Michelletimt personal page - To The Moon

Michelletimt

No personal profile

5Follow

1Followers

0Topic

0Badge

07-20

Good that mkt sells ... so bargains can be reaped

Microsoft Stock Is a Value Favorite. The Windows Meltdown Won't Change That

06-24

Hoho ... !

Sorry, the original content has been removed

06-18

When delivery results is out ... expect big movement

Tesla Is the Biggest Stock Bubble in History and Shares Are Headed to $15, Short Seller Says

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4090303905872540","uuid":"4090303905872540","gmtCreate":1627200928138,"gmtModify":1627200928138,"name":"Michelletimt","pinyin":"michelletimt","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","hatId":"ca_profile_frame_PjQGBT","hatName":"","vip":1,"status":2,"fanSize":1,"headSize":5,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"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":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"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":"2024.04.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.20","exceedPercentage":"80.42%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.01","exceedPercentage":"80.96%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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":5,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.20","exceedPercentage":"80.58%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":1,"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":329435787211024,"gmtCreate":1721434325312,"gmtModify":1721434758909,"author":{"id":"4090303905872540","authorId":"4090303905872540","name":"Michelletimt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090303905872540","authorIdStr":"4090303905872540"},"themes":[],"htmlText":"Good that mkt sells ... so bargains can be reaped","listText":"Good that mkt sells ... so bargains can be reaped","text":"Good that mkt sells ... so bargains can be reaped","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329435787211024","repostId":"2452067534","repostType":2,"repost":{"id":"2452067534","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1721434206,"share":"https://ttm.financial/m/news/2452067534?lang=&edition=fundamental","pubTime":"2024-07-20 08:10","market":"hk","language":"en","title":"Microsoft Stock Is a Value Favorite. The Windows Meltdown Won't Change That","url":"https://stock-news.laohu8.com/highlight/detail?id=2452067534","media":"Dow Jones","summary":"Microsoft has wound up in a place no company wants to be: The subject of negative front-page headlines around the world. But the legion of value-fund managers who love the stock are likely to shrug off the news, so investors should consider doing the same.Shares of Microsoft were down 0.2%, or 85 cents, to $439 on Friday, following an overnight IT outage that snarled Windows computer systems around the world. The problems, which appear to have been tied to a software update from the cybersecurity firm CrowdStrike, stranded thousands of travelers and disrupted operations at financial companies such as Charles Schwab and Vanguard.Microsoft shares are owned by about 44% of large-cap value managers, according to Morningstar data. While some own just token stakes, Microsoft is among the largest holdings at others. Only about 25% of large value funds own Meta Platforms, and 10% own Amazon.com.\"This just shows how dependent everyone is on Microsoft,\" said Jonathan Boyar, co-manager of the Boy","content":"<html><head></head><body><p>Microsoft has wound up in a place no company wants to be: The subject of negative front-page headlines around the world. But the legion of value-fund managers who love the stock are likely to shrug off the news, so investors should consider doing the same.</p><p>Shares of Microsoft were down 0.74% to $437.11 on Friday, following an overnight IT outage that snarled Windows computer systems around the world. The problems, which appear to have been tied to a software update from the cybersecurity firm CrowdStrike, stranded thousands of travelers and disrupted operations at financial companies.</p><p>Despite Friday&#39;s bad news, Microsoft is still up nearly 32% in the past year. While tech-stock investors aren&#39;t necessarily known for tuning out hype, Microsoft has a surprising cohort of die-hard fans that are.</p><p>Microsoft shares are owned by about 44% of large-cap value managers, according to Morningstar data. While some own just token stakes, Microsoft is among the largest holdings at others. Only about 25% of large value funds own <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and 10% own Amazon.com.</p><p>Microsoft&#39;s presence in value funds might seem hard to swallow given that its price-to-earnings ratio is 38, compared with 26 for the S&amp;P 500. But as Morningstar analyst Jack Shannon says, many value managers aim to buy underpriced stocks and hold them for years, until the market recognizes their worth. As recently as a decade ago, in 2014, Microsoft was trading at just 14. In 2012, it was priced at 10 times earnings.</p><p>Microsoft&#39;s business also has some features that value-style investors might like. Businesses across the world rely on Microsoft&#39;s suite of Office productivity products. While Friday&#39;s news shows the downsides of that ubiquity, it also gives Microsoft impressive protection against competition, making it difficult for even frustrated users to contemplate switching.</p><p>A large share of Microsoft&#39;s revenue -- from both its Office products and its highly profitable Azure cloud-computing unit -- also tends to be recurring. Clients essentially sign up for subscriptions that throw off easy-to-forecast tranches of cash, notes Angelo Zino, stock analyst at CFRA. &#34;The visibility is something investors really like,&#34; he says.</p><p>All that is outside of Microsoft&#39;s high-profile partnership with OpenAI, which is a much faster-growing business proposition, with higher risks and potential rewards. Zino estimates AI contributes about six to seven percentage points to the 30% annual growth rate at the Azure cloud-computing business, although that should increase over time.</p><p>No wonder value managers have been unlikely to part with Microsoft. And Friday&#39;s kerfuffle isn&#39;t likely to change their minds.</p><p>&#34;This just shows how dependent everyone is on Microsoft,&#34; said Jonathan Boyar, co-manager of the Boyar Value fund, in an interview Friday morning. The fund has more than 10% of its assets invested in Microsoft, its second-largest holding.</p><p>Boyar says the fund bought Microsoft in 2006, when it was trading at just 12 times earnings. The fund hasn&#39;t sold, in part because that would trigger a large capital gain for clients, but also because Microsoft remains a very attractive stock. &#34;It&#39;s a high quality, best-in-breed business,&#34; he said. &#34;We think it will dominate for years to come.