans not included in this table.</p><p><img src=\"https://static.tigerbbs.com/d43587e9f59c0ff76e6c04c6bf9af324\" tg-width=\"1047\" tg-height=\"530\" referrerpolicy=\"no-referrer\"/>* This is our actual purchase price and also our tax basis.</p><p>** Held by BHE; consequently, Berkshire shareholders have only a 91.1% interest in this position.</p><p>*** Includes a $10 billion investment in Occidental Petroleum, consisting of preferred stock and warrants to buy common stock, a combination now being valued at $10.7 billion.</p><p>In addition to the footnoted Occidental holding and our various common-stock positions, Berkshire also owns a 26.6% interest in Kraft Heinz (accounted for on the “equity” method, not market value, and carried at $13.1 billion) and 38.6% of Pilot Corp., a leader in travel centers that had revenues last year of $45 billion.</p><p>Since we purchased our Pilot stake in 2017, this holding has warranted “equity” accounting treatment. Early in 2023, Berkshire will purchase an additional interest in Pilot that will raise our ownership to 80% and lead to our fully consolidating Pilot’s earnings, assets and liabilities in our financial statements.</p><h2>U.S. Treasury Bills</h2><p>Berkshire’s balance sheet includes $144 billion of cash and cash equivalents (excluding the holdings of BNSF and BHE). Of this sum, $120 billion is held in U.S. Treasury bills, all maturing in less than a year. That stake leaves Berkshire financing about 12 of 1% of the publicly-held national debt.</p><p>Charlie and I have pledged that Berkshire (along with our subsidiaries other than BNSF and BHE) will always hold more than $30 billion of cash and equivalents. We want your company to be financially impregnable and never dependent on the kindness of strangers (or even that of friends). Both of us like to sleep soundly, and we want our creditors, insurance claimants and you to do so as well.</p><h2>But $144 billion?</h2><p>That imposing sum, I assure you, is not some deranged expression of patriotism. Nor have Charlie and I lost our overwhelming preference for business ownership. Indeed, I first manifested my enthusiasm for that 80 years ago, on March 11, 1942, when I purchased three shares of Cities Services preferred stock. Their cost was $114.75 and required all of my savings. (The Dow Jones Industrial Average that day closed at 99, a fact that should scream to you: Never bet against America.)</p><p>After my initial plunge, I always kept at least 80% of my net worth in equities. My favored status throughout that period was 100% – and still is. Berkshire’s current 80%-or-so position in businesses is a consequence of my failure to find entire companies or small portions thereof (that is, marketable stocks) which meet our criteria for long- term holding.</p><p>Charlie and I have endured similar cash-heavy positions from time to time in the past. These periods are never pleasant; they are also never permanent. And, fortunately, we have had a mildly attractive alternative during 2020 and 2021 for deploying capital. Read on.</p><h2>Share Repurchases</h2><p>There are three ways that we can increase the value of your investment. The first is always front and center in our minds: Increase the long-term earning power of Berkshire’s controlled businesses through internal growth or by making acquisitions. Today, internal opportunities deliver far better returns than acquisitions. The size of those opportunities, however, is small compared to Berkshire’s resources.</p><p>Our second choice is to buy non-controlling part-interests in the many good or great businesses that are publicly traded. From time to time, such possibilities are both numerous and blatantly attractive. Today, though, we find little that excites us.</p><p>That’s largely because of a truism: Long-term interest rates that are low push the prices of all productive investments upward, whether these are stocks, apartments, farms, oil wells, whatever. Other factors influence valuations as well, but interest rates will always be important.</p><p>Our final path to value creation is to repurchase Berkshire shares. Through that simple act, we increase your share of the many controlled and non-controlled businesses Berkshire owns. When the price/value equation is right, this path is the easiest and most certain way for us to increase your wealth. (Alongside the accretion of value to continuing shareholders, a couple of other parties gain: Repurchases are modestly beneficial to the seller of the repurchased shares and to society as well.)</p><p>Periodically, as alternative paths become unattractive, repurchases make good sense for Berkshire’s owners. During the past two years, we therefore repurchased 9% of the shares that were outstanding at yearend 2019 for a total cost of $51.7 billion. That expenditure left our continuing shareholders owning about 10% more of all Berkshire businesses, whether these are wholly-owned (such as BNSF and GEICO) or partly-owned (such as Coca-Cola and Moody’s).</p><p>I want to underscore that for Berkshire repurchases to make sense, our shares must offer appropriate value. We don’t want to overpay for the shares of other companies, and it would be value-destroying if we were to overpay when we are buying Berkshire. As of February 23, 2022, since yearend we repurchased additional shares at a cost of $1.2 billion. Our appetite remains large but will always remain price-dependent.</p><p>It should be noted that Berkshire’s buyback opportunities are limited because of its high-class investor base. If our shares were heavily held by short-term speculators, both price volatility and transaction volumes would materially increase. That kind of reshaping would offer us far greater opportunities for creating value by making repurchases. Nevertheless, Charlie and I far prefer the owners we have, even though their admirable buy-and-keep attitudes limit the extent to which long-term shareholders can profit from opportunistic repurchases.</p><p>Finally, one easily-overlooked value calculation specific to Berkshire: As we’ve discussed, insurance “float” of the right sort is of great value to us. As it happens, repurchases automatically increase the amount of “float” per share. That figure has increased during the past two years by 25% – going from $79,387 per “A” share to $99,497, a meaningful gain that, as noted, owes some thanks to repurchases.</p><h2>A Wonderful Man and a Wonderful Business</h2><p>Last year, Paul Andrews died. Paul was the founder and CEO of TTI, a Fort Worth-based subsidiary of Berkshire. Throughout his life – in both his business and his personal pursuits – Paul quietly displayed all the qualities that Charlie and I admire. His story should be told.</p><p>In 1971, Paul was working as a purchasing agent for General Dynamics when the roof fell in. After losing a huge defense contract, the company fired thousands of employees, including Paul.</p><p>With his first child due soon, Paul decided to bet on himself, using $500 of his savings to found Tex-Tronics (later renamed TTI). The company set itself up to distribute small electronic components, and first-year sales totaled $112,000. Today, TTI markets more than one million different items with annual volume of $7.7 billion.</p><p>But back to 2006: Paul, at 63, then found himself happy with his family, his job, and his associates. But he had one nagging worry, heightened because he had recently witnessed a friend’s early death and the disastrous results that followed for that man’s family and business. What, Paul asked himself in 2006, would happen to the many people depending on him if he should unexpectedly die?</p><p>For a year, Paul wrestled with his options. Sell to a competitor? From a strictly economic viewpoint, that course made the most sense. After all, competitors could envision lucrative “synergies” – savings that would be achieved as the acquiror slashed duplicated functions at TTI.</p><p>But . . . Such a purchaser would most certainly also retain its CFO, its legal counsel, its HR unit. Their TTI counterparts would therefore be sent packing. And ugh! If a new distribution center were to be needed, the acquirer’s home city would certainly be favored over Fort Worth.</p><p>Whatever the financial benefits, Paul quickly concluded that selling to a competitor was not for him. He next considered seeking a financial buyer, a species once labeled – aptly so – a leveraged buyout firm. Paul knew, however, that such a purchaser would be focused on an “exit strategy.” And who could know what that would be? Brooding over it all, Paul found himself having no interest in handing his 35-year-old creation over to a reseller.</p><p>When Paul met me, he explained why he had eliminated these two alternatives as buyers. He then summed up his dilemma by saying – in far more tactful phrasing than this – “After a year of pondering the alternatives, I want to sell to Berkshire because you are the only guy left.” So, I made an offer and Paul said “Yes.” One meeting; one lunch; one deal.</p><p>To say we both lived happily ever after is an understatement. When Berkshire purchased TTI, the company employed 2,387. Now the number is 8,043. A large percentage of that growth took place in Fort Worth and environs. Earnings have increased 673%.</p><p>Annually, I would call Paul and tell him his salary should be substantially increased. Annually, he would tell me, “We can talk about that next year, Warren; I’m too busy now.”</p><p>When Greg Abel and I attended Paul’s memorial service, we met children, grandchildren, long-time associates (including TTI’s first employee) and John Roach, the former CEO of a Fort Worth company Berkshire had purchased in 2000. John had steered his friend Paul to Omaha, instinctively knowing we would be a match.</p><p>At the service, Greg and I heard about the multitudes of people and organizations that Paul had silently supported. The breadth of his generosity was extraordinary – geared always to improving the lives of others, particularly those in Fort Worth.</p><p>In all ways, Paul was a class act.</p><p>* * * * * * * * * * * *</p><p>Good luck – occasionally extraordinary luck – has played its part at Berkshire. If Paul and I had not enjoyed a mutual friend – John Roach – TTI would not have found its home with us. But that ample serving of luck was only the beginning. TTI was soon to lead Berkshire to its most important acquisition.</p><p>Every fall, Berkshire directors gather for a presentation by a few of our executives. We sometimes choose the site based upon the location of a recent acquisition, by that means allowing directors to meet the new subsidiary’s CEO and learn more about the acquiree’s activities.</p><p>In the fall of 2009, we consequently selected Fort Worth so that we could visit TTI. At that time, BNSF, which also had Fort Worth as its hometown, was the third-largest holding among our marketable equities. Despite that large stake, I had never visited the railroad’s headquarters.</p><p>Deb Bosanek, my assistant, scheduled our board’s opening dinner for October 22. Meanwhile, I arranged to arrive earlier that day to meet with Matt Rose, CEO of BNSF, whose accomplishments I had long admired. When I made the date, I had no idea that our get-together would coincide with BNSF’s third-quarter earnings report, which was released late on the 22nd.</p><p>The market reacted badly to the railroad’s results. The Great Recession was in full force in the third quarter, and BNSF’s earnings reflected that slump. The economic outlook was also bleak, and Wall Street wasn’t feeling friendly to railroads – or much else.</p><p>On the following day, I again got together with Matt and suggested that Berkshire would offer the railroad a better long-term home than it could expect as a public company. I also told him the maximum price that Berkshire would pay.</p><p>Matt relayed the offer to his directors and advisors. Eleven busy days later, Berkshire and BNSF announced a firm deal. And here I’ll venture a rare prediction: BNSF will be a key asset for Berkshire and our country a century from now.</p><p>The BNSF acquisition would never have happened if Paul Andrews hadn’t sized up Berkshire as the right home for TTI.</p><h2>Thanks</h2><p>I taught my first investing class 70 years ago. Since then, I have enjoyed working almost every year with students of all ages, finally “retiring” from that pursuit in 2018.</p><p>Along the way, my toughest audience was my grandson’s fifth-grade class. The 11-year-olds were squirming in their seats and giving me blank stares until I mentioned Coca-Cola and its famous secret formula. Instantly, every hand went up, and I learned that “secrets” are catnip to kids.</p><p>Teaching, like writing, has helped me develop and clarify my own thoughts. Charlie calls this phenomenon the orangutan effect: If you sit down with an orangutan and carefully explain to it one of your cherished ideas, you may leave behind a puzzled primate, but will yourself exit thinking more clearly.</p><p>Talking to university students is far superior. I have urged that they seek employment in (1) the field and (2) with the kind of people they would select, if they had no need for money. Economic realities, I acknowledge, may interfere with that kind of search. Even so, I urge the students never to give up the quest, for when they find that sort of job, they will no longer be “working.”</p><p>Charlie and I, ourselves, followed that liberating course after a few early stumbles. We both started as part- timers at my grandfather’s grocery store, Charlie in 1940 and I in 1942. We were each assigned boring tasks and paid little, definitely not what we had in mind. Charlie later took up law, and I tried selling securities. Job satisfaction continued to elude us.</p><p>Finally, at Berkshire, we found what we love to do. With very few exceptions, we have now “worked” for many decades with people whom we like and trust. It’s a joy in life to join with managers such as Paul Andrews or the Berkshire families I told you about last year. In our home office, we employ decent and talented people – no jerks. Turnover averages, perhaps, one person per year.</p><p>I would like, however, to emphasize a further item that turns our jobs into fun and satisfaction working</p><p>for you. There is nothing more rewarding to Charlie and me than enjoying the trust of individual long-term shareholders who, for many decades, have joined us with the expectation that we would be a reliable custodian of their funds.</p><p>Obviously, we can’t select our owners, as we could do if our form of operation were a partnership. Anyone can buy shares of Berkshire today with the intention of soon reselling them. For sure, we get a few of that type of shareholder, just as we get index funds that own huge amounts of Berkshire simply because they are required to do so.</p><p>To a truly unusual degree, however, Berkshire has as owners a very large corps of individuals and families that have elected to join us with an intent approaching “til death do us part.” Often, they have trusted us with a large – some might say excessive – portion of their savings.</p><p>Berkshire, these shareholders would sometimes acknowledge, might be far from the best selection they could have made. But they would add that Berkshire would rank high among those with which they would be most comfortable. And people who are comfortable with their investments will, on average, achieve better results than those who are motivated by ever-changing headlines, chatter and promises.</p><p>Long-term individual owners are both the “partners” Charlie and I have always sought and the ones we constantly have in mind as we make decisions at Berkshire. To them we say, “It feels good to ‘work’ for you, and you have our thanks for your trust.”</p><h2>The Annual Meeting</h2><p>Clear your calendar! Berkshire will have its annual gathering of capitalists in Omaha on Friday, April 29th through Sunday, May 1st. The details regarding the weekend are laid out on pages A-1 and A-2. Omaha eagerly awaits you, as do I.</p><p>I will end this letter with a sales pitch. “Cousin” Jimmy Buffett has designed a pontoon “party” boat that is now being manufactured by Forest River, a Berkshire subsidiary. The boat will be introduced on April 29 at our Berkshire Bazaar of Bargains. And, for two days only, shareholders will be able to purchase Jimmy’s masterpiece at a 10% discount. Your bargain-hunting chairman will be buying a boat for his family’s use. Join me.</p><p>February 26, 2022</p><p>Warren E. Buffett Chairman of the Board</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>Buffett Full Annual Letter：Apple is One of ‘Four Giants’ Driving the Conglomerate’s Value</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\">\nBuffett Full Annual Letter：Apple is One of ‘Four Giants’ Driving the Conglomerate’s Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-27 09:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Warren Buffett released his annual letter to Berkshire Hathaway shareholders on Saturday. The 91-year-old investing legend has been publishing the letter for over six decades and it has become required reading for investors around the world.</p><p>Warren Buffett said he now considers tech giant Apple as one of the four pillars driving Berkshire Hathaway, the conglomerate of mostly old-economy businesses he’s assembled over the last five decades.</p><p>In his annual letter to shareholders released on Saturday, the 91-year-old investing legend listed Apple under the heading “Our Four Giants” and even called the company the second-most important after Berkshire’s cluster of insurers, thanks to its chief executive.</p><p>“Tim Cook, Apple’s brilliant CEO, quite properly regards users of Apple products as his first love, but all of his other constituencies benefit from Tim’s managerial touch as well,” the letter stated.</p><p>Buffett made clear he is a fan of Cook’s stock repurchase strategy, and how it gives the conglomerate increased ownership of each dollar of the iPhone maker’s earnings without the investor having to lift a finger.</p><p>“Apple – our runner-up Giant as measured by its yearend market value – is a different sort of holding. Here, our ownership is a mere 5.55%, up from 5.39% a year earlier,” Buffett said in the letter. “That increase sounds like small potatoes. But consider that each 0.1% of Apple’s 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple’s repurchases did the job.”</p><p>Berkshire began buying Apple stock in 2016 under the influence of Buffett’s investing deputies Todd Combs and Ted Weschler. By mid-2018, the conglomerate accumulated 5% ownership of the iPhone maker, a stake that cost $36 billion. Today, the Apple investment is now worth more than $160 billion, taking up 40% of Berkshire’s equity portfolio.</p><p>“It’s important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports – and last year, Apple paid us $785 million of those. Yet our ‘share’ of Apple’s earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud,” Buffett said.</p><p>Berkshire is Apple’s largest shareholder, outside of index and exchange-traded fund providers.</p><p>Buffett also credited his railroad business BNSF and energy segment BHE as two other giants of the conglomerate, which both registered record earnings in 2021.</p><p>“BNSF, our third Giant, continues to be the number one artery of American commerce, which makes it an indispensable asset for America as well as for Berkshire,” Buffett said. “BHE has become a utility powerhouse and a leading force in wind, solar and transmission throughout much of the United States.”</p><p><b>Read the full letter here：</b></p><p>To the Shareholders of Berkshire Hathaway Inc.:</p><p>Charlie Munger, my long-time partner, and I have the job of managing a portion of your savings. We are honored by your trust.</p><p>Our position carries with it the responsibility to report to you what we would like to know if we were the absentee owner and you were the manager. We enjoy communicating directly with you through this annual letter, and through the annual meeting as well.</p><p>Our policy is to treat all shareholders equally. Therefore, we do not hold discussions with analysts nor large institutions. Whenever possible, also, we release important communications on Saturday mornings in order to maximize the time for shareholders and the media to absorb the news before markets open on Monday.</p><p>A wealth of Berkshire facts and figures are set forth in the annual 10-K that the company regularly files with the S.E.C. and that we reproduce on pages K-1 – K-119. Some shareholders will find this detail engrossing; others will simply prefer to learn what Charlie and I believe is new or interesting at Berkshire.</p><p>Alas, there was little action of that sort in 2021. We did, though, make reasonable progress in increasing the intrinsic value of your shares. That task has been my primary duty for 57 years. And it will continue to be.</p><p><b>What You Own</b></p><p>Berkshire owns a wide variety of businesses, some in their entirety, some only in part. The second group largely consists of marketable common stocks of major American companies. Additionally, we own a few non-U.S. equities and participate in several joint ventures or other collaborative activities.</p><p>Whatever our form of ownership, our goal is to have meaningful investments in businesses with both durable economic advantages and a first-class CEO. Please note particularly that we own stocks based upon our expectations about their long-term business performance and not because we view them as vehicles for timely market moves. That point is crucial: Charlie and I are not stock-pickers; we are business-pickers.</p><p>I make many mistakes. Consequently, our extensive collection of businesses includes some enterprises that have truly extraordinary economics, many others that enjoy good economic characteristics, and a few that are marginal. One advantage of our common-stock segment is that – on occasion – it becomes easy to buy pieces of wonderful businesses at wonderful prices. That shooting-fish-in-a-barrel experience is very rare in negotiated transactions and never occurs en masse. It is also far easier to exit from a mistake when it has been made in the marketable arena.</p><h2><b>Surprise, Surprise</b></h2><p>Here are a few items about your company that often surprise even seasoned investors:</p><p>• Many people perceive Berkshire as a large and somewhat strange collection of financial assets. In truth, Berkshire owns and operates more U.S.-based “infrastructure” assets – classified on our balance sheet as property, plant and equipment – than are owned and operated by any other American corporation. That supremacy has never been our goal. It has, however, become a fact.</p><p>At yearend, those domestic infrastructure assets were carried on Berkshire’s balance sheet at $158 billion. That number increased last year and will continue to increase. Berkshire always will be building.</p><p>• Every year, your company makes substantial federal income tax payments. In 2021, for example, we paid</p><p>$3.3 billion while the U.S. Treasury reported total corporate income-tax receipts of $402 billion. Additionally, Berkshire pays substantial state and foreign taxes. “I gave at the office” is an unassailable assertion when made by Berkshire shareholders.