Beli personal page - To The Moon

Beli

Beli

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2024-06-26

NVDA is strong & share price is expected to rise unless there’s severe adverse situations. Opting for cover living expenses now is quite prudent even for long run!

2024-02-27

Mara is poised to rocket up! Earnings - good or not so good will still show how MARA is able sustain n ride the wave Higher! 🌟🚀🤩

2024-01-18

$UNITED OVERSEAS BANK LIMITED(U11.SI)$ Is U11 a good buy yet?

2023-06-07

$Tesla Motors(TSLA)$

2023-04-27

$NVIDIA Corp(NVDA)$

2023-04-19

$Tesla Motors(TSLA)$

2023-04-18

Great fun!

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-04-07

Did 100 pts plus won easter egg!

2023-01-02

Appreciate a quick return!

$1,000 Invested In Apple Now Would Be Worth This Much If Stock's Recovery From 52-Week Lows

2023-01-02

Nio can do better!

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2023-01-02

Good to hear that!

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2022-12-30

Great news!

Apple iPhone Output in China Begins to Catch Up Despite Covid-19 Issues

2022-12-30

Yes pls!

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2022-12-25

Hopefully she would hold on to the shares for long term!

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2022-12-24

Makes sense (cents) too!

Amazon Is Trying to Fill Empty Space on Its Air Cargo Flights as Consumer Demand Cools

2022-12-21

Really hopeful!

2 Growth Stocks That Could Help Make You a Fortune

2022-12-19

Tough for both🥹

NIO: Forced Into An Unwinnable Price War Against Tesla

2022-12-18

Apple still has potential!

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2022-12-09

Trust in TSLA?

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2022-11-26

Will keep an eye on these stocks👍

93% of Warren Buffett's Portfolio Is in These 4 Sectors

Go to Tiger App to see more news

Invest in Global Markets with Tiger Brokers!

