jerryang17 personal page - To The Moon

jerryang17

jerryang17

Profile：King of the Losers

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2023-04-25

$NASDAQ(.IXIC)$ StillBearishBearishStillBearish Valuation multiples still too rich.

2023-04-06

LOL @ all the delusional people in the comments. Yall clearly haven't been through a financial crisis and it shows. Naively overconfident on the stock market with its insane multiples.

How The S&P 500 Could See 4,500 And 3,000 By Year-End

2023-03-21

$NVIDIA Corp(NVDA)$

2023-03-16

$NVIDIA Corp(NVDA)$

2023-03-09

$NASDAQ(.IXIC)$ Bearish Crazy how most are bullish. Yall gon get burnt.

2022-12-31

$Dell Technologies Inc.(DELL)$ Gwarny.

2022-12-31

$Dell Technologies Inc.(DELL)$ Goodly.

2022-12-31

$Dell Technologies Inc.(DELL)$

2022-12-06

$Nasdaq100 Bear 3X ETF(SQQQ)$

2022-12-06

$Nasdaq100 Bear 3X ETF(SQQQ)$

2022-12-06

$Nike(NKE)$ Hmm.

2022-12-06

2022-12-06

2022-11-04

I believe there is still some way to go before the market bottoms out, and tech will be hit hard. It's probably wise to hedge with some Puts with the VIX being relatively low right now. What I'm doing is buying some Puts and then adding to my long positions once the market drops another 10%.

2022-10-11

I believe it is possible and probable that the HSI goes lower. However, I believe that even at current prices, the HSI and most Hong Kong stocks are trading at fair value. My strategy for investing into the Hong Kong market is simple - start dollar cost averaging into the index at current levels. No point waiting. You will most likely come out tops in the long run (5-10 years).

2022-10-07

Lol 22x forward PE is still overvalued. The entire market was overpriced for the past 5 years, so saying the average in that period was 24x means nothing. I will only buy when PE is 20 or under.

Apple: Why I Bought More At $140

2022-09-08

Massive L for Apple."New" iPhone 14: Basically, same shit different year.Still same design.Still the same A15 chipset (read: no performance improvement).Still a low-refresh 60Hz non-4K display.Still no USB-C.Still no fingerprint reader.Still no headphone jack.Still no expandable storage.Still no front-firing stereo speakers.And they actually made the Pro models worse by having that front-facing camera island so far into the screen that it disrupts content-viewing more than the notch.And the base non-Pro, non-Plus iPhone 14 with 512GB of storage (which is the minimum requirement for me in 2022) costs $1800 SGD.Absolute joke.How stupid does Apple think their fanboys are?If you're looking to buy an iPhone, go with the discounted iPhone 12 or 13 lineup, or wait another year for the 15.

Apple: Delivering For Everyone

2022-09-03

2022-09-03

$Dell Technologies Inc.(DELL)$Just bought a small position in this. Prays it goes well!

2022-09-02

My limit order is for $248, quite near to your $255.