&#34;</p><p>McCoy Penninger, co-manager of Union Street Partners Value Fund tells a similar story. Microsoft is the fund&#39;s largest holding, also at more than 10% of the portfolio. It&#39;s a stock the fund has owned since its 2011 inception.</p><p>&#34;Since [CEO] Satya [Nadella] has taken over, Microsoft has made the right bets and positioned the company well to win in emerging tech markets like Cloud and AI,&#34; he wrote in an email Friday. &#34;The prospect of operating a business without using a Microsoft product is nearly unthinkable.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Is a Value Favorite. The Windows Meltdown Won't Change That</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Is a Value Favorite. The Windows Meltdown Won't Change That\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-20 08:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Microsoft has wound up in a place no company wants to be: The subject of negative front-page headlines around the world. But the legion of value-fund managers who love the stock are likely to shrug off the news, so investors should consider doing the same.</p><p>Shares of Microsoft were down 0.74% to $437.11 on Friday, following an overnight IT outage that snarled Windows computer systems around the world. The problems, which appear to have been tied to a software update from the cybersecurity firm CrowdStrike, stranded thousands of travelers and disrupted operations at financial companies.</p><p>Despite Friday&#39;s bad news, Microsoft is still up nearly 32% in the past year. While tech-stock investors aren&#39;t necessarily known for tuning out hype, Microsoft has a surprising cohort of die-hard fans that are.</p><p>Microsoft shares are owned by about 44% of large-cap value managers, according to Morningstar data. While some own just token stakes, Microsoft is among the largest holdings at others. Only about 25% of large value funds own <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and 10% own Amazon.com.</p><p>Microsoft&#39;s presence in value funds might seem hard to swallow given that its price-to-earnings ratio is 38, compared with 26 for the S&amp;P 500. But as Morningstar analyst Jack Shannon says, many value managers aim to buy underpriced stocks and hold them for years, until the market recognizes their worth. As recently as a decade ago, in 2014, Microsoft was trading at just 14. In 2012, it was priced at 10 times earnings.</p><p>Microsoft&#39;s business also has some features that value-style investors might like. Businesses across the world rely on Microsoft&#39;s suite of Office productivity products. While Friday&#39;s news shows the downsides of that ubiquity, it also gives Microsoft impressive protection against competition, making it difficult for even frustrated users to contemplate switching.</p><p>A large share of Microsoft&#39;s revenue -- from both its Office products and its highly profitable Azure cloud-computing unit -- also tends to be recurring. Clients essentially sign up for subscriptions that throw off easy-to-forecast tranches of cash, notes Angelo Zino, stock analyst at CFRA. &#34;The visibility is something investors really like,&#34; he says.</p><p>All that is outside of Microsoft&#39;s high-profile partnership with OpenAI, which is a much faster-growing business proposition, with higher risks and potential rewards. Zino estimates AI contributes about six to seven percentage points to the 30% annual growth rate at the Azure cloud-computing business, although that should increase over time.</p><p>No wonder value managers have been unlikely to part with Microsoft. And Friday&#39;s kerfuffle isn&#39;t likely to change their minds.</p><p>&#34;This just shows how dependent everyone is on Microsoft,&#34; said Jonathan Boyar, co-manager of the Boyar Value fund, in an interview Friday morning. The fund has more than 10% of its assets invested in Microsoft, its second-largest holding.</p><p>Boyar says the fund bought Microsoft in 2006, when it was trading at just 12 times earnings. The fund hasn&#39;t sold, in part because that would trigger a large capital gain for clients, but also because Microsoft remains a very attractive stock. &#34;It&#39;s a high quality, best-in-breed business,&#34; he said. &#34;We think it will dominate for years to come.&#34;</p><p>McCoy Penninger, co-manager of Union Street Partners Value Fund tells a similar story. Microsoft is the fund&#39;s largest holding, also at more than 10% of the portfolio. It&#39;s a stock the fund has owned since its 2011 inception.</p><p>&#34;Since [CEO] Satya [Nadella] has taken over, Microsoft has made the right bets and positioned the company well to win in emerging tech markets like Cloud and AI,&#34; he wrote in an email Friday. &#34;The prospect of operating a business without using a Microsoft product is nearly unthinkable.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4576":"AR","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4577":"网络游戏","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","BK4567":"ESG概念","BK4561":"索罗斯持仓","BK4581":"高盛持仓","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4560":"网络安全概念","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","MSFT":"微软","BK4592":"伊斯兰概念","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452067534","content_text":"Microsoft has wound up in a place no company wants to be: The subject of negative front-page headlines around the world. But the legion of value-fund managers who love the stock are likely to shrug off the news, so investors should consider doing the same.Shares of Microsoft were down 0.74% to $437.11 on Friday, following an overnight IT outage that snarled Windows computer systems around the world. The problems, which appear to have been tied to a software update from the cybersecurity firm CrowdStrike, stranded thousands of travelers and disrupted operations at financial companies.Despite Friday's bad news, Microsoft is still up nearly 32% in the past year. While tech-stock investors aren't necessarily known for tuning out hype, Microsoft has a surprising cohort of die-hard fans that are.Microsoft shares are owned by about 44% of large-cap value managers, according to Morningstar data. While some own just token stakes, Microsoft is among the largest holdings at others. Only about 25% of large value funds own Meta Platforms, and 10% own Amazon.com.Microsoft's presence in value funds might seem hard to swallow given that its price-to-earnings ratio is 38, compared with 26 for the S&P 500. But as Morningstar analyst Jack Shannon says, many value managers aim to buy underpriced stocks and hold them for years, until the market recognizes their worth. As recently as a decade ago, in 2014, Microsoft was trading at just 14. In 2012, it was priced at 10 times