Open App

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buy yet?&nbsp;","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$ Is U11 a good buy yet?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/264176807227416","isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184647084318832,"gmtCreate":1686104423394,"gmtModify":1686104426223,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184647084318832","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9947374453,"gmtCreate":1682619561473,"gmtModify":1682619564519,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947374453","isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944255519,"gmtCreate":1681885018532,"gmtModify":1681885020239,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944255519","isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944872494,"gmtCreate":1681808517318,"gmtModify":1681808523174,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Great fun!&nbsp;","listText":"Great fun!&nbsp;","text":"Great fun!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944872494","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946970955,"gmtCreate":1680846841477,"gmtModify":1680846845019,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Did 100 pts plus won easter egg!&nbsp;","listText":"Did 100 pts plus won easter egg!&nbsp;","text":"Did 100 pts plus won easter egg!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946970955","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950908904,"gmtCreate":1672630441009,"gmtModify":1676538713510,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Appreciate a quick return!","listText":"Appreciate a quick return!","text":"Appreciate a quick return!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9950908904","repostId":"1193328387","repostType":4,"repost":{"id":"1193328387","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1672408087,"share":"https://ttm.financial/m/news/1193328387?lang=&edition=full_marsco","pubTime":"2022-12-30 21:48","market":"us","language":"en","title":"$1,000 Invested In Apple Now Would Be Worth This Much If Stock's Recovery From 52-Week Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=1193328387","media":"Benzinga","summary":"KEY POINTSApple shares are down 26.6% in the year-to-date period.Cupertino's reliance on China for p","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Apple shares are down 26.6% in the year-to-date period.</li><li>Cupertino&#39;s reliance on China for production and the macroeconomic condition are to be blamed for the predicament.</li></ul><p>Apple Inc., often considered an all-weather stock, was not immune to the tech-induced rout seen this year.</p><p>What Happened: Apple’s stock peaked at $182.94 at the start of the year (Jan. 4 intraday high), thanks to strong uptake of the new iPhone 14 iterations, especially the high-margin Pro models. Since then, it has been tossed and turned by the macroeconomic vagaries and the COVID-19 recurrences in China.</p><p><img src=\"https://static.tigerbbs.com/2b07585092b62e885219342e7575535c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Apple’s production base is heavily concentrated in China. The company apparently was not hit by the March-April COVID-19 wave, which incidentally impacted Tesla Inc. and other homegrown electric vehicle makers.</p><p>In early November, Apple issued a statement that COVID-19 restrictions have temporarily impacted its supplier Hon Hai Precision Manufacturing Company Limited’s main iPhone assembly plant in Zhengzhou. Daniel Ives from Wedbush pitched the iPhone unit shortfall for the holiday quarter at 10-15 million units.</p><p>After a broad consolidation move between $150 and $180 till mid-May, Apple’s stock dropped below the lower bound and hurtled toward a low of $129.04 in mid-June. The recovery that followed took it to a peak of $176.15 in mid-August. Thereafter, it has been on a broader downtrend.</p><p>Returns From Apple Stock: Apple shares fell to a fresh 52-week low of $125.87 on Wednesday, the lowest since the June 7, 2021, intraday low of $124.83. On Thursday, the stock rebounded by 2.83% before closing at $129.61.</p><p>A $1,000 invested at Thursday’s closing price of $129.61 would fetch 7.7 Apple shares. If the stock charts another uptrend, as fundamentals improve and the broader market sentiment takes a turn for the better, there is all likelihood of it retesting its all-time high of $182.94. At that price point, the 7.7 stock holding would be worth $1,412, a return of 41%.</p><p>The average analysts’ price target for Apple stock is $179.10, according to TipRanks, is $179.10, suggesting a 38% upside from current levels.</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>$1,000 Invested In Apple Now Would Be Worth This Much If Stock's Recovery From 52-Week Lows</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\">\n$1,000 Invested In Apple Now Would Be Worth This Much If Stock's Recovery From 52-Week Lows\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-12-30 21:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>KEY POINTS</p><ul><li>Apple shares are down 26.6% in the year-to-date period.</li><li>Cupertino&#39;s reliance on China for production and the macroeconomic condition are to be blamed for the predicament.</li></ul><p>Apple Inc., often considered an all-weather stock, was not immune to the tech-induced rout seen this year.</p><p>What Happened: Apple’s stock peaked at $182.94 at the start of the year (Jan. 4 intraday high), thanks to strong uptake of the new iPhone 14 iterations, especially the high-margin Pro models. Since then, it has been tossed and turned by the macroeconomic vagaries and the COVID-19 recurrences in China.</p><p><img src=\"https://static.tigerbbs.com/2b07585092b62e885219342e7575535c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Apple’s production base is heavily concentrated in China. The company apparently was not hit by the March-April COVID-19 wave, which incidentally impacted Tesla Inc. and other homegrown electric vehicle makers.</p><p>In early November, Apple issued a statement that COVID-19 restrictions have temporarily impacted its supplier Hon Hai Precision Manufacturing Company Limited’s main iPhone assembly plant in Zhengzhou. Daniel Ives from Wedbush pitched the iPhone unit shortfall for the holiday quarter at 10-15 million units.</p><p>After a broad consolidation move between $150 and $180 till mid-May, Apple’s stock dropped below the lower bound and hurtled toward a low of $129.04 in mid-June. The recovery that followed took it to a peak of $176.15 in mid-August. Thereafter, it has been on a broader downtrend.</p><p>Returns From Apple Stock: Apple shares fell to a fresh 52-week low of $125.87 on Wednesday, the lowest since the June 7, 2021, intraday low of $124.83. On Thursday, the stock rebounded by 2.83% before closing at $129.61.</p><p>A $1,000 invested at Thursday’s closing price of $129.61 would fetch 7.7 Apple shares. If the stock charts another uptrend, as fundamentals improve and the broader market sentiment takes a turn for the better, there is all likelihood of it retesting its all-time high of $182.94. At that price point, the 7.7 stock holding would be worth $1,412, a return of 41%.</p><p>The average analysts’ price target for Apple stock is $179.10, according to TipRanks, is $179.10, suggesting a 38% upside from current levels.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193328387","content_text":"KEY POINTSApple shares are down 26.6% in the year-to-date period.Cupertino's reliance on China for production and the macroeconomic condition are to be blamed for the predicament.Apple Inc., often considered an all-weather stock, was not immune to the tech-induced rout seen this year.What Happened: Apple’s stock peaked at $182.94 at the start of the year (Jan. 4 intraday high), thanks to strong uptake of the new iPhone 14 iterations, especially the high-margin Pro models. Since then, it has been tossed and turned by the macroeconomic vagaries and the COVID-19 recurrences in China.Apple’s production base is heavily concentrated in China. The company apparently was not hit by the March-April COVID-19 wave, which incidentally impacted Tesla Inc. and other homegrown electric vehicle makers.In early November, Apple issued a statement that COVID-19 restrictions have temporarily impacted its supplier Hon Hai Precision Manufacturing Company Limited’s main iPhone assembly plant in Zhengzhou. Daniel Ives from Wedbush pitched the iPhone unit shortfall for the holiday quarter at 10-15 million units.After a broad consolidation move between $150 and $180 till mid-May, Apple’s stock dropped below the lower bound and hurtled toward a low of $129.04 in mid-June. The recovery that followed took it to a peak of $176.15 in mid-August. Thereafter, it has been on a broader downtrend.Returns From Apple Stock: Apple shares fell to a fresh 52-week low of $125.87 on Wednesday, the lowest since the June 7, 2021, intraday low of $124.83. On Thursday, the stock rebounded by 2.83% before closing at $129.61.A $1,000 invested at Thursday’s closing price of $129.61 would fetch 7.7 Apple shares. If the stock charts another uptrend, as fundamentals improve and the broader market sentiment takes a turn for the better, there is all likelihood of it retesting its all-time high of $182.94. At that price point, the 7.7 stock holding would be worth $1,412, a return of 41%.The average analysts’ price target for Apple stock is $179.10, according to TipRanks, is $179.10, suggesting a 38% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950903330,"gmtCreate":1672630097920,"gmtModify":1676538713455,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Nio can do better!&nbsp;","listText":"Nio can do better!&nbsp;","text":"Nio can do better!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950903330","repostId":"2300011828","repostType":4,"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950909429,"gmtCreate":1672630021362,"gmtModify":1676538713446,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Good to hear that!&nbsp;","listText":"Good to hear that!&nbsp;","text":"Good to hear that!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950909429","repostId":"2300287118","repostType":4,"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927915838,"gmtCreate":1672368969125,"gmtModify":1676538680217,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Great news!","listText":"Great news!","text":"Great news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927915838","repostId":"1125221549","repostType":4,"repost":{"id":"1125221549","kind":"news","pubTimestamp":1672359225,"share":"https://ttm.financial/m/news/1125221549?lang=&edition=full_marsco","pubTime":"2022-12-30 08:13","market":"us","language":"en","title":"Apple iPhone Output in China Begins to Catch Up Despite Covid-19 Issues","url":"https://stock-news.laohu8.com/highlight/detail?id=1125221549","media":"The Wall Street Journal","summary":"Covid-19 issues in China are still hampering manufacturing of AppleInc.’s iPhone, but production is ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e2031af9bf68af5dd7f2c07c35e0182c\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/>Covid-19 issues in China are still hampering manufacturing of AppleInc.’s iPhone, but production is beginning to catch up to demand for the more-expensive Pro models, according to analysts and people involved in the supply chain.</p><p>Models such as the iPhone 14 Pro Max, which starts at about $1,100, are integral to Apple’s strategy of increasing revenue when growth in the overall global smartphone marketis slowing. That strategy took a hit in October when Covid-19 outbreaks hit the main manufacturing base for iPhone Pro models, operated by Foxconn Technology Group in the central Chinese city of Zhengzhou.</p><p>China has lifted most Covid-control measures, the leading issue at factories around the country is worker health. Nationwide, at least tens of millions of Chinese arebelieved to have caughtthe coronavirus.</p><p>It isn’t known what percentage of Foxconn workers in Zhengzhou have Covid-19, but workers there said they knew of many people around them who developed fevers or other Covid-19 symptoms. The workers said some of those afflicted continued to work while others took time off. They said it was hard to know who actually had Covid-19 because the country has stopped widespread testing and test kitsare in short supply.</p><p>Fears that additional turmoil in China could hit Apple production and sales in the country into the new year helped push Apple stock down 3.07% in Wednesday trading to $126.04, the lowest level since June 2021.</p><p>Nonetheless, analysts and people involved in the supply chain say the situation in China, while far from normal, is at least better than during the Foxconn worker clashes in November.</p><p>“Supply is improving and inching slowly toward parity with demand,” J.P. Morgan analystSamik Chatterjeewrote in a note to investors this week about the iPhone 14 Pro.</p><p>Wait times for U.S. consumers ordering the latest iPhone Pro models, which once extended to 40 days, have improved, according to J.P. Morgan.</p><p>In the U.S. and China, Apple’s websites show wait times for Pro models at around one to two weeks. Certain Pro models and colors are available for immediate pickup at some Apple stores in both countries.</p><p>On Dec. 8, Foxconn, Apple’s sole assembler of high-end iPhone models, said it ended the movement restrictions at its Zhengzhou facility after more than 50 days.</p><p>The parts of the facility that produce iPhones have recovered somewhat and are operating at about 70% capacity, according to analysts and people involved in the supply chain. Still, Foxconn is struggling to recover full normalcy, they said.</p><p>Taiwan-based research firm TrendForce said labor shortages are affecting supply chains in China. It forecast iPhone shipments would total 47 million units in the January-March quarter, down 22% from a year earlier and below its previous forecast of 56 million units issued in late October. The figures include all iPhone models.</p><p>This week, Foxconn offered a bonus equivalent to about $700 for key manufacturing workers who are willing to stay on the line through March 20. That differs from the usual pattern in which Foxconn ramps up staffing in the summer and fall to meet holiday demand, then pulls back after the shopping season is over.</p><p>Sometimes called “iPhone City,” the Zhengzhou facility employs as many as 300,000 workers at peak times to make iPhones and other Apple products. At one point, the city alone made about 85% of the Pro lineup of iPhones, according to market-research firm Counterpoint Research.</p><p>Foxconn, formally known as Hon Hai Precision Industry Co., has moved some of its iPhone production to its other facilitiesin the southern city of Shenzhen.</p><p>Regardless of the short-term production ups and downs, people involved in the supply chain say Apple is looking over the mid- to long-term todiversify its supply chain to more places outside China such as India and Vietnam. The past year has highlighted the political and business risks of concentrating so much production in China.</p><p>Foxconn has been assembling iPhones in India and has recently ramped up its technology so it canstart manufacturing some new iPhone models in Indiaat nearly the same time as Chinese factories.</p></body></html>","source":"wsj_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iPhone Output in China Begins to Catch Up Despite Covid-19 Issues</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 iPhone Output in China Begins to Catch Up Despite Covid-19 Issues\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 08:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/apple-production-in-china-begins-to-catch-up-despite-covid-19-woes-11672315005?mod=hp_lead_pos5><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Covid-19 issues in China are still hampering manufacturing of AppleInc.’s iPhone, but production is beginning to catch up to demand for the more-expensive Pro models, according to analysts and people ...</p>\n\n<a href=\"https://www.wsj.com/articles/apple-production-in-china-begins-to-catch-up-despite-covid-19-woes-11672315005?mod=hp_lead_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/apple-production-in-china-begins-to-catch-up-despite-covid-19-woes-11672315005?mod=hp_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125221549","content_text":"Covid-19 issues in China are still hampering manufacturing of AppleInc.’s iPhone, but production is beginning to catch up to demand for the more-expensive Pro models, according to analysts and people involved in the supply chain.Models such as the iPhone 14 Pro Max, which starts at about $1,100, are integral to Apple’s strategy of increasing revenue when growth in the overall global smartphone marketis slowing. That strategy took a hit in October when Covid-19 outbreaks hit the main manufacturing base for iPhone Pro models, operated by Foxconn Technology Group in the central Chinese city of Zhengzhou.China has lifted most Covid-control measures, the leading issue at factories around the country is worker health. Nationwide, at least tens of millions of Chinese arebelieved to have caughtthe coronavirus.It isn’t known what percentage of Foxconn workers in Zhengzhou have Covid-19, but workers there said they knew of many people around them who developed fevers or other Covid-19 symptoms. The workers said some of those afflicted continued to work while others took time off. They said it was hard to know who actually had Covid-19 because the country has stopped widespread testing and test kitsare in short supply.Fears that additional turmoil in China could hit Apple production and sales in the country into the new year helped push Apple stock down 3.07% in Wednesday trading to $126.04, the lowest level since June 2021.Nonetheless, analysts and people involved in the supply chain say the situation in China, while far from normal, is at least better than during the Foxconn worker clashes in November.“Supply is improving and inching slowly toward parity with demand,” J.P. Morgan analystSamik Chatterjeewrote in a note to investors this week about the iPhone 14 Pro.Wait times for U.S. consumers ordering the latest iPhone Pro models, which once extended to 40 days, have improved, according to J.P. Morgan.In the U.S. and China, Apple’s websites show wait times for Pro models at around one to two weeks. Certain Pro models and colors are available for immediate pickup at some Apple stores in both countries.On Dec. 8, Foxconn, Apple’s sole assembler of high-end iPhone models, said it ended the movement restrictions at its Zhengzhou facility after more than 50 days.The parts of the facility that produce iPhones have recovered somewhat and are operating at about 70% capacity, according to analysts and people involved in the supply chain. Still, Foxconn is struggling to recover full normalcy, they said.Taiwan-based research firm TrendForce said labor shortages are affecting supply chains in China. It forecast iPhone shipments would total 47 million units in the January-March quarter, down 22% from a year earlier and below its previous forecast of 56 million units issued in late October. The figures include all iPhone models.This week, Foxconn offered a bonus equivalent to about $700 for key manufacturing workers who are willing to stay on the line through March 20. That differs from the usual pattern in which Foxconn ramps up staffing in the summer and fall to meet holiday demand, then pulls back after the shopping season is over.Sometimes called “iPhone City,” the Zhengzhou facility employs as many as 300,000 workers at peak times to make iPhones and other Apple products. At one point, the city alone made about 85% of the Pro lineup of iPhones, according to market-research firm Counterpoint Research.Foxconn, formally known as Hon Hai Precision Industry Co., has moved some of its iPhone production to its other facilitiesin the southern city of Shenzhen.Regardless of the short-term production ups and downs, people involved in the supply chain say Apple is looking over the mid- to long-term todiversify its supply chain to more places outside China such as India and Vietnam. The past year has highlighted the political and business risks of concentrating so much production in China.Foxconn has been assembling iPhones in India and has recently ramped up its technology so it canstart manufacturing some new iPhone models in Indiaat nearly the same time as Chinese factories.","news_type":1},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927915368,"gmtCreate":1672368936054,"gmtModify":1676538680209,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Yes pls!&nbsp;","listText":"Yes pls!&nbsp;","text":"Yes pls!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927915368","repostId":"1183579015","repostType":4,"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925174799,"gmtCreate":1671976144811,"gmtModify":1676538616996,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Hopefully she would hold on to the shares for long&nbsp;term!","listText":"Hopefully she would hold on to the shares for long&nbsp;term!","text":"Hopefully she would hold on to the shares for long term!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925174799","repostId":"1147953116","repostType":4,"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922721074,"gmtCreate":1671847775599,"gmtModify":1676538603056,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Makes sense (cents) too!","listText":"Makes sense (cents) too!","text":"Makes sense (cents) too!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9922721074","repostId":"2293510054","repostType":4,"repost":{"id":"2293510054","kind":"highlight","pubTimestamp":1671841254,"share":"https://ttm.financial/m/news/2293510054?lang=&edition=full_marsco","pubTime":"2022-12-24 08:20","market":"us","language":"en","title":"Amazon Is Trying to Fill Empty Space on Its Air Cargo Flights as Consumer Demand Cools","url":"https://stock-news.laohu8.com/highlight/detail?id=2293510054","media":"Bloomberg","summary":"Amazon.com Inc. is trying to sell excess space on its cargo planes, according to people familiar wit","content":"<html><head></head><body><p>Amazon.com Inc. is trying to sell excess space on its cargo planes, according to people familiar with the matter, its latest effort to adjust from a rapid pandemic-era expansion to a slowdown in online growth.</p><p>The e-commerce retailer, which has a fleet of about 100 planes in the US and Europe, in recent months has hired executives with experience marketing cargo space for airlines. Possibilities include filling empty jets returning from Hawaii and Alaska with pineapples and salmon, according to two of the people. An Amazon spokesperson declined to comment on the plans.</p><p>The long-term plan for Amazon Air hasn’t changed despite the current turmoil, said one of the people, who asked not to be identified as the discussions are confidential. The pressure to make money from unused space aboard its jets is increasing as the company looks to boost profits in a period of slower revenue growth, another person said.</p><p>Amazon unveiled the air cargo service in 2016, prompting speculation that it would ultimately create an overnight delivery network to rival United Parcel Service Inc. and FedEx Corp. Amazon Air operates out of smaller regional airports close to its warehouses around the country, helping the Seattle-based company quickly move inventory to accommodate one- and two-day delivery.</p><p>The company’s ultimate goal has befuddled industry experts, who have written conflicting reports about Amazon’s ambitions. Fast growth in its earlier years and a $1.5 billion investment in a hub at Cincinnati/Northern Kentucky International Airport fueled speculation that the company was ramping up to be an overnight parcel service. Other investors said Amazon remains far shy of larger carriers like FedEx and UPS, which have more planes and more flight connections that don’t overlap with Amazon’s core online retail business.</p><p>Demand for air cargo has cooled this year, and is expected to tail off again in 2023. IATA, an airline trade group, projects the sector will generate sales of $149.4 billion, about $52 billion less than 2022 but still $48.6 billion more than in 2019.</p><p>Amazon’s flights in September grew at their slowest pace since the start of the pandemic, according to researchers with DePaul University’s Chaddick Institute for Metropolitan Development, who have been monitoring Amazon Air flights since 2020.</p><p>Despite slowing demand, Amazon in October announced it would add 10 Airbus A330-300 freighters starting next year through a partnership with Hawaiian Airlines. Amazon plans to also trim its fleet by not renewing some leases for aircraft with Air Transport Services Group, two of the people said.</p><p>Even the largest package carriers are tightening belts as consumers resume pre-pandemic spending habits, which takes pressure off the shipping industry. FedEx on Dec. 20 unveiled plans to cut $3.7 billion in expenses next year, with the cost cuts including using digital tools to rebalance flights between company-owned jets and lifts from third-party operators.</p><p>Amazon is offering space on its planes, and charter flights, said one of the people. The effort is the latest maneuver to address slowing online sales and a fragile economy that could be on the brink of recession, including subletting excess warehouse space and eliminating an estimated 10,000 jobs.</p></body></html>","source":"yahoofinance_sg","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>Amazon Is Trying to Fill Empty Space on Its Air Cargo Flights as Consumer Demand Cools</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\">\nAmazon Is Trying to Fill Empty Space on Its Air Cargo Flights as Consumer Demand Cools\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-24 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/amazon-trying-fill-empty-space-213548511.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon.com Inc. is trying to sell excess space on its cargo planes, according to people familiar with the matter, its latest effort to adjust from a rapid pandemic-era expansion to a slowdown in ...</p>\n\n<a href=\"https://finance.yahoo.com/news/amazon-trying-fill-empty-space-213548511.html\">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"},"source_url":"https://finance.yahoo.com/news/amazon-trying-fill-empty-space-213548511.