</p><p>Berkshire’s history vividly illustrates the invisible and often unrecognized financial partnership between  government and American businesses. Our tale begins early in 1955, when Berkshire Fine Spinning and Hathaway Manufacturing agreed to merge their businesses. In their requests for shareholder approval, these venerable New England textile companies expressed high hopes for the combination.</p><p></p><p>The Hathaway solicitation, for example, assured its shareholders that “The combination of the resources and managements will result in one of the strongest and most efficient organizations in the textile industry.” That upbeat view was endorsed by the company’s advisor, Lehman Brothers (yes, that Lehman Brothers).</p><p>I’m sure it was a joyous day in both Fall River (Berkshire) and New Bedford (Hathaway) when the union was consummated. After the bands stopped playing and the bankers went home, however, the shareholders reaped a disaster.</p><p>In the nine years following the merger, Berkshire’s owners watched the company’s net worth crater from</p><p>$51.4 million to $22.1 million. In part, this decline was caused by stock repurchases, ill-advised dividends and plant shutdowns. But nine years of effort by many thousands of employees delivered an operating loss as well. Berkshire’s struggles were not unusual: The New England textile industry had silently entered an extended and non-reversible death march.</p><p>During the nine post-merger years, the U.S. Treasury suffered as well from Berkshire’s troubles. All told, the company paid the government only $337,359 in income tax during that period – a pathetic $100 per day.</p><p>Early in 1965, things changed. Berkshire installed new management that redeployed available cash and steered essentially all earnings into a variety of good businesses, most of which remained good through the years. Coupling reinvestment of earnings with the power of compounding worked its magic, and shareholders prospered.</p><p>Berkshire’s owners, it should be noted, were not the only beneficiary of that course correction. Their “silent partner,” the U.S. Treasury, proceeded to collect many tens of billions of dollars from the company in income tax payments. Remember the $100 daily? Now, Berkshire pays roughly $9 million daily to the Treasury.</p><p>In fairness to our governmental partner, our shareholders should acknowledge – indeed trumpet – the fact that Berkshire’s prosperity has been fostered mightily because the company has operated in America. Our country would have done splendidly in the years since 1965 without Berkshire. Absent our American home, however, Berkshire would never have come close to becoming what it is today. When you see the flag, say thanks.</p><p>• From an $8.6 million purchase of National Indemnity in 1967, Berkshire has become the world leader in insurance “float” – money we hold and can invest but that does not belong to us. Including a relatively small sum derived from life insurance, Berkshire’s total float has grown from $19 million when we entered the insurance business to $147 billion.</p><p>So far, this float has cost us less than nothing. Though we have experienced a number of years when insurance losses combined with operating expenses exceeded premiums, overall we have earned a modest 55-year profit from the underwriting activities that generated our float.</p><p>Of equal importance, float is very sticky. Funds attributable to our insurance operations come and go daily, but their aggregate total is immune from precipitous decline. When it comes to investing float, we can therefore think long-term.</p><p>If you are not already familiar with the concept of float, I refer you to a long explanation on page A-5. To my surprise, our float increased $9 billion last year, a buildup of value that is important to Berkshire owners though is not reflected in our GAAP (“generally-accepted accounting principles”) presentation of earnings and net worth.</p><p>Much of our huge value creation in insurance is attributable to Berkshire’s good luck in my 1986 hiring of Ajit Jain. We first met on a Saturday morning, and I quickly asked Ajit what his insurance experience had been. He replied, “None.”</p><p>I said, “Nobody’s perfect,” and hired him. That was my lucky day: Ajit actually was as perfect a choice as could have been made. Better yet, he continues to be – 35 years later.</p><p>One final thought about insurance: I believe that it is likely – but far from assured – that Berkshire’s float can be maintained without our incurring a long-term underwriting loss. I am certain, however, that there will be some years when we experience such losses, perhaps involving very large sums.</p><p>Berkshire is constructed to handle catastrophic events as no other insurer – and that priority will remain long after Charlie and I are gone.</p><h2>Our Four Giants</h2><p>Through Berkshire, our shareholders own many dozens of businesses. Some of these, in turn, have a collection of subsidiaries of their own. For example, Marmon has more than 100 individual business operations, ranging from the leasing of railroad cars to the manufacture of medical devices.</p><p>• Nevertheless, operations of our “Big Four” companies account for a very large chunk of Berkshire’s value. Leading this list is our cluster of insurers. Berkshire effectively owns 100% of this group, whose massive float value we earlier described. The invested assets of these insurers are further enlarged by the extraordinary amount of capital we invest to back up their promises.</p><p>The insurance business is made to order for Berkshire. The product will never be obsolete, and sales volume will generally increase along with both economic growth and inflation. Also, integrity and capital will forever be important. Our company can and will behave well.</p><p>There are, of course, other insurers with excellent business models and prospects. Replication of Berkshire’s operation, however, would be almost impossible.</p><p>• Apple – our runner-up Giant as measured by its yearend market value – is a different sort of holding. Here, our ownership is a mere 5.55%, up from 5.39% a year earlier. That increase sounds like small potatoes. But consider that each 0.1% of Apple’s 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple’s repurchases did the job.</p><p>It’s important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports – and last year, Apple paid us $785 million of those. Yet our “share” of Apple’s earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud. Tim Cook, Apple’s brilliant CEO, quite properly regards users of Apple products as his first love, but all of his other constituencies benefit from Tim’s managerial touch as well.</p><p>• BNSF, our third Giant, continues to be the number one artery of American commerce, which makes it an indispensable asset for America as well as for Berkshire. If the many essential products BNSF carries were instead hauled by truck, America’s carbon emissions would soar.</p><p>Your railroad had record earnings of $6 billion in 2021. Here, it should be noted, we are talking about the old-fashioned sort of earnings that we favor: a figure calculated after interest, taxes, depreciation, amortization and all forms of compensation. (Our definition suggests a warning: Deceptive “adjustments” to earnings – to use a polite description – have become both more frequent and more fanciful as stocks have risen. Speaking less politely, I would say that bull markets breed bloviated bull )</p><p>BNSF trains traveled 143 million miles last year and carried 535 million tons of cargo. Both accomplishments far exceed those of any other American carrier. You can be proud of your railroad.</p><p>• BHE, our final Giant, earned a record $4 billion in 2021. That’s up more than 30-fold from the $122 million earned in 2000, the year that Berkshire first purchased a BHE stake. Now, Berkshire owns 91.1% of the company.</p><p>BHE’s record of societal accomplishment is as remarkable as its financial performance. The company had no wind or solar generation in 2000. It was then regarded simply as a relatively new and minor participant in the huge electric utility industry. Subsequently, under David Sokol’s and Greg Abel’s leadership, BHE has become a utility powerhouse (no groaning, please) and a leading force in wind, solar and transmission throughout much of the United States.</p><p>Greg’s report on these accomplishments appears on pages A-3 and A-4. The profile you will find there is not in any way one of those currently-fashionable “green-washing” stories. BHE has been faithfully detailing its plans and performance in renewables and transmissions every year since 2007.</p><p>To further review this information, visit BHE’s website at brkenergy.com. There, you will see that the company has long been making climate-conscious moves that soak up all of its earnings. More opportunities lie ahead. BHE has the management, the experience, the capital and the appetite for the huge power projects that our country needs.</p><h2>Investments</h2><p>Now let’s talk about companies we don’t control, a list that again references Apple. Below we list our fifteen largest equity holdings, several of which are selections of Berkshire’s two long-time investment managers, Todd Combs and Ted Weschler. At yearend, this valued pair had total authority in respect to $34 billion of investments, many of which do not meet the threshold value we use in the table. Also, a significant portion of the dollars that Todd and Ted manage are lodged in various pension plans of Berkshire-owned businesses, with the assets of these plans not included in this table.</p><p><img src=\"https://static.tigerbbs.com/d43587e9f59c0ff76e6c04c6bf9af324\" tg-width=\"1047\" tg-height=\"530\" referrerpolicy=\"no-referrer\"/>* This is our actual purchase price and also our tax basis.</p><p>** Held by BHE; consequently, Berkshire shareholders have only a 91.1% interest in this position.</p><p>*** Includes a $10 billion investment in Occidental Petroleum, consisting of preferred stock and warrants to buy common stock, a combination now being valued at $10.7 billion.</p><p>In addition to the footnoted Occidental holding and our various common-stock positions, Berkshire also owns a 26.6% interest in Kraft Heinz (accounted for on the “equity” method, not market value, and carried at $13.1 billion) and 38.6% of Pilot Corp., a leader in travel centers that had revenues last year of $45 billion.</p><p>Since we purchased our Pilot stake in 2017, this holding has warranted “equity” accounting treatment. Early in 2023, Berkshire will purchase an additional interest in Pilot that will raise our ownership to 80% and lead to our fully consolidating Pilot’s earnings, assets and liabilities in our financial statements.</p><h2>U.S. Treasury Bills</h2><p>Berkshire’s balance sheet includes $144 billion of cash and cash equivalents (excluding the holdings of BNSF and BHE). Of this sum, $120 billion is held in U.S. Treasury bills, all maturing in less than a year. That stake leaves Berkshire financing about 12 of 1% of the publicly-held national debt.</p><p>Charlie and I have pledged that Berkshire (along with our subsidiaries other than BNSF and BHE) will always hold more than $30 billion of cash and equivalents. We want your company to be financially impregnable and never dependent on the kindness of strangers (or even that of friends). Both of us like to sleep soundly, and we want our creditors, insurance claimants and you to do so as well.</p><h2>But $144 billion?</h2><p>That imposing sum, I assure you, is not some deranged expression of patriotism. Nor have Charlie and I lost our overwhelming preference for business ownership. Indeed, I first manifested my enthusiasm for that 80 years ago, on March 11, 1942, when I purchased three shares of Cities Services preferred stock. Their cost was $114.75 and required all of my savings. (The Dow Jones Industrial Average that day closed at 99, a fact that should scream to you: Never bet against America.)</p><p>After my initial plunge, I always kept at least 80% of my net worth in equities. My favored status throughout that period was 100% – and still is. Berkshire’s current 80%-or-so position in businesses is a consequence of my failure to find entire companies or small portions thereof (that is, marketable stocks) which meet our criteria for long- term holding.</p><p>Charlie and I have endured similar cash-heavy positions from time to time in the past. These periods are never pleasant; they are also never permanent. And, fortunately, we have had a mildly attractive alternative during 2020 and 2021 for deploying capital. Read on.</p><h2>Share Repurchases</h2><p>There are three ways that we can increase the value of your investment. The first is always front and center in our minds: Increase the long-term earning power of Berkshire’s controlled businesses through internal growth or by making acquisitions. Today, internal opportunities deliver far better returns than acquisitions. The size of those opportunities, however, is small compared to Berkshire’s resources.</p><p>Our second choice is to buy non-controlling part-interests in the many good or great businesses that are publicly traded. From time to time, such possibilities are both numerous and blatantly attractive. Today, though, we find little that excites us.</p><p>That’s largely because of a truism: Long-term interest rates that are low push the prices of all productive investments upward, whether these are stocks, apartments, farms, oil wells, whatever. Other factors influence valuations as well, but interest rates will always be important.</p><p>Our final path to value creation is to repurchase Berkshire shares. Through that simple act, we increase your share of the many controlled and non-controlled businesses Berkshire owns. When the price/value equation is right, this path is the easiest and most certain way for us to increase your wealth. (Alongside the accretion of value to continuing shareholders, a couple of other parties gain: Repurchases are modestly beneficial to the seller of the repurchased shares and to society as well.)</p><p>Periodically, as alternative paths become unattractive, repurchases make good sense for Berkshire’s owners. During the past two years, we therefore repurchased 9% of the shares that were outstanding at yearend 2019 for a total cost of $51.7 billion. That expenditure left our continuing shareholders owning about 10% more of all Berkshire businesses, whether these are wholly-owned (such as BNSF and GEICO) or partly-owned (such as Coca-Cola and Moody’s).</p><p>I want to underscore that for Berkshire repurchases to make sense, our shares must offer appropriate value. We don’t want to overpay for the shares of other companies, and it would be value-destroying if we were to overpay when we are buying Berkshire. As of February 23, 2022, since yearend we repurchased additional shares at a cost of $1.2 billion. Our appetite remains large but will always remain price-dependent.</p><p>It should be noted that Berkshire’s buyback opportunities are limited because of its high-class investor base. If our shares were heavily held by short-term speculators, both price volatility and transaction volumes would materially increase. That kind of reshaping would offer us far greater opportunities for creating value by making repurchases. Nevertheless, Charlie and I far prefer the owners we have, even though their admirable buy-and-keep attitudes limit the extent to which long-term shareholders can profit from opportunistic repurchases.</p><p>Finally, one easily-overlooked value calculation specific to Berkshire: As we’ve discussed, insurance “float” of the right sort is of great value to us. As it happens, repurchases automatically increase the amount of “float” per share. That figure has increased during the past two years by 25% – going from $79,387 per “A” share to $99,497, a meaningful gain that, as noted, owes some thanks to repurchases.</p><h2>A Wonderful Man and a Wonderful Business</h2><p>Last year, Paul Andrews died. Paul was the founder and CEO of TTI, a Fort Worth-based subsidiary of Berkshire. Throughout his life – in both his business and his personal pursuits – Paul quietly displayed all the qualities that Charlie and I admire. His story should be told.</p><p>In 1971, Paul was working as a purchasing agent for General Dynamics when the roof fell in. After losing a huge defense contract, the company fired thousands of employees, including Paul.</p><p>With his first child due soon, Paul decided to bet on himself, using $500 of his savings to found Tex-Tronics (later renamed TTI). The company set itself up to distribute small electronic components, and first-year sales totaled $112,000. Today, TTI markets more than one million different items with annual volume of $7.7 billion.</p><p>But back to 2006: Paul, at 63, then found himself happy with his family, his job, and his associates. But he had one nagging worry, heightened because he had recently witnessed a friend’s early death and the disastrous results that followed for that man’s family and business. What, Paul asked himself in 2006, would happen to the many people depending on him if he should unexpectedly die?</p><p>For a year, Paul wrestled with his options. Sell to a competitor? From a strictly economic viewpoint, that course made the most sense. After all, competitors could envision lucrative “synergies” – savings that would be achieved as the acquiror slashed duplicated functions at TTI.</p><p>But . . . Such a purchaser would most certainly also retain its CFO, its legal counsel, its HR unit. Their TTI counterparts would therefore be sent packing. And ugh! If a new distribution center were to be needed, the acquirer’s home city would certainly be favored over Fort Worth.</p><p>Whatever the financial benefits, Paul quickly concluded that selling to a competitor was not for him. He next considered seeking a financial buyer, a species once labeled – aptly so – a leveraged buyout firm. Paul knew, however, that such a purchaser would be focused on an “exit strategy.” And who could know what that would be? Brooding over it all, Paul found himself having no interest in handing his 35-year-old creation over to a reseller.</p><p>When Paul met me, he explained why he had eliminated these two alternatives as buyers. He then summed up his dilemma by saying – in far more tactful phrasing than this – “After a year of pondering the alternatives, I want to sell to Berkshire because you are the only guy left.” So, I made an offer and Paul said “Yes.” One meeting; one lunch; one deal.</p><p>To say we both lived happily ever after is an understatement. When Berkshire purchased TTI, the company employed 2,387. Now the number is 8,043. A large percentage of that growth took place in Fort Worth and environs. Earnings have increased 673%.</p><p>Annually, I would call Paul and tell him his salary should be substantially increased. Annually, he would tell me, “We can talk about that next year, Warren; I’m too busy now.”</p><p>When Greg Abel and I attended Paul’s memorial service, we met children, grandchildren, long-time associates (including TTI’s first employee) and John Roach, the former CEO of a Fort Worth company Berkshire had purchased in 2000. John had steered his friend Paul to Omaha, instinctively knowing we would be a match.</p><p>At the service, Greg and I heard about the multitudes of people and organizations that Paul had silently supported. The breadth of his generosity was extraordinary – geared always to improving the lives of others, particularly those in Fort Worth.</p><p>In all ways, Paul was a class act.</p><p>* * * * * * * * * * * *</p><p>Good luck – occasionally extraordinary luck – has played its part at Berkshire. If Paul and I had not enjoyed a mutual friend – John Roach – TTI would not have found its home with us. But that ample serving of luck was only the beginning. TTI was soon to lead Berkshire to its most important acquisition.</p><p>Every fall, Berkshire directors gather for a presentation by a few of our executives. We sometimes choose the site based upon the location of a recent acquisition, by that means allowing directors to meet the new subsidiary’s CEO and learn more about the acquiree’s activities.</p><p>In the fall of 2009, we consequently selected Fort Worth so that we could visit TTI. At that time, BNSF, which also had Fort Worth as its hometown, was the third-largest holding among our marketable equities. Despite that large stake, I had never visited the railroad’s headquarters.</p><p>Deb Bosanek, my assistant, scheduled our board’s opening dinner for October 22. Meanwhile, I arranged to arrive earlier that day to meet with Matt Rose, CEO of BNSF, whose accomplishments I had long admired. When I made the date, I had no idea that our get-together would coincide with BNSF’s third-quarter earnings report, which was released late on the 22nd.</p><p>The market reacted badly to the railroad’s results. The Great Recession was in full force in the third quarter, and BNSF’s earnings reflected that slump. The economic outlook was also bleak, and Wall Street wasn’t feeling friendly to railroads – or much else.</p><p>On the following day, I again got together with Matt and suggested that Berkshire would offer the railroad a better long-term home than it could expect as a public company. I also told him the maximum price that Berkshire would pay.</p><p>Matt relayed the offer to his directors and advisors. Eleven busy days later, Berkshire and BNSF announced a firm deal. And here I’ll venture a rare prediction: BNSF will be a key asset for Berkshire and our country a century from now.</p><p>The BNSF acquisition would never have happened if Paul Andrews hadn’t sized up Berkshire as the right home for TTI.</p><h2>Thanks</h2><p>I taught my first investing class 70 years ago. Since then, I have enjoyed working almost every year with students of all ages, finally “retiring” from that pursuit in 2018.</p><p>Along the way, my toughest audience was my grandson’s fifth-grade class. The 11-year-olds were squirming in their seats and giving me blank stares until I mentioned Coca-Cola and its famous secret formula. Instantly, every hand went up, and I learned that “secrets” are catnip to kids.</p><p>Teaching, like writing, has helped me develop and clarify my own thoughts. Charlie calls this phenomenon the orangutan effect: If you sit down with an orangutan and carefully explain to it one of your cherished ideas, you may leave behind a puzzled primate, but will yourself exit thinking more clearly.</p><p>Talking to university students is far superior. I have urged that they seek employment in (1) the field and (2) with the kind of people they would select, if they had no need for money. Economic realities, I acknowledge, may interfere with that kind of search. Even so, I urge the students never to give up the quest, for when they find that sort of job, they will no longer be “working.”</p><p>Charlie and I, ourselves, followed that liberating course after a few early stumbles. We both started as part- timers at my grandfather’s grocery store, Charlie in 1940 and I in 1942. We were each assigned boring tasks and paid little, definitely not what we had in mind. Charlie later took up law, and I tried selling securities. Job satisfaction continued to elude us.</p><p>Finally, at Berkshire, we found what we love to do. With very few exceptions, we have now “worked” for many decades with people whom we like and trust. It’s a joy in life to join with managers such as Paul Andrews or the Berkshire families I told you about last year. In our home office, we employ decent and talented people – no jerks. Turnover averages, perhaps, one person per year.