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2021-07-26
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3 Warren Buffett Stocks That Are Screaming Summer Buys
RebornNg
2021-07-26
It will be
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2021-07-26
Like please
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2021-07-26
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Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week
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{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4090287502866540","uuid":"4090287502866540","gmtCreate":1627184438742,"gmtModify":1627292972959,"name":"RebornNg","pinyin":"rebornng","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/b522b79b684a8ac75bba69dfe793c778","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":20,"tweetSize":9,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":800542235,"gmtCreate":1627309869427,"gmtModify":1703487386244,"author":{"id":"4090287502866540","authorId":"4090287502866540","name":"RebornNg","avatar":"https://static.tigerbbs.com/b522b79b684a8ac75bba69dfe793c778","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090287502866540","authorIdStr":"4090287502866540"},"themes":[],"htmlText":"Be alert ","listText":"Be alert ","text":"Be alert","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800542235","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","kind":"highlight","pubTimestamp":1627298804,"share":"https://ttm.financial/m/news/2154957883?lang=&edition=fundamental","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b> co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</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 Warren Buffett Stocks That Are Screaming Summer Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8 <a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","BMY":"施贵宝","GM":"通用汽车","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800853829,"gmtCreate":1627292631561,"gmtModify":1703486929106,"author":{"id":"4090287502866540","authorId":"4090287502866540","name":"RebornNg","avatar":"https://static.tigerbbs.com/b522b79b684a8ac75bba69dfe793c778","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090287502866540","authorIdStr":"4090287502866540"},"themes":[],"htmlText":"It will be","listText":"It will be","text":"It will be","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800853829","repostId":"1175108896","repostType":4,"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800850078,"gmtCreate":1627292510194,"gmtModify":1703486924792,"author":{"id":"4090287502866540","authorId":"4090287502866540","name":"RebornNg","avatar":"https://static.tigerbbs.com/b522b79b684a8ac75bba69dfe793c778","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090287502866540","authorIdStr":"4090287502866540"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800850078","repostId":"2154931205","repostType":4,"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800824502,"gmtCreate":1627292403206,"gmtModify":1703486922954,"author":{"id":"4090287502866540","authorId":"4090287502866540","name":"RebornNg","avatar":"https://static.tigerbbs.com/b522b79b684a8ac75bba69dfe793c778","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090287502866540","authorIdStr":"4090287502866540"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800824502","repostId":"1100772026","repostType":4,"repost":{"id":"1100772026","kind":"news","pubTimestamp":1627254622,"share":"https://ttm.financial/m/news/1100772026?lang=&edition=fundamental","pubTime":"2021-07-26 07:10","market":"us","language":"en","title":"Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1100772026","media":"Barrons","summary":"It’s the busiest week of second-quarter earnings season. About $one$ third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, $Visa$, $AMD$, UPS, General Electric, $3M$, and Starbucks headline a 42-report day.$Facebook$, Shopify, Boeing, Ford Motor, $PayPal$ Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday.","content":"<p>It’s the busiest week of second-quarter earnings season. About <a href=\"https://laohu8.com/S/AONE.U\">one</a> third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, <a href=\"https://laohu8.com/S/V\">Visa</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, UPS, General Electric, <a href=\"https://laohu8.com/S/MMM\">3M</a>, and Starbucks headline a 42-report day.</p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Shopify, Boeing, Ford Motor, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, <a href=\"https://laohu8.com/S/CHTR\">Charter Communications</a>, Chevron, and Procter & Gamble close the week on Friday.</p>\n<p><img src=\"https://static.tigerbbs.com/4564430f7fe9649d97a7a105615955e5\" tg-width=\"1562\" tg-height=\"676\" referrerpolicy=\"no-referrer\">There will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.</p>\n<p>On Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.</p>\n<p>Other data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.</p>\n<p>Monday 7/26</p>\n<p>Cadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.</p>\n<p>The Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.</p>\n<p>Tuesday 7/27</p>\n<p>It’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.</p>\n<p>3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.</p>\n<p>The Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.</p>\n<p>S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.</p>\n<p>Wednesday 7/28</p>\n<p>Automatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.</p>\n<p>The Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.</p>\n<p>Thursday 7/29</p>\n<p>Altria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.</p>\n<p>Robinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.</p>\n<p>The Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.</p>\n<p>Friday 7/30</p>\n<p>AbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter & Gamble, and Weyerhaeuser report quarterly results.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 07:10 GMT+8 <a href=https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉","AAPL":"苹果","FORD":"福沃德工业","BA":"波音","PYPL":"PayPal","SHOP":"Shopify Inc"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100772026","content_text":"It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, Visa, AMD, UPS, General Electric, 3M, and Starbucks headline a 42-report day.\nFacebook, Shopify, Boeing, Ford Motor, PayPal Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, Charter Communications, Chevron, and Procter & Gamble close the week on Friday.\nThere will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.\nOn Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.\nOther data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.\nMonday 7/26\nCadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.\nThe Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.\nTuesday 7/27\nIt’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.\n3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.\nThe Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.\nS&P CoreLogic releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.\nWednesday 7/28\nAutomatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.\nThe Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.\nThursday 7/29\nAltria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.\nRobinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.\nThe Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.\nFriday 7/30\nAbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter & Gamble, and Weyerhaeuser report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":800542235,"gmtCreate":1627309869427,"gmtModify":1703487386244,"author":{"id":"4090287502866540","authorId":"4090287502866540","name":"RebornNg","avatar":"https://static.tigerbbs.com/b522b79b684a8ac75bba69dfe793c778","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090287502866540","authorIdStr":"4090287502866540"},"themes":[],"htmlText":"Be alert ","listText":"Be alert ","text":"Be alert","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800542235","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","kind":"highlight","pubTimestamp":1627298804,"share":"https://ttm.financial/m/news/2154957883?lang=&edition=fundamental","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b> co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</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 Warren Buffett Stocks That Are Screaming Summer Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8 <a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","BMY":"施贵宝","GM":"通用汽车","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China. With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800853829,"gmtCreate":1627292631561,"gmtModify":1703486929106,"author":{"id":"4090287502866540","authorId":"4090287502866540","name":"RebornNg","avatar":"https://static.tigerbbs.com/b522b79b684a8ac75bba69dfe793c778","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090287502866540","authorIdStr":"4090287502866540"},"themes":[],"htmlText":"It will be","listText":"It will be","text":"It will be","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/800853829","repostId":"1175108896","repostType":4,"repost":{"id":"1175108896","kind":"news","pubTimestamp":1627290545,"share":"https://ttm.financial/m/news/1175108896?lang=&edition=fundamental","pubTime":"2021-07-26 17:09","market":"us","language":"en","title":"Tesla Could Become A Subscription Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1175108896","media":"seekingalpha","summary":"Summary\n\nTesla is indicating a movement toward an Adobe-like subscription business model, which has ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Tesla is indicating a movement toward an Adobe-like subscription business model, which has been shown to skyrocket revenue.</li>\n <li>In this way, Tesla is again a first-mover and will set the standards for the industry in the coming decades.</li>\n <li>Technically, the recent movement is a rather normal pattern and tends to lead to more gains.</li>\n <li>I recommend TSLA longs add a credit strategy to their position before earnings, both for protection and extra income.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0b0473d75b9ec97c9c4ae413f111f4f\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>jetcityimage/iStock Editorial via Getty Images</span></p>\n<p>I last wrote about Tesla(TSLA) in 2019, when I recommended a buy on the pullback. Said pullback was a pullback to $47, a number TSLA will likely never hit again. These days, TSLA flirts with numbers over $1,000, and with good reason.</p>\n<p>And today, TSLA has yet another reason to justify its lofty price. The company has unveiled a full self driving(FSD) subscription. This is a step in the right direction.</p>\n<p><b>Subscriptions: The Ultimate Profit Model</b></p>\n<p>Software – and more broadly, tech – has been moving to subscription-based business models, which have proved themselves to be vastly superior to the old way of doing business (selling a product outright) in terms of profitability. Whereas once we paid a one-time fee for a product such as Adobe (ADBE) Photoshop, now we are almost certainly paying much more than that one-time payment over the product’s lifetime. It was only a matter of time for the slower-than-tech automotive industry to understand that subscription business models can siphon much more money from the customer than the traditional model, and I’m not surprised that Tesla, often regarded more as a tech company than an automobile company, is to be the first company employing this strategy.</p>\n<p>I believe Pierre Ferragu understands this. From SA’s above-linked news on the FSD subscription:</p>\n<blockquote>\n One of the biggest bulls on the FSD upside for Tesla is New Street Research analyst Pierre Ferragu. He thinks Tesla will make roughly $7K in profit from selling a car and almost $23K from selling FSD subscriptions on the same vehicle by 2030. If Ferragu is correct, the entire industry is expected to move toward an autonomous subscription service model.”\n</blockquote>\n<p>Ferragu’s predictions match my thoughts on the subscription-based business model. Tesla’s revenue and subscription paradigm could easily become Adobe-like, where the vast majority of the company’s revenue stems from subscriptions. (Seemy recent article on Adobefor more on how this business model works.) The potential of this business model’s impact on revenue is easily seen via Adobe’s results (though many other companies are seeing the same sort of results):</p>\n<p><img src=\"https://static.tigerbbs.com/7890fd8becf42b56654cfdcdadfd97de\" tg-width=\"640\" tg-height=\"427\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Of course, the stock sees results too:</p>\n<p><img src=\"https://static.tigerbbs.com/32e86fdc239f4d4e1f3dea8a10634bf4\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Importantly, Ferragu notes that the whole industry will move toward the subscription business model, a sentiment I agree with. Some might argue that the automotive industry is not the software industry and that it is better to provide a quality product at a fair price when it comes to automobiles. But history would show this to be incorrect: Look at how General Motors (GM) pushed even Ford (F), a company that built itself on creating long-lasting, quality cars, into the planned obsolescence paradigm (yearly design upgrades for each product line) that the industry has fallen into.</p>\n<p>In the future, Tesla’s bulk revenue should come not from car sales but from subscriptions. This is the new economy for most industries moving forward, and Tesla will be the pioneer of this business model in the automotive industry. We’ve seen how this has played out to the benefit of profitability in software and film (streaming services such as Disney and Netflix), and it should play out similarly for automobiles.</p>\n<p>Consider this: Tesla sold around 500K cars in 2020. With the Berlin, Shanghai, and Texas plants in action this year, Tesla should be producing an extra 300K cars in 2021. At this rate, Tesla will be over the 1M per year mark (likely around 1.5M) before the end of 2022. Assume only half of the produced cars per year end up with a FSD subscription, then, a la Adobe, subscription revenue can be seen quickly approaching equality with the revenue from the traditional model – note that this model is highly conservative as it ignores all cars produced prior to 2020:</p>\n<p><b>Revenue from FSD Subscriptions Per Year</b></p>\n<img src=\"https://static.tigerbbs.com/707addf56e3e845f8eb7727ba378c382\" tg-width=\"903\" tg-height=\"353\" width=\"100%\" height=\"auto\">\n<table>\n <tbody>\n <tr></tr>\n </tbody>\n</table>\n<p>It is difficult to tell when subscription revenue will surpass vehicle sales revenue because of numerous unknowns in the model, such as the percentage of Tesla drivers subscribing to FSD and the success of the 2023 Model 3 in penetrating the “affordable” car market. However, the rate at which subscription revenue grows is geometric-to-exponential, will be a double-digit percentage within the next couple years and is likely to be the majority of Tesla’s revenue stream by the end of the decade.