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293510054","content_text":"Amazon.com Inc. is trying to sell excess space on its cargo planes, according to people familiar with the matter, its latest effort to adjust from a rapid pandemic-era expansion to a slowdown in online growth.The e-commerce retailer, which has a fleet of about 100 planes in the US and Europe, in recent months has hired executives with experience marketing cargo space for airlines. Possibilities include filling empty jets returning from Hawaii and Alaska with pineapples and salmon, according to two of the people. An Amazon spokesperson declined to comment on the plans.The long-term plan for Amazon Air hasn’t changed despite the current turmoil, said one of the people, who asked not to be identified as the discussions are confidential. The pressure to make money from unused space aboard its jets is increasing as the company looks to boost profits in a period of slower revenue growth, another person said.Amazon unveiled the air cargo service in 2016, prompting speculation that it would ultimately create an overnight delivery network to rival United Parcel Service Inc. and FedEx Corp. Amazon Air operates out of smaller regional airports close to its warehouses around the country, helping the Seattle-based company quickly move inventory to accommodate one- and two-day delivery.The company’s ultimate goal has befuddled industry experts, who have written conflicting reports about Amazon’s ambitions. Fast growth in its earlier years and a $1.5 billion investment in a hub at Cincinnati/Northern Kentucky International Airport fueled speculation that the company was ramping up to be an overnight parcel service. Other investors said Amazon remains far shy of larger carriers like FedEx and UPS, which have more planes and more flight connections that don’t overlap with Amazon’s core online retail business.Demand for air cargo has cooled this year, and is expected to tail off again in 2023. IATA, an airline trade group, projects the sector will generate sales of $149.4 billion, about $52 billion less than 2022 but still $48.6 billion more than in 2019.Amazon’s flights in September grew at their slowest pace since the start of the pandemic, according to researchers with DePaul University’s Chaddick Institute for Metropolitan Development, who have been monitoring Amazon Air flights since 2020.Despite slowing demand, Amazon in October announced it would add 10 Airbus A330-300 freighters starting next year through a partnership with Hawaiian Airlines. Amazon plans to also trim its fleet by not renewing some leases for aircraft with Air Transport Services Group, two of the people said.Even the largest package carriers are tightening belts as consumers resume pre-pandemic spending habits, which takes pressure off the shipping industry. FedEx on Dec. 20 unveiled plans to cut $3.7 billion in expenses next year, with the cost cuts including using digital tools to rebalance flights between company-owned jets and lifts from third-party operators.Amazon is offering space on its planes, and charter flights, said one of the people. The effort is the latest maneuver to address slowing online sales and a fragile economy that could be on the brink of recession, including subletting excess warehouse space and eliminating an estimated 10,000 jobs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922014843,"gmtCreate":1671648766882,"gmtModify":1676538570088,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Really hopeful!","listText":"Really hopeful!","text":"Really hopeful!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922014843","repostId":"2292433763","repostType":4,"repost":{"id":"2292433763","kind":"highlight","pubTimestamp":1671610356,"share":"https://ttm.financial/m/news/2292433763?lang=&edition=full_marsco","pubTime":"2022-12-21 16:12","market":"us","language":"en","title":"2 Growth Stocks That Could Help Make You a Fortune","url":"https://stock-news.laohu8.com/highlight/detail?id=2292433763","media":"Motley Fool","summary":"These companies are booking wins even in the current environment.","content":"<html><head></head><body><p>Most investors won&#39;t get rich in the stock market overnight. The good news is, as a long-term investor, you don&#39;t need to implement complicated strategies or investing games to build a portfolio that stands the test of time.</p><p>By letting a pattern of regularly buying and adding to wonderful companies become your habit in both bear and bull environments, you participate in both the peaks and valleys of market cycles without undermining your long-term investing strategy.</p><p>On that note, let&#39;s take a look at two fantastic buy-and-hold growth stocks that can enrich your portfolio returns many times over in the years to come.</p><h2><b>1. Airbnb</b></h2><p>The travel industry has dealt with its fair share of hurdles over the last few years, and it could be in for more challenges ahead, particularly if the macro environment officially veers into a recession. <b>Airbnb</b> has managed to buck many of the trends impacting the broader travel industry. Despite the fact shares are still down roughly 45% over the past 12 months, this sell-off traces its roots back to broad investor sentiment around growth stocks rather than specific issues with the company itself.</p><p>If anything, Airbnb&#39;s recovery has left most of the wider travel industry in the dust. As many growth businesses are struggling to retain headway in the current environment, the company continues to report quarter after quarter of strong growth. Even if this was to slow down in the near term in the event of a recession, Airbnb has built a solid foundation upon which it can launch itself into future, sustained business returns.</p><p>While global travel spending is slowing as consumers fear more economic pitfalls ahead, a huge catalyst behind Airbnb&#39;s continued expansion is tied to the fact the platform caters to a wide variety of consumers and travelers. Certainly, people use Airbnb to book short-term or vacation rentals, but more and more customers are turning to the platform to locate homes they can stay in for a much longer duration. In fact, approximately one-fifth of all gross bookings processed on Airbnb&#39;s platform are derived from long-term stays, which are bookings of 28 days or longer.</p><p>Airbnb&#39;s revenue jumped 29% year over year to $2.9 billion in the most recent quarter, while its net income rose 46% from the year-ago period to $1.2 billion. The third quarter was its most profitable to date. The company has proven time and again its platform remains well positioned to grow.</p><p>From business travelers and tourists to digital nomads, Airbnb&#39;s platform has something for everyone. It&#39;s this versatility, not to mention the vital stream of income that Airbnb provides to its more than four million hosts globally, that can fuel the consistent demand the company needs to grow in the near term and for many years to come.</p><h2><b>2. Shopify </b></h2><p><b>Shopify</b> isn&#39;t the the investor favorite that it was in the earlier days of the pandemic, but overlooking the stock due to its near-term challenges could be a mistake in the long run. Shares of Shopify are trading down by about 74% from the beginning of this year, and this has occurred for a few different reasons.</p><p>Investors have understandably been concerned about the company&#39;s turn into GAAP unprofitability in recent quarters. And as investors shy away from growth-oriented businesses with less capital flowing into the markets and macroeconomic conditions presenting elevated risk, this has also put severe downward pressure on the stock.</p><p>As always, it&#39;s important to look at the reason behind a stock&#39;s movements before you determine whether or not it&#39;s a wise addition to your portfolio. As for Shopify&#39;s recent losses, this goes back broadly to its continual pattern of aggressively investing in its business growth and the heavy use of stock-based compensation. In the first nine months of 2022 alone, Shopify spent $932 million on sales and marketing, compared to $626 million in the same period last year.</p><p>It&#39;s also worth noting that Shopify&#39;s results have been affected by its portfolio of equity investments. The company has large stakes in heavily beaten-down tech stocks <b>Affirm</b> and <b>Global-e Online</b>, both of which it also has long-standing partnerships with. And just like individual investors have seen many equity investments decline over the last year, the same can be said of Shopify. Still, the company is making progress on a multitude of fronts. Shopify&#39;s addition of Deliverr to its fulfillment network earlier this year is key to enable its long-term growth, retain and expand its merchant network, and reduce exposure to the impact of future supply chain disruptions.</p><p>The platform remains a go-to for business owners around the world to do everything from launch a brand from scratch to seamlessly integrate an online store with a brick-and-mortar presence. In the first nine months of 2022, Shopify&#39;s top line jumped 20% year over year to $3.9 billion. Meanwhile, Shopify had $4.9 billion in cash and investments on its balance sheet at the end of the period.</p><p>While Shopify&#39;s spending to build out its business will weigh on its bottom line in the near term, this can also position it for continued growth and enable it to retain its competitiveness over the long term. This ultimately bodes well for investors who take a buy-and-hold approach to the stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Help Make You a Fortune</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\">\n2 Growth Stocks That Could Help Make You a Fortune\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 16:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-could-help-make-you-a-fortune/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most investors won't get rich in the stock market overnight. The good news is, as a long-term investor, you don't need to implement complicated strategies or investing games to build a portfolio that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-could-help-make-you-a-fortune/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","BK4116":"互联网服务与基础架构","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","ABNB":"爱彼迎","BK4142":"酒店、度假村与豪华游轮","SHOP":"Shopify Inc","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-could-help-make-you-a-fortune/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292433763","content_text":"Most investors won't get rich in the stock market overnight. The good news is, as a long-term investor, you don't need to implement complicated strategies or investing games to build a portfolio that stands the test of time.By letting a pattern of regularly buying and adding to wonderful companies become your habit in both bear and bull environments, you participate in both the peaks and valleys of market cycles without undermining your long-term investing strategy.On that note, let's take a look at two fantastic buy-and-hold growth stocks that can enrich your portfolio returns many times over in the years to come.1. AirbnbThe travel industry has dealt with its fair share of hurdles over the last few years, and it could be in for more challenges ahead, particularly if the macro environment officially veers into a recession. Airbnb has managed to buck many of the trends impacting the broader travel industry. Despite the fact shares are still down roughly 45% over the past 12 months, this sell-off traces its roots back to broad investor sentiment around growth stocks rather than specific issues with the company itself.If anything, Airbnb's recovery has left most of the wider travel industry in the dust. As many growth businesses are struggling to retain headway in the current environment, the company continues to report quarter after quarter of strong growth. Even if this was to slow down in the near term in the event of a recession, Airbnb has built a solid foundation upon which it can launch itself into future, sustained business returns.While global travel spending is slowing as consumers fear more economic pitfalls ahead, a huge catalyst behind Airbnb's continued expansion is tied to the fact the platform caters to a wide variety of consumers and travelers. Certainly, people use Airbnb to book short-term or vacation rentals, but more and more customers are turning to the platform to locate homes they can stay in for a much longer duration. In fact, approximately one-fifth of all gross bookings processed on Airbnb's platform are derived from long-term stays, which are bookings of 28 days or longer.Airbnb's revenue jumped 29% year over year to $2.9 billion in the most recent quarter, while its net income rose 46% from the year-ago period to $1.2 billion. The third quarter was its most profitable to date. The company has proven time and again its platform remains well positioned to grow.From business travelers and tourists to digital nomads, Airbnb's platform has something for everyone. It's this versatility, not to mention the vital stream of income that Airbnb provides to its more than four million hosts globally, that can fuel the consistent demand the company needs to grow in the near term and for many years to come.2. Shopify Shopify isn't the the investor favorite that it was in the earlier days of the pandemic, but overlooking the stock due to its near-term challenges could be a mistake in the long run. Shares of Shopify are trading down by about 74% from the beginning of this year, and this has occurred for a few different reasons.Investors have understandably been concerned about the company's turn into GAAP unprofitability in recent quarters. And as investors shy away from growth-oriented businesses with less capital flowing into the markets and macroeconomic conditions presenting elevated risk, this has also put severe downward pressure on the stock.As always, it's important to look at the reason behind a stock's movements before you determine whether or not it's a wise addition to your portfolio. As for Shopify's recent losses, this goes back broadly to its continual pattern of aggressively investing in its business growth and the heavy use of stock-based compensation. In the first nine months of 2022 alone, Shopify spent $932 million on sales and marketing, compared to $626 million in the same period last year.It's also worth noting that Shopify's results have been affected by its portfolio of equity investments. The company has large stakes in heavily beaten-down tech stocks Affirm and Global-e Online, both of which it also has long-standing partnerships with. And just like individual investors have seen many equity investments decline over the last year, the same can be said of Shopify. Still, the company is making progress on a multitude of fronts. Shopify's addition of Deliverr to its fulfillment network earlier this year is key to enable its long-term growth, retain and expand its merchant network, and reduce exposure to the impact of future supply chain disruptions.The platform remains a go-to for business owners around the world to do everything from launch a brand from scratch to seamlessly integrate an online store with a brick-and-mortar presence. In the first nine months of 2022, Shopify's top line jumped 20% year over year to $3.9 billion. Meanwhile, Shopify had $4.9 billion in cash and investments on its balance sheet at the end of the period.While Shopify's spending to build out its business will weigh on its bottom line in the near term, this can also position it for continued growth and enable it to retain its competitiveness over the long term. This ultimately bodes well for investors who take a buy-and-hold approach to the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926022913,"gmtCreate":1671425181732,"gmtModify":1676538534351,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Tough for both🥹","listText":"Tough for both🥹","text":"Tough for both🥹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926022913","repostId":"1129374346","repostType":2,"repost":{"id":"1129374346","kind":"news","pubTimestamp":1671411707,"share":"https://ttm.financial/m/news/1129374346?lang=&edition=full_marsco","pubTime":"2022-12-19 09:01","market":"us","language":"en","title":"NIO: Forced Into An Unwinnable Price War Against Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1129374346","media":"Seeking Alpha","summary":"SummaryRecognizing the need to turn a profit, NIO set a goal for its core business aims to break eve","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Recognizing the need to turn a profit, NIO set a goal for its core business aims to break even by 2023 during its Q3 earning report.</li><li>However, I see this goal to be very unlikely due to a range of headwinds, most notably the price war started by Tesla recently.</li><li>NIO is at a disadvantage in such a price war in almost every front: brand image, margins, and scale.</li><li>In a nutshell, I see the situation as NIO being forced into an unwinnable war.</li></ul><p><b>Thesis</b></p><p>I’ve written a few pieces on NIO (NYSE:NIO), with the most recent one published in early November with a focus on its Q3 earnings report. The main thesis in that article is:</p><blockquote><i>Based on the Q3 results, I see</i><i>too many headwinds in the next ~2 years to keep its prices in the single-digit range. These headwinds include political uncertainty, margin pressure, COVID restrictions, and uncertain EV subsidies.</i></blockquote><p>That article, as a review on its Q3 results, attempted to cover all the above issues with broad strokes. In this article, I wanted to zoom in and focus on one issue in more depth: the margin pressure from the price war that Tesla (TSLA) started recently.</p><p>The NIO bull thesis is a textbook example of a growth story. However, like all growth stocks, shareholder returns eventually have to come from profit growth, not sales growth. A core weakness I&#39;ve raised in the past is that NIO has only reported net losses, AND I want to further point out that the price war alone is a roadblock tall enough to block its profitability in the near term. Management recognized the profitability issue and set a goal for its core business to break even by 2023 during the Q3 earnings report.</p><p>Again, I see this goal to be very unlikely even just due to the price war alone. On top of the price war, all the other headwinds I pointed out earlier (policy uncertainties and the possibility of COVID resurgence) and also management mentioned (i.e., battery costs and foreign exchange rates) will very like persist into 2023 too. And next, I will detail my thoughts on the core thesis of this article: the impacts of the price cut TSLA started in Oct 2022.</p><p><b>Tesla’s price cuts</b></p><p>Tesla announced that it will cut its EV prices in China by up to 9%. And many analysts see this as a warning of a “price war” in the EV space according to the following Reuters report (the emphasis were added by me):</p><blockquote>Tesla has<i>cut starter prices for its Model 3 and Model Y cars by as much as 9% in China</i>, reversing a trend of increases across the industry amid signs of softening demand in the world&#39;s largest auto market. The price cuts, posted in listings on the electric vehicle (EV) giant&#39;s China website on Monday, are the first by Tesla in China in 2022, and come <i>after Tesla began offering limited incentives to buyers who opted for its insurance last month.</i></blockquote><p>Shortly after Tesla’s price cut announcement, several other EV makers followed. They offered a variety of incentives ranging from direct price cuts to insurance rebates. In the meantime, the China government’s subsidy on EV purchases is scheduled to expire in 2023. Combining these effects, I anticipate cars in the RMB150k to 300k range to face the greater pricing competition and impact many of NIO’s lineups.</p><p>NIO is at a disadvantage in such a price war against TSLA due to brand image, margins, and profitability as you can see from the following chart. NIO has not been able to make a net profit yet as aforementioned. So here I&#39;m comparing their gross profit margin and also operating margin. As seen from the top panel below, NIO’s gross profit margin has been around 13.3% in recent quarters, only about half of Tesla&#39;s 25.1%. In terms of operating margin, NIO has been in the negatives so far and its current value is -26.2%, while Tesla&#39;s operating margin is a positive 16.7%.</p><p>And next, we will see that there are headwinds that prevent NIO from translating sales growth into profit growth.</p><p><img src=\"https://static.tigerbbs.com/0139cd2491df6999367087d4afebf34b\" tg-width=\"640\" tg-height=\"442\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha data</p><p><b>Sales are not turned into profits</b></p><p>As a growth stock, NIO has been enjoying remarkable topline growth as you can see from the following chart from InsideEVs. To wit, it just reported record-high monthly delivery in November 2022. Its November total deliveries reached 14.1k vehicles, translating into a growth rate of 30.3% YoY and 40.9% MoM. More specifically, according to this SA report,</p><blockquote>The deliveries consisted of 8,003 premium smart electric SUVs including 4,897 ES7s, and 6,175 premium smart electric sedans including 3,207 ET7s and 2,968 ET5s. Cumulative deliveries of NIO vehicles reached 273,741 as of November 30, 2022. NIO plans to further accelerate the production and delivery in December 2022.</blockquote><p><img src=\"https://static.tigerbbs.com/737da99b695502d961924fefd1f556f9\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: insideevs.com</p><p>The delivery growth (and also the further anticipated growth) has certainly led to remarkable sales growth as seen from the plot below. NIO’s total revenues (on a quarterly basis) increased from below $400M in 2020 to the current $1.89B in less than 2 years. And the YoY growth rate of its total revenues is 31.11% and the 3-year CAGR is a neck-breaking 72.40%. Its operating revenues have also been growing at an impressive annual rate of around 25% as shown in the mid-panel too.</p><p>The problem is that NIO is yet to turn a profit as seen in the bottom panel of this chart. Its cash from operations is a mere $51.8M. As aforementioned, I anticipate the price wars started by TSLA alone to prevent it from growing its profits in 2023 in any meaningful way.</p><p>And as we will explore next, there are other strong roadblocks too.</p><p><img src=\"https://static.tigerbbs.com/ef455ebe880344c781baa7a1f881188b\" tg-width=\"640\" tg-height=\"441\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha data</p><p><b>CAPEX and capital allocation problems</b></p><p>Due to the negative (or negligible) cash flow shown above, NIO has been relying on debt financing and also the issuance of new equity in the past. These issues are examined in detail in my past articles and here I will just quote the main points:</p><blockquote><ul><li><i>As you can see from the top panel of the following chart, its diluted shares expanded by more than 64% since 2020, from about 1 billion outstanding shares to the current level of more than 1.64 billion shares.</i></li><li><i>In the meanwhile, NIO’s total long-term debt have swollen substantially also. Its debt burden was the lightest during 2018 when its total long-term liabilities were only about $400M. And currently, it stands at $3.4 billion.</i></li></ul></blockquote><p>At the same time, its continued growth required years of continued CAPEX investment as the business expands its charging network construction, ramps up its production with new factories, and also extends its sales and product services centers in Europe. Besides the CAPEX expenses, the business’s cash problem is further exacerbated by the rising OPEX (operation expenses). To wit, its OPEX-to-sales ratio (currently at 43.1%) climbed up 2.4% in Q3 compared to Q2 and an alarming 12.7% compared to a year ago. The increase was caused by personnel costs, R&amp;D activities, and marketing expenses for its expansion both domestically and in Europe. I see all these OPEX headwinds to persist given the current macroeconomic conditions.</p><p><img src=\"https://static.tigerbbs.com/a683c4d77ae9adbdd861dd53d9f2f40b\" tg-width=\"640\" tg-height=\"411\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha data</p><p><b>Final thoughts</b></p><p>To recap, my view is that it is very unlikely for NIO’s core business to break even in 2023 due to a range of headwinds. My last article has analyzed these headwinds (political uncertainty, margin pressure, COVID restrictions, and uncertain EV subsidies) in broader strokes. And this article focuses on a key issue in more depth: the price war started by Tesla recently. I see NIO at a tremendous disadvantage in this price war against TSLA due to brand image, margins, and profitability considerations. In a nutshell, I see the situation as NIO being forced into an unwinnable war.</p><p>Besides, the price war, there are other speedbumps to consider as well, such as the 2023 expiration of the Chinese government’s subsidies, the higher battery costs, and also its higher CAPEX requirements amid negative or negligible operating cash flow. The consensus estimates seem to be pessimistic about this goal too as you can see from their following forecasts. The consensus estimates project negative EPS to continue into 2024, followed by a small positive EPS of $0.27 only in 2025 (which translates into a P/E of ~46x at today’s stock prices).</p><p>And I feel this consensus estimates on the optimistic side. For example, as just mentioned, its share count could be further diluted due to the need for additional capital (and the dilution could happen at low stock prices to make things worse). Such a dilution would cause the actual EPS to be even lower than the forecasts.