</p><p>I would like, however, to emphasize a further item that turns our jobs into fun and satisfaction working</p><p>for you. There is nothing more rewarding to Charlie and me than enjoying the trust of individual long-term shareholders who, for many decades, have joined us with the expectation that we would be a reliable custodian of their funds.</p><p>Obviously, we can’t select our owners, as we could do if our form of operation were a partnership. Anyone can buy shares of Berkshire today with the intention of soon reselling them. For sure, we get a few of that type of shareholder, just as we get index funds that own huge amounts of Berkshire simply because they are required to do so.</p><p>To a truly unusual degree, however, Berkshire has as owners a very large corps of individuals and families that have elected to join us with an intent approaching “til death do us part.” Often, they have trusted us with a large – some might say excessive – portion of their savings.</p><p>Berkshire, these shareholders would sometimes acknowledge, might be far from the best selection they could have made. But they would add that Berkshire would rank high among those with which they would be most comfortable. And people who are comfortable with their investments will, on average, achieve better results than those who are motivated by ever-changing headlines, chatter and promises.</p><p>Long-term individual owners are both the “partners” Charlie and I have always sought and the ones we constantly have in mind as we make decisions at Berkshire. To them we say, “It feels good to ‘work’ for you, and you have our thanks for your trust.”</p><h2>The Annual Meeting</h2><p>Clear your calendar! Berkshire will have its annual gathering of capitalists in Omaha on Friday, April 29th through Sunday, May 1st. The details regarding the weekend are laid out on pages A-1 and A-2. Omaha eagerly awaits you, as do I.</p><p>I will end this letter with a sales pitch. “Cousin” Jimmy Buffett has designed a pontoon “party” boat that is now being manufactured by Forest River, a Berkshire subsidiary. The boat will be introduced on April 29 at our Berkshire Bazaar of Bargains. And, for two days only, shareholders will be able to purchase Jimmy’s masterpiece at a 10% discount. Your bargain-hunting chairman will be buying a boat for his family’s use. Join me.</p><p>February 26, 2022</p><p>Warren E. Buffett Chairman of the Board</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125580913","content_text":"Warren Buffett released his annual letter to Berkshire Hathaway shareholders on Saturday. The 91-year-old investing legend has been publishing the letter for over six decades and it has become required reading for investors around the world.Warren Buffett said he now considers tech giant Apple as one of the four pillars driving Berkshire Hathaway, the conglomerate of mostly old-economy businesses he’s assembled over the last five decades.In his annual letter to shareholders released on Saturday, the 91-year-old investing legend listed Apple under the heading “Our Four Giants” and even called the company the second-most important after Berkshire’s cluster of insurers, thanks to its chief executive.“Tim Cook, Apple’s brilliant CEO, quite properly regards users of Apple products as his first love, but all of his other constituencies benefit from Tim’s managerial touch as well,” the letter stated.Buffett made clear he is a fan of Cook’s stock repurchase strategy, and how it gives the conglomerate increased ownership of each dollar of the iPhone maker’s earnings without the investor having to lift a finger.“Apple – our runner-up Giant as measured by its yearend market value – is a different sort of holding. Here, our ownership is a mere 5.55%, up from 5.39% a year earlier,” Buffett said in the letter. “That increase sounds like small potatoes. But consider that each 0.1% of Apple’s 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple’s repurchases did the job.”Berkshire began buying Apple stock in 2016 under the influence of Buffett’s investing deputies Todd Combs and Ted Weschler. By mid-2018, the conglomerate accumulated 5% ownership of the iPhone maker, a stake that cost $36 billion. Today, the Apple investment is now worth more than $160 billion, taking up 40% of Berkshire’s equity portfolio.“It’s important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports – and last year, Apple paid us $785 million of those. Yet our ‘share’ of Apple’s earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud,” Buffett said.Berkshire is Apple’s largest shareholder, outside of index and exchange-traded fund providers.Buffett also credited his railroad business BNSF and energy segment BHE as two other giants of the conglomerate, which both registered record earnings in 2021.“BNSF, our third Giant, continues to be the number one artery of American commerce, which makes it an indispensable asset for America as well as for Berkshire,” Buffett said. “BHE has become a utility powerhouse and a leading force in wind, solar and transmission throughout much of the United States.”Read the full letter here：To the Shareholders of Berkshire Hathaway Inc.:Charlie Munger, my long-time partner, and I have the job of managing a portion of your savings. We are honored by your trust.Our position carries with it the responsibility to report to you what we would like to know if we were the absentee owner and you were the manager. We enjoy communicating directly with you through this annual letter, and through the annual meeting as well.Our policy is to treat all shareholders equally. Therefore, we do not hold discussions with analysts nor large institutions. Whenever possible, also, we release important communications on Saturday mornings in order to maximize the time for shareholders and the media to absorb the news before markets open on Monday.A wealth of Berkshire facts and figures are set forth in the annual 10-K that the company regularly files with the S.E.C. and that we reproduce on pages K-1 – K-119. Some shareholders will find this detail engrossing; others will simply prefer to learn what Charlie and I believe is new or interesting at Berkshire.Alas, there was little action of that sort in 2021. We did, though, make reasonable progress in increasing the intrinsic value of your shares. That task has been my primary duty for 57 years. And it will continue to be.What You OwnBerkshire owns a wide variety of businesses, some in their entirety, some only in part. The second group largely consists of marketable common stocks of major American companies. Additionally, we own a few non-U.S. equities and participate in several joint ventures or other collaborative activities.Whatever our form of ownership, our goal is to have meaningful investments in businesses with both durable economic advantages and a first-class CEO. Please note particularly that we own stocks based upon our expectations about their long-term business performance and not because we view them as vehicles for timely market moves. That point is crucial: Charlie and I are not stock-pickers; we are business-pickers.I make many mistakes. Consequently, our extensive collection of businesses includes some enterprises that have truly extraordinary economics, many others that enjoy good economic characteristics, and a few that are marginal. One advantage of our common-stock segment is that – on occasion – it becomes easy to buy pieces of wonderful businesses at wonderful prices. That shooting-fish-in-a-barrel experience is very rare in negotiated transactions and never occurs en masse. It is also far easier to exit from a mistake when it has been made in the marketable arena.Surprise, SurpriseHere are a few items about your company that often surprise even seasoned investors:• Many people perceive Berkshire as a large and somewhat strange collection of financial assets. In truth, Berkshire owns and operates more U.S.-based “infrastructure” assets – classified on our balance sheet as property, plant and equipment – than are owned and operated by any other American corporation. That supremacy has never been our goal. It has, however, become a fact.At yearend, those domestic infrastructure assets were carried on Berkshire’s balance sheet at $158 billion. That number increased last year and will continue to increase. Berkshire always will be building.• Every year, your company makes substantial federal income tax payments. In 2021, for example, we paid$3.3 billion while the U.S. Treasury reported total corporate income-tax receipts of $402 billion. Additionally, Berkshire pays substantial state and foreign taxes. “I gave at the office” is an unassailable assertion when made by Berkshire shareholders.Berkshire’s history vividly illustrates the invisible and often unrecognized financial partnership between  government and American businesses. Our tale begins early in 1955, when Berkshire Fine Spinning and Hathaway Manufacturing agreed to merge their businesses. In their requests for shareholder approval, these venerable New England textile companies expressed high hopes for the combination.The Hathaway solicitation, for example, assured its shareholders that “The combination of the resources and managements will result in one of the strongest and most efficient organizations in the textile industry.” That upbeat view was endorsed by the company’s advisor, Lehman Brothers (yes, that Lehman Brothers).I’m sure it was a joyous day in both Fall River (Berkshire) and New Bedford (Hathaway) when the union was consummated. After the bands stopped playing and the bankers went home, however, the shareholders reaped a disaster.In the nine years following the merger, Berkshire’s owners watched the company’s net worth crater from$51.4 million to $22.1 million. In part, this decline was caused by stock repurchases, ill-advised dividends and plant shutdowns. But nine years of effort by many thousands of employees delivered an operating loss as well. Berkshire’s struggles were not unusual: The New England textile industry had silently entered an extended and non-reversible death march.During the nine post-merger years, the U.S. Treasury suffered as well from Berkshire’s troubles. All told, the company paid the government only $337,359 in income tax during that period – a pathetic $100 per day.Early in 1965, things changed. Berkshire installed new management that redeployed available cash and steered essentially all earnings into a variety of good businesses, most of which remained good through the years. Coupling reinvestment of earnings with the power of compounding worked its magic, and shareholders prospered.Berkshire’s owners, it should be noted, were not the only beneficiary of that course correction. Their “silent partner,” the U.S. Treasury, proceeded to collect many tens of billions of dollars from the company in income tax payments. Remember the $100 daily? Now, Berkshire pays roughly $9 million daily to the Treasury.In fairness to our governmental partner, our shareholders should acknowledge – indeed trumpet – the fact that Berkshire’s prosperity has been fostered mightily because the company has operated in America. Our country would have done splendidly in the years since 1965 without Berkshire. Absent our American home, however, Berkshire would never have come close to becoming what it is today. When you see the flag, say thanks.• From an $8.6 million purchase of National Indemnity in 1967, Berkshire has become the world leader in insurance “float” – money we hold and can invest but that does not belong to us. Including a relatively small sum derived from life insurance, Berkshire’s total float has grown from $19 million when we entered the insurance business to $147 billion.So far, this float has cost us less than nothing. Though we have experienced a number of years when insurance losses combined with operating expenses exceeded premiums, overall we have earned a modest 55-year profit from the underwriting activities that generated our float.Of equal importance, float is very sticky. Funds attributable to our insurance operations come and go daily, but their aggregate total is immune from precipitous decline. When it comes to investing float, we can therefore think long-term.If you are not already familiar with the concept of float, I refer you to a long explanation on page A-5. To my surprise, our float increased $9 billion last year, a buildup of value that is important to Berkshire owners though is not reflected in our GAAP (“generally-accepted accounting principles”) presentation of earnings and net worth.Much of our huge value creation in insurance is attributable to Berkshire’s good luck in my 1986 hiring of Ajit Jain. We first met on a Saturday morning, and I quickly asked Ajit what his insurance experience had been. He replied, “None.”I said, “Nobody’s perfect,” and hired him. That was my lucky day: Ajit actually was as perfect a choice as could have been made. Better yet, he continues to be – 35 years later.One final thought about insurance: I believe that it is likely – but far from assured – that Berkshire’s float can be maintained without our incurring a long-term underwriting loss. I am certain, however, that there will be some years when we experience such losses, perhaps involving very large sums.Berkshire is constructed to handle catastrophic events as no other insurer – and that priority will remain long after Charlie and I are gone.Our Four GiantsThrough Berkshire, our shareholders own many dozens of businesses. Some of these, in turn, have a collection of subsidiaries of their own. For example, Marmon has more than 100 individual business operations, ranging from the leasing of railroad cars to the manufacture of medical devices.• Nevertheless, operations of our “Big Four” companies account for a very large chunk of Berkshire’s value. Leading this list is our cluster of insurers. Berkshire effectively owns 100% of this group, whose massive float value we earlier described. The invested assets of these insurers are further enlarged by the extraordinary amount of capital we invest to back up their promises.The insurance business is made to order for Berkshire. The product will never be obsolete, and sales volume will generally increase along with both economic growth and inflation. Also, integrity and capital will forever be important. Our company can and will behave well.There are, of course, other insurers with excellent business models and prospects. Replication of Berkshire’s operation, however, would be almost impossible.• Apple – our runner-up Giant as measured by its yearend market value – is a different sort of holding. Here, our ownership is a mere 5.55%, up from 5.39% a year earlier. That increase sounds like small potatoes. But consider that each 0.1% of Apple’s 2021 earnings amounted to $100 million. We spent no Berkshire funds to gain our accretion. Apple’s repurchases did the job.It’s important to understand that only dividends from Apple are counted in the GAAP earnings Berkshire reports – and last year, Apple paid us $785 million of those. Yet our “share” of Apple’s earnings amounted to a staggering $5.6 billion. Much of what the company retained was used to repurchase Apple shares, an act we applaud. Tim Cook, Apple’s brilliant CEO, quite properly regards users of Apple products as his first love, but all of his other constituencies benefit from Tim’s managerial touch as well.• BNSF, our third Giant, continues to be the number one artery of American commerce, which makes it an indispensable asset for America as well as for Berkshire. If the many essential products BNSF carries were instead hauled by truck, America’s carbon emissions would soar.Your railroad had record earnings of $6 billion in 2021. Here, it should be noted, we are talking about the old-fashioned sort of earnings that we favor: a figure calculated after interest, taxes, depreciation, amortization and all forms of compensation. (Our definition suggests a warning: Deceptive “adjustments” to earnings – to use a polite description – have become both more frequent and more fanciful as stocks have risen. Speaking less politely, I would say that bull markets breed bloviated bull )BNSF trains traveled 143 million miles last year and carried 535 million tons of cargo. Both accomplishments far exceed those of any other American carrier. You can be proud of your railroad.• BHE, our final Giant, earned a record $4 billion in 2021. That’s up more than 30-fold from the $122 million earned in 2000, the year that Berkshire first purchased a BHE stake. Now, Berkshire owns 91.1% of the company.BHE’s record of societal accomplishment is as remarkable as its financial performance. The company had no wind or solar generation in 2000. It was then regarded simply as a relatively new and minor participant in the huge electric utility industry. Subsequently, under David Sokol’s and Greg Abel’s leadership, BHE has become a utility powerhouse (no groaning, please) and a leading force in wind, solar and transmission throughout much of the United States.Greg’s report on these accomplishments appears on pages A-3 and A-4. The profile you will find there is not in any way one of those currently-fashionable “green-washing” stories. BHE has been faithfully detailing its plans and performance in renewables and transmissions every year since 2007.To further review this information, visit BHE’s website at brkenergy.com. There, you will see that the company has long been making climate-conscious moves that soak up all of its earnings. More opportunities lie ahead. BHE has the management, the experience, the capital and the appetite for the huge power projects that our country needs.InvestmentsNow let’s talk about companies we don’t control, a list that again references Apple. Below we list our fifteen largest equity holdings, several of which are selections of Berkshire’s two long-time investment managers, Todd Combs and Ted Weschler. At yearend, this valued pair had total authority in respect to $34 billion of investments, many of which do not meet the threshold value we use in the table. Also, a significant portion of the dollars that Todd and Ted manage are lodged in various pension plans of Berkshire-owned businesses, with the assets of these plans not included in this table.* This is our actual purchase price and also our tax basis.** Held by BHE; consequently, Berkshire shareholders have only a 91.1% interest in this position.*** Includes a $10 billion investment in Occidental Petroleum, consisting of preferred stock and warrants to buy common stock, a combination now being valued at $10.7 billion.In addition to the footnoted Occidental holding and our various common-stock positions, Berkshire also owns a 26.6% interest in Kraft Heinz (accounted for on the “equity” method, not market value, and carried at $13.1 billion) and 38.6% of Pilot Corp., a leader in travel centers that had revenues last year of $45 billion.Since we purchased our Pilot stake in 2017, this holding has warranted “equity” accounting treatment. Early in 2023, Berkshire will purchase an additional interest in Pilot that will raise our ownership to 80% and lead to our fully consolidating Pilot’s earnings, assets and liabilities in our financial statements.U.S. Treasury BillsBerkshire’s balance sheet includes $144 billion of cash and cash equivalents (excluding the holdings of BNSF and BHE). Of this sum, $120 billion is held in U.S. Treasury bills, all maturing in less than a year. That stake leaves Berkshire financing about 12 of 1% of the publicly-held national debt.Charlie and I have pledged that Berkshire (along with our subsidiaries other than BNSF and BHE) will always hold more than $30 billion of cash and equivalents. We want your company to be financially impregnable and never dependent on the kindness of strangers (or even that of friends). Both of us like to sleep soundly, and we want our creditors, insurance claimants and you to do so as well.But $144 billion?That imposing sum, I assure you, is not some deranged expression of patriotism. Nor have Charlie and I lost our overwhelming preference for business ownership. Indeed, I first manifested my enthusiasm for that 80 years ago, on March 11, 1942, when I purchased three shares of Cities Services preferred stock. Their cost was $114.75 and required all of my savings. (The Dow Jones Industrial Average that day closed at 99, a fact that should scream to you: Never bet against America.)After my initial plunge, I always kept at least 80% of my net worth in equities. My favored status throughout that period was 100% – and still is. Berkshire’s current 80%-or-so position in businesses is a consequence of my failure to find entire companies or small portions thereof (that is, marketable stocks) which meet our criteria for long- term holding.Charlie and I have endured similar cash-heavy positions from time to time in the past. These periods are never pleasant; they are also never permanent. And, fortunately, we have had a mildly attractive alternative during 2020 and 2021 for deploying capital. Read on.Share RepurchasesThere are three ways that we can increase the value of your investment. The first is always front and center in our minds: Increase the long-term earning power of Berkshire’s controlled businesses through internal growth or by making acquisitions. Today, internal opportunities deliver far better returns than acquisitions. The size of those opportunities, however, is small compared to Berkshire’s resources.Our second choice is to buy non-controlling part-interests in the many good or great businesses that are publicly traded. From time to time, such possibilities are both numerous and blatantly attractive. Today, though, we find little that excites us.That’s largely because of a truism: Long-term interest rates that are low push the prices of all productive investments upward, whether these are stocks, apartments, farms, oil wells, whatever. Other factors influence valuations as well, but interest rates will always be important.Our final path to value creation is to repurchase Berkshire shares. Through that simple act, we increase your share of the many controlled and non-controlled businesses Berkshire owns. When the price/value equation is right, this path is the easiest and most certain way for us to increase your wealth. (Alongside the accretion of value to continuing shareholders, a couple of other parties gain: Repurchases are modestly beneficial to the seller of the repurchased shares and to society as well.)Periodically, as alternative paths become unattractive, repurchases make good sense for Berkshire’s owners. During the past two years, we therefore repurchased 9% of the shares that were outstanding at yearend 2019 for a total cost of $51.7 billion. That expenditure left our continuing shareholders owning about 10% more of all Berkshire businesses, whether these are wholly-owned (such as BNSF and GEICO) or partly-owned (such as Coca-Cola and Moody’s).I want to underscore that for Berkshire repurchases to make sense, our shares must offer appropriate value. We don’t want to overpay for the shares of other companies, and it would be value-destroying if we were to overpay when we are buying Berkshire. As of February 23, 2022, since yearend we repurchased additional shares at a cost of $1.2 billion. Our appetite remains large but will always remain price-dependent.It should be noted that Berkshire’s buyback opportunities are limited because of its high-class investor base. If our shares