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2021-07-27

Pls like

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2021-07-26

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2021-07-24

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3 Stocks to Buy Whether or Not a Market Crash Is Near

2021-07-21

Woah

Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600

2021-07-07

$Apple(AAPL)$is free, tks u tiger

2021-07-06

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2021-07-06

$XIAOMI-W(01810)$yeah is free, love u tiger

2021-07-02

$Apple(AAPL)$received with tks

2021-07-01

$Apple(AAPL)$yeah is free

2021-06-28

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7 Growth Stocks to Buy and Hold for a Golden Retirement

2021-06-27

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5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021

2021-06-26

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Alibaba: Can BABA Get Back To $300? Yes, It Can

2021-06-25

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Microsoft sent a strong signal to developers that could hurt Apple and Google

2021-06-25

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Microsoft sent a strong signal to developers that could hurt Apple and Google

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These stocks look like good picks either way.","content":"<p>Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors that a stock market crash could be on the way.</p>\n<p>One of the biggest stock market bears, Harry Dent Jr., who predicted the dot.com bubble collapsing, even thinks that a market meltdown is likely within the next three months. Is all of the pessimism warranted? Maybe, maybe not.</p>\n<p>If you're leery about what's around the corner, here are three stocks to buy if a market crash is coming soon. And the great news about these stocks is that they're solid picks even if it doesn't happen.</p>\n<p><img src=\"https://static.tigerbbs.com/3105d12ec8b203883b5e91a709172e8b\" tg-width=\"700\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: <a href=\"https://laohu8.com/S/GTY\">Getty</a> Images.</p>\n<h3>BioNTech</h3>\n<p>I personally don't think a stock market crash is just around the corner. If <a href=\"https://laohu8.com/S/AONE.U\">one</a> is, though, I suspect the cause will be the combination of the COVID-19 pandemic and sky-high market valuations. Assuming I'm right,&nbsp;<b>BioNTech</b> (NASDAQ:BNTX) should soar if the market crashes.</p>\n<p>A massive market sell-off due to COVID-19 worries would almost certainly light a fire beneath the stocks of the leading vaccine makers. My view is that BioNTech would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest winners in the group.</p>\n<p>BioNTech and its partner <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> (NYSE:PFE) are already moving forward with plans to test a vaccine that specifically targets the delta variant. That gives the companies a head start. BioNTech is by far the smallest of the companies with COVID-19 vaccines already on the market, which makes its shares more likely to jump higher on a positive catalyst. It's also easily the cheapest of these vaccine stocks, based on forward earnings multiples.</p>\n<p>What if there isn't an imminent market crash? BioNTech is still set to rake in billions of dollars with sales of its COVID-19 vaccine. The company will almost certainly use its growing cash stockpile to invest in expanding its pipeline. I think that BioNTech will be a winner over the long term, regardless of what happens over the short term.</p>\n<h3><a href=\"https://laohu8.com/S/DG\">Dollar General</a></h3>\n<p>I've maintained for a long time that&nbsp;<b>Dollar <a href=\"https://laohu8.com/S/BGC\">General</a></b> (NYSE:DG) is one of the best stocks to own during a market downturn. That view seemed to be confirmed during the big market meltdown last year.</p>\n<p><img src=\"https://static.tigerbbs.com/b0e75aa27d2d22b4296c80687da5be97\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>\n<p>DG data by YCharts.</p>\n<p>Shares of Dollar General fell at first, but not nearly as much as most stocks did. Dollar General stock also rebounded much more quickly and trounced the overall market's return throughout the rest of the year.</p>\n<p>During uncertain times, consumers tighten their purse strings. That makes discount retailers such as Dollar General more attractive than ever.</p>\n<p>Even when the overall market performs well, though, Dollar General should still be able to grow. As a case in point, the company's shares delivered more than double the gain that the <b>S&amp;P 500</b> index did in the five years leading up to 2020 when the market was roaring.</p>\n<p>I think that Dollar General will be able to continue to beat the market. It's moving forward with an aggressive expansion strategy. The company is also undertaking a major initiative to \"establish itself as a health destination.\" While Dollar General didn't provide many details on exactly what its plans are, moving more into healthcare sounds like a smart move to me.</p>\n<h3>Viatris</h3>\n<p>There are at least two reasons why a given stock might hold up well during a big market sell-off. One is that its underlying business isn't impacted much by the reason behind the broader plunge. Another is that the stock is so cheap that investors scoop up shares if it falls much below its existing price. My take is that&nbsp;<b>Viatris</b> (NASDAQ:VTRS) qualifies on both of these criteria.</p>\n<p>Viatris specializes in biosimilars and generic drugs. Patients need these drugs, regardless of what the stock market does. The drugs are also less expensive than branded prescription drugs.</p>\n<p>The stock is irrefutably dirt cheap. Viatris' shares trade at a little over four times expected earnings. It's unlikely that the stock is going to move much lower because it would simply be too much of a steal for investors to ignore.</p>\n<p>Granted, Viatris probably won't keep up with the overall stock market's performance if the current uptrend continues. However, the company's dividend is attractive. And over the next several years, Viatris should achieve synergies resulting from the merger of Pfizer's Upjohn unit and Mylan, as well as launch new products that should drive growth.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Buy Whether or Not a Market Crash Is Near</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 Stocks to Buy Whether or Not a Market Crash Is Near\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VTRS":"Viatris Inc.","BNTX":"BioNTech SE","DG":"美国达乐公司"},"source_url":"https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153983997","content_text":"Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors that a stock market crash could be on the way.\nOne of the biggest stock market bears, Harry Dent Jr., who predicted the dot.com bubble collapsing, even thinks that a market meltdown is likely within the next three months. Is all of the pessimism warranted? Maybe, maybe not.\nIf you're leery about what's around the corner, here are three stocks to buy if a market crash is coming soon. And the great news about these stocks is that they're solid picks even if it doesn't happen.\n\nImage source: Getty Images.\nBioNTech\nI personally don't think a stock market crash is just around the corner. If one is, though, I suspect the cause will be the combination of the COVID-19 pandemic and sky-high market valuations. Assuming I'm right, BioNTech (NASDAQ:BNTX) should soar if the market crashes.\nA massive market sell-off due to COVID-19 worries would almost certainly light a fire beneath the stocks of the leading vaccine makers. My view is that BioNTech would be one of the biggest winners in the group.\nBioNTech and its partner Pfizer (NYSE:PFE) are already moving forward with plans to test a vaccine that specifically targets the delta variant. That gives the companies a head start. BioNTech is by far the smallest of the companies with COVID-19 vaccines already on the market, which makes its shares more likely to jump higher on a positive catalyst. It's also easily the cheapest of these vaccine stocks, based on forward earnings multiples.\nWhat if there isn't an imminent market crash? BioNTech is still set to rake in billions of dollars with sales of its COVID-19 vaccine. The company will almost certainly use its growing cash stockpile to invest in expanding its pipeline. I think that BioNTech will be a winner over the long term, regardless of what happens over the short term.\nDollar General\nI've maintained for a long time that Dollar General (NYSE:DG) is one of the best stocks to own during a market downturn. That view seemed to be confirmed during the big market meltdown last year.\n\nDG data by YCharts.\nShares of Dollar General fell at first, but not nearly as much as most stocks did. Dollar General stock also rebounded much more quickly and trounced the overall market's return throughout the rest of the year.\nDuring uncertain times, consumers tighten their purse strings. That makes discount retailers such as Dollar General more attractive than ever.\nEven when the overall market performs well, though, Dollar General should still be able to grow. As a case in point, the company's shares delivered more than double the gain that the S&P 500 index did in the five years leading up to 2020 when the market was roaring.\nI think that Dollar General will be able to continue to beat the market. It's moving forward with an aggressive expansion strategy. The company is also undertaking a major initiative to \"establish itself as a health destination.\" While Dollar General didn't provide many details on exactly what its plans are, moving more into healthcare sounds like a smart move to me.\nViatris\nThere are at least two reasons why a given stock might hold up well during a big market sell-off. One is that its underlying business isn't impacted much by the reason behind the broader plunge. Another is that the stock is so cheap that investors scoop up shares if it falls much below its existing price. My take is that Viatris (NASDAQ:VTRS) qualifies on both of these criteria.\nViatris specializes in biosimilars and generic drugs. Patients need these drugs, regardless of what the stock market does. The drugs are also less expensive than branded prescription drugs.\nThe stock is irrefutably dirt cheap. Viatris' shares trade at a little over four times expected earnings. It's unlikely that the stock is going to move much lower because it would simply be too much of a steal for investors to ignore.\nGranted, Viatris probably won't keep up with the overall stock market's performance if the current uptrend continues. However, the company's dividend is attractive. And over the next several years, Viatris should achieve synergies resulting from the merger of Pfizer's Upjohn unit and Mylan, as well as launch new products that should drive growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176686867,"gmtCreate":1626880159159,"gmtModify":1703479904812,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176686867","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</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>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</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\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">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","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140660660,"gmtCreate":1625654461550,"gmtModify":1703745711511,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>is free, tks u tiger","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>is free, tks u tiger","text":"$Apple(AAPL)$is free, tks u tiger","images":[{"img":"https://static.tigerbbs.com/76efd33f74bdecdb155620e1295f4da8","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140660660","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":157149478,"gmtCreate":1625574806594,"gmtModify":1703744054590,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Like and commebt pls","listText":"Like and commebt pls","text":"Like and commebt pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/157149478","repostId":"1111409088","repostType":4,"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157157799,"gmtCreate":1625574730011,"gmtModify":1703744051996,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>yeah is free, love u tiger","listText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>yeah is free, love u tiger","text":"$XIAOMI-W(01810)$yeah is free, love u tiger","images":[{"img":"https://static.tigerbbs.com/3a8f940b7a7f024ee706ebf309c72d38","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157157799","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":156475560,"gmtCreate":1625235547850,"gmtModify":1703739118233,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>received&nbsp; &nbsp;with tks","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>received&nbsp; &nbsp;with tks","text":"$Apple(AAPL)$received with tks","images":[{"img":"https://static.tigerbbs.com/1378556b5e51a9435e647ffd6e19baef","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156475560","isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":158830576,"gmtCreate":1625142594395,"gmtModify":1703736980169,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>yeah is free","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>yeah is free","text":"$Apple(AAPL)$yeah is free","images":[{"img":"https://static.tigerbbs.com/dfb530a700ef44d6c3d93108278160e4","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158830576","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150104969,"gmtCreate":1624888892551,"gmtModify":1703847147897,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150104969","repostId":"1103992527","repostType":4,"repost":{"id":"1103992527","pubTimestamp":1624873176,"share":"https://ttm.financial/m/news/1103992527?lang=&edition=fundamental","pubTime":"2021-06-28 17:39","market":"us","language":"en","title":"7 Growth Stocks to Buy and Hold for a Golden Retirement","url":"https://stock-news.laohu8.com/highlight/detail?id=1103992527","media":"InvestorPlace","summary":"These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growi","content":"<p>These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growing return on investment</p>\n<p>The last thing any retiree would want to do is to sit around and fret about their portfolio. After all, they’ve worked hard to try to enjoy life as a senior and to not worry about their financial position. The best way to solve this problem is a well-rounded portfolio with the right balance of dividend, growth and value stocks. This article specifically focuses on the growth stocks to buy and how they can super-charge your retirement portfolio.</p>\n<p>Growth stocks typically belong to those companies that are growing at an above-average rate in their respective industries. Moreover, these companies are poised to expand over a long-term horizon thanks to their ability to innovate and reinvent themselves. Growth investors look at forward profitability and cash flow metrics when picking out the best growth stocks to buy.</p>\n<p>With that being said, this list below covers seven of the most promising growth stocks to buy, which will deliver returns across several markets.