</p><p><img src=\"https://static.tigerbbs.com/bffdc5bbcbf429aa37542a67e7344532\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha data</p></body></html>","source":"seekingalpha_fund","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>NIO: Forced Into An Unwinnable Price War Against Tesla</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\">\nNIO: Forced Into An Unwinnable Price War Against Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564958-nio-unwinnable-price-war-against-tesla><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRecognizing the need to turn a profit, NIO set a goal for its core business aims to break even by 2023 during its Q3 earning report.However, I see this goal to be very unlikely due to a range ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564958-nio-unwinnable-price-war-against-tesla\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4564958-nio-unwinnable-price-war-against-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129374346","content_text":"SummaryRecognizing the need to turn a profit, NIO set a goal for its core business aims to break even by 2023 during its Q3 earning report.However, I see this goal to be very unlikely due to a range of headwinds, most notably the price war started by Tesla recently.NIO is at a disadvantage in such a price war in almost every front: brand image, margins, and scale.In a nutshell, I see the situation as NIO being forced into an unwinnable war.ThesisI’ve written a few pieces on NIO (NYSE:NIO), with the most recent one published in early November with a focus on its Q3 earnings report. The main thesis in that article is:Based on the Q3 results, I seetoo many headwinds in the next ~2 years to keep its prices in the single-digit range. These headwinds include political uncertainty, margin pressure, COVID restrictions, and uncertain EV subsidies.That article, as a review on its Q3 results, attempted to cover all the above issues with broad strokes. In this article, I wanted to zoom in and focus on one issue in more depth: the margin pressure from the price war that Tesla (TSLA) started recently.The NIO bull thesis is a textbook example of a growth story. However, like all growth stocks, shareholder returns eventually have to come from profit growth, not sales growth. A core weakness I've raised in the past is that NIO has only reported net losses, AND I want to further point out that the price war alone is a roadblock tall enough to block its profitability in the near term. Management recognized the profitability issue and set a goal for its core business to break even by 2023 during the Q3 earnings report.Again, I see this goal to be very unlikely even just due to the price war alone. On top of the price war, all the other headwinds I pointed out earlier (policy uncertainties and the possibility of COVID resurgence) and also management mentioned (i.e., battery costs and foreign exchange rates) will very like persist into 2023 too. And next, I will detail my thoughts on the core thesis of this article: the impacts of the price cut TSLA started in Oct 2022.Tesla’s price cutsTesla announced that it will cut its EV prices in China by up to 9%. And many analysts see this as a warning of a “price war” in the EV space according to the following Reuters report (the emphasis were added by me):Tesla hascut starter prices for its Model 3 and Model Y cars by as much as 9% in China, reversing a trend of increases across the industry amid signs of softening demand in the world's largest auto market. The price cuts, posted in listings on the electric vehicle (EV) giant's China website on Monday, are the first by Tesla in China in 2022, and come after Tesla began offering limited incentives to buyers who opted for its insurance last month.Shortly after Tesla’s price cut announcement, several other EV makers followed. They offered a variety of incentives ranging from direct price cuts to insurance rebates. In the meantime, the China government’s subsidy on EV purchases is scheduled to expire in 2023. Combining these effects, I anticipate cars in the RMB150k to 300k range to face the greater pricing competition and impact many of NIO’s lineups.NIO is at a disadvantage in such a price war against TSLA due to brand image, margins, and profitability as you can see from the following chart. NIO has not been able to make a net profit yet as aforementioned. So here I'm comparing their gross profit margin and also operating margin. As seen from the top panel below, NIO’s gross profit margin has been around 13.3% in recent quarters, only about half of Tesla's 25.1%. In terms of operating margin, NIO has been in the negatives so far and its current value is -26.2%, while Tesla's operating margin is a positive 16.7%.And next, we will see that there are headwinds that prevent NIO from translating sales growth into profit growth.Source: Seeking Alpha dataSales are not turned into profitsAs a growth stock, NIO has been enjoying remarkable topline growth as you can see from the following chart from InsideEVs. To wit, it just reported record-high monthly delivery in November 2022. Its November total deliveries reached 14.1k vehicles, translating into a growth rate of 30.3% YoY and 40.9% MoM. More specifically, according to this SA report,The deliveries consisted of 8,003 premium smart electric SUVs including 4,897 ES7s, and 6,175 premium smart electric sedans including 3,207 ET7s and 2,968 ET5s. Cumulative deliveries of NIO vehicles reached 273,741 as of November 30, 2022. NIO plans to further accelerate the production and delivery in December 2022.Source: insideevs.comThe delivery growth (and also the further anticipated growth) has certainly led to remarkable sales growth as seen from the plot below. NIO’s total revenues (on a quarterly basis) increased from below $400M in 2020 to the current $1.89B in less than 2 years. And the YoY growth rate of its total revenues is 31.11% and the 3-year CAGR is a neck-breaking 72.40%. Its operating revenues have also been growing at an impressive annual rate of around 25% as shown in the mid-panel too.The problem is that NIO is yet to turn a profit as seen in the bottom panel of this chart. Its cash from operations is a mere $51.8M. As aforementioned, I anticipate the price wars started by TSLA alone to prevent it from growing its profits in 2023 in any meaningful way.And as we will explore next, there are other strong roadblocks too.Source: Seeking Alpha dataCAPEX and capital allocation problemsDue to the negative (or negligible) cash flow shown above, NIO has been relying on debt financing and also the issuance of new equity in the past. These issues are examined in detail in my past articles and here I will just quote the main points:As you can see from the top panel of the following chart, its diluted shares expanded by more than 64% since 2020, from about 1 billion outstanding shares to the current level of more than 1.64 billion shares.In the meanwhile, NIO’s total long-term debt have swollen substantially also. Its debt burden was the lightest during 2018 when its total long-term liabilities were only about $400M. And currently, it stands at $3.4 billion.At the same time, its continued growth required years of continued CAPEX investment as the business expands its charging network construction, ramps up its production with new factories, and also extends its sales and product services centers in Europe. Besides the CAPEX expenses, the business’s cash problem is further exacerbated by the rising OPEX (operation expenses). To wit, its OPEX-to-sales ratio (currently at 43.1%) climbed up 2.4% in Q3 compared to Q2 and an alarming 12.7% compared to a year ago. The increase was caused by personnel costs, R&D activities, and marketing expenses for its expansion both domestically and in Europe. I see all these OPEX headwinds to persist given the current macroeconomic conditions.Source: Seeking Alpha dataFinal thoughtsTo recap, my view is that it is very unlikely for NIO’s core business to break even in 2023 due to a range of headwinds. My last article has analyzed these headwinds (political uncertainty, margin pressure, COVID restrictions, and uncertain EV subsidies) in broader strokes. And this article focuses on a key issue in more depth: the price war started by Tesla recently. I see NIO at a tremendous disadvantage in this price war against TSLA due to brand image, margins, and profitability considerations. In a nutshell, I see the situation as NIO being forced into an unwinnable war.Besides, the price war, there are other speedbumps to consider as well, such as the 2023 expiration of the Chinese government’s subsidies, the higher battery costs, and also its higher CAPEX requirements amid negative or negligible operating cash flow. The consensus estimates seem to be pessimistic about this goal too as you can see from their following forecasts. The consensus estimates project negative EPS to continue into 2024, followed by a small positive EPS of $0.27 only in 2025 (which translates into a P/E of ~46x at today’s stock prices).And I feel this consensus estimates on the optimistic side. For example, as just mentioned, its share count could be further diluted due to the need for additional capital (and the dilution could happen at low stock prices to make things worse). Such a dilution would cause the actual EPS to be even lower than the forecasts.Source: Seeking Alpha data","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928410203,"gmtCreate":1671340518502,"gmtModify":1676538526337,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Apple still has potential!","listText":"Apple still has potential!","text":"Apple still has potential!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9928410203","repostId":"2291076952","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929064976,"gmtCreate":1670565191795,"gmtModify":1676538395219,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Trust in TSLA?","listText":"Trust in TSLA?","text":"Trust in TSLA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929064976","repostId":"1116024438","repostType":4,"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966147503,"gmtCreate":1669460208402,"gmtModify":1676538199144,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Will keep an eye on these stocks👍","listText":"Will keep an eye on these stocks👍","text":"Will keep an eye on these stocks👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966147503","repostId":"2286395195","repostType":4,"repost":{"id":"2286395195","kind":"highlight","pubTimestamp":1669424451,"share":"https://ttm.financial/m/news/2286395195?lang=&edition=full_marsco","pubTime":"2022-11-26 09:00","market":"us","language":"en","title":"93% of Warren Buffett's Portfolio Is in These 4 Sectors","url":"https://stock-news.laohu8.com/highlight/detail?id=2286395195","media":"Motley Fool","summary":"The Oracle of Omaha is a big believer in portfolio concentration.","content":"<html><head></head><body><p>Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of <b>Berkshire Hathaway</b> in 1965, Buffett has overseen the creation of more than $680 billion in shareholder value and delivered an aggregate return on his company&#39;s Class A shares (BRK.A) of better than 3,600,000%.</p><p>While there is a long list of reasons for Buffett&#39;s success, one of the most overlooked catalysts is portfolio concentration. Despite having more than $345 billion invested in around four dozen securities, 93% of Warren Buffett&#39;s portfolio can be traced to just four sectors.</p><h2>Technology: 44.18% of invested assets</h2><p>Although Buffett&#39;s company owns a half-dozen tech stocks, it&#39;s <b>Apple</b> that accounts for the lion&#39;s share of Berkshire Hathaway&#39;s investment portfolio. As of this past weekend, Apple made up 40% of Berkshire&#39;s invested assets.</p><p>What makes Apple so special is its dominance in a variety of categories. It&#39;s widely regarded as the world&#39;s most valuable brand, and it has an exceptionally loyal customer base. Within the U.S., the company&#39;s iPhone accounts for more than half of all smartphone market share.</p><p>Beyond the physical products that brought the company fame, Apple CEO Tim Cook is leading a multiyear shift that&#39;s designed to promote subscription services. For Apple, subscription services should be a higher-margin segment that leads to predictable quarterly cash flow. In short, it&#39;s a way to mitigate revenue fluctuations tied to physical product replacement cycles.</p><p>The other intriguing investment within tech is Buffett&#39;s newest: <b>Taiwan Semiconductor Manufacturing Company</b>, which is better known as TSMC. What makes this a seemingly no-brainer investment for Buffett is TSMC is the exclusive supplier of silicon processing chips used in Apple&#39;s products.  If the Oracle of Omaha and his investment team expect Apple to outperform over the long run, it&#39;s only logical that its chip supplier would benefit, too.</p><h2>Financials: 24.08% of invested assets</h2><p>Without question, the least surprising aspect of Berkshire Hathaway&#39;s portfolio is that financial stocks play a key role. As of the end of last week, Buffett&#39;s company was invested in 17 financial securities (this includes two exchange-traded funds) that equated to about $83.3 billion in market value.</p><p>The reason Buffett loves putting Berkshire&#39;s money to work in financial stocks is that they get the benefit of time as an ally. Despite recessions being a regular part of the economic cycle, periods of expansion last considerably longer than recessions. Owning an assortment of banks, insurers, and payment providers allows Berkshire Hathaway to take advantage of the natural expansion in U.S. and global gross domestic product -- as well as consumer and enterprise spending -- over time.</p><p>The largest financial in Berkshire&#39;s investment portfolio is <b>Bank of America</b>. At the moment, BofA&#39;s interest rate sensitivity is its biggest catalyst. No large bank stock will see its net interest income fluctuate more with changes to the yield curve than Bank of America. Considering that the Federal Reserve has no choice but to aggressively raise rates in order to tame historically high inflation, BofA is set to generate billions of dollars in added net interest income.</p><p>Credit-services provider <b>American Express</b> is another large and longtime holding. The beauty of AmEx&#39;s operating model is that the company is able to double dip during periods of expansion. In addition to bringing in merchant fees, it also collects interest income and cardholder fees as a lender.</p><h2>Energy: 12.99% of invested assets</h2><p>Prior to 2022, energy stocks hadn&#39;t accounted for more than 8.9% of Warren Buffett&#39;s investment portfolio at any point this century. But that&#39;s changed in a big way, with energy stocks accounting for nearly 13% of invested assets as of this past week.</p><p>The real jaw-dropper is that the $44.9 billion Buffett and his team have apportioned to &#34;energy stocks&#34; are tied up in just two companies: <b>Chevron</b>  and <b>Occidental Petroleum</b>. Berkshire Hathaway also holds $10 billion in preferred stock of Occidental Petroleum that yields 8% annually. This $10 billion <i>isn&#39;t</i> included in the $44.9 billion figure.</p><p>The only reason the Oracle of Omaha would make this bet is if he believed crude oil and natural gas prices would head higher or remain well above their historical average -- and there&#39;s certainly reason to believe that&#39;ll be the case. The pandemic forced most drilling, exploration, and energy infrastructure companies to significantly pare back their investments. When coupled with Russia invading Ukraine in February, it creates a situation where increasing the global oil and gas supply to meet growing demand becomes difficult. It&#39;s a simple situation of demand outpacing supply, with oil and natural gas prices heading higher as a result.</p><p>Additionally, Chevron and Occidental Petroleum are both integrated operators. Although drilling provides the best margins for oil and gas companies, integrated operators can lean on midstream assets, such as pipelines, or downstream assets, like refineries and chemical plants, if energy commodity prices fall.</p><h2>Consumer staples: 11.38% of invested assets</h2><p>The fourth sector that makes up a sizable portion of Warren Buffett&#39;s portfolio is consumer staples. Interestingly, though, the 11.38% weighting, as of last week, would be a low point this century.</p><p>The lure of consumer staples stocks is the predictability of their cash flow and profit potential. No matter how poorly the U.S. economy or stock market performs, people still need to purchase food, beverages, detergent, toothpaste, toilet paper, and so on. This is what makes this sector so appealing during periods of uncertainty, such as we&#39;re experiencing now.</p><p>Warren Buffett&#39;s longest-held stock, <b>Coca-Cola</b>, is a consumer staple. Coca-Cola is one of the most recognized brands in the world, which is a testament to its stellar marketing and its ability to cross generational gaps to engage with consumers.</p><p>Furthermore, Coca-Cola is about as geographically diversified as businesses get. With the exception of North Korea, Cuba, and Russia (the latter is due to its invasion of Ukraine), Coke has ongoing operations in every other country right now. This helps it take advantage of predictable cash flow in developed markets, as well as higher organic growth rates in emerging markets.</p><p>But it is worth noting that, with the exception of grocery chain <b>Kroger</b>, Buffett&#39;s company has shied away from buying consumer staple stocks in recent years. This could be an indication that Buffett&#39;s investing lieutenants, Todd Combs and Ted Weschler, are playing a bigger role in Berkshire Hathaway&#39;s investments. Combs and Weschler have demonstrated a larger appetite for risk-taking when compared to Warren Buffett.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>93% of Warren Buffett's Portfolio Is in These 4 Sectors</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\">\n93% of Warren Buffett's Portfolio Is in These 4 Sectors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of Berkshire Hathaway in 1965, Buffett has overseen the creation of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BAC":"美国银行","KO":"可口可乐","OXY":"西方石油","TSM":"台积电","AXP":"美国运通","CVX":"雪佛龙","KR":"克罗格"},"source_url":"https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286395195","content_text":"Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of Berkshire Hathaway in 1965, Buffett has overseen the creation of more than $680 billion in shareholder value and delivered an aggregate return on his company's Class A shares (BRK.A) of better than 3,600,000%.While there is a long list of reasons for Buffett's success, one of the most overlooked catalysts is portfolio concentration. Despite having more than $345 billion invested in around four dozen securities, 93% of Warren Buffett's portfolio can be traced to just four sectors.Technology: 44.18% of invested assetsAlthough Buffett's company owns a half-dozen tech stocks, it's Apple that accounts for the lion's share of Berkshire Hathaway's investment portfolio. As of this past weekend, Apple made up 40% of Berkshire's invested assets.What makes Apple so special is its dominance in a variety of categories. It's widely regarded as the world's most valuable brand, and it has an exceptionally loyal customer base. Within the U.S., the company's iPhone accounts for more than half of all smartphone market share.Beyond the physical products that brought the company fame, Apple CEO Tim Cook is leading a multiyear shift that's designed to promote subscription services. For Apple, subscription services should be a higher-margin segment that leads to predictable quarterly cash flow. In short, it's a way to mitigate revenue fluctuations tied to physical product replacement cycles.The other intriguing investment within tech is Buffett's newest: Taiwan Semiconductor Manufacturing Company, which is better known as TSMC. What makes this a seemingly no-brainer investment for Buffett is TSMC is the exclusive supplier of silicon processing chips used in Apple's products.  If the Oracle of Omaha and his investment team expect Apple to outperform over the long run, it's only logical that its chip supplier would benefit, too.Financials: 24.08% of invested assetsWithout question, the least surprising aspect of Berkshire Hathaway's portfolio is that financial stocks play a key role. As of the end of last week, Buffett's company was invested in 17 financial securities (this includes two exchange-traded funds) that equated to about $83.3 billion in market value.The reason Buffett loves putting Berkshire's money to work in financial stocks is that they get the benefit of time as an ally. Despite recessions being a regular part of the economic cycle, periods of expansion last considerably longer than recessions. Owning an assortment of banks, insurers, and payment providers allows Berkshire Hathaway to take advantage of the natural expansion in U.S. and global gross domestic product -- as well as consumer and enterprise spending -- over time.The largest financial in Berkshire's investment portfolio is Bank of America. At the moment, BofA's interest rate sensitivity is its biggest catalyst. No large bank stock will see its net interest income fluctuate more with changes to the yield curve than Bank of America. Considering that the Federal Reserve has no choice but to aggressively raise rates in order to tame historically high inflation, BofA is set to generate billions of dollars in added net interest income.Credit-services provider American Express is another large and longtime holding. The beauty of AmEx's operating model is that the company is able to double dip during periods of expansion. In addition to bringing in merchant fees, it also collects interest income and cardholder fees as a lender.Energy: 12.99% of invested assetsPrior to 2022, energy stocks hadn't accounted for more than 8.9% of Warren Buffett's investment portfolio at any point this century. But that's changed in a big way, with energy stocks accounting for nearly 13% of invested assets as of this past week.The real jaw-dropper is that the $44.9 billion Buffett and his team have apportioned to \"energy stocks\" are tied up in just two companies: Chevron  and Occidental Petroleum. Berkshire Hathaway also holds $10 billion in preferred stock of Occidental Petroleum that yields 8% annually. This $10 billion isn't included in the $44.9 billion figure.The only reason the Oracle of Omaha would make this bet is if he believed crude oil and natural gas prices would head higher or remain well above their historical average -- and there's certainly reason to believe that'll be the case. The pandemic forced most drilling, exploration, and energy infrastructure companies to significantly pare back their investments. When coupled with Russia invading Ukraine in February, it creates a situation where increasing the global oil and gas supply to meet growing demand becomes difficult. It's a simple situation of demand outpacing supply, with oil and natural gas prices heading higher as a result.Additionally, Chevron and Occidental Petroleum are both integrated operators. Although drilling provides the best margins for oil and gas companies, integrated operators can lean on midstream assets, such as pipelines, or downstream assets, like refineries and chemical plants, if energy commodity prices fall.Consumer staples: 11.38% of invested assetsThe fourth sector that makes up a sizable portion of Warren Buffett's portfolio is consumer staples. Interestingly, though, the 11.38% weighting, as of last week, would be a low point this century.The lure of consumer staples stocks is the predictability of their cash flow and profit potential. No matter how poorly the U.S. economy or stock market performs, people still need to purchase food, beverages, detergent, toothpaste, toilet paper, and so on. This is what makes this sector so appealing during periods of uncertainty, such as we're experiencing now.Warren Buffett's longest-held stock, Coca-Cola, is a consumer staple. Coca-Cola is one of the most recognized brands in the world, which is a testament to its stellar marketing and its ability to cross generational gaps to engage with consumers.Furthermore, Coca-Cola is about as geographically diversified as businesses get. With the exception of North Korea, Cuba, and Russia (the latter is due to its invasion of Ukraine), Coke has ongoing operations in every other country right now. This helps it take advantage of predictable cash flow in developed markets, as well as higher organic growth rates in emerging markets.But it is worth noting that, with the exception of grocery chain Kroger, Buffett's company has shied away from buying consumer staple stocks in recent years. This could be an indication that Buffett's investing lieutenants, Todd Combs and Ted Weschler, are playing a bigger role in Berkshire Hathaway's investments. Combs and Weschler have demonstrated a larger appetite for risk-taking when compared to Warren Buffett.","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9002174023,"gmtCreate":1641951696185,"gmtModify":1676533665936,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Fed shld look into stability!","listText":"Fed shld look into stability!","text":"Fed shld look into stability!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9002174023","repostId":"1196657089","repostType":4,"repost":{"id":"1196657089","kind":"news","pubTimestamp":1641949312,"share":"https://ttm.financial/m/news/1196657089?lang=&edition=full_marsco","pubTime":"2022-01-12 09:01","market":"us","language":"en","title":"Powell Assures Americans That Fed Will Tackle High Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=1196657089","media":"Bloomberg","summary":"Federal Reserve Chair Jerome Powell pledged to do what’s necessary to contain an inflation surge and","content":"<html><head></head><body><p>Federal Reserve Chair Jerome Powell pledged to do what’s necessary to contain an inflation surge and prolong the expansion, while steering clear of fresh details on the path of U.S. monetary policy.</p><p>“If we have to raise interest rates more over time, we will,” Powell told the Senate Banking Committee Tuesday under questioning at his confirmation hearing for a second term as central bank chief. “We will use our tools to get inflation back.”</p><p>Both Republicans and Democrats have expressed concern that the Fed is over-stimulating the economy with low rates and bond purchases as inflation runs far above officials’ 2% target. U.S. central bankers have been surprised by the persistence of inflation and want to lean against it this year without stalling out growth.</p><p>Prices rose 5.7% for the 12 months ending November as measured by the personal consumption expenditures price index, the Fed’s preferred benchmark.</p><p>Powell’s remarks were more guarded than those of some of his colleagues, who’ve called openly for the Fed to starting raising rates at their meeting in March. But the chair typically tries to avoid providing policy guidance in public before he’s had a chance to discuss matters with the Fed’s policy-setting committee, which next gathers Jan. 25-26.</p><p>While stressing that the Fed doesn’t prioritize its congressional mandate for price stability more than the goal for full employment, Powell said that the emphasis can shift and at the moment there was more focus on inflation.</p><p>‘Severe Threat’</p><p>“To get the kind of very strong labor market we want, with high participation, it is going to take a long expansion,” he said. “To get a long expansion we are going to need price stability. And so in a way, high inflation is a severe threat to the achievement of maximum employment.”</p><p>Meantime, Tuesday’s hearing underscored the bipartisan support Powell has for another term, starting next month. Senate Banking Committee Chair Sherrod Brown told Bloomberg he didn’t expect much change from the January 2018 vote that confirmed Powell for his first term. That count was 84-13.</p><p>President Joe Biden in November nominated Powell for a second term as chair and picked Fed Governor Lael Brainard to serve as vice chair. Brainard’s confirmation hearing is scheduled for Thursday. Biden is also expected to soon nominate three new governors to fill remaining vacancies on the board.</p><p>Financial markets took Powell’s remarks in their stride. Stocks erased losses, with the S&amp;P 500 and the Nasdaq 100 pushing higher while bonds fluctuated.</p><p>“The ongoing vagueness about the timing of the first rate hike contrasts with the avalanche of comments from other Fed directors circling March 2022,” said Thomas Costerg, senior U.S. economist at Pictet Wealth Management. “Bottom line: I have a sense Powell wants to calm things a bit and wants the market to digest quietly the last minutes -- not add fuel to the fire.”</p><p>Investors are betting the Fed will begin raising its benchmark federal funds rate in March, two years after cutting it to nearly zero at the onset of the pandemic in March 2020. A Labor Department report Friday showing the U.S. unemployment rate fell to 3.9% in December -- closing in on the 3.5% pre-pandemic low.</p><p>Fed officials in December said they would accelerate end of their asset purchase program, and forecast they would raise rates three times this year. Wall Street firms such as Goldman Sachs Group Inc. are forecasting as many as four increases.</p><p>Balance Sheet</p><p>Powell, asked about plans to shrink the Fed’s $8.77 trillion balance sheet, said at some point this year he and his colleagues will allow it to run off. His remarks follow comments from other Fed officials favoring a start to shrinking the balance sheet fairly soon after the central bank begins raising rates.</p><p>Noting that the U.S. economy was in a much stronger position than the last time the central bank shrank its balance sheet -- when it waited around two years between raising rates and allowing its holdings to run off, the chair said no decisions had been made but it would be quicker this time around.</p><p>“The balance sheet is much bigger and so the runoff can be faster. So I would say sooner and faster -- that much is clear,” he said.</p></body></html>","source":"lsy1584095487587","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>Powell Assures Americans That Fed Will Tackle High Inflation</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\">\nPowell Assures Americans That Fed Will Tackle High Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/powell-says-fed-raise-rates-160850337.