were heavily held by short-term speculators, both price volatility and transaction volumes would materially increase. That kind of reshaping would offer us far greater opportunities for creating value by making repurchases. Nevertheless, Charlie and I far prefer the owners we have, even though their admirable buy-and-keep attitudes limit the extent to which long-term shareholders can profit from opportunistic repurchases.Finally, one easily-overlooked value calculation specific to Berkshire: As we’ve discussed, insurance “float” of the right sort is of great value to us. As it happens, repurchases automatically increase the amount of “float” per share. That figure has increased during the past two years by 25% – going from $79,387 per “A” share to $99,497, a meaningful gain that, as noted, owes some thanks to repurchases.A Wonderful Man and a Wonderful BusinessLast year, Paul Andrews died. Paul was the founder and CEO of TTI, a Fort Worth-based subsidiary of Berkshire. Throughout his life – in both his business and his personal pursuits – Paul quietly displayed all the qualities that Charlie and I admire. His story should be told.In 1971, Paul was working as a purchasing agent for General Dynamics when the roof fell in. After losing a huge defense contract, the company fired thousands of employees, including Paul.With his first child due soon, Paul decided to bet on himself, using $500 of his savings to found Tex-Tronics (later renamed TTI). The company set itself up to distribute small electronic components, and first-year sales totaled $112,000. Today, TTI markets more than one million different items with annual volume of $7.7 billion.But back to 2006: Paul, at 63, then found himself happy with his family, his job, and his associates. But he had one nagging worry, heightened because he had recently witnessed a friend’s early death and the disastrous results that followed for that man’s family and business. What, Paul asked himself in 2006, would happen to the many people depending on him if he should unexpectedly die?For a year, Paul wrestled with his options. Sell to a competitor? From a strictly economic viewpoint, that course made the most sense. After all, competitors could envision lucrative “synergies” – savings that would be achieved as the acquiror slashed duplicated functions at TTI.But . . . Such a purchaser would most certainly also retain its CFO, its legal counsel, its HR unit. Their TTI counterparts would therefore be sent packing. And ugh! If a new distribution center were to be needed, the acquirer’s home city would certainly be favored over Fort Worth.Whatever the financial benefits, Paul quickly concluded that selling to a competitor was not for him. He next considered seeking a financial buyer, a species once labeled – aptly so – a leveraged buyout firm. Paul knew, however, that such a purchaser would be focused on an “exit strategy.” And who could know what that would be? Brooding over it all, Paul found himself having no interest in handing his 35-year-old creation over to a reseller.When Paul met me, he explained why he had eliminated these two alternatives as buyers. He then summed up his dilemma by saying – in far more tactful phrasing than this – “After a year of pondering the alternatives, I want to sell to Berkshire because you are the only guy left.” So, I made an offer and Paul said “Yes.” One meeting; one lunch; one deal.To say we both lived happily ever after is an understatement. When Berkshire purchased TTI, the company employed 2,387. Now the number is 8,043. A large percentage of that growth took place in Fort Worth and environs. Earnings have increased 673%.Annually, I would call Paul and tell him his salary should be substantially increased. Annually, he would tell me, “We can talk about that next year, Warren; I’m too busy now.”When Greg Abel and I attended Paul’s memorial service, we met children, grandchildren, long-time associates (including TTI’s first employee) and John Roach, the former CEO of a Fort Worth company Berkshire had purchased in 2000. John had steered his friend Paul to Omaha, instinctively knowing we would be a match.At the service, Greg and I heard about the multitudes of people and organizations that Paul had silently supported. The breadth of his generosity was extraordinary – geared always to improving the lives of others, particularly those in Fort Worth.In all ways, Paul was a class act.* * * * * * * * * * * *Good luck – occasionally extraordinary luck – has played its part at Berkshire. If Paul and I had not enjoyed a mutual friend – John Roach – TTI would not have found its home with us. But that ample serving of luck was only the beginning. TTI was soon to lead Berkshire to its most important acquisition.Every fall, Berkshire directors gather for a presentation by a few of our executives. We sometimes choose the site based upon the location of a recent acquisition, by that means allowing directors to meet the new subsidiary’s CEO and learn more about the acquiree’s activities.In the fall of 2009, we consequently selected Fort Worth so that we could visit TTI. At that time, BNSF, which also had Fort Worth as its hometown, was the third-largest holding among our marketable equities. Despite that large stake, I had never visited the railroad’s headquarters.Deb Bosanek, my assistant, scheduled our board’s opening dinner for October 22. Meanwhile, I arranged to arrive earlier that day to meet with Matt Rose, CEO of BNSF, whose accomplishments I had long admired. When I made the date, I had no idea that our get-together would coincide with BNSF’s third-quarter earnings report, which was released late on the 22nd.The market reacted badly to the railroad’s results. The Great Recession was in full force in the third quarter, and BNSF’s earnings reflected that slump. The economic outlook was also bleak, and Wall Street wasn’t feeling friendly to railroads – or much else.On the following day, I again got together with Matt and suggested that Berkshire would offer the railroad a better long-term home than it could expect as a public company. I also told him the maximum price that Berkshire would pay.Matt relayed the offer to his directors and advisors. Eleven busy days later, Berkshire and BNSF announced a firm deal. And here I’ll venture a rare prediction: BNSF will be a key asset for Berkshire and our country a century from now.The BNSF acquisition would never have happened if Paul Andrews hadn’t sized up Berkshire as the right home for TTI.ThanksI taught my first investing class 70 years ago. Since then, I have enjoyed working almost every year with students of all ages, finally “retiring” from that pursuit in 2018.Along the way, my toughest audience was my grandson’s fifth-grade class. The 11-year-olds were squirming in their seats and giving me blank stares until I mentioned Coca-Cola and its famous secret formula. Instantly, every hand went up, and I learned that “secrets” are catnip to kids.Teaching, like writing, has helped me develop and clarify my own thoughts. Charlie calls this phenomenon the orangutan effect: If you sit down with an orangutan and carefully explain to it one of your cherished ideas, you may leave behind a puzzled primate, but will yourself exit thinking more clearly.Talking to university students is far superior. I have urged that they seek employment in (1) the field and (2) with the kind of people they would select, if they had no need for money. Economic realities, I acknowledge, may interfere with that kind of search. Even so, I urge the students never to give up the quest, for when they find that sort of job, they will no longer be “working.”Charlie and I, ourselves, followed that liberating course after a few early stumbles. We both started as part- timers at my grandfather’s grocery store, Charlie in 1940 and I in 1942. We were each assigned boring tasks and paid little, definitely not what we had in mind. Charlie later took up law, and I tried selling securities. Job satisfaction continued to elude us.Finally, at Berkshire, we found what we love to do. With very few exceptions, we have now “worked” for many decades with people whom we like and trust. It’s a joy in life to join with managers such as Paul Andrews or the Berkshire families I told you about last year. In our home office, we employ decent and talented people – no jerks. Turnover averages, perhaps, one person per year.I would like, however, to emphasize a further item that turns our jobs into fun and satisfaction workingfor you. There is nothing more rewarding to Charlie and me than enjoying the trust of individual long-term shareholders who, for many decades, have joined us with the expectation that we would be a reliable custodian of their funds.Obviously, we can’t select our owners, as we could do if our form of operation were a partnership. Anyone can buy shares of Berkshire today with the intention of soon reselling them. For sure, we get a few of that type of shareholder, just as we get index funds that own huge amounts of Berkshire simply because they are required to do so.To a truly unusual degree, however, Berkshire has as owners a very large corps of individuals and families that have elected to join us with an intent approaching “til death do us part.” Often, they have trusted us with a large – some might say excessive – portion of their savings.Berkshire, these shareholders would sometimes acknowledge, might be far from the best selection they could have made. But they would add that Berkshire would rank high among those with which they would be most comfortable. And people who are comfortable with their investments will, on average, achieve better results than those who are motivated by ever-changing headlines, chatter and promises.Long-term individual owners are both the “partners” Charlie and I have always sought and the ones we constantly have in mind as we make decisions at Berkshire. To them we say, “It feels good to ‘work’ for you, and you have our thanks for your trust.”The Annual MeetingClear your calendar! Berkshire will have its annual gathering of capitalists in Omaha on Friday, April 29th through Sunday, May 1st. The details regarding the weekend are laid out on pages A-1 and A-2. Omaha eagerly awaits you, as do I.I will end this letter with a sales pitch. “Cousin” Jimmy Buffett has designed a pontoon “party” boat that is now being manufactured by Forest River, a Berkshire subsidiary. The boat will be introduced on April 29 at our Berkshire Bazaar of Bargains. And, for two days only, shareholders will be able to purchase Jimmy’s masterpiece at a 10% discount. Your bargain-hunting chairman will be buying a boat for his family’s use. Join me.February 26, 2022Warren E. Buffett Chairman of the Board","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091484992,"gmtCreate":1643931170336,"gmtModify":1676533871954,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091484992","repostId":"2208313515","repostType":4,"repost":{"id":"2208313515","kind":"news","pubTimestamp":1643930038,"share":"https://ttm.financial/m/news/2208313515?lang=&edition=fundamental","pubTime":"2022-02-04 07:13","market":"us","language":"en","title":"Snap Recovers from Apple Privacy Changes, Shares Surge 56%","url":"https://stock-news.laohu8.com/highlight/detail?id=2208313515","media":"Reuters","summary":"(Reuters) -Snap Inc on Thursday said its advertising business bounced back from the effects of Apple","content":"<html><head></head><body><p>(Reuters) -<a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> on Thursday said its advertising business bounced back from the effects of <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>&#39;s privacy changes faster than it expected, and shares of the company skyrocketed 56% as it provided a first quarter outlook that surpassed analyst estimates.</p><p><img src=\"https://static.tigerbbs.com/e83235adc1dc50ed69a4fb87f6647399\" tg-width=\"880\" tg-height=\"636\" referrerpolicy=\"no-referrer\"/></p><p>The results were good news for a tech sector hammered since yesterday on gloomy outlooks and concern that Apple&#39;s privacy updates, which were introduced last year and allow users to prevent apps from tracking their online activity for advertising purposes, would hurt ad revenue.</p><p>Snap forecast first-quarter revenue between $1.03 billion to $1.08 billion, and daily active users to be between 328 million to 330 million. The guidance for both metrics surpassed analyst estimates, according to IBES data from Refinitiv.</p><p>Digital pinboard company <a href=\"https://laohu8.com/S/PINS\">Pinterest Inc</a> also reported higher-than-expected revenue on Thursday and its shares rose 20%.</p><p>The earnings reports from both Snap and Pinterest contrast with that of Facebook owner <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc, whose shares fell 26% on Thursday in what could be the largest single-day wipeout in market value for a U.S. company, a day after it said the impact from Apple&#39;s privacy changes could be &#34;in the order of $10 billion&#34; this year.</p><p>Meta said the Apple updates hurt advertisers&#39; ability to target ads to potential customers and measure the effectiveness of ads.</p><p>A large portion of Snap&#39;s advertisers began using new ad measurement tools by the end of the fourth quarter, and parts of Snap&#39;s advertising business began to recover from the Apple changes &#34;quicker than we anticipated,&#34; said Snap Chief Financial Officer Derek Andersen, in prepared remarks released ahead of the earnings call with analysts.</p><p>However, global supply chain disruptions and labor shortages hurt advertising demand from consumer packaged goods and restaurant brands, he added.</p><p>Snap&#39;s revenue for the fourth quarter ended Dec. 31 was $1.3 billion, an increase of 42% from the prior-year quarter. The figure beat analyst expectations of $1.2 billion, according to IBES data from Refinitiv.</p><p>Daily active users on Snapchat rose 20% year-over-year to 319 million, beating consensus estimates of 316.5 million.</p><p>Snap still has a long runway for growth compared to larger tech rivals. It has developed a strategy to attract new users across Latin America, Europe and Asia. Meta reported Wednesday that Facebook has 2.91 billion monthly users globally, which showed no growth compared with the previous quarter.</p><p>Snap also reported its first quarter of positive net income since its initial public offering, with earnings of $22.5 million in the fourth quarter, compared with a net loss of $113 million in the prior-year quarter.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Snap Recovers from Apple Privacy Changes, Shares Surge 56%</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\">\nSnap Recovers from Apple Privacy Changes, Shares Surge 56%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-04 07:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/snap-current-quarter-outlook-beats-211914168.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) -Snap Inc on Thursday said its advertising business bounced back from the effects of Apple Inc's privacy changes faster than it expected, and shares of the company skyrocketed 56% as it ...</p>\n\n<a href=\"https://finance.yahoo.com/news/snap-current-quarter-outlook-beats-211914168.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","AAPL":"苹果","BK4501":"段永平概念","BK4505":"高瓴资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","SNAP":"Snap Inc","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://finance.yahoo.com/news/snap-current-quarter-outlook-beats-211914168.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2208313515","content_text":"(Reuters) -Snap Inc on Thursday said its advertising business bounced back from the effects of Apple Inc's privacy changes faster than it expected, and shares of the company skyrocketed 56% as it provided a first quarter outlook that surpassed analyst estimates.The results were good news for a tech sector hammered since yesterday on gloomy outlooks and concern that Apple's privacy updates, which were introduced last year and allow users to prevent apps from tracking their online activity for advertising purposes, would hurt ad revenue.Snap forecast first-quarter revenue between $1.03 billion to $1.08 billion, and daily active users to be between 328 million to 330 million. The guidance for both metrics surpassed analyst estimates, according to IBES data from Refinitiv.Digital pinboard company Pinterest Inc also reported higher-than-expected revenue on Thursday and its shares rose 20%.The earnings reports from both Snap and Pinterest contrast with that of Facebook owner Meta Platforms Inc, whose shares fell 26% on Thursday in what could be the largest single-day wipeout in market value for a U.S. company, a day after it said the impact from Apple's privacy changes could be \"in the order of $10 billion\" this year.Meta said the Apple updates hurt advertisers' ability to target ads to potential customers and measure the effectiveness of ads.A large portion of Snap's advertisers began using new ad measurement tools by the end of the fourth quarter, and parts of Snap's advertising business began to recover from the Apple changes \"quicker than we anticipated,\" said Snap Chief Financial Officer Derek Andersen, in prepared remarks released ahead of the earnings call with analysts.However, global supply chain disruptions and labor shortages hurt advertising demand from consumer packaged goods and restaurant brands, he added.Snap's revenue for the fourth quarter ended Dec. 31 was $1.3 billion, an increase of 42% from the prior-year quarter. The figure beat analyst expectations of $1.2 billion, according to IBES data from Refinitiv.Daily active users on Snapchat rose 20% year-over-year to 319 million, beating consensus estimates of 316.5 million.Snap still has a long runway for growth compared to larger tech rivals. It has developed a strategy to attract new users across Latin America, Europe and Asia. Meta reported Wednesday that Facebook has 2.91 billion monthly users globally, which showed no growth compared with the previous quarter.Snap also reported its first quarter of positive net income since its initial public offering, with earnings of $22.5 million in the fourth quarter, compared with a net loss of $113 million in the prior-year quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090866021,"gmtCreate":1643153170984,"gmtModify":1676533778751,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090866021","repostId":"2206103855","repostType":4,"repost":{"id":"2206103855","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1643151600,"share":"https://ttm.financial/m/news/2206103855?lang=&edition=fundamental","pubTime":"2022-01-26 07:00","market":"us","language":"en","title":"Wall Street Ends down as Markets Whipsaw Ahead of Fed Meeting","url":"https://stock-news.laohu8.com/highlight/detail?id=2206103855","media":"Reuters","summary":"* Microsoft gains in after-hours trading after results* American Express, IBM rise on strong earning","content":"<html><head></head><body><p>* Microsoft gains in after-hours trading after results</p><p>* American Express, IBM rise on strong earnings</p><p>* Indexes down: Dow 0.19%, S&amp;P 1.22%, Nasdaq 2.28%</p><p>NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market&#39;s churn.</p><p>In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&amp;P 500 flirted once again with confirming a correction.</p><p>All three major U.S. stock indexes closed lower.</p><p>If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.</p><p>&#34;We’re floating along this arbitrary 10% line, and investors are asking. &#39;Is it time to protect my capital by selling or is it time to buy the dip?&#39;,&#34; said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. &#34;And between yesterday with downward and upward movement you have this battle between the two.&#34;</p><p>The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.</p><p>The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&amp;P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.</p><p>The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting&#39;s conclusion, along with Chairman Jerome Powell&#39;s subsequent Q&amp;A session, for clarity regarding the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;Certainly, the economic data of late shows some weakening,&#34; Martin added. &#34;You would think there might be a more dovish message from the Fed.&#34;</p><p>Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.</p><p>Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.</p><p>Energy was the top gainer among the 11 major sectors in the S&amp;P 500, with tech shares suffering the largest percentage decline.</p><p>The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&amp;P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.</p><p>Analysts now see aggregate S&amp;P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.</p><p>General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.</p><p>IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.</p><p>American Express exceeded fourth-quarter profit estimates, sending the consumer credit company&#39;s stock up 8.9%, while Johnson &amp; Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.</p><p>Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.</p><p>Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends down as Markets Whipsaw Ahead of Fed Meeting</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends down as Markets Whipsaw Ahead of Fed Meeting\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\">2022-01-26 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Microsoft gains in after-hours trading after results</p><p>* American Express, IBM rise on strong earnings</p><p>* Indexes down: Dow 0.19%, S&amp;P 1.22%, Nasdaq 2.28%</p><p>NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market&#39;s churn.</p><p>In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&amp;P 500 flirted once again with confirming a correction.</p><p>All three major U.S. stock indexes closed lower.</p><p>If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.</p><p>&#34;We’re floating along this arbitrary 10% line, and investors are asking. &#39;Is it time to protect my capital by selling or is it time to buy the dip?&#39;,&#34; said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. &#34;And between yesterday with downward and upward movement you have this battle between the two.&#34;</p><p>The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.</p><p>The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&amp;P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.</p><p>The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting&#39;s conclusion, along with Chairman Jerome Powell&#39;s subsequent Q&amp;A session, for clarity regarding the central bank&#39;s timeline for hiking key interest rates to combat inflation.</p><p>&#34;Certainly, the economic data of late shows some weakening,&#34; Martin added. &#34;You would think there might be a more dovish message from the Fed.&#34;</p><p>Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.</p><p>Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.</p><p>Energy was the top gainer among the 11 major sectors in the S&amp;P 500, with tech shares suffering the largest percentage decline.</p><p>The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&amp;P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.</p><p>Analysts now see aggregate S&amp;P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.