</p>\n<p>Tesla is taking the right step here, and we could very well see the company overcome hurdles that have plagued the car industry for decades. If so, we could see lower earnings variance in the cases of political policies targeting the automotive industry. For instance, revenue from the FSD subscription could remain unscathed by new tariffs and environmental policies, two sources of regulation that typically target cars themselves, not the software being employed. This is still speculative, but thus far we have no reason to suspect governments will specifically target FSD subscriptions in their carbon-reduction regulations or in tax policies.</p>\n<p>Once successfully rolled out, the FSD subscription is likely to become a source of reliable income for the company. As subscription revenue grows to where it exceeds sales revenue, investors will increasingly see Tesla as a safe investment. IV on TSLA should drop as subscription revenue outpaces traditional sales revenue, and drops in IV tend to correlate with stock moving upward.</p>\n<p>From both a fundamental perspective and a stock perspective, the FSD subscription announcement is highly bullish. I see this as a reason for TSLA bulls to buy on any significant pullback.</p>\n<p>Yet we must admit, as with all new business models, investors have inherent risk. While the subscription model is extremely profitable itself, whether Tesla drivers will accept the FSD subscription remains a key factor in successfully employing the model. While I believe – due to its track record – Tesla will eventually work out the technical kinks in its self-driving feature, I can see two big reasons that FSD could flop.</p>\n<p>First, Tesla could fail to bring FSD to level 5, the level promised, perhaps leading to a class-action lawsuit from subscribers. The technical aspects of FSD are beyond my expertise, though my background in AI does tell me that achieving level 5 is a monumental effort. Musk has successfully pulled off monumental efforts in the past, but perhaps those with more AI knowledge than I have good reason to believe that this is the hill upon which Musk will die.</p>\n<p>Second, the price point might be too high. For $200 per month, you could lease a brand new Honda – or you can enter Tesla’s work-in-progress FSD as a sort of beta tester. As we enter 2023, which should be a big year for Tesla with its $25,000 Model 2s allowing the company access to a new customer demographic, we need to reconsider whether a $200-per-month subscription will be appealing to the general Tesla user base. An overpriced subscription model can be easily fixed in the long run and should thus not be seen as a huge risk to the bull thesis, but too high of a price can prevent that initial market penetration Tesla needs in pioneering the subscription-as-a-model implementation in the automobile industry.</p>\n<p><b>Technical Bullishness</b></p>\n<p>From a technical perspective, too, TSLA is looking bullish. While often cited as being incredibly overpriced relative to the past couple years, TSLA is not making movements that are uncharacteristic of the stock. The recent movement pattern actually looks quite a bit like the one in early 2020, right before the huge rally:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ba282cb205e46e0448e0f01c7d8ee3f\" tg-width=\"640\" tg-height=\"420\" width=\"100%\" height=\"auto\"><span>(Source: Damon Verial; data from Tiingo)</span></p>\n<p>Once you control for trading days, the movement looks relatively conservative. It’s about the median movement for a given quarter:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1df19786e20b710470c561208d69d7c5\" tg-width=\"640\" tg-height=\"420\" width=\"100%\" height=\"auto\"><span>(Source: Damon Verial; data from Tiingo)</span></p>\n<p>If you extrapolate this to 200 trading days, you will find that TSLA tends to move upward another 10% with rather average volatility. The 2020 movement is an outlier in magnitude only; the pattern itself does not differ all that much from TSLA’s usual yearly movements:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15a41d91691e32e1243015029fa67fa9\" tg-width=\"640\" tg-height=\"420\" width=\"100%\" height=\"auto\"><span>(Source: Damon Verial; data from Tiingo)</span></p>\n<p>With TSLA heading into earnings, an impressive earnings report could give us a similar upward movement. Of course, playing TSLA over earnings is quite risky, which is why we do not typically play TSLA over earnings in my earnings-trading group (Exposing Earnings). Thus, I recommend those interested in TSLA buy on the back of the FSD subscription news, as this is a bullish fundamental catalyst.</p>\n<p><b>Options Strategy</b></p>\n<p>If you are playing options, however, you might wish to wait until after earnings so that you are not exposed to a volatility crush (option IV falling rapidly and thus decreasing the values of long options, as long options are also long vega). If you want to take an options strategy to hedge earnings risk, though, here is what I recommend. I’m assuming you’re holding 100 shares of TSLA, making this a hedge with extra profitability on the long side:</p>\n<ol>\n <li>Sell 1x Jul 30 $700 put</li>\n <li>Buy 2x Jul 30 $650 puts</li>\n</ol>\n<p>Net credit: $7000</p>\n<p>This is a volatile strategy, meaning it allows us to profit on either side. The major risk is if TSLA consolidates, trading strictly between $650 and $700 over the rest of July. Otherwise, we stand to profit on either side, either by the net long puts on the downside or via the stock plus credit earned from the strategy on the long side.</p>\n<p>Even if you are confident TSLA will not sell off on earnings, this strategy works to your benefit by bringing in an extra $7000 in profit per 100 shares. You have the added value of downside protection, too. Let me know what you think in the comments section.</p>\n<p><b>Conclusion</b></p>\n<p>Tesla’s addition of an FSD subscription greatly improves the company’s maximum revenue potential. Subscription services have proved themselves to quickly and drastically change the primary source of revenue for a company and could easily turn Tesla into a software company more so than an automotive company. Being so, we need to consider the possibility that Tesla entering the EV market was just the beginning for this company and that the financial future of Tesla is in its FSD service. If so, we are undervaluing this company, as we are using an EV lens to judge a software company.</p>\n<p>I am highly bullish on TSLA in the long term due to the FSD prospects. In the short term, I believe the technicals are implying an upward swing. With earnings on Jul 26, you might want to hedge the downside simply due to TSLA’s volatility. But overall, being long on TSLA at this price is likely a profitable decision even with a short-term pullback.