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal Reserve Chair Jerome Powell pledged to do what’s necessary to contain an inflation surge and prolong the expansion, while steering clear of fresh details on the path of U.S. monetary policy.“...</p>\n\n<a href=\"https://finance.yahoo.com/news/powell-says-fed-raise-rates-160850337.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/powell-says-fed-raise-rates-160850337.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196657089","content_text":"Federal Reserve Chair Jerome Powell pledged to do what’s necessary to contain an inflation surge and prolong the expansion, while steering clear of fresh details on the path of U.S. monetary policy.“If we have to raise interest rates more over time, we will,” Powell told the Senate Banking Committee Tuesday under questioning at his confirmation hearing for a second term as central bank chief. “We will use our tools to get inflation back.”Both Republicans and Democrats have expressed concern that the Fed is over-stimulating the economy with low rates and bond purchases as inflation runs far above officials’ 2% target. U.S. central bankers have been surprised by the persistence of inflation and want to lean against it this year without stalling out growth.Prices rose 5.7% for the 12 months ending November as measured by the personal consumption expenditures price index, the Fed’s preferred benchmark.Powell’s remarks were more guarded than those of some of his colleagues, who’ve called openly for the Fed to starting raising rates at their meeting in March. But the chair typically tries to avoid providing policy guidance in public before he’s had a chance to discuss matters with the Fed’s policy-setting committee, which next gathers Jan. 25-26.While stressing that the Fed doesn’t prioritize its congressional mandate for price stability more than the goal for full employment, Powell said that the emphasis can shift and at the moment there was more focus on inflation.‘Severe Threat’“To get the kind of very strong labor market we want, with high participation, it is going to take a long expansion,” he said. “To get a long expansion we are going to need price stability. And so in a way, high inflation is a severe threat to the achievement of maximum employment.”Meantime, Tuesday’s hearing underscored the bipartisan support Powell has for another term, starting next month. Senate Banking Committee Chair Sherrod Brown told Bloomberg he didn’t expect much change from the January 2018 vote that confirmed Powell for his first term. That count was 84-13.President Joe Biden in November nominated Powell for a second term as chair and picked Fed Governor Lael Brainard to serve as vice chair. Brainard’s confirmation hearing is scheduled for Thursday. Biden is also expected to soon nominate three new governors to fill remaining vacancies on the board.Financial markets took Powell’s remarks in their stride. Stocks erased losses, with the S&P 500 and the Nasdaq 100 pushing higher while bonds fluctuated.“The ongoing vagueness about the timing of the first rate hike contrasts with the avalanche of comments from other Fed directors circling March 2022,” said Thomas Costerg, senior U.S. economist at Pictet Wealth Management. “Bottom line: I have a sense Powell wants to calm things a bit and wants the market to digest quietly the last minutes -- not add fuel to the fire.”Investors are betting the Fed will begin raising its benchmark federal funds rate in March, two years after cutting it to nearly zero at the onset of the pandemic in March 2020. A Labor Department report Friday showing the U.S. unemployment rate fell to 3.9% in December -- closing in on the 3.5% pre-pandemic low.Fed officials in December said they would accelerate end of their asset purchase program, and forecast they would raise rates three times this year. Wall Street firms such as Goldman Sachs Group Inc. are forecasting as many as four increases.Balance SheetPowell, asked about plans to shrink the Fed’s $8.77 trillion balance sheet, said at some point this year he and his colleagues will allow it to run off. His remarks follow comments from other Fed officials favoring a start to shrinking the balance sheet fairly soon after the central bank begins raising rates.Noting that the U.S. economy was in a much stronger position than the last time the central bank shrank its balance sheet -- when it waited around two years between raising rates and allowing its holdings to run off, the chair said no decisions had been made but it would be quicker this time around.“The balance sheet is much bigger and so the runoff can be faster. So I would say sooner and faster -- that much is clear,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264176807227416,"gmtCreate":1705543822196,"gmtModify":1705543824983,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a>Is U11 a good buy yet?&nbsp;","listText":"<a href=\"https://ttm.financial/S/U11.SI\">$UNITED OVERSEAS BANK LIMITED(U11.SI)$&nbsp;</a>Is U11 a good buy yet?&nbsp;","text":"$UNITED OVERSEAS BANK LIMITED(U11.SI)$ Is U11 a good buy yet?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/264176807227416","isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966147503,"gmtCreate":1669460208402,"gmtModify":1676538199144,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Will keep an eye on these stocks👍","listText":"Will keep an eye on these stocks👍","text":"Will keep an eye on these stocks👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966147503","repostId":"2286395195","repostType":4,"repost":{"id":"2286395195","kind":"highlight","pubTimestamp":1669424451,"share":"https://ttm.financial/m/news/2286395195?lang=&edition=full_marsco","pubTime":"2022-11-26 09:00","market":"us","language":"en","title":"93% of Warren Buffett's Portfolio Is in These 4 Sectors","url":"https://stock-news.laohu8.com/highlight/detail?id=2286395195","media":"Motley Fool","summary":"The Oracle of Omaha is a big believer in portfolio concentration.","content":"<html><head></head><body><p>Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of <b>Berkshire Hathaway</b> in 1965, Buffett has overseen the creation of more than $680 billion in shareholder value and delivered an aggregate return on his company&#39;s Class A shares (BRK.A) of better than 3,600,000%.</p><p>While there is a long list of reasons for Buffett&#39;s success, one of the most overlooked catalysts is portfolio concentration. Despite having more than $345 billion invested in around four dozen securities, 93% of Warren Buffett&#39;s portfolio can be traced to just four sectors.</p><h2>Technology: 44.18% of invested assets</h2><p>Although Buffett&#39;s company owns a half-dozen tech stocks, it&#39;s <b>Apple</b> that accounts for the lion&#39;s share of Berkshire Hathaway&#39;s investment portfolio. As of this past weekend, Apple made up 40% of Berkshire&#39;s invested assets.</p><p>What makes Apple so special is its dominance in a variety of categories. It&#39;s widely regarded as the world&#39;s most valuable brand, and it has an exceptionally loyal customer base. Within the U.S., the company&#39;s iPhone accounts for more than half of all smartphone market share.</p><p>Beyond the physical products that brought the company fame, Apple CEO Tim Cook is leading a multiyear shift that&#39;s designed to promote subscription services. For Apple, subscription services should be a higher-margin segment that leads to predictable quarterly cash flow. In short, it&#39;s a way to mitigate revenue fluctuations tied to physical product replacement cycles.</p><p>The other intriguing investment within tech is Buffett&#39;s newest: <b>Taiwan Semiconductor Manufacturing Company</b>, which is better known as TSMC. What makes this a seemingly no-brainer investment for Buffett is TSMC is the exclusive supplier of silicon processing chips used in Apple&#39;s products.  If the Oracle of Omaha and his investment team expect Apple to outperform over the long run, it&#39;s only logical that its chip supplier would benefit, too.</p><h2>Financials: 24.08% of invested assets</h2><p>Without question, the least surprising aspect of Berkshire Hathaway&#39;s portfolio is that financial stocks play a key role. As of the end of last week, Buffett&#39;s company was invested in 17 financial securities (this includes two exchange-traded funds) that equated to about $83.3 billion in market value.</p><p>The reason Buffett loves putting Berkshire&#39;s money to work in financial stocks is that they get the benefit of time as an ally. Despite recessions being a regular part of the economic cycle, periods of expansion last considerably longer than recessions. Owning an assortment of banks, insurers, and payment providers allows Berkshire Hathaway to take advantage of the natural expansion in U.S. and global gross domestic product -- as well as consumer and enterprise spending -- over time.</p><p>The largest financial in Berkshire&#39;s investment portfolio is <b>Bank of America</b>. At the moment, BofA&#39;s interest rate sensitivity is its biggest catalyst. No large bank stock will see its net interest income fluctuate more with changes to the yield curve than Bank of America. Considering that the Federal Reserve has no choice but to aggressively raise rates in order to tame historically high inflation, BofA is set to generate billions of dollars in added net interest income.</p><p>Credit-services provider <b>American Express</b> is another large and longtime holding. The beauty of AmEx&#39;s operating model is that the company is able to double dip during periods of expansion. In addition to bringing in merchant fees, it also collects interest income and cardholder fees as a lender.</p><h2>Energy: 12.99% of invested assets</h2><p>Prior to 2022, energy stocks hadn&#39;t accounted for more than 8.9% of Warren Buffett&#39;s investment portfolio at any point this century. But that&#39;s changed in a big way, with energy stocks accounting for nearly 13% of invested assets as of this past week.</p><p>The real jaw-dropper is that the $44.9 billion Buffett and his team have apportioned to &#34;energy stocks&#34; are tied up in just two companies: <b>Chevron</b>  and <b>Occidental Petroleum</b>. Berkshire Hathaway also holds $10 billion in preferred stock of Occidental Petroleum that yields 8% annually. This $10 billion <i>isn&#39;t</i> included in the $44.9 billion figure.</p><p>The only reason the Oracle of Omaha would make this bet is if he believed crude oil and natural gas prices would head higher or remain well above their historical average -- and there&#39;s certainly reason to believe that&#39;ll be the case. The pandemic forced most drilling, exploration, and energy infrastructure companies to significantly pare back their investments. When coupled with Russia invading Ukraine in February, it creates a situation where increasing the global oil and gas supply to meet growing demand becomes difficult. It&#39;s a simple situation of demand outpacing supply, with oil and natural gas prices heading higher as a result.</p><p>Additionally, Chevron and Occidental Petroleum are both integrated operators. Although drilling provides the best margins for oil and gas companies, integrated operators can lean on midstream assets, such as pipelines, or downstream assets, like refineries and chemical plants, if energy commodity prices fall.</p><h2>Consumer staples: 11.38% of invested assets</h2><p>The fourth sector that makes up a sizable portion of Warren Buffett&#39;s portfolio is consumer staples. Interestingly, though, the 11.38% weighting, as of last week, would be a low point this century.</p><p>The lure of consumer staples stocks is the predictability of their cash flow and profit potential. No matter how poorly the U.S. economy or stock market performs, people still need to purchase food, beverages, detergent, toothpaste, toilet paper, and so on. This is what makes this sector so appealing during periods of uncertainty, such as we&#39;re experiencing now.</p><p>Warren Buffett&#39;s longest-held stock, <b>Coca-Cola</b>, is a consumer staple. Coca-Cola is one of the most recognized brands in the world, which is a testament to its stellar marketing and its ability to cross generational gaps to engage with consumers.</p><p>Furthermore, Coca-Cola is about as geographically diversified as businesses get. With the exception of North Korea, Cuba, and Russia (the latter is due to its invasion of Ukraine), Coke has ongoing operations in every other country right now. This helps it take advantage of predictable cash flow in developed markets, as well as higher organic growth rates in emerging markets.</p><p>But it is worth noting that, with the exception of grocery chain <b>Kroger</b>, Buffett&#39;s company has shied away from buying consumer staple stocks in recent years. This could be an indication that Buffett&#39;s investing lieutenants, Todd Combs and Ted Weschler, are playing a bigger role in Berkshire Hathaway&#39;s investments. Combs and Weschler have demonstrated a larger appetite for risk-taking when compared to Warren Buffett.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>93% of Warren Buffett's Portfolio Is in These 4 Sectors</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\">\n93% of Warren Buffett's Portfolio Is in These 4 Sectors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of Berkshire Hathaway in 1965, Buffett has overseen the creation of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BAC":"美国银行","KO":"可口可乐","OXY":"西方石油","TSM":"台积电","AXP":"美国运通","CVX":"雪佛龙","KR":"克罗格"},"source_url":"https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286395195","content_text":"Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of Berkshire Hathaway in 1965, Buffett has overseen the creation of more than $680 billion in shareholder value and delivered an aggregate return on his company's Class A shares (BRK.A) of better than 3,600,000%.While there is a long list of reasons for Buffett's success, one of the most overlooked catalysts is portfolio concentration. Despite having more than $345 billion invested in around four dozen securities, 93% of Warren Buffett's portfolio can be traced to just four sectors.Technology: 44.18% of invested assetsAlthough Buffett's company owns a half-dozen tech stocks, it's Apple that accounts for the lion's share of Berkshire Hathaway's investment portfolio. As of this past weekend, Apple made up 40% of Berkshire's invested assets.What makes Apple so special is its dominance in a variety of categories. It's widely regarded as the world's most valuable brand, and it has an exceptionally loyal customer base. Within the U.S., the company's iPhone accounts for more than half of all smartphone market share.Beyond the physical products that brought the company fame, Apple CEO Tim Cook is leading a multiyear shift that's designed to promote subscription services. For Apple, subscription services should be a higher-margin segment that leads to predictable quarterly cash flow. In short, it's a way to mitigate revenue fluctuations tied to physical product replacement cycles.The other intriguing investment within tech is Buffett's newest: Taiwan Semiconductor Manufacturing Company, which is better known as TSMC. What makes this a seemingly no-brainer investment for Buffett is TSMC is the exclusive supplier of silicon processing chips used in Apple's products.  If the Oracle of Omaha and his investment team expect Apple to outperform over the long run, it's only logical that its chip supplier would benefit, too.Financials: 24.08% of invested assetsWithout question, the least surprising aspect of Berkshire Hathaway's portfolio is that financial stocks play a key role. As of the end of last week, Buffett's company was invested in 17 financial securities (this includes two exchange-traded funds) that equated to about $83.3 billion in market value.The reason Buffett loves putting Berkshire's money to work in financial stocks is that they get the benefit of time as an ally. Despite recessions being a regular part of the economic cycle, periods of expansion last considerably longer than recessions. Owning an assortment of banks, insurers, and payment providers allows Berkshire Hathaway to take advantage of the natural expansion in U.S. and global gross domestic product -- as well as consumer and enterprise spending -- over time.The largest financial in Berkshire's investment portfolio is Bank of America. At the moment, BofA's interest rate sensitivity is its biggest catalyst. No large bank stock will see its net interest income fluctuate more with changes to the yield curve than Bank of America. Considering that the Federal Reserve has no choice but to aggressively raise rates in order to tame historically high inflation, BofA is set to generate billions of dollars in added net interest income.Credit-services provider American Express is another large and longtime holding. The beauty of AmEx's operating model is that the company is able to double dip during periods of expansion. In addition to bringing in merchant fees, it also collects interest income and cardholder fees as a lender.Energy: 12.99% of invested assetsPrior to 2022, energy stocks hadn't accounted for more than 8.9% of Warren Buffett's investment portfolio at any point this century. But that's changed in a big way, with energy stocks accounting for nearly 13% of invested assets as of this past week.The real jaw-dropper is that the $44.9 billion Buffett and his team have apportioned to \"energy stocks\" are tied up in just two companies: Chevron  and Occidental Petroleum. Berkshire Hathaway also holds $10 billion in preferred stock of Occidental Petroleum that yields 8% annually. This $10 billion isn't included in the $44.9 billion figure.The only reason the Oracle of Omaha would make this bet is if he believed crude oil and natural gas prices would head higher or remain well above their historical average -- and there's certainly reason to believe that'll be the case. The pandemic forced most drilling, exploration, and energy infrastructure companies to significantly pare back their investments. When coupled with Russia invading Ukraine in February, it creates a situation where increasing the global oil and gas supply to meet growing demand becomes difficult. It's a simple situation of demand outpacing supply, with oil and natural gas prices heading higher as a result.Additionally, Chevron and Occidental Petroleum are both integrated operators. Although drilling provides the best margins for oil and gas companies, integrated operators can lean on midstream assets, such as pipelines, or downstream assets, like refineries and chemical plants, if energy commodity prices fall.Consumer staples: 11.38% of invested assetsThe fourth sector that makes up a sizable portion of Warren Buffett's portfolio is consumer staples. Interestingly, though, the 11.38% weighting, as of last week, would be a low point this century.The lure of consumer staples stocks is the predictability of their cash flow and profit potential. No matter how poorly the U.S. economy or stock market performs, people still need to purchase food, beverages, detergent, toothpaste, toilet paper, and so on. This is what makes this sector so appealing during periods of uncertainty, such as we're experiencing now.Warren Buffett's longest-held stock, Coca-Cola, is a consumer staple. Coca-Cola is one of the most recognized brands in the world, which is a testament to its stellar marketing and its ability to cross generational gaps to engage with consumers.Furthermore, Coca-Cola is about as geographically diversified as businesses get. With the exception of North Korea, Cuba, and Russia (the latter is due to its invasion of Ukraine), Coke has ongoing operations in every other country right now. This helps it take advantage of predictable cash flow in developed markets, as well as higher organic growth rates in emerging markets.But it is worth noting that, with the exception of grocery chain Kroger, Buffett's company has shied away from buying consumer staple stocks in recent years. This could be an indication that Buffett's investing lieutenants, Todd Combs and Ted Weschler, are playing a bigger role in Berkshire Hathaway's investments. Combs and Weschler have demonstrated a larger appetite for risk-taking when compared to Warren Buffett.","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985333628,"gmtCreate":1667311165165,"gmtModify":1676537896040,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"TSLA will still rise!&nbsp;","listText":"TSLA will still rise!&nbsp;","text":"TSLA will still rise!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985333628","repostId":"1111511064","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029015450,"gmtCreate":1652701742170,"gmtModify":1676535144424,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Yes, agree it's still a good buy!","listText":"Yes, agree it's still a good buy!","text":"Yes, agree it's still a good buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9029015450","repostId":"1185672001","repostType":4,"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968846668,"gmtCreate":1669189086855,"gmtModify":1676538164770,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Happy Thanksgiving! 💖","listText":"Happy Thanksgiving! 💖","text":"Happy Thanksgiving! 💖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968846668","repostId":"1102300737","repostType":4,"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002142945,"gmtCreate":1641950291736,"gmtModify":1676533665673,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"&nbsp;Hope 2022 will b better than 2021!","listText":"&nbsp;Hope 2022 will b better than 2021!","text":"Hope 2022 will b better than 2021!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9002142945","repostId":"2202789402","repostType":4,"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003834998,"gmtCreate":1640922096143,"gmtModify":1676533555561,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Good for SOFI!","listText":"Good for SOFI!","text":"Good for SOFI!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9003834998","repostId":"1186007521","repostType":4,"repost":{"id":"1186007521","kind":"news","pubTimestamp":1640920530,"share":"https://ttm.financial/m/news/1186007521?lang=&edition=full_marsco","pubTime":"2021-12-31 11:15","market":"us","language":"en","title":"Why Shares of Upstart, SoFi, and MoneyLion All Rose Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1186007521","media":"Motley Fool","summary":"What happenedShares of many fintech stocks bounced higher on the second-to-last day of trading in 20","content":"<html><head></head><body><p>What happened</p><p>Shares of many fintech stocks bounced higher on the second-to-last day of trading in 2021, which seemed to be related to a jobless claims report that was better than expected. Shares of the artificial intelligence personal loan company <b>Upstart</b>(NASDAQ:UPST) rose nearly 5% today, while shares of the digital financial services company <b>SoFi</b>(NASDAQ:SOFI)and fintech <b>MoneyLion</b>(NYSE:ML)both rose more than 10%.</p><p>So what</p><p>Weekly jobless claims for the week ending Dec. 25 totaled 198,000, beating the 205,000 forecast, which is near the lowest level in 50 years.</p><p>Gus Faucher, chief economist at <b>PNC</b>, wrote in a research note:</p><blockquote>Initial claims are extremely low, and continued claims are low and steadily declining. Demand for labor is very strong and workers are in short supply, so businesses are not laying off employees. Those workers who do find themselves unemployed can quickly find new jobs.</blockquote><p>On the one hand, the news is somewhat positive because it shows that businesses still seem to be operating like normal and not laying off workers or shutting down after the discovery of the extremely contagious omicron COVID-19 variant. Still, that doesn&#39;t mean there won&#39;t be any impact from omicron in the near term.</p><p>&#34; ... rising coronavirus cases due to the omicron could put the labor force recovery on hold, at least over the next couple of months,&#34; Faucher added.</p><p>The jobless claims report seemed to provide a good excuse for investors to buy back into popular fintech stocks that have really been hammered over the past few months.</p><p>Investors first began to turn bearish on fintech stocks once the Federal Reserve indicated that it would speed up the tapering of its bond purchases, and potentially look to raise the federal funds rate multiple times in 2022 due to high inflation. For fintech companies specifically, higher interest rates can increase funding costs and default rates, and slow demand if inflation is bad enough. The flip side is that higher interest rates typically allow lenders to originate loans with higher interest rates as well.</p><p>Then omicron hit and investors feared how the variant or future similar variants might impact economic growth in 2022. <b>Goldman Sachs</b> recently cut its projection for gross domestic product slightly in each of the first three quarters of 2022.</p><p>Now what</p><p>Valuations in the fintech sector had certainly run hot for most of this year, with Upstart in October trading at close to 40 times 2022 revenue. Even after the sell-off, Upstart currently trades around 66 times the current average earnings estimate for 2022. Valuations like this don&#39;t leave a lot of room for error, so I think a sell-off for some of these highly valued fintech stocks was certainly warranted.</p><p>Valuations now look a little better, but given that market conditions could be difficult next year, especially with the strong potential for rate hikes, I would much rather own fintech stocks that have more reasonable valuations and that are potentially undervalued.</p><p>Based on its projections, MoneyLion looks more reasonably valued right now. But seeing as the company went public through a special purpose acquisition company (SPAC), and SPACs have seen a good deal of skepticism in recent months, investors are likely going to wait to see that actual results are in line with projections before potentially buying in.</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>Why Shares of Upstart, SoFi, and MoneyLion All Rose Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Shares of Upstart, SoFi, and MoneyLion All Rose Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-31 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/30/why-shares-of-upstart-sofi-and-moneylion-all-rose/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of many fintech stocks bounced higher on the second-to-last day of trading in 2021, which seemed to be related to a jobless claims report that was better than expected. Shares of ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/30/why-shares-of-upstart-sofi-and-moneylion-all-rose/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ML":"MoneyLion Inc.","SOFI":"SoFi Technologies Inc.","UPST":"Upstart Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/12/30/why-shares-of-upstart-sofi-and-moneylion-all-rose/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186007521","content_text":"What happenedShares of many fintech stocks bounced higher on the second-to-last day of trading in 2021, which seemed to be related to a jobless claims report that was better than expected. Shares of the artificial intelligence personal loan company Upstart(NASDAQ:UPST) rose nearly 5% today, while shares of the digital financial services company SoFi(NASDAQ:SOFI)and fintech MoneyLion(NYSE:ML)both rose more than 10%.So whatWeekly jobless claims for the week ending Dec. 25 totaled 198,000, beating the 205,000 forecast, which is near the lowest level in 50 years.Gus Faucher, chief economist at PNC, wrote in a research note:Initial claims are extremely low, and continued claims are low and steadily declining. Demand for labor is very strong and workers are in short supply, so businesses are not laying off employees. Those workers who do find themselves unemployed can quickly find new jobs.On the one hand, the news is somewhat positive because it shows that businesses still seem to be operating like normal and not laying off workers or shutting down after the discovery of the extremely contagious omicron COVID-19 variant. Still, that doesn't mean there won't be any impact from omicron in the near term.