</p><p>General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.</p><p>IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.</p><p>American Express exceeded fourth-quarter profit estimates, sending the consumer credit company&#39;s stock up 8.9%, while Johnson &amp; Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.</p><p>Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.</p><p>Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4097":"系统软件","BK4504":"桥水持仓","SPY":"标普500ETF","BK4548":"巴美列捷福持仓","BK4516":"特朗普概念","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IBM":"IBM","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)",".DJI":"道琼斯","BK4566":"资本集团","BK4525":"远程办公概念",".IXIC":"NASDAQ Composite","FOMC":"FOMO CORP.","BK4535":"淡马锡持仓","BK4077":"互动媒体与服务","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算",".SPX":"S&P 500 Index","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4134":"信息科技咨询与其它服务","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206103855","content_text":"* Microsoft gains in after-hours trading after results* American Express, IBM rise on strong earnings* Indexes down: Dow 0.19%, S&P 1.22%, Nasdaq 2.28%NEW YORK, Jan 25 (Reuters) - U.S. stocks gyrated in afternoon trading to close lower with interest rate sensitive tech stocks weighing most heavily as uncertainties surrounding an increasingly hawkish Federal Reserve and rising geopolitical tensions contributed to the market's churn.In a pattern similar to Monday, U.S. stocks whipsawed between steep losses and modest gains. Equities ended well off session lows, where the S&P 500 flirted once again with confirming a correction.All three major U.S. stock indexes closed lower.If the bellwether index closed 10% or more below its record high reached on Jan 3, it would have confirmed it entered a correction on that date. It ended the session 9.2% below that level.\"We’re floating along this arbitrary 10% line, and investors are asking. 'Is it time to protect my capital by selling or is it time to buy the dip?',\" said Tom Martin, senior portfolio manager at GLOBALT in Atlanta. \"And between yesterday with downward and upward movement you have this battle between the two.\"The CBOE Market Volatility index closed at its highest level since Jan. 29, 2021.The Dow Jones Industrial Average fell 66.77 points, or 0.19%, to 34,297.73, the S&P 500 lost 53.68 points, or 1.22%, to 4,356.45 and the Nasdaq Composite dropped 315.83 points, or 2.28%, to 13,539.30.The members of the Federal Open Markets Committee (FOMC) convened on Tuesday for their two-day monetary policy meeting. Market participants on Wednesday will scrutinize the statement at the meeting's conclusion, along with Chairman Jerome Powell's subsequent Q&A session, for clarity regarding the central bank's timeline for hiking key interest rates to combat inflation.\"Certainly, the economic data of late shows some weakening,\" Martin added. \"You would think there might be a more dovish message from the Fed.\"Geopolitical tensions are adding to investor uncertainty, with NATO putting forces on standby and the United States putting troops on heightened alert in response to a buildup of Russian forces along Ukraine border.Those tensions prompted a rise in crude oil prices on concerns over tightening supply  , which in turn gave energy companies    a solid boost.Energy was the top gainer among the 11 major sectors in the S&P 500, with tech shares suffering the largest percentage decline.The fourth-quarter reporting season is in full-stride, with 79 of the companies in the S&P 500 having reported. Of those, 81% have delivered better-than-expected results, according to Refinitiv. But there have been notable misses, such as Netflix.Analysts now see aggregate S&P 500 earnings growth of 24.1% for the October-December period, per Refinitiv.General Electric Co fell 6.0% after the industrial conglomerate, weighed down by global supply disruptions, reported a decline quarterly revenue.IBM advanced 5.7% after the IT giant beat quarterly Wall Street estimates on strength in its cloud and consulting businesses.American Express exceeded fourth-quarter profit estimates, sending the consumer credit company's stock up 8.9%, while Johnson & Johnson gained 2.9% after reporting it expects a jump of as much as 46% in 2022 vaccine sales.Shares of Microsoft climbed 3% after plunging 6% at one point in extended trading after the software maker reported its quarterly results.Declining issues outnumbered advancing ones on the NYSE by a 1.34-to-1 ratio; on Nasdaq, a 1.53-to-1 ratio favored decliners.The S&P 500 posted seven new 52-week highs and four new lows; the Nasdaq Composite recorded 19 new highs and 134 new lows.Volume on U.S. exchanges was 13.13 billion shares, compared with the 11.23 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004399083,"gmtCreate":1642498123652,"gmtModify":1676533715682,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004399083","repostId":"1171899317","repostType":4,"repost":{"id":"1171899317","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642497670,"share":"https://ttm.financial/m/news/1171899317?lang=&edition=fundamental","pubTime":"2022-01-18 17:21","market":"us","language":"en","title":"Glaxosmithkline Shares Climbed 3% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1171899317","media":"Tiger Newspress","summary":"GlaxoSmithKline shares climbed 3% in premarket trading as Unilever to weigh raising offer for Glaxo ","content":"<html><head></head><body><p>GlaxoSmithKline shares climbed 3% in premarket trading as Unilever to weigh raising offer for Glaxo consumer unit.</p><p><img src=\"https://static.tigerbbs.com/3f5b3eef43e21843d31c01a7d6f631e1\" tg-width=\"843\" tg-height=\"616\" referrerpolicy=\"no-referrer\"/></p><p>Unilever Plc has held talks with banks about additional financing for a potential sweetened offer for GlaxoSmithKline Plc’s consumer products division, according to people familiar with the matter.</p><p>Some financial firms have discussed lending enough for a bid higher than 50 billion pounds ($68 billion) -- the latest of three offers Glaxo has rejected for a bundle of brands including Advil painkiller and Sensodyne toothpaste.</p><p>Unilever hasn’t made a final decision on using the firepower, said the people, who requested anonymity as they aren’t allowed to speak publicly. The owner of Ben &amp; Jerry’s ice cream and Dove soap could eventually sell some non-core assets from the Glaxo portfolio to buyers including private equity firms, which could help fund an acquisition, the people said.</p><p>Glaxo over the weekend said it had rejected Unilever’s offers as too low after the U.K. consumer-products company confirmed its approach. The drugmaker said it’s sticking with plans to spin off the portfolio of brands.</p><p>Representatives for Unilever and Glaxo declined to comment.</p><p><b>Growth Prospects</b></p><p>Glaxo’s board is open to proposals but the latest bid late last year was not within a range the company would consider, the people said. The pharma giant talked up growth prospects for the unit, formed through a combination of its consumer labels with those of Pfizer Inc., which retains a minority stake.</p><p>A takeover would be one of the largest globally in the past twelve months, and would come at a time when merger and acquisition activity is at an all-time high. It would also be Unilever’s biggest-ever deal, advancing Chief Executive Officer Alan Jope’s ambition to execute bigger and bolder acquisitions to reshape the company’s roster of labels.</p><p>Shortly after taking the helm in 2019, Jope signaled that the company was ready to progress past the tamer takeover strategy of former CEO Paul Polman, who had focused on incremental deals in fast-growing sectors such as male grooming and home care.</p><p>Jope’s three-year tenure has been mired in distractions and misfires that have held back the company’s stock. Fundsmith founder Terry Smith, one of Unilever’s top 15 shareholders, last week said the company had “lost the plot” with a focus on burnishing its sustainability credentials at the expense of financial performance.</p><p>Last year’s decision by Ben &amp; Jerry’s to stop selling ice cream in Israeli settlements in the occupied Palestinian territories prompted several U.S. states to divest their stakes in Unilever. A planned sale of personal-care brands including Q-Tips and Tigi hair products was shelved in 2021 after failing to drum up interest. The company also had to settle for a sale of its tea operations to private-equity firm <a href=\"https://laohu8.com/S/CVC.AU\">CVC</a> Capital Partners after talking up prospects for an initial public offering.</p><p><b>Pandemic Effect</b></p><p>Some of Unilever’s woes have been outside of Jope’s control. In his first year as CEO, he warned that sales growth would fall short of expectations because of economic setbacks in Latin America. In 2020, the Covid-19 pandemic generated strong demand for the company’s soaps but dented revenue at its food-service division. Unilever now faces the risk of consumers defecting to discounted labels as it raises prices to counter inflation.</p><p>The shares are trading at a lower level than in 2017, when Polman rejected an unsolicited $143 billion offer from Kraft Heinz Co. Although Jope consolidated Unilever in the U.K., ending a cumbersome Anglo-Dutch legal structure in an effort to facilitate more transformational deals, his first public attempt at a high-profile takeover has so far come up short.</p><p>Glaxo is also under pressure from shareholders, including activist fund Elliott Investment Management LP, which has urged the drugmaker to consider a sale rather than a spinoff of the consumer brands. The pharma company has trailed rivals such as AstraZeneca Plc in developing new treatments.</p><p>Glaxo has said it expects sales at the business to increase by 4% to 6% in the medium term, which is faster than the growth rate at Unilever’s personal care division. With Jope’s interest now out in the open, other bidders could emerge.</p><p>Guiseppe Bivona, co-founder of Bluebell Partners, an activist hedge fund with a stake in Glaxo, called Unilever’s bid “encouraging.” “It’s a great asset and there should be broad interest in it,” he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Glaxosmithkline Shares Climbed 3% in Premarket Trading</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\">\nGlaxosmithkline Shares Climbed 3% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-18 17:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>GlaxoSmithKline shares climbed 3% in premarket trading as Unilever to weigh raising offer for Glaxo consumer unit.</p><p><img src=\"https://static.tigerbbs.com/3f5b3eef43e21843d31c01a7d6f631e1\" tg-width=\"843\" tg-height=\"616\" referrerpolicy=\"no-referrer\"/></p><p>Unilever Plc has held talks with banks about additional financing for a potential sweetened offer for GlaxoSmithKline Plc’s consumer products division, according to people familiar with the matter.</p><p>Some financial firms have discussed lending enough for a bid higher than 50 billion pounds ($68 billion) -- the latest of three offers Glaxo has rejected for a bundle of brands including Advil painkiller and Sensodyne toothpaste.</p><p>Unilever hasn’t made a final decision on using the firepower, said the people, who requested anonymity as they aren’t allowed to speak publicly. The owner of Ben &amp; Jerry’s ice cream and Dove soap could eventually sell some non-core assets from the Glaxo portfolio to buyers including private equity firms, which could help fund an acquisition, the people said.</p><p>Glaxo over the weekend said it had rejected Unilever’s offers as too low after the U.K. consumer-products company confirmed its approach. The drugmaker said it’s sticking with plans to spin off the portfolio of brands.</p><p>Representatives for Unilever and Glaxo declined to comment.</p><p><b>Growth Prospects</b></p><p>Glaxo’s board is open to proposals but the latest bid late last year was not within a range the company would consider, the people said. The pharma giant talked up growth prospects for the unit, formed through a combination of its consumer labels with those of Pfizer Inc., which retains a minority stake.</p><p>A takeover would be one of the largest globally in the past twelve months, and would come at a time when merger and acquisition activity is at an all-time high. It would also be Unilever’s biggest-ever deal, advancing Chief Executive Officer Alan Jope’s ambition to execute bigger and bolder acquisitions to reshape the company’s roster of labels.</p><p>Shortly after taking the helm in 2019, Jope signaled that the company was ready to progress past the tamer takeover strategy of former CEO Paul Polman, who had focused on incremental deals in fast-growing sectors such as male grooming and home care.</p><p>Jope’s three-year tenure has been mired in distractions and misfires that have held back the company’s stock. Fundsmith founder Terry Smith, one of Unilever’s top 15 shareholders, last week said the company had “lost the plot” with a focus on burnishing its sustainability credentials at the expense of financial performance.</p><p>Last year’s decision by Ben &amp; Jerry’s to stop selling ice cream in Israeli settlements in the occupied Palestinian territories prompted several U.S. states to divest their stakes in Unilever. A planned sale of personal-care brands including Q-Tips and Tigi hair products was shelved in 2021 after failing to drum up interest. The company also had to settle for a sale of its tea operations to private-equity firm <a href=\"https://laohu8.com/S/CVC.AU\">CVC</a> Capital Partners after talking up prospects for an initial public offering.</p><p><b>Pandemic Effect</b></p><p>Some of Unilever’s woes have been outside of Jope’s control. In his first year as CEO, he warned that sales growth would fall short of expectations because of economic setbacks in Latin America. In 2020, the Covid-19 pandemic generated strong demand for the company’s soaps but dented revenue at its food-service division. Unilever now faces the risk of consumers defecting to discounted labels as it raises prices to counter inflation.</p><p>The shares are trading at a lower level than in 2017, when Polman rejected an unsolicited $143 billion offer from Kraft Heinz Co. Although Jope consolidated Unilever in the U.K., ending a cumbersome Anglo-Dutch legal structure in an effort to facilitate more transformational deals, his first public attempt at a high-profile takeover has so far come up short.</p><p>Glaxo is also under pressure from shareholders, including activist fund Elliott Investment Management LP, which has urged the drugmaker to consider a sale rather than a spinoff of the consumer brands. The pharma company has trailed rivals such as AstraZeneca Plc in developing new treatments.</p><p>Glaxo has said it expects sales at the business to increase by 4% to 6% in the medium term, which is faster than the growth rate at Unilever’s personal care division. With Jope’s interest now out in the open, other bidders could emerge.</p><p>Guiseppe Bivona, co-founder of Bluebell Partners, an activist hedge fund with a stake in Glaxo, called Unilever’s bid “encouraging.” “It’s a great asset and there should be broad interest in it,” he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GSK":"葛兰素史克"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171899317","content_text":"GlaxoSmithKline shares climbed 3% in premarket trading as Unilever to weigh raising offer for Glaxo consumer unit.Unilever Plc has held talks with banks about additional financing for a potential sweetened offer for GlaxoSmithKline Plc’s consumer products division, according to people familiar with the matter.Some financial firms have discussed lending enough for a bid higher than 50 billion pounds ($68 billion) -- the latest of three offers Glaxo has rejected for a bundle of brands including Advil painkiller and Sensodyne toothpaste.Unilever hasn’t made a final decision on using the firepower, said the people, who requested anonymity as they aren’t allowed to speak publicly. The owner of Ben & Jerry’s ice cream and Dove soap could eventually sell some non-core assets from the Glaxo portfolio to buyers including private equity firms, which could help fund an acquisition, the people said.Glaxo over the weekend said it had rejected Unilever’s offers as too low after the U.K. consumer-products company confirmed its approach. The drugmaker said it’s sticking with plans to spin off the portfolio of brands.Representatives for Unilever and Glaxo declined to comment.Growth ProspectsGlaxo’s board is open to proposals but the latest bid late last year was not within a range the company would consider, the people said. The pharma giant talked up growth prospects for the unit, formed through a combination of its consumer labels with those of Pfizer Inc., which retains a minority stake.A takeover would be one of the largest globally in the past twelve months, and would come at a time when merger and acquisition activity is at an all-time high. It would also be Unilever’s biggest-ever deal, advancing Chief Executive Officer Alan Jope’s ambition to execute bigger and bolder acquisitions to reshape the company’s roster of labels.Shortly after taking the helm in 2019, Jope signaled that the company was ready to progress past the tamer takeover strategy of former CEO Paul Polman, who had focused on incremental deals in fast-growing sectors such as male grooming and home care.Jope’s three-year tenure has been mired in distractions and misfires that have held back the company’s stock. Fundsmith founder Terry Smith, one of Unilever’s top 15 shareholders, last week said the company had “lost the plot” with a focus on burnishing its sustainability credentials at the expense of financial performance.Last year’s decision by Ben & Jerry’s to stop selling ice cream in Israeli settlements in the occupied Palestinian territories prompted several U.S. states to divest their stakes in Unilever. A planned sale of personal-care brands including Q-Tips and Tigi hair products was shelved in 2021 after failing to drum up interest. The company also had to settle for a sale of its tea operations to private-equity firm CVC Capital Partners after talking up prospects for an initial public offering.Pandemic EffectSome of Unilever’s woes have been outside of Jope’s control. In his first year as CEO, he warned that sales growth would fall short of expectations because of economic setbacks in Latin America. In 2020, the Covid-19 pandemic generated strong demand for the company’s soaps but dented revenue at its food-service division. Unilever now faces the risk of consumers defecting to discounted labels as it raises prices to counter inflation.The shares are trading at a lower level than in 2017, when Polman rejected an unsolicited $143 billion offer from Kraft Heinz Co. Although Jope consolidated Unilever in the U.K., ending a cumbersome Anglo-Dutch legal structure in an effort to facilitate more transformational deals, his first public attempt at a high-profile takeover has so far come up short.Glaxo is also under pressure from shareholders, including activist fund Elliott Investment Management LP, which has urged the drugmaker to consider a sale rather than a spinoff of the consumer brands. The pharma company has trailed rivals such as AstraZeneca Plc in developing new treatments.Glaxo has said it expects sales at the business to increase by 4% to 6% in the medium term, which is faster than the growth rate at Unilever’s personal care division. With Jope’s interest now out in the open, other bidders could emerge.Guiseppe Bivona, co-founder of Bluebell Partners, an activist hedge fund with a stake in Glaxo, called Unilever’s bid “encouraging.” “It’s a great asset and there should be broad interest in it,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884553821,"gmtCreate":1631921653963,"gmtModify":1676530668477,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/884553821","repostId":"1169272492","repostType":4,"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830133790,"gmtCreate":1629025193610,"gmtModify":1676529912780,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Tesla","listText":"Tesla","text":"Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/830133790","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://ttm.financial/m/news/1127633167?lang=&edition=fundamental","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p>\n<p>The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock&nbsp;that returns 10 times what you paid for it.</p>\n<p>Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified&nbsp;in a&nbsp;<i>Barron’s</i>&nbsp;cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p>\n<p>Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p>\n<p>Many investors are happy to stick with large, well-known compounders, such as&nbsp;Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and&nbsp;Eli Lilly(LLY).</p>\n<p><i>Barron’s</i>&nbsp;sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p>\n<p>Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p>\n<table>\n <thead>\n  <tr>\n   <th>Company / Ticker</th>\n   <th>Recent Price</th>\n   <th>YTD Change</th>\n   <th>2021E P/E</th>\n   <th>2021E Price/Sales</th>\n   <th>2022E P/E</th>\n   <th>2022E Price/Sales</th>\n   <th>LT Growth Rate*</th>\n   <th>Market Value (bil)</th>\n   <th>Comment</th>\n  </tr>\n </thead>\n <tbody>\n  <tr>\n   <td>Amedysis / AMED</td>\n   <td>$185.15</td>\n   <td>-37%</td>\n   <td>30.2</td>\n   <td>2.7</td>\n   <td>27.7</td>\n   <td>2.4</td>\n   <td>10.5%</td>\n   <td>$6.3</td>\n   <td>Leader in home health care</td>\n  </tr>\n  <tr>\n   <td>Amyris / AMRS</td>\n   <td>13.64</td>\n   <td>121</td>\n   <td>NM</td>\n   <td>10.4</td>\n   <td>NM</td>\n   <td>9.7</td>\n   <td>NA</td>\n   <td>4.1</td>\n   <td>Leading company in synthetic biology</td>\n  </tr>\n  <tr>\n   <td>Booz Allen Hamilton Holding / BAH</td>\n   <td>81.73</td>\n   <td>-6</td>\n   <td>19.4</td>\n   <td>1.3</td>\n   <td>17.7</td>\n   <td>1.2</td>\n   <td>8.6</td>\n   <td>11.0</td>\n   <td>Defense-department consultant</td>\n  </tr>\n  <tr>\n   <td>J.B. Hunt Transport Services / JBHT</td>\n   <td>172.76</td>\n   <td>26</td>\n   <td>25.8</td>\n   <td>1.5</td>\n   <td>22.2</td>\n   <td>1.4</td>\n   <td>18.4</td>\n   <td>18.2</td>\n   <td>Strong in intermodal freight</td>\n  </tr>\n  <tr>\n   <td>Marriott Vacations Worldwide / VAC</td>\n   <td>147.15</td>\n   <td>7</td>\n   <td>40.9</td>\n   <td>1.6</td>\n   <td>15.7</td>\n   <td>1.4</td>\n   <td>NA</td>\n   <td>6.3</td>\n   <td>Top company in vacation timeshares</td>\n  </tr>\n  <tr>\n   <td>SiteOne Landscape Supply / SITE</td>\n   <td>197.10</td>\n   <td>24</td>\n   <td>45.7</td>\n   <td>2.6</td>\n   <td>43.5</td>\n   <td>2.5</td>\n   <td>19.3</td>\n   <td>8.8</td>\n   <td>Big supplier of landscaping supplies</td>\n  </tr>\n  <tr>\n   <td>Staar Surgical / STAA</td>\n   <td>138.19</td>\n   <td>74</td>\n   <td>192.3</td>\n   <td>28.6</td>\n   <td>140.8</td>\n   <td>22.5</td>\n   <td>30.0</td>\n   <td>6.6</td>\n   <td>Maker of implantable lens for myopia</td>\n  </tr>\n  <tr>\n   <td>Stitch Fix / SFIX</td>\n   <td>44.38</td>\n   <td>-24</td>\n   <td>NM</td>\n   <td>1.9</td>\n   <td>1890.3</td>\n   <td>1.7</td>\n   <td>30.0</td>\n   <td>4.8</td>\n   <td>Data-driven subscription clothing firm</td>\n  </tr>\n  <tr>\n   <td>Trex / TREX</td>\n   <td>105.94</td>\n   <td>27</td>\n   <td>51.9</td>\n   <td>10.5</td>\n   <td>43.6</td>\n   <td>9.3</td>\n   <td>18.8</td>\n   <td>12.2</td>\n   <td>Top maker of synthetic wood decking</td>\n  </tr>\n  <tr>\n   <td>Upwork / UPWK</td>\n   <td>44.31</td>\n   <td>28</td>\n   <td>NM</td>\n   <td>11.4</td>\n   <td>556.8</td>\n   <td>9.2</td>\n   <td>NA</td>\n   <td>5.7</td>\n   <td>Online clearinghouse for free-lancers</td>\n  </tr>\n </tbody>\n</table>\n<p>E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p>\n<p>Source: FactSet</p>\n<p>Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p>\n<p>“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p>\n<p>Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p>\n<p>Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p>\n<p>Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p>\n<p><i>Barron’s</i>&nbsp;wrote&nbsp;favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p>\n<p>“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p>\n<p>Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p>\n<p>“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p>\n<p>J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the&nbsp;Barron’s Roundtable.