</p>\n<ul>\n <li><b>Cloudflare</b>(NYSE:<b>NET</b>)</li>\n <li><b>Shopify</b>(NYSE:<b>SHOP</b>)</li>\n <li><b>Square</b>(NYSE:<b>SQ</b>)</li>\n <li><b>Snap</b>(NYSE:<b>SNAP</b>)</li>\n <li><b>Alibaba Group</b>(NYSE:<b>BABA</b>)</li>\n <li><b>Etsy</b>(NASDAQ:<b>ETSY</b>)</li>\n <li><b>Roku</b>(NASDAQ:<b>ROKU</b>)</li>\n</ul>\n<p><b>Cloudflare (NET)</b></p>\n<p>Cloudflare has arguably one of the most active companies in the past year, launching more than 550 new products. The cloud platform has been growing rapidly and has expanded its total addressable market to over $70 billion. Additionally, it plans to spread into other profitable areas apart from its traditional content delivery services. Moreover, NET stock’s 12-month returns are at a staggering 180%.</p>\n<p>Earnings in the past year have been nothing short of amazing, with double-digit growth in revenues for the past three quarters. Year-over-year revenue growth is at a healthy 51%, with forward estimates at 42%. &nbsp;As it looks to expand its product suite into large TAM areas such as cybersecurity and MPLS/SD-WAN, it will continue to post strong sales numbers for the foreseeable future.</p>\n<p><b>Shopify (SHOP)</b></p>\n<p>Shopify is a leading merchant platform that has consistently delivered for its long-term investors. With businesses having to close down during the pandemic, Shopify became a beacon of hope for small merchants starting their online businesses. As a result, its year-over-year revenue growth is dumbfounding 99.6%, which dwarfs its competition. Hence, with a wide moat and the ability to constantly evolve more than justifies SHOP stocks lofty valuation.</p>\n<p>2020 was another stellar year for the company, but it looks like it still has multiple chapters to write in its growth story.&nbsp;Its fulfillment center strategy&nbsp;is one of them, giving&nbsp;<b>Amazon</b>(NASDAQ:<b>AMZN</b>) a run for its money. Moreover, its Payments division and international markets are two major catalysts for future growth. The company expects to grow its revenues by $5 billion by 2023 and take a larger bite out of the e-commerce market.</p>\n<p><b>Square (SQ)</b></p>\n<p>Square has turned into a new-age financial services juggernaut. It has posted stellar growth rates, delivering monster quarterly results and outperforming its already high expectations. It continues to expand its distinct ecosystems, which includes its and Seller and Cash App. Both ecosystems exhibit a $160 billion addressable market opportunity collectively. Moreover, SQ stock has generated over 130% returns in the past 12-months.</p>\n<p>The Cash App platform has been a key driver of the company’s growth. Its monthly active users have grown by 50% to&nbsp;over 36 million in 2020.&nbsp; Through its&nbsp;<b>Bitcoin</b>(CCC:<b>BTC-USD</b>)&nbsp; functionalities and the impact of the Cash Card, it creates several monetization opportunities. Additionally, the re-opening of the U.S. and the worldwide economy will propel the stock further as more small and medium-sized enterprises regain their footing.</p>\n<p><b>Snap (SNAP)</b></p>\n<p>Social media giant Snap was in a tough spot a couple of years ago, as its user base stagnated considerably. However, it is now back in the game with improvements in monetization, augmented reality and unique content. Analysts point towards multiple years of double-digit revenue growth ahead, and its high long-term margin structure makes SNAP stock a highly attractive investment.</p>\n<p>Daily Active Users (DAUs) for the company increased on a year-over-year basisin each of the four quarters last year. The trend continued in the first quarter, where its DAUs grew by a healthy 22%.&nbsp; Moreover, revenues in the quarter were up 66%&nbsp;year-over-year to $170 million. It has multiple monetization avenues left to explore, including Maps, Spotlight, Stories and others.&nbsp; Hence, with forward revenue estimates of roughly 50%, the company is in pole position to deliver strong returns for the foreseeable future.</p>\n<p><b>Alibaba Group (BABA)</b></p>\n<p>Chinese e-commerce giant Alibaba has been one of the fastest-growing companies in the past several years. In the past seven years, its business has grown at a spectacular 23.8% CAGR and is still growing at an impressive pace. Year-over-year revenue growth has been at a remarkable 41%, with forward estimates over 35%. Analysts believe that BABA stock could generate over 300% returns in the next five years.</p>\n<p>Alibaba has gone a great job of diversifying its income streams from its traditional retail business. Some of these include cloud computing, entertainment, digital media and others. Cloud computing, in particular, is an area where Alibaba will look to invest heavily in the coming years. The high-margin business will help narrow down its losses and open up new opportunities in adjacent areas.</p>\n<p><b>Etsy (ETSY)</b></p>\n<p>Etsy is an online niche marketplace with a wide and sustainable moat. It has witnessed massive growth during the pandemic, as its revenues increased by triple-digit percentages in the past four quarters. Its gross merchandise value (GMV) and revenues increased by roughly 106% and 111%, respectively, in 2020. Moreover, its EBITDA growth on a year-over-year basis is at a stunning 391%. No wonder ETSY stock has surged over 78% in the past 12 months.</p>\n<p>With last year’s blow-out performance, investors are worried about whether the company can continue its progress. Etsy is expanding its business through some smart acquisitions. It recently acquired&nbsp;<b>Reverb</b>&nbsp;and&nbsp;<b>Depop</b>&nbsp;to expand its music and fashion recommerce expertise. These acquisitions will also facilitate the company’s global outreach.Etsy posted a 141% year-over-year growth&nbsp;in its first quarter, which suggests that it isn’t slowing down anytime soon.</p>\n<p><b>Roku (ROKU)</b></p>\n<p>Streaming giant Roku has been on a roll in the past year, with its revenues and subscribers fueled by the pandemic. It gained an unbelievable 16.7 million new users during the pandemic and now&nbsp;has 53.6 million users. It is likely to achieve a record 65 million users by the conclusion of this year. With strong user monetization and active user growth, ROKU stock could potentially surge to new heights.</p>\n<p>Looking ahead, the company has multiple growth drivers which could push its stock price higher in the future. Its CTV ad segment, in particular, could pay a lot of dividends with the gradual shift from linear to CTV. Moreover, it continues to invest heavily in its content library, with its recent launch of&nbsp;<b>Roku Originals</b>&nbsp;and its acquisition of&nbsp;<b>Saban Films</b>. Hence, it has an incredible growth runway ahead and should continue posting strong top and bottom-line numbers.</p>","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 Growth Stocks to Buy and Hold for a Golden Retirement</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 Growth Stocks to Buy and Hold for a Golden Retirement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 17:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/7-great-growth-stocks-to-buy-and-hold-for-a-golden-retirement/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growing return on investment\nThe last thing any retiree would want to do is to sit around and fret about ...</p>\n\n<a href=\"https://investorplace.com/2021/06/7-great-growth-stocks-to-buy-and-hold-for-a-golden-retirement/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","SNAP":"Snap Inc","BABA":"阿里巴巴","SQ":"Block","SHOP":"Shopify Inc","NET":"Cloudflare, Inc.","ROKU":"Roku Inc"},"source_url":"https://investorplace.com/2021/06/7-great-growth-stocks-to-buy-and-hold-for-a-golden-retirement/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103992527","content_text":"These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growing return on investment\nThe last thing any retiree would want to do is to sit around and fret about their portfolio. After all, they’ve worked hard to try to enjoy life as a senior and to not worry about their financial position. The best way to solve this problem is a well-rounded portfolio with the right balance of dividend, growth and value stocks. This article specifically focuses on the growth stocks to buy and how they can super-charge your retirement portfolio.\nGrowth stocks typically belong to those companies that are growing at an above-average rate in their respective industries. Moreover, these companies are poised to expand over a long-term horizon thanks to their ability to innovate and reinvent themselves. Growth investors look at forward profitability and cash flow metrics when picking out the best growth stocks to buy.\nWith that being said, this list below covers seven of the most promising growth stocks to buy, which will deliver returns across several markets.\n\nCloudflare(NYSE:NET)\nShopify(NYSE:SHOP)\nSquare(NYSE:SQ)\nSnap(NYSE:SNAP)\nAlibaba Group(NYSE:BABA)\nEtsy(NASDAQ:ETSY)\nRoku(NASDAQ:ROKU)\n\nCloudflare (NET)\nCloudflare has arguably one of the most active companies in the past year, launching more than 550 new products. The cloud platform has been growing rapidly and has expanded its total addressable market to over $70 billion. Additionally, it plans to spread into other profitable areas apart from its traditional content delivery services. Moreover, NET stock’s 12-month returns are at a staggering 180%.\nEarnings in the past year have been nothing short of amazing, with double-digit growth in revenues for the past three quarters. Year-over-year revenue growth is at a healthy 51%, with forward estimates at 42%.  As it looks to expand its product suite into large TAM areas such as cybersecurity and MPLS/SD-WAN, it will continue to post strong sales numbers for the foreseeable future.\nShopify (SHOP)\nShopify is a leading merchant platform that has consistently delivered for its long-term investors. With businesses having to close down during the pandemic, Shopify became a beacon of hope for small merchants starting their online businesses. As a result, its year-over-year revenue growth is dumbfounding 99.6%, which dwarfs its competition. Hence, with a wide moat and the ability to constantly evolve more than justifies SHOP stocks lofty valuation.\n2020 was another stellar year for the company, but it looks like it still has multiple chapters to write in its growth story. Its fulfillment center strategy is one of them, giving Amazon(NASDAQ:AMZN) a run for its money. Moreover, its Payments division and international markets are two major catalysts for future growth. The company expects to grow its revenues by $5 billion by 2023 and take a larger bite out of the e-commerce market.\nSquare (SQ)\nSquare has turned into a new-age financial services juggernaut. It has posted stellar growth rates, delivering monster quarterly results and outperforming its already high expectations. It continues to expand its distinct ecosystems, which includes its and Seller and Cash App. Both ecosystems exhibit a $160 billion addressable market opportunity collectively. Moreover, SQ stock has generated over 130% returns in the past 12-months.\nThe Cash App platform has been a key driver of the company’s growth. Its monthly active users have grown by 50% to over 36 million in 2020.  Through its Bitcoin(CCC:BTC-USD)  functionalities and the impact of the Cash Card, it creates several monetization opportunities. Additionally, the re-opening of the U.S. and the worldwide economy will propel the stock further as more small and medium-sized enterprises regain their footing.\nSnap (SNAP)\nSocial media giant Snap was in a tough spot a couple of years ago, as its user base stagnated considerably. However, it is now back in the game with improvements in monetization, augmented reality and unique content. Analysts point towards multiple years of double-digit revenue growth ahead, and its high long-term margin structure makes SNAP stock a highly attractive investment.\nDaily Active Users (DAUs) for the company increased on a year-over-year basisin each of the four quarters last year. The trend continued in the first quarter, where its DAUs grew by a healthy 22%.  Moreover, revenues in the quarter were up 66% year-over-year to $170 million. It has multiple monetization avenues left to explore, including Maps, Spotlight, Stories and others.  Hence, with forward revenue estimates of roughly 50%, the company is in pole position to deliver strong returns for the foreseeable future.\nAlibaba Group (BABA)\nChinese e-commerce giant Alibaba has been one of the fastest-growing companies in the past several years. In the past seven years, its business has grown at a spectacular 23.8% CAGR and is still growing at an impressive pace. Year-over-year revenue growth has been at a remarkable 41%, with forward estimates over 35%. Analysts believe that BABA stock could generate over 300% returns in the next five years.\nAlibaba has gone a great job of diversifying its income streams from its traditional retail business. Some of these include cloud computing, entertainment, digital media and others. Cloud computing, in particular, is an area where Alibaba will look to invest heavily in the coming years. The high-margin business will help narrow down its losses and open up new opportunities in adjacent areas.\nEtsy (ETSY)\nEtsy is an online niche marketplace with a wide and sustainable moat. It has witnessed massive growth during the pandemic, as its revenues increased by triple-digit percentages in the past four quarters. Its gross merchandise value (GMV) and revenues increased by roughly 106% and 111%, respectively, in 2020. Moreover, its EBITDA growth on a year-over-year basis is at a stunning 391%. No wonder ETSY stock has surged over 78% in the past 12 months.\nWith last year’s blow-out performance, investors are worried about whether the company can continue its progress. Etsy is expanding its business through some smart acquisitions. It recently acquired Reverb and Depop to expand its music and fashion recommerce expertise. These acquisitions will also facilitate the company’s global outreach.Etsy posted a 141% year-over-year growth in its first quarter, which suggests that it isn’t slowing down anytime soon.\nRoku (ROKU)\nStreaming giant Roku has been on a roll in the past year, with its revenues and subscribers fueled by the pandemic. It gained an unbelievable 16.7 million new users during the pandemic and now has 53.6 million users. It is likely to achieve a record 65 million users by the conclusion of this year. With strong user monetization and active user growth, ROKU stock could potentially surge to new heights.\nLooking ahead, the company has multiple growth drivers which could push its stock price higher in the future. Its CTV ad segment, in particular, could pay a lot of dividends with the gradual shift from linear to CTV. Moreover, it continues to invest heavily in its content library, with its recent launch of Roku Originals and its acquisition of Saban Films. Hence, it has an incredible growth runway ahead and should continue posting strong top and bottom-line numbers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124289006,"gmtCreate":1624766905705,"gmtModify":1703844783212,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124289006","repostId":"2146090006","repostType":4,"repost":{"id":"2146090006","pubTimestamp":1624755315,"share":"https://ttm.financial/m/news/2146090006?lang=&edition=fundamental","pubTime":"2021-06-27 08:55","market":"us","language":"en","title":"5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2146090006","media":"Motley Fool","summary":"These growth and value stocks are begging to be bought by investors.","content":"<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.</p>\n<p>Although Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1077c8372814d2b8150e933b4c608005\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Even though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in <b>Amazon</b> (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.