Why I Set A $255 Berkshire Hathaway Limit Order To Buy Apple

Go to Tiger App to see more news

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href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v>StillBearishBearishStillBearish&nbsp; Valuation multiples still too rich.","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v>StillBearishBearishStillBearish&nbsp; Valuation multiples still too rich.","text":"$NASDAQ(.IXIC)$ StillBearishBearishStillBearish Valuation multiples still too rich.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9947903640","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948733935,"gmtCreate":1680788152128,"gmtModify":1680788156385,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"LOL @ all the delusional people in the comments. Yall clearly haven't been through a financial crisis and it shows. Naively overconfident on the stock market with its insane multiples.","listText":"LOL @ all the delusional people in the comments. Yall clearly haven't been through a financial crisis and it shows. Naively overconfident on the stock market with its insane multiples.","text":"LOL @ all the delusional people in the comments. Yall clearly haven't been through a financial crisis and it shows. Naively overconfident on the stock market with its insane multiples.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948733935","repostId":"1114555542","repostType":2,"repost":{"id":"1114555542","pubTimestamp":1680794782,"share":"https://www.laohu8.com/m/news/1114555542?lang=&edition=full","pubTime":"2023-04-06 23:26","market":"us","language":"en","title":"How The S&P 500 Could See 4,500 And 3,000 By Year-End","url":"https://stock-news.laohu8.com/highlight/detail?id=1114555542","media":"Seeking Alpha","summary":"SummaryA combination of the current macro environment, technical indicators, and some historical pre","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>A combination of the current macro environment, technical indicators, and some historical precedents combine to make this a rare market climate.</p></li><li><p>This is the part of the market cycle where some wild performance events occur, in either direction or quite possibly both.</p></li><li><p>I continue to believe that there is an extremely high range of possible outcomes for the S&amp;P 500 the rest of this year.</p></li><li><p>Bottom line: We could see the index move 500 points from here in both directions before 2023 ends.</p></li></ul><p>That zebra in the picture is carrying a message for us all: 2023 is a year that, when we hear hoof beats coming, we shouldn&#39;t automatically think it&#39;s a horse. It could be a rarer, horse-like animal, a zebra. Translated to investment terms: Expect the unexpected.</p><h2 style=\"text-align: left;\">This MOFO says the market still has many unresolved issues</h2><p style=\"text-align: left;\">Here is the list of market-influencing factors I keep. I wrote about what I call the &#34;Market Outlook Factor Overview&#34; on Seeking Alpha back in February.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1439a9cbd86699b1e4ffa30088b0db2\" alt=\"MOFO as of March, 2023\" title=\"MOFO as of March, 2023\" tg-width=\"640\" tg-height=\"172\"/><span>MOFO as of March, 2023</span></p><p style=\"text-align: left;\"><strong>MOFO as of March 2023 (ModernIncomeInvestor.com)</strong></p><p style=\"text-align: left;\">What I notice in looking back over this list for the past year now is that the 10 components have not changed much. That is, the market is still trying to make a definitive choice about what to worry about and what it can comfortably put in the rearview mirror. Inflation is receding, at least for now. But it is not going away. Some may cheer 4-5% instead of 9% on this measure, but that is still well above what consumers are used to paying. Furthermore, sustained higher borrowing rates, especially for companies with BBB credit ratings or lower, are facing a refinancing wave during the next 12 months, and that may prove challenging. And, in some cases, may prompt serious going-concern issues for many companies. In other words, you can run a business on debt up to a certain point. And when that point is reached, it&#39;s a dead end. We are about at that point.</p><p style=\"text-align: left;\">I&#39;ll note a couple of other stubborn impediments that make the market even more uncertain than usual as we enter the second quarter of 2023. What&#39;s coming down the pike includes reduced corporate earnings, which we&#39;ll start seeing en masse within days. And we&#39;re only 3 months from a US government debt ceiling showdown. Then, there&#39;s fading enthusiasm for China&#39;s grand re-opening, not to mention the increasing gamesmanship over technology, balloons, and other areas of contention.</p><p style=\"text-align: left;\">When a professional hockey game is tied after 3 periods of 20 minutes each, the announcer might say, &#34;60 minutes is not enough to settle this one.&#34; Then, they go to overtime. That&#39;s what 2023 feels like: The overtime period from 2022. Same lingering issues, different year. And with the NHL playoffs around the corner, I feel obligated to remind you that in the playoffs, the game doesn&#39;t end in overtime until one team scores. That can result in games that go on for 2 or 3 additional periods or more, until someone finally puts one in the net. The equivalent with the stock market? Maybe we&#39;ll be in a trading range for years. It&#39;s happened before.</p><h2 style=\"text-align: left;\">That which doesn&#39;t kill bullish sentiment makes it stronger?</h2><p style=\"text-align: left;\">At the same time, even cautious investor types like me, who have been waiting for that proverbial other shoe to drop, are wondering if the bulls have taken all the bears can throw at them, and whether this will just be a gradual transition to a new bull market. But it will just take a while.</p><p style=\"text-align: left;\">To be clear: when it comes to market history, I don&#39;t reference it to say it will happen again the same way. I do believe that market history shows us what is possible, because it has happened before. That said, history is made all the time, like last year when stocks and bonds fell together in a way we have not seen in modern times. So, here are a couple of competing historical periods, one for the bulls and one for the bears.</p><p style=\"text-align: left;\">First, here&#39;s a fairly recent period (January 2015 through June 2016) where the S&amp;P 500 was as indecisive as it has been over the past 12 months. As a technician, I see a lot of failed attempts to break out, similar to what we&#39;ve seen since the start of 2022. We get rallies, but they fail. Then we get more excitement, bulls proclaim the bottom is in, and it is a thrilling time... for a few weeks or maybe a couple of months.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7d238de596866092408e32712f1a459\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"417\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\">It helps keep us grounded when we realize that the stock market doesn&#39;t always go up or down sustainably. Sometimes it just goes nowhere, and you try your best to find areas of outperformance at the sector, industry or thematic level. Or you focus more on generating income, since price appreciation is hard to muster.</p><h2 style=\"text-align: left;\">2008 post-Bear Stearns/pre-Lehman period: Some similarities</h2><p style=\"text-align: left;\">And then, there&#39;s this reminder from history. We just had a major banking industry scare. It might be over, but it probably isn&#39;t. No matter what your view is on it, you have a chance of being right.</p><p style=\"text-align: left;\">I am more concerned, as always, with how my investments ultimately fare rather than what events will occur. I am far from the only market participant who invested through 2008 and recalls vividly that the Bear Stearns crisis was the warning shot. The collapse of Lehman Brothers 6 months later is what nearly brought the economy and market to their knees. According to reports at the time, the US Treasury Secretary was literally brought to his knees, pleading for government action. That was a more dramatic version of what we just saw a few weeks ago. See the chart below from that year.</p><p style=\"text-align: left;\">On March 10, 2023, the leading stock market indexes bottomed, at least temporarily, as potential banking industry contagion was snuffed out. Ironically, that was the same date in 2008 when the SPDR® S&amp;P 500 ETF Trust (SPY) bottomed, following the sale of ailing investment bank Bear Stearns, and so did Invesco QQQ Trust (QQQ). From March 10, 2008 through June 5 of that year, a span of less than 3 months, SPY gained 10% and QQQ vaulted higher by 22%. You can see that move on the left side of the chart.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/900bf5b5806b26298064196127238635\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p>Data by YCharts</p><p style=\"text-align: left;\">What happened from that point (June 5, 2008)? The market came to realize that Bear Stearns was the first shoe to drop. Lehman was the second. And by November 19, 2008, SPY fell 42% and QQQ dropped by 47%.</p><p style=\"text-align: left;\">Adding up the 2 periods, from March 10 to November 19, just over 8 months&#39; time, SPY&#39;s net loss was 31% and QQQ&#39;s a similar 33%. But why bring up this history? That was 15 years ago.</p><h2 style=\"text-align: left;\">The case for S&amp;P 4,500 this year</h2><p style=\"text-align: left;\">Because I think it&#39;s a given that the stock market can break out and go wildly higher at any time. All it would take is what has happened many times since the Global Financial Crisis: central banks give in, flood the system with cheap money, and kick the debt can down the road. Fiscal insanity has been the norm for over a decade. And so, as much as I lean bearish here, and have since late 2021, all bets are off if the &#34;pivot,&#34; or at least the market&#39;s interpretation of one, becomes a reality. That could lift the market from its current SPY level of around $409 to about 10% higher, as occurred during the same time period in 2008. 10% on top of $409 is $450 on the SPY. Or about 4,500 on the S&amp;P 500. That&#39;s still below the all-time high set at the start of last year, but clearly within reach. And given the current &#34;first-class status&#34; given to QQQ, on the assumption that the giant technology companies are a source of relative safety right now, that market measure could go much higher, as it did in 2008 before the big drop occurred. So far, so good on that analog, given the strong performance of QQQ and SPY since that March 10 low this year.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/847a90fa93dc0489f87c3ce665ae4755\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"433\"/><span>Chart</span></p><p>Data by YCharts</p><h2 style=\"text-align: left;\">The case for S&amp;P 3,000 this year</h2><p style=\"text-align: left;\">Whether it is the banking malaise, a domino effect from it, or any combination of that and the list of MOFO items I listed above... or something not even on the market&#39;s radar yet, we cannot dismiss the possibility that we&#39;ll see much lower levels in the major indexes before 2023 is over. To paraphrase John Belushi&#39;s character in the classic movie &#34;Animal House,&#34; nothing is over until the market decides it is!</p><p style=\"text-align: left;\">When the recent banking crisis low occurred, the S&amp;P 500 was at $386. In 2008 and again in 2020, the market showed us that it can fall very hard in just a matter of months or even weeks. If the second shoe drops, whatever the reason, it seems apparent to me from some of the sharp late-day selloffs we&#39;ve already seen this year that liquidity could dry up very quickly.</p><p style=\"text-align: left;\">So, take that $386 SPY top and knock 31% off of it, a la 2008, and you get $266, or about 2,660 on the S&amp;P 500. Let&#39;s be generous and round that up to 3,000. The point here is not the specific figures. It is that we have a collection of factors, mostly negative, but with the offset of an ever-optimistic crowd ready to pounce on any sign that the Fed will save the day. Besides, back in 2008, the market fell 37% for the year, but the first 9 weeks of 2009 were just as bad. So 3,000 is enough downward-facing projection for one article.</p><p style=\"text-align: left;\">2008 is an analog, and I am far from the first to pair 2023&#39;s market activity with it. We all realize that projecting the future is a Wall Street tradition, but the accuracy of those projections is not. However, my main point again is this: conditions are ripe for a period of extreme swings in the major markets.</p><h2 style=\"text-align: left;\">Portfolio strategy</h2><p style=\"text-align: left;\">My views continue as they have been:</p><ol><li><p>Play defense first. Short-term US Treasuries are historically attractive, and active defense, either via ETFs like the ProShares Short S&amp;P500 ETF (SH), the ProShares VIX Short-Term Futures ETF (VIXY), or buying put options on SPY or the S&amp;P 500 itself are all examples to consider.</p></li><li><p>Find ways to play offense for that potential &#34;melt-up&#34; described above. As I mentioned in a recent article, I have used out-of-the-money QQQ call options, but any broad market equity ETF can potentially be a tactical weapon at times like these. Just think &#34;rent it&#34; instead of &#34;buy and hold it,&#34; unless you vehemently disagree with my assessment that upside is limited and the downside is gigantic for the foreseeable future.</p></li><li><p>Stay humble. Respect market history, learn from it, but don&#39;t take it literally. Use it to assess what is reasonably possible. Because the biggest mistake I&#39;ve seen investors make is underestimating how bad things can get when a crisis like that of the banks shows us its cards and the investor turns the other way.</p></li></ol></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How The S&P 500 Could See 4,500 And 3,000 By Year-End</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\">\nHow The S&P 500 Could See 4,500 And 3,000 By Year-End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-06 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592403-how-sp500-could-see-4500-and-3000-by-year-end><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA combination of the current macro environment, technical indicators, and some historical precedents combine to make this a rare market climate.This is the part of the market cycle where some ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592403-how-sp500-could-see-4500-and-3000-by-year-end\">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/4592403-how-sp500-could-see-4500-and-3000-by-year-end","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1114555542","content_text":"SummaryA combination of the current macro environment, technical indicators, and some historical precedents combine to make this a rare market climate.This is the part of the market cycle where some wild performance events occur, in either direction or quite possibly both.I continue to believe that there is an extremely high range of possible outcomes for the S&P 500 the rest of this year.Bottom line: We could see the index move 500 points from here in both directions before 2023 ends.That zebra in the picture is carrying a message for us all: 2023 is a year that, when we hear hoof beats coming, we shouldn't automatically think it's a horse. It could be a rarer, horse-like animal, a zebra. Translated to investment terms: Expect the unexpected.This MOFO says the market still has many unresolved issuesHere is the list of market-influencing factors I keep. I wrote about what I call the \"Market Outlook Factor Overview\" on Seeking Alpha back in February.MOFO as of March, 2023MOFO as of March 2023 (ModernIncomeInvestor.com)What I notice in looking back over this list for the past year now is that the 10 components have not changed much. That is, the market is still trying to make a definitive choice about what to worry about and what it can comfortably put in the rearview mirror. Inflation is receding, at least for now. But it is not going away. Some may cheer 4-5% instead of 9% on this measure, but that is still well above what consumers are used to paying. Furthermore, sustained higher borrowing rates, especially for companies with BBB credit ratings or lower, are facing a refinancing wave during the next 12 months, and that may prove challenging. And, in some cases, may prompt serious going-concern issues for many companies. In other words, you can run a business on debt up to a certain point. And when that point is reached, it's a dead end. We are about at that point.I'll note a couple of other stubborn impediments that make the market even more uncertain than usual as we enter the second quarter of 2023. What's coming down the pike includes reduced corporate earnings, which we'll start seeing en masse within days. And we're only 3 months from a US government debt ceiling showdown. Then, there's fading enthusiasm for China's grand re-opening, not to mention the increasing gamesmanship over technology, balloons, and other areas of contention.When a professional hockey game is tied after 3 periods of 20 minutes each, the announcer might say, \"60 minutes is not enough to settle this one.\" Then, they go to overtime. That's what 2023 feels like: The overtime period from 2022. Same lingering issues, different year. And with the NHL playoffs around the corner, I feel obligated to remind you that in the playoffs, the game doesn't end in overtime until one team scores. That can result in games that go on for 2 or 3 additional periods or more, until someone finally puts one in the net. The equivalent with the stock market? Maybe we'll be in a trading range for years. It's happened before.That which doesn't kill bullish sentiment makes it stronger?At the same time, even cautious investor types like me, who have been waiting for that proverbial other shoe to drop, are wondering if the bulls have taken all the bears can throw at them, and whether this will just be a gradual transition to a new bull market. But it will just take a while.To be clear: when it comes to market history, I don't reference it to say it will happen again the same way. I do believe that market history shows us what is possible, because it has happened before. That said, history is made all the time, like last year when stocks and bonds fell together in a way we have not seen in modern times. So, here are a couple of competing historical periods, one for the bulls and one for the bears.First, here's a fairly recent period (January 2015 through June 2016) where the S&P 500 was as indecisive as it has been over the past 12 months. As a technician, I see a lot of failed attempts to break out, similar to what we've seen since the start of 2022. We get rallies, but they fail. Then we get more excitement, bulls proclaim the bottom is in, and it is a thrilling time... for a few weeks or maybe a couple of months.ChartData by YChartsIt helps keep us grounded when we realize that the stock market doesn't always go up or down sustainably. Sometimes it just goes nowhere, and you try your best to find areas of outperformance at the sector, industry or thematic level. Or you focus more on generating income, since price appreciation is hard to muster.2008 post-Bear Stearns/pre-Lehman period: Some similaritiesAnd then, there's this reminder from history. We just had a major banking industry scare. It might be over, but it probably isn't. No matter what your view is on it, you have a chance of being right.I am more concerned, as always, with how my investments ultimately fare rather than what events will occur. I am far from the only market participant who invested through 2008 and recalls vividly that the Bear Stearns crisis was the warning shot. The collapse of Lehman Brothers 6 months later is what nearly brought the economy and market to their knees. According to reports at the time, the US Treasury Secretary was literally brought to his knees, pleading for government action. That was a more dramatic version of what we just saw a few weeks ago. See the chart below from that year.On March 10, 2023, the leading stock market indexes bottomed, at least temporarily, as potential banking industry contagion was snuffed out. Ironically, that was the same date in 2008 when the SPDR® S&P 500 ETF Trust (SPY) bottomed, following the sale of ailing investment bank Bear Stearns, and so did Invesco QQQ Trust (QQQ). From March 10, 2008 through June 5 of that year, a span of less than 3 months, SPY gained 10% and QQQ vaulted higher by 22%. You can see that move on the left side of the chart.ChartData by YChartsWhat happened from that point (June 5, 2008)? The market came to realize that Bear Stearns was the first shoe to drop. Lehman was the second. And by November 19, 2008, SPY fell 42% and QQQ dropped by 47%.Adding up the 2 periods, from March 10 to November 19, just over 8 months' time, SPY's net loss was 31% and QQQ's a similar 33%. But why bring up this history? That was 15 years ago.The case for S&P 4,500 this yearBecause I think it's a given that the stock market can break out and go wildly higher at any time. All it would take is what has happened many times since the Global Financial Crisis: central banks give in, flood the system with cheap money, and kick the debt can down the road. Fiscal insanity has been the norm for over a decade. And so, as much as I lean bearish here, and have since late 2021, all bets are off if the \"pivot,\" or at least the market's interpretation of one, becomes a reality. That could lift the market from its current SPY level of around $409 to about 10% higher, as occurred during the same time period in 2008. 10% on top of $409 is $450 on the SPY. Or about 4,500 on the S&P 500. That's still below the all-time high set at the start of last year, but clearly within reach. And given the current \"first-class status\" given to QQQ, on the assumption that the giant technology companies are a source of relative safety right now, that market measure could go much higher, as it did in 2008 before the big drop occurred. So far, so good on that analog, given the strong performance of QQQ and SPY since that March 10 low this year.ChartData by YChartsThe case for S&P 3,000 this yearWhether it is the banking malaise, a domino effect from it, or any combination of that and the list of MOFO items I listed above... or something not even on the market's radar yet, we cannot dismiss the possibility that we'll see much lower levels in the major indexes before 2023 is over. To paraphrase John Belushi's character in the classic movie \"Animal House,\" nothing is over until the market decides it is!When the recent banking crisis low occurred, the S&P 500 was at $386. In 2008 and again in 2020, the market showed us that it can fall very hard in just a matter of months or even weeks. If the second shoe drops, whatever the reason, it seems apparent to me from some of the sharp late-day selloffs we've already seen this year that liquidity could dry up very quickly.So, take that $386 SPY top and knock 31% off of it, a la 2008, and you get $266, or about 2,660 on the S&P 500. Let's be generous and round that up to 3,000. The point here is not the specific figures. It is that we have a collection of factors, mostly negative, but with the offset of an ever-optimistic crowd ready to pounce on any sign that the Fed will save the day. Besides, back in 2008, the market fell 37% for the year, but the first 9 weeks of 2009 were just as bad. So 3,000 is enough downward-facing projection for one article.2008 is an analog, and I am far from the first to pair 2023's market activity with it. We all realize that projecting the future is a Wall Street tradition, but the accuracy of those projections is not. However, my main point again is this: conditions are ripe for a period of extreme swings in the major markets.Portfolio strategyMy views continue as they have been:Play defense first. Short-term US Treasuries are historically attractive, and active defense, either via ETFs like the ProShares Short S&P500 ETF (SH), the ProShares VIX Short-Term Futures ETF (VIXY), or buying put options on SPY or the S&P 500 itself are all examples to consider.Find ways to play offense for that potential \"melt-up\" described above. As I mentioned in a recent article, I have used out-of-the-money QQQ call options, but any broad market equity ETF can potentially be a tactical weapon at times like these. Just think \"rent it\" instead of \"buy and hold it,\" unless you vehemently disagree with my assessment that upside is limited and the downside is gigantic for the foreseeable future.Stay humble. Respect market history, learn from it, but don't take it literally. Use it to assess what is reasonably possible. Because the biggest mistake I've seen investors make is underestimating how bad things can get when a crisis like that of the banks shows us its cards and the investor turns the other way.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943818408,"gmtCreate":1679336738704,"gmtModify":1679336742089,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943818408","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949728783,"gmtCreate":1678906376843,"gmtModify":1678906380062,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949728783","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949323548,"gmtCreate":1678376144485,"gmtModify":1678378039781,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v>Bearish Crazy how most are bullish. Yall gon get burnt.","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a><v-v data-views=\"0\"></v-v>Bearish Crazy how most are bullish. Yall gon get burnt.","text":"$NASDAQ(.IXIC)$ Bearish Crazy how most are bullish. Yall gon get burnt.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949323548","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927114119,"gmtCreate":1672416901132,"gmtModify":1676538688955,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$ </a>&nbsp;Gwarny.","listText":"<a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$ </a>&nbsp;Gwarny.","text":"$Dell Technologies Inc.(DELL)$ Gwarny.","images":[{"img":"https://community-static.tradeup.com/news/3b68e0dbb5ab9b0f024d256dd347371e","width":"1096","height":"1948"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927114119","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927115411,"gmtCreate":1672416851433,"gmtModify":1676538688939,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$ </a>&nbsp;Goodly.","listText":"<a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$ </a>&nbsp;Goodly.","text":"$Dell Technologies Inc.(DELL)$ Goodly.","images":[{"img":"https://community-static.tradeup.com/news/ed0406ceefbd22d7834eeb4fc46d128b","width":"1096","height":"1948"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927115411","isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9927115252,"gmtCreate":1672416825477,"gmtModify":1676538688938,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$ &nbsp;</a>","text":"$Dell Technologies Inc.(DELL)$","images":[{"img":"https://community-static.tradeup.com/news/1082c7aaa94f246ececbf0dcce496520","width":"1096","height":"1948"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927115252","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967242701,"gmtCreate":1670340360503,"gmtModify":1676538347938,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$ &nbsp;</a>","text":"$Nasdaq100 Bear 3X ETF(SQQQ)$","images":[{"img":"https://community-static.tradeup.com/news/55a59645efb86c6a035c222dc6022ac1","width":"1096","height":"1948"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967242701","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967242869,"gmtCreate":1670340314951,"gmtModify":1676538347922,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$ &nbsp;</a>","text":"$Nasdaq100 Bear 3X ETF(SQQQ)$","images":[{"img":"https://community-static.tradeup.com/news/a684778d71191e19b95b2554cac7a5dc","width":"1096","height":"1948"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967242869","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967242985,"gmtCreate":1670340291047,"gmtModify":1676538347914,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NKE\">$Nike(NKE)$ </a>&nbsp;Hmm.","listText":"<a href=\"https://ttm.financial/S/NKE\">$Nike(NKE)$ </a>&nbsp;Hmm.","text":"$Nike(NKE)$ Hmm.","images":[{"img":"https://community-static.tradeup.com/news/bcf61c67c343d2eae550626c8770d84b","width":"1096","height":"1948"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967242985","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967246105,"gmtCreate":1670340258508,"gmtModify":1676538347891,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NKE\">$Nike(NKE)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/NKE\">$Nike(NKE)$ &nbsp;</a>","text":"$Nike(NKE)$","images":[{"img":"https://community-static.tradeup.com/news/ae5bef68fdf42908a5c006576b8e6a95","width":"1096","height":"1948"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967246105","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9967248316,"gmtCreate":1670340221436,"gmtModify":1676538347851,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967248316","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9984064254,"gmtCreate":1667492525678,"gmtModify":1676537927317,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I believe there is still some way to go before the market bottoms out, and tech will be hit hard. It's probably wise to hedge with some Puts with the VIX being relatively low right now. What I'm doing is buying some Puts and then adding to my long&nbsp;positions&nbsp;once the market drops another 10%.","listText":"I believe there is still some way to go before the market bottoms out, and tech will be hit hard. It's probably wise to hedge with some Puts with the VIX being relatively low right now. What I'm doing is buying some Puts and then adding to my long&nbsp;positions&nbsp;once the market drops another 10%.","text":"I believe there is still some way to go before the market bottoms out, and tech will be hit hard. It's probably wise to hedge with some Puts with the VIX being relatively low right now. What I'm doing is buying some Puts and then adding to my long positions once the market drops another 10%.