earnings.Microsoft's business also has some features that value-style investors might like. Businesses across the world rely on Microsoft's suite of Office productivity products. While Friday's news shows the downsides of that ubiquity, it also gives Microsoft impressive protection against competition, making it difficult for even frustrated users to contemplate switching.A large share of Microsoft's revenue -- from both its Office products and its highly profitable Azure cloud-computing unit -- also tends to be recurring. Clients essentially sign up for subscriptions that throw off easy-to-forecast tranches of cash, notes Angelo Zino, stock analyst at CFRA. \"The visibility is something investors really like,\" he says.All that is outside of Microsoft's high-profile partnership with OpenAI, which is a much faster-growing business proposition, with higher risks and potential rewards. Zino estimates AI contributes about six to seven percentage points to the 30% annual growth rate at the Azure cloud-computing business, although that should increase over time.No wonder value managers have been unlikely to part with Microsoft. And Friday's kerfuffle isn't likely to change their minds.\"This just shows how dependent everyone is on Microsoft,\" said Jonathan Boyar, co-manager of the Boyar Value fund, in an interview Friday morning. The fund has more than 10% of its assets invested in Microsoft, its second-largest holding.Boyar says the fund bought Microsoft in 2006, when it was trading at just 12 times earnings. The fund hasn't sold, in part because that would trigger a large capital gain for clients, but also because Microsoft remains a very attractive stock. \"It's a high quality, best-in-breed business,\" he said. \"We think it will dominate for years to come.\"McCoy Penninger, co-manager of Union Street Partners Value Fund tells a similar story. Microsoft is the fund's largest holding, also at more than 10% of the portfolio. It's a stock the fund has owned since its 2011 inception.\"Since [CEO] Satya [Nadella] has taken over, Microsoft has made the right bets and positioned the company well to win in emerging tech markets like Cloud and AI,\" he wrote in an email Friday. \"The prospect of operating a business without using a Microsoft product is nearly unthinkable.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320311329075392,"gmtCreate":1719234052429,"gmtModify":1719235250015,"author":{"id":"4090303905872540","authorId":"4090303905872540","name":"Michelletimt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090303905872540","authorIdStr":"4090303905872540"},"themes":[],"htmlText":"Hoho ... !","listText":"Hoho ... !","text":"Hoho ... !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320311329075392","repostId":"2445073905","repostType":2,"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318222329434288,"gmtCreate":1718719089475,"gmtModify":1718719502122,"author":{"id":"4090303905872540","authorId":"4090303905872540","name":"Michelletimt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090303905872540","authorIdStr":"4090303905872540"},"themes":[],"htmlText":"When delivery results is out ... expect big movement&nbsp;","listText":"When delivery results is out ... expect big movement&nbsp;","text":"When delivery results is out ... expect big movement","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318222329434288","repostId":"1147177605","repostType":2,"repost":{"id":"1147177605","pubTimestamp":1718718859,"share":"https://ttm.financial/m/news/1147177605?lang=&edition=fundamental","pubTime":"2024-06-18 21:54","market":"us","language":"en","title":"Tesla Is the Biggest Stock Bubble in History and Shares Are Headed to $15, Short Seller Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1147177605","media":"Markets Insider","summary":"Tesla shares down 1.5% in morning trading on Tuesday after 5.3% rise in previous session.Tesla stock is wildly overpriced and could soon face an extreme correction, according to short-seller Per Lekander.\"In my view, Tesla is the biggest stock market bubble in world history,\" The Clean Energy Transition CEO said in an interview with Yahoo Finance last week. \"The models are aged, and valuation is absolutely insane. Earnings are falling off a cliff,\" he added, estimating Tesla's earnings could fal","content":"<html><head></head><body><p>Tesla shares down 1.5% in morning trading on Tuesday after 5.3% rise in previous session.</p><p>Tesla stock is wildly overpriced and could soon face an extreme correction, according to short-seller Per Lekander.</p><p>&#34;In my view, Tesla is the biggest stock market bubble in world history,&#34; The Clean Energy Transition CEO said in an interview with Yahoo Finance last week. &#34;The models are aged, and valuation is absolutely insane. Earnings are falling off a cliff,&#34; he added, estimating Tesla&#39;s earnings could fall as much as 50% this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/584d30651d0398b98dd4e4802fbdb968\" title=\"\" tg-width=\"786\" tg-height=\"625\"/></p><p>Lekander, who has been shorting Tesla stock since 2020, echoed other Tesla bears, who have criticized the stock&#39;s lofty valuation and predicted a coming correction. The company&#39;s sales were far below expectations last quarter, indicating that the carmaker is struggling with anemic demand and rising competition in the electric vehicle space.</p><p>The company also faces risks from multiple ongoing lawsuits, as well as its big compensation packages for Tesla&#39;s board, Lekander said.</p><p>&#34;I think, given that there is no growth here — 10 times earnings is very generous — my price target is $15 … I think this is hugely dangerous,&#34; he said.</p><p>Lekander&#39;s price target implies a 91% crash from Tesla&#39;s current levels, which he predicted could come as soon as the company reports its second-quarter results.</p><p>Deliveries will likely improve given Tesla&#39;s dismal first-quarter production results, but the carmaker&#39;s profits will be &#34;absolutely terrible,&#34; Lekander said.</p><p>&#34;There is a chance the company will be loss-making,&#34; he said.</p><p>If the company reports losses for two quarters in a row, the stock could easily see losses in the double-digits, Lekander predicted.</p><p>&#34;Once it goes down, it&#39;s going to go down more … I think we are very, very close to the turning point, because so far it&#39;s been a slippery slope,&#34; he said.