</p>\n<p>As most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.</p>\n<p>But it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b18b49b2b35da2fc49e0a83b883d1c22\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>Pharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than <b>Bristol Myers Squibb</b> (NYSE:BMY).</p>\n<p>One reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with <b>Pfizer</b>, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.</p>\n<p>Another reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b152e369d7c967dcbc926192ee888c1\" tg-width=\"700\" tg-height=\"531\"><span>Image source: Getty Images.</span></p>\n<h2>Mastercard</h2>\n<p>Everyone seems to be looking for the smartest recovery play from the pandemic. Payment processor <b>Mastercard</b> (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.</p>\n<p>Mastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.</p>\n<p>Investors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e1a1fe028efa4c966b66ef2cd466f5\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Teva Pharmaceutical Industries</h2>\n<p>If you have an appetite for turnaround plays, brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b> (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.</p>\n<p>While there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.</p>\n<p>Schultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bank of America</h2>\n<p>Lastly, bank stock <b>Bank of America</b> (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.</p>\n<p>For much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.</p>\n<p>At the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","BMY":"施贵宝","MA":"万事达","TEVA":"梯瓦制药","BRK.A":"伯克希尔","AMZN":"亚马逊","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146090006","content_text":"When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.\nAlthough Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nEven though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in Amazon (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.\nAs most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.\nBut it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.\nImage source: Getty Images.\nBristol Myers Squibb\nPharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than Bristol Myers Squibb (NYSE:BMY).\nOne reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with Pfizer, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.\nAnother reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.\nImage source: Getty Images.\nMastercard\nEveryone seems to be looking for the smartest recovery play from the pandemic. Payment processor Mastercard (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.\nMastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.\nInvestors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.\nImage source: Getty Images.\nTeva Pharmaceutical Industries\nIf you have an appetite for turnaround plays, brand-name and generic-drug developer Teva Pharmaceutical Industries (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.\nWhile there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.\nSchultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.\nImage source: Getty Images.\nBank of America\nLastly, bank stock Bank of America (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.\nFor much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.\nAt the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124078486,"gmtCreate":1624713703845,"gmtModify":1703844016134,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124078486","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","pubTimestamp":1624671774,"share":"https://ttm.financial/m/news/1164137597?lang=&edition=fundamental","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</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>Alibaba: Can BABA Get Back To $300? Yes, It Can</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\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122235678,"gmtCreate":1624622126594,"gmtModify":1703841929052,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Like and comments pls","listText":"Like and comments pls","text":"Like and comments pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122235678","repostId":"2146023165","repostType":4,"repost":{"id":"2146023165","pubTimestamp":1624614720,"share":"https://ttm.financial/m/news/2146023165?lang=&edition=fundamental","pubTime":"2021-06-25 17:52","market":"us","language":"en","title":"Microsoft sent a strong signal to developers that could hurt Apple and Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023165","media":"Yahoo Finance","summary":"Microsoft  launched a broadside against rivals Apple  and Google  on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.“Windows has always stood for sovereignty for creators and agency for consumer","content":"<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.</p>\n<p>That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.</p>\n<p>“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”</p>\n<p>The move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.</p>\n<p>Apple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.</p>\n<p>Google, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.</p>\n<h3><b>Microsoft has been criticizing Apple’s policies</b></h3>\n<p>This isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.</p>\n<p>More recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.</p>\n<p>That led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and <a href=\"https://laohu8.com/S/FB\">Facebook</a>.</p>\n<p><img src=\"https://static.tigerbbs.com/d92ddac610658f60945c72fc4da23210\" tg-width=\"1024\" tg-height=\"640\" referrerpolicy=\"no-referrer\">Microsoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft</p>\n<p>Microsoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.</p>\n<p>Epic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.</p>\n<p>Epic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.</p>\n<h3><b>Microsoft could win over developers</b></h3>\n<p>With its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.</p>\n<p>While Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.</p>","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>Microsoft sent a strong signal to developers that could hurt Apple and Google</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\">\nMicrosoft sent a strong signal to developers that could hurt Apple and Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","GOOG":"谷歌","MSFT":"微软","AAPL":"苹果","GOOGL":"谷歌A","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2146023165","content_text":"Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.\nThat’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.\n“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”\nThe move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.\nApple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.\nGoogle, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.\nMicrosoft has been criticizing Apple’s policies\nThis isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.\nMore recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.\nThat led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and Facebook.\nMicrosoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft\nMicrosoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.\nEpic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.\nEpic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.\nMicrosoft could win over developers\nWith its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.\nWhile Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122232115,"gmtCreate":1624622058637,"gmtModify":1703841927270,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/122232115","repostId":"2146023165","repostType":4,"repost":{"id":"2146023165","pubTimestamp":1624614720,"share":"https://ttm.financial/m/news/2146023165?lang=&edition=fundamental","pubTime":"2021-06-25 17:52","market":"us","language":"en","title":"Microsoft sent a strong signal to developers that could hurt Apple and Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023165","media":"Yahoo Finance","summary":"Microsoft  launched a broadside against rivals Apple  and Google  on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.“Windows has always stood for sovereignty for creators and agency for consumer","content":"<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.</p>\n<p>That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.</p>\n<p>“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”</p>\n<p>The move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.</p>\n<p>Apple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.</p>\n<p>Google, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.</p>\n<h3><b>Microsoft has been criticizing Apple’s policies</b></h3>\n<p>This isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.</p>\n<p>More recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.</p>\n<p>That led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and <a href=\"https://laohu8.com/S/FB\">Facebook</a>.</p>\n<p><img src=\"https://static.tigerbbs.com/d92ddac610658f60945c72fc4da23210\" tg-width=\"1024\" tg-height=\"640\" referrerpolicy=\"no-referrer\">Microsoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft</p>\n<p>Microsoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.</p>\n<p>Epic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.</p>\n<p>Epic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.</p>\n<h3><b>Microsoft could win over developers</b></h3>\n<p>With its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.</p>\n<p>While Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.</p>","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>Microsoft sent a strong signal to developers that could hurt Apple and Google</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\">\nMicrosoft sent a strong signal to developers that could hurt Apple and Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","GOOG":"谷歌","MSFT":"微软","AAPL":"苹果","GOOGL":"谷歌A","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2146023165","content_text":"Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.\nThat’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.\n“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”\nThe move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.\nApple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.\nGoogle, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.\nMicrosoft has been criticizing Apple’s policies\nThis isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.\nMore recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.\nThat led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and Facebook.\nMicrosoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft\nMicrosoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.\nEpic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.\nEpic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.\nMicrosoft could win over developers\nWith its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.\nWhile Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":124289006,"gmtCreate":1624766905705,"gmtModify":1703844783212,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124289006","repostId":"2146090006","repostType":4,"repost":{"id":"2146090006","pubTimestamp":1624755315,"share":"https://ttm.financial/m/news/2146090006?lang=&edition=fundamental","pubTime":"2021-06-27 08:55","market":"us","language":"en","title":"5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2146090006","media":"Motley Fool","summary":"These growth and value stocks are begging to be bought by investors.","content":"<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.</p>\n<p>Although Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1077c8372814d2b8150e933b4c608005\" tg-width=\"700\" tg-height=\"466\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Even though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in <b>Amazon</b> (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.</p>\n<p>As most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.</p>\n<p>But it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b18b49b2b35da2fc49e0a83b883d1c22\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>Pharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than <b>Bristol Myers Squibb</b> (NYSE:BMY).</p>\n<p>One reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with <b>Pfizer</b>, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.</p>\n<p>Another reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b152e369d7c967dcbc926192ee888c1\" tg-width=\"700\" tg-height=\"531\"><span>Image source: Getty Images.</span></p>\n<h2>Mastercard</h2>\n<p>Everyone seems to be looking for the smartest recovery play from the pandemic. Payment processor <b>Mastercard</b> (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.</p>\n<p>Mastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.</p>\n<p>Investors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4e1a1fe028efa4c966b66ef2cd466f5\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Teva Pharmaceutical Industries</h2>\n<p>If you have an appetite for turnaround plays, brand-name and generic-drug developer <b>Teva Pharmaceutical Industries</b> (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.</p>\n<p>While there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.</p>\n<p>Schultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44a30c4dfd6886a29e22d3c6558c3e56\" tg-width=\"700\" tg-height=\"466\"><span>Image source: Getty Images.</span></p>\n<h2>Bank of America</h2>\n<p>Lastly, bank stock <b>Bank of America</b> (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.</p>\n<p>For much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.</p>\n<p>At the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Buffett Stocks to Buy Hand Over Fist for the Second Half of 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","BMY":"施贵宝","MA":"万事达","TEVA":"梯瓦制药","BRK.A":"伯克希尔","AMZN":"亚马逊","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/06/26/buffett-stocks-buy-hand-over-fist-second-half-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146090006","content_text":"When Warren Buffett buys or sells a stock, Wall Street and retail investors tend to pay very close attention. That's because the Oracle of Omaha's track record is virtually unsurpassed. Since taking the reins of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) in the mid-1960s, Buffett's company has averaged an annual return of 20%. This works out to an aggregate gain of greater than 2,800,000% for its Class A shares.\nAlthough Buffett isn't perfect, he and his investing team have a knack for identifying attractively valued businesses that have clear competitive advantages. As we prepare to move into the second half of 2021, the following five Buffett stocks stand out as those that should be bought hand over fist.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nEven though Buffett's investing lieutenants, Todd Combs and Ted Weschler, are the architects behind Berkshire Hathaway's stake in Amazon (NASDAQ:AMZN), it's arguably the Buffett stock that should be bought most aggressively ahead of the second half of the year.\nAs most folks probably know, Amazon is an e-commerce juggernaut. Based on an April report from eMarketer, the company effectively controls $0.40 of every $1 spent online in the United States. It's also pivoted its online retail popularity into signing up more than 200 million people to its Prime program worldwide. The fees Amazon collects from Prime help it to undercut its competition on price. And it certainly doesn't hurt that Prime members tend to spend many multiples more than non-Prime shoppers during the course of the year.