</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>Tesla Could Become A Subscription Company</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Become A Subscription Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 17:09 GMT+8 <a href=https://seekingalpha.com/article/4441324-tesla-could-become-a-subscription-company><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nTesla is indicating a movement toward an Adobe-like subscription business model, which has been shown to skyrocket revenue.\nIn this way, Tesla is again a first-mover and will set the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4441324-tesla-could-become-a-subscription-company\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4441324-tesla-could-become-a-subscription-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175108896","content_text":"Summary\n\nTesla is indicating a movement toward an Adobe-like subscription business model, which has been shown to skyrocket revenue.\nIn this way, Tesla is again a first-mover and will set the standards for the industry in the coming decades.\nTechnically, the recent movement is a rather normal pattern and tends to lead to more gains.\nI recommend TSLA longs add a credit strategy to their position before earnings, both for protection and extra income.\n\njetcityimage/iStock Editorial via Getty Images\nI last wrote about Tesla(TSLA) in 2019, when I recommended a buy on the pullback. Said pullback was a pullback to $47, a number TSLA will likely never hit again. These days, TSLA flirts with numbers over $1,000, and with good reason.\nAnd today, TSLA has yet another reason to justify its lofty price. The company has unveiled a full self driving(FSD) subscription. This is a step in the right direction.\nSubscriptions: The Ultimate Profit Model\nSoftware – and more broadly, tech – has been moving to subscription-based business models, which have proved themselves to be vastly superior to the old way of doing business (selling a product outright) in terms of profitability. Whereas once we paid a one-time fee for a product such as Adobe (ADBE) Photoshop, now we are almost certainly paying much more than that one-time payment over the product’s lifetime. It was only a matter of time for the slower-than-tech automotive industry to understand that subscription business models can siphon much more money from the customer than the traditional model, and I’m not surprised that Tesla, often regarded more as a tech company than an automobile company, is to be the first company employing this strategy.\nI believe Pierre Ferragu understands this. From SA’s above-linked news on the FSD subscription:\n\n One of the biggest bulls on the FSD upside for Tesla is New Street Research analyst Pierre Ferragu. He thinks Tesla will make roughly $7K in profit from selling a car and almost $23K from selling FSD subscriptions on the same vehicle by 2030. If Ferragu is correct, the entire industry is expected to move toward an autonomous subscription service model.”\n\nFerragu’s predictions match my thoughts on the subscription-based business model. Tesla’s revenue and subscription paradigm could easily become Adobe-like, where the vast majority of the company’s revenue stems from subscriptions. (Seemy recent article on Adobefor more on how this business model works.) The potential of this business model’s impact on revenue is easily seen via Adobe’s results (though many other companies are seeing the same sort of results):\n\nOf course, the stock sees results too:\n\nImportantly, Ferragu notes that the whole industry will move toward the subscription business model, a sentiment I agree with. Some might argue that the automotive industry is not the software industry and that it is better to provide a quality product at a fair price when it comes to automobiles. But history would show this to be incorrect: Look at how General Motors (GM) pushed even Ford (F), a company that built itself on creating long-lasting, quality cars, into the planned obsolescence paradigm (yearly design upgrades for each product line) that the industry has fallen into.\nIn the future, Tesla’s bulk revenue should come not from car sales but from subscriptions. This is the new economy for most industries moving forward, and Tesla will be the pioneer of this business model in the automotive industry. We’ve seen how this has played out to the benefit of profitability in software and film (streaming services such as Disney and Netflix), and it should play out similarly for automobiles.\nConsider this: Tesla sold around 500K cars in 2020. With the Berlin, Shanghai, and Texas plants in action this year, Tesla should be producing an extra 300K cars in 2021. At this rate, Tesla will be over the 1M per year mark (likely around 1.5M) before the end of 2022. Assume only half of the produced cars per year end up with a FSD subscription, then, a la Adobe, subscription revenue can be seen quickly approaching equality with the revenue from the traditional model – note that this model is highly conservative as it ignores all cars produced prior to 2020:\nRevenue from FSD Subscriptions Per Year\n\n\n\n\n\n\nIt is difficult to tell when subscription revenue will surpass vehicle sales revenue because of numerous unknowns in the model, such as the percentage of Tesla drivers subscribing to FSD and the success of the 2023 Model 3 in penetrating the “affordable” car market. However, the rate at which subscription revenue grows is geometric-to-exponential, will be a double-digit percentage within the next couple years and is likely to be the majority of Tesla’s revenue stream by the end of the decade.\nTesla is taking the right step here, and we could very well see the company overcome hurdles that have plagued the car industry for decades. If so, we could see lower earnings variance in the cases of political policies targeting the automotive industry. For instance, revenue from the FSD subscription could remain unscathed by new tariffs and environmental policies, two sources of regulation that typically target cars themselves, not the software being employed. This is still speculative, but thus far we have no reason to suspect governments will specifically target FSD subscriptions in their carbon-reduction regulations or in tax policies.\nOnce successfully rolled out, the FSD subscription is likely to become a source of reliable income for the company. As subscription revenue grows to where it exceeds sales revenue, investors will increasingly see Tesla as a safe investment. IV on TSLA should drop as subscription revenue outpaces traditional sales revenue, and drops in IV tend to correlate with stock moving upward.\nFrom both a fundamental perspective and a stock perspective, the FSD subscription announcement is highly bullish. I see this as a reason for TSLA bulls to buy on any significant pullback.\nYet we must admit, as with all new business models, investors have inherent risk. While the subscription model is extremely profitable itself, whether Tesla drivers will accept the FSD subscription remains a key factor in successfully employing the model. While I believe – due to its track record – Tesla will eventually work out the technical kinks in its self-driving feature, I can see two big reasons that FSD could flop.