</p></body></html>","source":"marketsinsider","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 Is the Biggest Stock Bubble in History and Shares Are Headed to $15, Short Seller Says</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 Is the Biggest Stock Bubble in History and Shares Are Headed to $15, Short Seller Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-18 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/tesla-stock-price-prediction-crash-earnings-deliveries-outlook-bubble-tsla-2024-6><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla shares down 1.5% in morning trading on Tuesday after 5.3% rise in previous session.Tesla stock is wildly overpriced and could soon face an extreme correction, according to short-seller Per ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/tesla-stock-price-prediction-crash-earnings-deliveries-outlook-bubble-tsla-2024-6\">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://markets.businessinsider.com/news/stocks/tesla-stock-price-prediction-crash-earnings-deliveries-outlook-bubble-tsla-2024-6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147177605","content_text":"Tesla shares down 1.5% in morning trading on Tuesday after 5.3% rise in previous session.Tesla stock is wildly overpriced and could soon face an extreme correction, according to short-seller Per Lekander.\"In my view, Tesla is the biggest stock market bubble in world history,\" The Clean Energy Transition CEO said in an interview with Yahoo Finance last week. \"The models are aged, and valuation is absolutely insane. Earnings are falling off a cliff,\" he added, estimating Tesla's earnings could fall as much as 50% this year.Lekander, who has been shorting Tesla stock since 2020, echoed other Tesla bears, who have criticized the stock's lofty valuation and predicted a coming correction. The company's sales were far below expectations last quarter, indicating that the carmaker is struggling with anemic demand and rising competition in the electric vehicle space.The company also faces risks from multiple ongoing lawsuits, as well as its big compensation packages for Tesla's board, Lekander said.\"I think, given that there is no growth here — 10 times earnings is very generous — my price target is $15 … I think this is hugely dangerous,\" he said.Lekander's price target implies a 91% crash from Tesla's current levels, which he predicted could come as soon as the company reports its second-quarter results.Deliveries will likely improve given Tesla's dismal first-quarter production results, but the carmaker's profits will be \"absolutely terrible,\" Lekander said.\"There is a chance the company will be loss-making,\" he said.If the company reports losses for two quarters in a row, the stock could easily see losses in the double-digits, Lekander predicted.\"Once it goes down, it's going to go down more … I think we are very, very close to the turning point, because so far it's been a slippery slope,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":320311329075392,"gmtCreate":1719234052429,"gmtModify":1719235250015,"author":{"id":"4090303905872540","authorId":"4090303905872540","name":"Michelletimt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090303905872540","authorIdStr":"4090303905872540"},"themes":[],"htmlText":"Hoho ... !","listText":"Hoho ... !","text":"Hoho ... !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320311329075392","repostId":"2445073905","repostType":2,"repost":{"id":"2445073905","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1719234000,"share":"https://ttm.financial/m/news/2445073905?lang=&edition=fundamental","pubTime":"2024-06-24 21:00","market":"us","language":"en","title":"Tesla Delivery Results Are Coming. Brace for More Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=2445073905","media":"Dow Jones","summary":"Tesla is slated to report second-quarter deliveries in just over a week. Wall Street estimates look too high, creating a risk for its stock.Wall Street currently projects about 450,000 cars delivered ","content":"<html><head></head><body><p style=\"text-align: start;\">Tesla is slated to report second-quarter deliveries in just over a week. Wall Street estimates look too high, creating a risk for its stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e255933c4b4e1149ada60c2e1c478ea\" alt=\"Wall Street currently projects about 450,000 cars delivered by Tela in the second quarter. That prediction looks aggressive.\" title=\"Wall Street currently projects about 450,000 cars delivered by Tela in the second quarter. That prediction looks aggressive.\" tg-width=\"957\" tg-height=\"635\"/><span>Wall Street currently projects about 450,000 cars delivered by Tela in the second quarter. That prediction looks aggressive.</span></p><p style=\"text-align: start;\">The electric-vehicle maker typically reports global quarterly delivery numbers on the second day of a new quarter. For the second quarter, Wall Street expects just under 450,000 units, according to FactSet—about 4% lower compared with the 466,000 units delivered in the second quarter of 2023.</p><p>The 450,000 figure, however, looks too high. Recent estimates have been closer to 415,000 units. On Sunday, a Tesla delivery researcher using the pseudonym Troy Teslike published his updated second-quarter estimate. He’s looking for 416,000 cars.</p><p>To project results Teslike aggregates registration data in the U.S. and sales data from Europe, among other things. His estimates are widely followed on social-media site X and used by many Wall Street analysts when checking their own delivery estimates.</p><p>The 416,000 figure is down almost 11% year over year, worse than the nearly 9% drop in the first quarter. Falling faster in the second quarter would be a surprise. The first-quarter result, with some 387,000 cars sold, missed the lowest Wall Street quarterly estimates and sent Tesla shares lower.</p><p>Another weak quarter could pressure shares again—and would set off another round of delivery and cuts to earnings estimates.</p><p>At the start of the year, Wall Street expected Tesla to deliver about 2.1 million cars and earn about $3.80 a share in 2024. Now analysts expect Tesla to deliver about 1.8 million cars, flat with 2023, and earn about $2.40 a share.</p><p>The estimate cuts are a big part of the reason Tesla stock is down about 26% so far this year coming into Monday trading.</p><p>Shares aren’t moving much off lower delivery estimates. Tesla stock was rising 0.2% in early trading Monday at $183.35 a share while S&amp;P 500 futures were up 0.1% and those tied to the Nasdaq Composite were down less than 0.1%. Over the past week, Tesla stock was up almost 3%.</p><p>One reason shares are unaffected could be that investors don’t believe the 450,000 consensus delivery estimate. They may have already set their sites lower. Wall Street’s published numbers tend to move more slowly than investor expectations.</p><p>Another reason is that there is always a lot going on with Tesla stock. Investors are also awaiting Tesla’s Aug. 8 robotaxi event, where the company is likely to show off a prototype and update investors about its strides in making cars truly drive themselves.