\" ... rising coronavirus cases due to the omicron could put the labor force recovery on hold, at least over the next couple of months,\" Faucher added.The jobless claims report seemed to provide a good excuse for investors to buy back into popular fintech stocks that have really been hammered over the past few months.Investors first began to turn bearish on fintech stocks once the Federal Reserve indicated that it would speed up the tapering of its bond purchases, and potentially look to raise the federal funds rate multiple times in 2022 due to high inflation. For fintech companies specifically, higher interest rates can increase funding costs and default rates, and slow demand if inflation is bad enough. The flip side is that higher interest rates typically allow lenders to originate loans with higher interest rates as well.Then omicron hit and investors feared how the variant or future similar variants might impact economic growth in 2022. Goldman Sachs recently cut its projection for gross domestic product slightly in each of the first three quarters of 2022.Now whatValuations in the fintech sector had certainly run hot for most of this year, with Upstart in October trading at close to 40 times 2022 revenue. Even after the sell-off, Upstart currently trades around 66 times the current average earnings estimate for 2022. Valuations like this don't leave a lot of room for error, so I think a sell-off for some of these highly valued fintech stocks was certainly warranted.Valuations now look a little better, but given that market conditions could be difficult next year, especially with the strong potential for rate hikes, I would much rather own fintech stocks that have more reasonable valuations and that are potentially undervalued.Based on its projections, MoneyLion looks more reasonably valued right now. But seeing as the company went public through a special purpose acquisition company (SPAC), and SPACs have seen a good deal of skepticism in recent months, investors are likely going to wait to see that actual results are in line with projections before potentially buying in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925174799,"gmtCreate":1671976144811,"gmtModify":1676538616996,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Hopefully she would hold on to the shares for long&nbsp;term!","listText":"Hopefully she would hold on to the shares for long&nbsp;term!","text":"Hopefully she would hold on to the shares for long term!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925174799","repostId":"1147953116","repostType":4,"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987104430,"gmtCreate":1667837313720,"gmtModify":1676537972154,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Jumped n fall again.&nbsp;","listText":"Jumped n fall again.&nbsp;","text":"Jumped n fall again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9987104430","repostId":"1118668410","repostType":4,"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985398422,"gmtCreate":1667309991366,"gmtModify":1676537895617,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Okay ✅&nbsp;","listText":"Okay ✅&nbsp;","text":"Okay ✅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9985398422","repostId":"1103063696","repostType":4,"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986068264,"gmtCreate":1666855404058,"gmtModify":1676537817698,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Recession already started😬","listText":"Recession already started😬","text":"Recession already started😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986068264","repostId":"1116323384","repostType":4,"repost":{"id":"1116323384","kind":"news","pubTimestamp":1666853691,"share":"https://ttm.financial/m/news/1116323384?lang=&edition=full_marsco","pubTime":"2022-10-27 14:54","market":"us","language":"en","title":"Billionaire Bezos Says Batten Down The Hatches: S&P 500 Implications","url":"https://stock-news.laohu8.com/highlight/detail?id=1116323384","media":"Seeking Alpha","summary":"SummaryAmazon founder and one of the world's richest men - Jeff Bezos - recently sounded the recessi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Amazon founder and one of the world&#39;s richest men - Jeff Bezos - recently sounded the recession alarm.</li><li>We discuss the implications of his warning on the S&amp;P 500.</li><li>We also share our approach in the current environment.</li></ul><p>Amazon (AMZN) founder and one of the world&#39;s richest men - Jeff Bezos - recently sounded the recession alarm, tweeting in agreement with Goldman Sachs (GS) CEO David Solomon that there is a good chance of a recession in 2022-2023:</p><blockquote><i>Yep, the probabilities in this economy tell you to batten down the hatches.</i></blockquote><p>In this article, we will discuss the implications of his warning on the S&amp;P 500 (NYSEARCA:SPY) and also share our approach in the current environment.</p><p><b>S&amp;P 500 Implications</b></p><p>Year-to-date, the SPY has taken a beating, as - despite a strong run over the past few days - the index is still down by nearly a fifth:</p><p><img src=\"https://static.tigerbbs.com/6a83d623c87e80a5239da4cf99a1bb1c\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Of course, big tech (QQQ) and high growth tech (ARKK) have gotten hit even harder:</p><p><img src=\"https://static.tigerbbs.com/bafb560dbe25f06904d0ea33919d34b0\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>However, while anemic economic performance year-to-date is surely at least a partial contributor to the lousy market performance, it is not the main driver of lower stock prices. Rather, they have largely been the product of (1) rising interest rates and (2) a much-needed correction in market valuations.</p><p>Year-to-date, the long-term U.S. interest rate has more than doubled, though it is still in a lowish range at just 3.67%:</p><p><img src=\"https://static.tigerbbs.com/da389ae4928ec09ef9801de410ecda9b\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>This increase has been driven in part by the Federal Funds rate, which has soared from near zero to 3.25%, with more hikes expected in the coming months and possibly even in 2023:</p><p><img src=\"https://static.tigerbbs.com/f6a6cd5f444ebeea341595945dfc18de\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Why is this such a bad deal for the stock market? Well, there are several reasons. First and foremost, perhaps no one put it better than the Oracle of Omaha - Warren Buffett of Berkshire Hathaway (BRK.A)(BRK.B) -himself when he said:</p><blockquote><i>The most important item over time in valuation is obviously interest rates. Any investment is worth all the cash you’re going to get out between now and judgment day discounted back. If interest rates are destined to be at very low levels … it makes any stream of earnings from investments worth more money.</i></blockquote><p>As a result, in the short-term, stocks are taking a pretty heavy beating thus far this year since higher discount rates are being applied to valuation models to account for the current higher interest rate as well as the expectation by some that interest rates are going to move far higher still.</p><p>Another reason why higher interest rates are negatively impacting the economy is because it is causing the U.S. dollar to strengthen against foreign currencies (since the higher risk-free return on dollars makes them more attractive as a store of value). This in turn makes U.S. products more expensive overseas and also reduces the U.S. dollar denominated profits that companies earn overseas, weakening their bottom lines when they report results to U.S. shareholders.</p><p>A third reason higher interest rates are bringing down the stock market is simply that they incentivize individuals to save and pay off debt rather than borrow and spend money, thereby sucking money out of circulation and slowing the economy down. This inevitably weighs on corporate profits as well.</p><p>Despite the meaningful rise in interest rates so far in 2022, U.S. jobs data remains very strong, with the economy adding 263,000 jobs last month and the unemployment rate falling to 3.5%. Given that the Federal Reserve&#39;s mandate is to maximize employment while also minimizing inflation, it appears to continue to have some leverage that it can deploy by further pressuring the labor market in an attempt to bring still-high inflation under control. This means that interest rates are highly likely to continue increasing for the foreseeable future. As a result, the stock market continues to flounder in the doldrums.</p><p>The second main reason for a poor market performance this year is simply that stocks had gotten ahead of themselves. Despite an immense loss of true wealth in the form of produced goods and services during the COVID-19 lockdowns, the stock market quickly recovered from its initial plunge and actually soared to new highs all the way through 2021. This was largely due to the Federal Reserve printing a historic amount of money and bringing interest rates to historic lows.</p><p>On top of that, the U.S. government handed out money at an historic level as well, resulting in a huge bubble in financial markets and the housing markets. By late 2021 this inflationary bubble began to spread into consumer goods as the economy became fully reopened and consumer behaviors began to normalize, while supply chains remained clogged, and production had not yet caught up to rapidly normalizing demand.</p><p>Further compounding the problem were that the Federal Reserve hesitated to respond - overconfidently dismissing the inflation as &#34;transitory&#34; instead - and then Russia and Ukraine went to war, placing a severe strain on global food and energy supplies, further exacerbating the inflation issues.</p><p>What this all brought to light was that the initial illusion of wealth creation thanks to the massive influx of cash and artificially low interest rates in the wake of COVID-19 was not real wealth. As a result, the stock market realized that its bloated valuation levels were not justified, and it had to correct. Even now, after the major pullback seen in markets this year, the Yield Curve model implies the stock market is overvalued while the Buffett indicator, PE Ratio, Interest Rates, and S&amp;P 500 Mean Reversion models all imply that the stock market is fairly valued. Clearly, a correction was needed to get the markets back on a more stable valuation footing.</p><p><b>Our Approach</b></p><p>While the high inflation, rising interest rate, and bloated valuation environment have certainly done a number on the SPY this year, we are seeing some green shoots that indicate that it could be time to more confidently invest.</p><p>There is increasing talk that the Federal Reserve may temper some of its expected future interest rate hikes as the risks of a severe recession continue to grow. This is evidenced by the fact that - despite the persistently low unemployment rate - major corporations are beginning to lay off employees, including Intel (INTC), Meta (META), Tesla (TSLA), Coinbase (COIN), Spotify (SPOT), and Peloton (PTON). Microsoft (MSFT), JPMorgan (JPM), and Alphabet (GOOG) (GOOGL) have also indicated that they are adopting a more cautious approach moving forward in anticipation of an economic slowdown. Furthermore, these layoffs imply that the unemployment rate may be poised to rise meaningfully in the coming months, which would indicate that the Federal Reserve&#39;s efforts to create a better balance between employment and inflation are having their desired effect.</p><p>Furthermore, housing has slowed down at a record-setting pace, with sales plummeting and prices beginning to fall too. The Federal Reserve had previously cited housing affordability as something that needed to improve as well before it could ease its tightening, so this is a major positive for stocks.</p><p>When you combine these green shoots with the fact that the economy still remains overall in decent shape - at least on the surface - and that stocks are in general in a fair value range on average, it looks like right now is not a bad time to dollar cost average into stocks for those with a long-term time horizon. Bottoms are impossible to time, and the valuations have fallen to a level that is close enough to fair value according to many of these models that over the long-term, investments made today are likely to generate solid total returns.</p><p>For those who have been members of High Yield Investor for a while, you probably know already how we react to market volatility. We don&#39;t shy away from it. In fact, we embrace it because it provides us with compelling bargains, and the lower prices go, the more shares we will buy because we (that is, those of us who run the Core and International Portfolios) have a long-term (5+ year) time horizon on our investments and a decent tolerance for risk. As Warren Buffett says:</p><blockquote><i>if you don&#39;t feel comfortable owning a stock for 10 years, you shouldn&#39;t own it for 10 minutes</i></blockquote><p>He also has told investors in the past that:</p><blockquote><i>There is simply no telling how far stocks can fall in a short period...The light at any time can go from green to red without pausing at yellow.</i></blockquote><p>Over the course of its illustrious history under Warren Buffett, Berkshire has seen its stock plunge five separate times:</p><ul><li>down 59% in 1973-1975</li><li>down 37% in 1987</li><li>down 49% in 1998-2000</li><li>down 51% in 2008-2009</li><li>down 26% in 2020</li></ul><p>Yet, over time, those who held through the dips have reaped incredible rewards in the form of market-crushing total returns alongside Buffett during his journey to becoming one of the wealthiest men in history.</p><p>It is thanks to this simple philosophy that we earned huge returns in 2020 and 2021 as the market recovered, and today&#39;s sell-off is just another opportunity for us to profit in the coming years.</p><p>It is easy to feel like today&#39;s uncertainty is unprecedented and that, therefore, this time must be different. But in reality, we have actually been through much worse and always made it to the other side. In the 20thcentury, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; the resignation of a disgraced president; a global pandemic; and much greater inflation than today. Yet, the Dow rose from 66 to over 30,000.</p><p>As Warren Buffett told Berkshire shareholders:</p><blockquote><i>Never bet against America.</i></blockquote><p>In that sense, we are actually glad that the market is crashing again. Seeing red in our portfolio never feels pleasant in the moment, but looking back, we have always made our largest gains coming out of bear markets.</p><p>The market is at its most inefficient when it is volatile and that is really when active investing is the most rewarding.</p><p>Of course, we don&#39;t have a crystal ball and cannot know for sure how the stock market will perform in the short run, but historically, those who have had the courage to buy stocks when they were temporarily discounted have always been richly rewarded in the following years.</p><p>As a result, our approach moving forward will continue to be the same as what it has been: instead of fretting about short-term performance, we will keep our focus on the passive income that our portfolio is generating in the short-term as well as a five-year time horizon for total return generation. With this mindset, we are able to sleep soundly at night, stay calm during the day, think rationally, take advantage of bargains that the market indiscriminately throws at us by making consistent small additions to our portfolio whenever capital becomes available (from a combination of dividends, opportunistic capital recycling, and additional cash flow from investments external to our portfolios), and ultimately build our passive income stream.</p><p><b>Investor Takeaway</b></p><p>SPY has already had a rough year and billionaire businessmen like Jeff Bezos of mega cap AMZN are piling on, warning us to &#34;batten down the hatches.&#34; While we certainly understand the risks - and are positioning our portfolio accordingly - we also do not believe that now is the time to run for the hills in a panic.</p><p>We believe the SPY is fairly valued after the sell-off and that there are numerous highly opportunistic investments in the high yield space, which is where we specialize at High Yield Investor.</p><p>Over the long-term, we look forward to the outperformance that will be generated by our investments made today that we purchased from others who are panic selling. As Warren Buffett once said:</p><blockquote><i>Games are won by players who focus on the field, not the ones looking at the scoreboard.</i></blockquote><p>Instead of focusing on the stock prices being thrown at us each day, let&#39;s keep our focus on the true intrinsic value that our businesses are compounding for us.</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>Billionaire Bezos Says Batten Down The Hatches: S&P 500 Implications</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\">\nBillionaire Bezos Says Batten Down The Hatches: S&P 500 Implications\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-27 14:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4549169-bezos-batten-down-hatches-sp-500-implications><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAmazon founder and one of the world's richest men - Jeff Bezos - recently sounded the recession alarm.We discuss the implications of his warning on the S&P 500.We also share our approach in the...</p>\n\n<a href=\"https://seekingalpha.com/article/4549169-bezos-batten-down-hatches-sp-500-implications\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://seekingalpha.com/article/4549169-bezos-batten-down-hatches-sp-500-implications","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116323384","content_text":"SummaryAmazon founder and one of the world's richest men - Jeff Bezos - recently sounded the recession alarm.We discuss the implications of his warning on the S&P 500.We also share our approach in the current environment.Amazon (AMZN) founder and one of the world's richest men - Jeff Bezos - recently sounded the recession alarm, tweeting in agreement with Goldman Sachs (GS) CEO David Solomon that there is a good chance of a recession in 2022-2023:Yep, the probabilities in this economy tell you to batten down the hatches.In this article, we will discuss the implications of his warning on the S&P 500 (NYSEARCA:SPY) and also share our approach in the current environment.S&P 500 ImplicationsYear-to-date, the SPY has taken a beating, as - despite a strong run over the past few days - the index is still down by nearly a fifth:Data by YChartsOf course, big tech (QQQ) and high growth tech (ARKK) have gotten hit even harder:Data by YChartsHowever, while anemic economic performance year-to-date is surely at least a partial contributor to the lousy market performance, it is not the main driver of lower stock prices. Rather, they have largely been the product of (1) rising interest rates and (2) a much-needed correction in market valuations.Year-to-date, the long-term U.S. interest rate has more than doubled, though it is still in a lowish range at just 3.67%:Data by YChartsThis increase has been driven in part by the Federal Funds rate, which has soared from near zero to 3.25%, with more hikes expected in the coming months and possibly even in 2023:Data by YChartsWhy is this such a bad deal for the stock market? Well, there are several reasons. First and foremost, perhaps no one put it better than the Oracle of Omaha - Warren Buffett of Berkshire Hathaway (BRK.A)(BRK.B) -himself when he said:The most important item over time in valuation is obviously interest rates. Any investment is worth all the cash you’re going to get out between now and judgment day discounted back. If interest rates are destined to be at very low levels … it makes any stream of earnings from investments worth more money.As a result, in the short-term, stocks are taking a pretty heavy beating thus far this year since higher discount rates are being applied to valuation models to account for the current higher interest rate as well as the expectation by some that interest rates are going to move far higher still.Another reason why higher interest rates are negatively impacting the economy is because it is causing the U.S. dollar to strengthen against foreign currencies (since the higher risk-free return on dollars makes them more attractive as a store of value). This in turn makes U.S. products more expensive overseas and also reduces the U.S. dollar denominated profits that companies earn overseas, weakening their bottom lines when they report results to U.S. shareholders.A third reason higher interest rates are bringing down the stock market is simply that they incentivize individuals to save and pay off debt rather than borrow and spend money, thereby sucking money out of circulation and slowing the economy down. This inevitably weighs on corporate profits as well.Despite the meaningful rise in interest rates so far in 2022, U.S. jobs data remains very strong, with the economy adding 263,000 jobs last month and the unemployment rate falling to 3.5%. Given that the Federal Reserve's mandate is to maximize employment while also minimizing inflation, it appears to continue to have some leverage that it can deploy by further pressuring the labor market in an attempt to bring still-high inflation under control. This means that interest rates are highly likely to continue increasing for the foreseeable future. As a result, the stock market continues to flounder in the doldrums.The second main reason for a poor market performance this year is simply that stocks had gotten ahead of themselves. Despite an immense loss of true wealth in the form of produced goods and services during the COVID-19 lockdowns, the stock market quickly recovered from its initial plunge and actually soared to new highs all the way through 2021. This was largely due to the Federal Reserve printing a historic amount of money and bringing interest rates to historic lows.On top of that, the U.S. government handed out money at an historic level as well, resulting in a huge bubble in financial markets and the housing markets. By late 2021 this inflationary bubble began to spread into consumer goods as the economy became fully reopened and consumer behaviors began to normalize, while supply chains remained clogged, and production had not yet caught up to rapidly normalizing demand.Further compounding the problem were that the Federal Reserve hesitated to respond - overconfidently dismissing the inflation as \"transitory\" instead - and then Russia and Ukraine went to war, placing a severe strain on global food and energy supplies, further exacerbating the inflation issues.What this all brought to light was that the initial illusion of wealth creation thanks to the massive influx of cash and artificially low interest rates in the wake of COVID-19 was not real wealth. As a result, the stock market realized that its bloated valuation levels were not justified, and it had to correct. Even now, after the major pullback seen in markets this year, the Yield Curve model implies the stock market is overvalued while the Buffett indicator, PE Ratio, Interest Rates, and S&P 500 Mean Reversion models all imply that the stock market is fairly valued. Clearly, a correction was needed to get the markets back on a more stable valuation footing.Our ApproachWhile the high inflation, rising interest rate, and bloated valuation environment have certainly done a number on the SPY this year, we are seeing some green shoots that indicate that it could be time to more confidently invest.There is increasing talk that the Federal Reserve may temper some of its expected future interest rate hikes as the risks of a severe recession continue to grow. This is evidenced by the fact that - despite the persistently low unemployment rate - major corporations are beginning to lay off employees, including Intel (INTC), Meta (META), Tesla (TSLA), Coinbase (COIN), Spotify (SPOT), and Peloton (PTON). Microsoft (MSFT), JPMorgan (JPM), and Alphabet (GOOG) (GOOGL) have also indicated that they are adopting a more cautious approach moving forward in anticipation of an economic slowdown. Furthermore, these layoffs imply that the unemployment rate may be poised to rise meaningfully in the coming months, which would indicate that the Federal Reserve's efforts to create a better balance between employment and inflation are having their desired effect.Furthermore, housing has slowed down at a record-setting pace, with sales plummeting and prices beginning to fall too. The Federal Reserve had previously cited housing affordability as something that needed to improve as well before it could ease its tightening, so this is a major positive for stocks.When you combine these green shoots with the fact that the economy still remains overall in decent shape - at least on the surface - and that stocks are in general in a fair value range on average, it looks like right now is not a bad time to dollar cost average into stocks for those with a long-term time horizon. Bottoms are impossible to time, and the valuations have fallen to a level that is close enough to fair value according to many of these models that over the long-term, investments made today are likely to generate solid total returns.For those who have been members of High Yield Investor for a while, you probably know already how we react to market volatility. We don't shy away from it. In fact, we embrace it because it provides us with compelling bargains, and the lower prices go, the more shares we will buy because we (that is, those of us who run the Core and International Portfolios) have a long-term (5+ year) time horizon on our investments and a decent tolerance for risk. As Warren Buffett says:if you don't feel comfortable owning a stock for 10 years, you shouldn't own it for 10 minutesHe also has told investors in the past that:There is simply no telling how far stocks can fall in a short period...The light at any time can go from green to red without pausing at yellow.Over the course of its illustrious history under Warren Buffett, Berkshire has seen its stock plunge five separate times:down 59% in 1973-1975down 37% in 1987down 49% in 1998-2000down 51% in 2008-2009down 26% in 2020Yet, over time, those who held through the dips have reaped incredible rewards in the form of market-crushing total returns alongside Buffett during his journey to becoming one of the wealthiest men in history.It is thanks to this simple philosophy that we earned huge returns in 2020 and 2021 as the market recovered, and today's sell-off is just another opportunity for us to profit in the coming years.It is easy to feel like today's uncertainty is unprecedented and that, therefore, this time must be different. But in reality, we have actually been through much worse and always made it to the other side. In the 20thcentury, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; the resignation of a disgraced president; a global pandemic; and much greater inflation than today. Yet, the Dow rose from 66 to over 30,000.As Warren Buffett told Berkshire shareholders:Never bet against America.In that sense, we are actually glad that the market is crashing again. Seeing red in our portfolio never feels pleasant in the moment, but looking back, we have always made our largest gains coming out of bear markets.The market is at its most inefficient when it is volatile and that is really when active investing is the most rewarding.Of course, we don't have a crystal ball and cannot know for sure how the stock market will perform in the short run, but historically, those who have had the courage to buy stocks when they were temporarily discounted have always been richly rewarded in the following years.As a result, our approach moving forward will continue to be the same as what it has been: instead of fretting about short-term performance, we will keep our focus on the passive income that our portfolio is generating in the short-term as well as a five-year time horizon for total return generation. With this mindset, we are able to sleep soundly at night, stay calm during the day, think rationally, take advantage of bargains that the market indiscriminately throws at us by making consistent small additions to our portfolio whenever capital becomes available (from a combination of dividends, opportunistic capital recycling, and additional cash flow from investments external to our portfolios), and ultimately build our passive income stream.Investor TakeawaySPY has already had a rough year and billionaire businessmen like Jeff Bezos of mega cap AMZN are piling on, warning us to \"batten down the hatches.