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984064254","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917832139,"gmtCreate":1665467117621,"gmtModify":1676537611829,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I believe it is possible and probable that the HSI goes lower. However, I believe that even at current prices, the HSI and most Hong Kong stocks are trading at fair value. My strategy for investing into the Hong Kong market is simple - start dollar cost averaging into the index at current levels. No point waiting. You will most likely come out tops in the long run (5-10 years).","listText":"I believe it is possible and probable that the HSI goes lower. However, I believe that even at current prices, the HSI and most Hong Kong stocks are trading at fair value. My strategy for investing into the Hong Kong market is simple - start dollar cost averaging into the index at current levels. No point waiting. You will most likely come out tops in the long run (5-10 years).","text":"I believe it is possible and probable that the HSI goes lower. However, I believe that even at current prices, the HSI and most Hong Kong stocks are trading at fair value. My strategy for investing into the Hong Kong market is simple - start dollar cost averaging into the index at current levels. No point waiting. You will most likely come out tops in the long run (5-10 years).","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9917832139","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914056409,"gmtCreate":1665143580002,"gmtModify":1676537563574,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Lol 22x forward PE is still overvalued. The entire market was overpriced for the past 5 years, so saying the average in that period was 24x means nothing. I will only buy when PE is 20 or under.","listText":"Lol 22x forward PE is still overvalued. The entire market was overpriced for the past 5 years, so saying the average in that period was 24x means nothing. I will only buy when PE is 20 or under.","text":"Lol 22x forward PE is still overvalued. The entire market was overpriced for the past 5 years, so saying the average in that period was 24x means nothing. I will only buy when PE is 20 or under.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914056409","repostId":"2273803113","repostType":2,"repost":{"id":"2273803113","pubTimestamp":1665131530,"share":"https://www.laohu8.com/m/news/2273803113?lang=&edition=full","pubTime":"2022-10-07 16:32","market":"us","language":"en","title":"Apple: Why I Bought More At $140","url":"https://stock-news.laohu8.com/highlight/detail?id=2273803113","media":"Seeking Alpha","summary":"SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Frida","content":"<html><head></head><body><h2>Summary</h2><ul><li>I placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.</li><li>There is no doubt that the business faces many short-term challenges.</li><li>However, as Buffett commented, if you have to closely follow the day-to-day stuff, you should not own it in the first place.</li><li>This wisdom is true for Apple more than anything else in my mind.</li><li>Moreover, the market underestimates (or misunderstands) its SaaS potential and creates a mispricing.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14d264625dbfe4fe0a4446b0ae1cf349\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Seremin</span></p><h2>Investment thesis</h2><p>During the last week of September (September 25 to be exact), I sent an alert to our marketplace members. The alert informed them that I placed a limit buy order for Apple (NASDAQ:AAPL) at $140 and mythought process (the stock price then was about $150.5). A price of $140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.</p><p>Also, to put things under historical perspective, a valuation around 22x is also below the historical average of 24.7x in recent years by about 10% (11% to be exact), leaving a comfortable margin of safety. And also, bear in mind that the stock was so obviously before 2021 and those levels are outliers in my mind. So, the historical average of 24.75x is already biased.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0abaa433019690a8212d9df8d71726d\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>All told, thanks to market volatility, the stock price dipped below $140 a few days later on Sept 30. The order is triggered, and now I own more AAPL shares. I of course do not want to pretend that I have any idea that its price would actually dip below $140 or not. However, I do have a good sense of its intrinsic value and the magnitude of market gyrations. And as a long-term and patient investor, I do know that 22x PE is a good deal for a stock like AAPL.</p><h2>Near-term challenges</h2><p>There is no shortage of external challenges in the near term. And these challenges can be substantial, too. They will continue to weigh on performance over the near term. These challenges include new variants of COVID-19, the ongoing war between Russia and Ukraine, unfavorable currency exchange rates, and high inflation and rising interest rates. In particular, you can see the effects that these headwinds have exerted on its margins. Over the past few quarters, its gross margin shrank by more than 200 basis points from a peak of 43.76% to 41.04%. Net profit margin shrank even more, by more than 450 basis points from a peak of 27.9% to 23.4%. China, its key market, had to lock down several of its key cities in the H1 of the year due to COVID-19, and the ongoing pandemic situation probably would lead to more lockdowns, which have impacted its sales and production and would very likely continue to in the near future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a9e2475e37539082fb89230bb995b\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>AAPL and Buffettism</h2><p>However, as Buffett commented, if you have to closely follow the day-to-day stuff of a stock, you should not own it in the first place. He was once asked about his AAPL position during a Yahoo! Finance interview. You can see the full interview here, full of typical Buffett-style wisdom and highly recommended. The following is an excerpt and the highlights are added by me.</p><blockquote><i>Yahoo Finance: how closely do you follow the company? You know, people are concerned they really have not introduced any new products.</i></blockquote><blockquote><i>Buffett:</i> <i><b>Well, if you have to closely follow the company, you should not own it in the first place. If you buy a business, say you buy a farm, do you go up and look every couple of weeks to see how far the corn has grown up?</b></i> <i>Do you worry too much about whether somebody says this year is going to be a year of low corn prices because exports are being affected or something? You know, it does not grow faster if I go and stare at it…</i><i><b>AlthoughI do care over the years that it is well tended to in terms of rotating crops. And I hope yields get better.</b></i></blockquote><p>In my mind, this wisdom is truer for Apple than anything else. A high-yield farm is what exactly it is. As a high-yield farm, investors should have the perspective to overlook its daily (or even yearly) noises and focus on the long term, as detailed next.</p><h2>Business outlook and projected returns</h2><p>I am optimistic about its future. The company has displayed remarkable resilience in the face of the difficult operating backdrop in the past. And I am certain that this time is no different. The inflation or drag from foreign exchange rates may worsen in the near term. But remember, Buffett&#39;s other wisdom is<i>not</i>to pick stocks based on macroeconomic parameters - which are totally unpredictable and out of anyone&#39;s control.</p><p>Altogether, consensus estimates look for share net to come in around $6.46 in 2023. And again, at a price of $140, the PE would be about 22x. Based on the consensus estimates, the growth rate would be about 4.6% CAGR in the next few years, which agrees with my back-of-envelope estimate closely. As aforementioned, at about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates.</p><p>All told, a 22x entry PE, combined with a ~5% growth rate, should provide about 10% total return for a long-term business owner.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d4adcc41419bcccde9ab540b89f003c\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>Notably, services-related revenues should continue to advance and represent a strong engine for future growth. In this sense, AAPL is transitioning (or you can argue it has successfully transitioned already) from a hardware business into a subscription-based SaaS business.</p><p>According to this report, it added ~30 million paid subscriptions in 2022 alone. Total revenues from services have been growing steadily and rapidly over the years and have reached $19.8 billion. In Q2 2022. Compared to $17.0 billion raked in from services during Q2 2021, this represented an annual growth rate of 16.5%, far outpacing the growth rates of its total revenue. Broadening the timeframe a bit, the growth in its revenues from services has grown more than 230% since 2017, also far outpacing the growth of its product sales (which increased by about 160%). In its latest earnings report, Tim Cook reported a mind-boggling total of 816 million paid subscriptions across its various services ranging from Apple Music, iCloud, and Apple TV+.</p><p>Going forward, I see such a large user base to further grow given Apple&#39;s popularity and premium status. In my view, the market underestimates (or misunderstands) its SaaS potential. As seen from the chart below, it is trading at a sizeable discount relative to other more &#34;standard&#34; SaaS stocks. To wit, in terms of FY1 PE, it is trading slightly below Microsoft Corporation by about 4%, about 20% below Intuit Inc, and more than 27% below Salesforce Inc.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/267e4208372cf220c56b8cfcab38cd7c\" tg-width=\"640\" tg-height=\"206\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>Risks and final thoughts</h2><p>To recap, there is no doubt that the business faces many short-term challenges. These challenges include the veritable list of the COVID-19 pandemic, the ongoing Russian/Ukraine situation, currency exchange rates, high inflation, and global supply chain disruptions. It also faces its own unique challenges such as margin pressure, cost control, and disruptions in its key China market.</p><p>However, the whole point of owning a stock like AAPL is that you do not have to worry about the quarterly noises. If you do, you defeat the purpose completely and should not own it in the first place. To me, any valuation near 20x is very attractive for a stock with ROCE and financial strength like AAPL. A ~20x PE provides about 5% owner&#39;s earnings yield. And an ROCE near 100% easily leads to 5% growth rates with minimal reinvestments, resulting in a double-digit return potential already.</p><p>Finally, specific to AAPL, the revenues and growth composition are also shifting to service and subscription, further augmenting its stickiness and profitability. The market underestimates (or misunderstands) its SaaS potential and most likely will regret it.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Why I Bought More At $140</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: Why I Bought More At $140\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.There is no doubt that the business faces ...</p>\n\n<a href=\"https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140\">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://seekingalpha.com/article/4544974-apple-why-i-bought-more-140","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273803113","content_text":"SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.There is no doubt that the business faces many short-term challenges.However, as Buffett commented, if you have to closely follow the day-to-day stuff, you should not own it in the first place.This wisdom is true for Apple more than anything else in my mind.Moreover, the market underestimates (or misunderstands) its SaaS potential and creates a mispricing.SereminInvestment thesisDuring the last week of September (September 25 to be exact), I sent an alert to our marketplace members. The alert informed them that I placed a limit buy order for Apple (NASDAQ:AAPL) at $140 and mythought process (the stock price then was about $150.5). A price of $140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.Also, to put things under historical perspective, a valuation around 22x is also below the historical average of 24.7x in recent years by about 10% (11% to be exact), leaving a comfortable margin of safety. And also, bear in mind that the stock was so obviously before 2021 and those levels are outliers in my mind. So, the historical average of 24.75x is already biased.Source: Seeking Alpha dataAll told, thanks to market volatility, the stock price dipped below $140 a few days later on Sept 30. The order is triggered, and now I own more AAPL shares. I of course do not want to pretend that I have any idea that its price would actually dip below $140 or not. However, I do have a good sense of its intrinsic value and the magnitude of market gyrations. And as a long-term and patient investor, I do know that 22x PE is a good deal for a stock like AAPL.Near-term challengesThere is no shortage of external challenges in the near term. And these challenges can be substantial, too. They will continue to weigh on performance over the near term. These challenges include new variants of COVID-19, the ongoing war between Russia and Ukraine, unfavorable currency exchange rates, and high inflation and rising interest rates. In particular, you can see the effects that these headwinds have exerted on its margins. Over the past few quarters, its gross margin shrank by more than 200 basis points from a peak of 43.76% to 41.04%. Net profit margin shrank even more, by more than 450 basis points from a peak of 27.9% to 23.4%. China, its key market, had to lock down several of its key cities in the H1 of the year due to COVID-19, and the ongoing pandemic situation probably would lead to more lockdowns, which have impacted its sales and production and would very likely continue to in the near future.Source: Seeking Alpha dataAAPL and BuffettismHowever, as Buffett commented, if you have to closely follow the day-to-day stuff of a stock, you should not own it in the first place. He was once asked about his AAPL position during a Yahoo! Finance interview. You can see the full interview here, full of typical Buffett-style wisdom and highly recommended. The following is an excerpt and the highlights are added by me.Yahoo Finance: how closely do you follow the company? You know, people are concerned they really have not introduced any new products.Buffett: Well, if you have to closely follow the company, you should not own it in the first place. If you buy a business, say you buy a farm, do you go up and look every couple of weeks to see how far the corn has grown up? Do you worry too much about whether somebody says this year is going to be a year of low corn prices because exports are being affected or something? You know, it does not grow faster if I go and stare at it…AlthoughI do care over the years that it is well tended to in terms of rotating crops. And I hope yields get better.In my mind, this wisdom is truer for Apple than anything else. A high-yield farm is what exactly it is. As a high-yield farm, investors should have the perspective to overlook its daily (or even yearly) noises and focus on the long term, as detailed next.Business outlook and projected returnsI am optimistic about its future. The company has displayed remarkable resilience in the face of the difficult operating backdrop in the past. And I am certain that this time is no different. The inflation or drag from foreign exchange rates may worsen in the near term. But remember, Buffett's other wisdom isnotto pick stocks based on macroeconomic parameters - which are totally unpredictable and out of anyone's control.Altogether, consensus estimates look for share net to come in around $6.46 in 2023. And again, at a price of $140, the PE would be about 22x. Based on the consensus estimates, the growth rate would be about 4.6% CAGR in the next few years, which agrees with my back-of-envelope estimate closely. As aforementioned, at about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates.All told, a 22x entry PE, combined with a ~5% growth rate, should provide about 10% total return for a long-term business owner.Source: Seeking Alpha dataNotably, services-related revenues should continue to advance and represent a strong engine for future growth. In this sense, AAPL is transitioning (or you can argue it has successfully transitioned already) from a hardware business into a subscription-based SaaS business.According to this report, it added ~30 million paid subscriptions in 2022 alone. Total revenues from services have been growing steadily and rapidly over the years and have reached $19.8 billion. In Q2 2022. Compared to $17.0 billion raked in from services during Q2 2021, this represented an annual growth rate of 16.5%, far outpacing the growth rates of its total revenue. Broadening the timeframe a bit, the growth in its revenues from services has grown more than 230% since 2017, also far outpacing the growth of its product sales (which increased by about 160%). In its latest earnings report, Tim Cook reported a mind-boggling total of 816 million paid subscriptions across its various services ranging from Apple Music, iCloud, and Apple TV+.Going forward, I see such a large user base to further grow given Apple's popularity and premium status. In my view, the market underestimates (or misunderstands) its SaaS potential. As seen from the chart below, it is trading at a sizeable discount relative to other more \"standard\" SaaS stocks. To wit, in terms of FY1 PE, it is trading slightly below Microsoft Corporation by about 4%, about 20% below Intuit Inc, and more than 27% below Salesforce Inc.Source: Seeking Alpha dataRisks and final thoughtsTo recap, there is no doubt that the business faces many short-term challenges. These challenges include the veritable list of the COVID-19 pandemic, the ongoing Russian/Ukraine situation, currency exchange rates, high inflation, and global supply chain disruptions. It also faces its own unique challenges such as margin pressure, cost control, and disruptions in its key China market.However, the whole point of owning a stock like AAPL is that you do not have to worry about the quarterly noises. If you do, you defeat the purpose completely and should not own it in the first place. To me, any valuation near 20x is very attractive for a stock with ROCE and financial strength like AAPL. A ~20x PE provides about 5% owner's earnings yield. And an ROCE near 100% easily leads to 5% growth rates with minimal reinvestments, resulting in a double-digit return potential already.Finally, specific to AAPL, the revenues and growth composition are also shifting to service and subscription, further augmenting its stickiness and profitability. The market underestimates (or misunderstands) its SaaS potential and most likely will regret it.This article is written by Envision Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938562356,"gmtCreate":1662637255075,"gmtModify":1676537106390,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Massive L for Apple.\"New\" iPhone 14: Basically, same shit different year.Still same design.Still the same A15 chipset (read: no performance improvement).Still a low-refresh 60Hz non-4K display.Still no USB-C.Still no fingerprint reader.Still no headphone jack.Still no expandable storage.Still no front-firing stereo speakers.And they actually made the Pro models worse by having that front-facing camera island so far into the screen that it disrupts content-viewing more than the notch.And the base non-Pro, non-Plus iPhone 14 with 512GB of storage (which is the minimum requirement for me in 2022) costs $1800 SGD.Absolute joke.How stupid does Apple think their fanboys are?If you're looking to buy an iPhone, go with the discounted iPhone 12 or&nbsp;13 lineup, or wait another year for the 15.","listText":"Massive L for Apple.\"New\" iPhone 14: Basically, same shit different year.Still same design.Still the same A15 chipset (read: no performance improvement).Still a low-refresh 60Hz non-4K display.Still no USB-C.Still no fingerprint reader.Still no headphone jack.Still no expandable storage.Still no front-firing stereo speakers.And they actually made the Pro models worse by having that front-facing camera island so far into the screen that it disrupts content-viewing more than the notch.And the base non-Pro, non-Plus iPhone 14 with 512GB of storage (which is the minimum requirement for me in 2022) costs $1800 SGD.Absolute joke.How stupid does Apple think their fanboys are?If you're looking to buy an iPhone, go with the discounted iPhone 12 or&nbsp;13 lineup, or wait another year for the 15.","text":"Massive L for Apple.\"New\" iPhone 14: Basically, same shit different year.Still same design.Still the same A15 chipset (read: no performance improvement).Still a low-refresh 60Hz non-4K display.Still no USB-C.Still no fingerprint reader.Still no headphone jack.Still no expandable storage.Still no front-firing stereo speakers.And they actually made the Pro models worse by having that front-facing camera island so far into the screen that it disrupts content-viewing more than the notch.And the base non-Pro, non-Plus iPhone 14 with 512GB of storage (which is the minimum requirement for me in 2022) costs $1800 SGD.Absolute joke.How stupid does Apple think their fanboys are?If you're looking to buy an iPhone, go with the discounted iPhone 12 or 13 lineup, or wait another year for the 15.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":33,"commentSize":21,"repostSize":0,"link":"https://ttm.financial/post/9938562356","repostId":"1154244543","repostType":2,"repost":{"id":"1154244543","pubTimestamp":1662650625,"share":"https://www.laohu8.com/m/news/1154244543?lang=&edition=full","pubTime":"2022-09-08 23:23","market":"us","language":"en","title":"Apple: Delivering For Everyone","url":"https://stock-news.laohu8.com/highlight/detail?id=1154244543","media":"Seeking Alpha","summary":"SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Newest set of iPhones unveiled on Wednesday.</li><li>Apple didn&#39;t raise prices as some were expecting.</li><li>Finding a balance is the best way to go.</li></ul><p>On Wednesday, technology giant Apple (NASDAQ:AAPL) held its much anticipated September product unveiling event. This year, expectations had been a little muted as consumers grapple with high inflation, so device pricing was going to be the key theme. In the end, Apple delivered with something for everyone, which could set up the company nicely for the holiday season.</p><p>Let me start with some of the non-core products. Apple Watch Series 8 features a new temperature sensor along with some other tracking features, plus car crash detection. The company unveiled a new entry level SE version that goes for $249, which has a 30% larger face and is 20% faster. Consumers are also being treated to a new Ultra version that starts at $799, which is larger and has better battery life, while being geared towards the extreme fitness crowd. A second generation of the AirPods Pro was also unveiled, featuring a new chip and much improved audio.</p><p>Of course, the star of the show was going to be the new series of iPhones. As expected, the new iPhone 14 and 14 Plus are 6.1 and 6.7 inches, respectively, and contain last year&#39;s A15 Bionic chip. These phones, along with the Watch, have a new service using Globalstar (GSAT) satellites for emergency use. The Plus model has the best battery life ever in an iPhone according to the company, while these two entry level devices feature a much improved camera system. The 14 will be available on September 16th, which gives it more than a week of sales in the current fiscal Q4 period, while the 14 Plus isn&#39;t available until October 7th.</p><p>As for the Pro versions, they have a pill-like space at the top of the screen, known as the Dynamic Island, that changes based on the type of notification or action that is occurring, such as charging a phone or playing music. These models have an always-on display, along with a brighter screen and 48 megapixel camera sensor, and feature the newest chipset, the A16 Bionic. Perhaps the biggest news for the iPhone on Wednesday was pricing, which can be seen in the graphic below.</p><p><img src=\"https://static.tigerbbs.com/1c8e821dde238518c28185b25f2325eb\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>Yearly iPhone Lineup(Apple Store)</p><p>There were a handful of reports in recent weeks and months that Apple may increase prices this year, primarily due to inflation. Lately, these rumors seemed to focus more on the Pro versions only, but it turns out we didn&#39;t get any true price increases. Apple is swapping the mini for the Plus, which is a positive for average selling prices, along with the 12 this year being more expensive than the 11 was last year. For those looking for some value, the base 13 mini and regular 13 have double the storage than their year earlier counterparts did last year at the same price.</p><p>The key for Apple here in my opinion is that it is improving its effort to provide something for everyone. Look at what the company did with the Watch. It has its primary version of the device, a cheaper &#34;SE&#34; model, and now a premium Ultra model. This year, Apple has separated the Pro versions of the iPhone a bit more from their entry level counterparts, given the higher end models get the newest chipsets, yet they didn&#39;t get an added price boost. As some of the early analyst comments suggest, Apple delivered modest upgrades this year, so it didn&#39;t take advantage of the consumer by raising prices in a tough inflation environment.</p><p>While it may not be as important as it used to be, the iPhone is still the dominant product line for Apple. In the first nine months of the current fiscal year, which ends later this month, sales of the smartphone represented more than 54.2% of the company&#39;s revenues. That&#39;s actually up a little over the prior year&#39;s first three quarters, as supply chain issues have pressured sales of other devices. As the graphic below shows, the iPhone has still shown some decent revenue growth over the longer term. The 2022 number below with an asterisk is my current estimate, and the key here is that the iPhone could be about to report its first $200 billion fiscal sales year.</p><p><img src=\"https://static.tigerbbs.com/083d5c88f3f6da4fcaea39de2dc047d0\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/></p><p>Fiscal Year iPhone Revenues(Company Filings)</p><p>It was just a couple of weeks ago where Apple shares were north of $175 and the financial media was talking about a new all-time high potentially coming soon. However, the market has pulled back on fears that the Fed will need to continue its aggressiveness to slow down inflation. September is also the month where the Fed&#39;s maximum balance sheet runoff amount doubles. Thanks to the pullback, the average price target now represents decent upside for Apple shares, but this is a very tough environment to recommend going long almost any name.</p><p>In the end, my key takeaway from Apple&#39;s event on Wednesday was that the company wants to deliver for everyone. The company broadened the Watch lineup by introducing a new Ultra model, while also providing further separation between the Pro and non-Pro models of the iPhone. While there were concerns that Apple could raise smartphone prices, it kept things mostly in check, other than the switch out of the mini for the new Plus model. The company certainly delivered the goods, so now investors will be watching to see how responsive the consumer is.