\nFirst, Tesla could fail to bring FSD to level 5, the level promised, perhaps leading to a class-action lawsuit from subscribers. The technical aspects of FSD are beyond my expertise, though my background in AI does tell me that achieving level 5 is a monumental effort. Musk has successfully pulled off monumental efforts in the past, but perhaps those with more AI knowledge than I have good reason to believe that this is the hill upon which Musk will die.\nSecond, the price point might be too high. For $200 per month, you could lease a brand new Honda – or you can enter Tesla’s work-in-progress FSD as a sort of beta tester. As we enter 2023, which should be a big year for Tesla with its $25,000 Model 2s allowing the company access to a new customer demographic, we need to reconsider whether a $200-per-month subscription will be appealing to the general Tesla user base. An overpriced subscription model can be easily fixed in the long run and should thus not be seen as a huge risk to the bull thesis, but too high of a price can prevent that initial market penetration Tesla needs in pioneering the subscription-as-a-model implementation in the automobile industry.\nTechnical Bullishness\nFrom a technical perspective, too, TSLA is looking bullish. While often cited as being incredibly overpriced relative to the past couple years, TSLA is not making movements that are uncharacteristic of the stock. The recent movement pattern actually looks quite a bit like the one in early 2020, right before the huge rally:\n(Source: Damon Verial; data from Tiingo)\nOnce you control for trading days, the movement looks relatively conservative. It’s about the median movement for a given quarter:\n(Source: Damon Verial; data from Tiingo)\nIf you extrapolate this to 200 trading days, you will find that TSLA tends to move upward another 10% with rather average volatility. The 2020 movement is an outlier in magnitude only; the pattern itself does not differ all that much from TSLA’s usual yearly movements:\n(Source: Damon Verial; data from Tiingo)\nWith TSLA heading into earnings, an impressive earnings report could give us a similar upward movement. Of course, playing TSLA over earnings is quite risky, which is why we do not typically play TSLA over earnings in my earnings-trading group (Exposing Earnings). Thus, I recommend those interested in TSLA buy on the back of the FSD subscription news, as this is a bullish fundamental catalyst.\nOptions Strategy\nIf you are playing options, however, you might wish to wait until after earnings so that you are not exposed to a volatility crush (option IV falling rapidly and thus decreasing the values of long options, as long options are also long vega). If you want to take an options strategy to hedge earnings risk, though, here is what I recommend. I’m assuming you’re holding 100 shares of TSLA, making this a hedge with extra profitability on the long side:\n\nSell 1x Jul 30 $700 put\nBuy 2x Jul 30 $650 puts\n\nNet credit: $7000\nThis is a volatile strategy, meaning it allows us to profit on either side. The major risk is if TSLA consolidates, trading strictly between $650 and $700 over the rest of July. Otherwise, we stand to profit on either side, either by the net long puts on the downside or via the stock plus credit earned from the strategy on the long side.\nEven if you are confident TSLA will not sell off on earnings, this strategy works to your benefit by bringing in an extra $7000 in profit per 100 shares. You have the added value of downside protection, too. Let me know what you think in the comments section.\nConclusion\nTesla’s addition of an FSD subscription greatly improves the company’s maximum revenue potential. Subscription services have proved themselves to quickly and drastically change the primary source of revenue for a company and could easily turn Tesla into a software company more so than an automotive company. Being so, we need to consider the possibility that Tesla entering the EV market was just the beginning for this company and that the financial future of Tesla is in its FSD service. If so, we are undervaluing this company, as we are using an EV lens to judge a software company.\nI am highly bullish on TSLA in the long term due to the FSD prospects. In the short term, I believe the technicals are implying an upward swing. With earnings on Jul 26, you might want to hedge the downside simply due to TSLA’s volatility. But overall, being long on TSLA at this price is likely a profitable decision even with a short-term pullback.","news_type":1},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800850078,"gmtCreate":1627292510194,"gmtModify":1703486924792,"author":{"id":"4090287502866540","authorId":"4090287502866540","name":"RebornNg","avatar":"https://static.tigerbbs.com/b522b79b684a8ac75bba69dfe793c778","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090287502866540","authorIdStr":"4090287502866540"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800850078","repostId":"2154931205","repostType":4,"repost":{"id":"2154931205","kind":"highlight","pubTimestamp":1627283771,"share":"https://ttm.financial/m/news/2154931205?lang=&edition=fundamental","pubTime":"2021-07-26 15:16","market":"us","language":"en","title":"4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2154931205","media":"Motley Fool","summary":"These high-growth companies can turn a healthy pile of cash into a life-altering amount of money.","content":"<p>There are no shortage of ways for people to build wealth. They can squirrel away money in their savings account, buy real estate, or purchase physical gold. But the method proven to deliver the highest average annual returns over the long run is putting your capital to work in the stock market.</p>\n<p>For example, despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark <b>S&P 500</b> has averaged an annual total return, including dividends paid, of 11% since the beginning of 1980. At this return rate, folks reinvesting their dividends are doubling their money about every 6.5 years.</p>\n<p>But you don't have to settle for simply matching the performance of the market. If you buy stakes in game-changing businesses, you have the opportunity to take a large sum of money and turn it into a life-altering amount of cash. The following four game-changing stocks all have the tools necessary to turn a $200,000 investment into $1 million (or more) over the next decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F634606%2Fcash-money-one-hundred-dollars-pocketwatch-long-term-investing-getty.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Redfin</h2>\n<p>Whereas real estate is traditionally a slow-growing, if not boring, sector, technology-driven real estate company <b>Redfin</b> (NASDAQ:RDFN) is showing Wall Street that it has the ability to completely change how properties are purchased, sold, and viewed.</p>\n<p>One of the core attributes of the Redfin operating model is saving its users money. Traditional real estate companies charge up to a 3% commission/listing fee when a home is bought or sold. Depending on how much previous business was completed with the company, Redfin only charges a fee ranging from 1% to 1.5%. A difference of 1.5% to 2% might not sound like much, but it's quite impactful with home prices soaring. According to Realtor.com, the median home price for active listings in June 2021 was $385,000, meaning Redfin could save the median seller up to $7,700 in costs.