\" While we certainly understand the risks - and are positioning our portfolio accordingly - we also do not believe that now is the time to run for the hills in a panic.We believe the SPY is fairly valued after the sell-off and that there are numerous highly opportunistic investments in the high yield space, which is where we specialize at High Yield Investor.Over the long-term, we look forward to the outperformance that will be generated by our investments made today that we purchased from others who are panic selling. As Warren Buffett once said:Games are won by players who focus on the field, not the ones looking at the scoreboard.Instead of focusing on the stock prices being thrown at us each day, let's keep our focus on the true intrinsic value that our businesses are compounding for us.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034001483,"gmtCreate":1647718005806,"gmtModify":1676534260014,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Maybe will add a small % to portfolio","listText":"Maybe will add a small % to portfolio","text":"Maybe will add a small % to portfolio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9034001483","repostId":"2220370899","repostType":4,"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002677466,"gmtCreate":1642008933403,"gmtModify":1676533671255,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Would expect PLTR to go higher to $20 &amp; abv!","listText":"Would expect PLTR to go higher to $20 &amp; abv!","text":"Would expect PLTR to go higher to $20 & abv!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9002677466","repostId":"1114732808","repostType":4,"isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008923450,"gmtCreate":1641349033787,"gmtModify":1676533603852,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Yes pls!🎉🎊","listText":"Yes pls!🎉🎊","text":"Yes pls!🎉🎊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9008923450","repostId":"1158741589","repostType":4,"repost":{"id":"1158741589","kind":"news","pubTimestamp":1641348441,"share":"https://ttm.financial/m/news/1158741589?lang=&edition=full_marsco","pubTime":"2022-01-05 10:07","market":"us","language":"en","title":"Is Apple Stock's Next Stop $2 Trillion or $4 Trillion?","url":"https://stock-news.laohu8.com/highlight/detail?id=1158741589","media":"Motley Fool","summary":"Apple(NASDAQ:AAPL)kicked off the New Year with flair, becoming the first publicly traded company to ","content":"<html><head></head><body><p><b>Apple</b>(NASDAQ:AAPL)kicked off the New Year with flair, becoming the first publicly traded company to top $3 trillion in market capitalization on Monday. It&#39;s a big feat, and a big round number. What can the world&#39;s most valuable company do for an encore later in 2022?</p><p>Will the first company to hit $3 trillion become the first one to surpass $4 trillion? It&#39;s a logical choice, and inertia is certainly in its favor. However, it&#39;s just as easy to see Apple fall to $2 trillion -- especially if the market corrects after a year that was more than kind for the titans of tech while neglecting most of the smaller growth stocks.</p><p>The battlefield is set. Will Apple fall to $2 trillion? Will it keep climbing to $4 trillion? The math is easy with Apple at $3 trillion, as it basically boils down to whether it will lose a third of its value or rise by a third of its value. Let&#39;s check with both camps.</p><p><b>The case for $2 trillion</b></p><p>The consumer tech tastemaker has been a wealth-altering investment over the years, but that doesn&#39;t mean that it only moves up. Apple has shed more than a third of its value five times over the past 16 years, averaging a major drawdown every three years. The last pullback was naturally two years ago, when the market initially tanked as a result of the COVID-19 crisis hitting the U.S., but Apple fared better than most growth stocks with a mere 35% decline at that point. The stock has more than tripled from the last drawdown 22 months ago, so one might even suggest that Apple is due for a swift correction.</p><p>Right now it&#39;s easy to be bullish on Apple. As big as the class act of Cupertino may be, it still managed to grow its net sales by 33% in fiscal 2021. However, just as the stock averages a drawdown every three years, it has seen a spike in sales once every three years when there&#39;s a major iPhone upgrade. Apple&#39;s top line saw double-digit growth in fiscal 2012, 2015, 2018, and 2021. The years between those pops all saw single-digit or sometimes even negative top-line growth. History looks set to repeat, as analysts see net sales climbing just 4% this year and 5% in fiscal 2023.</p><p>Another thing about the iPhone -- clearly the primary driver here at 52% of the $365.8 billion in sales Apple posted for all of fiscal 2021 -- is that it&#39;s not growing market share. This continues to be an Android world for the masses, and that&#39;s not expected to change anytime soon.</p><p>The iPhone&#39;s market share peaked nine years ago. It&#39;s been sliding outside of the short-lived spikes, with Android growing at the expense of Apple&#39;s iOS. Here&#39;s the percentage of worldwide smartphone shipments that are expected to be iPhones in the coming years, according to industry tracker IDC:</p><ul><li>2021 -- 16.2%</li><li>2022 -- 15.9%</li><li>2023 -- 15.6%</li><li>2024 -- 15.3%</li><li>2025 -- 15.1%</li></ul><p>The iPhone may have the high-end market cornered, and the new M1-powered Macs look pretty sweet. However, these are premium products. If the economy buckles -- and you know that&#39;s a very realistic scenario right now -- Apple could easily give back a third of the monster gains it has garnered over the past two years.</p><p><b>The case for $4 trillion</b></p><p>Apple stock isn&#39;t exactly cheap, and at 33 times trailing earnings it&#39;s a rich price for a stock that musters double-digit growth just once every three years. However, there&#39;s something to be said about essentially cornering the market for people willing to pay a premium for phones, tablets, and computers.</p><p>Apple&#39;s ability to command a healthy mark-up on its products makes it special, and that&#39;s before we consider the high-margin power of its services segment, which now accounts for nearly a fifth of its revenue. Apple may be at $3 trillion for the time being, but the company itself has never been as potent as it is right now.</p><p>What if this isn&#39;t the peak? What if the mobile5G revolution extends the upgrade cycle? Apple has routinely defined markets -- for everything from tablets to smartphones to smartwatches -- where others have fallen short. Do you really think an Apple car wouldn&#39;t sell briskly if it ever came out? Apple is unique in that it succeeds far more than it fails when it thinks outside the box. It&#39;s true that the stock&#39;s valuation isn&#39;t for the timid, and it&#39;s not as if its 0.5% yield is wooing income investors. However, Apple finds a way to make magic happen. Hitting $4 trillion would be just the next trick for tech&#39;s ultimate magician that can always read your mind. It&#39;s a gift that you don&#39;t want to be against.</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>Is Apple Stock's Next Stop $2 Trillion or $4 Trillion?</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\">\nIs Apple Stock's Next Stop $2 Trillion or $4 Trillion?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-05 10:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/04/is-apple-stocks-next-stop-2-trillion-or-4-trillion/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(NASDAQ:AAPL)kicked off the New Year with flair, becoming the first publicly traded company to top $3 trillion in market capitalization on Monday. It's a big feat, and a big round number. What ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/04/is-apple-stocks-next-stop-2-trillion-or-4-trillion/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/01/04/is-apple-stocks-next-stop-2-trillion-or-4-trillion/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158741589","content_text":"Apple(NASDAQ:AAPL)kicked off the New Year with flair, becoming the first publicly traded company to top $3 trillion in market capitalization on Monday. It's a big feat, and a big round number. What can the world's most valuable company do for an encore later in 2022?Will the first company to hit $3 trillion become the first one to surpass $4 trillion? It's a logical choice, and inertia is certainly in its favor. However, it's just as easy to see Apple fall to $2 trillion -- especially if the market corrects after a year that was more than kind for the titans of tech while neglecting most of the smaller growth stocks.The battlefield is set. Will Apple fall to $2 trillion? Will it keep climbing to $4 trillion? The math is easy with Apple at $3 trillion, as it basically boils down to whether it will lose a third of its value or rise by a third of its value. Let's check with both camps.The case for $2 trillionThe consumer tech tastemaker has been a wealth-altering investment over the years, but that doesn't mean that it only moves up. Apple has shed more than a third of its value five times over the past 16 years, averaging a major drawdown every three years. The last pullback was naturally two years ago, when the market initially tanked as a result of the COVID-19 crisis hitting the U.S., but Apple fared better than most growth stocks with a mere 35% decline at that point. The stock has more than tripled from the last drawdown 22 months ago, so one might even suggest that Apple is due for a swift correction.Right now it's easy to be bullish on Apple. As big as the class act of Cupertino may be, it still managed to grow its net sales by 33% in fiscal 2021. However, just as the stock averages a drawdown every three years, it has seen a spike in sales once every three years when there's a major iPhone upgrade. Apple's top line saw double-digit growth in fiscal 2012, 2015, 2018, and 2021. The years between those pops all saw single-digit or sometimes even negative top-line growth. History looks set to repeat, as analysts see net sales climbing just 4% this year and 5% in fiscal 2023.Another thing about the iPhone -- clearly the primary driver here at 52% of the $365.8 billion in sales Apple posted for all of fiscal 2021 -- is that it's not growing market share. This continues to be an Android world for the masses, and that's not expected to change anytime soon.The iPhone's market share peaked nine years ago. It's been sliding outside of the short-lived spikes, with Android growing at the expense of Apple's iOS. Here's the percentage of worldwide smartphone shipments that are expected to be iPhones in the coming years, according to industry tracker IDC:2021 -- 16.2%2022 -- 15.9%2023 -- 15.6%2024 -- 15.3%2025 -- 15.1%The iPhone may have the high-end market cornered, and the new M1-powered Macs look pretty sweet. However, these are premium products. If the economy buckles -- and you know that's a very realistic scenario right now -- Apple could easily give back a third of the monster gains it has garnered over the past two years.The case for $4 trillionApple stock isn't exactly cheap, and at 33 times trailing earnings it's a rich price for a stock that musters double-digit growth just once every three years. However, there's something to be said about essentially cornering the market for people willing to pay a premium for phones, tablets, and computers.Apple's ability to command a healthy mark-up on its products makes it special, and that's before we consider the high-margin power of its services segment, which now accounts for nearly a fifth of its revenue. Apple may be at $3 trillion for the time being, but the company itself has never been as potent as it is right now.What if this isn't the peak? What if the mobile5G revolution extends the upgrade cycle? Apple has routinely defined markets -- for everything from tablets to smartphones to smartwatches -- where others have fallen short. Do you really think an Apple car wouldn't sell briskly if it ever came out? Apple is unique in that it succeeds far more than it fails when it thinks outside the box. It's true that the stock's valuation isn't for the timid, and it's not as if its 0.5% yield is wooing income investors. However, Apple finds a way to make magic happen. Hitting $4 trillion would be just the next trick for tech's ultimate magician that can always read your mind. It's a gift that you don't want to be against.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087116753605820","authorId":"4087116753605820","name":"adonis123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4087116753605820","authorIdStr":"4087116753605820"},"content":"done for you","text":"done for you","html":"done for you"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950908904,"gmtCreate":1672630441009,"gmtModify":1676538713510,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Appreciate a quick return!","listText":"Appreciate a quick return!","text":"Appreciate a quick return!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9950908904","repostId":"1193328387","repostType":4,"repost":{"id":"1193328387","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1672408087,"share":"https://ttm.financial/m/news/1193328387?lang=&edition=full_marsco","pubTime":"2022-12-30 21:48","market":"us","language":"en","title":"$1,000 Invested In Apple Now Would Be Worth This Much If Stock's Recovery From 52-Week Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=1193328387","media":"Benzinga","summary":"KEY POINTSApple shares are down 26.6% in the year-to-date period.Cupertino's reliance on China for p","content":"<html><head></head><body><p>KEY POINTS</p><ul><li>Apple shares are down 26.6% in the year-to-date period.</li><li>Cupertino&#39;s reliance on China for production and the macroeconomic condition are to be blamed for the predicament.</li></ul><p>Apple Inc., often considered an all-weather stock, was not immune to the tech-induced rout seen this year.</p><p>What Happened: Apple’s stock peaked at $182.94 at the start of the year (Jan. 4 intraday high), thanks to strong uptake of the new iPhone 14 iterations, especially the high-margin Pro models. Since then, it has been tossed and turned by the macroeconomic vagaries and the COVID-19 recurrences in China.</p><p><img src=\"https://static.tigerbbs.com/2b07585092b62e885219342e7575535c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Apple’s production base is heavily concentrated in China. The company apparently was not hit by the March-April COVID-19 wave, which incidentally impacted Tesla Inc. and other homegrown electric vehicle makers.</p><p>In early November, Apple issued a statement that COVID-19 restrictions have temporarily impacted its supplier Hon Hai Precision Manufacturing Company Limited’s main iPhone assembly plant in Zhengzhou. Daniel Ives from Wedbush pitched the iPhone unit shortfall for the holiday quarter at 10-15 million units.</p><p>After a broad consolidation move between $150 and $180 till mid-May, Apple’s stock dropped below the lower bound and hurtled toward a low of $129.04 in mid-June. The recovery that followed took it to a peak of $176.15 in mid-August. Thereafter, it has been on a broader downtrend.</p><p>Returns From Apple Stock: Apple shares fell to a fresh 52-week low of $125.87 on Wednesday, the lowest since the June 7, 2021, intraday low of $124.83. On Thursday, the stock rebounded by 2.83% before closing at $129.61.</p><p>A $1,000 invested at Thursday’s closing price of $129.61 would fetch 7.7 Apple shares. If the stock charts another uptrend, as fundamentals improve and the broader market sentiment takes a turn for the better, there is all likelihood of it retesting its all-time high of $182.94. At that price point, the 7.7 stock holding would be worth $1,412, a return of 41%.</p><p>The average analysts’ price target for Apple stock is $179.10, according to TipRanks, is $179.10, suggesting a 38% upside from current levels.</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>$1,000 Invested In Apple Now Would Be Worth This Much If Stock's Recovery From 52-Week Lows</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\">\n$1,000 Invested In Apple Now Would Be Worth This Much If Stock's Recovery From 52-Week Lows\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-12-30 21:48</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>KEY POINTS</p><ul><li>Apple shares are down 26.6% in the year-to-date period.</li><li>Cupertino&#39;s reliance on China for production and the macroeconomic condition are to be blamed for the predicament.</li></ul><p>Apple Inc., often considered an all-weather stock, was not immune to the tech-induced rout seen this year.</p><p>What Happened: Apple’s stock peaked at $182.94 at the start of the year (Jan. 4 intraday high), thanks to strong uptake of the new iPhone 14 iterations, especially the high-margin Pro models. Since then, it has been tossed and turned by the macroeconomic vagaries and the COVID-19 recurrences in China.</p><p><img src=\"https://static.tigerbbs.com/2b07585092b62e885219342e7575535c\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Apple’s production base is heavily concentrated in China. The company apparently was not hit by the March-April COVID-19 wave, which incidentally impacted Tesla Inc. and other homegrown electric vehicle makers.</p><p>In early November, Apple issued a statement that COVID-19 restrictions have temporarily impacted its supplier Hon Hai Precision Manufacturing Company Limited’s main iPhone assembly plant in Zhengzhou. Daniel Ives from Wedbush pitched the iPhone unit shortfall for the holiday quarter at 10-15 million units.</p><p>After a broad consolidation move between $150 and $180 till mid-May, Apple’s stock dropped below the lower bound and hurtled toward a low of $129.04 in mid-June. The recovery that followed took it to a peak of $176.15 in mid-August. Thereafter, it has been on a broader downtrend.</p><p>Returns From Apple Stock: Apple shares fell to a fresh 52-week low of $125.87 on Wednesday, the lowest since the June 7, 2021, intraday low of $124.83. On Thursday, the stock rebounded by 2.83% before closing at $129.61.</p><p>A $1,000 invested at Thursday’s closing price of $129.61 would fetch 7.7 Apple shares. If the stock charts another uptrend, as fundamentals improve and the broader market sentiment takes a turn for the better, there is all likelihood of it retesting its all-time high of $182.94. At that price point, the 7.7 stock holding would be worth $1,412, a return of 41%.</p><p>The average analysts’ price target for Apple stock is $179.10, according to TipRanks, is $179.10, suggesting a 38% upside from current levels.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193328387","content_text":"KEY POINTSApple shares are down 26.6% in the year-to-date period.Cupertino's reliance on China for production and the macroeconomic condition are to be blamed for the predicament.Apple Inc., often considered an all-weather stock, was not immune to the tech-induced rout seen this year.What Happened: Apple’s stock peaked at $182.94 at the start of the year (Jan. 4 intraday high), thanks to strong uptake of the new iPhone 14 iterations, especially the high-margin Pro models. Since then, it has been tossed and turned by the macroeconomic vagaries and the COVID-19 recurrences in China.Apple’s production base is heavily concentrated in China. The company apparently was not hit by the March-April COVID-19 wave, which incidentally impacted Tesla Inc. and other homegrown electric vehicle makers.In early November, Apple issued a statement that COVID-19 restrictions have temporarily impacted its supplier Hon Hai Precision Manufacturing Company Limited’s main iPhone assembly plant in Zhengzhou. Daniel Ives from Wedbush pitched the iPhone unit shortfall for the holiday quarter at 10-15 million units.After a broad consolidation move between $150 and $180 till mid-May, Apple’s stock dropped below the lower bound and hurtled toward a low of $129.04 in mid-June. The recovery that followed took it to a peak of $176.15 in mid-August. Thereafter, it has been on a broader downtrend.Returns From Apple Stock: Apple shares fell to a fresh 52-week low of $125.87 on Wednesday, the lowest since the June 7, 2021, intraday low of $124.83. On Thursday, the stock rebounded by 2.83% before closing at $129.61.A $1,000 invested at Thursday’s closing price of $129.61 would fetch 7.7 Apple shares. If the stock charts another uptrend, as fundamentals improve and the broader market sentiment takes a turn for the better, there is all likelihood of it retesting its all-time high of $182.94. At that price point, the 7.7 stock holding would be worth $1,412, a return of 41%.The average analysts’ price target for Apple stock is $179.10, according to TipRanks, is $179.10, suggesting a 38% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950909429,"gmtCreate":1672630021362,"gmtModify":1676538713446,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Good to hear that!&nbsp;","listText":"Good to hear that!&nbsp;","text":"Good to hear that!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950909429","repostId":"2300287118","repostType":4,"isVote":1,"tweetType":1,"viewCount":656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922014843,"gmtCreate":1671648766882,"gmtModify":1676538570088,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Really hopeful!","listText":"Really hopeful!","text":"Really hopeful!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9922014843","repostId":"2292433763","repostType":4,"repost":{"id":"2292433763","kind":"highlight","pubTimestamp":1671610356,"share":"https://ttm.financial/m/news/2292433763?lang=&edition=full_marsco","pubTime":"2022-12-21 16:12","market":"us","language":"en","title":"2 Growth Stocks That Could Help Make You a Fortune","url":"https://stock-news.laohu8.com/highlight/detail?id=2292433763","media":"Motley Fool","summary":"These companies are booking wins even in the current environment.","content":"<html><head></head><body><p>Most investors won&#39;t get rich in the stock market overnight. The good news is, as a long-term investor, you don&#39;t need to implement complicated strategies or investing games to build a portfolio that stands the test of time.</p><p>By letting a pattern of regularly buying and adding to wonderful companies become your habit in both bear and bull environments, you participate in both the peaks and valleys of market cycles without undermining your long-term investing strategy.</p><p>On that note, let&#39;s take a look at two fantastic buy-and-hold growth stocks that can enrich your portfolio returns many times over in the years to come.</p><h2><b>1. Airbnb</b></h2><p>The travel industry has dealt with its fair share of hurdles over the last few years, and it could be in for more challenges ahead, particularly if the macro environment officially veers into a recession. <b>Airbnb</b> has managed to buck many of the trends impacting the broader travel industry. Despite the fact shares are still down roughly 45% over the past 12 months, this sell-off traces its roots back to broad investor sentiment around growth stocks rather than specific issues with the company itself.</p><p>If anything, Airbnb&#39;s recovery has left most of the wider travel industry in the dust. As many growth businesses are struggling to retain headway in the current environment, the company continues to report quarter after quarter of strong growth. Even if this was to slow down in the near term in the event of a recession, Airbnb has built a solid foundation upon which it can launch itself into future, sustained business returns.</p><p>While global travel spending is slowing as consumers fear more economic pitfalls ahead, a huge catalyst behind Airbnb&#39;s continued expansion is tied to the fact the platform caters to a wide variety of consumers and travelers. Certainly, people use Airbnb to book short-term or vacation rentals, but more and more customers are turning to the platform to locate homes they can stay in for a much longer duration. In fact, approximately one-fifth of all gross bookings processed on Airbnb&#39;s platform are derived from long-term stays, which are bookings of 28 days or longer.</p><p>Airbnb&#39;s revenue jumped 29% year over year to $2.9 billion in the most recent quarter, while its net income rose 46% from the year-ago period to $1.2 billion. The third quarter was its most profitable to date. The company has proven time and again its platform remains well positioned to grow.</p><p>From business travelers and tourists to digital nomads, Airbnb&#39;s platform has something for everyone. It&#39;s this versatility, not to mention the vital stream of income that Airbnb provides to its more than four million hosts globally, that can fuel the consistent demand the company needs to grow in the near term and for many years to come.</p><h2><b>2. Shopify </b></h2><p><b>Shopify</b> isn&#39;t the the investor favorite that it was in the earlier days of the pandemic, but overlooking the stock due to its near-term challenges could be a mistake in the long run. Shares of Shopify are trading down by about 74% from the beginning of this year, and this has occurred for a few different reasons.</p><p>Investors have understandably been concerned about the company&#39;s turn into GAAP unprofitability in recent quarters. And as investors shy away from growth-oriented businesses with less capital flowing into the markets and macroeconomic conditions presenting elevated risk, this has also put severe downward pressure on the stock.</p><p>As always, it&#39;s important to look at the reason behind a stock&#39;s movements before you determine whether or not it&#39;s a wise addition to your portfolio. As for Shopify&#39;s recent losses, this goes back broadly to its continual pattern of aggressively investing in its business growth and the heavy use of stock-based compensation. In the first nine months of 2022 alone, Shopify spent $932 million on sales and marketing, compared to $626 million in the same period last year.