</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>Apple: Delivering For Everyone</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: Delivering For Everyone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-08 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1\">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://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154244543","content_text":"SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its much anticipated September product unveiling event. This year, expectations had been a little muted as consumers grapple with high inflation, so device pricing was going to be the key theme. In the end, Apple delivered with something for everyone, which could set up the company nicely for the holiday season.Let me start with some of the non-core products. Apple Watch Series 8 features a new temperature sensor along with some other tracking features, plus car crash detection. The company unveiled a new entry level SE version that goes for $249, which has a 30% larger face and is 20% faster. Consumers are also being treated to a new Ultra version that starts at $799, which is larger and has better battery life, while being geared towards the extreme fitness crowd. A second generation of the AirPods Pro was also unveiled, featuring a new chip and much improved audio.Of course, the star of the show was going to be the new series of iPhones. As expected, the new iPhone 14 and 14 Plus are 6.1 and 6.7 inches, respectively, and contain last year's A15 Bionic chip. These phones, along with the Watch, have a new service using Globalstar (GSAT) satellites for emergency use. The Plus model has the best battery life ever in an iPhone according to the company, while these two entry level devices feature a much improved camera system. The 14 will be available on September 16th, which gives it more than a week of sales in the current fiscal Q4 period, while the 14 Plus isn't available until October 7th.As for the Pro versions, they have a pill-like space at the top of the screen, known as the Dynamic Island, that changes based on the type of notification or action that is occurring, such as charging a phone or playing music. These models have an always-on display, along with a brighter screen and 48 megapixel camera sensor, and feature the newest chipset, the A16 Bionic. Perhaps the biggest news for the iPhone on Wednesday was pricing, which can be seen in the graphic below.Yearly iPhone Lineup(Apple Store)There were a handful of reports in recent weeks and months that Apple may increase prices this year, primarily due to inflation. Lately, these rumors seemed to focus more on the Pro versions only, but it turns out we didn't get any true price increases. Apple is swapping the mini for the Plus, which is a positive for average selling prices, along with the 12 this year being more expensive than the 11 was last year. For those looking for some value, the base 13 mini and regular 13 have double the storage than their year earlier counterparts did last year at the same price.The key for Apple here in my opinion is that it is improving its effort to provide something for everyone. Look at what the company did with the Watch. It has its primary version of the device, a cheaper \"SE\" model, and now a premium Ultra model. This year, Apple has separated the Pro versions of the iPhone a bit more from their entry level counterparts, given the higher end models get the newest chipsets, yet they didn't get an added price boost. As some of the early analyst comments suggest, Apple delivered modest upgrades this year, so it didn't take advantage of the consumer by raising prices in a tough inflation environment.While it may not be as important as it used to be, the iPhone is still the dominant product line for Apple. In the first nine months of the current fiscal year, which ends later this month, sales of the smartphone represented more than 54.2% of the company's revenues. That's actually up a little over the prior year's first three quarters, as supply chain issues have pressured sales of other devices. As the graphic below shows, the iPhone has still shown some decent revenue growth over the longer term. The 2022 number below with an asterisk is my current estimate, and the key here is that the iPhone could be about to report its first $200 billion fiscal sales year.Fiscal Year iPhone Revenues(Company Filings)It was just a couple of weeks ago where Apple shares were north of $175 and the financial media was talking about a new all-time high potentially coming soon. However, the market has pulled back on fears that the Fed will need to continue its aggressiveness to slow down inflation. September is also the month where the Fed's maximum balance sheet runoff amount doubles. Thanks to the pullback, the average price target now represents decent upside for Apple shares, but this is a very tough environment to recommend going long almost any name.In the end, my key takeaway from Apple's event on Wednesday was that the company wants to deliver for everyone. The company broadened the Watch lineup by introducing a new Ultra model, while also providing further separation between the Pro and non-Pro models of the iPhone. While there were concerns that Apple could raise smartphone prices, it kept things mostly in check, other than the switch out of the mini for the new Plus model. The company certainly delivered the goods, so now investors will be watching to see how responsive the consumer is.","news_type":1},"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939558921,"gmtCreate":1662139193163,"gmtModify":1676537006128,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"0\"></v-v>","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939558921","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939551714,"gmtCreate":1662139175239,"gmtModify":1676537006120,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a>Just bought a small position in this. Prays it goes well!","listText":"<a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a>Just bought a small position in this. Prays it goes well!","text":"$Dell Technologies Inc.(DELL)$Just bought a small position in this. Prays it goes well!","images":[{"img":"https://community-static.tradeup.com/news/3d31967ad3e25ac10c0f695a03d030ca","width":"1096","height":"1948"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939551714","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9939683514,"gmtCreate":1662095708838,"gmtModify":1676536997069,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"My limit order is for $248, quite near to your $255.","listText":"My limit order is for $248, quite near to your $255.","text":"My limit order is for $248, quite near to your $255.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939683514","repostId":"1144090719","repostType":2,"repost":{"id":"1144090719","pubTimestamp":1662089365,"share":"https://www.laohu8.com/m/news/1144090719?lang=&edition=full","pubTime":"2022-09-02 11:29","market":"us","language":"en","title":"Why I Set A $255 Berkshire Hathaway Limit Order To Buy Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=1144090719","media":"Seeking Alpha","summary":"SummaryIn my mind, there is never a wrong time to buy (or add) Berkshire Hathaway and/or Apple share","content":"<html><head></head><body><h2>Summary</h2><ul><li>In my mind, there is never a wrong time to buy (or add) Berkshire Hathaway and/or Apple shares under their current conditions.</li><li>Although occasionally, extreme market movements create obviously better opportunities than most times.</li><li>Now is such a time. The mispricing of Berkshire&#39;s book value brought its valuation to ~1.25x only, quite close to the Buffett price.</li><li>In particular, such valuation also creates opportunities for investors to a backdoor buy of Apple through Berkshire at heavy discounts (ranging from single-digit owners’ earnings to free).</li><li>Looking for a portfolio of ideas like this one? Members of Envision Early Retirement get exclusive access to our model portfolio.</li></ul><h2><img src=\"https://static.tigerbbs.com/6ba7b95ea0cc06c858a38afd03361f34\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Thesis</h2><p>Readers familiar with my writings know that I have been a perpetual bull for both Berkshire Hathaway (BRK.A) (NYSE:BRK.B) (&#34;BRK&#34;) and Apple (NASDAQ:AAPL). My overall view is that both stocks are excellent choicesfor long-term investors and really can be bought (or added) most of the time.</p><p>Although occasionally, extreme market movements make sometimes obviously worse and sometimes obviously better than most. For example, earlier this year in March, I wrote an article to show how expensive it was (what I called a3-sigma event) and why a valuation contraction was highly likely. At that time, the stock was valued at 1.8x BV, almost above its historical mean by 3x sigmas. Many investors did not see it that way because they used the BV from the previous quarter, which was delayed (and higher). As a result, they saw a valuation lower than it actually was. Indeed, the stock prices have corrected substantially afterward as you already know.</p><p>Now, investors seem to be making the same error again, except in the opposite direction. Its valuation is reported at 1.34x as seen. But next, you will see why I think its current valuation is actually lower than 1.34x and my estimate is at 1.25x only. Furthermore, you will see the implications of such a valuation for investors (like myself) who want to own AAPL shares through BRK. I just set a $255 limit order to buy BRK.B shares with a real intention of owning AAPL shares. And you will why such a target price essentially allows me to own AAPL shares at a valuation ranging from about 9x of owners&#39; earnings to free.</p><p>Finally, before we dive in, note that all the subsequent analyses will be presented in terms of Berkshire Hathaway B shares. There are certainly differences between A and B shares (voting power et al). But in terms of economics, the use of financial data based on either A or B shares should be equivalent.</p><p><img src=\"https://static.tigerbbs.com/dd5ddc48d190e8561cdb1341fe0b2afa\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><h2>BRK valuation is closer to the Buffett price than you think</h2><p>As just mentioned, BRK&#39;s current valuation is reported at 1.34xBV, close to its historical mean of 1.36x. Buffett mentioned multiple times that he would be an enthusiastic buyer of BRK shares at a price near 1.2x book value. So, the current price is above the &#34;Buffett price&#34; by more than 11% as reported. Not too attractive on the surface.</p><p>However, if you consider that A) the reported BV is based on its June 30, 2022, filing, and B) the market has moved up since then and thus its BV has expanded, you will get a different valuation. As an estimate, as of June 30, 2022, it reported a share count of 2.205 billion of equivalent B share outstanding and total equity of $469.6B, translating into a book value of $213 per share (and hence a P/BV multiple of ~1.34x at today&#39;s price of $280 as of this writing).</p><p>But we need to consider that the market has rallied by about 5% since June 30 (the S&amp;P 500 rallied from 3785 then to the current level of 3936). Now if we<i>assume</i>(I have to emphasize that this is an assumption) BRK BV rallied by the same amount too, then its current BV would be $223 per share. This would mean a P/BV ratio of 1.25x only at the current price, not only below the historical mean (by about 10%) but also quite close to the &#34;Buffett price&#34; of 1.2x book value.</p><p><img src=\"https://static.tigerbbs.com/3f2102794b0c678b946451964e0f7fa3\" tg-width=\"640\" tg-height=\"456\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BRK June-30, 2022, 10Q</p><h2>The real meaning of the Buffett price</h2><p>In case you ever wondered why/how Buffett picked a 1.2x target valuation out of thin air, it is because (at least in my opinion) owning BRK at 1.2x book is equivalent to owning its operating businesses at a dirt-cheap price - at only about 4x operating cash flow (&#34;CFO&#34;) as you can see from the table below.</p><p>As shown in the following table, Berkshire earns about $22 billion of operating earnings in recent years or about $10 per share. To wit, my estimate for its 2022 CFO is $10.75 per share. Most of us know that the reported PE ratios (see the second table below) are quite meaningless for a business like BRK because the GAAP numbers do not reflect its true economics at all. For example, in GAAP terms, according to its recentshareholder letter:</p><blockquote><i>Berkshire earned $42.5 billion in 2020, which includes 4 main components a) the ~$22 billion operating earnings already mentioned, b) a $4.9 billion of realized capital gains, c) a $26.7 billion gain from an increase in the amount of net unrealized capital gains that exist in the stocks, and d) an $11 billion loss from a write-down.</i></blockquote><p>Out of all these four components, operating earnings are what count most and are most relevant to the fundamentals of the business. However, it is not even the largest item based on the GAAP standard. Such discrepancies between accounting and economic earnings really illustrate the distortion in the commonly quoted PE ratios.</p><p>The first table below shows my method to correct such distortion. In this table, I am assuming that if my target price of $255 is reached, BRK&#39;s book value will drop to its June 30 level, i.e., $213 per share. My observations show that market price always moves more than its book value. So, if my order is triggered, I get to buy BRK at a price of $255 per share. Then as a thought experiment, I could immediately liquidate the cash and all other equity investments (risks embedded in this assumption are discussed in the end), which would be worth $213. Therefore, I have essentially paid $42 to buy all the BRK operating business segments. Also just established earlier, these operating businesses are expected to generate an OFC of $10.75 per share. As a result, I would be paying about 3.9x OFC for all of BRK&#39;s operating businesses.</p><p>And this table also illustrates why I set my limit order at $255 - this price corresponds to a P/BV multiple of 1.2x, i.e., exactly the Buffett price based on my projected BV of $213 if/when the target price is reached.</p><p><img src=\"https://static.tigerbbs.com/ceaf8669e1a91a8d688be7444df36041\" tg-width=\"640\" tg-height=\"156\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><p><img src=\"https://static.tigerbbs.com/272d355a74630a28137b6c5288b596bb\" tg-width=\"640\" tg-height=\"178\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><h2>What does this mean for AAPL?</h2><p>Next, we will see the implications of a $255 target price for investors who want to own AAPL shares via BRK.</p><p>Firstly, the commonly quoted PE based on accounting financials also exaggerated AAPL&#39;s valuation (by understating its true earning power). As you can see from the table above, AAPL&#39;s current PE is quoted at 25.9x on a TTM basis and at 25.8x on a forward basis. Definitely not a &#34;cheap&#34; valuation by any stretch.</p><p>However, as argued in my earlier articles, AAPL is such a capital-light business that a good portion of its CAPEX expenditures are for growth and should not be considered a cost and should be added back to the owners&#39; earnings. Only the part that is for maintenance CAPEX should be considered a cost. Readers interested in more details could take a look at myearlier articleand are highly recommended to take a look at Greenwald&#39;s book entitled<i>Value Investing</i>.</p><p>All told, AAPL&#39;s FWD EPS is about $6.10 on an accounting basis. But its true earnings power is higher by a good margin. Probably you can already see such a discrepancy by comparing its free cash flow versus its EPS. Its FWD free cash flow is estimated to be $6.35 per year, about 4% above its EPS. And even the free cash flow underestimates its true earning power because the free cash flow considers ALL the CAPEX expenditures as costs. When the growth part of the CAPEX is added back to the earnings, my estimate of its owners&#39; earnings is about $6.73 per share. As a result, its PE on the owner&#39;s earnings basis is about 23.3x, not as high as it seems on the surface.</p><p>And the next table shows that its valuation is further discounted when owned through BRK. Quick math would show that under the current conditions,</p><ul><li>Each BRK share contains 0.40 AAPL shares.</li><li>As of this writing, BRK&#39;s equity portfolio is worth about $300 billion ($135 per BRK.B share) and $122 billion ($55 per BRK.B share) are invested in AAPL. That is, excluding AAPL, BRK&#39;s equity portfolio is worth about $178B (or $80.5 per BRK.B share).</li><li>And BRK&#39;s cash position is about $105B ($47.5 per BRK.B share).</li></ul><p>Based on the above quick facts, if we pay today&#39;s market price of $280 to buy 1 BRK.B share and immediately liquidate the cash and all other equity investments except AAPL, we are essentially paying $152 ($280-$80.5-$47.5 = $152) for 0.40 AAPL shares and all the BRK operating business segments. Also as established before, 0.4 AAPL shares would provide an economic earning of $2.69 (=$6.73x0.4). So in the end, we are paying $152 to buy $2.69 of economic earnings from AAPL PLUS $10.75 of economic earnings from BRK&#39;s operating businesses.</p><p>How you do the rest of the valuation is a matter of personal judgment now. If you take the aggregated average as I did in the following table, your average &#34;ownership&#34; PE of AAPL and BRK&#39;s operation business is on average 11.3x. At my $255 limit order price, the average &#34;ownership&#34; PE of AAPL and BRK&#39;s operation business would be in the single digit, about only 9.5x.</p><p>Furthermore, at a $255 target price, I would be getting the AAPL shares for free if I am willing to put a valuation of 11.8x OPC or above for BRK&#39;s operating businesses (which is very reasonable in my view given the quality of the businesses). Because at an 11.8x OPC valuation or above, these operating businesses would be worth at least $127 per share by themselves alone (11.8 x $10.75=$127), already equal to or exceeding the adjusted price that I paid.</p><p><img src=\"https://static.tigerbbs.com/4f9649abdbca6ac5105cfdfee6bd1a2b\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author</p><h2>Final thoughts and risks</h2><p>As a perpetual bull for BRK and AAPL, my overall view is that there is really no bad time to buy or add their shares. Although occasionally, extreme market movements make sometimes obviously better than others. The thesis is that now is such a time. Due to a combination of market overaction, a delayed update of BRK&#39;s book value, and discrepancies between true earnings vs accounting earnings, BRK is currently valued at only ~1.25x by my estimate, quite close to the Buffett price. At a target price of $255, my estimated valuation would be 1.2x. And such a valuation creates a backdoor to owning AAPL shares at heavily discounted valuations. And my estimated &#34;ownership PE&#34; for AAPL is in the range of 9.5x to free if the target price of $255 is triggered.</p><p>Finally, risks. The risks associated with both BRK and AAPL themselves have been thoroughly detailed by other SA authors already and won&#39;t be repeated here. Here, I will focus more on the risks specific to the idea specific to this particular approach of analyses. A few key risks:</p><ol><li>Uncertainties in BRK&#39;s equity portfolio. As aforementioned, the value of BRK&#39;s sizable equity portfolio fluctuates together with the overall market. And the latest data available are those reported as of June 30. As a result, its current BV and future BV when/if the $255 target price is reached are my projections and estimations, which inevitably create some uncertainties in the analysis.</li><li>This analysis assumes BRK&#39;s cash position and equity investment are worth exactly the market price. This is a reasonable assumption given the liquidity of the holdings - they are mostly large mega-cap and large-cap businesses with large trading volumes. However, no one really knows what would actually happen when you try to liquidate $300+ billion worth of stocks. So there are definitely some uncertainties in the math above.</li><li>BRK&#39;s cash position and its insurance float. This analysis also assumed that all the cash positions are truly cash can. However, in reality, this is not entirely true because part of the cash is insurance float and cannot be entirely liquidated as assumed in my thought experiment above. But there are also good reasons to take the cash position out of the stock price (or some part of it). Cash is cash nonetheless - that is, if someone buys BRK completely, every $1 in the float counts as $1. And there is a very low chance - though probably no one, including Buffett himself knows how low the chance is - that all the float will be needed. Buffett mentioned that he will at least maintain a cash position of about $30B. So I am guessing we could use $30B as a minimum for estimating the float. Taking $30B out of the cash will make the valuations a bit higher than what&#39;s presented above, but not by too much.</li></ol></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 I Set A $255 Berkshire Hathaway Limit Order To Buy Apple</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 I Set A $255 Berkshire Hathaway Limit Order To Buy Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538538-why-i-set-a-berkshire-hathaway-limit-order-to-buy-apple><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn my mind, there is never a wrong time to buy (or add) Berkshire Hathaway and/or Apple shares under their current conditions.Although occasionally, extreme market movements create obviously ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538538-why-i-set-a-berkshire-hathaway-limit-order-to-buy-apple\">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","BRK.B":"伯克希尔B"},"source_url":"https://seekingalpha.com/article/4538538-why-i-set-a-berkshire-hathaway-limit-order-to-buy-apple","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144090719","content_text":"SummaryIn my mind, there is never a wrong time to buy (or add) Berkshire Hathaway and/or Apple shares under their current conditions.Although occasionally, extreme market movements create obviously better opportunities than most times.Now is such a time. The mispricing of Berkshire's book value brought its valuation to ~1.25x only, quite close to the Buffett price.In particular, such valuation also creates opportunities for investors to a backdoor buy of Apple through Berkshire at heavy discounts (ranging from single-digit owners’ earnings to free).Looking for a portfolio of ideas like this one? Members of Envision Early Retirement get exclusive access to our model portfolio.ThesisReaders familiar with my writings know that I have been a perpetual bull for both Berkshire Hathaway (BRK.A) (NYSE:BRK.B) (\"BRK\") and Apple (NASDAQ:AAPL). My overall view is that both stocks are excellent choicesfor long-term investors and really can be bought (or added) most of the time.Although occasionally, extreme market movements make sometimes obviously worse and sometimes obviously better than most. For example, earlier this year in March, I wrote an article to show how expensive it was (what I called a3-sigma event) and why a valuation contraction was highly likely. At that time, the stock was valued at 1.8x BV, almost above its historical mean by 3x sigmas. Many investors did not see it that way because they used the BV from the previous quarter, which was delayed (and higher). As a result, they saw a valuation lower than it actually was. Indeed, the stock prices have corrected substantially afterward as you already know.Now, investors seem to be making the same error again, except in the opposite direction. Its valuation is reported at 1.34x as seen. But next, you will see why I think its current valuation is actually lower than 1.34x and my estimate is at 1.25x only. Furthermore, you will see the implications of such a valuation for investors (like myself) who want to own AAPL shares through BRK. I just set a $255 limit order to buy BRK.B shares with a real intention of owning AAPL shares. And you will why such a target price essentially allows me to own AAPL shares at a valuation ranging from about 9x of owners' earnings to free.Finally, before we dive in, note that all the subsequent analyses will be presented in terms of Berkshire Hathaway B shares. There are certainly differences between A and B shares (voting power et al). But in terms of economics, the use of financial data based on either A or B shares should be equivalent.Seeking AlphaBRK valuation is closer to the Buffett price than you thinkAs just mentioned, BRK's current valuation is reported at 1.34xBV, close to its historical mean of 1.36x. Buffett mentioned multiple times that he would be an enthusiastic buyer of BRK shares at a price near 1.2x book value. So, the current price is above the \"Buffett price\" by more than 11% as reported. Not too attractive on the surface.However, if you consider that A) the reported BV is based on its June 30, 2022, filing, and B) the market has moved up since then and thus its BV has expanded, you will get a different valuation. As an estimate, as of June 30, 2022, it reported a share count of 2.205 billion of equivalent B share outstanding and total equity of $469.6B, translating into a book value of $213 per share (and hence a P/BV multiple of ~1.34x at today's price of $280 as of this writing).But we need to consider that the market has rallied by about 5% since June 30 (the S&P 500 rallied from 3785 then to the current level of 3936). Now if weassume(I have to emphasize that this is an assumption) BRK BV rallied by the same amount too, then its current BV would be $223 per share. This would mean a P/BV ratio of 1.25x only at the current price, not only below the historical mean (by about 10%) but also quite close to the \"Buffett price\" of 1.2x book value.BRK June-30, 2022, 10QThe real meaning of the Buffett priceIn case you ever wondered why/how Buffett picked a 1.2x target valuation out of thin air, it is because (at least in my opinion) owning BRK at 1.2x book is equivalent to owning its operating businesses at a dirt-cheap price - at only about 4x operating cash flow (\"CFO\") as you can see from the table below.As shown in the following table, Berkshire earns about $22 billion of operating earnings in recent years or about $10 per share. To wit, my estimate for its 2022 CFO is $10.75 per share. Most of us know that the reported PE ratios (see the second table below) are quite meaningless for a business like BRK because the GAAP numbers do not reflect its true economics at all. For example, in GAAP terms, according to its recentshareholder letter:Berkshire earned $42.5 billion in 2020, which includes 4 main components a) the ~$22 billion operating earnings already mentioned, b) a $4.9 billion of realized capital gains, c) a $26.7 billion gain from an increase in the amount of net unrealized capital gains that exist in the stocks, and d) an $11 billion loss from a write-down.Out of all these four components, operating earnings are what count most and are most relevant to the fundamentals of the business. However, it is not even the largest item based on the GAAP standard. Such discrepancies between accounting and economic earnings really illustrate the distortion in the commonly quoted PE ratios.The first table below shows my method to correct such distortion. In this table, I am assuming that if my target price of $255 is reached, BRK's book value will drop to its June 30 level, i.e., $213 per share. My observations show that market price always moves more than its book value. So, if my order is triggered, I get to buy BRK at a price of $255 per share. Then as a thought experiment, I could immediately liquidate the cash and all other equity investments (risks embedded in this assumption are discussed in the end), which would be worth $213. Therefore, I have essentially paid $42 to buy all the BRK operating business segments. Also just established earlier, these operating businesses are expected to generate an OFC of $10.75 per share. As a result, I would be paying about 3.9x OFC for all of BRK's operating businesses.And this table also illustrates why I set my limit order at $255 - this price corresponds to a P/BV multiple of 1.2x, i.e., exactly the Buffett price based on my projected BV of $213 if/when the target price is reached.AuthorSeeking AlphaWhat does this mean for AAPL?Next, we will see the implications of a $255 target price for investors who want to own AAPL shares via BRK.Firstly, the commonly quoted PE based on accounting financials also exaggerated AAPL's valuation (by understating its true earning power). As you can see from the table above, AAPL's current PE is quoted at 25.9x on a TTM basis and at 25.8x on a forward basis. Definitely not a \"cheap\" valuation by any stretch.However, as argued in my earlier articles, AAPL is such a capital-light