\nBut it's the company's cloud infrastructure service, Amazon Web Services (AWS), that has truly budded into a star. Since the operating margins associated with cloud infrastructure are considerably higher than what Amazon nets from retail and advertising, AWS' growth is leading to a surge in operating cash flow. If investors were to continue to pay the midpoint of Amazon's operating cash flow multiple over the past decade, it could hit $10,000 a share by 2025.\nImage source: Getty Images.\nBristol Myers Squibb\nPharmaceutical stocks are money machines, and none looks to be more attractive on a valuation basis than Bristol Myers Squibb (NYSE:BMY).\nOne reason to be excited about this drug developer is its organic growth potential. Eliquis, which was co-developed with Pfizer, has blossomed into the world's leading oral anticoagulant, with sales expected to surpass $10 billion in 2021. Meanwhile, dozens of additional clinical trials are underway for cancer immunotherapy Opdivo, which generated $7 billion in sales last year. This offers plenty of opportunity to expand Opdivo's label and pump up its pricing power.\nAnother reason Bristol Myers Squibb is such an intriguing stock is its November 2019 acquisition of cancer and immunology company Celgene. Buying Celgene brought the blockbuster multiple-myeloma drug Revlimid into the fold. Revlimid has sustainably grown its annual sales by a double-digit percentage for more than a decade, with label expansion, longer duration of use, and pricing power all playing a role. This key treatment, which topped $12 billion in sales last year, is protected from a full onslaught of generic competition until early 2026. That means Bristol Myers will be rolling in the dough for another five years, at minimum.\nImage source: Getty Images.\nMastercard\nEveryone seems to be looking for the smartest recovery play from the pandemic. Payment processor Mastercard (NYSE:MA) might well be the safest way to take advantage of a steady uptick in consumer and enterprise spending.\nMastercard isn't a cheap stock by any means -- at 36 times Wall Street's forward-year earnings consensus -- but it benefits from a simple numbers game. While economic contractions and recessions are inevitable, these periods of turbulence tend to be short-lived. By comparison, economic expansions often last many years. Buying into Mastercard allows investors to take full advantage of these long periods of economic expansion and robust spending. Plus, it doesn't hurt that Mastercard has the second-highest share of credit-card network purchase volume in the U.S., the leading market for consumption.\nInvestors can also sleep easy with the understanding that Mastercard strictly sticks to payment facilitation. Even though some of its peers also lend, and are therefore able to generate interest income and fees during bull markets, Mastercard has avoided becoming a lender. It's something you'll truly appreciate when a recession strikes. Whereas most financial stocks will be forced to set aside capital to cover credit or loan delinquencies, Mastercard won't have to. This is a big reason it bounces back from recessions quicker than most financial stocks.\nImage source: Getty Images.\nTeva Pharmaceutical Industries\nIf you have an appetite for turnaround plays, brand-name and generic-drug developer Teva Pharmaceutical Industries (NYSE:TEVA) is the stock to buy hand over fist for the second half of 2021. Like Amazon, it's a stock that was added to Berkshire Hathaway's portfolio by either Combs or Weschler and not Buffett.\nWhile there's no denying that Teva has its fair share of hurdles to overcome, the company's turnaround-focused CEO, Kare Schultz, has been a blessing. Since taking the helm less than four years ago, Schultz has helped shave off more than $10 billion in net debt, and he's overseen the reduction of roughly $3 billion in annual operating expenses. There's more work to do to improve Teva's balance sheet, but the company is very clearly on much firmer ground than it was back in 2016-2017.\nSchultz also has the potential to play peacemaker for a number of outstanding lawsuits targeting Teva's role in the opioid crisis. If this litigation can be resolved with minimal cash outlay, Teva's valuation could soar. At just 4 times the company's projected earnings in 2021, Teva is about as cheap as a healthcare stock can get.\nImage source: Getty Images.\nBank of America\nLastly, bank stock Bank of America (NYSE:BAC) has the look of a company that can be confidently bought hand over fist for the second half of 2021.\nFor much of the past decade, the Federal Reserve has kept interest rates at or near historic lows. That's meant less in the way of interest income for banks. But the latest update from the nation's central bank suggests that interest rates could begin creeping up in 2023, a year earlier than previously forecast. Bank of America is the most interest-sensitive money-center bank. According to its first-quarter investor presentation, BofA would generate $8.3 billion in net interest income on a 100-basis-point shift in the interest rate yield curve. Translation: Bank of America's profits should rocket higher beginning in 2023-2024.\nAt the same time, BofA has done an outstanding job of controlling its costs and improving its operating efficiency. Investments in digitization have resulted in higher mobile app and digital banking use, which is allowing the company to consolidate some of its branches. Even with its shares at a 13-year high, Bank of America has plenty left in the tank.","news_type":1},"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174932349,"gmtCreate":1627056593181,"gmtModify":1703483582860,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174932349","repostId":"2153983997","repostType":4,"repost":{"id":"2153983997","pubTimestamp":1627045860,"share":"https://ttm.financial/m/news/2153983997?lang=&edition=fundamental","pubTime":"2021-07-23 21:11","market":"us","language":"en","title":"3 Stocks to Buy Whether or Not a Market Crash Is Near","url":"https://stock-news.laohu8.com/highlight/detail?id=2153983997","media":"Motley Fool","summary":"Maybe the market is about to crash, and maybe it isn't. These stocks look like good picks either way.","content":"<p>Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors that a stock market crash could be on the way.</p>\n<p>One of the biggest stock market bears, Harry Dent Jr., who predicted the dot.com bubble collapsing, even thinks that a market meltdown is likely within the next three months. Is all of the pessimism warranted? Maybe, maybe not.</p>\n<p>If you're leery about what's around the corner, here are three stocks to buy if a market crash is coming soon. And the great news about these stocks is that they're solid picks even if it doesn't happen.</p>\n<p><img src=\"https://static.tigerbbs.com/3105d12ec8b203883b5e91a709172e8b\" tg-width=\"700\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: <a href=\"https://laohu8.com/S/GTY\">Getty</a> Images.</p>\n<h3>BioNTech</h3>\n<p>I personally don't think a stock market crash is just around the corner. If <a href=\"https://laohu8.com/S/AONE.U\">one</a> is, though, I suspect the cause will be the combination of the COVID-19 pandemic and sky-high market valuations. Assuming I'm right,&nbsp;<b>BioNTech</b> (NASDAQ:BNTX) should soar if the market crashes.</p>\n<p>A massive market sell-off due to COVID-19 worries would almost certainly light a fire beneath the stocks of the leading vaccine makers. My view is that BioNTech would be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the biggest winners in the group.</p>\n<p>BioNTech and its partner <b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> (NYSE:PFE) are already moving forward with plans to test a vaccine that specifically targets the delta variant. That gives the companies a head start. BioNTech is by far the smallest of the companies with COVID-19 vaccines already on the market, which makes its shares more likely to jump higher on a positive catalyst. It's also easily the cheapest of these vaccine stocks, based on forward earnings multiples.</p>\n<p>What if there isn't an imminent market crash? BioNTech is still set to rake in billions of dollars with sales of its COVID-19 vaccine. The company will almost certainly use its growing cash stockpile to invest in expanding its pipeline. I think that BioNTech will be a winner over the long term, regardless of what happens over the short term.</p>\n<h3><a href=\"https://laohu8.com/S/DG\">Dollar General</a></h3>\n<p>I've maintained for a long time that&nbsp;<b>Dollar <a href=\"https://laohu8.com/S/BGC\">General</a></b> (NYSE:DG) is one of the best stocks to own during a market downturn. That view seemed to be confirmed during the big market meltdown last year.</p>\n<p><img src=\"https://static.tigerbbs.com/b0e75aa27d2d22b4296c80687da5be97\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p>\n<p>DG data by YCharts.</p>\n<p>Shares of Dollar General fell at first, but not nearly as much as most stocks did. Dollar General stock also rebounded much more quickly and trounced the overall market's return throughout the rest of the year.</p>\n<p>During uncertain times, consumers tighten their purse strings. That makes discount retailers such as Dollar General more attractive than ever.</p>\n<p>Even when the overall market performs well, though, Dollar General should still be able to grow. As a case in point, the company's shares delivered more than double the gain that the <b>S&amp;P 500</b> index did in the five years leading up to 2020 when the market was roaring.</p>\n<p>I think that Dollar General will be able to continue to beat the market. It's moving forward with an aggressive expansion strategy. The company is also undertaking a major initiative to \"establish itself as a health destination.\" While Dollar General didn't provide many details on exactly what its plans are, moving more into healthcare sounds like a smart move to me.</p>\n<h3>Viatris</h3>\n<p>There are at least two reasons why a given stock might hold up well during a big market sell-off. One is that its underlying business isn't impacted much by the reason behind the broader plunge. Another is that the stock is so cheap that investors scoop up shares if it falls much below its existing price. My take is that&nbsp;<b>Viatris</b> (NASDAQ:VTRS) qualifies on both of these criteria.</p>\n<p>Viatris specializes in biosimilars and generic drugs. Patients need these drugs, regardless of what the stock market does. The drugs are also less expensive than branded prescription drugs.</p>\n<p>The stock is irrefutably dirt cheap. Viatris' shares trade at a little over four times expected earnings. It's unlikely that the stock is going to move much lower because it would simply be too much of a steal for investors to ignore.</p>\n<p>Granted, Viatris probably won't keep up with the overall stock market's performance if the current uptrend continues. However, the company's dividend is attractive. And over the next several years, Viatris should achieve synergies resulting from the merger of Pfizer's Upjohn unit and Mylan, as well as launch new products that should drive growth.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Buy Whether or Not a Market Crash Is Near</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 Stocks to Buy Whether or Not a Market Crash Is Near\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-23 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VTRS":"Viatris Inc.","BNTX":"BioNTech SE","DG":"美国达乐公司"},"source_url":"https://www.fool.com/investing/2021/07/23/3-stocks-to-buy-whether-or-not-a-market-crash-is-n/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153983997","content_text":"Rising COVID-19 cases. Concerns about the highly contagious delta variant. The possibility of another housing bubble bursting. These are some of the reasons why worries are increasing among investors that a stock market crash could be on the way.\nOne of the biggest stock market bears, Harry Dent Jr., who predicted the dot.com bubble collapsing, even thinks that a market meltdown is likely within the next three months. Is all of the pessimism warranted? Maybe, maybe not.\nIf you're leery about what's around the corner, here are three stocks to buy if a market crash is coming soon. And the great news about these stocks is that they're solid picks even if it doesn't happen.\n\nImage source: Getty Images.\nBioNTech\nI personally don't think a stock market crash is just around the corner. If one is, though, I suspect the cause will be the combination of the COVID-19 pandemic and sky-high market valuations. Assuming I'm right, BioNTech (NASDAQ:BNTX) should soar if the market crashes.\nA massive market sell-off due to COVID-19 worries would almost certainly light a fire beneath the stocks of the leading vaccine makers. My view is that BioNTech would be one of the biggest winners in the group.\nBioNTech and its partner Pfizer (NYSE:PFE) are already moving forward with plans to test a vaccine that specifically targets the delta variant. That gives the companies a head start. BioNTech is by far the smallest of the companies with COVID-19 vaccines already on the market, which makes its shares more likely to jump higher on a positive catalyst. It's also easily the cheapest of these vaccine stocks, based on forward earnings multiples.\nWhat if there isn't an imminent market crash? BioNTech is still set to rake in billions of dollars with sales of its COVID-19 vaccine. The company will almost certainly use its growing cash stockpile to invest in expanding its pipeline. I think that BioNTech will be a winner over the long term, regardless of what happens over the short term.\nDollar General\nI've maintained for a long time that Dollar General (NYSE:DG) is one of the best stocks to own during a market downturn. That view seemed to be confirmed during the big market meltdown last year.\n\nDG data by YCharts.\nShares of Dollar General fell at first, but not nearly as much as most stocks did. Dollar General stock also rebounded much more quickly and trounced the overall market's return throughout the rest of the year.\nDuring uncertain times, consumers tighten their purse strings. That makes discount retailers such as Dollar General more attractive than ever.\nEven when the overall market performs well, though, Dollar General should still be able to grow. As a case in point, the company's shares delivered more than double the gain that the S&P 500 index did in the five years leading up to 2020 when the market was roaring.\nI think that Dollar General will be able to continue to beat the market. It's moving forward with an aggressive expansion strategy. The company is also undertaking a major initiative to \"establish itself as a health destination.\" While Dollar General didn't provide many details on exactly what its plans are, moving more into healthcare sounds like a smart move to me.\nViatris\nThere are at least two reasons why a given stock might hold up well during a big market sell-off. One is that its underlying business isn't impacted much by the reason behind the broader plunge. Another is that the stock is so cheap that investors scoop up shares if it falls much below its existing price. My take is that Viatris (NASDAQ:VTRS) qualifies on both of these criteria.\nViatris specializes in biosimilars and generic drugs. Patients need these drugs, regardless of what the stock market does. The drugs are also less expensive than branded prescription drugs.