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Delivery Results Are Coming. Brace for More Bad News</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 Delivery Results Are Coming. Brace for More Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-24 21:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Tesla is slated to report second-quarter deliveries in just over a week. Wall Street estimates look too high, creating a risk for its stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e255933c4b4e1149ada60c2e1c478ea\" alt=\"Wall Street currently projects about 450,000 cars delivered by Tela in the second quarter. That prediction looks aggressive.\" title=\"Wall Street currently projects about 450,000 cars delivered by Tela in the second quarter. That prediction looks aggressive.\" tg-width=\"957\" tg-height=\"635\"/><span>Wall Street currently projects about 450,000 cars delivered by Tela in the second quarter. That prediction looks aggressive.</span></p><p style=\"text-align: start;\">The electric-vehicle maker typically reports global quarterly delivery numbers on the second day of a new quarter. For the second quarter, Wall Street expects just under 450,000 units, according to FactSet—about 4% lower compared with the 466,000 units delivered in the second quarter of 2023.</p><p>The 450,000 figure, however, looks too high. Recent estimates have been closer to 415,000 units. On Sunday, a Tesla delivery researcher using the pseudonym Troy Teslike published his updated second-quarter estimate. He’s looking for 416,000 cars.</p><p>To project results Teslike aggregates registration data in the U.S. and sales data from Europe, among other things. His estimates are widely followed on social-media site X and used by many Wall Street analysts when checking their own delivery estimates.</p><p>The 416,000 figure is down almost 11% year over year, worse than the nearly 9% drop in the first quarter. Falling faster in the second quarter would be a surprise. The first-quarter result, with some 387,000 cars sold, missed the lowest Wall Street quarterly estimates and sent Tesla shares lower.</p><p>Another weak quarter could pressure shares again—and would set off another round of delivery and cuts to earnings estimates.</p><p>At the start of the year, Wall Street expected Tesla to deliver about 2.1 million cars and earn about $3.80 a share in 2024. Now analysts expect Tesla to deliver about 1.8 million cars, flat with 2023, and earn about $2.40 a share.</p><p>The estimate cuts are a big part of the reason Tesla stock is down about 26% so far this year coming into Monday trading.</p><p>Shares aren’t moving much off lower delivery estimates. Tesla stock was rising 0.2% in early trading Monday at $183.35 a share while S&amp;P 500 futures were up 0.1% and those tied to the Nasdaq Composite were down less than 0.1%. Over the past week, Tesla stock was up almost 3%.</p><p>One reason shares are unaffected could be that investors don’t believe the 450,000 consensus delivery estimate. They may have already set their sites lower. Wall Street’s published numbers tend to move more slowly than investor expectations.</p><p>Another reason is that there is always a lot going on with Tesla stock. Investors are also awaiting Tesla’s Aug. 8 robotaxi event, where the company is likely to show off a prototype and update investors about its strides in making cars truly drive themselves.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4592":"伊斯兰概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823414478.USD":"法巴经典能源转换基金","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2445073905","content_text":"Tesla is slated to report second-quarter deliveries in just over a week. Wall Street estimates look too high, creating a risk for its stock.Wall Street currently projects about 450,000 cars delivered by Tela in the second quarter. That prediction looks aggressive.The electric-vehicle maker typically reports global quarterly delivery numbers on the second day of a new quarter. For the second quarter, Wall Street expects just under 450,000 units, according to FactSet—about 4% lower compared with the 466,000 units delivered in the second quarter of 2023.The 450,000 figure, however, looks too high. Recent estimates have been closer to 415,000 units. On Sunday, a Tesla delivery researcher using the pseudonym Troy Teslike published his updated second-quarter estimate. He’s looking for 416,000 cars.To project results Teslike aggregates registration data in the U.S. and sales data from Europe, among other things. His estimates are widely followed on social-media site X and used by many Wall Street analysts when checking their own delivery estimates.The 416,000 figure is down almost 11% year over year, worse than the nearly 9% drop in the first quarter. Falling faster in the second quarter would be a surprise. The first-quarter result, with some 387,000 cars sold, missed the lowest Wall Street quarterly estimates and sent Tesla shares lower.Another weak quarter could pressure shares again—and would set off another round of delivery and cuts to earnings estimates.At the start of the year, Wall Street expected Tesla to deliver about 2.1 million cars and earn about $3.80 a share in 2024. Now analysts expect Tesla to deliver about 1.8 million cars, flat with 2023, and earn about $2.40 a share.The estimate cuts are a big part of the reason Tesla stock is down about 26% so far this year coming into Monday trading.Shares aren’t moving much off lower delivery estimates. Tesla stock was rising 0.2% in early trading Monday at $183.35 a share while S&P 500 futures were up 0.1% and those tied to the Nasdaq Composite were down less than 0.1%. Over the past week, Tesla stock was up almost 3%.One reason shares are unaffected could be that investors don’t believe the 450,000 consensus delivery estimate. They may have already set their sites lower. Wall Street’s published numbers tend to move more slowly than investor expectations.Another reason is that there is always a lot going on with Tesla stock. Investors are also awaiting Tesla’s Aug. 8 robotaxi event, where the company is likely to show off a prototype and update investors about its strides in making cars truly drive themselves.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318222329434288,"gmtCreate":1718719089475,"gmtModify":1718719502122,"author":{"id":"4090303905872540","authorId":"4090303905872540","name":"Michelletimt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090303905872540","authorIdStr":"4090303905872540"},"themes":[],"htmlText":"When delivery results is out ... expect big movement&nbsp;","listText":"When delivery results is out ... expect big movement&nbsp;","text":"When delivery results is out ... expect big movement","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318222329434288","repostId":"1147177605","repostType":2,"repost":{"id":"1147177605","pubTimestamp":1718718859,"share":"https://ttm.financial/m/news/1147177605?lang=&edition=fundamental","pubTime":"2024-06-18 21:54","market":"us","language":"en","title":"Tesla Is the Biggest Stock Bubble in History and Shares Are Headed to $15, Short Seller Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1147177605","media":"Markets Insider","summary":"Tesla shares down 1.5% in morning trading on Tuesday after 5.3% rise in previous session.Tesla stock is wildly overpriced and could soon face an extreme correction, according to short-seller Per Lekander.