</p>\n<p>J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p>\n<p>Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p>\n<p>Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p>\n<p>“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p>\n<p>The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p>\n<p>SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p>\n<p></p>\n<p>“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p>\n<p>The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p>\n<p>Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p>\n<p>“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p>\n<p>Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p>\n<p>At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p>\n<p>Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p>\n<p>“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p>\n<p>Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p>\n<p>Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p>\n<p>Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p>\n<p>T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p>\n<p>Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p>\n<p>The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p>\n<p>The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p>\n<p>“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p>","source":"lsy1601382232898","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>These 10 Standout Stocks Could Be the Next Amazon</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\">\nThese 10 Standout Stocks Could Be the Next Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 11:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMED":"阿米斯医疗","TREX":"Trex Co Inc","SITE":"SiteOne Landscape Supply, Inc.","STAA":"STAAR Surgical Company","VAC":"万豪度假环球","UPWK":"Upwork Inc.","BAH":"博思艾伦咨询公司","SFIX":"Stitch Fix Inc.","AMRS":"阿米瑞斯","JBHT":"JB Hunt运输服务"},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085204671,"gmtCreate":1650699616330,"gmtModify":1676534779682,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085204671","repostId":"2229168533","repostType":4,"repost":{"id":"2229168533","kind":"highlight","pubTimestamp":1650672182,"share":"https://ttm.financial/m/news/2229168533?lang=&edition=fundamental","pubTime":"2022-04-23 08:03","market":"us","language":"en","title":"Got $1,000? 5 Buffett Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2229168533","media":"Motley Fool","summary":"These industry leaders have Buffett's stamp of approval and are on track for more big wins.","content":"<html><head></head><body><p>If you owned a $1,000 stake in <b>Berkshire Hathaway</b> when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment conglomerate now has a market capitalization of roughly $771 billion and stands as the one of the world&#39;s largest companies, and The Oracle of Omaha&#39;s ability to identify promising businesses worth holding long term has played a big role in getting there.</p><p>While Berkshire&#39;s massive market cap suggests its most explosive days of growth are likely in the past, an incredible performance and top-tier management and analyst teams suggest it can still pay to look to the company for investing inspiration. Read on for a look at five top stocks in the Berkshire Hathaway portfolio that are worth buying today and holding for the long haul.</p><h2>1. Amazon</h2><p>Even with current holdings worth roughly $1.8 billion, <b>Amazon</b> ranks as just the 21st-largest overall stock holding in Berkshire&#39;s portfolio. The investment conglomerate first purchased the e-commerce and cloud computing giant&#39;s stock in 2019, and you can be sure that Buffett regrets not investing in the multi-industry innovator sooner. The famously successful investor went so far as to describe himself as &#34;an idiot&#34; for not buying shares at an earlier stage.</p><p>With gains of roughly 21,680% over the last 20 years, it&#39;s not hard to imagine why The Oracle of Omaha is frustrated about taking some time to see the light on Amazon, but the company will likely continue serving up more strong performance over the long term. Amazon&#39;s e-commerce and cloud businesses still have incredible runways for expansion, and these pillars give it the flexibility to pursue wins in other emerging technology and service trends.</p><h2>2. <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p>While the Oracle of Omaha is best known as a value investing guru, that doesn&#39;t mean that he and the Berkshire team don&#39;t sometimes see great value in highly growth-dependent stocks. <b>Snowflake</b> provides a data-warehousing platform that can be used to combine and analyze information from Amazon, <b>Alphabet</b>, and <b>Microsoft</b>&#39;s respective cloud platforms, and surging demand for its services is translating to rapid business expansion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c49e19db0c82953682aa96a1284927d\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Snowflake.</span></p><p>Based on its forward price-to-sales multiple of approximately 30.5, it could be argued that Snowflake is the most &#34;expensive&#34; stock in the Berkshire portfolio. On the other hand, it has a very favorable growth outlook, and I wouldn&#39;t be surprised at all if it winds up being one of the investment conglomerate&#39;s best-performing stocks over the next decade.</p><h2>3. Verizon</h2><p>With the largest wireless network in the U.S., highly rated service, and strong customer loyalty, <b>Verizon</b> stands to be one of the biggest beneficiaries in the next-generation network technologies in the telecom industry. 5G is paving the way for upload and download speeds that absolutely trounce what&#39;s possible on 4G LTE in even the most ideal circumstances, and this big leap forward in network technology will make a wide range of new technologies and services possible.</p><p>Verizon&#39;s business is already a free-cash-flow-generating machine, and that allows it to return substantial cash to shareholders in the form of dividends. The company&#39;s payout currently yields roughly 4.7%, and the stock looks cheap trading at roughly 10 times this year&#39;s expected earnings.</p><h2>4. Bank of America</h2><p>Berkshire Hathaway&#39;s holdings in <b>Bank of America</b> stock are currently worth roughly $45 billion and account for more than 13% of its overall stock portfolio. The banking giant is Berkshire&#39;s second-largest overall stock holding and its biggest investment in the financials industry by a wide margin.</p><p>There will always be a need for banking and financial services, and Bank of America&#39;s incredible scale gives it an edge in the space. Bank of America also pays a dividend that currently yields roughly 2.1%. Even better, the company has been raising its payout at a rapid clip over the last decade, and there&#39;s a good chance that investors can look forward to more payout growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cba5f4053d34276169cf8dc0ea2f575\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>BAC Dividend data by YCharts</span></p><h2>5. Apple</h2><p>Buffett has said that <b>Apple</b> is probably the best business he knows, and a quick look at the Berkshire Hathaway portfolio makes it clear he has a high level of conviction on that call. The tech company stands as the single largest stock holding in Berkshire&#39;s portfolio, representing roughly 46% of its total stock holdings.</p><p>Apple has the world&#39;s most valuable brand in the consumer electronics space, and that advantage has allowed the company to generate far more profits from mobile, computer, and wearable hardware sales than its competitors. The tech giant has also built a powerful software and services ecosystem that&#39;s helping to power new growth stages for the company.</p><p>With a market capitalization of roughly $2.73 trillion, Apple stands as the most valuable company in the world and could have a harder time delivering relative growth going forward. However, the company&#39;s core hardware and software businesses continue to look very strong, and it has the potential to score massive wins in augmented reality, smart cars, and other potentially revolutionary trends.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Got $1,000? 5 Buffett Stocks to Buy and Hold Forever</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\">\nGot $1,000? 5 Buffett Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 08:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you owned a $1,000 stake in Berkshire Hathaway when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4561":"索罗斯持仓","BRK.B":"伯克希尔B","BK4505":"高瓴资本持仓","AAPL":"苹果","BK4581":"高盛持仓","BK4504":"桥水持仓","BRK.A":"伯克希尔","BK4512":"苹果概念","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","SNOW":"Snowflake","BK4176":"多领域控股","BK4516":"特朗普概念","BK4528":"SaaS概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","AMZN":"亚马逊","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","VZ":"威瑞森","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4501":"段永平概念","BK4116":"互联网服务与基础架构","BK4579":"人工智能","ORCL":"甲骨文","BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BAC":"美国银行","BK4574":"无人驾驶","BK4122":"互联网与直销零售","BK4207":"综合性银行","BK4573":"虚拟现实"},"source_url":"https://www.fool.com/investing/2022/04/22/got-1000-5-buffett-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2229168533","content_text":"If you owned a $1,000 stake in Berkshire Hathaway when Warren Buffett assumed control of the company back in May of 1965, that position would be worth more than $27.5 million today. The investment conglomerate now has a market capitalization of roughly $771 billion and stands as the one of the world's largest companies, and The Oracle of Omaha's ability to identify promising businesses worth holding long term has played a big role in getting there.While Berkshire's massive market cap suggests its most explosive days of growth are likely in the past, an incredible performance and top-tier management and analyst teams suggest it can still pay to look to the company for investing inspiration. Read on for a look at five top stocks in the Berkshire Hathaway portfolio that are worth buying today and holding for the long haul.1. AmazonEven with current holdings worth roughly $1.8 billion, Amazon ranks as just the 21st-largest overall stock holding in Berkshire's portfolio. The investment conglomerate first purchased the e-commerce and cloud computing giant's stock in 2019, and you can be sure that Buffett regrets not investing in the multi-industry innovator sooner. The famously successful investor went so far as to describe himself as \"an idiot\" for not buying shares at an earlier stage.With gains of roughly 21,680% over the last 20 years, it's not hard to imagine why The Oracle of Omaha is frustrated about taking some time to see the light on Amazon, but the company will likely continue serving up more strong performance over the long term. Amazon's e-commerce and cloud businesses still have incredible runways for expansion, and these pillars give it the flexibility to pursue wins in other emerging technology and service trends.2. SnowflakeWhile the Oracle of Omaha is best known as a value investing guru, that doesn't mean that he and the Berkshire team don't sometimes see great value in highly growth-dependent stocks. Snowflake provides a data-warehousing platform that can be used to combine and analyze information from Amazon, Alphabet, and Microsoft's respective cloud platforms, and surging demand for its services is translating to rapid business expansion.Image source: Snowflake.Based on its forward price-to-sales multiple of approximately 30.5, it could be argued that Snowflake is the most \"expensive\" stock in the Berkshire portfolio. On the other hand, it has a very favorable growth outlook, and I wouldn't be surprised at all if it winds up being one of the investment conglomerate's best-performing stocks over the next decade.3. VerizonWith the largest wireless network in the U.S., highly rated service, and strong customer loyalty, Verizon stands to be one of the biggest beneficiaries in the next-generation network technologies in the telecom industry. 5G is paving the way for upload and download speeds that absolutely trounce what's possible on 4G LTE in even the most ideal circumstances, and this big leap forward in network technology will make a wide range of new technologies and services possible.Verizon's business is already a free-cash-flow-generating machine, and that allows it to return substantial cash to shareholders in the form of dividends. The company's payout currently yields roughly 4.7%, and the stock looks cheap trading at roughly 10 times this year's expected earnings.4. Bank of AmericaBerkshire Hathaway's holdings in Bank of America stock are currently worth roughly $45 billion and account for more than 13% of its overall stock portfolio. The banking giant is Berkshire's second-largest overall stock holding and its biggest investment in the financials industry by a wide margin.There will always be a need for banking and financial services, and Bank of America's incredible scale gives it an edge in the space. Bank of America also pays a dividend that currently yields roughly 2.1%. Even better, the company has been raising its payout at a rapid clip over the last decade, and there's a good chance that investors can look forward to more payout growth.BAC Dividend data by YCharts5. AppleBuffett has said that Apple is probably the best business he knows, and a quick look at the Berkshire Hathaway portfolio makes it clear he has a high level of conviction on that call. The tech company stands as the single largest stock holding in Berkshire's portfolio, representing roughly 46% of its total stock holdings.Apple has the world's most valuable brand in the consumer electronics space, and that advantage has allowed the company to generate far more profits from mobile, computer, and wearable hardware sales than its competitors. The tech giant has also built a powerful software and services ecosystem that's helping to power new growth stages for the company.With a market capitalization of roughly $2.73 trillion, Apple stands as the most valuable company in the world and could have a harder time delivering relative growth going forward. However, the company's core hardware and software businesses continue to look very strong, and it has the potential to score massive wins in augmented reality, smart cars, and other potentially revolutionary trends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031293164,"gmtCreate":1646571127580,"gmtModify":1676534140272,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031293164","repostId":"2217746440","repostType":4,"repost":{"id":"2217746440","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1646435363,"share":"https://ttm.financial/m/news/2217746440?lang=&edition=fundamental","pubTime":"2022-03-05 07:09","market":"us","language":"en","title":"US STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data","url":"https://stock-news.laohu8.com/highlight/detail?id=2217746440","media":"Reuters","summary":"Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.Most of the 11 major S&P sector indexes decl","content":"<html><head></head><body><p>Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.</p><p>Most of the 11 major S&amp;P sector indexes declined, with financials leading the way with a 2% drop as investors worried about how the West&#39;s sanctions against Moscow may affect the international financial system.</p><p>The S&amp;P 500 banks index fell 3.35%, bringing its loss for the week to nearly 9%, its worst weekly decline since June 2020.</p><p>Equities globally were weaker, with safe-haven assets in demand after Russian forces seized Europe&#39;s biggest nuclear power plant in what Washington called a reckless assault that risked catastrophe.</p><p>The Labor Department&#39;s closely watched employment report showed jobs grew by a more than expected 678,000 last month and that the unemployment rate fell to 3.8%, the lowest since February 2020.</p><p>&#34;Three or four weeks ago, we would have thought that this is an incredibly important number. But given the backdrop and the overall events that are happening in Europe, it&#39;s just not,&#34; said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>&#34;The potential for escalation in the hot war, the potential for a growth impact in Europe and more broadly, and knock-on effects on the commodity channel and inflation are taking up all of investors&#39; time and energy,&#34; Hill said.</p><p>Amazon.com Inc , Apple Inc, Google owner-Alphabet Inc and Microsoft Corp all lost more than 1%.</p><p>The crisis in Ukraine boosted energy stocks as crude prices and other commodities rallied on the back of sanctions against Russia, a major oil producer. The S&amp;P 500 energy sector jumped 2.85% and gained about 9% for the week.</p><p>Richly valued growth stocks have faced the brunt of the recent selloff, with the S&amp;P 500 growth index    down 1.3% on Friday. The value index    declined 0.3%.</p><p>The Dow Jones Industrial Average fell 0.53% to end at 33,614.8 points, while the S&amp;P 500    lost 0.79% to 4,328.87.</p><p>The Nasdaq Composite dropped 1.66% to 13,313.44.</p><p>For the week, the S&amp;P 500 and Dow both fell 1.3%, while the Nasdaq gave up 2.8%.</p><p>Federal Reserve Chair Jerome Powell said this week he would support a 25-basis-point interest rate increase at the central bank&#39;s March 15-16 policy meeting and would be &#34;prepared to move more aggressively&#34; later if inflation does not abate as fast as expected.</p><p>Soaring commodity prices have raised fears of even greater inflation, which could prompt the Fed to hike interest rates more aggressively.</p><p>Shares of WW International, formerly Weight Watchers, dropped over 8% after the Federal Trade Commission said the company &#34;illegally&#34; collected personal information from children without parental permission.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 27 new lows; the Nasdaq Composite recorded 44 new highs and 406 new lows.</p><p>Volume on U.S. exchanges was 13.9 billion shares, compared to a 20-day average of 12.6 billion, according to Refinitiv data.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data</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 STOCKS-Wall Street Ends down as Ukraine Fears Eclipse Solid Jobs Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-05 07:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.</p><p>Most of the 11 major S&amp;P sector indexes declined, with financials leading the way with a 2% drop as investors worried about how the West&#39;s sanctions against Moscow may affect the international financial system.</p><p>The S&amp;P 500 banks index fell 3.35%, bringing its loss for the week to nearly 9%, its worst weekly decline since June 2020.</p><p>Equities globally were weaker, with safe-haven assets in demand after Russian forces seized Europe&#39;s biggest nuclear power plant in what Washington called a reckless assault that risked catastrophe.</p><p>The Labor Department&#39;s closely watched employment report showed jobs grew by a more than expected 678,000 last month and that the unemployment rate fell to 3.8%, the lowest since February 2020.</p><p>&#34;Three or four weeks ago, we would have thought that this is an incredibly important number. But given the backdrop and the overall events that are happening in Europe, it&#39;s just not,&#34; said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>&#34;The potential for escalation in the hot war, the potential for a growth impact in Europe and more broadly, and knock-on effects on the commodity channel and inflation are taking up all of investors&#39; time and energy,&#34; Hill said.</p><p>Amazon.com Inc , Apple Inc, Google owner-Alphabet Inc and Microsoft Corp all lost more than 1%.</p><p>The crisis in Ukraine boosted energy stocks as crude prices and other commodities rallied on the back of sanctions against Russia, a major oil producer. The S&amp;P 500 energy sector jumped 2.85% and gained about 9% for the week.</p><p>Richly valued growth stocks have faced the brunt of the recent selloff, with the S&amp;P 500 growth index    down 1.3% on Friday. The value index    declined 0.3%.</p><p>The Dow Jones Industrial Average fell 0.53% to end at 33,614.8 points, while the S&amp;P 500    lost 0.79% to 4,328.87.</p><p>The Nasdaq Composite dropped 1.66% to 13,313.44.</p><p>For the week, the S&amp;P 500 and Dow both fell 1.3%, while the Nasdaq gave up 2.8%.</p><p>Federal Reserve Chair Jerome Powell said this week he would support a 25-basis-point interest rate increase at the central bank&#39;s March 15-16 policy meeting and would be &#34;prepared to move more aggressively&#34; later if inflation does not abate as fast as expected.</p><p>Soaring commodity prices have raised fears of even greater inflation, which could prompt the Fed to hike interest rates more aggressively.</p><p>Shares of WW International, formerly Weight Watchers, dropped over 8% after the Federal Trade Commission said the company &#34;illegally&#34; collected personal information from children without parental permission.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 38 new 52-week highs and 27 new lows; the Nasdaq Composite recorded 44 new highs and 406 new lows.</p><p>Volume on U.S. exchanges was 13.9 billion shares, compared to a 20-day average of 12.6 billion, according to Refinitiv data.