\nThe stock is irrefutably dirt cheap. Viatris' shares trade at a little over four times expected earnings. It's unlikely that the stock is going to move much lower because it would simply be too much of a steal for investors to ignore.\nGranted, Viatris probably won't keep up with the overall stock market's performance if the current uptrend continues. However, the company's dividend is attractive. And over the next several years, Viatris should achieve synergies resulting from the merger of Pfizer's Upjohn unit and Mylan, as well as launch new products that should drive growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156475560,"gmtCreate":1625235547850,"gmtModify":1703739118233,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>received&nbsp; &nbsp;with tks","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>received&nbsp; &nbsp;with tks","text":"$Apple(AAPL)$received with tks","images":[{"img":"https://static.tigerbbs.com/1378556b5e51a9435e647ffd6e19baef","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156475560","isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":124078486,"gmtCreate":1624713703845,"gmtModify":1703844016134,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124078486","repostId":"1164137597","repostType":4,"repost":{"id":"1164137597","pubTimestamp":1624671774,"share":"https://ttm.financial/m/news/1164137597?lang=&edition=fundamental","pubTime":"2021-06-26 09:42","market":"us","language":"en","title":"Alibaba: Can BABA Get Back To $300? Yes, It Can","url":"https://stock-news.laohu8.com/highlight/detail?id=1164137597","media":"seekingalpha","summary":"The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.Alibaba is the dominant force in cloud services in China which could become a significant revenue g","content":"<p><b>Summary</b></p>\n<ul>\n <li>The recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.</li>\n <li>The Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.</li>\n <li>Alibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.</li>\n <li>Alibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814b0a9a0d17977f43665e2eba205b1e\" tg-width=\"1536\" tg-height=\"1024\"><span>Andrew Braun/iStock Editorial via Getty Images</span></p>\n<p>Alibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.</p>\n<p>There are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/86da7b532f25f563d08490ddc43cbede\" tg-width=\"640\" tg-height=\"337\"><span>(Source: Alibaba)</span></p>\n<p><b>The Alibaba printing press is open for business, and it spits out billions</b></p>\n<p>How many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as&nbsp;Facebook (FB),PepsiCo (PEP),Procter &amp; Gamble (PG),Target (TGT), and&nbsp;Johnson &amp; Johnson (JNJ)&nbsp;are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.</p>\n<p>Since 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.</p>\n<p>BABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates in<i>Warren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:</i></p>\n<blockquote>\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n</blockquote>\n<p>The gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.</p>\n<p>Moving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41a5e036f023fa4ced7666e06aa1de6b\" tg-width=\"640\" tg-height=\"444\"><span>(Source: Alibaba)</span></p>\n<p><b>Alibaba will continue to experience tailwinds as China's population and economy expands</b></p>\n<p>Alibaba&nbsp;achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.</p>\n<p>BABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth&nbsp;has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China&nbsp;is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey&nbsp;predicts&nbsp;that the middle class could expand to 550 million people which is larger than the entire U.S population.</p>\n<p>If the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbde4a092d19118a2d16daabf5c027d7\" tg-width=\"640\" tg-height=\"463\"><span>(Source: Blomberg)</span></p>\n<p><b>Alibaba has tremendous growth prospects in Cloud as China continues its digitization</b></p>\n<p>Cloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from&nbsp;AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.</p>\n<p>In China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in&nbsp;China&nbsp;grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.</p>\n<p>As China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1759b81ce463d503a165d901e2e50d7c\" tg-width=\"640\" tg-height=\"728\"><span>(Source: Canalys)</span></p>\n<p><b>Alibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates</b></p>\n<p>For this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:</p>\n<ul>\n <li>AMZN</li>\n <li>BABA</li>\n <li>GOOGL</li>\n</ul>\n<p>The market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.</p>\n<p><b>Conclusion</b></p>\n<p>It's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.</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>Alibaba: Can BABA Get Back To $300? Yes, It Can</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\">\nAlibaba: Can BABA Get Back To $300? Yes, It Can\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by...</p>\n\n<a href=\"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4436373-alibaba-can-get-back-to-300","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164137597","content_text":"Summary\n\nThe recent downturn in Alibaba's share price has created an investment opportunity for long-term capital appreciation.\nThe Chinese economy is expected to become the world's largest economy by 2028 and more than 500 million people will be part of the middle class by end of 2023.\nAlibaba will experience tailwinds from individuals and businesses spending more money during this period of growth in China.\nAlibaba is the dominant force in cloud services in China which could become a significant revenue growth machine as the economy expands.\n\nAndrew Braun/iStock Editorial via Getty Images\nAlibaba(NYSE:BABA)operates a printing press that keeps spitting out tens of billions from total revenue down to net income. Many companies faced adversity throughout the pandemic, and some are still recovering, but not BABA. Through the worst economic environment for businesses to navigate in recent times, BABA generated over $100 billion in revenue and $20 billion in net income during their recent fiscal year. While BABA didn't get the memo about businesses facing challenges amidst the pandemic, the market must not have read BABA's earnings report or crunched the numbers.\nThere are two Chinese companies I am bullish on, and BABA is my biggest conviction for appreciation. BABA smashed through the $300 share price level at the end of October 2020, but shareholders have been left confused and disappointed since then. It looked like BABA would turn the corner after a horrible end to 2020 as shares appreciated from $222.36 from the close of 2020 to $270.83 in the middle of February 2021. Still, the markets had other plans, and all shares of BABA have done is disappoint shareholders. If you missed the BABA train, it's time to grab your tickets and climb aboard, and if you purchased BABA during its run to $300 or early 2021 rebound, it might be time to add to your holdings. BABA is going to experience tremendous tailwinds from China's population and economic growth over the next several years, and their printing press is going to need more ink.\n(Source: Alibaba)\nThe Alibaba printing press is open for business, and it spits out billions\nHow many companies can say their annual revenue through the pandemic exceeded $100 billion? The $100 billion revenue mark is a prestigious club that companies such as Facebook (FB),PepsiCo (PEP),Procter & Gamble (PG),Target (TGT), and Johnson & Johnson (JNJ) are not part of. BABA, on the other hand, witnessed its revenue increase by 52.11% and smash through $100 billion as they generated $109.47 billion in their recent fiscal year. For the year ending March 2019, BABA's revenue increased by $16.25 billion (40.74%) to $56.15 billion, then for the March 2020 fiscal year, revenue increased another $15.82 billion (28.17%) to $71.97 billion. BABA is in the same boat as Alphabet(NASDAQ:GOOG)(GOOGL), FB, and Amazon (AMZN) as they watched the pandemic push more people to go digital which accelerated their businesses. For BABA, the forced transition to digital helped them achieve $37.5 billion (52.11%) in additional revenue as they finished their March 2021 fiscal year with $109.47 billion in revenue.\nSince 2013 BABA has not had a year where their annual revenue increase didn't exceed 25% Year over Year (YoY). When you think about that as a growth rate, it's remarkable for a company of BABA's size as this isn't a company chasing its first billion-dollar revenue year. Over the past 5 fiscal years, BABA's annual revenue has increased by $93.8 billion (408.08%) at an average annual rate of 48.25%. Smaller companies considered growth companies would be jealous of these rates, while many large caps are probably envious.\nBABA isn't a one-trick pony that can only generate tens of billions in revenue. BABA can convert right down to the bottom line. Each year BABA has increased its YoY gross profit by a minimum of 10% since 2013. In 2016 BABA generated $10.35 billion in gross profit and, over the next 5 fiscal years, increased its annual gross profit by $34.84 billion (336.68%). BABA has also never fallen below a 40% gross profit margin, Warren Buffett's magic number, as he indicates inWarren Buffett and the Interpretation of Financial Statements. On page 34 of the Kindle edition,it says:\n\n As a very general rule (and there are exceptions): Companies with gross profit margins of 40% or better tend to be companies with some sort of durable competitive advantage. Companies with gross profit margins below 40% tend to be companies in highly competitive industries, where competition is hurting overall profit margins (there are exceptions here, too).\n\nThe gross profit margin is important for investors to evaluate because it reveals how much of a company's revenue goes directly to producing it and if they have a moat around their business. BABA's numbers indicate they have a sufficient moat around their business that is hard to penetrate. With close to a decade of generating over 40% in gross profit margins, investors can expect that BABA's moat will protect its business operations for years to come.\nMoving to the bottom line BABA does a great job at generating profits. In their most recent fiscal year, BABA generated $22.98 billion in net income, converting more than 1/5th (20.99%) of their revenue to pure profits. Since 2013 BABA has only had 1 year where net income decreases YoY. With that track record, many options open up for BABA in the future as their cash stockpile continues to increase.\n(Source: Alibaba)\nAlibaba will continue to experience tailwinds as China's population and economy expands\nAlibaba achieved one billion annual active consumers globally in the fiscal year that ended in March 2021. BABA has 891 million consumers across China's retail marketplace, local consumer services and digital media and entertainment platforms, and approximately 240 million consumers outside China. BABA's annual active consumers in the China retail marketplaces were 811 million as it grew by 85 million YoY. BABA will focus on developing a digital commerce infrastructure that offers an upgraded consumer experience by seamlessly integrating online and offline. Through BABA's infrastructure, countless retailers have digitally transformed their businesses and created multiple retail formats that have enabled new consumption experiences by leveraging consumer insights and technology. BABA's ecosystem, supply chain, and diversified fulfillment services have facilitated an immense digital transformation. By investing in its infrastructure, BABA's customers can now leverage a full range of high-frequency fulfillment services that include on-demand delivery, same-or-next day delivery, and next-day pick-up services for a full range of consumable and physical products.\nBABA will continue to be one of the cornerstones that supports growth within China's economy, which is benefiting from the acceleration of digitalization in all aspects of life and work. China is projected to be the world's largest economy by 2028. The per-capita income in China is expected to grow by roughly 50% from 2020 to 2025.China's average economic growth has been projected to increase at a rate of 5.7% from 2021 to 2025, then slow to 4.5% from 2026 to 2030. As a result,China is on track to join the top 1/3rd of nations and overtake 56 countries in the per capita income rankings by 2025. By the end of 2022, McKinsey predicts that the middle class could expand to 550 million people which is larger than the entire U.S population.\nIf the projections for China are correct, this should mean a windfall of cash lining BABA's coffers. It's a simple recipe; when people make more money, they tend to spend more money to enhance their lives and increase their standard of living. As BABA is a dominant force in China's retail sector, they stand to benefit from a growing economy and a larger middle class. At the end of next year, if China has anywhere close to 550 million individuals in the middle class, I believe BABA's revenue and profits will increase significantly. This trend can provide tailwinds throughout the decade for BABA, and eventually, the market will reward shareholders based on BABA's value proposition.\n(Source: Blomberg)\nAlibaba has tremendous growth prospects in Cloud as China continues its digitization\nCloud computing has been red hot in the U.S. as the transition from on-prem to cloud has increased the technological capabilities for many organizations. As digitization progresses across the business landscape, cloud providers continue to increase revenue generated from their cloud segments within their overall revenue mix. For example, AWS, the cloud computing division from AMZN, generated $45.37 billion in 2020. Cloud continues to be an exciting sector because the digital transformation is far from being over. Hence, the prospects of new customers are enormous while reoccurring revenue is generated after the transition occurs.\nIn China, cloud infrastructure services are still in the early innings as the entire spend was around $15 billion in 2020. In Q1 of 2021, cloud infrastructure services in China grew by 55% YoY as it reached $6 billion. China was the 2nd largest market behind the U.S, accounting for 14% of global investment, up from 12% in Q1 of 2020. With cloud spending and digitization in China increasing, this serves as a major runway for growth in Alibaba Cloud.\nAs China's economy expands, businesses will need to become more efficient to support both operations and customer demands. Chinese companies will need to implement infrastructure that can support a digital age of the workforce while supporting cloud services used by consumers for consumption. If China passes the U.S. as the world's largest economy in the second half of this decade, the amount of growth needed in cloud services will be immense. BABA is already the leader in cloud infrastructure services in China as their 39.8% market share accounted for $2.39 billion of the $6 billion spent in Q1 2021. Over the previous 6 quarters, cloud infrastructure spending has increased by roughly $2.3 billion (76.67%) in China. Based on cloud's current trajectory, quarterly revenue is on track to double over the next 2 years, putting Q1 2023 revenue at $10.6 billion. If BABA has a 35% market share, their Q1 2023 would be $3.71 billion, placing their 2023 revenue for cloud at $14.84 billion without factoring in any growth in 2023. From a cloud aspect, China's future spending is very exciting, and BABA will be one of the major benefactors.