</p>\n<p>But it's not just a more cost-efficient operation that's driving buyers and sellers to Redfin. It's the company's adaptation to a changing real estate landscape and the unparalleled personalization it provides. For instance, RedfinNow is a service that purchases homes for cash, which removes the hassles of putting a home on the market and haggling with prospective buyers over price. There's also Redfin Concierge, which works with homeowners on improvements and staging to maximize the value of their home.</p>\n<p>With Redfin's share of existing home sales nearly tripling from 0.44% at the end of 2015 to 1.14% by March 2021, it's pretty evident that Redfin's operating model is resonating with consumers.</p>\n<p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F634606%2Fsquare-card-terminal.png&w=700&op=resize\" tg-width=\"700\" tg-height=\"520\" width=\"100%\" height=\"auto\"><span>Image source: Square.</span></p>\n<h2>Square</h2>\n<p>Just because a high-growth stock has a market cap in excess of $100 billion doesn't mean it can't quintuple (or more) over the next decade. Fintech stock <b>Square</b> (NYSE:SQ) has two operating segments that should allow it to handily outperform the broader market in the coming 10 years.</p>\n<p>Square's bread and butter has long been its seller ecosystem, which provides point-of-sale devices, analytics, and other tools that help merchants succeed. Between 2012 and 2019, the gross payment volume (GPV) on Square's network surged by an average of 49% annually, with GPV on track to easily top $130 billion in 2021.</p>\n<p>As I've previously noted, the seller ecosystem was really designed to be a tool for smaller merchants. Over time, however, the percentage of medium-and-large-sized businesses utilizing the platform has grown. As of the end of March, 61% of GPV came from businesses with $125,000 or more in annualized GPV, up from 52% in Q1 2019. Since this is a fee-driven operating segment, it implies steady profit growth for the seller ecosystem.</p>\n<p>However, the real lure here is digital peer-to-peer platform Cash App, which has seen its monthly active user count more than quintuple in three years to 36 million (as of Dec. 31, 2020). Cash App allows Square to monetize consumer purchases, bank transfers, investments, and even <b>Bitcoin</b> exchange. With gross profit per user of $41, compared to less than $5 in expenses to bring in each new user, Cash App is a burgeoning cash cow for Square.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Fastly</h2>\n<p>Yet another high-growth game-changer that could turn a $200,000 investment into $1 million or more over the next decade is edge cloud solutions provider <b>Fastly</b> (NYSE:FSLY).</p>\n<p>Fastly's primary task is to expedite the delivery of content to end users as quickly and securely as possible. While we we're witnessing a pretty steady shift of businesses pushing online prior to the pandemic, the coronavirus took this steady trend and kicked it into overdrive. Essentially, Fastly will benefit as more data is consumed digitally in the post-pandemic environment -- a trend that's unlikely to slow or ever reverse.</p>\n<p>All the key metrics investors would look for in a usage-based company are pointing in the right direction. The company's dollar-based net expansion rate has tallied 147% (Q3 2020), 143% (Q4 2020), and 139% (Q1 2021) in each of the past three quarters. In simple terms, this means existing clients spent 47%, 43%, and 39% more than they did in each respective year-ago quarter. We've also seen total customer count, enterprise customer count, and average enterprise customer spend, climb on a quarterly basis.</p>\n<p>What's perhaps most impressive about Fastly has been the company's ability to overcome ByteDance (the parent of TikTok) pulling traffic from its network in Q3 2020 due to a stateside spat with the Trump administration. ByteDance was Fastly's biggest customer by sales in the first-half of 2020. Despite this loss, Fastly still produced sales growth of better than 40% in the third quarter. Fastly is quickly becoming a popular content delivery solution, and the company's rapid sales growth proves it.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72753f29fd92e186bec3ea1c1d331f6b\" tg-width=\"700\" tg-height=\"510\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2><a href=\"https://laohu8.com/S/CRM\">Salesforce</a></h2>\n<p>A final game-changing stock that has the ability to make its shareholder a whole lot richer over the next decade is cloud-based customer relationship management (CRM) software provider <b>Salesforce.com</b> (NYSE:CRM).</p>\n<p>Put simply, CRM software is what customer-facing businesses use to log and access client information in real-time, handle service and product issues, manage online marketing campaigns, and run predictive analysis with regard to which clients might purchase a new product or service. That's just a small snippet of what CRM can help with. It's a relatively common solution employed by retail and service-oriented companies, but it is gaining traction in nontraditional industries and sectors.</p>\n<p>Salesforce chimes in as the single most-dominant player in the global CRM space. According to IDC, Salesforce controlled just shy of 20% of all global CRM spending in the first-half of 2020. That was more than the next four competitors, combined. Between internal innovation and CEO Marc Benioff's willingness to lean on acquisitions as a means to cross-sell and broaden its service portfolio and client base, Salesforce's market share lead appears virtually insurmountable in CRM software.</p>\n<p>Benioff anticipates Salesforce surpassing $50 billion in full-year sales by fiscal 2026 after delivering $21.3 billion in annual sales in fiscal 2021. If this projection proves accurate, Salesforce's 20%-plus sustained growth rate should help motor its stock a lot higher.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Game-Changing Stocks That Can Turn $200,000 Into $1 Million (or More) in a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 15:16 GMT+8 <a href=https://www.fool.com/investing/2021/07/25/4-game-changing-stocks-turn-200000-to-1-million/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are no shortage of ways for people to build wealth. They can squirrel away money in their savings account, buy real estate, or purchase physical gold. But the method proven to deliver the ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/25/4-game-changing-stocks-turn-200000-to-1-million/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSLY":"Fastly, Inc.","RDFN":"Redfin Corp","SQ":"Block","CRM":"赛富时"},"source_url":"https://www.fool.com/investing/2021/07/25/4-game-changing-stocks-turn-200000-to-1-million/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154931205","content_text":"There are no shortage of ways for people to build wealth. They can squirrel away money in their savings account, buy real estate, or purchase physical gold. But the method proven to deliver the highest average annual returns over the long run is putting your capital to work in the stock market.