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","CGEM":"Cullinan Therapeutics","BK4514":"搜索引擎","SPY":"标普500ETF","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","DXD":"道指两倍做空ETF","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","SANA":"Sana Biotechnology, Inc.","BK4553":"喜马拉雅资本持仓","QID":"纳指两倍做空ETF","BK4534":"瑞士信贷持仓","DJX":"1/100道琼斯","BK4139":"生物科技","DDM":"道指两倍做多ETF","BK4576":"AR","BK4007":"制药","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","OEX":"标普100","BK4525":"远程办公概念","BK4566":"资本集团","BK4196":"保健护理服务","SH":"标普500反向ETF","IVV":"标普500指数ETF","DOG":"道指反向ETF","BK4082":"医疗保健设备","BK4559":"巴菲特持仓","BK4527":"明星科技股",".SPX":"S&P 500 Index","BK4538":"云计算","BK4077":"互动媒体与服务","BK4579":"人工智能","QLD":"纳指两倍做多ETF","UPRO":"三倍做多标普500ETF","BK4503":"景林资产持仓","BK4574":"无人驾驶","SSO":"两倍做多标普500ETF","GOOGL":"谷歌A","LABP":"Landos Biopharma, Inc.","BK4573":"虚拟现实","BK4561":"索罗斯持仓","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217746440","content_text":"Wall Street ended lower on Friday as the war in Ukraine overshadowed an acceleration in U.S. jobs growth last month that pointed to strength in the economy.Most of the 11 major S&P sector indexes declined, with financials leading the way with a 2% drop as investors worried about how the West's sanctions against Moscow may affect the international financial system.The S&P 500 banks index fell 3.35%, bringing its loss for the week to nearly 9%, its worst weekly decline since June 2020.Equities globally were weaker, with safe-haven assets in demand after Russian forces seized Europe's biggest nuclear power plant in what Washington called a reckless assault that risked catastrophe.The Labor Department's closely watched employment report showed jobs grew by a more than expected 678,000 last month and that the unemployment rate fell to 3.8%, the lowest since February 2020.\"Three or four weeks ago, we would have thought that this is an incredibly important number. But given the backdrop and the overall events that are happening in Europe, it's just not,\" said Zachary Hill, head of portfolio management at Horizon Investments in Charlotte.\"The potential for escalation in the hot war, the potential for a growth impact in Europe and more broadly, and knock-on effects on the commodity channel and inflation are taking up all of investors' time and energy,\" Hill said.Amazon.com Inc , Apple Inc, Google owner-Alphabet Inc and Microsoft Corp all lost more than 1%.The crisis in Ukraine boosted energy stocks as crude prices and other commodities rallied on the back of sanctions against Russia, a major oil producer. The S&P 500 energy sector jumped 2.85% and gained about 9% for the week.Richly valued growth stocks have faced the brunt of the recent selloff, with the S&P 500 growth index    down 1.3% on Friday. The value index    declined 0.3%.The Dow Jones Industrial Average fell 0.53% to end at 33,614.8 points, while the S&P 500    lost 0.79% to 4,328.87.The Nasdaq Composite dropped 1.66% to 13,313.44.For the week, the S&P 500 and Dow both fell 1.3%, while the Nasdaq gave up 2.8%.Federal Reserve Chair Jerome Powell said this week he would support a 25-basis-point interest rate increase at the central bank's March 15-16 policy meeting and would be \"prepared to move more aggressively\" later if inflation does not abate as fast as expected.Soaring commodity prices have raised fears of even greater inflation, which could prompt the Fed to hike interest rates more aggressively.Shares of WW International, formerly Weight Watchers, dropped over 8% after the Federal Trade Commission said the company \"illegally\" collected personal information from children without parental permission.Declining issues outnumbered advancing ones on the NYSE by a 2.12-to-1 ratio; on Nasdaq, a 2.70-to-1 ratio favored decliners.The S&P 500 posted 38 new 52-week highs and 27 new lows; the Nasdaq Composite recorded 44 new highs and 406 new lows.Volume on U.S. exchanges was 13.9 billion shares, compared to a 20-day average of 12.6 billion, according to Refinitiv data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030345212,"gmtCreate":1645656451581,"gmtModify":1676534048794,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030345212","repostId":"1129667124","repostType":4,"repost":{"id":"1129667124","kind":"news","pubTimestamp":1645629938,"share":"https://ttm.financial/m/news/1129667124?lang=&edition=fundamental","pubTime":"2022-02-23 23:25","market":"us","language":"en","title":"7 Semiconductor Stocks Smart Investors Will Buy Before They Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=1129667124","media":"InvestorPlace","summary":"When the Covid-19 pandemic hit, semiconductor stocks were on fire. The pandemic caused an economic e","content":"<html><head></head><body><p>When the Covid-19 pandemic hit, semiconductor stocks were on fire. The pandemic caused an economic effect that led to unprecedented demand for electronic devices of all sorts, most of which require semiconductors to function.</p><p>Demand for goods and services was up across many industries, including computers, cars and cell phones. The semiconductor industry has been through a lot, but it’s now entering an even more challenging phase.</p><p>The complex geopolitical landscape is one of the many challenges businesses face in an ever-changing world. The conflict between China and Taiwan, rising tensions over trade agreements with other countries such as America and China (to name just two), can have devastating effects on any business that relies heavily upon those supplies for their success — which includes almost every company out there.</p><p>In addition, demand for semiconductor chips is extremely high. And there is no way the industry can keep up with it at this stage. Estimates vary when the companies in the sector will get ahold of the situation. However, it is certainly weighing down sentiment.</p><p>The tech downturn has been a big hit on the semiconductor sector. But that has also created opportunities in the industry as prices fall, making it more attractive to enter into a stock before it takes off again.</p><ul><li><a href=\"https://laohu8.com/S/INTC\">Intel </a></li><li><a href=\"https://laohu8.com/S/TXN\">Texas Instruments </a></li><li><a href=\"https://laohu8.com/S/UMC\">United Microelectronics </a></li><li><a href=\"https://laohu8.com/S/ADI\">Analog Devices </a></li><li><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a></li><li><a href=\"https://laohu8.com/S/CAMT\">Camtek </a></li><li><a href=\"https://laohu8.com/S/AMBA\">Ambarella </a></li></ul><p>Semiconductor Stocks: <a href=\"https://laohu8.com/S/INTC\">Intel </a></p><p><img src=\"https://static.tigerbbs.com/2a476824c0b463d6539cda4c42b5fbed\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Sundry Photography / Shutterstock.com</p><p>Intel is a chipmaker that has been around for just over half a century. It has been leading the world in technology since its inception.</p><p>Intel is among the world’s largest semiconductor manufacturers and one of the top five global PC makers. Intel is one of the best semiconductor stocks based on its exposure to the industry. Several other factors make it one of the most compelling investments available.</p><p>The company’s main business is making chips for PCs/servers and selling them. The industry stagnated for several years. However, the pandemic brought it back to life. People have bought machines to work or study, which has provided better business for the company.</p><p>Alongside its efforts in the semiconductor space, Intel has invested in many other businesses over the years, including Mobileye. This operating unit is expected to generate a profit for Intel this year.</p><p>Overall, Intel is one of the biggest computer chip manufacturers globally. It is also one of the cheapest blue-chip stocks out there, trading at just 13.8 times forward price-to-earnings.</p><p>The history of the organization, its strong earnings profile and robust outlook mean INTC stock is a great one for your portfolio. If you add a dividend yield of 3% and a cheap valuation, the stock becomes a must-have among semiconductor stocks.</p><ul><li><a href=\"https://laohu8.com/S/TXN\">Texas Instruments </a></li></ul><p><img src=\"https://static.tigerbbs.com/07fbddee75f70311148ab2158b8ac510\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Katherine Welles / Shutterstock.com</p><p>Texas Instruments is the world’s leading supplier of semiconductors. The company provides cutting-edge technology that helps keep our lives more efficient and connected than ever before, from chipsets for cell phones to televisions. It was founded in 1951 by Cecil H. Green, a professor of electrical engineering at the University of Texas at Austin.</p><p>Texas Instruments recently announced its earnings and ramped up investments in new equipment. This caused a volatile reaction in the market, with traders making corresponding moves.</p><p>In order to maintain its dominance in the analog semiconductor space, TXN will have lower free cash flow and dividend growth for now.</p><p>Texas Instrumentsreported fourth-quarter revenueof $4.83 billion, net income of $2.14 billion, and earnings-per-share of $2.27. Revenue went up substantially, fueled by strong demand in industrial and automotive markets. Analog revenue grew by 20% and Embedded Processing grew by 6% year-over-year.</p><p>The company is continuously showing its strength, with cash flow from operations reaching $8.8 billion for the year and free cash flow at 34% of revenue. This demonstrates the quality of its products in its 300 mm production batches as well its efficient manufacturing strategy, which has been paying off during these tense times.</p><p>The company expects revenue of between $4.5 billion and $4.9 billion and EPS to be between $2.01 and $2.29.</p><p>Apart from its strong financials, Texas Instruments is also a strong income play.In the wordsof Rich Templeton, TXN’s chairman, president, and CEO, “We returned $4.4 billion to owners in 2021 through dividends and stock repurchases. For the year, our dividend represented 62% of free cash flow, underscoring its sustainability.”</p><ul><li><a href=\"https://laohu8.com/S/UMC\">United Microelectronics </a></li></ul><p><img src=\"https://static.tigerbbs.com/61d09420c58361884c58a7c79f3e3464\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Ascannio via shutterstock</p><p>United Microelectronics Corporation is a global leader in the manufacture of advanced microelectronics and also provides related services such as design, contract manufacturing or verification. The company has expanded across Asia and the U.S. with many locations. It’s also a semicodunctor foundry, which means that it provides many chips for small businesses to purchase.</p><p>The semiconductor super-cycle has been occurring since companies are building more chips to meet a sudden and sustained demand. Under these circumstances, the company can profit from its strong standing in the industry. Semiconductor capital expenditures are surging. UMC is positioned to be a winner because it provides basic foundry operations with other related services such as circuit design, assembly and testing.</p><p>United Microelectronics Corporation is a company that made headlines last year during the worst of the semiconductor supply crunch. The company could get advance payments from its customers, mostly composed of auto manufacturers and other high-profile clients, for the service engagement with UMC’s services.</p><p>The rise of UMC has given it a competitive edge as it continues to increase efficiency and leverage its investments. In addition, the company has a dividend yield of 2.9% and is trading at just 9.7 times forward P/E. All of this makes it a great pick among semiconductor stocks.</p><ul><li><a href=\"https://laohu8.com/S/ADI\">Analog Devices </a></li></ul><p><img src=\"https://static.tigerbbs.com/9261505421712e4c69bc6ac86a8a1234\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: jejim / Shutterstock.com</p><p>Analog Devices has been around for over 50 years and is leading in data conversion, signal processing technology and power management systems. It provides solutions to customers worldwide for products ranging from commercial television broadcast transmitters to medical equipment monitors.</p><p>Analog can maintain its market leadership because it has a diverse product line against competition and technological obsolescence. It also helps Analog companies reach a wider audience for their products and services. Connected cars and the “internet of things” are often talked about in the ongoing tech-focused discussions. Remote monitoring is also becoming a big part of workplace technology, and it can help you with security. All of these trends will act as tailwinds for Analog Devices.</p><p>ADI recently announced earnings that exceeded Wall Street expectations. The company made $280 million in its first quarter, continuing to meet its expectations. Furthermore, ADI says it had 53 cents per share, while its profit after taxes was $1.94 per share. Finally, ADI announced $2.68 in revenue, which also exceeded analyst estimates.</p><p>Analog Devices is predicting earnings will be betweem $1.97 to $2.27 per-share for this quarter with revenue ranging from $2.7 billion to just under $3 billion.</p><p>ADI has paid a sustainable dividend for 18 years, which keeps its stock price stable. The cash flow mostly funds dividends that hold the stock price high.</p><ul><li><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices </a></li></ul><p><img src=\"https://static.tigerbbs.com/db3b302426942bcf7c26fe6084f9f3af\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Ascannio/Shutterstock</p><p>Advanced Micro Devices is a major global semiconductor company that specializes in manufacturing. It also offers a range of software, including x86-64 compatible 64-bit computing and graphics technologies that power AMD’s Ryzen Threadripper processors.</p><p>AMD beat its earnings estimates and guidance in Q4 and has a strong outlook for 2022. In 2021, AMD saw its sales increase by 68% and its gross margin increase by over three percentage points from last year. AMD’s stock has been rising lately, and so has its processor sales.</p><p>AMD recently released new chips with a significant increase in performance, allowing them to challenge Intel as the No. 1 computer chip supplier. It is also buying Xilinx to better compete with Intel.</p><p>Furthermore, the company produces chips specifically for the cloud andvideo gamesectors. AMD’s Lisa Susays that growth in demandfor console upgrades is surpassing “all prior generations.” That makes this is a key segment to watch.</p><p>AMD said that it has been spending $1 billion in the current year on securing long-term supplies. AMD suggests that it will be able to grow without too much of a problem in 2022, which is encouraging news considering the worldwide chip shortage that is happening now.</p><p>The semiconductor company set a revenue goal of $21.5 billion for 2022, ahead of analyst expectations of $19.3 billion. This would be a 31% increase over 2021′s sales, thanks to the launch of Ryzen and Vega products this year.</p><p>AMDexpects to have $5 billion in salesin the first quarter. Most of the sales will come from servers and computers due to AMD’s success with processors. All of these numbers help it feature prominently on this list of semiconductor stocks to buy.</p><ul><li><a href=\"https://laohu8.com/S/CAMT\">Camtek </a></li></ul><p><img src=\"https://static.tigerbbs.com/9c49393d562fe6d525c454b0cf317ae6\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Pavel Kapysh via shutterstock</p><p>Camtek is a world leader in designing and manufacturing metrology equipment for advanced packaging, memory CMOS image sensors and RF technologies. The company offers dedicated solutions that help improve yield rates while driving down production costs across all industries. In other words, Camtek’s products are essential tools used by companies throughout their entire supply chain.</p><p>With the need for more semiconductors continuing, it’s no surprise that there are plans to build many new plants. This part of the value chain isn’t exactly glamorous but it is integral in getting these projects off their feet and ramped up quickly enough before producing anything valuable or selling any products.</p><p>Camtek has traditionally been one of the top companies in the market, and it saw a53% increase in its revenue in its latest quarterly results. GAAP operating income was $19.3 million while non-GAAP operating income was $20.9 million, providing a margin of 26% and 28.2%, respectively. Operating cash flow of $21.5 million is a strong figure to close out the quarter.</p><p>The company reported record annual revenues of $269.7 million, an increase of 73% compared to the previous year. Record GAAP operating income of $70.9 million, non-GAAP operating income of $76.7 million and 28.4% operating margins, respectively. These are high levels in contrast to the average found throughout most companies.</p><ul><li><a href=\"https://laohu8.com/S/AMBA\">Ambarella </a></li></ul><p><img src=\"https://static.tigerbbs.com/1ed3656e39cfd8d1d437bc81892fd96e\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Sundry Photography / Shutterstock.com</p><p>You need to look at the semiconductor industry in general when assessing how well a company has scaled to success. The best thing you can do is to invest in a company with a diversified business model. Some of this appeal comes from niche players.</p><p>Still, some want a more specific focus as Ambarella does — its chips are designed for low power and high definition video compression applications, which it markets under an established brand name.</p><p>Think of the numerous ways that Ambarella’s technology is used in today’s world. Products such as <b>Alphabet’s</b>(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) Google Nest and <b>GoPro</b>(NASDAQ:<b><u>GPRO</u></b>) cameras have successfully implemented this chip into their respective products, showing us just how quickly things can change if we let them.</p><p>Due to threats of interest rate hikes, growth stocks are not doing so well. But that doesn’t mean the time is right to bail on this one. Ambarella is a company that specializes in creating semiconductor solutions for the automotive industry. They make up the core of the car’s “brain” and provide software to help cars learn and react to their environment.</p><p>Considering the breadth of its services and use cases, this is a stock that you need to have in your portfolio.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Semiconductor Stocks Smart Investors Will Buy Before They Rebound</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Semiconductor Stocks Smart Investors Will Buy Before They Rebound\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/7-semiconductor-stocks-smart-investors-will-buy-before-they-rebound/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When the Covid-19 pandemic hit, semiconductor stocks were on fire. The pandemic caused an economic effect that led to unprecedented demand for electronic devices of all sorts, most of which require ...</p>\n\n<a href=\"https://investorplace.com/2022/02/7-semiconductor-stocks-smart-investors-will-buy-before-they-rebound/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UMC":"联电","CAMT":"康特科技","AMBA":"安霸","TXN":"德州仪器","INTC":"英特尔","ADI":"亚德诺","AMD":"美国超微公司"},"source_url":"https://investorplace.com/2022/02/7-semiconductor-stocks-smart-investors-will-buy-before-they-rebound/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129667124","content_text":"When the Covid-19 pandemic hit, semiconductor stocks were on fire. The pandemic caused an economic effect that led to unprecedented demand for electronic devices of all sorts, most of which require semiconductors to function.Demand for goods and services was up across many industries, including computers, cars and cell phones. The semiconductor industry has been through a lot, but it’s now entering an even more challenging phase.The complex geopolitical landscape is one of the many challenges businesses face in an ever-changing world. The conflict between China and Taiwan, rising tensions over trade agreements with other countries such as America and China (to name just two), can have devastating effects on any business that relies heavily upon those supplies for their success — which includes almost every company out there.In addition, demand for semiconductor chips is extremely high. And there is no way the industry can keep up with it at this stage. Estimates vary when the companies in the sector will get ahold of the situation. However, it is certainly weighing down sentiment.The tech downturn has been a big hit on the semiconductor sector. But that has also created opportunities in the industry as prices fall, making it more attractive to enter into a stock before it takes off again.Intel Texas Instruments United Microelectronics Analog Devices Advanced Micro Devices Camtek Ambarella Semiconductor Stocks: Intel Source: Sundry Photography / Shutterstock.comIntel is a chipmaker that has been around for just over half a century. It has been leading the world in technology since its inception.Intel is among the world’s largest semiconductor manufacturers and one of the top five global PC makers. Intel is one of the best semiconductor stocks based on its exposure to the industry. Several other factors make it one of the most compelling investments available.The company’s main business is making chips for PCs/servers and selling them. The industry stagnated for several years. However, the pandemic brought it back to life. People have bought machines to work or study, which has provided better business for the company.Alongside its efforts in the semiconductor space, Intel has invested in many other businesses over the years, including Mobileye. This operating unit is expected to generate a profit for Intel this year.Overall, Intel is one of the biggest computer chip manufacturers globally. It is also one of the cheapest blue-chip stocks out there, trading at just 13.8 times forward price-to-earnings.The history of the organization, its strong earnings profile and robust outlook mean INTC stock is a great one for your portfolio. If you add a dividend yield of 3% and a cheap valuation, the stock becomes a must-have among semiconductor stocks.Texas Instruments Source: Katherine Welles / Shutterstock.comTexas Instruments is the world’s leading supplier of semiconductors. The company provides cutting-edge technology that helps keep our lives more efficient and connected than ever before, from chipsets for cell phones to televisions. It was founded in 1951 by Cecil H. Green, a professor of electrical engineering at the University of Texas at Austin.Texas Instruments recently announced its earnings and ramped up investments in new equipment. This caused a volatile reaction in the market, with traders making corresponding moves.In order to maintain its dominance in the analog semiconductor space, TXN will have lower free cash flow and dividend growth for now.Texas Instrumentsreported fourth-quarter revenueof $4.83 billion, net income of $2.14 billion, and earnings-per-share of $2.27. Revenue went up substantially, fueled by strong demand in industrial and automotive markets. Analog revenue grew by 20% and Embedded Processing grew by 6% year-over-year.The company is continuously showing its strength, with cash flow from operations reaching $8.8 billion for the year and free cash flow at 34% of revenue. This demonstrates the quality of its products in its 300 mm production batches as well its efficient manufacturing strategy, which has been paying off during these tense times.The company expects revenue of between $4.5 billion and $4.9 billion and EPS to be between $2.01 and $2.29.Apart from its strong financials, Texas Instruments is also a strong income play.In the wordsof Rich Templeton, TXN’s chairman, president, and CEO, “We returned $4.4 billion to owners in 2021 through dividends and stock repurchases. For the year, our dividend represented 62% of free cash flow, underscoring its sustainability.”United Microelectronics Source: Ascannio via shutterstockUnited Microelectronics Corporation is a global leader in the manufacture of advanced microelectronics and also provides related services such as design, contract