business that a good portion of its CAPEX expenditures are for growth and should not be considered a cost and should be added back to the owners' earnings. Only the part that is for maintenance CAPEX should be considered a cost. Readers interested in more details could take a look at myearlier articleand are highly recommended to take a look at Greenwald's book entitledValue Investing.All told, AAPL's FWD EPS is about $6.10 on an accounting basis. But its true earnings power is higher by a good margin. Probably you can already see such a discrepancy by comparing its free cash flow versus its EPS. Its FWD free cash flow is estimated to be $6.35 per year, about 4% above its EPS. And even the free cash flow underestimates its true earning power because the free cash flow considers ALL the CAPEX expenditures as costs. When the growth part of the CAPEX is added back to the earnings, my estimate of its owners' earnings is about $6.73 per share. As a result, its PE on the owner's earnings basis is about 23.3x, not as high as it seems on the surface.And the next table shows that its valuation is further discounted when owned through BRK. Quick math would show that under the current conditions,Each BRK share contains 0.40 AAPL shares.As of this writing, BRK's equity portfolio is worth about $300 billion ($135 per BRK.B share) and $122 billion ($55 per BRK.B share) are invested in AAPL. That is, excluding AAPL, BRK's equity portfolio is worth about $178B (or $80.5 per BRK.B share).And BRK's cash position is about $105B ($47.5 per BRK.B share).Based on the above quick facts, if we pay today's market price of $280 to buy 1 BRK.B share and immediately liquidate the cash and all other equity investments except AAPL, we are essentially paying $152 ($280-$80.5-$47.5 = $152) for 0.40 AAPL shares and all the BRK operating business segments. Also as established before, 0.4 AAPL shares would provide an economic earning of $2.69 (=$6.73x0.4). So in the end, we are paying $152 to buy $2.69 of economic earnings from AAPL PLUS $10.75 of economic earnings from BRK's operating businesses.How you do the rest of the valuation is a matter of personal judgment now. If you take the aggregated average as I did in the following table, your average \"ownership\" PE of AAPL and BRK's operation business is on average 11.3x. At my $255 limit order price, the average \"ownership\" PE of AAPL and BRK's operation business would be in the single digit, about only 9.5x.Furthermore, at a $255 target price, I would be getting the AAPL shares for free if I am willing to put a valuation of 11.8x OPC or above for BRK's operating businesses (which is very reasonable in my view given the quality of the businesses). Because at an 11.8x OPC valuation or above, these operating businesses would be worth at least $127 per share by themselves alone (11.8 x $10.75=$127), already equal to or exceeding the adjusted price that I paid.AuthorFinal thoughts and risksAs a perpetual bull for BRK and AAPL, my overall view is that there is really no bad time to buy or add their shares. Although occasionally, extreme market movements make sometimes obviously better than others. The thesis is that now is such a time. Due to a combination of market overaction, a delayed update of BRK's book value, and discrepancies between true earnings vs accounting earnings, BRK is currently valued at only ~1.25x by my estimate, quite close to the Buffett price. At a target price of $255, my estimated valuation would be 1.2x. And such a valuation creates a backdoor to owning AAPL shares at heavily discounted valuations. And my estimated \"ownership PE\" for AAPL is in the range of 9.5x to free if the target price of $255 is triggered.Finally, risks. The risks associated with both BRK and AAPL themselves have been thoroughly detailed by other SA authors already and won't be repeated here. Here, I will focus more on the risks specific to the idea specific to this particular approach of analyses. A few key risks:Uncertainties in BRK's equity portfolio. As aforementioned, the value of BRK's sizable equity portfolio fluctuates together with the overall market. And the latest data available are those reported as of June 30. As a result, its current BV and future BV when/if the $255 target price is reached are my projections and estimations, which inevitably create some uncertainties in the analysis.This analysis assumes BRK's cash position and equity investment are worth exactly the market price. This is a reasonable assumption given the liquidity of the holdings - they are mostly large mega-cap and large-cap businesses with large trading volumes. However, no one really knows what would actually happen when you try to liquidate $300+ billion worth of stocks. So there are definitely some uncertainties in the math above.BRK's cash position and its insurance float. This analysis also assumed that all the cash positions are truly cash can. However, in reality, this is not entirely true because part of the cash is insurance float and cannot be entirely liquidated as assumed in my thought experiment above. But there are also good reasons to take the cash position out of the stock price (or some part of it). Cash is cash nonetheless - that is, if someone buys BRK completely, every $1 in the float counts as $1. And there is a very low chance - though probably no one, including Buffett himself knows how low the chance is - that all the float will be needed. Buffett mentioned that he will at least maintain a cash position of about $30B. So I am guessing we could use $30B as a minimum for estimating the float. Taking $30B out of the cash will make the valuations a bit higher than what's presented above, but not by too much.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9938562356,"gmtCreate":1662637255075,"gmtModify":1676537106390,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Massive L for Apple.\"New\" iPhone 14: Basically, same shit different year.Still same design.Still the same A15 chipset (read: no performance improvement).Still a low-refresh 60Hz non-4K display.Still no USB-C.Still no fingerprint reader.Still no headphone jack.Still no expandable storage.Still no front-firing stereo speakers.And they actually made the Pro models worse by having that front-facing camera island so far into the screen that it disrupts content-viewing more than the notch.And the base non-Pro, non-Plus iPhone 14 with 512GB of storage (which is the minimum requirement for me in 2022) costs $1800 SGD.Absolute joke.How stupid does Apple think their fanboys are?If you're looking to buy an iPhone, go with the discounted iPhone 12 or&nbsp;13 lineup, or wait another year for the 15.","listText":"Massive L for Apple.\"New\" iPhone 14: Basically, same shit different year.Still same design.Still the same A15 chipset (read: no performance improvement).Still a low-refresh 60Hz non-4K display.Still no USB-C.Still no fingerprint reader.Still no headphone jack.Still no expandable storage.Still no front-firing stereo speakers.And they actually made the Pro models worse by having that front-facing camera island so far into the screen that it disrupts content-viewing more than the notch.And the base non-Pro, non-Plus iPhone 14 with 512GB of storage (which is the minimum requirement for me in 2022) costs $1800 SGD.Absolute joke.How stupid does Apple think their fanboys are?If you're looking to buy an iPhone, go with the discounted iPhone 12 or&nbsp;13 lineup, or wait another year for the 15.","text":"Massive L for Apple.\"New\" iPhone 14: Basically, same shit different year.Still same design.Still the same A15 chipset (read: no performance improvement).Still a low-refresh 60Hz non-4K display.Still no USB-C.Still no fingerprint reader.Still no headphone jack.Still no expandable storage.Still no front-firing stereo speakers.And they actually made the Pro models worse by having that front-facing camera island so far into the screen that it disrupts content-viewing more than the notch.And the base non-Pro, non-Plus iPhone 14 with 512GB of storage (which is the minimum requirement for me in 2022) costs $1800 SGD.Absolute joke.How stupid does Apple think their fanboys are?If you're looking to buy an iPhone, go with the discounted iPhone 12 or 13 lineup, or wait another year for the 15.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":33,"commentSize":21,"repostSize":0,"link":"https://ttm.financial/post/9938562356","repostId":"1154244543","repostType":2,"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9086673285,"gmtCreate":1650456235070,"gmtModify":1676534727573,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a>&nbsp;down another&nbsp;27%. FAANG stocks are now just AGA stocks, with the death of Facebook and Netflix's growth story.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a>&nbsp;down another&nbsp;27%. FAANG stocks are now just AGA stocks, with the death of Facebook and Netflix's growth story.&nbsp;","text":"$Netflix(NFLX)$ down another 27%. FAANG stocks are now just AGA stocks, with the death of Facebook and Netflix's growth story.","images":[{"img":"https://community-static.tradeup.com/news/d1146cbcdf53e2ba407eb47fb8226c03","width":"1096","height":"3064"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9086673285","isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9073026969,"gmtCreate":1657251731951,"gmtModify":1676535980217,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I'm holding all the shares in my portfolio, which is 85% in the American market. I will buy Puts if or when the $SPY hits $395 to hedge. I will start dollar cost averaging into $SPY if or when it hits $335. I see the $SPY easily going down to $320 in the coming months.As for the Hong Kong market, I think it's safe to dollar cost average&nbsp;into good stocks like Bank of China or even the broader Hang Seng Index ETF right now.My strategy has so far outperformed the NASDAQ by 39% even though I only started trading in October last year, close to the peak of the stock market, so I would like to think I know what I'm doing.","listText":"I'm holding all the shares in my portfolio, which is 85% in the American market. I will buy Puts if or when the $SPY hits $395 to hedge. I will start dollar cost averaging into $SPY if or when it hits $335. I see the $SPY easily going down to $320 in the coming months.As for the Hong Kong market, I think it's safe to dollar cost average&nbsp;into good stocks like Bank of China or even the broader Hang Seng Index ETF right now.My strategy has so far outperformed the NASDAQ by 39% even though I only started trading in October last year, close to the peak of the stock market, so I would like to think I know what I'm doing.","text":"I'm holding all the shares in my portfolio, which is 85% in the American market. I will buy Puts if or when the $SPY hits $395 to hedge. I will start dollar cost averaging into $SPY if or when it hits $335. I see the $SPY easily going down to $320 in the coming months.As for the Hong Kong market, I think it's safe to dollar cost average into good stocks like Bank of China or even the broader Hang Seng Index ETF right now.My strategy has so far outperformed the NASDAQ by 39% even though I only started trading in October last year, close to the peak of the stock market, so I would like to think I know what I'm doing.","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073026969","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020726142,"gmtCreate":1652689692186,"gmtModify":1676535142377,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;I've said it before and I'll say it again, anything above $650 is a shorting signal. My opinion is that Tesla should be worth $400 or below per share. It's a massive speculative bubble.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;I've said it before and I'll say it again, anything above $650 is a shorting signal. My opinion is that Tesla should be worth $400 or below per share. It's a massive speculative bubble.&nbsp;","text":"$Tesla Motors(TSLA)$ I've said it before and I'll say it again, anything above $650 is a shorting signal. My opinion is that Tesla should be worth $400 or below per share. It's a massive speculative bubble.","images":[{"img":"https://community-static.tradeup.com/news/de05bd8d22ea6800ab5edd07b894b5f1","width":"1096","height":"3064"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020726142","isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9917832139,"gmtCreate":1665467117621,"gmtModify":1676537611829,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I believe it is possible and probable that the HSI goes lower. However, I believe that even at current prices, the HSI and most Hong Kong stocks are trading at fair value. My strategy for investing into the Hong Kong market is simple - start dollar cost averaging into the index at current levels. No point waiting. You will most likely come out tops in the long run (5-10 years).","listText":"I believe it is possible and probable that the HSI goes lower. However, I believe that even at current prices, the HSI and most Hong Kong stocks are trading at fair value. My strategy for investing into the Hong Kong market is simple - start dollar cost averaging into the index at current levels. No point waiting. You will most likely come out tops in the long run (5-10 years).","text":"I believe it is possible and probable that the HSI goes lower. However, I believe that even at current prices, the HSI and most Hong Kong stocks are trading at fair value. My strategy for investing into the Hong Kong market is simple - start dollar cost averaging into the index at current levels. No point waiting. You will most likely come out tops in the long run (5-10 years).","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":9,"repostSize":0,"link":"https://ttm.financial/post/9917832139","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085090632,"gmtCreate":1650613221264,"gmtModify":1676534763978,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>&nbsp;Did I get in too early? I feel like it's a bit risky to buy before earnings.&nbsp;","listText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>&nbsp;Did I get in too early? I feel like it's a bit risky to buy before earnings.&nbsp;","text":"$Meta Platforms, Inc.(FB)$ Did I get in too early? I feel like it's a bit risky to buy before earnings.","images":[{"img":"https://community-static.tradeup.com/news/0e149278a8e3d273873331aa61ec73ff","width":"1096","height":"1948"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085090632","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4107586801974480","authorId":"4107586801974480","name":"3d35dd3","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"buy in so cheap alr still hiam lol alot stuck in $200 - $300 range","text":"buy in so cheap alr still hiam lol alot stuck in $200 - $300 range","html":"buy in so cheap alr still hiam lol alot stuck in $200 - $300 range"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9023911739,"gmtCreate":1652846890021,"gmtModify":1676535174382,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"This is all the Fed's own doing. They are way behind the curve in increasing interest rates and quantitative tightening. This is the consequence of printing so much money and kicking the can down the road. The Fed is failing in its mandate to control inflation and succeeding in its secret mandate of keeping asset prices high to benefit the rich.&nbsp;","listText":"This is all the Fed's own doing. They are way behind the curve in increasing interest rates and quantitative tightening. This is the consequence of printing so much money and kicking the can down the road. The Fed is failing in its mandate to control inflation and succeeding in its secret mandate of keeping asset prices high to benefit the rich.&nbsp;","text":"This is all the Fed's own doing. They are way behind the curve in increasing interest rates and quantitative tightening. This is the consequence of printing so much money and kicking the can down the road. The Fed is failing in its mandate to control inflation and succeeding in its secret mandate of keeping asset prices high to benefit the rich.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023911739","repostId":"2236274480","repostType":4,"repost":{"id":"2236274480","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1652828904,"share":"https://www.laohu8.com/m/news/2236274480?lang=&edition=full","pubTime":"2022-05-18 07:08","market":"us","language":"en","title":"Powell Says Fed Has Resolve to Bring U.S. Inflation Down","url":"https://stock-news.laohu8.com/highlight/detail?id=2236274480","media":"Dow Jones","summary":"Federal Reserve Chairman Jerome Powell said the central bank's resolve in combating the highest inflation in 40 years shouldn't be questioned, even if it requires pushing up unemployment.\"Restoring pr","content":"<html><head></head><body><p>Federal Reserve Chairman Jerome Powell said the central bank&#39;s resolve in combating the highest inflation in 40 years shouldn&#39;t be questioned, even if it requires pushing up unemployment.</p><p>&#34;Restoring price stability is a nonnegotiable need. It is something we have to do,&#34; Mr. Powell said in an interview Tuesday during The Wall Street Journal&#39;s Future of Everything Festival. &#34;There could be some pain involved.&#34;</p><p>Mr. Powell said he hoped that the Fed could bring down inflation while preserving a strong labor market, which he said might lead the unemployment rate -- near half-century lows of 3.6% in April -- to rise slightly. &#34;It may not be a perfect labor market,&#34; he said.</p><p>The central bank is raising interest rates as part of its most aggressive effort in decades to curb upward price pressures. Mr. Powell signaled Tuesday that the central bank was likely to follow a half-percentage-point raise earlier this month, to a range between 0.75% and 1%, with similar moves at meetings in June and July. Until this month, the Fed hadn&#39;t raised rates in such intervals since 2000.</p><p>The Fed last year maintained aggressive stimulus to spur a faster labor market recovery. Mr. Powell said Tuesday that it was possible that disruptions from the pandemic had changed the labor market in ways that made current levels of unemployment inconsistent with the Fed&#39;s 2% inflation goal.</p><p>He said that it seemed the unemployment rate consistent with stable inflation &#34;is probably well above 3.6%.&#34;</p><p>The Fed chairman repeated his hope that the central bank can curtail high inflation without spurring a large rise in unemployment. However, Mr. Powell said, there is little from modern economic experience to suggest that outcome can be achieved. &#34;If you look in the history book and find it -- no, you can&#39;t,&#34; he said. &#34;I think we are in a world of firsts.&#34;</p><p>Wells Fargo &amp; Co. Chief Executive Charlie Scharf, speaking at the same event Tuesday morning, said it would be difficult to avoid a recession but noted that consumers and businesses remain financially solid.</p><p>&#34;The fact that everyone is so strong going into this should hopefully provide a cushion such that whatever recession there is, if there is <a href=\"https://laohu8.com/S/AONE.U\">one</a>, is short and not all that deep,&#34; he said.</p><p>Mr. Powell said he wasn&#39;t at odds with those who believe the Fed faces a difficult path to achieving what is known as a &#34;soft landing,&#34; in which growth slows enough to bring down inflation without triggering a recession.</p><p>&#34;I would say there is no disagreement really. It is a challenging task, made more challenging the last couple months because of global events,&#34; he said. &#34;It is challenging because unemployment is very low already and because inflation is very high.&#34;</p><p>Fed officials described higher inflation a year ago as temporary. They backed away from that characterization last fall, as the labor market healed rapidly and price pressures broadened.</p><p>Still, the Fed as recently as January had expected inflation to diminish this spring as supply-chain bottlenecks improved. Russia&#39;s invasion of Ukraine in late February and rolling Covid-related lockdowns in China created new sources of inflationary pressures.</p><p>&#34;That is going to make it harder for inflation to come down, so it has added a degree of difficulty to what was already a challenging market,&#34; said Mr. Powell.</p><p>The Fed&#39;s stopping point for rate increases isn&#39;t certainty. If inflation doesn&#39;t show signs of diminishing soon, more officials could conclude that rates need to rise closer to 4% over the next 12 to 18 months, rather than to a level around 3% that most of them projected at their policy meeting two months ago.</p><p>&#34;We will go until we feel like we are at a place where we can say, &#39;Yes, financial conditions are at an appropriate place. We see inflation coming down,&#39;&#34; Mr. Powell said. &#34;We will go to that point, and there will not be any hesitation about that.&#34;</p><p>The most recent inflation data has been mixed. On a monthly basis, the consumer-price index&#39;s gauge of core prices, which excludes food and energy, rose a seasonally adjusted 0.6% in April, according to a Labor Department report last week, and rose 6.2% over the previous 12 months.</p><p>The Fed uses a different gauge, the personal-consumption expenditures price index. April inflation data from that Commerce Department report will be released on May 27. Based on other recently released figures, Wall Street forecasters estimate a more muted rise in inflation using that measure. Economists at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> think core PCE inflation rose by less than 0.3% in April, bringing the 12-month rate of change to 4.8%, from 5.2% in March.</p><p>&#34;This is not a time for tremendously nuanced readings of inflation,&#34; Mr. Powell said. &#34;We need to see inflation coming down in a convincing way. Until we do, we&#39;ll keep going.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Powell Says Fed Has Resolve to Bring U.S. Inflation Down</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 Says Fed Has Resolve to Bring U.S. Inflation Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-05-18 07:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Federal Reserve Chairman Jerome Powell said the central bank&#39;s resolve in combating the highest inflation in 40 years shouldn&#39;t be questioned, even if it requires pushing up unemployment.</p><p>&#34;Restoring price stability is a nonnegotiable need. It is something we have to do,&#34; Mr. Powell said in an interview Tuesday during The Wall Street Journal&#39;s Future of Everything Festival. &#34;There could be some pain involved.&#34;</p><p>Mr. Powell said he hoped that the Fed could bring down inflation while preserving a strong labor market, which he said might lead the unemployment rate -- near half-century lows of 3.6% in April -- to rise slightly. &#34;It may not be a perfect labor market,&#34; he said.</p><p>The central bank is raising interest rates as part of its most aggressive effort in decades to curb upward price pressures. Mr. Powell signaled Tuesday that the central bank was likely to follow a half-percentage-point raise earlier this month, to a range between 0.75% and 1%, with similar moves at meetings in June and July. Until this month, the Fed hadn&#39;t raised rates in such intervals since 2000.</p><p>The Fed last year maintained aggressive stimulus to spur a faster labor market recovery. Mr. Powell said Tuesday that it was possible that disruptions from the pandemic had changed the labor market in ways that made current levels of unemployment inconsistent with the Fed&#39;s 2% inflation goal.</p><p>He said that it seemed the unemployment rate consistent with stable inflation &#34;is probably well above 3.6%.&#34;</p><p>The Fed chairman repeated his hope that the central bank can curtail high inflation without spurring a large rise in unemployment. However, Mr. Powell said, there is little from modern economic experience to suggest that outcome can be achieved. &#34;If you look in the history book and find it -- no, you can&#39;t,&#34; he said. &#34;I think we are in a world of firsts.&#34;</p><p>Wells Fargo &amp; Co. Chief Executive Charlie Scharf, speaking at the same event Tuesday morning, said it would be difficult to avoid a recession but noted that consumers and businesses remain financially solid.</p><p>&#34;The fact that everyone is so strong going into this should hopefully provide a cushion such that whatever recession there is, if there is <a href=\"https://laohu8.com/S/AONE.U\">one</a>, is short and not all that deep,&#34; he said.</p><p>Mr. Powell said he wasn&#39;t at odds with those who believe the Fed faces a difficult path to achieving what is known as a &#34;soft landing,&#34; in which growth slows enough to bring down inflation without triggering a recession.</p><p>&#34;I would say there is no disagreement really. It is a challenging task, made more challenging the last couple months because of global events,&#34; he said. &#34;It is challenging because unemployment is very low already and because inflation is very high.&#34;</p><p>Fed officials described higher inflation a year ago as temporary. They backed away from that characterization last fall, as the labor market healed rapidly and price pressures broadened.</p><p>Still, the Fed as recently as January had expected inflation to diminish this spring as supply-chain bottlenecks improved. Russia&#39;s invasion of Ukraine in late February and rolling Covid-related lockdowns in China created new sources of inflationary pressures.</p><p>&#34;That is going to make it harder for inflation to come down, so it has added a degree of difficulty to what was already a challenging market,&#34; said Mr. Powell.</p><p>The Fed&#39;s stopping point for rate increases isn&#39;t certainty. If inflation doesn&#39;t show signs of diminishing soon, more officials could conclude that rates need to rise closer to 4% over the next 12 to 18 months, rather than to a level around 3% that most of them projected at their policy meeting two months ago.</p><p>&#34;We will go until we feel like we are at a place where we can say, &#39;Yes, financial conditions are at an appropriate place. We see inflation coming down,&#39;&#34; Mr. Powell said. &#34;We will go to that point, and there will not be any hesitation about that.&#34;</p><p>The most recent inflation data has been mixed. On a monthly basis, the consumer-price index&#39;s gauge of core prices, which excludes food and energy, rose a seasonally adjusted 0.6% in April, according to a Labor Department report last week, and rose 6.2% over the previous 12 months.</p><p>The Fed uses a different gauge, the personal-consumption expenditures price index. April inflation data from that Commerce Department report will be released on May 27. Based on other recently released figures, Wall Street forecasters estimate a more muted rise in inflation using that measure. Economists at <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> think core PCE inflation rose by less than 0.3% in April, bringing the 12-month rate of change to 4.8%, from 5.2% in March.</p><p>&#34;This is not a time for tremendously nuanced readings of inflation,&#34; Mr. Powell said. &#34;We need to see inflation coming down in a convincing way. Until we do, we&#39;ll keep going.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236274480","content_text":"Federal Reserve Chairman Jerome Powell said the central bank's resolve in combating the highest inflation in 40 years shouldn't be questioned, even if it requires pushing up unemployment.\"Restoring price stability is a nonnegotiable need. It is something we have to do,\" Mr. Powell said in an interview Tuesday during The Wall Street Journal's Future of Everything Festival. \"There could be some pain involved.\"Mr. Powell said he hoped that the Fed could bring down inflation while preserving a strong labor market, which he said might lead the unemployment rate -- near half-century lows of 3.6% in April -- to rise slightly. \"It may not be a perfect labor market,\" he said.The central bank is raising interest rates as part of its most aggressive effort in decades to curb upward price pressures. Mr. Powell signaled Tuesday that the central bank was likely to follow a half-percentage-point raise earlier this month, to a range between 0.75% and 1%, with similar moves at meetings in June and July. Until this month, the Fed hadn't raised rates in such intervals since 2000.The Fed last year maintained aggressive stimulus to spur a faster labor market recovery. Mr. Powell said Tuesday that it was possible that disruptions from the pandemic had changed the labor market in ways that made current levels of unemployment inconsistent with the Fed's 2% inflation goal.He said that it seemed the unemployment rate consistent with stable inflation \"is probably well above 3.6%.\"The Fed chairman repeated his hope that the central bank can curtail high inflation without spurring a large rise in unemployment. However, Mr. Powell said, there is little from modern economic experience to suggest that outcome can be achieved. \"If you look in the history book and find it -- no, you can't,\" he said. \"I think we are in a world of firsts.