\"In my view, Tesla is the biggest stock market bubble in world history,\" The Clean Energy Transition CEO said in an interview with Yahoo Finance last week. \"The models are aged, and valuation is absolutely insane. Earnings are falling off a cliff,\" he added, estimating Tesla's earnings could fal","content":"<html><head></head><body><p>Tesla shares down 1.5% in morning trading on Tuesday after 5.3% rise in previous session.</p><p>Tesla stock is wildly overpriced and could soon face an extreme correction, according to short-seller Per Lekander.</p><p>&#34;In my view, Tesla is the biggest stock market bubble in world history,&#34; The Clean Energy Transition CEO said in an interview with Yahoo Finance last week. &#34;The models are aged, and valuation is absolutely insane. Earnings are falling off a cliff,&#34; he added, estimating Tesla&#39;s earnings could fall as much as 50% this year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/584d30651d0398b98dd4e4802fbdb968\" title=\"\" tg-width=\"786\" tg-height=\"625\"/></p><p>Lekander, who has been shorting Tesla stock since 2020, echoed other Tesla bears, who have criticized the stock&#39;s lofty valuation and predicted a coming correction. The company&#39;s sales were far below expectations last quarter, indicating that the carmaker is struggling with anemic demand and rising competition in the electric vehicle space.</p><p>The company also faces risks from multiple ongoing lawsuits, as well as its big compensation packages for Tesla&#39;s board, Lekander said.</p><p>&#34;I think, given that there is no growth here — 10 times earnings is very generous — my price target is $15 … I think this is hugely dangerous,&#34; he said.</p><p>Lekander&#39;s price target implies a 91% crash from Tesla&#39;s current levels, which he predicted could come as soon as the company reports its second-quarter results.</p><p>Deliveries will likely improve given Tesla&#39;s dismal first-quarter production results, but the carmaker&#39;s profits will be &#34;absolutely terrible,&#34; Lekander said.</p><p>&#34;There is a chance the company will be loss-making,&#34; he said.</p><p>If the company reports losses for two quarters in a row, the stock could easily see losses in the double-digits, Lekander predicted.</p><p>&#34;Once it goes down, it&#39;s going to go down more … I think we are very, very close to the turning point, because so far it&#39;s been a slippery slope,&#34; he said.</p></body></html>","source":"marketsinsider","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 Is the Biggest Stock Bubble in History and Shares Are Headed to $15, Short Seller Says</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 Is the Biggest Stock Bubble in History and Shares Are Headed to $15, Short Seller Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-18 21:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/tesla-stock-price-prediction-crash-earnings-deliveries-outlook-bubble-tsla-2024-6><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla shares down 1.5% in morning trading on Tuesday after 5.3% rise in previous session.Tesla stock is wildly overpriced and could soon face an extreme correction, according to short-seller Per ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/tesla-stock-price-prediction-crash-earnings-deliveries-outlook-bubble-tsla-2024-6\">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://markets.businessinsider.com/news/stocks/tesla-stock-price-prediction-crash-earnings-deliveries-outlook-bubble-tsla-2024-6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147177605","content_text":"Tesla shares down 1.5% in morning trading on Tuesday after 5.3% rise in previous session.Tesla stock is wildly overpriced and could soon face an extreme correction, according to short-seller Per Lekander.\"In my view, Tesla is the biggest stock market bubble in world history,\" The Clean Energy Transition CEO said in an interview with Yahoo Finance last week. \"The models are aged, and valuation is absolutely insane. Earnings are falling off a cliff,\" he added, estimating Tesla's earnings could fall as much as 50% this year.Lekander, who has been shorting Tesla stock since 2020, echoed other Tesla bears, who have criticized the stock's lofty valuation and predicted a coming correction. The company's sales were far below expectations last quarter, indicating that the carmaker is struggling with anemic demand and rising competition in the electric vehicle space.The company also faces risks from multiple ongoing lawsuits, as well as its big compensation packages for Tesla's board, Lekander said.\"I think, given that there is no growth here — 10 times earnings is very generous — my price target is $15 … I think this is hugely dangerous,\" he said.Lekander's price target implies a 91% crash from Tesla's current levels, which he predicted could come as soon as the company reports its second-quarter results.Deliveries will likely improve given Tesla's dismal first-quarter production results, but the carmaker's profits will be \"absolutely terrible,\" Lekander said.\"There is a chance the company will be loss-making,\" he said.If the company reports losses for two quarters in a row, the stock could easily see losses in the double-digits, Lekander predicted.\"Once it goes down, it's going to go down more … I think we are very, very close to the turning point, because so far it's been a slippery slope,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329435787211024,"gmtCreate":1721434325312,"gmtModify":1721434758909,"author":{"id":"4090303905872540","authorId":"4090303905872540","name":"Michelletimt","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4090303905872540","authorIdStr":"4090303905872540"},"themes":[],"htmlText":"Good that mkt sells ... so bargains can be reaped","listText":"Good that mkt sells ... so bargains can be reaped","text":"Good that mkt sells ... so bargains can be reaped","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329435787211024","repostId":"2452067534","repostType":2,"repost":{"id":"2452067534","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1721434206,"share":"https://ttm.financial/m/news/2452067534?lang=&edition=fundamental","pubTime":"2024-07-20 08:10","market":"hk","language":"en","title":"Microsoft Stock Is a Value Favorite. The Windows Meltdown Won't Change That","url":"https://stock-news.laohu8.com/highlight/detail?id=2452067534","media":"Dow Jones","summary":"Microsoft has wound up in a place no company wants to be: The subject of negative front-page headlines around the world. But the legion of value-fund managers who love the stock are likely to shrug off the news, so investors should consider doing the same.Shares of Microsoft were down 0.2%, or 85 cents, to $439 on Friday, following an overnight IT outage that snarled Windows computer systems around the world. The problems, which appear to have been tied to a software update from the cybersecurity firm CrowdStrike, stranded thousands of travelers and disrupted operations at financial companies such as Charles Schwab and Vanguard.Microsoft shares are owned by about 44% of large-cap value managers, according to Morningstar data. While some own just token stakes, Microsoft is among the largest holdings at others. Only about 25% of large value funds own Meta Platforms, and 10% own Amazon.com.