\n(Source: Canalys)\nAlibaba has stellar financial metrics and is undervalued compared to the U.S. tech conglomerates\nFor this comparison, I am going to use AMZN and GOOGL as they have been establishing their dominance in the U.S. for more than a decade. First, here are the raw numbers for AMZN, BABA, and GOOGL:\n\nAMZN\nBABA\nGOOGL\n\nThe market currently places a multiple of 17.03x on AMZN's equity compared to its market cap, while its revenue multiple is 4.2x. GOOGL has a multiple of 7.17x on its equity and 8.39x on its revenue compared to market cap. AMZN and GOOGL's market caps exceed $1.5 trillion, while BABA's sits at $575.57 billion. The market is placing a 3.5x multiple on BABA's equity and 5.26x on its revenue compared to the market cap. Thus, the market is severely discounting BABA's equity and revenue generation. BABA's equity is worth 28.58% of its market cap, while AMZN's equity is equivalent to 5.87%, and GOOGL's is 13.94% of its market cap. The current discount placed on BABA's equity could create an additional tailwind for shareholders in the future.\nConclusion\nIt's hard to dismiss the growth opportunities some companies in China are presenting, especially after the recent decline in share prices. However, I believe shares of BABA are currently undervalued based on their current financial metrics and growth rates. China's economy and the amount of capital allocated to cloud service infrastructure are expected to grow substantially over the years. These will create powerful tailwinds for BABA throughout this decade. As a result, I think shareholders have been allowed to establish a BABA or dollar cost average position at a discounted price. I plan on continuing to add shares to my position while the market is discounting BABA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157149478,"gmtCreate":1625574806594,"gmtModify":1703744054590,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Like and commebt pls","listText":"Like and commebt pls","text":"Like and commebt pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/157149478","repostId":"1111409088","repostType":4,"repost":{"id":"1111409088","pubTimestamp":1625574702,"share":"https://ttm.financial/m/news/1111409088?lang=&edition=fundamental","pubTime":"2021-07-06 20:31","market":"us","language":"en","title":"AMC withdraws plan to boost shares by 25 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1111409088","media":"seekingalpha","summary":"AMC Entertainment(NYSE:AMC)says it no longer plans to increase its share count by 25M, a proposal it","content":"<ul>\n <li>AMC Entertainment(NYSE:AMC)says it no longer plans to increase its share count by 25M, a proposal it announced last month.</li>\n <li>Shares of AMC are up 4% in premarket trading.</li>\n <li>\"On July 6, 2021, AMC Entertainment Holdings, Inc. (the “Company”) announced that it has determined not to seek stockholder approval for the proposal to approve an amendment to the Company’s Third Amended and Restated Certificate of Incorporation to increase the total number of shares of Class A Common Stock that the Company shall have authority to issue by 25,000,000 shares to a total of 549,173,073 shares of Class A Common Stock (“Proposal 1”) and has withdrawn Proposal 1 from the agenda for the annual meeting of stockholders,\" AMC writes in an SECfiling.</li>\n <li>The vote was supposed to take place during the July 29 annual meeting.</li>\n <li>AMC announced on June 4 itsplan to sell 25M more sharesto \"assemble all the financials tools that might help us,\" cashing in on the lofty levels of a stock up 2,350% year to date.</li>\n</ul>","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>AMC withdraws plan to boost shares by 25 million</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\">\nAMC withdraws plan to boost shares by 25 million\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 20:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3712844-amc-withdraws-plan-to-boost-shares-by-25-million><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMC Entertainment(NYSE:AMC)says it no longer plans to increase its share count by 25M, a proposal it announced last month.\nShares of AMC are up 4% in premarket trading.\n\"On July 6, 2021, AMC ...</p>\n\n<a href=\"https://seekingalpha.com/news/3712844-amc-withdraws-plan-to-boost-shares-by-25-million\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://seekingalpha.com/news/3712844-amc-withdraws-plan-to-boost-shares-by-25-million","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1111409088","content_text":"AMC Entertainment(NYSE:AMC)says it no longer plans to increase its share count by 25M, a proposal it announced last month.\nShares of AMC are up 4% in premarket trading.\n\"On July 6, 2021, AMC Entertainment Holdings, Inc. (the “Company”) announced that it has determined not to seek stockholder approval for the proposal to approve an amendment to the Company’s Third Amended and Restated Certificate of Incorporation to increase the total number of shares of Class A Common Stock that the Company shall have authority to issue by 25,000,000 shares to a total of 549,173,073 shares of Class A Common Stock (“Proposal 1”) and has withdrawn Proposal 1 from the agenda for the annual meeting of stockholders,\" AMC writes in an SECfiling.\nThe vote was supposed to take place during the July 29 annual meeting.\nAMC announced on June 4 itsplan to sell 25M more sharesto \"assemble all the financials tools that might help us,\" cashing in on the lofty levels of a stock up 2,350% year to date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176686867,"gmtCreate":1626880159159,"gmtModify":1703479904812,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176686867","repostId":"1107219983","repostType":4,"repost":{"id":"1107219983","pubTimestamp":1626858926,"share":"https://ttm.financial/m/news/1107219983?lang=&edition=fundamental","pubTime":"2021-07-21 17:15","market":"us","language":"en","title":"Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219983","media":"zerohedge","summary":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head glob","content":"<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,<b>our research suggests the recovery is still in early-cycle</b>and gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"</p>\n<p><img src=\"https://static.tigerbbs.com/52b0923c42b8b316b85e56a776fa3337\" tg-width=\"1132\" tg-height=\"1215\" width=\"100%\" height=\"auto\">Elaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"</p>\n<p><img src=\"https://static.tigerbbs.com/d396ca943f750f3a3bcb38e01a53cbdf\" tg-width=\"772\" tg-height=\"546\" width=\"100%\" height=\"auto\">The strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"</p>\n<p>Given the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR &lt;Index&gt;), Domestic Recovery (JPAMCRDB &lt;Index&gt;) and International Recovery (JPAMCRIB &lt;Index&gt;) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.</p>\n<p><img src=\"https://static.tigerbbs.com/dc9c52172685e208ffe19abe53233205\" tg-width=\"958\" tg-height=\"959\" width=\"100%\" height=\"auto\">Combining all this bullishness,<b>the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:</b></p>\n<blockquote>\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel &amp; Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n <b>large-cap Energy is now trading at a ~10% FCF yield and a &gt;8% FCF/EV yield at $70 Brent in 2022, with leverage that is &lt;1x</b>. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into&nbsp; the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n</blockquote>\n<p>Looking at the fundamentals, JPM predicts that S&amp;P 500 gains should also be supported by strong earnings growth and capital return until 2023,<b>and is why JPM is adjusting its above consensus S&amp;P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).</b></p>\n<blockquote>\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n</blockquote>\n<p>While all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.</p>\n<p>Putting it all together, Lakos-Bujas says that \"<b>considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"</b></p>\n<p>But while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...</p>\n<p><img src=\"https://static.tigerbbs.com/41e87174356d968c69893caff66745e0\" tg-width=\"1072\" tg-height=\"1304\" width=\"100%\" height=\"auto\">... there is a very specific reason behind JPM's bullish reversal:<b>the coming surge in buybacks which will result in a boom in shareholder returns,</b>or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"</p>\n<p><img src=\"https://static.tigerbbs.com/3b09d295af263e87277eaffbda47bb7c\" tg-width=\"1076\" tg-height=\"435\" width=\"100%\" height=\"auto\">In practical terms, JPM expects a sharp drop in the S&amp;P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.</p>\n<p><img src=\"https://static.tigerbbs.com/ae94ad29f188e3aac5cdf92b9df65fc3\" tg-width=\"1048\" tg-height=\"396\" width=\"100%\" height=\"auto\">Some more details below on the one biggest catalyst behind JPM's SPX price target hike:</p>\n<blockquote>\n <b>Expecting a boom in shareholder return led by buybacks.</b>Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n <b>the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.</b>Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/774d4e9c2550b27c62d10733947c8de4\" tg-width=\"1077\" tg-height=\"384\" width=\"100%\" height=\"auto\">With the June 30th lifting of pandemic era restriction on US Banks,<b>we could see some further pick-up in buyback announcements.</b>Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),<b>we are expecting a boom in buyback activity over the next year.</b>Gross buybacks should surpass the prior executed high of $850b.</p>\n<p><img src=\"https://static.tigerbbs.com/053354e7e2fc9ea74585b437e0d77f78\" tg-width=\"1076\" tg-height=\"415\" width=\"100%\" height=\"auto\">In summary,<i>assuming $875b in buybacks and dividend income of $575 over the next year,</i>JPM calculates that<b>the expected shareholder yield is 3.9%.</b>This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"</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>Here Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600</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\">\nHere Is The One-Word Reason Why JPMorgan Just Raised Its S&P Target To 4,600\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 17:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600\">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","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/here-one-word-reason-why-jpmorgan-just-raised-its-sp-target-4600","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219983","content_text":"Mid-cycle?Late-cycle? Nope: according to the latest note published overnight from JPMorgan head global equity strategist Dubravko Lakos-Bujas, \"even though equity leadership and bonds are trading as if the global economy is entering late cycle,our research suggests the recovery is still in early-cycleand gradually transitioning towards mid-cycle.\" And echoing his JPM colleague and fellow Croat, Marko Kolanovic, who yesterdayadvised clients to stop freaking out about the delta variant(advise which markets are taking to heart today), Dubravko writes that the largest commercial bank remains \"constructive on equities and see the latest round of growth and slowdown fears premature and overblown.\"\nElaborating on why he is sanguine about the current Delta case breakout, Lakos-Bujas writes that \"we remain of the view that this latest wave will not derail the broader reopening process. While cases have gone up, deaths / hospitalizations remain low and stable due to broadening vaccination rollout and self-immunity from prior waves.\"\nThe strategist then argues that \"reopening of the economy is not an event but rather a process, which in our opinion is still not priced-in, and especially not now given recent market moves. For instance, an increasing number of reopening stocks are now down 30-50% from 1Q21 highs (i.e. travel, cruise lines, oil) and some have reversed back to last year June levels when COVID-19 uncertainty and economic setup were vastly worse than today.\"\nGiven the above, JPM sees \"increasingly compelling\" risk/reward for the reopening theme, which can be expressed through Consumer Recovery (JPAMCONR <Index>), Domestic Recovery (JPAMCRDB <Index>) and International Recovery (JPAMCRIB <Index>) baskets, see Fig 1.\" Additionally, JPm argues that global mobility remains nascent and its normalization will continue to release pent-up demand, while tight inventories and new orders bode positively for global growth.\nCombining all this bullishness,the JPM equity strategist is revising his EPS estimates higher by an additional $5 to $205 for 2021 and raises the bank's long-held 2021 year-end price target of 4,400 to 4,600, due to the following considerations:\n\n At a thematic/sector level, the risk/reward for reopening stocks has improved significantly with the recent pullback creating many unusually attractive opportunities for investors to re-enter various parts of the cyclical cohort. Consumer Discretionary (i.e. Retail, Travel & Leisure), Semis, Banks and Energy are strong buys at current levels. For instance,\n large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. The sector has increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals (i.e. widest in 30+ years, Figure 10). In addition, our Semiconductor research argues that we are only 30-40% of the way into  the current semiconductor upcycle and expect strong Y/Y growth into next year with positive EPS revisions for the next 3-4 quarters. Supply will likely remain tight into 2022, while demand remains strong (20-40% above companies’ ability to supply), thus this supply demand imbalance will persist through 2021. Although customers are responding to tight supply with higher than needed orders, ongoing supply tightness is limiting fulfillment. In fact, JPM expects channel and customer inventories to decline Q/Q again in the just completed June quarter.\n\nLooking at the fundamentals, JPM predicts that S&P 500 gains should also be supported by strong earnings growth and capital return until 2023,and is why JPM is adjusting its above consensus S&P 500 EPS by another $5 for 2022 to $230 (consensus $214) and 2023 to $250 (consensus $233).\n\n This revision is largely due to global reopening which is delayed and bound to release further pent-up demand, inventory replenishment, rising profitability for Energy companies, and ongoing policy actions (childcare, infrastructure, etc). We expect cumulative revenue growth of ~30% by 2023 relative to pre-COVID (FY 2019), ~150bp net income margin expansion to a record high at over 13%, and gross buybacks nearing an annual pace of ~$1t during this period.\n\nWhile all sectors are expected to contribute to earnings growth, JPM expects reflation sensitive sectors (Commodities, Financials, Industrials) and Consumer to do the heaviest lifting in the coming quarters in terms of beats and revisions.\nPutting it all together, Lakos-Bujas says that \"considering this outlook for earnings and shareholder return, we are raising our Price Target to 4,600 for year-end 2021.\"\nBut while any first year strategist can goalseek a fundamentally bullish narrative and chart it, as JPM has done below...