\nFor example, despite navigating its way through the Black Monday crash in 1987, the dot-com bubble, the Great Recession, and the coronavirus crash, the benchmark S&P 500 has averaged an annual total return, including dividends paid, of 11% since the beginning of 1980. At this return rate, folks reinvesting their dividends are doubling their money about every 6.5 years.\nBut you don't have to settle for simply matching the performance of the market. If you buy stakes in game-changing businesses, you have the opportunity to take a large sum of money and turn it into a life-altering amount of cash. The following four game-changing stocks all have the tools necessary to turn a $200,000 investment into $1 million (or more) over the next decade.\nImage source: Getty Images.\nRedfin\nWhereas real estate is traditionally a slow-growing, if not boring, sector, technology-driven real estate company Redfin (NASDAQ:RDFN) is showing Wall Street that it has the ability to completely change how properties are purchased, sold, and viewed.\nOne of the core attributes of the Redfin operating model is saving its users money. Traditional real estate companies charge up to a 3% commission/listing fee when a home is bought or sold. Depending on how much previous business was completed with the company, Redfin only charges a fee ranging from 1% to 1.5%. A difference of 1.5% to 2% might not sound like much, but it's quite impactful with home prices soaring. According to Realtor.com, the median home price for active listings in June 2021 was $385,000, meaning Redfin could save the median seller up to $7,700 in costs.\nBut it's not just a more cost-efficient operation that's driving buyers and sellers to Redfin. It's the company's adaptation to a changing real estate landscape and the unparalleled personalization it provides. For instance, RedfinNow is a service that purchases homes for cash, which removes the hassles of putting a home on the market and haggling with prospective buyers over price. There's also Redfin Concierge, which works with homeowners on improvements and staging to maximize the value of their home.\nWith Redfin's share of existing home sales nearly tripling from 0.44% at the end of 2015 to 1.14% by March 2021, it's pretty evident that Redfin's operating model is resonating with consumers.\nImage source: Square.\nSquare\nJust because a high-growth stock has a market cap in excess of $100 billion doesn't mean it can't quintuple (or more) over the next decade. Fintech stock Square (NYSE:SQ) has two operating segments that should allow it to handily outperform the broader market in the coming 10 years.\nSquare's bread and butter has long been its seller ecosystem, which provides point-of-sale devices, analytics, and other tools that help merchants succeed. Between 2012 and 2019, the gross payment volume (GPV) on Square's network surged by an average of 49% annually, with GPV on track to easily top $130 billion in 2021.\nAs I've previously noted, the seller ecosystem was really designed to be a tool for smaller merchants. Over time, however, the percentage of medium-and-large-sized businesses utilizing the platform has grown. As of the end of March, 61% of GPV came from businesses with $125,000 or more in annualized GPV, up from 52% in Q1 2019. Since this is a fee-driven operating segment, it implies steady profit growth for the seller ecosystem.\nHowever, the real lure here is digital peer-to-peer platform Cash App, which has seen its monthly active user count more than quintuple in three years to 36 million (as of Dec. 31, 2020). Cash App allows Square to monetize consumer purchases, bank transfers, investments, and even Bitcoin exchange. With gross profit per user of $41, compared to less than $5 in expenses to bring in each new user, Cash App is a burgeoning cash cow for Square.\nImage source: Getty Images.\nFastly\nYet another high-growth game-changer that could turn a $200,000 investment into $1 million or more over the next decade is edge cloud solutions provider Fastly (NYSE:FSLY).\nFastly's primary task is to expedite the delivery of content to end users as quickly and securely as possible. While we we're witnessing a pretty steady shift of businesses pushing online prior to the pandemic, the coronavirus took this steady trend and kicked it into overdrive. Essentially, Fastly will benefit as more data is consumed digitally in the post-pandemic environment -- a trend that's unlikely to slow or ever reverse.\nAll the key metrics investors would look for in a usage-based company are pointing in the right direction. The company's dollar-based net expansion rate has tallied 147% (Q3 2020), 143% (Q4 2020), and 139% (Q1 2021) in each of the past three quarters. In simple terms, this means existing clients spent 47%, 43%, and 39% more than they did in each respective year-ago quarter. We've also seen total customer count, enterprise customer count, and average enterprise customer spend, climb on a quarterly basis.\nWhat's perhaps most impressive about Fastly has been the company's ability to overcome ByteDance (the parent of TikTok) pulling traffic from its network in Q3 2020 due to a stateside spat with the Trump administration. ByteDance was Fastly's biggest customer by sales in the first-half of 2020. Despite this loss, Fastly still produced sales growth of better than 40% in the third quarter. Fastly is quickly becoming a popular content delivery solution, and the company's rapid sales growth proves it.\nImage source: Getty Images.\nSalesforce\nA final game-changing stock that has the ability to make its shareholder a whole lot richer over the next decade is cloud-based customer relationship management (CRM) software provider Salesforce.com (NYSE:CRM).\nPut simply, CRM software is what customer-facing businesses use to log and access client information in real-time, handle service and product issues, manage online marketing campaigns, and run predictive analysis with regard to which clients might purchase a new product or service. That's just a small snippet of what CRM can help with. It's a relatively common solution employed by retail and service-oriented companies, but it is gaining traction in nontraditional industries and sectors.\nSalesforce chimes in as the single most-dominant player in the global CRM space. According to IDC, Salesforce controlled just shy of 20% of all global CRM spending in the first-half of 2020. That was more than the next four competitors, combined. Between internal innovation and CEO Marc Benioff's willingness to lean on acquisitions as a means to cross-sell and broaden its service portfolio and client base, Salesforce's market share lead appears virtually insurmountable in CRM software.