\"This just shows how dependent everyone is on Microsoft,\" said Jonathan Boyar, co-manager of the Boy","content":"<html><head></head><body><p>Microsoft has wound up in a place no company wants to be: The subject of negative front-page headlines around the world. But the legion of value-fund managers who love the stock are likely to shrug off the news, so investors should consider doing the same.</p><p>Shares of Microsoft were down 0.74% to $437.11 on Friday, following an overnight IT outage that snarled Windows computer systems around the world. The problems, which appear to have been tied to a software update from the cybersecurity firm CrowdStrike, stranded thousands of travelers and disrupted operations at financial companies.</p><p>Despite Friday&#39;s bad news, Microsoft is still up nearly 32% in the past year. While tech-stock investors aren&#39;t necessarily known for tuning out hype, Microsoft has a surprising cohort of die-hard fans that are.</p><p>Microsoft shares are owned by about 44% of large-cap value managers, according to Morningstar data. While some own just token stakes, Microsoft is among the largest holdings at others. Only about 25% of large value funds own <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and 10% own Amazon.com.</p><p>Microsoft&#39;s presence in value funds might seem hard to swallow given that its price-to-earnings ratio is 38, compared with 26 for the S&amp;P 500. But as Morningstar analyst Jack Shannon says, many value managers aim to buy underpriced stocks and hold them for years, until the market recognizes their worth. As recently as a decade ago, in 2014, Microsoft was trading at just 14. In 2012, it was priced at 10 times earnings.</p><p>Microsoft&#39;s business also has some features that value-style investors might like. Businesses across the world rely on Microsoft&#39;s suite of Office productivity products. While Friday&#39;s news shows the downsides of that ubiquity, it also gives Microsoft impressive protection against competition, making it difficult for even frustrated users to contemplate switching.</p><p>A large share of Microsoft&#39;s revenue -- from both its Office products and its highly profitable Azure cloud-computing unit -- also tends to be recurring. Clients essentially sign up for subscriptions that throw off easy-to-forecast tranches of cash, notes Angelo Zino, stock analyst at CFRA. &#34;The visibility is something investors really like,&#34; he says.</p><p>All that is outside of Microsoft&#39;s high-profile partnership with OpenAI, which is a much faster-growing business proposition, with higher risks and potential rewards. Zino estimates AI contributes about six to seven percentage points to the 30% annual growth rate at the Azure cloud-computing business, although that should increase over time.</p><p>No wonder value managers have been unlikely to part with Microsoft. And Friday&#39;s kerfuffle isn&#39;t likely to change their minds.</p><p>&#34;This just shows how dependent everyone is on Microsoft,&#34; said Jonathan Boyar, co-manager of the Boyar Value fund, in an interview Friday morning. The fund has more than 10% of its assets invested in Microsoft, its second-largest holding.</p><p>Boyar says the fund bought Microsoft in 2006, when it was trading at just 12 times earnings. The fund hasn&#39;t sold, in part because that would trigger a large capital gain for clients, but also because Microsoft remains a very attractive stock. &#34;It&#39;s a high quality, best-in-breed business,&#34; he said. &#34;We think it will dominate for years to come.&#34;</p><p>McCoy Penninger, co-manager of Union Street Partners Value Fund tells a similar story. Microsoft is the fund&#39;s largest holding, also at more than 10% of the portfolio. It&#39;s a stock the fund has owned since its 2011 inception.</p><p>&#34;Since [CEO] Satya [Nadella] has taken over, Microsoft has made the right bets and positioned the company well to win in emerging tech markets like Cloud and AI,&#34; he wrote in an email Friday. &#34;The prospect of operating a business without using a Microsoft product is nearly unthinkable.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Stock Is a Value Favorite. The Windows Meltdown Won't Change That</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Stock Is a Value Favorite. The Windows Meltdown Won't Change That\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-20 08:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Microsoft has wound up in a place no company wants to be: The subject of negative front-page headlines around the world. But the legion of value-fund managers who love the stock are likely to shrug off the news, so investors should consider doing the same.</p><p>Shares of Microsoft were down 0.74% to $437.11 on Friday, following an overnight IT outage that snarled Windows computer systems around the world. The problems, which appear to have been tied to a software update from the cybersecurity firm CrowdStrike, stranded thousands of travelers and disrupted operations at financial companies.</p><p>Despite Friday&#39;s bad news, Microsoft is still up nearly 32% in the past year. While tech-stock investors aren&#39;t necessarily known for tuning out hype, Microsoft has a surprising cohort of die-hard fans that are.</p><p>Microsoft shares are owned by about 44% of large-cap value managers, according to Morningstar data. While some own just token stakes, Microsoft is among the largest holdings at others. Only about 25% of large value funds own <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and 10% own Amazon.com.</p><p>Microsoft&#39;s presence in value funds might seem hard to swallow given that its price-to-earnings ratio is 38, compared with 26 for the S&amp;P 500. But as Morningstar analyst Jack Shannon says, many value managers aim to buy underpriced stocks and hold them for years, until the market recognizes their worth. As recently as a decade ago, in 2014, Microsoft was trading at just 14. In 2012, it was priced at 10 times earnings.