\"Wells Fargo & Co. Chief Executive Charlie Scharf, speaking at the same event Tuesday morning, said it would be difficult to avoid a recession but noted that consumers and businesses remain financially solid.\"The fact that everyone is so strong going into this should hopefully provide a cushion such that whatever recession there is, if there is one, is short and not all that deep,\" he said.Mr. Powell said he wasn't at odds with those who believe the Fed faces a difficult path to achieving what is known as a \"soft landing,\" in which growth slows enough to bring down inflation without triggering a recession.\"I would say there is no disagreement really. It is a challenging task, made more challenging the last couple months because of global events,\" he said. \"It is challenging because unemployment is very low already and because inflation is very high.\"Fed officials described higher inflation a year ago as temporary. They backed away from that characterization last fall, as the labor market healed rapidly and price pressures broadened.Still, the Fed as recently as January had expected inflation to diminish this spring as supply-chain bottlenecks improved. Russia's invasion of Ukraine in late February and rolling Covid-related lockdowns in China created new sources of inflationary pressures.\"That is going to make it harder for inflation to come down, so it has added a degree of difficulty to what was already a challenging market,\" said Mr. Powell.The Fed's stopping point for rate increases isn't certainty. If inflation doesn't show signs of diminishing soon, more officials could conclude that rates need to rise closer to 4% over the next 12 to 18 months, rather than to a level around 3% that most of them projected at their policy meeting two months ago.\"We will go until we feel like we are at a place where we can say, 'Yes, financial conditions are at an appropriate place. We see inflation coming down,'\" Mr. Powell said. \"We will go to that point, and there will not be any hesitation about that.\"The most recent inflation data has been mixed. On a monthly basis, the consumer-price index's gauge of core prices, which excludes food and energy, rose a seasonally adjusted 0.6% in April, according to a Labor Department report last week, and rose 6.2% over the previous 12 months.The Fed uses a different gauge, the personal-consumption expenditures price index. April inflation data from that Commerce Department report will be released on May 27. Based on other recently released figures, Wall Street forecasters estimate a more muted rise in inflation using that measure. Economists at Morgan Stanley think core PCE inflation rose by less than 0.3% in April, bringing the 12-month rate of change to 4.8%, from 5.2% in March.\"This is not a time for tremendously nuanced readings of inflation,\" Mr. Powell said. \"We need to see inflation coming down in a convincing way. Until we do, we'll keep going.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096292143,"gmtCreate":1644390290893,"gmtModify":1676533920471,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Tesla is way overvalued.&nbsp;","listText":"Tesla is way overvalued.&nbsp;","text":"Tesla is way overvalued.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096292143","repostId":"2209889395","repostType":4,"repost":{"id":"2209889395","pubTimestamp":1644389822,"share":"https://www.laohu8.com/m/news/2209889395?lang=&edition=full","pubTime":"2022-02-09 14:57","market":"us","language":"en","title":"3 High-Flying Stocks May Follow Alphabet and Enact a Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2209889395","media":"Motley Fool","summary":"Alphabet's surprising 20-for-1 split announcement might roll out the red carpet for more high-profile stock splits.","content":"<html><head></head><body><p>In the midst of earnings season, perhaps the biggest jaw-dropping news event of all was the announcement from <b>Alphabet</b> (NASDAQ:GOOG)(NASDAQ:GOOGL), the parent company of internet search engine Google and popular streaming platform YouTube, that it would be enacting a 20-for-1 stock split.</p><p>Assuming shareholders vote in favor of the split (and there&#39;s no reason to suggest they won&#39;t), each share of Alphabet&#39;s stock would be valued around $143, post-split, by mid-July. That&#39;s down from a close this past weekend of almost $2,866 a share (for the Class A shares, GOOGL).</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F664820%2Fstock-certificate-investment-retire-heirloom-donate-capital-gains-tax-getty.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"461\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>The skinny on stock splits</h2><p>A stock split is a way for a publicly traded company to alter its share price and outstanding share count without affecting its market value. For example, if a company&#39;s shares were trading at $400, and said company enacted a 4-for-1 stock split, shareholders would receive three additional shares for each share they already owned. Thus, if you had 10 shares at $400, you&#39;d own 40 shares at $100 after the 4-for-1 split. The market value of the investment hasn&#39;t changed (both are still $400 total investments), but share price and shares outstanding have been adjusted.</p><p>This common type of stock split, known as a forward split, tends to get investors excited for two reasons. First, forward stock splits make shares more nominally affordable for retail investors. Even though some brokerages allow users to buy fractional shares, this isn&#39;t the case with every online brokerage. It&#39;s a lot more palatable for investors to purchase a single share of Alphabet around $143 than it is to save up almost $2,900 to buy a single share now.</p><p>Secondly, forward stock splits are almost always a sign of a successful business. A publicly traded company&#39;s share price wouldn&#39;t be high in the first place if it weren&#39;t executing well and innovating.</p><p>Having watched numerous big-name companies receive a boost after announcing a stock split, the following three high-flying stocks may be next to follow in Alphabet&#39;s footsteps.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/081d46801bd0da7c913757ada54fe6ce\" tg-width=\"700\" tg-height=\"465\" width=\"100%\" height=\"auto\"/><span>Image source: Amazon.</span></p><h2>Amazon</h2><p>Believe it or not, e-commerce giant <b>Amazon</b> (NASDAQ:AMZN) has actually split its stock three times since its initial public offering. However, all three of those splits occurred in a 15-month stretch between June 1998 and September 1999. With no split activity for more than 22 years, the kingpin of online retail now has a share price of $3,152. That&#39;s a prohibitively high cost for one share.</p><p>The reason Amazon may jump at the opportunity to split its stock is simple: There&#39;s been a changing of the guard. As long as Jeff Bezos was CEO, it seemed unlikely that a stock split would be a consideration. But with Andy Jassy officially taking over the reins on July 5 of last year, the prospect of a split should be put back on the table. Jassy founded and led Amazon Web Services, the high-margin cloud infrastructure service segment that&#39;s No. 1 globally in cloud spending.</p><p>Furthermore, a stock split may light a fire under Amazon&#39;s shares after a mixed fourth-quarter report. Even though shares responded very well to the company&#39;s fourth-quarter earnings release, the bulk of Amazon&#39;s profit during the quarter was due to its stake in electric-vehicle manufacturer <b>Rivian</b>. Meanwhile, sales guidance for the first quarter came in about $2 billion below Wall Street&#39;s forecast at the midpoint. A stock split announcement could help reassure Amazon shareholders that the company&#39;s long-term vision is still well intact.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b404d8a96c06b147261e7a118930373\" tg-width=\"700\" tg-height=\"510\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>AutoZone</h2><p>Another high-flying stock that may be ripe for a stock split is automotive replacement parts chain <b>AutoZone</b> (NYSE:AZO). The company has split its stock twice since becoming a public company, but those splits occurred all the way back in January 1992 and April 1994. In the nearly 28 years since its last split, AutoZone&#39;s shares have crested above $2,000.</p><p>If you&#39;re wondering why AutoZone hasn&#39;t split its shares in nearly 28 years, look no further than the company&#39;s shareholder return program. Although it doesn&#39;t pay a dividend, AutoZone&#39;s board has been aggressively repurchasing shares of its common stock for more than two decades.</p><p>At the beginning of 1999, there were 150 million shares outstanding. But as of this year, AutoZone had just 20.6 million outstanding shares. Since commencing its share buyback program in 1998, the company repurchased more than 86% of its shares, with a cost of $29.2 billion. From a purely superficial standpoint, a forward stock split would seemingly erase the hard work management has put in to reduce the outstanding share count and make each remaining AutoZone share that much more valuable.</p><p>But now could be the perfect time for the company&#39;s board to split its stock. With only 20.6 million shares left outstanding, AutoZone&#39;s buyback opportunities are narrowing. What&#39;s more, the company&#39;s lofty share price has significantly reduced its average daily trading volume over the past two decades. to stay on Wall Street&#39;s and retail investors&#39; radars, a split could be a genius move that causes investors to stomp on the accelerator.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bd808070a9dde55f37210b59edc2e23\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>A Tesla Model S charging. Image source: Tesla Motors.</span></p><h2>Tesla Motors</h2><p>A third fast-paced stock that would be wise to follow in Alphabet&#39;s footsteps and enact a stock split is electric vehicle manufacturer <b>Tesla Motors</b> (NASDAQ:TSLA). Tesla has split its shares once (August 2020) since becoming a publicly traded company in 2010.</p><p>There are three reasons a split would make sense for Tesla right now. To begin with, the previous stock split Tesla announced (5-for-1) came with its shares trading at $1,374. While they&#39;re a little bit below that figure at the moment (shares closed at $923 this past weekend), they did top $1,200 just five weeks earlier. Historic precedence would suggest a growing possibility of a split at these levels.</p><p>Second, CEO Elon Musk is well aware that retail investors strongly believe in his innovation and the future of Tesla. It&#39;s in the best interest of Musk to ensure that retail investors have easy access to purchasing Tesla&#39;s stock. That means lowering the share price so a broader gamut of investors can put their money to work.</p><p>Third, Wall Street remembers what happened the last time Tesla announced a stock split. The company&#39;s 5-for-1 split announcement on Aug. 11, 2020, led to a greater than 60% rally in shares in the 20 days leading up to the split. It&#39;s possible another strong rally could occur if the company were to split its stock again.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High-Flying Stocks May Follow Alphabet and Enact a Stock Split</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High-Flying Stocks May Follow Alphabet and Enact a Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 14:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/08/3-stocks-may-follow-alphabet-and-enact-stock-split/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the midst of earnings season, perhaps the biggest jaw-dropping news event of all was the announcement from Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), the parent company of internet search engine Google ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/08/3-stocks-may-follow-alphabet-and-enact-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","AMZN":"亚马逊","BK4561":"索罗斯持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","AZO":"汽车地带","BK4514":"搜索引擎","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","GOOGL":"谷歌A","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4214":"汽车零售","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","GOOG":"谷歌","BK4525":"远程办公概念","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓"},"source_url":"https://www.fool.com/investing/2022/02/08/3-stocks-may-follow-alphabet-and-enact-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209889395","content_text":"In the midst of earnings season, perhaps the biggest jaw-dropping news event of all was the announcement from Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), the parent company of internet search engine Google and popular streaming platform YouTube, that it would be enacting a 20-for-1 stock split.Assuming shareholders vote in favor of the split (and there's no reason to suggest they won't), each share of Alphabet's stock would be valued around $143, post-split, by mid-July. That's down from a close this past weekend of almost $2,866 a share (for the Class A shares, GOOGL).Image source: Getty Images.The skinny on stock splitsA stock split is a way for a publicly traded company to alter its share price and outstanding share count without affecting its market value. For example, if a company's shares were trading at $400, and said company enacted a 4-for-1 stock split, shareholders would receive three additional shares for each share they already owned. Thus, if you had 10 shares at $400, you'd own 40 shares at $100 after the 4-for-1 split. The market value of the investment hasn't changed (both are still $400 total investments), but share price and shares outstanding have been adjusted.This common type of stock split, known as a forward split, tends to get investors excited for two reasons. First, forward stock splits make shares more nominally affordable for retail investors. Even though some brokerages allow users to buy fractional shares, this isn't the case with every online brokerage. It's a lot more palatable for investors to purchase a single share of Alphabet around $143 than it is to save up almost $2,900 to buy a single share now.Secondly, forward stock splits are almost always a sign of a successful business. A publicly traded company's share price wouldn't be high in the first place if it weren't executing well and innovating.Having watched numerous big-name companies receive a boost after announcing a stock split, the following three high-flying stocks may be next to follow in Alphabet's footsteps.Image source: Amazon.AmazonBelieve it or not, e-commerce giant Amazon (NASDAQ:AMZN) has actually split its stock three times since its initial public offering. However, all three of those splits occurred in a 15-month stretch between June 1998 and September 1999. With no split activity for more than 22 years, the kingpin of online retail now has a share price of $3,152. That's a prohibitively high cost for one share.The reason Amazon may jump at the opportunity to split its stock is simple: There's been a changing of the guard. As long as Jeff Bezos was CEO, it seemed unlikely that a stock split would be a consideration. But with Andy Jassy officially taking over the reins on July 5 of last year, the prospect of a split should be put back on the table. Jassy founded and led Amazon Web Services, the high-margin cloud infrastructure service segment that's No. 1 globally in cloud spending.Furthermore, a stock split may light a fire under Amazon's shares after a mixed fourth-quarter report. Even though shares responded very well to the company's fourth-quarter earnings release, the bulk of Amazon's profit during the quarter was due to its stake in electric-vehicle manufacturer Rivian. Meanwhile, sales guidance for the first quarter came in about $2 billion below Wall Street's forecast at the midpoint. A stock split announcement could help reassure Amazon shareholders that the company's long-term vision is still well intact.Image source: Getty Images.AutoZoneAnother high-flying stock that may be ripe for a stock split is automotive replacement parts chain AutoZone (NYSE:AZO). The company has split its stock twice since becoming a public company, but those splits occurred all the way back in January 1992 and April 1994. In the nearly 28 years since its last split, AutoZone's shares have crested above $2,000.If you're wondering why AutoZone hasn't split its shares in nearly 28 years, look no further than the company's shareholder return program. Although it doesn't pay a dividend, AutoZone's board has been aggressively repurchasing shares of its common stock for more than two decades.At the beginning of 1999, there were 150 million shares outstanding. But as of this year, AutoZone had just 20.6 million outstanding shares. Since commencing its share buyback program in 1998, the company repurchased more than 86% of its shares, with a cost of $29.2 billion. From a purely superficial standpoint, a forward stock split would seemingly erase the hard work management has put in to reduce the outstanding share count and make each remaining AutoZone share that much more valuable.But now could be the perfect time for the company's board to split its stock. With only 20.6 million shares left outstanding, AutoZone's buyback opportunities are narrowing. What's more, the company's lofty share price has significantly reduced its average daily trading volume over the past two decades. to stay on Wall Street's and retail investors' radars, a split could be a genius move that causes investors to stomp on the accelerator.A Tesla Model S charging. Image source: Tesla Motors.Tesla MotorsA third fast-paced stock that would be wise to follow in Alphabet's footsteps and enact a stock split is electric vehicle manufacturer Tesla Motors (NASDAQ:TSLA). Tesla has split its shares once (August 2020) since becoming a publicly traded company in 2010.There are three reasons a split would make sense for Tesla right now. To begin with, the previous stock split Tesla announced (5-for-1) came with its shares trading at $1,374. While they're a little bit below that figure at the moment (shares closed at $923 this past weekend), they did top $1,200 just five weeks earlier. Historic precedence would suggest a growing possibility of a split at these levels.Second, CEO Elon Musk is well aware that retail investors strongly believe in his innovation and the future of Tesla. It's in the best interest of Musk to ensure that retail investors have easy access to purchasing Tesla's stock. That means lowering the share price so a broader gamut of investors can put their money to work.Third, Wall Street remembers what happened the last time Tesla announced a stock split. The company's 5-for-1 split announcement on Aug. 11, 2020, led to a greater than 60% rally in shares in the 20 days leading up to the split. It's possible another strong rally could occur if the company were to split its stock again.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095600477,"gmtCreate":1644888038204,"gmtModify":1676533972223,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Singapore is going down...&nbsp;","listText":"Singapore is going down...&nbsp;","text":"Singapore is going down...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095600477","repostId":"1107282575","repostType":4,"repost":{"id":"1107282575","pubTimestamp":1644883614,"share":"https://www.laohu8.com/m/news/1107282575?lang=&edition=full","pubTime":"2022-02-15 08:06","market":"sg","language":"en","title":"Singapore Stock Market May Take Further Damage On Tuesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1107282575","media":"RTTNews","summary":"The Singapore stock market on Monday wrote a finish to the seven-day winning streak in which it had ","content":"<html><head></head><body><p>The Singapore stock market on Monday wrote a finish to the seven-day winning streak in which it had surged more than 180 points or 5.5 percent. The Straits Times Index sits just above the 3,420-point plateau and it the losses may accelerate on Tuesday.</p><p>The global forecast for the Asian markets is negative on concerns over a possible Russian invasion of Ukraine, although crude oil prices may limit the downside. The European and U.S. markets were down and the Asian bourses figure to open in similar fashion.</p><p>The STI finished modestly lower on Monday following losses from the industrials and a mixed picture from the financials.</p><p>For the day, the index dipped 7.75 points or 0.23 percent to finish at 3,421.20 after trading between 3,403.41 and 3,434.51. Volume was 1.62 billion shares worth 1.5 billion Singapore dollars. There were 318 decliners and 167 gainers.</p><p>Among the actives, Ascendas REIT tumbled 1.39 percent, while CapitaLand Integrated Commercial Trust and Yangzijiang Shipbuilding both tanked 1.44 percent, City Developments surrendered 1.38 percent, Comfort DelGro plummeted 2.05 percent, Dairy Farm International rallied 1.76 percent, DBS Group fell 0.13 percent, Genting Singapore declined 1.28 percent, Hongkong Land jumped 1.78 percent, Keppel Corp dropped 0.33 percent, Mapletree Commercial Trust skidded 1.09 percent, Mapletree Logistics Trust retreated 1.14 percent, Oversea-Chinese Banking Corporation was up 0.08 percent, SATS slumped 0.74 percent, SembCorp Industries weakened 0.82 percent, Singapore Airlines plunged 1.88 percent, Singapore Exchange eased 0.10 percent, Singapore Press Holdings sank 0.43 percent, Singapore Technologies Engineering stumbled 1.04 percent, United Overseas Bank collected 0.31 percent, Wilmar International spiked 2.02 percent and SingTel and Thai Beverage were unchanged.</p><p>The lead from Wall Street is soft as the major averages opened lower on Monday and spent most of the day in the red before ending modestly lower.</p><p>The Dow tumbled 171.89 points or 0.49 percent to finish at 34,566.17, while the NASDAQ eased 0.24 points or 0.00 percent to close at 13,790.92 and the S&amp;P 500 fell 16.97 points or 0.38 percent to end at 4,401.67.</p><p>The continued weakness on Wall Street came as traders kept a close eye on developments regarding the tensions between Ukraine and Russia. President Joe Biden spoke with Russian President Vladimir Putin over the weekend but there was little progress in defusing the situation.</p><p>Traders also remained wary about the outlook for monetary policy following mixed remarks by Federal Reserve officials, with interest rates expected to rise as soon as next month.</p><p>Crude oil prices rose sharply on Monday on rising concerns that Russia could attack Ukraine in the near future. West Texas Intermediate Crude oil futures for March ended higher by $2.36 or 2.5 percent at $95.46 a barrel, the highest settlement since September 2014.</p></body></html>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stock Market May Take Further Damage On Tuesday</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\">\nSingapore Stock Market May Take Further Damage On Tuesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 08:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3262604/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market on Monday wrote a finish to the seven-day winning streak in which it had surged more than 180 points or 5.5 percent. The Straits Times Index sits just above the 3,420-point ...</p>\n\n<a href=\"https://www.rttnews.com/3262604/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3262604/singapore-stock-market-may-take-further-damage-on-tuesday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107282575","content_text":"The Singapore stock market on Monday wrote a finish to the seven-day winning streak in which it had surged more than 180 points or 5.5 percent. The Straits Times Index sits just above the 3,420-point plateau and it the losses may accelerate on Tuesday.The global forecast for the Asian markets is negative on concerns over a possible Russian invasion of Ukraine, although crude oil prices may limit the downside. The European and U.S. markets were down and the Asian bourses figure to open in similar fashion.The STI finished modestly lower on Monday following losses from the industrials and a mixed picture from the financials.For the day, the index dipped 7.75 points or 0.23 percent to finish at 3,421.20 after trading between 3,403.41 and 3,434.51. Volume was 1.62 billion shares worth 1.5 billion Singapore dollars. There were 318 decliners and 167 gainers.Among the actives, Ascendas REIT tumbled 1.39 percent, while CapitaLand Integrated Commercial Trust and Yangzijiang Shipbuilding both tanked 1.44 percent, City Developments surrendered 1.38 percent, Comfort DelGro plummeted 2.05 percent, Dairy Farm International rallied 1.76 percent, DBS Group fell 0.13 percent, Genting Singapore declined 1.28 percent, Hongkong Land jumped 1.78 percent, Keppel Corp dropped 0.33 percent, Mapletree Commercial Trust skidded 1.09 percent, Mapletree Logistics Trust retreated 1.14 percent, Oversea-Chinese Banking Corporation was up 0.08 percent, SATS slumped 0.74 percent, SembCorp Industries weakened 0.82 percent, Singapore Airlines plunged 1.88 percent, Singapore Exchange eased 0.10 percent, Singapore Press Holdings sank 0.43 percent, Singapore Technologies Engineering stumbled 1.04 percent, United Overseas Bank collected 0.31 percent, Wilmar International spiked 2.02 percent and SingTel and Thai Beverage were unchanged.The lead from Wall Street is soft as the major averages opened lower on Monday and spent most of the day in the red before ending modestly lower.The Dow tumbled 171.89 points or 0.49 percent to finish at 34,566.17, while the NASDAQ eased 0.24 points or 0.00 percent to close at 13,790.92 and the S&P 500 fell 16.97 points or 0.38 percent to end at 4,401.67.The continued weakness on Wall Street came as traders kept a close eye on developments regarding the tensions between Ukraine and Russia. President Joe Biden spoke with Russian President Vladimir Putin over the weekend but there was little progress in defusing the situation.Traders also remained wary about the outlook for monetary policy following mixed remarks by Federal Reserve officials, with interest rates expected to rise as soon as next month.Crude oil prices rose sharply on Monday on rising concerns that Russia could attack Ukraine in the near future. West Texas Intermediate Crude oil futures for March ended higher by $2.36 or 2.5 percent at $95.46 a barrel, the highest settlement since September 2014.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9084654249,"gmtCreate":1650860226539,"gmtModify":1676534805309,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"It's at a 52-week low. Should we go in now or wait till after earnings? Hmm...&nbsp;","listText":"It's at a 52-week low. Should we go in now or wait till after earnings? Hmm...&nbsp;","text":"It's at a 52-week low. Should we go in now or wait till after earnings? Hmm...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084654249","repostId":"1122885835","repostType":4,"repost":{"id":"1122885835","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650856321,"share":"https://www.laohu8.com/m/news/1122885835?lang=&edition=full","pubTime":"2022-04-25 11:12","market":"us","language":"en","title":"Alphabet Earnings Preview: Google Ads Revenue Growth May Decelerate","url":"https://stock-news.laohu8.com/highlight/detail?id=1122885835","media":"Tiger Newspress","summary":"Google parent Alphabet is slated to report its first-quarter 2022 results after the market close on ","content":"<html><head></head><body><p>Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> is slated to report its first-quarter 2022 results after the market close on Tuesday, April 26.</p><p>Alphabet is projected to report earnings of $25.77 per share, which would represent a year-over-year decline of 1.9%. Meanwhile, the latest consensus estimate is calling for revenue of $56.26 billion, up 1.7% from the prior-year quarter.</p><p><b>Latest Results</b></p><p>Alphabet reported that for the quarter ending Dec. 31, 2021, it earned $30.69 a share, on revenue of $75.33 billion, compared to a profit of $22.30 a share, on sales of $56.9 billion in the year-ago period. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> smashed the estimates of Wall Street analysts, who had forecast the company to earn $27.24 a share, on $71.83 billion in revenue.</p><p>Alphabet said the majority of its revenue came from Google advertising, which included sales from search, YouTube ads, and Google network ads. Such advertising revenue totaled $61.2 billion, up from $46.2 billion in the fourth quarter of 2020.</p><p><b>Alphabet 2022 outlook</b></p><p>In terms of outlook by segment, Google Services saw year-on-year revenue growth in Q4 and for the full year of 2021, which continued to be driven by broad-based advertiser strength and strong consumer online activity. The year-on-year growth rate also reflected a benefit from lapping COVID-related weakness in 2020, which obviously will not be a factor in 2022.</p><p>With respect to Play, the underlying consumer spend and engagement trends remained healthy in the fourth quarter. That is said, in 2022, Google Play’s contribution to revenue growth will reflect the fee changes implemented from the third quarter of 2021.