\nBenioff anticipates Salesforce surpassing $50 billion in full-year sales by fiscal 2026 after delivering $21.3 billion in annual sales in fiscal 2021. If this projection proves accurate, Salesforce's 20%-plus sustained growth rate should help motor its stock a lot higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800824502,"gmtCreate":1627292403206,"gmtModify":1703486922954,"author":{"id":"4090287502866540","authorId":"4090287502866540","name":"RebornNg","avatar":"https://static.tigerbbs.com/b522b79b684a8ac75bba69dfe793c778","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090287502866540","authorIdStr":"4090287502866540"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800824502","repostId":"1100772026","repostType":4,"repost":{"id":"1100772026","kind":"news","pubTimestamp":1627254622,"share":"https://ttm.financial/m/news/1100772026?lang=&edition=fundamental","pubTime":"2021-07-26 07:10","market":"us","language":"en","title":"Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1100772026","media":"Barrons","summary":"It’s the busiest week of second-quarter earnings season. About $one$ third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, $Visa$, $AMD$, UPS, General Electric, $3M$, and Starbucks headline a 42-report day.$Facebook$, Shopify, Boeing, Ford Motor, $PayPal$ Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday.","content":"<p>It’s the busiest week of second-quarter earnings season. About <a href=\"https://laohu8.com/S/AONE.U\">one</a> third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, <a href=\"https://laohu8.com/S/V\">Visa</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, UPS, General Electric, <a href=\"https://laohu8.com/S/MMM\">3M</a>, and Starbucks headline a 42-report day.</p>\n<p><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Shopify, Boeing, Ford Motor, <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, <a href=\"https://laohu8.com/S/CHTR\">Charter Communications</a>, Chevron, and Procter & Gamble close the week on Friday.</p>\n<p><img src=\"https://static.tigerbbs.com/4564430f7fe9649d97a7a105615955e5\" tg-width=\"1562\" tg-height=\"676\" referrerpolicy=\"no-referrer\">There will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.</p>\n<p>On Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.</p>\n<p>Other data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.</p>\n<p>Monday 7/26</p>\n<p>Cadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.</p>\n<p>The Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.</p>\n<p>Tuesday 7/27</p>\n<p>It’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.</p>\n<p>3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.</p>\n<p>The Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.</p>\n<p>S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.</p>\n<p>Wednesday 7/28</p>\n<p>Automatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.</p>\n<p>The Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.</p>\n<p>Thursday 7/29</p>\n<p>Altria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.</p>\n<p>Robinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.</p>\n<p>The Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.</p>\n<p>Friday 7/30</p>\n<p>AbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter & Gamble, and Weyerhaeuser report quarterly results.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Tesla, Amazon, Pfizer, and Other Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 07:10 GMT+8 <a href=https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉","AAPL":"苹果","FORD":"福沃德工业","BA":"波音","PYPL":"PayPal","SHOP":"Shopify Inc"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51627239605?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100772026","content_text":"It’s the busiest week of second-quarter earnings season. About one third of S&P 500 companies are scheduled to report. Tesla and Lockheed Martin kick things off on M onday, followed by a packed Tuesday: Apple, Microsoft, Alphabet, Visa, AMD, UPS, General Electric, 3M, and Starbucks headline a 42-report day.\nFacebook, Shopify, Boeing, Ford Motor, PayPal Holdings, Pfizer, and Qualcomm release results on Wednesday. Then Amazon.com, Comcast, Mastercard, and T-Mobile US report on Thursday. Finally, Exxon Mobil, Caterpillar, Charter Communications, Chevron, and Procter & Gamble close the week on Friday.\nThere will be plenty of action on the economic calendar this week too. The Federal Reserve’s policy committee wraps up a two-day meeting on Wednesday. A change in interest rates is off the table, but officials could reveal more information about their timeline for reducing bond purchases. Fed Chair Jerome Powell’s post-meeting press conference will be must-watch viewing.\nOn Thursday, the Bureau of Economic Analysis publishes its first official estimate of second-quarter U.S. gross domestic product. Economists are expecting a white-hot 9.1% seasonally adjusted annual growth rate, up from 6.4% in the first quarter.\nOther data out this week include the Conference Board’s Consumer Confidence Index for July and the Commerce Department’s durable goods orders for June, both on Tuesday. The latter is often viewed as a decent proxy for business investment.\nMonday 7/26\nCadence Design Systems, Hasbro, Lockheed Martin, Otis Worldwide, and Tesla report quarterly results.\nThe Census Bureau reports new single-family home sales for June. Economists forecast a seasonally adjusted annual rate of 800,000 new homes sold, 4% more than May’s 769,000.\nTuesday 7/27\nIt’s a big day for megacap tech earnings. Alphabet, Apple, and Microsoft will release quarterly results. The three companies are among the five largest globally by market value, worth a combined $6.4 trillion.\n3M, Advanced Micro Devices, Chubb, Ecolab, General Electric, Invesco, Mondelez International, MSCI, Raytheon Technologies, Starbucks, United Parcel Service, and Visa announce earnings.\nThe Conference Board releases its Consumer Confidence Index for July. Consensus estimate is for a 124 reading, lower than June’s 127.3. The June figure was the highest for the index since the beginning of the pandemic.\nS&P CoreLogic releases its Case-Shiller National Home Price Index for May. Expectations are for a 16.4% year-over-year rise, after a 14.6% jump in April. The April spike was a record for the index going back to 1988, when data were first collected.\nWednesday 7/28\nAutomatic Data Processing, Boeing, Bristol Myers Squibb, Facebook, Ford Motor, Generac Holdings, McDonald’s, Moody’s, Norfolk Southern, PayPal Holdings, Pfizer, Qualcomm, Shopify, and Thermo Fisher Scientific release quarterly results.\nThe Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to leave the federal-funds rate unchanged near zero. Wall Street expects the central bank to announce a timeline for reducing its bond purchases, currently about $120 billion a month, at some time between now and the September meeting.\nThursday 7/29\nAltria Group, Amazon.com, Comcast, Hershey, Hilton Worldwide Holdings, Mastercard, Merck, Molson Coors Beverage, Northrop Grumman, and T-Mobile US hold conference calls to discuss earnings.\nRobinhood Markets, the zero-commission investment app, is expected to begin trading on the Nasdaq exchange under the ticker HOOD. Robinhood plans to offer 55 million shares at $38 to $42 a share, which would value the company at roughly $35 billion.\nThe Bureau of Economic Analysis reports its preliminary estimate of second-quarter gross domestic product. Economists forecast a 9.1% seasonally adjusted annual growth rate, following a 6.4% increase in the first quarter. The Federal Reserve currently projects 7% GDP growth for 2021, which would be the fastest rate of growth since 1984.\nFriday 7/30\nAbbVie, Caterpillar, Charter Communications, Chevron, Colgate-Palmolive, Exxon Mobil, Procter & Gamble, and Weyerhaeuser report quarterly results.","news_type":1},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