</p><p>It&#39;s also worth noting that Shopify&#39;s results have been affected by its portfolio of equity investments. The company has large stakes in heavily beaten-down tech stocks <b>Affirm</b> and <b>Global-e Online</b>, both of which it also has long-standing partnerships with. And just like individual investors have seen many equity investments decline over the last year, the same can be said of Shopify. Still, the company is making progress on a multitude of fronts. Shopify&#39;s addition of Deliverr to its fulfillment network earlier this year is key to enable its long-term growth, retain and expand its merchant network, and reduce exposure to the impact of future supply chain disruptions.</p><p>The platform remains a go-to for business owners around the world to do everything from launch a brand from scratch to seamlessly integrate an online store with a brick-and-mortar presence. In the first nine months of 2022, Shopify&#39;s top line jumped 20% year over year to $3.9 billion. Meanwhile, Shopify had $4.9 billion in cash and investments on its balance sheet at the end of the period.</p><p>While Shopify&#39;s spending to build out its business will weigh on its bottom line in the near term, this can also position it for continued growth and enable it to retain its competitiveness over the long term. This ultimately bodes well for investors who take a buy-and-hold approach to the stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Help Make You a Fortune</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\">\n2 Growth Stocks That Could Help Make You a Fortune\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 16:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-could-help-make-you-a-fortune/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Most investors won't get rich in the stock market overnight. The good news is, as a long-term investor, you don't need to implement complicated strategies or investing games to build a portfolio that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-could-help-make-you-a-fortune/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","BK4116":"互联网服务与基础架构","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","ABNB":"爱彼迎","BK4142":"酒店、度假村与豪华游轮","SHOP":"Shopify Inc","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4548":"巴美列捷福持仓","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2022/12/20/2-growth-stocks-that-could-help-make-you-a-fortune/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2292433763","content_text":"Most investors won't get rich in the stock market overnight. The good news is, as a long-term investor, you don't need to implement complicated strategies or investing games to build a portfolio that stands the test of time.By letting a pattern of regularly buying and adding to wonderful companies become your habit in both bear and bull environments, you participate in both the peaks and valleys of market cycles without undermining your long-term investing strategy.On that note, let's take a look at two fantastic buy-and-hold growth stocks that can enrich your portfolio returns many times over in the years to come.1. AirbnbThe travel industry has dealt with its fair share of hurdles over the last few years, and it could be in for more challenges ahead, particularly if the macro environment officially veers into a recession. Airbnb has managed to buck many of the trends impacting the broader travel industry. Despite the fact shares are still down roughly 45% over the past 12 months, this sell-off traces its roots back to broad investor sentiment around growth stocks rather than specific issues with the company itself.If anything, Airbnb's recovery has left most of the wider travel industry in the dust. As many growth businesses are struggling to retain headway in the current environment, the company continues to report quarter after quarter of strong growth. Even if this was to slow down in the near term in the event of a recession, Airbnb has built a solid foundation upon which it can launch itself into future, sustained business returns.While global travel spending is slowing as consumers fear more economic pitfalls ahead, a huge catalyst behind Airbnb's continued expansion is tied to the fact the platform caters to a wide variety of consumers and travelers. Certainly, people use Airbnb to book short-term or vacation rentals, but more and more customers are turning to the platform to locate homes they can stay in for a much longer duration. In fact, approximately one-fifth of all gross bookings processed on Airbnb's platform are derived from long-term stays, which are bookings of 28 days or longer.Airbnb's revenue jumped 29% year over year to $2.9 billion in the most recent quarter, while its net income rose 46% from the year-ago period to $1.2 billion. The third quarter was its most profitable to date. The company has proven time and again its platform remains well positioned to grow.From business travelers and tourists to digital nomads, Airbnb's platform has something for everyone. It's this versatility, not to mention the vital stream of income that Airbnb provides to its more than four million hosts globally, that can fuel the consistent demand the company needs to grow in the near term and for many years to come.2. Shopify Shopify isn't the the investor favorite that it was in the earlier days of the pandemic, but overlooking the stock due to its near-term challenges could be a mistake in the long run. Shares of Shopify are trading down by about 74% from the beginning of this year, and this has occurred for a few different reasons.Investors have understandably been concerned about the company's turn into GAAP unprofitability in recent quarters. And as investors shy away from growth-oriented businesses with less capital flowing into the markets and macroeconomic conditions presenting elevated risk, this has also put severe downward pressure on the stock.As always, it's important to look at the reason behind a stock's movements before you determine whether or not it's a wise addition to your portfolio. As for Shopify's recent losses, this goes back broadly to its continual pattern of aggressively investing in its business growth and the heavy use of stock-based compensation. In the first nine months of 2022 alone, Shopify spent $932 million on sales and marketing, compared to $626 million in the same period last year.It's also worth noting that Shopify's results have been affected by its portfolio of equity investments. The company has large stakes in heavily beaten-down tech stocks Affirm and Global-e Online, both of which it also has long-standing partnerships with. And just like individual investors have seen many equity investments decline over the last year, the same can be said of Shopify. Still, the company is making progress on a multitude of fronts. Shopify's addition of Deliverr to its fulfillment network earlier this year is key to enable its long-term growth, retain and expand its merchant network, and reduce exposure to the impact of future supply chain disruptions.The platform remains a go-to for business owners around the world to do everything from launch a brand from scratch to seamlessly integrate an online store with a brick-and-mortar presence. In the first nine months of 2022, Shopify's top line jumped 20% year over year to $3.9 billion. Meanwhile, Shopify had $4.9 billion in cash and investments on its balance sheet at the end of the period.While Shopify's spending to build out its business will weigh on its bottom line in the near term, this can also position it for continued growth and enable it to retain its competitiveness over the long term. This ultimately bodes well for investors who take a buy-and-hold approach to the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926022913,"gmtCreate":1671425181732,"gmtModify":1676538534351,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Tough for both🥹","listText":"Tough for both🥹","text":"Tough for both🥹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926022913","repostId":"1129374346","repostType":2,"repost":{"id":"1129374346","kind":"news","pubTimestamp":1671411707,"share":"https://ttm.financial/m/news/1129374346?lang=&edition=full_marsco","pubTime":"2022-12-19 09:01","market":"us","language":"en","title":"NIO: Forced Into An Unwinnable Price War Against Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1129374346","media":"Seeking Alpha","summary":"SummaryRecognizing the need to turn a profit, NIO set a goal for its core business aims to break eve","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Recognizing the need to turn a profit, NIO set a goal for its core business aims to break even by 2023 during its Q3 earning report.</li><li>However, I see this goal to be very unlikely due to a range of headwinds, most notably the price war started by Tesla recently.</li><li>NIO is at a disadvantage in such a price war in almost every front: brand image, margins, and scale.</li><li>In a nutshell, I see the situation as NIO being forced into an unwinnable war.</li></ul><p><b>Thesis</b></p><p>I’ve written a few pieces on NIO (NYSE:NIO), with the most recent one published in early November with a focus on its Q3 earnings report. The main thesis in that article is:</p><blockquote><i>Based on the Q3 results, I see</i><i>too many headwinds in the next ~2 years to keep its prices in the single-digit range. These headwinds include political uncertainty, margin pressure, COVID restrictions, and uncertain EV subsidies.</i></blockquote><p>That article, as a review on its Q3 results, attempted to cover all the above issues with broad strokes. In this article, I wanted to zoom in and focus on one issue in more depth: the margin pressure from the price war that Tesla (TSLA) started recently.</p><p>The NIO bull thesis is a textbook example of a growth story. However, like all growth stocks, shareholder returns eventually have to come from profit growth, not sales growth. A core weakness I&#39;ve raised in the past is that NIO has only reported net losses, AND I want to further point out that the price war alone is a roadblock tall enough to block its profitability in the near term. Management recognized the profitability issue and set a goal for its core business to break even by 2023 during the Q3 earnings report.</p><p>Again, I see this goal to be very unlikely even just due to the price war alone. On top of the price war, all the other headwinds I pointed out earlier (policy uncertainties and the possibility of COVID resurgence) and also management mentioned (i.e., battery costs and foreign exchange rates) will very like persist into 2023 too. And next, I will detail my thoughts on the core thesis of this article: the impacts of the price cut TSLA started in Oct 2022.</p><p><b>Tesla’s price cuts</b></p><p>Tesla announced that it will cut its EV prices in China by up to 9%. And many analysts see this as a warning of a “price war” in the EV space according to the following Reuters report (the emphasis were added by me):</p><blockquote>Tesla has<i>cut starter prices for its Model 3 and Model Y cars by as much as 9% in China</i>, reversing a trend of increases across the industry amid signs of softening demand in the world&#39;s largest auto market. The price cuts, posted in listings on the electric vehicle (EV) giant&#39;s China website on Monday, are the first by Tesla in China in 2022, and come <i>after Tesla began offering limited incentives to buyers who opted for its insurance last month.</i></blockquote><p>Shortly after Tesla’s price cut announcement, several other EV makers followed. They offered a variety of incentives ranging from direct price cuts to insurance rebates. In the meantime, the China government’s subsidy on EV purchases is scheduled to expire in 2023. Combining these effects, I anticipate cars in the RMB150k to 300k range to face the greater pricing competition and impact many of NIO’s lineups.</p><p>NIO is at a disadvantage in such a price war against TSLA due to brand image, margins, and profitability as you can see from the following chart. NIO has not been able to make a net profit yet as aforementioned. So here I&#39;m comparing their gross profit margin and also operating margin. As seen from the top panel below, NIO’s gross profit margin has been around 13.3% in recent quarters, only about half of Tesla&#39;s 25.1%. In terms of operating margin, NIO has been in the negatives so far and its current value is -26.2%, while Tesla&#39;s operating margin is a positive 16.7%.</p><p>And next, we will see that there are headwinds that prevent NIO from translating sales growth into profit growth.</p><p><img src=\"https://static.tigerbbs.com/0139cd2491df6999367087d4afebf34b\" tg-width=\"640\" tg-height=\"442\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha data</p><p><b>Sales are not turned into profits</b></p><p>As a growth stock, NIO has been enjoying remarkable topline growth as you can see from the following chart from InsideEVs. To wit, it just reported record-high monthly delivery in November 2022. Its November total deliveries reached 14.1k vehicles, translating into a growth rate of 30.3% YoY and 40.9% MoM. More specifically, according to this SA report,</p><blockquote>The deliveries consisted of 8,003 premium smart electric SUVs including 4,897 ES7s, and 6,175 premium smart electric sedans including 3,207 ET7s and 2,968 ET5s. Cumulative deliveries of NIO vehicles reached 273,741 as of November 30, 2022. NIO plans to further accelerate the production and delivery in December 2022.</blockquote><p><img src=\"https://static.tigerbbs.com/737da99b695502d961924fefd1f556f9\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: insideevs.com</p><p>The delivery growth (and also the further anticipated growth) has certainly led to remarkable sales growth as seen from the plot below. NIO’s total revenues (on a quarterly basis) increased from below $400M in 2020 to the current $1.89B in less than 2 years. And the YoY growth rate of its total revenues is 31.11% and the 3-year CAGR is a neck-breaking 72.40%. Its operating revenues have also been growing at an impressive annual rate of around 25% as shown in the mid-panel too.</p><p>The problem is that NIO is yet to turn a profit as seen in the bottom panel of this chart. Its cash from operations is a mere $51.8M. As aforementioned, I anticipate the price wars started by TSLA alone to prevent it from growing its profits in 2023 in any meaningful way.</p><p>And as we will explore next, there are other strong roadblocks too.</p><p><img src=\"https://static.tigerbbs.com/ef455ebe880344c781baa7a1f881188b\" tg-width=\"640\" tg-height=\"441\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha data</p><p><b>CAPEX and capital allocation problems</b></p><p>Due to the negative (or negligible) cash flow shown above, NIO has been relying on debt financing and also the issuance of new equity in the past. These issues are examined in detail in my past articles and here I will just quote the main points:</p><blockquote><ul><li><i>As you can see from the top panel of the following chart, its diluted shares expanded by more than 64% since 2020, from about 1 billion outstanding shares to the current level of more than 1.64 billion shares.</i></li><li><i>In the meanwhile, NIO’s total long-term debt have swollen substantially also. Its debt burden was the lightest during 2018 when its total long-term liabilities were only about $400M. And currently, it stands at $3.4 billion.</i></li></ul></blockquote><p>At the same time, its continued growth required years of continued CAPEX investment as the business expands its charging network construction, ramps up its production with new factories, and also extends its sales and product services centers in Europe. Besides the CAPEX expenses, the business’s cash problem is further exacerbated by the rising OPEX (operation expenses). To wit, its OPEX-to-sales ratio (currently at 43.1%) climbed up 2.4% in Q3 compared to Q2 and an alarming 12.7% compared to a year ago. The increase was caused by personnel costs, R&amp;D activities, and marketing expenses for its expansion both domestically and in Europe. I see all these OPEX headwinds to persist given the current macroeconomic conditions.</p><p><img src=\"https://static.tigerbbs.com/a683c4d77ae9adbdd861dd53d9f2f40b\" tg-width=\"640\" tg-height=\"411\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha data</p><p><b>Final thoughts</b></p><p>To recap, my view is that it is very unlikely for NIO’s core business to break even in 2023 due to a range of headwinds. My last article has analyzed these headwinds (political uncertainty, margin pressure, COVID restrictions, and uncertain EV subsidies) in broader strokes. And this article focuses on a key issue in more depth: the price war started by Tesla recently. I see NIO at a tremendous disadvantage in this price war against TSLA due to brand image, margins, and profitability considerations. In a nutshell, I see the situation as NIO being forced into an unwinnable war.</p><p>Besides, the price war, there are other speedbumps to consider as well, such as the 2023 expiration of the Chinese government’s subsidies, the higher battery costs, and also its higher CAPEX requirements amid negative or negligible operating cash flow. The consensus estimates seem to be pessimistic about this goal too as you can see from their following forecasts. The consensus estimates project negative EPS to continue into 2024, followed by a small positive EPS of $0.27 only in 2025 (which translates into a P/E of ~46x at today’s stock prices).</p><p>And I feel this consensus estimates on the optimistic side. For example, as just mentioned, its share count could be further diluted due to the need for additional capital (and the dilution could happen at low stock prices to make things worse). Such a dilution would cause the actual EPS to be even lower than the forecasts.</p><p><img src=\"https://static.tigerbbs.com/bffdc5bbcbf429aa37542a67e7344532\" tg-width=\"640\" tg-height=\"242\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha data</p></body></html>","source":"seekingalpha_fund","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>NIO: Forced Into An Unwinnable Price War Against Tesla</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\">\nNIO: Forced Into An Unwinnable Price War Against Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-19 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564958-nio-unwinnable-price-war-against-tesla><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRecognizing the need to turn a profit, NIO set a goal for its core business aims to break even by 2023 during its Q3 earning report.However, I see this goal to be very unlikely due to a range ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564958-nio-unwinnable-price-war-against-tesla\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4564958-nio-unwinnable-price-war-against-tesla","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129374346","content_text":"SummaryRecognizing the need to turn a profit, NIO set a goal for its core business aims to break even by 2023 during its Q3 earning report.However, I see this goal to be very unlikely due to a range of headwinds, most notably the price war started by Tesla recently.NIO is at a disadvantage in such a price war in almost every front: brand image, margins, and scale.In a nutshell, I see the situation as NIO being forced into an unwinnable war.ThesisI’ve written a few pieces on NIO (NYSE:NIO), with the most recent one published in early November with a focus on its Q3 earnings report. The main thesis in that article is:Based on the Q3 results, I seetoo many headwinds in the next ~2 years to keep its prices in the single-digit range. These headwinds include political uncertainty, margin pressure, COVID restrictions, and uncertain EV subsidies.That article, as a review on its Q3 results, attempted to cover all the above issues with broad strokes. In this article, I wanted to zoom in and focus on one issue in more depth: the margin pressure from the price war that Tesla (TSLA) started recently.The NIO bull thesis is a textbook example of a growth story. However, like all growth stocks, shareholder returns eventually have to come from profit growth, not sales growth. A core weakness I've raised in the past is that NIO has only reported net losses, AND I want to further point out that the price war alone is a roadblock tall enough to block its profitability in the near term. Management recognized the profitability issue and set a goal for its core business to break even by 2023 during the Q3 earnings report.Again, I see this goal to be very unlikely even just due to the price war alone. On top of the price war, all the other headwinds I pointed out earlier (policy uncertainties and the possibility of COVID resurgence) and also management mentioned (i.e., battery costs and foreign exchange rates) will very like persist into 2023 too. And next, I will detail my thoughts on the core thesis of this article: the impacts of the price cut TSLA started in Oct 2022.Tesla’s price cutsTesla announced that it will cut its EV prices in China by up to 9%. And many analysts see this as a warning of a “price war” in the EV space according to the following Reuters report (the emphasis were added by me):Tesla hascut starter prices for its Model 3 and Model Y cars by as much as 9% in China, reversing a trend of increases across the industry amid signs of softening demand in the world's largest auto market. The price cuts, posted in listings on the electric vehicle (EV) giant's China website on Monday, are the first by Tesla in China in 2022, and come after Tesla began offering limited incentives to buyers who opted for its insurance last month.Shortly after Tesla’s price cut announcement, several other EV makers followed. They offered a variety of incentives ranging from direct price cuts to insurance rebates. In the meantime, the China government’s subsidy on EV purchases is scheduled to expire in 2023. Combining these effects, I anticipate cars in the RMB150k to 300k range to face the greater pricing competition and impact many of NIO’s lineups.NIO is at a disadvantage in such a price war against TSLA due to brand image, margins, and profitability as you can see from the following chart. NIO has not been able to make a net profit yet as aforementioned. So here I'm comparing their gross profit margin and also operating margin. As seen from the top panel below, NIO’s gross profit margin has been around 13.3% in recent quarters, only about half of Tesla's 25.1%. In terms of operating margin, NIO has been in the negatives so far and its current value is -26.2%, while Tesla's operating margin is a positive 16.7%.And next, we will see that there are headwinds that prevent NIO from translating sales growth into profit growth.Source: Seeking Alpha dataSales are not turned into profitsAs a growth stock, NIO has been enjoying remarkable topline growth as you can see from the following chart from InsideEVs. To wit, it just reported record-high monthly delivery in November 2022. Its November total deliveries reached 14.1k vehicles, translating into a growth rate of 30.3% YoY and 40.9% MoM. More specifically, according to this SA report,The deliveries consisted of 8,003 premium smart electric SUVs including 4,897 ES7s, and 6,175 premium smart electric sedans including 3,207 ET7s and 2,968 ET5s. Cumulative deliveries of NIO vehicles reached 273,741 as of November 30, 2022. NIO plans to further accelerate the production and delivery in December 2022.Source: insideevs.comThe delivery growth (and also the further anticipated growth) has certainly led to remarkable sales growth as seen from the plot below. NIO’s total revenues (on a quarterly basis) increased from below $400M in 2020 to the current $1.89B in less than 2 years. And the YoY growth rate of its total revenues is 31.11% and the 3-year CAGR is a neck-breaking 72.40%. Its operating revenues have also been growing at an impressive annual rate of around 25% as shown in the mid-panel too.The problem is that NIO is yet to turn a profit as seen in the bottom panel of this chart. Its cash from operations is a mere $51.8M. As aforementioned, I anticipate the price wars started by TSLA alone to prevent it from growing its profits in 2023 in any meaningful way.And as we will explore next, there are other strong roadblocks too.Source: Seeking Alpha dataCAPEX and capital allocation problemsDue to the negative (or negligible) cash flow shown above, NIO has been relying on debt financing and also the issuance of new equity in the past. These issues are examined in detail in my past articles and here I will just quote the main points:As you can see from the top panel of the following chart, its diluted shares expanded by more than 64% since 2020, from about 1 billion outstanding shares to the current level of more than 1.64 billion shares.In the meanwhile, NIO’s total long-term debt have swollen substantially also. Its debt burden was the lightest during 2018 when its total long-term liabilities were only about $400M. And currently, it stands at $3.4 billion.At the same time, its continued growth required years of continued CAPEX investment as the business expands its charging network construction, ramps up its production with new factories, and also extends its sales and product services centers in Europe. Besides the CAPEX expenses, the business’s cash problem is further exacerbated by the rising OPEX (operation expenses). To wit, its OPEX-to-sales ratio (currently at 43.1%) climbed up 2.4% in Q3 compared to Q2 and an alarming 12.7% compared to a year ago. The increase was caused by personnel costs, R&D activities, and marketing expenses for its expansion both domestically and in Europe. I see all these OPEX headwinds to persist given the current macroeconomic conditions.Source: Seeking Alpha dataFinal thoughtsTo recap, my view is that it is very unlikely for NIO’s core business to break even in 2023 due to a range of headwinds. My last article has analyzed these headwinds (political uncertainty, margin pressure, COVID restrictions, and uncertain EV subsidies) in broader strokes. And this article focuses on a key issue in more depth: the price war started by Tesla recently. I see NIO at a tremendous disadvantage in this price war against TSLA due to brand image, margins, and profitability considerations. In a nutshell, I see the situation as NIO being forced into an unwinnable war.Besides, the price war, there are other speedbumps to consider as well, such as the 2023 expiration of the Chinese government’s subsidies, the higher battery costs, and also its higher CAPEX requirements amid negative or negligible operating cash flow. The consensus estimates seem to be pessimistic about this goal too as you can see from their following forecasts. The consensus estimates project negative EPS to continue into 2024, followed by a small positive EPS of $0.27 only in 2025 (which translates into a P/E of ~46x at today’s stock prices).And I feel this consensus estimates on the optimistic side. For example, as just mentioned, its share count could be further diluted due to the need for additional capital (and the dilution could happen at low stock prices to make things worse). Such a dilution would cause the actual EPS to be even lower than the forecasts.Source: Seeking Alpha data","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034726889,"gmtCreate":1647969855566,"gmtModify":1676534286791,"author":{"id":"4092138473478360","authorId":"4092138473478360","name":"Beli","avatar":"https://static.tigerbbs.com/12287da3d64d63968897c06e82fb422b","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4092138473478360","authorIdStr":"4092138473478360"},"themes":[],"htmlText":"Glad it's going back on track!","listText":"Glad it's going back on track!","text":"Glad it's going back on track!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9034726889","repostId":"1194662333","repostType":4,"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}