</p><p>Microsoft&#39;s business also has some features that value-style investors might like. Businesses across the world rely on Microsoft&#39;s suite of Office productivity products. While Friday&#39;s news shows the downsides of that ubiquity, it also gives Microsoft impressive protection against competition, making it difficult for even frustrated users to contemplate switching.</p><p>A large share of Microsoft&#39;s revenue -- from both its Office products and its highly profitable Azure cloud-computing unit -- also tends to be recurring. Clients essentially sign up for subscriptions that throw off easy-to-forecast tranches of cash, notes Angelo Zino, stock analyst at CFRA. &#34;The visibility is something investors really like,&#34; he says.</p><p>All that is outside of Microsoft&#39;s high-profile partnership with OpenAI, which is a much faster-growing business proposition, with higher risks and potential rewards. Zino estimates AI contributes about six to seven percentage points to the 30% annual growth rate at the Azure cloud-computing business, although that should increase over time.</p><p>No wonder value managers have been unlikely to part with Microsoft. And Friday&#39;s kerfuffle isn&#39;t likely to change their minds.</p><p>&#34;This just shows how dependent everyone is on Microsoft,&#34; said Jonathan Boyar, co-manager of the Boyar Value fund, in an interview Friday morning. The fund has more than 10% of its assets invested in Microsoft, its second-largest holding.</p><p>Boyar says the fund bought Microsoft in 2006, when it was trading at just 12 times earnings. The fund hasn&#39;t sold, in part because that would trigger a large capital gain for clients, but also because Microsoft remains a very attractive stock. &#34;It&#39;s a high quality, best-in-breed business,&#34; he said. &#34;We think it will dominate for years to come.&#34;</p><p>McCoy Penninger, co-manager of Union Street Partners Value Fund tells a similar story. Microsoft is the fund&#39;s largest holding, also at more than 10% of the portfolio. It&#39;s a stock the fund has owned since its 2011 inception.</p><p>&#34;Since [CEO] Satya [Nadella] has taken over, Microsoft has made the right bets and positioned the company well to win in emerging tech markets like Cloud and AI,&#34; he wrote in an email Friday. &#34;The prospect of operating a business without using a Microsoft product is nearly unthinkable.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4576":"AR","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4566":"资本集团","BK4587":"ChatGPT概念","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4577":"网络游戏","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","BK4567":"ESG概念","BK4561":"索罗斯持仓","BK4581":"高盛持仓","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4560":"网络安全概念","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","MSFT":"微软","BK4592":"伊斯兰概念","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452067534","content_text":"Microsoft has wound up in a place no company wants to be: The subject of negative front-page headlines around the world. But the legion of value-fund managers who love the stock are likely to shrug off the news, so investors should consider doing the same.Shares of Microsoft were down 0.74% to $437.11 on Friday, following an overnight IT outage that snarled Windows computer systems around the world. The problems, which appear to have been tied to a software update from the cybersecurity firm CrowdStrike, stranded thousands of travelers and disrupted operations at financial companies.Despite Friday's bad news, Microsoft is still up nearly 32% in the past year. While tech-stock investors aren't necessarily known for tuning out hype, Microsoft has a surprising cohort of die-hard fans that are.Microsoft shares are owned by about 44% of large-cap value managers, according to Morningstar data. While some own just token stakes, Microsoft is among the largest holdings at others. Only about 25% of large value funds own Meta Platforms, and 10% own Amazon.com.Microsoft's presence in value funds might seem hard to swallow given that its price-to-earnings ratio is 38, compared with 26 for the S&P 500. But as Morningstar analyst Jack Shannon says, many value managers aim to buy underpriced stocks and hold them for years, until the market recognizes their worth. As recently as a decade ago, in 2014, Microsoft was trading at just 14. In 2012, it was priced at 10 times earnings.Microsoft's business also has some features that value-style investors might like. Businesses across the world rely on Microsoft's suite of Office productivity products. While Friday's news shows the downsides of that ubiquity, it also gives Microsoft impressive protection against competition, making it difficult for even frustrated users to contemplate switching.A large share of Microsoft's revenue -- from both its Office products and its highly profitable Azure cloud-computing unit -- also tends to be recurring. Clients essentially sign up for subscriptions that throw off easy-to-forecast tranches of cash, notes Angelo Zino, stock analyst at CFRA. \"The visibility is something investors really like,\" he says.All that is outside of Microsoft's high-profile partnership with OpenAI, which is a much faster-growing business proposition, with higher risks and potential rewards. Zino estimates AI contributes about six to seven percentage points to the 30% annual growth rate at the Azure cloud-computing business, although that should increase over time.No wonder value managers have been unlikely to part with Microsoft. And Friday's kerfuffle isn't likely to change their minds.\"This just shows how dependent everyone is on Microsoft,\" said Jonathan Boyar, co-manager of the Boyar Value fund, in an interview Friday morning. The fund has more than 10% of its assets invested in Microsoft, its second-largest holding.Boyar says the fund bought Microsoft in 2006, when it was trading at just 12 times earnings. The fund hasn't sold, in part because that would trigger a large capital gain for clients, but also because Microsoft remains a very attractive stock. \"It's a high quality, best-in-breed business,\" he said. \"We think it will dominate for years to come.\"McCoy Penninger, co-manager of Union Street Partners Value Fund tells a similar story. Microsoft is the fund's largest holding, also at more than 10% of the portfolio. It's a stock the fund has owned since its 2011 inception.\"Since [CEO] Satya [Nadella] has taken over, Microsoft has made the right bets and positioned the company well to win in emerging tech markets like Cloud and AI,\" he wrote in an email Friday. \"The prospect of operating a business without using a Microsoft product is nearly unthinkable.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}