manufacturing or verification. The company has expanded across Asia and the U.S. with many locations. It’s also a semicodunctor foundry, which means that it provides many chips for small businesses to purchase.The semiconductor super-cycle has been occurring since companies are building more chips to meet a sudden and sustained demand. Under these circumstances, the company can profit from its strong standing in the industry. Semiconductor capital expenditures are surging. UMC is positioned to be a winner because it provides basic foundry operations with other related services such as circuit design, assembly and testing.United Microelectronics Corporation is a company that made headlines last year during the worst of the semiconductor supply crunch. The company could get advance payments from its customers, mostly composed of auto manufacturers and other high-profile clients, for the service engagement with UMC’s services.The rise of UMC has given it a competitive edge as it continues to increase efficiency and leverage its investments. In addition, the company has a dividend yield of 2.9% and is trading at just 9.7 times forward P/E. All of this makes it a great pick among semiconductor stocks.Analog Devices Source: jejim / Shutterstock.comAnalog Devices has been around for over 50 years and is leading in data conversion, signal processing technology and power management systems. It provides solutions to customers worldwide for products ranging from commercial television broadcast transmitters to medical equipment monitors.Analog can maintain its market leadership because it has a diverse product line against competition and technological obsolescence. It also helps Analog companies reach a wider audience for their products and services. Connected cars and the “internet of things” are often talked about in the ongoing tech-focused discussions. Remote monitoring is also becoming a big part of workplace technology, and it can help you with security. All of these trends will act as tailwinds for Analog Devices.ADI recently announced earnings that exceeded Wall Street expectations. The company made $280 million in its first quarter, continuing to meet its expectations. Furthermore, ADI says it had 53 cents per share, while its profit after taxes was $1.94 per share. Finally, ADI announced $2.68 in revenue, which also exceeded analyst estimates.Analog Devices is predicting earnings will be betweem $1.97 to $2.27 per-share for this quarter with revenue ranging from $2.7 billion to just under $3 billion.ADI has paid a sustainable dividend for 18 years, which keeps its stock price stable. The cash flow mostly funds dividends that hold the stock price high.Advanced Micro Devices Source: Ascannio/ShutterstockAdvanced Micro Devices is a major global semiconductor company that specializes in manufacturing. It also offers a range of software, including x86-64 compatible 64-bit computing and graphics technologies that power AMD’s Ryzen Threadripper processors.AMD beat its earnings estimates and guidance in Q4 and has a strong outlook for 2022. In 2021, AMD saw its sales increase by 68% and its gross margin increase by over three percentage points from last year. AMD’s stock has been rising lately, and so has its processor sales.AMD recently released new chips with a significant increase in performance, allowing them to challenge Intel as the No. 1 computer chip supplier. It is also buying Xilinx to better compete with Intel.Furthermore, the company produces chips specifically for the cloud andvideo gamesectors. AMD’s Lisa Susays that growth in demandfor console upgrades is surpassing “all prior generations.” That makes this is a key segment to watch.AMD said that it has been spending $1 billion in the current year on securing long-term supplies. AMD suggests that it will be able to grow without too much of a problem in 2022, which is encouraging news considering the worldwide chip shortage that is happening now.The semiconductor company set a revenue goal of $21.5 billion for 2022, ahead of analyst expectations of $19.3 billion. This would be a 31% increase over 2021′s sales, thanks to the launch of Ryzen and Vega products this year.AMDexpects to have $5 billion in salesin the first quarter. Most of the sales will come from servers and computers due to AMD’s success with processors. All of these numbers help it feature prominently on this list of semiconductor stocks to buy.Camtek Source: Pavel Kapysh via shutterstockCamtek is a world leader in designing and manufacturing metrology equipment for advanced packaging, memory CMOS image sensors and RF technologies. The company offers dedicated solutions that help improve yield rates while driving down production costs across all industries. In other words, Camtek’s products are essential tools used by companies throughout their entire supply chain.With the need for more semiconductors continuing, it’s no surprise that there are plans to build many new plants. This part of the value chain isn’t exactly glamorous but it is integral in getting these projects off their feet and ramped up quickly enough before producing anything valuable or selling any products.Camtek has traditionally been one of the top companies in the market, and it saw a53% increase in its revenue in its latest quarterly results. GAAP operating income was $19.3 million while non-GAAP operating income was $20.9 million, providing a margin of 26% and 28.2%, respectively. Operating cash flow of $21.5 million is a strong figure to close out the quarter.The company reported record annual revenues of $269.7 million, an increase of 73% compared to the previous year. Record GAAP operating income of $70.9 million, non-GAAP operating income of $76.7 million and 28.4% operating margins, respectively. These are high levels in contrast to the average found throughout most companies.Ambarella Source: Sundry Photography / Shutterstock.comYou need to look at the semiconductor industry in general when assessing how well a company has scaled to success. The best thing you can do is to invest in a company with a diversified business model. Some of this appeal comes from niche players.Still, some want a more specific focus as Ambarella does — its chips are designed for low power and high definition video compression applications, which it markets under an established brand name.Think of the numerous ways that Ambarella’s technology is used in today’s world. Products such as Alphabet’s(NASDAQ:GOOG, NASDAQ:GOOGL) Google Nest and GoPro(NASDAQ:GPRO) cameras have successfully implemented this chip into their respective products, showing us just how quickly things can change if we let them.Due to threats of interest rate hikes, growth stocks are not doing so well. But that doesn’t mean the time is right to bail on this one. Ambarella is a company that specializes in creating semiconductor solutions for the automotive industry. They make up the core of the car’s “brain” and provide software to help cars learn and react to their environment.Considering the breadth of its services and use cases, this is a stock that you need to have in your portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097015961,"gmtCreate":1645260761011,"gmtModify":1676534014341,"author":{"id":"3586601875451537","authorId":"3586601875451537","name":"LHQA","avatar":"https://community-static.tradeup.com/news/dac2098ffd34dac5d3d995daf719d745","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586601875451537","idStr":"3586601875451537"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097015961","repostId":"2212268576","repostType":4,"repost":{"id":"2212268576","kind":"highlight","pubTimestamp":1645227827,"share":"https://ttm.financial/m/news/2212268576?lang=&edition=fundamental","pubTime":"2022-02-19 07:43","market":"us","language":"en","title":"The Smartest Stocks to Buy if the Stock Market Plunges","url":"https://stock-news.laohu8.com/highlight/detail?id=2212268576","media":"Motley Fool","summary":"When crashes and corrections rear their head, so does the opportunity for investors.","content":"<html><head></head><body><p>Since the beginning of the year, Wall Street and investors have been given a reminder that stock market crashes and corrections are perfectly normal occurrences. The double-digit percentage decline the <b>S&amp;P 500</b> experienced in January marks the 39th correction of at least 10% for the widely followed index since the beginning of 1950.</p><p>But where there are crashes and corrections, there&#39;s also opportunity. That&#39;s because every sizable decline in the S&amp;P 500 has eventually been put in the rearview mirror by a bull market rally. If the broader market were to continue to plunge, the following four companies would be some of the smartest stocks to buy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b5364080a57bed47540a161b8615747\" tg-width=\"700\" tg-height=\"472\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Berkshire Hathaway</h2><p>In a world where growth stocks have dominated, perhaps no company has more consistently outperformed the broader market for decades than <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B).</p><p>Berkshire might not be a household name, but its CEO, billionaire Warren Buffett, certainly is. Since taking the reins in 1965, Buffett has led his company&#39;s Class A shares (BRK.A) to an average annual gain of better than 20%. In aggregate, we&#39;re talking about a total gain of around 3,800,000% in 57 years.</p><p>One of the key reasons the Oracle of Omaha is such a successful investor is due to his company&#39;s focus on cyclical businesses. Cyclical companies thrive when the economy is running on all cylinders and struggle when recessions arise. Buffett fully understands that recessions typically last for a few months to a couple of quarters. Comparatively, periods of expansion usually last for years, if not a decade. Warren Buffett is allowing time to be his ally and playing a simple numbers game that works in favor of ultra-long-term investors.</p><p>The other not-so-subtle secret to Berkshire Hathaway&#39;s outperformance is dividend income. This year, Buffett&#39;s company is on pace to collect over $5 billion in payouts, which works out to a yield relative to cost of around 5%. Dividend stocks are almost always profitable and time-tested. This means Buffett and his team have packed Berkshire&#39;s portfolio with successful businesses that can navigate whatever the U.S. economy and stock market throw their way.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b13f98298635a74f4491a99bf47eeded\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></h2><p>Healthcare stocks are usually a wise place to put your money to work if the market plunges. That&#39;s why pharmacy chain and value stock <b>Walgreens Boots Alliance</b> (NASDAQ:WBA) would be such a smart buy.</p><p>No matter how well or poorly the U.S. economy performs, or how high the year-over-year inflation figure rises, people don&#39;t get to choose when they get sick or what ailment(s) they develop. This means demand for prescription drugs, medical devices, and healthcare services tends to remain steady in any economic environment.</p><p>What specifically makes Walgreens so intriguing is the company&#39;s multipoint growth strategy targeting higher margins and a faster organic growth rate. To lift margins, the company has reduced its annual operating expenses by more than $2 billion a full fiscal year ahead of schedule.</p><p>Meanwhile, to boost the company&#39;s organic growth rate, Walgreens is spending aggressively on two key initiatives. First, it&#39;s actively promoting direct-to-consumer sales. Even though the company&#39;s brick-and-mortar locations will account for the lion&#39;s share of revenue, online sales are an easy way to boost organic growth as consumers shift their buying habits.</p><p>Second, Walgreens has partnered with, and invested in, VillageMD to open upwards of 600 co-located, full-service clinics by 2025 in over 30 U.S. markets. These physician-staffed clinics can be used to funnel repeat clients to the company&#39;s higher-margin pharmacy.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e68ecb34d6e4fd6f7dc599908229a09a\" tg-width=\"700\" tg-height=\"449\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2><a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a></h2><p>Another exceptionally smart stock to buy if the market plunges is cybersecurity powerhouse and growth stock <b>Palo Alto Networks</b> (NASDAQ:PANW).</p><p>If you&#39;re noticing a theme with this list, it&#39;s that highly defensive sectors and industries are a smart place to put your money to work when corrections arise. Cybersecurity is a sustained double-digit growth trend which has become a basic necessity for businesses of all sizes that have an online or cloud-based presence. Hackers and robots simply don&#39;t care if Wall Street has a rough day.</p><p>There are two key reasons Palo Alto makes for such an impressive growth story. To begin with, it&#39;s undergoing a business transformation that&#39;s emphasizing subscription services. Even though the company continues to sell physical firewall products, subscription services provide better long-term margins and less revenue lumpiness. Over time, a larger percentage of total sales will derive from these higher-margin channels.</p><p>Palo Alto&#39;s other major growth driver is its many bolt-on acquisitions. Management hasn&#39;t been afraid to deploy capital in order to expand its product portfolio or broaden its pool of potential customers. These acquisitions have been pivotal in helping Palo Alto reach new small and medium-sized businesses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7343c3ce7330b86321a8ec9384d4baea\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Bank of America</h2><p>A fourth and final company that would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the smartest stocks to buy if the market plunges is money-center giant <b>Bank of America</b> (NYSE:BAC).</p><p>Bank stocks like BofA are highly cyclical. Even though they can occasionally get caught up in the short-term emotions that weigh down stocks, they benefit immensely from the natural expansion of the U.S. and global economy over time. This allows patient investors in large bank stocks to build their wealth steadily over time. Not surprisingly, Bank of America is Warren Buffett&#39;s second-largest holding.</p><p>What makes Bank of America such a perfect buy at the moment (and if the market continues to fall) is the upcoming shift in the Federal Reserve&#39;s monetary policy. With U.S. inflation hitting a 40-year high in January, the nation&#39;s central bank has no choice but to aggressively begin raising interest rates. No bank stock is more interest-sensitive than BofA. In its year-end report, the company noted that a 100-basis-point parallel shift in the interest rate yield curve would add an estimated $6.5 billion in net interest income.  In other words, the more inflation becomes an issue, the likelier BofA is to see a big boost to its bottom line.</p><p>Also, as I&#39;ve previously pointed out, Bank of America&#39;s digital push is really paying dividends. Over the past three years, it&#39;s added 5 million new digital active customers and seen the aggregate number of loan sales completed online or via app jump from 31% to 49%. It&#39;s far more cost-effective when customers transact digitally than in person or by phone. As consumers make this digital shift, BofA has consolidated some of its branches and lowered its expenses.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Smartest Stocks to Buy if the Stock Market Plunges</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 Smartest Stocks to Buy if the Stock Market Plunges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-19 07:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/18/the-smartest-stocks-to-buy-if-stock-market-plunges/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since the beginning of the year, Wall Street and investors have been given a reminder that stock market crashes and corrections are perfectly normal occurrences. The double-digit percentage decline ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/18/the-smartest-stocks-to-buy-if-stock-market-plunges/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","BK4097":"系统软件","BK4207":"综合性银行","BRK.A":"伯克希尔","BK4176":"多领域控股","BK4128":"药品零售","BAC":"美国银行","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4560":"网络安全概念","BK4550":"红杉资本持仓","BRK.B":"伯克希尔B","BK4504":"桥水持仓","WBA":"沃尔格林联合博姿","BK4532":"文艺复兴科技持仓","PANW":"Palo Alto Networks","BK4553":"喜马拉雅资本持仓"},"source_url":"https://www.fool.com/investing/2022/02/18/the-smartest-stocks-to-buy-if-stock-market-plunges/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212268576","content_text":"Since the beginning of the year, Wall Street and investors have been given a reminder that stock market crashes and corrections are perfectly normal occurrences. The double-digit percentage decline the S&P 500 experienced in January marks the 39th correction of at least 10% for the widely followed index since the beginning of 1950.But where there are crashes and corrections, there's also opportunity. That's because every sizable decline in the S&P 500 has eventually been put in the rearview mirror by a bull market rally. If the broader market were to continue to plunge, the following four companies would be some of the smartest stocks to buy.Image source: Getty Images.Berkshire HathawayIn a world where growth stocks have dominated, perhaps no company has more consistently outperformed the broader market for decades than Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B).Berkshire might not be a household name, but its CEO, billionaire Warren Buffett, certainly is. Since taking the reins in 1965, Buffett has led his company's Class A shares (BRK.A) to an average annual gain of better than 20%. In aggregate, we're talking about a total gain of around 3,800,000% in 57 years.One of the key reasons the Oracle of Omaha is such a successful investor is due to his company's focus on cyclical businesses. Cyclical companies thrive when the economy is running on all cylinders and struggle when recessions arise. Buffett fully understands that recessions typically last for a few months to a couple of quarters. Comparatively, periods of expansion usually last for years, if not a decade. Warren Buffett is allowing time to be his ally and playing a simple numbers game that works in favor of ultra-long-term investors.The other not-so-subtle secret to Berkshire Hathaway's outperformance is dividend income. This year, Buffett's company is on pace to collect over $5 billion in payouts, which works out to a yield relative to cost of around 5%. Dividend stocks are almost always profitable and time-tested. This means Buffett and his team have packed Berkshire's portfolio with successful businesses that can navigate whatever the U.S. economy and stock market throw their way.Image source: Getty Images.Walgreens Boots AllianceHealthcare stocks are usually a wise place to put your money to work if the market plunges. That's why pharmacy chain and value stock Walgreens Boots Alliance (NASDAQ:WBA) would be such a smart buy.No matter how well or poorly the U.S. economy performs, or how high the year-over-year inflation figure rises, people don't get to choose when they get sick or what ailment(s) they develop. This means demand for prescription drugs, medical devices, and healthcare services tends to remain steady in any economic environment.What specifically makes Walgreens so intriguing is the company's multipoint growth strategy targeting higher margins and a faster organic growth rate. To lift margins, the company has reduced its annual operating expenses by more than $2 billion a full fiscal year ahead of schedule.Meanwhile, to boost the company's organic growth rate, Walgreens is spending aggressively on two key initiatives. First, it's actively promoting direct-to-consumer sales. Even though the company's brick-and-mortar locations will account for the lion's share of revenue, online sales are an easy way to boost organic growth as consumers shift their buying habits.Second, Walgreens has partnered with, and invested in, VillageMD to open upwards of 600 co-located, full-service clinics by 2025 in over 30 U.S. markets. These physician-staffed clinics can be used to funnel repeat clients to the company's higher-margin pharmacy.Image source: Getty Images.Palo Alto NetworksAnother exceptionally smart stock to buy if the market plunges is cybersecurity powerhouse and growth stock Palo Alto Networks (NASDAQ:PANW).If you're noticing a theme with this list, it's that highly defensive sectors and industries are a smart place to put your money to work when corrections arise. Cybersecurity is a sustained double-digit growth trend which has become a basic necessity for businesses of all sizes that have an online or cloud-based presence. Hackers and robots simply don't care if Wall Street has a rough day.There are two key reasons Palo Alto makes for such an impressive growth story. To begin with, it's undergoing a business transformation that's emphasizing subscription services. Even though the company continues to sell physical firewall products, subscription services provide better long-term margins and less revenue lumpiness. Over time, a larger percentage of total sales will derive from these higher-margin channels.Palo Alto's other major growth driver is its many bolt-on acquisitions. Management hasn't been afraid to deploy capital in order to expand its product portfolio or broaden its pool of potential customers. These acquisitions have been pivotal in helping Palo Alto reach new small and medium-sized businesses.Image source: Getty Images.Bank of AmericaA fourth and final company that would be one of the smartest stocks to buy if the market plunges is money-center giant Bank of America (NYSE:BAC).Bank stocks like BofA are highly cyclical. Even though they can occasionally get caught up in the short-term emotions that weigh down stocks, they benefit immensely from the natural expansion of the U.S. and global economy over time. This allows patient investors in large bank stocks to build their wealth steadily over time. Not surprisingly, Bank of America is Warren Buffett's second-largest holding.What makes Bank of America such a perfect buy at the moment (and if the market continues to fall) is the upcoming shift in the Federal Reserve's monetary policy. With U.S. inflation hitting a 40-year high in January, the nation's central bank has no choice but to aggressively begin raising interest rates. No bank stock is more interest-sensitive than BofA. In its year-end report, the company noted that a 100-basis-point parallel shift in the interest rate yield curve would add an estimated $6.5 billion in net interest income.  In other words, the more inflation becomes an issue, the likelier BofA is to see a big boost to its bottom line.Also, as I've previously pointed out, Bank of America's digital push is really paying dividends. Over the past three years, it's added 5 million new digital active customers and seen the aggregate number of loan sales completed online or via app jump from 31% to 49%. It's far more cost-effective when customers transact digitally than in person or by phone. As consumers make this digital shift, BofA has consolidated some of its branches and lowered its expenses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}