</p><p>Turning to Google Cloud, 2021 represented another year of substantial growth. While Cloud operating loss and operating margin improved in 2021. Alphabet said they plan to continue to invest aggressively in Cloud given the sizable market opportunity. Google remains focused on the longer-term path to profitability and, over time, operating loss and operating margin should benefit from increased scale.</p><p><b>Here&#39;s what to watch in Alphabet&#39;s upcoming report:</b></p><p>Alphabet&#39;s top-line growth in 1Q may not decelerate as sharply as that of other digital-ad players, such as Meta, Snap or Pinterest, given its more diversified business and strength in search ads, which could benefit more from reopenings than social-media ads.</p><p>Momentum in Google Cloud deals may continue to fuel order-backlog growth and drive a near-40% expansion in cloud-segment revenue this year. YouTube Ads revenue growth may decelerate as it laps a difficult 1H21 comparison, though exposure to the fast-growing connected-TV segment may partly offset the base effect.</p><p>Operating-margin improvement may hinge on the cloud segment, which had a minus 16% margin in 2021, well below that of Amazon AWS and Microsoft Azure. Ad pricing remains a tailwind for Alphabet&#39;s ad business, with margin expanding about 800 bps to 48% in 2021.</p><p>The earnings report, which is expected to be released on April 26, 2022, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.</p><p><b>EPS Growth Could Trail Revenue Growth in 2022</b></p><p>After last year&#39;s impressive growth, it would be unreasonable to expect GOOGL stock to maintain its FY21 growth cadence. As a result, we believe that investors are focusing on the company&#39;s GAAP EPS growth for FY22. Notably, Google is projected to achieve only a 3.2% increase in its EPS. However, revenue is expected to increase by 17.8%, while its EBIT margin is estimated to remain stable. Thus, Google would be using FY22 as an opportunity to ramp investments, as CFO Ruth Porat stressed in a recent conference:</p><blockquote>“So across the board, we&#39;re seeing opportunities, and we want to make sure we&#39;re setting ourselves up to continue to really extend that runway by investing where we see it makes sense. So you&#39;re going to see it really in OpEx and in CapEx.”</blockquote><p><b>YouTube Ads Growth May Have Moderated to Mid-20% Range</b></p><p>Despite Google&#39;s fundamentally strong business model, it has faced significant valuation headwinds from its digital ad peer and the industry. The market&#39;s attention has turned to the impact of the Russia-Ukraine conflict on the online ad market. Given Google&#39;s #1 position among its peers, investors&#39; concerns are justified. Furthermore, MKM Partners also highlighted the impact, as it added:</p><blockquote>&#34;We believe online ad companies are facing four incremental macro headwinds: direct impact of the Russia/Ukraine war; indirect impact and potential contagion from the war into Europe; soft brand ad spend, particularly around geopolitical content; and likely impact from soft consumer spend in Europe, driven by inflation and higher oil prices.&#34;</blockquote><p>Moreover, the EMEA region has consistently been a significant revenue driver for Google. The company reported that EMEA accounted for 30.6% of its FQ4&#39;21 revenue. Therefore, the market remains skittish over the region&#39;s impact, particularly in Europe.</p><p><b>Analyst Opinions:</b></p><p>According to Zacks consensus estimate, Alphabet is expected to post quarterly earnings of $25.49 per share in its upcoming report, which represents a year-over-year change of -3%. Revenues are expected to be $55.94 billion, up 22.7% from the year-ago quarter.</p><p>Bank of America increased their target price on Alphabet from $3,470 to $3,510 and gave the stock a “buy” rating in a report. Piper Sandler increased their target price on Alphabet from $3,150 to $3,475 and gave the stock an “overweight” rating in a report on February 2nd.</p><p>Tigress Financial increased their target price on Alphabet from $3,540 to $3,670 and gave the stock a “strong-buy” rating in a report on March 18th.</p><p>Finally, KeyCorp increased their target price on Alphabet from $3,090 to $3,400 and gave the stock an “overweight” rating in a report on February 2nd. Five equities research analysts have rated the stock with a hold rating, thirty-three have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $3,382.18.</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>Alphabet Earnings Preview: Google Ads Revenue Growth May Decelerate</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\">\nAlphabet Earnings Preview: Google Ads Revenue Growth May Decelerate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-25 11:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> is slated to report its first-quarter 2022 results after the market close on Tuesday, April 26.</p><p>Alphabet is projected to report earnings of $25.77 per share, which would represent a year-over-year decline of 1.9%. Meanwhile, the latest consensus estimate is calling for revenue of $56.26 billion, up 1.7% from the prior-year quarter.</p><p><b>Latest Results</b></p><p>Alphabet reported that for the quarter ending Dec. 31, 2021, it earned $30.69 a share, on revenue of $75.33 billion, compared to a profit of $22.30 a share, on sales of $56.9 billion in the year-ago period. <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> smashed the estimates of Wall Street analysts, who had forecast the company to earn $27.24 a share, on $71.83 billion in revenue.</p><p>Alphabet said the majority of its revenue came from Google advertising, which included sales from search, YouTube ads, and Google network ads. Such advertising revenue totaled $61.2 billion, up from $46.2 billion in the fourth quarter of 2020.</p><p><b>Alphabet 2022 outlook</b></p><p>In terms of outlook by segment, Google Services saw year-on-year revenue growth in Q4 and for the full year of 2021, which continued to be driven by broad-based advertiser strength and strong consumer online activity. The year-on-year growth rate also reflected a benefit from lapping COVID-related weakness in 2020, which obviously will not be a factor in 2022.</p><p>With respect to Play, the underlying consumer spend and engagement trends remained healthy in the fourth quarter. That is said, in 2022, Google Play’s contribution to revenue growth will reflect the fee changes implemented from the third quarter of 2021.</p><p>Turning to Google Cloud, 2021 represented another year of substantial growth. While Cloud operating loss and operating margin improved in 2021. Alphabet said they plan to continue to invest aggressively in Cloud given the sizable market opportunity. Google remains focused on the longer-term path to profitability and, over time, operating loss and operating margin should benefit from increased scale.</p><p><b>Here&#39;s what to watch in Alphabet&#39;s upcoming report:</b></p><p>Alphabet&#39;s top-line growth in 1Q may not decelerate as sharply as that of other digital-ad players, such as Meta, Snap or Pinterest, given its more diversified business and strength in search ads, which could benefit more from reopenings than social-media ads.</p><p>Momentum in Google Cloud deals may continue to fuel order-backlog growth and drive a near-40% expansion in cloud-segment revenue this year. YouTube Ads revenue growth may decelerate as it laps a difficult 1H21 comparison, though exposure to the fast-growing connected-TV segment may partly offset the base effect.</p><p>Operating-margin improvement may hinge on the cloud segment, which had a minus 16% margin in 2021, well below that of Amazon AWS and Microsoft Azure. Ad pricing remains a tailwind for Alphabet&#39;s ad business, with margin expanding about 800 bps to 48% in 2021.</p><p>The earnings report, which is expected to be released on April 26, 2022, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.</p><p><b>EPS Growth Could Trail Revenue Growth in 2022</b></p><p>After last year&#39;s impressive growth, it would be unreasonable to expect GOOGL stock to maintain its FY21 growth cadence. As a result, we believe that investors are focusing on the company&#39;s GAAP EPS growth for FY22. Notably, Google is projected to achieve only a 3.2% increase in its EPS. However, revenue is expected to increase by 17.8%, while its EBIT margin is estimated to remain stable. Thus, Google would be using FY22 as an opportunity to ramp investments, as CFO Ruth Porat stressed in a recent conference:</p><blockquote>“So across the board, we&#39;re seeing opportunities, and we want to make sure we&#39;re setting ourselves up to continue to really extend that runway by investing where we see it makes sense. So you&#39;re going to see it really in OpEx and in CapEx.”</blockquote><p><b>YouTube Ads Growth May Have Moderated to Mid-20% Range</b></p><p>Despite Google&#39;s fundamentally strong business model, it has faced significant valuation headwinds from its digital ad peer and the industry. The market&#39;s attention has turned to the impact of the Russia-Ukraine conflict on the online ad market. Given Google&#39;s #1 position among its peers, investors&#39; concerns are justified. Furthermore, MKM Partners also highlighted the impact, as it added:</p><blockquote>&#34;We believe online ad companies are facing four incremental macro headwinds: direct impact of the Russia/Ukraine war; indirect impact and potential contagion from the war into Europe; soft brand ad spend, particularly around geopolitical content; and likely impact from soft consumer spend in Europe, driven by inflation and higher oil prices.&#34;</blockquote><p>Moreover, the EMEA region has consistently been a significant revenue driver for Google. The company reported that EMEA accounted for 30.6% of its FQ4&#39;21 revenue. Therefore, the market remains skittish over the region&#39;s impact, particularly in Europe.</p><p><b>Analyst Opinions:</b></p><p>According to Zacks consensus estimate, Alphabet is expected to post quarterly earnings of $25.49 per share in its upcoming report, which represents a year-over-year change of -3%. Revenues are expected to be $55.94 billion, up 22.7% from the year-ago quarter.</p><p>Bank of America increased their target price on Alphabet from $3,470 to $3,510 and gave the stock a “buy” rating in a report. Piper Sandler increased their target price on Alphabet from $3,150 to $3,475 and gave the stock an “overweight” rating in a report on February 2nd.</p><p>Tigress Financial increased their target price on Alphabet from $3,540 to $3,670 and gave the stock a “strong-buy” rating in a report on March 18th.</p><p>Finally, KeyCorp increased their target price on Alphabet from $3,090 to $3,400 and gave the stock an “overweight” rating in a report on February 2nd. Five equities research analysts have rated the stock with a hold rating, thirty-three have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $3,382.18.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122885835","content_text":"Google parent Alphabet is slated to report its first-quarter 2022 results after the market close on Tuesday, April 26.Alphabet is projected to report earnings of $25.77 per share, which would represent a year-over-year decline of 1.9%. Meanwhile, the latest consensus estimate is calling for revenue of $56.26 billion, up 1.7% from the prior-year quarter.Latest ResultsAlphabet reported that for the quarter ending Dec. 31, 2021, it earned $30.69 a share, on revenue of $75.33 billion, compared to a profit of $22.30 a share, on sales of $56.9 billion in the year-ago period. Alphabet  smashed the estimates of Wall Street analysts, who had forecast the company to earn $27.24 a share, on $71.83 billion in revenue.Alphabet said the majority of its revenue came from Google advertising, which included sales from search, YouTube ads, and Google network ads. Such advertising revenue totaled $61.2 billion, up from $46.2 billion in the fourth quarter of 2020.Alphabet 2022 outlookIn terms of outlook by segment, Google Services saw year-on-year revenue growth in Q4 and for the full year of 2021, which continued to be driven by broad-based advertiser strength and strong consumer online activity. The year-on-year growth rate also reflected a benefit from lapping COVID-related weakness in 2020, which obviously will not be a factor in 2022.With respect to Play, the underlying consumer spend and engagement trends remained healthy in the fourth quarter. That is said, in 2022, Google Play’s contribution to revenue growth will reflect the fee changes implemented from the third quarter of 2021.Turning to Google Cloud, 2021 represented another year of substantial growth. While Cloud operating loss and operating margin improved in 2021. Alphabet said they plan to continue to invest aggressively in Cloud given the sizable market opportunity. Google remains focused on the longer-term path to profitability and, over time, operating loss and operating margin should benefit from increased scale.Here's what to watch in Alphabet's upcoming report:Alphabet's top-line growth in 1Q may not decelerate as sharply as that of other digital-ad players, such as Meta, Snap or Pinterest, given its more diversified business and strength in search ads, which could benefit more from reopenings than social-media ads.Momentum in Google Cloud deals may continue to fuel order-backlog growth and drive a near-40% expansion in cloud-segment revenue this year. YouTube Ads revenue growth may decelerate as it laps a difficult 1H21 comparison, though exposure to the fast-growing connected-TV segment may partly offset the base effect.Operating-margin improvement may hinge on the cloud segment, which had a minus 16% margin in 2021, well below that of Amazon AWS and Microsoft Azure. Ad pricing remains a tailwind for Alphabet's ad business, with margin expanding about 800 bps to 48% in 2021.The earnings report, which is expected to be released on April 26, 2022, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.EPS Growth Could Trail Revenue Growth in 2022After last year's impressive growth, it would be unreasonable to expect GOOGL stock to maintain its FY21 growth cadence. As a result, we believe that investors are focusing on the company's GAAP EPS growth for FY22. Notably, Google is projected to achieve only a 3.2% increase in its EPS. However, revenue is expected to increase by 17.8%, while its EBIT margin is estimated to remain stable. Thus, Google would be using FY22 as an opportunity to ramp investments, as CFO Ruth Porat stressed in a recent conference:“So across the board, we're seeing opportunities, and we want to make sure we're setting ourselves up to continue to really extend that runway by investing where we see it makes sense. So you're going to see it really in OpEx and in CapEx.”YouTube Ads Growth May Have Moderated to Mid-20% RangeDespite Google's fundamentally strong business model, it has faced significant valuation headwinds from its digital ad peer and the industry. The market's attention has turned to the impact of the Russia-Ukraine conflict on the online ad market. Given Google's #1 position among its peers, investors' concerns are justified. Furthermore, MKM Partners also highlighted the impact, as it added:\"We believe online ad companies are facing four incremental macro headwinds: direct impact of the Russia/Ukraine war; indirect impact and potential contagion from the war into Europe; soft brand ad spend, particularly around geopolitical content; and likely impact from soft consumer spend in Europe, driven by inflation and higher oil prices.\"Moreover, the EMEA region has consistently been a significant revenue driver for Google. The company reported that EMEA accounted for 30.6% of its FQ4'21 revenue. Therefore, the market remains skittish over the region's impact, particularly in Europe.Analyst Opinions:According to Zacks consensus estimate, Alphabet is expected to post quarterly earnings of $25.49 per share in its upcoming report, which represents a year-over-year change of -3%. Revenues are expected to be $55.94 billion, up 22.7% from the year-ago quarter.Bank of America increased their target price on Alphabet from $3,470 to $3,510 and gave the stock a “buy” rating in a report. Piper Sandler increased their target price on Alphabet from $3,150 to $3,475 and gave the stock an “overweight” rating in a report on February 2nd.Tigress Financial increased their target price on Alphabet from $3,540 to $3,670 and gave the stock a “strong-buy” rating in a report on March 18th.Finally, KeyCorp increased their target price on Alphabet from $3,090 to $3,400 and gave the stock an “overweight” rating in a report on February 2nd. Five equities research analysts have rated the stock with a hold rating, thirty-three have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus target price of $3,382.18.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4103864033944460","authorId":"4103864033944460","name":"PaperPlay","avatar":"https://community-static.tradeup.com/news/f9bd8cbd182d6cb24667a31115671409","crmLevel":4,"crmLevelSwitch":0},"content":"Truthful it depends on how much buying power & holding power each investor have. End of the day, like all resources, $ is limited.","text":"Truthful it depends on how much buying power & holding power each investor have. End of the day, like all resources, $ is limited.","html":"Truthful it depends on how much buying power & holding power each investor have. End of the day, like all resources, $ is limited."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026013672,"gmtCreate":1653294930996,"gmtModify":1676535255223,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03988\">$BANK OF CHINA(03988)$</a>&nbsp;Steady as it goes.&nbsp;","listText":"<a href=\"https://ttm.financial/S/03988\">$BANK OF CHINA(03988)$</a>&nbsp;Steady as it goes.&nbsp;","text":"$BANK OF CHINA(03988)$ Steady as it goes.","images":[{"img":"https://community-static.tradeup.com/news/dd700212beb7acf6ab23dd0cbfa002a8","width":"1096","height":"3145"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026013672","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089467786,"gmtCreate":1650024291380,"gmtModify":1676534630896,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Bad business.&nbsp;","listText":"Bad business.&nbsp;","text":"Bad business.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089467786","repostId":"1137462158","repostType":4,"repost":{"id":"1137462158","pubTimestamp":1650036589,"share":"https://www.laohu8.com/m/news/1137462158?lang=&edition=full","pubTime":"2022-04-15 23:29","market":"us","language":"en","title":"Twitter Stock Could Crash 20%, Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1137462158","media":"InvestorPlace","summary":"Investors in social media platform Twitter  have seen some pretty impressive volatility play out. Th","content":"<html><head></head><body><p>Investors in social media platform <a href=\"https://laohu8.com/S/TWTR\">Twitter </a> have seen some pretty impressive volatility play out. The price action with TWTR stock has provided traders with the kind of volatility they like to see. However, for longer-term investors, this directional move may not be so positive.</p><p>Shares of Twitter stock jumped 3.5% in aftermarket trading. This came on news that celebrity CEO Elon Musk had put forward a buyout offer for the entire company. Previously, Musk purchased 9.1% of the company in a series of surprise purchases over the course of the past few weeks. Accordingly, this move to buy the company has created a lot of buzz.</p><p>That said, the market appears to be calling “nonsense” with this move. It’s worth noting that TWTR stock did trade above $70 per share during the previous rally. Accordingly, a $54.20 offer for the entire company may simply not be enough to get this deal done. Additionally, Musk’s asserting that this offer is “best and final” doesn’t appear to bode well for a buyout happening in the near term.</p><p>In addition to this saga, there’s some chatter around why this offer could be a net negative for the social media platform. Let’s dive into why some are suggesting Twitter could crash 20% from here.</p><p><b>Analyst Suggests TWTR Stock Could Crash 20%</b></p><p>This buyout offer from Musk paints Twitter in a corner. At least, that’s what Jeffries analyst Brent Thill thinks.</p><p>Thill suggests in a research note that should Twitter reject Musk’s offer, which is what’s anticipated to happen (at least what the market is pricing in), then Twitter stock could have substantial downside from here. This analyst believes the downside correlated with the rejection of Musk’s bid could approximate 20% or more.</p><p>Much of that has to do with how high TWTR stock has already run prior to this announcement. Having Elon Musk as an investor appears to have been reason enough for many retail investors to jump on board. Accordingly, the rejection of this offer could lead to Musk offloading his position and the company needing to seek out additional bids.</p><p>While Thill does think a strategy consortium of buyers could present themselves in the event this stock sells off after rejecting Musk’s offer, volatility is likely to remain high with this stock for some time.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Twitter Stock Could Crash 20%, Here’s Why</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\">\nTwitter Stock Could Crash 20%, Here’s Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-15 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/twitter-twtr-stock-could-crash-20-heres-why/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors in social media platform Twitter  have seen some pretty impressive volatility play out. The price action with TWTR stock has provided traders with the kind of volatility they like to see. ...</p>\n\n<a href=\"https://investorplace.com/2022/04/twitter-twtr-stock-could-crash-20-heres-why/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://investorplace.com/2022/04/twitter-twtr-stock-could-crash-20-heres-why/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137462158","content_text":"Investors in social media platform Twitter  have seen some pretty impressive volatility play out. The price action with TWTR stock has provided traders with the kind of volatility they like to see. However, for longer-term investors, this directional move may not be so positive.Shares of Twitter stock jumped 3.5% in aftermarket trading. This came on news that celebrity CEO Elon Musk had put forward a buyout offer for the entire company. Previously, Musk purchased 9.1% of the company in a series of surprise purchases over the course of the past few weeks. Accordingly, this move to buy the company has created a lot of buzz.That said, the market appears to be calling “nonsense” with this move. It’s worth noting that TWTR stock did trade above $70 per share during the previous rally. Accordingly, a $54.20 offer for the entire company may simply not be enough to get this deal done. Additionally, Musk’s asserting that this offer is “best and final” doesn’t appear to bode well for a buyout happening in the near term.In addition to this saga, there’s some chatter around why this offer could be a net negative for the social media platform. Let’s dive into why some are suggesting Twitter could crash 20% from here.Analyst Suggests TWTR Stock Could Crash 20%This buyout offer from Musk paints Twitter in a corner. At least, that’s what Jeffries analyst Brent Thill thinks.Thill suggests in a research note that should Twitter reject Musk’s offer, which is what’s anticipated to happen (at least what the market is pricing in), then Twitter stock could have substantial downside from here. This analyst believes the downside correlated with the rejection of Musk’s bid could approximate 20% or more.Much of that has to do with how high TWTR stock has already run prior to this announcement. Having Elon Musk as an investor appears to have been reason enough for many retail investors to jump on board. Accordingly, the rejection of this offer could lead to Musk offloading his position and the company needing to seek out additional bids.While Thill does think a strategy consortium of buyers could present themselves in the event this stock sells off after rejecting Musk’s offer, volatility is likely to remain high with this stock for some time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007860869,"gmtCreate":1642826397939,"gmtModify":1676533750957,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Doom and gloom.&nbsp;","listText":"Doom and gloom.&nbsp;","text":"Doom and gloom.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007860869","repostId":"2205441860","repostType":4,"repost":{"id":"2205441860","pubTimestamp":1642808308,"share":"https://www.laohu8.com/m/news/2205441860?lang=&edition=full","pubTime":"2022-01-22 07:38","market":"us","language":"en","title":"Why I Sold These 3 High-Growth Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2205441860","media":"Motley Fool","summary":"I recently sold my shares of Snap, Palantir, and Bumble. Let's explore the reasons I pulled the trigger on the sales.","content":"<html><head></head><body><p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company&#39;s future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.</p><p>Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in <b>Snap</b> (NYSE:SNAP) and <b>Palantir</b> (NYSE:PLTR), but I took a net loss on <b>Bumble</b> (NASDAQ:BMBL).</p><p>Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.</p><p><img src=\"https://static.tigerbbs.com/869992e71713ee11433514b27cb91bce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Snap</h2><p>Snap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.</p><p>But over the past year, several red flags appeared. It vastly underestimated the impact of<b> Apple</b>&#39;s privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine <b>ByteDance</b>&#39;s TikTok with Spotlight&#39;s short videos.</p><p>Snap&#39;s third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn&#39;t achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn&#39;t withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple&#39;s iOS changes.</p><p>Over the past three months, Snap&#39;s insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won&#39;t end anytime soon.</p><p>Snap might seem reasonably valued now at 10 times next year&#39;s sales, especially if it meets analysts&#39; estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.</p><h2>2. Palantir</h2><p>Palantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.</p><p>At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.</p><p>But Palantir also has some glaring problems. It&#39;s deeply unprofitable but still trades at 15 times next year&#39;s sales, which leaves it highly exposed to rising inflation and higher interest rates. It&#39;s also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.</p><p>The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as <b>Alteryx</b> or <b>Splunk, </b>instead of its Foundry platform.</p><p>Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.</p><h2>3. Bumble</h2><p>After defending Bumble for nearly a year, I finally realized that the online dating company&#39;s weaknesses outweighed its strengths. The growth of Bumble&#39;s namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.</p><p>Last quarter, Bumble&#39;s total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, <b>Match Group</b>&#39;s (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.</p><p>Bumble also remains unprofitable, and it&#39;s shouldering <i>more than twice</i> as much debt as its total cash and equivalents. At the same time, it&#39;s pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.</p><p>Those plans probably won&#39;t widen Bumble&#39;s moat against Match&#39;s portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.</p><p>Bumble expects its revenue to grow 31% to 32% this fiscal year, but that&#39;s only a bit faster than Match&#39;s projected revenue growth rate of 25%. Bumble&#39;s stock might seem reasonably valued at six times next year&#39;s sales, but it probably won&#39;t command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.</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>Why I Sold These 3 High-Growth Tech Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Sold These 3 High-Growth Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4549":"软银资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","MTCH":"Match Group, Inc.","BK4023":"应用软件","BK4554":"元宇宙及AR概念","PLTR":"Palantir Technologies Inc.","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BMBL":"Bumble Inc.","AAPL":"苹果","BK4508":"社交媒体","BK4543":"AI","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","SNAP":"Snap Inc","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓"},"source_url":"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205441860","content_text":"Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in Snap (NYSE:SNAP) and Palantir (NYSE:PLTR), but I took a net loss on Bumble (NASDAQ:BMBL).Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.Image source: Getty Images.1. SnapSnap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.But over the past year, several red flags appeared. It vastly underestimated the impact of Apple's privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine ByteDance's TikTok with Spotlight's short videos.Snap's third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn't achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn't withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple's iOS changes.Over the past three months, Snap's insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won't end anytime soon.Snap might seem reasonably valued now at 10 times next year's sales, especially if it meets analysts' estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.2. PalantirPalantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.But Palantir also has some glaring problems. It's deeply unprofitable but still trades at 15 times next year's sales, which leaves it highly exposed to rising inflation and higher interest rates. It's also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as Alteryx or Splunk, instead of its Foundry platform.Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.3. BumbleAfter defending Bumble for nearly a year, I finally realized that the online dating company's weaknesses outweighed its strengths. The growth of Bumble's namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.Last quarter, Bumble's total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, Match Group's (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.Bumble also remains unprofitable, and it's shouldering more than twice as much debt as its total cash and equivalents. At the same time, it's pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.Those plans probably won't widen Bumble's moat against Match's portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.Bumble expects its revenue to grow 31% to 32% this fiscal year, but that's only a bit faster than Match's projected revenue growth rate of 25%. Bumble's stock might seem reasonably valued at six times next year's sales, but it probably won't command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004203629,"gmtCreate":1642602409568,"gmtModify":1676533726372,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Hoodelins ya humailin.&nbsp;","listText":"Hoodelins ya humailin.&nbsp;","text":"Hoodelins ya humailin.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004203629","repostId":"1163758681","repostType":4,"repost":{"id":"1163758681","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642597315,"share":"https://www.laohu8.com/m/news/1163758681?lang=&edition=full","pubTime":"2022-01-19 21:01","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday","url":"https://stock-news.laohu8.com/highlight/detail?id=1163758681","media":"Tiger Newspress","summary":"Upbeat results from Morgan Stanley and Bank of America pushed U.S. stock index futures higher on Wed","content":"<html><head></head><body><p>Upbeat results from Morgan Stanley and Bank of America pushed U.S. stock index futures higher on Wednesday, partially righting a wobbly start to the fourth-quarter earnings reporting season, while Big Tech stocks also looked set to make a comeback.</p><p>At 8:00 a.m. ET, Dow E-minis were up 76 points, or 0.22%, S&amp;P 500 E-minis were up 13.5 points, or 0.3% and Nasdaq 100 E-minis were up 59.25 points, or 0.39%.</p><p><img src=\"https://static.tigerbbs.com/97f0a47faf9374981a7223d239b2bf8f\" tg-width=\"1080\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/>Shares of beaten-down megacap growth companies, including <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a>, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a>, <a href=\"https://laohu8.com/S/FB\">Meta Platforms Inc</a> and Netflix Inc , rose up to 1%.</p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><a href=\"https://laohu8.com/S/BAC\"><b>Bank of America</a> </b>– Bank of America shares rallied 3.2% in the premarket after it beat estimates by 6 cents with a quarterly profit of 82 cents per share. Revenue was slightly below forecasts, but the bank’s overall performance was helped by strength in investment banking.</p><p><a href=\"https://laohu8.com/S/UNH\"><b>UnitedHealth Group</a></b> – UnitedHealth earned an adjusted $4.48 per share for the fourth quarter, 17 cents above estimates, and the health insurer’s revenue also topped forecasts. UnitedHealth saw particular strength from its Optum unit’s drug benefits management business.</p><p><a href=\"https://laohu8.com/S/MS\"><b>Morgan Stanley</a> </b>– Morgan Stanley jumped 3.5% in the premarket after beating estimates by 10 cents with a quarterly profit of $2.01 per share, and revenue essentially in line with forecasts. Results got a boost from robust deal advisory fees on a very active quarter for merger and acquisition deals.</p><p><a href=\"https://laohu8.com/S/PG\"><b>Procter &amp; Gamble</a></b> – P&amp;G added 1% in the premarket after beating estimates on the top and bottom lines for its fiscal second quarter and raising its organic growth outlook. P&amp;G beat estimates by a penny with a profit of $1.66 per share, as consumers shrugged off price hikes for the company’s household staples.</p><p><a href=\"https://laohu8.com/S/SONY\"><b>Sony</a></b> – Sony fell 3.9% in premarket trading on top of a 7.2% skid Tuesday. The drop followed news ofMicrosoft’s (MSFT) deal to buy video game makerActivision Blizzard(ATVI) for $68.7 billion, a transaction that would increase competitive pressure on Sony’s PlayStation operation.</p><p><a href=\"https://laohu8.com/S/ADS\"><b>Alliance Data Systems</a> </b>– Alliance Data lost 1.7% in premarket action, following news that warehouse retailerBJ’s Wholesale(BJ) is moving its co-branded credit card account toCapital One(COF). Alliance is also being sued by BJ’s, which claims the store credit card specialist is slowing down the transfer process. Alliance said it believes it is in full compliance with its contract.</p><p><a href=\"https://laohu8.com/S/SOFI\"><b>SoFi Technologies</a> </b>– SoFi surged 18% in premarket action after the financial technology company won regulatory approval to become a bank holding company.</p><p><a href=\"https://laohu8.com/S/ZGNX\"><b>Zogenix</a></b> – Zogenix soared 65.9% in the premarket after agreeing to be acquired by Brussels-based biopharmaceutical company UCB for $26 dollars per share, compared with the $15.64 Tuesday closing price for Zogenix. UCB would also pay an extra $2 per share if the Zogenix drug fintepla – a treatment for a rare type of epilepsy – wins EU approval by the end of 2023.</p><p><a href=\"https://laohu8.com/S/TGNA\"><b>Tegna</a> </b>– Tegna is close to finalizing a $9 billion deal to be bought out by private equity firms Apollo Global Management and Standard General, according to sources familiar with the situation who spoke to the New York Post. The paper said the TV station operator was initially holding out for a roughly $500 breakup fee if the deal did not receive FCC approval in a timely manner, but has now backed off that demand. Tegna rallied 4.9% in the premarket.</p><p><a href=\"https://laohu8.com/S/ASML\"><b>ASML</a> </b>– ASML shares rose after reporting a better-than-expected fourth-quarter profit. The Dutch chipmaker also issued an upbeat 2022 sales growth forecast, with shares adding 2.2% in premarket trading.</p><p><a href=\"https://laohu8.com/S/PSON\"><b>Pearson</a></b> – Pearson raised its full-year forecast amid strength across its education publishing portfolio and better-than-expected prospects for U.S. higher education courseware. Pearson shares jumped 7.2% in the premarket.</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>Toplines Before US Market Open on Wednesday</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\">\nToplines Before US Market Open on Wednesday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-19 21:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Upbeat results from Morgan Stanley and Bank of America pushed U.S. stock index futures higher on Wednesday, partially righting a wobbly start to the fourth-quarter earnings reporting season, while Big Tech stocks also looked set to make a comeback.</p><p>At 8:00 a.m. ET, Dow E-minis were up 76 points, or 0.22%, S&amp;P 500 E-minis were up 13.5 points, or 0.3% and Nasdaq 100 E-minis were up 59.25 points, or 0.39%.</p><p><img src=\"https://static.tigerbbs.com/97f0a47faf9374981a7223d239b2bf8f\" tg-width=\"1080\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/>Shares of beaten-down megacap growth companies, including <a href=\"https://laohu8.com/S/AAPL\">Apple Inc</a>, <a href=\"https://laohu8.com/S/MSFT\">Microsoft Corp</a>, <a href=\"https://laohu8.com/S/GOOGL\">Alphabet Inc</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a>, <a href=\"https://laohu8.com/S/FB\">Meta Platforms Inc</a> and Netflix Inc , rose up to 1%.</p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><a href=\"https://laohu8.com/S/BAC\"><b>Bank of America</a> </b>– Bank of America shares rallied 3.2% in the premarket after it beat estimates by 6 cents with a quarterly profit of 82 cents per share. Revenue was slightly below forecasts, but the bank’s overall performance was helped by strength in investment banking.</p><p><a href=\"https://laohu8.com/S/UNH\"><b>UnitedHealth Group</a></b> – UnitedHealth earned an adjusted $4.48 per share for the fourth quarter, 17 cents above estimates, and the health insurer’s revenue also topped forecasts. UnitedHealth saw particular strength from its Optum unit’s drug benefits management business.</p><p><a href=\"https://laohu8.com/S/MS\"><b>Morgan Stanley</a> </b>– Morgan Stanley jumped 3.5% in the premarket after beating estimates by 10 cents with a quarterly profit of $2.01 per share, and revenue essentially in line with forecasts. Results got a boost from robust deal advisory fees on a very active quarter for merger and acquisition deals.</p><p><a href=\"https://laohu8.com/S/PG\"><b>Procter &amp; Gamble</a></b> – P&amp;G added 1% in the premarket after beating estimates on the top and bottom lines for its fiscal second quarter and raising its organic growth outlook. P&amp;G beat estimates by a penny with a profit of $1.66 per share, as consumers shrugged off price hikes for the company’s household staples.</p><p><a href=\"https://laohu8.com/S/SONY\"><b>Sony</a></b> – Sony fell 3.9% in premarket trading on top of a 7.2% skid Tuesday. The drop followed news ofMicrosoft’s (MSFT) deal to buy video game makerActivision Blizzard(ATVI) for $68.7 billion, a transaction that would increase competitive pressure on Sony’s PlayStation operation.</p><p><a href=\"https://laohu8.com/S/ADS\"><b>Alliance Data Systems</a> </b>– Alliance Data lost 1.7% in premarket action, following news that warehouse retailerBJ’s Wholesale(BJ) is moving its co-branded credit card account toCapital One(COF). Alliance is also being sued by BJ’s, which claims the store credit card specialist is slowing down the transfer process. Alliance said it believes it is in full compliance with its contract.</p><p><a href=\"https://laohu8.com/S/SOFI\"><b>SoFi Technologies</a> </b>– SoFi surged 18% in premarket action after the financial technology company won regulatory approval to become a bank holding company.</p><p><a href=\"https://laohu8.com/S/ZGNX\"><b>Zogenix</a></b> – Zogenix soared 65.9% in the premarket after agreeing to be acquired by Brussels-based biopharmaceutical company UCB for $26 dollars per share, compared with the $15.64 Tuesday closing price for Zogenix. UCB would also pay an extra $2 per share if the Zogenix drug fintepla – a treatment for a rare type of epilepsy – wins EU approval by the end of 2023.</p><p><a href=\"https://laohu8.com/S/TGNA\"><b>Tegna</a> </b>– Tegna is close to finalizing a $9 billion deal to be bought out by private equity firms Apollo Global Management and Standard General, according to sources familiar with the situation who spoke to the New York Post. The paper said the TV station operator was initially holding out for a roughly $500 breakup fee if the deal did not receive FCC approval in a timely manner, but has now backed off that demand. Tegna rallied 4.9% in the premarket.</p><p><a href=\"https://laohu8.com/S/ASML\"><b>ASML</a> </b>– ASML shares rose after reporting a better-than-expected fourth-quarter profit. The Dutch chipmaker also issued an upbeat 2022 sales growth forecast, with shares adding 2.2% in premarket trading.</p><p><a href=\"https://laohu8.com/S/PSON\"><b>Pearson</a></b> – Pearson raised its full-year forecast amid strength across its education publishing portfolio and better-than-expected prospects for U.S. higher education courseware. Pearson shares jumped 7.2% in the premarket.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","SONY":"索尼",".SPX":"S&P 500 Index",".DJI":"道琼斯","MS":"摩根士丹利","BAC":"美国银行","PG":"宝洁","SOFI":"SoFi Technologies Inc.",".IXIC":"NASDAQ Composite","UNH":"联合健康","ZGNX":"Zogenix"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163758681","content_text":"Upbeat results from Morgan Stanley and Bank of America pushed U.S. stock index futures higher on Wednesday, partially righting a wobbly start to the fourth-quarter earnings reporting season, while Big Tech stocks also looked set to make a comeback.At 8:00 a.m. ET, Dow E-minis were up 76 points, or 0.22%, S&P 500 E-minis were up 13.5 points, or 0.3% and Nasdaq 100 E-minis were up 59.25 points, or 0.39%.Shares of beaten-down megacap growth companies, including Apple Inc, Microsoft Corp, Alphabet Inc, Tesla Inc, Meta Platforms Inc and Netflix Inc , rose up to 1%.Stocks making the biggest moves in the premarket:Bank of America – Bank of America shares rallied 3.2% in the premarket after it beat estimates by 6 cents with a quarterly profit of 82 cents per share. Revenue was slightly below forecasts, but the bank’s overall performance was helped by strength in investment banking.UnitedHealth Group – UnitedHealth earned an adjusted $4.48 per share for the fourth quarter, 17 cents above estimates, and the health insurer’s revenue also topped forecasts. UnitedHealth saw particular strength from its Optum unit’s drug benefits management business.Morgan Stanley – Morgan Stanley jumped 3.5% in the premarket after beating estimates by 10 cents with a quarterly profit of $2.01 per share, and revenue essentially in line with forecasts. Results got a boost from robust deal advisory fees on a very active quarter for merger and acquisition deals.Procter & Gamble – P&G added 1% in the premarket after beating estimates on the top and bottom lines for its fiscal second quarter and raising its organic growth outlook. P&G beat estimates by a penny with a profit of $1.66 per share, as consumers shrugged off price hikes for the company’s household staples.Sony – Sony fell 3.9% in premarket trading on top of a 7.2% skid Tuesday. The drop followed news ofMicrosoft’s (MSFT) deal to buy video game makerActivision Blizzard(ATVI) for $68.7 billion, a transaction that would increase competitive pressure on Sony’s PlayStation operation.Alliance Data Systems – Alliance Data lost 1.7% in premarket action, following news that warehouse retailerBJ’s Wholesale(BJ) is moving its co-branded credit card account toCapital One(COF). Alliance is also being sued by BJ’s, which claims the store credit card specialist is slowing down the transfer process. Alliance said it believes it is in full compliance with its contract.SoFi Technologies – SoFi surged 18% in premarket action after the financial technology company won regulatory approval to become a bank holding company.Zogenix – Zogenix soared 65.9% in the premarket after agreeing to be acquired by Brussels-based biopharmaceutical company UCB for $26 dollars per share, compared with the $15.64 Tuesday closing price for Zogenix. UCB would also pay an extra $2 per share if the Zogenix drug fintepla – a treatment for a rare type of epilepsy – wins EU approval by the end of 2023.Tegna – Tegna is close to finalizing a $9 billion deal to be bought out by private equity firms Apollo Global Management and Standard General, according to sources familiar with the situation who spoke to the New York Post. The paper said the TV station operator was initially holding out for a roughly $500 breakup fee if the deal did not receive FCC approval in a timely manner, but has now backed off that demand. Tegna rallied 4.9% in the premarket.ASML – ASML shares rose after reporting a better-than-expected fourth-quarter profit. The Dutch chipmaker also issued an upbeat 2022 sales growth forecast, with shares adding 2.2% in premarket trading.Pearson – Pearson raised its full-year forecast amid strength across its education publishing portfolio and better-than-expected prospects for U.S. higher education courseware. Pearson shares jumped 7.2% in the premarket.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914056409,"gmtCreate":1665143580002,"gmtModify":1676537563574,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Lol 22x forward PE is still overvalued. The entire market was overpriced for the past 5 years, so saying the average in that period was 24x means nothing. I will only buy when PE is 20 or under.","listText":"Lol 22x forward PE is still overvalued. The entire market was overpriced for the past 5 years, so saying the average in that period was 24x means nothing. I will only buy when PE is 20 or under.","text":"Lol 22x forward PE is still overvalued. The entire market was overpriced for the past 5 years, so saying the average in that period was 24x means nothing. I will only buy when PE is 20 or under.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914056409","repostId":"2273803113","repostType":2,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948733935,"gmtCreate":1680788152128,"gmtModify":1680788156385,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"LOL @ all the delusional people in the comments. Yall clearly haven't been through a financial crisis and it shows. Naively overconfident on the stock market with its insane multiples.","listText":"LOL @ all the delusional people in the comments. Yall clearly haven't been through a financial crisis and it shows. Naively overconfident on the stock market with its insane multiples.","text":"LOL @ all the delusional people in the comments. Yall clearly haven't been through a financial crisis and it shows. Naively overconfident on the stock market with its insane multiples.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948733935","repostId":"1114555542","repostType":2,"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060841489,"gmtCreate":1651128406994,"gmtModify":1676534855750,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>This was a good call. Good earnings play just like my Microsoft position.&nbsp;","listText":"<a href=\"https://ttm.financial/S/FB\">$Meta Platforms, Inc.(FB)$</a>This was a good call. Good earnings play just like my Microsoft position.&nbsp;","text":"$Meta Platforms, Inc.(FB)$This was a good call. Good earnings play just like my Microsoft position.","images":[{"img":"https://community-static.tradeup.com/news/b0585602e555754378b79a060a1d4e3e","width":"1096","height":"1948"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060841489","isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9086678921,"gmtCreate":1650456417184,"gmtModify":1676534727604,"author":{"id":"4092410761566010","authorId":"4092410761566010","name":"jerryang17","avatar":"https://static.tigerbbs.com/1eb61373cf0be973dd9dc7f072c54352","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"$Netflix(NFLX)$ down another 27%. FAANG stocks are now just AGA stocks, with the death of Facebook and Netflix's growth story.&nbsp;","listText":"$Netflix(NFLX)$ down another 27%. FAANG stocks are now just AGA stocks, with the death of Facebook and Netflix's growth story.&nbsp;","text":"$Netflix(NFLX)$ down another 27%. FAANG stocks are now just AGA stocks, with the death of Facebook and Netflix's growth story.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086678921","repostId":"1117782305","repostType":4,"repost":{"id":"1117782305","pubTimestamp":1650452772,"share":"https://www.laohu8.com/m/news/1117782305?lang=&edition=full","pubTime":"2022-04-20 19:06","market":"us","language":"en","title":"21 Stocks Moving in Wednesday's Pre-Market Session","url":"https://stock-news.laohu8.com/highlight/detail?id=1117782305","media":"Benzinga","summary":"GainersClarus Therapeutics Holdings, Inc. rose 24.1% to $1.80 in pre-market trading after jumping ar","content":"<html><head></head><body><p><b>Gainers</b></p><ul><li><b>Clarus Therapeutics Holdings, Inc.</b> rose 24.1% to $1.80 in pre-market trading after jumping around 22% on Tuesday.</li><li><b>ToughBuilt Industries, Inc.</b> shares rose 19.7% to $0.2405 in pre-market trading. ToughBuilt Industries shares climbed 37% on Tuesday after the company said FY21 EPS results were higher than the previous year.</li><li><b>Energous Corporation</b> rose 14.1% to $1.22 in pre-market trading. Energous WattUp PowerBridge recently received regulatory approval in China for unlimited distance transmission for IoT applications.</li><li><b>Redbox Entertainment Inc.</b> rose 12.7% to $2.30 in pre-market trading. The company reported Friday in filing additional $50m in financing under credit agreement will be made available to the company.</li><li><b>Westwater Resources, Inc.</b> rose 11.7% to $1.82 in pre-market trading.</li><li><b>Aurora Mobile Limited</b> rose 11.2% to $1.19 in pre-market trading after the company said its subsidiary Wuhan SendCloud Technology Co., Ltd. has entered into a partnership with a market-leading global new energy vehicle manufacturer to provide email services to the automaker.</li><li><b>Camber Energy, Inc.</b> shares rose 9.6% to $1.08 in pre-market trading after dropping 6% on Tuesday.</li><li><b>Color Star Technology Co., Ltd.</b> rose 8.8% to $0.1653 in pre-market trading. Color Star Technology&#39;s Singaporean subsidiary, Color Metaverse, recently entered into an agreement with Versatile Music International to &#39;cooperate deeply with Versatile Music in the field of online digital entertainment.&#39;</li><li><b>IceCure Medical Ltd</b> rose 8.4% to $2.44 in pre-market trading.</li><li><b>Direct Digital Holdings, Inc.</b> rose 7.5% to $2.45 in pre-market trading.</li><li><b>So-Young International Inc.</b> rose 7.5% to $1.71 in pre-market trading.</li><li><b>ASML Holding N.V.</b> rose 6.1% to $654.50 in pre-market trading following Q1 earnings.</li></ul><p><b>Losers</b></p><ul><li><b>Netflix, Inc.</b> fell 27.1% to $254.00 in pre-market trading after the company reported downbeat revenue for its first quarter. Global streaming paid partnership increased 6.7% year-over-year to 221.64 million, while global streaming paid net additions were down 200 thousand. Several analysts also downgraded the stock.</li><li><b>Nutex Health, Inc.</b> shares fell 11.5% to $4.78 in pre-market trading after gaining around 5% on Tuesday.</li><li><b>MedAvail Holdings, Inc.</b> shares fell 10.5% to $2.44 in pre-market trading after jumping 26% on Tuesday.</li><li><b>Sharps Technology, Inc.</b> fell 8.2% to $2.23 in pre-market trading. Sharps Technology shares jumped 40% on Tuesday after the company&#39;s CEO, Director and COO disclosed stock purchases in Form 4 filings.</li><li><b>HTG Molecular Diagnostics, Inc.</b> fell 7% to $1.06 in pre-market trading. HTG Molecular Diagnostics recently announced it has harmonized its miRNA Whole Transcriptome Assay with the HTG Transcriptome Panel.</li><li><b>Clever Leaves Holdings Inc.</b> shares fell 7% to $1.60 in pre-market trading after surging 12% on Tuesday.</li><li><b>Sono Group N.V.</b> fell 7% to $7.07 in pre-market trading after climbing 65% on Tuesday.</li><li><b>Roku, Inc.</b> fell 6.8% to $108.75 in pre-market trading in sympathy with a decline in Netflix shares after Netflix reported Q1 earnings results.</li><li><b>Navidea Biopharmaceuticals, Inc.</b> fell 6.1% to $0.93 in pre-market trading. India&#39;s Central Drugs Standard Control Organisation approved Navidea Biopharmaceuticals’ Lymphoaim (Lymphoseek / Tc99m tilmanocept).</li></ul></body></html>","source":"lsy1606299360108","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>21 Stocks Moving in Wednesday's Pre-Market Session</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\">\n21 Stocks Moving in Wednesday's Pre-Market Session\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-20 19:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/04/26706900/21-stocks-moving-in-wednesdays-pre-market-session><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GainersClarus Therapeutics Holdings, Inc. rose 24.1% to $1.80 in pre-market trading after jumping around 22% on Tuesday.ToughBuilt Industries, Inc. shares rose 19.7% to $0.2405 in pre-market trading. ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/04/26706900/21-stocks-moving-in-wednesdays-pre-market-session\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","ASML":"阿斯麦"},"source_url":"https://www.benzinga.com/news/22/04/26706900/21-stocks-moving-in-wednesdays-pre-market-session","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117782305","content_text":"GainersClarus Therapeutics Holdings, Inc. rose 24.1% to $1.80 in pre-market trading after jumping around 22% on Tuesday.ToughBuilt Industries, Inc. shares rose 19.7% to $0.2405 in pre-market trading. ToughBuilt Industries shares climbed 37% on Tuesday after the company said FY21 EPS results were higher than the previous year.Energous Corporation rose 14.1% to $1.22 in pre-market trading. Energous WattUp PowerBridge recently received regulatory approval in China for unlimited distance transmission for IoT applications.Redbox Entertainment Inc. rose 12.7% to $2.30 in pre-market trading. The company reported Friday in filing additional $50m in financing under credit agreement will be made available to the company.Westwater Resources, Inc. rose 11.7% to $1.82 in pre-market trading.Aurora Mobile Limited rose 11.2% to $1.19 in pre-market trading after the company said its subsidiary Wuhan SendCloud Technology Co., Ltd. has entered into a partnership with a market-leading global new energy vehicle manufacturer to provide email services to the automaker.Camber Energy, Inc. shares rose 9.6% to $1.08 in pre-market trading after dropping 6% on Tuesday.Color Star Technology Co., Ltd. rose 8.8% to $0.1653 in pre-market trading. Color Star Technology's Singaporean subsidiary, Color Metaverse, recently entered into an agreement with Versatile Music International to 'cooperate deeply with Versatile Music in the field of online digital entertainment.'IceCure Medical Ltd rose 8.4% to $2.44 in pre-market trading.Direct Digital Holdings, Inc. rose 7.5% to $2.45 in pre-market trading.So-Young International Inc. rose 7.5% to $1.71 in pre-market trading.ASML Holding N.V. rose 6.1% to $654.50 in pre-market trading following Q1 earnings.LosersNetflix, Inc. fell 27.1% to $254.00 in pre-market trading after the company reported downbeat revenue for its first quarter. Global streaming paid partnership increased 6.7% year-over-year to 221.64 million, while global streaming paid net additions were down 200 thousand. Several analysts also downgraded the stock.Nutex Health, Inc. shares fell 11.5% to $4.78 in pre-market trading after gaining around 5% on Tuesday.MedAvail Holdings, Inc. shares fell 10.5% to $2.44 in pre-market trading after jumping 26% on Tuesday.Sharps Technology, Inc. fell 8.2% to $2.23 in pre-market trading. Sharps Technology shares jumped 40% on Tuesday after the company's CEO, Director and COO disclosed stock purchases in Form 4 filings.HTG Molecular Diagnostics, Inc. fell 7% to $1.06 in pre-market trading. HTG Molecular Diagnostics recently announced it has harmonized its miRNA Whole Transcriptome Assay with the HTG Transcriptome Panel.Clever Leaves Holdings Inc. shares fell 7% to $1.60 in pre-market trading after surging 12% on Tuesday.Sono Group N.V. fell 7% to $7.07 in pre-market trading after climbing 65% on Tuesday.Roku, Inc. fell 6.8% to $108.75 in pre-market trading in sympathy with a decline in Netflix shares after Netflix reported Q1 earnings results.Navidea Biopharmaceuticals, Inc. fell 6.1% to $0.93 in pre-market trading. India's Central Drugs Standard Control Organisation approved Navidea Biopharmaceuticals’ Lymphoaim (Lymphoseek / Tc99m tilmanocept).","news_type":1},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577330851763964","authorId":"3577330851763964","name":"ToTheSun0000","avatar":"https://static.itradeup.com/news/d9efa26d1020f421dd5d2f8cfab0545e","crmLevel":4,"crmLevelSwitch":0},"content":"Apple finished off Facebook with Privacy Apple and Amazon have streaming services too to compete with Netflix. I dont understand why it is part of the FAANG buy. They negate each other.","text":"Apple finished off Facebook with Privacy Apple and Amazon have streaming services too to compete with Netflix. I dont understand why it is part of the FAANG buy. They negate each other.","html":"Apple finished off Facebook with Privacy Apple and Amazon have streaming services too to compete with Netflix. I dont understand why it is part of the FAANG buy. They negate each other."}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}