\n... there is a very specific reason behind JPM's bullish reversal:the coming surge in buybacks which will result in a boom in shareholder returns,or as Dubravko notes, \"corporates have already increased gross buybacks from pandemic era low of $525b (trailing twelve months as of 1Q21) to an annualized run rate of ~$775b YTD and should surpass previous record of ~$850b (as of 1Q19).\"\nIn practical terms, JPM expects a sharp drop in the S&P's share count in the next 24 months as the buyback-facilitated slow-motion LBO continues.\nSome more details below on the one biggest catalyst behind JPM's SPX price target hike:\n\nExpecting a boom in shareholder return led by buybacks.Buybacks are reemerging as a key theme with net buyback activity significantly improving this year after bottoming in 2Q20. Corporate buyback announcements, typically a leading indicator of buyback execution activity and corporate confidence, have already well-exceeded 2020 levels ($431B YTD vs. $307B 2020, see Figure 25). In fact,\n the rebound in announcement activity is similar to the surge post-TCJA (see Figure 23) which is tracking towards and it is likely to easily surpass ~$650B by year-end and likely to see rolling 12-month announcements surpass prior record level of ~$1T.Historically, buyback announcements have been concentrated within Technology and Financials. However, YTD we are seeing strong announcement activity from Communications as well (driven by GOOGL ~$50B in Apr). As a reminder, ~$90B of Tech’s $133B in announcements YTD is supported by AAPL and ~$25B of Financials' ~$92B is supported by BAC.\n\nWith the June 30th lifting of pandemic era restriction on US Banks,we could see some further pick-up in buyback announcements.Dry powder (i.e. announced repurchase programs not yet executed) levels have been recovering to pre-pandemic levels (~$658B, see Figure 27) as executions have been relatively slower to rebound but should show a material sequential growth in the coming quarters. With record profit margins (~13% in 2022 vs ~11.5% in 2019), bloated cash levels of $2.0T ex-financials (vs. $1.6T pre- COVID), and lower high grade debt yields (JULI at 2.6% now, vs 3.3% prepandemic),we are expecting a boom in buyback activity over the next year.Gross buybacks should surpass the prior executed high of $850b.\nIn summary,assuming $875b in buybacks and dividend income of $575 over the next year,JPM calculates thatthe expected shareholder yield is 3.9%.This, as Dubravko concludes, \"is a significant cross-asset valuation support for equities at a time when 10yr US bonds are yielding 1.2% and $13 trillion of global debt has a negative yield.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122232115,"gmtCreate":1624622058637,"gmtModify":1703841927270,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/122232115","repostId":"2146023165","repostType":4,"repost":{"id":"2146023165","pubTimestamp":1624614720,"share":"https://ttm.financial/m/news/2146023165?lang=&edition=fundamental","pubTime":"2021-06-25 17:52","market":"us","language":"en","title":"Microsoft sent a strong signal to developers that could hurt Apple and Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023165","media":"Yahoo Finance","summary":"Microsoft  launched a broadside against rivals Apple  and Google  on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.“Windows has always stood for sovereignty for creators and agency for consumer","content":"<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.</p>\n<p>That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.</p>\n<p>“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”</p>\n<p>The move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.</p>\n<p>Apple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.</p>\n<p>Google, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.</p>\n<h3><b>Microsoft has been criticizing Apple’s policies</b></h3>\n<p>This isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.</p>\n<p>More recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.</p>\n<p>That led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and <a href=\"https://laohu8.com/S/FB\">Facebook</a>.</p>\n<p><img src=\"https://static.tigerbbs.com/d92ddac610658f60945c72fc4da23210\" tg-width=\"1024\" tg-height=\"640\" referrerpolicy=\"no-referrer\">Microsoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft</p>\n<p>Microsoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.</p>\n<p>Epic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.</p>\n<p>Epic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.</p>\n<h3><b>Microsoft could win over developers</b></h3>\n<p>With its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.</p>\n<p>While Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.</p>","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>Microsoft sent a strong signal to developers that could hurt Apple and Google</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\">\nMicrosoft sent a strong signal to developers that could hurt Apple and Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","GOOG":"谷歌","MSFT":"微软","AAPL":"苹果","GOOGL":"谷歌A","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2146023165","content_text":"Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.\nThat’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.\n“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”\nThe move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.\nApple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.\nGoogle, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.\nMicrosoft has been criticizing Apple’s policies\nThis isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.\nMore recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.\nThat led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and Facebook.\nMicrosoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft\nMicrosoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.\nEpic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.\nEpic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.\nMicrosoft could win over developers\nWith its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.\nWhile Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140660660,"gmtCreate":1625654461550,"gmtModify":1703745711511,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>is free, tks u tiger","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>is free, tks u tiger","text":"$Apple(AAPL)$is free, tks u tiger","images":[{"img":"https://static.tigerbbs.com/76efd33f74bdecdb155620e1295f4da8","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140660660","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":158830576,"gmtCreate":1625142594395,"gmtModify":1703736980169,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>yeah is free","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>yeah is free","text":"$Apple(AAPL)$yeah is free","images":[{"img":"https://static.tigerbbs.com/dfb530a700ef44d6c3d93108278160e4","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/158830576","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150104969,"gmtCreate":1624888892551,"gmtModify":1703847147897,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150104969","repostId":"1103992527","repostType":4,"repost":{"id":"1103992527","pubTimestamp":1624873176,"share":"https://ttm.financial/m/news/1103992527?lang=&edition=fundamental","pubTime":"2021-06-28 17:39","market":"us","language":"en","title":"7 Growth Stocks to Buy and Hold for a Golden Retirement","url":"https://stock-news.laohu8.com/highlight/detail?id=1103992527","media":"InvestorPlace","summary":"These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growi","content":"<p>These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growing return on investment</p>\n<p>The last thing any retiree would want to do is to sit around and fret about their portfolio. After all, they’ve worked hard to try to enjoy life as a senior and to not worry about their financial position. The best way to solve this problem is a well-rounded portfolio with the right balance of dividend, growth and value stocks. This article specifically focuses on the growth stocks to buy and how they can super-charge your retirement portfolio.</p>\n<p>Growth stocks typically belong to those companies that are growing at an above-average rate in their respective industries. Moreover, these companies are poised to expand over a long-term horizon thanks to their ability to innovate and reinvent themselves. Growth investors look at forward profitability and cash flow metrics when picking out the best growth stocks to buy.</p>\n<p>With that being said, this list below covers seven of the most promising growth stocks to buy, which will deliver returns across several markets.</p>\n<ul>\n <li><b>Cloudflare</b>(NYSE:<b>NET</b>)</li>\n <li><b>Shopify</b>(NYSE:<b>SHOP</b>)</li>\n <li><b>Square</b>(NYSE:<b>SQ</b>)</li>\n <li><b>Snap</b>(NYSE:<b>SNAP</b>)</li>\n <li><b>Alibaba Group</b>(NYSE:<b>BABA</b>)</li>\n <li><b>Etsy</b>(NASDAQ:<b>ETSY</b>)</li>\n <li><b>Roku</b>(NASDAQ:<b>ROKU</b>)</li>\n</ul>\n<p><b>Cloudflare (NET)</b></p>\n<p>Cloudflare has arguably one of the most active companies in the past year, launching more than 550 new products. The cloud platform has been growing rapidly and has expanded its total addressable market to over $70 billion. Additionally, it plans to spread into other profitable areas apart from its traditional content delivery services. Moreover, NET stock’s 12-month returns are at a staggering 180%.</p>\n<p>Earnings in the past year have been nothing short of amazing, with double-digit growth in revenues for the past three quarters. Year-over-year revenue growth is at a healthy 51%, with forward estimates at 42%. &nbsp;As it looks to expand its product suite into large TAM areas such as cybersecurity and MPLS/SD-WAN, it will continue to post strong sales numbers for the foreseeable future.</p>\n<p><b>Shopify (SHOP)</b></p>\n<p>Shopify is a leading merchant platform that has consistently delivered for its long-term investors. With businesses having to close down during the pandemic, Shopify became a beacon of hope for small merchants starting their online businesses. As a result, its year-over-year revenue growth is dumbfounding 99.6%, which dwarfs its competition. Hence, with a wide moat and the ability to constantly evolve more than justifies SHOP stocks lofty valuation.</p>\n<p>2020 was another stellar year for the company, but it looks like it still has multiple chapters to write in its growth story.&nbsp;Its fulfillment center strategy&nbsp;is one of them, giving&nbsp;<b>Amazon</b>(NASDAQ:<b>AMZN</b>) a run for its money. Moreover, its Payments division and international markets are two major catalysts for future growth. The company expects to grow its revenues by $5 billion by 2023 and take a larger bite out of the e-commerce market.</p>\n<p><b>Square (SQ)</b></p>\n<p>Square has turned into a new-age financial services juggernaut. It has posted stellar growth rates, delivering monster quarterly results and outperforming its already high expectations. It continues to expand its distinct ecosystems, which includes its and Seller and Cash App. Both ecosystems exhibit a $160 billion addressable market opportunity collectively. Moreover, SQ stock has generated over 130% returns in the past 12-months.</p>\n<p>The Cash App platform has been a key driver of the company’s growth. Its monthly active users have grown by 50% to&nbsp;over 36 million in 2020.&nbsp; Through its&nbsp;<b>Bitcoin</b>(CCC:<b>BTC-USD</b>)&nbsp; functionalities and the impact of the Cash Card, it creates several monetization opportunities. Additionally, the re-opening of the U.S. and the worldwide economy will propel the stock further as more small and medium-sized enterprises regain their footing.</p>\n<p><b>Snap (SNAP)</b></p>\n<p>Social media giant Snap was in a tough spot a couple of years ago, as its user base stagnated considerably. However, it is now back in the game with improvements in monetization, augmented reality and unique content. Analysts point towards multiple years of double-digit revenue growth ahead, and its high long-term margin structure makes SNAP stock a highly attractive investment.</p>\n<p>Daily Active Users (DAUs) for the company increased on a year-over-year basisin each of the four quarters last year. The trend continued in the first quarter, where its DAUs grew by a healthy 22%.&nbsp; Moreover, revenues in the quarter were up 66%&nbsp;year-over-year to $170 million. It has multiple monetization avenues left to explore, including Maps, Spotlight, Stories and others.&nbsp; Hence, with forward revenue estimates of roughly 50%, the company is in pole position to deliver strong returns for the foreseeable future.</p>\n<p><b>Alibaba Group (BABA)</b></p>\n<p>Chinese e-commerce giant Alibaba has been one of the fastest-growing companies in the past several years. In the past seven years, its business has grown at a spectacular 23.8% CAGR and is still growing at an impressive pace. Year-over-year revenue growth has been at a remarkable 41%, with forward estimates over 35%. Analysts believe that BABA stock could generate over 300% returns in the next five years.</p>\n<p>Alibaba has gone a great job of diversifying its income streams from its traditional retail business. Some of these include cloud computing, entertainment, digital media and others. Cloud computing, in particular, is an area where Alibaba will look to invest heavily in the coming years. The high-margin business will help narrow down its losses and open up new opportunities in adjacent areas.</p>\n<p><b>Etsy (ETSY)</b></p>\n<p>Etsy is an online niche marketplace with a wide and sustainable moat. It has witnessed massive growth during the pandemic, as its revenues increased by triple-digit percentages in the past four quarters. Its gross merchandise value (GMV) and revenues increased by roughly 106% and 111%, respectively, in 2020. Moreover, its EBITDA growth on a year-over-year basis is at a stunning 391%. No wonder ETSY stock has surged over 78% in the past 12 months.</p>\n<p>With last year’s blow-out performance, investors are worried about whether the company can continue its progress. Etsy is expanding its business through some smart acquisitions. It recently acquired&nbsp;<b>Reverb</b>&nbsp;and&nbsp;<b>Depop</b>&nbsp;to expand its music and fashion recommerce expertise. These acquisitions will also facilitate the company’s global outreach.Etsy posted a 141% year-over-year growth&nbsp;in its first quarter, which suggests that it isn’t slowing down anytime soon.</p>\n<p><b>Roku (ROKU)</b></p>\n<p>Streaming giant Roku has been on a roll in the past year, with its revenues and subscribers fueled by the pandemic. It gained an unbelievable 16.7 million new users during the pandemic and now&nbsp;has 53.6 million users. It is likely to achieve a record 65 million users by the conclusion of this year. With strong user monetization and active user growth, ROKU stock could potentially surge to new heights.</p>\n<p>Looking ahead, the company has multiple growth drivers which could push its stock price higher in the future. Its CTV ad segment, in particular, could pay a lot of dividends with the gradual shift from linear to CTV. Moreover, it continues to invest heavily in its content library, with its recent launch of&nbsp;<b>Roku Originals</b>&nbsp;and its acquisition of&nbsp;<b>Saban Films</b>. Hence, it has an incredible growth runway ahead and should continue posting strong top and bottom-line numbers.</p>","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 Growth Stocks to Buy and Hold for a Golden Retirement</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 Growth Stocks to Buy and Hold for a Golden Retirement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 17:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/06/7-great-growth-stocks-to-buy-and-hold-for-a-golden-retirement/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growing return on investment\nThe last thing any retiree would want to do is to sit around and fret about ...</p>\n\n<a href=\"https://investorplace.com/2021/06/7-great-growth-stocks-to-buy-and-hold-for-a-golden-retirement/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","SNAP":"Snap Inc","BABA":"阿里巴巴","SQ":"Block","SHOP":"Shopify Inc","NET":"Cloudflare, Inc.","ROKU":"Roku Inc"},"source_url":"https://investorplace.com/2021/06/7-great-growth-stocks-to-buy-and-hold-for-a-golden-retirement/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103992527","content_text":"These growth stocks to buy will add a ton of value to your retirement portfolio by providing a growing return on investment\nThe last thing any retiree would want to do is to sit around and fret about their portfolio. After all, they’ve worked hard to try to enjoy life as a senior and to not worry about their financial position. The best way to solve this problem is a well-rounded portfolio with the right balance of dividend, growth and value stocks. This article specifically focuses on the growth stocks to buy and how they can super-charge your retirement portfolio.\nGrowth stocks typically belong to those companies that are growing at an above-average rate in their respective industries. Moreover, these companies are poised to expand over a long-term horizon thanks to their ability to innovate and reinvent themselves. Growth investors look at forward profitability and cash flow metrics when picking out the best growth stocks to buy.\nWith that being said, this list below covers seven of the most promising growth stocks to buy, which will deliver returns across several markets.\n\nCloudflare(NYSE:NET)\nShopify(NYSE:SHOP)\nSquare(NYSE:SQ)\nSnap(NYSE:SNAP)\nAlibaba Group(NYSE:BABA)\nEtsy(NASDAQ:ETSY)\nRoku(NASDAQ:ROKU)\n\nCloudflare (NET)\nCloudflare has arguably one of the most active companies in the past year, launching more than 550 new products. The cloud platform has been growing rapidly and has expanded its total addressable market to over $70 billion. Additionally, it plans to spread into other profitable areas apart from its traditional content delivery services. Moreover, NET stock’s 12-month returns are at a staggering 180%.\nEarnings in the past year have been nothing short of amazing, with double-digit growth in revenues for the past three quarters. Year-over-year revenue growth is at a healthy 51%, with forward estimates at 42%.  As it looks to expand its product suite into large TAM areas such as cybersecurity and MPLS/SD-WAN, it will continue to post strong sales numbers for the foreseeable future.\nShopify (SHOP)\nShopify is a leading merchant platform that has consistently delivered for its long-term investors. With businesses having to close down during the pandemic, Shopify became a beacon of hope for small merchants starting their online businesses. As a result, its year-over-year revenue growth is dumbfounding 99.6%, which dwarfs its competition. Hence, with a wide moat and the ability to constantly evolve more than justifies SHOP stocks lofty valuation.\n2020 was another stellar year for the company, but it looks like it still has multiple chapters to write in its growth story. Its fulfillment center strategy is one of them, giving Amazon(NASDAQ:AMZN) a run for its money. Moreover, its Payments division and international markets are two major catalysts for future growth. The company expects to grow its revenues by $5 billion by 2023 and take a larger bite out of the e-commerce market.\nSquare (SQ)\nSquare has turned into a new-age financial services juggernaut. It has posted stellar growth rates, delivering monster quarterly results and outperforming its already high expectations. It continues to expand its distinct ecosystems, which includes its and Seller and Cash App. Both ecosystems exhibit a $160 billion addressable market opportunity collectively. Moreover, SQ stock has generated over 130% returns in the past 12-months.\nThe Cash App platform has been a key driver of the company’s growth. Its monthly active users have grown by 50% to over 36 million in 2020.  Through its Bitcoin(CCC:BTC-USD)  functionalities and the impact of the Cash Card, it creates several monetization opportunities. Additionally, the re-opening of the U.S. and the worldwide economy will propel the stock further as more small and medium-sized enterprises regain their footing.\nSnap (SNAP)\nSocial media giant Snap was in a tough spot a couple of years ago, as its user base stagnated considerably. However, it is now back in the game with improvements in monetization, augmented reality and unique content. Analysts point towards multiple years of double-digit revenue growth ahead, and its high long-term margin structure makes SNAP stock a highly attractive investment.\nDaily Active Users (DAUs) for the company increased on a year-over-year basisin each of the four quarters last year. The trend continued in the first quarter, where its DAUs grew by a healthy 22%.  Moreover, revenues in the quarter were up 66% year-over-year to $170 million. It has multiple monetization avenues left to explore, including Maps, Spotlight, Stories and others.  Hence, with forward revenue estimates of roughly 50%, the company is in pole position to deliver strong returns for the foreseeable future.\nAlibaba Group (BABA)\nChinese e-commerce giant Alibaba has been one of the fastest-growing companies in the past several years. In the past seven years, its business has grown at a spectacular 23.8% CAGR and is still growing at an impressive pace. Year-over-year revenue growth has been at a remarkable 41%, with forward estimates over 35%. Analysts believe that BABA stock could generate over 300% returns in the next five years.\nAlibaba has gone a great job of diversifying its income streams from its traditional retail business. Some of these include cloud computing, entertainment, digital media and others. Cloud computing, in particular, is an area where Alibaba will look to invest heavily in the coming years. The high-margin business will help narrow down its losses and open up new opportunities in adjacent areas.\nEtsy (ETSY)\nEtsy is an online niche marketplace with a wide and sustainable moat. It has witnessed massive growth during the pandemic, as its revenues increased by triple-digit percentages in the past four quarters. Its gross merchandise value (GMV) and revenues increased by roughly 106% and 111%, respectively, in 2020. Moreover, its EBITDA growth on a year-over-year basis is at a stunning 391%. No wonder ETSY stock has surged over 78% in the past 12 months.\nWith last year’s blow-out performance, investors are worried about whether the company can continue its progress. Etsy is expanding its business through some smart acquisitions. It recently acquired Reverb and Depop to expand its music and fashion recommerce expertise. These acquisitions will also facilitate the company’s global outreach.Etsy posted a 141% year-over-year growth in its first quarter, which suggests that it isn’t slowing down anytime soon.\nRoku (ROKU)\nStreaming giant Roku has been on a roll in the past year, with its revenues and subscribers fueled by the pandemic. It gained an unbelievable 16.7 million new users during the pandemic and now has 53.6 million users. It is likely to achieve a record 65 million users by the conclusion of this year. With strong user monetization and active user growth, ROKU stock could potentially surge to new heights.\nLooking ahead, the company has multiple growth drivers which could push its stock price higher in the future. Its CTV ad segment, in particular, could pay a lot of dividends with the gradual shift from linear to CTV. Moreover, it continues to invest heavily in its content library, with its recent launch of Roku Originals and its acquisition of Saban Films. Hence, it has an incredible growth runway ahead and should continue posting strong top and bottom-line numbers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803049883,"gmtCreate":1627398086842,"gmtModify":1703489232151,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803049883","repostId":"1154449552","repostType":4,"isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800417929,"gmtCreate":1627312140461,"gmtModify":1703487460687,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800417929","repostId":"1136217079","repostType":4,"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157157799,"gmtCreate":1625574730011,"gmtModify":1703744051996,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>yeah is free, love u tiger","listText":"<a href=\"https://laohu8.com/S/01810\">$XIAOMI-W(01810)$</a>yeah is free, love u tiger","text":"$XIAOMI-W(01810)$yeah is free, love u tiger","images":[{"img":"https://static.tigerbbs.com/3a8f940b7a7f024ee706ebf309c72d38","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/157157799","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122235678,"gmtCreate":1624622126594,"gmtModify":1703841929052,"author":{"id":"4087645548038920","authorId":"4087645548038920","name":"Xp1990","avatar":"https://static.tigerbbs.com/41c9b8c887fa7da5758d5ab3ef06e943","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087645548038920","authorIdStr":"4087645548038920"},"themes":[],"htmlText":"Like and comments pls","listText":"Like and comments pls","text":"Like and comments pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122235678","repostId":"2146023165","repostType":4,"repost":{"id":"2146023165","pubTimestamp":1624614720,"share":"https://ttm.financial/m/news/2146023165?lang=&edition=fundamental","pubTime":"2021-06-25 17:52","market":"us","language":"en","title":"Microsoft sent a strong signal to developers that could hurt Apple and Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2146023165","media":"Yahoo Finance","summary":"Microsoft  launched a broadside against rivals Apple  and Google  on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.“Windows has always stood for sovereignty for creators and agency for consumer","content":"<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.</p>\n<p>That’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.</p>\n<p>“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”</p>\n<p>The move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.</p>\n<p>Apple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.</p>\n<p>Google, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.</p>\n<h3><b>Microsoft has been criticizing Apple’s policies</b></h3>\n<p>This isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.</p>\n<p>More recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.</p>\n<p>That led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and <a href=\"https://laohu8.com/S/FB\">Facebook</a>.</p>\n<p><img src=\"https://static.tigerbbs.com/d92ddac610658f60945c72fc4da23210\" tg-width=\"1024\" tg-height=\"640\" referrerpolicy=\"no-referrer\">Microsoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft</p>\n<p>Microsoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.</p>\n<p>Epic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.</p>\n<p>Epic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.</p>\n<h3><b>Microsoft could win over developers</b></h3>\n<p>With its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.</p>\n<p>While Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.</p>","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>Microsoft sent a strong signal to developers that could hurt Apple and Google</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\">\nMicrosoft sent a strong signal to developers that could hurt Apple and Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","GOOG":"谷歌","MSFT":"微软","AAPL":"苹果","GOOGL":"谷歌A","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://finance.yahoo.com/news/microsoft-app-store-revenue-google-apple-200213646.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2146023165","content_text":"Microsoft (MSFT) launched a broadside against rivals Apple (AAPL) and Google (GOOG, GOOGL) on Thursday, announcing that the next version of Windows, called Windows 11, will feature an app store that lets developers keep 100% of the revenue from sales of their apps.\nThat’s a massive departure from the policies Apple and Google have in place that require app developers who use their stores to pay 30% fees on the sale of apps and in-app purchases.\n“Windows has always stood for sovereignty for creators and agency for consumers,” Microsoft CEO Satya Nadella said. “A platform can only serve society if its rules allow for this foundational innovation and category creation. It’s why we’re introducing new store commerce models and policies.”\nThe move is certain to rankle executives at both Apple and Google, which are facing antitrust investigations into their app store practices.\nApple is awaiting a ruling in an antitrust case brought by Epic Games, in which the “Fortnite” developer accused the iPhone maker of abusing its market power over the App Store by forcing developers to use its own payment system and fork over the associated fees.\nGoogle, meanwhile, faces a similar lawsuit from Epic and is expected to get slapped with a lawsuit from a collection of state attorneys general for its app store policies.\nMicrosoft has been criticizing Apple’s policies\nThis isn’t the first time Microsoft has called out its rivals and their app stores. The company has criticized Apple’s policies in the past, specifically Apple’s policy of taking a share of revenue from Microsoft apps purchased through the Apple App Store.\nMore recently, Microsoft sparred with Apple over its desire to get its xCloud cloud gaming platform onto the iPhone via a native app. Apple has pushed back, hampering Microsoft’s cloud gaming ambitions and forcing it to make users rely on a browser-style app.\nThat led Microsoft to meet and lodge a complaint with members of the House Antitrust Subcommittee during the body’s investigation into Apple, Google, Amazon, and Facebook.\nMicrosoft has debuted the latest version of its Windows operating system: Windows 11. (Image: Microsoft)Microsoft\nMicrosoft also took aim at Apple in the iPhone maker’s battle with “Fortnite” developer Epic Games. In that instance, Microsoft filed a statement of support for Epic in its fight to prevent Apple withholding iOS support for Epic’s Unreal Engine.\nEpic initially sued Apple and Google after the two companies removed “Fornite” from their respective app stores. Apple and Google argue that Epic implemented an update that added a separate payment system allowing consumers to circumvent Apple or Google’s payment services. That effectively cut out Apple and Google’s 30% app store fees.\nEpic’s fight with Apple wrapped up earlier this month and a ruling is expected before the end of the summer.\nMicrosoft could win over developers\nWith its decision to allow developers to use their own payment systems, Microsoft is sending a signal to the global developer community that it is willing to play by their rules. That could help the company as it seeks to build out its app store and drive more business for Windows.\nWhile Microsoft was caught flat-footed in the smartphone wars, its moves with the Windows 11 Microsoft Store could give it the kind of boost from developers that it needs to begin taking market share from Apple and Google in the fight for app store supremacy. It’s now up to Apple and Google to respond.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}